fix Customer note does not appear in pdf document

feat: Track events of pdf documents views

.all-contributorsrc

@@ -60,6 +60,105 @@
       "contributions": [
         "bug"
       ]
+    },
+    {
+      "login": "kochie",
+      "name": "Robert Koch",
+      "avatar_url": "https://avatars.githubusercontent.com/u/10809884?v=4",
+      "profile": "https://me.kochie.io",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "cschuijt",
+      "name": "Casper Schuijt",
+      "avatar_url": "https://avatars.githubusercontent.com/u/5460015?v=4",
+      "profile": "http://cschuijt.nl",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "ANasouf",
+      "name": "ANasouf",
+      "avatar_url": "https://avatars.githubusercontent.com/u/19536487?v=4",
+      "profile": "https://github.com/ANasouf",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "xprnio",
+      "name": "Ragnar Laud",
+      "avatar_url": "https://avatars.githubusercontent.com/u/3042904?v=4",
+      "profile": "https://ragnarlaud.dev",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "asenawritescode",
+      "name": "Asena",
+      "avatar_url": "https://avatars.githubusercontent.com/u/67445192?v=4",
+      "profile": "https://github.com/asenawritescode",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "benpsnyder",
+      "name": "Ben Snyder",
+      "avatar_url": "https://avatars.githubusercontent.com/u/707567?v=4",
+      "profile": "https://snyder.tech",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "cloudsbird",
+      "name": "Vederis Leunardus",
+      "avatar_url": "https://avatars.githubusercontent.com/u/13505006?v=4",
+      "profile": "http://vederis.id",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "ccantrell72",
+      "name": "Chris Cantrell",
+      "avatar_url": "https://avatars.githubusercontent.com/u/104120598?v=4",
+      "profile": "http://www.pivoten.com",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "oleynikd",
+      "name": "Denis",
+      "avatar_url": "https://avatars.githubusercontent.com/u/3976868?v=4",
+      "profile": "https://github.com/oleynikd",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "mittalsam98",
+      "name": "Sachin Mittal",
+      "avatar_url": "https://avatars.githubusercontent.com/u/42431274?v=4",
+      "profile": "https://myself.vercel.app/",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "Champetaman",
+      "name": "Camilo Oviedo",
+      "avatar_url": "https://avatars.githubusercontent.com/u/64604272?v=4",
+      "profile": "https://www.camilooviedo.com/",
+      "contributions": [
+        "code"
+      ]
     }
   ],
   "contributorsPerLine": 7,

.env.example

@@ -8,7 +8,7 @@ MAIL_FROM_NAME=
 MAIL_FROM_ADDRESS=
 
 # Database
-DB_HOST=mysql
+DB_HOST=localhost
 DB_USER=bigcapital
 DB_PASSWORD=bigcapital
 DB_ROOT_PASSWORD=root
@@ -48,5 +48,55 @@ SIGNUP_DISABLED=false
 SIGNUP_ALLOWED_DOMAINS=
 SIGNUP_ALLOWED_EMAILS=
 
+# Sign-up Email Confirmation
+SIGNUP_EMAIL_CONFIRMATION=false
+
 # API rate limit (points,duration,block duration).
-API_RATE_LIMIT=120,60,600
+API_RATE_LIMIT=120,60,600
+
+# Gotenberg API for PDF printing - (production).
+GOTENBERG_URL=http://gotenberg:3000
+GOTENBERG_DOCS_URL=http://server:3000/public/
+
+# Gotenberg API - (development)
+# GOTENBERG_URL=http://localhost:9000
+# GOTENBERG_DOCS_URL=http://host.docker.internal:3000/public/
+
+# Exchange Rate Service
+EXCHANGE_RATE_SERVICE=open-exchange-rate
+
+# Open Exchange Rate
+OPEN_EXCHANGE_RATE_APP_ID=
+
+# The Plaid environment to use ('sandbox' or 'development').
+# https://plaid.com/docs/#api-host
+PLAID_ENV=sandbox
+
+# Your Plaid keys, which can be found in the Plaid Dashboard.
+# https://dashboard.plaid.com/account/keys
+PLAID_CLIENT_ID=
+PLAID_SECRET=
+PLAID_LINK_WEBHOOK=
+
+# https://docs.lemonsqueezy.com/guides/developer-guide/getting-started#create-an-api-key
+LEMONSQUEEZY_API_KEY=
+LEMONSQUEEZY_STORE_ID=
+LEMONSQUEEZY_WEBHOOK_SECRET=
+
+# S3 documents and attachments 
+S3_REGION=US
+S3_ACCESS_KEY_ID=
+S3_SECRET_ACCESS_KEY=
+S3_ENDPOINT=
+S3_BUCKET=
+
+# PostHog 
+POSTHOG_API_KEY=
+POSTHOG_HOST=
+
+# Stripe Payment
+STRIPE_PAYMENT_SECRET_KEY=
+STRIPE_PAYMENT_PUBLISHABLE_KEY=
+STRIPE_PAYMENT_CLIENT_ID=
+STRIPE_PAYMENT_WEBHOOKS_SECRET=
+STRIPE_PAYMENT_REDIRECT_URL=

.github/workflows/build-deploy-container.yml

@@ -6,43 +6,66 @@ on:
   workflow_dispatch:
 
 env:
-  REGISTRY: ghcr.io
-  WEBAPP_IMAGE_NAME: bigcapital/bigcapital-webapp
-  SERVER_IMAGE_NAME: bigcapital/bigcapital-server
+  WEBAPP_IMAGE_NAME: bigcapitalhq/webapp
+  SERVER_IMAGE_NAME: bigcapitalhq/server
 
 jobs:
   build-publish-webapp:
+    strategy:
+      fail-fast: false
     name: Build and deploy webapp container
     runs-on: ubuntu-latest
     environment: production
     steps:
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
       - name: Checkout
-        uses: actions/checkout@v2
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
 
       # Login to Container registry.
       - name: Log in to the Container registry
-        uses: docker/login-action@v1
+        uses: docker/login-action@v3
         with:
-            registry: ${{ env.REGISTRY }}
-            username: ${{ github.actor }}
-            password: ${{ secrets.GH_TOKEN }}
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
 
       - name: Extract metadata (tags, labels) for Docker
         id: meta
         uses: docker/metadata-action@98669ae865ea3cffbcbaa878cf57c20bbf1c6c38
         with:
-            images: ${{ env.REGISTRY }}/${{ env.WEBAPP_IMAGE_NAME }}
+            images: ${{ env.WEBAPP_IMAGE_NAME }}
 
       # Builds and push the Docker image.
       - name: Build and push Docker image
-        uses: docker/build-push-action@v2
+        uses: docker/build-push-action@v5
+        id: build
         with:
-            context: .
-            file: ./packages/webapp/Dockerfile
-            push: true
-            tags: ghcr.io/bigcapitalhq/webapp:latest
-            labels: ${{ steps.meta.outputs.labels }}
+          context: ./
+          file: ./packages/webapp/Dockerfile
+          platforms: linux/amd64,linux/arm64
+          push: true
+          labels: ${{ steps.meta.outputs.labels }}
+          tags: bigcapitalhq/webapp:latest, bigcapitalhq/webapp:${{github.ref_name}}
 
+      - name: Export digest
+        run: |
+          mkdir -p /tmp/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "/tmp/digests/${digest#sha256:}"
+
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-webapp
+          path: /tmp/digests/*
+          if-no-files-found: error
+          retention-days: 1
       # Send notification to Slack channel.
       - name: Slack Notification built and published webapp container successfully.
         uses: rtCamp/action-slack-notify@v2
@@ -53,29 +76,52 @@ jobs:
     name: Build and deploy server container
     runs-on: ubuntu-latest
     steps:
-      - name: Checkout code
-        uses: actions/checkout@v2
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
 
       # Login to Container registry.
       - name: Log in to the Container registry
-        uses: docker/login-action@v1
+        uses: docker/login-action@v3
         with:
-          registry: ${{ env.REGISTRY }}
-          username: ${{ github.actor }}
-          password: ${{ secrets.GH_TOKEN }}
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
 
       # Builds and push the Docker image.
       - name: Build and push Docker image
-        uses: docker/build-push-action@v2
+        uses: docker/build-push-action@v5
+        id: build
         with:
           context: ./
           file: ./packages/server/Dockerfile
+          platforms: linux/amd64,linux/arm64
           push: true
-          tags: ghcr.io/bigcapitalhq/server:latest
+          tags: bigcapitalhq/server:latest, bigcapitalhq/server:${{github.ref_name}}
           labels: ${{ steps.meta.outputs.labels }}
 
+      - name: Export digest
+        run: |
+          mkdir -p /tmp/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "/tmp/digests/${digest#sha256:}"
+  
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-server
+          path: /tmp/digests/*
+          if-no-files-found: error
+          retention-days: 1
+
       # Send notification to Slack channel.
       - name: Slack Notification built and published server container successfully.
         uses: rtCamp/action-slack-notify@v2
         env:
-          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}
+          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}

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

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

.github/workflows/e2e.yml

@@ -8,14 +8,14 @@ on:
       - '**.ts'
       - '**.tsx'
       - '**/tsconfig.json'
-      - 'yarn.lock'
+      - 'pnpm-lock.yaml'
       - '.github/workflows/e2e.yml'
   pull_request:
     paths:
       - '**.ts'
       - '**.tsx'
       - '**/tsconfig.json'
-      - 'yarn.lock'
+      - 'pnpm-lock.yaml'
       - '.github/workflows/e2e.yml'
 
 defaults:

.gitpod.yml

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

.husky/commit-msg

@@ -1,4 +1,4 @@
 #!/usr/bin/env sh
 . "$(dirname -- "$0")/_/husky.sh"
 
-yarn commitlint --edit 
+pnpx commitlint --edit 

CHANGELOG.md

@@ -2,7 +2,362 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
-# [0.9.12] - 29-08-2023
+# [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
+* fix: Transaction type and description do not show in general ledger. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/596
+* fix: Refresh accounts and account transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/597
+* fix: Typo payments made by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/598
+* fix: Typo categories list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/600
+* fix: Autofill the quick created customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/601
+* fix: Remove views tabs from receipts list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/602
+* fix: Typo payment receive messages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/599
+* fix: Enhance Dropzone visual of  accept and reject modes by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/603
+* fix:  Matching bank transactions should create associate payment transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/606
+* fix: Change Dropzone title and subtitle by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/607
+* fix: Inconsistance page size of paginated data tables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/604
+* fix: Database connection lost error by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/611
+* fix: Language typos by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/613
+* Fix: Correctly display Date, Published At, and Created At in ExpenseDrawerHeader by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/612
+* fix: Delete bank account with uncategorized transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/614
+* feat: activate/inactivate account from drawer details by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/615
+
+## [v0.19.4]
+
+* 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
+* feat: Categorize & match bank transaction by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511
+* feat: Reconcile match transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/522
+* fix: Issues in matching transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/523
+* fix: Cashflow transactions types by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/524
+
+## [v0.17.5] - 17-06-2024
+
+* fix: Balance sheet and P/L nested accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/501
+* fix: add space between buttons on floating actions bar by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/508
+* feat: Migrating to Envoy proxy instead of Nginx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/509
+* fix: Disable email confirmation does not work with invited users by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/497
+* feat: Setting up the date format in the whole system dates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/506
+
+## [0.17.0] - 04-06-2024
+
+### New
+
+* feat: Upload and attach documents by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/461
+* feat: Export resource tables to pdf by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/460
+* feat: Build and deploy develop Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/476
+* feat: Internal docker virtual network by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/478
+
+### Fixes
+
+* fix: Skip send confirmation email if disabled by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/459
+* fix: Lemon Squeezy redirect to base url by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/479
+* fix: Organize Plaid env variables for development and sandbox envs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/480
+* fix: Plaid syncs deposit imports as withdrawals by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/481
+* fix: Validate the s3 configures exist by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/482
+* fix: Run migrations only for initialized tenants by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/484
+
+## [0.16.16] - 
+
+* feat: handle http exceptions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/456
+* feat: add the missing Newrelic env vars to docker-compose.prod file by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/457
+* fix: add the signup email confirmation env var by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/458
+
+## [0.16.14] - 
+
+* fix: Typo in setup wizard by @ccantrell72 in https://github.com/bigcapitalhq/bigcapital/pull/440
+* fix: Showing the real mail address on email confirmation view by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/445
+* fix: Auto-increment setting parsing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/453
+
+## [0.16.12] - 
+
+* feat: Create a manifest list for `webapp` Docker image and push it to DockerHub. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/436
+* feat: Combine arm64 and amd64 in one Github action runner by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/437
+
+## [0.16.11] - 06-05-2024
+
+### improvements
+
+* feat: Export resource data to csv, xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/430
+* feat: User email verification after signing-up. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/426
+
+### Fixes
+* feat(repo): upgrade to latest lerna v8 and pnpm v9 by @benpsnyder in https://github.com/bigcapitalhq/bigcapital/pull/414
+* feat: Update Docker Build-Push Action and Add ARM64 Support by @cloudsbird in https://github.com/bigcapitalhq/bigcapital/pull/412
+* feat: Pushing docker containers by version tag by @cloudsbird in https://github.com/bigcapitalhq/bigcapital/pull/421
+
+## [0.16.10]
+
+* fix: Running migration Docker container on Windows by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/432
+
+## [0.16.9]
+
+* feat: New Relic for tracking by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/429
+
+## [0.16.8]
+
+* feat: Ability to enable/disable the bank connect feature by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/423
+
+## [0.16.6]
+
+* hotfix: fix the subscription plan when subscribe on cloud by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/422
+
+## [0.16.5]
+
+IMPORTANT: If you upgraded to the v0.16 recently you should upgrade to v0.16.4 as soon as possible, because there're some breaking changes affected the sign-in and some users reported couldn't sign-in.
+
+* feat: Seed free subscription to tenants that have no subscription. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/410
+
+## [0.16.3]
+
+* feat: Integrate Lemon Squeezy payment by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/402
+* feat: optimize the onboarding subscription experience. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/404
+* feat: subscription page content by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/405
+* feat: auto subscribe to free plan once signup on community version. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/406
+* chore: add default value to env variable by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/407
+* fix: absolute storage imports path. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/408
+
+## [0.16.0]
+
+* feat: add convert to invoice button on estimate drawer toolbar by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/361
+* feat(webapp): add mark as delivered to action bar of invoice details … by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/360
+* feat(webapp): Dialog to choose the bank service provider by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/378
+* feat: Categorize the bank synced transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/377
+* feat: uncategorize the cashflow transaction by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/381
+* Import resources from csv/xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/382
+* feat(webapp): import resource UI by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/386
+* fix: import resources improvements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/388
+* feat: add sample sheet to accounts and bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/389
+* fix: show the unique row value in the import preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/392
+* feat: advanced parser for numeric and boolean import values by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/394
+* feat: validate the given imported sheet whether is empty by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/395
+* feat: linking relation with id in importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/393
+* feat: Aggregate rows import by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/396
+* feat: clean up the imported temp files by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/400
+* feat: add hints to import fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/401
+
+## [0.15.0]
+
+* feat: Printing financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/363
+* feat: Convert invoice status after sending mail notification by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/332
+* feat: Bigcapital <> Plaid Integration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/346
+* fix: Broken transactions by vendor report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/369
+* fix: Optimize the print style some financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/370
+
+## [0.14.0] - 30-01-2024
+
+* feat: purchases by items exporting by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/327
+* fix: expense amounts should not be rounded by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/339
+* feat: get latest exchange rate from third party services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/340
+* fix(webapp): inconsistency in currency of universal search items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/335
+* hotfix: editing sales and expense transactions don't reflect GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/342
+
+## [0.13.3] - 22-01-2024
+
+* hotfix(server): Unhandled thrown errors of services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/329
+
+## [0.13.2] - 21-01-2024
+
+* feat: show customer / vendor balance. by @asenawritescode in https://github.com/bigcapitalhq/bigcapital/pull/311
+* feat: inventory valuation csv and xlsx export by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/308
+* feat: sales by items export csv & xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/310
+* fix(server): the invoice and payment receipt printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/315
+* fix: get cashflow transaction broken cause transaction type by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/318
+* fix: `AccountActivateAlert` import by @xprnio in https://github.com/bigcapitalhq/bigcapital/pull/322
+
+## [0.13.1] - 15-01-2024
+
+* feat(webapp): add approve/reject to action bar of estimate details dr… by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/304
+* docs: add ANasouf as a contributor for code by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/305
+* feat: Export general ledger & Journal to CSV and XLSX by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/303
+* feat: Auto re-calculate the items rate once changing the invoice exchange rate. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/270
+
+## [0.13.0] - 31-12-2023
+
+* feat: Send an invoice mail the customer email by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/292
+* fix: Allow non-numeric postal codes by @cschuijt in https://github.com/bigcapitalhq/bigcapital/pull/294
+* docs: add cschuijt as a contributor for bug by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/295
+
+## [0.12.1] - 17-11-2023
+
+* feat: Add default customer message and terms conditions to the transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/291
+* fix: The currency code of transaction tax rate entry by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/293
+
+## [0.12.0] - 04-11-2023
+
+* feat: Export reports via CSV and XLSX by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/286
+* fix: Axios upgrade by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/288
+* fix(server): Allow decimal amount in sale/purchase transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/289
+* feat: Optimize invoice documents printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/280
+* chore(deps): bump axios from 0.20.0 to 1.6.0 in /packages/server by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/284
+* chore(deps): bump axios from 0.20.0 to 1.6.0 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/283
+
+## [0.11.0] - 28-10-2023
+
+* feat: Migrate to pnpm by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/253
+* feat: Integrate tax rates to bills by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/260
+* feat: Assign default sell/purchase tax rates to items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/261
+* chore(deps-dev): bump @babel/traverse from 7.23.0 to 7.23.2 in /packages/server by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/272
+* feat: Improve financial statements rows color by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/276
+* fix: Trial balance sheet adjusted balance by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/273
+* feat: Adds tax numbers to organization and customers by @kochie in https://github.com/bigcapitalhq/bigcapital/pull/269
+* docs: Add kochie as a contributor for code by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/277
+* feat: Computed Net Income under Equity in Balance Sheet report. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/271
+* fix: Change Dockerfile files with new pnpm by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/278
+
+## [0.10.2] - 02-10-2023
+
+fix(webapp): Disable tax rates from item entries editor table services do not support tax rates (https://github.com/bigcapitalhq/bigcapital/commit/69afa07e3ba45495a4cab3490c15f2b0c40c4790) by @abouolia 
+fix(server): Add missing method in ItemEntry model (https://github.com/bigcapitalhq/bigcapital/commit/07628ddc37f46c98959ced0323f28752e0a98944) by @abouolia
+
+## [0.10.1] - 25-09-2023
+
+* Fix: Running tenants migration on Docker migration container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/242
+
+## [0.10.0] - 24-09-2023
+
+* Added: Tax rates service by @abouolia @elforjani13  in https://github.com/bigcapitalhq/bigcapital/pull/204
+* Added: Sales Tax Liability Summary report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
+* Added: Tax rates tracking with sale invoices by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
+* fix(webapp): Table headers sticky for all reports. by @elforjani13 in https://github.com/bigcapitalhq/bigcapital/pull/240
+* chore(deps): bump word-wrap from 1.2.3 to 1.2.4 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/200
+* chore(deps): bump word-wrap from 1.2.3 to 1.2.4 in /packages/webapp by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/199
+* chore(deps): bump mongoose from 5.13.15 to 5.13.20 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/197
+
+## [0.9.12] - 29-08-2023
 
 * Refactor: split the services to multiple service classes. (by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/202)
 * Fix: create quick customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/206
@@ -16,18 +371,18 @@ All notable changes to Bigcapital server-side will be in this file.
 * Fix: filter by customers, vendors and items in reports do not work by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/224
 https://github.com/bigcapitalhq/bigcapital/pull/225
 
-# [0.9.11] - 23-07-2023
+## [0.9.11] - 23-07-2023
 
 * added: Restart policy to docker compose files. by @suhaibaffan in https://github.com/bigcapitalhq/bigcapital/pull/198
 * fix: Expose and expand the rate limit to the env variables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/195
 
-# [0.9.10] - 18-07-2023
+## [0.9.10] - 18-07-2023
 
 * feat(e2e): E2E onboarding process by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/176
 * fix(webapp): Show loading message of cost computing job on financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/196
 * fix(webapp): Change the currency code of sales and purchases transactions with foreign contacts. 
 
