fix: Multi-lines transactions statements

fix: Rounding the total amount the pending and matched transactions

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

@@ -1,9 +1,10 @@
 import { Inject, Service } from 'typedi';
 import { NextFunction, Request, Response, Router } from 'express';
+import { param, query } from 'express-validator';
 import BaseController from '@/api/controllers/BaseController';
 import { GetBankAccountSummary } from '@/services/Banking/BankAccounts/GetBankAccountSummary';
 import { BankAccountsApplication } from '@/services/Banking/BankAccounts/BankAccountsApplication';
-import { param } from 'express-validator';
+import { GetPendingBankAccountTransactions } from '@/services/Cashflow/GetPendingBankAccountTransaction';
 
 @Service()
 export class BankAccountsController extends BaseController {
@@ -13,6 +14,9 @@ export class BankAccountsController extends BaseController {
   @Inject()
   private bankAccountsApp: BankAccountsApplication;
 
+  @Inject()
+  private getPendingTransactionsService: GetPendingBankAccountTransactions;
+
   /**
    * Router constructor.
    */
@@ -20,6 +24,16 @@ export class BankAccountsController extends BaseController {
     const router = Router();
 
     router.get('/:bankAccountId/meta', this.getBankAccountSummary.bind(this));
+    router.get(
+      '/pending_transactions',
+      [
+        query('account_id').optional().isNumeric().toInt(),
+        query('page').optional().isNumeric().toInt(),
+        query('page_size').optional().isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.getBankAccountsPendingTransactions.bind(this)
+    );
     router.post(
       '/:bankAccountId/disconnect',
       this.disconnectBankAccount.bind(this)
@@ -27,17 +41,13 @@ export class BankAccountsController extends BaseController {
     router.post('/:bankAccountId/update', this.refreshBankAccount.bind(this));
     router.post(
       '/:bankAccountId/pause_feeds',
-      [
-        param('bankAccountId').exists().isNumeric().toInt(),
-      ],
+      [param('bankAccountId').exists().isNumeric().toInt()],
       this.validationResult,
       this.pauseBankAccountFeeds.bind(this)
     );
     router.post(
       '/:bankAccountId/resume_feeds',
-      [
-        param('bankAccountId').exists().isNumeric().toInt(),
-      ],
+      [param('bankAccountId').exists().isNumeric().toInt()],
       this.validationResult,
       this.resumeBankAccountFeeds.bind(this)
     );
@@ -72,6 +82,32 @@ export class BankAccountsController extends BaseController {
     }
   }
 
+  /**
+   * Retrieves the bank account pending transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  async getBankAccountsPendingTransactions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data =
+        await this.getPendingTransactionsService.getPendingTransactions(
+          tenantId,
+          query
+        );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Disonnect the given bank account.
    * @param {Request} req
@@ -128,9 +164,9 @@ export class BankAccountsController extends BaseController {
 
   /**
    * Resumes the bank account feeds sync.
-   * @param {Request} req 
-   * @param {Response} res 
-   * @param {NextFunction} next 
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
    * @returns {Promise<Response | void>}
    */
   async resumeBankAccountFeeds(
@@ -155,9 +191,9 @@ export class BankAccountsController extends BaseController {
 
   /**
    * Pauses the bank account feeds sync.
-   * @param {Request} req 
-   * @param {Response} res 
-   * @param {NextFunction} next 
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
    * @returns {Promise<Response | void>}
    */
   async pauseBankAccountFeeds(

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

@@ -1,5 +1,5 @@
 import { Service, Inject } from 'typedi';
-import { ValidationChain, check, param, query } from 'express-validator';
+import { ValidationChain, body, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
 import { omit } from 'lodash';
 import BaseController from '../BaseController';
@@ -43,6 +43,16 @@ export default class NewCashflowTransactionController extends BaseController {
       this.asyncMiddleware(this.newCashflowTransaction),
       this.catchServiceErrors
     );
+    router.post(
+      '/transactions/uncategorize/bulk',
+      [
+        body('ids').isArray({ min: 1 }),
+        body('ids.*').exists().isNumeric().toInt(),
+      ],
+      this.validationResult,
+      this.uncategorizeBulkTransactions.bind(this),
+      this.catchServiceErrors
+    );
     router.post(
       '/transactions/:id/uncategorize',
       this.revertCategorizedCashflowTransaction,
@@ -184,6 +194,34 @@ export default class NewCashflowTransactionController extends BaseController {
     }
   };
 
+  /**
+   * Uncategorize the given transactions in bulk.
+   * @param {Request<{}>} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | null>}
+   */
+  private uncategorizeBulkTransactions = async (
+    req: Request<{}>,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { ids: uncategorizedTransactionIds } = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.uncategorizeTransactions(
+        tenantId,
+        uncategorizedTransactionIds
+      );
+      return res.status(200).send({
+        message: 'The given transactions have been uncategorized successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Categorize the cashflow transaction.
    * @param {Request} req

packages/server/src/database/migrations/20240811121028_add_pending_column_to_uncategorized_transactions_table.js

@@ -0,0 +1,13 @@
+exports.up = function (knex) {
+  return knex.schema.table('uncategorized_cashflow_transactions', (table) => {
+    table.boolean('pending').defaultTo(false);
+    table.string('pending_plaid_transaction_id').nullable();
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.table('uncategorized_cashflow_transactions', (table) => {
+    table.dropColumn('pending');
+    table.dropColumn('pending_plaid_transaction_id');
+  });
+};

packages/server/src/interfaces/CashFlow.ts

@@ -268,6 +268,8 @@ export interface CreateUncategorizedTransactionDTO {
   description?: string;
   referenceNo?: string | null;
   plaidTransactionId?: string | null;
+  pending?: boolean;
+  pendingPlaidTransactionId?: string | null;
   batch?: string;
 }
 
@@ -283,3 +285,17 @@ export interface IUncategorizedTransactionCreatedEventPayload {
   createUncategorizedTransactionDTO: CreateUncategorizedTransactionDTO;
   trx: Knex.Transaction;
 }
+
+export interface IPendingTransactionRemovingEventPayload {
+  tenantId: number;
+  uncategorizedTransactionId: number;
+  pendingTransaction: IUncategorizedCashflowTransaction;
+  trx?: Knex.Transaction;
+}
+
+export interface IPendingTransactionRemovedEventPayload {
+  tenantId: number;
+  uncategorizedTransactionId: number;
+  pendingTransaction: IUncategorizedCashflowTransaction;
+  trx?: Knex.Transaction;
+}

packages/server/src/models/TaxRate.settings.ts

@@ -0,0 +1,69 @@
+export default {
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'created_at',
+  },
+  exportable: true,
+  importable: true,
+  print: {
+    pageTitle: 'Tax Rates',
+  },
+  columns: {
+    name: {
+      name: 'Tax Rate Name',
+      type: 'text',
+      accessor: 'name',
+    },
+    code: {
+      name: 'Code',
+      type: 'text',
+      accessor: 'code',
+    },
+    rate: {
+      name: 'Rate',
+      type: 'text',
+    },
+    description: {
+      name: 'Description',
+      type: 'text',
+    },
+    isNonRecoverable: {
+      name: 'Is Non Recoverable',
+      type: 'boolean',
+    },
+    active: {
+      name: 'Active',
+      type: 'boolean',
+    },
+  },
+  field: {},
+  fields2: {
+    name: {
+      name: 'Tax name',
+      fieldType: 'name',
+      required: true,
+    },
+    code: {
+      name: 'Code',
+      fieldType: 'code',
+      required: true,
+    },
+    rate: {
+      name: 'Rate',
+      fieldType: 'number',
+      required: true,
+    },
+    description: {
+      name: 'Description',
+      fieldType: 'text',
+    },
+    isNonRecoverable: {
+      name: 'Is Non Recoverable',
+      fieldType: 'boolean',
+    },
+    active: {
+      name: 'Active',
+      fieldType: 'boolean',
+    },
+  },
+};

