fix(webapp): hotfix pdf request hook

fix: Universal search should auto-focus when it opens

.env.example

@@ -64,3 +64,34 @@ 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_DEVELOPMENT=
+PLAID_SECRET_SANDBOX=
+
+PLAID_LINK_WEBHOOK=
+
+# (Optional) Redirect URI settings section
+# Only required for OAuth redirect URI testing (not common on desktop):
+# Sandbox Mode:
+# Set the PLAID_SANDBOX_REDIRECT_URI below to 'http://localhost:3001/oauth-link'.
+# The OAuth redirect flow requires an endpoint on the developer's website
+# that the bank website should redirect to. You will also need to configure
+# this redirect URI for your client ID through the Plaid developer dashboard
+# at https://dashboard.plaid.com/team/api.
+# Development mode:
+# When running in development mode, you must use an https:// url.
+# You will need to configure this https:// redirect URI in the Plaid developer dashboard.
+# Instructions to create a self-signed certificate for localhost can be found at
+# https://github.com/plaid/pattern/blob/master/README.md#testing-oauth.
+# If your system is not set up to run localhost with https://, you will be unable to test
+# the OAuth in development and should leave the PLAID_DEVELOPMENT_REDIRECT_URI blank.
+
+PLAID_SANDBOX_REDIRECT_URI=
+PLAID_DEVELOPMENT_REDIRECT_URI=

CHANGELOG.md

@@ -2,6 +2,14 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+## [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

packages/server/package.json

@@ -91,12 +91,14 @@
     "pluralize": "^8.0.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
+    "plaid": "^10.3.0",
     "qim": "0.0.52",
     "ramda": "^0.27.1",
     "rate-limiter-flexible": "^2.1.14",
     "reflect-metadata": "^0.1.13",
     "rtl-detect": "^1.0.4",
     "source-map-loader": "^4.0.1",
+    "socket.io": "^4.7.4",
     "tmp-promise": "^3.0.3",
     "ts-transformer-keys": "^0.4.2",
     "tsyringe": "^4.3.0",

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/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 +66,10 @@ 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',
+        src: `${RESOURCES_PATH}/scss/modules/financial-sheet.scss`,
-    //     dest: './assets/css',
+        dest: `${RESOURCES_PATH}/css/modules`,
-    //     sourcemaps: true,
+      },
-    //     minify: true,
-    //   },
     ],
     // RTL builds.
     rtl: [
@@ -114,7 +112,7 @@ 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/Banking/BankingController.ts

@@ -0,0 +1,18 @@
+import Container, { Inject, Service } from 'typedi';
+import { Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { PlaidBankingController } from './PlaidBankingController';
+
+@Service()
+export class BankingController extends BaseController {
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use('/plaid', Container.get(PlaidBankingController).router());
+
+    return router;
+  }
+}

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/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/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

@@ -16,7 +16,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -32,7 +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(),
@@ -61,7 +61,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
    * @param {Request} req -
    * @param {Response} res -
    */
-  async generalLedger(req: Request, res: Response, next: NextFunction) {
+  private async generalLedger(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
     const accept = this.accepts(req);
@@ -71,6 +71,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
       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) {
@@ -95,6 +96,17 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
         '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,
+      });
+      return res.send(pdfContent);
       // Retrieves the json format.
     } else {
       const sheet = await this.generalLedgerApplication.sheet(tenantId, filter);

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

@@ -79,6 +79,7 @@ export default class InventoryValuationReportController extends BaseFinancialRep
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
 
     // Retrieves the json table format.
@@ -104,6 +105,15 @@ export default class InventoryValuationReportController extends BaseFinancialRep
         '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,
+      });
+      return res.status(200).send(pdfContent);
       // Retrieves the json format.
     } else {
       const { data, query, meta } = await this.inventoryValuationApp.sheet(

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

@@ -72,6 +72,7 @@ export default class JournalSheetController extends BaseFinancialReportControlle
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
 
     // Retrieves the json table format.
@@ -97,6 +98,14 @@ export default class JournalSheetController extends BaseFinancialReportControlle
       );
       return res.send(buffer);
       // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.journalSheetApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
     } else {
       const sheet = await this.journalSheetApp.sheet(tenantId, filter);
 

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

@@ -75,8 +75,8 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
       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);
@@ -100,6 +100,15 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
         '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,
+      });
+      return res.send(pdfContent);
       // Json response format.
     } else {
       const sheet = await this.purchasesByItemsApp.sheet(tenantId, filter);

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

@@ -11,7 +11,7 @@ import { SalesByItemsApplication } from '@/services/FinancialStatements/SalesByI
 @Service()
 export default class SalesByItemsReportController extends BaseFinancialReportController {
   @Inject()
-  salesByItemsApp: SalesByItemsApplication;
+  private salesByItemsApp: SalesByItemsApplication;
 
   /**
    * Router constructor.
@@ -71,6 +71,7 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       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) {
@@ -96,6 +97,14 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       );
       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,
+      });
+      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/Purchases/Bills.ts

@@ -560,6 +560,16 @@ 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/Webhooks/Webhooks.ts

@@ -0,0 +1,47 @@
+import { Router } from 'express';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+import { Request, Response } from 'express';
+import { Inject, Service } from 'typedi';
+import BaseController from '../BaseController';
+import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+
+@Service()
+export class Webhooks extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use(PlaidWebhookTenantBootMiddleware);
+    router.post('/plaid', this.plaidWebhooks.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Listens to Plaid webhooks.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async plaidWebhooks(req: Request, res: Response) {
+    const { tenantId } = req;
+    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' });
+  }
+}

packages/server/src/api/index.ts

@@ -56,6 +56,8 @@ 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 { BankingController } from './controllers/Banking/BankingController';
+import { Webhooks } from './controllers/Webhooks/Webhooks';
 
 export default () => {
   const app = Router();
@@ -71,6 +73,7 @@ export default () => {
   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.
   // ---------------------------
@@ -118,6 +121,7 @@ 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',

packages/server/src/config/index.ts

@@ -177,6 +177,19 @@ module.exports = {
     service: 'open-exchange-rate',
     openExchangeRate: {
       appId: process.env.OPEN_EXCHANGE_RATE_APP_ID,
-    }
+    },
-  }
+  },
+
+  /**
+   * Plaid.
+   */
+  plaid: {
+    env: process.env.PLAID_ENV || 'sandbox',
+    clientId: process.env.PLAID_CLIENT_ID,
+    secretDevelopment: process.env.PLAID_SECRET_DEVELOPMENT,
+    secretSandbox: process.env.PLAID_SECRET_SANDBOX,
+    redirectSandBox: process.env.PLAID_SANDBOX_REDIRECT_URI,
+    redirectDevelopment: process.env.PLAID_DEVELOPMENT_REDIRECT_URI,
+    linkWebhook: process.env.PLAID_LINK_WEBHOOK
+  },
 };

packages/server/src/data/options.ts

@@ -136,6 +136,11 @@ export default {
       type: 'number',
     },
   },
+  inventory: {
+    cost_compute_running: {
+      type: 'boolean',
+    },
+  },
   accounts: {
     account_code_required: {
       type: 'boolean',

packages/server/src/database/migrations/20240201160214_create_plaid_items_Table.js

@@ -0,0 +1,14 @@
+exports.up = function (knex) {
+  return knex.schema.createTable('plaid_items', (table) => {
+    table.increments('id');
+    table.integer('tenant_id').unsigned();
+    table.string('plaid_item_id');
+    table.string('plaid_institution_id');
+    table.string('plaid_access_token');
+    table.string('last_cursor');
+    table.string('status');
+    table.timestamps();
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240201235818_add_plaid_account_id_to_accounts_table.js

@@ -0,0 +1,9 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.string('plaid_account_id');
+    table.string('account_mask').nullable();
+    table.decimal('bank_balance', 15, 5);
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240204180554_add_plaid_transaction_id_to_cashflow_transaction.js

@@ -0,0 +1,7 @@
+exports.up = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table.string('plaid_transaction_id');
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/interfaces/APAgingSummaryReport.ts

@@ -5,6 +5,7 @@ import {
   IAgingSummaryContact,
   IAgingSummaryData,
 } from './AgingReport';
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IAPAgingSummaryQuery extends IAgingSummaryQuery {
@@ -23,17 +24,22 @@ export interface IAPAgingSummaryData extends IAgingSummaryData {
 
 export type IAPAgingSummaryColumns = IAgingPeriod[];
 
-export interface IARAgingSummaryMeta {
+export interface IARAgingSummaryMeta extends IFinancialSheetCommonMeta {
-  baseCurrency: string;
+  formattedAsDate: string;
-  organizationName: string;
 }
 
-export interface IAPAgingSummaryMeta {
+export interface IAPAgingSummaryMeta extends IFinancialSheetCommonMeta {
-  baseCurrency: string;
+  formattedAsDate: string;
-  organizationName: string;
 }
 
 export interface IAPAgingSummaryTable extends IFinancialTable {
   query: IAPAgingSummaryQuery;
   meta: IAPAgingSummaryMeta;
 }
+
+export interface IAPAgingSummarySheet {
+  data: IAPAgingSummaryData;
+  meta: IAPAgingSummaryMeta;
+  query: IAPAgingSummaryQuery;
+  columns: any;
+}

packages/server/src/interfaces/ARAgingSummaryReport.ts

@@ -32,3 +32,11 @@ export interface IARAgingSummaryTable extends IFinancialTable {
   meta: IARAgingSummaryMeta;
   query: IARAgingSummaryQuery;
 }
+
+export interface IARAgingSummarySheet {
+  data: IARAgingSummaryData;
+  meta: IARAgingSummaryMeta;
+  query: IARAgingSummaryQuery;
+  columns: IARAgingSummaryColumns;
+}
+

packages/server/src/interfaces/Account.ts

@@ -6,12 +6,15 @@ export interface IAccountDTO {
   code: string;
   description: string;
   accountType: string;
-  parentAccountId: number;
+  parentAccountId?: number;
   active: boolean;
+  bankBalance?: number;
+  accountMask?: string;
 }
 
 export interface IAccountCreateDTO extends IAccountDTO {
   currencyCode?: string;
+  plaidAccountId?: string;
 }
 
 export interface IAccountEditDTO extends IAccountDTO {}
@@ -33,6 +36,7 @@ export interface IAccount {
   type?: any[];
   accountNormal: string;
   accountParentType: string;
+  bankBalance: string;
 }
 
 export enum AccountNormal {
@@ -154,7 +158,6 @@ export enum AccountAction {
   TransactionsLocking = 'TransactionsLocking',
 }
 
