feat: add hints to import fields

feat: clean up the imported temp files

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",
@@ -105,7 +106,8 @@
     "typedi": "^0.8.0",
     "uniqid": "^5.2.0",
     "winston": "^3.2.1",
-    "xlsx": "^0.18.5"
+    "xlsx": "^0.18.5",
+    "yup": "^0.28.1"
   },
   "devDependencies": {
     "@types/lodash": "^4.14.158",

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/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/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/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/index.ts

@@ -56,6 +56,7 @@ 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';
 
@@ -135,6 +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/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/CashFlow.ts

@@ -233,3 +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;
@@ -50,6 +51,7 @@ export interface ICashflowCommandDTO {
 
 export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {
   plaidAccountId?: string;
+  uncategorizedTransactionId?: number;
 }
 
 export interface ICashflowTransaction {
@@ -82,6 +84,8 @@ export interface ICashflowTransaction {
 
   isCashDebit?: boolean;
   isCashCredit?: boolean;
+
+  uncategorizedTransactionId?: number;
 }
 
 export interface ICashflowTransactionLine {
@@ -124,8 +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/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/Plaid.ts

@@ -38,6 +38,7 @@ export interface PlaidTransaction {
   iso_currency_code: string;
   transaction_id: string;
   transaction_type: string;
+  payment_meta: { reference_number: string | null; payee: string | null };
 }
 
 export interface PlaidFetchedTransactionsUpdates {

packages/server/src/loaders/eventEmitter.ts

@@ -88,6 +88,8 @@ import { PlaidUpdateTransactionsOnItemCreatedSubscriber } from '@/services/Banki
 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();
@@ -212,6 +214,10 @@ export const susbcribers = () => {
     SyncItemTaxRateOnEditTaxSubscriber,
 
     // Plaid
-    PlaidUpdateTransactionsOnItemCreatedSubscriber
+    PlaidUpdateTransactionsOnItemCreatedSubscriber,
+
+    // Cashflow
+    DeleteCashflowTransactionOnUncategorize,
+    PreventDeleteTransactionOnDelete
   ];
 };

packages/server/src/loaders/express.ts

@@ -4,7 +4,6 @@ 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';
@@ -47,13 +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);
 

packages/server/src/loaders/jobs.ts

@@ -11,6 +11,7 @@ import { SendSaleEstimateMailJob } from '@/services/Sales/Estimates/SendSaleEsti
 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);
@@ -25,6 +26,9 @@ export default ({ agenda }: { agenda: 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

@@ -62,6 +62,7 @@ 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 = {
@@ -126,7 +127,8 @@ export default (knex) => {
     TaxRate,
     TaxRateTransaction,
     Attachment,
-    PlaidItem
+    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/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) {

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

@@ -4,6 +4,10 @@ export default {
     sortOrder: 'DESC',
     sortField: 'created_at',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'invoiceNo',
   fields: {
     customer: {
       name: 'invoice.field.customer',
@@ -83,6 +87,84 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    invoiceDate: {
+      name: 'invoice.field.invoice_date',
+      fieldType: 'date',
+      required: true,
+    },
+    dueDate: {
+      name: 'invoice.field.due_date',
+      fieldType: 'date',
+      required: true,
+    },
+    referenceNo: {
+      name: 'invoice.field.reference_no',
+      fieldType: 'text',
+    },
+    invoiceNo: {
+      name: 'invoice.field.invoice_no',
+      fieldType: 'text',
+    },
+    customerId: {
+      name: 'invoice.field.customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: 'displayName',
+      required: true,
+    },
+    exchangeRate: {
+      name: 'invoice.field.exchange_rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'invoice.field.currency',
+      fieldType: 'text',
+    },
+    invoiceMessage: {
+      name: 'invoice.field.invoice_message',
+      fieldType: 'text',
+    },
+    termsConditions: {
+      name: 'invoice.field.terms_conditions',
+      fieldType: 'text',
+    },
+    entries: {
+      name: 'invoice.field.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: 'invoice.field.description',
+          fieldType: 'text',
+        },
+      },
+    },
+    delivered: {
+      name: 'invoice.field.delivered',
+      fieldType: 'boolean',
+    },
+  },
 };
 
 /**

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

@@ -4,13 +4,17 @@ export default {
     sortOrder: 'DESC',
     sortField: 'created_at',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'receiptNumber',
   fields: {
-    'amount': {
+    amount: {
       name: 'receipt.field.amount',
       column: 'amount',
       fieldType: 'number',
     },
-    'deposit_account': {
+    deposit_account: {
       column: 'deposit_account_id',
       name: 'receipt.field.deposit_account',
       fieldType: 'relation',
@@ -21,7 +25,7 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
-    'customer': {
+    customer: {
       name: 'receipt.field.customer',
       column: 'customer_id',
       fieldType: 'relation',
@@ -32,38 +36,37 @@ export default {
       relationEntityLabel: 'display_name',
       relationEntityKey: 'id',
     },
-    'receipt_date': {
+    receipt_date: {
       name: 'receipt.field.receipt_date',
       column: 'receipt_date',
       fieldType: 'date',
-      
     },
-    'receipt_number': {
+    receipt_number: {
       name: 'receipt.field.receipt_number',
       column: 'receipt_number',
       fieldType: 'text',
     },
-    'reference_no': {
+    reference_no: {
       name: 'receipt.field.reference_no',
       column: 'reference_no',
       fieldType: 'text',
     },
-    'receipt_message': {
+    receipt_message: {
       name: 'receipt.field.receipt_message',
       column: 'receipt_message',
       fieldType: 'text',
     },
-    'statement': {
+    statement: {
       name: 'receipt.field.statement',
       column: 'statement',
       fieldType: 'text',
     },
-    'created_at': {
+    created_at: {
       name: 'receipt.field.created_at',
       column: 'created_at',
       fieldType: 'date',
     },
-    'status': {
+    status: {
       name: 'receipt.field.status',
       fieldType: 'enumeration',
       options: [
@@ -74,6 +77,82 @@ export default {
       sortCustomQuery: StatusFieldSortQuery,
     },
   },
+  fields2: {
+    receiptDate: {
+      name: 'Receipt Date',
+      fieldType: 'date',
+      required: true,
+    },
+    customerId: {
+      name: 'Customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: 'displayName',
+      required: true,
+    },
+    depositAccountId: {
+      name: 'Deposit Account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+    },
+    exchangeRate: {
+      name: 'Exchange Rate',
+      fieldType: 'number',
+    },
+    receiptNumber: {
+      name: 'Receipt Number',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    closed: {
+      name: 'Closed',
+      fieldType: '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: 'invoice.field.description',
+          fieldType: 'text',
+        },
+      },
+    },
+    statement: {
+      name: 'Statement',
+      fieldType: 'text',
+    },
+    receiptMessage: {
+      name: 'Receipt Message',
+      fieldType: 'text',
+    },
+  },
 };
 
 function StatusFieldFilterQuery(query, role) {

packages/server/src/models/UncategorizedCashflowTransaction.meta.ts

@@ -0,0 +1,72 @@
+export default {
+  defaultFilterField: 'createdAt',
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'created_at',
+  },
+  importable: true,
+  fields: {
+    date: {
+      name: 'Date',
+      column: 'date',
+      fieldType: 'date',
+    },
+    payee: {
+      name: 'Payee',
+      column: 'payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      column: 'description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      column: 'reference_no',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      column: 'Amount',
+      fieldType: 'numeric',
+      required: true,
+    },
+    account: {
+      name: 'Account',
+      column: 'account_id',
+      fieldType: 'relation',
+      to: { model: 'Account', to: 'id' },
+    },
+    createdAt: {
+      name: 'Created At',
+      column: 'createdAt',
+      fieldType: 'date',
+      importable: false,
+    },
+  },
+  fields2: {
+    date: {
+      name: 'Date',
+      fieldType: 'date',
+      required: true,
+    },
+    payee: {
+      name: 'Payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      fieldType: 'number',
+      required: true,
+    },
+  },
+};

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -0,0 +1,150 @@
+/* eslint-disable global-require */
+import * as R from 'ramda';
+import { Model, ModelOptions, QueryContext, mixin } from 'objection';
+import TenantModel from 'models/TenantModel';
+import ModelSettings from './ModelSetting';
+import Account from './Account';
+import UncategorizedCashflowTransactionMeta from './UncategorizedCashflowTransaction.meta';
+
+export default class UncategorizedCashflowTransaction extends mixin(
+  TenantModel,
+  [ModelSettings]
+) {
+  id!: number;
+  amount!: number;
+  categorized!: boolean;
+  accountId!: number;
+
+  /**
+   * Table name.
+   */
+  static get tableName() {
+    return 'uncategorized_cashflow_transactions';
+  }
+
+  /**
+   * Timestamps columns.
+   */
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  /**
+   * Virtual attributes.
+   */
+  static get virtualAttributes() {
+    return [
+      'withdrawal',
+      'deposit',
+      'isDepositTransaction',
+      'isWithdrawalTransaction',
+    ];
+  }
+
+  static get meta() {
+    return UncategorizedCashflowTransactionMeta;
+  }
+
+  /**
+   * Retrieves the withdrawal amount.
+   * @returns {number}
+   */
+  public get withdrawal() {
+    return this.amount < 0 ? Math.abs(this.amount) : 0;
+  }
+
+  /**
+   * Retrieves the deposit amount.
+   * @returns {number}
+   */
+  public get deposit(): number {
+    return this.amount > 0 ? Math.abs(this.amount) : 0;
+  }
+
+  /**
+   * Detarmines whether the transaction is deposit transaction.
+   */
+  public get isDepositTransaction(): boolean {
+    return 0 < this.deposit;
+  }
+
+  /**
+   * Detarmines whether the transaction is withdrawal transaction.
+   */
+  public get isWithdrawalTransaction(): boolean {
+    return 0 < this.withdrawal;
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    const Account = require('models/Account');
+
+    return {
+      /**
+       * Transaction may has associated to account.
+       */
+      account: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Account.default,
+        join: {
+          from: 'uncategorized_cashflow_transactions.accountId',
+          to: 'accounts.id',
+        },
+      },
+    };
+  }
+
+  /**
+   * Updates the count of uncategorized transactions for the associated account
+   * based on the specified operation.
+   * @param {QueryContext} queryContext - The query context for the transaction.
+   * @param {boolean} increment - Indicates whether to increment or decrement the count.
+   */
+  private async updateUncategorizedTransactionCount(
+    queryContext: QueryContext,
+    increment: boolean
+  ) {
+    const operation = increment ? 'increment' : 'decrement';
+    const amount = increment ? 1 : -1;
+
+    await Account.query(queryContext.transaction)
+      .findById(this.accountId)
+      [operation]('uncategorized_transactions', amount);
+  }
+
+  /**
+   * Runs after insert.
+   * @param {QueryContext} queryContext
+   */
+  public async $afterInsert(queryContext) {
+    await super.$afterInsert(queryContext);
+    await this.updateUncategorizedTransactionCount(queryContext, true);
+  }
+
+  /**
+   * Runs after update.
+   * @param {ModelOptions} opt
+   * @param {QueryContext} queryContext
+   */
+  public async $afterUpdate(
+    opt: ModelOptions,
+    queryContext: QueryContext
+  ): Promise<any> {
+    await super.$afterUpdate(opt, queryContext);
+
+    if (this.id && this.categorized) {
+      await this.updateUncategorizedTransactionCount(queryContext, false);
+    }
+  }
+
+  /**
+   * Runs after delete.
+   * @param {QueryContext} queryContext
+   */
+  public async $afterDelete(queryContext: QueryContext) {
+    await super.$afterDelete(queryContext);
+    await this.updateUncategorizedTransactionCount(queryContext, false);
+  }
+}

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

@@ -1,9 +1,10 @@
 export default {
-  defaultFilterField: 'display_name',
+  defaultFilterField: 'displayName',
   defaultSort: {
     sortOrder: 'DESC',
     sortField: 'created_at',
   },
+  importable: true,
   fields: {
     first_name: {
       name: 'vendor.field.first_name',
@@ -89,4 +90,149 @@ export default {
       },
     },
   },
+  fields2: {
+    firstName: {
+      name: 'vendor.field.first_name',
+      column: 'first_name',
+      fieldType: 'text',
+    },
+    lastName: {
+      name: 'vendor.field.last_name',
+      column: 'last_name',
+      fieldType: 'text',
+    },
+    displayName: {
+      name: 'vendor.field.display_name',
+      column: 'display_name',
+      fieldType: 'text',
+      required: true,
+    },
+    email: {
+      name: 'vendor.field.email',
+      column: 'email',
+      fieldType: 'text',
+    },
+    workPhone: {
+      name: 'vendor.field.work_phone',
+      column: 'work_phone',
+      fieldType: 'text',
+    },
+    personalPhone: {
+      name: 'vendor.field.personal_phone',
+      column: 'personal_phone',
+      fieldType: 'text',
+    },
+    companyName: {
+      name: 'vendor.field.company_name',
+      column: 'company_name',
+      fieldType: 'text',
+    },
+    website: {
+      name: 'vendor.field.website',
+      column: 'website',
+      fieldType: 'text',
+    },
+    openingBalance: {
+      name: 'vendor.field.opening_balance',
+      column: 'opening_balance',
+      fieldType: 'number',
+    },
+    openingBalanceAt: {
+      name: 'vendor.field.opening_balance_at',
+      column: 'opening_balance_at',
+      fieldType: 'date',
+    },
+    openingBalanceExchangeRate: {
+      name: 'Opening Balance Ex. Rate',
+      column: 'opening_balance_exchange_rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'vendor.field.currency',
+      column: 'currency_code',
+      fieldType: 'text',
+    },
+    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',
+    },
+    shippingAddressState: {
+      name: 'Shipping Address State',
+      column: 'shipping_address_state',
+      fieldType: 'text',
+    },
+    shippingAddressPhone: {
+      name: 'Shipping Address Phone',
+      column: 'shipping_address_phone',
+      fieldType: 'text',
+    },
+  },
 };

