feat: send signup event to Loops (#531)

* feat: send signup event to Loops

* feat: fix

.all-contributorsrc

@@ -69,6 +69,69 @@
       "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"
+      ]
     }
   ],
   "contributorsPerLine": 7,

.env.example

@@ -48,6 +48,9 @@ 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
 
@@ -56,5 +59,33 @@ GOTENBERG_URL=http://gotenberg:3000
 GOTENBERG_DOCS_URL=http://server:3000/public/
 
 # Gotenberg API - (development)
-# GOTENBERG_URL=http://gotenberg:3000
-# GOTENBERG_DOCS_URL=http://server:3000/public/
+# 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=

.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:

.husky/commit-msg

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

CHANGELOG.md

@@ -2,11 +2,190 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
-# [0.10.1] - 25-09-2023
+## [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
+## [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
@@ -16,7 +195,7 @@ All notable changes to Bigcapital server-side will be in this file.
 * 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
+## [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
@@ -30,18 +209,18 @@ 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
@@ -53,7 +232,7 @@ 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`
 

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>
@@ -25,6 +25,10 @@
       <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?
@@ -47,7 +51,7 @@ Bigcapital is available open-source under AGPL license. You can host it on your
 
 ### Docker
 
-To get started with self-hosted with Docker and Docker Compose, take a look at the [Docker guide](https://docs.bigcapital.ly/deployment/docker).
+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
 
@@ -62,9 +66,15 @@ To get started locally, we have a [guide to help you](https://github.com/bigcapi
 
 [![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.
@@ -107,6 +117,15 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/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>
   </tbody>
 </table>
 

docker-compose.prod.yml

@@ -3,38 +3,31 @@
 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
+  proxy:
+    image: envoyproxy/envoy:v1.30-latest
+    depends_on:
+      - server
+      - webapp
     ports:
       - '${PUBLIC_PROXY_PORT:-80}:80'
       - '${PUBLIC_PROXY_SSL_PORT:-443}:443'
     tty: true
-    depends_on:
-      - server
-      - webapp
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    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:
@@ -45,9 +38,9 @@ services:
       - mysql
       - mongo
       - redis
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
+    networks:
+      - bigcapital_network
     environment:
       # Mail
       - MAIL_HOST=${MAIL_HOST}
@@ -88,10 +81,48 @@ services:
       - SIGNUP_ALLOWED_DOMAINS=${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=${S3_BUCKET}
+
   database_migration:
     container_name: bigcapital-database-migration
     build:
@@ -108,12 +139,12 @@ services:
       - TENANT_DB_NAME_PERFIX=${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:
@@ -125,34 +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'
     volumes:
       - redis:/data
+    networks:
+      - bigcapital_network
 
   gotenberg:
     image: gotenberg/gotenberg:7
     expose:
       - '9000'
+    networks:
+      - bigcapital_network
 
 # Volumes
 volumes:
@@ -167,3 +202,8 @@ volumes:
   redis:
     name: bigcapital_prod_redis
     driver: local
+
+# Networks
+networks:
+  bigcapital_network:
+    driver: bridge

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

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

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

@@ -2,6 +2,7 @@
   "$schema": "node_modules/lerna/schemas/lerna-schema.json",
   "version": "independent",
   "npmClient": "pnpm",
-  "useWorkspaces": true,
-  "packages": ["packages/*"]
-}
+  "packages": [
+    "packages/*"
+  ]
+}

package.json

@@ -19,7 +19,8 @@
     "@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": "16.x || 17.x || 18.x"

packages/server/.gitignore

@@ -3,3 +3,6 @@
 stdout.log
 /dist
 /build
+/public/imports
+
+dist

packages/server/Dockerfile

@@ -78,6 +78,9 @@ 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
 
@@ -89,8 +92,8 @@ RUN npm install -g pnpm
 # Copy application dependency manifests to the container image.
 COPY ./package*.json ./
 COPY ./pnpm-lock.yaml ./pnpm-lock.yaml
-COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
 COPY ./lerna.json ./lerna.json
+COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
 COPY ./packages/server/package*.json ./packages/server/
 
 # Install application dependencies

packages/server/package.json

@@ -20,11 +20,17 @@
     "bigcapital": "./bin/bigcapital.js"
   },
   "dependencies": {
+    "@aws-sdk/client-s3": "^3.576.0",
+    "@aws-sdk/s3-request-presigner": "^3.583.0",
     "@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",
@@ -53,7 +59,6 @@
     "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",
@@ -72,14 +77,18 @@
     "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",
@@ -88,6 +97,7 @@
     "objection-filter": "^4.0.1",
     "objection-soft-delete": "^1.0.7",
     "objection-unique": "^1.2.2",
+    "plaid": "^10.3.0",
     "pluralize": "^8.0.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
@@ -96,6 +106,7 @@
     "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",
     "tmp-promise": "^3.0.3",
     "ts-transformer-keys": "^0.4.2",
@@ -103,10 +114,12 @@
     "typedi": "^0.8.0",
     "uniqid": "^5.2.0",
     "winston": "^3.2.1",
-    "xlsx": "^0.18.5"
+    "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",

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

@@ -241,28 +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",
@@ -275,8 +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",
@@ -285,6 +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",
@@ -299,22 +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",
@@ -342,22 +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",
@@ -376,8 +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",
@@ -385,7 +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",
@@ -394,8 +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",
@@ -403,13 +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",

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/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/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(
@@ -98,7 +98,7 @@ export default class AccountsController extends BaseController {
   /**
    * Create account DTO Schema validation.
    */
-  get createAccountDTOSchema() {
+  private get createAccountDTOSchema() {
     return [
       check('name')
         .exists()
@@ -131,7 +131,7 @@ export default class AccountsController extends BaseController {
   /**
    * Account DTO Schema validation.
    */
-  get editAccountDTOSchema() {
+  private get editAccountDTOSchema() {
     return [
       check('name')
         .exists()
@@ -160,14 +160,14 @@ export default class AccountsController extends BaseController {
     ];
   }
 
-  get accountParamSchema() {
+  private get accountParamSchema() {
     return [param('id').exists().isNumeric().toInt()];
   }
 
   /**
    * Accounts list validation schema.
    */
-  get accountsListSchema() {
+  private get accountsListSchema() {
     return [
       query('view_slug').optional({ nullable: true }).isString().trim(),
       query('stringified_filter_roles').optional().isJSON(),
@@ -207,7 +207,6 @@ 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 +1,264 @@
+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 { id: documentKey } = req.params;
+
+    try {
+      const presignedUrl = await this.attachmentsApplication.getPresignedUrl(
+        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,
@@ -99,6 +115,17 @@ export default class AuthenticationController extends BaseController {
     ];
   }
 
+  private get signupVerifySchema(): ValidationChain[] {
+    return [
+      check('email')
+        .exists()
+        .isString()
+        .isEmail()
+        .isLength({ max: DATATYPES_LENGTH.STRING }),
+      check('token').exists().isString(),
+    ];
+  }
+
   /**
    * Reset password schema.
    * @returns {ValidationChain[]}
@@ -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 +1,49 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
+import { GetBankAccountSummary } from '@/services/Banking/BankAccounts/GetBankAccountSummary';
+
+@Service()
+export class BankAccountsController extends BaseController {
+  @Inject()
+  private getBankAccountSummaryService: GetBankAccountSummary;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get('/:bankAccountId/meta', this.getBankAccountSummary.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);
+    }
+  }
+}

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

@@ -0,0 +1,103 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { MatchBankTransactionsApplication } from '@/services/Banking/Matching/MatchBankTransactionsApplication';
+import { body, param } from 'express-validator';
+import {
+  GetMatchedTransactionsFilter,
+  IMatchTransactionsDTO,
+} from '@/services/Banking/Matching/types';
+
+@Service()
+export class BankTransactionsMatchingController extends BaseController {
+  @Inject()
+  private bankTransactionsMatchingApp: MatchBankTransactionsApplication;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/:transactionId',
+      [
+        param('transactionId').exists(),
+        body('matchedTransactions').isArray({ min: 1 }),
+        body('matchedTransactions.*.reference_type').exists(),
+        body('matchedTransactions.*.reference_id').isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.matchBankTransaction.bind(this)
+    );
+    router.post(
+      '/unmatch/:transactionId',
+      [param('transactionId').exists()],
+      this.validationResult,
+      this.unmatchMatchedBankTransaction.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
+  ) {
+    const { tenantId } = req;
+    const { transactionId } = req.params;
+    const matchTransactionDTO = this.matchedBodyData(
+      req
+    ) as IMatchTransactionsDTO;
+
+    try {
+      await this.bankTransactionsMatchingApp.matchTransaction(
+        tenantId,
+        transactionId,
+        matchTransactionDTO
+      );
+      return res.status(200).send({
+        id: transactionId,
+        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 +1,34 @@
+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';
+
+@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()
+    );
+    return router;
+  }
+}

