Merge pull request #519 from bigcapitalhq/change-settings-value-colum-to-text

fix: alter value column of the settings table to text instead of string

.env.example

@@ -84,8 +84,8 @@ LEMONSQUEEZY_STORE_ID=
 LEMONSQUEEZY_WEBHOOK_SECRET=
 
 # S3 documents and attachments 
-S3_REGION=
+S3_REGION=US
 S3_ACCESS_KEY_ID=
 S3_SECRET_ACCESS_KEY=
 S3_ENDPOINT=
-S3_BUCKET=
+S3_BUCKET=

CHANGELOG.md

@@ -2,6 +2,14 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+## [v0.17.5] - 17-06-2024
+
+* fix: Balance sheet and P/L nested accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/501
+* fix: add space between buttons on floating actions bar by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/508
+* feat: Migrating to Envoy proxy instead of Nginx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/509
+* fix: Disable email confirmation does not work with invited users by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/497
+* feat: Setting up the date format in the whole system dates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/506
+
 ## [0.17.0] - 04-06-2024
 
 ### New

docker-compose.prod.yml

@@ -3,24 +3,17 @@
 version: '3.3'
 
 services:
-  nginx:
-    container_name: bigcapital-nginx-gateway
-    build:
-      context: ./docker/nginx
-      args:
-        - SERVER_PROXY_PORT=3000
-        - WEB_SSL=false
-        - SELF_SIGNED=false
-    volumes:
-      - ./data/logs/nginx/:/var/log/nginx
-      - ./docker/certbot/certs/:/var/certs
+  proxy:
+    image: envoyproxy/envoy:v1.30-latest
+    depends_on:
+      - server
+      - webapp
     ports:
       - '${PUBLIC_PROXY_PORT:-80}:80'
       - '${PUBLIC_PROXY_SSL_PORT:-443}:443'
     tty: true
-    depends_on:
-      - server
-      - webapp
+    volumes:
+      - ./docker/envoy/envoy.yaml:/etc/envoy/envoy.yaml
     restart: on-failure
     networks:
       - bigcapital_network
@@ -46,6 +39,8 @@ services:
       - mongo
       - redis
     restart: on-failure
+    networks:
+      - bigcapital_network
     environment:
       # Mail
       - MAIL_HOST=${MAIL_HOST}
@@ -127,8 +122,6 @@ services:
       - S3_SECRET_ACCESS_KEY=${S3_SECRET_ACCESS_KEY}
       - S3_ENDPOINT=${S3_ENDPOINT}
       - S3_BUCKET=${S3_BUCKET}
-    networks:
-      - bigcapital_network
 
   database_migration:
     container_name: bigcapital-database-migration

docker/envoy/envoy.yaml

@@ -0,0 +1,62 @@
+static_resources:
+  listeners:
+    - name: listener_0
+      address:
+        socket_address:
+          address: 0.0.0.0
+          port_value: 80
+      filter_chains:
+        - filters:
+            - name: envoy.filters.network.http_connection_manager
+              typed_config:
+                '@type': type.googleapis.com/envoy.extensions.filters.network.http_connection_manager.v3.HttpConnectionManager
+                stat_prefix: ingress_http
+                route_config:
+                  name: local_route
+                  virtual_hosts:
+                    - name: backend
+                      domains: ['*']
+                      routes:
+                        - match:
+                            prefix: '/api'
+                          route:
+                            cluster: dynamic_server
+                        - match:
+                            prefix: '/'
+                          route:
+                            cluster: webapp
+                http_filters:
+                  - name: envoy.filters.http.router
+                    typed_config:
+                      "@type": type.googleapis.com/envoy.extensions.filters.http.router.v3.Router
+
+  clusters:
+    - name: dynamic_server
+      connect_timeout: 0.25s
+      type: STRICT_DNS
+      dns_lookup_family: V4_ONLY
+      lb_policy: ROUND_ROBIN
+      load_assignment:
+        cluster_name: dynamic_server
+        endpoints:
+          - lb_endpoints:
+              - endpoint:
+                  address:
+                    socket_address:
+                      address: server
+                      port_value: 3000
+
+    - name: webapp
+      connect_timeout: 0.25s
+      type: STRICT_DNS
+      dns_lookup_family: V4_ONLY
+      lb_policy: ROUND_ROBIN
+      load_assignment:
+        cluster_name: webapp
+        endpoints:
+          - lb_endpoints:
+              - endpoint:
+                  address:
+                    socket_address:
+                      address: webapp
+                      port_value: 80

docker/nginx/Dockerfile

@@ -1,21 +0,0 @@
-FROM nginx:1.11
-
-RUN mkdir /etc/nginx/sites-available && rm /etc/nginx/conf.d/default.conf
-ADD nginx.conf /etc/nginx/
-
-COPY scripts /root/scripts/
-COPY certs /etc/ssl/
-
-COPY sites /etc/nginx/templates
-
-ARG SERVER_PROXY_PORT=3000
-ARG WEB_SSL=false
-ARG SELF_SIGNED=false
-
-ENV SERVER_PROXY_PORT=$SERVER_PROXY_PORT
-ENV WEB_SSL=$WEB_SSL
-ENV SELF_SIGNED=$SELF_SIGNED
-
-RUN /bin/bash /root/scripts/build-nginx.sh
-
-CMD nginx

docker/nginx/nginx.conf

@@ -1,33 +0,0 @@
-user www-data;
-worker_processes auto;
-pid /run/nginx.pid;
-daemon off;
-
-events {
-  worker_connections  2048;
-  use epoll;
-}
-
-http {
-  server_tokens off;
-  sendfile on;
-  tcp_nopush on;
-  tcp_nodelay on;
-  keepalive_timeout 15;
-  types_hash_max_size 2048;
-  client_max_body_size 20M;
-  open_file_cache max=100;
-  gzip on;
-  gzip_disable "msie6";
-
-  ssl_protocols TLSv1 TLSv1.1 TLSv1.2;
-  ssl_ciphers 'ECDHE-ECDSA-CHACHA20-POLY1305:ECDHE-RSA-CHACHA20-POLY1305:ECDHE-ECDSA-AES128-GCM-SHA256:ECDHE-RSA-AES128-GCM-SHA256:ECDHE-ECDSA-AES256-GCM-SHA384:ECDHE-RSA-AES256-GCM-SHA384:DHE-RSA-AES128-GCM-SHA256:DHE-RSA-AES256-GCM-SHA384:ECDHE-ECDSA-AES128-SHA256:ECDHE-RSA-AES128-SHA256:ECDHE-ECDSA-AES128-SHA:ECDHE-RSA-AES256-SHA384:ECDHE-RSA-AES128-SHA:ECDHE-ECDSA-AES256-SHA384:ECDHE-ECDSA-AES256-SHA:ECDHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA256:DHE-RSA-AES128-SHA:DHE-RSA-AES256-SHA256:DHE-RSA-AES256-SHA:ECDHE-ECDSA-DES-CBC3-SHA:ECDHE-RSA-DES-CBC3-SHA:EDH-RSA-DES-CBC3-SHA:AES128-GCM-SHA256:AES256-GCM-SHA384:AES128-SHA256:AES256-SHA256:AES128-SHA:AES256-SHA:DES-CBC3-SHA:!DSS';
-
-  include /etc/nginx/mime.types;
-  default_type application/octet-stream;
-
-  include /etc/nginx/conf.d/*.conf;
-  include /etc/nginx/sites-available/*;
-  access_log /var/log/nginx/access.log;
-  error_log /var/log/nginx/error.log;
-}

docker/nginx/scripts/build-nginx.sh

@@ -1,9 +0,0 @@
-#!/bin/bash
-
-for conf in /etc/nginx/templates/*.conf; do
-  mv $conf "/etc/nginx/sites-available/"$(basename $conf) > /dev/null
-done
-
-for template in /etc/nginx/templates/*.template; do
-  envsubst < $template > "/etc/nginx/sites-available/"$(basename $template)".conf"
-done

docker/nginx/sites/server.template

@@ -1,16 +0,0 @@
-server {
-  listen 80 default_server;
-
-  location /api {
-    proxy_pass http://server:${SERVER_PROXY_PORT};
-  }
-
-  location / {
-    proxy_pass http://webapp;
-  }
-
-  location /.well-known/acme-challenge/ {
-    root /var/www/letsencrypt/;
-    log_not_found off;
-  }
-}

packages/server/package.json

@@ -25,6 +25,7 @@
     "@casl/ability": "^5.4.3",
     "@hapi/boom": "^7.4.3",
     "@lemonsqueezy/lemonsqueezy.js": "^2.2.0",
+    "@supercharge/promise-pool": "^3.2.0",
     "@types/express": "^4.17.21",
     "@types/i18n": "^0.8.7",
     "@types/knex": "^0.16.1",

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

@@ -5,7 +5,7 @@ import DashboardService from '@/services/Dashboard/DashboardService';
 @Service()
 export default class DashboardMetaController {
   @Inject()
-  dashboardService: DashboardService;
+  private dashboardService: DashboardService;
 
   /**
    * Constructor router.

packages/server/src/commands/bigcapital.ts

@@ -4,6 +4,7 @@ import color from 'colorette';
 import argv from 'getopts';
 import Knex from 'knex';
 import { knexSnakeCaseMappers } from 'objection';
+import { PromisePool } from '@supercharge/promise-pool';
 import '../before';
 import config from '../config';
 
@@ -28,7 +29,7 @@ function initSystemKnex() {
   });
 }
 
-function initTenantKnex(organizationId) {
+function initTenantKnex(organizationId: string = '') {
   return Knex({
     client: config.tenant.db_client,
     connection: {
@@ -71,10 +72,12 @@ function getAllSystemTenants(knex) {
   return knex('tenants');
 }
 
-function getAllInitializedSystemTenants(knex) {
+function getAllInitializedTenants(knex) {
   return knex('tenants').whereNotNull('initializedAt');
 }
 
+const MIGRATION_CONCURRENCY = 10;
+
 // module.exports = {
 //   log,
 //   success,
@@ -91,6 +94,7 @@ function getAllInitializedSystemTenants(knex) {
 // - bigcapital tenants:migrate:make
 // - bigcapital system:migrate:make
 // - bigcapital tenants:list
+// - bigcapital tenants:list --all
 
 commander
   .command('system:migrate:rollback')
@@ -149,10 +153,13 @@ commander
 commander
   .command('tenants:list')
   .description('Retrieve a list of all system tenants databases.')
+  .option('-a, --all', 'All tenants even are not initialized.')
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllSystemTenants(sysKnex);
+      const tenants = cmd?.all
+        ? await getAllSystemTenants(sysKnex)
+        : await getAllInitializedTenants(sysKnex);
 
       tenants.forEach((tenant) => {
         const dbName = `${config.tenant.db_name_prefix}${tenant.organizationId}`;
@@ -183,18 +190,20 @@ commander
 commander
   .command('tenants:migrate:latest')
   .description('Migrate all tenants or the given tenant id.')
-  .option('-t, --tenant_id [tenant_id]', 'Which tenant id do you migrate.')
+  .option(
+    '-t, --tenant_id [tenant_id]',
+    'Which organization id do you migrate.'
+  )
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllInitializedSystemTenants(sysKnex);
+      const tenants = await getAllInitializedTenants(sysKnex);
       const tenantsOrgsIds = tenants.map((tenant) => tenant.organizationId);
 
       if (cmd.tenant_id && tenantsOrgsIds.indexOf(cmd.tenant_id) === -1) {
         exit(`The given tenant id ${cmd.tenant_id} is not exists.`);
       }
       // Validate the tenant id exist first of all.
-      const migrateOpers = [];
       const migrateTenant = async (organizationId) => {
         try {
           const tenantKnex = await initTenantKnex(organizationId);
@@ -216,17 +225,17 @@ commander
         }
       };
       if (!cmd.tenant_id) {
-        tenants.forEach((tenant) => {
-          const oper = migrateTenant(tenant.organizationId);
-          migrateOpers.push(oper);
-        });
+        await PromisePool.withConcurrency(MIGRATION_CONCURRENCY)
+          .for(tenants)
+          .process((tenant, index, pool) => {
+            return migrateTenant(tenant.organizationId);
+          })
+          .then(() => {
+            success('All tenants are migrated.');
+          });
       } else {
-        const oper = migrateTenant(cmd.tenant_id);
-        migrateOpers.push(oper);
+        await migrateTenant(cmd.tenant_id);
       }
-      Promise.all(migrateOpers).then(() => {
-        success('All tenants are migrated.');
-      });
     } catch (error) {
       exit(error);
     }
@@ -235,19 +244,21 @@ commander
 commander
   .command('tenants:migrate:rollback')
   .description('Rollback the last batch of tenants migrations.')
-  .option('-t, --tenant_id [tenant_id]', 'Which tenant id do you migrate.')
+  .option(
+    '-t, --tenant_id [tenant_id]',
+    'Which organization id do you migrate.'
+  )
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllSystemTenants(sysKnex);
+      const tenants = await getAllInitializedTenants(sysKnex);
       const tenantsOrgsIds = tenants.map((tenant) => tenant.organizationId);
 
       if (cmd.tenant_id && tenantsOrgsIds.indexOf(cmd.tenant_id) === -1) {
         exit(`The given tenant id ${cmd.tenant_id} is not exists.`);
       }
 
-      const migrateOpers = [];
-      const migrateTenant = async (organizationId) => {
+      const migrateTenant = async (organizationId: string) => {
         try {
           const tenantKnex = await initTenantKnex(organizationId);
           const [batchNo, _log] = await tenantKnex.migrate.rollback();
@@ -268,17 +279,17 @@ commander
       };
 
       if (!cmd.tenant_id) {
-        tenants.forEach((tenant) => {
-          const oper = migrateTenant(tenant.organizationId);
-          migrateOpers.push(oper);
-        });
+        await PromisePool.withConcurrency(MIGRATION_CONCURRENCY)
+          .for(tenants)
+          .process((tenant, index, pool) => {
+            return migrateTenant(tenant.organizationId);
+          })
+          .then(() => {
+            success('All tenants are rollbacked.');
+          });
       } else {
-        const oper = migrateTenant(cmd.tenant_id);
-        migrateOpers.push(oper);
+        await migrateTenant(cmd.tenant_id);
       }
-      Promise.all(migrateOpers).then(() => {
-        success('All tenants are rollbacked.');
-      });
     } catch (error) {
       exit(error);
     }

packages/server/src/database/migrations/20240704064858_change_settings_value_to_text.js