-# [0.9.9] - 28-06-2023
+## [0.9.9] - 28-06-2023
 
 * refactor: Customer and vendor select component by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/171
 * chore: Move auto-increment components in separate files by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/170
@@ -39,7 +394,7 @@ https://github.com/bigcapitalhq/bigcapital/pull/225
 * fix: No currency in amount field on money in/out dialogs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/179
 * fix: No default branch for customer/vendor opening balance branch by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/182
 
-# [0.9.8] - 19-06-2023
+## [0.9.8] - 19-06-2023
 
 `bigcapitalhq/webapp`
 

CONTRIBUTING.md

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

README.md

@@ -1,6 +1,6 @@
 <p align="center">
   <p align="center">
-    <a href="https://bigcapital.ly" target="_blank">
+    <a href="https://bigcapital.app" target="_blank">
       <img src="https://raw.githubusercontent.com/abouolia/blog/main/public/bigcapital.svg" alt="Bigcapital" width="280" height="75">
     </a>
   </p>
@@ -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>
@@ -25,6 +28,10 @@
       <img src="https://img.shields.io/twitter/follow/bigcapitalhq?style=social" alt="twitter" />
     </a>
   </p>
+
+  <p align="center">
+    <a href="https://my.bigcapital.app">Bigcapital Cloud</a>
+  </p>
 </p>
 
 # What's Bigcapital?
@@ -37,9 +44,40 @@ Bigcapital is a smart and open-source accounting and inventory software, Bigcapi
   <img src="https://raw.githubusercontent.com/abouolia/blog/main/public/screenshot-3.png" width="270">
 </p>
 
+# Getting Started
+
+We've got serveral options on dev and prod depending on your need to get started quickly with Bigcapital.
+
+## Self-hosted 
+
+Bigcapital is available open-source under AGPL license. You can host it on your own servers using Docker.
+
+### Docker
+
+To get started with self-hosted with Docker and Docker Compose, take a look at the [Docker guide](https://docs.bigcapital.app/deployment/docker).
+
+## Development
+
+### Local Setup
+
+To get started locally, we have a [guide to help you](https://github.com/bigcapitalhq/bigcapital/blob/develop/CONTRIBUTING.md).
+
+### Gitpod
+
+- Click the Gitpod button below to open this project in development mode.
+- This will open and configure the workspace in your browser with all the necessary dependencies.
+
+[![Open in Gitpod](https://gitpod.io/button/open-in-gitpod.svg)](https://gitpod.io/new/#https://github.com/bigcapitalhq/bigcapital)
+
+## Headless Accounting
+
+You can integrate Bigcapital API with your system to organize your transactions in double-entry system to get the best financial reports.
+
+[![Run in Postman](https://run.pstmn.io/button.svg)](https://www.postman.com/bigcapital/workspace/bigcapital-api)
+
 # Resources
 
-- [Documentation](https://docs.bigcapital.ly/) - Learn how to use.
+- [Documentation](https://docs.bigcapital.app/) - Learn how to use.
 - [Contribution](https://github.com/bigcapitalhq/bigcapital/blob/develop/CONTRIBUTING.md) - Welcome to any contributions.
 - [Discord](https://discord.com/invite/c8nPBJafeb) - Ask for help.
 - [Bug Tracker](https://github.com/bigcapitalhq/bigcapital/issues) - Notify us new bugs.
@@ -80,6 +118,21 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://scheibling.se"><img src="https://avatars.githubusercontent.com/u/24367830?v=4?s=100" width="100px;" alt="Lars Scheibling"/><br /><sub><b>Lars Scheibling</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Ascheibling" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/suhaibaffan"><img src="https://avatars.githubusercontent.com/u/18115937?v=4?s=100" width="100px;" alt="Suhaib Affan"/><br /><sub><b>Suhaib Affan</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=suhaibaffan" title="Code">💻</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/KalliopiPliogka"><img src="https://avatars.githubusercontent.com/u/81677549?v=4?s=100" width="100px;" alt="Kalliopi Pliogka"/><br /><sub><b>Kalliopi Pliogka</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3AKalliopiPliogka" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://me.kochie.io"><img src="https://avatars.githubusercontent.com/u/10809884?v=4?s=100" width="100px;" alt="Robert Koch"/><br /><sub><b>Robert Koch</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=kochie" title="Code">💻</a></td>
+    </tr>
+    <tr>
+      <td align="center" valign="top" width="14.28%"><a href="http://cschuijt.nl"><img src="https://avatars.githubusercontent.com/u/5460015?v=4?s=100" width="100px;" alt="Casper Schuijt"/><br /><sub><b>Casper Schuijt</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Acschuijt" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/ANasouf"><img src="https://avatars.githubusercontent.com/u/19536487?v=4?s=100" width="100px;" alt="ANasouf"/><br /><sub><b>ANasouf</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=ANasouf" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://ragnarlaud.dev"><img src="https://avatars.githubusercontent.com/u/3042904?v=4?s=100" width="100px;" alt="Ragnar Laud"/><br /><sub><b>Ragnar Laud</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Axprnio" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/asenawritescode"><img src="https://avatars.githubusercontent.com/u/67445192?v=4?s=100" width="100px;" alt="Asena"/><br /><sub><b>Asena</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aasenawritescode" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://snyder.tech"><img src="https://avatars.githubusercontent.com/u/707567?v=4?s=100" width="100px;" alt="Ben Snyder"/><br /><sub><b>Ben Snyder</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=benpsnyder" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="http://vederis.id"><img src="https://avatars.githubusercontent.com/u/13505006?v=4?s=100" width="100px;" alt="Vederis Leunardus"/><br /><sub><b>Vederis Leunardus</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=cloudsbird" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="http://www.pivoten.com"><img src="https://avatars.githubusercontent.com/u/104120598?v=4?s=100" width="100px;" alt="Chris Cantrell"/><br /><sub><b>Chris Cantrell</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Accantrell72" title="Bug reports">🐛</a></td>
+    </tr>
+    <tr>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://myself.vercel.app/"><img src="https://avatars.githubusercontent.com/u/42431274?v=4?s=100" width="100px;" alt="Sachin Mittal"/><br /><sub><b>Sachin Mittal</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Amittalsam98" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://www.camilooviedo.com/"><img src="https://avatars.githubusercontent.com/u/64604272?v=4?s=100" width="100px;" alt="Camilo Oviedo"/><br /><sub><b>Camilo Oviedo</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=Champetaman" title="Code">💻</a></td>
     </tr>
   </tbody>
 </table>

docker-compose.prod.yml

@@ -3,38 +3,33 @@
 version: '3.3'
 
 services:
-  nginx:
-    container_name: bigcapital-nginx-gateway
-    build:
-      context: ./docker/nginx
-      args:
-        - SERVER_PROXY_PORT=3000
-        - WEB_SSL=false
-        - SELF_SIGNED=false
-    volumes:
-      - ./data/logs/nginx/:/var/log/nginx
-      - ./docker/certbot/certs/:/var/certs
-    ports:
-      - "${PUBLIC_PROXY_PORT:-80}:80"
-      - "${PUBLIC_PROXY_SSL_PORT:-443}:443"
-    tty: true
+  proxy:
+    image: envoyproxy/envoy:v1.30-latest
     depends_on:
       - server
       - webapp
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    ports:
+      - '${PUBLIC_PROXY_PORT:-80}:80'
+      - '${PUBLIC_PROXY_SSL_PORT:-443}:443'
+    tty: true
+    volumes:
+      - ./docker/envoy/envoy.yaml:/etc/envoy/envoy.yaml
+    restart: on-failure
+    networks:
+      - bigcapital_network
 
   webapp:
     container_name: bigcapital-webapp
-    image: ghcr.io/bigcapitalhq/webapp:latest
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    image: bigcapitalhq/webapp:latest
+    restart: on-failure
+    networks:
+      - bigcapital_network
 
   server:
     container_name: bigcapital-server
-    image: ghcr.io/bigcapitalhq/server:latest
+    image: bigcapitalhq/server:latest
+    expose:
+      - '3000'
     links:
       - mysql
       - mongo
@@ -43,9 +38,9 @@ services:
       - mysql
       - mongo
       - redis
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
+    networks:
+      - bigcapital_network
     environment:
       # Mail
       - MAIL_HOST=${MAIL_HOST}
@@ -71,7 +66,7 @@ services:
       # Authentication
       - JWT_SECRET=${JWT_SECRET}
 
-      # MongoDB 
+      # MongoDB
       - MONGODB_DATABASE_URL=mongodb://mongo/bigcapital
 
       # Application
@@ -86,25 +81,70 @@ services:
       - SIGNUP_ALLOWED_DOMAINS=${SIGNUP_ALLOWED_DOMAINS}
       - SIGNUP_ALLOWED_EMAILS=${SIGNUP_ALLOWED_EMAILS}
 
+      # Sign-up email confirmation
+      - SIGNUP_EMAIL_CONFIRMATION=${SIGNUP_EMAIL_CONFIRMATION}
+
+      # Gotenberg (Pdf generator)
+      - GOTENBERG_URL=${GOTENBERG_URL}
+      - GOTENBERG_DOCS_URL=${GOTENBERG_DOCS_URL}
+
+      # Exchange Rate
+      - EXCHANGE_RATE_SERVICE=${EXCHANGE_RATE_SERVICE}
+      - OPEN_EXCHANGE_RATE_APP_ID-${OPEN_EXCHANGE_RATE_APP_ID}
+
+      # Bank Sync
+      - BANKING_CONNECT=${BANKING_CONNECT}
+
+      # Plaid
+      - PLAID_ENV=${PLAID_ENV}
+      - PLAID_CLIENT_ID=${PLAID_CLIENT_ID}
+      - PLAID_SECRET=${PLAID_SECRET}
+      - PLAID_LINK_WEBHOOK=${PLAID_LINK_WEBHOOK}
+
+      # Lemon Squeez
+      - LEMONSQUEEZY_API_KEY=${LEMONSQUEEZY_API_KEY}
+      - LEMONSQUEEZY_STORE_ID=${LEMONSQUEEZY_STORE_ID}
+      - LEMONSQUEEZY_WEBHOOK_SECRET=${LEMONSQUEEZY_WEBHOOK_SECRET}
+      - HOSTED_ON_BIGCAPITAL_CLOUD=${HOSTED_ON_BIGCAPITAL_CLOUD}
+
+      # New Relic matrics tracking.
+      - NEW_RELIC_DISTRIBUTED_TRACING_ENABLED=${NEW_RELIC_DISTRIBUTED_TRACING_ENABLED}
+      - NEW_RELIC_LOG=${NEW_RELIC_LOG}
+      - NEW_RELIC_AI_MONITORING_ENABLED=${NEW_RELIC_AI_MONITORING_ENABLED}
+      - NEW_RELIC_CUSTOM_INSIGHTS_EVENTS_MAX_SAMPLES_STORED=${NEW_RELIC_CUSTOM_INSIGHTS_EVENTS_MAX_SAMPLES_STORED}
+      - NEW_RELIC_SPAN_EVENTS_MAX_SAMPLES_STORED=${NEW_RELIC_SPAN_EVENTS_MAX_SAMPLES_STORED}
+      - NEW_RELIC_LICENSE_KEY=${NEW_RELIC_LICENSE_KEY}
+      - NEW_RELIC_APP_NAME=${NEW_RELIC_APP_NAME}
+
+      # S3
+      - S3_REGION=${S3_REGION}
+      - S3_ACCESS_KEY_ID=${S3_ACCESS_KEY_ID}
+      - S3_SECRET_ACCESS_KEY=${S3_SECRET_ACCESS_KEY}
+      - S3_ENDPOINT=${S3_ENDPOINT}
+      - S3_BUCKET=${S3_BUCKET}
+
   database_migration:
     container_name: bigcapital-database-migration
     build:
       context: ./
       dockerfile: docker/migration/Dockerfile
     environment:
+      # Database
       - DB_HOST=mysql
       - DB_USER=${DB_USER}
       - DB_PASSWORD=${DB_PASSWORD}
       - DB_CHARSET=${DB_CHARSET}
       - SYSTEM_DB_NAME=${SYSTEM_DB_NAME}
+      # Tenants databases
+      - TENANT_DB_NAME_PERFIX=${TENANT_DB_NAME_PERFIX}
     depends_on:
       - mysql
+    networks:
+      - bigcapital_network
 
   mysql:
     container_name: bigcapital-mysql
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
     build:
       context: ./docker/mariadb
     environment:
@@ -116,29 +156,38 @@ services:
       - mysql:/var/lib/mysql
     expose:
       - '3306'
+    networks:
+      - bigcapital_network
 
   mongo:
     container_name: bigcapital-mongo
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
     build: ./docker/mongo
     expose:
       - '27017'
     volumes:
       - mongo:/var/lib/mongodb
+    networks:
+      - bigcapital_network
 
   redis:
     container_name: bigcapital-redis
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
     build:
       context: ./docker/redis
     expose:
-      - "6379"
+      - '6379'
     volumes:
       - redis:/data
+    networks:
+      - bigcapital_network
+
+  gotenberg:
+    image: gotenberg/gotenberg:7
+    expose:
+      - '9000'
+    networks:
+      - bigcapital_network
 
 # Volumes
 volumes:
@@ -153,3 +202,8 @@ volumes:
   redis:
     name: bigcapital_prod_redis
     driver: local
+
+# Networks
+networks:
+  bigcapital_network:
+    driver: bridge

docker-compose.yml

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

docker/envoy/envoy.yaml

@@ -0,0 +1,62 @@
+static_resources:
+  listeners:
+    - name: listener_0
+      address:
+        socket_address:
+          address: 0.0.0.0
+          port_value: 80
+      filter_chains:
+        - filters:
+            - name: envoy.filters.network.http_connection_manager
+              typed_config:
+                '@type': type.googleapis.com/envoy.extensions.filters.network.http_connection_manager.v3.HttpConnectionManager
+                stat_prefix: ingress_http
+                route_config:
+                  name: local_route
+                  virtual_hosts:
+                    - name: backend
+                      domains: ['*']
+                      routes:
+                        - match:
+                            prefix: '/api'
+                          route:
+                            cluster: dynamic_server
+                        - match:
+                            prefix: '/'
+                          route:
+                            cluster: webapp
+                http_filters:
+                  - name: envoy.filters.http.router
+                    typed_config:
+                      "@type": type.googleapis.com/envoy.extensions.filters.http.router.v3.Router
+
+  clusters:
+    - name: dynamic_server
+      connect_timeout: 0.25s
+      type: STRICT_DNS
+      dns_lookup_family: V4_ONLY
+      lb_policy: ROUND_ROBIN
+      load_assignment:
+        cluster_name: dynamic_server
+        endpoints:
+          - lb_endpoints:
+              - endpoint:
+                  address:
+                    socket_address:
+                      address: server
+                      port_value: 3000
+
+    - name: webapp
+      connect_timeout: 0.25s
+      type: STRICT_DNS
+      dns_lookup_family: V4_ONLY
+      lb_policy: ROUND_ROBIN
+      load_assignment:
+        cluster_name: webapp
+        endpoints:
+          - lb_endpoints:
+              - endpoint:
+                  address:
+                    socket_address:
+                      address: webapp
+                      port_value: 80

docker/migration/Dockerfile

@@ -1,4 +1,4 @@
-FROM ghcr.io/bigcapitalhq/server:latest as build
+FROM bigcapitalhq/server:latest as build
 
 ARG DB_HOST= \
   DB_USER= \
@@ -35,4 +35,4 @@ WORKDIR /app/packages/server
 RUN git clone https://github.com/vishnubob/wait-for-it.git
 