packages/server/src/models/TaxRate.ts

@@ -2,8 +2,13 @@ import { mixin, Model, raw } from 'objection';
 import TenantModel from 'models/TenantModel';
 import ModelSearchable from './ModelSearchable';
 import SoftDeleteQueryBuilder from '@/collection/SoftDeleteQueryBuilder';
+import TaxRateMeta from './TaxRate.settings';
+import ModelSetting from './ModelSetting';
 
-export default class TaxRate extends mixin(TenantModel, [ModelSearchable]) {
+export default class TaxRate extends mixin(TenantModel, [
+  ModelSetting,
+  ModelSearchable,
+]) {
   /**
    * Table name
    */
@@ -25,6 +30,13 @@ export default class TaxRate extends mixin(TenantModel, [ModelSearchable]) {
     return ['createdAt', 'updatedAt'];
   }
 
+  /**
+   * Retrieves the tax rate meta.
+   */
+  static get meta() {
+    return TaxRateMeta;
+  }
+
   /**
    * Virtual attributes.
    */

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -21,6 +21,7 @@ export default class UncategorizedCashflowTransaction extends mixin(
   plaidTransactionId!: string;
   recognizedTransactionId!: number;
   excludedAt: Date;
+  pending: boolean;
 
   /**
    * Table name.
@@ -46,7 +47,8 @@ export default class UncategorizedCashflowTransaction extends mixin(
       'isDepositTransaction',
       'isWithdrawalTransaction',
       'isRecognized',
-      'isExcluded'
+      'isExcluded',
+      'isPending',
     ];
   }
 
@@ -99,6 +101,14 @@ export default class UncategorizedCashflowTransaction extends mixin(
     return !!this.excludedAt;
   }
 
+  /**
+   * Detarmines whether the transaction is pending.
+   * @returns {boolean}
+   */
+  public get isPending(): boolean {
+    return !!this.pending;
+  }
+
   /**
    * Model modifiers.
    */
@@ -143,6 +153,20 @@ export default class UncategorizedCashflowTransaction extends mixin(
         query.whereNull('categorizeRefType');
         query.whereNull('categorizeRefId');
       },
+
+      /**
+       * Filters the not pending transactions.
+       */
+      notPending(query) {
+        query.where('pending', false);
+      },
+
+      /**
+       * Filters the pending transactions.
+       */
+      pending(query) {
+        query.where('pending', true);
+      },
     };
   }
 

packages/server/src/services/Banking/BankAccounts/GetBankAccountSummary.ts

@@ -52,6 +52,9 @@ export class GetBankAccountSummary {
         q.withGraphJoined('matchedBankTransactions');
         q.whereNull('matchedBankTransactions.id');
 
+        // Exclude the pending transactions.
+        q.modify('notPending');
+
         // Count the results.
         q.count('uncategorized_cashflow_transactions.id as total');
         q.first();
@@ -65,16 +68,32 @@ export class GetBankAccountSummary {
         q.withGraphJoined('recognizedTransaction');
         q.whereNotNull('recognizedTransaction.id');
 
+        // Exclude the pending transactions.
+        q.modify('notPending');
+
         // Count the results.
         q.count('uncategorized_cashflow_transactions.id as total');
         q.first();
       });
-
+    // Retrieves excluded transactions count.
     const excludedTransactionsCount =
       await UncategorizedCashflowTransaction.query().onBuild((q) => {
         q.where('accountId', bankAccountId);
         q.modify('excluded');
 
+        // Exclude the pending transactions.
+        q.modify('notPending');
+
+        // Count the results.
+        q.count('uncategorized_cashflow_transactions.id as total');
+        q.first();
+      });
+    // Retrieves the pending transactions count.
+    const pendingTransactionsCount =
+      await UncategorizedCashflowTransaction.query().onBuild((q) => {
+        q.where('accountId', bankAccountId);
+        q.modify('pending');
+
         // Count the results.
         q.count('uncategorized_cashflow_transactions.id as total');
         q.first();
@@ -83,14 +102,15 @@ export class GetBankAccountSummary {
     const totalUncategorizedTransactions =
       uncategorizedTranasctionsCount?.total || 0;
     const totalRecognizedTransactions = recognizedTransactionsCount?.total || 0;
-
     const totalExcludedTransactions = excludedTransactionsCount?.total || 0;
+    const totalPendingTransactions = pendingTransactionsCount?.total || 0;
 
     return {
       name: bankAccount.name,
       totalUncategorizedTransactions,
       totalRecognizedTransactions,
       totalExcludedTransactions,
+      totalPendingTransactions,
     };
   }
 }

packages/server/src/services/Banking/Matching/GetMatchedTransactions.ts

@@ -64,7 +64,7 @@ export class GetMatchedTransactions {
         .whereIn('id', uncategorizedTransactionIds)
         .throwIfNotFound();
 
-    const totalPending = Math.abs(sumBy(uncategorizedTransactions, 'amount'));
+    const totalPending = sumBy(uncategorizedTransactions, 'amount');
 
     const filtered = filter.transactionType
       ? this.registered.filter((item) => item.type === filter.transactionType)

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

@@ -25,6 +25,7 @@ import { Knex } from 'knex';
 import uniqid from 'uniqid';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { RemovePendingUncategorizedTransaction } from '@/services/Cashflow/RemovePendingUncategorizedTransaction';
 
 const CONCURRENCY_ASYNC = 10;
 
@@ -40,7 +41,7 @@ export class PlaidSyncDb {
   private cashflowApp: CashflowApplication;
 
   @Inject()
-  private deleteCashflowTransactionService: DeleteCashflowTransaction;
+  private removePendingTransaction: RemovePendingUncategorizedTransaction;
 
   @Inject()
   private eventPublisher: EventPublisher;
@@ -185,21 +186,22 @@ export class PlaidSyncDb {
     plaidTransactionsIds: string[],
     trx?: Knex.Transaction
   ) {
-    const { CashflowTransaction } = this.tenancy.models(tenantId);
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
 
-    const cashflowTransactions = await CashflowTransaction.query(trx).whereIn(
-      'plaidTransactionId',
-      plaidTransactionsIds
-    );
-    const cashflowTransactionsIds = cashflowTransactions.map(
+    const uncategorizedTransactions =
+      await UncategorizedCashflowTransaction.query(trx).whereIn(
+        'plaidTransactionId',
+        plaidTransactionsIds
+      );
+    const uncategorizedTransactionsIds = uncategorizedTransactions.map(
       (trans) => trans.id
     );
     await bluebird.map(
-      cashflowTransactionsIds,
-      (transactionId: number) =>
-        this.deleteCashflowTransactionService.deleteCashflowTransaction(
+      uncategorizedTransactionsIds,
+      (uncategorizedTransactionId: number) =>
+        this.removePendingTransaction.removePendingTransaction(
           tenantId,
-          transactionId,
+          uncategorizedTransactionId,
           trx
         ),
       { concurrency: CONCURRENCY_ASYNC }