-
 export enum TaxRateAction {
   CREATE = 'Create',
   EDIT = 'Edit',

packages/server/src/interfaces/AgingReport.ts

@@ -1,5 +1,7 @@
-
+import {
-import { INumberFormatQuery } from './FinancialStatements';
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 
 export interface IAgingPeriodTotal extends IAgingPeriod {
   total: IAgingAmount;
@@ -42,3 +44,8 @@ export interface IAgingSummaryTotal {
 export interface IAgingSummaryData {
   total: IAgingSummaryTotal;
 }
+
+export interface IAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
+}

packages/server/src/interfaces/BalanceSheet.ts

@@ -2,6 +2,7 @@ import {
   INumberFormatQuery,
   IFormatNumberSettings,
   IFinancialSheetBranchesQuery,
+  IFinancialSheetCommonMeta,
 } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
@@ -63,10 +64,9 @@ export interface IBalanceSheetQuery extends IFinancialSheetBranchesQuery {
 }
 
 // Balance sheet meta.
-export interface IBalanceSheetMeta {
+export interface IBalanceSheetMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedAsDate: string;
-  organizationName: string;
+  formattedDateRange: string;
-  baseCurrency: string;
 }
 
 export interface IBalanceSheetFormatNumberSettings

packages/server/src/interfaces/CashFlow.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IAccount } from './Account';
 import { ILedger } from './Ledger';
 import { IFinancialTable, ITableRow } from './Table';
@@ -79,8 +82,8 @@ export interface ICashFlowStatementAggregateSection
 
 export interface ICashFlowCashBeginningNode
   extends ICashFlowStatementCommonSection {
-    sectionType: ICashFlowStatementSectionType.CASH_AT_BEGINNING;
+  sectionType: ICashFlowStatementSectionType.CASH_AT_BEGINNING;
-  }
+}
 
 export type ICashFlowStatementSection =
   | ICashFlowStatementAccountSection
@@ -89,10 +92,10 @@ export type ICashFlowStatementSection =
   | ICashFlowStatementCommonSection;
 
 export interface ICashFlowStatementColumn {}
-export interface ICashFlowStatementMeta {
+export interface ICashFlowStatementMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedToDate: string;
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedDateRange: string;
 }
 
 export interface ICashFlowStatementDOO {

packages/server/src/interfaces/CashflowService.ts

@@ -45,9 +45,12 @@ export interface ICashflowCommandDTO {
 
   publish: boolean;
   branchId?: number;
+  plaidTransactionId?: string;
 }
 
-export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {}
+export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {
+  plaidAccountId?: string;
+}
 
 export interface ICashflowTransaction {
   id?: number;

packages/server/src/interfaces/CustomerBalanceSummary.ts

@@ -4,6 +4,7 @@ import {
   IContactBalanceSummaryPercentage,
   IContactBalanceSummaryTotal,
 } from './ContactBalanceSummary';
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ICustomerBalanceSummaryQuery
@@ -35,9 +36,15 @@ export interface ICustomerBalanceSummaryData {
   total: ICustomerBalanceSummaryTotal;
 }
 
+export interface ICustomerBalanceSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
+}
+
 export interface ICustomerBalanceSummaryStatement {
   data: ICustomerBalanceSummaryData;
   query: ICustomerBalanceSummaryQuery;
+  meta: ICustomerBalanceSummaryMeta;
 }
 
 export interface ICustomerBalanceSummaryService {
@@ -49,4 +56,5 @@ export interface ICustomerBalanceSummaryService {
 
 export interface ICustomerBalanceSummaryTable extends IFinancialTable {
   query: ICustomerBalanceSummaryQuery;
+  meta: ICustomerBalanceSummaryMeta;
 }

packages/server/src/interfaces/FinancialStatements.ts

@@ -43,3 +43,12 @@ export enum ReportsAction {
 export interface IFinancialSheetBranchesQuery {
   branchesIds?: number[];
 }
+
+export interface IFinancialSheetCommonMeta {
+  organizationName: string;
+  baseCurrency: string;
+  dateFormat: string;
+  isCostComputeRunning: boolean;
+  sheetName: string;
+  
+}

packages/server/src/interfaces/GeneralLedgerSheet.ts

@@ -1,90 +1,88 @@
-import { IFinancialTable } from "./Table";
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
-
+import { IFinancialTable } from './Table';
 
 export interface IGeneralLedgerSheetQuery {
-  fromDate: Date | string,
+  fromDate: Date | string;
-  toDate: Date | string,
+  toDate: Date | string;
-  basis: string,
+  basis: string;
   numberFormat: {
-    noCents: boolean,
+    noCents: boolean;
-    divideOn1000: boolean,
+    divideOn1000: boolean;
-  },
+  };
-  noneTransactions: boolean,
+  noneTransactions: boolean;
-  accountsIds: number[],
+  accountsIds: number[];
   branchesIds?: number[];
-};
+}
 
 export interface IGeneralLedgerSheetAccountTransaction {
-  id: number,
+  id: number;
 
-  amount: number,
+  amount: number;
-  runningBalance: number,
+  runningBalance: number;
-  credit: number,
+  credit: number;
-  debit: number,
+  debit: number;
 
-  formattedAmount: string,
+  formattedAmount: string;
-  formattedCredit: string,
+  formattedCredit: string;
-  formattedDebit: string,
+  formattedDebit: string;
-  formattedRunningBalance: string,
+  formattedRunningBalance: string;
 
-  currencyCode: string,
+  currencyCode: string;
-  note?: string,
+  note?: string;
 
-  transactionType?: string,
+  transactionType?: string;
-  transactionNumber: string,
+  transactionNumber: string;
 
-  referenceId?: number,
+  referenceId?: number;
-  referenceType?: string,
+  referenceType?: string;
 
-  date: Date|string,
+  date: Date | string;
   dateFormatted: string;
-};
+}
 
 export interface IGeneralLedgerSheetAccountBalance {
-  date: Date|string,
+  date: Date | string;
-  amount: number,
+  amount: number;
-  formattedAmount: string,
+  formattedAmount: string;
-  currencyCode: string,
+  currencyCode: string;
 }
 
 export interface IGeneralLedgerSheetAccount {
-  id: number,
+  id: number;
-  name: string,
+  name: string;
-  code: string,
+  code: string;
-  index: number,
+  index: number;
-  parentAccountId: number,
+  parentAccountId: number;
-  transactions: IGeneralLedgerSheetAccountTransaction[],
+  transactions: IGeneralLedgerSheetAccountTransaction[];
-  openingBalance: IGeneralLedgerSheetAccountBalance,
+  openingBalance: IGeneralLedgerSheetAccountBalance;
-  closingBalance: IGeneralLedgerSheetAccountBalance,
+  closingBalance: IGeneralLedgerSheetAccountBalance;
 }
 
 export type IGeneralLedgerSheetData = IGeneralLedgerSheetAccount[];
 
 export interface IAccountTransaction {
-  id: number,
+  id: number;
-  index: number,
+  index: number;
-  draft: boolean,
+  draft: boolean;
-  note: string,
+  note: string;
-  accountId: number,
+  accountId: number;
-  transactionType: string,
+  transactionType: string;
-  referenceType: string,
+  referenceType: string;
-  referenceId: number,
+  referenceId: number;
-  contactId: number,
+  contactId: number;
-  contactType: string,
+  contactType: string;
-  credit: number,
+  credit: number;
-  debit: number,
+  debit: number;
-  date: string|Date,
+  date: string | Date;
-  createdAt: string|Date,
+  createdAt: string | Date;
-  updatedAt: string|Date,
+  updatedAt: string | Date;
 }
 
-export interface IGeneralLedgerMeta {
+export interface IGeneralLedgerMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean,
+  formattedFromDate: string;
-  organizationName: string,
+  formattedToDate: string;
-  baseCurrency: string,
+  formattedDateRange: string;
-  fromDate: string;
+}
-  toDate: string;
-};
 
 export interface IGeneralLedgerTableData extends IFinancialTable {
   meta: IGeneralLedgerMeta;

packages/server/src/interfaces/IInventoryValuationSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IInventoryValuationReportQuery {
@@ -13,10 +16,10 @@ export interface IInventoryValuationReportQuery {
   branchesIds?: number[];
 }
 
-export interface IInventoryValuationSheetMeta {
+export interface IInventoryValuationSheetMeta
-  organizationName: string;
+  extends IFinancialSheetCommonMeta {
-  baseCurrency: string;
+  formattedAsDate: string;
-  isCostComputeRunning: boolean;
+  formattedDateRange: string;
 }
 
 export interface IInventoryValuationItem {

packages/server/src/interfaces/InventoryDetails.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IInventoryDetailsQuery {
@@ -79,10 +82,10 @@ export type IInventoryDetailsNode =
   | IInventoryDetailsItemTransaction;
 export type IInventoryDetailsData = IInventoryDetailsItem[];
 
-export interface IInventoryItemDetailMeta {
+export interface IInventoryItemDetailMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedFromDate: string;
-  organizationName: string;
+  formattedToDay: string;
-  baseCurrency: string;
+  formattedDateRange: string;
 }
 
 export interface IInvetoryItemDetailDOO {

packages/server/src/interfaces/JournalReport.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IJournalEntry } from './Journal';
 import { IFinancialTable } from './Table';
 
@@ -32,10 +33,10 @@ export interface IJournalReport {
   entries: IJournalReportEntriesGroup[];
 }
 