@@ -0,0 +1,11 @@
+exports.up = function (knex) {
+  return knex.schema.table('settings', (table) => {
+    table.text('value').alter();
+  });
+};
+
+exports.down = (knex) => {
+  return knex.schema.table('settings', (table) => {
+    table.string('value').alter();
+  });
+};

packages/server/src/interfaces/GeneralLedgerSheet.ts

@@ -56,6 +56,8 @@ export interface IGeneralLedgerSheetAccount {
   transactions: IGeneralLedgerSheetAccountTransaction[];
   openingBalance: IGeneralLedgerSheetAccountBalance;
   closingBalance: IGeneralLedgerSheetAccountBalance;
+  closingBalanceSubaccounts?: IGeneralLedgerSheetAccountBalance;
+  children?: IGeneralLedgerSheetAccount[];
 }
 
 export type IGeneralLedgerSheetData = IGeneralLedgerSheetAccount[];

packages/server/src/lib/Transformer/Transformer.ts

@@ -149,13 +149,19 @@ export class Transformer {
     return this.excludeAttributes().length > 0;
   };
 
+  private dateFormat = 'YYYY MMM DD';
+
+  setDateFormat(format: string) {
+    this.dateFormat = format;
+  }
+
   /**
    *
    * @param date
    * @returns
    */
   protected formatDate(date) {
-    return date ? moment(date).format('YYYY/MM/DD') : '';
+    return date ? moment(date).format(this.dateFormat) : '';
   }
 
   /**
@@ -193,6 +199,7 @@ export class Transformer {
   ) {
     transformer.setOptions(options);
     transformer.setContext(this.context);
+    transformer.setDateFormat(this.dateFormat);
 
     return transformer.work(obj);
   }

packages/server/src/lib/Transformer/TransformerInjectable.ts

@@ -24,6 +24,17 @@ export class TransformerInjectable {
     };
   }
 
+  /**
+   * Retrieves the given tenatn date format.
+   * @param {number} tenantId
+   * @returns {string}
+   */
+  async getTenantDateFormat(tenantId: number) {
+    const metadata = await TenantMetadata.query().findOne('tenantId', tenantId);
+
+    return metadata.dateFormat;
+  }
+
   /**
    * Transformes the given transformer after inject the tenant context.
    * @param   {number} tenantId
@@ -41,7 +52,11 @@ export class TransformerInjectable {
     if (!isNull(tenantId)) {
       const context = await this.getApplicationContext(tenantId);
       transformer.setContext(context);
+
+      const dateFormat = await this.getTenantDateFormat(tenantId);
+      transformer.setDateFormat(dateFormat);
     }
+
     transformer.setOptions(options);
 
     return transformer.work(object);

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -104,10 +104,10 @@ export default class UncategorizedCashflowTransaction extends mixin(
    */
   private async updateUncategorizedTransactionCount(
     queryContext: QueryContext,
-    increment: boolean
+    increment: boolean,
+    amount: number = 1
   ) {
     const operation = increment ? 'increment' : 'decrement';
-    const amount = increment ? 1 : -1;
 
     await Account.query(queryContext.transaction)
       .findById(this.accountId)

packages/server/src/services/Accounting/Ledger.ts

@@ -51,7 +51,7 @@ export default class Ledger implements ILedger {
 
   /**
    * Filters entries by the given accounts ids then returns a new ledger.
-   * @param {number[]} accountIds 
+   * @param {number[]} accountIds
    * @returns {ILedger}
    */
   public whereAccountsIds(accountIds: number[]): ILedger {
@@ -274,4 +274,14 @@ export default class Ledger implements ILedger {
     const entries = Ledger.mappingTransactions(transactions);
     return new Ledger(entries);
   }
+
+  /**
+   * Retrieve the transaction amount.
+   * @param {number} credit - Credit amount.
+   * @param {number} debit - Debit amount.
+   * @param {string} normal - Credit or debit.
+   */
+  static getAmount(credit: number, debit: number, normal: string) {
+    return normal === 'credit' ? credit - debit : debit - credit;
+  }
 }

packages/server/src/services/Authentication/AuthSignin.ts

@@ -1,6 +1,6 @@
 import { Container, Inject } from 'typedi';
 import { cloneDeep } from 'lodash';
-import { Tenant } from '@/system/models';
+import { SystemUser, Tenant } from '@/system/models';
 import {
   IAuthSignedInEventPayload,
   IAuthSigningInEventPayload,
@@ -64,7 +64,9 @@ export class AuthSigninService {
     const { systemUserRepository } = this.sysRepositories;
 
     // Finds the user of the given email address.
-    const user = await systemUserRepository.findOneByEmail(email);
+    const user = await SystemUser.query()
+      .findOne('email', email)
+      .modify('inviteAccepted');
 
     // Validate the given email and password.
     await this.validateSignIn(user, email, password);

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

@@ -7,7 +7,12 @@ export class CashflowTransactionTransformer extends Transformer {
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount', 'transactionTypeFormatted'];
+    return [
+      'formattedAmount',
+      'transactionTypeFormatted',
+      'formattedDate',
+      'formattedCreatedAt',
+    ];
   };
 
   /**
@@ -24,10 +29,28 @@ export class CashflowTransactionTransformer extends Transformer {
 
   /**
    * Formatted transaction type.
-   * @param transaction 
+   * @param transaction
    * @returns {string}
    */
   protected transactionTypeFormatted = (transaction) => {
     return this.context.i18n.__(transaction.transactionTypeFormatted);
-  }
+  };
+
+  /**
+   * Retrieve the formatted transaction date.
+   * @param invoice
+   * @returns {string}
+   */
+  protected formattedDate = (invoice): string => {
+    return this.formatDate(invoice.date);
+  };
+
+  /**
+   * Retrieve the formatted created at date.
+   * @param invoice
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (invoice): string => {
+    return this.formatDate(invoice.createdAt);
+  };
 }

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

@@ -12,7 +12,6 @@ import { Knex } from 'knex';
 import { transformCategorizeTransToCashflow } from './utils';
 import { CommandCashflowValidator } from './CommandCasflowValidator';
 import NewCashflowTransactionService from './NewCashflowTransactionService';
-import { TransferAuthorizationGuaranteeDecision } from 'plaid';
 
 @Service()
 export class CategorizeCashflowTransaction {

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

@@ -68,7 +68,11 @@ export const CASHFLOW_TRANSACTION_TYPE_META = {
   [`${CASHFLOW_TRANSACTION_TYPE.OTHER_EXPENSE}`]: {
     type: 'OtherExpense',
     direction: CASHFLOW_DIRECTION.OUT,
-    creditType: [ACCOUNT_TYPE.EXPENSE, ACCOUNT_TYPE.OTHER_EXPENSE],
+    creditType: [
+      ACCOUNT_TYPE.EXPENSE,
+      ACCOUNT_TYPE.OTHER_EXPENSE,
+      ACCOUNT_TYPE.COST_OF_GOODS_SOLD,
+    ],
   },
 };
 

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

@@ -1,4 +1,4 @@
-import { upperFirst, camelCase, omit } from 'lodash';
+import { upperFirst, camelCase } from 'lodash';
 import {
   CASHFLOW_TRANSACTION_TYPE,
   CASHFLOW_TRANSACTION_TYPE_META,
@@ -6,7 +6,6 @@ import {
 } from './constants';
 import {
   ICashflowNewCommandDTO,
-  ICashflowTransaction,
   ICategorizeCashflowTransactioDTO,
   IUncategorizedCashflowTransaction,
 } from '@/interfaces';
@@ -42,8 +41,8 @@ export const getCashflowAccountTransactionsTypes = () => {
 /**
  * Tranasformes the given uncategorized transaction and categorized DTO
  * to cashflow create DTO.
- * @param {IUncategorizedCashflowTransaction} uncategorizeModel 
- * @param {ICategorizeCashflowTransactioDTO} categorizeDTO 
+ * @param {IUncategorizedCashflowTransaction} uncategorizeModel
+ * @param {ICategorizeCashflowTransactioDTO} categorizeDTO
  * @returns {ICashflowNewCommandDTO}
  */
 export const transformCategorizeTransToCashflow = (
@@ -62,6 +61,7 @@ export const transformCategorizeTransToCashflow = (
     transactionNumber: categorizeDTO.transactionNumber,
     transactionType: categorizeDTO.transactionType,
     uncategorizedTransactionId: uncategorizeModel.id,
+    branchId: categorizeDTO?.branchId,
     publish: true,
   };
 };

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

@@ -13,6 +13,8 @@ export class CreditNoteTransformer extends Transformer {
     return [
       'formattedCreditsRemaining',
       'formattedCreditNoteDate',
+      'formattedCreatedAt',
+      'formattedCreatedAt',
       'formattedAmount',
       'formattedCreditsUsed',
       'formattedSubtotal',
@@ -30,6 +32,15 @@ export class CreditNoteTransformer extends Transformer {
     return this.formatDate(credit.creditNoteDate);
   };
 
+  /**
+   * Retrieve formatted created at date.
+   * @param credit 
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (credit): string => {
+    return this.formatDate(credit.createdAt);
+  };
+
   /**
    * Retrieve formatted invoice amount.
    * @param {ICreditNote} credit

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

@@ -15,6 +15,7 @@ export class ExpenseTransfromer extends Transformer {
       'formattedLandedCostAmount',
       'formattedAllocatedCostAmount',
       'formattedDate',
+      'formattedCreatedAt',
       'categories',
       'attachments',
     ];
@@ -62,6 +63,15 @@ export class ExpenseTransfromer extends Transformer {
     return this.formatDate(expense.paymentDate);
   };
 
+  /**
+   * Retrieve formatted created at date.
+   * @param {IExpense} expense 
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (expense: IExpense): string => {
+    return this.formatDate(expense.createdAt);
+  }
+
   /**
    * Retrieves the transformed expense categories.
    * @param {IExpense} expense

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

@@ -20,6 +20,8 @@ import { BalanceSheetPercentage } from './BalanceSheetPercentage';
 import { BalanceSheetSchema } from './BalanceSheetSchema';
 import { BalanceSheetBase } from './BalanceSheetBase';
 import { BalanceSheetQuery } from './BalanceSheetQuery';
+import { flatToNestedArray } from '@/utils';
+import BalanceSheetRepository from './BalanceSheetRepository';
 
 export const BalanceSheetAccounts = (Base: any) =>
   class extends R.compose(
@@ -56,6 +58,11 @@ export const BalanceSheetAccounts = (Base: any) =>
      */
     readonly i18n: any;
 
+    /**
+     * Balance sheet repository.
+     */
+    readonly repository: BalanceSheetRepository;
+
     /**
      * Retrieve the accounts node of accounts types.
      * @param   {string} accountsTypes
@@ -78,8 +85,12 @@ export const BalanceSheetAccounts = (Base: any) =>
     private reportSchemaAccountNodeMapper = (
       account: IAccount
     ): IBalanceSheetAccountNode => {
+      const childrenAccountsIds = this.repository.accountsGraph.dependenciesOf(
+        account.id
+      );
+      const accountIds = R.uniq(R.append(account.id, childrenAccountsIds));
       const total = this.repository.totalAccountsLedger
-        .whereAccountId(account.id)
+        .whereAccountsIds(accountIds)
         .getClosingBalance();
 
       return {
@@ -128,8 +139,19 @@ export const BalanceSheetAccounts = (Base: any) =>
     private getAccountsNodesByAccountTypes = (
       accountsTypes: string[]
     ): IBalanceSheetAccountNode[] => {
+      // Retrieves accounts from the given defined node account types.
       const accounts = this.getAccountsByAccountTypes(accountsTypes);
-      return R.map(this.reportSchemaAccountNodeComposer, accounts);
+
+      // Converts the flatten accounts to tree.
+      const accountsTree = flatToNestedArray(accounts, {
+        id: 'id',
+        parentId: 'parentAccountId',
+      });
+      // Maps over the accounts tree.
+      return this.mapNodesDeep(
+        accountsTree,
+        this.reportSchemaAccountNodeComposer
+      );
     };
 
     /**

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

@@ -1,6 +1,4 @@
 import * as R from 'ramda';
-import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
-import { FinancialHorizTotals } from '../FinancialHorizTotals';
 import { FinancialSheetStructure } from '../FinancialSheetStructure';
 import {
   BALANCE_SHEET_SCHEMA_NODE_TYPE,

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

@@ -3,7 +3,6 @@ import * as R from 'ramda';
 import { Knex } from 'knex';
 import { isEmpty } from 'lodash';
 import {
-  IAccount,
   IAccountTransactionsGroupBy,
   IBalanceSheetQuery,
   ILedger,
@@ -12,7 +11,6 @@ import { transformToMapBy } from 'utils';
 import Ledger from '@/services/Accounting/Ledger';
 import { BalanceSheetQuery } from './BalanceSheetQuery';
 import { FinancialDatePeriods } from '../FinancialDatePeriods';
-import { ACCOUNT_PARENT_TYPE, ACCOUNT_TYPE } from '@/data/AccountTypes';
 import { BalanceSheetRepositoryNetIncome } from './BalanceSheetRepositoryNetIncome';
 
 @Service()
@@ -40,6 +38,11 @@ export default class BalanceSheetRepository extends R.compose(
    */
   public accounts: any;
 
+  /**
+   * @param {}
+   */
+  public accountsGraph: any;
+
   /**
    *
    */
@@ -163,6 +166,8 @@ export default class BalanceSheetRepository extends R.compose(
    */
   public asyncInitialize = async () => {
     await this.initAccounts();
+    await this.initAccountsGraph();
+
     await this.initAccountsTotalLedger();
 
     // Date periods.
@@ -204,6 +209,15 @@ export default class BalanceSheetRepository extends R.compose(
     this.accountsByParentType = transformToMapBy(accounts, 'accountParentType');
   };
 
+  /**
+   * Initialize accounts graph.
+   */
+  public initAccountsGraph = async () => {
+    const { Account } = this.models;
+
+    this.accountsGraph = Account.toDependencyGraph(this.accounts);
+  };
+
   // ----------------------------
   // # Closing Total
   // ----------------------------