 # Once we listen the mysql port run the migration task.
-CMD ["./wait-for-it/wait-for-it.sh", "mysql:3306", "--", "node", "./build/commands.js", "system:migrate:latest"]
+CMD ./wait-for-it/wait-for-it.sh mysql:3306 -- sh -c "node ./build/commands.js system:migrate:latest && node ./build/commands.js tenants:migrate:latest"

docker/nginx/Dockerfile

@@ -1,21 +0,0 @@
-FROM nginx:1.11
-
-RUN mkdir /etc/nginx/sites-available && rm /etc/nginx/conf.d/default.conf
-ADD nginx.conf /etc/nginx/
-
-COPY scripts /root/scripts/
-COPY certs /etc/ssl/
-
-COPY sites /etc/nginx/templates
-
-ARG SERVER_PROXY_PORT=3000
-ARG WEB_SSL=false
-ARG SELF_SIGNED=false
-
-ENV SERVER_PROXY_PORT=$SERVER_PROXY_PORT
-ENV WEB_SSL=$WEB_SSL
-ENV SELF_SIGNED=$SELF_SIGNED
-
-RUN /bin/bash /root/scripts/build-nginx.sh
-
-CMD nginx

docker/nginx/nginx.conf

@@ -1,33 +0,0 @@
-user www-data;
-worker_processes auto;
-pid /run/nginx.pid;
-daemon off;
-
-events {
-  worker_connections  2048;
-  use epoll;
-}
-
-http {
-  server_tokens off;
-  sendfile on;
-  tcp_nopush on;
-  tcp_nodelay on;
-  keepalive_timeout 15;
-  types_hash_max_size 2048;
-  client_max_body_size 20M;
-  open_file_cache max=100;
-  gzip on;
-  gzip_disable "msie6";
-
-  ssl_protocols TLSv1 TLSv1.1 TLSv1.2;
-  ssl_ciphers 'ECDHE-ECDSA-CHACHA20-POLY1305:ECDHE-RSA-CHACHA20-POLY1305:ECDHE-ECDSA-AES128-GCM-SHA256:ECDHE-RSA-AES128-GCM-SHA256:ECDHE-ECDSA-AES256-GCM-SHA384:ECDHE-RSA-AES256-GCM-SHA384:DHE-RSA-AES128-GCM-SHA256:DHE-RSA-AES256-GCM-SHA384:ECDHE-ECDSA-AES128-SHA256:ECDHE-RSA-AES128-SHA256:ECDHE-ECDSA-AES128-SHA:ECDHE-RSA-AES256-SHA384:ECDHE-RSA-AES128-SHA:ECDHE-ECDSA-AES256-SHA384:ECDHE-ECDSA-AES256-SHA:ECDHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA256:DHE-RSA-AES128-SHA:DHE-RSA-AES256-SHA256:DHE-RSA-AES256-SHA:ECDHE-ECDSA-DES-CBC3-SHA:ECDHE-RSA-DES-CBC3-SHA:EDH-RSA-DES-CBC3-SHA:AES128-GCM-SHA256:AES256-GCM-SHA384:AES128-SHA256:AES256-SHA256:AES128-SHA:AES256-SHA:DES-CBC3-SHA:!DSS';
-
-  include /etc/nginx/mime.types;
-  default_type application/octet-stream;
-
-  include /etc/nginx/conf.d/*.conf;
-  include /etc/nginx/sites-available/*;
-  access_log /var/log/nginx/access.log;
-  error_log /var/log/nginx/error.log;
-}

docker/nginx/scripts/build-nginx.sh

@@ -1,9 +0,0 @@
-#!/bin/bash
-
-for conf in /etc/nginx/templates/*.conf; do
-  mv $conf "/etc/nginx/sites-available/"$(basename $conf) > /dev/null
-done
-
-for template in /etc/nginx/templates/*.template; do
-  envsubst < $template > "/etc/nginx/sites-available/"$(basename $template)".conf"
-done

docker/nginx/sites/server.template

@@ -1,16 +0,0 @@
-server {
-  listen 80 default_server;
-
-  location /api {
-    proxy_pass http://server:${SERVER_PROXY_PORT};
-  }
-
-  location / {
-    proxy_pass http://webapp;
-  }
-
-  location /.well-known/acme-challenge/ {
-    root /var/www/letsencrypt/;
-    log_not_found off;
-  }
-}

lerna.json

@@ -1,6 +1,9 @@
 {
   "$schema": "node_modules/lerna/schemas/lerna-schema.json",
-  "useWorkspaces": true,
-  "version": "0.9.6",
-  "npmClient": "npm"
+  "version": "independent",
+  "npmClient": "pnpm",
+  "packages": [
+    "packages/*",
+    "shared/*"
+  ]
 }

package.json

@@ -2,21 +2,16 @@
   "name": "bigcapital-monorepo",
   "private": true,
   "scripts": {
-    "bootstrap": "lerna exec npm install",
     "dev": "lerna run dev",
     "build": "lerna run build",
-    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\"",
-    "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\"",
+    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
+    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
+    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
+    "serve:server": "lerna run serve --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
     "test:e2e": "playwright test",
     "prepare": "husky install"
   },
-  "workspaces": [
-    "packages/*",
-    "shared/*"
-  ],
   "devDependencies": {
     "@commitlint/cli": "^17.4.2",
     "@commitlint/config-conventional": "^17.4.2",
@@ -24,14 +19,18 @@
     "@faker-js/faker": "^8.0.2",
     "@playwright/test": "^1.32.3",
     "husky": "^8.0.3",
-    "lerna": "^6.4.1"
+    "lerna": "^8.1.2",
+    "pnpm": "^9.0.5"
   },
   "engines": {
-    "node": "14.x"
+    "node": "16.x || 17.x || 18.x"
   },
   "husky": {
     "hooks": {
       "commit-msg": "commitlint -E HUSKY_GIT_PARAMS"
     }
+  },
+  "dependencies": {
+    "tsup": "^8.3.0"
   }
 }

packages/server/.gitignore

@@ -1,7 +1,8 @@
 /node_modules/
 /.env
-/storage
-package-lock.json
 stdout.log
 /dist
-/build
+/build
+/public/imports
+
+dist

packages/server/Dockerfile

@@ -1,4 +1,4 @@
-FROM node:14.20-alpine as build
+FROM node:18.16.0-alpine as build
 
 USER root
 
@@ -78,24 +78,33 @@ ENV MAIL_HOST=$MAIL_HOST \
   SIGNUP_ALLOWED_DOMAINS=$SIGNUP_ALLOWED_DOMAINS \
   SIGNUP_ALLOWED_EMAILS=$SIGNUP_ALLOWED_EMAILS
 
+# New Relic config file.
+ENV NEW_RELIC_NO_CONFIG_FILE=true
+
 # Create app directory.
 WORKDIR /app
 
 RUN chown node:node /
 
+# Install pnpm 
+RUN npm install -g pnpm
+
 # Copy application dependency manifests to the container image.
-COPY ./package*.json ./
-COPY ./packages/server/package*.json ./packages/server/
+COPY --chown=node:node ./ ./
 
-COPY ./lerna.json ./lerna.json
+# Install application dependencies
+RUN apk update
+RUN apk add python3 build-base chromium
 
-# Install app dependencies for production.
-RUN npm install
-RUN npm run bootstrap
+# Set PYHTON env
+ENV PYTHON=/usr/bin/python3
+
+# Install packages dependencies for production.
+RUN pnpm install
 
 COPY --chown=node:node ./packages/server ./packages/server
 
 # # 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

@@ -1,6 +1,6 @@
 {
   "name": "@bigcapital/server",
-  "version": "0.9.5",
+  "version": "0.10.2",
   "description": "",
   "main": "src/server.ts",
   "scripts": {
@@ -20,21 +20,30 @@
     "bigcapital": "./bin/bigcapital.js"
   },
   "dependencies": {
+    "@aws-sdk/client-s3": "^3.576.0",
+    "@aws-sdk/s3-request-presigner": "^3.583.0",
+    "@bigcapital/utils": "*",
     "@casl/ability": "^5.4.3",
     "@hapi/boom": "^7.4.3",
+    "@lemonsqueezy/lemonsqueezy.js": "^2.2.0",
+    "@supercharge/promise-pool": "^3.2.0",
+    "@types/express": "^4.17.21",
     "@types/i18n": "^0.8.7",
     "@types/knex": "^0.16.1",
     "@types/mathjs": "^6.0.12",
+    "@types/yup": "^0.29.13",
     "accepts": "^1.3.7",
     "accounting": "^0.4.1",
     "agenda": "^4.2.1",
     "agendash": "^3.1.0",
     "app-root-path": "^3.0.0",
     "async": "^3.2.0",
-    "axios": "^0.20.0",
+    "async-mutex": "^0.5.0",
+    "axios": "^1.6.0",
     "babel-loader": "^9.1.2",
     "bcryptjs": "^2.4.3",
     "bluebird": "^3.7.2",
+    "body-parser": "^1.20.2",
     "compression": "^1.7.4",
     "country-codes-list": "^1.6.8",
     "cpy": "^8.1.2",
@@ -42,7 +51,7 @@
     "crypto-random-string": "^3.2.0",
     "csurf": "^1.10.0",
     "deep-map": "^2.0.0",
-    "deepdash": "^5.3.7",
+    "deepdash": "^5.3.9",
     "dotenv": "^8.1.0",
     "errorhandler": "^1.5.1",
     "es6-weak-map": "^2.0.3",
@@ -52,9 +61,9 @@
     "express": "^4.17.1",
     "express-basic-auth": "^1.2.0",
     "express-boom": "^3.0.0",
-    "express-fileupload": "^1.1.7-alpha.3",
     "express-oauth-server": "^2.0.0",
     "express-validator": "^6.12.2",
+    "form-data": "^4.0.0",
     "gulp": "^4.0.2",
     "gulp-sass": "^5.0.0",
     "helmet": "^3.21.0",
@@ -62,20 +71,25 @@
     "is-my-json-valid": "^2.20.5",
     "js-money": "^0.6.3",
     "jsonwebtoken": "^8.5.1",
-    "knex": "^0.95.15",
+    "knex": "^3.1.0",
     "knex-cleaner": "^1.3.0",
-    "knex-db-manager": "^0.6.1",
     "libphonenumber-js": "^1.9.6",
     "lodash": "^4.17.15",
     "lru-cache": "^6.0.0",
     "mathjs": "^9.4.0",
     "memory-cache": "^0.2.0",
+    "mime-types": "^2.1.35",
     "moment": "^2.24.0",
     "moment-range": "^4.0.2",
+    "moment-timezone": "^0.5.43",
+    "mongodb": "^6.1.0",
     "mongoose": "^5.10.0",
+    "multer": "1.4.5-lts.1",
+    "multer-s3": "^3.0.1",
     "mustache": "^3.0.3",
     "mysql": "^2.17.1",
     "mysql2": "^1.6.5",
+    "newrelic": "^11.15.0",
     "node-cache": "^4.2.1",
     "nodemailer": "^6.3.0",
     "nodemon": "^1.19.1",
@@ -84,7 +98,9 @@
     "objection-filter": "^4.0.1",
     "objection-soft-delete": "^1.0.7",
     "objection-unique": "^1.2.2",
+    "plaid": "^10.3.0",
     "pluralize": "^8.0.0",
+    "posthog-node": "^4.2.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
     "qim": "0.0.52",
@@ -92,14 +108,22 @@
     "rate-limiter-flexible": "^2.1.14",
     "reflect-metadata": "^0.1.13",
     "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",
-    "winston": "^3.2.1"
+    "uuid": "^10.0.0",
+    "winston": "^3.2.1",
+    "xlsx": "^0.18.5",
+    "yup": "^0.28.1"
   },
   "devDependencies": {
     "@types/lodash": "^4.14.158",
+    "@types/multer": "^1.4.11",
     "@types/ramda": "^0.27.64",
     "@typescript-eslint/eslint-plugin": "^5.50.0",
     "@typescript-eslint/parser": "^5.50.0",
@@ -131,7 +155,7 @@
     "rimraf": "^3.0.2",
     "rtlcss": "^3.3.0",
     "run-script-webpack-plugin": "^0.1.1",
-    "sass": "^1.37.5",
+    "sass": "^1.58.0",
     "sinon": "^7.4.2",
     "start-server-webpack-plugin": "^2.2.5",
     "ts-loader": "^9.4.2",

packages/server/resources/locales/ar.json

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

packages/server/resources/locales/en.json

@@ -176,6 +176,7 @@
   "invoice.paper.conditions_title": "Conditions & terms",
   "invoice.paper.notes_title": "Notes",
   "invoice.paper.total": "Total",
+  "invoice.paper.subtotal": "Subtotal", 
   "invoice.paper.payment_amount": "Payment Amount",
   "invoice.paper.balance_due": "Balance Due",
 
@@ -240,28 +241,32 @@
   "account.field.normal.credit": "Credit",
   "account.field.normal.debit": "Debit",
   "account.field.type": "Type",
-  "account.field.active": "Activity",
+  "account.field.active": "Active",
+  "account.field.currency": "Currency",
   "account.field.balance": "Balance",
+  "account.field.bank_balance": "Bank Balance",
+  "account.field.parent_account": "Parent Account",
   "account.field.created_at": "Created at",
-  "item.field.type": "Item type",
+  "item.field.type": "Item Type",
   "item.field.type.inventory": "Inventory",
   "item.field.type.service": "Service",
-  "item.field.type.non-inventory": "Non inventory",
-  "item.field.name": "Name",
-  "item.field.code": "Code",
+  "item.field.type.non-inventory": "Non Inventory",
+  "item.field.name": "Item Name",
+  "item.field.code": "Item Code",
   "item.field.sellable": "Sellable",
   "item.field.purchasable": "Purchasable",
-  "item.field.cost_price": "Cost price",
-  "item.field.cost_account": "Cost account",
-  "item.field.sell_account": "Sell account",
-  "item.field.sell_description": "Sell description",
-  "item.field.inventory_account": "Inventory account",
-  "item.field.purchase_description": "Purchase description",
-  "item.field.quantity_on_hand": "Quantity on hand",
+  "item.field.cost_price": "Cost Price",
+  "item.field.sell_price": "Sell Price",
+  "item.field.cost_account": "Cost Account",
+  "item.field.sell_account": "Sell Account",
+  "item.field.sell_description": "Sell Description",
+  "item.field.inventory_account": "Inventory Account",
+  "item.field.purchase_description": "Purchase Description",
+  "item.field.quantity_on_hand": "Quantity on Hand",
   "item.field.note": "Note",
   "item.field.category": "Category",
   "item.field.active": "Active",
-  "item.field.created_at": "Created at",
+  "item.field.created_at": "Created At",
   "item_category.field.name": "Name",
   "item_category.field.description": "Description",
   "item_category.field.count": "Count",
@@ -274,8 +279,14 @@
   "invoice.field.invoice_message": "Invoice message",
   "invoice.field.terms_conditions": "Terms & conditions",
   "invoice.field.amount": "Amount",
+  "invoice.field.exchange_rate": "Exchange Rate",
   "invoice.field.payment_amount": "Payment amount",
   "invoice.field.due_amount": "Due amount",
+  "invoice.field.delivered": "Delivered",
+  "invoice.field.item_name": "Item Name",
+  "invoice.field.rate": "Rate",
+  "invoice.field.quantity": "Quantity",
+  "invoice.field.description": "Description",
   "invoice.field.status": "Status",
   "invoice.field.status.paid": "Paid",
   "invoice.field.status.partially-paid": "Partially paid",
@@ -284,6 +295,8 @@
   "invoice.field.status.delivered": "Delivered",
   "invoice.field.status.draft": "Draft",
   "invoice.field.created_at": "Created at",
+  "invoice.field.currency": "Currency",
+  "invoice.field.entries": "Entries",
   "estimate.field.amount": "Amount",
   "estimate.field.estimate_number": "Estimate number",
   "estimate.field.customer": "Customer",
@@ -298,22 +311,31 @@
   "estimate.field.status.approved": "Approved",
   "estimate.field.status.draft": "Draft",
   "estimate.field.created_at": "Created at",
-  "payment_receive.field.customer": "Customer",
-  "payment_receive.field.payment_date": "Payment date",
   "payment_receive.field.amount": "Amount",
-  "payment_receive.field.reference_no": "Reference No.",
-  "payment_receive.field.deposit_account": "Deposit account",
   "payment_receive.field.payment_receive_no": "Payment receive No.",
   "payment_receive.field.statement": "Statement",
   "payment_receive.field.created_at": "Created at",
+  "payment_receive.field.customer": "Customer",
+  "payment_receive.field.exchange_rate": "Exchange Rate",
+  "payment_receive.field.payment_date": "Payment Date",
+  "payment_receive.field.reference_no": "Reference No.",
+  "payment_receive.field.deposit_account": "Deposit Account",
+  "payment_receive.field.entries": "Entries",
+  "payment_receive.field.invoice": "Invoice",
+  "payment_receive.field.entries.payment_amount": "Payment Amount",
   "bill_payment.field.vendor": "Vendor",
   "bill_payment.field.amount": "Amount",
-  "bill_payment.field.due_amount": "Due amount",
-  "bill_payment.field.payment_account": "Payment account",
-  "bill_payment.field.payment_number": "Payment number",
-  "bill_payment.field.payment_date": "Payment date",
+  "bill_payment.field.due_amount": "Due Amount",
+  "bill_payment.field.payment_account": "Payment Account",
+  "bill_payment.field.payment_number": "Payment No.",
+  "bill_payment.field.payment_date": "Payment Date",
   "bill_payment.field.reference_no": "Reference No.",
   "bill_payment.field.description": "Description",
+  "bill_payment.field.exchange_rate": "Exchange Rate",
+  "bill_payment.field.note": "Note",
+  "bill_payment.field.entries.bill": "Bill No.",
+  "bill_payment.field.entries.payment_amount": "Payment Amount",
+  "bill_payment.field.reference": "Reference No.",
   "bill_payment.field.created_at": "Created at",
   "bill.field.vendor": "Vendor",
   "bill.field.bill_number": "Bill number",
@@ -341,22 +363,30 @@
   "inventory_adjustment.field.description": "Description",
   "inventory_adjustment.field.published_at": "Published at",
   "inventory_adjustment.field.created_at": "Created at",
-  "expense.field.payment_date": "Payment date",
-  "expense.field.payment_account": "Payment account",
+  "expense.field.payment_date": "Payment Date",
+  "expense.field.payment_account": "Payment Account",
   "expense.field.amount": "Amount",
+  "expense.field.currency_code": "Currency",
+  "expense.field.exchange_rate": "Exchange Rate", 
   "expense.field.reference_no": "Reference No.",
   "expense.field.description": "Description",
+  "expense.field.line_description": "Line Description",
   "expense.field.published": "Published",
+  "expense.field.categories": "Categories",
+  "expense.field.expense_account": "Expense Account",
+  "expense.field.publish": "Publish",
   "expense.field.status": "Status",
   "expense.field.status.draft": "Draft",
   "expense.field.status.published": "Published",
   "expense.field.created_at": "Created at",
   "manual_journal.field.date": "Date",
-  "manual_journal.field.journal_number": "Journal number",
+  "manual_journal.field.journal_number": "Journal No.",
   "manual_journal.field.reference": "Reference No.",
-  "manual_journal.field.journal_type": "Journal type",
+  "manual_journal.field.journal_type": "Journal Type",
   "manual_journal.field.amount": "Amount",
   "manual_journal.field.description": "Description",
+  "manual_journal.field.currency": "Currency",
+  "manual_journal.field.exchange_rate": "Exchange Rate",
   "manual_journal.field.status": "Status",
   "manual_journal.field.created_at": "Created at",
   "receipt.field.amount": "Amount",
@@ -375,8 +405,8 @@
   "customer.field.last_name": "Last name",
   "customer.field.display_name": "Display name",
   "customer.field.email": "Email",
-  "customer.field.work_phone": "Work phone",
-  "customer.field.personal_phone": "Personal phone",
+  "customer.field.work_phone": "Work Phone Number",
+  "customer.field.personal_phone": "Personal Phone Number",
   "customer.field.company_name": "Company name",
   "customer.field.website": "Website",
   "customer.field.opening_balance_at": "Opening balance at",
@@ -384,7 +414,7 @@
   "customer.field.created_at": "Created at",
   "customer.field.balance": "Balance",
   "customer.field.status": "Status",
-  "customer.field.currency": "Curreny",
+  "customer.field.currency": "Currency",
   "customer.field.status.active": "Active",
   "customer.field.status.inactive": "Inactive",
   "customer.field.status.overdue": "Overdue",
@@ -393,8 +423,8 @@
   "vendor.field.last_name": "Last name",
   "vendor.field.display_name": "Display name",
   "vendor.field.email": "Email",
-  "vendor.field.work_phone": "Work phone",
-  "vendor.field.personal_phone": "Personal phone",
+  "vendor.field.work_phone": "Work Phone Number",
+  "vendor.field.personal_phone": "Personal Phone Number",
   "vendor.field.company_name": "Company name",
   "vendor.field.website": "Website",
   "vendor.field.opening_balance_at": "Opening balance at",
@@ -402,13 +432,16 @@
   "vendor.field.created_at": "Created at",
   "vendor.field.balance": "Balance",
   "vendor.field.status": "Status",
-  "vendor.field.currency": "Curreny",
+  "vendor.field.note": "Note",
+  "vendor.field.currency": "Currency",
   "vendor.field.status.active": "Active",
   "vendor.field.status.inactive": "Inactive",
   "vendor.field.status.overdue": "Overdue",
   "vendor.field.status.unpaid": "Unpaid",
   "Invoice write-off": "Invoice write-off",
 
