feat: add hints to import fields

feat: clean up the imported temp files

.env.example

@@ -63,4 +63,35 @@ 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=

packages/server/.gitignore

@@ -3,3 +3,4 @@
 stdout.log
 /dist
 /build
+/public/imports

packages/server/package.json

@@ -25,6 +25,7 @@
     "@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 +54,6 @@
     "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",
@@ -77,6 +77,7 @@
     "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",
@@ -91,19 +92,22 @@
     "pluralize": "^8.0.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
+    "plaid": "^10.3.0",
     "qim": "0.0.52",
     "ramda": "^0.27.1",
     "rate-limiter-flexible": "^2.1.14",
     "reflect-metadata": "^0.1.13",
     "rtl-detect": "^1.0.4",
     "source-map-loader": "^4.0.1",
+    "socket.io": "^4.7.4",
     "tmp-promise": "^3.0.3",
     "ts-transformer-keys": "^0.4.2",
     "tsyringe": "^4.3.0",
     "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",

packages/server/resources/locales/ar.json

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

packages/server/resources/locales/en.json

@@ -241,28 +241,31 @@
   "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.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 +278,14 @@
   "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 +294,8 @@
   "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 +310,31 @@
   "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.statement": "Statement",
+  "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 +362,30 @@
   "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 +404,8 @@
   "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 +413,7 @@
   "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 +422,8 @@
   "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 +431,15 @@
   "vendor.field.created_at": "Created at",
   "vendor.field.balance": "Balance",
   "vendor.field.status": "Status",
-  "vendor.field.currency": "Curreny",
+  "vendor.field.currency": "Currency",
   "vendor.field.status.active": "Active",
   "vendor.field.status.inactive": "Inactive",
   "vendor.field.status.overdue": "Overdue",
   "vendor.field.status.unpaid": "Unpaid",
   "Invoice write-off": "Invoice write-off",
 
+  
+
   "transaction_type.credit_note": "Credit note",
   "transaction_type.refund_credit_note": "Refund credit note",
   "transaction_type.vendor_credit": "Vendor credit",

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

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

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

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

packages/server/scripts/gulpConfig.js

@@ -66,12 +66,10 @@ module.exports = {
         // sourcemaps: true, // Allow to enable/disable sourcemaps or pass object to configure it.
         // minify: true, // Allow to enable/disable minify the source.
       },
-    //   {
-    //     src: './assets/sass/editor-style.scss',
-    //     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.

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(),

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

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

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

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

packages/server/src/api/controllers/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;

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

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

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

@@ -1,20 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param, query } from 'express-validator';
-import GetCashflowAccountsService from '@/services/Cashflow/GetCashflowAccountsService';
+import { query } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowAccountsService: GetCashflowAccountsService;
-
-  @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -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),

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),

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

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

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

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

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

@@ -71,6 +71,7 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
       ]);
       // Retrieves the json table format.
       if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
@@ -98,6 +99,15 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.APAgingSummaryApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.APAgingSummaryApp.sheet(tenantId, filter);

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

@@ -11,7 +11,7 @@ import { ACCEPT_TYPE } from '@/interfaces/Http';
 @Service()
 export default class ARAgingSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  ARAgingSummaryApp: ARAgingSummaryApplication;
+  private ARAgingSummaryApp: ARAgingSummaryApplication;
 
   /**
    * Router constructor.
@@ -69,6 +69,7 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
       ]);
       // Retrieves the xlsx format.
       if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
@@ -96,6 +97,15 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
         res.setHeader('Content-Type', 'text/csv');
 
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.ARAgingSummaryApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.ARAgingSummaryApp.sheet(tenantId, filter);

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

@@ -101,6 +101,7 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_XLSX,
         ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
       // Retrieves the json table format.
       if (ACCEPT_TYPE.APPLICATION_JSON_TABLE == acceptType) {
@@ -128,6 +129,15 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.balanceSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        res.send(pdfContent);
       } else {
         const sheet = await this.balanceSheetApp.sheet(tenantId, filter);
 

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

@@ -79,6 +79,7 @@ export default class CashFlowController extends BaseFinancialReportController {
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
       ]);
       // Retrieves the json table format.
       if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
@@ -106,6 +107,15 @@ export default class CashFlowController extends BaseFinancialReportController {
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.cashflowSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const cashflow = await this.cashflowSheetApp.sheet(tenantId, filter);

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

@@ -75,6 +75,7 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the xlsx format.
@@ -109,6 +110,19 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const buffer = await this.customerBalanceSummaryApp.pdf(
+          tenantId,
+          filter
+        );
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
+        // Retrieves the json format.
       } else {
         const sheet = await this.customerBalanceSummaryApp.sheet(
           tenantId,

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

@@ -16,7 +16,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -32,7 +32,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
   /**
    * Validation schema.
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       query('from_date').optional().isISO8601(),
       query('to_date').optional().isISO8601(),
@@ -61,7 +61,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
    * @param {Request} req -
    * @param {Response} res -
    */
-  async generalLedger(req: Request, res: Response, next: NextFunction) {
+  private async generalLedger(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
     const accept = this.accepts(req);
@@ -71,6 +71,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     // Retrieves the table format.
     if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
@@ -95,6 +96,17 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
         'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
       return res.send(buffer);
+      // Retrieves the pdf format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.generalLedgerApplication.pdf(
+        tenantId,
+        filter
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      return res.send(pdfContent);
       // Retrieves the json format.
     } else {
       const sheet = await this.generalLedgerApplication.sheet(tenantId, filter);

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

@@ -96,6 +96,7 @@ export default class InventoryDetailsController extends BaseController {
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
       // Retrieves the csv format.
       if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
@@ -127,6 +128,15 @@ export default class InventoryDetailsController extends BaseController {
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const buffer = await this.inventoryItemDetailsApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
       } else {
         const sheet = await this.inventoryItemDetailsApp.sheet(
           tenantId,

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

@@ -79,6 +79,7 @@ export default class InventoryValuationReportController extends BaseFinancialRep
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
 
     // Retrieves the json table format.
@@ -104,6 +105,15 @@ export default class InventoryValuationReportController extends BaseFinancialRep
         'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
       return res.send(buffer);
+      // Retrieves the pdf format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.inventoryValuationApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      return res.status(200).send(pdfContent);
       // Retrieves the json format.
     } else {
       const { data, query, meta } = await this.inventoryValuationApp.sheet(

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

@@ -72,6 +72,7 @@ export default class JournalSheetController extends BaseFinancialReportControlle
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
 
     // Retrieves the json table format.
@@ -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);
 

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

@@ -96,6 +96,7 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     try {
       // Retrieves the csv format.
@@ -125,6 +126,14 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
         );
         return res.send(sheet);
         // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.profitLossSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
       } else {
         const sheet = await this.profitLossSheetApp.sheet(tenantId, filter);
 