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedger.ts

@@ -1,29 +1,31 @@
-import { isEmpty, get, last, sumBy } from 'lodash';
+import { isEmpty, get, last, sumBy, first, head } from 'lodash';
+import moment from 'moment';
+import * as R from 'ramda';
 import {
   IGeneralLedgerSheetQuery,
   IGeneralLedgerSheetAccount,
   IGeneralLedgerSheetAccountBalance,
   IGeneralLedgerSheetAccountTransaction,
   IAccount,
-  IJournalPoster,
-  IJournalEntry,
-  IContact,
+  ILedgerEntry,
 } from '@/interfaces';
 import FinancialSheet from '../FinancialSheet';
-import moment from 'moment';
+import { GeneralLedgerRepository } from './GeneralLedgerRepository';
+import { FinancialSheetStructure } from '../FinancialSheetStructure';
+import { flatToNestedArray } from '@/utils';
+import Ledger from '@/services/Accounting/Ledger';
+import { calculateRunningBalance } from './_utils';
 
 /**
  * General ledger sheet.
  */
-export default class GeneralLedgerSheet extends FinancialSheet {
-  tenantId: number;
-  accounts: IAccount[];
-  query: IGeneralLedgerSheetQuery;
-  openingBalancesJournal: IJournalPoster;
-  transactions: IJournalPoster;
-  contactsMap: Map<number, IContact>;
-  baseCurrency: string;
-  i18n: any;
+export default class GeneralLedgerSheet extends R.compose(
+  FinancialSheetStructure
+)(FinancialSheet) {
+  private query: IGeneralLedgerSheetQuery;
+  private baseCurrency: string;
+  private i18n: any;
+  private repository: GeneralLedgerRepository;
 
   /**
    * Constructor method.
@@ -34,63 +36,59 @@ export default class GeneralLedgerSheet extends FinancialSheet {
    * @param {IJournalPoster} closingBalancesJournal -
    */
   constructor(
-    tenantId: number,
     query: IGeneralLedgerSheetQuery,
-    accounts: IAccount[],
-    contactsByIdMap: Map<number, IContact>,
-    transactions: IJournalPoster,
-    openingBalancesJournal: IJournalPoster,
-    baseCurrency: string,
+    repository: GeneralLedgerRepository,
     i18n
   ) {
     super();
 
-    this.tenantId = tenantId;
     this.query = query;
     this.numberFormat = this.query.numberFormat;
-    this.accounts = accounts;
-    this.contactsMap = contactsByIdMap;
-    this.transactions = transactions;
-    this.openingBalancesJournal = openingBalancesJournal;
-    this.baseCurrency = baseCurrency;
+    this.repository = repository;
+    this.baseCurrency = this.repository.tenant.metadata.currencyCode;
     this.i18n = i18n;
   }
 
-  /**
-   * Retrieve the transaction amount.
-   * @param {number} credit - Credit amount.
-   * @param {number} debit - Debit amount.
-   * @param {string} normal - Credit or debit.
-   */
-  getAmount(credit: number, debit: number, normal: string) {
-    return normal === 'credit' ? credit - debit : debit - credit;
-  }
-
   /**
    * Entry mapper.
-   * @param {IJournalEntry} entry -
+   * @param {ILedgerEntry} entry -
    * @return {IGeneralLedgerSheetAccountTransaction}
    */
-  entryReducer(
-    entries: IGeneralLedgerSheetAccountTransaction[],
-    entry: IJournalEntry,
-    openingBalance: number
-  ): IGeneralLedgerSheetAccountTransaction[] {
-    const lastEntry = last(entries);
+  private getEntryRunningBalance(
+    entry: ILedgerEntry,
+    openingBalance: number,
+    runningBalance?: number
+  ): number {
+    const lastRunningBalance = runningBalance || openingBalance;
 
-    const contact = this.contactsMap.get(entry.contactId);
-    const amount = this.getAmount(
+    const amount = Ledger.getAmount(
       entry.credit,
       entry.debit,
       entry.accountNormal
     );
-    const runningBalance =
-      amount + (!isEmpty(entries) ? lastEntry.runningBalance : openingBalance);
+    return calculateRunningBalance(amount, lastRunningBalance);
+  }
 
-    const newEntry = {
+  /**
+   * Maps the given ledger entry to G/L transaction.
+   * @param {ILedgerEntry} entry
+   * @param {number} runningBalance
+   * @returns {IGeneralLedgerSheetAccountTransaction}
+   */
+  private transactionMapper(
+    entry: ILedgerEntry,
+    runningBalance: number
+  ): IGeneralLedgerSheetAccountTransaction {
+    const contact = this.repository.contactsById.get(entry.contactId);
+    const amount = Ledger.getAmount(
+      entry.credit,
+      entry.debit,
+      entry.accountNormal
+    );
+    return {
+      id: entry.id,
       date: entry.date,
       dateFormatted: moment(entry.date).format('YYYY MMM DD'),
-      entryId: entry.id,
 
       transactionNumber: entry.transactionNumber,
       referenceType: entry.referenceType,
@@ -109,16 +107,15 @@ export default class GeneralLedgerSheet extends FinancialSheet {
       amount,
       runningBalance,
 
-      formattedAmount: this.formatNumber(amount),
-      formattedCredit: this.formatNumber(entry.credit),
-      formattedDebit: this.formatNumber(entry.debit),
-      formattedRunningBalance: this.formatNumber(runningBalance),
+      formattedAmount: this.formatNumber(amount, { excerptZero: false }),
+      formattedCredit: this.formatNumber(entry.credit, { excerptZero: false }),
+      formattedDebit: this.formatNumber(entry.debit, { excerptZero: false }),
+      formattedRunningBalance: this.formatNumber(runningBalance, {
+        excerptZero: false,
+      }),
 
       currencyCode: this.baseCurrency,
-    };
-    entries.push(newEntry);
-
-    return entries;
+    } as IGeneralLedgerSheetAccountTransaction;
   }
 
   /**
@@ -130,28 +127,48 @@ export default class GeneralLedgerSheet extends FinancialSheet {
     account: IAccount,
     openingBalance: number
   ): IGeneralLedgerSheetAccountTransaction[] {
-    const entries = this.transactions.getAccountEntries(account.id);
+    const entries = this.repository.transactionsLedger
+      .whereAccountId(account.id)
+      .getEntries();
 
-    return entries.reduce(
-      (
-        entries: IGeneralLedgerSheetAccountTransaction[],
-        entry: IJournalEntry
-      ) => {
-        return this.entryReducer(entries, entry, openingBalance);
-      },
-      []
-    );
+    return entries
+      .reduce((prev: Array<[number, ILedgerEntry]>, current: ILedgerEntry) => {
+        const prevEntry = last(prev);
+        const prevRunningBalance = head(prevEntry) as number;
+        const amount = this.getEntryRunningBalance(
+          current,
+          openingBalance,
+          prevRunningBalance
+        );
+        return [...prev, [amount, current]];
+      }, [])
+      .map((entryPair: [number, ILedgerEntry]) => {
+        const [runningBalance, entry] = entryPair;
+
+        return this.transactionMapper(entry, runningBalance);
+      });
   }
 
   /**
-   * Retrieve account opening balance.
+   * Retrieves the given account opening balance.
+   * @param {number} accountId
+   * @returns {number}
+   */
+  private accountOpeningBalance(accountId: number): number {
+    return this.repository.openingBalanceTransactionsLedger
+      .whereAccountId(accountId)
+      .getClosingBalance();
+  }
+
+  /**
+   * Retrieve the given account opening balance.
    * @param {IAccount} account
    * @return {IGeneralLedgerSheetAccountBalance}
    */
-  private accountOpeningBalance(
-    account: IAccount
+  private accountOpeningBalanceTotal(
+    accountId: number
   ): IGeneralLedgerSheetAccountBalance {
-    const amount = this.openingBalancesJournal.getAccountBalance(account.id);
+    const amount = this.accountOpeningBalance(accountId);
     const formattedAmount = this.formatTotalNumber(amount);
     const currencyCode = this.baseCurrency;
     const date = this.query.fromDate;
@@ -160,15 +177,31 @@ export default class GeneralLedgerSheet extends FinancialSheet {
   }
 
   /**
-   * Retrieve account closing balance.
+   * Retrieves the given account closing balance.
+   * @param {number} accountId
+   * @returns {number}
+   */
+  private accountClosingBalance(accountId: number): number {
+    const openingBalance = this.repository.openingBalanceTransactionsLedger
+      .whereAccountId(accountId)
+      .getClosingBalance();
+
+    const transactionsBalance = this.repository.transactionsLedger
+      .whereAccountId(accountId)
+      .getClosingBalance();
+
+    return openingBalance + transactionsBalance;
+  }
+
+  /**
+   * Retrieves the given account closing balance.
    * @param {IAccount} account
    * @return {IGeneralLedgerSheetAccountBalance}
    */
-  private accountClosingBalance(
-    openingBalance: number,
-    transactions: IGeneralLedgerSheetAccountTransaction[]
+  private accountClosingBalanceTotal(
+    accountId: number
   ): IGeneralLedgerSheetAccountBalance {
-    const amount = this.calcClosingBalance(openingBalance, transactions);
+    const amount = this.accountClosingBalance(accountId);
     const formattedAmount = this.formatTotalNumber(amount);
     const currencyCode = this.baseCurrency;
     const date = this.query.toDate;
@@ -176,31 +209,78 @@ export default class GeneralLedgerSheet extends FinancialSheet {
     return { amount, formattedAmount, currencyCode, date };
   }
 
-  private calcClosingBalance(
-    openingBalance: number,
-    transactions: IGeneralLedgerSheetAccountTransaction[]
-  ) {
-    return openingBalance + sumBy(transactions, (trans) => trans.amount);
-  }
+  /**
+   * Retrieves the given account closing balance with subaccounts.
+   * @param {number} accountId
+   * @returns {number}
+   */
+  private accountClosingBalanceWithSubaccounts = (
+    accountId: number
+  ): number => {
+    const depsAccountsIds =
+      this.repository.accountsGraph.dependenciesOf(accountId);
+
+    const openingBalance = this.repository.openingBalanceTransactionsLedger
+      .whereAccountsIds([...depsAccountsIds, accountId])
+      .getClosingBalance();
+
+    const transactionsBalanceWithSubAccounts =
+      this.repository.transactionsLedger
+        .whereAccountsIds([...depsAccountsIds, accountId])
+        .getClosingBalance();
+
+    const closingBalance = openingBalance + transactionsBalanceWithSubAccounts;
+
+    return closingBalance;
+  };
+
+  /**
+   * Retrieves the closing balance with subaccounts total node.
+   * @param {number} accountId
+   * @returns {IGeneralLedgerSheetAccountBalance}
+   */
+  private accountClosingBalanceWithSubaccountsTotal = (
+    accountId: number
+  ): IGeneralLedgerSheetAccountBalance => {
+    const amount = this.accountClosingBalanceWithSubaccounts(accountId);
+    const formattedAmount = this.formatTotalNumber(amount);
+    const currencyCode = this.baseCurrency;
+    const date = this.query.toDate;
+
+    return { amount, formattedAmount, currencyCode, date };
+  };
+
+  /**
+   * Detarmines whether the closing balance subaccounts node should be exist.
+   * @param {number} accountId
+   * @returns {boolean}
+   */
+  private isAccountNodeIncludesClosingSubaccounts = (accountId: number) => {
+    // Retrun early if there is no accounts in the filter so
+    // return closing subaccounts in all cases.
+    if (isEmpty(this.query.accountsIds)) {
+      return true;
+    }
+    // Returns true if the given account id includes transactions.
+    return this.repository.accountNodesIncludeTransactions.includes(accountId);
+  };
 
   /**
    * Retreive general ledger accounts sections.
    * @param {IAccount} account
    * @return {IGeneralLedgerSheetAccount}
    */
-  private accountMapper(account: IAccount): IGeneralLedgerSheetAccount {
-    const openingBalance = this.accountOpeningBalance(account);
-
+  private accountMapper = (account: IAccount): IGeneralLedgerSheetAccount => {
+    const openingBalance = this.accountOpeningBalanceTotal(account.id);
     const transactions = this.accountTransactionsMapper(
       account,
       openingBalance.amount
     );
-    const closingBalance = this.accountClosingBalance(
-      openingBalance.amount,
-      transactions
-    );
+    const closingBalance = this.accountClosingBalanceTotal(account.id);
+    const closingBalanceSubaccounts =
+      this.accountClosingBalanceWithSubaccountsTotal(account.id);
 
-    return {
+    const initialNode = {
       id: account.id,
       name: account.name,
       code: account.code,
@@ -210,34 +290,90 @@ export default class GeneralLedgerSheet extends FinancialSheet {
       transactions,
       closingBalance,
     };
-  }
+
+    return R.compose(
+      R.when(
+        () => this.isAccountNodeIncludesClosingSubaccounts(account.id),
+        R.assoc('closingBalanceSubaccounts', closingBalanceSubaccounts)
+      )
+    )(initialNode);
+  };
 
   /**
-   * Retrieve mapped accounts with general ledger transactions and opeing/closing balance.
+   * Maps over deep nodes to retrieve the G/L account node.
+   * @param {IAccount[]} accounts
+   * @returns {IGeneralLedgerSheetAccount[]}
+   */
+  private accountNodesDeepMap = (
+    accounts: IAccount[]
+  ): IGeneralLedgerSheetAccount[] => {
+    return this.mapNodesDeep(accounts, this.accountMapper);
+  };
+
+  /**
+   * Transformes the flatten nodes to nested nodes.
+   */
+  private nestedAccountsNode = (flattenAccounts: IAccount[]): IAccount[] => {
+    return flatToNestedArray(flattenAccounts, {
+      id: 'id',
+      parentId: 'parentAccountId',
+    });
+  };
+
+  /**
+   * Filters account nodes.
+   * @param {IGeneralLedgerSheetAccount[]} nodes
+   * @returns  {IGeneralLedgerSheetAccount[]}
+   */
+  private filterAccountNodesByTransactionsFilter = (
+    nodes: IGeneralLedgerSheetAccount[]
+  ): IGeneralLedgerSheetAccount[] => {
+    return this.filterNodesDeep(
+      nodes,
+      (account: IGeneralLedgerSheetAccount) =>
+        !(account.transactions.length === 0 && this.query.noneTransactions)
+    );
+  };
+
+  /**
+   * Filters account nodes by the acounts filter.
+   * @param {IAccount[]} nodes
+   * @returns {IAccount[]}
+   */
+  private filterAccountNodesByAccountsFilter = (
+    nodes: IAccount[]
+  ): IAccount[] => {
+    return this.filterNodesDeep(nodes, (node: IGeneralLedgerSheetAccount) => {
+      if (R.isEmpty(this.query.accountsIds)) {
+        return true;
+      }
+      // Returns true if the given account id exists in the filter.
+      return this.repository.accountNodeInclude?.includes(node.id);
+    });
+  };
+
+  /**
+   * Retrieves mapped accounts with general ledger transactions and
+   * opeing/closing balance.
    * @param {IAccount[]} accounts -
    * @return {IGeneralLedgerSheetAccount[]}
    */
   private accountsWalker(accounts: IAccount[]): IGeneralLedgerSheetAccount[] {
-    return (
-      accounts
-        .map((account: IAccount) => this.accountMapper(account))
-        // Filter general ledger accounts that have no transactions
-        // when`noneTransactions` is on.
-        .filter(
-          (generalLedgerAccount: IGeneralLedgerSheetAccount) =>
-            !(
-              generalLedgerAccount.transactions.length === 0 &&
-              this.query.noneTransactions
-            )
-        )
-    );
+    return R.compose(
+      R.defaultTo([]),
+      this.filterAccountNodesByTransactionsFilter,
+      this.accountNodesDeepMap,
+      R.defaultTo([]),
+      this.filterAccountNodesByAccountsFilter,
+      this.nestedAccountsNode
+    )(accounts);
   }
 