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

@@ -12,6 +12,10 @@ export default {
     sortOrder: 'DESC',
     sortField: 'name',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'vendorCreditNumber',
   fields: {
     vendor: {
       name: 'vendor_credit.field.vendor',
@@ -72,4 +76,69 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    vendorId: {
+      name: 'Vendor',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: 'displayName',
+      required: true,
+    },
+    exchangeRate: {
+      name: 'Echange Rate',
+      fieldType: 'text',
+    },
+    vendorCreditNumber: {
+      name: 'Vendor Credit No.',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Refernece No.',
+      fieldType: 'text',
+    },
+    vendorCreditDate: {
+      name: 'Vendor Credit Date',
+      fieldType: 'date',
+      required: true,
+    },
+    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 Name',
+          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/services/Accounts/AccountsApplication.ts

@@ -16,6 +16,7 @@ import { ActivateAccount } from './ActivateAccount';
 import { GetAccounts } from './GetAccounts';
 import { GetAccount } from './GetAccount';
 import { GetAccountTransactions } from './GetAccountTransactions';
+import { Knex } from 'knex';
 
 @Service()
 export class AccountsApplication {
@@ -48,9 +49,10 @@ export class AccountsApplication {
    */
   public createAccount = (
     tenantId: number,
-    accountDTO: IAccountCreateDTO
+    accountDTO: IAccountCreateDTO,
+    trx?: Knex.Transaction
   ): Promise<IAccount> => {
-    return this.createAccountService.createAccount(tenantId, accountDTO);
+    return this.createAccountService.createAccount(tenantId, accountDTO, trx);
   };
 
   /**

packages/server/src/services/Accounts/AccountsImportable.SampleData.ts

@@ -0,0 +1,50 @@
+export const AccountsSampleData = [
+  {
+    'Account Name': 'Utilities Expense',
+    'Account Code': 9000,
+    Type: 'Expense',
+    Description: 'Omnis voluptatum consequatur.',
+    Active: 'T',
+    'Currency Code': '',
+  },
+  {
+    'Account Name': 'Unearned Revenue',
+    'Account Code': 9010,
+    Type: 'Long Term Liability',
+    Description: 'Autem odit voluptas nihil unde.',
+    Active: 'T',
+    'Currency Code': '',
+  },
+  {
+    'Account Name': 'Long-Term Debt',
+    'Account Code': 9020,
+    Type: 'Long Term Liability',
+    Description: 'In voluptas cumque exercitationem.',
+    Active: 'T',
+    'Currency Code': '',
+  },
+  {
+    'Account Name': 'Salaries and Wages Expense',
+    'Account Code': 9030,
+    Type: 'Expense',
+    Description: 'Assumenda aspernatur soluta aliquid perspiciatis quasi.',
+    Active: 'T',
+    'Currency Code': '',
+  },
+  {
+    'Account Name': 'Rental Income',
+    'Account Code': 9040,
+    Type: 'Income',
+    Description: 'Omnis possimus amet occaecati inventore.',
+    Active: 'T',
+    'Currency Code': '',
+  },
+  {
+    'Account Name': 'Paypal',
+    'Account Code': 9050,
+    Type: 'Bank',
+    Description: 'In voluptas cumque exercitationem.',
+    Active: 'T',
+    'Currency Code': '',
+  },
+];

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

@@ -0,0 +1,45 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { IAccountCreateDTO } from '@/interfaces';
+import { CreateAccount } from './CreateAccount';
+import { Importable } from '../Import/Importable';
+import { AccountsSampleData } from './AccountsImportable.SampleData';
+
+@Service()
+export class AccountsImportable extends Importable {
+  @Inject()
+  private createAccountService: CreateAccount;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createAccountDTO: IAccountCreateDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createAccountService.createAccount(
+      tenantId,
+      createAccountDTO,
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet. 
+   */
+  public sampleData(): any[] {
+    return AccountsSampleData;
+  }
+}

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

@@ -97,9 +97,11 @@ export class CommandAccountValidators {
           query.whereNot('id', notAccountId);
         }
       });
-
     if (account.length > 0) {
-      throw new ServiceError(ERRORS.ACCOUNT_CODE_NOT_UNIQUE);
+      throw new ServiceError(
+        ERRORS.ACCOUNT_CODE_NOT_UNIQUE,
+        'Account code is not unique.'
+      );
     }
   }
 
@@ -124,7 +126,10 @@ export class CommandAccountValidators {
         }
       });
     if (foundAccount) {
-      throw new ServiceError(ERRORS.ACCOUNT_NAME_NOT_UNIQUE);
+      throw new ServiceError(
+        ERRORS.ACCOUNT_NAME_NOT_UNIQUE,
+        'Account name is not unique.'
+      );
     }
   }
 

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

@@ -97,13 +97,14 @@ export class CreateAccount {
 
   /**
    * Creates a new account on the storage.
-   * @param   {number} tenantId
-   * @param   {IAccountCreateDTO} accountDTO
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} accountDTO
    * @returns {Promise<IAccount>}
    */
   public createAccount = async (
     tenantId: number,
-    accountDTO: IAccountCreateDTO
+    accountDTO: IAccountCreateDTO,
+    trx?: Knex.Transaction
   ): Promise<IAccount> => {
     const { Account } = this.tenancy.models(tenantId);
 
@@ -119,27 +120,31 @@ export class CreateAccount {
       tenantMeta.baseCurrency
     );
     // Creates a new account with associated transactions under unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onAccountCreating` event.
-      await this.eventPublisher.emitAsync(events.accounts.onCreating, {
-        tenantId,
-        accountDTO,
-        trx,
-      } as IAccountEventCreatingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onAccountCreating` event.
+        await this.eventPublisher.emitAsync(events.accounts.onCreating, {
+          tenantId,
+          accountDTO,
+          trx,
+        } as IAccountEventCreatingPayload);
 
-      // Inserts account to the storage.
-      const account = await Account.query(trx).insertAndFetch({
-        ...accountInputModel,
-      });
-      // Triggers `onAccountCreated` event.
-      await this.eventPublisher.emitAsync(events.accounts.onCreated, {
-        tenantId,
-        account,
-        accountId: account.id,
-        trx,
-      } as IAccountEventCreatedPayload);
+        // Inserts account to the storage.
+        const account = await Account.query(trx).insertAndFetch({
+          ...accountInputModel,
+        });
+        // Triggers `onAccountCreated` event.
+        await this.eventPublisher.emitAsync(events.accounts.onCreated, {
+          tenantId,
+          account,
+          accountId: account.id,
+          trx,
+        } as IAccountEventCreatedPayload);
 
-      return account;
-    });
+        return account;
+      },
+      trx
+    );
   };
 }

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

@@ -8,9 +8,9 @@ import {
   transformPlaidAccountToCreateAccount,
   transformPlaidTrxsToCashflowCreate,
 } from './utils';
-import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
-import DeleteCashflowTransactionService from '@/services/Cashflow/DeleteCashflowTransactionService';
+import { DeleteCashflowTransaction } from '@/services/Cashflow/DeleteCashflowTransactionService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 const CONCURRENCY_ASYNC = 10;
 
@@ -23,10 +23,10 @@ export class PlaidSyncDb {
   private createAccountService: CreateAccount;
 
   @Inject()
-  private createCashflowTransactionService: NewCashflowTransactionService;
+  private cashflowApp: CashflowApplication;
 
   @Inject()
-  private deleteCashflowTransactionService: DeleteCashflowTransactionService;
+  private deleteCashflowTransactionService: DeleteCashflowTransaction;
 
   /**
    * Syncs the plaid accounts to the system accounts.
@@ -36,11 +36,14 @@ export class PlaidSyncDb {
    */
   public async syncBankAccounts(
     tenantId: number,
-    plaidAccounts: PlaidAccount[]
+    plaidAccounts: PlaidAccount[],
+    institution: any
   ): Promise<void> {
-    const accountCreateDTOs = R.map(transformPlaidAccountToCreateAccount)(
-      plaidAccounts
-    );
+    const transformToPlaidAccounts =
+      transformPlaidAccountToCreateAccount(institution);
+
+    const accountCreateDTOs = R.map(transformToPlaidAccounts)(plaidAccounts);
+
     await bluebird.map(
       accountCreateDTOs,
       (createAccountDTO: any) =>
@@ -75,17 +78,18 @@ export class PlaidSyncDb {
       cashflowAccount.id,
       openingEquityBalance.id
     );
-    const accountsCashflowDTO = R.map(transformTransaction)(plaidTranasctions);
+    const uncategorizedTransDTOs =
+      R.map(transformTransaction)(plaidTranasctions);
 
     // Creating account transaction queue.
     await bluebird.map(
-      accountsCashflowDTO,
-      (cashflowDTO) =>
-        this.createCashflowTransactionService.newCashflowTransaction(
+      uncategorizedTransDTOs,
+      (uncategoriedDTO) =>
+        this.cashflowApp.createUncategorizedTransaction(
           tenantId,
-          cashflowDTO
+          uncategoriedDTO
         ),
-      { concurrency: CONCURRENCY_ASYNC }
+      { concurrency: 1 }
     );
   }
 
@@ -157,4 +161,38 @@ export class PlaidSyncDb {
 
     await PlaidItem.query().findOne({ plaidItemId }).patch({ lastCursor });
   }
+
+  /**
+   * Updates the last feeds updated at of the given Plaid accounts ids.
+   * @param {number} tenantId
+   * @param {string[]} plaidAccountIds
+   */
+  public async updateLastFeedsUpdatedAt(
+    tenantId: number,
+    plaidAccountIds: string[]
+  ) {
+    const { Account } = this.tenancy.models(tenantId);
+
+    await Account.query().whereIn('plaid_account_id', plaidAccountIds).patch({
+      lastFeedsUpdatedAt: new Date(),
+    });
+  }
+
+  /**
+   * Updates the accounts feed active status of the given Plaid accounts ids.
+   * @param {number} tenantId
+   * @param {number[]} plaidAccountIds
+   * @param {boolean} isFeedsActive
+   */
+  public async updateAccountsFeedsActive(
+    tenantId: number,
+    plaidAccountIds: string[],
+    isFeedsActive: boolean = true
+  ) {
+    const { Account } = this.tenancy.models(tenantId);
+
+    await Account.query().whereIn('plaid_account_id', plaidAccountIds).patch({
+      isFeedsActive,
+    });
+  }
 }

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

@@ -25,11 +25,19 @@ export class PlaidUpdateTransactions {
     const request = { access_token: accessToken };
     const plaidInstance = new PlaidClientWrapper();
     const {
-      data: { accounts },
+      data: { accounts, item },
     } = await plaidInstance.accountsGet(request);
 
+    const plaidAccountsIds = accounts.map((a) => a.account_id);
+
+    const {
+      data: { institution },
+    } = await plaidInstance.institutionsGetById({
+      institution_id: item.institution_id,
+      country_codes: ['US', 'UK'],
+    });
     // Update the DB.
-    await this.plaidSync.syncBankAccounts(tenantId, accounts);
+    await this.plaidSync.syncBankAccounts(tenantId, accounts, institution);
     await this.plaidSync.syncAccountsTransactions(
       tenantId,
       added.concat(modified)
@@ -37,6 +45,12 @@ export class PlaidUpdateTransactions {
     await this.plaidSync.syncRemoveTransactions(tenantId, removed);
     await this.plaidSync.syncTransactionsCursor(tenantId, plaidItemId, cursor);
 
+    // Update the last feeds updated at of the updated accounts.
+    await this.plaidSync.updateLastFeedsUpdatedAt(tenantId, plaidAccountsIds);
+
+    // Turn on the accounts feeds flag.
+    await this.plaidSync.updateAccountsFeedsActive(tenantId, plaidAccountsIds);
+
     return {
       addedCount: added.length,
       modifiedCount: modified.length,

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

@@ -1,7 +1,7 @@
 import * as R from 'ramda';
 import {
+  CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
-  ICashflowNewCommandDTO,
   PlaidAccount,
   PlaidTransaction,
 } from '@/interfaces';
@@ -11,51 +11,44 @@ import {
  * @param {PlaidAccount} plaidAccount
  * @returns {IAccountCreateDTO}
  */
-export const transformPlaidAccountToCreateAccount = (
-  plaidAccount: PlaidAccount
-): IAccountCreateDTO => {
-  return {
-    name: plaidAccount.name,
-    code: '',
-    description: plaidAccount.official_name,
-    currencyCode: plaidAccount.balances.iso_currency_code,
-    accountType: 'cash',
-    active: true,
-    plaidAccountId: plaidAccount.account_id,
-    bankBalance: plaidAccount.balances.current,
-    accountMask: plaidAccount.mask,
-  };
-};
+export const transformPlaidAccountToCreateAccount = R.curry(
+  (institution: any, plaidAccount: PlaidAccount): IAccountCreateDTO => {
+    return {
+      name: `${institution.name} - ${plaidAccount.name}`,
+      code: '',
+      description: plaidAccount.official_name,
+      currencyCode: plaidAccount.balances.iso_currency_code,
+      accountType: 'cash',
+      active: true,
+      plaidAccountId: plaidAccount.account_id,
+      bankBalance: plaidAccount.balances.current,
+      accountMask: plaidAccount.mask,
+    };
+  }
+);
 
 /**
  * Transformes the plaid transaction to cashflow create DTO.
  * @param {number} cashflowAccountId - Cashflow account ID.
  * @param {number} creditAccountId - Credit account ID.
  * @param {PlaidTransaction} plaidTranasction - Plaid transaction.
- * @returns {ICashflowNewCommandDTO}
+ * @returns {CreateUncategorizedTransactionDTO}
  */
 export const transformPlaidTrxsToCashflowCreate = R.curry(
   (
     cashflowAccountId: number,
     creditAccountId: number,
     plaidTranasction: PlaidTransaction
-  ): ICashflowNewCommandDTO => {
+  ): CreateUncategorizedTransactionDTO => {
     return {
       date: plaidTranasction.date,
-
-      transactionType: 'OwnerContribution',
-      description: plaidTranasction.name,
-
       amount: plaidTranasction.amount,
-      exchangeRate: 1,
+      description: plaidTranasction.name,
+      payee: plaidTranasction.payment_meta?.payee,
       currencyCode: plaidTranasction.iso_currency_code,
-      creditAccountId,
-      cashflowAccountId,
-
-      // transactionNumber: string;
-      // referenceNo: string;
+      accountId: cashflowAccountId,
+      referenceNo: plaidTranasction.payment_meta?.reference_number,
       plaidTransactionId: plaidTranasction.transaction_id,
-      publish: true,
     };
   }
 );