+  
+
   "transaction_type.credit_note": "Credit note",
   "transaction_type.refund_credit_note": "Refund credit note",
   "transaction_type.vendor_credit": "Vendor credit",
@@ -587,6 +620,7 @@
   "balance_sheet.long_term_liabilities": "Long-Term Liabilities",
   "balance_sheet.non_current_liabilities": "Non-Current Liabilities",
   "balance_sheet.equity": "Equity",
+  "balance_sheet.net_income": "Net Income",
 
   "balance_sheet.account_name": "Account name",
   "balance_sheet.total": "Total",

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

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

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

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

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

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

packages/server/resources/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 +1,242 @@
 extends ../PaperTemplateLayout.pug
 
-block head 
-  style
-    if (isRtl)
-      include ../../css/modules/estimate-rtl.css
-    else
-      include ../../css/modules/estimate.css
+block head
+  - 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 {
+      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 {
+    }
+    .#{prefix}-addresses{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      align-items: flex-start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-addresses > * {
+      flex: 1 1;
+    }
+    .#{prefix}-address {
+    }
+    .#{prefix}-address__item {
+    }
+    .#{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__header--item{
+      width: 50%;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell--right{
+      text-align: right;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{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.estimate
-  div.estimate__header
-    div.paper
-      h1.title #{__("estimate.paper.estimate")}
-      span.email #{saleEstimate.estimateNumber}
+  div(class=`${prefix}-root`, style=`--invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor};`)
 
-    div.organization 
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
+    //- Header (invluces big title, details and logo)
+    div(class=`${prefix}-header`)
 
-  div.estimate__estimate-amount
-    div.label #{__('estimate.paper.estimate_amount')}
-    div.amount #{saleEstimate.formattedAmount}
+      //- Header details (includes big title and details )
+      div(class=`${prefix}-header-details`)            
+        h1(class=`${prefix}-big-title`) Estimate
 
-  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}
+        //- Terms List
+        div(class=`${prefix}-terms`)
+          if showEstimateNumber
+            div(class=`${prefix}-terms-item`)
+              div(class=`${prefix}-terms-item__label`) #{estimateNumberLabel}
+              div(class=`${prefix}-terms-item__value`) #{estimateNumebr}
 
-    div.estimate__meta-item.estimate__meta-item--billed-to
-      span.label #{__("estimate.paper.billed_to")}
-      span.value #{saleEstimate.customer.displayName}
+          if showEstimateDate
+            div(class=`${prefix}-terms-item`)
+              div(class=`${prefix}-terms-item__label`) #{estimateDateLabel}
+              div(class=`${prefix}-terms-item__value`) #{estimateDate}
 
-    div.estimate__meta-item.estimate__meta-item--estimate-date
-      span.label #{__("estimate.paper.estimate_date")}
-      span.value #{saleEstimate.formattedEstimateDate}
+          if showExpirationDate
+            div(class=`${prefix}-terms-item`)
+              div(class=`${prefix}-terms-item__label`) #{expirationDateLabel}
+              div(class=`${prefix}-terms-item__value`) #{expirationDate}
 
-    div.estimate__meta-item.estimate__meta-item--due-date
-      span.label #{__("estimate.paper.expiration_date")}
-      span.value #{saleEstimate.formattedExpirationDate}
+      //- Company logo
+      if showCompanyLogo && companyLogoUri
+        div(class=`${prefix}-logo-wrap`)
+          img(alt="Company logo", src=companyLogoUri)
 
-  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")}
+    //- Addresses (Group section)
+    div(class=`${prefix}-addresses`)
+      if showCompanyAddress
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
+
+      if showCustomerAddress
+        div(class=`${prefix}-address-to`)
+          strong #{billedToLabel}
+          div !{customerAddress}
+
+    //- Table section (Line items)
+    table(class=`${prefix}-table`)
+      thead
+        tr
+          th(class=`${prefix}-table__header ${prefix}-table__header--item`) Item
+          th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) Qty
+          th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) Rate
+          th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) Total
       tbody
-        each entry in saleEstimate.entries
-         tr
-           td.item
-            div.title=entry.item.name
-            span.description=entry.description
-           td.rate=entry.rate
-           td.quantity=entry.quantity
-           td.total=entry.amount
+        each line in lines
+          tr
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--item`)
+              div.item  
+                div.item__label #{line.item}
+                div.item__description #{line.description}
+            td(class=`${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.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}
+    //- Totals section
+    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=`${prefix}-totals__item-amount`) #{subtotal}
+      if showTotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark  ${prefix}-totals__item--font-weight-bold`)
+          div(class=`${prefix}-totals__item-label`) #{totalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{total}
 
-  div.estimate__footer
-    if saleEstimate.termsConditions
-      div.estimate__conditions
-        h3 #{__("estimate.paper.conditions_title")}
-        p #{saleEstimate.termsConditions}
+    //- Statements section
+    if showTermsConditions && termsConditions
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`) #{termsConditionsLabel}
+        div(class=`${prefix}-statement__value`) #{termsConditions}
 
-    if saleEstimate.note
-      div.estimate__notes
-        h3 #{__("estimate.paper.notes_title")}
-        p #{saleEstimate.note}
+    if showCustomerNote && customerNote
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`) #{customerNoteLabel}
+        div(class=`${prefix}-statement__value`) #{customerNote}

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

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

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

@@ -0,0 +1,25 @@
+block head
+  style 
+    include ../../css/modules/financial-sheet.css
+
+style.
+  !{customCSS}
+
+block content 
+  .sheet 
+    .sheet__header 
+      .sheet__company-name=organizationName
+      .sheet__sheet-type=sheetName
+      .sheet__sheet-date=sheetDate
+
+    table.sheet__table
+      thead
+        tr
+          each column in table.columns
+            th(style=column.style class='column--' + column.key)= column.label
+      tbody
+        each row in table.rows
+          tr(class=row.classNames)
+            each cell in row.cells 
+              td(class='cell--' + cell.key)
+                span!= cell.value

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

@@ -1,85 +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.formattedAmount}
-
-  div.invoice__meta
-   div.invoice__meta-item.invoice__meta-item--amount
-    span.label #{__('invoice.paper.due_amount')}
-    span.value #{saleInvoice.formattedDueAmount}
-
-   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.formattedInvoiceDate}
-
-   div.invoice__meta-item.invoice__meta-item--due-date
-    span.label #{__("invoice.paper.due_date")}
-    span.value #{saleInvoice.formattedDueDate}
-
-  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.total
-            td #{__('invoice.paper.total')}
-            td #{saleInvoice.formattedAmount}
-          tr.payment-amount
-            td #{__('invoice.paper.payment_amount')}
-            td #{saleInvoice.formattedPaymentAmount}
-          tr.blanace-due
-            td #{__('invoice.paper.balance_due')}
-            td #{saleInvoice.formattedDueAmount}
-
-  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/invoice-standard.pug

@@ -0,0 +1,272 @@
+extends ../PaperTemplateLayout.pug
+
+block head
+  - 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}-details {
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-detail {
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-detail__label {
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-detail__value {
+      /* Styles for detail values */
+    }
+    .#{prefix}-address-root {
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      align-items: flex-start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-address-from {
+      flex: 1;
+    }
+    .#{prefix}-address-from__item {
+      /* Styles for items in the billed-from address */
+    }
+    .#{prefix}-address-to {
+      flex: 1;
+    }
+    .#{prefix}-address-to__item {
+      /* Styles for items in the billed-to address */
+    }
+    .#{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__header--item {
+      width: 50%;
+    }
+    .#{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__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}-paragraph {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-paragraph__label {
+      color: #666;
+    }
+    .#{prefix}-paragraph__value {
+      white-space: pre-line;
+    }
+block content
+  //- block head
+  div(class=`${prefix}-root`, style=`--invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor};`)
+
+    //- Header (includes big title, details and logo )
+    div(class=`${prefix}-header`)
+      //- Header details (includes big title and details )
+      div(class=`${prefix}-header-details`)
+        //- Title and company logo
+        h1(class=`${prefix}-big-title`) Invoice
+
+        //- Invoice details
+        div(class=`${prefix}-details`)
+          if showInvoiceNumber
+            div(class=`${prefix}-detail`)
+              div(class=`${prefix}-detail__label`) #{invoiceNumberLabel}
+              div(class=`${prefix}-detail__value`) #{invoiceNumber}
+
+          if showDateIssue
+            div(class=`${prefix}-detail`)
+              div(class=`${prefix}-detail__label`) #{dateIssueLabel}
+              div(class=`${prefix}-detail__value`) #{dateIssue}
+
+          if showDueDate
+            div(class=`${prefix}-detail`)
+              div(class=`${prefix}-detail__label`) #{dueDateLabel}
+              div(class=`${prefix}-detail__value`) #{dueDate}
+
+      //- Company logo
+      if showCompanyLogo && companyLogoUri
+        div(class=`${prefix}-logo-wrap`)
+          img(alt="Company logo", src=companyLogoUri)
+
+    //- Address section
+    div(class=`${prefix}-address-root`)
+      if showCompanyAddress
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
+
+      if showCustomerAddress
+        div(class=`${prefix}-address-to`)
+          strong #{billedToLabel}
+          div !{customerAddress}
+
+    //- Invoice table
+    table(class=`${prefix}-table`)
+      thead
+        tr
+          th(class=`${prefix}-table__header ${prefix}-table__header--item`) #{lineItemLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) #{lineQuantityLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) #{lineRateLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) #{lineTotalLabel}
+      tbody
+        each line in lines
+          tr
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--item`)
+              div.item
+                div.item__label #{line.item}
+                div.item__description #{line.description}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.quantity}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.rate}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.total}
+
+    //- Totals section
+    div(class=`${prefix}-totals`)
+      if showSubtotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-gray`)
+          div(class=`${prefix}-totals__item-label`) #{subtotalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{subtotal}
+
+      if showDiscount
+        div(class=`${prefix}-totals__item`)
+          div(class=`${prefix}-totals__item-label`) #{discountLabel}
+          div(class=`${prefix}-totals__item-amount`) #{discount}
+
+      if showTaxes
+        each tax in taxes
+          div(class=`${prefix}-totals__item`)
+            div(class=`${prefix}-totals__item-label`) #{tax.label}
+            div(class=`${prefix}-totals__item-amount`) #{tax.amount}
+
+      if showTotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark ${prefix}-totals__item--font-weight-bold`)
+          div(class=`${prefix}-totals__item-label`) #{totalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{total}
+
+      if showPaymentMade
+        div(class=`${prefix}-totals__item`)
+          div(class=`${prefix}-totals__item-label`) #{paymentMadeLabel}
+          div(class=`${prefix}-totals__item-amount`) #{paymentMade}
+
+      if showBalanceDue
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark ${prefix}-totals__item--font-weight-bold`)
+          div(class=`${prefix}-totals__item-label`) #{balanceDueLabel}
+          div(class=`${prefix}-totals__item-amount`) #{balanceDue}
+
+    //- Footer section
+    if showTermsConditions && termsConditions
+      div(class=`${prefix}-paragraph`)
+        if termsConditionsLabel
+          div(class=`${prefix}-paragraph__label`) #{termsConditionsLabel}
+        div(class=`${prefix}-paragraph__value`) #{termsConditions}
+
+    if showStatement && statement
+      div(class=`${prefix}-paragraph`)
+        if statementLabel
+          div(class=`${prefix}-paragraph__label`) #{statementLabel}
+        div(class=`${prefix}-paragraph__value`) #{statement}

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

@@ -1,67 +1,192 @@
 extends ../PaperTemplateLayout.pug
 
 block head
-  style
-    if (isRtl)
-      include ../../css/modules/payment-rtl.css
-    else
-      include ../../css/modules/payment.css
+  - var prefix = 'bp3';
+  
+  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}-addresses{ 
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      align-items: flex-start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-addresses > * {
+      flex: 1 1;
+    }
+    .#{prefix}-address__label{ 
 
+    }
+    .#{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}-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--gray-border {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__item--dark-border {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__item--bold {
+      font-weight: bold;
+    }
+    .#{prefix}-totals__item-label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__item-amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
 block content
- div.payment
-  div.payment__header
-    div.paper
-      h1.title #{__("payment.paper.payment_receipt")}
-      if paymentReceive.paymentReceiveNo
-       span.paymentNumber #{paymentReceive.paymentReceiveNo}
+  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`) Payment
+        div(class=`${prefix}-terms-list`)
+          if showPaymentReceivedNumber
+            div(class=`${prefix}-terms-item`)
+              div(class=`${prefix}-terms-item__label`) #{paymentReceivedNumberLabel}
+              div(class=`${prefix}-terms-item__value`) #{paymentReceivedNumebr}
 
-    div.organization
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
+          if showPaymentReceivedDate
+            div(class=`${prefix}-terms-item`)
+              div(class=`${prefix}-terms-item__label`) #{paymentReceivedDateLabel}
+              div(class=`${prefix}-terms-item__value`) #{paymentReceivedDate}
 
-  div.payment__received-amount
-    div.label #{__('payment.paper.amount_received')}
-    div.amount #{paymentReceive.formattedAmount}
+      if showCompanyLogo && companyLogoUri
+        div(class=`${prefix}-logo-wrap`)
+          img(src=companyLogoUri alt="Company Logo")
+        
+    div(class=`${prefix}-addresses`)
+      if showCompanyAddress
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
 
-  div.payment__meta
-   div.payment__meta-item.payment__meta-item--billed-to
-    span.label #{__("payment.paper.billed_to")}
-    span.value #{paymentReceive.customer.displayName}
+      if showCustomerAddress
+        div(class=`${prefix}-address-to`)
+          strong #{billedToLabel}
+          div !{customerAddress}
 
-   div.payment__meta-item.payment__meta-item--payment-date
-    span.label #{__("payment.paper.payment_date")}
-    span.value #{paymentReceive.formattedPaymentDate}
+    table(class=`${prefix}-table`)
+      thead
+        tr 
+          th(class=`${prefix}-table__header`) Invoice #
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Invoice Amount
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Paid Amount
 
-  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.formattedInvoiceDate
-        td.invoiceAmount=entry.invoice.formattedAmount
-        td.paymentAmount=entry.invoice.formattedPaymentAmount
+      tbody
+      each line in lines
+        tr
+          td(class=`${prefix}-table__cell`) #{line.invoiceNumber}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.invoiceAmount}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.paidAmount}
 
-  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(class=`${prefix}-totals`)
+      if showSubtotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--gray-border`)
+          div(class=`${prefix}-totals__item-label`) #{subtotalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{subtotal}
 
-  div.payment__footer
-    if paymentReceive.statement
-     div.payment__notes
-      h3 #{__("payment.paper.statement")}
-      p #{paymentReceive.statement}
+      if showTotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--dark-border`)
+          div(class=`${prefix}-totals__item-label`) #{totalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{total}