   /**
-   * Retrieve general ledger report data.
+   * Retrieves general ledger report data.
    * @return {IGeneralLedgerSheetAccount[]}
    */
   public reportData(): IGeneralLedgerSheetAccount[] {
-    return this.accountsWalker(this.accounts);
+    return this.accountsWalker(this.repository.accounts);
   }
 }

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerRepository.ts

@@ -0,0 +1,180 @@
+import moment from 'moment';
+import * as R from 'ramda';
+import {
+  IAccount,
+  IAccountTransaction,
+  IContact,
+  IGeneralLedgerSheetQuery,
+  ITenant,
+} from '@/interfaces';
+import Ledger from '@/services/Accounting/Ledger';
+import { transformToMap } from '@/utils';
+import { Tenant } from '@/system/models';
+import { flatten, isEmpty, uniq } from 'lodash';
+
+export class GeneralLedgerRepository {
+  public filter: IGeneralLedgerSheetQuery;
+  public accounts: IAccount[];
+
+  public transactions: IAccountTransaction[];
+  public openingBalanceTransactions: IAccountTransaction[];
+
+  public transactionsLedger: Ledger;
+  public openingBalanceTransactionsLedger: Ledger;
+
+  public repositories: any;
+  public models: any;
+  public accountsGraph: any;
+
+  public contacts: IContact;
+  public contactsById: Map<number, IContact>;
+
+  public tenantId: number;
+  public tenant: ITenant;
+
+  public accountNodesIncludeTransactions: Array<number> = [];
+  public accountNodeInclude: Array<number> = [];
+
+  /**
+   * Constructor method.
+   * @param models
+   * @param repositories
+   * @param filter
+   */
+  constructor(
+    repositories: any,
+    filter: IGeneralLedgerSheetQuery,
+    tenantId: number
+  ) {
+    this.filter = filter;
+    this.repositories = repositories;
+    this.tenantId = tenantId;
+  }
+
+  /**
+   * Initialize the G/L report.
+   */
+  public async asyncInitialize() {
+    await this.initTenant();
+    await this.initAccounts();
+    await this.initAccountsGraph();
+    await this.initContacts();
+    await this.initAccountsOpeningBalance();
+    this.initAccountNodesIncludeTransactions();
+    await this.initTransactions();
+    this.initAccountNodesIncluded();
+  }
+
+  /**
+   * Initialize the tenant.
+   */
+  public async initTenant() {
+    this.tenant = await Tenant.query()
+      .findById(this.tenantId)
+      .withGraphFetched('metadata');
+  }
+
+  /**
+   * Initialize the accounts.
+   */
+  public async initAccounts() {
+    this.accounts = await this.repositories.accountRepository
+      .all()
+      .orderBy('name', 'ASC');
+  }
+
+  /**
+   * Initialize the accounts graph.
+   */
+  public async initAccountsGraph() {
+    this.accountsGraph =
+      await this.repositories.accountRepository.getDependencyGraph();
+  }
+
+  /**
+   * Initialize the contacts.
+   */
+  public async initContacts() {
+    this.contacts = await this.repositories.contactRepository.all();
+    this.contactsById = transformToMap(this.contacts, 'id');
+  }
+
+  /**
+   * Initialize the G/L transactions from/to the given date.
+   */
+  public async initTransactions() {
+    this.transactions = await this.repositories.transactionsRepository
+      .journal({
+        fromDate: this.filter.fromDate,
+        toDate: this.filter.toDate,
+        branchesIds: this.filter.branchesIds,
+      })
+      .orderBy('date', 'ASC')
+      .onBuild((query) => {
+        if (this.filter.accountsIds?.length > 0) {
+          query.whereIn('accountId', this.accountNodesIncludeTransactions);
+        }
+      });
+    // Transform array transactions to journal collection.
+    this.transactionsLedger = Ledger.fromTransactions(this.transactions);
+  }
+
+  /**
+   * Initialize the G/L accounts opening balance.
+   */
+  public async initAccountsOpeningBalance() {
+    // Retreive opening balance credit/debit sumation.
+    this.openingBalanceTransactions =
+      await this.repositories.transactionsRepository.journal({
+        toDate: moment(this.filter.fromDate).subtract(1, 'day'),
+        sumationCreditDebit: true,
+        branchesIds: this.filter.branchesIds,
+      });
+
+    // Accounts opening transactions.
+    this.openingBalanceTransactionsLedger = Ledger.fromTransactions(
+      this.openingBalanceTransactions
+    );
+  }
+
+  /**
+   * Initialize the account nodes that should include transactions.
+   * @returns {void}
+   */
+  public initAccountNodesIncludeTransactions() {
+    if (isEmpty(this.filter.accountsIds)) {
+      return;
+    }
+    const childrenNodeIds = this.filter.accountsIds?.map(
+      (accountId: number) => {
+        return this.accountsGraph.dependenciesOf(accountId);
+      }
+    );
+    const nodeIds = R.concat(this.filter.accountsIds, childrenNodeIds);
+
+    this.accountNodesIncludeTransactions = uniq(flatten(nodeIds));
+  }
+
+  /**
+   * Initialize the account node ids should be included,
+   * if the filter by acounts is presented.
+   * @returns {void}
+   */
+  public initAccountNodesIncluded() {
+    if (isEmpty(this.filter.accountsIds)) {
+      return;
+    }
+    const nodeIds = this.filter.accountsIds.map((accountId) => {
+      const childrenIds = this.accountsGraph.dependenciesOf(accountId);
+      const parentIds = this.accountsGraph.dependantsOf(accountId);
+
+      return R.concat(childrenIds, parentIds);
+    });
+
+    this.accountNodeInclude = R.compose(
+      R.uniq,
+      R.flatten,
+      R.concat(this.filter.accountsIds)
+    )(nodeIds);
+  }
+}

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerService.ts

@@ -1,18 +1,10 @@
 import { Service, Inject } from 'typedi';
 import moment from 'moment';
-import { ServiceError } from '@/exceptions';
-import { difference } from 'lodash';
 import { IGeneralLedgerSheetQuery, IGeneralLedgerMeta } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
-import Journal from '@/services/Accounting/JournalPoster';
 import GeneralLedgerSheet from '@/services/FinancialStatements/GeneralLedger/GeneralLedger';
-import { transformToMap } from 'utils';
-import { Tenant } from '@/system/models';
 import { GeneralLedgerMeta } from './GeneralLedgerMeta';
-
-const ERRORS = {
-  ACCOUNTS_NOT_FOUND: 'ACCOUNTS_NOT_FOUND',
-};
+import { GeneralLedgerRepository } from './GeneralLedgerRepository';
 
 @Service()
 export class GeneralLedgerService {
@@ -40,29 +32,13 @@ export class GeneralLedgerService {
     };
   }
 
-  /**
-   * Validates accounts existance on the storage.
-   * @param {number} tenantId
-   * @param {number[]} accountsIds
-   */
-  async validateAccountsExistance(tenantId: number, accountsIds: number[]) {
-    const { Account } = this.tenancy.models(tenantId);
-
-    const storedAccounts = await Account.query().whereIn('id', accountsIds);
-    const storedAccountsIds = storedAccounts.map((a) => a.id);
-
-    if (difference(accountsIds, storedAccountsIds).length > 0) {
-      throw new ServiceError(ERRORS.ACCOUNTS_NOT_FOUND);
-    }
-  }
-
   /**
    * Retrieve general ledger report statement.
    * @param {number} tenantId
    * @param {IGeneralLedgerSheetQuery} query
-   * @return {IGeneralLedgerStatement}
+   * @return {Promise<IGeneralLedgerStatement>}
    */
-  async generalLedger(
+  public async generalLedger(
     tenantId: number,
     query: IGeneralLedgerSheetQuery
   ): Promise<{
@@ -70,60 +46,24 @@ export class GeneralLedgerService {
     query: IGeneralLedgerSheetQuery;
     meta: IGeneralLedgerMeta;
   }> {
-    const { accountRepository, transactionsRepository, contactRepository } =
-      this.tenancy.repositories(tenantId);
-
+    const repositories = this.tenancy.repositories(tenantId);
     const i18n = this.tenancy.i18n(tenantId);
 
-    const tenant = await Tenant.query()
-      .findById(tenantId)
-      .withGraphFetched('metadata');
-
     const filter = {
       ...this.defaultQuery,
       ...query,
     };
-    // Retrieve all accounts with associated type from the storage.
-    const accounts = await accountRepository.all();
-    const accountsGraph = await accountRepository.getDependencyGraph();
-
-    // Retrieve all contacts on the storage.
-    const contacts = await contactRepository.all();
-    const contactsByIdMap = transformToMap(contacts, 'id');
-
-    // Retreive journal transactions from/to the given date.
-    const transactions = await transactionsRepository.journal({
-      fromDate: filter.fromDate,
-      toDate: filter.toDate,
-      branchesIds: filter.branchesIds,
-    });
-    // Retreive opening balance credit/debit sumation.
-    const openingBalanceTrans = await transactionsRepository.journal({
-      toDate: moment(filter.fromDate).subtract(1, 'day'),
-      sumationCreditDebit: true,
-      branchesIds: filter.branchesIds,
-    });
-    // Transform array transactions to journal collection.
-    const transactionsJournal = Journal.fromTransactions(
-      transactions,
-      tenantId,
-      accountsGraph
-    );
-    // Accounts opening transactions.
-    const openingTransJournal = Journal.fromTransactions(
-      openingBalanceTrans,
-      tenantId,
-      accountsGraph
+    const genealLedgerRepository = new GeneralLedgerRepository(
+      repositories,
+      query,
+      tenantId
     );
+    await genealLedgerRepository.asyncInitialize();
+
     // General ledger report instance.
     const generalLedgerInstance = new GeneralLedgerSheet(
-      tenantId,
       filter,
-      accounts,
-      contactsByIdMap,
-      transactionsJournal,
-      openingTransJournal,
-      tenant.metadata.baseCurrency,
+      genealLedgerRepository,
       i18n
     );
     // Retrieve general ledger report data.

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerTable.ts

@@ -83,8 +83,8 @@ export class GeneralLedgerTable extends R.compose(
    */
   private openingBalanceColumnsAccessors(): IColumnMapperMeta[] {
     return [
-      { key: 'date', value: this.meta.fromDate },
-      { key: 'account_name', value: 'Opening Balance' },
+      { key: 'date', value: 'Opening Balance' },
+      { key: 'account_name', value: '' },
       { key: 'reference_type', accessor: '_empty_' },
       { key: 'reference_number', accessor: '_empty_' },
       { key: 'description', accessor: 'description' },
@@ -97,12 +97,15 @@ export class GeneralLedgerTable extends R.compose(
 
   /**
    * Closing balance row column accessors.
+   * @param {IGeneralLedgerSheetAccount} account -
    * @returns {ITableColumnAccessor[]}
    */
-  private closingBalanceColumnAccessors(): IColumnMapperMeta[] {
+  private closingBalanceColumnAccessors(
+    account: IGeneralLedgerSheetAccount
+  ): IColumnMapperMeta[] {
     return [
-      { key: 'date', value: this.meta.toDate },
-      { key: 'account_name', value: 'Closing Balance' },
+      { key: 'date', value: `Closing balance for ${account.name}` },
+      { key: 'account_name', value: `` },
       { key: 'reference_type', accessor: '_empty_' },
       { key: 'reference_number', accessor: '_empty_' },
       { key: 'description', accessor: '_empty_' },
@@ -113,6 +116,36 @@ export class GeneralLedgerTable extends R.compose(
     ];
   }
 
+  /**
+   * Closing balance row column accessors.
+   * @param {IGeneralLedgerSheetAccount} account -
+   * @returns {ITableColumnAccessor[]}
+   */
+  private closingBalanceWithSubaccountsColumnAccessors(
+    account: IGeneralLedgerSheetAccount
+  ): IColumnMapperMeta[] {
+    return [
+      {
+        key: 'date',
+        value: `Closing Balance for ${account.name} with sub-accounts`,
+      },
+      {
+        key: 'account_name',
+        value: ``,
+      },
+      { key: 'reference_type', accessor: '_empty_' },
+      { key: 'reference_number', accessor: '_empty_' },
+      { key: 'description', accessor: '_empty_' },
+      { key: 'credit', accessor: '_empty_' },
+      { key: 'debit', accessor: '_empty_' },
+      { key: 'amount', accessor: 'closingBalanceSubaccounts.formattedAmount' },
+      {
+        key: 'running_balance',
+        accessor: 'closingBalanceSubaccounts.formattedAmount',
+      },
+    ];
+  }
+
   /**
    * Retrieves the common table columns.
    * @returns {ITableColumn[]}
@@ -184,7 +217,22 @@ export class GeneralLedgerTable extends R.compose(
    * @returns {ITableRow}
    */
   private closingBalanceMapper = (account: IGeneralLedgerSheetAccount) => {
-    const columns = this.closingBalanceColumnAccessors();
+    const columns = this.closingBalanceColumnAccessors(account);
+    const meta = {
+      rowTypes: [ROW_TYPE.CLOSING_BALANCE],
+    };
+    return tableRowMapper(account, columns, meta);
+  };
+
+  /**
+   * Maps the given account node to opening balance table row.
+   * @param {IGeneralLedgerSheetAccount} account
+   * @returns {ITableRow}
+   */
+  private closingBalanceWithSubaccountsMapper = (
+    account: IGeneralLedgerSheetAccount
+  ): ITableRow => {
+    const columns = this.closingBalanceWithSubaccountsColumnAccessors(account);
     const meta = {
       rowTypes: [ROW_TYPE.CLOSING_BALANCE],
     };
@@ -221,8 +269,27 @@ export class GeneralLedgerTable extends R.compose(
       rowTypes: [ROW_TYPE.ACCOUNT],
     };
     const row = tableRowMapper(account, columns, meta);
+    const closingBalanceWithSubaccounts =
+      this.closingBalanceWithSubaccountsMapper(account);
 