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

@@ -73,6 +73,12 @@ export class PlaidUpdateTransactions {
       item,
       trx
     );
+    // Sync removed transactions.
+    await this.plaidSync.syncRemoveTransactions(
+      tenantId,
+      removed?.map((r) => r.transaction_id),
+      trx
+    );
     // Sync bank account transactions.
     await this.plaidSync.syncAccountsTransactions(
       tenantId,

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

@@ -83,8 +83,9 @@ export class PlaidWebooks {
     webhookCode: string
   ): Promise<void> {
     const { PlaidItem } = this.tenancy.models(tenantId);
+
     const plaidItem = await PlaidItem.query()
-      .findById(plaidItemId)
+      .findOne({ plaidItemId })
       .throwIfNotFound();
 
     switch (webhookCode) {

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

@@ -3,11 +3,11 @@ import {
   Item as PlaidItem,
   Institution as PlaidInstitution,
   AccountBase as PlaidAccount,
+  TransactionBase as PlaidTransactionBase,
 } from 'plaid';
 import {
   CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
-  PlaidTransaction,
 } from '@/interfaces';
 
 /**
@@ -48,7 +48,7 @@ export const transformPlaidAccountToCreateAccount = R.curry(
 export const transformPlaidTrxsToCashflowCreate = R.curry(
   (
     cashflowAccountId: number,
-    plaidTranasction: PlaidTransaction
+    plaidTranasction: PlaidTransactionBase
   ): CreateUncategorizedTransactionDTO => {
     return {
       date: plaidTranasction.date,
@@ -64,6 +64,8 @@ export const transformPlaidTrxsToCashflowCreate = R.curry(
       accountId: cashflowAccountId,
       referenceNo: plaidTranasction.payment_meta?.reference_number,
       plaidTransactionId: plaidTranasction.transaction_id,
+      pending: plaidTranasction.pending,
+      pendingPlaidTransactionId: plaidTranasction.pending_transaction_id,
     };
   }
 );

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

@@ -21,6 +21,7 @@ import GetCashflowAccountsService from './GetCashflowAccountsService';
 import { GetCashflowTransactionService } from './GetCashflowTransactionsService';
 import { GetRecognizedTransactionsService } from './GetRecongizedTransactions';
 import { GetRecognizedTransactionService } from './GetRecognizedTransaction';
+import { UncategorizeCashflowTransactionsBulk } from './UncategorizeCashflowTransactionsBulk';
 
 @Service()
 export class CashflowApplication {
@@ -39,6 +40,9 @@ export class CashflowApplication {
   @Inject()
   private uncategorizeTransactionService: UncategorizeCashflowTransaction;
 
+  @Inject()
+  private uncategorizeTransasctionsService: UncategorizeCashflowTransactionsBulk;
+
   @Inject()
   private categorizeTransactionService: CategorizeCashflowTransaction;
 
@@ -155,6 +159,22 @@ export class CashflowApplication {
     );
   }
 
+  /**
+   * Uncategorize the given transactions in bulk.
+   * @param {number} tenantId 
+   * @param {number | Array<number>} transactionId 
+   * @returns 
+   */
+  public uncategorizeTransactions(
+    tenantId: number,
+    transactionId: number | Array<number>
+  ) {
+    return this.uncategorizeTransasctionsService.uncategorizeBulk(
+      tenantId,
+      transactionId
+    );
+  }
+
   /**
    * Categorize the given cashflow transaction.
    * @param {number} tenantId
@@ -241,9 +261,9 @@ export class CashflowApplication {
 
   /**
    * Retrieves the recognized transaction of the given uncategorized transaction.
-   * @param {number} tenantId 
-   * @param {number} uncategorizedTransactionId 
-   * @returns 
+   * @param {number} tenantId
+   * @param {number} uncategorizedTransactionId
+   * @returns
    */
   public getRecognizedTransaction(
     tenantId: number,

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

@@ -0,0 +1,53 @@
+import { Inject } from 'typedi';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { GetPendingBankAccountTransactionTransformer } from './GetPendingBankAccountTransactionTransformer';
+
+export class GetPendingBankAccountTransactions {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the given bank accounts pending transaction.
+   * @param {number} tenantId - Tenant id.
+   * @param {GetPendingTransactionsQuery} filter - Pending transactions query.
+   */
+  async getPendingTransactions(
+    tenantId: number,
+    filter?: GetPendingTransactionsQuery
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    const _filter = {
+      page: 1,
+      pageSize: 20,
+      ...filter,
+    };
+    const { results, pagination } =
+      await UncategorizedCashflowTransaction.query()
+        .onBuild((q) => {
+          q.modify('pending');
+
+          if (_filter?.accountId) {
+            q.where('accountId', _filter.accountId);
+          }
+        })
+        .pagination(_filter.page - 1, _filter.pageSize);
+
+    const data = await this.transformer.transform(
+      tenantId,
+      results,
+      new GetPendingBankAccountTransactionTransformer()
+    );
+    return { data, pagination };
+  }
+}
+
+interface GetPendingTransactionsQuery {
+  page?: number;
+  pageSize?: number;
+  accountId?: number;
+}

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

@@ -0,0 +1,73 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+import { formatNumber } from '@/utils';
+
+export class GetPendingBankAccountTransactionTransformer extends Transformer {
+  /**
+   * Include these attributes to sale invoice object.
+   * @returns {string[]}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'formattedAmount',
+      'formattedDate',
+      'formattedDepositAmount',
+      'formattedWithdrawalAmount',
+    ];
+  };
+
+  /**
+   * Exclude all attributes.
+   * @returns {Array<string>}
+   */
+  public excludeAttributes = (): string[] => {
+    return [];
+  };
+
+  /**
+   * Formattes the transaction date.
+   * @param transaction
+   * @returns {string}
+   */
+  public formattedDate(transaction) {
+    return this.formatDate(transaction.date);
+  }
+
+  /**
+   * Formatted amount.
+   * @param transaction
+   * @returns {string}
+   */
+  public formattedAmount(transaction) {
+    return formatNumber(transaction.amount, {
+      currencyCode: transaction.currencyCode,
+    });
+  }
+
+  /**
+   * Formatted deposit amount.
+   * @param transaction
+   * @returns {string}
+   */
+  protected formattedDepositAmount(transaction) {
+    if (transaction.isDepositTransaction) {
+      return formatNumber(transaction.deposit, {
+        currencyCode: transaction.currencyCode,
+      });
+    }
+    return '';
+  }
+
+  /**
+   * Formatted withdrawal amount.
+   * @param transaction
+   * @returns {string}
+   */
+  protected formattedWithdrawalAmount(transaction) {
+    if (transaction.isWithdrawalTransaction) {
+      return formatNumber(transaction.withdrawal, {
+        currencyCode: transaction.currencyCode,
+      });
+    }
+    return '';
+  }
+}