-export interface IJournalSheetMeta {
+export interface IJournalSheetMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedDateRange: string;
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
 }
 
 export interface IJournalTable extends IFinancialTable {

packages/server/src/interfaces/PaymentReceive.ts

@@ -173,3 +173,9 @@ export type IPaymentReceiveGLCommonEntry = Pick<
 export interface PaymentReceiveMailOpts extends CommonMailOptions {}
 
 export interface PaymentReceiveMailOptsDTO extends CommonMailOptionsDTO {}
+
+export interface PaymentReceiveMailPresendEvent {
+  tenantId: number;
+  paymentReceiveId: number;
+  messageOptions: PaymentReceiveMailOptsDTO;
+}

packages/server/src/interfaces/Plaid.ts

@@ -0,0 +1,55 @@
+export interface IPlaidItemCreatedEventPayload {
+  tenantId: number;
+  plaidAccessToken: string;
+  plaidItemId: string;
+  plaidInstitutionId: string;
+}
+
+export interface PlaidItemDTO {
+  publicToken: string;
+  institutionId: string;
+}
+
+export interface PlaidAccount {
+  account_id: string;
+  balances: {
+    available: number;
+    current: number;
+    iso_currency_code: string;
+    limit: null;
+    unofficial_currency_code: null;
+  };
+  mask: string;
+  name: string;
+  official_name: string;
+  persistent_account_id: string;
+  subtype: string;
+  type: string;
+}
+
+export interface PlaidTransaction {
+  date: string;
+  account_id: string;
+  amount: number;
+  authorized_date: string;
+  name: string;
+  category: string[];
+  check_number: number | null;
+  iso_currency_code: string;
+  transaction_id: string;
+  transaction_type: string;
+}
+
+export interface PlaidFetchedTransactionsUpdates {
+  added: any[];
+  modified: any[];
+  removed: any[];
+  accessToken: string;
+  cursor: string;
+}
+
+export interface SyncAccountsTransactionsTask {
+  tenantId: number;
+  plaidAccountId: number;
+  plaidTransactions: PlaidTransaction[];
+}

packages/server/src/interfaces/ProfitLossSheet.ts

@@ -1,5 +1,6 @@
 import {
   IFinancialSheetBranchesQuery,
+  IFinancialSheetCommonMeta,
   INumberFormatQuery,
 } from './FinancialStatements';
 import { IFinancialTable } from './Table';
@@ -134,10 +135,10 @@ export type IProfitLossSheetNode =
   | IProfitLossSheetEquationNode
   | IProfitLossSheetAccountNode;
 
-export interface IProfitLossSheetMeta {
+export interface IProfitLossSheetMeta extends IFinancialSheetCommonMeta{
-  isCostComputeRunning: boolean;
+  formattedDateRange: string;
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
 }
 
 // ------------------------------------------------

packages/server/src/interfaces/PurchasesByItemsSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IPurchasesByItemsReportQuery {
@@ -10,9 +13,10 @@ export interface IPurchasesByItemsReportQuery {
   onlyActive: boolean;
 }
 
-export interface IPurchasesByItemsSheetMeta {
+export interface IPurchasesByItemsSheetMeta extends IFinancialSheetCommonMeta {
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface IPurchasesByItemsItem {

packages/server/src/interfaces/SaleEstimate.ts

@@ -133,3 +133,9 @@ export interface SaleEstimateMailOptions extends CommonMailOptions {
 export interface SaleEstimateMailOptionsDTO extends CommonMailOptionsDTO {
   attachEstimate?: boolean;
 }
+
+export interface ISaleEstimateMailPresendEvent {
+  tenantId: number;
+  saleEstimateId: number;
+  messageOptions: SaleEstimateMailOptionsDTO;
+}

packages/server/src/interfaces/SaleInvoice.ts

@@ -201,3 +201,15 @@ export interface ISaleInvoiceNotifyPayload {
   saleInvoiceId: number;
   messageDTO: SendInvoiceMailDTO;
 }
+
+export interface ISaleInvoiceMailSend {
+  tenantId: number;
+  saleInvoiceId: number;
+  messageOptions: SendInvoiceMailDTO;
+}
+
+export interface ISaleInvoiceMailSent {
+  tenantId: number;
+  saleInvoiceId: number;
+  messageOptions: SendInvoiceMailDTO;
+}

packages/server/src/interfaces/SaleReceipt.ts

@@ -143,3 +143,9 @@ export interface SaleReceiptMailOpts extends CommonMailOptions {
 export interface SaleReceiptMailOptsDTO extends CommonMailOptionsDTO {
   attachReceipt?: boolean;
 }
+
+export interface ISaleReceiptMailPresend {
+  tenantId: number;
+  saleReceiptId: number;
+  messageOptions: SaleReceiptMailOptsDTO;
+}

packages/server/src/interfaces/SalesByItemsSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ISalesByItemsReportQuery {
@@ -10,9 +13,10 @@ export interface ISalesByItemsReportQuery {
   onlyActive: boolean;
 }
 
-export interface ISalesByItemsSheetMeta {
+export interface ISalesByItemsSheetMeta extends IFinancialSheetCommonMeta {
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface ISalesByItemsItem {

packages/server/src/interfaces/SalesTaxLiabilitySummary.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from "./FinancialStatements";
 import { IFinancialTable } from "./Table";
 
 export interface SalesTaxLiabilitySummaryQuery {
@@ -47,9 +48,10 @@ export type SalesTaxLiabilitySummarySalesById = Record<
   { taxRateId: number; credit: number; debit: number }
 >;
 
-export interface SalesTaxLiabilitySummaryMeta  {
+export interface SalesTaxLiabilitySummaryMeta extends IFinancialSheetCommonMeta  {
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface ISalesTaxLiabilitySummaryTable extends IFinancialTable {

packages/server/src/interfaces/TransactionsByCustomers.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable, ITableData } from './Table';
 import {
   ITransactionsByContactsAmount,
@@ -28,10 +29,12 @@ export type ITransactionsByCustomersData = ITransactionsByCustomersCustomer[];
 export interface ITransactionsByCustomersStatement {
   data: ITransactionsByCustomersData;
   query: ITransactionsByCustomersFilter;
+  meta: ITransactionsByCustomersMeta;
 }
 
 export interface ITransactionsByCustomersTable extends IFinancialTable {
   query: ITransactionsByCustomersFilter;
+  meta: ITransactionsByCustomersMeta;
 }
 
 export interface ITransactionsByCustomersService {
@@ -40,3 +43,9 @@ export interface ITransactionsByCustomersService {
     filter: ITransactionsByCustomersFilter
   ): Promise<ITransactionsByCustomersStatement>;
 }
+export interface ITransactionsByCustomersMeta
+  extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}

packages/server/src/interfaces/TransactionsByVendors.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 import {
   ITransactionsByContactsAmount,
@@ -27,6 +28,8 @@ export type ITransactionsByVendorsData = ITransactionsByVendorsVendor[];
 
 export interface ITransactionsByVendorsStatement {
   data: ITransactionsByVendorsData;
+  query: ITransactionsByVendorsFilter;
+  meta: ITransactionsByVendorMeta;
 }
 
 export interface ITransactionsByVendorsService {
@@ -38,4 +41,10 @@ export interface ITransactionsByVendorsService {
 
 export interface ITransactionsByVendorTable extends IFinancialTable {
   query: ITransactionsByVendorsFilter;
+  meta: ITransactionsByVendorMeta;
+}
+export interface ITransactionsByVendorMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }

packages/server/src/interfaces/TrialBalanceSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ITrialBalanceSheetQuery {
@@ -24,10 +27,10 @@ export interface ITrialBalanceTotal {
   formattedBalance: string;
 }
 
-export interface ITrialBalanceSheetMeta {
+export interface ITrialBalanceSheetMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedFromDate: string;
-  organizationName: string;
+  formattedToDate: string;
-  baseCurrency: string;
+  formattedDateRange: string;
 }
 
 export interface ITrialBalanceAccount extends ITrialBalanceTotal {

packages/server/src/interfaces/VendorBalanceSummary.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IVendorBalanceSummaryQuery {
@@ -39,8 +42,9 @@ export interface IVendorBalanceSummaryData {
 
 export interface IVendorBalanceSummaryStatement {
   data: IVendorBalanceSummaryData;
-  columns: {};
   query: IVendorBalanceSummaryQuery;
+  meta: IVendorBalanceSummaryMeta;
+  
 }
 
 export interface IVendorBalanceSummaryService {
@@ -52,4 +56,9 @@ export interface IVendorBalanceSummaryService {
 
 export interface IVendorBalanceSummaryTable extends IFinancialTable {
   query: IVendorBalanceSummaryQuery;
+  meta: IVendorBalanceSummaryMeta;
+}
+
+export interface IVendorBalanceSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }

packages/server/src/interfaces/index.ts

@@ -74,6 +74,7 @@ export * from './Tasks';
 export * from './Times';
 export * from './ProjectProfitabilitySummary';
 export * from './TaxRate';
+export * from './Plaid';
 
 export interface I18nService {
   __: (input: string) => string;

