feat: wip attachments

chore: remove the unused hook
fix: Showing the real mail address on email confirmation view
2024-05-17 12:25:42 +02:00 · 2024-05-15 14:03:34 +02:00 · 2024-05-15 14:01:22 +02:00 · 2024-05-13 08:42:27 +02:00 · 2024-05-13 08:39:51 +02:00 · 2024-05-10 11:36:01 +02:00
862 changed files with 30820 additions and 45157 deletions
--- a/.all-contributorsrc
+++ b/.all-contributorsrc
@@ -105,6 +105,33 @@
      "contributions": [
        "bug"
      ]
+    },
+    {
+      "login": "benpsnyder",
+      "name": "Ben Snyder",
+      "avatar_url": "https://avatars.githubusercontent.com/u/707567?v=4",
+      "profile": "https://snyder.tech",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "cloudsbird",
+      "name": "Vederis Leunardus",
+      "avatar_url": "https://avatars.githubusercontent.com/u/13505006?v=4",
+      "profile": "http://vederis.id",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "ccantrell72",
+      "name": "Chris Cantrell",
+      "avatar_url": "https://avatars.githubusercontent.com/u/104120598?v=4",
+      "profile": "http://www.pivoten.com",
+      "contributions": [
+        "bug"
+      ]
    }
  ],
  "contributorsPerLine": 7,
--- a/.env.example
+++ b/.env.example
@@ -48,6 +48,9 @@ SIGNUP_DISABLED=false
 SIGNUP_ALLOWED_DOMAINS=
 SIGNUP_ALLOWED_EMAILS=

+# Sign-up Email Confirmation
+SIGNUP_EMAIL_CONFIRMATION=false
+
 # API rate limit (points,duration,block duration).
 API_RATE_LIMIT=120,60,600

@@ -63,4 +66,40 @@ GOTENBERG_DOCS_URL=http://server:3000/public/
 EXCHANGE_RATE_SERVICE=open-exchange-rate

 # Open Exchange Rate
-OPEN_EXCHANGE_RATE_APP_ID=
+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=
+
+# https://docs.lemonsqueezy.com/guides/developer-guide/getting-started#create-an-api-key
+LEMONSQUEEZY_API_KEY=
+LEMONSQUEEZY_STORE_ID=
+LEMONSQUEEZY_WEBHOOK_SECRET=
--- a/.github/workflows/build-deploy-container.yml
+++ b/.github/workflows/build-deploy-container.yml
@@ -6,43 +6,66 @@ on:
  workflow_dispatch:

 env:
-  REGISTRY: ghcr.io
-  WEBAPP_IMAGE_NAME: bigcapital/bigcapital-webapp
-  SERVER_IMAGE_NAME: bigcapital/bigcapital-server
+  WEBAPP_IMAGE_NAME: bigcapitalhq/webapp
+  SERVER_IMAGE_NAME: bigcapitalhq/server

 jobs:
  build-publish-webapp:
+    strategy:
+      fail-fast: false
    name: Build and deploy webapp container
    runs-on: ubuntu-latest
    environment: production
    steps:
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
      - name: Checkout
-        uses: actions/checkout@v2
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3

      # Login to Container registry.
      - name: Log in to the Container registry
-        uses: docker/login-action@v1
+        uses: docker/login-action@v3
        with:
-            registry: ${{ env.REGISTRY }}
-            username: ${{ github.actor }}
-            password: ${{ secrets.GH_TOKEN }}
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}

      - name: Extract metadata (tags, labels) for Docker
        id: meta
        uses: docker/metadata-action@98669ae865ea3cffbcbaa878cf57c20bbf1c6c38
        with:
-            images: ${{ env.REGISTRY }}/${{ env.WEBAPP_IMAGE_NAME }}
+            images: ${{ env.WEBAPP_IMAGE_NAME }}

      # Builds and push the Docker image.
      - name: Build and push Docker image
-        uses: docker/build-push-action@v2
+        uses: docker/build-push-action@v5
+        id: build
        with:
-            context: .
-            file: ./packages/webapp/Dockerfile
-            push: true
-            tags: ghcr.io/bigcapitalhq/webapp:latest
-            labels: ${{ steps.meta.outputs.labels }}
+          context: ./
+          file: ./packages/webapp/Dockerfile
+          platforms: linux/amd64,linux/arm64
+          push: true
+          labels: ${{ steps.meta.outputs.labels }}
+          tags: bigcapitalhq/webapp:latest, bigcapitalhq/webapp:${{github.ref_name}}

+      - name: Export digest
+        run: |
+          mkdir -p /tmp/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "/tmp/digests/${digest#sha256:}"
+
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-webapp
+          path: /tmp/digests/*
+          if-no-files-found: error
+          retention-days: 1
      # Send notification to Slack channel.
      - name: Slack Notification built and published webapp container successfully.
        uses: rtCamp/action-slack-notify@v2
@@ -53,29 +76,52 @@ jobs:
    name: Build and deploy server container
    runs-on: ubuntu-latest
    steps:
-      - name: Checkout code
-        uses: actions/checkout@v2
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3

      # Login to Container registry.
      - name: Log in to the Container registry
-        uses: docker/login-action@v1
+        uses: docker/login-action@v3
        with:
-          registry: ${{ env.REGISTRY }}
-          username: ${{ github.actor }}
-          password: ${{ secrets.GH_TOKEN }}
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}

      # Builds and push the Docker image.
      - name: Build and push Docker image
-        uses: docker/build-push-action@v2
+        uses: docker/build-push-action@v5
+        id: build
        with:
          context: ./
          file: ./packages/server/Dockerfile
+          platforms: linux/amd64,linux/arm64
          push: true
-          tags: ghcr.io/bigcapitalhq/server:latest
+          tags: bigcapitalhq/server:latest, bigcapitalhq/server:${{github.ref_name}}
          labels: ${{ steps.meta.outputs.labels }}

+      - name: Export digest
+        run: |
+          mkdir -p /tmp/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "/tmp/digests/${digest#sha256:}"
+  
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-server
+          path: /tmp/digests/*
+          if-no-files-found: error
+          retention-days: 1
+
      # Send notification to Slack channel.
      - name: Slack Notification built and published server container successfully.
        uses: rtCamp/action-slack-notify@v2
        env:
-          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}
+          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}
--- a/.github/workflows/e2e.yml
+++ b/.github/workflows/e2e.yml
@@ -8,14 +8,14 @@ on:
      - '**.ts'
      - '**.tsx'
      - '**/tsconfig.json'
-      - 'yarn.lock'
+      - 'pnpm-lock.yaml'
      - '.github/workflows/e2e.yml'
  pull_request:
    paths:
      - '**.ts'
      - '**.tsx'
      - '**/tsconfig.json'
-      - 'yarn.lock'
+      - 'pnpm-lock.yaml'
      - '.github/workflows/e2e.yml'

 defaults:
--- a/.husky/commit-msg
+++ b/.husky/commit-msg
@@ -1,4 +1,4 @@
 #!/usr/bin/env sh
 . "$(dirname -- "$0")/_/husky.sh"

-yarn commitlint --edit 
+pnpx commitlint --edit 
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -2,6 +2,76 @@

 All notable changes to Bigcapital server-side will be in this file.

+## [0.16.11] - 06-05-2024
+
+### improvements
+
+* feat: Export resource data to csv, xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/430
+* feat: User email verification after signing-up. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/426
+
+### Fixes
+* feat(repo): upgrade to latest lerna v8 and pnpm v9 by @benpsnyder in https://github.com/bigcapitalhq/bigcapital/pull/414
+* feat: Update Docker Build-Push Action and Add ARM64 Support by @cloudsbird in https://github.com/bigcapitalhq/bigcapital/pull/412
+* feat: Pushing docker containers by version tag by @cloudsbird in https://github.com/bigcapitalhq/bigcapital/pull/421
+
+## [0.16.10]
+
+* fix: Running migration Docker container on Windows by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/432
+
+## [0.16.9]
+
+* feat: New Relic for tracking by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/429
+
+## [0.16.8]
+
+* feat: Ability to enable/disable the bank connect feature by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/423
+
+## [0.16.6]
+
+* hotfix: fix the subscription plan when subscribe on cloud by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/422
+
+## [0.16.5]
+
+IMPORTANT: If you upgraded to the v0.16 recently you should upgrade to v0.16.4 as soon as possible, because there're some breaking changes affected the sign-in and some users reported couldn't sign-in.
+
+* feat: Seed free subscription to tenants that have no subscription. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/410
+
+## [0.16.3]
+
+* feat: Integrate Lemon Squeezy payment by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/402
+* feat: optimize the onboarding subscription experience. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/404
+* feat: subscription page content by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/405
+* feat: auto subscribe to free plan once signup on community version. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/406
+* chore: add default value to env variable by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/407
+* fix: absolute storage imports path. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/408
+
+## [0.16.0]
+
+* feat: add convert to invoice button on estimate drawer toolbar by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/361
+* feat(webapp): add mark as delivered to action bar of invoice details … by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/360
+* feat(webapp): Dialog to choose the bank service provider by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/378
+* feat: Categorize the bank synced transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/377
+* feat: uncategorize the cashflow transaction by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/381
+* Import resources from csv/xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/382
+* feat(webapp): import resource UI by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/386
+* fix: import resources improvements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/388
+* feat: add sample sheet to accounts and bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/389
+* fix: show the unique row value in the import preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/392
+* feat: advanced parser for numeric and boolean import values by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/394
+* feat: validate the given imported sheet whether is empty by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/395
+* feat: linking relation with id in importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/393
+* feat: Aggregate rows import by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/396
+* feat: clean up the imported temp files by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/400
+* feat: add hints to import fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/401
+
+## [0.15.0]
+
+* feat: Printing financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/363
+* feat: Convert invoice status after sending mail notification by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/332
+* feat: Bigcapital <> Plaid Integration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/346
+* fix: Broken transactions by vendor report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/369
+* fix: Optimize the print style some financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/370
+
 ## [0.14.0] - 30-01-2024

 * feat: purchases by items exporting by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/327
--- a/README.md
+++ b/README.md
@@ -1,6 +1,6 @@
 <p align="center">
  <p align="center">
-    <a href="https://bigcapital.ly" target="_blank">
+    <a href="https://bigcapital.app" target="_blank">
      <img src="https://raw.githubusercontent.com/abouolia/blog/main/public/bigcapital.svg" alt="Bigcapital" width="280" height="75">
    </a>
  </p>
@@ -25,6 +25,10 @@
      <img src="https://img.shields.io/twitter/follow/bigcapitalhq?style=social" alt="twitter" />
    </a>
  </p>
+
+  <p align="center">
+    <a href="https://my.bigcapital.app">Bigcapital Cloud</a>
+  </p>
 </p>

 # What's Bigcapital?
@@ -47,7 +51,7 @@ Bigcapital is available open-source under AGPL license. You can host it on your

 ### Docker

-To get started with self-hosted with Docker and Docker Compose, take a look at the [Docker guide](https://docs.bigcapital.ly/deployment/docker).
+To get started with self-hosted with Docker and Docker Compose, take a look at the [Docker guide](https://docs.bigcapital.app/deployment/docker).