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

@@ -34,8 +34,13 @@ export class GetRecognizedTransactionsService {
           q.withGraphFetched('recognizedTransaction.assignAccount');
           q.withGraphFetched('recognizedTransaction.bankRule');
           q.whereNotNull('recognizedTransactionId');
+
+          // Exclude the excluded transactions.
           q.modify('notExcluded');
 
+          // Exclude the pending transactions.
+          q.modify('notPending');
+
           if (_filter.accountId) {
             q.where('accountId', _filter.accountId);
           }

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

@@ -51,7 +51,9 @@ export class GetUncategorizedTransactions {
         .onBuild((q) => {
           q.where('accountId', accountId);
           q.where('categorized', false);
+
           q.modify('notExcluded');
+          q.modify('notPending');
 
           q.withGraphFetched('account');
           q.withGraphFetched('recognizedTransaction.assignAccount');

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

@@ -0,0 +1,72 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import UnitOfWork from '../UnitOfWork';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
+import { ServiceError } from '@/exceptions';
+import { ERRORS } from './constants';
+import {
+  IPendingTransactionRemovedEventPayload,
+  IPendingTransactionRemovingEventPayload,
+} from '@/interfaces';
+
+@Service()
+export class RemovePendingUncategorizedTransaction {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  /**
+   * REmoves the pending uncategorized transaction.
+   * @param {number} tenantId -
+   * @param {number} uncategorizedTransactionId -
+   * @param {Knex.Transaction} trx -
+   * @returns {Promise<void>}
+   */
+  public async removePendingTransaction(
+    tenantId: number,
+    uncategorizedTransactionId: number,
+    trx?: Knex.Transaction
+  ): Promise<void> {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    const pendingTransaction = await UncategorizedCashflowTransaction.query(trx)
+      .findById(uncategorizedTransactionId)
+      .throwIfNotFound();
+
+    if (!pendingTransaction.isPending) {
+      throw new ServiceError(ERRORS.TRANSACTION_NOT_PENDING);
+    }
+    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+      await this.eventPublisher.emitAsync(
+        events.bankTransactions.onPendingRemoving,
+        {
+          tenantId,
+          uncategorizedTransactionId,
+          pendingTransaction,
+          trx,
+        } as IPendingTransactionRemovingEventPayload
+      );
+      // Removes the pending uncategorized transaction.
+      await UncategorizedCashflowTransaction.query(trx)
+        .findById(uncategorizedTransactionId)
+        .delete();
+
+      await this.eventPublisher.emitAsync(
+        events.bankTransactions.onPendingRemoved,
+        {
+          tenantId,
+          uncategorizedTransactionId,
+          pendingTransaction,
+          trx,
+        } as IPendingTransactionRemovedEventPayload
+      );
+    });
+  }
+}

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

@@ -0,0 +1,37 @@
+import PromisePool from '@supercharge/promise-pool';
+import { castArray } from 'lodash';
+import { Service, Inject } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { UncategorizeCashflowTransaction } from './UncategorizeCashflowTransaction';
+
+@Service()
+export class UncategorizeCashflowTransactionsBulk {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private uncategorizeTransaction: UncategorizeCashflowTransaction;
+
+  /**
+   * Uncategorize the given bank transactions in bulk.
+   * @param {number} tenantId
+   * @param {number} uncategorizedTransactionId
+   */
+  public async uncategorizeBulk(
+    tenantId: number,
+    uncategorizedTransactionId: number | Array<number>
+  ) {
+    const uncategorizedTransactionIds = castArray(uncategorizedTransactionId);
+
+    const result = await PromisePool.withConcurrency(MIGRATION_CONCURRENCY)
+      .for(uncategorizedTransactionIds)
+      .process(async (_uncategorizedTransactionId: number, index, pool) => {
+        await this.uncategorizeTransaction.uncategorize(
+          tenantId,
+          _uncategorizedTransactionId
+        );
+      });
+  }
+}
+
+const MIGRATION_CONCURRENCY = 1;

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

@@ -15,10 +15,10 @@ export const ERRORS = {
     'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
   CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED:
     'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED',
-
-  CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION: 'CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION',
-  TRANSACTION_NOT_CATEGORIZED: 'TRANSACTION_NOT_CATEGORIZED'
-
+  CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION:
+    'CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION',
+  TRANSACTION_NOT_CATEGORIZED: 'TRANSACTION_NOT_CATEGORIZED',
+  TRANSACTION_NOT_PENDING: 'TRANSACTION_NOT_PENDING',
 };
 
 export enum CASHFLOW_DIRECTION {

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

@@ -1,11 +1,11 @@
 import { Inject, Service } from 'typedi';
+import PromisePool from '@supercharge/promise-pool';
 import events from '@/subscribers/events';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import {
   ICashflowTransactionCategorizedPayload,
   ICashflowTransactionUncategorizedPayload,
 } from '@/interfaces';
-import PromisePool from '@supercharge/promise-pool';
 
 @Service()
 export class DecrementUncategorizedTransactionOnCategorize {
@@ -36,13 +36,17 @@ export class DecrementUncategorizedTransactionOnCategorize {
   public async decrementUnCategorizedTransactionsOnCategorized({
     tenantId,
     uncategorizedTransactions,
-    trx
+    trx,
   }: ICashflowTransactionCategorizedPayload) {
     const { Account } = this.tenancy.models(tenantId);
 
     await PromisePool.withConcurrency(1)
       .for(uncategorizedTransactions)
       .process(async (uncategorizedTransaction) => {
+        // Cannot continue if the transaction is still pending.
+        if (uncategorizedTransaction.isPending) {
+          return;
+        }
         await Account.query(trx)
           .findById(uncategorizedTransaction.accountId)
           .decrement('uncategorizedTransactions', 1);
@@ -56,13 +60,17 @@ export class DecrementUncategorizedTransactionOnCategorize {
   public async incrementUnCategorizedTransactionsOnUncategorized({
     tenantId,
     uncategorizedTransactions,
-    trx
+    trx,
   }: ICashflowTransactionUncategorizedPayload) {
     const { Account } = this.tenancy.models(tenantId);
 
     await PromisePool.withConcurrency(1)
       .for(uncategorizedTransactions)
       .process(async (uncategorizedTransaction) => {
+        // Cannot continue if the transaction is still pending.
+        if (uncategorizedTransaction.isPending) {
+          return;
+        }
         await Account.query(trx)
           .findById(uncategorizedTransaction.accountId)
           .increment('uncategorizedTransactions', 1);
@@ -82,6 +90,9 @@ export class DecrementUncategorizedTransactionOnCategorize {
 
     if (!uncategorizedTransaction.accountId) return;
 
+    // Cannot continue if the transaction is still pending.
+    if (uncategorizedTransaction.isPending) return;
+
     await Account.query(trx)
       .findById(uncategorizedTransaction.accountId)
       .increment('uncategorizedTransactions', 1);

packages/server/src/services/Export/ExportResources.ts

@@ -15,6 +15,7 @@ import { ManualJournalsExportable } from '../ManualJournals/ManualJournalExporta
 import { CreditNotesExportable } from '../CreditNotes/CreditNotesExportable';
 import { VendorCreditsExportable } from '../Purchases/VendorCredits/VendorCreditsExportable';
 import { ItemCategoriesExportable } from '../ItemCategories/ItemCategoriesExportable';
+import { TaxRatesExportable } from '../TaxRates/TaxRatesExportable';
 