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

@@ -0,0 +1,213 @@
+import { Inject, Service } from 'typedi';
+import { DeleteCashflowTransaction } from './DeleteCashflowTransactionService';
+import { UncategorizeCashflowTransaction } from './UncategorizeCashflowTransaction';
+import { CategorizeCashflowTransaction } from './CategorizeCashflowTransaction';
+import {
+  CategorizeTransactionAsExpenseDTO,
+  CreateUncategorizedTransactionDTO,
+  ICashflowAccountsFilter,
+  ICashflowNewCommandDTO,
+  ICategorizeCashflowTransactioDTO,
+  IGetUncategorizedTransactionsQuery,
+} from '@/interfaces';
+import { CategorizeTransactionAsExpense } from './CategorizeTransactionAsExpense';
+import { GetUncategorizedTransactions } from './GetUncategorizedTransactions';
+import { CreateUncategorizedTransaction } from './CreateUncategorizedTransaction';
+import { GetUncategorizedTransaction } from './GetUncategorizedTransaction';
+import NewCashflowTransactionService from './NewCashflowTransactionService';
+import GetCashflowAccountsService from './GetCashflowAccountsService';
+import { GetCashflowTransactionService } from './GetCashflowTransactionsService';
+
+@Service()
+export class CashflowApplication {
+  @Inject()
+  private createTransactionService: NewCashflowTransactionService;
+
+  @Inject()
+  private deleteTransactionService: DeleteCashflowTransaction;
+
+  @Inject()
+  private getCashflowAccountsService: GetCashflowAccountsService;
+
+  @Inject()
+  private getCashflowTransactionService: GetCashflowTransactionService;
+
+  @Inject()
+  private uncategorizeTransactionService: UncategorizeCashflowTransaction;
+
+  @Inject()
+  private categorizeTransactionService: CategorizeCashflowTransaction;
+
+  @Inject()
+  private categorizeAsExpenseService: CategorizeTransactionAsExpense;
+
+  @Inject()
+  private getUncategorizedTransactionsService: GetUncategorizedTransactions;
+
+  @Inject()
+  private getUncategorizedTransactionService: GetUncategorizedTransaction;
+
+  @Inject()
+  private createUncategorizedTransactionService: CreateUncategorizedTransaction;
+
+  /**
+   * Creates a new cashflow transaction.
+   * @param {number} tenantId
+   * @param {ICashflowNewCommandDTO} transactionDTO
+   * @param {number} userId
+   * @returns
+   */
+  public createTransaction(
+    tenantId: number,
+    transactionDTO: ICashflowNewCommandDTO,
+    userId?: number
+  ) {
+    return this.createTransactionService.newCashflowTransaction(
+      tenantId,
+      transactionDTO,
+      userId
+    );
+  }
+
+  /**
+   * Deletes the given cashflow transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   * @returns
+   */
+  public deleteTransaction(tenantId: number, cashflowTransactionId: number) {
+    return this.deleteTransactionService.deleteCashflowTransaction(
+      tenantId,
+      cashflowTransactionId
+    );
+  }
+
+  /**
+   * Retrieves specific cashflow transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   * @returns
+   */
+  public getTransaction(tenantId: number, cashflowTransactionId: number) {
+    return this.getCashflowTransactionService.getCashflowTransaction(
+      tenantId,
+      cashflowTransactionId
+    );
+  }
+
+  /**
+   * Retrieves the cashflow accounts.
+   * @param {number} tenantId
+   * @param {ICashflowAccountsFilter} filterDTO
+   * @returns
+   */
+  public getCashflowAccounts(
+    tenantId: number,
+    filterDTO: ICashflowAccountsFilter
+  ) {
+    return this.getCashflowAccountsService.getCashflowAccounts(
+      tenantId,
+      filterDTO
+    );
+  }
+
+  /**
+   * Creates a new uncategorized cash transaction.
+   * @param {number} tenantId
+   * @param {CreateUncategorizedTransactionDTO} createUncategorizedTransactionDTO
+   * @returns {IUncategorizedCashflowTransaction}
+   */
+  public createUncategorizedTransaction(
+    tenantId: number,
+    createUncategorizedTransactionDTO: CreateUncategorizedTransactionDTO
+  ) {
+    return this.createUncategorizedTransactionService.create(
+      tenantId,
+      createUncategorizedTransactionDTO
+    );
+  }
+
+  /**
+   * Uncategorize the given cashflow transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   * @returns
+   */
+  public uncategorizeTransaction(
+    tenantId: number,
+    cashflowTransactionId: number
+  ) {
+    return this.uncategorizeTransactionService.uncategorize(
+      tenantId,
+      cashflowTransactionId
+    );
+  }
+
+  /**
+   * Categorize the given cashflow transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   * @param {ICategorizeCashflowTransactioDTO} categorizeDTO
+   * @returns
+   */
+  public categorizeTransaction(
+    tenantId: number,
+    cashflowTransactionId: number,
+    categorizeDTO: ICategorizeCashflowTransactioDTO
+  ) {
+    return this.categorizeTransactionService.categorize(
+      tenantId,
+      cashflowTransactionId,
+      categorizeDTO
+    );
+  }
+
+  /**
+   * Categorizes the given cashflow transaction as expense transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   * @param {CategorizeTransactionAsExpenseDTO} transactionDTO
+   */
+  public categorizeAsExpense(
+    tenantId: number,
+    cashflowTransactionId: number,
+    transactionDTO: CategorizeTransactionAsExpenseDTO
+  ) {
+    return this.categorizeAsExpenseService.categorize(
+      tenantId,
+      cashflowTransactionId,
+      transactionDTO
+    );
+  }
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {number} tenantId
+   */
+  public getUncategorizedTransactions(
+    tenantId: number,
+    accountId: number,
+    query: IGetUncategorizedTransactionsQuery
+  ) {
+    return this.getUncategorizedTransactionsService.getTransactions(
+      tenantId,
+      accountId,
+      query
+    );
+  }
+
+  /**
+   * Retrieves specific uncategorized transaction.
+   * @param {number} tenantId
+   * @param {number} uncategorizedTransactionId
+   */
+  public getUncategorizedTransaction(
+    tenantId: number,
+    uncategorizedTransactionId: number
+  ) {
+    return this.getUncategorizedTransactionService.getTransaction(
+      tenantId,
+      uncategorizedTransactionId
+    );
+  }
+}

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

@@ -6,7 +6,7 @@ import { ERRORS } from './constants';
 @Service()
 export default class CashflowDeleteAccount {
   @Inject()
-  tenancy: HasTenancyService;
+  private tenancy: HasTenancyService;
 
   /**
    * Validate the account has no associated cashflow transactions.

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

@@ -1,11 +1,9 @@
 import { Inject, Service } from 'typedi';
 import { Knex } from 'knex';
-import * as R from 'ramda';
 import {
   ILedgerEntry,
   ICashflowTransaction,
   AccountNormal,
-  ICashflowTransactionLine,
 } from '../../interfaces';
 import {
   transformCashflowTransactionType,

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

@@ -0,0 +1,101 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import events from '@/subscribers/events';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import UnitOfWork from '../UnitOfWork';
+import {
+  ICashflowTransactionCategorizedPayload,
+  ICashflowTransactionUncategorizingPayload,
+  ICategorizeCashflowTransactioDTO,
+} from '@/interfaces';
+import { Knex } from 'knex';
+import { transformCategorizeTransToCashflow } from './utils';
+import { CommandCashflowValidator } from './CommandCasflowValidator';
+import NewCashflowTransactionService from './NewCashflowTransactionService';
+import { TransferAuthorizationGuaranteeDecision } from 'plaid';
+
+@Service()
+export class CategorizeCashflowTransaction {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  @Inject()
+  private commandValidators: CommandCashflowValidator;
+
+  @Inject()
+  private createCashflow: NewCashflowTransactionService;
+
+  /**
+   * Categorize the given cashflow transaction.
+   * @param {number} tenantId
+   * @param {ICategorizeCashflowTransactioDTO} categorizeDTO
+   */
+  public async categorize(
+    tenantId: number,
+    uncategorizedTransactionId: number,
+    categorizeDTO: ICategorizeCashflowTransactioDTO
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    // Retrieves the uncategorized transaction or throw an error.
+    const transaction = await UncategorizedCashflowTransaction.query()
+      .findById(uncategorizedTransactionId)
+      .throwIfNotFound();
+
+    // Validates the transaction shouldn't be categorized before.
+    this.commandValidators.validateTransactionShouldNotCategorized(transaction);
+
+    // Validate the uncateogirzed transaction if it's deposit the transaction direction
+    // should `IN` and the same thing if it's withdrawal the direction should be OUT.
+    this.commandValidators.validateUncategorizeTransactionType(
+      transaction,
+      categorizeDTO.transactionType
+    );
+    // Edits the cashflow transaction under UOW env.
+    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+      // Triggers `onTransactionCategorizing` event.
+      await this.eventPublisher.emitAsync(
+        events.cashflow.onTransactionCategorizing,
+        {
+          tenantId,
+          trx,
+        } as ICashflowTransactionUncategorizingPayload
+      );
+      // Transformes the categorize DTO to the cashflow transaction.
+      const cashflowTransactionDTO = transformCategorizeTransToCashflow(
+        transaction,
+        categorizeDTO
+      );
+      // Creates a new cashflow transaction.
+      const cashflowTransaction =
+        await this.createCashflow.newCashflowTransaction(
+          tenantId,
+          cashflowTransactionDTO
+        );
+      // Updates the uncategorized transaction as categorized.
+      await UncategorizedCashflowTransaction.query(trx).patchAndFetchById(
+        uncategorizedTransactionId,
+        {
+          categorized: true,
+          categorizeRefType: 'CashflowTransaction',
+          categorizeRefId: cashflowTransaction.id,
+        }
+      );
+      // Triggers `onCashflowTransactionCategorized` event.
+      await this.eventPublisher.emitAsync(
+        events.cashflow.onTransactionCategorized,
+        {
+          tenantId,
+          // cashflowTransaction,
+          trx,
+        } as ICashflowTransactionCategorizedPayload
+      );
+    });
+  }
+}

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

@@ -0,0 +1,80 @@
+import {
+  CategorizeTransactionAsExpenseDTO,
+  ICashflowTransactionCategorizedPayload,
+} from '@/interfaces';
+import { Inject, Service } from 'typedi';
+import UnitOfWork from '../UnitOfWork';
+import events from '@/subscribers/events';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { Knex } from 'knex';
+import { CreateExpense } from '../Expenses/CRUD/CreateExpense';
+
+@Service()
+export class CategorizeTransactionAsExpense {
+  @Inject()
+  private uow: UnitOfWork;
+
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  @Inject()
+  private createExpenseService: CreateExpense;
+
+  /**
+   * Categorize the transaction as expense transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   * @param {CategorizeTransactionAsExpenseDTO} transactionDTO
+   */
+  public async categorize(
+    tenantId: number,
+    cashflowTransactionId: number,
+    transactionDTO: CategorizeTransactionAsExpenseDTO
+  ) {
+    const { CashflowTransaction } = this.tenancy.models(tenantId);
+
+    const transaction = await CashflowTransaction.query()
+      .findById(cashflowTransactionId)
+      .throwIfNotFound();
+
+    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+      // Triggers `onTransactionUncategorizing` event.
+      await this.eventPublisher.emitAsync(
+        events.cashflow.onTransactionCategorizingAsExpense,
+        {
+          tenantId,
+          trx,
+        } as ICashflowTransactionCategorizedPayload
+      );
+      // Creates a new expense transaction.
+      const expenseTransaction = await this.createExpenseService.newExpense(
+        tenantId,
+        {
+          
+        },
+        1
+      );
+      // Updates the item on the storage and fetches the updated once.
+      const cashflowTransaction = await CashflowTransaction.query(
+        trx
+      ).patchAndFetchById(cashflowTransactionId, {
+        categorizeRefType: 'Expense',
+        categorizeRefId: expenseTransaction.id,
+        uncategorized: true,
+      });
+      // Triggers `onTransactionUncategorized` event.
+      await this.eventPublisher.emitAsync(
+        events.cashflow.onTransactionCategorizedAsExpense,
+        {
+          tenantId,
+          cashflowTransaction,
+          trx,
+        } as ICashflowTransactionUncategorizedPayload
+      );
+    });
+  }
+}

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

@@ -1,9 +1,14 @@
 import { Service } from 'typedi';
 import { includes, camelCase, upperFirst } from 'lodash';
-import { IAccount } from '@/interfaces';
+import { IAccount, IUncategorizedCashflowTransaction } from '@/interfaces';
 import { getCashflowTransactionType } from './utils';
 import { ServiceError } from '@/exceptions';
-import { CASHFLOW_TRANSACTION_TYPE, ERRORS } from './constants';
+import {
+  CASHFLOW_DIRECTION,
+  CASHFLOW_TRANSACTION_TYPE,
+  ERRORS,
+} from './constants';
+import CashflowTransaction from '@/models/CashflowTransaction';
 
 @Service()
 export class CommandCashflowValidator {
@@ -46,4 +51,52 @@ export class CommandCashflowValidator {
     }
     return transformedType;
   };
+
+  /**
+   * Validate the given transaction should be categorized.
+   * @param {CashflowTransaction} cashflowTransaction
+   */
+  public validateTransactionShouldCategorized(
+    cashflowTransaction: CashflowTransaction
+  ) {
+    if (!cashflowTransaction.uncategorize) {
+      throw new ServiceError(ERRORS.TRANSACTION_ALREADY_CATEGORIZED);
+    }
+  }
+
+  /**
+   * Validate the given transcation shouldn't be categorized.
+   * @param {CashflowTransaction} cashflowTransaction
+   */
+  public validateTransactionShouldNotCategorized(
+    cashflowTransaction: CashflowTransaction
+  ) {
+    if (cashflowTransaction.uncategorize) {
+      throw new ServiceError(ERRORS.TRANSACTION_ALREADY_CATEGORIZED);
+    }
+  }
+
+  /**
+   *
+   * @param {uncategorizeTransaction}
+   * @param {string} transactionType
+   * @throws {ServiceError(ERRORS.UNCATEGORIZED_TRANSACTION_TYPE_INVALID)}
+   */
+  public validateUncategorizeTransactionType(
+    uncategorizeTransaction: IUncategorizedCashflowTransaction,
+    transactionType: string
+  ) {
+    const type = getCashflowTransactionType(
+      upperFirst(camelCase(transactionType)) as CASHFLOW_TRANSACTION_TYPE
+    );
+    if (
+      (type.direction === CASHFLOW_DIRECTION.IN &&
+        uncategorizeTransaction.isDepositTransaction) ||
+      (type.direction === CASHFLOW_DIRECTION.OUT &&
+        uncategorizeTransaction.isWithdrawalTransaction)
+    ) {
+      return;
+    }
+    throw new ServiceError(ERRORS.UNCATEGORIZED_TRANSACTION_TYPE_INVALID);
+  }
 }