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

@@ -75,8 +75,8 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
-
     // JSON table response format.
     if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
       const table = await this.purchasesByItemsApp.table(tenantId, filter);
@@ -100,6 +100,15 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
         'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
       return res.send(buffer);
+      // PDF response format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.purchasesByItemsApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      return res.send(pdfContent);
       // Json response format.
     } else {
       const sheet = await this.purchasesByItemsApp.sheet(tenantId, filter);

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

@@ -11,7 +11,7 @@ import { SalesByItemsApplication } from '@/services/FinancialStatements/SalesByI
 @Service()
 export default class SalesByItemsReportController extends BaseFinancialReportController {
   @Inject()
-  salesByItemsApp: SalesByItemsApplication;
+  private salesByItemsApp: SalesByItemsApplication;
 
   /**
    * Router constructor.
@@ -71,6 +71,7 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     // Retrieves the csv format.
     if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
@@ -96,6 +97,14 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       );
       return res.send(buffer);
       // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.salesByItemsApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      return res.send(pdfContent);
     } else {
       const sheet = await this.salesByItemsApp.sheet(tenantId, filter);
       return res.status(200).send(sheet);

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

@@ -62,6 +62,7 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the json table format.
@@ -97,6 +98,16 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
 
         return res.send(buffer);
         // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.salesTaxLiabilitySummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.status(200).send(pdfContent);
       } else {
         const sheet = await this.salesTaxLiabilitySummaryApp.sheet(
           tenantId,

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

@@ -70,6 +70,7 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     try {
       // Retrieves the json table format.
@@ -103,6 +104,16 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
         );
         return res.send(buffer);
         // Retrieve the json format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.transactionsByCustomersApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
       } else {
         const sheet = await this.transactionsByCustomersApp.sheet(
           tenantId,

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

@@ -71,6 +71,7 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the xlsx format.
@@ -101,6 +102,17 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.transactionsByVendorsApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.transactionsByVendorsApp.sheet(

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

@@ -3,7 +3,6 @@ import { Request, Response, Router, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
 import { castArray } from 'lodash';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import TrialBalanceSheetService from '@/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetInjectable';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
@@ -81,6 +80,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
       // Retrieves in json table format.
       if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
@@ -109,6 +109,17 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
         res.setHeader('Content-Type', 'text/csv');
 
         return res.send(buffer);
+        // Retrieves in pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.trialBalanceSheetApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        res.send(pdfContent);
         // Retrieves in json format.
       } else {
         const { data, query, meta } = await this.trialBalanceSheetApp.sheet(

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

@@ -72,6 +72,7 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the csv format.
@@ -100,6 +101,17 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.vendorBalanceSummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.vendorBalanceSummaryApp.sheet(

packages/server/src/api/controllers/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);
+  }
+}

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

@@ -0,0 +1,32 @@
+import Multer from 'multer';
+import { ServiceError } from '@/exceptions';
+
+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) {
+    cb(null, './public/imports');
+  },
+  filename: function (req, file, cb) {
+    // Add the creation timestamp to clean up temp files later.
+    const uniqueSuffix = Date.now() + '-' + Math.round(Math.random() * 1e9);
+    cb(null, uniqueSuffix);
+  },
+});
+
+export const uploadImportFile = Multer({
+  storage,
+  limits: { fileSize: 5 * 1024 * 1024 },
+  fileFilter: allowSheetExtensions,
+});

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

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

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

@@ -0,0 +1,47 @@
+import { Router } from 'express';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+import { Request, Response } from 'express';
+import { Inject, Service } from 'typedi';
+import BaseController from '../BaseController';
+import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+
+@Service()
+export class Webhooks extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use(PlaidWebhookTenantBootMiddleware);
+    router.post('/plaid', this.plaidWebhooks.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Listens to Plaid webhooks.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async plaidWebhooks(req: Request, res: Response) {
+    const { tenantId } = req;
+    const {
+      webhook_type: webhookType,
+      webhook_code: webhookCode,
+      item_id: plaidItemId,
+    } = req.body;
+
+    await this.plaidApp.webhooks(
+      tenantId,
+      plaidItemId,
+      webhookType,
+      webhookCode
+    );
+    return res.status(200).send({ code: 200, message: 'ok' });
+  }
+}

packages/server/src/api/index.ts

@@ -56,6 +56,9 @@ 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';
 
 export default () => {
   const app = Router();
@@ -71,6 +74,7 @@ export default () => {
   app.use('/ping', Container.get(Ping).router());
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
+  app.use('/webhooks', Container.get(Webhooks).router());
 
   // - Dashboard routes.
   // ---------------------------
@@ -118,6 +122,7 @@ 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',
@@ -131,6 +136,9 @@ 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('/', Container.get(ProjectTasksController).router());
   dashboard.use('/', Container.get(ProjectTimesController).router());
 

packages/server/src/config/index.ts

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

packages/server/src/data/options.ts

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

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

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

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

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

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

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

packages/server/src/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');
+};

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) {};

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');
+  });
+};

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;
+}

packages/server/src/interfaces/ARAgingSummaryReport.ts

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

packages/server/src/interfaces/Account.ts

@@ -6,12 +6,15 @@ export interface IAccountDTO {
   code: string;
   description: string;
   accountType: string;
-  parentAccountId: number;
+  parentAccountId?: number;
   active: boolean;
+  bankBalance?: number;
+  accountMask?: string;
 }
 
 export interface IAccountCreateDTO extends IAccountDTO {
   currencyCode?: string;
+  plaidAccountId?: string;
 }
 
 export interface IAccountEditDTO extends IAccountDTO {}
@@ -33,6 +36,7 @@ export interface IAccount {
   type?: any[];
   accountNormal: string;
   accountParentType: string;
+  bankBalance: string;
 }
 
 export enum AccountNormal {
@@ -154,10 +158,9 @@ export enum AccountAction {
   TransactionsLocking = 'TransactionsLocking',
 }
 
-
 export enum TaxRateAction {
   CREATE = 'Create',
   EDIT = 'Edit',
   DELETE = 'Delete',
   VIEW = 'View',
-}
+}

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;
+}

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

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;
+}

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;
+}

packages/server/src/interfaces/CustomerBalanceSummary.ts

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

packages/server/src/interfaces/FinancialStatements.ts

@@ -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;
+  
+}

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;
-}
+}

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 {

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 {

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 {

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 +93,71 @@ 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;
+
+  importable?: boolean;
+
+  importAggregator?: string;
+  importAggregateOn?: string;
+  importAggregateBy?: string;
+
   fields: { [key: string]: IModelMetaField };
 }
+
+// ----
+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
+  );

packages/server/src/interfaces/PaymentReceive.ts

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

packages/server/src/interfaces/Plaid.ts

@@ -0,0 +1,56 @@
+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[];
+}

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;
 }
 
 // ------------------------------------------------

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 {

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;
+}

packages/server/src/interfaces/SaleInvoice.ts

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

packages/server/src/interfaces/SaleReceipt.ts

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

packages/server/src/interfaces/SalesByItemsSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ISalesByItemsReportQuery {
@@ -10,9 +13,10 @@ export interface ISalesByItemsReportQuery {
   onlyActive: boolean;
 }
 