 ## Development

@@ -70,7 +74,7 @@ You can integrate Bigcapital API with your system to organize your transactions

 # Resources

- [Documentation](https://docs.bigcapital.ly/) - Learn how to use.
+- [Documentation](https://docs.bigcapital.app/) - Learn how to use.
 - [Contribution](https://github.com/bigcapitalhq/bigcapital/blob/develop/CONTRIBUTING.md) - Welcome to any contributions.
 - [Discord](https://discord.com/invite/c8nPBJafeb) - Ask for help.
 - [Bug Tracker](https://github.com/bigcapitalhq/bigcapital/issues) - Notify us new bugs.
@@ -118,6 +122,9 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
      <td align="center" valign="top" width="14.28%"><a href="https://github.com/ANasouf"><img src="https://avatars.githubusercontent.com/u/19536487?v=4?s=100" width="100px;" alt="ANasouf"/><br /><sub><b>ANasouf</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=ANasouf" title="Code">💻</a></td>
      <td align="center" valign="top" width="14.28%"><a href="https://ragnarlaud.dev"><img src="https://avatars.githubusercontent.com/u/3042904?v=4?s=100" width="100px;" alt="Ragnar Laud"/><br /><sub><b>Ragnar Laud</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Axprnio" title="Bug reports">🐛</a></td>
      <td align="center" valign="top" width="14.28%"><a href="https://github.com/asenawritescode"><img src="https://avatars.githubusercontent.com/u/67445192?v=4?s=100" width="100px;" alt="Asena"/><br /><sub><b>Asena</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aasenawritescode" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://snyder.tech"><img src="https://avatars.githubusercontent.com/u/707567?v=4?s=100" width="100px;" alt="Ben Snyder"/><br /><sub><b>Ben Snyder</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=benpsnyder" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="http://vederis.id"><img src="https://avatars.githubusercontent.com/u/13505006?v=4?s=100" width="100px;" alt="Vederis Leunardus"/><br /><sub><b>Vederis Leunardus</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=cloudsbird" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="http://www.pivoten.com"><img src="https://avatars.githubusercontent.com/u/104120598?v=4?s=100" width="100px;" alt="Chris Cantrell"/><br /><sub><b>Chris Cantrell</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Accantrell72" title="Bug reports">🐛</a></td>
    </tr>
  </tbody>
 </table>
--- a/docker-compose.prod.yml
+++ b/docker-compose.prod.yml
@@ -21,20 +21,16 @@ services:
    depends_on:
      - server
      - webapp
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure

  webapp:
    container_name: bigcapital-webapp
-    image: ghcr.io/bigcapitalhq/webapp:latest
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    image: bigcapitalhq/webapp:latest
+    restart: on-failure

  server:
    container_name: bigcapital-server
-    image: ghcr.io/bigcapitalhq/server:latest
+    image: bigcapitalhq/server:latest
    expose:
      - '3000'
    links:
@@ -45,9 +41,7 @@ services:
      - mysql
      - mongo
      - redis
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
    environment:
      # Mail
      - MAIL_HOST=${MAIL_HOST}
@@ -92,6 +86,30 @@ services:
      - GOTENBERG_URL=${GOTENBERG_URL}
      - GOTENBERG_DOCS_URL=${GOTENBERG_DOCS_URL}

+      # Bank Sync
+      - BANKING_CONNECT=${BANKING_CONNECT}
+
+      # Plaid
+      - PLAID_ENV=${PLAID_ENV}
+      - PLAID_CLIENT_ID=${PLAID_CLIENT_ID}
+      - PLAID_SECRET_DEVELOPMENT=${PLAID_SECRET_DEVELOPMENT}
+      - PLAID_SECRET_SANDBOX=${b8cf42b441e110451e2f69ad7e1e9f}
+      - PLAID_LINK_WEBHOOK=${PLAID_LINK_WEBHOOK}
+
+      # Lemon Squeez
+      - LEMONSQUEEZY_API_KEY=${LEMONSQUEEZY_API_KEY}
+      - LEMONSQUEEZY_STORE_ID=${LEMONSQUEEZY_STORE_ID}
+      - LEMONSQUEEZY_WEBHOOK_SECRET=${LEMONSQUEEZY_WEBHOOK_SECRET}
+      - HOSTED_ON_BIGCAPITAL_CLOUD=${HOSTED_ON_BIGCAPITAL_CLOUD}
+
+      # New Relic matrics tracking.
+      - NEW_RELIC_DISTRIBUTED_TRACING_ENABLED=${NEW_RELIC_DISTRIBUTED_TRACING_ENABLED}
+      - NEW_RELIC_LOG=${NEW_RELIC_LOG}
+      - NEW_RELIC_AI_MONITORING_ENABLED=${NEW_RELIC_AI_MONITORING_ENABLED}
+      - NEW_RELIC_CUSTOM_INSIGHTS_EVENTS_MAX_SAMPLES_STORED=${NEW_RELIC_CUSTOM_INSIGHTS_EVENTS_MAX_SAMPLES_STORED}
+      - NEW_RELIC_SPAN_EVENTS_MAX_SAMPLES_STORED=${NEW_RELIC_SPAN_EVENTS_MAX_SAMPLES_STORED}
+
+
  database_migration:
    container_name: bigcapital-database-migration
    build:
@@ -111,9 +129,7 @@ services:

  mysql:
    container_name: bigcapital-mysql
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
    build:
      context: ./docker/mariadb
    environment:
@@ -128,9 +144,7 @@ services:

  mongo:
    container_name: bigcapital-mongo
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
    build: ./docker/mongo
    expose:
      - '27017'
@@ -139,9 +153,7 @@ services:

  redis:
    container_name: bigcapital-redis
-    deploy:
-      restart_policy:
-        condition: unless-stopped
+    restart: on-failure
    build:
      context: ./docker/redis
    expose:
--- a/docker/migration/Dockerfile
+++ b/docker/migration/Dockerfile
@@ -1,4 +1,4 @@
-FROM ghcr.io/bigcapitalhq/server:latest as build
+FROM bigcapitalhq/server:latest as build

 ARG DB_HOST= \
  DB_USER= \
@@ -34,7 +34,5 @@ WORKDIR /app/packages/server

 RUN git clone https://github.com/vishnubob/wait-for-it.git

-ADD docker/migration/start.sh /
-RUN chmod +x /start.sh
-
-CMD ["/start.sh"]
+# Once we listen the mysql port run the migration task.
+CMD ./wait-for-it/wait-for-it.sh mysql:3306 -- sh -c "node ./build/commands.js system:migrate:latest && node ./build/commands.js tenants:migrate:latest"
--- a/docker/migration/start.sh
+++ b/docker/migration/start.sh
@@ -1,5 +0,0 @@
-# Migrate the master system database.
-./wait-for-it/wait-for-it.sh mysql:3306 -- node ./build/commands.js system:migrate:latest
-
-# Migrate all tenants.
-./wait-for-it/wait-for-it.sh mysql:3306 -- node ./build/commands.js tenants:migrate:latest
--- a/lerna.json
+++ b/lerna.json
@@ -2,6 +2,7 @@
  "$schema": "node_modules/lerna/schemas/lerna-schema.json",
  "version": "independent",
  "npmClient": "pnpm",
-  "useWorkspaces": true,
-  "packages": ["packages/*"]
-}
+  "packages": [
+    "packages/*"
+  ]
+}
--- a/package.json
+++ b/package.json
@@ -19,7 +19,8 @@
    "@faker-js/faker": "^8.0.2",
    "@playwright/test": "^1.32.3",
    "husky": "^8.0.3",
-    "lerna": "^6.4.1"
+    "lerna": "^8.1.2",
+    "pnpm": "^9.0.5"
  },
  "engines": {
    "node": "16.x || 17.x || 18.x"
--- a/packages/server/.gitignore
+++ b/packages/server/.gitignore
@@ -3,3 +3,6 @@
 stdout.log
 /dist
 /build
+/public/imports
+
+dist
--- a/packages/server/Dockerfile
+++ b/packages/server/Dockerfile
@@ -78,6 +78,9 @@ ENV MAIL_HOST=$MAIL_HOST \
  SIGNUP_ALLOWED_DOMAINS=$SIGNUP_ALLOWED_DOMAINS \
  SIGNUP_ALLOWED_EMAILS=$SIGNUP_ALLOWED_EMAILS

+# New Relic config file.
+ENV NEW_RELIC_NO_CONFIG_FILE=true
+
 # Create app directory.
 WORKDIR /app