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

@@ -0,0 +1,40 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import UnitOfWork from '../UnitOfWork';
+import { CreateUncategorizedTransactionDTO } from '@/interfaces';
+
+@Service()
+export class CreateUncategorizedTransaction {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  /**
+   * Creates an uncategorized cashflow transaction.
+   * @param {number} tenantId
+   * @param {CreateUncategorizedTransactionDTO} createDTO
+   */
+  public create(
+    tenantId: number,
+    createDTO: CreateUncategorizedTransactionDTO,
+    trx?: Knex.Transaction
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        const transaction = await UncategorizedCashflowTransaction.query(
+          trx
+        ).insertAndFetch({
+          ...createDTO,
+        });
+        return transaction;
+      },
+      trx
+    );
+  }
+}

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

@@ -13,15 +13,15 @@ import UnitOfWork from '@/services/UnitOfWork';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 
 @Service()
-export default class CommandCashflowTransactionService {
+export class DeleteCashflowTransaction {
   @Inject()
-  tenancy: HasTenancyService;
+  private tenancy: HasTenancyService;
 
   @Inject()
-  eventPublisher: EventPublisher;
+  private eventPublisher: EventPublisher;
 
   @Inject()
-  uow: UnitOfWork;
+  private uow: UnitOfWork;
 
   /**
    * Deletes the cashflow transaction with associated journal entries.

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

@@ -4,17 +4,13 @@ import { CashflowTransactionTransformer } from './CashflowTransactionTransformer
 import { ERRORS } from './constants';
 import { ICashflowTransaction } from '@/interfaces';
 import { ServiceError } from '@/exceptions';
-import I18nService from '@/services/I18n/I18nService';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 
 @Service()
-export default class GetCashflowTransactionsService {
+export class GetCashflowTransactionService {
   @Inject()
   private tenancy: HasTenancyService;
 
-  @Inject()
-  private i18nService: I18nService;
-
   @Inject()
   private transfromer: TransformerInjectable;
 
@@ -35,6 +31,7 @@ export default class GetCashflowTransactionsService {
       .withGraphFetched('entries.cashflowAccount')
       .withGraphFetched('entries.creditAccount')
       .withGraphFetched('transactions.account')
+      .orderBy('date', 'DESC')
       .throwIfNotFound();
 
     this.throwErrorCashflowTranscationNotFound(cashflowTransaction);

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

@@ -0,0 +1,36 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { UncategorizedTransactionTransformer } from './UncategorizedTransactionTransformer';
+
+@Service()
+export class GetUncategorizedTransaction {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves specific uncategorized cashflow transaction.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} uncategorizedTransactionId - Uncategorized transaction id.
+   */
+  public async getTransaction(
+    tenantId: number,
+    uncategorizedTransactionId: number
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    const transaction = await UncategorizedCashflowTransaction.query()
+      .findById(uncategorizedTransactionId)
+      .withGraphFetched('account')
+      .throwIfNotFound();
+
+    return this.transformer.transform(
+      tenantId,
+      transaction,
+      new UncategorizedTransactionTransformer()
+    );
+  }
+}

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

@@ -0,0 +1,51 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { UncategorizedTransactionTransformer } from './UncategorizedTransactionTransformer';
+import { IGetUncategorizedTransactionsQuery } from '@/interfaces';
+
+@Service()
+export class GetUncategorizedTransactions {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} accountId - Account Id.
+   */
+  public async getTransactions(
+    tenantId: number,
+    accountId: number,
+    query: IGetUncategorizedTransactionsQuery
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    // Parsed query with default values.
+    const _query = {
+      page: 1,
+      pageSize: 20,
+      ...query,
+    };
+    const { results, pagination } =
+      await UncategorizedCashflowTransaction.query()
+        .where('accountId', accountId)
+        .where('categorized', false)
+        .withGraphFetched('account')
+        .orderBy('date', 'DESC')
+        .pagination(_query.page - 1, _query.pageSize);
+
+    const data = await this.transformer.transform(
+      tenantId,
+      results,
+      new UncategorizedTransactionTransformer()
+    );
+    return {
+      data,
+      pagination,
+    };
+  }
+}

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

@@ -1,11 +1,10 @@
 import { Service, Inject } from 'typedi';
-import { isEmpty, pick } from 'lodash';
+import { pick } from 'lodash';
 import { Knex } from 'knex';
 import * as R from 'ramda';
 import {
   ICashflowNewCommandDTO,
   ICashflowTransaction,
-  ICashflowTransactionLine,
   ICommandCashflowCreatedPayload,
   ICommandCashflowCreatingPayload,
   ICashflowTransactionInput,
@@ -87,6 +86,7 @@ export default class NewCashflowTransactionService {
       'creditAccountId',
       'branchId',
       'plaidTransactionId',
+      'uncategorizedTransactionId',
     ]);
     // Retreive the next invoice number.
     const autoNextNumber =
@@ -126,7 +126,7 @@ export default class NewCashflowTransactionService {
     tenantId: number,
     newTransactionDTO: ICashflowNewCommandDTO,
     userId?: number
-  ): Promise<{ cashflowTransaction: ICashflowTransaction }> => {
+  ): Promise<ICashflowTransaction> => {
     const { CashflowTransaction, Account } = this.tenancy.models(tenantId);
 
     // Retrieves the cashflow account or throw not found error.
@@ -175,7 +175,7 @@ export default class NewCashflowTransactionService {
           trx,
         } as ICommandCashflowCreatedPayload
       );
-      return { cashflowTransaction };
+      return cashflowTransaction;
     });
   };
 }

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

@@ -0,0 +1,72 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import UnitOfWork from '../UnitOfWork';
+import events from '@/subscribers/events';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import {
+  ICashflowTransactionUncategorizedPayload,
+  ICashflowTransactionUncategorizingPayload,
+} from '@/interfaces';
+
+@Service()
+export class UncategorizeCashflowTransaction {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  /**
+   * Uncategorizes the given cashflow transaction.
+   * @param {number} tenantId
+   * @param {number} cashflowTransactionId
+   */
+  public async uncategorize(
+    tenantId: number,
+    uncategorizedTransactionId: number
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    const oldUncategorizedTransaction =
+      await UncategorizedCashflowTransaction.query()
+        .findById(uncategorizedTransactionId)
+        .throwIfNotFound();
+
+    // Updates the transaction under UOW.
+    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+      // Triggers `onTransactionUncategorizing` event.
+      await this.eventPublisher.emitAsync(
+        events.cashflow.onTransactionUncategorizing,
+        {
+          tenantId,
+          trx,
+        } as ICashflowTransactionUncategorizingPayload
+      );
+      // Removes the ref relation with the related transaction.
+      const uncategorizedTransaction =
+        await UncategorizedCashflowTransaction.query(trx).updateAndFetchById(
+          uncategorizedTransactionId,
+          {
+            categorized: false,
+            categorizeRefId: null,
+            categorizeRefType: null,
+          }
+        );
+      // Triggers `onTransactionUncategorized` event.
+      await this.eventPublisher.emitAsync(
+        events.cashflow.onTransactionUncategorized,
+        {
+          tenantId,
+          uncategorizedTransaction,
+          oldUncategorizedTransaction,
+          trx,
+        } as ICashflowTransactionUncategorizedPayload
+      );
+      return uncategorizedTransaction;
+    });
+  }
+}

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

@@ -0,0 +1,65 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+import { formatNumber } from '@/utils';
+
+export class UncategorizedTransactionTransformer extends Transformer {
+  /**
+   * Include these attributes to sale invoice object.
+   * @returns {string[]}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'formattedAmount',
+      'formattedDate',
+      'formattetDepositAmount',
+      'formattedWithdrawalAmount',
+    ];
+  };
+
+  /**
+   * Formattes the transaction date.
+   * @param transaction
+   * @returns {string}
+   */
+  public formattedDate(transaction) {
+    return this.formatDate(transaction.date);
+  }
+
+  /**
+   * Formatted amount.
+   * @param transaction 
+   * @returns {string}
+   */
+  public formattedAmount(transaction) {
+    return formatNumber(transaction.amount, {
+      currencyCode: transaction.currencyCode,
+    });
+  }
+
+  /**
+   * Formatted deposit amount.
+   * @param transaction
+   * @returns {string}
+   */
+  protected formattetDepositAmount(transaction) {
+    if (transaction.isDepositTransaction) {
+      return formatNumber(transaction.deposit, {
+        currencyCode: transaction.currencyCode,
+      });
+    }
+    return '';
+  }
+
+  /**
+   * Formatted withdrawal amount.
+   * @param transaction
+   * @returns {string}
+   */
+  protected formattedWithdrawalAmount(transaction) {
+    if (transaction.isWithdrawalTransaction) {
+      return formatNumber(transaction.withdrawal, {
+        currencyCode: transaction.currencyCode,
+      });
+    }
+    return '';
+  }
+}

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

@@ -0,0 +1,82 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import * as yup from 'yup';
+import { Importable } from '../Import/Importable';
+import { CreateUncategorizedTransaction } from './CreateUncategorizedTransaction';
+import { CreateUncategorizedTransactionDTO } from '@/interfaces';
+import { ImportableContext } from '../Import/interfaces';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { BankTransactionsSampleData } from './constants';
+
+@Service()
+export class UncategorizedTransactionsImportable extends Importable {
+  @Inject()
+  private createUncategorizedTransaction: CreateUncategorizedTransaction;
+
+  @Inject()
+  private tenancy: HasTenancyService;
+  /**
+   * Passing the sheet DTO to create uncategorized transaction.
+   * @param {number} tenantId
+   * @param {number} tenantId
+   * @param {any} createDTO
+   * @param {Knex.Transaction} trx
+   */
+  public async importable(
+    tenantId: number,
+    createDTO: CreateUncategorizedTransactionDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createUncategorizedTransaction.create(tenantId, createDTO, trx);
+  }
+
+  /**
+   * Transformes the DTO before validating and importing.
+   * @param {CreateUncategorizedTransactionDTO} createDTO
+   * @param {ImportableContext} context
+   * @returns {CreateUncategorizedTransactionDTO}
+   */
+  public transform(
+    createDTO: CreateUncategorizedTransactionDTO,
+    context?: ImportableContext
+  ): CreateUncategorizedTransactionDTO {
+    return {
+      ...createDTO,
+      accountId: context.import.paramsParsed.accountId,
+    };
+  }
+
+  /**
+   * Sample data used to download sample sheet.
+   * @returns {Record<string, any>[]}
+   */
+  public sampleData(): Record<string, any>[] {
+    return BankTransactionsSampleData;
+  }
+
+  /**
+   * Params validation schema.
+   * @returns {ValidationSchema[]}
+   */
+  public paramsValidationSchema() {
+    return yup.object().shape({
+      accountId: yup.number().required(),
+    });
+  }
+
+  /**
+   * Validates the params existance asyncly.
+   * @param {number} tenantId -
+   * @param {Record<string, any>} params -
+   */
+  public async validateParams(
+    tenantId: number,
+    params: Record<string, any>
+  ): Promise<void> {
+    const { Account } = this.tenancy.models(tenantId);
+
+    if (params.accountId) {
+      await Account.query().findById(params.accountId).throwIfNotFound({});
+    }
+  }
+}

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

@@ -8,7 +8,13 @@ export const ERRORS = {
   CREDIT_ACCOUNTS_IDS_NOT_FOUND: 'CREDIT_ACCOUNTS_IDS_NOT_FOUND',
   CREDIT_ACCOUNTS_HAS_INVALID_TYPE: 'CREDIT_ACCOUNTS_HAS_INVALID_TYPE',
   ACCOUNT_ID_HAS_INVALID_TYPE: 'ACCOUNT_ID_HAS_INVALID_TYPE',
-  ACCOUNT_HAS_ASSOCIATED_TRANSACTIONS: 'account_has_associated_transactions'
+  ACCOUNT_HAS_ASSOCIATED_TRANSACTIONS: 'account_has_associated_transactions',
+  TRANSACTION_ALREADY_CATEGORIZED: 'TRANSACTION_ALREADY_CATEGORIZED',
+  TRANSACTION_ALREADY_UNCATEGORIZED: 'TRANSACTION_ALREADY_UNCATEGORIZED',
+  UNCATEGORIZED_TRANSACTION_TYPE_INVALID:
+    'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
+  CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED:
+    'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED',
 };
 
 export enum CASHFLOW_DIRECTION {
@@ -71,3 +77,27 @@ export interface ICashflowTransactionTypeMeta {
   direction: CASHFLOW_DIRECTION;
   creditType: string[];
 }
+
+export const BankTransactionsSampleData = [
+  {
+    Amount: '6,410.19',
+    Date: '2024-03-26',
+    Payee: 'MacGyver and Sons',
+    'Reference No.': 'REF-1',
+    Description: 'Commodi quo labore.',
+  },
+  {
+    Amount: '8,914.17',
+    Date: '2024-01-05',
+    Payee: 'Eichmann - Bergnaum',
+    'Reference No.': 'REF-1',
+    Description: 'Quia enim et.',
+  },
+  {
+    Amount: '6,200.88',
+    Date: '2024-02-17',
+    Payee: 'Luettgen, Mraz and Legros',
+    'Reference No.': 'REF-1',
+    Description: 'Occaecati consequuntur cum impedit illo.',
+  },
+];

packages/server/src/services/Cashflow/subscribers/DeleteCashflowTransactionOnUncategorize.ts