packages/server/src/lib/Plaid/Plaid.ts

@@ -0,0 +1,103 @@
+import { forEach } from 'lodash';
+import { Configuration, PlaidApi, PlaidEnvironments } from 'plaid';
+import { createPlaidApiEvent } from './PlaidApiEventsDBSync';
+import config from '@/config';
+
+const OPTIONS = { clientApp: 'Plaid-Pattern' };
+
+// We want to log requests to / responses from the Plaid API (via the Plaid client), as this data
+// can be useful for troubleshooting.
+
+/**
+ * Logging function for Plaid client methods that use an access_token as an argument. Associates
+ * the Plaid API event log entry with the item and user the request is for.
+ *
+ * @param {string} clientMethod the name of the Plaid client method called.
+ * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
+ * @param {Object} response the response from the Plaid client.
+ */
+const defaultLogger = async (clientMethod, clientMethodArgs, response) => {
+  const accessToken = clientMethodArgs[0].access_token;
+  // const { id: itemId, user_id: userId } = await retrieveItemByPlaidAccessToken(
+  //   accessToken
+  // );
+  // await createPlaidApiEvent(1, 1, clientMethod, clientMethodArgs, response);
+
+  // console.log(response);
+};
+
+/**
+ * Logging function for Plaid client methods that do not use access_token as an argument. These
+ * Plaid API event log entries will not be associated with an item or user.
+ *
+ * @param {string} clientMethod the name of the Plaid client method called.
+ * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
+ * @param {Object} response the response from the Plaid client.
+ */
+const noAccessTokenLogger = async (
+  clientMethod,
+  clientMethodArgs,
+  response
+) => {
+  // console.log(response);
+
+  // await createPlaidApiEvent(
+  //   undefined,
+  //   undefined,
+  //   clientMethod,
+  //   clientMethodArgs,
+  //   response
+  // );
+};
+
+// Plaid client methods used in this app, mapped to their appropriate logging functions.
+const clientMethodLoggingFns = {
+  accountsGet: defaultLogger,
+  institutionsGet: noAccessTokenLogger,
+  institutionsGetById: noAccessTokenLogger,
+  itemPublicTokenExchange: noAccessTokenLogger,
+  itemRemove: defaultLogger,
+  linkTokenCreate: noAccessTokenLogger,
+  transactionsSync: defaultLogger,
+  sandboxItemResetLogin: defaultLogger,
+};
+// Wrapper for the Plaid client. This allows us to easily log data for all Plaid client requests.
+export class PlaidClientWrapper {
+  constructor() {
+    // Initialize the Plaid client.
+    const configuration = new Configuration({
+      basePath: PlaidEnvironments[config.plaid.env],
+      baseOptions: {
+        headers: {
+          'PLAID-CLIENT-ID': config.plaid.clientId,
+          'PLAID-SECRET':
+            config.plaid.env === 'development'
+              ? config.plaid.secretDevelopment
+              : config.plaid.secretSandbox,
+          'Plaid-Version': '2020-09-14',
+        },
+      },
+    });
+
+    this.client = new PlaidApi(configuration);
+
+    // Wrap the Plaid client methods to add a logging function.
+    forEach(clientMethodLoggingFns, (logFn, method) => {
+      this[method] = this.createWrappedClientMethod(method, logFn);
+    });
+  }
+
+  // Allows us to log API request data for troubleshooting purposes.
+  createWrappedClientMethod(clientMethod, log) {
+    return async (...args) => {
+      try {
+        const res = await this.client[clientMethod](...args);
+        await log(clientMethod, args, res);
+        return res;
+      } catch (err) {
+        await log(clientMethod, args, err?.response?.data);
+        throw err;
+      }
+    };
+  }
+}

packages/server/src/lib/Plaid/PlaidApiEventsDBSync.ts

@@ -0,0 +1,48 @@
+/**
+ * Creates a single Plaid api event log entry.
+ *
+ * @param {string} itemId the item id in the request.
+ * @param {string} userId the user id in the request.
+ * @param {string} plaidMethod the Plaid client method called.
+ * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
+ * @param {Object} response the Plaid api response object.
+ */
+export const createPlaidApiEvent = async (
+  itemId,
+  userId,
+  plaidMethod,
+  clientMethodArgs,
+  response
+) => {
+  const {
+    error_code: errorCode,
+    error_type: errorType,
+    request_id: requestId,
+  } = response;
+  const query = {
+    text: `
+      INSERT INTO plaid_api_events_table
+        (
+          item_id,
+          user_id,
+          plaid_method,
+          arguments,
+          request_id,
+          error_type,
+          error_code
+        )
+      VALUES
+        ($1, $2, $3, $4, $5, $6, $7);
+    `,
+    values: [
+      itemId,
+      userId,
+      plaidMethod,
+      JSON.stringify(clientMethodArgs),
+      requestId,
+      errorType,
+      errorCode,
+    ],
+  };
+  // await db.query(query);
+};

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

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

packages/server/src/loaders/eventEmitter.ts

@@ -84,6 +84,10 @@ import { WriteInvoiceTaxTransactionsSubscriber } from '@/services/TaxRates/subsc
 import { BillTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/BillTaxRateValidateSubscriber';
 import { WriteBillTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteBillTaxTransactionsSubscriber';
 import { SyncItemTaxRateOnEditTaxSubscriber } from '@/services/TaxRates/SyncItemTaxRateOnEditTaxSubscriber';
+import { PlaidUpdateTransactionsOnItemCreatedSubscriber } from '@/services/Banking/Plaid/subscribers/PlaidUpdateTransactionsOnItemCreatedSubscriber';
+import { InvoiceChangeStatusOnMailSentSubscriber } from '@/services/Sales/Invoices/subscribers/InvoiceChangeStatusOnMailSentSubscriber';
+import { SaleReceiptMarkClosedOnMailSentSubcriber } from '@/services/Sales/Receipts/subscribers/SaleReceiptMarkClosedOnMailSentSubcriber';
+import { SaleEstimateMarkApprovedOnMailSent } from '@/services/Sales/Estimates/subscribers/SaleEstimateMarkApprovedOnMailSent';
 
 export default () => {
   return new EventPublisher();
@@ -104,8 +108,12 @@ export const susbcribers = () => {
     InventorySubscriber,
     CustomerWriteGLOpeningBalanceSubscriber,
     VendorsWriteGLOpeningSubscriber,
+
+    // # Estimate
     SaleEstimateAutoSerialSubscriber,
     SaleEstimateSmsNotificationSubscriber,
+    SaleEstimateMarkApprovedOnMailSent,
+
     ExpensesWriteGLSubscriber,
     SaleReceiptAutoSerialSubscriber,
     SaleInvoiceAutoIncrementSubscriber,
@@ -152,11 +160,13 @@ export const susbcribers = () => {
     // #Invoices
     InvoicePaymentGLRewriteSubscriber,
     InvoiceCostGLEntriesSubscriber,
+    InvoiceChangeStatusOnMailSentSubscriber,
 
     BillPaymentsGLEntriesRewriteSubscriber,
 
     // # Receipts
     SaleReceiptCostGLEntriesSubscriber,
+    SaleReceiptMarkClosedOnMailSentSubcriber,
 
     // Transaction locking.
     SalesTransactionLockingGuardSubscriber,
@@ -199,6 +209,9 @@ export const susbcribers = () => {
     BillTaxRateValidateSubscriber,
     WriteBillTaxTransactionsSubscriber,
 
-    SyncItemTaxRateOnEditTaxSubscriber
+    SyncItemTaxRateOnEditTaxSubscriber,
+
+    // Plaid
+    PlaidUpdateTransactionsOnItemCreatedSubscriber
   ];
 };

packages/server/src/loaders/express.ts

@@ -5,6 +5,8 @@ import boom from 'express-boom';
 import errorHandler from 'errorhandler';
 import bodyParser from 'body-parser';
 import fileUpload from 'express-fileupload';
+import { Server } from 'socket.io';
+import Container from 'typedi';
 import routes from 'api';
 import LoggerMiddleware from '@/api/middleware/LoggerMiddleware';
 import AgendashController from '@/api/controllers/Agendash';
@@ -72,4 +74,32 @@ export default ({ app }) => {
   app.use((req: Request, res: Response, next: NextFunction) => {
     return res.boom.notFound();
   });
+  const server = app.listen(app.get('port'), (err) => {
+    if (err) {
+      console.log(err);
+      process.exit(1);
+      return;
+    }
+    console.log(`
+      ################################################
+        Server listening on port: ${app.get('port')}
+      ################################################
+    `);
+  });
+  const io = new Server(server, { path: '/socket' });
+
+  // Set socket.io listeners.
+  io.on('connection', (socket) => {
+    console.log('SOCKET CONNECTED');
+
+    socket.on('disconnect', () => {
+      console.log('SOCKET DISCONNECTED');
+    });
+  });
+  // Middleware to pass socket to each request object.
+  app.use((req: Request, res: Response, next: NextFunction) => {
+    req.io = io;
+    next();
+  });
+  Container.set('socket', io);
 };

packages/server/src/loaders/jobs.ts

@@ -10,6 +10,7 @@ import { SendSaleInvoiceReminderMailJob } from '@/services/Sales/Invoices/SendSa
 import { SendSaleEstimateMailJob } from '@/services/Sales/Estimates/SendSaleEstimateMailJob';
 import { SaleReceiptMailNotificationJob } from '@/services/Sales/Receipts/SaleReceiptMailNotificationJob';
 import { PaymentReceiveMailNotificationJob } from '@/services/Sales/PaymentReceives/PaymentReceiveMailNotificationJob';
+import { PlaidFetchTransactionsJob } from '@/services/Banking/Plaid/PlaidFetchTransactionsJob';
 
 export default ({ agenda }: { agenda: Agenda }) => {
   new ResetPasswordMailJob(agenda);
@@ -23,6 +24,7 @@ export default ({ agenda }: { agenda: Agenda }) => {
   new SendSaleEstimateMailJob(agenda);
   new SaleReceiptMailNotificationJob(agenda);
   new PaymentReceiveMailNotificationJob(agenda);
+  new PlaidFetchTransactionsJob(agenda);
 
   agenda.start();
 };

packages/server/src/loaders/tenantModels.ts

@@ -61,6 +61,7 @@ import Task from 'models/Task';
 import TaxRate from 'models/TaxRate';
 import TaxRateTransaction from 'models/TaxRateTransaction';
 import Attachment from 'models/Attachment';
+import PlaidItem from 'models/PlaidItem';
 
 export default (knex) => {
   const models = {
@@ -124,7 +125,8 @@ export default (knex) => {
     Task,
     TaxRate,
     TaxRateTransaction,
-    Attachment
+    Attachment,
+    PlaidItem
   };
   return mapValues(models, (model) => model.bindKnex(knex));
 };

packages/server/src/models/PlaidItem.ts

@@ -0,0 +1,24 @@
+import TenantModel from 'models/TenantModel';
+
+export default class PlaidItem extends TenantModel {
+  /**
+   * Table name.
+   */
+  static get tableName() {
+    return 'plaid_items';
+  }
+
+  /**
+   * Timestamps columns.
+   */
+  get timestamps() {
+    return [];
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    return {};
+  }
+}

packages/server/src/server.ts

@@ -10,19 +10,6 @@ async function startServer() {
 
   // Intiialize all registered loaders.
   await loadersFactory({ expressApp: app });
-
-  app.listen(app.get('port'), (err) => {
-    if (err) {
-      console.log(err);
-      process.exit(1);
-      return;
-    }
-    console.log(`
-      ################################################
-        Server listening on port: ${app.get('port')}
-      ################################################
-    `);
-  });
 }
 
 startServer();