-    return R.assoc('children', transactions)(row);
+    // Appends the closing balance with sub-accounts row if the account
+    // has children accounts and the node is define.
+    const isAppendClosingSubaccounts = () =>
+      account.children?.length > 0 && !!account.closingBalanceSubaccounts;
+
+    const children = R.compose(
+      R.when(
+        isAppendClosingSubaccounts,
+        R.append(closingBalanceWithSubaccounts)
+      ),
+      R.concat(R.defaultTo([], transactions)),
+      R.when(
+        () => account?.children?.length > 0,
+        R.concat(R.defaultTo([], account.children))
+      )
+    )([]);
+
+    return R.assoc('children', children)(row);
   };
 
   /**
@@ -233,7 +300,7 @@ export class GeneralLedgerTable extends R.compose(
   private accountsMapper = (
     accounts: IGeneralLedgerSheetAccount[]
   ): ITableRow[] => {
-    return this.mapNodesDeep(accounts, this.accountMapper);
+    return this.mapNodesDeepReverse(accounts, this.accountMapper);
   };
 
   /**
@@ -250,7 +317,6 @@ export class GeneralLedgerTable extends R.compose(
    */
   public tableColumns(): ITableColumn[] {
     const columns = this.commonColumns();
-
     return R.compose(this.tableColumnsCellIndexing)(columns);
   }
 }

packages/server/src/services/FinancialStatements/GeneralLedger/_utils.ts

@@ -0,0 +1,13 @@
+/**
+ * Calculate the running balance.
+ * @param {number} amount - Transaction amount.
+ * @param {number} lastRunningBalance - Last running balance.
+ * @param {number} openingBalance - Opening balance.
+ * @return {number} Running balance.
+ */
+export function calculateRunningBalance(
+  amount: number,
+  lastRunningBalance: number
+): number {
+  return amount + lastRunningBalance;
+}

packages/server/src/services/FinancialStatements/JournalSheet/JournalSheetTable.ts

@@ -50,8 +50,8 @@ export class JournalSheetTable extends R.compose(
       { key: 'description', accessor: 'entry.note' },
       { key: 'account_code', accessor: 'entry.accountCode' },
       { key: 'account_name', accessor: 'entry.accountName' },
-      { key: 'credit', accessor: 'entry.formattedCredit' },
       { key: 'debit', accessor: 'entry.formattedDebit' },
+      { key: 'credit', accessor: 'entry.formattedCredit' },
     ];
   };
 
@@ -67,8 +67,8 @@ export class JournalSheetTable extends R.compose(
       { key: 'description', accessor: 'note' },
       { key: 'account_code', accessor: 'accountCode' },
       { key: 'account_name', accessor: 'accountName' },
-      { key: 'credit', accessor: 'formattedCredit' },
       { key: 'debit', accessor: 'formattedDebit' },
+      { key: 'credit', accessor: 'formattedCredit' },
     ];
   };
 
@@ -84,8 +84,8 @@ export class JournalSheetTable extends R.compose(
       { key: 'description', accessor: '_empty_' },
       { key: 'account_code', accessor: '_empty_' },
       { key: 'account_name', accessor: '_empty_' },
-      { key: 'credit', accessor: 'formattedCredit' },
       { key: 'debit', accessor: 'formattedDebit' },
+      { key: 'credit', accessor: 'formattedCredit' },
     ];
   };
 
@@ -101,8 +101,8 @@ export class JournalSheetTable extends R.compose(
       { key: 'description', value: '' },
       { key: 'account_code', value: '' },
       { key: 'account_name', value: '' },
-      { key: 'credit', value: '' },
       { key: 'debit', value: '' },
+      { key: 'credit', value: '' },
     ];
   };
 
@@ -118,8 +118,8 @@ export class JournalSheetTable extends R.compose(
       { key: 'description', label: 'Description' },
       { key: 'account_code', label: 'Acc. Code' },
       { key: 'account_name', label: 'Account' },
-      { key: 'credit', label: 'Credit' },
       { key: 'debit', label: 'Debit' },
+      { key: 'credit', label: 'Credit' },
     ];
   }
 

packages/server/src/services/FinancialStatements/ProfitLossSheet/ProfitLossSheet.ts

@@ -24,6 +24,7 @@ import { ProfitLossSheetPreviousYear } from './ProfitLossSheetPreviousYear';
 import { ProfitLossSheetPreviousPeriod } from './ProfitLossSheetPreviousPeriod';
 import { FinancialDateRanges } from '../FinancialDateRanges';
 import { ProfitLossSheetFilter } from './ProfitLossSheetFilter';
+import { flatToNestedArray } from '@/utils';
 
 export default class ProfitLossSheet extends R.compose(
   ProfitLossSheetPreviousYear,
@@ -82,14 +83,22 @@ export default class ProfitLossSheet extends R.compose(
 
   /**
    * Retrieve the sheet account node from the given account.
-   * @param   {IAccount} account
+   * @param {IAccount} account
    * @returns {IProfitLossSheetAccountNode}
    */
   private accountNodeMapper = (
     account: IAccount
   ): IProfitLossSheetAccountNode => {
+    // Retrieves the children account ids of the given account id.
+    const childrenAccountIds = this.repository.accountsGraph.dependenciesOf(
+      account.id
+    );
+    // Concat the children and the given account id.
+    const accountIds = R.uniq(R.append(account.id, childrenAccountIds));
+
+    // Retrieves the closing balance of the account included children accounts.
     const total = this.repository.totalAccountsLedger
-      .whereAccountId(account.id)
+      .whereAccountsIds(accountIds)
       .getClosingBalance();
 
     return {
@@ -126,18 +135,19 @@ export default class ProfitLossSheet extends R.compose(
   };
 
   /**
-   * Retrieve report accounts nodes by the given accounts types.
-   * @param   {string[]} types
+   * Retrieves report accounts nodes by the given accounts types.
+   * @param {string[]} types
    * @returns {IBalanceSheetAccountNode}
    */
   private getAccountsNodesByTypes = (
     types: string[]
   ): IProfitLossSheetAccountNode[] => {
-    return R.compose(
-      R.map(this.accountNodeCompose),
-      R.flatten,
-      R.map(this.repository.getAccountsByType)
-    )(types);
+    const accounts = this.repository.getAccountsByType(types);
+    const accountsTree = flatToNestedArray(accounts, {
+      id: 'id',
+      parentId: 'parentAccountId',
+    });
+    return this.mapNodesDeep(accountsTree, this.accountNodeCompose);
   };
 
   /**

packages/server/src/services/FinancialStatements/ProfitLossSheet/ProfitLossSheetRepository.ts

@@ -1,4 +1,4 @@
-import { defaultTo } from 'lodash';
+import { castArray, defaultTo } from 'lodash';
 import * as R from 'ramda';
 import { Knex } from 'knex';
 import { isEmpty } from 'lodash';
@@ -31,6 +31,11 @@ export class ProfitLossSheetRepository extends R.compose(FinancialDatePeriods)(
    */
   public accounts: IAccount[];
 
+  /**
+   *
+   */
+  public accountsGraph: any;
+
   /**
    * Transactions group type.
    * @param {IAccountTransactionsGroupBy}
@@ -135,6 +140,8 @@ export class ProfitLossSheetRepository extends R.compose(FinancialDatePeriods)(
    */
   public asyncInitialize = async () => {
     await this.initAccounts();
+    await this.initAccountsGraph();
+
     await this.initAccountsTotalLedger();
 
     // Date Periods.
@@ -177,6 +184,15 @@ export class ProfitLossSheetRepository extends R.compose(FinancialDatePeriods)(
     this.accountsByType = transformToMapBy(accounts, 'accountType');
   };
 
+  /**
+   * Initialize accounts graph.
+   */
+  private initAccountsGraph = async () => {
+    const { Account } = this.models;
+
+    this.accountsGraph = Account.toDependencyGraph(this.accounts);
+  };
+
   // ----------------------------
   // # Closing Total.
   // ----------------------------
@@ -337,7 +353,18 @@ export class ProfitLossSheetRepository extends R.compose(FinancialDatePeriods)(
     return Account.query();
   };
 
-  public getAccountsByType = (type: string) => {
-    return defaultTo(this.accountsByType.get(type), []);
+  /**
+   * 
+   * @param type 
+   * @returns 
+   */
+  public getAccountsByType = (type: string[] | string) => {
+    return R.compose(
+      R.flatten,
+      R.map((accountType) =>
+        R.defaultTo([], this.accountsByType.get(accountType))
+      ),
+      castArray
+    )(type);
   };
 }

packages/server/src/services/InviteUsers/SyncSystemSendInvite.ts

@@ -46,6 +46,9 @@ export default class SyncSystemSendInvite {
       email: user.email,
       active: user.active,
       tenantId,
+
+      // Email should be verified since the user got the invite token through email.
+      verified: true,
     });
     // Creates a invite user token.
     const invite = await Invite.query().insert({

packages/server/src/services/ManualJournals/ManualJournalTransformer.ts

@@ -13,6 +13,7 @@ export class ManualJournalTransfromer extends Transformer {
       'formattedAmount',
       'formattedDate',
       'formattedPublishedAt',
+      'formattedCreatedAt',
       'attachments',
     ];
   };
@@ -37,6 +38,15 @@ export class ManualJournalTransfromer extends Transformer {
     return this.formatDate(manualJorunal.date);
   };
 
+  /**
+   * Retrieve formatted created at date.
+   * @param {IManualJournal} manualJournal
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (manualJorunal: IManualJournal): string => {
+    return this.formatDate(manualJorunal.createdAt);
+  };
+
   /**
    * Retrieve formatted published at date.
    * @param {IManualJournal} manualJournal

packages/server/src/services/Organization/OrganizationService.ts

@@ -207,7 +207,7 @@ export default class OrganizationService {
   ): IOrganizationBuildDTO {
     return {
       ...buildDTO,
-      dateFormat: defaultTo(buildDTO.dateFormat, 'DD/MM/yyyy'),
+      dateFormat: defaultTo(buildDTO.dateFormat, 'DD MMM yyyy'),
     };
   }
 

packages/server/src/services/Purchases/BillPayments/BillPaymentEntryTransformer.ts

@@ -1,5 +1,6 @@
 import { Transformer } from '@/lib/Transformer/Transformer';
 import { formatNumber } from '@/utils';
+import { PurchaseInvoiceTransformer } from '../Bills/PurchaseInvoiceTransformer';
 
 export class BillPaymentEntryTransformer extends Transformer {
   /**
@@ -7,7 +8,14 @@ export class BillPaymentEntryTransformer extends Transformer {
    * @returns {Array}
    */
   public includeAttributes = (): string[] => {
-    return ['paymentAmountFormatted'];
+    return ['paymentAmountFormatted', 'bill'];
+  };
+
+  /**
+   * Retreives the
+   */
+  protected bill = (entry) => {
+    return this.item(entry.bill, new PurchaseInvoiceTransformer());
   };
 
   /**

packages/server/src/services/Purchases/BillPayments/BillPaymentTransformer.ts

@@ -12,6 +12,7 @@ export class BillPaymentTransformer extends Transformer {
   public includeAttributes = (): string[] => {
     return [
       'formattedPaymentDate',
+      'formattedCreatedAt',
       'formattedAmount',
       'entries',
       'attachments',
@@ -27,6 +28,15 @@ export class BillPaymentTransformer extends Transformer {
     return this.formatDate(billPayment.paymentDate);
   };
 
+  /**
+   * Retrieve formatted created at date.
+   * @param {IBillPayment} billPayment 
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (billPayment: IBillPayment): string => {
+    return this.formatDate(billPayment.createdAt);
+  }
+
   /**
    * Retrieve formatted bill amount.
    * @param {IBill} invoice

packages/server/src/services/Purchases/Bills/PurchaseInvoiceTransformer.ts

@@ -14,6 +14,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
     return [
       'formattedBillDate',
       'formattedDueDate',
+      'formattedCreatedAt',
       'formattedAmount',
       'formattedPaymentAmount',
       'formattedBalance',
@@ -57,6 +58,15 @@ export class PurchaseInvoiceTransformer extends Transformer {
     return this.formatDate(bill.dueDate);
   };
 
+  /**
+   * Retrieve the formatted created at date.
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (bill: IBill): string => {
+    return this.formatDate(bill.createdAt);
+  };
+
   /**
    * Retrieve formatted bill amount.
    * @param {IBill} bill

packages/server/src/services/Purchases/VendorCredits/VendorCreditTransformer.ts

@@ -14,6 +14,7 @@ export class VendorCreditTransformer extends Transformer {
       'formattedAmount',
       'formattedSubtotal',
       'formattedVendorCreditDate',
+      'formattedCreatedAt',
       'formattedCreditsRemaining',
       'formattedInvoicedAmount',
       'entries',
@@ -30,6 +31,15 @@ export class VendorCreditTransformer extends Transformer {
     return this.formatDate(vendorCredit.vendorCreditDate);
   };
 
+  /**
+   * Retireve formatted created at date.
+   * @param vendorCredit 
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (vendorCredit): string => {
+    return this.formatDate(vendorCredit.createdAt);
+  };
+
   /**
    * Retrieve formatted vendor credit amount.
    * @param {IVendorCredit} credit

packages/server/src/services/Resource/ResourceService.ts

@@ -108,17 +108,28 @@ export default class ResourceService {
     const $hasFields = (field) =>
       'undefined' !== typeof field.fields ? field : undefined;
 
-    const $hasColumns = (column) =>
+    const $ColumnHasColumns = (column) =>
       'undefined' !== typeof column.columns ? column : undefined;
 