@@ -0,0 +1,42 @@
+import { Inject, Service } from 'typedi';
+import events from '@/subscribers/events';
+import { ICashflowTransactionUncategorizedPayload } from '@/interfaces';
+import { DeleteCashflowTransaction } from '../DeleteCashflowTransactionService';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+
+@Service()
+export class DeleteCashflowTransactionOnUncategorize {
+  @Inject()
+  private deleteCashflowTransactionService: DeleteCashflowTransaction;
+
+  /**
+   * Attaches events with handlers.
+   */
+  public attach = (bus) => {
+    bus.subscribe(
+      events.cashflow.onTransactionUncategorized,
+      this.deleteCashflowTransactionOnUncategorize.bind(this)
+    );
+  };
+
+  /**
+   * Deletes the cashflow transaction on uncategorize transaction.
+   * @param {ICashflowTransactionUncategorizedPayload} payload
+   */
+  public async deleteCashflowTransactionOnUncategorize({
+    tenantId,
+    oldUncategorizedTransaction,
+    trx,
+  }: ICashflowTransactionUncategorizedPayload) {
+    // Deletes the cashflow transaction.
+    if (
+      oldUncategorizedTransaction.categorizeRefType === 'CashflowTransaction'
+    ) {
+      await this.deleteCashflowTransactionService.deleteCashflowTransaction(
+        tenantId,
+
+        oldUncategorizedTransaction.categorizeRefId
+      );
+    }
+  }
+}

packages/server/src/services/Cashflow/subscribers/PreventDeleteTransactionsOnDelete.ts

@@ -0,0 +1,52 @@
+import { Inject, Service } from 'typedi';
+import events from '@/subscribers/events';
+import { ICommandCashflowDeletingPayload } from '@/interfaces';
+import { ServiceError } from '@/exceptions';
+import { ERRORS } from '../constants';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+
+@Service()
+export class PreventDeleteTransactionOnDelete {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  /**
+   * Attaches events with handlers.
+   */
+  public attach = (bus) => {
+    bus.subscribe(
+      events.cashflow.onTransactionDeleting,
+      this.preventDeleteCashflowTransactionHasUncategorizedTransaction.bind(
+        this
+      )
+    );
+  };
+
+  /**
+   * Prevent delete cashflow transaction has converted from uncategorized transaction.
+   * @param {ICommandCashflowDeletingPayload} payload
+   */
+  public async preventDeleteCashflowTransactionHasUncategorizedTransaction({
+    tenantId,
+    oldCashflowTransaction,
+    trx,
+  }: ICommandCashflowDeletingPayload) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+    if (oldCashflowTransaction.uncategorizedTransactionId) {
+      const foundTransactions = await UncategorizedCashflowTransaction.query(
+        trx
+      ).where({
+        categorized: true,
+        categorizeRefId: oldCashflowTransaction.id,
+        categorizeRefType: 'CashflowTransaction',
+      });
+      // Throw the error if the cashflow transaction still linked to uncategorized transaction.
+      if (foundTransactions.length > 0) {
+        throw new ServiceError(
+          ERRORS.CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED,
+          'Cannot delete cashflow transaction converted from uncategorized transaction.'
+        );
+      }
+    }
+  }
+}

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

@@ -1,13 +1,19 @@
-import { upperFirst, camelCase } from 'lodash';
+import { upperFirst, camelCase, omit } from 'lodash';
 import {
   CASHFLOW_TRANSACTION_TYPE,
   CASHFLOW_TRANSACTION_TYPE_META,
   ICashflowTransactionTypeMeta,
 } from './constants';
+import {
+  ICashflowNewCommandDTO,
+  ICashflowTransaction,
+  ICategorizeCashflowTransactioDTO,
+  IUncategorizedCashflowTransaction,
+} from '@/interfaces';
 
 /**
  * Ensures the given transaction type to transformed to appropriate format.
- * @param {string} type 
+ * @param {string} type
  * @returns {string}
  */
 export const transformCashflowTransactionType = (type) => {
@@ -32,3 +38,30 @@ export function getCashflowTransactionType(
 export const getCashflowAccountTransactionsTypes = () => {
   return Object.values(CASHFLOW_TRANSACTION_TYPE_META).map((meta) => meta.type);
 };
+
+/**
+ * Tranasformes the given uncategorized transaction and categorized DTO
+ * to cashflow create DTO.
+ * @param {IUncategorizedCashflowTransaction} uncategorizeModel 
+ * @param {ICategorizeCashflowTransactioDTO} categorizeDTO 
+ * @returns {ICashflowNewCommandDTO}
+ */
+export const transformCategorizeTransToCashflow = (
+  uncategorizeModel: IUncategorizedCashflowTransaction,
+  categorizeDTO: ICategorizeCashflowTransactioDTO
+): ICashflowNewCommandDTO => {
+  return {
+    date: uncategorizeModel.date,
+    referenceNo: categorizeDTO.referenceNo || uncategorizeModel.referenceNo,
+    description: categorizeDTO.description || uncategorizeModel.description,
+    cashflowAccountId: uncategorizeModel.accountId,
+    creditAccountId: categorizeDTO.creditAccountId,
+    exchangeRate: categorizeDTO.exchangeRate || 1,
+    currencyCode: uncategorizeModel.currencyCode,
+    amount: uncategorizeModel.amount,
+    transactionNumber: categorizeDTO.transactionNumber,
+    transactionType: categorizeDTO.transactionType,
+    uncategorizedTransactionId: uncategorizeModel.id,
+    publish: true,
+  };
+};

packages/server/src/services/Contacts/Customers/CRUD/CreateCustomer.ts

@@ -36,7 +36,7 @@ export class CreateCustomer {
   public async createCustomer(
     tenantId: number,
     customerDTO: ICustomerNewDTO,
-    authorizedUser: ISystemUser
+    trx?: Knex.Transaction
   ): Promise<ICustomer> {
     const { Contact } = this.tenancy.models(tenantId);
 
@@ -46,28 +46,31 @@ export class CreateCustomer {
       customerDTO
     );
     // Creates a new customer under unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onCustomerCreating` event.
-      await this.eventPublisher.emitAsync(events.customers.onCreating, {
-        tenantId,
-        customerDTO,
-        trx,
-      } as ICustomerEventCreatingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onCustomerCreating` event.
+        await this.eventPublisher.emitAsync(events.customers.onCreating, {
+          tenantId,
+          customerDTO,
+          trx,
+        } as ICustomerEventCreatingPayload);
 
-      // Creates a new contact as customer.
-      const customer = await Contact.query(trx).insertAndFetch({
-        ...customerObj,
-      });
-      // Triggers `onCustomerCreated` event.
-      await this.eventPublisher.emitAsync(events.customers.onCreated, {
-        customer,
-        tenantId,
-        customerId: customer.id,
-        authorizedUser,
-        trx,
-      } as ICustomerEventCreatedPayload);
+        // Creates a new contact as customer.
+        const customer = await Contact.query(trx).insertAndFetch({
+          ...customerObj,
+        });
+        // Triggers `onCustomerCreated` event.
+        await this.eventPublisher.emitAsync(events.customers.onCreated, {
+          customer,
+          tenantId,
+          customerId: customer.id,
+          trx,
+        } as ICustomerEventCreatedPayload);
 
-      return customer;
-    });
+        return customer;
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Contacts/Customers/CRUD/CreateEditCustomerDTO.ts

@@ -1,6 +1,6 @@
 import moment from 'moment';
 import { defaultTo, omit, isEmpty } from 'lodash';
-import { Service, Inject } from 'typedi';
+import { Service } from 'typedi';
 import {
   ContactService,
   ICustomer,
@@ -51,6 +51,10 @@ export class CreateEditCustomerDTO {
             ).toMySqlDateTime(),
           }
         : {}),
+      openingBalanceExchangeRate: defaultTo(
+        customerDTO.openingBalanceExchangeRate,
+        1
+      ),
     };
   };
 

packages/server/src/services/Contacts/Customers/CRUD/EditCustomer.ts

@@ -4,7 +4,6 @@ import {
   ICustomerEditDTO,
   ICustomerEventEditedPayload,
   ICustomerEventEditingPayload,
-  ISystemUser,
 } from '@/interfaces';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import UnitOfWork from '@/services/UnitOfWork';

packages/server/src/services/Contacts/Customers/CustomersApplication.ts

@@ -53,13 +53,8 @@ export class CustomersApplication {
   public createCustomer = (
     tenantId: number,
     customerDTO: ICustomerNewDTO,
-    authorizedUser: ISystemUser
   ) => {
-    return this.createCustomerService.createCustomer(
-      tenantId,
-      customerDTO,
-      authorizedUser
-    );
+    return this.createCustomerService.createCustomer(tenantId, customerDTO);
   };
 
   /**

packages/server/src/services/Contacts/Customers/CustomersImportable.ts

@@ -0,0 +1,34 @@
+import { Inject, Service } from 'typedi';
+import { Importable } from '@/services/Import/Importable';
+import { CreateCustomer } from './CRUD/CreateCustomer';
+import { Knex } from 'knex';
+import { ICustomer, ICustomerNewDTO } from '@/interfaces';
+import { CustomersSampleData } from './_SampleData';
+
+@Service()
+export class CustomersImportable extends Importable {
+  @Inject()
+  private createCustomerService: CreateCustomer;
+
+  /**
+   * Mapps the imported data to create a new customer service.
+   * @param {number} tenantId
+   * @param {ICustomerNewDTO} createDTO
+   * @param {Knex.Transaction} trx
+   * @returns {Promise<void>}
+   */
+  public async importable(
+    tenantId: number,
+    createDTO: ICustomerNewDTO,
+    trx?: Knex.Transaction<any, any[]>
+  ): Promise<void> {
+    await this.createCustomerService.createCustomer(tenantId, createDTO, trx);
+  }
+
+  /**
+   * Retrieves the sample data of customers used to download sample sheet.
+   */
+  public sampleData(): any[] {
+    return CustomersSampleData;
+  }
+}

packages/server/src/services/Contacts/Customers/_SampleData.ts

@@ -0,0 +1,158 @@
+
+export const CustomersSampleData = [
+  {
+    "Customer Type": "Business",
+    "First Name": "Nicolette",
+    "Last Name": "Schamberger",
+    "Company Name": "Homenick - Hane",
+    "Display Name": "Rowland Rowe",
+    "Email": "cicero86@yahoo.com",
+    "Personal Phone Number": "811-603-2235",
+    "Work Phone Number": "906-993-5190",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "F",
+    "Note": "Doloribus autem optio temporibus dolores mollitia sit.",
+    "Billing Address 1": "862 Jessika Well",
+    "Billing Address 2": "1091 Dorthy Mount",
+    "Billing Address City": "Deckowfort",
+    "Billing Address Country": "Ghana",
+    "Billing Address Phone": "825-011-5207",
+    "Billing Address Postcode": "38228",
+    "Billing Address State": "Oregon",
+    "Shipping Address 1": "37626 Thiel Villages",
+    "Shipping Address 2": "132 Batz Avenue",
+    "Shipping Address City": "Pagacburgh",
+    "Shipping Address Country": "Albania",
+    "Shipping Address Phone": "171-546-3701",
+    "Shipping Address Postcode": "13709",
+    "Shipping Address State": "Georgia"
+  },
+  {
+    "Customer Type": "Business",
+    "First Name": "Hermann",
+    "Last Name": "Crooks",
+    "Company Name": "Veum - Schaefer",
+    "Display Name": "Harley Veum",
+    "Email": "immanuel56@hotmail.com",
+    "Personal Phone Number": "449-780-9999",
+    "Work Phone Number": "970-473-5785",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "T",
+    "Note": "Doloribus dolore dolor dicta vitae in fugit nisi quibusdam.",
+    "Billing Address 1": "532 Simonis Spring",
+    "Billing Address 2": "3122 Nicolas Inlet",
+    "Billing Address City": "East Matteofort",
+    "Billing Address Country": "Holy See (Vatican City State)",
+    "Billing Address Phone": "366-084-8629",
+    "Billing Address Postcode": "41607",
+    "Billing Address State": "Montana",
+    "Shipping Address 1": "2889 Tremblay Plaza",
+    "Shipping Address 2": "71355 Kutch Isle",
+    "Shipping Address City": "D'Amorehaven",
+    "Shipping Address Country": "Monaco",
+    "Shipping Address Phone": "614-189-3328",
+    "Shipping Address Postcode": "09634-0435",
+    "Shipping Address State": "Nevada"
+  },
+  {
+    "Customer Type": "Business",
+    "First Name": "Nellie",
+    "Last Name": "Gulgowski",
+    "Company Name": "Boyle, Heller and Jones",
+    "Display Name": "Randall Kohler",
+    "Email": "anibal_frami@yahoo.com",
+    "Personal Phone Number": "498-578-0740",
+    "Work Phone Number": "394-550-6827",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "T",
+    "Note": "Vero quibusdam rem fugit aperiam est modi.",
+    "Billing Address 1": "214 Sauer Villages",
+    "Billing Address 2": "30687 Kacey Square",
+    "Billing Address City": "Jayceborough",
+    "Billing Address Country": "Benin",
+    "Billing Address Phone": "332-820-1127",
+    "Billing Address Postcode": "16425-3887",
+    "Billing Address State": "Mississippi",
+    "Shipping Address 1": "562 Diamond Loaf",
+    "Shipping Address 2": "9595 Satterfield Trafficway",
+    "Shipping Address City": "Alexandrinefort",
+    "Shipping Address Country": "Puerto Rico",
+    "Shipping Address Phone": "776-500-8456",
+    "Shipping Address Postcode": "30258",
+    "Shipping Address State": "South Dakota"
+  },
+  {
+    "Customer Type": "Business",
+    "First Name": "Stone",
+    "Last Name": "Jerde",
+    "Company Name": "Cassin, Casper and Maggio",
+    "Display Name": "Clint McLaughlin",
+    "Email": "nathanael22@yahoo.com",
+    "Personal Phone Number": "562-790-6059",
+    "Work Phone Number": "686-838-0027",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "F",
+    "Note": "Quis cumque molestias rerum.",
+    "Billing Address 1": "22590 Cathy Harbor",
+    "Billing Address 2": "24493 Brycen Brooks",
+    "Billing Address City": "Elnorashire",
+    "Billing Address Country": "Andorra",
+    "Billing Address Phone": "701-852-8005",
+    "Billing Address Postcode": "5680",
+    "Billing Address State": "Nevada",
+    "Shipping Address 1": "5355 Erdman Bridge",
+    "Shipping Address 2": "421 Jeanette Camp",
+    "Shipping Address City": "East Philip",
+    "Shipping Address Country": "Venezuela",
+    "Shipping Address Phone": "426-119-0858",
+    "Shipping Address Postcode": "34929-0501",
+    "Shipping Address State": "Tennessee"
+  },
+  {
+    "Customer Type": "Individual",
+    "First Name": "Lempi",
+    "Last Name": "Kling",
+    "Company Name": "Schamberger, O'Connell and Bechtelar",
+    "Display Name": "Alexie Barton",
+    "Email": "eulah.kreiger@hotmail.com",
+    "Personal Phone Number": "745-756-1063",
+    "Work Phone Number": "965-150-1945",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "F",
+    "Note": "Maxime laboriosam hic voluptate maiores est officia.",
+    "Billing Address 1": "0851 Jones Flat",
+    "Billing Address 2": "845 Bailee Drives",
+    "Billing Address City": "Kamrenport",
+    "Billing Address Country": "Niger",
+    "Billing Address Phone": "220-125-0608",
+    "Billing Address Postcode": "30311",
+    "Billing Address State": "Delaware",
+    "Shipping Address 1": "929 Ferry Row",
+    "Shipping Address 2": "020 Adam Plaza",
+    "Shipping Address City": "West Carmellaside",
+    "Shipping Address Country": "Ghana",
+    "Shipping Address Phone": "053-333-6679",
+    "Shipping Address Postcode": "79221-4681",
+    "Shipping Address State": "Illinois"
+  }
+]