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

@@ -1,6 +1,5 @@
 import { IAccountTransaction } from '@/interfaces';
 import { Transformer } from '@/lib/Transformer/Transformer';
-import { transaction } from 'objection';
 
 export default class AccountTransactionTransformer extends Transformer {
   /**

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

@@ -13,7 +13,7 @@ export class AccountTransformer extends Transformer {
    * @returns {Array}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount', 'flattenName'];
+    return ['formattedAmount', 'flattenName', 'bankBalanceFormatted'];
   };
 
   /**
@@ -34,13 +34,24 @@ export class AccountTransformer extends Transformer {
 
   /**
    * Retrieve formatted account amount.
-   * @param   {IAccount} invoice
+   * @param {IAccount} invoice
    * @returns {string}
    */
   protected formattedAmount = (account: IAccount): string => {
     return formatNumber(account.amount, { currencyCode: account.currencyCode });
   };
 
+  /**
+   * Retrieves the formatted bank balance.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected bankBalanceFormatted = (account: IAccount): string => {
+    return formatNumber(account.bankBalance, {
+      currencyCode: account.currencyCode,
+    });
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

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

@@ -5,7 +5,6 @@ import { IAccountEventActivatedPayload } from '@/interfaces';
 import events from '@/subscribers/events';
 import UnitOfWork from '@/services/UnitOfWork';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
-import { CommandAccountValidators } from './CommandAccountValidators';
 
 @Service()
 export class ActivateAccount {
@@ -18,9 +17,6 @@ export class ActivateAccount {
   @Inject()
   private uow: UnitOfWork;
 
-  @Inject()
-  private validator: CommandAccountValidators;
-
   /**
    * Activates/Inactivates the given account.
    * @param {number} tenantId

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

@@ -0,0 +1,59 @@
+import { Inject, Service } from 'typedi';
+import { PlaidLinkTokenService } from './PlaidLinkToken';
+import { PlaidItemService } from './PlaidItem';
+import { PlaidItemDTO } from '@/interfaces';
+import { PlaidWebooks } from './PlaidWebhooks';
+
+@Service()
+export class PlaidApplication {
+  @Inject()
+  private getLinkTokenService: PlaidLinkTokenService;
+
+  @Inject()
+  private plaidItemService: PlaidItemService;
+
+  @Inject()
+  private plaidWebhooks: PlaidWebooks;
+
+  /**
+   * Retrieves the Plaid link token.
+   * @param {number} tenantId
+   * @param {number} itemId
+   * @returns
+   */
+  public getLinkToken(tenantId: number) {
+    return this.getLinkTokenService.getLinkToken(tenantId);
+  }
+
+  /**
+   * Exchanges the Plaid access token.
+   * @param {number} tenantId
+   * @param {PlaidItemDTO} itemDTO
+   * @returns
+   */
+  public exchangeToken(tenantId: number, itemDTO: PlaidItemDTO): Promise<void> {
+    return this.plaidItemService.item(tenantId, itemDTO);
+  }
+
+  /**
+   * Listens to Plaid webhooks
+   * @param {number} tenantId 
+   * @param {string} webhookType 
+   * @param {string} plaidItemId 
+   * @param {string} webhookCode 
+   * @returns 
+   */
+  public webhooks(
+    tenantId: number,
+    plaidItemId: string,
+    webhookType: string,
+    webhookCode: string
+  ) {
+    return this.plaidWebhooks.webhooks(
+      tenantId,
+      plaidItemId,
+      webhookType,
+      webhookCode
+    );
+  }
+}

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

@@ -0,0 +1,43 @@
+import Container, { Service } from 'typedi';
+import { PlaidUpdateTransactions } from './PlaidUpdateTransactions';
+import { IPlaidItemCreatedEventPayload } from '@/interfaces';
+
+@Service()
+export class PlaidFetchTransactionsJob {
+  /**
+   * Constructor method.
+   */
+  constructor(agenda) {
+    agenda.define(
+      'plaid-update-account-transactions',
+      { priority: 'high', concurrency: 2 },
+      this.handler
+    );
+  }
+
+  /**
+   * Triggers the function.
+   */
+  private handler = async (job, done: Function) => {
+    const { tenantId, plaidItemId } = job.attrs
+      .data as IPlaidItemCreatedEventPayload;
+
+    const plaidFetchTransactionsService = Container.get(
+      PlaidUpdateTransactions
+    );
+    const io = Container.get('socket');
+
+    try {
+      await plaidFetchTransactionsService.updateTransactions(
+        tenantId,
+        plaidItemId
+      );
+      // Notify the frontend to reflect the new transactions changes.
+      io.emit('NEW_TRANSACTIONS_DATA', { plaidItemId });
+      done();
+    } catch (error) {
+      console.log(error);
+      done(error);
+    }
+  };
+}

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

@@ -0,0 +1,58 @@
+import { Inject, Service } from 'typedi';
+import { PlaidClientWrapper } from '@/lib/Plaid';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
+import {
+  IPlaidItemCreatedEventPayload,
+  PlaidItemDTO,
+} from '@/interfaces/Plaid';
+import SystemPlaidItem from '@/system/models/SystemPlaidItem';
+
+@Service()
+export class PlaidItemService {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  /**
+   * Exchanges the public token to get access token and item id and then creates
+   * a new Plaid item.
+   * @param {number} tenantId
+   * @param {PlaidItemDTO} itemDTO
+   * @returns {Promise<void>}
+   */
+  public async item(tenantId: number, itemDTO: PlaidItemDTO): Promise<void> {
+    const { PlaidItem } = this.tenancy.models(tenantId);
+    const { publicToken, institutionId } = itemDTO;
+
+    const plaidInstance = new PlaidClientWrapper();
+
+    // Exchange the public token for a private access token and store with the item.
+    const response = await plaidInstance.itemPublicTokenExchange({
+      public_token: publicToken,
+    });
+    const plaidAccessToken = response.data.access_token;
+    const plaidItemId = response.data.item_id;
+
+    // Store the Plaid item metadata on tenant scope.
+    const plaidItem = await PlaidItem.query().insertAndFetch({
+      tenantId,
+      plaidAccessToken,
+      plaidItemId,
+      plaidInstitutionId: institutionId,
+    });
+    // Stores the Plaid item id on system scope.
+    await SystemPlaidItem.query().insert({ tenantId, plaidItemId });
+
+    // Triggers `onPlaidItemCreated` event.
+    await this.eventPublisher.emitAsync(events.plaid.onItemCreated, {
+      tenantId,
+      plaidAccessToken,
+      plaidItemId,
+      plaidInstitutionId: institutionId,
+    } as IPlaidItemCreatedEventPayload);
+  }
+}

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

@@ -0,0 +1,34 @@
+import { PlaidClientWrapper } from '@/lib/Plaid';
+import { Service } from 'typedi';
+import config from '@/config';
+
+@Service()
+export class PlaidLinkTokenService {
+  /**
+   * Retrieves the plaid link token.
+   * @param {number} tenantId
+   * @returns
+   */
+  async getLinkToken(tenantId: number) {
+    const accessToken = null;
+
+    // Must include transactions in order to receive transactions webhooks
+    const products = ['transactions'];
+    const linkTokenParams = {
+      user: {
+        // This should correspond to a unique id for the current user.
+        client_user_id: 'uniqueId' + tenantId,
+      },
+      client_name: 'Pattern',
+      products,
+      country_codes: ['US'],
+      language: 'en',
+      webhook: config.plaid.linkWebhook,
+      access_token: accessToken,
+    };
+    const plaidInstance = new PlaidClientWrapper();
+    const createResponse = await plaidInstance.linkTokenCreate(linkTokenParams);
+
+    return createResponse.data;
+  }
+}