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

 # Install application dependencies
--- a/packages/server/newrelic_agent.log
+++ b/packages/server/newrelic_agent.log
@@ -0,0 +1,24 @@
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4846,"time":"2024-05-15T09:09:09.492Z","msg":"Unable to find configuration file. If a configuration file is desired (common for non-containerized environments), a base configuration file can be copied from /Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/newrelic.js and renamed to \"newrelic.js\" in the directory from which you will start your application. Attempting to start agent using environment variables."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4846,"time":"2024-05-15T09:09:09.514Z","msg":"Using New Relic for Node.js. Agent version: 11.16.0; Node version: v18.18.2."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4846,"time":"2024-05-15T09:09:09.791Z","msg":"Using AsyncLocalContextManager"}
+{"v":0,"level":50,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4846,"time":"2024-05-15T09:09:09.793Z","msg":"New Relic for Node.js was unable to bootstrap itself due to an error:","stack":"Error: New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!\n    at createAgent (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:160:11)\n    at initialize (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:105:15)\n    at Object.<anonymous> (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:39:3)\n    at Module._compile (node:internal/modules/cjs/loader:1256:14)\n    at Module._extensions..js (node:internal/modules/cjs/loader:1310:10)\n    at Module.load (node:internal/modules/cjs/loader:1119:32)\n    at Module._load (node:internal/modules/cjs/loader:960:12)\n    at Module.require (node:internal/modules/cjs/loader:1143:19)\n    at require (node:internal/modules/cjs/helpers:119:18)\n    at Object.newrelic (/Users/ahmedbouhuolia/repos/bigcapital/packages/server/build/index.js:15954:18)","message":"New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!"}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4883,"time":"2024-05-15T09:09:27.758Z","msg":"Unable to find configuration file. If a configuration file is desired (common for non-containerized environments), a base configuration file can be copied from /Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/newrelic.js and renamed to \"newrelic.js\" in the directory from which you will start your application. Attempting to start agent using environment variables."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4883,"time":"2024-05-15T09:09:27.771Z","msg":"Using New Relic for Node.js. Agent version: 11.16.0; Node version: v18.18.2."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4883,"time":"2024-05-15T09:09:27.927Z","msg":"Using AsyncLocalContextManager"}
+{"v":0,"level":50,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":4883,"time":"2024-05-15T09:09:27.929Z","msg":"New Relic for Node.js was unable to bootstrap itself due to an error:","stack":"Error: New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!\n    at createAgent (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:160:11)\n    at initialize (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:105:15)\n    at Object.<anonymous> (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:39:3)\n    at Module._compile (node:internal/modules/cjs/loader:1256:14)\n    at Module._extensions..js (node:internal/modules/cjs/loader:1310:10)\n    at Module.load (node:internal/modules/cjs/loader:1119:32)\n    at Module._load (node:internal/modules/cjs/loader:960:12)\n    at Module.require (node:internal/modules/cjs/loader:1143:19)\n    at require (node:internal/modules/cjs/helpers:119:18)\n    at Object.newrelic (/Users/ahmedbouhuolia/repos/bigcapital/packages/server/build/index.js:15954:18)","message":"New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!"}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":5411,"time":"2024-05-15T09:15:10.318Z","msg":"Unable to find configuration file. If a configuration file is desired (common for non-containerized environments), a base configuration file can be copied from /Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/newrelic.js and renamed to \"newrelic.js\" in the directory from which you will start your application. Attempting to start agent using environment variables."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":5411,"time":"2024-05-15T09:15:10.326Z","msg":"Using New Relic for Node.js. Agent version: 11.16.0; Node version: v18.18.2."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":5411,"time":"2024-05-15T09:15:10.420Z","msg":"Using AsyncLocalContextManager"}
+{"v":0,"level":50,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":5411,"time":"2024-05-15T09:15:10.421Z","msg":"New Relic for Node.js was unable to bootstrap itself due to an error:","stack":"Error: New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!\n    at createAgent (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:160:11)\n    at initialize (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:105:15)\n    at Object.<anonymous> (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:39:3)\n    at Module._compile (node:internal/modules/cjs/loader:1256:14)\n    at Module._extensions..js (node:internal/modules/cjs/loader:1310:10)\n    at Module.load (node:internal/modules/cjs/loader:1119:32)\n    at Module._load (node:internal/modules/cjs/loader:960:12)\n    at Module.require (node:internal/modules/cjs/loader:1143:19)\n    at require (node:internal/modules/cjs/helpers:119:18)\n    at Object.newrelic (/Users/ahmedbouhuolia/repos/bigcapital/packages/server/build/index.js:15954:18)","message":"New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!"}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":8856,"time":"2024-05-15T11:47:03.324Z","msg":"Unable to find configuration file. If a configuration file is desired (common for non-containerized environments), a base configuration file can be copied from /Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/newrelic.js and renamed to \"newrelic.js\" in the directory from which you will start your application. Attempting to start agent using environment variables."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":8856,"time":"2024-05-15T11:47:03.335Z","msg":"Using New Relic for Node.js. Agent version: 11.16.0; Node version: v18.18.2."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":8856,"time":"2024-05-15T11:47:03.504Z","msg":"Using AsyncLocalContextManager"}
+{"v":0,"level":50,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":8856,"time":"2024-05-15T11:47:03.505Z","msg":"New Relic for Node.js was unable to bootstrap itself due to an error:","stack":"Error: New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!\n    at createAgent (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:160:11)\n    at initialize (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:105:15)\n    at Object.<anonymous> (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:39:3)\n    at Module._compile (node:internal/modules/cjs/loader:1256:14)\n    at Module._extensions..js (node:internal/modules/cjs/loader:1310:10)\n    at Module.load (node:internal/modules/cjs/loader:1119:32)\n    at Module._load (node:internal/modules/cjs/loader:960:12)\n    at Module.require (node:internal/modules/cjs/loader:1143:19)\n    at require (node:internal/modules/cjs/helpers:119:18)\n    at Object.newrelic (/Users/ahmedbouhuolia/repos/bigcapital/packages/server/build/index.js:15954:18)","message":"New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!"}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":12076,"time":"2024-05-15T14:30:36.984Z","msg":"Unable to find configuration file. If a configuration file is desired (common for non-containerized environments), a base configuration file can be copied from /Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/newrelic.js and renamed to \"newrelic.js\" in the directory from which you will start your application. Attempting to start agent using environment variables."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":12076,"time":"2024-05-15T14:30:36.990Z","msg":"Using New Relic for Node.js. Agent version: 11.16.0; Node version: v18.18.2."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":12076,"time":"2024-05-15T14:30:37.126Z","msg":"Using AsyncLocalContextManager"}
+{"v":0,"level":50,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":12076,"time":"2024-05-15T14:30:37.127Z","msg":"New Relic for Node.js was unable to bootstrap itself due to an error:","stack":"Error: New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!\n    at createAgent (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:160:11)\n    at initialize (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:105:15)\n    at Object.<anonymous> (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:39:3)\n    at Module._compile (node:internal/modules/cjs/loader:1256:14)\n    at Module._extensions..js (node:internal/modules/cjs/loader:1310:10)\n    at Module.load (node:internal/modules/cjs/loader:1119:32)\n    at Module._load (node:internal/modules/cjs/loader:960:12)\n    at Module.require (node:internal/modules/cjs/loader:1143:19)\n    at require (node:internal/modules/cjs/helpers:119:18)\n    at Object.newrelic (/Users/ahmedbouhuolia/repos/bigcapital/packages/server/build/index.js:15954:18)","message":"New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!"}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":29079,"time":"2024-05-17T10:24:22.393Z","msg":"Unable to find configuration file. If a configuration file is desired (common for non-containerized environments), a base configuration file can be copied from /Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/newrelic.js and renamed to \"newrelic.js\" in the directory from which you will start your application. Attempting to start agent using environment variables."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":29079,"time":"2024-05-17T10:24:22.405Z","msg":"Using New Relic for Node.js. Agent version: 11.16.0; Node version: v18.18.2."}
+{"v":0,"level":30,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":29079,"time":"2024-05-17T10:24:22.536Z","msg":"Using AsyncLocalContextManager"}
+{"v":0,"level":50,"name":"newrelic","hostname":"Ahmeds-MacBook-Air.local","pid":29079,"time":"2024-05-17T10:24:22.537Z","msg":"New Relic for Node.js was unable to bootstrap itself due to an error:","stack":"Error: New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!\n    at createAgent (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:160:11)\n    at initialize (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:105:15)\n    at Object.<anonymous> (/Users/ahmedbouhuolia/repos/bigcapital/node_modules/.pnpm/newrelic@11.16.0/node_modules/newrelic/index.js:39:3)\n    at Module._compile (node:internal/modules/cjs/loader:1256:14)\n    at Module._extensions..js (node:internal/modules/cjs/loader:1310:10)\n    at Module.load (node:internal/modules/cjs/loader:1119:32)\n    at Module._load (node:internal/modules/cjs/loader:960:12)\n    at Module.require (node:internal/modules/cjs/loader:1143:19)\n    at require (node:internal/modules/cjs/helpers:119:18)\n    at Object.newrelic (/Users/ahmedbouhuolia/repos/bigcapital/packages/server/build/index.js:15954:18)","message":"New Relic requires that you name this application!\nSet app_name in your newrelic.js or newrelic.cjs file or set environment variable\nNEW_RELIC_APP_NAME. Not starting!"}
--- a/packages/server/package-lock.json
+++ b/packages/server/package-lock.json
--- a/packages/server/package.json
+++ b/packages/server/package.json
@@ -20,11 +20,14 @@
    "bigcapital": "./bin/bigcapital.js"
  },
  "dependencies": {
+    "@aws-sdk/client-s3": "^3.576.0",
    "@casl/ability": "^5.4.3",
    "@hapi/boom": "^7.4.3",
+    "@lemonsqueezy/lemonsqueezy.js": "^2.2.0",
    "@types/i18n": "^0.8.7",
    "@types/knex": "^0.16.1",
    "@types/mathjs": "^6.0.12",
+    "@types/yup": "^0.29.13",
    "accepts": "^1.3.7",
    "accounting": "^0.4.1",
    "agenda": "^4.2.1",
@@ -53,7 +56,6 @@
    "express": "^4.17.1",
    "express-basic-auth": "^1.2.0",
    "express-boom": "^3.0.0",
-    "express-fileupload": "^1.1.7-alpha.3",
    "express-oauth-server": "^2.0.0",
    "express-validator": "^6.12.2",
    "form-data": "^4.0.0",
@@ -77,9 +79,11 @@
    "moment-timezone": "^0.5.43",
    "mongodb": "^6.1.0",
    "mongoose": "^5.10.0",
+    "multer": "1.4.5-lts.1",
    "mustache": "^3.0.3",
    "mysql": "^2.17.1",
    "mysql2": "^1.6.5",
+    "newrelic": "^11.15.0",
    "node-cache": "^4.2.1",
    "nodemailer": "^6.3.0",
    "nodemon": "^1.19.1",
@@ -88,6 +92,7 @@
    "objection-filter": "^4.0.1",
    "objection-soft-delete": "^1.0.7",
    "objection-unique": "^1.2.2",
+    "plaid": "^10.3.0",
    "pluralize": "^8.0.0",
    "pug": "^3.0.2",
    "puppeteer": "^10.2.0",
@@ -96,6 +101,7 @@
    "rate-limiter-flexible": "^2.1.14",
    "reflect-metadata": "^0.1.13",
    "rtl-detect": "^1.0.4",
+    "socket.io": "^4.7.4",
    "source-map-loader": "^4.0.1",
    "tmp-promise": "^3.0.3",
    "ts-transformer-keys": "^0.4.2",
@@ -103,7 +109,8 @@
    "typedi": "^0.8.0",
    "uniqid": "^5.2.0",
    "winston": "^3.2.1",
-    "xlsx": "^0.18.5"
+    "xlsx": "^0.18.5",
+    "yup": "^0.28.1"
  },
  "devDependencies": {
    "@types/lodash": "^4.14.158",
--- a/packages/server/public/.DS_Store
+++ b/packages/server/public/.DS_Store
--- a/packages/server/public/imports/.DS_Store
+++ b/packages/server/public/imports/.DS_Store
--- a/packages/server/resources/locales/ar.json
+++ b/packages/server/resources/locales/ar.json
@@ -242,7 +242,7 @@
  "account.field.normal.credit": "دائن",
  "account.field.normal.debit": "مدين",
  "account.field.type": "نوع الحساب",
-  "account.field.active": "Activity",
+  "account.field.active": "Active",
  "account.field.balance": "الرصيد",
  "account.field.created_at": "أنشئت في",
  "item.field.type": "نوع الصنف",
--- a/packages/server/resources/locales/en.json
+++ b/packages/server/resources/locales/en.json
@@ -241,28 +241,32 @@
  "account.field.normal.credit": "Credit",
  "account.field.normal.debit": "Debit",
  "account.field.type": "Type",
-  "account.field.active": "Activity",
+  "account.field.active": "Active",
+  "account.field.currency": "Currency",
  "account.field.balance": "Balance",
+  "account.field.bank_balance": "Bank Balance",
+  "account.field.parent_account": "Parent Account",
  "account.field.created_at": "Created at",
-  "item.field.type": "Item type",
+  "item.field.type": "Item Type",
  "item.field.type.inventory": "Inventory",
  "item.field.type.service": "Service",
-  "item.field.type.non-inventory": "Non inventory",
-  "item.field.name": "Name",
-  "item.field.code": "Code",
+  "item.field.type.non-inventory": "Non Inventory",
+  "item.field.name": "Item Name",
+  "item.field.code": "Item Code",
  "item.field.sellable": "Sellable",
  "item.field.purchasable": "Purchasable",
-  "item.field.cost_price": "Cost price",
-  "item.field.cost_account": "Cost account",
-  "item.field.sell_account": "Sell account",
-  "item.field.sell_description": "Sell description",
-  "item.field.inventory_account": "Inventory account",
-  "item.field.purchase_description": "Purchase description",
-  "item.field.quantity_on_hand": "Quantity on hand",
+  "item.field.cost_price": "Cost Price",
+  "item.field.sell_price": "Sell Price",
+  "item.field.cost_account": "Cost Account",
+  "item.field.sell_account": "Sell Account",
+  "item.field.sell_description": "Sell Description",
+  "item.field.inventory_account": "Inventory Account",
+  "item.field.purchase_description": "Purchase Description",
+  "item.field.quantity_on_hand": "Quantity on Hand",
  "item.field.note": "Note",
  "item.field.category": "Category",
  "item.field.active": "Active",
-  "item.field.created_at": "Created at",
+  "item.field.created_at": "Created At",
  "item_category.field.name": "Name",
  "item_category.field.description": "Description",
  "item_category.field.count": "Count",
@@ -275,8 +279,14 @@
  "invoice.field.invoice_message": "Invoice message",
  "invoice.field.terms_conditions": "Terms & conditions",
  "invoice.field.amount": "Amount",
+  "invoice.field.exchange_rate": "Exchange Rate",
  "invoice.field.payment_amount": "Payment amount",
  "invoice.field.due_amount": "Due amount",
+  "invoice.field.delivered": "Delivered",
+  "invoice.field.item_name": "Item Name",
+  "invoice.field.rate": "Rate",
+  "invoice.field.quantity": "Quantity",
+  "invoice.field.description": "Description",
  "invoice.field.status": "Status",
  "invoice.field.status.paid": "Paid",
  "invoice.field.status.partially-paid": "Partially paid",
@@ -285,6 +295,8 @@
  "invoice.field.status.delivered": "Delivered",
  "invoice.field.status.draft": "Draft",
  "invoice.field.created_at": "Created at",
+  "invoice.field.currency": "Currency",
+  "invoice.field.entries": "Entries",
  "estimate.field.amount": "Amount",
  "estimate.field.estimate_number": "Estimate number",
  "estimate.field.customer": "Customer",
@@ -299,22 +311,31 @@
  "estimate.field.status.approved": "Approved",
  "estimate.field.status.draft": "Draft",
  "estimate.field.created_at": "Created at",
-  "payment_receive.field.customer": "Customer",
-  "payment_receive.field.payment_date": "Payment date",
  "payment_receive.field.amount": "Amount",
-  "payment_receive.field.reference_no": "Reference No.",
-  "payment_receive.field.deposit_account": "Deposit account",
  "payment_receive.field.payment_receive_no": "Payment receive No.",
  "payment_receive.field.statement": "Statement",
  "payment_receive.field.created_at": "Created at",
+  "payment_receive.field.customer": "Customer",
+  "payment_receive.field.exchange_rate": "Exchange Rate",
+  "payment_receive.field.payment_date": "Payment Date",
+  "payment_receive.field.reference_no": "Reference No.",
+  "payment_receive.field.deposit_account": "Deposit Account",
+  "payment_receive.field.entries": "Entries",
+  "payment_receive.field.invoice": "Invoice",
+  "payment_receive.field.entries.payment_amount": "Payment Amount",
  "bill_payment.field.vendor": "Vendor",
  "bill_payment.field.amount": "Amount",
-  "bill_payment.field.due_amount": "Due amount",
-  "bill_payment.field.payment_account": "Payment account",
-  "bill_payment.field.payment_number": "Payment number",
-  "bill_payment.field.payment_date": "Payment date",
+  "bill_payment.field.due_amount": "Due Amount",
+  "bill_payment.field.payment_account": "Payment Account",
+  "bill_payment.field.payment_number": "Payment No.",
+  "bill_payment.field.payment_date": "Payment Date",
  "bill_payment.field.reference_no": "Reference No.",
  "bill_payment.field.description": "Description",
+  "bill_payment.field.exchange_rate": "Exchange Rate",
+  "bill_payment.field.note": "Note",
+  "bill_payment.field.entries.bill": "Bill No.",
+  "bill_payment.field.entries.payment_amount": "Payment Amount",
+  "bill_payment.field.reference": "Reference No.",
  "bill_payment.field.created_at": "Created at",
  "bill.field.vendor": "Vendor",
  "bill.field.bill_number": "Bill number",
@@ -342,22 +363,30 @@
  "inventory_adjustment.field.description": "Description",
  "inventory_adjustment.field.published_at": "Published at",
  "inventory_adjustment.field.created_at": "Created at",
-  "expense.field.payment_date": "Payment date",
-  "expense.field.payment_account": "Payment account",
+  "expense.field.payment_date": "Payment Date",
+  "expense.field.payment_account": "Payment Account",
  "expense.field.amount": "Amount",
+  "expense.field.currency_code": "Currency",
+  "expense.field.exchange_rate": "Exchange Rate", 
  "expense.field.reference_no": "Reference No.",
  "expense.field.description": "Description",
+  "expense.field.line_description": "Line Description",
  "expense.field.published": "Published",
+  "expense.field.categories": "Categories",
+  "expense.field.expense_account": "Expense Account",
+  "expense.field.publish": "Publish",
  "expense.field.status": "Status",
  "expense.field.status.draft": "Draft",
  "expense.field.status.published": "Published",
  "expense.field.created_at": "Created at",
  "manual_journal.field.date": "Date",
-  "manual_journal.field.journal_number": "Journal number",
+  "manual_journal.field.journal_number": "Journal No.",
  "manual_journal.field.reference": "Reference No.",
-  "manual_journal.field.journal_type": "Journal type",
+  "manual_journal.field.journal_type": "Journal Type",
  "manual_journal.field.amount": "Amount",
  "manual_journal.field.description": "Description",
+  "manual_journal.field.currency": "Currency",
+  "manual_journal.field.exchange_rate": "Exchange Rate",
  "manual_journal.field.status": "Status",
  "manual_journal.field.created_at": "Created at",
  "receipt.field.amount": "Amount",
@@ -376,8 +405,8 @@
  "customer.field.last_name": "Last name",
  "customer.field.display_name": "Display name",
  "customer.field.email": "Email",
-  "customer.field.work_phone": "Work phone",
-  "customer.field.personal_phone": "Personal phone",
+  "customer.field.work_phone": "Work Phone Number",
+  "customer.field.personal_phone": "Personal Phone Number",
  "customer.field.company_name": "Company name",
  "customer.field.website": "Website",
  "customer.field.opening_balance_at": "Opening balance at",
@@ -385,7 +414,7 @@
  "customer.field.created_at": "Created at",
  "customer.field.balance": "Balance",
  "customer.field.status": "Status",
-  "customer.field.currency": "Curreny",
+  "customer.field.currency": "Currency",
  "customer.field.status.active": "Active",
  "customer.field.status.inactive": "Inactive",
  "customer.field.status.overdue": "Overdue",
@@ -394,8 +423,8 @@
  "vendor.field.last_name": "Last name",
  "vendor.field.display_name": "Display name",
  "vendor.field.email": "Email",
-  "vendor.field.work_phone": "Work phone",
-  "vendor.field.personal_phone": "Personal phone",
+  "vendor.field.work_phone": "Work Phone Number",
+  "vendor.field.personal_phone": "Personal Phone Number",
  "vendor.field.company_name": "Company name",
  "vendor.field.website": "Website",
  "vendor.field.opening_balance_at": "Opening balance at",
@@ -403,13 +432,16 @@
  "vendor.field.created_at": "Created at",
  "vendor.field.balance": "Balance",
  "vendor.field.status": "Status",
-  "vendor.field.currency": "Curreny",
+  "vendor.field.note": "Note",
+  "vendor.field.currency": "Currency",
  "vendor.field.status.active": "Active",
  "vendor.field.status.inactive": "Inactive",
  "vendor.field.status.overdue": "Overdue",
  "vendor.field.status.unpaid": "Unpaid",
  "Invoice write-off": "Invoice write-off",