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

@@ -0,0 +1,206 @@
+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', 'contains', 'not_contain'])
+        .default('contain'),
+      body('conditions.*.value').exists(),
+
+      // 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 }),
+
+      body('recognition').isBoolean().toBoolean().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/ExcludeBankTransactionsController.ts

@@ -0,0 +1,124 @@
+import { Inject, Service } from 'typedi';
+import { param } from 'express-validator';
+import { NextFunction, Request, Response, Router, query } from 'express';
+import BaseController from '../BaseController';
+import { ExcludeBankTransactionsApplication } from '@/services/Banking/Exclude/ExcludeBankTransactionsApplication';
+
+@Service()
+export class ExcludeBankTransactionsController extends BaseController {
+  @Inject()
+  private excludeBankTransactionApp: ExcludeBankTransactionsApplication;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.put(
+      '/transactions/:transactionId/exclude',
+      [param('transactionId').exists()],
+      this.validationResult,
+      this.excludeBankTransaction.bind(this)
+    );
+    router.put(
+      '/transactions/:transactionId/unexclude',
+      [param('transactionId').exists()],
+      this.validationResult,
+      this.unexcludeBankTransaction.bind(this)
+    );
+    router.get(
+      '/excluded',
+      [],
+      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);
+    }
+  }
+
+  /**
+   * 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.matchedBodyData(req);
+
+    console.log('123');
+    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 +1,77 @@
+import { Inject, Service } from 'typedi';
+import { NextFunction, Request, Response, Router } from 'express';
+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('/', 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

@@ -2,15 +2,20 @@ import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
+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 +23,10 @@ export default class GetCashflowAccounts extends BaseController {
   public router() {
     const router = Router();
 
+    router.get(
+      '/transactions/:transactionId/matches',
+      this.getMatchedTransactions.bind(this)
+    );
     router.get(
       '/transactions/:transactionId',
       CheckPolicies(CashflowAction.View, AbilitySubject.Cashflow),
@@ -43,12 +52,10 @@ 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 +64,34 @@ 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 }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { transactionId } = req.params;
+    const filter = this.matchedQueryData(req) as GetMatchedTransactionsFilter;
+
+    try {
+      const data =
+        await this.bankTransactionsMatchingApp.getMatchedTransactions(
+          tenantId,
+          transactionId,
+          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 +1,16 @@
 import { Service, Inject } from 'typedi';
-import { check } from 'express-validator';
+import { ValidationChain, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class NewCashflowTransactionController extends BaseController {
   @Inject()
-  private newCashflowTranscationService: NewCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Router constructor.
@@ -18,6 +18,18 @@ export default class NewCashflowTransactionController extends BaseController {
   public router() {
     const router = Router();
 
+    router.get(
+      '/transactions/uncategorized/:id',
+      this.asyncMiddleware(this.getUncategorizedCashflowTransaction),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/transactions/:id/uncategorized',
+      this.getUncategorizedTransactionsValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.getUncategorizedCashflowTransactions),
+      this.catchServiceErrors
+    );
     router.post(
       '/transactions',
       CheckPolicies(CashflowAction.Create, AbilitySubject.Cashflow),
@@ -26,13 +38,72 @@ export default class NewCashflowTransactionController extends BaseController {
       this.asyncMiddleware(this.newCashflowTransaction),
       this.catchServiceErrors
     );
+    router.post(
+      '/transactions/:id/uncategorize',
+      this.revertCategorizedCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transactions/:id/categorize',
+      this.categorizeCashflowTransactionValidationSchema,
+      this.validationResult,
+      this.categorizeCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transaction/:id/categorize/expense',
+      this.categorizeAsExpenseValidationSchema,
+      this.validationResult,
+      this.categorizesCashflowTransactionAsExpense,
+      this.catchServiceErrors
+    );
     return router;
   }
 
+  /**
+   * Getting uncategorized transactions validation schema.
+   * @returns {ValidationChain}
+   */
+  public get getUncategorizedTransactionsValidationSchema() {
+    return [
+      param('id').exists().isNumeric().toInt(),
+      query('page').optional().isNumeric().toInt(),
+      query('page_size').optional().isNumeric().toInt(),
+    ];
+  }
+
+  /**
+   * Categorize as expense validation schema.
+   */
+  public get categorizeAsExpenseValidationSchema() {
+    return [
+      check('expense_account_id').exists(),
+      check('date').isISO8601().exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+    ];
+  }
+
+  /**
+   * Categorize cashflow tranasction validation schema.
+   */
+  public get categorizeCashflowTransactionValidationSchema() {
+    return [
+      check('date').exists().isISO8601().toDate(),
+      check('credit_account_id').exists().isInt().toInt(),
+      check('transaction_number').optional(),
+      check('transaction_type').exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+      check('description').optional(),
+      check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
+    ];
+  }
+
   /**
    * New cashflow transaction validation schema.
    */
-  get newTransactionValidationSchema() {
+  public get newTransactionValidationSchema() {
     return [
       check('date').exists().isISO8601().toDate(),
       check('reference_no').optional({ nullable: true }).trim().escape(),
@@ -48,9 +119,7 @@ export default class NewCashflowTransactionController extends BaseController {
       check('credit_account_id').exists().isInt().toInt(),
 
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
-
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
-
       check('publish').default(false).isBoolean().toBoolean(),
     ];
   }
@@ -70,13 +139,12 @@ export default class NewCashflowTransactionController extends BaseController {
     const ownerContributionDTO = this.matchedBodyData(req);
 
     try {
-      const { cashflowTransaction } =
-        await this.newCashflowTranscationService.newCashflowTransaction(
+      const cashflowTransaction =
+        await this.cashflowApplication.createTransaction(
           tenantId,
           ownerContributionDTO,
           userId
         );
-
       return res.status(200).send({
         id: cashflowTransaction.id,
         message: 'New cashflow transaction has been created successfully.',
@@ -86,11 +154,147 @@ export default class NewCashflowTransactionController extends BaseController {
     }
   };
 
+  /**
+   * Revert the categorized cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private revertCategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.uncategorizeTransaction(
+        tenantId,
+        cashflowTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizeCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeTransaction(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the transaction as expense transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizesCashflowTransactionAsExpense = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeAsExpense(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: transactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransactions = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: accountId } = req.params;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransactions(
+        tenantId,
+        accountId,
+        query
+      );
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handle the service errors.
    * @param error
-   * @param req
-   * @param res
+   * @param {Request} req
+   * @param {res
    * @param next
    * @returns
    */
@@ -140,6 +344,16 @@ export default class NewCashflowTransactionController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
+              code: 4100,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

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

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

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

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

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

packages/server/src/api/controllers/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

@@ -84,7 +84,7 @@ export class ExpensesController extends BaseController {
   /**
    * Expense DTO schema.
    */
-  get expenseDTOSchema() {
+  private get expenseDTOSchema() {
     return [
       check('reference_no')
         .optional({ nullable: true })
@@ -130,6 +130,9 @@ export class ExpensesController extends BaseController {
         .optional({ nullable: true })
         .isInt({ max: DATATYPES_LENGTH.INT_10 })
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -183,6 +186,9 @@ export class ExpensesController extends BaseController {
         .optional({ nullable: true })
         .isInt({ max: DATATYPES_LENGTH.INT_10 })
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -269,7 +275,7 @@ 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 +297,11 @@ 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 +323,11 @@ 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 +357,7 @@ 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

@@ -71,6 +71,7 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
         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) {
@@ -98,6 +99,15 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
           '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);

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

@@ -11,7 +11,7 @@ import { ACCEPT_TYPE } from '@/interfaces/Http';
 @Service()
 export default class ARAgingSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  ARAgingSummaryApp: ARAgingSummaryApplication;
+  private ARAgingSummaryApp: ARAgingSummaryApplication;
 