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

@@ -0,0 +1,160 @@
+import * as R from 'ramda';
+import { Inject, Service } from 'typedi';
+import bluebird from 'bluebird';
+import { entries, groupBy } from 'lodash';
+import { CreateAccount } from '@/services/Accounts/CreateAccount';
+import { PlaidAccount, PlaidTransaction } from '@/interfaces';
+import {
+  transformPlaidAccountToCreateAccount,
+  transformPlaidTrxsToCashflowCreate,
+} from './utils';
+import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
+import DeleteCashflowTransactionService from '@/services/Cashflow/DeleteCashflowTransactionService';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+
+const CONCURRENCY_ASYNC = 10;
+
+@Service()
+export class PlaidSyncDb {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private createAccountService: CreateAccount;
+
+  @Inject()
+  private createCashflowTransactionService: NewCashflowTransactionService;
+
+  @Inject()
+  private deleteCashflowTransactionService: DeleteCashflowTransactionService;
+
+  /**
+   * Syncs the plaid accounts to the system accounts.
+   * @param {number} tenantId Tenant ID.
+   * @param {PlaidAccount[]} plaidAccounts
+   * @returns {Promise<void>}
+   */
+  public async syncBankAccounts(
+    tenantId: number,
+    plaidAccounts: PlaidAccount[]
+  ): Promise<void> {
+    const accountCreateDTOs = R.map(transformPlaidAccountToCreateAccount)(
+      plaidAccounts
+    );
+    await bluebird.map(
+      accountCreateDTOs,
+      (createAccountDTO: any) =>
+        this.createAccountService.createAccount(tenantId, createAccountDTO),
+      { concurrency: CONCURRENCY_ASYNC }
+    );
+  }
+
+  /**
+   * Synsc the Plaid transactions to the system GL entries.
+   * @param {number} tenantId - Tenant ID.
+   * @param {number} plaidAccountId - Plaid account ID.
+   * @param {PlaidTransaction[]} plaidTranasctions - Plaid transactions
+   */
+  public async syncAccountTranactions(
+    tenantId: number,
+    plaidAccountId: number,
+    plaidTranasctions: PlaidTransaction[]
+  ): Promise<void> {
+    const { Account } = this.tenancy.models(tenantId);
+
+    const cashflowAccount = await Account.query()
+      .findOne({ plaidAccountId })
+      .throwIfNotFound();
+
+    const openingEquityBalance = await Account.query().findOne(
+      'slug',
+      'opening-balance-equity'
+    );
+    // Transformes the Plaid transactions to cashflow create DTOs.
+    const transformTransaction = transformPlaidTrxsToCashflowCreate(
+      cashflowAccount.id,
+      openingEquityBalance.id
+    );
+    const accountsCashflowDTO = R.map(transformTransaction)(plaidTranasctions);
+
+    // Creating account transaction queue.
+    await bluebird.map(
+      accountsCashflowDTO,
+      (cashflowDTO) =>
+        this.createCashflowTransactionService.newCashflowTransaction(
+          tenantId,
+          cashflowDTO
+        ),
+      { concurrency: CONCURRENCY_ASYNC }
+    );
+  }
+
+  /**
+   * Syncs the accounts transactions in paraller under controlled concurrency.
+   * @param {number} tenantId
+   * @param {PlaidTransaction[]} plaidTransactions
+   */
+  public async syncAccountsTransactions(
+    tenantId: number,
+    plaidAccountsTransactions: PlaidTransaction[]
+  ): Promise<void> {
+    const groupedTrnsxByAccountId = entries(
+      groupBy(plaidAccountsTransactions, 'account_id')
+    );
+    await bluebird.map(
+      groupedTrnsxByAccountId,
+      ([plaidAccountId, plaidTransactions]: [number, PlaidTransaction[]]) => {
+        return this.syncAccountTranactions(
+          tenantId,
+          plaidAccountId,
+          plaidTransactions
+        );
+      },
+      { concurrency: CONCURRENCY_ASYNC }
+    );
+  }
+
+  /**
+   * Syncs the removed Plaid transactions ids from the cashflow system transactions.
+   * @param {string[]} plaidTransactionsIds - Plaid Transactions IDs.
+   */
+  public async syncRemoveTransactions(
+    tenantId: number,
+    plaidTransactionsIds: string[]
+  ) {
+    const { CashflowTransaction } = this.tenancy.models(tenantId);
+
+    const cashflowTransactions = await CashflowTransaction.query().whereIn(
+      'plaidTransactionId',
+      plaidTransactionsIds
+    );
+    const cashflowTransactionsIds = cashflowTransactions.map(
+      (trans) => trans.id
+    );
+    await bluebird.map(
+      cashflowTransactionsIds,
+      (transactionId: number) =>
+        this.deleteCashflowTransactionService.deleteCashflowTransaction(
+          tenantId,
+          transactionId
+        ),
+      { concurrency: CONCURRENCY_ASYNC }
+    );
+  }
+
+  /**
+   * Syncs the Plaid item last transaction cursor.
+   * @param {number} tenantId - Tenant ID.
+   * @param {string} itemId - Plaid item ID.
+   * @param {string} lastCursor - Last transaction cursor.
+   */
+  public async syncTransactionsCursor(
+    tenantId: number,
+    plaidItemId: string,
+    lastCursor: string
+  ) {
+    const { PlaidItem } = this.tenancy.models(tenantId);
+
+    await PlaidItem.query().findOne({ plaidItemId }).patch({ lastCursor });
+  }
+}

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

@@ -0,0 +1,105 @@
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { Inject, Service } from 'typedi';
+import { PlaidClientWrapper } from '@/lib/Plaid/Plaid';
+import { PlaidSyncDb } from './PlaidSyncDB';
+import { PlaidFetchedTransactionsUpdates } from '@/interfaces';
+
+@Service()
+export class PlaidUpdateTransactions {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private plaidSync: PlaidSyncDb;
+
+  /**
+   * Handles the fetching and storing of new, modified, or removed transactions
+   * @param {number} tenantId Tenant ID.
+   * @param {string} plaidItemId the Plaid ID for the item.
+   */
+  public async updateTransactions(tenantId: number, plaidItemId: string) {
+    // Fetch new transactions from plaid api.
+    const { added, modified, removed, cursor, accessToken } =
+      await this.fetchTransactionUpdates(tenantId, plaidItemId);
+
+    const request = { access_token: accessToken };
+    const plaidInstance = new PlaidClientWrapper();
+    const {
+      data: { accounts },
+    } = await plaidInstance.accountsGet(request);
+
+    // Update the DB.
+    await this.plaidSync.syncBankAccounts(tenantId, accounts);
+    await this.plaidSync.syncAccountsTransactions(
+      tenantId,
+      added.concat(modified)
+    );
+    await this.plaidSync.syncRemoveTransactions(tenantId, removed);
+    await this.plaidSync.syncTransactionsCursor(tenantId, plaidItemId, cursor);
+
+    return {
+      addedCount: added.length,
+      modifiedCount: modified.length,
+      removedCount: removed.length,
+    };
+  }
+
+  /**
+   * Fetches transactions from the `Plaid API` for a given item.
+   * @param {number} tenantId - Tenant ID.
+   * @param {string} plaidItemId - The Plaid ID for the item.
+   * @returns {Promise<PlaidFetchedTransactionsUpdates>}
+   */
+  private async fetchTransactionUpdates(
+    tenantId: number,
+    plaidItemId: string
+  ): Promise<PlaidFetchedTransactionsUpdates> {
+    // the transactions endpoint is paginated, so we may need to hit it multiple times to
+    // retrieve all available transactions.
+    const { PlaidItem } = this.tenancy.models(tenantId);
+
+    const plaidItem = await PlaidItem.query().findOne(
+      'plaidItemId',
+      plaidItemId
+    );
+    if (!plaidItem) {
+      throw new Error('The given Plaid item id is not found.');
+    }
+    const { plaidAccessToken, lastCursor } = plaidItem;
+    let cursor = lastCursor;
+
+    // New transaction updates since "cursor"
+    let added = [];
+    let modified = [];
+    // Removed transaction ids
+    let removed = [];
+    let hasMore = true;
+
+    const batchSize = 100;
+    try {
+      // Iterate through each page of new transaction updates for item
+      /* eslint-disable no-await-in-loop */
+      while (hasMore) {
+        const request = {
+          access_token: plaidAccessToken,
+          cursor: cursor,
+          count: batchSize,
+        };
+        const plaidInstance = new PlaidClientWrapper();
+        const response = await plaidInstance.transactionsSync(request);
+        const data = response.data;
+        // Add this page of results
+        added = added.concat(data.added);
+        modified = modified.concat(data.modified);
+        removed = removed.concat(data.removed);
+        hasMore = data.has_more;
+        // Update cursor to the next cursor
+        cursor = data.next_cursor;
+      }
+    } catch (err) {
+      console.error(`Error fetching transactions: ${err.message}`);
+      cursor = lastCursor;
+    }
+    return { added, modified, removed, cursor, accessToken: plaidAccessToken };
+  }
+}

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

@@ -0,0 +1,32 @@
+import { Request, Response, NextFunction } from 'express';
+import { SystemPlaidItem, Tenant } from '@/system/models';
+import tenantDependencyInjection from '@/api/middleware/TenantDependencyInjection';
+
+export const PlaidWebhookTenantBootMiddleware = async (
+  req: Request,
+  res: Response,
+  next: NextFunction
+) => {
+  const { item_id: plaidItemId } = req.body;
+  const plaidItem = await SystemPlaidItem.query().findOne({ plaidItemId });
+
+  const notFoundOrganization = () => {
+    return res.boom.unauthorized('Organization identication not found.', {
+      errors: [{ type: 'ORGANIZATION.ID.NOT.FOUND', code: 100 }],
+    });
+  };
+  // In case the given organization not found.
+  if (!plaidItem) {
+    return notFoundOrganization();
+  }
+  const tenant = await Tenant.query()
+    .findById(plaidItem.tenantId)
+    .withGraphFetched('metadata');
+
+  // When the given organization id not found on the system storage.
+  if (!tenant) {
+    return notFoundOrganization();
+  }
+  tenantDependencyInjection(req, tenant);
+  next();
+};

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

@@ -0,0 +1,140 @@
+import { Inject, Service } from 'typedi';
+import { PlaidUpdateTransactions } from './PlaidUpdateTransactions';
+
+@Service()
+export class PlaidWebooks {
+  @Inject()
+  private updateTransactionsService: PlaidUpdateTransactions;
+
+  /**
+   * Listens to Plaid webhooks
+   * @param {number} tenantId - Tenant Id.
+   * @param {string} webhookType - Webhook type.
+   * @param {string} plaidItemId - Plaid item Id.
+   * @param {string} webhookCode - webhook code.
+   */
+  public async webhooks(
+    tenantId: number,
+    plaidItemId: string,
+    webhookType: string,
+    webhookCode: string
+  ): Promise<void> {
+    const _webhookType = webhookType.toLowerCase();
+
+    // There are five types of webhooks: AUTH, TRANSACTIONS, ITEM, INCOME, and ASSETS.
+    // @TODO implement handling for remaining webhook types.
+    const webhookHandlerMap = {
+      transactions: this.handleTransactionsWebooks.bind(this),
+      item: this.itemsHandler.bind(this),
+    };
+    const webhookHandler =
+      webhookHandlerMap[_webhookType] || this.unhandledWebhook;
+
+    await webhookHandler(tenantId, plaidItemId, webhookCode);
+  }
+
+  /**
+   * Handles all unhandled/not yet implemented webhook events.
+   * @param {string} webhookType
+   * @param {string} webhookCode
+   * @param {string} plaidItemId
+   */
+  private async unhandledWebhook(
+    webhookType: string,
+    webhookCode: string,
+    plaidItemId: string
+  ): Promise<void> {
+    console.log(
+      `UNHANDLED ${webhookType} WEBHOOK: ${webhookCode}: Plaid item id ${plaidItemId}: unhandled webhook type received.`
+    );
+  }
+
+  /**
+   * Logs to console and emits to socket
+   * @param {string} additionalInfo
+   * @param {string} webhookCode
+   * @param {string} plaidItemId
+   */
+  private serverLogAndEmitSocket(
+    additionalInfo: string,
+    webhookCode: string,
+    plaidItemId: string
+  ): void {
+    console.log(
+      `WEBHOOK: TRANSACTIONS: ${webhookCode}: Plaid_item_id ${plaidItemId}: ${additionalInfo}`
+    );
+  }
+
+  /**
+   * Handles all transaction webhook events. The transaction webhook notifies
+   * you that a single item has new transactions available.
+   * @param {number} tenantId
+   * @param {string} plaidItemId
+   * @param {string} webhookCode
+   * @returns {Promise<void>}
+   */
+  public async handleTransactionsWebooks(
+    tenantId: number,
+    plaidItemId: string,
+    webhookCode: string
+  ): Promise<void> {
+    switch (webhookCode) {
+      case 'SYNC_UPDATES_AVAILABLE': {
+        // Fired when new transactions data becomes available.
+        const { addedCount, modifiedCount, removedCount } =
+          await this.updateTransactionsService.updateTransactions(
+            tenantId,
+            plaidItemId
+          );
+        this.serverLogAndEmitSocket(
+          `Transactions: ${addedCount} added, ${modifiedCount} modified, ${removedCount} removed`,
+          webhookCode,
+          plaidItemId
+        );
+        break;
+      }
+      case 'DEFAULT_UPDATE':
+      case 'INITIAL_UPDATE':
+      case 'HISTORICAL_UPDATE':
+        /* ignore - not needed if using sync endpoint + webhook */
+        break;
+      default:
+        this.serverLogAndEmitSocket(
+          `unhandled webhook type received.`,
+          webhookCode,
+          plaidItemId
+        );
+    }
+  }
+
+  /**
+   * Handles all Item webhook events.
+   * @param {number} tenantId - Tenant ID
+   * @param {string} webhookCode - The webhook code
+   * @param {string} plaidItemId - The Plaid ID for the item
+   * @returns {Promise<void>}
+   */
+  public async itemsHandler(
+    tenantId: number,
+    plaidItemId: string,
+    webhookCode: string
+  ): Promise<void> {
+    switch (webhookCode) {
+      case 'WEBHOOK_UPDATE_ACKNOWLEDGED':
+        this.serverLogAndEmitSocket('is updated', plaidItemId, error);
+        break;
+      case 'ERROR': {
+        break;
+      }
+      case 'PENDING_EXPIRATION': {
+        break;
+      }
+      default:
+        this.serverLogAndEmitSocket(
+          'unhandled webhook type received.',
+          webhookCode,
+          plaidItemId
+        );
+    }
+  }
+}