 @Service()
 export class ExportableResources {
@@ -46,6 +47,7 @@ export class ExportableResources {
     { resource: 'ManualJournal', exportable: ManualJournalsExportable },
     { resource: 'CreditNote', exportable: CreditNotesExportable },
     { resource: 'VendorCredit', exportable: VendorCreditsExportable },
+    { resource: 'TaxRate', exportable: TaxRatesExportable },
   ];
 
   /**

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

@@ -16,6 +16,7 @@ import { VendorCreditsImportable } from '../Purchases/VendorCredits/VendorCredit
 import { PaymentReceivesImportable } from '../Sales/PaymentReceives/PaymentReceivesImportable';
 import { CreditNotesImportable } from '../CreditNotes/CreditNotesImportable';
 import { SaleReceiptsImportable } from '../Sales/Receipts/SaleReceiptsImportable';
+import { TaxRatesImportable } from '../TaxRates/TaxRatesImportable';
 
 @Service()
 export class ImportableResources {
@@ -47,7 +48,8 @@ export class ImportableResources {
     { resource: 'PaymentReceive', importable: PaymentReceivesImportable },
     { resource: 'VendorCredit', importable: VendorCreditsImportable },
     { resource: 'CreditNote', importable: CreditNotesImportable },
-    { resource: 'SaleReceipt', importable: SaleReceiptsImportable }
+    { resource: 'SaleReceipt', importable: SaleReceiptsImportable },
+    { resource: 'TaxRate', importable: TaxRatesImportable },
   ];
 
   public get registry() {

packages/server/src/services/TaxRates/CommandTaxRatesValidators.ts

@@ -1,9 +1,10 @@
-import { ServiceError } from '@/exceptions';
+import { Knex } from 'knex';
 import { Inject, Service } from 'typedi';
+import { difference } from 'lodash';
+import { ServiceError } from '@/exceptions';
 import HasTenancyService from '../Tenancy/TenancyService';
 import { IItemEntryDTO, ITaxRate } from '@/interfaces';
 import { ERRORS } from './constants';
-import { difference } from 'lodash';
 
 @Service()
 export class CommandTaxRatesValidators {
@@ -44,11 +45,16 @@ export class CommandTaxRatesValidators {
    * Validates the tax code uniquiness.
    * @param {number} tenantId
    * @param {string} taxCode
+   * @param {Knex.Transaction} trx -
    */
-  public async validateTaxCodeUnique(tenantId: number, taxCode: string) {
+  public async validateTaxCodeUnique(
+    tenantId: number,
+    taxCode: string,
+    trx?: Knex.Transaction
+  ) {
     const { TaxRate } = this.tenancy.models(tenantId);
 
-    const foundTaxCode = await TaxRate.query().findOne({ code: taxCode });
+    const foundTaxCode = await TaxRate.query(trx).findOne({ code: taxCode });
 
     if (foundTaxCode) {
       throw new ServiceError(ERRORS.TAX_CODE_NOT_UNIQUE);

packages/server/src/services/TaxRates/CreateTaxRate.ts

@@ -1,3 +1,4 @@
+import { Inject, Service } from 'typedi';
 import { Knex } from 'knex';
 import {
   ICreateTaxRateDTO,
@@ -7,7 +8,6 @@ import {
 import UnitOfWork from '../UnitOfWork';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import HasTenancyService from '../Tenancy/TenancyService';
-import { Inject, Service } from 'typedi';
 import events from '@/subscribers/events';
 import { CommandTaxRatesValidators } from './CommandTaxRatesValidators';
 
@@ -32,36 +32,41 @@ export class CreateTaxRate {
    */
   public async createTaxRate(
     tenantId: number,
-    createTaxRateDTO: ICreateTaxRateDTO
+    createTaxRateDTO: ICreateTaxRateDTO,
+    trx?: Knex.Transaction
   ) {
     const { TaxRate } = this.tenancy.models(tenantId);
 
     // Validates the tax code uniquiness.
     await this.validators.validateTaxCodeUnique(
       tenantId,
-      createTaxRateDTO.code
+      createTaxRateDTO.code,
+      trx
     );
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onTaxRateCreating` event.
-      await this.eventPublisher.emitAsync(events.taxRates.onCreating, {
-        createTaxRateDTO,
-        tenantId,
-        trx,
-      } as ITaxRateCreatingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onTaxRateCreating` event.
+        await this.eventPublisher.emitAsync(events.taxRates.onCreating, {
+          createTaxRateDTO,
+          tenantId,
+          trx,
+        } as ITaxRateCreatingPayload);
 
-      const taxRate = await TaxRate.query(trx).insertAndFetch({
-        ...createTaxRateDTO,
-      });
+        const taxRate = await TaxRate.query(trx).insertAndFetch({
+          ...createTaxRateDTO,
+        });
+        // Triggers `onTaxRateCreated` event.
+        await this.eventPublisher.emitAsync(events.taxRates.onCreated, {
+          createTaxRateDTO,
+          taxRate,
+          tenantId,
+          trx,
+        } as ITaxRateCreatedPayload);
 
-      // Triggers `onTaxRateCreated` event.
-      await this.eventPublisher.emitAsync(events.taxRates.onCreated, {
-        createTaxRateDTO,
-        taxRate,
-        tenantId,
-        trx,
-      } as ITaxRateCreatedPayload);
-
-      return taxRate;
-    });
+        return taxRate;
+      },
+      trx
+    );
   }
 }

packages/server/src/services/TaxRates/TaxRatesExportable.ts

@@ -0,0 +1,18 @@
+import { Inject, Service } from 'typedi';
+import { Exportable } from '../Export/Exportable';
+import { TaxRatesApplication } from './TaxRatesApplication';
+
+@Service()
+export class TaxRatesExportable extends Exportable {
+  @Inject()
+  private taxRatesApplication: TaxRatesApplication;
+
+  /**
+   * Retrieves the accounts data to exportable sheet.
+   * @param {number} tenantId
+   * @returns
+   */
+  public exportable(tenantId: number) {
+    return this.taxRatesApplication.getTaxRates(tenantId);
+  }
+}

packages/server/src/services/TaxRates/TaxRatesImportable.SampleData.ts

@@ -0,0 +1,18 @@
+export const TaxRatesSampleData = [
+  {
+    'Tax Name': 'Value Added Tax',
+    Code: 'VAT-STD',
+    Rate: '20',
+    Description: 'Standard VAT rate applied to most goods and services.',
+    'Is Non Recoverable': 'F',
+    Active: 'T',
+  },
+  {
+    'Tax Name': 'Luxury Goods Tax',
+    Code: 'TAX-LUXURY',
+    Rate: '25',
+    Description: 'Tax imposed on the sale of luxury items.',
+    'Is Non Recoverable': 'T',
+    Active: 'T',
+  },
+];

packages/server/src/services/TaxRates/TaxRatesImportable.ts

@@ -0,0 +1,46 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { ICreateTaxRateDTO } from '@/interfaces';
+import { CreateTaxRate } from './CreateTaxRate';
+import { Importable } from '../Import/Importable';
+import { TaxRatesSampleData } from './TaxRatesImportable.SampleData';
+
+@Service()
+export class TaxRatesImportable extends Importable {
+  @Inject()
+  private createTaxRateService: CreateTaxRate;
+
+  /**
+   * Importing to tax rate creating service.
+   * @param {number} tenantId -
+   * @param {ICreateTaxRateDTO} ICreateTaxRateDTO -
+   * @param {Knex.Transaction} trx -
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createAccountDTO: ICreateTaxRateDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createTaxRateService.createTaxRate(
+      tenantId,
+      createAccountDTO,
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return TaxRatesSampleData;
+  }
+}