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

@@ -1,77 +1,231 @@
 extends ../PaperTemplateLayout.pug
 
 block head 
-  style
-    if (isRtl)
-      include ../../css/modules/receipt-rtl.css
-    else
-      include ../../css/modules/receipt.css
+  - var prefix = 'bc'
+  style.
+    .#{prefix}-root {
+      color: #000;
+      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;
+      align-items: 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}-logo-wrap img {
+      width: 100%;
+      height: 100%;
+      max-width: 260px;
+      max-height: 100px;
+    }
+    .#{prefix}-big-title {
+      font-size: 30px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;      
+    }
+    .#{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 {}
+    .#{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 auto;
+    }
+    .#{prefix}-address {}
+    .#{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__header--item{
+      width: 50%;
+    }
+    .#{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__line {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__line--gray-border {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__line--dark-border {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__line__label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__line__amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
+    .#{prefix}-statement {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-statement__label {}
+    .#{prefix}-statement__value {
+      white-space: pre-line;
+    }
 
 block content 
- div.receipt
-  div.receipt__header
-    div.paper
-      h1.title #{__("receipt.paper.receipt")}
-      span.receiptNumber #{saleReceipt.receiptNumber}
+  //- block head
+  div(class=`${prefix}-root`, style=`--invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor};`)
 
-    div.organization
-      h3.title #{organizationName}
+    //- Header (includes big title, details and logo )
+    div(class=`${prefix}-header`)
+      //- Header details (includes big title and details )
+      div(class=`${prefix}-header-details`)
+        //- Title and company logo
+        h1(class=`${prefix}-big-title`) Receipt
 
-  div.receipt__receipt-amount
-    div.label #{__('receipt.paper.receipt_amount')}
-    div.amount #{saleReceipt.formattedAmount}
+        //- Terms List
+        div(class=`${prefix}-terms-list`)
+          if showReceiptNumber
+            div(class=`${prefix}-terms-item`)
+              span(class=`${prefix}-terms-item__label`)= receiptNumberLabel
+              span(class=`${prefix}-terms-item__value`)= receiptNumber
 
-  div.receipt__meta
-   div.receipt__meta-item.receipt__meta-item--billed-to
-    span.label #{__("receipt.paper.billed_to")}
-    span.value #{saleReceipt.customer.displayName}
+          if showReceiptDate
+            div(class=`${prefix}-terms-item`)
+              span(class=`${prefix}-terms-item__label`)= receiptDateLabel
+              span(class=`${prefix}-terms-item__value`)= receiptDate
 
-   div.receipt__meta-item.receipt__meta-item--invoice-date
-    span.label #{__("receipt.paper.receipt_date")}
-    span.value #{saleReceipt.formattedReceiptDate}
+      //- Company logo
+      if showCompanyLogo && companyLogoUri
+        div(class=`${prefix}-logo-wrap`)
+          img(src=companyLogoUri alt=`Company Logo`)
 
-   if saleReceipt.receiptNumber
-    div.receipt__meta-item.receipt__meta-item--invoice-number
-     span.label #{__("receipt.paper.receipt_number")}
-     span.value #{saleReceipt.receiptNumber}
+    //- Address Section
+    div(class=`${prefix}-address-section`)
+      if showCompanyAddress
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
 
-  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 #{'$0'}
+      if showCustomerAddress
+        div(class=`${prefix}-address-to`)
+          strong #{billedToLabel}
+          div !{customerAddress}
 
-  div.receipt__footer
-    if saleReceipt.statement
-      div.receipt__conditions
-        h3 #{__("receipt.paper.statement")}
-        p #{saleReceipt.statement}
+    //- Table Section
+    table(class=`${prefix}-table`)
+      thead(class=`${prefix}-table__header`)
+        tr
+          th(class=`${prefix}-table__header ${prefix}-table__header--item`) Item
+          th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) Qty
+          th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) Rate
+          th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) Total
+      tbody
+        each line in lines
+          tr(class=`${prefix}-table__row`)
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--item`)
+              div.item
+                div.item__label #{line.item}
+                div.item__description #{line.description}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.quantity}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.rate}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.total}
 
-    if saleReceipt.receiptMessage
-      div.receipt__notes
-        h3 #{__("receipt.paper.notes")}
-        p #{saleReceipt.receiptMessage}
+    //- Totals Section
+    div(class=`${prefix}-totals`)
+      if showSubtotal
+        div(class=`${prefix}-totals__line ${prefix}-totals__line--gray-border`)
+          span(class=`${prefix}-totals__line__label`)= subtotalLabel
+          span(class=`${prefix}-totals__line__amount`)= subtotal
+
+      if showTotal
+        div(class=`${prefix}-totals__line ${prefix}-totals__line--dark-border`)
+          span(class=`${prefix}-totals__line__label`)= totalLabel
+          span(class=`${prefix}-totals__line__amount`)= total
+
+    //- Customer Note Section
+    if showCustomerNote && customerNote
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`)= customerNoteLabel
+        div(class=`${prefix}-statement__value`)= customerNote
+
+    //- Terms & Conditions Section
+    if showTermsConditions && termsConditions
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`)= termsConditionsLabel
+        div(class=`${prefix}-statement__value`)= termsConditions

packages/server/scripts/gulpConfig.js

@@ -66,12 +66,14 @@ module.exports = {
         // sourcemaps: true, // Allow to enable/disable sourcemaps or pass object to configure it.
         // minify: true, // Allow to enable/disable minify the source.
       },
-    //   {
-    //     src: './assets/sass/editor-style.scss',
-    //     dest: './assets/css',
-    //     sourcemaps: true,
-    //     minify: true,
-    //   },
+      {
+        src: `${RESOURCES_PATH}/scss/modules/financial-sheet.scss`,
+        dest: `${RESOURCES_PATH}/css/modules`,
+      },
+      {
+        src: `${RESOURCES_PATH}/scss/modules/export-resource-table.scss`,
+        dest: `${RESOURCES_PATH}/css/modules`,
+      },
     ],
     // RTL builds.
     rtl: [
@@ -114,7 +116,7 @@ module.exports = {
     // SASS Configuration for all builds.
     sass: {
       errLogToConsole: true,
-    //   outputStyle: 'compact',
+      //   outputStyle: 'compact',
     },
 
     // CSS MQ Packer configuration for all builds and style tasks.

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

@@ -27,7 +27,7 @@ export default class AccountsController extends BaseController {
   /**
    * Router constructor method.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -98,29 +98,25 @@ export default class AccountsController extends BaseController {
   /**
    * Create account DTO Schema validation.
    */
-  get createAccountDTOSchema() {
+  private get createAccountDTOSchema() {
     return [
       check('name')
         .exists()
         .isLength({ min: 3, max: DATATYPES_LENGTH.STRING })
-        .trim()
-        .escape(),
+        .trim(),
       check('code')
         .optional({ nullable: true })
         .isLength({ min: 3, max: 6 })
-        .trim()
-        .escape(),
+        .trim(),
       check('currency_code').optional(),
       check('account_type')
         .exists()
         .isLength({ min: 3, max: DATATYPES_LENGTH.STRING })
-        .trim()
-        .escape(),
+        .trim(),
       check('description')
         .optional({ nullable: true })
         .isLength({ max: DATATYPES_LENGTH.TEXT })
-        .trim()
-        .escape(),
+        .trim(),
       check('parent_account_id')
         .optional({ nullable: true })
         .isInt({ min: 0, max: DATATYPES_LENGTH.INT_10 })
@@ -131,28 +127,24 @@ export default class AccountsController extends BaseController {
   /**
    * Account DTO Schema validation.
    */
-  get editAccountDTOSchema() {
+  private get editAccountDTOSchema() {
     return [
       check('name')
         .exists()
         .isLength({ min: 3, max: DATATYPES_LENGTH.STRING })
-        .trim()
-        .escape(),
+        .trim(),
       check('code')
         .optional({ nullable: true })
         .isLength({ min: 3, max: 6 })
-        .trim()
-        .escape(),
+        .trim(),
       check('account_type')
         .exists()
         .isLength({ min: 3, max: DATATYPES_LENGTH.STRING })
-        .trim()
-        .escape(),
+        .trim(),
       check('description')
         .optional({ nullable: true })
         .isLength({ max: DATATYPES_LENGTH.TEXT })
-        .trim()
-        .escape(),
+        .trim(),
       check('parent_account_id')
         .optional({ nullable: true })
         .isInt({ min: 0, max: DATATYPES_LENGTH.INT_10 })
@@ -160,14 +152,14 @@ export default class AccountsController extends BaseController {
     ];
   }
 
-  get accountParamSchema() {
+  private get accountParamSchema() {
     return [param('id').exists().isNumeric().toInt()];
   }
 
   /**
    * Accounts list validation schema.
    */
-  get accountsListSchema() {
+  private get accountsListSchema() {
     return [
       query('view_slug').optional({ nullable: true }).isString().trim(),
       query('stringified_filter_roles').optional().isJSON(),
@@ -207,7 +199,6 @@ export default class AccountsController extends BaseController {
         tenantId,
         accountDTO
       );
-
       return res.status(200).send({
         id: account.id,
         message: 'The account has been created successfully.',

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

@@ -0,0 +1,266 @@
+import mime from 'mime-types';
+import { Service, Inject } from 'typedi';
+import { Router, Response, NextFunction, Request } from 'express';
+import { body, param } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { AttachmentsApplication } from '@/services/Attachments/AttachmentsApplication';
+import { AttachmentUploadPipeline } from '@/services/Attachments/S3UploadPipeline';
+
+@Service()
+export class AttachmentsController extends BaseController {
+  @Inject()
+  private attachmentsApplication: AttachmentsApplication;
+
+  @Inject()
+  private uploadPipelineService: AttachmentUploadPipeline;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/',
+      this.uploadPipelineService.validateS3Configured,
+      this.uploadPipelineService.uploadPipeline().single('file'),
+      this.validateUploadedFileExistance,
+      this.uploadAttachment.bind(this)
+    );
+    router.delete(
+      '/:id',
+      [param('id').exists()],
+      this.validationResult,
+      this.deleteAttachment.bind(this)
+    );
+    router.get(
+      '/:id',
+      [param('id').exists()],
+      this.validationResult,
+      this.getAttachment.bind(this)
+    );
+    router.post(
+      '/:id/link',
+      [body('modelRef').exists(), body('modelId').exists()],
+      this.validationResult
+    );
+    router.post(
+      '/:id/link',
+      [body('modelRef').exists(), body('modelId').exists()],
+      this.validationResult,
+      this.linkDocument.bind(this)
+    );
+    router.post(
+      '/:id/unlink',
+      [body('modelRef').exists(), body('modelId').exists()],
+      this.validationResult,
+      this.unlinkDocument.bind(this)
+    );
+    router.get(
+      '/:id/presigned-url',
+      [param('id').exists()],
+      this.validationResult,
+      this.getAttachmentPresignedUrl.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Validates the upload file existance.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Response|void}
+   */
+  private validateUploadedFileExistance(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    if (!req.file) {
+      return res.boom.badRequest(null, {
+        errorType: 'FILE_UPLOAD_FAILED',
+        message: 'Now file uploaded.',
+      });
+    }
+    next();
+  }
+
+  /**
+   * Uploads the attachments to S3 and store the file metadata to DB.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Response|void}
+   */
+  private async uploadAttachment(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const file = req.file;
+
+    try {
+      const data = await this.attachmentsApplication.upload(tenantId, file);
+
+      return res.status(200).send({
+        status: 200,
+        message: 'The document has uploaded successfully.',
+        data,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the given attachment key.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  private async getAttachment(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { id } = req.params;
+
+    try {
+      const data = await this.attachmentsApplication.get(tenantId, id);
+
+      const byte = await data.Body.transformToByteArray();
+      const extension = mime.extension(data.ContentType);
+      const buffer = Buffer.from(byte);
+
+      res.set(
+        'Content-Disposition',
+        `filename="${req.params.id}.${extension}"`
+      );
+      res.set('Content-Type', data.ContentType);
+      res.send(buffer);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Deletes the given document key.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  private async deleteAttachment(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { id: documentId } = req.params;
+
+    try {
+      await this.attachmentsApplication.delete(tenantId, documentId);
+
+      return res.status(200).send({
+        status: 200,
+        message: 'The document has been delete successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Links the given document key.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  private async linkDocument(
+    req: Request,
+    res: Response,
+    next: Function
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { id: documentId } = req.params;
+    const { modelRef, modelId } = this.matchedBodyData(req);
+
+    try {
+      await this.attachmentsApplication.link(
+        tenantId,
+        documentId,
+        modelRef,
+        modelId
+      );
+      return res.status(200).send({
+        status: 200,
+        message: 'The document has been linked successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Links the given document key.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  private async unlinkDocument(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { id: documentId } = req.params;
+    const { modelRef, modelId } = this.matchedBodyData(req);
+
+    try {
+      await this.attachmentsApplication.link(
+        tenantId,
+        documentId,
+        modelRef,
+        modelId
+      );
+      return res.status(200).send({
+        status: 200,
+        message: 'The document has been linked successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retreives the presigned url of the given attachment key.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  private async getAttachmentPresignedUrl(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { id: documentKey } = req.params;
+
+    try {
+      const presignedUrl = await this.attachmentsApplication.getPresignedUrl(
+        tenantId,
+        documentKey
+      );
+      return res.status(200).send({ presignedUrl });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -9,6 +9,8 @@ import { DATATYPES_LENGTH } from '@/data/DataTypes';
 import LoginThrottlerMiddleware from '@/api/middleware/LoginThrottlerMiddleware';
 import AuthenticationApplication from '@/services/Authentication/AuthApplication';
 
+import JWTAuth from '@/api/middleware/jwtAuth';
+import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
 @Service()
 export default class AuthenticationController extends BaseController {
   @Inject()
@@ -28,6 +30,20 @@ export default class AuthenticationController extends BaseController {
       asyncMiddleware(this.login.bind(this)),
       this.handlerErrors
     );
+    router.use('/register/verify/resend', JWTAuth);
+    router.use('/register/verify/resend', AttachCurrentTenantUser);
+    router.post(
+      '/register/verify/resend',
+      asyncMiddleware(this.registerVerifyResendMail.bind(this)),
+      this.handlerErrors
+    );
+    router.post(
+      '/register/verify',
+      this.signupVerifySchema,
+      this.validationResult,
+      asyncMiddleware(this.registerVerify.bind(this)),
+      this.handlerErrors
+    );
     router.post(
       '/register',
       this.registerSchema,
@@ -74,31 +90,38 @@ export default class AuthenticationController extends BaseController {
         .exists()
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('last_name')
         .exists()
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('email')
         .exists()
         .isString()
         .isEmail()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('password')
         .exists()
         .isString()
         .isLength({ min: 6 })
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
     ];
   }
 
+  private get signupVerifySchema(): ValidationChain[] {
+    return [
+      check('email')
+        .exists()
+        .isString()
+        .isEmail()
+        .isLength({ max: DATATYPES_LENGTH.STRING }),
+      check('token').exists().isString(),
+    ];
+  }
+
   /**
    * Reset password schema.
    * @returns {ValidationChain[]}
@@ -123,7 +146,7 @@ export default class AuthenticationController extends BaseController {
    * @returns {ValidationChain[]}
    */
   private get sendResetPasswordSchema(): ValidationChain[] {
-    return [check('email').exists().isEmail().trim().escape()];
+    return [check('email').exists().isEmail().trim()];
   }
 
   /**
@@ -131,7 +154,11 @@ export default class AuthenticationController extends BaseController {
    * @param {Request} req
    * @param {Response} res
    */
-  private async login(req: Request, res: Response, next: Function): Response {
+  private async login(
+    req: Request,
+    res: Response,
+    next: Function
+  ): Promise<Response | null> {
     const userDTO: ILoginDTO = this.matchedBodyData(req);
 
     try {
@@ -166,6 +193,58 @@ export default class AuthenticationController extends BaseController {
     }
   }
 
+  /**
+   * Verifies the provider user's email after signin-up.
+   * @param {Request} req
+   * @param {Response}| res
+   * @param {Function} next
+   * @returns {Response|void}
+   */
+  private async registerVerify(req: Request, res: Response, next: Function) {
+    const signUpVerifyDTO: { email: string; token: string } =
+      this.matchedBodyData(req);
+
+    try {
+      const user = await this.authApplication.signUpConfirm(
+        signUpVerifyDTO.email,
+        signUpVerifyDTO.token
+      );
+      return res.status(200).send({
+        type: 'success',
+        message: 'The given user has verified successfully',
+        user,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Resends the confirmation email to the user.
+   * @param {Request} req
+   * @param {Response}| res
+   * @param {Function} next
+   */
+  private async registerVerifyResendMail(
+    req: Request,
+    res: Response,
+    next: Function
+  ) {
+    const { user } = req;
+
+    try {
+      const data = await this.authApplication.signUpConfirmResend(user.id);
+
+      return res.status(200).send({
+        type: 'success',
+        message: 'The given user has verified successfully',
+        data,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Send reset password handler
    * @param {Request} req