packages/server/src/services/Contacts/Vendors/CRUD/CreateEditVendorDTO.ts

@@ -49,6 +49,10 @@ export class CreateEditVendorDTO {
             ).toMySqlDateTime(),
           }
         : {}),
+      openingBalanceExchangeRate: defaultTo(
+        vendorDTO.openingBalanceExchangeRate,
+        1
+      ),
     };
   };
 

packages/server/src/services/Contacts/Vendors/CRUD/CreateVendor.ts

@@ -35,7 +35,7 @@ export class CreateVendor {
   public async createVendor(
     tenantId: number,
     vendorDTO: IVendorNewDTO,
-    authorizedUser: ISystemUser
+    trx?: Knex.Transaction
   ) {
     const { Contact } = this.tenancy.models(tenantId);
 
@@ -45,28 +45,31 @@ export class CreateVendor {
       vendorDTO
     );
     // Creates vendor contact under unit-of-work evnirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onVendorCreating` event.
-      await this.eventPublisher.emitAsync(events.vendors.onCreating, {
-        tenantId,
-        vendorDTO,
-        trx,
-      } as IVendorEventCreatingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onVendorCreating` event.
+        await this.eventPublisher.emitAsync(events.vendors.onCreating, {
+          tenantId,
+          vendorDTO,
+          trx,
+        } as IVendorEventCreatingPayload);
 
-      // Creates a new contact as vendor.
-      const vendor = await Contact.query(trx).insertAndFetch({
-        ...vendorObject,
-      });
-      // Triggers `onVendorCreated` event.
-      await this.eventPublisher.emitAsync(events.vendors.onCreated, {
-        tenantId,
-        vendorId: vendor.id,
-        vendor,
-        authorizedUser,
-        trx,
-      } as IVendorEventCreatedPayload);
+        // Creates a new contact as vendor.
+        const vendor = await Contact.query(trx).insertAndFetch({
+          ...vendorObject,
+        });
+        // Triggers `onVendorCreated` event.
+        await this.eventPublisher.emitAsync(events.vendors.onCreated, {
+          tenantId,
+          vendorId: vendor.id,
+          vendor,
+          trx,
+        } as IVendorEventCreatedPayload);
 
-      return vendor;
-    });
+        return vendor;
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Contacts/Vendors/VendorsImportable.ts

@@ -0,0 +1,32 @@
+import { Importable } from '@/services/Import/Importable';
+import { CreateVendor } from './CRUD/CreateVendor';
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import { VendorsSampleData } from './_SampleData';
+
+@Service()
+export class VendorsImportable extends Importable {
+  @Inject()
+  private createVendorService: CreateVendor;
+
+  /**
+   * Maps the imported data to create a new vendor service.
+   * @param {number} tenantId
+   * @param {} createDTO
+   * @param {Knex.Transaction} trx
+   */
+  public async importable(
+    tenantId: number,
+    createDTO: any,
+    trx?: Knex.Transaction<any, any[]>
+  ): Promise<void> {
+    await this.createVendorService.createVendor(tenantId, createDTO, trx);
+  }
+
+  /**
+   * Retrieves the sample data of vendors sample sheet.
+   */
+  public sampleData(): any[] {
+    return VendorsSampleData;
+  }
+}

packages/server/src/services/Contacts/Vendors/_SampleData.ts

@@ -0,0 +1,122 @@
+export const VendorsSampleData = [
+  {
+    "First Name": "Nicolette",
+    "Last Name": "Schamberger",
+    "Company Name": "Homenick - Hane",
+    "Display Name": "Rowland Rowe",
+    "Email": "cicero86@yahoo.com",
+    "Personal Phone Number": "811-603-2235",
+    "Work Phone Number": "906-993-5190",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "T",
+    "Note": "Doloribus autem optio temporibus dolores mollitia sit.",
+    "Billing Address 1": "862 Jessika Well",
+    "Billing Address 2": "1091 Dorthy Mount",
+    "Billing Address City": "Deckowfort",
+    "Billing Address Country": "Ghana",
+    "Billing Address Phone": "825-011-5207",
+    "Billing Address Postcode": "38228",
+    "Billing Address State": "Oregon",
+    "Shipping Address 1": "37626 Thiel Villages",
+    "Shipping Address 2": "132 Batz Avenue",
+    "Shipping Address City": "Pagacburgh",
+    "Shipping Address Country": "Albania",
+    "Shipping Address Phone": "171-546-3701",
+    "Shipping Address Postcode": "13709",
+    "Shipping Address State": "Georgia"
+  },
+  {
+    "First Name": "Hermann",
+    "Last Name": "Crooks",
+    "Company Name": "Veum - Schaefer",
+    "Display Name": "Harley Veum",
+    "Email": "immanuel56@hotmail.com",
+    "Personal Phone Number": "449-780-9999",
+    "Work Phone Number": "970-473-5785",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "T",
+    "Note": "Doloribus dolore dolor dicta vitae in fugit nisi quibusdam.",
+    "Billing Address 1": "532 Simonis Spring",
+    "Billing Address 2": "3122 Nicolas Inlet",
+    "Billing Address City": "East Matteofort",
+    "Billing Address Country": "Holy See (Vatican City State)",
+    "Billing Address Phone": "366-084-8629",
+    "Billing Address Postcode": "41607",
+    "Billing Address State": "Montana",
+    "Shipping Address 1": "2889 Tremblay Plaza",
+    "Shipping Address 2": "71355 Kutch Isle",
+    "Shipping Address City": "D'Amorehaven",
+    "Shipping Address Country": "Monaco",
+    "Shipping Address Phone": "614-189-3328",
+    "Shipping Address Postcode": "09634-0435",
+    "Shipping Address State": "Nevada"
+  },
+  {
+    "First Name": "Nellie",
+    "Last Name": "Gulgowski",
+    "Company Name": "Boyle, Heller and Jones",
+    "Display Name": "Randall Kohler",
+    "Email": "anibal_frami@yahoo.com",
+    "Personal Phone Number": "498-578-0740",
+    "Work Phone Number": "394-550-6827",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "T",
+    "Note": "Vero quibusdam rem fugit aperiam est modi.",
+    "Billing Address 1": "214 Sauer Villages",
+    "Billing Address 2": "30687 Kacey Square",
+    "Billing Address City": "Jayceborough",
+    "Billing Address Country": "Benin",
+    "Billing Address Phone": "332-820-1127",
+    "Billing Address Postcode": "16425-3887",
+    "Billing Address State": "Mississippi",
+    "Shipping Address 1": "562 Diamond Loaf",
+    "Shipping Address 2": "9595 Satterfield Trafficway",
+    "Shipping Address City": "Alexandrinefort",
+    "Shipping Address Country": "Puerto Rico",
+    "Shipping Address Phone": "776-500-8456",
+    "Shipping Address Postcode": "30258",
+    "Shipping Address State": "South Dakota"
+  },
+  {
+    "First Name": "Stone",
+    "Last Name": "Jerde",
+    "Company Name": "Cassin, Casper and Maggio",
+    "Display Name": "Clint McLaughlin",
+    "Email": "nathanael22@yahoo.com",
+    "Personal Phone Number": "562-790-6059",
+    "Work Phone Number": "686-838-0027",
+    "Website": "http://google.com",
+    "Opening Balance": 54302.23,
+    "Opening Balance At": "2022-02-02",
+    "Opening Balance Ex. Rate": 2,
+    "Currency": "LYD",
+    "Active": "T",
+    "Note": "Quis cumque molestias rerum.",
+    "Billing Address 1": "22590 Cathy Harbor",
+    "Billing Address 2": "24493 Brycen Brooks",
+    "Billing Address City": "Elnorashire",
+    "Billing Address Country": "Andorra",
+    "Billing Address Phone": "701-852-8005",
+    "Billing Address Postcode": "5680",
+    "Billing Address State": "Nevada",
+    "Shipping Address 1": "5355 Erdman Bridge",
+    "Shipping Address 2": "421 Jeanette Camp",
+    "Shipping Address City": "East Philip",
+    "Shipping Address Country": "Venezuela",
+    "Shipping Address Phone": "426-119-0858",
+    "Shipping Address Postcode": "34929-0501",
+    "Shipping Address State": "Tennessee"
+  }
+]

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

@@ -34,7 +34,7 @@ export default class CreateCreditNote extends BaseCreditNotes {
   public newCreditNote = async (
     tenantId: number,
     creditNoteDTO: ICreditNoteNewDTO,
-    authorizedUser: ISystemUser
+    trx?: Knex.Transaction
   ) => {
     const { CreditNote, Contact } = this.tenancy.models(tenantId);
 
@@ -66,28 +66,32 @@ export default class CreateCreditNote extends BaseCreditNotes {
       customer.currencyCode
     );
     // Creates a new credit card transactions under unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onCreditNoteCreating` event.
-      await this.eventPublisher.emitAsync(events.creditNote.onCreating, {
-        tenantId,
-        creditNoteDTO,
-        trx,
-      } as ICreditNoteCreatingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onCreditNoteCreating` event.
+        await this.eventPublisher.emitAsync(events.creditNote.onCreating, {
+          tenantId,
+          creditNoteDTO,
+          trx,
+        } as ICreditNoteCreatingPayload);
 
-      // Upsert the credit note graph.
-      const creditNote = await CreditNote.query(trx).upsertGraph({
-        ...creditNoteModel,
-      });
-      // Triggers `onCreditNoteCreated` event.
-      await this.eventPublisher.emitAsync(events.creditNote.onCreated, {
-        tenantId,
-        creditNoteDTO,
-        creditNote,
-        creditNoteId: creditNote.id,
-        trx,
-      } as ICreditNoteCreatedPayload);
+        // Upsert the credit note graph.
+        const creditNote = await CreditNote.query(trx).upsertGraph({
+          ...creditNoteModel,
+        });
+        // Triggers `onCreditNoteCreated` event.
+        await this.eventPublisher.emitAsync(events.creditNote.onCreated, {
+          tenantId,
+          creditNoteDTO,
+          creditNote,
+          creditNoteId: creditNote.id,
+          trx,
+        } as ICreditNoteCreatedPayload);
 
-      return creditNote;
-    });
+        return creditNote;
+      },
+      trx
+    );
   };
 }

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

@@ -0,0 +1,44 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { ICreditNoteNewDTO } from '@/interfaces';
+import { Importable } from '../Import/Importable';
+import CreateCreditNote from './CreateCreditNote';
+
+@Service()
+export class CreditNotesImportable extends Importable {
+  @Inject()
+  private createCreditNoteImportable: CreateCreditNote;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createAccountDTO: ICreditNoteNewDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createCreditNoteImportable.newCreditNote(
+      tenantId,
+      createAccountDTO,
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return [];
+  }
+}

packages/server/src/services/Expenses/CRUD/CreateExpense.ts

@@ -88,7 +88,8 @@ export class CreateExpense {
   public newExpense = async (
     tenantId: number,
     expenseDTO: IExpenseCreateDTO,
-    authorizedUser: ISystemUser
+    authorizedUser: ISystemUser,
+    trx?: Knex.Transaction
   ): Promise<IExpense> => {
     const { Expense } = await this.tenancy.models(tenantId);
 
@@ -103,28 +104,32 @@ export class CreateExpense {
     );
     // Writes the expense transaction with associated transactions under
     // unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onExpenseCreating` event.
-      await this.eventPublisher.emitAsync(events.expenses.onCreating, {
-        trx,
-        tenantId,
-        expenseDTO,
-      } as IExpenseCreatingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onExpenseCreating` event.
+        await this.eventPublisher.emitAsync(events.expenses.onCreating, {
+          trx,
+          tenantId,
+          expenseDTO,
+        } as IExpenseCreatingPayload);
 
-      // Creates a new expense transaction graph.
-      const expense: IExpense = await Expense.query(trx).upsertGraph(
-        expenseObj
-      );
-      // Triggers `onExpenseCreated` event.
-      await this.eventPublisher.emitAsync(events.expenses.onCreated, {
-        tenantId,
-        expenseId: expense.id,
-        authorizedUser,
-        expense,
-        trx,
-      } as IExpenseCreatedPayload);
+        // Creates a new expense transaction graph.
+        const expense: IExpense = await Expense.query(trx).upsertGraph(
+          expenseObj
+        );
+        // Triggers `onExpenseCreated` event.
+        await this.eventPublisher.emitAsync(events.expenses.onCreated, {
+          tenantId,
+          expenseId: expense.id,
+          authorizedUser,
+          expense,
+          trx,
+        } as IExpenseCreatedPayload);
 