-export interface ISalesByItemsSheetMeta {
-  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;
-}
+}

packages/server/src/interfaces/SalesTaxLiabilitySummary.ts

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

packages/server/src/interfaces/TransactionsByCustomers.ts

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

packages/server/src/interfaces/TransactionsByVendors.ts

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

packages/server/src/interfaces/TrialBalanceSheet.ts

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

packages/server/src/interfaces/VendorBalanceSummary.ts

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

packages/server/src/interfaces/index.ts

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

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

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

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

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

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

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

packages/server/src/loaders/eventEmitter.ts

@@ -84,6 +84,12 @@ import { WriteInvoiceTaxTransactionsSubscriber } from '@/services/TaxRates/subsc
 import { BillTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/BillTaxRateValidateSubscriber';
 import { WriteBillTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteBillTaxTransactionsSubscriber';
 import { SyncItemTaxRateOnEditTaxSubscriber } from '@/services/TaxRates/SyncItemTaxRateOnEditTaxSubscriber';
+import { PlaidUpdateTransactionsOnItemCreatedSubscriber } from '@/services/Banking/Plaid/subscribers/PlaidUpdateTransactionsOnItemCreatedSubscriber';
+import { InvoiceChangeStatusOnMailSentSubscriber } from '@/services/Sales/Invoices/subscribers/InvoiceChangeStatusOnMailSentSubscriber';
+import { SaleReceiptMarkClosedOnMailSentSubcriber } from '@/services/Sales/Receipts/subscribers/SaleReceiptMarkClosedOnMailSentSubcriber';
+import { SaleEstimateMarkApprovedOnMailSent } from '@/services/Sales/Estimates/subscribers/SaleEstimateMarkApprovedOnMailSent';
+import { DeleteCashflowTransactionOnUncategorize } from '@/services/Cashflow/subscribers/DeleteCashflowTransactionOnUncategorize';
+import { PreventDeleteTransactionOnDelete } from '@/services/Cashflow/subscribers/PreventDeleteTransactionsOnDelete'; }
 
 export default () => {
   return new EventPublisher();
@@ -104,8 +110,12 @@ export const susbcribers = () => {
     InventorySubscriber,
     CustomerWriteGLOpeningBalanceSubscriber,
     VendorsWriteGLOpeningSubscriber,
+
+    // # Estimate
     SaleEstimateAutoSerialSubscriber,
     SaleEstimateSmsNotificationSubscriber,
+    SaleEstimateMarkApprovedOnMailSent,
+
     ExpensesWriteGLSubscriber,
     SaleReceiptAutoSerialSubscriber,
     SaleInvoiceAutoIncrementSubscriber,
@@ -152,11 +162,13 @@ export const susbcribers = () => {
     // #Invoices
     InvoicePaymentGLRewriteSubscriber,
     InvoiceCostGLEntriesSubscriber,
+    InvoiceChangeStatusOnMailSentSubscriber,
 
     BillPaymentsGLEntriesRewriteSubscriber,
 
     // # Receipts
     SaleReceiptCostGLEntriesSubscriber,
+    SaleReceiptMarkClosedOnMailSentSubcriber,
 
     // Transaction locking.
     SalesTransactionLockingGuardSubscriber,
@@ -199,6 +211,13 @@ export const susbcribers = () => {
     BillTaxRateValidateSubscriber,
     WriteBillTaxTransactionsSubscriber,
 
-    SyncItemTaxRateOnEditTaxSubscriber
+    SyncItemTaxRateOnEditTaxSubscriber,
+
+    // Plaid
+    PlaidUpdateTransactionsOnItemCreatedSubscriber,
+
+    // Cashflow
+    DeleteCashflowTransactionOnUncategorize,
+    PreventDeleteTransactionOnDelete
   ];
 };

packages/server/src/loaders/express.ts

@@ -4,7 +4,8 @@ import helmet from 'helmet';
 import boom from 'express-boom';
 import errorHandler from 'errorhandler';
 import bodyParser from 'body-parser';
-import fileUpload from 'express-fileupload';
+import { Server } from 'socket.io';
+import Container from 'typedi';
 import routes from 'api';
 import LoggerMiddleware from '@/api/middleware/LoggerMiddleware';
 import AgendashController from '@/api/controllers/Agendash';
@@ -45,13 +46,6 @@ export default ({ app }) => {
 
   app.use('/public', express.static(path.join(global.__storage_dir)));
 
-  // Handle multi-media requests.
-  app.use(
-    fileUpload({
-      createParentPath: true,
-    })
-  );
-
   // Logger middleware.
   app.use(LoggerMiddleware);
 
@@ -72,4 +66,32 @@ export default ({ app }) => {
   app.use((req: Request, res: Response, next: NextFunction) => {
     return res.boom.notFound();
   });
+  const server = app.listen(app.get('port'), (err) => {
+    if (err) {
+      console.log(err);
+      process.exit(1);
+      return;
+    }
+    console.log(`
+      ################################################
+        Server listening on port: ${app.get('port')}
+      ################################################
+    `);
+  });
+  const io = new Server(server, { path: '/socket' });
+
+  // Set socket.io listeners.
+  io.on('connection', (socket) => {
+    console.log('SOCKET CONNECTED');
+
+    socket.on('disconnect', () => {
+      console.log('SOCKET DISCONNECTED');
+    });
+  });
+  // Middleware to pass socket to each request object.
+  app.use((req: Request, res: Response, next: NextFunction) => {
+    req.io = io;
+    next();
+  });
+  Container.set('socket', io);
 };

packages/server/src/loaders/jobs.ts

@@ -10,6 +10,8 @@ import { SendSaleInvoiceReminderMailJob } from '@/services/Sales/Invoices/SendSa
 import { SendSaleEstimateMailJob } from '@/services/Sales/Estimates/SendSaleEstimateMailJob';
 import { SaleReceiptMailNotificationJob } from '@/services/Sales/Receipts/SaleReceiptMailNotificationJob';
 import { PaymentReceiveMailNotificationJob } from '@/services/Sales/PaymentReceives/PaymentReceiveMailNotificationJob';
+import { PlaidFetchTransactionsJob } from '@/services/Banking/Plaid/PlaidFetchTransactionsJob';
+import { ImportDeleteExpiredFilesJobs } from '@/services/Import/jobs/ImportDeleteExpiredFilesJob';
 
 export default ({ agenda }: { agenda: Agenda }) => {
   new ResetPasswordMailJob(agenda);
@@ -23,6 +25,10 @@ export default ({ agenda }: { agenda: Agenda }) => {
   new SendSaleEstimateMailJob(agenda);
   new SaleReceiptMailNotificationJob(agenda);
   new PaymentReceiveMailNotificationJob(agenda);
+  new PlaidFetchTransactionsJob(agenda);
+  new ImportDeleteExpiredFilesJobs(agenda);
 