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

@@ -0,0 +1,218 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+import { param, query } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { GetBankAccountSummary } from '@/services/Banking/BankAccounts/GetBankAccountSummary';
+import { BankAccountsApplication } from '@/services/Banking/BankAccounts/BankAccountsApplication';
+import { GetPendingBankAccountTransactions } from '@/services/Cashflow/GetPendingBankAccountTransaction';
+
+@Service()
+export class BankAccountsController extends BaseController {
+  @Inject()
+  private getBankAccountSummaryService: GetBankAccountSummary;
+
+  @Inject()
+  private bankAccountsApp: BankAccountsApplication;
+
+  @Inject()
+  private getPendingTransactionsService: GetPendingBankAccountTransactions;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get('/:bankAccountId/meta', this.getBankAccountSummary.bind(this));
+    router.get(
+      '/pending_transactions',
+      [
+        query('account_id').optional().isNumeric().toInt(),
+        query('page').optional().isNumeric().toInt(),
+        query('page_size').optional().isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.getBankAccountsPendingTransactions.bind(this)
+    );
+    router.post(
+      '/:bankAccountId/disconnect',
+      this.disconnectBankAccount.bind(this)
+    );
+    router.post('/:bankAccountId/update', this.refreshBankAccount.bind(this));
+    router.post(
+      '/:bankAccountId/pause_feeds',
+      [param('bankAccountId').exists().isNumeric().toInt()],
+      this.validationResult,
+      this.pauseBankAccountFeeds.bind(this)
+    );
+    router.post(
+      '/:bankAccountId/resume_feeds',
+      [param('bankAccountId').exists().isNumeric().toInt()],
+      this.validationResult,
+      this.resumeBankAccountFeeds.bind(this)
+    );
+
+    return router;
+  }
+
+  /**
+   * Retrieves the bank account meta summary.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async getBankAccountSummary(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      const data =
+        await this.getBankAccountSummaryService.getBankAccountSummary(
+          tenantId,
+          bankAccountId
+        );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the bank account pending transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  async getBankAccountsPendingTransactions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data =
+        await this.getPendingTransactionsService.getPendingTransactions(
+          tenantId,
+          query
+        );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Disonnect the given bank account.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async disconnectBankAccount(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankAccountsApp.disconnectBankAccount(tenantId, bankAccountId);
+
+      return res.status(200).send({
+        id: bankAccountId,
+        message: 'The bank account has been disconnected.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Refresh the given bank account.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async refreshBankAccount(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankAccountsApp.refreshBankAccount(tenantId, bankAccountId);
+
+      return res.status(200).send({
+        id: bankAccountId,
+        message: 'The bank account has been disconnected.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Resumes the bank account feeds sync.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | void>}
+   */
+  async resumeBankAccountFeeds(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankAccountsApp.resumeBankAccount(tenantId, bankAccountId);
+
+      return res.status(200).send({
+        message: 'The bank account feeds syncing has been resumed.',
+        id: bankAccountId,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Pauses the bank account feeds sync.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | void>}
+   */
+  async pauseBankAccountFeeds(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankAccountsApp.pauseBankAccount(tenantId, bankAccountId);
+
+      return res.status(200).send({
+        message: 'The bank account feeds syncing has been paused.',
+        id: bankAccountId,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -0,0 +1,101 @@
+import { Inject, Service } from 'typedi';
+import { body, param } from 'express-validator';
+import { NextFunction, Request, Response, Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { MatchBankTransactionsApplication } from '@/services/Banking/Matching/MatchBankTransactionsApplication';
+
+@Service()
+export class BankTransactionsMatchingController extends BaseController {
+  @Inject()
+  private bankTransactionsMatchingApp: MatchBankTransactionsApplication;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/unmatch/:transactionId',
+      [param('transactionId').exists()],
+      this.validationResult,
+      this.unmatchMatchedBankTransaction.bind(this)
+    );
+    router.post(
+      '/match',
+      [
+        body('uncategorizedTransactions').exists().isArray({ min: 1 }),
+        body('uncategorizedTransactions.*').isNumeric().toInt(),
+
+        body('matchedTransactions').isArray({ min: 1 }),
+        body('matchedTransactions.*.reference_type').exists(),
+        body('matchedTransactions.*.reference_id').isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.matchBankTransaction.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Matches the given bank transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  private async matchBankTransaction(
+    req: Request<{ transactionId: number }>,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | null> {
+    const { tenantId } = req;
+    const bodyData = this.matchedBodyData(req);
+
+    const uncategorizedTransactions = bodyData?.uncategorizedTransactions;
+    const matchedTransactions = bodyData?.matchedTransactions;
+
+    try {
+      await this.bankTransactionsMatchingApp.matchTransaction(
+        tenantId,
+        uncategorizedTransactions,
+        matchedTransactions
+      );
+      return res.status(200).send({
+        ids: uncategorizedTransactions,
+        message: 'The bank transaction has been matched.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Unmatches the matched bank transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  private async unmatchMatchedBankTransaction(
+    req: Request<{ transactionId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { transactionId } = req.params;
+
+    try {
+      await this.bankTransactionsMatchingApp.unmatchMatchedTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({
+        id: transactionId,
+        message: 'The bank matched transaction has been unmatched.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -0,0 +1,39 @@
+import Container, { Inject, Service } from 'typedi';
+import { Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { PlaidBankingController } from './PlaidBankingController';
+import { BankingRulesController } from './BankingRulesController';
+import { BankTransactionsMatchingController } from './BankTransactionsMatchingController';
+import { RecognizedTransactionsController } from './RecognizedTransactionsController';
+import { BankAccountsController } from './BankAccountsController';
+import { BankingUncategorizedController } from './BankingUncategorizedController';
+
+@Service()
+export class BankingController extends BaseController {
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.use('/plaid', Container.get(PlaidBankingController).router());
+    router.use('/rules', Container.get(BankingRulesController).router());
+    router.use(
+      '/matches',
+      Container.get(BankTransactionsMatchingController).router()
+    );
+    router.use(
+      '/recognized',
+      Container.get(RecognizedTransactionsController).router()
+    );
+    router.use(
+      '/bank_accounts',
+      Container.get(BankAccountsController).router()
+    );
+    router.use(
+      '/categorize',
+      Container.get(BankingUncategorizedController).router()
+    );
+    return router;
+  }
+}

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

@@ -0,0 +1,214 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { BankRulesApplication } from '@/services/Banking/Rules/BankRulesApplication';
+import { body, param } from 'express-validator';
+import {
+  ICreateBankRuleDTO,
+  IEditBankRuleDTO,
+} from '@/services/Banking/Rules/types';
+
+@Service()
+export class BankingRulesController extends BaseController {
+  @Inject()
+  private bankRulesApplication: BankRulesApplication;
+
+  /**
+   * Bank rule DTO validation schema.
+   */
+  private get bankRuleValidationSchema() {
+    return [
+      body('name').isString().exists(),
+      body('order').isInt({ min: 0 }),
+
+      // Apply to if transaction is.
+      body('apply_if_account_id')
+        .isInt({ min: 0 })
+        .optional({ nullable: true }),
+      body('apply_if_transaction_type').isIn(['deposit', 'withdrawal']),
+
+      // Conditions
+      body('conditions_type').isString().isIn(['and', 'or']).default('and'),
+      body('conditions').isArray({ min: 1 }),
+      body('conditions.*.field').exists().isIn(['description', 'amount']),
+      body('conditions.*.comparator')
+        .exists()
+        .isIn([
+          'equals',
+          'equal',
+          'contains',
+          'not_contain',
+          'bigger',
+          'bigger_or_equal',
+          'smaller',
+          'smaller_or_equal',
+        ])
+        .default('contain')
+        .trim(),
+      body('conditions.*.value').exists().trim(),
+
+      // Assign
+      body('assign_category').isString(),
+      body('assign_account_id').isInt({ min: 0 }),
+      body('assign_payee').isString().optional({ nullable: true }),
+      body('assign_memo').isString().optional({ nullable: true }),
+    ];
+  }
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/',
+      [...this.bankRuleValidationSchema],
+      this.validationResult,
+      this.createBankRule.bind(this)
+    );
+    router.post(
+      '/:id',
+      [param('id').toInt().exists(), ...this.bankRuleValidationSchema],
+      this.validationResult,
+      this.editBankRule.bind(this)
+    );
+    router.delete(
+      '/:id',
+      [param('id').toInt().exists()],
+      this.validationResult,
+      this.deleteBankRule.bind(this)
+    );
+    router.get(
+      '/:id',
+      [param('id').toInt().exists()],
+      this.validationResult,
+      this.getBankRule.bind(this)
+    );
+    router.get(
+      '/',
+      [param('id').toInt().exists()],
+      this.validationResult,
+      this.getBankRules.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Creates a new bank rule.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async createBankRule(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const createBankRuleDTO = this.matchedBodyData(req) as ICreateBankRuleDTO;
+
+    try {
+      const bankRule = await this.bankRulesApplication.createBankRule(
+        tenantId,
+        createBankRuleDTO
+      );
+      return res.status(200).send({
+        id: bankRule.id,
+        message: 'The bank rule has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Edits the given bank rule.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async editBankRule(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { id: ruleId } = req.params;
+    const editBankRuleDTO = this.matchedBodyData(req) as IEditBankRuleDTO;
+
+    try {
+      await this.bankRulesApplication.editBankRule(
+        tenantId,
+        ruleId,
+        editBankRuleDTO
+      );
+      return res.status(200).send({
+        id: ruleId,
+        message: 'The bank rule has been updated successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Deletes the given bank rule.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async deleteBankRule(
+    req: Request<{ id: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { id: ruleId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankRulesApplication.deleteBankRule(tenantId, ruleId);
+
+      return res
+        .status(200)
+        .send({ message: 'The bank rule has been deleted.', id: ruleId });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieve the given bank rule.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getBankRule(req: Request, res: Response, next: NextFunction) {
+    const { id: ruleId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      const bankRule = await this.bankRulesApplication.getBankRule(
+        tenantId,
+        ruleId
+      );
+
+      return res.status(200).send({ bankRule });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the bank rules.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getBankRules(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+
+    try {
+      const bankRules = await this.bankRulesApplication.getBankRules(tenantId);
+      return res.status(200).send({ bankRules });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -0,0 +1,57 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+import { query } from 'express-validator';
+import BaseController from '../BaseController';
+import { GetAutofillCategorizeTransaction } from '@/services/Banking/RegonizeTranasctions/GetAutofillCategorizeTransaction';
+
+@Service()
+export class BankingUncategorizedController extends BaseController {
+  @Inject()
+  private getAutofillCategorizeTransactionService: GetAutofillCategorizeTransaction;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/autofill',
+      [
+        query('uncategorizedTransactionIds').isArray({ min: 1 }),
+        query('uncategorizedTransactionIds.*').isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.getAutofillCategorizeTransaction.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Retrieves the autofill values of the categorize form of the given
+   * uncategorized transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | null>}
+   */
+  public async getAutofillCategorizeTransaction(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const uncategorizedTransactionIds = req.query.uncategorizedTransactionIds;
+
+    try {
+      const data =
+        await this.getAutofillCategorizeTransactionService.getAutofillCategorizeTransaction(
+          tenantId,
+          uncategorizedTransactionIds
+        );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -0,0 +1,201 @@
+import { Inject, Service } from 'typedi';
+import { body, param, query } from 'express-validator';
+import { NextFunction, Request, Response, Router } from 'express';
+import BaseController from '../BaseController';
+import { ExcludeBankTransactionsApplication } from '@/services/Banking/Exclude/ExcludeBankTransactionsApplication';
+import { map, parseInt, trim } from 'lodash';
+
+@Service()
+export class ExcludeBankTransactionsController extends BaseController {
+  @Inject()
+  private excludeBankTransactionApp: ExcludeBankTransactionsApplication;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.put(
+      '/transactions/exclude',
+      [body('ids').exists()],
+      this.validationResult,
+      this.excludeBulkBankTransactions.bind(this)
+    );
+    router.put(
+      '/transactions/unexclude',
+      [body('ids').exists()],
+      this.validationResult,
+      this.unexcludeBulkBankTransactins.bind(this)
+    );
+    router.put(
+      '/transactions/:transactionId/exclude',
+      [param('transactionId').exists().toInt()],
+      this.validationResult,
+      this.excludeBankTransaction.bind(this)
+    );
+    router.put(
+      '/transactions/:transactionId/unexclude',
+      [param('transactionId').exists()],
+      this.validationResult,
+      this.unexcludeBankTransaction.bind(this)
+    );
+    router.get(
+      '/excluded',
+      [
+        query('account_id').optional().isNumeric().toInt(),
+        query('page').optional().isNumeric().toInt(),
+        query('page_size').optional().isNumeric().toInt(),
+        query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+        query('max_amount').optional({ nullable: true }).isFloat().toFloat(),
+      ],
+      this.validationResult,
+      this.getExcludedBankTransactions.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Marks a bank transaction as excluded.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns
+   */
+  private async excludeBankTransaction(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { transactionId } = req.params;
+
+    try {
+      await this.excludeBankTransactionApp.excludeBankTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({
+        message: 'The bank transaction has been excluded.',
+        id: transactionId,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Marks a bank transaction as not excluded.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  private async unexcludeBankTransaction(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const { transactionId } = req.params;
+
+    try {
+      await this.excludeBankTransactionApp.unexcludeBankTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({
+        message: 'The bank transaction has been unexcluded.',
+        id: transactionId,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Exclude bank transactions in bulk.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async excludeBulkBankTransactions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { ids } = this.matchedBodyData(req);
+
+    try {
+      await this.excludeBankTransactionApp.excludeBankTransactions(
+        tenantId,
+        ids
+      );
+      return res.status(200).send({
+        message: 'The given bank transactions have been excluded',
+        ids,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Unexclude the given bank transactions in bulk.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | null>}
+   */
+  private async unexcludeBulkBankTransactins(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | null> {
+    const { tenantId } = req;
+    const { ids } = this.matchedBodyData(req);
+
+    try {
+      await this.excludeBankTransactionApp.unexcludeBankTransactions(
+        tenantId,
+        ids
+      );
+      return res.status(200).send({
+        message: 'The given bank transactions have been excluded',
+        ids,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the excluded uncategorized bank transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  private async getExcludedBankTransactions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | void> {
+    const { tenantId } = req;
+    const filter = this.matchedQueryData(req);
+
+    try {
+      const data =
+        await this.excludeBankTransactionApp.getExcludedBankTransactions(
+          tenantId,
+          filter
+        );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

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

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

@@ -0,0 +1,91 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+import { query } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
+
+@Service()
+export class RecognizedTransactionsController extends BaseController {
+  @Inject()
+  private cashflowApplication: CashflowApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/',
+      [
+        query('page').optional().isNumeric().toInt(),
+        query('page_size').optional().isNumeric().toInt(),
+        query('account_id').optional().isNumeric().toInt(),
+        query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+        query('max_amount').optional({ nullable: true }).isFloat().isFloat(),
+      ],
+      this.validationResult,
+      this.getRecognizedTransactions.bind(this)
+    );
+    router.get(
+      '/transactions/:uncategorizedTransactionId',
+      this.getRecognizedTransaction.bind(this)
+    );
+
+    return router;
+  }
+
+  /**
+   * Retrieves the recognized bank transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async getRecognizedTransactions(
+    req: Request<{ accountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const filter = this.matchedQueryData(req);
+    const { tenantId } = req;
+
+    try {
+      const data = await this.cashflowApplication.getRecognizedTransactions(
+        tenantId,
+        filter
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the recognized transaction of the ginen uncategorized transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async getRecognizedTransaction(
+    req: Request<{ uncategorizedTransactionId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { uncategorizedTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getRecognizedTransaction(
+        tenantId,
+        uncategorizedTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -4,6 +4,7 @@ import CommandCashflowTransaction from './NewCashflowTransaction';
 import DeleteCashflowTransaction from './DeleteCashflowTransaction';
 import GetCashflowTransaction from './GetCashflowTransaction';
 import GetCashflowAccounts from './GetCashflowAccounts';
+import { ExcludeBankTransactionsController } from '../Banking/ExcludeBankTransactionsController';
 
 @Service()
 export default class CashflowController {
@@ -13,9 +14,10 @@ export default class CashflowController {
   router() {
     const router = Router();
 
+    router.use(Container.get(CommandCashflowTransaction).router());
+    router.use(Container.get(ExcludeBankTransactionsController).router());
     router.use(Container.get(GetCashflowTransaction).router());
     router.use(Container.get(GetCashflowAccounts).router());
-    router.use(Container.get(CommandCashflowTransaction).router());
     router.use(Container.get(DeleteCashflowTransaction).router());
 
     return router;

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

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

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

@@ -1,20 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param, query } from 'express-validator';
-import GetCashflowAccountsService from '@/services/Cashflow/GetCashflowAccountsService';
+import { query } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowAccountsService: GetCashflowAccountsService;
-
-  @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -35,7 +31,6 @@ export default class GetCashflowAccounts extends BaseController {
         query('search_keyword').optional({ nullable: true }).isString().trim(),
       ],
       this.asyncMiddleware(this.getCashflowAccounts),
-      this.catchServiceErrors
     );
     return router;
   }
@@ -62,10 +57,7 @@ export default class GetCashflowAccounts extends BaseController {
 
     try {
       const cashflowAccounts =
-        await this.getCashflowAccountsService.getCashflowAccounts(
-          tenantId,
-          filter
-        );
+        await this.cashflowApplication.getCashflowAccounts(tenantId, filter);
 
       return res.status(200).send({
         cashflow_accounts: this.transfromToResponse(cashflowAccounts),
@@ -74,22 +66,4 @@ export default class GetCashflowAccounts extends BaseController {
       next(error);
     }
   };
-
-  /**
-   * Catches the service errors.
-   * @param {Error} error - Error.
-   * @param {Request} req - Request.
-   * @param {Response} res - Response.
-   * @param {NextFunction} next -
-   */
-  private catchServiceErrors(
-    error,
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
-    if (error instanceof ServiceError) {
-    }
-    next(error);
-  }
 }

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

@@ -1,16 +1,21 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param } from 'express-validator';
+import { param, query } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
+import { GetMatchedTransactionsFilter } from '@/services/Banking/Matching/types';
+import { MatchBankTransactionsApplication } from '@/services/Banking/Matching/MatchBankTransactionsApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
+
+  @Inject()
+  private bankTransactionsMatchingApp: MatchBankTransactionsApplication;
 
   /**
    * Controller router.
@@ -18,6 +23,15 @@ export default class GetCashflowAccounts extends BaseController {
   public router() {
     const router = Router();
 
+    router.get(
+      '/transactions/matches',
+      [
+        query('uncategorizeTransactionsIds').exists().isArray({ min: 1 }),
+        query('uncategorizeTransactionsIds.*').exists().isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.getMatchedTransactions.bind(this)
+    );
     router.get(
       '/transactions/:transactionId',
       CheckPolicies(CashflowAction.View, AbilitySubject.Cashflow),
@@ -35,7 +49,7 @@ export default class GetCashflowAccounts extends BaseController {
    * @param {NextFunction} next
    */
   private getCashflowTransaction = async (
-    req: Request,
+    req: Request<{ transactionId: number }>,
     res: Response,
     next: NextFunction
   ) => {
@@ -43,12 +57,10 @@ export default class GetCashflowAccounts extends BaseController {
     const { transactionId } = req.params;
 
     try {
-      const cashflowTransaction =
-        await this.getCashflowTransactionsService.getCashflowTransaction(
-          tenantId,
-          transactionId
-        );
-
+      const cashflowTransaction = await this.cashflowApplication.getTransaction(
+        tenantId,
+        transactionId
+      );
       return res.status(200).send({
         cashflow_transaction: this.transfromToResponse(cashflowTransaction),
       });
@@ -57,6 +69,39 @@ export default class GetCashflowAccounts extends BaseController {
     }
   };
 
+  /**
+   * Retrieves the matched transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getMatchedTransactions(
+    req: Request<
+      { transactionId: number },
+      null,
+      null,
+      { uncategorizeTransactionsIds: Array<number> }
+    >,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const uncategorizeTransactionsIds = req.query.uncategorizeTransactionsIds;
+    const filter = this.matchedQueryData(req) as GetMatchedTransactionsFilter;
+
+    try {
+      const data =
+        await this.bankTransactionsMatchingApp.getMatchedTransactions(
+          tenantId,
+          uncategorizeTransactionsIds,
+          filter
+        );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Catches the service errors.
    * @param {Error} error - Error.