   /**
    * Router constructor.
@@ -69,6 +69,7 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
         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) {
@@ -96,6 +97,15 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
         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);

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

@@ -101,6 +101,7 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
         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) {
@@ -128,6 +129,15 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
           '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);
 

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

@@ -79,6 +79,7 @@ export default class CashFlowController extends BaseFinancialReportController {
         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) {
@@ -106,6 +107,15 @@ export default class CashFlowController extends BaseFinancialReportController {
           '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);

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

@@ -75,6 +75,7 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the xlsx format.
@@ -109,6 +110,19 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
           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,

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

@@ -96,6 +96,7 @@ export default class InventoryDetailsController extends BaseController {
         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) {
@@ -127,6 +128,15 @@ export default class InventoryDetailsController extends BaseController {
           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,

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

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

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

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

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

@@ -96,6 +96,7 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     try {
       // Retrieves the csv format.
@@ -125,6 +126,14 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
         );
         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);
 

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

@@ -1,17 +1,17 @@
 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.
@@ -24,13 +24,14 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       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[]}
    */
   private get validationSchema(): ValidationChain[] {
     return [
@@ -60,26 +61,53 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
    * @param {Request} req -
    * @param {Response} res -
    */
-  private 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

@@ -62,6 +62,7 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the json table format.
@@ -97,6 +98,16 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
 
         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,

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

@@ -70,6 +70,7 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     try {
       // Retrieves the json table format.
@@ -103,6 +104,16 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
         );
         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,

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

@@ -71,6 +71,7 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the xlsx format.
@@ -101,6 +102,17 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
           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(

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

@@ -3,7 +3,6 @@ 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/TrialBalanceSheetInjectable';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
@@ -81,6 +80,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
         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) {
@@ -109,6 +109,17 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
         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(

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

@@ -72,6 +72,7 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the csv format.
@@ -100,6 +101,17 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
           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(

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/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(),
@@ -148,13 +148,16 @@ 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(),
@@ -320,7 +323,7 @@ export default class ManualJournalsController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  getManualJournalsList = async (
+  private getManualJournalsList = async (
     req: Request,
     res: Response,
     next: NextFunction

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

@@ -6,6 +6,7 @@ import { check, ValidationChain } from 'express-validator';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import JWTAuth from '@/api/middleware/jwtAuth';
 import TenancyMiddleware from '@/api/middleware/TenancyMiddleware';
+import SubscriptionMiddleware from '@/api/middleware/SubscriptionMiddleware';
 import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
 import OrganizationService from '@/services/Organization/OrganizationService';
 import { MONTHS, ACCEPTED_LOCALES } from '@/services/Organization/constants';
@@ -17,7 +18,7 @@ import BaseController from '@/api/controllers/BaseController';
 @Service()
 export default class OrganizationController extends BaseController {
   @Inject()
-  private organizationService: OrganizationService;
+  organizationService: OrganizationService;
 
   /**
    * Router constructor.
@@ -25,10 +26,13 @@ export default class OrganizationController extends BaseController {
   router() {
     const router = Router();
 
+    // Should before build tenant database the user be authorized and
+    // most important than that, should be subscribed to any plan.
     router.use(JWTAuth);
     router.use(AttachCurrentTenantUser);
     router.use(TenancyMiddleware);
 
+    router.use('/build', SubscriptionMiddleware('main'));
     router.post(
       '/build',
       this.buildOrganizationValidationSchema,

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

@@ -33,17 +33,17 @@ export default class OrganizationDashboardController extends BaseController {
   }
 
   /**
-   *
-   * @param req
-   * @param res
-   * @param next
-   * @returns
+   * Detarmines whether the current authed organization to able to change its currency/.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Response|void}
    */
   private async baseCurrencyMutateAbility(
     req: Request,
     res: Response,
     next: Function
-  ) {
+  ): Promise<Response|void> {
     const { tenantId } = req;
 
     try {

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

@@ -29,8 +29,7 @@ export class ProjectsController extends BaseController {
         check('cost_estimate').exists().isDecimal(),
       ],
       this.validationResult,
-      asyncMiddleware(this.createProject.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.createProject.bind(this))
     );
     router.post(
       '/:id',
@@ -43,8 +42,7 @@ export class ProjectsController extends BaseController {
         check('cost_estimate').exists().isDecimal(),
       ],
       this.validationResult,
-      asyncMiddleware(this.editProject.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.editProject.bind(this))
     );
     router.patch(
       '/:projectId/status',
@@ -56,16 +54,14 @@ export class ProjectsController extends BaseController {
           .isIn([IProjectStatus.InProgress, IProjectStatus.Closed]),
       ],
       this.validationResult,
-      asyncMiddleware(this.editProject.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.editProject.bind(this))
     );
     router.get(
       '/:id',
       CheckPolicies(ProjectAction.VIEW, AbilitySubject.Project),
       [param('id').exists().isInt().toInt()],
       this.validationResult,
-      asyncMiddleware(this.getProject.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.getProject.bind(this))
     );
     router.get(
       '/:projectId/billable/entries',
@@ -76,24 +72,21 @@ export class ProjectsController extends BaseController {
         query('to_date').optional().isISO8601(),
       ],
       this.validationResult,
-      asyncMiddleware(this.projectBillableEntries.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.projectBillableEntries.bind(this))
     );
     router.get(
       '/',
       CheckPolicies(ProjectAction.VIEW, AbilitySubject.Project),
       [],
       this.validationResult,
-      asyncMiddleware(this.getProjects.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.getProjects.bind(this))
     );
     router.delete(
       '/:id',
       CheckPolicies(ProjectAction.DELETE, AbilitySubject.Project),
       [param('id').exists().isInt().toInt()],
       this.validationResult,
-      asyncMiddleware(this.deleteProject.bind(this)),
-      this.catchServiceErrors
+      asyncMiddleware(this.deleteProject.bind(this))
     );
     return router;
   }
@@ -252,22 +245,4 @@ export class ProjectsController extends BaseController {
       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) {
-    }
-    next(error);
-  }
 }

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

@@ -118,7 +118,6 @@ export default class BillsController extends BaseController {
       check('is_inclusive_tax').default(false).isBoolean().toBoolean(),
 
       check('entries').isArray({ min: 1 }),
-
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
@@ -148,6 +147,9 @@ export default class BillsController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -190,6 +192,9 @@ export default class BillsController extends BaseController {
         .optional({ nullable: true })
         .isBoolean()
         .toBoolean(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -303,7 +308,7 @@ export default class BillsController extends BaseController {
     try {
       const bill = await this.billsApplication.getBill(tenantId, billId);
 
-      return res.status(200).send(this.transfromToResponse({ bill }));
+      return res.status(200).send({ bill });
     } catch (error) {
       next(error);
     }
@@ -348,14 +353,11 @@ export default class BillsController extends BaseController {
     };
 
     try {
-      const { bills, pagination, filterMeta } =
-        await this.billsApplication.getBills(tenantId, filter);
-
-      return res.status(200).send({
-        bills: this.transfromToResponse(bills),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      const billsWithPagination = await this.billsApplication.getBills(
+        tenantId,
+        filter
+      );
+      return res.status(200).send(billsWithPagination);
     } catch (error) {
       next(error);
     }
@@ -563,6 +565,16 @@ export default class BillsController extends BaseController {
           errors: [{ type: 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND', code: 1900 }],
         });
       }
+      if (error.errorType === 'BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT',
+              code: 2000,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

@@ -122,6 +122,9 @@ export default class BillsPayments extends BaseController {
       check('entries.*.index').optional().isNumeric().toInt(),
       check('entries.*.bill_id').exists().isNumeric().toInt(),
       check('entries.*.payment_amount').exists().isNumeric().toFloat(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -158,15 +161,11 @@ export default class BillsPayments extends BaseController {
     const { tenantId } = req;
     const { vendorId } = this.matchedQueryData(req);
 
-    try {
-      const entries = await this.billPaymentsPages.getNewPageEntries(
-        tenantId,
-        vendorId
-      );
-      return res.status(200).send({
-        entries: this.transfromToResponse(entries),
-      });
-    } catch (error) {}
+    const entries = await this.billPaymentsPages.getNewPageEntries(
+      tenantId,
+      vendorId
+    );
+    return res.status(200).send({ entries });
   }
 