+    const $hasColumns = (columns) =>
+      'undefined' !== typeof columns ? columns : undefined;
+
     const naviagations = [
       ['fields', qim.$each, 'name'],
       ['fields', qim.$each, $enumerationType, 'options', qim.$each, 'label'],
       ['fields2', qim.$each, 'name'],
       ['fields2', qim.$each, $enumerationType, 'options', qim.$each, 'label'],
       ['fields2', qim.$each, $hasFields, 'fields', qim.$each, 'name'],
-      ['columns', qim.$each, 'name'],
-      ['columns', qim.$each, $hasColumns, 'columns', qim.$each, 'name'],
+      ['columns', $hasColumns, qim.$each, 'name'],
+      [
+        'columns',
+        $hasColumns,
+        qim.$each,
+        $ColumnHasColumns,
+        'columns',
+        qim.$each,
+        'name',
+      ],
     ];
     return this.i18nService.i18nApply(naviagations, meta, tenantId);
   }

packages/server/src/services/Sales/Estimates/SaleEstimateTransformer.ts

@@ -18,6 +18,7 @@ export class SaleEstimateTransfromer extends Transformer {
       'formattedDeliveredAtDate',
       'formattedApprovedAtDate',
       'formattedRejectedAtDate',
+      'formattedCreatedAt',
       'entries',
       'attachments',
     ];
@@ -41,6 +42,15 @@ export class SaleEstimateTransfromer extends Transformer {
     return this.formatDate(estimate.expirationDate);
   };
 
+  /**
+   * Retrieves the formatted estimate created at.
+   * @param {ISaleEstimate} estimate -
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (estimate: ISaleEstimate): string => {
+    return this.formatDate(estimate.createdAt);
+  };
+
   /**
    * Retrieve formatted estimate date.
    * @param {ISaleEstimate} invoice

packages/server/src/services/Sales/Invoices/SaleInvoiceTransformer.ts

@@ -13,6 +13,7 @@ export class SaleInvoiceTransformer extends Transformer {
     return [
       'invoiceDateFormatted',
       'dueDateFormatted',
+      'createdAtFormatted',
       'dueAmountFormatted',
       'paymentAmountFormatted',
       'balanceAmountFormatted',
@@ -48,6 +49,15 @@ export class SaleInvoiceTransformer extends Transformer {
     return this.formatDate(invoice.dueDate);
   };
 
+  /**
+   * Retrieve the formatted created at date.
+   * @param invoice
+   * @returns {string}
+   */
+  protected createdAtFormatted = (invoice): string => {
+    return this.formatDate(invoice.createdAt);
+  };
+
   /**
    * Retrieve formatted invoice due amount.
    * @param {ISaleInvoice} invoice

packages/server/src/services/Sales/PaymentReceives/EditPaymentReceive.ts

@@ -146,6 +146,7 @@ export class EditPaymentReceive {
         paymentReceiveId,
         paymentReceive,
         oldPaymentReceive,
+        paymentReceiveDTO,
         authorizedUser,
         trx,
       } as IPaymentReceiveEditedPayload);

packages/server/src/services/Sales/PaymentReceives/PaymentReceiveTransformer.ts

@@ -12,6 +12,7 @@ export class PaymentReceiveTransfromer extends Transformer {
     return [
       'subtotalFormatted',
       'formattedPaymentDate',
+      'formattedCreatedAt',
       'formattedAmount',
       'formattedExchangeRate',
       'entries',
@@ -27,9 +28,18 @@ export class PaymentReceiveTransfromer extends Transformer {
     return this.formatDate(payment.paymentDate);
   };
 
+  /**
+   * Retrieves the formatted created at date.
+   * @param {IPaymentReceive} payment
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (payment: IPaymentReceive): string => {
+    return this.formatDate(payment.createdAt);
+  };
+
   /**
    * Retrieve the formatted payment subtotal.
-   * @param {IPaymentReceive} payment 
+   * @param {IPaymentReceive} payment
    * @returns {string}
    */
   protected subtotalFormatted = (payment: IPaymentReceive): string => {

packages/server/src/services/Sales/Receipts/SaleReceiptTransformer.ts

@@ -17,6 +17,7 @@ export class SaleReceiptTransformer extends Transformer {
       'formattedAmount',
       'formattedReceiptDate',
       'formattedClosedAtDate',
+      'formattedCreatedAt',
       'entries',
       'attachments',
     ];
@@ -40,6 +41,15 @@ export class SaleReceiptTransformer extends Transformer {
     return this.formatDate(receipt.closedAt);
   };
 
+  /**
+   * Retrieve formatted receipt created at date.
+   * @param receipt 
+   * @returns {string}
+   */
+  protected formattedCreatedAt = (receipt: ISaleReceipt): string => {
+    return this.formatDate(receipt.createdAt);
+  };
+
   /**
    * Retrieves the estimate formatted subtotal.
    * @param {ISaleReceipt} receipt

packages/server/src/system/models/SystemUser.ts

@@ -90,6 +90,20 @@ export default class SystemUser extends SystemModel {
     };
   }
 
+  /**
+   * Model modifiers.
+   */
+  static get modifiers() {
+    return {
+      /**
+       * Filters the invite accepted users.
+       */
+      inviteAccepted(query) {
+        query.whereNotNull('invite_accepted_at');
+      },
+    };
+  }
+
   /**
    * Verify the password of the user.
    * @param  {String} password - The given password.

packages/webapp/src/components/Branches/BranchSuggestField_.tsx

@@ -0,0 +1,18 @@
+// @ts-nocheck
+import { FSuggest } from '../Forms';
+
+interface BranchSuggestFieldProps {
+  items: any[];
+}
+
+export function BranchSuggestField({ ...props }: BranchSuggestFieldProps) {
+  return (
+    <FSuggest
+      valueAccessor={'id'}
+      labelAccessor={'code'}
+      textAccessor={'name'}
+      inputProps={{ placeholder: 'Select a branch' }}
+      {...props}
+    />
+  );
+}

packages/webapp/src/components/DrawersContainer.tsx

@@ -21,9 +21,9 @@ import RefundCreditNoteDetailDrawer from '@/containers/Drawers/RefundCreditNoteD
 import RefundVendorCreditDetailDrawer from '@/containers/Drawers/RefundVendorCreditDetailDrawer';
 import WarehouseTransferDetailDrawer from '@/containers/Drawers/WarehouseTransferDetailDrawer';
 import TaxRateDetailsDrawer from '@/containers/TaxRates/drawers/TaxRateDetailsDrawer/TaxRateDetailsDrawer';
+import CategorizeTransactionDrawer from '@/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionDrawer';
 
 import { DRAWERS } from '@/constants/drawers';
-import CategorizeTransactionDrawer from '@/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionDrawer';
 
 /**
  * Drawers container of the dashboard.

packages/webapp/src/containers/Accounting/JournalsLanding/utils.tsx

@@ -16,8 +16,7 @@ export const useManualJournalsColumns = () => {
       {
         id: 'date',
         Header: intl.get('date'),
-        accessor: 'date',
-        Cell: FormatDateCell,
+        accessor: 'formatted_date',
         width: 115,
         className: 'date',
         clickable: true,
@@ -66,8 +65,7 @@ export const useManualJournalsColumns = () => {
       {
         id: 'created_at',
         Header: intl.get('created_at'),
-        accessor: 'created_at',
-        Cell: FormatDateCell,
+        accessor: 'formatted_created_at',
         width: 125,
         clickable: true,
       },

packages/webapp/src/containers/Accounting/MakeJournal/MakeJournalFormFloatingActions.tsx

@@ -13,7 +13,7 @@ import {
 import { useHistory } from 'react-router-dom';
 import { useFormikContext } from 'formik';
 import classNames from 'classnames';
-import { Icon, If, FormattedMessage as T } from '@/components';
+import { Group, Icon, If, FormattedMessage as T } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import { useMakeJournalFormContext } from './MakeJournalProvider';
 
@@ -76,7 +76,10 @@ export default function MakeJournalFloatingAction() {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Publish ----------- */}
       <If condition={!manualJournal || !manualJournal?.is_published}>
         <ButtonGroup>
@@ -188,6 +191,6 @@ export default function MakeJournalFloatingAction() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Accounting/MakeJournal/components.tsx

@@ -111,16 +111,16 @@ export const useJournalTableEntriesColumns = () => {
         fieldProps: { allowCreate: true },
       },
       {
-        Header: CreditHeaderCell,
-        accessor: 'credit',
+        Header: DebitHeaderCell,
+        accessor: 'debit',
         Cell: MoneyFieldCell,
         disableSortBy: true,
         width: 100,
         align: Align.Right,
       },
       {
-        Header: DebitHeaderCell,
-        accessor: 'debit',
+        Header: CreditHeaderCell,
+        accessor: 'credit',
         Cell: MoneyFieldCell,
         disableSortBy: true,
         width: 100,

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionBoot.tsx

@@ -1,5 +1,6 @@
 // @ts-nocheck
-import React from 'react';
+import React, { useMemo } from 'react';
+import { first } from 'lodash';
 import { DrawerHeaderContent, DrawerLoading } from '@/components';
 import { DRAWERS } from '@/constants/drawers';
 import {
@@ -34,6 +35,12 @@ function CategorizeTransactionBoot({ uncategorizedTransactionId, ...props }) {
     isLoading: isUncategorizedTransactionLoading,
   } = useUncategorizedTransaction(uncategorizedTransactionId);
 
+  // Retrieves the primary branch.
+  const primaryBranch = useMemo(
+    () => branches?.find((b) => b.primary) || first(branches),
+    [branches],
+  );
+
   const provider = {
     uncategorizedTransactionId,
     uncategorizedTransaction,
@@ -42,6 +49,7 @@ function CategorizeTransactionBoot({ uncategorizedTransactionId, ...props }) {
     accounts,
     isBranchesLoading,
     isAccountsLoading,
+    primaryBranch,
   };
   const isLoading =
     isBranchesLoading || isUncategorizedTransactionLoading || isAccountsLoading;

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionBranchField.tsx

@@ -0,0 +1,22 @@
+// @ts-nocheck
+import { FFormGroup, FeatureCan } from '@/components';
+import { useCategorizeTransactionBoot } from './CategorizeTransactionBoot';
+import { Features } from '@/constants';
+import { BranchSuggestField } from '@/components/Branches/BranchSuggestField_';
+
+export function CategorizeTransactionBranchField() {
+  const { branches } = useCategorizeTransactionBoot();
+
+  return (
+    <FFormGroup name={'branchId'} label={'Branch'} fastField inline>
+      <FeatureCan feature={Features.Branches}>
+        <BranchSuggestField
+          name={'branchId'}
+          items={branches}
+          popoverProps={{ minimal: true }}
+          fill
+        />
+      </FeatureCan>
+    </FFormGroup>
+  );
+}

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionForm.tsx

@@ -24,8 +24,11 @@ function CategorizeTransactionFormRoot({
   // #withDrawerActions
   closeDrawer,
 }) {
-  const { uncategorizedTransactionId, uncategorizedTransaction } =
-    useCategorizeTransactionBoot();
+  const {
+    uncategorizedTransactionId,
+    uncategorizedTransaction,
+    primaryBranch,
+  } = useCategorizeTransactionBoot();
   const { mutateAsync: categorizeTransaction } = useCategorizeTransaction();
 
   // Callbacks handles form submit.
@@ -37,18 +40,28 @@ function CategorizeTransactionFormRoot({
       .then(() => {
         setSubmitting(false);
         closeDrawer(DRAWERS.CATEGORIZE_TRANSACTION);
-        
+
         AppToaster.show({
           message: 'The uncategorized transaction has been categorized.',
           intent: Intent.SUCCESS,
         });
       })
-      .catch(() => {
+      .catch((err) => {
         setSubmitting(false);
-        AppToaster.show({
-          message: 'Something went wrong!',
-          intent: Intent.DANGER,
-        });
+        if (
+          err.response.data?.errors?.some(
+            (e) => e.type === 'BRANCH_ID_REQUIRED',
+          )
+        ) {
+          setErrors({
+            branchId: 'The branch is required.',
+          });
+        } else {
+          AppToaster.show({
+            message: 'Something went wrong!',
+            intent: Intent.DANGER,
+          });
+        }
       });
   };
   // Form initial values in create and edit mode.
@@ -60,6 +73,9 @@ function CategorizeTransactionFormRoot({
      * as well.
      */
     ...transformToCategorizeForm(uncategorizedTransaction),
+
+    /** Assign the primary branch id as default value. */
+    branchId: primaryBranch?.id || null,
   };
 
   return (

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionOtherIncome.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOtherIncome() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOtherIncome() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionOwnerContribution.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOwnerContribution() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -63,6 +64,8 @@ export default function CategorizeTransactionOwnerContribution() {
       <FFormGroup name={'description'} label={'Description'} fastField inline>
         <FTextArea name={'description'} growVertically large fill />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionTransferFrom.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionTransferFrom() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -47,7 +48,7 @@ export default function CategorizeTransactionTransferFrom() {
         inline
       >
         <AccountsSelect
-          name={'to_account_id'}
+          name={'creditAccountId'}
           items={accounts}
           filterByRootTypes={['asset']}
           fastField
@@ -68,6 +69,8 @@ export default function CategorizeTransactionTransferFrom() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionOtherExpense.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOtherExpense() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOtherExpense() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionOwnerDrawings.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOwnerDrawings() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOwnerDrawings() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionToAccount.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionToAccount() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -49,7 +50,7 @@ export default function CategorizeTransactionToAccount() {
         <AccountsSelect
           name={'creditAccountId'}
           items={accounts}
-          filterByRootTypes={['assset']}
+          filterByRootTypes={['asset']}
           fastField
           fill
           allowCreate
@@ -68,6 +69,8 @@ export default function CategorizeTransactionToAccount() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/_utils.ts

@@ -11,6 +11,7 @@ export const defaultInitialValues = {
   transactionType: '',
   referenceNo: '',
   description: '',
+  branchId: '',
 };
 
 export const transformToCategorizeForm = (uncategorizedTransaction) => {

packages/webapp/src/containers/Customers/CustomerForm/CustomerFloatingActions.tsx

@@ -13,12 +13,11 @@ import {
 } from '@blueprintjs/core';
 import classNames from 'classnames';
 import { useFormikContext } from 'formik';
-import { Icon, FormattedMessage as T } from '@/components';
+import { Group, Icon, FormattedMessage as T } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import { useCustomerFormContext } from './CustomerFormProvider';
 import { safeInvoke } from '@/utils';
 