-  agenda.start();
+  agenda.start().then(() => {
+    agenda.every('1 hours', 'delete-expired-imported-files', {});
+  });
 };

packages/server/src/loaders/tenantModels.ts

@@ -61,6 +61,8 @@ import Task from 'models/Task';
 import TaxRate from 'models/TaxRate';
 import TaxRateTransaction from 'models/TaxRateTransaction';
 import Attachment from 'models/Attachment';
+import PlaidItem from 'models/PlaidItem';
+import UncategorizedCashflowTransaction from 'models/UncategorizedCashflowTransaction';
 
 export default (knex) => {
   const models = {
@@ -124,7 +126,9 @@ export default (knex) => {
     Task,
     TaxRate,
     TaxRateTransaction,
-    Attachment
+    Attachment,
+    PlaidItem,
+    UncategorizedCashflowTransaction
   };
   return mapValues(models, (model) => model.bindKnex(knex));
 };

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

@@ -6,6 +6,7 @@ export default {
     sortOrder: 'DESC',
     sortField: 'name',
   },
+  importable: true,
   fields: {
     name: {
       name: 'account.field.name',
@@ -58,7 +59,7 @@ export default {
       fieldType: 'enumeration',
       options: ACCOUNT_TYPES.map((accountType) => ({
         label: accountType.label,
-        key: accountType.key
+        key: accountType.key,
       })),
     },
     active: {
@@ -84,6 +85,49 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    name: {
+      name: 'account.field.name',
+      fieldType: 'text',
+      unique: true,
+      required: true,
+    },
+    description: {
+      name: 'account.field.description',
+      fieldType: 'text',
+    },
+    code: {
+      name: 'account.field.code',
+      fieldType: 'text',
+      minLength: 3,
+      maxLength: 6,
+      unique: true,
+      importHint: 'Unique number to identify the account.',
+    },
+    accountType: {
+      name: 'account.field.type',
+      fieldType: 'enumeration',
+      options: ACCOUNT_TYPES.map((accountType) => ({
+        label: accountType.label,
+        key: accountType.key,
+      })),
+      required: true,
+    },
+    active: {
+      name: 'account.field.active',
+      fieldType: 'boolean',
+    },
+    currencyCode: {
+      name: 'account.field.currency',
+      fieldType: 'text',
+    },
+    parentAccountId: {
+      name: 'account.field.parent_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+    },
+  },
 };
 
 /**

packages/server/src/models/Account.ts

@@ -196,6 +196,7 @@ export default class Account extends mixin(TenantModel, [
     const Expense = require('models/Expense');
     const ExpenseEntry = require('models/ExpenseCategory');
     const ItemEntry = require('models/ItemEntry');
+    const UncategorizedTransaction = require('models/UncategorizedCashflowTransaction');
 
     return {
       /**
@@ -305,6 +306,21 @@ export default class Account extends mixin(TenantModel, [
           to: 'items_entries.sellAccountId',
         },
       },
+
+      /**
+       * Associated uncategorized transactions.
+       */
+      uncategorizedTransactions: {
+        relation: Model.HasManyRelation,
+        modelClass: UncategorizedTransaction.default,
+        join: {
+          from: 'accounts.id',
+          to: 'uncategorized_cashflow_transactions.accountId',
+        },
+        filter: (query) => {
+          query.where('categorized', false);
+        },
+      },
     };
   }
 

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

@@ -1,10 +1,13 @@
-
 export default {
   defaultFilterField: 'vendor',
   defaultSort: {
     sortOrder: 'DESC',
     sortField: 'bill_date',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'billNumber',
   fields: {
     vendor: {
       name: 'bill.field.vendor',
@@ -77,6 +80,77 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    billNumber: {
+      name: 'Bill No.',
+      fieldType: 'text',
+      required: true,
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    billDate: {
+      name: 'Date',
+      fieldType: 'date',
+      required: true,
+    },
+    dueDate: {
+      name: 'Due Date',
+      fieldType: 'date',
+      required: true,
+    },
+    vendorId: {
+      name: 'Vendor',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: 'displayName',
+      required: true,
+    },
+    exchangeRate: {
+      name: 'Exchange Rate',
+      fieldType: 'number',
+    },
+    note: {
+      name: 'Note',
+      fieldType: 'text',
+    },
+    open: {
+      name: 'Open',
+      fieldType: 'boolean',
+    },
+    entries: {
+      name: 'Entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        itemId: {
+          name: 'Item',
+          fieldType: 'relation',
+          relationModel: 'Item',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+          importHint: "Matches the item name or code."
+        },
+        rate: {
+          name: 'Rate',
+          fieldType: 'number',
+          required: true,
+        },
+        quantity: {
+          name: 'Quantity',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'Line Description',
+          fieldType: 'text',
+        },
+      },
+    },
+  },
 };
 
 /**

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

@@ -4,6 +4,10 @@ export default {
     sortOrder: 'DESC',
     sortField: 'bill_date',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'paymentNumber',
   fields: {
     vendor: {
       name: 'bill_payment.field.vendor',
@@ -33,7 +37,7 @@ export default {
 
       relationType: 'enumeration',
       relationKey: 'paymentAccount',
-      
+
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
@@ -63,4 +67,67 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    vendorId: {
+      name: 'bill_payment.field.vendor',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: ['displayName'],
+      required: true,
+    },
+    payment_date: {
+      name: 'bill_payment.field.payment_date',
+      fieldType: 'date',
+      required: true,
+    },
+    paymentNumber: {
+      name: 'bill_payment.field.payment_number',
+      fieldType: 'text',
+      unique: true,
+      importHint: "The payment number should be unique."
+    },
+    paymentAccountId: {
+      name: 'bill_payment.field.payment_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+      importHint: "Matches the account name or code."
+    },
+    exchangeRate: {
+      name: 'bill_payment.field.exchange_rate',
+      fieldType: 'number',
+    },
+    statement: {
+      name: 'bill_payment.field.statement',
+      fieldType: 'text',
+    },
+    reference: {
+      name: 'bill_payment.field.reference',
+      fieldType: 'text',
+    },
+    entries: {
+      name: 'bill_payment.field.entries',
+      column: 'entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        billId: {
+          name: 'bill_payment.field.entries.bill',
+          fieldType: 'relation',
+          relationModel: 'Bill',
+          relationImportMatch: 'billNumber',
+          required: true,
+          importHint: "Matches the bill number."
+        },
+        paymentAmount: {
+          name: 'bill_payment.field.entries.payment_amount',
+          fieldType: 'number',
+          required: true,
+        },
+      },
+    },
+  },
 };

packages/server/src/models/CashflowTransaction.ts

@@ -12,6 +12,8 @@ export default class CashflowTransaction extends TenantModel {
   transactionType: string;
   amount: number;
   exchangeRate: number;
+  uncategorize: boolean;
+  uncategorizedTransaction!: boolean;
 
   /**
    * Table name.
@@ -85,6 +87,14 @@ export default class CashflowTransaction extends TenantModel {
     return this.typeMeta?.direction === CASHFLOW_DIRECTION.IN;
   }
 