packages/server/src/services/Banking/Plaid/subscribers/PlaidUpdateTransactionsOnItemCreatedSubscriber.ts

@@ -0,0 +1,34 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { IPlaidItemCreatedEventPayload } from '@/interfaces/Plaid';
+import events from '@/subscribers/events';
+
+@Service()
+export class PlaidUpdateTransactionsOnItemCreatedSubscriber extends EventSubscriber {
+  @Inject('agenda')
+  private agenda: any;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.plaid.onItemCreated,
+      this.handleUpdateTransactionsOnItemCreated
+    );
+  }
+
+  /**
+   * Updates the Plaid item transactions
+   * @param {IPlaidItemCreatedEventPayload} payload - Event payload.
+   */
+  private handleUpdateTransactionsOnItemCreated = async ({
+    tenantId,
+    plaidItemId,
+    plaidAccessToken,
+    plaidInstitutionId,
+  }: IPlaidItemCreatedEventPayload) => {
+    const payload = { tenantId, plaidItemId };
+    await this.agenda.now('plaid-update-account-transactions', payload);
+  };
+}

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

@@ -0,0 +1,61 @@
+import * as R from 'ramda';
+import {
+  IAccountCreateDTO,
+  ICashflowNewCommandDTO,
+  PlaidAccount,
+  PlaidTransaction,
+} from '@/interfaces';
+
+/**
+ * Transformes the Plaid account to create cashflow account DTO.
+ * @param {PlaidAccount} plaidAccount
+ * @returns {IAccountCreateDTO}
+ */
+export const transformPlaidAccountToCreateAccount = (
+  plaidAccount: PlaidAccount
+): IAccountCreateDTO => {
+  return {
+    name: plaidAccount.name,
+    code: '',
+    description: plaidAccount.official_name,
+    currencyCode: plaidAccount.balances.iso_currency_code,
+    accountType: 'cash',
+    active: true,
+    plaidAccountId: plaidAccount.account_id,
+    bankBalance: plaidAccount.balances.current,
+    accountMask: plaidAccount.mask,
+  };
+};
+
+/**
+ * Transformes the plaid transaction to cashflow create DTO.
+ * @param {number} cashflowAccountId - Cashflow account ID.
+ * @param {number} creditAccountId - Credit account ID.
+ * @param {PlaidTransaction} plaidTranasction - Plaid transaction.
+ * @returns {ICashflowNewCommandDTO}
+ */
+export const transformPlaidTrxsToCashflowCreate = R.curry(
+  (
+    cashflowAccountId: number,
+    creditAccountId: number,
+    plaidTranasction: PlaidTransaction
+  ): ICashflowNewCommandDTO => {
+    return {
+      date: plaidTranasction.date,
+
+      transactionType: 'OwnerContribution',
+      description: plaidTranasction.name,
+
+      amount: plaidTranasction.amount,
+      exchangeRate: 1,
+      currencyCode: plaidTranasction.iso_currency_code,
+      creditAccountId,
+      cashflowAccountId,
+
+      // transactionNumber: string;
+      // referenceNo: string;
+      plaidTransactionId: plaidTranasction.transaction_id,
+      publish: true,
+    };
+  }
+);

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

@@ -86,6 +86,7 @@ export default class NewCashflowTransactionService {
       'cashflowAccountId',
       'creditAccountId',
       'branchId',
+      'plaidTransactionId',
     ]);
     // Retreive the next invoice number.
     const autoNextNumber =
@@ -124,7 +125,7 @@ export default class NewCashflowTransactionService {
   public newCashflowTransaction = async (
     tenantId: number,
     newTransactionDTO: ICashflowNewCommandDTO,
-    userId: number
+    userId?: number
   ): Promise<{ cashflowTransaction: ICashflowTransaction }> => {
     const { CashflowTransaction, Account } = this.tenancy.models(tenantId);
 

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

@@ -14,6 +14,7 @@ export class CreditNoteTransformer extends Transformer {
       'formattedCreditNoteDate',
       'formattedAmount',
       'formattedCreditsUsed',
+      'formattedSubtotal',
       'entries',
     ];
   };
@@ -60,6 +61,15 @@ export class CreditNoteTransformer extends Transformer {
     });
   };
 
+  /**
+   * Retrieves the formatted subtotal.
+   * @param {ICreditNote} credit
+   * @returns {string}
+   */
+  protected formattedSubtotal = (credit): string => {
+    return formatNumber(credit.amount, { money: false });
+  };
+
   /**
    * Retrieves the entries of the credit note.
    * @param {ICreditNote} credit

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryApplication.ts

@@ -3,6 +3,7 @@ import { APAgingSummaryExportInjectable } from './APAgingSummaryExportInjectable
 import { APAgingSummaryTableInjectable } from './APAgingSummaryTableInjectable';
 import { IAPAgingSummaryQuery } from '@/interfaces';
 import { APAgingSummaryService } from './APAgingSummaryService';
+import { APAgingSummaryPdfInjectable } from './APAgingSummaryPdfInjectable';
 
 @Service()
 export class APAgingSummaryApplication {
@@ -15,6 +16,9 @@ export class APAgingSummaryApplication {
   @Inject()
   private APAgingSummarySheet: APAgingSummaryService;
 
+  @Inject()
+  private APAgingSumaryPdf: APAgingSummaryPdfInjectable;
+
   /**
    * Retrieve the A/P aging summary in sheet format.
    * @param {number} tenantId
@@ -50,4 +54,14 @@ export class APAgingSummaryApplication {
   public xlsx(tenantId: number, query: IAPAgingSummaryQuery) {
     return this.APAgingSummaryExport.xlsx(tenantId, query);
   }
+
+  /**
+   * Retrieves the A/P aging summary in pdf format.
+   * @param {number} tenantId 
+   * @param {IAPAgingSummaryQuery} query 
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IAPAgingSummaryQuery) {
+    return this.APAgingSumaryPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryMeta.ts

@@ -0,0 +1,26 @@
+import { Inject, Service } from 'typedi';
+import { IAgingSummaryMeta, IAgingSummaryQuery } from '@/interfaces';
+import { AgingSummaryMeta } from './AgingSummaryMeta';
+
+@Service()
+export class APAgingSummaryMeta {
+  @Inject()
+  private agingSummaryMeta: AgingSummaryMeta;
+
+  /**
+   * Retrieve the aging summary meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IAgingSummaryQuery
+  ): Promise<IAgingSummaryMeta> {
+    const commonMeta = await this.agingSummaryMeta.meta(tenantId, query);
+
+    return {
+      ...commonMeta,
+      sheetName: 'A/P Aging Summary',
+    };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryPdfInjectable.ts

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { IAPAgingSummaryQuery } from '@/interfaces';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { APAgingSummaryTableInjectable } from './APAgingSummaryTableInjectable';
+import { HtmlTableCss } from './_constants';
+
+@Service()
+export class APAgingSummaryPdfInjectable {
+  @Inject()
+  private APAgingSummaryTable: APAgingSummaryTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given A/P aging summary sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IAPAgingSummaryQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IAPAgingSummaryQuery
+  ): Promise<Buffer> {
+    const table = await this.APAgingSummaryTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedAsDate,
+      HtmlTableCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryService.ts

@@ -1,18 +1,19 @@
 import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import { isEmpty } from 'lodash';
-import { IAPAgingSummaryQuery, IARAgingSummaryMeta } from '@/interfaces';
+import { IAPAgingSummaryQuery, IAPAgingSummarySheet } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import APAgingSummarySheet from './APAgingSummarySheet';
 import { Tenant } from '@/system/models';
+import { APAgingSummaryMeta } from './APAgingSummaryMeta';
 
 @Service()
 export class APAgingSummaryService {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
 
-  @Inject('logger')
+  @Inject()
-  logger: any;
+  private APAgingSummaryMeta: APAgingSummaryMeta;
 
   /**
    * Default report query.
@@ -35,35 +36,16 @@ export class APAgingSummaryService {
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IBalanceSheetMeta}
-   */
-  reportMetadata(tenantId: number): IARAgingSummaryMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve A/P aging summary report.
    * @param {number} tenantId -
    * @param {IAPAgingSummaryQuery} query -
+   * @returns {Promise<IAPAgingSummarySheet>}
    */
-  async APAgingSummary(tenantId: number, query: IAPAgingSummaryQuery) {
+  public async APAgingSummary(
+    tenantId: number,
+    query: IAPAgingSummaryQuery
+  ): Promise<IAPAgingSummarySheet> {
     const { Bill } = this.tenancy.models(tenantId);
     const { vendorRepository } = this.tenancy.repositories(tenantId);
 