-      return expense;
-    });
+        return expense;
+      },
+      trx
+    );
   };
 }

packages/server/src/services/Expenses/ExpensesImportable.ts

@@ -0,0 +1,46 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { IExpenseCreateDTO } from '@/interfaces';
+import { Importable } from '../Import/Importable';
+import { CreateExpense } from './CRUD/CreateExpense';
+import { ExpensesSampleData } from './constants';
+
+@Service()
+export class ExpensesImportable extends Importable {
+  @Inject()
+  private createExpenseService: CreateExpense;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createAccountDTO: IExpenseCreateDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createExpenseService.newExpense(
+      tenantId,
+      createAccountDTO,
+      {},
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return ExpensesSampleData;
+  }
+}

packages/server/src/services/Expenses/constants.ts

@@ -36,3 +36,43 @@ export const ERRORS = {
   EXPENSE_ALREADY_PUBLISHED: 'expense_already_published',
   EXPENSE_HAS_ASSOCIATED_LANDED_COST: 'EXPENSE_HAS_ASSOCIATED_LANDED_COST',
 };
+
+export const ExpensesSampleData = [
+  {
+    'Payment Date': '2024-03-01',
+    'Reference No.': 'REF-1',
+    'Payment Account': 'Petty Cash',
+    Description: 'Vel et dolorem architecto veniam.',
+    'Currency Code': '',
+    'Exchange Rate': '',
+    'Expense Account': 'Utilities Expense',
+    Amount: 9000,
+    'Line Description': 'Voluptates voluptas corporis vel.',
+    Publish: 'T',
+  },
+  {
+    'Payment Date': '2024-03-02',
+    'Reference No.': 'REF-2',
+    'Payment Account': 'Petty Cash',
+    Description: 'Id est molestias.',
+    'Currency Code': '',
+    'Exchange Rate': '',
+    'Expense Account': 'Utilities Expense',
+    Amount: 9000,
+    'Line Description': 'Eos voluptatem cumque et voluptate reiciendis.',
+    Publish: 'T',
+  },
+  {
+    'Payment Date': '2024-03-03',
+    'Reference No.': 'REF-3',
+    'Payment Account': 'Petty Cash',
+    Description: 'Quam cupiditate at nihil dicta dignissimos non fugit illo.',
+    'Currency Code': '',
+    'Exchange Rate': '',
+    'Expense Account': 'Utilities Expense',
+    Amount: 9000,
+    'Line Description':
+      'Hic alias rerum sed commodi dolores sint animi perferendis.',
+    Publish: 'T',
+  },
+];

packages/server/src/services/Import/ImportFileCommon.ts

@@ -0,0 +1,196 @@
+import XLSX from 'xlsx';
+import bluebird from 'bluebird';
+import * as R from 'ramda';
+import { Inject, Service } from 'typedi';
+import { first } from 'lodash';
+import { ImportFileDataValidator } from './ImportFileDataValidator';
+import { Knex } from 'knex';
+import {
+  ImportInsertError,
+  ImportOperError,
+  ImportOperSuccess,
+  ImportableContext,
+} from './interfaces';
+import { ServiceError } from '@/exceptions';
+import { getUniqueImportableValue, trimObject } from './_utils';
+import { ImportableResources } from './ImportableResources';
+import ResourceService from '../Resource/ResourceService';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { Import } from '@/system/models';
+
+@Service()
+export class ImportFileCommon {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private importFileValidator: ImportFileDataValidator;
+
+  @Inject()
+  private importable: ImportableResources;
+
+  @Inject()
+  private resource: ResourceService;
+
+  /**
+   * Maps the columns of the imported data based on the provided mapping attributes.
+   * @param {Record<string, any>[]} body - The array of data objects to map.
+   * @param {ImportMappingAttr[]} map - The mapping attributes.
+   * @returns {Record<string, any>[]} - The mapped data objects.
+   */
+  public parseXlsxSheet(buffer: Buffer): Record<string, unknown>[] {
+    const workbook = XLSX.read(buffer, { type: 'buffer', raw: true });
+
+    const firstSheetName = workbook.SheetNames[0];
+    const worksheet = workbook.Sheets[firstSheetName];
+
+    return XLSX.utils.sheet_to_json(worksheet, {});
+  }
+
+
+  /**
+   * Imports the given parsed data to the resource storage through registered importable service.
+   * @param {number} tenantId -
+   * @param {string} resourceName - Resource name.
+   * @param {Record<string, any>} parsedData - Parsed data.
+   * @param {Knex.Transaction} trx - Knex transaction.
+   * @returns {Promise<[ImportOperSuccess[], ImportOperError[]]>}
+   */
+  public async import(
+    tenantId: number,
+    importFile: Import,
+    parsedData: Record<string, any>[],
+    trx?: Knex.Transaction
+  ): Promise<[ImportOperSuccess[], ImportOperError[]]> {
+    const resourceFields = this.resource.getResourceFields2(
+      tenantId,
+      importFile.resource
+    );
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(importFile.resource);
+
+    const concurrency = importable.concurrency || 10;
+
+    const success: ImportOperSuccess[] = [];
+    const failed: ImportOperError[] = [];
+
+    const importAsync = async (objectDTO, index: number): Promise<void> => {
+      const context: ImportableContext = {
+        rowIndex: index,
+        import: importFile,
+      };
+      const transformedDTO = importable.transform(objectDTO, context);
+      const rowNumber = index + 1;
+      const uniqueValue = getUniqueImportableValue(resourceFields, objectDTO);
+      const errorContext = {
+        rowNumber,
+        uniqueValue,
+      };
+      try {
+        // Validate the DTO object before passing it to the service layer.
+        await this.importFileValidator.validateData(
+          resourceFields,
+          transformedDTO
+        );
+        try {
+          // Run the importable function and listen to the errors.
+          const data = await importable.importable(
+            tenantId,
+            transformedDTO,
+            trx
+          );
+          success.push({ index, data });
+        } catch (err) {
+          if (err instanceof ServiceError) {
+            const error: ImportInsertError[] = [
+              {
+                errorCode: 'ServiceError',
+                errorMessage: err.message || err.errorType,
+                ...errorContext,
+              },
+            ];
+            failed.push({ index, error });
+          } else {
+            const error: ImportInsertError[] = [
+              {
+                errorCode: 'UnknownError',
+                errorMessage: 'Unknown error occurred',
+                ...errorContext,
+              },
+            ];
+            failed.push({ index, error });
+          }
+        }
+      } catch (errors) {
+        const error = errors.map((er) => ({ ...er, ...errorContext }));
+        failed.push({ index, error });
+      }
+    };
+    await bluebird.map(parsedData, importAsync, { concurrency });
+
+    return [success, failed];
+  }
+
+  /**
+   *
+   * @param {string} resourceName
+   * @param {Record<string, any>} params
+   */
+  public async validateParamsSchema(
+    resourceName: string,
+    params: Record<string, any>
+  ) {
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(resourceName);
+
+    const yupSchema = importable.paramsValidationSchema();
+
+    try {
+      await yupSchema.validate(params, { abortEarly: false });
+    } catch (validationError) {
+      const errors = validationError.inner.map((error) => ({
+        errorCode: 'ParamsValidationError',
+        errorMessage: error.errors,
+      }));
+      throw errors;
+    }
+  }
+
+  /**
+   *
+   * @param {string} resourceName
+   * @param {Record<string, any>} params
+   */
+  public async validateParams(
+    tenantId: number,
+    resourceName: string,
+    params: Record<string, any>
+  ) {
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(resourceName);
+
+    await importable.validateParams(tenantId, params);
+  }
+
+  /**
+   *
+   * @param {string} resourceName
+   * @param {Record<string, any>} params
+   * @returns
+   */
+  public transformParams(resourceName: string, params: Record<string, any>) {
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(resourceName);
+
+    return importable.transformParams(params);
+  }
+
+  /**
+   * Retrieves the sheet columns from the given sheet data.
+   * @param {unknown[]} json
+   * @returns {string[]}
+   */
+  public parseSheetColumns(json: unknown[]): string[] {
+    return R.compose(Object.keys, trimObject, first)(json);
+  }
+}

packages/server/src/services/Import/ImportFileDataTransformer.ts

@@ -0,0 +1,151 @@
+import { Inject, Service } from 'typedi';
+import bluebird from 'bluebird';
+import { isUndefined, pickBy, set } from 'lodash';
+import { Knex } from 'knex';
+import { ImportMappingAttr, ResourceMetaFieldsMap } from './interfaces';
+import {
+  valueParser,
+  parseKey,
+  getFieldKey,
+  aggregate,
+  sanitizeSheetData,
+  getMapToPath,
+} from './_utils';
+import ResourceService from '../Resource/ResourceService';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { CurrencyParsingDTOs } from './_constants';
+
+@Service()
+export class ImportFileDataTransformer {
+  @Inject()
+  private resource: ResourceService;
+
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  /**
+   * Parses the given sheet data before passing to the service layer.
+   * based on the mapped fields and the each field type.
+   * @param {number} tenantId -
+   * @param {}
+   */
+  public async parseSheetData(
+    tenantId: number,
+    importFile: any,
+    importableFields: ResourceMetaFieldsMap,
+    data: Record<string, unknown>[],
+    trx?: Knex.Transaction
+  ): Promise<Record<string, any>[]> {
+    // Sanitize the sheet data.
+    const sanitizedData = sanitizeSheetData(data);
+
+    // Map the sheet columns key with the given map.
+    const mappedDTOs = this.mapSheetColumns(
+      sanitizedData,
+      importFile.mappingParsed
+    );
+    // Parse the mapped sheet values.
+    const parsedValues = await this.parseExcelValues(
+      tenantId,
+      importableFields,
+      mappedDTOs,
+      trx
+    );
+    const aggregateValues = this.aggregateParsedValues(
+      tenantId,
+      importFile.resource,
+      parsedValues
+    );
+    return aggregateValues;
+  }
+
+  /**
+   * Aggregates parsed data based on resource metadata configuration.
+   * @param {number} tenantId
+   * @param {string} resourceName
+   * @param {Record<string, any>} parsedData
+   * @returns {Record<string, any>[]}
+   */
+  public aggregateParsedValues = (
+    tenantId: number,
+    resourceName: string,
+    parsedData: Record<string, any>[]
+  ): Record<string, any>[] => {
+    let _value = parsedData;
+    const meta = this.resource.getResourceMeta(tenantId, resourceName);
+
+    if (meta.importAggregator === 'group') {
+      _value = aggregate(
+        _value,
+        meta.importAggregateBy,
+        meta.importAggregateOn
+      );
+    }
+    return _value;
+  };
+
+  /**
+   * Maps the columns of the imported data based on the provided mapping attributes.
+   * @param {Record<string, any>[]} body - The array of data objects to map.
+   * @param {ImportMappingAttr[]} map - The mapping attributes.
+   * @returns {Record<string, any>[]} - The mapped data objects.
+   */
+  public mapSheetColumns(
+    body: Record<string, any>[],
+    map: ImportMappingAttr[]
+  ): Record<string, any>[] {
+    return body.map((item) => {
+      const newItem = {};
+      map
+        .filter((mapping) => !isUndefined(item[mapping.from]))
+        .forEach((mapping) => {
+          const toPath = getMapToPath(mapping.to, mapping.group);
+          newItem[toPath] = item[mapping.from];
+        });
+      return newItem;
+    });
+  }
+
+  /**
+   * Parses sheet values before passing to the service layer.
+   * @param {ResourceMetaFieldsMap} fields -
+   * @param {Record<string, any>} valueDTOS -
+   * @returns {Record<string, any>}
+   */
+  public async parseExcelValues(
+    tenantId: number,
+    fields: ResourceMetaFieldsMap,
+    valueDTOs: Record<string, any>[],
+    trx?: Knex.Transaction
+  ): Promise<Record<string, any>[]> {
+    const tenantModels = this.tenancy.models(tenantId);
+    const _valueParser = valueParser(fields, tenantModels, trx);
+    const _keyParser = parseKey(fields);
+
+    const parseAsync = async (valueDTO) => {
+      // Clean up the undefined keys that not exist in resource fields.
+      const _valueDTO = pickBy(
+        valueDTO,
+        (value, key) => !isUndefined(fields[getFieldKey(key)])
+      );
+      // Keys of mapped values. key structure: `group.key` or `key`.
+      const keys = Object.keys(_valueDTO);
+
+      // Map the object values.
+      return bluebird.reduce(
+        keys,
+        async (acc, key) => {
+          const parsedValue = await _valueParser(_valueDTO[key], key);
+          const parsedKey = await _keyParser(key);
+
+          set(acc, parsedKey, parsedValue);
+          return acc;
+        },
+        {}
+      );
+    };
+    return bluebird.map(valueDTOs, parseAsync, {
+      concurrency: CurrencyParsingDTOs,
+    });
+  }
+}

packages/server/src/services/Import/ImportFileDataValidator.ts

@@ -0,0 +1,46 @@
+import { Service } from 'typedi';
+import { ImportInsertError, ResourceMetaFieldsMap } from './interfaces';
+import { ERRORS, convertFieldsToYupValidation } from './_utils';
+import { IModelMeta } from '@/interfaces';
+import { ServiceError } from '@/exceptions';
+
+@Service()
+export class ImportFileDataValidator {
+  /**
+   * Validates the given resource is importable.
+   * @param {IModelMeta} resourceMeta
+   */
+  public validateResourceImportable(resourceMeta: IModelMeta) {
+    // Throw service error if the resource does not support importing.
+    if (!resourceMeta.importable) {
+      throw new ServiceError(ERRORS.RESOURCE_NOT_IMPORTABLE);
+    }
+  }
+
+  /**
+   * Validates the given mapped DTOs and returns errors with their index.
+   * @param {Record<string, any>} mappedDTOs
+   * @returns {Promise<void | ImportInsertError[]>}
+   */
+  public async validateData(
+    importableFields: ResourceMetaFieldsMap,
+    data: Record<string, any>
+  ): Promise<void | ImportInsertError[]> {
+    const YupSchema = convertFieldsToYupValidation(importableFields);
+    const _data = { ...data };
+
+    try {
+      await YupSchema.validate(_data, { abortEarly: false });
+    } catch (validationError) {
+      const errors = validationError.inner.reduce((errors, error) => {
+        const newErrors = error.errors.map((errMsg) => ({
+          errorCode: 'ValidationError',
+          errorMessage: errMsg,
+        }));
+        return [...errors, ...newErrors];
+      }, []);
+
+      throw errors;
+    }
+  }
+}