+  /**
+   * Detarmines whether the transaction imported from uncategorized transaction.
+   * @returns {boolean}
+   */
+  get isCategroizedTranasction() {
+    return !!this.uncategorizedTransaction;
+  }
+
   /**
    * Relationship mapping.
    */

packages/server/src/models/CreditNote.Meta.ts

@@ -12,6 +12,10 @@ export default {
     sortOrder: 'DESC',
     sortField: 'name',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'creditNoteNumber',
   fields: {
     customer: {
       name: 'credit_note.field.customer',
@@ -77,4 +81,72 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    customerId: {
+      name: 'Customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: 'displayName',
+      required: true,
+    },
+    exchangeRate: {
+      name: 'Exchange Rate',
+      fieldType: 'number',
+    },
+    creditNoteDate: {
+      name: 'Credit Note Date',
+      fieldType: 'date',
+      required: true,
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    note: {
+      name: 'Note',
+      fieldType: 'text',
+    },
+    termsConditions: {
+      name: 'Terms & Conditions',
+      fieldType: 'text',
+    },
+    creditNoteNumber: {
+      name: 'Credit Note Number',
+      fieldType: 'text',
+    },
+    open: {
+      name: 'Open',
+      fieldType: 'boolean',
+    },
+    entries: {
+      name: 'Entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      fields: {
+        itemId: {
+          name: 'Item',
+          fieldType: 'relation',
+          relationModel: 'Item',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+          importHint: 'Matches the item name or code.',
+        },
+        rate: {
+          name: 'Rate',
+          fieldType: 'number',
+          required: true,
+        },
+        quantity: {
+          name: 'Quantity',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'Description',
+          fieldType: 'text',
+        },
+      },
+    },
+  },
 };

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

@@ -1,36 +1,137 @@
 export default {
+  importable: true,
+  defaultFilterField: 'displayName',
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'created_at',
+  },
   fields: {
     first_name: {
-      name: 'customer.field.first_name',
+      name: 'vendor.field.first_name',
       column: 'first_name',
       fieldType: 'text',
     },
     last_name: {
-      name: 'customer.field.last_name',
+      name: 'vendor.field.last_name',
       column: 'last_name',
       fieldType: 'text',
     },
     display_name: {
+      name: 'vendor.field.display_name',
+      column: 'display_name',
+      fieldType: 'text',
+    },
+    email: {
+      name: 'vendor.field.email',
+      column: 'email',
+      fieldType: 'text',
+    },
+    work_phone: {
+      name: 'vendor.field.work_phone',
+      column: 'work_phone',
+      fieldType: 'text',
+    },
+    personal_phone: {
+      name: 'vendor.field.personal_pone',
+      column: 'personal_phone',
+      fieldType: 'text',
+    },
+    company_name: {
+      name: 'vendor.field.company_name',
+      column: 'company_name',
+      fieldType: 'text',
+    },
+    website: {
+      name: 'vendor.field.website',
+      column: 'website',
+      fieldType: 'text',
+    },
+    created_at: {
+      name: 'vendor.field.created_at',
+      column: 'created_at',
+      fieldType: 'date',
+    },
+    balance: {
+      name: 'vendor.field.balance',
+      column: 'balance',
+      fieldType: 'number',
+    },
+    opening_balance: {
+      name: 'vendor.field.opening_balance',
+      column: 'opening_balance',
+      fieldType: 'number',
+    },
+    opening_balance_at: {
+      name: 'vendor.field.opening_balance_at',
+      column: 'opening_balance_at',
+      fieldType: 'date',
+    },
+    currency_code: {
+      name: 'vendor.field.currency',
+      column: 'currency_code',
+      fieldType: 'text',
+    },
+    status: {
+      name: 'vendor.field.status',
+      type: 'enumeration',
+      options: [
+        { key: 'overdue', label: 'vendor.field.status.overdue' },
+        { key: 'unpaid', label: 'vendor.field.status.unpaid' },
+      ],
+      filterCustomQuery: (query, role) => {
+        switch (role.value) {
+          case 'overdue':
+            query.modify('overdue');
+            break;
+          case 'unpaid':
+            query.modify('unpaid');
+            break;
+        }
+      },
+    },
+  },
+  fields2: {
+    customerType: {
+      name: 'Customer Type',
+      fieldType: 'enumeration',
+      options: [
+        { key: 'business', label: 'Business' },
+        { key: 'individual', label: 'Individual' },
+      ],
+      required: true,
+    },
+    firstName: {
+      name: 'customer.field.first_name',
+      column: 'first_name',
+      fieldType: 'text',
+    },
+    lastName: {
+      name: 'customer.field.last_name',
+      column: 'last_name',
+      fieldType: 'text',
+    },
+    displayName: {
       name: 'customer.field.display_name',
       column: 'display_name',
       fieldType: 'text',
+      required: true,
     },
     email: {
       name: 'customer.field.email',
       column: 'email',
       fieldType: 'text',
     },
-    work_phone: {
+    workPhone: {
       name: 'customer.field.work_phone',
       column: 'work_phone',
       fieldType: 'text',
     },
-    personal_phone: {
+    personalPhone: {
       name: 'customer.field.personal_phone',
       column: 'personal_phone',
       fieldType: 'text',
     },
-    company_name: {
+    companyName: {
       name: 'customer.field.company_name',
       column: 'company_name',
       fieldType: 'text',
@@ -38,44 +139,110 @@ export default {
     website: {
       name: 'customer.field.website',
       column: 'website',
-      fieldType: 'text',
+      fieldType: 'url',
     },
-    created_at: {
-      name: 'customer.field.created_at',
-      column: 'created_at',
-      fieldType: 'date',
-    },
-    balance: {
-      name: 'customer.field.balance',
-      column: 'balance',
-      fieldType: 'number',
-    },
-    opening_balance: {
+    openingBalance: {
       name: 'customer.field.opening_balance',
       column: 'opening_balance',
       fieldType: 'number',
     },
-    opening_balance_at: {
+    openingBalanceAt: {
       name: 'customer.field.opening_balance_at',
       column: 'opening_balance_at',
       filterable: false,
       fieldType: 'date',
     },
-    currency_code: {
+    openingBalanceExchangeRate: {
+      name: 'Opening Balance Ex. Rate',
+      column: 'opening_balance_exchange_rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
       name: 'customer.field.currency',
       column: 'currency_code',
       fieldType: 'text',
     },
-    status: {
-      name: 'customer.field.status',
-      fieldType: 'enumeration',
-      options: [
-        { key: 'active', label: 'customer.field.status.active' },
-        { key: 'inactive', label: 'customer.field.status.inactive' },
-        { key: 'overdue', label: 'customer.field.status.overdue' },
-        { key: 'unpaid', label: 'customer.field.status.unpaid' },
-      ],
-      filterCustomQuery: statusFieldFilterQuery,
+    note: {
+      name: 'Note',
+      column: 'note',
+      fieldType: 'text',
+    },
+    active: {
+      name: 'Active',
+      column: 'active',
+      fieldType: 'boolean',
+    },
+    // Billing Address
+    billingAddress1: {
+      name: 'Billing Address 1',
+      column: 'billing_address1',
+      fieldType: 'text',
+    },
+    billingAddress2: {
+      name: 'Billing Address 2',
+      column: 'billing_address2',
+      fieldType: 'text',
+    },
+    billingAddressCity: {
+      name: 'Billing Address City',
+      column: 'billing_address_city',
+      fieldType: 'text',
+    },
+    billingAddressCountry: {
+      name: 'Billing Address Country',
+      column: 'billing_address_country',
+      fieldType: 'text',
+    },
+    billingAddressPostcode: {
+      name: 'Billing Address Postcode',
+      column: 'billing_address_postcode',
+      fieldType: 'text',
+    },
+    billingAddressState: {
+      name: 'Billing Address State',
+      column: 'billing_address_state',
+      fieldType: 'text',
+    },
+    billingAddressPhone: {
+      name: 'Billing Address Phone',
+      column: 'billing_address_phone',
+      fieldType: 'text',
+    },
+    // Shipping Address
+    shippingAddress1: {
+      name: 'Shipping Address 1',
+      column: 'shipping_address1',
+      fieldType: 'text',
+    },
+    shippingAddress2: {
+      name: 'Shipping Address 2',
+      column: 'shipping_address2',
+      fieldType: 'text',
+    },
+    shippingAddressCity: {
+      name: 'Shipping Address City',
+      column: 'shipping_address_city',
+      fieldType: 'text',
+    },
+    shippingAddressCountry: {
+      name: 'Shipping Address Country',
+      column: 'shipping_address_country',
+      fieldType: 'text',
+    },
+    shippingAddressPostcode: {
+      name: 'Shipping Address Postcode',
+      column: 'shipping_address_postcode',
+      fieldType: 'text',
+    },
+    shippingAddressPhone: {
+      name: 'Shipping Address Phone',
+      column: 'shipping_address_phone',
+      fieldType: 'text',
+    },
+    shippingAddressState: {
+      name: 'Shipping Address State',
+      column: 'shipping_address_state',
+      fieldType: 'text',
     },
   },
 };