   /**
@@ -183,16 +182,12 @@ export default class BillsPayments extends BaseController {
     const { id: paymentReceiveId } = req.params;
 
     try {
-      const { billPayment, entries } =
+      const billPaymentsWithEditEntries =
         await this.billPaymentsPages.getBillPaymentEditPage(
           tenantId,
           paymentReceiveId
         );
-
-      return res.status(200).send({
-        bill_payment: this.transfromToResponse(billPayment),
-        entries: this.transfromToResponse(entries),
-      });
+      return res.status(200).send(billPaymentsWithEditEntries);
     } catch (error) {
       next(error);
     }
@@ -304,9 +299,7 @@ export default class BillsPayments extends BaseController {
         tenantId,
         billPaymentId
       );
-      return res.status(200).send({
-        bill_payment: this.transfromToResponse(billPayment),
-      });
+      return res.status(200).send({ billPayment });
     } catch (error) {
       next(error);
     }
@@ -359,17 +352,12 @@ export default class BillsPayments extends BaseController {
     };
 
     try {
-      const { billPayments, pagination, filterMeta } =
+      const billPaymentsWithPagination =
         await this.billPaymentsApplication.getBillPayments(
           tenantId,
           billPaymentsFilter
         );
-
-      return res.status(200).send({
-        bill_payments: this.transfromToResponse(billPayments),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(billPaymentsWithPagination);
     } catch (error) {
       next(error);
     }

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

@@ -186,6 +186,9 @@ export default class VendorCreditController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -228,6 +231,9 @@ export default class VendorCreditController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -297,8 +303,7 @@ export default class VendorCreditController extends BaseController {
     try {
       const vendorCredit = await this.createVendorCreditService.newVendorCredit(
         tenantId,
-        vendorCreditCreateDTO,
-        user
+        vendorCreditCreateDTO
       );
 
       return res.status(200).send({
@@ -320,20 +325,19 @@ export default class VendorCreditController extends BaseController {
     res: Response,
     next: NextFunction
   ) => {
-    const { id: billId } = req.params;
+    const { id: vendorCreditId } = req.params;
     const { tenantId, user } = req;
     const vendorCreditEditDTO: IVendorCreditEditDTO = this.matchedBodyData(req);
 
     try {
       await this.editVendorCreditService.editVendorCredit(
         tenantId,
-        billId,
-        vendorCreditEditDTO,
-        user
+        vendorCreditId,
+        vendorCreditEditDTO
       );
 
       return res.status(200).send({
-        id: billId,
+        id: vendorCreditId,
         message: 'The vendor credit has been edited successfully.',
       });
     } catch (error) {

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

@@ -26,6 +26,7 @@ import GetCreditNoteAssociatedInvoicesToApply from '@/services/CreditNotes/GetCr
 import GetCreditNoteAssociatedAppliedInvoices from '@/services/CreditNotes/GetCreditNoteAssociatedAppliedInvoices';
 import GetRefundCreditTransaction from '@/services/CreditNotes/GetRefundCreditNoteTransaction';
 import GetCreditNotePdf from '../../../services/CreditNotes/GetCreditNotePdf';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 /**
  * Credit notes controller.
  * @service
@@ -235,6 +236,9 @@ export default class PaymentReceivesController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -293,7 +297,7 @@ export default class PaymentReceivesController extends BaseController {
     return [
       check('from_account_id').exists().isNumeric().toInt(),
       check('description').optional(),
-      
+
       check('amount').exists().isNumeric().toFloat(),
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
 
@@ -337,8 +341,7 @@ export default class PaymentReceivesController extends BaseController {
     try {
       const creditNote = await this.createCreditNoteService.newCreditNote(
         tenantId,
-        creditNoteDTO,
-        user
+        creditNoteDTO
       );
       return res.status(200).send({
         id: creditNote.id,
@@ -438,7 +441,7 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   * Retrieve the payment receive details.
+   * Retrieve the credit note details.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -451,38 +454,28 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
     const { id: creditNoteId } = req.params;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.creditNotePdf.getCreditNotePdf(
+        tenantId,
+        creditNoteId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+    } else {
       const creditNote = await this.getCreditNoteService.getCreditNote(
         tenantId,
         creditNoteId
       );
-      const ACCEPT_TYPE = {
-        APPLICATION_PDF: 'application/pdf',
-        APPLICATION_JSON: 'application/json',
-      };
-      // Response formatter.
-      res.format({
-        // Json content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res
-            .status(200)
-            .send({ credit_note: this.transfromToResponse(creditNote) });
-        },
-        // Pdf content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent = await this.creditNotePdf.getCreditNotePdf(
-            tenantId,
-            creditNote
-          );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ creditNote });
     }
   };
 

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

@@ -1,10 +1,11 @@
 import { Inject, Service } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query, ValidationChain } from 'express-validator';
+import { body, check, param, query, ValidationChain } from 'express-validator';
 import {
   AbilitySubject,
   IPaymentReceiveDTO,
   PaymentReceiveAction,
+  PaymentReceiveMailOptsDTO,
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -13,6 +14,7 @@ import DynamicListingService from '@/services/DynamicListing/DynamicListService'
 import { PaymentReceivesApplication } from '@/services/Sales/PaymentReceives/PaymentReceivesApplication';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { ServiceError } from '@/exceptions';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class PaymentReceivesController extends BaseController {
@@ -117,6 +119,25 @@ export default class PaymentReceivesController extends BaseController {
       asyncMiddleware(this.deletePaymentReceive.bind(this)),
       this.handleServiceErrors
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.paymentReceiveValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.sendPaymentReceiveByMail.bind(this),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.paymentReceiveValidation],
+      asyncMiddleware(this.getPaymentDefaultMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -143,6 +164,9 @@ export default class PaymentReceivesController extends BaseController {
       check('entries.*.index').optional().isNumeric().toInt(),
       check('entries.*.invoice_id').exists().isNumeric().toInt(),
       check('entries.*.payment_amount').exists().isNumeric().toFloat(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -328,17 +352,12 @@ export default class PaymentReceivesController extends BaseController {
     };
 
     try {
-      const { paymentReceives, pagination, filterMeta } =
+      const paymentsReceivedWithPagination =
         await this.paymentReceiveApplication.getPaymentReceives(
           tenantId,
           filter
         );
-
-      return res.status(200).send({
-        payment_receives: this.transfromToResponse(paymentReceives),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(paymentsReceivedWithPagination);
     } catch (error) {
       next(error);
     }
@@ -415,38 +434,34 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
     const { id: paymentReceiveId } = req.params;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Response in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent =
+        await this.paymentReceiveApplication.getPaymentReceivePdf(
+          tenantId,
+          paymentReceiveId
+        );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Response in json format.
+    } else {
       const paymentReceive =
         await this.paymentReceiveApplication.getPaymentReceive(
           tenantId,
           paymentReceiveId
         );
-
-      const ACCEPT_TYPE = {
-        APPLICATION_PDF: 'application/pdf',
-        APPLICATION_JSON: 'application/json',
-      };
-      res.format({
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send({
-            payment_receive: this.transfromToResponse(paymentReceive),
-          });
-        },
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent =
-            await this.paymentReceiveApplication.getPaymentReceivePdf(
-              tenantId,
-              paymentReceive
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
+      return res.status(200).send({
+        payment_receive: paymentReceive,
       });
-    } catch (error) {
-      next(error);
     }
   }
 
@@ -480,7 +495,7 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   *
+   * Retrieves the sms details of the given payment receive.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -508,13 +523,73 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   * Handles service errors.
-   * @param error
-   * @param req
-   * @param res
-   * @param next
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
    */
-  handleServiceErrors(
+  public sendPaymentReceiveByMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: paymentReceiveId } = req.params;
+    const paymentMailDTO: PaymentReceiveMailOptsDTO = this.matchedBodyData(
+      req,
+      {
+        includeOptionals: false,
+      }
+    );
+
+    try {
+      await this.paymentReceiveApplication.notifyPaymentByMail(
+        tenantId,
+        paymentReceiveId,
+        paymentMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The payment notification has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given payment transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getPaymentDefaultMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: paymentReceiveId } = req.params;
+
+    try {
+      const data = await this.paymentReceiveApplication.getPaymentMailOptions(
+        tenantId,
+        paymentReceiveId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Handles service errors.
+   * @param {Error} error
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private handleServiceErrors(
     error: Error,
     req: Request,
     res: Response,