packages/server/src/subscribers/events.ts

@@ -659,6 +659,9 @@ export default {
 
     onUnexcluding: 'onBankTransactionUnexcluding',
     onUnexcluded: 'onBankTransactionUnexcluded',
+
+    onPendingRemoving: 'onBankTransactionPendingRemoving',
+    onPendingRemoved: 'onBankTransactionPendingRemoved',
   },
 
   bankAccount: {

packages/webapp/package.json

@@ -121,7 +121,7 @@
     "yup": "^0.28.1"
   },
   "scripts": {
-    "dev": "PORT=4000 craco start",
+    "dev": "cross-env PORT=4000 craco start",
     "build": "craco build",
     "test": "node scripts/test.js",
     "storybook": "start-storybook -p 6006"

packages/webapp/src/components/Details/index.tsx

@@ -1,6 +1,6 @@
 // @ts-nocheck
 import React from 'react';
-import classNames from 'classnames';
+import clsx from 'classnames';
 
 import '@/style/components/Details.scss';
 
@@ -24,7 +24,7 @@ export function DetailsMenu({
 }) {
   return (
     <div
-      className={classNames(
+      className={clsx(
         'details-menu',
         {
           'details-menu--vertical': direction === DIRECTION.VERTICAL,
@@ -44,16 +44,24 @@ export function DetailsMenu({
 /**
  * Detail item.
  */
-export function DetailItem({ label, children, name, align, className }) {
+export function DetailItem({
+  label,
+  children,
+  name,
+  align,
+  multiline,
+  className,
+}) {
   const { minLabelSize } = useDetailsMenuContext();
 
   return (
     <div
-      className={classNames(
+      className={clsx(
         'detail-item',
         {
           [`detail-item--${name}`]: name,
           [`align-${align}`]: align,
+          [`detail-item--multilines`]: multiline,
         },
         className,
       )}
@@ -66,7 +74,7 @@ export function DetailItem({ label, children, name, align, className }) {
       >
         {label}
       </div>
-      <div>{children}</div>
+      <div className={clsx('detail-item__content')}>{children}</div>
     </div>
   );
 }

packages/webapp/src/constants/query-keys/banking.ts

@@ -7,4 +7,7 @@ export const BANK_QUERY_KEY = {
     'RECOGNIZED_BANK_TRANSACTIONS_INFINITY',
   BANK_ACCOUNT_SUMMARY_META: 'BANK_ACCOUNT_SUMMARY_META',
   AUTOFILL_CATEGORIZE_BANK_TRANSACTION: 'AUTOFILL_CATEGORIZE_BANK_TRANSACTION',
+  PENDING_BANK_ACCOUNT_TRANSACTIONS: 'PENDING_BANK_ACCOUNT_TRANSACTIONS',
+  PENDING_BANK_ACCOUNT_TRANSACTIONS_INFINITY:
+    'PENDING_BANK_ACCOUNT_TRANSACTIONS_INFINITY',
 };

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

@@ -15,6 +15,8 @@ export function MakeJournalFormFooterLeft() {
         <FEditableText
           name={'description'}
           placeholder={intl.get('make_jorunal.decscrption.placeholder')}
+          multiline
+          fastField
         />
       </DescriptionFormGroup>
     </React.Fragment>

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsActionsBar.tsx

@@ -64,6 +64,7 @@ function AccountTransactionsActionsBar({
   uncategorizedTransationsIdsSelected,
   excludedTransactionsIdsSelected,
   openMatchingTransactionAside,
+  categorizedTransactionsSelected,
 
   // #withBankingActions
   enableMultipleCategorization,
@@ -194,7 +195,7 @@ function AccountTransactionsActionsBar({
   // Handle multi select transactions for categorization or matching.
   const handleMultipleCategorizingSwitch = (event) => {
     enableMultipleCategorization(event.currentTarget.checked);
-  }
+  };
   // Handle resume bank feeds syncing.
   const handleResumeFeedsSyncing = () => {
     openAlert('resume-feeds-syncing-bank-accounnt', {
@@ -208,6 +209,13 @@ function AccountTransactionsActionsBar({
     });
   };
 
+  // Handles uncategorize the categorized transactions in bulk.
+  const handleUncategorizeCategorizedBulkBtnClick = () => {
+    openAlert('uncategorize-transactions-bulk', {
+      uncategorizeTransactionsIds: categorizedTransactionsSelected,
+    });
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -297,6 +305,14 @@ function AccountTransactionsActionsBar({
             disabled={isUnexcludingLoading}
           />
         )}
+        {!isEmpty(categorizedTransactionsSelected) && (
+          <Button
+            text={'Uncategorize'}
+            onClick={handleUncategorizeCategorizedBulkBtnClick}
+            intent={Intent.DANGER}
+            minimal
+          />
+        )}
       </NavbarGroup>
 
       <NavbarGroup align={Alignment.RIGHT}>
@@ -379,10 +395,12 @@ export default compose(
       uncategorizedTransationsIdsSelected,
       excludedTransactionsIdsSelected,
       openMatchingTransactionAside,
+      categorizedTransactionsSelected,
     }) => ({
       uncategorizedTransationsIdsSelected,
       excludedTransactionsIdsSelected,
       openMatchingTransactionAside,
+      categorizedTransactionsSelected,
     }),
   ),
   withBankingActions,

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsDataTable.tsx

@@ -22,10 +22,11 @@ import { useMemorizedColumnsWidths } from '@/hooks';
 import { useAccountTransactionsColumns, ActionsMenu } from './components';
 import { useAccountTransactionsAllContext } from './AccountTransactionsAllBoot';
 import { useUnmatchMatchedUncategorizedTransaction } from '@/hooks/query/bank-rules';
+import { useUncategorizeTransaction } from '@/hooks/query';
 import { handleCashFlowTransactionType } from './utils';
 
 import { compose } from '@/utils';
-import { useUncategorizeTransaction } from '@/hooks/query';
+import { withBankingActions } from '../withBankingActions';
 
 /**
  * Account transactions data table.
@@ -39,6 +40,9 @@ function AccountTransactionsDataTable({
 
   // #withDrawerActions
   openDrawer,
+
+  // #withBankingActions
+  setCategorizedTransactionsSelected,
 }) {
   // Retrieve table columns.
   const columns = useAccountTransactionsColumns();
@@ -97,6 +101,15 @@ function AccountTransactionsDataTable({
       });
   };
 