+  
+
  "transaction_type.credit_note": "Credit note",
  "transaction_type.refund_credit_note": "Refund credit note",
  "transaction_type.vendor_credit": "Vendor credit",
--- a/packages/server/resources/scss/modules/financial-sheet.scss
+++ b/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;
+}
--- a/packages/server/resources/views/modules/financial-sheet.pug
+++ b/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
--- a/packages/server/scripts/gulpConfig.js
+++ b/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',
-    //     dest: './assets/css',
-    //     sourcemaps: true,
-    //     minify: true,
-    //   },
+      {
+        src: `${RESOURCES_PATH}/scss/modules/financial-sheet.scss`,
+        dest: `${RESOURCES_PATH}/css/modules`,
+      },
    ],
    // 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.
--- a/packages/server/src/api/controllers/Accounts.ts
+++ b/packages/server/src/api/controllers/Accounts.ts
@@ -27,7 +27,7 @@ export default class AccountsController extends BaseController {
  /**
   * Router constructor method.
   */
-  router() {
+  public router() {
    const router = Router();

    router.get(
@@ -98,7 +98,7 @@ export default class AccountsController extends BaseController {
  /**
   * Create account DTO Schema validation.
   */
-  get createAccountDTOSchema() {
+  private get createAccountDTOSchema() {
    return [
      check('name')
        .exists()
@@ -131,7 +131,7 @@ export default class AccountsController extends BaseController {
  /**
   * Account DTO Schema validation.
   */
-  get editAccountDTOSchema() {
+  private get editAccountDTOSchema() {
    return [
      check('name')
        .exists()
@@ -160,14 +160,14 @@ export default class AccountsController extends BaseController {
    ];
  }

-  get accountParamSchema() {
+  private get accountParamSchema() {
    return [param('id').exists().isNumeric().toInt()];
  }

  /**
   * Accounts list validation schema.
   */
-  get accountsListSchema() {
+  private get accountsListSchema() {
    return [
      query('view_slug').optional({ nullable: true }).isString().trim(),
      query('stringified_filter_roles').optional().isJSON(),
--- a/packages/server/src/api/controllers/AttachmentsController.ts
+++ b/packages/server/src/api/controllers/AttachmentsController.ts
@@ -0,0 +1,35 @@
+import { Service, Inject } from 'typedi';
+import { Router, Response } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { Request } from 'express-validator/src/base';
+import { AttachmentsApplication } from '@/services/Attachments/AttachmentsApplication';
+
+@Service()
+export class AttachmentsController extends BaseController {
+  @Inject()
+  private attachmentsApplication: AttachmentsApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.delete('/:id', this.deleteAttachment.bind(this));
+    router.post('/', this.uploadAttachment.bind(this));
+
+    return router;
+  }
+
+  private async uploadAttachment(req: Request, res: Response, next: Function) {
+    try {
+      await this.attachmentsApplication.upload();
+
+      return res.status(200).send({});
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  private deleteAttachment(req: Request, res: Response, next: Function) {}
+}
--- a/packages/server/src/api/controllers/Authentication.ts
+++ b/packages/server/src/api/controllers/Authentication.ts
@@ -9,6 +9,8 @@ import { DATATYPES_LENGTH } from '@/data/DataTypes';
 import LoginThrottlerMiddleware from '@/api/middleware/LoginThrottlerMiddleware';
 import AuthenticationApplication from '@/services/Authentication/AuthApplication';

+import JWTAuth from '@/api/middleware/jwtAuth';
+import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
@Service()
 export default class AuthenticationController extends BaseController {
  @Inject()
@@ -28,6 +30,20 @@ export default class AuthenticationController extends BaseController {
      asyncMiddleware(this.login.bind(this)),
      this.handlerErrors
    );
+    router.use('/register/verify/resend', JWTAuth);
+    router.use('/register/verify/resend', AttachCurrentTenantUser);
+    router.post(
+      '/register/verify/resend',
+      asyncMiddleware(this.registerVerifyResendMail.bind(this)),
+      this.handlerErrors
+    );
+    router.post(
+      '/register/verify',
+      this.signupVerifySchema,
+      this.validationResult,
+      asyncMiddleware(this.registerVerify.bind(this)),
+      this.handlerErrors
+    );
    router.post(
      '/register',
      this.registerSchema,
@@ -99,6 +115,17 @@ export default class AuthenticationController extends BaseController {
    ];
  }

+  private get signupVerifySchema(): ValidationChain[] {
+    return [
+      check('email')
+        .exists()
+        .isString()
+        .isEmail()
+        .isLength({ max: DATATYPES_LENGTH.STRING }),
+      check('token').exists().isString(),
+    ];
+  }
+
  /**
   * Reset password schema.
   * @returns {ValidationChain[]}
@@ -166,6 +193,58 @@ export default class AuthenticationController extends BaseController {
    }
  }

+  /**
+   * Verifies the provider user's email after signin-up.
+   * @param {Request} req
+   * @param {Response}| res
+   * @param {Function} next
+   * @returns {Response|void}
+   */
+  private async registerVerify(req: Request, res: Response, next: Function) {
+    const signUpVerifyDTO: { email: string; token: string } =
+      this.matchedBodyData(req);
+
+    try {
+      const user = await this.authApplication.signUpConfirm(
+        signUpVerifyDTO.email,
+        signUpVerifyDTO.token
+      );
+      return res.status(200).send({
+        type: 'success',
+        message: 'The given user has verified successfully',
+        user,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Resends the confirmation email to the user.
+   * @param {Request} req
+   * @param {Response}| res
+   * @param {Function} next
+   */
+  private async registerVerifyResendMail(
+    req: Request,
+    res: Response,
+    next: Function
+  ) {
+    const { user } = req;
+
+    try {
+      const data = await this.authApplication.signUpConfirmResend(user.id);
+
+      return res.status(200).send({
+        type: 'success',
+        message: 'The given user has verified successfully',
+        data,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
  /**
   * Send reset password handler
   * @param {Request} req
--- a/packages/server/src/api/controllers/Banking/BankingController.ts
+++ b/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;
+  }
+}
--- a/packages/server/src/api/controllers/Banking/PlaidBankingController.ts
+++ b/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({});
+  }
+}
--- a/packages/server/src/api/controllers/Cashflow/CashflowController.ts
+++ b/packages/server/src/api/controllers/Cashflow/CashflowController.ts
@@ -13,9 +13,9 @@ export default class CashflowController {
  router() {
    const router = Router();

+    router.use(Container.get(CommandCashflowTransaction).router());
    router.use(Container.get(GetCashflowTransaction).router());
    router.use(Container.get(GetCashflowAccounts).router());
-    router.use(Container.get(CommandCashflowTransaction).router());
    router.use(Container.get(DeleteCashflowTransaction).router());

    return router;
--- a/packages/server/src/api/controllers/Cashflow/DeleteCashflowTransaction.ts
+++ b/packages/server/src/api/controllers/Cashflow/DeleteCashflowTransaction.ts
@@ -3,14 +3,15 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import DeleteCashflowTransactionService from '../../../services/Cashflow/DeleteCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';

@Service()
-export default class DeleteCashflowTransaction extends BaseController {
+export default class DeleteCashflowTransactionController extends BaseController {
  @Inject()
-  deleteCashflowService: DeleteCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;

  /**
   * Controller router.
@@ -44,7 +45,7 @@ export default class DeleteCashflowTransaction extends BaseController {

    try {
      const { oldCashflowTransaction } =
-        await this.deleteCashflowService.deleteCashflowTransaction(
+        await this.cashflowApplication.deleteTransaction(
          tenantId,
          transactionId
        );
@@ -92,6 +93,19 @@ export default class DeleteCashflowTransaction extends BaseController {
          ],
        });
      }
+      if (
+        error.errorType ===
+        'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED'
+      ) {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED',
+              code: 4100,
+            },
+          ],
+        });
+      }
    }
    next(error);
  }
--- a/packages/server/src/api/controllers/Cashflow/GetCashflowAccounts.ts
+++ b/packages/server/src/api/controllers/Cashflow/GetCashflowAccounts.ts
@@ -1,20 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param, query } from 'express-validator';
-import GetCashflowAccountsService from '@/services/Cashflow/GetCashflowAccountsService';
+import { query } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';

@Service()
 export default class GetCashflowAccounts extends BaseController {
  @Inject()
-  getCashflowAccountsService: GetCashflowAccountsService;
-
-  @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;

  /**
   * Controller router.
@@ -62,10 +58,7 @@ export default class GetCashflowAccounts extends BaseController {

    try {
      const cashflowAccounts =
-        await this.getCashflowAccountsService.getCashflowAccounts(
-          tenantId,
-          filter
-        );
+        await this.cashflowApplication.getCashflowAccounts(tenantId, filter);

      return res.status(200).send({
        cashflow_accounts: this.transfromToResponse(cashflowAccounts),
--- a/packages/server/src/api/controllers/Cashflow/GetCashflowTransaction.ts
+++ b/packages/server/src/api/controllers/Cashflow/GetCashflowTransaction.ts
@@ -2,15 +2,15 @@ import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';

@Service()
 export default class GetCashflowAccounts extends BaseController {
  @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;

  /**
   * Controller router.
@@ -43,11 +43,10 @@ export default class GetCashflowAccounts extends BaseController {
    const { transactionId } = req.params;

    try {
-      const cashflowTransaction =
-        await this.getCashflowTransactionsService.getCashflowTransaction(
-          tenantId,
-          transactionId
-        );
+      const cashflowTransaction = await this.cashflowApplication.getTransaction(
+        tenantId,
+        transactionId
+      );

      return res.status(200).send({
        cashflow_transaction: this.transfromToResponse(cashflowTransaction),
--- a/packages/server/src/api/controllers/Cashflow/NewCashflowTransaction.ts
+++ b/packages/server/src/api/controllers/Cashflow/NewCashflowTransaction.ts
@@ -1,16 +1,16 @@
 import { Service, Inject } from 'typedi';
-import { check } from 'express-validator';
+import { ValidationChain, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';