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

@@ -1,16 +1,21 @@
 import { Service, Inject } from 'typedi';
-import { check } from 'express-validator';
+import { ValidationChain, body, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
+import { omit } from 'lodash';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import { AbilitySubject, CashflowAction } from '@/interfaces';
+import {
+  AbilitySubject,
+  CashflowAction,
+  ICategorizeCashflowTransactioDTO,
+} from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class NewCashflowTransactionController extends BaseController {
   @Inject()
-  private newCashflowTranscationService: NewCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Router constructor.
@@ -18,6 +23,18 @@ export default class NewCashflowTransactionController extends BaseController {
   public router() {
     const router = Router();
 
+    router.get(
+      '/transactions/uncategorized/:id',
+      this.asyncMiddleware(this.getUncategorizedCashflowTransaction),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/transactions/:id/uncategorized',
+      this.getUncategorizedTransactionsValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.getUncategorizedCashflowTransactions),
+      this.catchServiceErrors
+    );
     router.post(
       '/transactions',
       CheckPolicies(CashflowAction.Create, AbilitySubject.Cashflow),
@@ -26,21 +43,94 @@ export default class NewCashflowTransactionController extends BaseController {
       this.asyncMiddleware(this.newCashflowTransaction),
       this.catchServiceErrors
     );
+    router.post(
+      '/transactions/uncategorize/bulk',
+      [
+        body('ids').isArray({ min: 1 }),
+        body('ids.*').exists().isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.uncategorizeBulkTransactions.bind(this),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transactions/:id/uncategorize',
+      this.revertCategorizedCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transactions/categorize',
+      this.categorizeCashflowTransactionValidationSchema,
+      this.validationResult,
+      this.categorizeCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transaction/:id/categorize/expense',
+      this.categorizeAsExpenseValidationSchema,
+      this.validationResult,
+      this.categorizesCashflowTransactionAsExpense,
+      this.catchServiceErrors
+    );
     return router;
   }
 
+  /**
+   * Getting uncategorized transactions validation schema.
+   * @returns {ValidationChain}
+   */
+  public get getUncategorizedTransactionsValidationSchema() {
+    return [
+      param('id').exists().isNumeric().toInt(),
+      query('page').optional().isNumeric().toInt(),
+      query('page_size').optional().isNumeric().toInt(),
+      query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+      query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+      query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+      query('max_amount').optional({ nullable: true }).isFloat().toFloat(),
+    ];
+  }
+
+  /**
+   * Categorize as expense validation schema.
+   */
+  public get categorizeAsExpenseValidationSchema() {
+    return [
+      check('expense_account_id').exists(),
+      check('date').isISO8601().exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+    ];
+  }
+
+  /**
+   * Categorize cashflow tranasction validation schema.
+   */
+  public get categorizeCashflowTransactionValidationSchema() {
+    return [
+      check('uncategorized_transaction_ids').exists().isArray({ min: 1 }),
+      check('date').exists().isISO8601().toDate(),
+      check('credit_account_id').exists().isInt().toInt(),
+      check('transaction_number').optional(),
+      check('transaction_type').exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+      check('description').optional(),
+      check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
+    ];
+  }
+
   /**
    * New cashflow transaction validation schema.
    */
-  get newTransactionValidationSchema() {
+  public get newTransactionValidationSchema() {
     return [
       check('date').exists().isISO8601().toDate(),
-      check('reference_no').optional({ nullable: true }).trim().escape(),
+      check('reference_no').optional({ nullable: true }).trim(),
       check('description')
         .optional({ nullable: true })
         .isLength({ min: 3 })
-        .trim()
-        .escape(),
+        .trim(),
       check('transaction_type').exists(),
 
       check('amount').exists().isFloat().toFloat(),
@@ -48,9 +138,7 @@ export default class NewCashflowTransactionController extends BaseController {
       check('credit_account_id').exists().isInt().toInt(),
 
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
-
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
-
       check('publish').default(false).isBoolean().toBoolean(),
     ];
   }
@@ -70,13 +158,12 @@ export default class NewCashflowTransactionController extends BaseController {
     const ownerContributionDTO = this.matchedBodyData(req);
 
     try {
-      const { cashflowTransaction } =
-        await this.newCashflowTranscationService.newCashflowTransaction(
+      const cashflowTransaction =
+        await this.cashflowApplication.createTransaction(
           tenantId,
           ownerContributionDTO,
           userId
         );
-
       return res.status(200).send({
         id: cashflowTransaction.id,
         message: 'New cashflow transaction has been created successfully.',
@@ -86,11 +173,180 @@ export default class NewCashflowTransactionController extends BaseController {
     }
   };
 
+  /**
+   * Revert the categorized cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private revertCategorizedCashflowTransaction = async (
+    req: Request<{ id: number }>,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.uncategorizeTransaction(
+        tenantId,
+        cashflowTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Uncategorize the given transactions in bulk.
+   * @param {Request<{}>} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | null>}
+   */
+  private uncategorizeBulkTransactions = async (
+    req: Request<{}>,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { ids: uncategorizedTransactionIds } = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.uncategorizeTransactions(
+        tenantId,
+        uncategorizedTransactionIds
+      );
+      return res.status(200).send({
+        message: 'The given transactions have been uncategorized successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizeCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const matchedObject = this.matchedBodyData(req);
+    const categorizeDTO = omit(matchedObject, [
+      'uncategorizedTransactionIds',
+    ]) as ICategorizeCashflowTransactioDTO;
+
+    const uncategorizedTransactionIds =
+      matchedObject.uncategorizedTransactionIds;
+
+    try {
+      await this.cashflowApplication.categorizeTransaction(
+        tenantId,
+        uncategorizedTransactionIds,
+        categorizeDTO
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the transaction as expense transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizesCashflowTransactionAsExpense = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeAsExpense(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: transactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransactions = async (
+    req: Request<{ id: number }>,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: accountId } = req.params;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransactions(
+        tenantId,
+        accountId,
+        query
+      );
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handle the service errors.
    * @param error
-   * @param req
-   * @param res
+   * @param {Request} req
+   * @param {res
    * @param next
    * @returns
    */
@@ -140,6 +396,16 @@ export default class NewCashflowTransactionController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
+              code: 4100,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

@@ -26,27 +26,27 @@ export default class ContactsController extends BaseController {
       [...this.autocompleteQuerySchema],
       this.validationResult,
       this.asyncMiddleware(this.autocompleteContacts.bind(this)),
-      this.dynamicListService.handlerErrorsToResponse
+      this.dynamicListService.handlerErrorsToResponse,
     );
     router.get(
       '/:id',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
-      this.asyncMiddleware(this.getContact.bind(this))
+      this.asyncMiddleware(this.getContact.bind(this)),
     );
     router.post(
       '/:id/inactivate',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
       this.asyncMiddleware(this.inactivateContact.bind(this)),
-      this.handlerServiceErrors
+      this.handlerServiceErrors,
     );
     router.post(
       '/:id/activate',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
       this.asyncMiddleware(this.activateContact.bind(this)),
-      this.handlerServiceErrors
+      this.handlerServiceErrors,
     );
     return router;
   }
@@ -56,7 +56,7 @@ export default class ContactsController extends BaseController {
    */
   get autocompleteQuerySchema() {
     return [
-      query('column_sort_by').optional().trim().escape(),
+      query('column_sort_by').optional().trim(),
       query('sort_order').optional().isIn(['desc', 'asc']),
 
       query('stringified_filter_roles').optional().isJSON(),
@@ -77,7 +77,7 @@ export default class ContactsController extends BaseController {
     try {
       const contact = await this.contactsService.getContact(
         tenantId,
-        contactId
+        contactId,
       );
       return res.status(200).send({
         customer: this.transfromToResponse(contact),
@@ -105,7 +105,7 @@ export default class ContactsController extends BaseController {
     try {
       const contacts = await this.contactsService.autocompleteContacts(
         tenantId,
-        filter
+        filter,
       );
       return res.status(200).send({ contacts });
     } catch (error) {
@@ -122,38 +122,32 @@ export default class ContactsController extends BaseController {
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('first_name')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('last_name')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('company_name')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
 
       check('display_name')
         .exists()
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
 
       check('email')
         .optional({ nullable: true })
         .isString()
-        .normalizeEmail()
         .isEmail()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('website')
@@ -166,120 +160,101 @@ export default class ContactsController extends BaseController {
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('personal_phone')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
 
       check('billing_address_1')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_2')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_city')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_country')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_email')
         .optional({ nullable: true })
         .isString()
         .isEmail()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_postcode')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_phone')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('billing_address_state')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
 
       check('shipping_address_1')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_2')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_city')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_country')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_email')
         .optional({ nullable: true })
         .isString()
         .isEmail()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_postcode')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_phone')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('shipping_address_state')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
 
       check('note')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
       check('active').optional().isBoolean().toBoolean(),
     ];
@@ -380,7 +355,7 @@ export default class ContactsController extends BaseController {
     error: Error,
     req: Request,
     res: Response,
-    next: NextFunction
+    next: NextFunction,
   ) {
     if (error instanceof ServiceError) {
       if (error.errorType === 'contact_not_found') {

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

@@ -106,11 +106,7 @@ export default class CustomersController extends ContactsController {
    */
   get customerDTOSchema() {
     return [
-      check('customer_type')
-        .exists()
-        .isIn(['business', 'individual'])
-        .trim()
-        .escape(),
+      check('customer_type').exists().isIn(['business', 'individual']).trim(),
     ];
   }
 
@@ -123,7 +119,6 @@ export default class CustomersController extends ContactsController {
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: 3 }),
     ];
   }
@@ -133,7 +128,7 @@ export default class CustomersController extends ContactsController {
    */
   get validateListQuerySchema() {
     return [
-      query('column_sort_by').optional().trim().escape(),
+      query('column_sort_by').optional().trim(),
       query('sort_order').optional().isIn(['desc', 'asc']),
 
       query('page').optional().isNumeric().toInt(),
@@ -160,10 +155,8 @@ export default class CustomersController extends ContactsController {
     try {
       const contact = await this.customersApplication.createCustomer(
         tenantId,
-        contactDTO,
-        user
+        contactDTO
       );
-
       return res.status(200).send({
         id: contact.id,
         message: 'The customer has been created successfully.',

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

@@ -106,7 +106,6 @@ export default class VendorsController extends ContactsController {
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ min: 3, max: 3 }),
     ];
   }
@@ -144,10 +143,8 @@ export default class VendorsController extends ContactsController {
     try {
       const vendor = await this.vendorsApplication.createVendor(
         tenantId,
-        contactDTO,
-        user
+        contactDTO
       );
-
       return res.status(200).send({
         id: vendor.id,
         message: 'The vendor has been created successfully.',

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

@@ -67,7 +67,7 @@ export default class CurrenciesController extends BaseController {
   }
 
   get currencyParamSchema(): ValidationChain[] {
-    return [param('currency_code').exists().trim().escape()];
+    return [param('currency_code').exists().trim()];
   }
 
   get listSchema(): ValidationChain[] {
@@ -187,11 +187,13 @@ export default class CurrenciesController extends BaseController {
       }
       if (error.errorType === 'currency_code_exists') {
         return res.boom.badRequest(null, {
-          errors: [{
-            type: 'CURRENCY_CODE_EXISTS',
-            message: 'The given currency code is already exists.',
-            code: 200,
-           }],
+          errors: [
+            {
+              type: 'CURRENCY_CODE_EXISTS',
+              message: 'The given currency code is already exists.',
+              code: 200,
+            },
+          ],
         });
       }
       if (error.errorType === 'CANNOT_DELETE_BASE_CURRENCY') {

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

@@ -5,13 +5,13 @@ import DashboardService from '@/services/Dashboard/DashboardService';
 @Service()
 export default class DashboardMetaController {
   @Inject()
-  dashboardService: DashboardService;
+  private dashboardService: DashboardService;
 
   /**
-   *
+   * Constructor router.
    * @returns
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get('/boot', this.getDashboardBoot);
@@ -25,7 +25,7 @@ export default class DashboardMetaController {
    * @param {Response} res - 
    * @param {NextFunction} next -
    */
-  getDashboardBoot = async (
+  private getDashboardBoot = async (
     req: Request,
     res: Response,
     next: NextFunction

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

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

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

@@ -84,12 +84,11 @@ export class ExpensesController extends BaseController {
   /**
    * Expense DTO schema.
    */
-  get expenseDTOSchema() {
+  private get expenseDTOSchema() {
     return [
       check('reference_no')
         .optional({ nullable: true })
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('payment_date').exists().isISO8601().toDate(),
       check('payment_account_id')
@@ -123,13 +122,15 @@ export class ExpensesController extends BaseController {
       check('categories.*.description')
         .optional()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('categories.*.landed_cost').optional().isBoolean().toBoolean(),
       check('categories.*.project_id')
         .optional({ nullable: true })
         .isInt({ max: DATATYPES_LENGTH.INT_10 })
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -141,7 +142,6 @@ export class ExpensesController extends BaseController {
       check('reference_no')
         .optional({ nullable: true })
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('payment_date').exists().isISO8601().toDate(),
       check('payment_account_id')
@@ -176,13 +176,15 @@ export class ExpensesController extends BaseController {
       check('categories.*.description')
         .optional()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('categories.*.landed_cost').optional().isBoolean().toBoolean(),
       check('categories.*.project_id')
         .optional({ nullable: true })
         .isInt({ max: DATATYPES_LENGTH.INT_10 })
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -269,7 +271,7 @@ export class ExpensesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async deleteExpense(req: Request, res: Response, next: NextFunction) {
+  private async deleteExpense(req: Request, res: Response, next: NextFunction) {
     const { tenantId, user } = req;
     const { id: expenseId } = req.params;
 
@@ -291,7 +293,11 @@ export class ExpensesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async publishExpense(req: Request, res: Response, next: NextFunction) {
+  private async publishExpense(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
     const { tenantId, user } = req;
     const { id: expenseId } = req.params;
 
@@ -313,7 +319,11 @@ export class ExpensesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async getExpensesList(req: Request, res: Response, next: NextFunction) {
+  private async getExpensesList(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
     const { tenantId } = req;
     const filter = {
       sortOrder: 'desc',
@@ -343,7 +353,7 @@ export class ExpensesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async getExpense(req: Request, res: Response, next: NextFunction) {
+  private async getExpense(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
     const { id: expenseId } = req.params;
 

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

@@ -0,0 +1,87 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { query } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { ServiceError } from '@/exceptions';
+import { ExportApplication } from '@/services/Export/ExportApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { convertAcceptFormatToFormat } from './_utils';
+
+@Service()
+export class ExportController extends BaseController {
+  @Inject()
+  private exportResourceApp: ExportApplication;
+
+  /**
+   * Router constructor method.
+   */
+  public router() {
+    const router = Router();
+
+    router.get(
+      '/',
+      [
+        query('resource').exists(),
+        query('format').isIn(['csv', 'xlsx']).optional(),
+      ],
+      this.validationResult,
+      this.export.bind(this),
+    );
+    return router;
+  }
+
+  /**
+   * Imports xlsx/csv to the given resource type.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async export(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const accept = this.accepts(req);
+
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+      const applicationFormat = convertAcceptFormatToFormat(acceptType);
+
+      const data = await this.exportResourceApp.export(
+        tenantId,
+        query.resource,
+        applicationFormat
+      );
+      // Retrieves the csv format.
+      if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(data);
+        // Retrieves the xlsx format.
+      } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(data);
+        //
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': data.length,
+        });
+        res.send(data);
+      }
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

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

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

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

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

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

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

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

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

@@ -1,9 +1,7 @@
 import { query } from 'express-validator';
-import BaseController from "../BaseController";
+import BaseController from '../BaseController';
 
 export default class BaseFinancialReportController extends BaseController {
-
-
   get sheetNumberFormatValidationSchema() {
     return [
       query('number_format.precision')
@@ -19,8 +17,7 @@ export default class BaseFinancialReportController extends BaseController {
       query('number_format.negative_format')
         .optional()
         .isIn(['parentheses', 'mines'])
-        .trim()
-        .escape(),
+        .trim(),
     ];
   }
-}
+}

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

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

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

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

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

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

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

@@ -8,24 +8,20 @@ import {
   ValidationChain,
 } from 'express';
 import BaseController from '@/api/controllers/BaseController';
-import InventoryDetailsService from '@/services/FinancialStatements/InventoryDetails/InventoryDetailsService';
-import InventoryDetailsTable from '@/services/FinancialStatements/InventoryDetails/InventoryDetailsTable';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
+import { InventortyDetailsApplication } from '@/services/FinancialStatements/InventoryDetails/InventoryDetailsApplication';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class InventoryDetailsController extends BaseController {
   @Inject()
-  inventoryDetailsService: InventoryDetailsService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private inventoryItemDetailsApp: InventortyDetailsApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -45,7 +41,7 @@ export default class InventoryDetailsController extends BaseController {
    * Balance sheet validation schecma.
    * @returns {ValidationChain[]}
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       query('number_format.precision')
         .optional()
@@ -55,8 +51,7 @@ export default class InventoryDetailsController extends BaseController {
       query('number_format.negative_format')
         .optional()
         .isIn(['parentheses', 'mines'])
-        .trim()
-        .escape(),
+        .trim(),
       query('from_date').optional(),
       query('to_date').optional(),
 
@@ -77,69 +72,76 @@ export default class InventoryDetailsController extends BaseController {
   }
 