+  // Handle selected rows change.
+  const handleSelectedRowsChange = (selected) => {
+    const selectedIds = selected
+      ?.filter((row) => row.original.uncategorized_transaction_id)
+      ?.map((row) => row.original.uncategorized_transaction_id);
+
+    setCategorizedTransactionsSelected(selectedIds);
+  };
+
   return (
     <CashflowTransactionsTable
       noInitialFetch={true}
@@ -119,6 +132,8 @@ function AccountTransactionsDataTable({
       vListOverscanRowCount={0}
       initialColumnsWidths={initialColumnsWidths}
       onColumnResizing={handleColumnResizing}
+      selectionColumn={true}
+      onSelectedRowsChange={handleSelectedRowsChange}
       noResults={<T id={'cash_flow.account_transactions.no_results'} />}
       className="table-constrant"
       payload={{
@@ -136,6 +151,7 @@ export default compose(
   })),
   withAlertsActions,
   withDrawerActions,
+  withBankingActions,
 )(AccountTransactionsDataTable);
 
 const DashboardConstrantTable = styled(DataTable)`

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsFilterTabs.tsx

@@ -20,7 +20,8 @@ export function AccountTransactionsFilterTabs() {
   const hasUncategorizedTransx = useMemo(
     () =>
       bankAccountMetaSummary?.totalUncategorizedTransactions > 0 ||
-      bankAccountMetaSummary?.totalExcludedTransactions > 0,
+      bankAccountMetaSummary?.totalExcludedTransactions > 0 ||
+      bankAccountMetaSummary?.totalPendingTransactions > 0,
     [bankAccountMetaSummary],
   );
 

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsUncategorizeFilter.tsx

@@ -1,4 +1,6 @@
 // @ts-nocheck
+import * as R from 'ramda';
+import { useMemo } from 'react';
 import { useAppQueryString } from '@/hooks';
 import { Group } from '@/components';
 import { useAccountTransactionsContext } from './AccountTransactionsProvider';
@@ -12,31 +14,49 @@ export function AccountTransactionsUncategorizeFilter() {
     bankAccountMetaSummary?.totalUncategorizedTransactions;
   const totalRecognized = bankAccountMetaSummary?.totalRecognizedTransactions;
 
+  const totalPending = bankAccountMetaSummary?.totalPendingTransactions;
+
   const handleTabsChange = (value) => {
     setLocationQuery({ uncategorizedFilter: value });
   };
 
+  const options = useMemo(
+    () =>
+      R.when(
+        () => totalPending > 0,
+        R.append({
+          value: 'pending',
+          label: (
+            <>
+              Pending <strong>({totalPending})</strong>
+            </>
+          ),
+        }),
+      )([
+        {
+          value: 'all',
+          label: (
+            <>
+              All <strong>({totalUncategorized})</strong>
+            </>
+          ),
+        },
+        {
+          value: 'recognized',
+          label: (
+            <>
+              Recognized <strong>({totalRecognized})</strong>
+            </>
+          ),
+        },
+      ]),
+    [totalPending, totalRecognized, totalUncategorized],
+  );
+
   return (
     <Group position={'apart'}>
       <TagsControl
-        options={[
-          {
-            value: 'all',
-            label: (
-              <>
-                All <strong>({totalUncategorized})</strong>
-              </>
-            ),
-          },
-          {
-            value: 'recognized',
-            label: (
-              <>
-                Recognized <strong>({totalRecognized})</strong>
-              </>
-            ),
-          },
-        ]}
+        options={options}
         value={locationQuery?.uncategorizedFilter || 'all'}
         onValueChange={handleTabsChange}
       />

packages/webapp/src/containers/CashFlow/AccountTransactions/AllTransactionsUncategorized.tsx

@@ -54,6 +54,12 @@ const AccountUncategorizedTransactions = lazy(() =>
   ).then((module) => ({ default: module.AccountUncategorizedTransactionsAll })),
 );
 
+const PendingTransactions = lazy(() =>
+  import('./PendingTransactions/PendingTransactions').then((module) => ({
+    default: module.PendingTransactions,
+  })),
+);
+
 /**
  * Switches between the account transactions tables.
  * @returns {React.ReactNode}
@@ -70,6 +76,8 @@ function AccountTransactionsSwitcher() {
     case 'all':
     default:
       return <AccountUncategorizedTransactions />;
+    case 'pending':
+      return <PendingTransactions />;
   }
 }
 

packages/webapp/src/containers/CashFlow/AccountTransactions/PendingTransactions/PendingTransactions.tsx

@@ -0,0 +1,14 @@
+import React from 'react';
+import { AccountTransactionsCard } from '../UncategorizedTransactions/AccountTransactionsCard';
+import { PendingTransactionsBoot } from './PendingTransactionsTableBoot';
+import { PendingTransactionsDataTable } from './PendingTransactionsTable';
+
+export function PendingTransactions() {
+  return (
+    <PendingTransactionsBoot>
+      <AccountTransactionsCard>
+        <PendingTransactionsDataTable />
+      </AccountTransactionsCard>
+    </PendingTransactionsBoot>
+  );
+}

packages/webapp/src/containers/CashFlow/AccountTransactions/PendingTransactions/PendingTransactionsTable.tsx

@@ -0,0 +1,107 @@
+// @ts-nocheck
+import React from 'react';
+import clsx from 'classnames';
+import styled from 'styled-components';
+import {
+  DataTable,
+  TableFastCell,
+  TableSkeletonRows,
+  TableSkeletonHeader,
+  TableVirtualizedListRows,
+} from '@/components';
+import withSettings from '@/containers/Settings/withSettings';
+import { withBankingActions } from '../../withBankingActions';
+
+import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
+import { usePendingTransactionsContext } from './PendingTransactionsTableBoot';
+import { usePendingTransactionsTableColumns } from './_hooks';
+
+import { compose } from '@/utils';
+
+/**
+ * Account transactions data table.
+ */
+function PendingTransactionsDataTableRoot({
+  // #withSettings
+  cashflowTansactionsTableSize,
+}) {
+  // Retrieve table columns.
+  const columns = usePendingTransactionsTableColumns();
+  const { scrollableRef } = useAccountTransactionsContext();
+
+  // Retrieve list context.
+  const { pendingTransactions, isPendingTransactionsLoading } =
+    usePendingTransactionsContext();
+
+  return (
+    <CashflowTransactionsTable
+      noInitialFetch={true}
+      columns={columns}
+      data={pendingTransactions || []}
+      sticky={true}
+      loading={isPendingTransactionsLoading}
+      headerLoading={isPendingTransactionsLoading}
+      TableCellRenderer={TableFastCell}
+      TableLoadingRenderer={TableSkeletonRows}
+      TableRowsRenderer={TableVirtualizedListRows}
+      TableHeaderSkeletonRenderer={TableSkeletonHeader}
+      // #TableVirtualizedListRows props.
+      vListrowHeight={cashflowTansactionsTableSize === 'small' ? 32 : 40}
+      vListOverscanRowCount={0}
+      noResults={'There is no pending transactions in the current account.'}
+      windowScrollerProps={{ scrollElement: scrollableRef }}
+      className={clsx('table-constrant')}
+    />
+  );
+}
+
+export const PendingTransactionsDataTable = compose(
+  withSettings(({ cashflowTransactionsSettings }) => ({
+    cashflowTansactionsTableSize: cashflowTransactionsSettings?.tableSize,
+  })),
+  withBankingActions,
+)(PendingTransactionsDataTableRoot);
+
+const DashboardConstrantTable = styled(DataTable)`
+  .table {
+    .thead {
+      .th {
+        background: #fff;
+        text-transform: uppercase;
+        letter-spacing: 1px;
+        font-size: 13px;i
+        font-weight: 500;
+      }
+    }
+
+    .tbody {
+      .tr:last-child .td {
+        border-bottom: 0;
+      }
+    }
+  }
+`;
+
+const CashflowTransactionsTable = styled(DashboardConstrantTable)`
+  .table .tbody {
+    .tbody-inner .tr.no-results {
+      .td {
+        padding: 2rem 0;
+        font-size: 14px;
+        color: #888;
+        font-weight: 400;
+        border-bottom: 0;
+      }
+    }
+
+    .tbody-inner {
+      .tr .td:not(:first-child) {
+        border-left: 1px solid #e6e6e6;
+      }
+
+      .td-description {
+        color: #5f6b7c;
+      }
+    }
+  }
+`;

packages/webapp/src/containers/CashFlow/AccountTransactions/PendingTransactions/PendingTransactionsTableBoot.tsx