@Service()
 export default class NewCashflowTransactionController extends BaseController {
  @Inject()
-  private newCashflowTranscationService: NewCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;

  /**
   * Router constructor.
@@ -18,6 +18,18 @@ export default class NewCashflowTransactionController extends BaseController {
  public router() {
    const router = Router();

+    router.get(
+      '/transactions/uncategorized/:id',
+      this.asyncMiddleware(this.getUncategorizedCashflowTransaction),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/transactions/:id/uncategorized',
+      this.getUncategorizedTransactionsValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.getUncategorizedCashflowTransactions),
+      this.catchServiceErrors
+    );
    router.post(
      '/transactions',
      CheckPolicies(CashflowAction.Create, AbilitySubject.Cashflow),
@@ -26,13 +38,72 @@ export default class NewCashflowTransactionController extends BaseController {
      this.asyncMiddleware(this.newCashflowTransaction),
      this.catchServiceErrors
    );
+    router.post(
+      '/transactions/:id/uncategorize',
+      this.revertCategorizedCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transactions/:id/categorize',
+      this.categorizeCashflowTransactionValidationSchema,
+      this.validationResult,
+      this.categorizeCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transaction/:id/categorize/expense',
+      this.categorizeAsExpenseValidationSchema,
+      this.validationResult,
+      this.categorizesCashflowTransactionAsExpense,
+      this.catchServiceErrors
+    );
    return router;
  }

+  /**
+   * Getting uncategorized transactions validation schema.
+   * @returns {ValidationChain}
+   */
+  public get getUncategorizedTransactionsValidationSchema() {
+    return [
+      param('id').exists().isNumeric().toInt(),
+      query('page').optional().isNumeric().toInt(),
+      query('page_size').optional().isNumeric().toInt(),
+    ];
+  }
+
+  /**
+   * Categorize as expense validation schema.
+   */
+  public get categorizeAsExpenseValidationSchema() {
+    return [
+      check('expense_account_id').exists(),
+      check('date').isISO8601().exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+    ];
+  }
+
+  /**
+   * Categorize cashflow tranasction validation schema.
+   */
+  public get categorizeCashflowTransactionValidationSchema() {
+    return [
+      check('date').exists().isISO8601().toDate(),
+      check('credit_account_id').exists().isInt().toInt(),
+      check('transaction_number').optional(),
+      check('transaction_type').exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+      check('description').optional(),
+      check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
+    ];
+  }
+
  /**
   * New cashflow transaction validation schema.
   */
-  get newTransactionValidationSchema() {
+  public get newTransactionValidationSchema() {
    return [
      check('date').exists().isISO8601().toDate(),
      check('reference_no').optional({ nullable: true }).trim().escape(),
@@ -48,9 +119,7 @@ export default class NewCashflowTransactionController extends BaseController {
      check('credit_account_id').exists().isInt().toInt(),

      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
-
      check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
-
      check('publish').default(false).isBoolean().toBoolean(),
    ];
  }
@@ -70,13 +139,12 @@ export default class NewCashflowTransactionController extends BaseController {
    const ownerContributionDTO = this.matchedBodyData(req);

    try {
-      const { cashflowTransaction } =
-        await this.newCashflowTranscationService.newCashflowTransaction(
+      const cashflowTransaction =
+        await this.cashflowApplication.createTransaction(
          tenantId,
          ownerContributionDTO,
          userId
        );
-
      return res.status(200).send({
        id: cashflowTransaction.id,
        message: 'New cashflow transaction has been created successfully.',
@@ -86,11 +154,147 @@ export default class NewCashflowTransactionController extends BaseController {
    }
  };

+  /**
+   * Revert the categorized cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private revertCategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.uncategorizeTransaction(
+        tenantId,
+        cashflowTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizeCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeTransaction(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the transaction as expense transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizesCashflowTransactionAsExpense = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeAsExpense(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: transactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransactions = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: accountId } = req.params;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransactions(
+        tenantId,
+        accountId,
+        query
+      );
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  };
+
  /**
   * Handle the service errors.
   * @param error
-   * @param req
-   * @param res
+   * @param {Request} req
+   * @param {res
   * @param next
   * @returns
   */
@@ -140,6 +344,16 @@ export default class NewCashflowTransactionController extends BaseController {
          ],
        });
      }
+      if (error.errorType === 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
+              code: 4100,
+            },
+          ],
+        });
+      }
    }
    next(error);
  }
--- a/packages/server/src/api/controllers/Contacts/Customers.ts
+++ b/packages/server/src/api/controllers/Contacts/Customers.ts
@@ -160,10 +160,8 @@ export default class CustomersController extends ContactsController {
    try {
      const contact = await this.customersApplication.createCustomer(
        tenantId,
-        contactDTO,
-        user
+        contactDTO
      );
-
      return res.status(200).send({
        id: contact.id,
        message: 'The customer has been created successfully.',
--- a/packages/server/src/api/controllers/Contacts/Vendors.ts
+++ b/packages/server/src/api/controllers/Contacts/Vendors.ts
@@ -144,10 +144,8 @@ export default class VendorsController extends ContactsController {
    try {
      const vendor = await this.vendorsApplication.createVendor(
        tenantId,
-        contactDTO,
-        user
+        contactDTO
      );
-
      return res.status(200).send({
        id: vendor.id,
        message: 'The vendor has been created successfully.',
--- a/packages/server/src/api/controllers/Dashboard/index.ts
+++ b/packages/server/src/api/controllers/Dashboard/index.ts
@@ -8,10 +8,10 @@ export default class DashboardMetaController {
  dashboardService: DashboardService;

  /**
-   *
+   * Constructor router.
   * @returns
   */
-  router() {
+  public router() {
    const router = Router();

    router.get('/boot', this.getDashboardBoot);
@@ -25,7 +25,7 @@ export default class DashboardMetaController {
   * @param {Response} res - 
   * @param {NextFunction} next -
   */
-  getDashboardBoot = async (
+  private getDashboardBoot = async (
    req: Request,
    res: Response,
    next: NextFunction
--- a/packages/server/src/api/controllers/Export/ExportController.ts
+++ b/packages/server/src/api/controllers/Export/ExportController.ts
@@ -0,0 +1,99 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { query } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { ServiceError } from '@/exceptions';
+import { ExportApplication } from '@/services/Export/ExportApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+
+@Service()
+export class ExportController extends BaseController {
+  @Inject()
+  private exportResourceApp: ExportApplication;
+
+  /**
+   * Router constructor method.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/',
+      [
+        query('resource').exists(),
+        query('format').isIn(['csv', 'xlsx']).optional(),
+      ],
+      this.validationResult,
+      this.export.bind(this),
+      this.catchServiceErrors
+    );
+    return router;
+  }
+
+  /**
+   * Imports xlsx/csv to the given resource type.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async export(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const accept = this.accepts(req);
+
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+      const data = await this.exportResourceApp.export(
+        tenantId,
+        query.resource,
+        acceptType === ACCEPT_TYPE.APPLICATION_XLSX ? 'xlsx' : 'csv'
+      );
+      if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(data);
+        // Retrieves the xlsx format.
+      } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(data);
+      }
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Transforms service errors to response.
+   * @param {Error}
+   * @param {Request} req
+   * @param {Response} res
+   * @param {ServiceError} error
+   */
+  private catchServiceErrors(
+    error,
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    if (error instanceof ServiceError) {
+      return res.status(400).send({
+        errors: [{ type: error.errorType }],
+      });
+    }
+
+    next(error);
+  }
+}
--- a/packages/server/src/api/controllers/FinancialStatements/APAgingSummary.ts
+++ b/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);
--- a/packages/server/src/api/controllers/FinancialStatements/ARAgingSummary.ts
+++ b/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);
--- a/packages/server/src/api/controllers/FinancialStatements/BalanceSheet.ts
+++ b/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);

--- a/packages/server/src/api/controllers/FinancialStatements/CashFlow/CashFlow.ts
+++ b/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);
--- a/packages/server/src/api/controllers/FinancialStatements/CustomerBalanceSummary/index.ts
+++ b/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,
--- a/packages/server/src/api/controllers/FinancialStatements/GeneralLedger.ts
+++ b/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);
--- a/packages/server/src/api/controllers/FinancialStatements/InventoryDetails/index.ts
+++ b/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,
--- a/packages/server/src/api/controllers/FinancialStatements/InventoryValuationSheet.ts
+++ b/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(
--- a/packages/server/src/api/controllers/FinancialStatements/JournalSheet.ts
+++ b/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.
@@ -81,7 +82,7 @@ export default class JournalSheetController extends BaseFinancialReportControlle
      // Retrieves the csv format.
    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
      const buffer = await this.journalSheetApp.csv(tenantId, filter);
-
+  
      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
      res.setHeader('Content-Type', 'text/csv');

@@ -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);

--- a/packages/server/src/api/controllers/FinancialStatements/ProfitLossSheet.ts
+++ b/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);

--- a/packages/server/src/api/controllers/FinancialStatements/PurchasesByItem.ts
+++ b/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);
--- a/packages/server/src/api/controllers/FinancialStatements/SalesByItems.ts
+++ b/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);
--- a/packages/server/src/api/controllers/FinancialStatements/SalesTaxLiabilitySummary/index.ts
+++ b/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,
--- a/packages/server/src/api/controllers/FinancialStatements/TransactionsByCustomers/index.ts
+++ b/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,
--- a/packages/server/src/api/controllers/FinancialStatements/TransactionsByVendors/index.ts
+++ b/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(
--- a/packages/server/src/api/controllers/FinancialStatements/TrialBalanceSheet.ts
+++ b/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(
--- a/packages/server/src/api/controllers/FinancialStatements/VendorBalanceSummary/index.ts
+++ b/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(
--- a/packages/server/src/api/controllers/Import/ImportController.ts
+++ b/packages/server/src/api/controllers/Import/ImportController.ts
@@ -0,0 +1,250 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { body, param, query } from 'express-validator';
+import { defaultTo } from 'lodash';
+import BaseController from '@/api/controllers/BaseController';
+import { ServiceError } from '@/exceptions';
+import { ImportResourceApplication } from '@/services/Import/ImportResourceApplication';
+import { uploadImportFile } from './_utils';
+import { parseJsonSafe } from '@/utils/parse-json-safe';
+
+@Service()
+export class ImportController extends BaseController {
+  @Inject()
+  private importResourceApp: ImportResourceApplication;
+
+  /**
+   * Router constructor method.
+   */
+  router() {
+    const router = Router();
+
+    router.post(
+      '/file',
+      uploadImportFile.single('file'),
+      this.importValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.fileUpload.bind(this)),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/:import_id/import',
+      this.asyncMiddleware(this.import.bind(this)),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/:import_id/mapping',
+      [
+        param('import_id').exists().isString(),
+        body('mapping').exists().isArray({ min: 1 }),
+        body('mapping.*.group').optional(),
+        body('mapping.*.from').exists(),
+        body('mapping.*.to').exists(),
+      ],
+      this.validationResult,
+      this.asyncMiddleware(this.mapping.bind(this)),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/sample',
+      [query('resource').exists(), query('format').optional()],
+      this.validationResult,
+      this.downloadImportSample.bind(this),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id',
+      this.asyncMiddleware(this.getImportFileMeta.bind(this)),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id/preview',
+      this.asyncMiddleware(this.preview.bind(this)),
+      this.catchServiceErrors
+    );
+    return router;
+  }
+
+  /**
+   * Import validation schema.
+   * @returns {ValidationSchema[]}
+   */
+  private get importValidationSchema() {
+    return [body('resource').exists(), body('params').optional()];
+  }
+
+  /**
+   * Imports xlsx/csv to the given resource type.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async fileUpload(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const body = this.matchedBodyData(req);
+    const params = defaultTo(parseJsonSafe(body.params), {});
+
+    try {
+      const data = await this.importResourceApp.import(
+        tenantId,
+        body.resource,
+        req.file.filename,
+        params
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Maps the columns of the imported file.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async mapping(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+    const body = this.matchedBodyData(req);
+
+    try {
+      const mapping = await this.importResourceApp.mapping(
+        tenantId,
+        importId,
+        body?.mapping
+      );
+      return res.status(200).send(mapping);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Preview the imported file before actual importing.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async preview(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const preview = await this.importResourceApp.preview(tenantId, importId);
+
+      return res.status(200).send(preview);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Importing the imported file to the application storage.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async import(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.process(tenantId, importId);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the csv/xlsx sample sheet of the given resource name.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async downloadImportSample(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { format, resource } = this.matchedQueryData(req);
+
+    try {
+      const result = this.importResourceApp.sample(tenantId, resource, format);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the import file meta.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getImportFileMeta(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.importMeta(
+        tenantId,
+        importId
+      );
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Transforms service errors to response.
+   * @param {Error}
+   * @param {Request} req
+   * @param {Response} res
+   * @param {ServiceError} error
+   */
+  private catchServiceErrors(
+    error,
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    if (error instanceof ServiceError) {
+      if (error.errorType === 'INVALID_MAP_ATTRS') {
+        return res.status(400).send({
+          errors: [{ type: 'INVALID_MAP_ATTRS' }],
+        });
+      }
+      if (error.errorType === 'DUPLICATED_FROM_MAP_ATTR') {
+        return res.status(400).send({
+          errors: [{ type: 'DUPLICATED_FROM_MAP_ATTR' }],
+        });
+      }
+      if (error.errorType === 'DUPLICATED_TO_MAP_ATTR') {
+        return res.status(400).send({
+          errors: [{ type: 'DUPLICATED_TO_MAP_ATTR' }],
+        });
+      }
+      if (error.errorType === 'IMPORTED_FILE_EXTENSION_INVALID') {
+        return res.status(400).send({
+          errors: [{ type: 'IMPORTED_FILE_EXTENSION_INVALID' }],
+        });
+      }
+      return res.status(400).send({
+        errors: [{ type: error.errorType }],
+      });
+    }
+
+    next(error);
+  }
+}
--- a/packages/server/src/api/controllers/Import/_utils.ts
+++ b/packages/server/src/api/controllers/Import/_utils.ts
@@ -0,0 +1,34 @@
+import Multer from 'multer';
+import { ServiceError } from '@/exceptions';
+import { getImportsStoragePath } from '@/services/Import/_utils';
+
+export function allowSheetExtensions(req, file, cb) {
+  if (
+    file.mimetype !== 'text/csv' &&
+    file.mimetype !== 'application/vnd.ms-excel' &&
+    file.mimetype !==
+      'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+  ) {
+    cb(new ServiceError('IMPORTED_FILE_EXTENSION_INVALID'));
+    return;
+  }
+  cb(null, true);
+}
+
+const storage = Multer.diskStorage({
+  destination: function (req, file, cb) {
+    const path = getImportsStoragePath();
+    cb(null, path);
+  },
+  filename: function (req, file, cb) {
+    // Add the creation timestamp to clean up temp files later.
+    const uniqueSuffix = Date.now() + '-' + Math.round(Math.random() * 1e9);
+    cb(null, uniqueSuffix);
+  },
+});
+
+export const uploadImportFile = Multer({
+  storage,
+  limits: { fileSize: 5 * 1024 * 1024 },
+  fileFilter: allowSheetExtensions,
+});
--- a/packages/server/src/api/controllers/Items/index.ts
+++ b/packages/server/src/api/controllers/Items/index.ts
@@ -6,7 +6,7 @@ import ItemTransactionsController from './ItemsTransactions';