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

@@ -7,13 +7,14 @@ export default {
     sortOrder: 'DESC',
     sortField: 'name',
   },
+  importable: true,
   fields: {
-    'payment_date': {
+    payment_date: {
       name: 'expense.field.payment_date',
       column: 'payment_date',
       fieldType: 'date',
     },
-    'payment_account': {
+    payment_account: {
       name: 'expense.field.payment_account',
       column: 'payment_account_id',
       fieldType: 'relation',
@@ -24,27 +25,27 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
-    'amount': {
+    amount: {
       name: 'expense.field.amount',
       column: 'total_amount',
       fieldType: 'number',
     },
-    'reference_no': {
+    reference_no: {
       name: 'expense.field.reference_no',
       column: 'reference_no',
       fieldType: 'text',
     },
-    'description': {
+    description: {
       name: 'expense.field.description',
       column: 'description',
       fieldType: 'text',
     },
-    'published': {
+    published: {
       name: 'expense.field.published',
       column: 'published_at',
       fieldType: 'date',
     },
-    'status': {
+    status: {
       name: 'expense.field.status',
       fieldType: 'enumeration',
       options: [
@@ -54,12 +55,71 @@ export default {
       filterCustomQuery: StatusFieldFilterQuery,
       sortCustomQuery: StatusFieldSortQuery,
     },
-    'created_at': {
+    created_at: {
       name: 'expense.field.created_at',
       column: 'created_at',
       fieldType: 'date',
     },
   },
+  fields2: {
+    paymentAccountId: {
+      name: 'expense.field.payment_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+      importHint: "Matches the account name or code."
+    },
+    referenceNo: {
+      name: 'expense.field.reference_no',
+      fieldType: 'text',
+    },
+    paymentDate: {
+      name: 'expense.field.payment_date',
+      fieldType: 'date',
+      required: true,
+    },
+    currencyCode: {
+      name: 'expense.field.currency_code',
+      fieldType: 'text',
+    },
+    exchangeRate: {
+      name: 'expense.field.exchange_rate',
+      fieldType: 'number',
+    },
+    description: {
+      name: 'expense.field.description',
+      fieldType: 'text',
+    },
+    categories: {
+      name: 'expense.field.categories',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      fields: {
+        expenseAccountId: {
+          name: 'expense.field.expense_account',
+          fieldType: 'relation',
+          relationModel: 'Account',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+          importHint: "Matches the account name or code."
+        },
+        amount: {
+          name: 'expense.field.amount',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'expense.field.line_description',
+          fieldType: 'text',
+        },
+      },
+    },
+    publish: {
+      name: 'expense.field.publish',
+      fieldType: 'boolean',
+    },
+  },
 };
 
 function StatusFieldFilterQuery(query, role) {

packages/server/src/models/Expense.ts

@@ -215,6 +215,10 @@ export default class Expense extends mixin(TenantModel, [
           to: 'branches.id',
         },
       },
+
+      /**
+       * 
+       */
       media: {
         relation: Model.ManyToManyRelation,
         modelClass: Media.default,

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

@@ -1,51 +1,52 @@
 export default {
+  importable: true,
   defaultFilterField: 'name',
   defaultSort: {
     sortField: 'name',
     sortOrder: 'DESC',
   },
   fields: {
-    'type': {
+    type: {
       name: 'item.field.type',
       column: 'type',
       fieldType: 'enumeration',
       options: [
-        { key: 'inventory', label: 'item.field.type.inventory', },
+        { key: 'inventory', label: 'item.field.type.inventory' },
         { key: 'service', label: 'item.field.type.service' },
-        { key: 'non-inventory', label: 'item.field.type.non-inventory', },
+        { key: 'non-inventory', label: 'item.field.type.non-inventory' },
       ],
     },
-    'name': {
+    name: {
       name: 'item.field.name',
       column: 'name',
       fieldType: 'text',
     },
-    'code': {
+    code: {
       name: 'item.field.code',
       column: 'code',
       fieldType: 'text',
     },
-    'sellable': {
+    sellable: {
       name: 'item.field.sellable',
       column: 'sellable',
       fieldType: 'boolean',
     },
-    'purchasable': {
+    purchasable: {
       name: 'item.field.purchasable',
       column: 'purchasable',
       fieldType: 'boolean',
     },
-    'sell_price': {
+    sell_price: {
       name: 'item.field.cost_price',
       column: 'sell_price',
       fieldType: 'number',
     },
-    'cost_price': {
+    cost_price: {
       name: 'item.field.cost_account',
       column: 'cost_price',
       fieldType: 'number',
     },
-    'cost_account': {
+    cost_account: {
       name: 'item.field.sell_account',
       column: 'cost_account_id',
       fieldType: 'relation',
@@ -56,7 +57,7 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
-    'sell_account': {
+    sell_account: {
       name: 'item.field.sell_description',
       column: 'sell_account_id',
       fieldType: 'relation',
@@ -67,7 +68,7 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
-    'inventory_account': {
+    inventory_account: {
       name: 'item.field.inventory_account',
       column: 'inventory_account_id',
 