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

@@ -1,10 +1,11 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import {
   AbilitySubject,
   ISaleEstimateDTO,
   SaleEstimateAction,
+  SaleEstimateMailOptionsDTO,
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -121,6 +122,27 @@ export default class SalesEstimatesController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.validateSpecificEstimateSchema,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleEstimateMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.validateSpecificEstimateSchema],
+      this.validationResult,
+      asyncMiddleware(this.getSaleEstimateMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -162,6 +184,9 @@ export default class SalesEstimatesController extends BaseController {
       check('note').optional().trim().escape(),
       check('terms_conditions').optional().trim().escape(),
       check('send_to_email').optional().trim().escape(),
+
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -312,7 +337,6 @@ export default class SalesEstimatesController extends BaseController {
         tenantId,
         estimateId
       );
-
       return res.status(200).send({
         id: estimateId,
         message: 'The sale estimate has been approved successfully.',
@@ -341,7 +365,6 @@ export default class SalesEstimatesController extends BaseController {
         tenantId,
         estimateId
       );
-
       return res.status(200).send({
         id: estimateId,
         message: 'The sale estimate has been rejected successfully.',
@@ -361,33 +384,30 @@ export default class SalesEstimatesController extends BaseController {
     const { id: estimateId } = req.params;
     const { tenantId } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves estimate in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleEstimatesApplication.getSaleEstimatePdf(
+        tenantId,
+        estimateId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves estimates in json format.
+    } else {
       const estimate = await this.saleEstimatesApplication.getSaleEstimate(
         tenantId,
         estimateId
       );
-      // Response formatter.
-      res.format({
-        // JSON content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send(this.transfromToResponse({ estimate }));
-        },
-        // PDF content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent =
-            await this.saleEstimatesApplication.getSaleEstimatePdf(
-              tenantId,
-              estimate
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ estimate });
     }
   }
 
@@ -405,22 +425,11 @@ export default class SalesEstimatesController extends BaseController {
       pageSize: 12,
       ...this.matchedQueryData(req),
     };
-
     try {
-      const { salesEstimates, pagination, filterMeta } =
+      const salesEstimatesWithPagination =
         await this.saleEstimatesApplication.getSaleEstimates(tenantId, filter);
 
-      res.format({
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send(
-            this.transfromToResponse({
-              salesEstimates,
-              pagination,
-              filterMeta,
-            })
-          );
-        },
-      });
+      return res.status(200).send(salesEstimatesWithPagination);
     } catch (error) {
       next(error);
     }
@@ -478,6 +487,65 @@ export default class SalesEstimatesController extends BaseController {
     }
   };
 
+  /**
+   * Send the sale estimate mail.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private sendSaleEstimateMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const saleEstimateDTO: SaleEstimateMailOptionsDTO = this.matchedBodyData(
+      req,
+      {
+        includeOptionals: false,
+      }
+    );
+    try {
+      await this.saleEstimatesApplication.sendSaleEstimateMail(
+        tenantId,
+        invoiceId,
+        saleEstimateDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale estimate mail has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given sale estimate.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private getSaleEstimateMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleEstimatesApplication.getSaleEstimateMail(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

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

@@ -1,5 +1,5 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Service, Inject } from 'typedi';
 import BaseController from '../BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -10,14 +10,12 @@ import {
   ISaleInvoiceCreateDTO,
   SaleInvoiceAction,
   AbilitySubject,
+  SendInvoiceMailDTO,
 } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { SaleInvoiceApplication } from '@/services/Sales/Invoices/SaleInvoicesApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
-const ACCEPT_TYPE = {
-  APPLICATION_PDF: 'application/pdf',
-  APPLICATION_JSON: 'application/json',
-};
 @Service()
 export default class SaleInvoicesController extends BaseController {
   @Inject()
@@ -38,6 +36,8 @@ export default class SaleInvoicesController extends BaseController {
       [
         ...this.saleInvoiceValidationSchema,
         check('from_estimate_id').optional().isNumeric().toInt(),
+        check('attachments').isArray().optional(),
+        check('attachments.*.key').exists().isString(),
       ],
       this.validationResult,
       asyncMiddleware(this.newSaleInvoice.bind(this)),
@@ -100,6 +100,8 @@ export default class SaleInvoicesController extends BaseController {
       [
         ...this.saleInvoiceValidationSchema,
         ...this.specificSaleInvoiceValidation,
+        check('attachments').isArray().optional(),
+        check('attachments.*.key').exists().isString(),
       ],
       this.validationResult,
       asyncMiddleware(this.editSaleInvoice.bind(this)),
@@ -145,6 +147,48 @@ export default class SaleInvoicesController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.get(
+      '/:id/mail-reminder',
+      this.specificSaleInvoiceValidation,
+      this.validationResult,
+      asyncMiddleware(this.getSaleInvoiceMailReminder.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/mail-reminder',
+      [
+        ...this.specificSaleInvoiceValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleInvoiceMailReminder.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.specificSaleInvoiceValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleInvoiceMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.specificSaleInvoiceValidation],
+      this.validationResult,
+      asyncMiddleware(this.getSaleInvoiceMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -360,7 +404,6 @@ export default class SaleInvoicesController extends BaseController {
         saleInvoiceId,
         user
       );
-
       return res.status(200).send({
         id: saleInvoiceId,
         message: 'The sale invoice has been deleted successfully.',
@@ -375,43 +418,35 @@ export default class SaleInvoicesController extends BaseController {
    * @param {Request} req - Request object.
    * @param {Response} res - Response object.
    */
-  private async getSaleInvoice(
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
+  private async getSaleInvoice(req: Request, res: Response) {
     const { id: saleInvoiceId } = req.params;
     const { tenantId, user } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves invoice in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
+        tenantId,
+        saleInvoiceId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves invoice in json format.
+    } else {
       const saleInvoice = await this.saleInvoiceApplication.getSaleInvoice(
         tenantId,
         saleInvoiceId,
         user
       );
-      // Response formatter.
-      res.format({
-        // JSON content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res
-            .status(200)
-            .send(this.transfromToResponse({ saleInvoice }));
-        },
-        // PDF content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
-            tenantId,
-            saleInvoice
-          );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ saleInvoice });
     }
   }
   /**
@@ -434,14 +469,10 @@ export default class SaleInvoicesController extends BaseController {
       ...this.matchedQueryData(req),
     };
     try {
-      const { salesInvoices, filterMeta, pagination } =
+      const salesInvoicesWithPagination =
         await this.saleInvoiceApplication.getSaleInvoices(tenantId, filter);
 
-      return res.status(200).send({
-        sales_invoices: this.transfromToResponse(salesInvoices),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(salesInvoicesWithPagination);
     } catch (error) {
       next(error);
     }
@@ -468,9 +499,7 @@ export default class SaleInvoicesController extends BaseController {
           tenantId,
           customerId
         );
-      return res.status(200).send({
-        sales_invoices: this.transfromToResponse(salesInvoices),
-      });
+      return res.status(200).send({ salesInvoices });
     } catch (error) {
       next(error);
     }
@@ -498,7 +527,6 @@ export default class SaleInvoicesController extends BaseController {
         invoiceId,
         writeoffDTO
       );
-
       return res.status(200).send({
         id: saleInvoice.id,
         message: 'The given sale invoice has been written-off successfully.',
@@ -630,6 +658,119 @@ export default class SaleInvoicesController extends BaseController {
     }
   };
 
+  /**
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async sendSaleInvoiceMail(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const invoiceMailDTO: SendInvoiceMailDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+
+    try {
+      await this.saleInvoiceApplication.sendSaleInvoiceMail(
+        tenantId,
+        invoiceId,
+        invoiceMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale invoice mail has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retreivers the sale invoice reminder options.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleInvoiceMailReminder(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMailReminder(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async sendSaleInvoiceMailReminder(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const invoiceMailDTO: SendInvoiceMailDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+    try {
+      await this.saleInvoiceApplication.sendSaleInvoiceMailReminder(
+        tenantId,
+        invoiceId,
+        invoiceMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale invoice mail reminder has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the default mail options of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleInvoiceMail(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMail(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Handles service errors.
    * @param {Error} error