packages/server/src/services/Import/ImportFileMapping.ts

@@ -0,0 +1,154 @@
+import { fromPairs, isUndefined } from 'lodash';
+import { Inject, Service } from 'typedi';
+import {
+  ImportDateFormats,
+  ImportFileMapPOJO,
+  ImportMappingAttr,
+} from './interfaces';
+import ResourceService from '../Resource/ResourceService';
+import { ServiceError } from '@/exceptions';
+import { ERRORS } from './_utils';
+import { Import } from '@/system/models';
+
+@Service()
+export class ImportFileMapping {
+  @Inject()
+  private resource: ResourceService;
+
+  /**
+   * Mapping the excel sheet columns with resource columns.
+   * @param {number} tenantId
+   * @param {number} importId
+   * @param {ImportMappingAttr} maps
+   */
+  public async mapping(
+    tenantId: number,
+    importId: number,
+    maps: ImportMappingAttr[]
+  ): Promise<ImportFileMapPOJO> {
+    const importFile = await Import.query()
+      .findOne('filename', importId)
+      .throwIfNotFound();
+
+    // Invalidate the from/to map attributes.
+    this.validateMapsAttrs(tenantId, importFile, maps);
+
+    // Validate the diplicated relations of map attrs.
+    this.validateDuplicatedMapAttrs(maps);
+
+    // Validate the date format mapping.
+    this.validateDateFormatMapping(tenantId, importFile.resource, maps);
+
+    const mappingStringified = JSON.stringify(maps);
+
+    await Import.query().findById(importFile.id).patch({
+      mapping: mappingStringified,
+    });
+    return {
+      import: {
+        importId: importFile.importId,
+        resource: importFile.resource,
+      },
+    };
+  }
+
+  /**
+   * Validate the mapping attributes.
+   * @param {number} tenantId -
+   * @param {} importFile -
+   * @param {ImportMappingAttr[]} maps
+   * @throws {ServiceError(ERRORS.INVALID_MAP_ATTRS)}
+   */
+  private validateMapsAttrs(
+    tenantId: number,
+    importFile: any,
+    maps: ImportMappingAttr[]
+  ) {
+    const fields = this.resource.getResourceFields2(
+      tenantId,
+      importFile.resource
+    );
+    const columnsMap = fromPairs(
+      importFile.columnsParsed.map((field) => [field, ''])
+    );
+    const invalid = [];
+
+    // is not empty, is not undefined or map.group
+    maps.forEach((map) => {
+      let _invalid = true;
+
+      if (!map.group && fields[map.to]) {
+        _invalid = false;
+      }
+      if (map.group && fields[map.group] && fields[map.group]?.fields[map.to]) {
+        _invalid = false;
+      }
+      if (columnsMap[map.from]) {
+        _invalid = false;
+      }
+      if (_invalid) {
+        invalid.push(map);
+      }
+    });
+    if (invalid.length > 0) {
+      throw new ServiceError(ERRORS.INVALID_MAP_ATTRS);
+    }
+  }
+
+  /**
+   * Validate the map attrs relation should be one-to-one relation only.
+   * @param {ImportMappingAttr[]} maps
+   */
+  private validateDuplicatedMapAttrs(maps: ImportMappingAttr[]) {
+    const fromMap = {};
+    const toMap = {};
+
+    maps.forEach((map) => {
+      if (fromMap[map.from]) {
+        throw new ServiceError(ERRORS.DUPLICATED_FROM_MAP_ATTR);
+      } else {
+        fromMap[map.from] = true;
+      }
+      const toPath = !isUndefined(map?.group)
+        ? `${map.group}.${map.to}`
+        : map.to;
+
+      if (toMap[toPath]) {
+        throw new ServiceError(ERRORS.DUPLICATED_TO_MAP_ATTR);
+      } else {
+        toMap[toPath] = true;
+      }
+    });
+  }
+
+  /**
+   * Validates the date format mapping.
+   * @param {number} tenantId
+   * @param {string} resource
+   * @param {ImportMappingAttr[]} maps
+   */
+  private validateDateFormatMapping(
+    tenantId: number,
+    resource: string,
+    maps: ImportMappingAttr[]
+  ) {
+    const fields = this.resource.getResourceImportableFields(
+      tenantId,
+      resource
+    );
+    // @todo Validate date type of the nested fields.
+    maps.forEach((map) => {
+      if (
+        typeof fields[map.to] !== 'undefined' &&
+        fields[map.to].fieldType === 'date'
+      ) {
+        if (
+          typeof map.dateFormat !== 'undefined' &&
+          ImportDateFormats.indexOf(map.dateFormat) === -1
+        ) {
+          throw new ServiceError(ERRORS.INVALID_MAP_DATE_FORMAT);
+        }
+      }
+    });
+  }
+}

packages/server/src/services/Import/ImportFileMeta.ts

@@ -0,0 +1,33 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { ImportFileMetaTransformer } from './ImportFileMetaTransformer';
+import { Import } from '@/system/models';
+
+@Service()
+export class ImportFileMeta {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the import meta of the given import model id.
+   * @param {number} tenantId
+   * @param {number} importId
+   * @returns {}
+   */
+  async getImportMeta(tenantId: number, importId: string) {
+    const importFile = await Import.query()
+      .where('tenantId', tenantId)
+      .findOne('importId', importId);
+
+    // Retrieves the transformed accounts collection.
+    return this.transformer.transform(
+      tenantId,
+      importFile,
+      new ImportFileMetaTransformer()
+    );
+  }
+}

packages/server/src/services/Import/ImportFileMetaTransformer.ts

@@ -0,0 +1,19 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+
+export class ImportFileMetaTransformer extends Transformer {
+  /**
+   * Include these attributes to sale invoice object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return ['map'];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['id', 'filename', 'columns', 'mappingParsed', 'mapping'];
+  }
+
+  map(importFile) {
+    return  importFile.mappingParsed;
+  }
+}

packages/server/src/services/Import/ImportFilePreview.ts

@@ -0,0 +1,34 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { ImportFilePreviewPOJO } from './interfaces';
+import { ImportFileProcess } from './ImportFileProcess';
+
+@Service()
+export class ImportFilePreview {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private importFile: ImportFileProcess;
+
+  /**
+   * Preview the imported file results before commiting the transactions.
+   * @param {number} tenantId
+   * @param {number} importId
+   * @returns {Promise<ImportFilePreviewPOJO>}
+   */
+  public async preview(
+    tenantId: number,
+    importId: number
+  ): Promise<ImportFilePreviewPOJO> {
+    const knex = this.tenancy.knex(tenantId);
+    const trx = await knex.transaction({ isolationLevel: 'read uncommitted' });
+
+    const meta = await this.importFile.import(tenantId, importId, trx);
+
+    // Rollback the successed transaction.
+    await trx.rollback();
+
+    return meta;
+  }
+}

packages/server/src/services/Import/ImportFileProcess.ts

@@ -0,0 +1,108 @@
+import { Inject, Service } from 'typedi';
+import { chain } from 'lodash';
+import { Knex } from 'knex';
+import { ServiceError } from '@/exceptions';
+import {
+  ERRORS,
+  getSheetColumns,
+  getUnmappedSheetColumns,
+  readImportFile,
+} from './_utils';
+import { ImportFileCommon } from './ImportFileCommon';
+import { ImportFileDataTransformer } from './ImportFileDataTransformer';
+import ResourceService from '../Resource/ResourceService';
+import UnitOfWork from '../UnitOfWork';
+import { ImportFilePreviewPOJO } from './interfaces';
+import { Import } from '@/system/models';
+
+@Service()
+export class ImportFileProcess {
+  @Inject()
+  private resource: ResourceService;
+
+  @Inject()
+  private importCommon: ImportFileCommon;
+
+  @Inject()
+  private importParser: ImportFileDataTransformer;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  /**
+   * Preview the imported file results before commiting the transactions.
+   * @param {number} tenantId
+   * @param {number} importId
+   * @returns {Promise<ImportFilePreviewPOJO>}
+   */
+  public async import(
+    tenantId: number,
+    importId: number,
+    trx?: Knex.Transaction
+  ): Promise<ImportFilePreviewPOJO> {
+    const importFile = await Import.query()
+      .findOne('importId', importId)
+      .where('tenantId', tenantId)
+      .throwIfNotFound();
+
+    // Throw error if the import file is not mapped yet.
+    if (!importFile.isMapped) {
+      throw new ServiceError(ERRORS.IMPORT_FILE_NOT_MAPPED);
+    }
+    // Read the imported file.
+    const buffer = await readImportFile(importFile.filename);
+    const sheetData = this.importCommon.parseXlsxSheet(buffer);
+    const header = getSheetColumns(sheetData);
+
+    const resource = importFile.resource;
+    const resourceFields = this.resource.getResourceFields2(tenantId, resource);
+
+    // Runs the importing operation with ability to return errors that will happen.
+    const [successedImport, failedImport, allData] =
+      await this.uow.withTransaction(
+        tenantId,
+        async (trx: Knex.Transaction) => {
+          // Prases the sheet json data.
+          const parsedData = await this.importParser.parseSheetData(
+            tenantId,
+            importFile,
+            resourceFields,
+            sheetData,
+            trx
+          );
+          const [successedImport, failedImport] =
+            await this.importCommon.import(
+              tenantId,
+              importFile,
+              parsedData,
+              trx
+            );
+          return [successedImport, failedImport, parsedData];
+        },
+        trx
+      );
+    const mapping = importFile.mappingParsed;
+    const errors = chain(failedImport)
+      .map((oper) => oper.error)
+      .flatten()
+      .value();
+
+    const unmappedColumns = getUnmappedSheetColumns(header, mapping);
+    const totalCount = allData.length;
+
+    const createdCount = successedImport.length;
+    const errorsCount = failedImport.length;
+    const skippedCount = errorsCount;
+
+    return {
+      resource,
+      createdCount,
+      skippedCount,
+      totalCount,
+      errorsCount,
+      errors,
+      unmappedColumns: unmappedColumns,
+      unmappedColumnsCount: unmappedColumns.length,
+    };
+  }
+}

packages/server/src/services/Import/ImportFileUpload.ts

@@ -0,0 +1,126 @@
+import { Inject, Service } from 'typedi';
+import {
+  deleteImportFile,
+  getResourceColumns,
+  readImportFile,
+  sanitizeResourceName,
+  validateSheetEmpty,
+} from './_utils';
+import ResourceService from '../Resource/ResourceService';
+import { ImportFileCommon } from './ImportFileCommon';
+import { ImportFileDataValidator } from './ImportFileDataValidator';
+import { ImportFileUploadPOJO } from './interfaces';
+import { Import } from '@/system/models';
+
+@Service()
+export class ImportFileUploadService {
+  @Inject()
+  private resourceService: ResourceService;
+
+  @Inject()
+  private importFileCommon: ImportFileCommon;
+
+  @Inject()
+  private importValidator: ImportFileDataValidator;
+
+  /**
+   * Imports the specified file for the given resource.
+   * Deletes the file if an error occurs during the import process.
+   * @param {number} tenantId
+   * @param {string} resourceName
+   * @param {string} filename
+   * @param {Record<string, number | string>} params
+   * @returns {Promise<ImportFileUploadPOJO>}
+   */
+  public async import(
+    tenantId: number,
+    resourceName: string,
+    filename: string,
+    params: Record<string, number | string>
+  ): Promise<ImportFileUploadPOJO> {
+    console.log(filename, 'filename');
+
+    try {
+      return await this.importUnhandled(
+        tenantId,
+        resourceName,
+        filename,
+        params
+      );
+    } catch (err) {
+      deleteImportFile(filename);
+      throw err;
+    }
+  }
+
+  /**
+   * Reads the imported file and stores the import file meta under unqiue id.
+   * @param {number} tenantId - Tenant id.
+   * @param {string} resource - Resource name.
+   * @param {string} filePath - File path.
+   * @param {string} fileName - File name.
+   * @returns {Promise<ImportFileUploadPOJO>}
+   */
+  public async importUnhandled(
+    tenantId: number,
+    resourceName: string,
+    filename: string,
+    params: Record<string, number | string>
+  ): Promise<ImportFileUploadPOJO> {
+    const resource = sanitizeResourceName(resourceName);
+    const resourceMeta = this.resourceService.getResourceMeta(
+      tenantId,
+      resource
+    );
+    // Throw service error if the resource does not support importing.
+    this.importValidator.validateResourceImportable(resourceMeta);
+
+    // Reads the imported file into buffer.
+    const buffer = await readImportFile(filename);
+
+    // Parse the buffer file to array data.
+    const sheetData = this.importFileCommon.parseXlsxSheet(buffer);
+
+    // Throws service error if the sheet data is empty.
+    validateSheetEmpty(sheetData);
+
+    const sheetColumns = this.importFileCommon.parseSheetColumns(sheetData);
+    const coumnsStringified = JSON.stringify(sheetColumns);
+
+    try {
+      // Validates the params Yup schema.
+      await this.importFileCommon.validateParamsSchema(resource, params);
+
+      // Validates importable params asyncly.
+      await this.importFileCommon.validateParams(tenantId, resource, params);
+    } catch (error) {
+      throw error;
+    }
+    const _params = this.importFileCommon.transformParams(resource, params);
+    const paramsStringified = JSON.stringify(_params);
+
+    // Store the import model with related metadata.
+    const importFile = await Import.query().insert({
+      filename,
+      resource,
+      tenantId,
+      importId: filename,
+      columns: coumnsStringified,
+      params: paramsStringified,
+    });
+    const resourceColumnsMap = this.resourceService.getResourceFields2(
+      tenantId,
+      resource
+    );
+    const resourceColumns = getResourceColumns(resourceColumnsMap);
+
+    return {
+      import: {
+        importId: importFile.importId,
+        resource: importFile.resource,
+      },
+      sheetColumns,
+      resourceColumns,
+    };
+  }
+}