@@ -77,27 +78,27 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
-    'sell_description': {
+    sell_description: {
       name: 'Sell description',
       column: 'sell_description',
       fieldType: 'text',
     },
-    'purchase_description': {
+    purchase_description: {
       name: 'Purchase description',
       column: 'purchase_description',
       fieldType: 'text',
     },
-    'quantity_on_hand': {
+    quantity_on_hand: {
       name: 'item.field.quantity_on_hand',
       column: 'quantity_on_hand',
       fieldType: 'number',
     },
-    'note': {
+    note: {
       name: 'item.field.note',
       column: 'note',
       fieldType: 'text',
     },
-    'category': {
+    category: {
       name: 'item.field.category',
       column: 'category_id',
 
@@ -107,17 +108,98 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'id',
     },
-    'active': {
+    active: {
       name: 'item.field.active',
       column: 'active',
       fieldType: 'boolean',
       filterable: false,
     },
-    'created_at': {
+    created_at: {
       name: 'item.field.created_at',
       column: 'created_at',
       columnType: 'date',
       fieldType: 'date',
     },
   },
+  fields2: {
+    type: {
+      name: 'item.field.type',
+      fieldType: 'enumeration',
+      options: [
+        { key: 'inventory', label: 'item.field.type.inventory' },
+        { key: 'service', label: 'item.field.type.service' },
+        { key: 'non-inventory', label: 'item.field.type.non-inventory' },
+      ],
+      required: true,
+    },
+    name: {
+      name: 'item.field.name',
+      fieldType: 'text',
+      required: true,
+    },
+    code: {
+      name: 'item.field.code',
+      fieldType: 'text',
+    },
+    sellable: {
+      name: 'item.field.sellable',
+      fieldType: 'boolean',
+    },
+    purchasable: {
+      name: 'item.field.purchasable',
+      fieldType: 'boolean',
+    },
+    sellPrice: {
+      name: 'item.field.sell_price',
+      fieldType: 'number',
+    },
+    cost_price: {
+      name: 'item.field.cost_price',
+      fieldType: 'number',
+    },
+    costAccount: {
+      name: 'item.field.cost_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      importHint: 'Matches the account name or code.',
+    },
+    sellAccount: {
+      name: 'item.field.sell_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      importHint: 'Matches the account name or code.',
+    },
+    inventoryAccount: {
+      name: 'item.field.inventory_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      importHint: 'Matches the account name or code.',
+    },
+    sellDescription: {
+      name: 'Sell Description',
+      fieldType: 'text',
+    },
+    purchaseDescription: {
+      name: 'Purchase Description',
+      fieldType: 'text',
+    },
+    note: {
+      name: 'item.field.note',
+      fieldType: 'text',
+    },
+    category: {
+      name: 'item.field.category',
+      fieldType: 'relation',
+      relationModel: 'ItemCategory',
+      relationImportMatch: ['name'],
+      importHint: "Matches the category name."
+    },
+    active: {
+      name: 'item.field.active',
+      fieldType: 'boolean',
+    },
+  },
 };

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

@@ -4,6 +4,7 @@ export default {
     sortField: 'name',
     sortOrder: 'DESC',
   },
+  importable: true,
   fields: {
     name: {
       name: 'item_category.field.name',
@@ -27,4 +28,16 @@ export default {
       columnType: 'date',
     },
   },
+  fields2: {
+    name: {
+      name: 'item_category.field.name',
+      column: 'name',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'item_category.field.description',
+      column: 'description',
+      fieldType: 'text',
+    },
+  },
 };

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

@@ -4,54 +4,130 @@ export default {
     sortOrder: 'DESC',
     sortField: 'name',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'journalNumber',
   fields: {
-    'date': {
+    date: {
       name: 'manual_journal.field.date',
       column: 'date',
       fieldType: 'date',
     },
-    'journal_number': {
+    journal_number: {
       name: 'manual_journal.field.journal_number',
       column: 'journal_number',
       fieldType: 'text',
     },
-    'reference': {
+    reference: {
       name: 'manual_journal.field.reference',
       column: 'reference',
       fieldType: 'text',
     },
-    'journal_type': {
+    journal_type: {
       name: 'manual_journal.field.journal_type',
       column: 'journal_type',
       fieldType: 'text',
     },
-    'amount': {
+    amount: {
       name: 'manual_journal.field.amount',
       column: 'amount',
       fieldType: 'number',
     },
-    'description': {
+    description: {
       name: 'manual_journal.field.description',
       column: 'description',
       fieldType: 'text',
     },
-    'status': {
+    status: {
       name: 'manual_journal.field.status',
       column: 'status',
       fieldType: 'enumeration',
       options: [
         { key: 'draft', label: 'Draft' },
-        { key: 'published', label: 'published' }
+        { key: 'published', label: 'published' },
       ],
       filterCustomQuery: StatusFieldFilterQuery,
       sortCustomQuery: StatusFieldSortQuery,
     },
-    'created_at': {
+    created_at: {
       name: 'manual_journal.field.created_at',
       column: 'created_at',
       fieldType: 'date',
     },
   },
+  fields2: {
+    date: {
+      name: 'manual_journal.field.date',
+      fieldType: 'date',
+      required: true,
+    },
+    journalNumber: {
+      name: 'manual_journal.field.journal_number',
+      fieldType: 'text',
+      required: true,
+    },
+    reference: {
+      name: 'manual_journal.field.reference',
+      fieldType: 'text',
+    },
+    journalType: {
+      name: 'manual_journal.field.journal_type',
+      fieldType: 'text',
+    },
+    currencyCode: {
+      name: 'manual_journal.field.currency',
+      fieldType: 'text',
+    },
+    exchange_rate: {
+      name: 'manual_journal.field.exchange_rate',
+      fieldType: 'number',
+    },
+    description: {
+      name: 'manual_journal.field.description',
+      fieldType: 'text',
+    },
+    entries: {
+      name: 'Entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 2,
+      required: true,
+      fields: {
+        credit: {
+          name: 'Credit',
+          fieldType: 'number',
+          required: true,
+        },
+        debit: {
+          name: 'Debit',
+          fieldType: 'number',
+          required: true,
+        },
+        accountId: {
+          name: 'Account',
+          fieldType: 'relation',
+          relationModel: 'Account',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+        },
+        contact: {
+          name: 'Contact',
+          fieldType: 'relation',
+          relationModel: 'Contact',
+          relationImportMatch: 'displayName',
+        },
+        note: {
+          name: 'Note',
+          fieldType: 'text',
+        },
+      },
+    },
+    publish: {
+      name: 'Publish',
+      fieldType: 'boolean',
+    },
+  },
 };
 