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

@@ -1,14 +1,19 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseController from '../BaseController';
-import { ISaleReceiptDTO } from '@/interfaces/SaleReceipt';
+import {
+  ISaleReceiptDTO,
+  SaleReceiptMailOpts,
+  SaleReceiptMailOptsDTO,
+} from '@/interfaces/SaleReceipt';
 import { ServiceError } from '@/exceptions';
 import DynamicListingService from '@/services/DynamicListing/DynamicListService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, SaleReceiptAction } from '@/interfaces';
 import { SaleReceiptApplication } from '@/services/Sales/Receipts/SaleReceiptApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class SalesReceiptsController extends BaseController {
@@ -46,6 +51,27 @@ export default class SalesReceiptsController extends BaseController {
       this.saleReceiptSmsDetails,
       this.handleServiceErrors
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.specificReceiptValidationSchema,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_receipt').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleReceiptMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.specificReceiptValidationSchema],
+      this.validationResult,
+      asyncMiddleware(this.getSaleReceiptMail.bind(this)),
+      this.handleServiceErrors
+    );
     router.post(
       '/:id',
       CheckPolicies(SaleReceiptAction.Edit, AbilitySubject.SaleReceipt),
@@ -132,6 +158,8 @@ export default class SalesReceiptsController extends BaseController {
         .toInt(),
       check('receipt_message').optional().trim().escape(),
       check('statement').optional().trim().escape(),
+      check('attachments').isArray().optional(),
+      check('attachments.*.key').exists().isString(),
     ];
   }
 
@@ -205,7 +233,6 @@ export default class SalesReceiptsController extends BaseController {
         tenantId,
         saleReceiptId
       );
-
       return res.status(200).send({
         id: saleReceiptId,
         message: 'Sale receipt has been deleted successfully.',
@@ -294,15 +321,10 @@ export default class SalesReceiptsController extends BaseController {
       ...this.matchedQueryData(req),
     };
     try {
-      const { data, pagination, filterMeta } =
+      const salesReceiptsWithPagination =
         await this.saleReceiptsApplication.getSaleReceipts(tenantId, filter);
 
-      const response = this.transfromToResponse({
-        data,
-        pagination,
-        filterMeta,
-      });
-      return res.status(200).send(response);
+      return res.status(200).send(salesReceiptsWithPagination);
     } catch (error) {
       next(error);
     }
@@ -314,36 +336,34 @@ export default class SalesReceiptsController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async getSaleReceipt(req: Request, res: Response, next: NextFunction) {
+  public async getSaleReceipt(req: Request, res: Response) {
     const { id: saleReceiptId } = req.params;
     const { tenantId } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves receipt in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleReceiptsApplication.getSaleReceiptPdf(
+        tenantId,
+        saleReceiptId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves receipt in json format.
+    } else {
       const saleReceipt = await this.saleReceiptsApplication.getSaleReceipt(
         tenantId,
         saleReceiptId
       );
-      res.format({
-        'application/json': () => {
-          return res
-            .status(200)
-            .send(this.transfromToResponse({ saleReceipt }));
-        },
-        'application/pdf': async () => {
-          const pdfContent =
-            await this.saleReceiptsApplication.getSaleReceiptPdf(
-              tenantId,
-              saleReceipt
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ saleReceipt });
     }
   }
 
@@ -405,6 +425,64 @@ export default class SalesReceiptsController extends BaseController {
     }
   };
 
+  /**
+   * Sends mail notification of the given sale receipt.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public sendSaleReceiptMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: receiptId } = req.params;
+    const receiptMailDTO: SaleReceiptMailOptsDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+
+    try {
+      await this.saleReceiptsApplication.sendSaleReceiptMail(
+        tenantId,
+        receiptId,
+        receiptMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message:
+          'The sale receipt notification via sms has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given sale receipt.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getSaleReceiptMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: receiptId } = req.params;
+
+    try {
+      const data = await this.saleReceiptsApplication.getSaleReceiptMail(
+        tenantId,
+        receiptId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

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

@@ -0,0 +1,88 @@
+import { Router, Request, Response, NextFunction } from 'express';
+import { Service, Inject } from 'typedi';
+import { body } from 'express-validator';
+import JWTAuth from '@/api/middleware/jwtAuth';
+import TenancyMiddleware from '@/api/middleware/TenancyMiddleware';
+import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
+import SubscriptionService from '@/services/Subscription/SubscriptionService';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseController from '../BaseController';
+import { LemonSqueezyService } from '@/services/Subscription/LemonSqueezyService';
+
+@Service()
+export class SubscriptionController extends BaseController {
+  @Inject()
+  private subscriptionService: SubscriptionService;
+
+  @Inject()
+  private lemonSqueezyService: LemonSqueezyService;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use(JWTAuth);
+    router.use(AttachCurrentTenantUser);
+    router.use(TenancyMiddleware);
+
+    router.post(
+      '/lemon/checkout_url',
+      [body('variantId').exists().trim()],
+      this.validationResult,
+      this.getCheckoutUrl.bind(this)
+    );
+    router.get('/', asyncMiddleware(this.getSubscriptions.bind(this)));
+
+    return router;
+  }
+
+  /**
+   * Retrieve all subscriptions of the authenticated user's tenant.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getSubscriptions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const subscriptions = await this.subscriptionService.getSubscriptions(
+        tenantId
+      );
+      return res.status(200).send({ subscriptions });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the LemonSqueezy checkout url.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getCheckoutUrl(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { variantId } = this.matchedBodyData(req);
+    const { user } = req;
+
+    try {
+      const checkout = await this.lemonSqueezyService.getCheckout(
+        variantId,
+        user
+      );
+      return res.status(200).send(checkout);
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -0,0 +1 @@
+export * from './SubscriptionController';

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

@@ -155,6 +155,7 @@ export default class UsersController extends BaseController {
 
     try {
       const user = await this.usersService.getUser(tenantId, userId);
+
       return res.status(200).send({ user });
     } catch (error) {
       next(error);
@@ -229,7 +230,7 @@ export default class UsersController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  catchServiceErrors(
+  private catchServiceErrors(
     error: Error,
     req: Request,
     res: Response,

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

@@ -17,7 +17,7 @@ export class WarehousesController extends BaseController {
    *
    * @returns
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.post(

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

@@ -0,0 +1,80 @@
+import { NextFunction, Router, Request, Response } from 'express';
+import { Inject, Service } from 'typedi';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+import BaseController from '../BaseController';
+import { LemonSqueezyWebhooks } from '@/services/Subscription/LemonSqueezyWebhooks';
+import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+
+@Service()
+export class Webhooks extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  @Inject()
+  private lemonWebhooksService: LemonSqueezyWebhooks;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use('/plaid', PlaidWebhookTenantBootMiddleware);
+    router.post('/plaid', this.plaidWebhooks.bind(this));
+
+    router.post('/lemon', this.lemonWebhooks.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Listens to Lemon Squeezy webhooks events.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async lemonWebhooks(req: Request, res: Response, next: NextFunction) {
+    const data = req.body;
+    const signature = req.headers['x-signature'] ?? '';
+    const rawBody = req.rawBody;
+
+    try {
+      await this.lemonWebhooksService.handlePostWebhook(
+        rawBody,
+        data,
+        signature
+      );
+      return res.status(200).send();
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Listens to Plaid webhooks.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async plaidWebhooks(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+
+    try {
+      const {
+        webhook_type: webhookType,
+        webhook_code: webhookCode,
+        item_id: plaidItemId,
+      } = req.body;
+
+      await this.plaidApp.webhooks(
+        tenantId,
+        plaidItemId,
+        webhookType,
+        webhookCode
+      );
+      return res.status(200).send({ code: 200, message: 'ok' });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/exceptions/GlobalErrorException.ts

@@ -0,0 +1,20 @@
+import { Request, Response, NextFunction } from 'express';
+
+/**
+ * Global error handler.
+ * @param {Error} err
+ * @param {Request} req
+ * @param {Response} res
+ * @param {NextFunction} next
+ */
+export function GlobalErrorException(
+  err: Error,
+  req: Request,
+  res: Response,
+  next: NextFunction
+) {
+  console.error(err.stack);
+
+  res.status(500);
+  res.boom.badImplementation('', { stack: err.stack });
+}

packages/server/src/api/exceptions/ObjectionErrorException.ts

@@ -10,8 +10,14 @@ import {
   DataError,
 } from 'objection';
 