   /**
-   * Retrieve the cashflow statment to json response.
-   * @param {ICashFlowStatement} cashFlow -
-   */
-  private transformJsonResponse(inventoryDetails) {
-    const { data, query, meta } = inventoryDetails;
-
-    return {
-      data: this.transfromToResponse(data),
-      query: this.transfromToResponse(query),
-      meta: this.transfromToResponse(meta),
-    };
-  }
-
-  /**
-   * Transformes the report statement to table rows.
-   */
-  private transformToTableRows(inventoryDetails, tenantId: number) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const inventoryDetailsTable = new InventoryDetailsTable(
-      inventoryDetails,
-      i18n
-    );
-
-    return {
-      table: {
-        data: inventoryDetailsTable.tableData(),
-        columns: inventoryDetailsTable.tableColumns(),
-      },
-      query: this.transfromToResponse(inventoryDetails.query),
-      meta: this.transfromToResponse(inventoryDetails.meta),
-    };
-  }
-
-  /**
-   * Retrieve the cash flow statment.
+   * Retrieve the inventory item details sheet.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
    * @returns {Response}
    */
-  async inventoryDetails(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async inventoryDetails(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
     const filter = {
       ...this.matchedQueryData(req),
     };
 
     try {
-      const inventoryDetails =
-        await this.inventoryDetailsService.inventoryDetails(tenantId, filter);
-
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+      // Retrieves the csv format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const buffer = await this.inventoryItemDetailsApp.csv(tenantId, filter);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          return res
-            .status(200)
-            .send(this.transformToTableRows(inventoryDetails, tenantId));
-        case 'json':
-        default:
-          return res
-            .status(200)
-            .send(this.transformJsonResponse(inventoryDetails));
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+        // Retrieves the xlsx format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const buffer = await this.inventoryItemDetailsApp.xlsx(
+          tenantId,
+          filter
+        );
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the json table format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const table = await this.inventoryItemDetailsApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const buffer = await this.inventoryItemDetailsApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
+      } else {
+        const sheet = await this.inventoryItemDetailsApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

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

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

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

@@ -3,14 +3,15 @@ import { Request, Response, Router, NextFunction } from 'express';
 import { castArray } from 'lodash';
 import { query, oneOf } from 'express-validator';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import JournalSheetService from '@/services/FinancialStatements/JournalSheet/JournalSheetService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { JournalSheetApplication } from '@/services/FinancialStatements/JournalSheet/JournalSheetApplication';
 
 @Service()
 export default class JournalSheetController extends BaseFinancialReportController {
   @Inject()
-  journalService: JournalSheetService;
+  private journalSheetApp: JournalSheetApplication;
 
   /**
    * Router constructor.
@@ -35,7 +36,7 @@ export default class JournalSheetController extends BaseFinancialReportControlle
     return [
       query('from_date').optional().isISO8601(),
       query('to_date').optional().isISO8601(),
-      query('transaction_type').optional().trim().escape(),
+      query('transaction_type').optional().trim(),
       query('transaction_id').optional().isInt().toInt(),
       oneOf(
         [
@@ -57,28 +58,58 @@ export default class JournalSheetController extends BaseFinancialReportControlle
    * @param {Request} req -
    * @param {Response} res -
    */
-  async journal(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async journal(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
     let filter = this.matchedQueryData(req);
 
     filter = {
       ...filter,
       accountsIds: castArray(filter.accountsIds),
     };
+    const accept = this.accepts(req);
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
 
-    try {
-      const { data, query, meta } = await this.journalService.journalSheet(
-        tenantId,
-        filter
+    // Retrieves the json table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.journalSheetApp.table(tenantId, filter);
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.journalSheetApp.csv(tenantId, filter);
+  
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.journalSheetApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
+      return res.send(buffer);
+      // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.journalSheetApp.pdf(tenantId, filter);
 
-      return res.status(200).send({
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
-        meta: this.transfromToResponse(meta),
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      res.send(pdfContent);
+    } else {
+      const sheet = await this.journalSheetApp.sheet(tenantId, filter);
+
+      return res.status(200).send(sheet);
     }
   }
 }

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

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

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

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

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

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

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

@@ -1,20 +1,21 @@
+import { Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
 import { query } from 'express-validator';
-import { Inject } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from '../BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import { SalesTaxLiabilitySummaryService } from '@/services/FinancialStatements/SalesTaxLiabilitySummary/SalesTaxLiabilitySummaryService';
+import { SalesTaxLiabilitySummaryApplication } from '@/services/FinancialStatements/SalesTaxLiabilitySummary/SalesTaxLiabilitySummaryApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 export default class SalesTaxLiabilitySummary extends BaseFinancialReportController {
   @Inject()
-  private salesTaxLiabilitySummaryService: SalesTaxLiabilitySummaryService;
+  private salesTaxLiabilitySummaryApp: SalesTaxLiabilitySummaryApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -31,8 +32,9 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
 
   /**
    * Validation schema.
+   * @returns {ValidationChain[]}
    */
-  get validationSchema() {
+  private get validationSchema() {
     return [
       query('from_date').optional().isISO8601(),
       query('to_date').optional().isISO8601(),
@@ -45,7 +47,7 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
    * @param {Response} res -
    * @param {NextFunction} next -
    */
-  async salesTaxLiabilitySummary(
+  private async salesTaxLiabilitySummary(
     req: Request,
     res: Response,
     next: NextFunction
@@ -55,33 +57,63 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
 
     try {
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          const salesTaxLiabilityTable =
-            await this.salesTaxLiabilitySummaryService.salesTaxLiabilitySummaryTable(
-              tenantId,
-              filter
-            );
+      // Retrieves the json table format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const table = await this.salesTaxLiabilitySummaryApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the xlsx format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const buffer = await this.salesTaxLiabilitySummaryApp.xlsx(
+          tenantId,
+          filter
+        );
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the csv format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const buffer = await this.salesTaxLiabilitySummaryApp.csv(
+          tenantId,
+          filter
+        );
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
 
-          return res.status(200).send({
-            table: salesTaxLiabilityTable.table,
-            query: salesTaxLiabilityTable.query,
-            meta: salesTaxLiabilityTable.meta,
-          });
-        case 'json':
-        default:
-          const salesTaxLiability =
-            await this.salesTaxLiabilitySummaryService.salesTaxLiability(
-              tenantId,
-              filter
-            );
-          return res.status(200).send({
-            data: salesTaxLiability.data,
-            query: salesTaxLiability.query,
-            meta: salesTaxLiability.meta,
-          });
+        return res.send(buffer);
+        // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.salesTaxLiabilitySummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.status(200).send(pdfContent);
+      } else {
+        const sheet = await this.salesTaxLiabilitySummaryApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

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

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

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

@@ -40,8 +40,7 @@ export default class TransactionsByReferenceController extends BaseController {
       query('number_format.negative_format')
         .optional()
         .isIn(['parentheses', 'mines'])
-        .trim()
-        .escape(),
+        .trim(),
     ];
   }
 

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

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

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

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

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

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

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

@@ -0,0 +1,246 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { body, param, query } from 'express-validator';
+import { defaultTo } from 'lodash';
+import BaseController from '@/api/controllers/BaseController';
+import { ServiceError } from '@/exceptions';
+import { ImportResourceApplication } from '@/services/Import/ImportResourceApplication';
+import { uploadImportFile } from './_utils';
+import { parseJsonSafe } from '@/utils/parse-json-safe';
+
+@Service()
+export class ImportController extends BaseController {
+  @Inject()
+  private importResourceApp: ImportResourceApplication;
+
+  /**
+   * Router constructor method.
+   */
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/file',
+      uploadImportFile.single('file'),
+      this.importValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.fileUpload.bind(this)),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/:import_id/import',
+      this.asyncMiddleware(this.import.bind(this)),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/:import_id/mapping',
+      [
+        param('import_id').exists().isString(),
+        body('mapping').exists().isArray({ min: 1 }),
+        body('mapping.*.group').optional(),
+        body('mapping.*.from').exists(),
+        body('mapping.*.to').exists(),
+      ],
+      this.validationResult,
+      this.asyncMiddleware(this.mapping.bind(this)),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/sample',
+      [query('resource').exists(), query('format').optional()],
+      this.validationResult,
+      this.downloadImportSample.bind(this),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id',
+      this.asyncMiddleware(this.getImportFileMeta.bind(this)),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id/preview',
+      this.asyncMiddleware(this.preview.bind(this)),
+      this.catchServiceErrors
+    );
+    return router;
+  }
+
+  /**
+   * Import validation schema.
+   * @returns {ValidationSchema[]}
+   */
+  private get importValidationSchema() {
+    return [body('resource').exists(), body('params').optional()];
+  }
+
+  /**
+   * Imports xlsx/csv to the given resource type.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async fileUpload(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const body = this.matchedBodyData(req);
+    const params = defaultTo(parseJsonSafe(body.params), {});
+
+    try {
+      const data = await this.importResourceApp.import(
+        tenantId,
+        body.resource,
+        req.file.filename,
+        params
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Maps the columns of the imported file.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async mapping(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+    const body = this.matchedBodyData(req);
+
+    try {
+      const mapping = await this.importResourceApp.mapping(
+        tenantId,
+        importId,
+        body?.mapping
+      );
+      return res.status(200).send(mapping);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Preview the imported file before actual importing.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async preview(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const preview = await this.importResourceApp.preview(tenantId, importId);
+
+      return res.status(200).send(preview);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Importing the imported file to the application storage.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async import(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.process(tenantId, importId);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the csv/xlsx sample sheet of the given resource name.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async downloadImportSample(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { format, resource } = this.matchedQueryData(req);
+
+    try {
+      const result = this.importResourceApp.sample(tenantId, resource, format);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the import file meta.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getImportFileMeta(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.importMeta(
+        tenantId,
+        importId
+      );
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Transforms service errors to response.
+   * @param {Error}
+   * @param {Request} req
+   * @param {Response} res
+   * @param {ServiceError} error
+   */
+  private catchServiceErrors(
+    error,
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    if (error instanceof ServiceError) {
+      if (error.errorType === 'INVALID_MAP_ATTRS') {
+        return res.status(400).send({
+          errors: [{ type: 'INVALID_MAP_ATTRS' }],
+        });
+      }
+      if (error.errorType === 'DUPLICATED_FROM_MAP_ATTR') {
+        return res.status(400).send({
+          errors: [{ type: 'DUPLICATED_FROM_MAP_ATTR' }],
+        });
+      }
+      if (error.errorType === 'DUPLICATED_TO_MAP_ATTR') {
+        return res.status(400).send({
+          errors: [{ type: 'DUPLICATED_TO_MAP_ATTR' }],
+        });
+      }
+      if (error.errorType === 'IMPORTED_FILE_EXTENSION_INVALID') {
+        return res.status(400).send({
+          errors: [{ type: 'IMPORTED_FILE_EXTENSION_INVALID' }],
+        });
+      }
+    }
+    next(error);
+  }
+}

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

@@ -0,0 +1,34 @@
+import Multer from 'multer';
+import { ServiceError } from '@/exceptions';
+import { getImportsStoragePath } from '@/services/Import/_utils';
+
+export function allowSheetExtensions(req, file, cb) {
+  if (
+    file.mimetype !== 'text/csv' &&
+    file.mimetype !== 'application/vnd.ms-excel' &&
+    file.mimetype !==
+      'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+  ) {
+    cb(new ServiceError('IMPORTED_FILE_EXTENSION_INVALID'));
+    return;
+  }
+  cb(null, true);
+}
+
+const storage = Multer.diskStorage({
+  destination: function (req, file, cb) {
+    const path = getImportsStoragePath();
+    cb(null, path);
+  },
+  filename: function (req, file, cb) {
+    // Add the creation timestamp to clean up temp files later.
+    const uniqueSuffix = Date.now() + '-' + Math.round(Math.random() * 1e9);
+    cb(null, uniqueSuffix);
+  },
+});
+
+export const uploadImportFile = Multer({
+  storage,
+  limits: { fileSize: 5 * 1024 * 1024 },
+  fileFilter: allowSheetExtensions,
+});

packages/server/src/api/controllers/Inventory/InventoryAdjustments.ts

@@ -86,7 +86,7 @@ export default class InventoryAdjustmentsController extends BaseController {
    */
   get validateListQuerySchema() {
     return [
-      query('column_sort_by').optional().trim().escape(),
+      query('column_sort_by').optional().trim(),
       query('sort_order').optional().isIn(['desc', 'asc']),
 
       query('page').optional().isNumeric().toInt(),

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

@@ -25,7 +25,7 @@ export default class InviteUsersController extends BaseController {
     router.post(
       '/send',
       [
-        body('email').exists().trim().escape(),
+        body('email').exists().trim(),
         body('role_id').exists().isNumeric().toInt(),
       ],
       this.validationResult,
@@ -57,7 +57,7 @@ export default class InviteUsersController extends BaseController {
     );
     router.get(
       '/invited/:token',
-      [param('token').exists().trim().escape()],
+      [param('token').exists().trim()],
       this.validationResult,
       asyncMiddleware(this.invited.bind(this)),
       this.handleServicesError
@@ -72,10 +72,10 @@ export default class InviteUsersController extends BaseController {
    */
   private get inviteUserDTO() {
     return [
-      check('first_name').exists().trim().escape(),
-      check('last_name').exists().trim().escape(),
-      check('password').exists().trim().escape().isLength({ min: 5 }),
-      param('token').exists().trim().escape(),
+      check('first_name').exists().trim(),
+      check('last_name').exists().trim(),
+      check('password').exists().trim().isLength({ min: 5 }),
+      param('token').exists().trim(),
     ];
   }
 

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

@@ -73,13 +73,11 @@ export default class ItemsCategoriesController extends BaseController {
       check('name')
         .exists()
         .trim()
-        .escape()
         .isLength({ min: 0, max: DATATYPES_LENGTH.STRING }),
       check('description')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
       check('sell_account_id')
         .optional({ nullable: true })
@@ -101,9 +99,8 @@ export default class ItemsCategoriesController extends BaseController {
    */
   get categoriesListValidationSchema() {
     return [
-      query('column_sort_by').optional().trim().escape(),
-      query('sort_order').optional().trim().escape().isIn(['desc', 'asc']),
-
+      query('column_sort_by').optional().trim(),
+      query('sort_order').optional().trim().isIn(['desc', 'asc']),
       query('stringified_filter_roles').optional().isJSON(),
     ];
   }
@@ -207,14 +204,12 @@ export default class ItemsCategoriesController extends BaseController {
     };
 
     try {
-      const {
-        itemCategories,
-        filterMeta,
-      } = await this.itemCategoriesService.getItemCategoriesList(
-        tenantId,
-        itemCategoriesFilter,
-        user
-      );
+      const { itemCategories, filterMeta } =
+        await this.itemCategoriesService.getItemCategoriesList(
+          tenantId,
+          itemCategoriesFilter,
+          user
+        );
       return res.status(200).send({
         item_categories: itemCategories,
         filter_meta: this.transfromToResponse(filterMeta),

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

@@ -96,13 +96,11 @@ export default class ItemsController extends BaseController {
         .exists()
         .isString()
         .trim()
-        .escape()
         .isIn(['service', 'non-inventory', 'inventory']),
       check('code')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       // Purchase attributes.
       check('purchasable').optional().isBoolean().toBoolean(),
@@ -141,14 +139,17 @@ export default class ItemsController extends BaseController {
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
       check('purchase_description')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
+      check('sell_tax_rate_id').optional({ nullable: true }).isInt().toInt(),
+      check('purchase_tax_rate_id')
+        .optional({ nullable: true })
+        .isInt()
+        .toInt(),
       check('category_id')
         .optional({ nullable: true })
         .isInt({ min: 0, max: DATATYPES_LENGTH.INT_10 })
@@ -157,7 +158,6 @@ export default class ItemsController extends BaseController {
         .optional()
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
       check('active').optional().isBoolean().toBoolean(),
 
@@ -179,7 +179,7 @@ export default class ItemsController extends BaseController {
    */
   private get validateListQuerySchema() {
     return [
-      query('column_sort_by').optional().trim().escape(),
+      query('column_sort_by').optional().trim(),
       query('sort_order').optional().isIn(['desc', 'asc']),
 
       query('page').optional().isNumeric().toInt(),
@@ -508,6 +508,28 @@ export default class ItemsController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'PURCHASE_TAX_RATE_NOT_FOUND') {
+        return res.status(400).send({
+          errors: [
+            {
+              type: 'PURCHASE_TAX_RATE_NOT_FOUND',
+              message: 'Purchase tax rate has not found.',
+              code: 410,
+            },
+          ],
+        });
+      }
+      if (error.errorType === 'SELL_TAX_RATE_NOT_FOUND') {
+        return res.status(400).send({
+          errors: [
+            {
+              type: 'SELL_TAX_RATE_NOT_FOUND',
+              message: 'Sell tax rate is not found.',
+              code: 420,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

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

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

@@ -77,14 +77,14 @@ export default class ManualJournalsController extends BaseController {
   /**
    * Specific manual journal id param validation schema.
    */
-  get manualJournalParamSchema() {
+  private get manualJournalParamSchema() {
     return [param('id').exists().isNumeric().toInt()];
   }
 
   /**
    * Manual journal DTO schema.
    */
-  get manualJournalValidationSchema() {
+  private get manualJournalValidationSchema() {
     return [
       check('date').exists().isISO8601(),
       check('currency_code').optional(),
@@ -94,25 +94,21 @@ export default class ManualJournalsController extends BaseController {
         .optional()
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('journal_type')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('reference')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('description')
         .optional({ nullable: true })
         .isString()
         .trim()
-        .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
       check('publish').optional().isBoolean().toBoolean(),
@@ -148,19 +144,22 @@ export default class ManualJournalsController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
   /**
    * Manual journals list validation schema.
    */
-  get manualJournalsListSchema() {
+  private get manualJournalsListSchema() {
     return [
       query('page').optional().isNumeric().toInt(),
       query('page_size').optional().isNumeric().toInt(),
       query('custom_view_id').optional().isNumeric().toInt(),
 
-      query('column_sort_by').optional().trim().escape(),
+      query('column_sort_by').optional().trim(),
       query('sort_order').optional().isIn(['desc', 'asc']),
 
       query('stringified_filter_roles').optional().isJSON(),
@@ -320,7 +319,7 @@ export default class ManualJournalsController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  getManualJournalsList = async (
+  private getManualJournalsList = async (
     req: Request,
     res: Response,
     next: NextFunction