 /**
@@ -64,6 +140,6 @@ function StatusFieldSortQuery(query, role) {
 /**
  * Status field filter custom query.
  */
- function StatusFieldFilterQuery(query, role) {
+function StatusFieldFilterQuery(query, role) {
   query.modify('filterByStatus', role.value);
 }

packages/server/src/models/ModelSetting.ts

@@ -1,33 +1,54 @@
 import { get } from 'lodash';
-import { IModelMeta, IModelMetaField, IModelMetaDefaultSort } from '@/interfaces';
+import {
+  IModelMeta,
+  IModelMetaField,
+  IModelMetaDefaultSort,
+} from '@/interfaces';
+
+const defaultModelMeta = {
+  fields: {},
+  fields2: {},
+};
 
 export default (Model) =>
   class ModelSettings extends Model {
     /**
      *
+     * @returns {IModelMeta}
      */
     static get meta(): IModelMeta {
       throw new Error('');
     }
 
+    /**
+     * Parsed meta merged with default emta.
+     * @returns {IModelMeta}
+     */
+    static get parsedMeta(): IModelMeta {
+      return {
+        ...defaultModelMeta,
+        ...this.meta,
+      };
+    }
+
     /**
      * Retrieve specific model field meta of the given field key.
      * @param {string} key
      * @returns {IModelMetaField}
      */
-    public static getField(key: string, attribute?:string): IModelMetaField {
+    public static getField(key: string, attribute?: string): IModelMetaField {
       const field = get(this.meta.fields, key);
 
       return attribute ? get(field, attribute) : field;
     }
 
     /**
-     * Retrieve  the specific model meta.
+     * Retrieves the specific model meta.
      * @param {string} key
      * @returns
      */
     public static getMeta(key?: string) {
-      return key ? get(this.meta, key): this.meta; 
+      return key ? get(this.parsedMeta, key) : this.parsedMeta;
     }
 
     /**

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

@@ -1,5 +1,8 @@
-
 export default {
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'paymentReceiveNo',
   fields: {
     customer: {
       name: 'payment_receive.field.customer',
@@ -54,4 +57,65 @@ export default {
       fieldDate: 'date',
     },
   },
+  fields2: {
+    customerId: {
+      name: 'payment_receive.field.customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: ['displayName'],
+      required: true,
+    },
+    exchangeRate: {
+      name: 'payment_receive.field.exchange_rate',
+      fieldType: 'number',
+    },
+    paymentDate: {
+      name: 'payment_receive.field.payment_date',
+      fieldType: 'date',
+      required: true,
+    },
+    referenceNo: {
+      name: 'payment_receive.field.reference_no',
+      fieldType: 'text',
+    },
+    depositAccountId: {
+      name: 'payment_receive.field.deposit_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+      importHint: "Matches the account name or code."
+    },
+    paymentReceiveNo: {
+      name: 'payment_receive.field.payment_receive_no',
+      fieldType: 'text',
+      importHint: "The payment number should be unique."
+    },
+    statement: {
+      name: 'payment_receive.field.statement',
+      fieldType: 'text',
+    },
+    entries: {
+      name: 'payment_receive.field.entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        invoiceId: {
+          name: 'payment_receive.field.invoice',
+          fieldType: 'relation',
+          relationModel: 'SaleInvoice',
+          relationImportMatch: 'invoiceNo',
+          required: true,
+          importHint: "Matches the invoice number."
+        },
+        paymentAmount: {
+          name: 'payment_receive.field.entries.payment_amount',
+          fieldType: 'number',
+          required: true,
+        },
+      },
+    },
+  },
 };

packages/server/src/models/PlaidItem.ts

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

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

@@ -4,18 +4,22 @@ export default {
     sortOrder: 'DESC',
     sortField: 'estimate_date',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'estimateNumber',
   fields: {
-    'amount': {
+    amount: {
       name: 'estimate.field.amount',
       column: 'amount',
       fieldType: 'number',
     },
-    'estimate_number': {
+    estimate_number: {
       name: 'estimate.field.estimate_number',
       column: 'estimate_number',
       fieldType: 'text',
     },
-    'customer': {
+    customer: {
       name: 'estimate.field.customer',
       column: 'customer_id',
       fieldType: 'relation',
@@ -26,32 +30,32 @@ export default {
       relationEntityLabel: 'display_name',
       relationEntityKey: 'id',
     },
-    'estimate_date': {
+    estimate_date: {
       name: 'estimate.field.estimate_date',
       column: 'estimate_date',
       fieldType: 'date',
     },
-    'expiration_date': {
+    expiration_date: {
       name: 'estimate.field.expiration_date',
       column: 'expiration_date',
       fieldType: 'date',
     },
-    'reference_no': {
+    reference_no: {
       name: 'estimate.field.reference_no',
       column: 'reference',
       fieldType: 'text',
     },
-    'note': {
+    note: {
       name: 'estimate.field.note',
       column: 'note',
       fieldType: 'text',
     },
-    'terms_conditions': {
+    terms_conditions: {
       name: 'estimate.field.terms_conditions',
       column: 'terms_conditions',
       fieldType: 'text',
     },
-    'status': {
+    status: {
       name: 'estimate.field.status',
       fieldType: 'enumeration',
       options: [
@@ -63,12 +67,90 @@ export default {
       filterCustomQuery: StatusFieldFilterQuery,
       sortCustomQuery: StatusFieldSortQuery,
     },
-    'created_at': {
+    created_at: {
       name: 'estimate.field.created_at',
       column: 'created_at',
       columnType: 'date',
     },
   },
+  fields2: {
+    customerId: {
+      name: 'Customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: ['displayName'],
+      required: true,
+    },
+    estimateDate: {
+      name: 'Estimate Date',
+      fieldType: 'date',
+      required: true,
+    },
+    expirationDate: {
+      name: 'Expiration Date',
+      fieldType: 'date',
+      required: true,
+    },
+    estimateNumber: {
+      name: 'Estimate No.',
+      fieldType: 'text',
+    },
+    reference: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    exchangeRate: {
+      name: 'Exchange Rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'Currency',
+      fieldType: 'text',
+    },
+    note: {
+      name: 'Note',
+      fieldType: 'text',
+    },
+    termsConditions: {
+      name: 'Terms & Conditions',
+      fieldType: 'text',
+    },
+    delivered: {
+      name: 'Delivered',
+      type: 'boolean',
+    },
+    entries: {
+      name: 'Entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        itemId: {
+          name: 'invoice.field.item_name',
+          fieldType: 'relation',
+          relationModel: 'Item',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+          importHint: "Matches the item name or code."
+        },
+        rate: {
+          name: 'invoice.field.rate',
+          fieldType: 'number',
+          required: true,
+        },
+        quantity: {
+          name: 'invoice.field.quantity',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'Line Description',
+          fieldType: 'text',
+        },
+      },
+    },
+  },
 };
 
 function StatusFieldSortQuery(query, role) {