-// In this example `res` is an express response object.
-export default function ObjectionErrorHandlerMiddleware(
+/**
+ * Handles the Objection error exception.
+ * @param {Error} err
+ * @param {Request} req
+ * @param {Response} res
+ * @param {NextFunction} next
+ */
+export function ObjectionErrorException(
   err: Error,
   req: Request,
   res: Response,
@@ -108,6 +114,7 @@ export default function ObjectionErrorHandlerMiddleware(
       type: 'UnknownDatabaseError',
       data: {},
     });
+  } else {
+    next(err);
   }
-  next(err);
 }

packages/server/src/api/exceptions/ServiceErrorException.ts

@@ -0,0 +1,25 @@
+import { NextFunction, Request, Response } from 'express';
+import { ServiceError } from '@/exceptions';
+
+/**
+ * Handles service error exception.
+ * @param {Error | ServiceError} err
+ * @param {Request} req
+ * @param {Response} res
+ * @param {NextFunction} next
+ */
+export function ServiceErrorException(
+  err: Error | ServiceError,
+  req: Request,
+  res: Response,
+  next: NextFunction
+) {
+  if (err instanceof ServiceError) {
+    res.boom.badRequest('', {
+      errors: [{ type: err.errorType, message: err.message }],
+      type: 'ServiceError',
+    });
+  } else {
+    next(err);
+  }
+}

packages/server/src/api/index.ts

@@ -4,6 +4,7 @@ import { Container } from 'typedi';
 // Middlewares
 import JWTAuth from '@/api/middleware/jwtAuth';
 import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
+import SubscriptionMiddleware from '@/api/middleware/SubscriptionMiddleware';
 import TenancyMiddleware from '@/api/middleware/TenancyMiddleware';
 import EnsureTenantIsInitialized from '@/api/middleware/EnsureTenantIsInitialized';
 import SettingsMiddleware from '@/api/middleware/SettingsMiddleware';
@@ -36,6 +37,7 @@ import Resources from './controllers/Resources';
 import ExchangeRates from '@/api/controllers/ExchangeRates';
 import Media from '@/api/controllers/Media';
 import Ping from '@/api/controllers/Ping';
+import { SubscriptionController } from '@/api/controllers/Subscription';
 import InventoryAdjustments from '@/api/controllers/Inventory/InventoryAdjustments';
 import asyncRenderMiddleware from './middleware/AsyncRenderMiddleware';
 import Jobs from './controllers/Jobs';
@@ -56,6 +58,11 @@ import { ProjectsController } from './controllers/Projects/Projects';
 import { ProjectTasksController } from './controllers/Projects/Tasks';
 import { ProjectTimesController } from './controllers/Projects/Times';
 import { TaxRatesController } from './controllers/TaxRates/TaxRates';
+import { ImportController } from './controllers/Import/ImportController';
+import { BankingController } from './controllers/Banking/BankingController';
+import { Webhooks } from './controllers/Webhooks/Webhooks';
+import { ExportController } from './controllers/Export/ExportController';
+import { AttachmentsController } from './controllers/Attachments/AttachmentsController';
 
 export default () => {
   const app = Router();
@@ -67,10 +74,12 @@ export default () => {
 
   app.use('/auth', Container.get(Authentication).router());
   app.use('/invite', Container.get(InviteUsers).nonAuthRouter());
+  app.use('/subscription', Container.get(SubscriptionController).router());
   app.use('/organization', Container.get(Organization).router());
   app.use('/ping', Container.get(Ping).router());
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
+  app.use('/webhooks', Container.get(Webhooks).router());
 
   // - Dashboard routes.
   // ---------------------------
@@ -79,6 +88,7 @@ export default () => {
   dashboard.use(JWTAuth);
   dashboard.use(AttachCurrentTenantUser);
   dashboard.use(TenancyMiddleware);
+  dashboard.use(SubscriptionMiddleware('main'));
   dashboard.use(EnsureTenantIsInitialized);
   dashboard.use(SettingsMiddleware);
   dashboard.use(I18nAuthenticatedMiddlware);
@@ -118,6 +128,7 @@ export default () => {
     Container.get(InventoryItemsCostController).router()
   );
   dashboard.use('/cashflow', Container.get(CashflowController).router());
+  dashboard.use('/banking', Container.get(BankingController).router());
   dashboard.use('/roles', Container.get(RolesController).router());
   dashboard.use(
     '/transactions-locking',
@@ -131,9 +142,12 @@ export default () => {
   dashboard.use('/warehouses', Container.get(WarehousesController).router());
   dashboard.use('/projects', Container.get(ProjectsController).router());
   dashboard.use('/tax-rates', Container.get(TaxRatesController).router());
+  dashboard.use('/import', Container.get(ImportController).router());
+  dashboard.use('/export', Container.get(ExportController).router());
+  dashboard.use('/attachments', Container.get(AttachmentsController).router());
+
   dashboard.use('/', Container.get(ProjectTasksController).router());
   dashboard.use('/', Container.get(ProjectTimesController).router());
-
   dashboard.use('/', Container.get(WarehousesItemController).router());
 
   dashboard.use('/dashboard', Container.get(DashboardController).router());

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

@@ -0,0 +1,29 @@
+import { Container } from 'typedi';
+import { Request, Response, NextFunction } from 'express';
+
+export default (subscriptionSlug = 'main') =>
+  async (req: Request, res: Response, next: NextFunction) => {
+    const { tenant, tenantId } = req;
+    const { subscriptionRepository } = Container.get('repositories');
+
+    if (!tenant) {
+      throw new Error('Should load `TenancyMiddlware` before this middleware.');
+    }
+    const subscription = await subscriptionRepository.getBySlugInTenant(
+      subscriptionSlug,
+      tenantId
+    );
+    // Validate in case there is no any already subscription.
+    if (!subscription) {
+      return res.boom.badRequest('Tenant has no subscription.', {
+        errors: [{ type: 'TENANT.HAS.NO.SUBSCRIPTION' }],
+      });
+    }
+    // Validate in case the subscription is inactive.
+    else if (subscription.inactive()) {
+      return res.boom.badRequest(null, {
+        errors: [{ type: 'ORGANIZATION.SUBSCRIPTION.INACTIVE' }],
+      });
+    }
+    next();
+  };

packages/server/src/commands/bigcapital.ts

@@ -4,6 +4,7 @@ import color from 'colorette';
 import argv from 'getopts';
 import Knex from 'knex';
 import { knexSnakeCaseMappers } from 'objection';
+import { PromisePool } from '@supercharge/promise-pool';
 import '../before';
 import config from '../config';
 
@@ -28,7 +29,7 @@ function initSystemKnex() {
   });
 }
 
-function initTenantKnex(organizationId) {
+function initTenantKnex(organizationId: string = '') {
   return Knex({
     client: config.tenant.db_client,
     connection: {
@@ -71,6 +72,12 @@ function getAllSystemTenants(knex) {
   return knex('tenants');
 }
 