@Service()
 export default class ItemsBaseController {
-  router() {
+  public router() {
    const router = Router();

    router.use('/', Container.get(ItemsController).router());
--- a/packages/server/src/api/controllers/Organization.ts
+++ b/packages/server/src/api/controllers/Organization.ts
@@ -6,6 +6,7 @@ import { check, ValidationChain } from 'express-validator';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import JWTAuth from '@/api/middleware/jwtAuth';
 import TenancyMiddleware from '@/api/middleware/TenancyMiddleware';
+import SubscriptionMiddleware from '@/api/middleware/SubscriptionMiddleware';
 import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
 import OrganizationService from '@/services/Organization/OrganizationService';
 import { MONTHS, ACCEPTED_LOCALES } from '@/services/Organization/constants';
@@ -17,7 +18,7 @@ import BaseController from '@/api/controllers/BaseController';
@Service()
 export default class OrganizationController extends BaseController {
  @Inject()
-  private organizationService: OrganizationService;
+  organizationService: OrganizationService;

  /**
   * Router constructor.
@@ -25,10 +26,13 @@ export default class OrganizationController extends BaseController {
  router() {
    const router = Router();

+    // Should before build tenant database the user be authorized and
+    // most important than that, should be subscribed to any plan.
    router.use(JWTAuth);
    router.use(AttachCurrentTenantUser);
    router.use(TenancyMiddleware);

+    router.use('/build', SubscriptionMiddleware('main'));
    router.post(
      '/build',
      this.buildOrganizationValidationSchema,
--- a/packages/server/src/api/controllers/Purchases/VendorCredit.ts
+++ b/packages/server/src/api/controllers/Purchases/VendorCredit.ts
@@ -297,8 +297,7 @@ export default class VendorCreditController extends BaseController {
    try {
      const vendorCredit = await this.createVendorCreditService.newVendorCredit(
        tenantId,
-        vendorCreditCreateDTO,
-        user
+        vendorCreditCreateDTO
      );

      return res.status(200).send({
--- a/packages/server/src/api/controllers/Sales/CreditNotes.ts
+++ b/packages/server/src/api/controllers/Sales/CreditNotes.ts
@@ -338,8 +338,7 @@ export default class PaymentReceivesController extends BaseController {
    try {
      const creditNote = await this.createCreditNoteService.newCreditNote(
        tenantId,
-        creditNoteDTO,
-        user
+        creditNoteDTO
      );
      return res.status(200).send({
        id: creditNote.id,
--- a/packages/server/src/api/controllers/Subscription/SubscriptionController.ts
+++ b/packages/server/src/api/controllers/Subscription/SubscriptionController.ts
@@ -0,0 +1,88 @@
+import { Router, Request, Response, NextFunction } from 'express';
+import { Service, Inject } from 'typedi';
+import { body } from 'express-validator';
+import JWTAuth from '@/api/middleware/jwtAuth';
+import TenancyMiddleware from '@/api/middleware/TenancyMiddleware';
+import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
+import SubscriptionService from '@/services/Subscription/SubscriptionService';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseController from '../BaseController';
+import { LemonSqueezyService } from '@/services/Subscription/LemonSqueezyService';
+
+@Service()
+export class SubscriptionController extends BaseController {
+  @Inject()
+  private subscriptionService: SubscriptionService;
+
+  @Inject()
+  private lemonSqueezyService: LemonSqueezyService;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use(JWTAuth);
+    router.use(AttachCurrentTenantUser);
+    router.use(TenancyMiddleware);
+
+    router.post(
+      '/lemon/checkout_url',
+      [body('variantId').exists().trim()],
+      this.validationResult,
+      this.getCheckoutUrl.bind(this)
+    );
+    router.get('/', asyncMiddleware(this.getSubscriptions.bind(this)));
+
+    return router;
+  }
+
+  /**
+   * Retrieve all subscriptions of the authenticated user's tenant.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getSubscriptions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const subscriptions = await this.subscriptionService.getSubscriptions(
+        tenantId
+      );
+      return res.status(200).send({ subscriptions });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the LemonSqueezy checkout url.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getCheckoutUrl(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { variantId } = this.matchedBodyData(req);
+    const { user } = req;
+
+    try {
+      const checkout = await this.lemonSqueezyService.getCheckout(
+        variantId,
+        user
+      );
+      return res.status(200).send(checkout);
+    } catch (error) {
+      next(error);
+    }
+  }
+}
--- a/packages/server/src/api/controllers/Subscription/index.ts
+++ b/packages/server/src/api/controllers/Subscription/index.ts
@@ -0,0 +1 @@
+export * from './SubscriptionController';
--- a/packages/server/src/api/controllers/Webhooks/Webhooks.ts
+++ b/packages/server/src/api/controllers/Webhooks/Webhooks.ts
@@ -0,0 +1,69 @@
+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 { LemonSqueezyWebhooks } from '@/services/Subscription/LemonSqueezyWebhooks';
+import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+
+@Service()
+export class Webhooks extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  @Inject()
+  private lemonWebhooksService: LemonSqueezyWebhooks;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use('/plaid', PlaidWebhookTenantBootMiddleware);
+    router.post('/plaid', this.plaidWebhooks.bind(this));
+
+    router.post('/lemon', this.lemonWebhooks.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Listens to Lemon Squeezy webhooks events.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async lemonWebhooks(req: Request, res: Response) {
+    const data = req.body;
+    const signature = req.headers['x-signature'] ?? '';
+    const rawBody = req.rawBody;
+
+    await this.lemonWebhooksService.handlePostWebhook(rawBody, data, signature);
+
+    return res.status(200).send();
+  }
+
+  /**
+   * 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' });
+  }
+}
--- a/packages/server/src/api/index.ts
+++ b/packages/server/src/api/index.ts
@@ -4,6 +4,7 @@ import { Container } from 'typedi';
 // Middlewares
 import JWTAuth from '@/api/middleware/jwtAuth';
 import AttachCurrentTenantUser from '@/api/middleware/AttachCurrentTenantUser';
+import SubscriptionMiddleware from '@/api/middleware/SubscriptionMiddleware';
 import TenancyMiddleware from '@/api/middleware/TenancyMiddleware';
 import EnsureTenantIsInitialized from '@/api/middleware/EnsureTenantIsInitialized';
 import SettingsMiddleware from '@/api/middleware/SettingsMiddleware';
@@ -36,6 +37,7 @@ import Resources from './controllers/Resources';
 import ExchangeRates from '@/api/controllers/ExchangeRates';
 import Media from '@/api/controllers/Media';
 import Ping from '@/api/controllers/Ping';
+import { SubscriptionController } from '@/api/controllers/Subscription';
 import InventoryAdjustments from '@/api/controllers/Inventory/InventoryAdjustments';
 import asyncRenderMiddleware from './middleware/AsyncRenderMiddleware';
 import Jobs from './controllers/Jobs';
@@ -56,6 +58,10 @@ import { ProjectsController } from './controllers/Projects/Projects';
 import { ProjectTasksController } from './controllers/Projects/Tasks';
 import { ProjectTimesController } from './controllers/Projects/Times';
 import { TaxRatesController } from './controllers/TaxRates/TaxRates';
+import { ImportController } from './controllers/Import/ImportController';
+import { BankingController } from './controllers/Banking/BankingController';
+import { Webhooks } from './controllers/Webhooks/Webhooks';
+import { ExportController } from './controllers/Export/ExportController';

 export default () => {
  const app = Router();
@@ -67,10 +73,12 @@ export default () => {

  app.use('/auth', Container.get(Authentication).router());
  app.use('/invite', Container.get(InviteUsers).nonAuthRouter());
+  app.use('/subscription', Container.get(SubscriptionController).router());
  app.use('/organization', Container.get(Organization).router());
  app.use('/ping', Container.get(Ping).router());
  app.use('/jobs', Container.get(Jobs).router());
  app.use('/account', Container.get(Account).router());
+  app.use('/webhooks', Container.get(Webhooks).router());

  // - Dashboard routes.
  // ---------------------------
@@ -79,6 +87,7 @@ export default () => {
  dashboard.use(JWTAuth);
  dashboard.use(AttachCurrentTenantUser);
  dashboard.use(TenancyMiddleware);
+  dashboard.use(SubscriptionMiddleware('main'));
  dashboard.use(EnsureTenantIsInitialized);
  dashboard.use(SettingsMiddleware);
  dashboard.use(I18nAuthenticatedMiddlware);
@@ -118,6 +127,7 @@ export default () => {
    Container.get(InventoryItemsCostController).router()
  );
  dashboard.use('/cashflow', Container.get(CashflowController).router());
+  dashboard.use('/banking', Container.get(BankingController).router());
  dashboard.use('/roles', Container.get(RolesController).router());
  dashboard.use(
    '/transactions-locking',
@@ -131,9 +141,11 @@ export default () => {
  dashboard.use('/warehouses', Container.get(WarehousesController).router());
  dashboard.use('/projects', Container.get(ProjectsController).router());
  dashboard.use('/tax-rates', Container.get(TaxRatesController).router());
+  dashboard.use('/import', Container.get(ImportController).router());
+  dashboard.use('/export', Container.get(ExportController).router())
+
  dashboard.use('/', Container.get(ProjectTasksController).router());
  dashboard.use('/', Container.get(ProjectTimesController).router());
-
  dashboard.use('/', Container.get(WarehousesItemController).router());

  dashboard.use('/dashboard', Container.get(DashboardController).router());
--- a/packages/server/src/api/middleware/SubscriptionMiddleware.ts
+++ b/packages/server/src/api/middleware/SubscriptionMiddleware.ts
@@ -0,0 +1,29 @@
+import { Container } from 'typedi';
+import { Request, Response, NextFunction } from 'express';
+
+export default (subscriptionSlug = 'main') =>
+  async (req: Request, res: Response, next: NextFunction) => {
+    const { tenant, tenantId } = req;
+    const { subscriptionRepository } = Container.get('repositories');
+
+    if (!tenant) {
+      throw new Error('Should load `TenancyMiddlware` before this middleware.');
+    }
+    const subscription = await subscriptionRepository.getBySlugInTenant(
+      subscriptionSlug,
+      tenantId
+    );
+    // Validate in case there is no any already subscription.
+    if (!subscription) {
+      return res.boom.badRequest('Tenant has no subscription.', {
+        errors: [{ type: 'TENANT.HAS.NO.SUBSCRIPTION' }],
+      });
+    }
+    // Validate in case the subscription is inactive.
+    else if (subscription.inactive()) {
+      return res.boom.badRequest(null, {
+        errors: [{ type: 'ORGANIZATION.SUBSCRIPTION.INACTIVE' }],
+      });
+    }
+    next();
+  };
--- a/packages/server/src/config/index.ts
+++ b/packages/server/src/config/index.ts
@@ -1,6 +1,6 @@
 import dotenv from 'dotenv';
 import path from 'path';
-import { toInteger } from 'lodash';
+import { defaultTo, toInteger } from 'lodash';
 import { castCommaListEnvVarToArray, parseBoolean } from '@/utils';

 dotenv.config();
@@ -55,7 +55,7 @@ module.exports = {
  mail: {
    host: process.env.MAIL_HOST,
    port: process.env.MAIL_PORT,
-    secure: !!parseInt(process.env.MAIL_SECURE, 10),
+    secure: parseBoolean(defaultTo(process.env.MAIL_SECURE, false), false),
    username: process.env.MAIL_USERNAME,
    password: process.env.MAIL_PASSWORD,
    from: process.env.MAIL_FROM_ADDRESS,
@@ -153,6 +153,13 @@ module.exports = {
    ),
  },