-
 /**
  * Customer floating actions bar.
  */
@@ -51,7 +50,10 @@ export default function CustomerFloatingActions({ onCancel }) {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       <ButtonGroup>
         {/* ----------- Save and New ----------- */}
         <SaveButton
@@ -96,7 +98,7 @@ export default function CustomerFloatingActions({ onCancel }) {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }
 

packages/webapp/src/containers/Drawers/AccountDrawer/utils.tsx

@@ -26,6 +26,14 @@ export const useAccountReadEntriesColumns = () => {
         width: 100,
         textOverview: true,
       },
+      {
+        Header: intl.get('debit'),
+        accessor: isFCYCurrencyType ? 'formatted_fc_debit' : 'formatted_debit',
+        width: 80,
+        className: 'debit',
+        align: 'right',
+        textOverview: true,
+      },
       {
         Header: intl.get('credit'),
         accessor: isFCYCurrencyType
@@ -36,14 +44,6 @@ export const useAccountReadEntriesColumns = () => {
         align: 'right',
         textOverview: true,
       },
-      {
-        Header: intl.get('debit'),
-        accessor: isFCYCurrencyType ? 'formatted_fc_debit' : 'formatted_debit',
-        width: 80,
-        className: 'debit',
-        align: 'right',
-        textOverview: true,
-      },
     ],
     [isFCYCurrencyType],
   );

packages/webapp/src/containers/Drawers/BillDrawer/BillDetailHeader.tsx

@@ -41,19 +41,23 @@ export default function BillDetailHeader() {
         <Col xs={6}>
           <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
             <DetailItem label={intl.get('bill_date')}>
-              <FormatDate value={bill.bill_date} />
+              {bill.formatted_bill_date}
             </DetailItem>
+
             <DetailItem label={intl.get('due_date')}>
-              <FormatDate value={bill.due_date} />
+              {bill.formatted_due_date}
             </DetailItem>
+
             <DetailItem label={intl.get('vendor_name')}>
               <VendorDrawerLink vendorId={bill.vendor_id}>
                 {bill.vendor?.display_name}
               </VendorDrawerLink>
             </DetailItem>
+
             <DetailItem label={intl.get('bill.details.bill_number')}>
               {defaultTo(bill.bill_number, '-')}
             </DetailItem>
+
             <ExchangeRateDetailItem
               exchangeRate={bill?.exchange_rate}
               toCurrency={bill?.currency_code}
@@ -75,7 +79,7 @@ export default function BillDetailHeader() {
             />
             <DetailItem
               label={intl.get('bill.details.created_at')}
-              children={<FormatDate value={bill.created_at} />}
+              children={bill.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/CashflowTransactionDetailDrawer/CashflowTransactionDrawerHeader.tsx

@@ -46,7 +46,7 @@ export default function CashflowTransactionDrawerHeader() {
             </DetailItem>
 
             <DetailItem label={<T id={'date'} />}>
-              <FormatDate value={cashflowTransaction.date} />
+              {cashflowTransaction.formatted_date}
             </DetailItem>
 
             <DetailItem name={'reference-no'} label={<T id={'reference_no'} />}>

packages/webapp/src/containers/Drawers/CreditNoteDetailDrawer/CreditNoteDetailHeader.tsx

@@ -5,13 +5,11 @@ import styled from 'styled-components';
 import { defaultTo } from 'lodash';
 
 import {
-  FormatDate,
   T,
   Row,
   Col,
   DetailsMenu,
   DetailItem,
-  ButtonLink,
   CommercialDocHeader,
   CommercialDocTopHeader,
   CustomerDrawerLink,
@@ -47,7 +45,7 @@ export default function CreditNoteDetailHeader() {
             <DetailItem
               label={intl.get('credit_note.drawer.label_credit_note_date')}
             >
-              <FormatDate value={creditNote.formatted_credit_note_date} />
+              {creditNote.formatted_credit_note_date}
             </DetailItem>
 
             <DetailItem
@@ -85,7 +83,7 @@ export default function CreditNoteDetailHeader() {
             />
             <DetailItem
               label={<T id={'credit_note.drawer.label_created_at'} />}
-              children={<FormatDate value={creditNote.created_at} />}
+              children={creditNote.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/EstimateDetailDrawer/EstimateDetailHeader.tsx

@@ -81,7 +81,7 @@ export default function EstimateDetailHeader() {
             />
             <DetailItem
               label={<T id={'estimate.details.created_at'} />}
-              children={<FormatDate value={estimate.created_at} />}
+              children={estimate.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/ExpenseDrawer/ExpenseDrawerHeader.tsx

@@ -1,6 +1,5 @@
 // @ts-nocheck
 import React from 'react';
-import moment from 'moment';
 import styled from 'styled-components';
 import { defaultTo } from 'lodash';
 
@@ -42,7 +41,7 @@ export default function ExpenseDrawerHeader() {
         <Col xs={6}>
           <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
             <DetailItem name={'date'} label={<T id={'date'} />}>
-              {moment(expense.payment_date).format('YYYY MMM DD')}
+              {expense.formatted_payment_date}
             </DetailItem>
 
             <DetailItem name={'reference'} label={<T id={'reference_no'} />}>
@@ -66,11 +65,11 @@ export default function ExpenseDrawerHeader() {
             minLabelSize={'180px'}
           >
             <DetailItem label={<T id={'published_at'} />}>
-              <FormatDate value={expense.published_at} />
+              {expense.formatted_date}
             </DetailItem>
 
             <DetailItem label={<T id={'created_at'} />}>
-              <FormatDate value={expense.created_at} />
+              {expense.formatted_created_at}
             </DetailItem>
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/InvoiceDetailDrawer/InvoiceDetailHeader.tsx

@@ -43,11 +43,11 @@ export default function InvoiceDetailHeader() {
         <Col xs={6}>
           <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
             <DetailItem label={intl.get('invoice_date')}>
-              <FormatDate value={invoice.invoice_date} />
+              {invoice.invoice_date_formatted}
             </DetailItem>
 
             <DetailItem label={intl.get('due_date')}>
-              <FormatDate value={invoice.due_date} />
+              {invoice.due_date_formatted}
             </DetailItem>
 
             <DetailItem label={intl.get('customer_name')}>
@@ -86,7 +86,7 @@ export default function InvoiceDetailHeader() {
             />
             <DetailItem
               label={intl.get('invoice.details.created_at')}
-              children={<FormatDate value={invoice.created_at} />}
+              children={invoice.created_at_formatted}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/ManualJournalDrawer/utils.tsx

@@ -82,20 +82,6 @@ export const useManualJournalEntriesColumns = () => {
             },
           ]
         : []),
-      {
-        Header: intl.get('credit'),
-        accessor: 'credit',
-        Cell: FormatNumberCell,
-        width: getColumnWidth(entries, 'credit', {
-          minWidth: 60,
-          magicSpacing: 5,
-        }),
-        disableResizable: true,
-        disableSortBy: true,
-        textOverview: true,
-        formatNumber: { noZero: true },
-        align: 'right',
-      },
       {
         Header: intl.get('debit'),
         accessor: 'debit',
@@ -110,6 +96,20 @@ export const useManualJournalEntriesColumns = () => {
         formatNumber: { noZero: true },
         align: 'right',
       },
+      {
+        Header: intl.get('credit'),
+        accessor: 'credit',
+        Cell: FormatNumberCell,
+        width: getColumnWidth(entries, 'credit', {
+          minWidth: 60,
+          magicSpacing: 5,
+        }),
+        disableResizable: true,
+        disableSortBy: true,
+        textOverview: true,
+        formatNumber: { noZero: true },
+        align: 'right',
+      },
     ],
     [],
   );

packages/webapp/src/containers/Drawers/PaymentMadeDetailDrawer/PaymentMadeDetailHeader.tsx

@@ -37,7 +37,7 @@ export default function PaymentMadeDetailHeader() {
           <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
             <DetailItem
               label={intl.get('payment_date')}
-              children={<FormatDate value={paymentMade.payment_date} />}
+              children={paymentMade.formatted_payment_date}
             />
             <DetailItem
               label={intl.get('payment_made.details.payment_number')}
@@ -58,6 +58,7 @@ export default function PaymentMadeDetailHeader() {
             />
           </DetailsMenu>
         </Col>
+
         <Col xs={6}>
           <DetailsMenu
             textAlign={'right'}
@@ -70,7 +71,7 @@ export default function PaymentMadeDetailHeader() {
             />
             <DetailItem
               label={intl.get('created_at')}
-              children={<FormatDate value={paymentMade.created_at} />}
+              children={paymentMade.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/PaymentMadeDetailDrawer/utils.tsx

@@ -1,8 +1,6 @@
 // @ts-nocheck
 import React from 'react';
 import intl from 'react-intl-universal';
-import moment from 'moment';
-
 import { getColumnWidth } from '@/utils';
 import { FormatNumberCell } from '@/components';
 import { usePaymentMadeDetailContext } from './PaymentMadeDetailProvider';
@@ -17,7 +15,7 @@ export const usePaymentMadeEntriesColumns = () => {
     () => [
       {
         Header: intl.get('date'),
-        accessor: (row) => moment(row.date).format('YYYY MMM DD'),
+        accessor: 'bill.formatted_bill_date',
         width: 100,
         disableSortBy: true,
         className: 'date',

packages/webapp/src/containers/Drawers/PaymentReceiveDetailDrawer/PaymentReceiveDetailHeader.tsx

@@ -5,7 +5,6 @@ import { defaultTo } from 'lodash';
 import {
   Row,
   Col,
-  FormatDate,
   DetailsMenu,
   DetailItem,
   CommercialDocHeader,
@@ -36,7 +35,7 @@ export default function PaymentReceiveDetailHeader() {
           <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
             <DetailItem
               label={intl.get('payment_date')}
-              children={<FormatDate value={paymentReceive.payment_date} />}
+              children={paymentReceive.formatted_payment_date}
             />
             <DetailItem
               label={intl.get('payment_receive.details.payment_number')}
@@ -71,7 +70,7 @@ export default function PaymentReceiveDetailHeader() {
             />
             <DetailItem
               label={intl.get('created_at')}
-              children={<FormatDate value={paymentReceive.created_at} />}
+              children={paymentReceive.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/PaymentReceiveDetailDrawer/utils.tsx

@@ -1,7 +1,6 @@
 // @ts-nocheck
 import React from 'react';
 import intl from 'react-intl-universal';
-import moment from 'moment';
 import {
   Button,
   Popover,
@@ -26,7 +25,7 @@ export const usePaymentReceiveEntriesColumns = () => {
     () => [
       {
         Header: intl.get('date'),
-        accessor: (row) => moment(row.payment_date).format('YYYY MMM DD'),
+        accessor: 'invoice.invoice_date_formatted',
         width: 100,
         className: 'date',
         disableSortBy: true,

packages/webapp/src/containers/Drawers/ReceiptDetailDrawer/ReceiptDetailHeader.tsx

@@ -54,11 +54,11 @@ export default function ReceiptDetailHeader() {
             </DetailItem>
             <DetailItem
               label={intl.get('receipt_date')}
-              children={<FormatDate value={receipt.receipt_date} />}
+              children={receipt.formatted_receipt_date}
             />
             <DetailItem
               label={intl.get('closed_date')}
-              children={<FormatDate value={receipt.closed_at_date} />}
+              children={receipt.formatted_closed_at_date}
             />
             <ExchangeRateDetailItem
               exchangeRate={receipt?.exchange_rate}
@@ -82,7 +82,7 @@ export default function ReceiptDetailHeader() {
             />
             <DetailItem
               label={intl.get('receipt.details.created_at')}
-              children={<FormatDate value={receipt.created_at} />}
+              children={receipt.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Drawers/VendorCreditDetailDrawer/VendorCreditDetailHeader.tsx

@@ -42,7 +42,7 @@ export default function VendorCreditDetailHeader() {
             <DetailItem
               label={intl.get('vendor_credit.drawer.label_vendor_credit_date')}
             >
-              <FormatDate value={vendorCredit.formatted_vendor_credit_date} />
+              {vendorCredit.formatted_vendor_credit_date}
             </DetailItem>
             <DetailItem
               label={intl.get('vendor_credit.drawer.label_vendor_credit_no')}
@@ -78,7 +78,7 @@ export default function VendorCreditDetailHeader() {
             />
             <DetailItem
               label={<T id={'vendor_credit.drawer.label_created_at'} />}
-              children={<FormatDate value={vendorCredit.created_at} />}
+              children={vendorCredit.formatted_created_at}
             />
           </DetailsMenu>
         </Col>

packages/webapp/src/containers/Expenses/ExpenseForm/ExpenseFloatingActions.tsx

@@ -11,7 +11,7 @@ import {
   MenuItem,
 } from '@blueprintjs/core';
 import { useFormikContext } from 'formik';
-import { FormattedMessage as T } from '@/components';
+import { Group, FormattedMessage as T } from '@/components';
 import { useHistory } from 'react-router-dom';
 
 import { CLASSES } from '@/constants/classes';
@@ -78,7 +78,10 @@ export default function ExpenseFloatingFooter() {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Publish ----------- */}
       <If condition={isNewMode}>
         <ButtonGroup>
@@ -190,6 +193,6 @@ export default function ExpenseFloatingFooter() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Expenses/ExpensesLanding/components.tsx

@@ -17,13 +17,7 @@ import clsx from 'classnames';
 
 import { CLASSES } from '@/constants/classes';
 import { ExpenseAction, AbilitySubject } from '@/constants/abilityOption';
-import {
-  FormatDateCell,
-  FormattedMessage as T,
-  Icon,
-  If,
-  Can,
-} from '@/components';
+import { FormattedMessage as T, Icon, If, Can } from '@/components';
 import { safeCallback } from '@/utils';
 
 /**
@@ -137,8 +131,7 @@ export function useExpensesTableColumns() {
       {
         id: 'payment_date',
         Header: intl.get('payment_date'),
-        accessor: 'payment_date',
-        Cell: FormatDateCell,
+        accessor: 'formatted_date',
         width: 140,
         className: 'payment_date',
         clickable: true,

packages/webapp/src/containers/FinancialStatements/GeneralLedger/GeneralLedgerTable.tsx