+function getAllInitializedTenants(knex) {
+  return knex('tenants').whereNotNull('initializedAt');
+}
+
+const MIGRATION_CONCURRENCY = 10;
+
 // module.exports = {
 //   log,
 //   success,
@@ -87,6 +94,7 @@ function getAllSystemTenants(knex) {
 // - bigcapital tenants:migrate:make
 // - bigcapital system:migrate:make
 // - bigcapital tenants:list
+// - bigcapital tenants:list --all
 
 commander
   .command('system:migrate:rollback')
@@ -145,10 +153,13 @@ commander
 commander
   .command('tenants:list')
   .description('Retrieve a list of all system tenants databases.')
+  .option('-a, --all', 'All tenants even are not initialized.')
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllSystemTenants(sysKnex);
+      const tenants = cmd?.all
+        ? await getAllSystemTenants(sysKnex)
+        : await getAllInitializedTenants(sysKnex);
 
       tenants.forEach((tenant) => {
         const dbName = `${config.tenant.db_name_prefix}${tenant.organizationId}`;
@@ -179,18 +190,20 @@ commander
 commander
   .command('tenants:migrate:latest')
   .description('Migrate all tenants or the given tenant id.')
-  .option('-t, --tenant_id [tenant_id]', 'Which tenant id do you migrate.')
+  .option(
+    '-t, --tenant_id [tenant_id]',
+    'Which organization id do you migrate.'
+  )
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllSystemTenants(sysKnex);
+      const tenants = await getAllInitializedTenants(sysKnex);
       const tenantsOrgsIds = tenants.map((tenant) => tenant.organizationId);
 
       if (cmd.tenant_id && tenantsOrgsIds.indexOf(cmd.tenant_id) === -1) {
         exit(`The given tenant id ${cmd.tenant_id} is not exists.`);
       }
       // Validate the tenant id exist first of all.
-      const migrateOpers = [];
       const migrateTenant = async (organizationId) => {
         try {
           const tenantKnex = await initTenantKnex(organizationId);
@@ -212,18 +225,17 @@ commander
         }
       };
       if (!cmd.tenant_id) {
-        tenants.forEach((tenant) => {
-          const oper = migrateTenant(tenant.organizationId);
-          migrateOpers.push(oper);
-        });
+        await PromisePool.withConcurrency(MIGRATION_CONCURRENCY)
+          .for(tenants)
+          .process((tenant, index, pool) => {
+            return migrateTenant(tenant.organizationId);
+          })
+          .then(() => {
+            success('All tenants are migrated.');
+          });
       } else {
-        const oper = migrateTenant(cmd.tenant_id);
-        migrateOpers.push(oper);
+        await migrateTenant(cmd.tenant_id);
       }
-
-      Promise.all(migrateOpers).then(() => {
-        success('All tenants are migrated.');
-      });
     } catch (error) {
       exit(error);
     }
@@ -232,19 +244,21 @@ commander
 commander
   .command('tenants:migrate:rollback')
   .description('Rollback the last batch of tenants migrations.')
-  .option('-t, --tenant_id [tenant_id]', 'Which tenant id do you migrate.')
+  .option(
+    '-t, --tenant_id [tenant_id]',
+    'Which organization id do you migrate.'
+  )
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllSystemTenants(sysKnex);
+      const tenants = await getAllInitializedTenants(sysKnex);
       const tenantsOrgsIds = tenants.map((tenant) => tenant.organizationId);
 
       if (cmd.tenant_id && tenantsOrgsIds.indexOf(cmd.tenant_id) === -1) {
         exit(`The given tenant id ${cmd.tenant_id} is not exists.`);
       }
 
-      const migrateOpers = [];
-      const migrateTenant = async (organizationId) => {
+      const migrateTenant = async (organizationId: string) => {
         try {
           const tenantKnex = await initTenantKnex(organizationId);
           const [batchNo, _log] = await tenantKnex.migrate.rollback();
@@ -265,19 +279,18 @@ commander
       };
 
       if (!cmd.tenant_id) {
-        tenants.forEach((tenant) => {
-          const oper = migrateTenant(tenant.organizationId);
-          migrateOpers.push(oper);
-        });
+        await PromisePool.withConcurrency(MIGRATION_CONCURRENCY)
+          .for(tenants)
+          .process((tenant, index, pool) => {
+            return migrateTenant(tenant.organizationId);
+          })
+          .then(() => {
+            success('All tenants are rollbacked.');
+          });
       } else {
-        const oper = migrateTenant(cmd.tenant_id);
-        migrateOpers.push(oper);
+        await migrateTenant(cmd.tenant_id);
       }
-      Promise.all(migrateOpers).then(() => {
-        success('All tenants are rollbacked.');
-      });
     } catch (error) {
       exit(error);
     }
   });
-

packages/server/src/config/index.ts

@@ -1,6 +1,6 @@
 import dotenv from 'dotenv';
 import path from 'path';
-import { toInteger } from 'lodash';
+import { defaultTo, toInteger } from 'lodash';
 import { castCommaListEnvVarToArray, parseBoolean } from '@/utils';
 
 dotenv.config();
@@ -55,9 +55,10 @@ module.exports = {
   mail: {
     host: process.env.MAIL_HOST,
     port: process.env.MAIL_PORT,
-    secure: !!parseInt(process.env.MAIL_SECURE, 10),
+    secure: parseBoolean(defaultTo(process.env.MAIL_SECURE, false), false),
     username: process.env.MAIL_USERNAME,
     password: process.env.MAIL_PASSWORD,
+    from: process.env.MAIL_FROM_ADDRESS,
   },
 
   /**
@@ -152,6 +153,16 @@ module.exports = {
     ),
   },
 
+  /**
+   * Sign-up email confirmation
+   */
+  signupConfirmation: {
+    enabled: parseBoolean<boolean>(
+      process.env.SIGNUP_EMAIL_CONFIRMATION,
+      false
+    ),
+  },
+
   /**
    * Puppeteer remote browserless connection.
    */
@@ -168,4 +179,66 @@ module.exports = {
    * to application detarmines to upgrade.
    */
   databaseBatch: 4,
+
+  /**
+   * Exchange rate.
+   */
+  exchangeRate: {
+    service: 'open-exchange-rate',
+    openExchangeRate: {
+      appId: process.env.OPEN_EXCHANGE_RATE_APP_ID,
+    },
+  },
+
+  /**
+   * Bank Synchronization.
+   */
+  bankSync: {
+    enabled: parseBoolean(defaultTo(process.env.BANKING_CONNECT, false), false),
+    provider: 'plaid',
+  },
+
+  /**
+   * Plaid.
+   */
+  plaid: {
+    env: process.env.PLAID_ENV || 'sandbox',
+    clientId: process.env.PLAID_CLIENT_ID,
+    secret: process.env.PLAID_SECRET,
+    linkWebhook: process.env.PLAID_LINK_WEBHOOK,
+  },
+
+  /**
+   * Lemon Squeezy.
+   */
+  lemonSqueezy: {
+    key: process.env.LEMONSQUEEZY_API_KEY,
+    storeId: process.env.LEMONSQUEEZY_STORE_ID,
+    webhookSecret: process.env.LEMONSQUEEZY_WEBHOOK_SECRET,
+    redirectTo: `${process.env.BASE_URL}/setup`,
+  },
+
+  /**
+   * Bigcapital (Cloud).
+   * NOTE: DO NOT CHANGE THIS OPTION OR ADD THIS ENV VAR.
+   */
+  hostedOnBigcapitalCloud: parseBoolean(
+    defaultTo(process.env.HOSTED_ON_BIGCAPITAL_CLOUD, false),
+    false
+  ),
+
+  /**
+   * S3 for documents.
+   */
+  s3: {
+    region: process.env.S3_REGION,
+    accessKeyId: process.env.S3_ACCESS_KEY_ID,
+    secretAccessKey: process.env.S3_SECRET_ACCESS_KEY,
+    endpoint: process.env.S3_ENDPOINT,
+    bucket: process.env.S3_BUCKET || 'bigcapital-documents',
+  },
+
+  loops: {
+    apiKey: process.env.LOOPS_API_KEY,
+  },
 };

packages/server/src/data/TransactionTypes.ts

@@ -1,7 +1,16 @@
+export const CashflowTransactionTypes = {
+  OtherIncome: 'Other income',
+  OtherExpense: 'Other expense',
+  OwnerDrawing: 'Owner drawing',
+  OwnerContribution: 'Owner contribution',
+  TransferToAccount: 'Transfer to account',
+  TransferFromAccount: 'Transfer from account',
+};
+
 export const TransactionTypes = {
   SaleInvoice: 'Sale invoice',
   SaleReceipt: 'Sale receipt',
-  PaymentReceive: 'Payment receive',
+  PaymentReceive: 'Payment received',
   Bill: 'Bill',
   BillPayment: 'Payment made',
   VendorOpeningBalance: 'Vendor opening balance',
@@ -17,12 +26,10 @@ export const TransactionTypes = {
   OtherExpense: 'Other expense',
   OwnerDrawing: 'Owner drawing',
   InvoiceWriteOff: 'Invoice write-off',
-
   CreditNote: 'transaction_type.credit_note',
   VendorCredit: 'transaction_type.vendor_credit',
-
   RefundCreditNote: 'transaction_type.refund_credit_note',
   RefundVendorCredit: 'transaction_type.refund_vendor_credit',
-
   LandedCost: 'transaction_type.landed_cost',
+  CashflowTransaction: CashflowTransactionTypes,
 };