+  /**
+   * Sign-up email confirmation
+   */
+  signupConfirmation: {
+    enabled: parseBoolean<boolean>(process.env.SIGNUP_EMAIL_CONFIRMATION, false),
+  },
+
  /**
   * Puppeteer remote browserless connection.
   */
@@ -177,6 +184,45 @@ module.exports = {
    service: 'open-exchange-rate',
    openExchangeRate: {
      appId: process.env.OPEN_EXCHANGE_RATE_APP_ID,
-    }
-  }
+    },
+  },
+
+  /**
+   * Bank Synchronization.
+   */
+  bankSync: {
+    enabled: parseBoolean(defaultTo(process.env.BANKING_CONNECT, false), false),
+    provider: 'plaid',
+  },
+
+  /**
+   * Plaid.
+   */
+  plaid: {
+    env: process.env.PLAID_ENV || 'sandbox',
+    clientId: process.env.PLAID_CLIENT_ID,
+    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,
+  },
+
+  /**
+   * Lemon Squeezy.
+   */
+  lemonSqueezy: {
+    key: process.env.LEMONSQUEEZY_API_KEY,
+    storeId: process.env.LEMONSQUEEZY_STORE_ID,
+    webhookSecret: process.env.LEMONSQUEEZY_WEBHOOK_SECRET,
+  },
+
+  /**
+   * Bigcapital (Cloud).
+   * NOTE: DO NOT CHANGE THIS OPTION OR ADD THIS ENV VAR.
+   */
+  hostedOnBigcapitalCloud: parseBoolean(
+    defaultTo(process.env.HOSTED_ON_BIGCAPITAL_CLOUD, false),
+    false
+  ),
 };
--- a/packages/server/src/data/options.ts
+++ b/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',
--- a/packages/server/src/database/migrations/20240201160214_create_plaid_items_Table.js
+++ b/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) {};
--- a/packages/server/src/database/migrations/20240201235818_add_plaid_account_id_to_accounts_table.js
+++ b/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) {};
--- a/packages/server/src/database/migrations/20240204180554_add_plaid_transaction_id_to_cashflow_transaction.js
+++ b/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) {};
--- a/packages/server/src/database/migrations/20240228183404_create_uncateogrized_cashflow_transactions_table.js
+++ b/packages/server/src/database/migrations/20240228183404_create_uncateogrized_cashflow_transactions_table.js
@@ -0,0 +1,28 @@
+exports.up = function (knex) {
+  return knex.schema.createTable(
+    'uncategorized_cashflow_transactions',
+    (table) => {
+      table.increments('id');
+      table.date('date').index();
+      table.decimal('amount');
+      table.string('currency_code');
+      table.string('reference_no').index();
+      table.string('payee');
+      table
+        .integer('account_id')
+        .unsigned()
+        .references('id')
+        .inTable('accounts');
+      table.string('description');
+      table.string('categorize_ref_type');
+      table.integer('categorize_ref_id').unsigned();
+      table.boolean('categorized').defaultTo(false);
+      table.string('plaid_transaction_id');
+      table.timestamps();
+    }
+  );
+};
+
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('uncategorized_cashflow_transactions');
+};
--- a/packages/server/src/database/migrations/20240304153926_add_uncategorized_transactions_column_to_accounts_table.js
+++ b/packages/server/src/database/migrations/20240304153926_add_uncategorized_transactions_column_to_accounts_table.js
@@ -0,0 +1,10 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.integer('uncategorized_transactions').defaultTo(0);
+    table.boolean('is_system_account').defaultTo(true);
+    table.boolean('is_feeds_active').defaultTo(false);
+    table.datetime('last_feeds_updated_at').nullable();
+  });
+};
+
+exports.down = function (knex) {};
--- a/packages/server/src/database/migrations/20240308122047_add_uncategorized_transaction_id_to_cashflow_transactions.js
+++ b/packages/server/src/database/migrations/20240308122047_add_uncategorized_transaction_id_to_cashflow_transactions.js
@@ -0,0 +1,15 @@
+exports.up = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table
+      .integer('uncategorized_transaction_id')
+      .unsigned()
+      .references('id')
+      .inTable('uncategorized_cashflow_transactions');
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table.dropColumn('uncategorized_transaction_id');
+  });
+};
--- a/packages/server/src/exceptions/NotAllowedChangeSubscriptionPlan.ts
+++ b/packages/server/src/exceptions/NotAllowedChangeSubscriptionPlan.ts
@@ -0,0 +1,8 @@
+
+
+export default class NotAllowedChangeSubscriptionPlan {
+
+  constructor() {
+    this.name = "NotAllowedChangeSubscriptionPlan";
+  }
+}
--- a/packages/server/src/exceptions/index.ts
+++ b/packages/server/src/exceptions/index.ts
@@ -1,3 +1,4 @@
+import NotAllowedChangeSubscriptionPlan from './NotAllowedChangeSubscriptionPlan';
 import ServiceError from './ServiceError';
 import ServiceErrors from './ServiceErrors';
 import TenantAlreadyInitialized from './TenantAlreadyInitialized';
@@ -6,6 +7,7 @@ import TenantDBAlreadyExists from './TenantDBAlreadyExists';
 import TenantDatabaseNotBuilt from './TenantDatabaseNotBuilt';

 export {
+  NotAllowedChangeSubscriptionPlan,
  ServiceError,
  ServiceErrors,
  TenantAlreadyInitialized,
--- a/packages/server/src/interfaces/APAgingSummaryReport.ts
+++ b/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 {
-  baseCurrency: string;
-  organizationName: string;
+export interface IARAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }

-export interface IAPAgingSummaryMeta {
-  baseCurrency: string;
-  organizationName: string;
+export interface IAPAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }

 export interface IAPAgingSummaryTable extends IFinancialTable {
  query: IAPAgingSummaryQuery;
  meta: IAPAgingSummaryMeta;
 }
+
+export interface IAPAgingSummarySheet {
+  data: IAPAgingSummaryData;
+  meta: IAPAgingSummaryMeta;
+  query: IAPAgingSummaryQuery;
+  columns: any;
+}
--- a/packages/server/src/interfaces/ARAgingSummaryReport.ts
+++ b/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;
+}
+
--- a/packages/server/src/interfaces/Account.ts
+++ b/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 {
@@ -154,10 +158,9 @@ export enum AccountAction {
  TransactionsLocking = 'TransactionsLocking',
 }

-
 export enum TaxRateAction {
  CREATE = 'Create',
  EDIT = 'Edit',
  DELETE = 'Delete',
  VIEW = 'View',
-}
+}
--- a/packages/server/src/interfaces/AgingReport.ts
+++ b/packages/server/src/interfaces/AgingReport.ts
@@ -1,5 +1,7 @@
-
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  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;
+}
--- a/packages/server/src/interfaces/Authentication.ts
+++ b/packages/server/src/interfaces/Authentication.ts
@@ -66,16 +66,27 @@ export interface IAuthResetedPasswordEventPayload {
  password: string;
 }

-
 export interface IAuthSendingResetPassword {
-  user: ISystemUser,
+  user: ISystemUser;
  token: string;
 }
 export interface IAuthSendedResetPassword {
-  user: ISystemUser,
+  user: ISystemUser;
  token: string;
 }

-export interface IAuthGetMetaPOJO  {
+export interface IAuthGetMetaPOJO {
  signupDisabled: boolean;
-}
+}
+
+export interface IAuthSignUpVerifingEventPayload {
+  email: string;
+  verifyToken: string;
+  userId: number;
+}
+
+export interface IAuthSignUpVerifiedEventPayload {
+  email: string;
+  verifyToken: string;
+  userId: number;
+}
--- a/packages/server/src/interfaces/BalanceSheet.ts
+++ b/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 {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IBalanceSheetMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
 }

 export interface IBalanceSheetFormatNumberSettings
--- a/packages/server/src/interfaces/CashFlow.ts
+++ b/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 {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface ICashFlowStatementMeta extends IFinancialSheetCommonMeta {
+  formattedToDate: string;
+  formattedFromDate: string;
+  formattedDateRange: string;
 }

 export interface ICashFlowStatementDOO {
@@ -230,3 +233,38 @@ export interface ICashflowTransactionSchema {
 }

 export interface ICashflowTransactionInput extends ICashflowTransactionSchema {}
+
+export interface ICategorizeCashflowTransactioDTO {
+  creditAccountId: number;
+  referenceNo: string;
+  transactionNumber: string;
+  transactionType: string;
+  exchangeRate: number;
+  description: string;
+  branchId: number;
+}
+
+export interface IUncategorizedCashflowTransaction {
+  id?: number;
+  amount: number;
+  date: Date;
+  currencyCode: string;
+  accountId: number;
+  description: string;
+  referenceNo: string;
+  categorizeRefType: string;
+  categorizeRefId: number;
+  categorized: boolean;
+}
+
+
+export interface CreateUncategorizedTransactionDTO {
+  date: Date | string;
+  accountId: number;
+  amount: number;
+  currencyCode: string;
+  payee?: string;
+  description?: string;
+  referenceNo?: string | null;
+  plaidTransactionId?: string | null;
+}
--- a/packages/server/src/interfaces/CashflowService.ts
+++ b/packages/server/src/interfaces/CashflowService.ts
@@ -1,5 +1,6 @@
 import { Knex } from 'knex';
 import { IAccount } from './Account';
+import { IUncategorizedCashflowTransaction } from './CashFlow';

 export interface ICashflowAccountTransactionsFilter {
  page: number;
@@ -45,9 +46,13 @@ export interface ICashflowCommandDTO {

  publish: boolean;
  branchId?: number;
+  plaidTransactionId?: string;
 }

-export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {}
+export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {
+  plaidAccountId?: string;
+  uncategorizedTransactionId?: number;
+}

 export interface ICashflowTransaction {
  id?: number;
@@ -79,6 +84,8 @@ export interface ICashflowTransaction {

  isCashDebit?: boolean;
  isCashCredit?: boolean;
+
+  uncategorizedTransactionId?: number;
 }

 export interface ICashflowTransactionLine {
@@ -121,8 +128,39 @@ export interface ICommandCashflowDeletedPayload {
  trx: Knex.Transaction;
 }