@@ -96,12 +96,19 @@ const GeneralLedgerDataTable = styled(ReportDataTable)`
             }
           }
         }
-        &:not(:first-child).is-expanded .td {
-          border-top: 1px solid #ddd;
-        }
       }
       &--OPENING_BALANCE,
       &--CLOSING_BALANCE {
+        .td {
+          color: #000;
+        }
+        .date {
+          font-weight: 500;
+
+          .cell-inner {
+            position: absolute;
+          }
+        }
         .amount {
           font-weight: 500;
         }
@@ -110,6 +117,9 @@ const GeneralLedgerDataTable = styled(ReportDataTable)`
         .name {
           font-weight: 500;
         }
+        .td {
+          border-top: 1px solid #ddd;
+        }
       }
     }
   }

packages/webapp/src/containers/Items/ItemFormFloatingActions.tsx

@@ -5,9 +5,8 @@ import classNames from 'classnames';
 import { Button, Intent, FormGroup, Checkbox } from '@blueprintjs/core';
 import { FastField, useFormikContext } from 'formik';
 import { CLASSES } from '@/constants/classes';
-
 import { useItemFormContext } from './ItemFormProvider';
-import { FormattedMessage as T } from '@/components';
+import { Group, FormattedMessage as T } from '@/components';
 import { saveInvoke } from '@/utils';
 
 /**
@@ -37,7 +36,10 @@ export default function ItemFormFloatingActions({ onCancel }) {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       <SaveButton
         intent={Intent.PRIMARY}
         disabled={isSubmitting}
@@ -78,7 +80,7 @@ export default function ItemFormFloatingActions({ onCancel }) {
           </FormGroup>
         )}
       </FastField>
-    </div>
+    </Group>
   );
 }
 

packages/webapp/src/containers/Items/ItemFormPage.tsx

@@ -3,7 +3,6 @@ import React from 'react';
 import { useParams } from 'react-router-dom';
 import ItemForm from './ItemForm';
 
-
 /**
  * Item form page.
  */

packages/webapp/src/containers/JournalEntriesTable/utils.tsx

@@ -1,16 +1,13 @@
 // @ts-nocheck
 import React from 'react';
 import intl from 'react-intl-universal';
-import moment from 'moment';
-
 
 export const useGLEntriesTableColumns = () => {
   return React.useMemo(
     () => [
       {
         Header: intl.get('date'),
-        accessor: ({ formatted_date }) =>
-          moment(formatted_date).format('YYYY MMM DD'),
+        accessor: 'date.formatted_date',
         width: 140,
         className: 'date',
         textOverview: true,
@@ -28,14 +25,6 @@ export const useGLEntriesTableColumns = () => {
         width: 140,
         textOverview: true,
       },
-      {
-        Header: intl.get('credit'),
-        accessor: ({ credit }) => credit.formatted_amount,
-        width: 100,
-        className: 'credit',
-        align: 'right',
-        textOverview: true,
-      },
       {
         Header: intl.get('debit'),
         accessor: ({ debit }) => debit.formatted_amount,
@@ -44,6 +33,14 @@ export const useGLEntriesTableColumns = () => {
         textOverview: true,
         align: 'right',
       },
+      {
+        Header: intl.get('credit'),
+        accessor: ({ credit }) => credit.formatted_amount,
+        width: 100,
+        className: 'credit',
+        align: 'right',
+        textOverview: true,
+      },
     ],
     [],
   );

packages/webapp/src/containers/Purchases/Bills/BillForm/BillFloatingActions.tsx

@@ -10,7 +10,7 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { FormattedMessage as T } from '@/components';
+import { Group, FormattedMessage as T } from '@/components';
 import { useHistory } from 'react-router-dom';
 import { CLASSES } from '@/constants/classes';
 import classNames from 'classnames';
@@ -76,7 +76,10 @@ export default function BillFloatingActions() {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Open ----------- */}
       <If condition={!bill || !bill?.is_open}>
         <ButtonGroup>
@@ -189,6 +192,6 @@ export default function BillFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Purchases/Bills/BillsLanding/components.tsx

@@ -161,8 +161,7 @@ export function useBillsTableColumns() {
       {
         id: 'bill_date',
         Header: intl.get('bill_date'),
-        accessor: 'bill_date',
-        Cell: FormatDateCell,
+        accessor: 'formatted_bill_date',
         width: 110,
         className: 'bill_date',
         clickable: true,

packages/webapp/src/containers/Purchases/CreditNotes/CreditNoteForm/VendorCreditNoteFloatingActions.tsx

@@ -13,7 +13,7 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { If, Icon, FormattedMessage as T } from '@/components';
+import { If, Icon, FormattedMessage as T, Group } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import { useVendorCreditNoteFormContext } from './VendorCreditNoteFormProvider';
 
@@ -69,11 +69,15 @@ export default function VendorCreditNoteFloatingActions() {
     history.goBack();
   };
 
+  // Handle the clear button click.
   const handleClearBtnClick = (event) => {
     resetForm();
   };
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Open  ----------- */}
       <If condition={!vendorCredit || !vendorCredit?.is_open}>
         <ButtonGroup>
@@ -185,6 +189,6 @@ export default function VendorCreditNoteFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Purchases/CreditNotes/CreditNotesLanding/components.tsx

@@ -5,14 +5,7 @@ import clsx from 'classnames';
 import { Intent, Tag, Menu, MenuItem, MenuDivider } from '@blueprintjs/core';
 
 import { CLASSES } from '@/constants/classes';
-import {
-  FormatDateCell,
-  FormattedMessage as T,
-  Choose,
-  If,
-  Icon,
-  Can,
-} from '@/components';
+import { FormattedMessage as T, Choose, If, Icon, Can } from '@/components';
 import { safeCallback } from '@/utils';
 import { VendorCreditAction, AbilitySubject } from '@/constants/abilityOption';
 
@@ -119,7 +112,6 @@ export function useVendorsCreditNoteTableColumns() {
         id: 'credit_date',
         Header: intl.get('date'),
         accessor: 'formatted_vendor_credit_date',
-        Cell: FormatDateCell,
         width: 110,
         className: 'credit_date',
         clickable: true,

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeFloatingActions.tsx

@@ -11,14 +11,12 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { Icon, FormattedMessage as T } from '@/components';
+import { Group, Icon, FormattedMessage as T } from '@/components';
 import { useHistory } from 'react-router-dom';
 import { useFormikContext } from 'formik';
 import { usePaymentMadeFormContext } from './PaymentMadeFormProvider';
 import { CLASSES } from '@/constants/classes';
 
-
-
 /**
  * Payment made floating actions bar.
  */
@@ -56,11 +54,14 @@ export default function PaymentMadeFloatingActions() {
   // Handle submit & continue editing button click.
   const handleSubmitContinueEditingBtnClick = (event) => {
     setSubmitPayload({ redirect: false, publish: true });
-    submitForm()
+    submitForm();
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save and New ----------- */}
       <ButtonGroup>
         <Button
@@ -109,6 +110,6 @@ export default function PaymentMadeFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Purchases/PaymentMades/PaymentsLanding/components.tsx

@@ -11,7 +11,7 @@ import {
   Position,
 } from '@blueprintjs/core';
 
-import { Icon, Money, FormatDateCell, Can } from '@/components';
+import { Icon, Money, Can } from '@/components';
 import { PaymentMadeAction, AbilitySubject } from '@/constants/abilityOption';
 
 import { safeCallback } from '@/utils';
@@ -29,7 +29,7 @@ export function ActionsMenu({
 }) {
   return (
     <Menu>
-      <MenuItem
+    <MenuItem
         icon={<Icon icon="reader-18" />}
         text={intl.get('view_details')}
         onClick={safeCallback(onViewDetails, original)}
@@ -79,8 +79,7 @@ export function usePaymentMadesTableColumns() {
       {
         id: 'payment_date',
         Header: intl.get('payment_date'),
-        Cell: FormatDateCell,
-        accessor: 'payment_date',
+        accessor: 'formatted_payment_date',
         width: 140,
         className: 'payment_date',
         clickable: true,

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteForm/CreditNoteFloatingActions.tsx

@@ -12,7 +12,7 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { If, Icon, FormattedMessage as T } from '@/components';
+import { If, Icon, FormattedMessage as T, Group } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import classNames from 'classnames';
 import { useCreditNoteFormContext } from './CreditNoteFormProvider';
@@ -69,12 +69,16 @@ export default function CreditNoteFloatingActions() {
     history.goBack();
   };
 
+  // Handle clear button click.
   const handleClearBtnClick = (event) => {
     resetForm();
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Open  ----------- */}
       <If condition={!creditNote || !creditNote?.is_open}>
         <ButtonGroup>
@@ -186,6 +190,6 @@ export default function CreditNoteFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Sales/CreditNotes/CreditNotesLanding/components.tsx

@@ -5,7 +5,6 @@ import clsx from 'classnames';
 import { Intent, Tag, Menu, MenuItem, MenuDivider } from '@blueprintjs/core';
 import { CLASSES } from '@/constants/classes';
 import {
-  FormatDateCell,
   FormattedMessage as T,
   Choose,
   If,
@@ -112,7 +111,6 @@ export function useCreditNoteTableColumns() {
         id: 'credit_date',
         Header: intl.get('credit_note.column.credit_date'),
         accessor: 'formatted_credit_note_date',
-        Cell: FormatDateCell,
         width: 110,
         className: 'credit_date',
         clickable: true,

packages/webapp/src/containers/Sales/Estimates/EstimateForm/EstimateFloatingActions.tsx

@@ -11,7 +11,7 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { If, Icon, FormattedMessage as T } from '@/components';
+import { If, Icon, FormattedMessage as T, Group } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import { useHistory } from 'react-router-dom';
 import { useFormikContext } from 'formik';
@@ -63,16 +63,21 @@ export default function EstimateFloatingActions() {
     submitForm();
   };
 
+  // Handle the cancel button click.
   const handleCancelBtnClick = (event) => {
     history.goBack();
   };
 
+  // Handle the clear button click.
   const handleClearBtnClick = (event) => {
     resetForm();
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Deliver ----------- */}
       <If condition={!estimate || !estimate?.is_delivered}>
         <ButtonGroup>
@@ -188,6 +193,6 @@ export default function EstimateFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Sales/Estimates/EstimatesLanding/components.tsx

@@ -164,8 +164,7 @@ export function useEstiamtesTableColumns() {
       {
         id: 'estimate_date',
         Header: intl.get('estimate_date'),
-        accessor: 'estimate_date',
-        Cell: FormatDateCell,
+        accessor: 'formatted_estimate_date',
         width: 140,
         className: 'estimate_date',
         clickable: true,

packages/webapp/src/containers/Sales/Invoices/InvoiceForm/InvoiceFloatingActions.tsx

@@ -13,7 +13,7 @@ import {
 import classNames from 'classnames';
 import { CLASSES } from '@/constants/classes';
 import { useFormikContext } from 'formik';
-import { If, Icon, FormattedMessage as T } from '@/components';
+import { If, Icon, FormattedMessage as T, Group } from '@/components';
 import { useHistory } from 'react-router-dom';
 import { useInvoiceFormContext } from './InvoiceFormProvider';
 
@@ -76,7 +76,10 @@ export default function InvoiceFloatingActions() {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save And Deliver ----------- */}
       <If condition={!invoice || !invoice?.is_delivered}>
         <ButtonGroup>
@@ -189,6 +192,6 @@ export default function InvoiceFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }

packages/webapp/src/containers/Sales/Invoices/InvoiceForm/utils.tsx

@@ -70,6 +70,17 @@ export const defaultInvoice = {
   attachments: [],
 };
 
+// Invoice entry request schema.
+export const defaultReqInvoiceEntry = {
+  index: 0,
+  item_id: '',
+  rate: '',
+  discount: '',
+  quantity: '',
+  description: '',
+  tax_rate_id: '',
+};
+
 /**
  * Transform invoice to initial values in edit mode.
  */
@@ -175,13 +186,27 @@ export const ITEMS_FILTER_ROLES_QUERY = JSON.stringify([
   },
 ]);
 
+/**
+ * Transformes bill entries to submit request.
+ */
+const transformEntriesToRequest = (entries) => {
+  return R.compose(
+    R.map(R.compose(R.curry(transformToForm)(R.__, defaultReqInvoiceEntry))),
+    filterNonZeroEntries,
+  )(entries);
+};
+
+/**
+ * Filters the givne non-zero entries.
+ */
+const filterNonZeroEntries = (entries) => {
+  return entries.filter((item) => item.item_id && item.quantity);
+};
+
 /**
  * Transformes the form values to request body values.
  */
 export function transformValueToRequest(values) {
-  const entries = values.entries.filter(
-    (item) => item.item_id && item.quantity,
-  );
   return {
     ...omit(values, [
       'invoice_no',
@@ -194,9 +219,7 @@ export function transformValueToRequest(values) {
       invoice_no: values.invoice_no,
     }),
     is_inclusive_tax: values.inclusive_exclusive_tax === TaxType.Inclusive,
-    entries: entries.map((entry) => ({
-      ...omit(entry, ['amount', 'tax_amount', 'tax_rate']),
-    })),
+    entries: transformEntriesToRequest(values.entries),
     delivered: false,
     attachments: transformAttachmentsToRequest(values),
   };

packages/webapp/src/containers/Sales/Invoices/InvoicesLanding/components.tsx

@@ -128,7 +128,7 @@ export function ActionsMenu({
     onQuick,
     onViewDetails,
     onPrint,
-    onSendMail
+    onSendMail,
   },
   row: { original },
 }) {
@@ -202,8 +202,7 @@ export function useInvoicesTableColumns() {
       {
         id: 'invoice_date',
         Header: intl.get('invoice_date'),
-        accessor: 'invoice_date',
-        Cell: FormatDateCell,
+        accessor: 'invoice_date_formatted',
         width: 110,
         className: 'invoice_date',
         clickable: true,

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/PaymentReceiveFloatingActions.tsx

@@ -11,12 +11,11 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { Icon, FormattedMessage as T } from '@/components';
 import { useHistory } from 'react-router-dom';
+import { Group, Icon, FormattedMessage as T } from '@/components';
 import { useFormikContext } from 'formik';
-import { CLASSES } from '@/constants/classes';
-
 import { usePaymentReceiveFormContext } from './PaymentReceiveFormProvider';
+import { CLASSES } from '@/constants/classes';
 
 /**
  * Payment receive floating actions bar.
@@ -55,7 +54,10 @@ export default function PaymentReceiveFormFloatingActions() {
   };
 
   return (
-    <div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
+    <Group
+      spacing={10}
+      className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}
+    >
       {/* ----------- Save and New ----------- */}
       <ButtonGroup>
         <Button
@@ -107,6 +109,6 @@ export default function PaymentReceiveFormFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
-    </div>
+    </Group>
   );
 }