@@ -111,11 +93,14 @@ export class APAgingSummaryService {
     const data = APAgingSummaryReport.reportData();
     const columns = APAgingSummaryReport.reportColumns();
 
+    // Retrieve the aging summary report meta.
+    const meta = await this.APAgingSummaryMeta.meta(tenantId, filter);
+
     return {
       data,
       columns,
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryApplication.ts

@@ -3,6 +3,7 @@ import { IARAgingSummaryQuery } from '@/interfaces';
 import { ARAgingSummaryTableInjectable } from './ARAgingSummaryTableInjectable';
 import { ARAgingSummaryExportInjectable } from './ARAgingSummaryExportInjectable';
 import ARAgingSummaryService from './ARAgingSummaryService';
+import { ARAgingSummaryPdfInjectable } from './ARAgingSummaryPdfInjectable';
 
 @Service()
 export class ARAgingSummaryApplication {
@@ -15,6 +16,9 @@ export class ARAgingSummaryApplication {
   @Inject()
   private ARAgingSummarySheet: ARAgingSummaryService;
 
+  @Inject()
+  private ARAgingSummaryPdf: ARAgingSummaryPdfInjectable;
+
   /**
    * Retrieve the A/R aging summary sheet.
    * @param {number} tenantId
@@ -50,4 +54,14 @@ export class ARAgingSummaryApplication {
   public csv(tenantId: number, query: IARAgingSummaryQuery) {
     return this.ARAgingSummaryExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the A/R aging summary in pdf format.
+   * @param {number} tenantId
+   * @param {IARAgingSummaryQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IARAgingSummaryQuery) {
+    return this.ARAgingSummaryPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryMeta.ts

@@ -0,0 +1,26 @@
+import { Inject, Service } from 'typedi';
+import { IAgingSummaryMeta, IAgingSummaryQuery } from '@/interfaces';
+import { AgingSummaryMeta } from './AgingSummaryMeta';
+
+@Service()
+export class ARAgingSummaryMeta {
+  @Inject()
+  private agingSummaryMeta: AgingSummaryMeta;
+
+  /**
+   * Retrieve the aging summary meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IAgingSummaryQuery
+  ): Promise<IAgingSummaryMeta> {
+    const commonMeta = await this.agingSummaryMeta.meta(tenantId, query);
+
+    return {
+      ...commonMeta,
+      sheetName: 'A/R Aging Summary',
+    };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryPdfInjectable.ts

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { IARAgingSummaryQuery } from '@/interfaces';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { ARAgingSummaryTableInjectable } from './ARAgingSummaryTableInjectable';
+import { HtmlTableCss } from './_constants';
+
+@Service()
+export class ARAgingSummaryPdfInjectable {
+  @Inject()
+  private ARAgingSummaryTable: ARAgingSummaryTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given balance sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IBalanceSheetQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IARAgingSummaryQuery
+  ): Promise<Buffer> {
+    const table = await this.ARAgingSummaryTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedDateRange,
+      HtmlTableCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryService.ts

@@ -1,18 +1,19 @@
 import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import { isEmpty } from 'lodash';
-import { IARAgingSummaryQuery, IARAgingSummaryMeta } from '@/interfaces';
+import { IARAgingSummaryQuery } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import ARAgingSummarySheet from './ARAgingSummarySheet';
 import { Tenant } from '@/system/models';
+import { ARAgingSummaryMeta } from './ARAgingSummaryMeta';
 
 @Service()
 export default class ARAgingSummaryService {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
 
-  @Inject('logger')
+  @Inject()
-  logger: any;
+  private ARAgingSummaryMeta: ARAgingSummaryMeta;
 
   /**
    * Default report query.
@@ -35,29 +36,6 @@ export default class ARAgingSummaryService {
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IBalanceSheetMeta}
-   */
-  reportMetadata(tenantId: number): IARAgingSummaryMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve A/R aging summary report.
    * @param {number} tenantId - Tenant id.
@@ -110,11 +88,14 @@ export default class ARAgingSummaryService {
     const data = ARAgingSummaryReport.reportData();
     const columns = ARAgingSummaryReport.reportColumns();
 
+    // Retrieve the aging summary report meta.
+    const meta = await this.ARAgingSummaryMeta.meta(tenantId, filter);
+
     return {
       data,
       columns,
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryTableInjectable.ts

@@ -19,6 +19,7 @@ export class ARAgingSummaryTableInjectable {
     query: IARAgingSummaryQuery
   ): Promise<IARAgingSummaryTable> {
     const report = await this.ARAgingSummarySheet.ARAgingSummary(
+      
       tenantId,
       query
     );

packages/server/src/services/FinancialStatements/AgingSummary/AgingSummaryMeta.ts

@@ -0,0 +1,30 @@
+import { Inject } from 'typedi';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+import { IAgingSummaryMeta, IAgingSummaryQuery } from '@/interfaces';
+import moment from 'moment';
+
+export class AgingSummaryMeta {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * Retrieve the aging summary meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IAgingSummaryQuery
+  ): Promise<IAgingSummaryMeta> {
+    const commonMeta = await this.financialSheetMeta.meta(tenantId);
+    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedDateRange = `As ${formattedAsDate}`;
+
+    return {
+      ...commonMeta,
+      sheetName: 'A/P Aging Summary',
+      formattedAsDate,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/AgingSummaryTable.ts

@@ -56,7 +56,7 @@ export default abstract class AgingSummaryTable extends R.compose(
     node: IAgingSummaryContact | IAgingSummaryTotal
   ): ITableColumnAccessor[] => {
     return node.aging.map((aging, index) => ({
-      key: 'aging',
+      key: 'aging_period',
       accessor: `aging[${index}].total.formattedAmount`,
     }));
   };

packages/server/src/services/FinancialStatements/AgingSummary/_constants.ts

@@ -2,3 +2,20 @@ export enum AgingSummaryRowType {
   Contact = 'contact',
   Total = 'total',
 }
+
+export const HtmlTableCss = `
+table tr.row-type--total td{
+  font-weight: 600;
+  border-top: 1px solid #bbb;
+  border-bottom: 3px double #333;
+}
+
+table .column--current,
+table .column--aging_period,
+table .column--total,
+table .cell--current,
+table .cell--aging_period,
+table .cell--total  {
+  text-align: right;
+}
+`;

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetApplication.ts

@@ -54,4 +54,14 @@ export class BalanceSheetApplication {
   public csv(tenantId: number, query: IBalanceSheetQuery): Promise<string> {
     return this.balanceSheetExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the balance sheet in pdf format.
+   * @param {number} tenantId
+   * @param {IBalanceSheetQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IBalanceSheetQuery) {
+    return this.balanceSheetExport.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetExportInjectable.ts

@@ -2,12 +2,16 @@ import { Inject, Service } from 'typedi';
 import { BalanceSheetTableInjectable } from './BalanceSheetTableInjectable';
 import { TableSheet } from '@/lib/Xlsx/TableSheet';
 import { IBalanceSheetQuery } from '@/interfaces';
+import { BalanceSheetPdfInjectable } from './BalanceSheetPdfInjectable';
 
 @Service()
 export class BalanceSheetExportInjectable {
   @Inject()
   private balanceSheetTable: BalanceSheetTableInjectable;
 
+  @Inject()
+  private balanceSheetPdf: BalanceSheetPdfInjectable;
+
   /**
    * Retrieves the trial balance sheet in XLSX format.
    * @param {number} tenantId
@@ -40,4 +44,17 @@ export class BalanceSheetExportInjectable {
 
     return tableCsv;
   }
+
+  /**
+   * Retrieves the balance sheet in pdf format.
+   * @param {number} tenantId
+   * @param {IBalanceSheetQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IBalanceSheetQuery
+  ): Promise<Buffer> {
+    return this.balanceSheetPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetInjectable.ts

@@ -4,15 +4,12 @@ import {
   IBalanceSheetStatementService,
   IBalanceSheetQuery,
   IBalanceSheetStatement,
-  IBalanceSheetMeta,
 } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
-import Journal from '@/services/Accounting/JournalPoster';
 import BalanceSheetStatement from './BalanceSheet';
-import InventoryService from '@/services/Inventory/Inventory';
-import { parseBoolean } from 'utils';
 import { Tenant } from '@/system/models';
 import BalanceSheetRepository from './BalanceSheetRepository';
+import { BalanceSheetMetaInjectable } from './BalanceSheetMeta';
 
 @Service()
 export default class BalanceSheetStatementService
@@ -22,7 +19,7 @@ export default class BalanceSheetStatementService
   private tenancy: TenancyService;
 
   @Inject()
-  private inventoryService: InventoryService;
+  private balanceSheetMeta: BalanceSheetMetaInjectable;
 
   /**
    * Defaults balance sheet filter query.
@@ -62,33 +59,6 @@ export default class BalanceSheetStatementService
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IBalanceSheetMeta}
-   */
-  private reportMetadata(tenantId: number): IBalanceSheetMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const isCostComputeRunning =
-      this.inventoryService.isItemsCostComputeRunning(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      isCostComputeRunning: parseBoolean(isCostComputeRunning, false),
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve balance sheet statement.
    * @param {number} tenantId
@@ -112,6 +82,7 @@ export default class BalanceSheetStatementService
     const models = this.tenancy.models(tenantId);
     const balanceSheetRepo = new BalanceSheetRepository(models, filter);
 
+    // Loads all resources.
     await balanceSheetRepo.asyncInitialize();
 
     // Balance sheet report instance.
@@ -122,12 +93,15 @@ export default class BalanceSheetStatementService
       i18n
     );
     // Balance sheet data.
-    const balanceSheetData = balanceSheetInstanace.reportData();
+    const data = balanceSheetInstanace.reportData();
+
+    // Balance sheet meta.
+    const meta = await this.balanceSheetMeta.meta(tenantId, filter);
 
     return {
-      data: balanceSheetData,
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      data,
+      meta,
     };
   }
 }