+export interface ICashflowTransactionCategorizedPayload {
+  tenantId: number;
+  cashflowTransactionId: number;
+  cashflowTransaction: ICashflowTransaction;
+  trx: Knex.Transaction;
+}
+export interface ICashflowTransactionUncategorizingPayload {
+  tenantId: number;
+  uncategorizedTransaction: IUncategorizedCashflowTransaction;
+  trx: Knex.Transaction;
+}
+export interface ICashflowTransactionUncategorizedPayload {
+  tenantId: number;
+  uncategorizedTransaction: IUncategorizedCashflowTransaction;
+  oldUncategorizedTransaction: IUncategorizedCashflowTransaction;
+  trx: Knex.Transaction;
+}
+
 export enum CashflowAction {
  Create = 'Create',
  Delete = 'Delete',
  View = 'View',
 }
+
+export interface CategorizeTransactionAsExpenseDTO {
+  expenseAccountId: number;
+  exchangeRate: number;
+  referenceNo: string;
+  description: string;
+  branchId?: number;
+}
+
+export interface IGetUncategorizedTransactionsQuery {
+  page?: number;
+  pageSize?: number;
+}
--- a/packages/server/src/interfaces/CustomerBalanceSummary.ts
+++ b/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;
 }
--- a/packages/server/src/interfaces/Features.ts
+++ b/packages/server/src/interfaces/Features.ts
@@ -1,6 +1,7 @@
 export enum Features {
  WAREHOUSES = 'warehouses',
  BRANCHES = 'branches',
+  BankSyncing = 'BankSyncing'
 }

 export interface IFeatureAllItem {
--- a/packages/server/src/interfaces/FinancialStatements.ts
+++ b/packages/server/src/interfaces/FinancialStatements.ts
@@ -42,4 +42,13 @@ export enum ReportsAction {

 export interface IFinancialSheetBranchesQuery {
  branchesIds?: number[];
-}
+}
+
+export interface IFinancialSheetCommonMeta {
+  organizationName: string;
+  baseCurrency: string;
+  dateFormat: string;
+  isCostComputeRunning: boolean;
+  sheetName: string;
+  
+}
--- a/packages/server/src/interfaces/GeneralLedgerSheet.ts
+++ b/packages/server/src/interfaces/GeneralLedgerSheet.ts
@@ -1,92 +1,90 @@
-import { IFinancialTable } from "./Table";
-
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
+import { IFinancialTable } from './Table';

 export interface IGeneralLedgerSheetQuery {
-  fromDate: Date | string,
-  toDate: Date | string,
-  basis: string,
+  fromDate: Date | string;
+  toDate: Date | string;
+  basis: string;
  numberFormat: {
-    noCents: boolean,
-    divideOn1000: boolean,
-  },
-  noneTransactions: boolean,
-  accountsIds: number[],
+    noCents: boolean;
+    divideOn1000: boolean;
+  };
+  noneTransactions: boolean;
+  accountsIds: number[];
  branchesIds?: number[];
-};
+}

 export interface IGeneralLedgerSheetAccountTransaction {
-  id: number,
+  id: number;

-  amount: number,
-  runningBalance: number,
-  credit: number,
-  debit: number,
+  amount: number;
+  runningBalance: number;
+  credit: number;
+  debit: number;

-  formattedAmount: string,
-  formattedCredit: string,
-  formattedDebit: string,
-  formattedRunningBalance: string,
+  formattedAmount: string;
+  formattedCredit: string;
+  formattedDebit: string;
+  formattedRunningBalance: string;

-  currencyCode: string,
-  note?: string,
+  currencyCode: string;
+  note?: string;

-  transactionType?: string,
-  transactionNumber: string,
+  transactionType?: string;
+  transactionNumber: string;

-  referenceId?: number,
-  referenceType?: string,
+  referenceId?: number;
+  referenceType?: string;

-  date: Date|string,
+  date: Date | string;
  dateFormatted: string;
-};
+}

 export interface IGeneralLedgerSheetAccountBalance {
-  date: Date|string,
-  amount: number,
-  formattedAmount: string,
-  currencyCode: string,
+  date: Date | string;
+  amount: number;
+  formattedAmount: string;
+  currencyCode: string;
 }

 export interface IGeneralLedgerSheetAccount {
-  id: number,
-  name: string,
-  code: string,
-  index: number,
-  parentAccountId: number,
-  transactions: IGeneralLedgerSheetAccountTransaction[],
-  openingBalance: IGeneralLedgerSheetAccountBalance,
-  closingBalance: IGeneralLedgerSheetAccountBalance,
+  id: number;
+  name: string;
+  code: string;
+  index: number;
+  parentAccountId: number;
+  transactions: IGeneralLedgerSheetAccountTransaction[];
+  openingBalance: IGeneralLedgerSheetAccountBalance;
+  closingBalance: IGeneralLedgerSheetAccountBalance;
 }

 export type IGeneralLedgerSheetData = IGeneralLedgerSheetAccount[];

 export interface IAccountTransaction {
-  id: number,
-  index: number,
-  draft: boolean,
-  note: string,
-  accountId: number,
-  transactionType: string,
-  referenceType: string,
-  referenceId: number,
-  contactId: number,
-  contactType: string,
-  credit: number,
-  debit: number,
-  date: string|Date,
-  createdAt: string|Date,
-  updatedAt: string|Date,
+  id: number;
+  index: number;
+  draft: boolean;
+  note: string;
+  accountId: number;
+  transactionType: string;
+  referenceType: string;
+  referenceId: number;
+  contactId: number;
+  contactType: string;
+  credit: number;
+  debit: number;
+  date: string | Date;
+  createdAt: string | Date;
+  updatedAt: string | Date;
 }

-export interface IGeneralLedgerMeta {
-  isCostComputeRunning: boolean,
-  organizationName: string,
-  baseCurrency: string,
-  fromDate: string;
-  toDate: string;
-};
+export interface IGeneralLedgerMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}

 export interface IGeneralLedgerTableData extends IFinancialTable {
  meta: IGeneralLedgerMeta;
  query: IGeneralLedgerSheetQuery;
-}
+}
--- a/packages/server/src/interfaces/IInventoryValuationSheet.ts
+++ b/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 {
-  organizationName: string;
-  baseCurrency: string;
-  isCostComputeRunning: boolean;
+export interface IInventoryValuationSheetMeta
+  extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
 }

 export interface IInventoryValuationItem {
--- a/packages/server/src/interfaces/InventoryDetails.ts
+++ b/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 {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IInventoryItemDetailMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDay: string;
+  formattedDateRange: string;
 }

 export interface IInvetoryItemDetailDOO {
--- a/packages/server/src/interfaces/JournalReport.ts
+++ b/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 {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IJournalSheetMeta extends IFinancialSheetCommonMeta {
+  formattedDateRange: string;
+  formattedFromDate: string;
+  formattedToDate: string;
 }

 export interface IJournalTable extends IFinancialTable {
--- a/packages/server/src/interfaces/Model.ts
+++ b/packages/server/src/interfaces/Model.ts
@@ -32,22 +32,45 @@ export interface IModelMetaFieldCommon {
  name: string;
  column: string;
  columnable?: boolean;
-  fieldType: IModelColumnType;
  customQuery?: Function;
+  required?: boolean;
+  importHint?: string;
+  importableRelationLabel?: string;
+  order?: number;
+  unique?: number;
+  dataTransferObjectKey?: string;
 }

-export interface IModelMetaFieldNumber {
-  fieldType: 'number';
+export interface IModelMetaFieldText {
+  fieldType: 'text';
  minLength?: number;
  maxLength?: number;
 }
-
-export interface IModelMetaFieldOther {
-  fieldType: 'text' | 'boolean';
+export interface IModelMetaFieldBoolean {
+  fieldType: 'boolean';
+}
+export interface IModelMetaFieldNumber {
+  fieldType: 'number';
+  min?: number;
+  max?: number;
+}
+export interface IModelMetaFieldDate {
+  fieldType: 'date';
+}
+export interface IModelMetaFieldUrl {
+  fieldType: 'url';
 }
-
 export type IModelMetaField = IModelMetaFieldCommon &
-  (IModelMetaFieldOther | IModelMetaEnumerationField | IModelMetaRelationField);
+  (
+    | IModelMetaFieldText
+    | IModelMetaFieldNumber
+    | IModelMetaFieldBoolean
+    | IModelMetaFieldDate
+    | IModelMetaFieldUrl
+    | IModelMetaEnumerationField
+    | IModelMetaRelationField
+    | IModelMetaCollectionField
+  );

 export interface IModelMetaEnumerationOption {
  key: string;
@@ -70,12 +93,93 @@ export interface IModelMetaRelationEnumerationField {
  relationEntityKey: string;
 }

-export type IModelMetaRelationField = IModelMetaRelationFieldCommon & (
-  IModelMetaRelationEnumerationField
-);
+export interface IModelMetaFieldWithFields {
+  fields: IModelMetaFieldCommon2 &
+    (
+      | IModelMetaFieldText
+      | IModelMetaFieldNumber
+      | IModelMetaFieldBoolean
+      | IModelMetaFieldDate
+      | IModelMetaFieldUrl
+      | IModelMetaEnumerationField
+      | IModelMetaRelationField
+    );
+}
+
+interface IModelMetaCollectionObjectField extends IModelMetaFieldWithFields {
+  collectionOf: 'object';
+}
+
+export interface IModelMetaCollectionFieldCommon {
+  fieldType: 'collection';
+  collectionMinLength?: number;
+  collectionMaxLength?: number;
+}
+
+export type IModelMetaCollectionField = IModelMetaCollectionFieldCommon &
+  IModelMetaCollectionObjectField;
+
+export type IModelMetaRelationField = IModelMetaRelationFieldCommon &
+  IModelMetaRelationEnumerationField;

 export interface IModelMeta {
  defaultFilterField: string;
  defaultSort: IModelMetaDefaultSort;
+
+  exportable?: boolean;
+  exportFlattenOn?: string;
+
+  importable?: boolean;
+  importAggregator?: string;
+  importAggregateOn?: string;
+  importAggregateBy?: string;
+
  fields: { [key: string]: IModelMetaField };
+  columns: { [key: string]: IModelMetaColumn };
 }
+
+// ----
+export interface IModelMetaFieldCommon2 {
+  name: string;
+  required?: boolean;
+  importHint?: string;
+  order?: number;
+  unique?: number;
+}
+
+export interface IModelMetaRelationField2 {
+  fieldType: 'relation';
+  relationModel: string;
+  importableRelationLabel: string | string[];
+}
+
+export type IModelMetaField2 = IModelMetaFieldCommon2 &
+  (
+    | IModelMetaFieldText
+    | IModelMetaFieldNumber
+    | IModelMetaFieldBoolean
+    | IModelMetaFieldDate
+    | IModelMetaFieldUrl
+    | IModelMetaEnumerationField
+    | IModelMetaRelationField2
+    | IModelMetaCollectionField
+  );
+
+export interface ImodelMetaColumnMeta {
+  name: string;
+  accessor?: string;
+  exportable?: boolean;
+}
+
+interface IModelMetaColumnText {
+  type: 'text;';
+}
+
+interface IModelMetaColumnCollection {
+  type: 'collection';
+  collectionOf: 'object';
+  columns: { [key: string]: ImodelMetaColumnMeta & IModelMetaColumnText };
+}
+
+export type IModelMetaColumn = ImodelMetaColumnMeta &
+  (IModelMetaColumnText | IModelMetaColumnCollection);
--- a/packages/server/src/interfaces/PaymentReceive.ts
+++ b/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;
+}
--- a/packages/server/src/interfaces/Plaid.ts
+++ b/packages/server/src/interfaces/Plaid.ts
@@ -0,0 +1,56 @@
+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;
+  payment_meta: { reference_number: string | null; payee: string | null };
+}
+
+export interface PlaidFetchedTransactionsUpdates {
+  added: any[];
+  modified: any[];
+  removed: any[];
+  accessToken: string;
+  cursor: string;
+}
+
+export interface SyncAccountsTransactionsTask {
+  tenantId: number;
+  plaidAccountId: number;
+  plaidTransactions: PlaidTransaction[];
+}
--- a/packages/server/src/interfaces/ProfitLossSheet.ts
+++ b/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 {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IProfitLossSheetMeta extends IFinancialSheetCommonMeta{
+  formattedDateRange: string;
+  formattedFromDate: string;
+  formattedToDate: string;
 }

 // ------------------------------------------------
--- a/packages/server/src/interfaces/PurchasesByItemsSheet.ts
+++ b/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 {
-  organizationName: string;
-  baseCurrency: string;
+export interface IPurchasesByItemsSheetMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }

 export interface IPurchasesByItemsItem {
--- a/packages/server/src/interfaces/SaleEstimate.ts
+++ b/packages/server/src/interfaces/SaleEstimate.ts
@@ -132,4 +132,10 @@ export interface SaleEstimateMailOptions extends CommonMailOptions {

 export interface SaleEstimateMailOptionsDTO extends CommonMailOptionsDTO {
  attachEstimate?: boolean;
-}
+}
+
+export interface ISaleEstimateMailPresendEvent {
+  tenantId: number;
+  saleEstimateId: number;
+  messageOptions: SaleEstimateMailOptionsDTO;
+}
--- a/packages/server/src/interfaces/SaleInvoice.ts
+++ b/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;
+}
--- a/packages/server/src/interfaces/SaleReceipt.ts
+++ b/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;
+}
--- a/packages/server/src/interfaces/SalesByItemsSheet.ts
+++ b/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 {
-  organizationName: string;
-  baseCurrency: string;
+export interface ISalesByItemsSheetMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }

 export interface ISalesByItemsItem {
@@ -51,4 +55,4 @@ export interface ISalesByItemsSheet {
 export interface ISalesByItemsTable extends IFinancialTable {
  query: ISalesByItemsReportQuery;
  meta: ISalesByItemsSheetMeta;
-}
+}
--- a/Show More
+++ b/Show More