@@ -0,0 +1,72 @@
+// @ts-nocheck
+import React from 'react';
+import { flatten, map } from 'lodash';
+import { IntersectionObserver } from '@/components';
+import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
+import { usePendingBankTransactionsInfinity } from '@/hooks/query/bank-rules';
+
+const PendingTransactionsContext = React.createContext();
+
+function flattenInfinityPagesData(data) {
+  return flatten(map(data.pages, (page) => page.data));
+}
+
+/**
+ * Account pending transctions provider.
+ */
+function PendingTransactionsBoot({ children }) {
+  const { accountId } = useAccountTransactionsContext();
+
+  // Fetches the pending transactions.
+  const {
+    data: pendingTransactionsPage,
+    isFetching: isPendingTransactionFetching,
+    isLoading: isPendingTransactionsLoading,
+    isSuccess: isPendingTransactionsSuccess,
+    isFetchingNextPage: isPendingTransactionFetchNextPage,
+    fetchNextPage: fetchNextPendingTransactionsPage,
+    hasNextPage: hasPendingTransactionsNextPage,
+  } = usePendingBankTransactionsInfinity({
+    account_id: accountId,
+    page_size: 50,
+  });
+  // Memorized the cashflow account transactions.
+  const pendingTransactions = React.useMemo(
+    () =>
+      isPendingTransactionsSuccess
+        ? flattenInfinityPagesData(pendingTransactionsPage)
+        : [],
+    [pendingTransactionsPage, isPendingTransactionsSuccess],
+  );
+  // Handle the observer ineraction.
+  const handleObserverInteract = React.useCallback(() => {
+    if (!isPendingTransactionFetching && hasPendingTransactionsNextPage) {
+      fetchNextPendingTransactionsPage();
+    }
+  }, [
+    isPendingTransactionFetching,
+    hasPendingTransactionsNextPage,
+    fetchNextPendingTransactionsPage,
+  ]);
+  // Provider payload.
+  const provider = {
+    pendingTransactions,
+    isPendingTransactionFetching,
+    isPendingTransactionsLoading,
+  };
+
+  return (
+    <PendingTransactionsContext.Provider value={provider}>
+      {children}
+      <IntersectionObserver
+        onIntersect={handleObserverInteract}
+        enabled={!isPendingTransactionFetchNextPage}
+      />
+    </PendingTransactionsContext.Provider>
+  );
+}
+
+const usePendingTransactionsContext = () =>
+  React.useContext(PendingTransactionsContext);
+
+export { PendingTransactionsBoot, usePendingTransactionsContext };

packages/webapp/src/containers/CashFlow/AccountTransactions/PendingTransactions/_hooks.tsx

@@ -0,0 +1,65 @@
+import { useMemo } from 'react';
+import intl from 'react-intl-universal';
+
+/**
+ * Retrieve account pending transctions table columns.
+ */
+export function usePendingTransactionsTableColumns() {
+  return useMemo(
+    () => [
+      {
+        id: 'date',
+        Header: intl.get('date'),
+        accessor: 'formatted_date',
+        width: 40,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'description',
+        Header: 'Description',
+        accessor: 'description',
+        width: 160,
+        textOverview: true,
+        clickable: true,
+      },
+      {
+        id: 'payee',
+        Header: 'Payee',
+        accessor: 'payee',
+        width: 60,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'reference_number',
+        Header: 'Ref.#',
+        accessor: 'reference_no',
+        width: 50,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'deposit',
+        Header: intl.get('cash_flow.label.deposit'),
+        accessor: 'formatted_deposit_amount',
+        width: 40,
+        className: 'deposit',
+        textOverview: true,
+        align: 'right',
+        clickable: true,
+      },
+      {
+        id: 'withdrawal',
+        Header: intl.get('cash_flow.label.withdrawal'),
+        accessor: 'formatted_withdrawal_amount',
+        className: 'withdrawal',
+        width: 40,
+        textOverview: true,
+        align: 'right',
+        clickable: true,
+      },
+    ],
+    [],
+  );
+}

packages/webapp/src/containers/CashFlow/AccountTransactions/alerts/UncategorizeBankTransactionsBulkAlert.tsx

@@ -0,0 +1,69 @@
+// @ts-nocheck
+import React from 'react';
+import { Intent, Alert } from '@blueprintjs/core';
+
+import { AppToaster, FormattedMessage as T } from '@/components';
+import withAlertStoreConnect from '@/containers/Alert/withAlertStoreConnect';
+import withAlertActions from '@/containers/Alert/withAlertActions';
+
+import { useUncategorizeTransactionsBulkAction } from '@/hooks/query/bank-transactions';
+import { compose } from '@/utils';
+
+/**
+ * Uncategorize bank account transactions in build alert.
+ */
+function UncategorizeBankTransactionsBulkAlert({
+  name,
+
+  // #withAlertStoreConnect
+  isOpen,
+  payload: { uncategorizeTransactionsIds },
+
+  // #withAlertActions
+  closeAlert,
+}) {
+  const { mutateAsync: uncategorizeTransactions, isLoading } =
+    useUncategorizeTransactionsBulkAction();
+
+  // Handle activate item alert cancel.
+  const handleCancelActivateItem = () => {
+    closeAlert(name);
+  };
+
+  // Handle confirm item activated.
+  const handleConfirmItemActivate = () => {
+    uncategorizeTransactions({ ids: uncategorizeTransactionsIds })
+      .then(() => {
+        AppToaster.show({
+          message: 'The bank feeds of the bank account has been resumed.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch((error) => {})
+      .finally(() => {
+        closeAlert(name);
+      });
+  };
+
+  return (
+    <Alert
+      cancelButtonText={<T id={'cancel'} />}
+      confirmButtonText={'Uncategorize Transactions'}
+      intent={Intent.DANGER}
+      isOpen={isOpen}
+      onCancel={handleCancelActivateItem}
+      loading={isLoading}
+      onConfirm={handleConfirmItemActivate}
+    >
+      <p>
+        Are you sure want to uncategorize the selected bank transactions, this
+        action is not reversible but you can always categorize them again?
+      </p>
+    </Alert>
+  );
+}
+
+export default compose(
+  withAlertStoreConnect(),
+  withAlertActions,
+)(UncategorizeBankTransactionsBulkAlert);

packages/webapp/src/containers/CashFlow/AccountTransactions/alerts/index.ts

@@ -9,6 +9,10 @@ const PauseFeedsBankAccountAlert = React.lazy(
   () => import('./PauseFeedsBankAccount'),
 );
 
+const UncategorizeTransactionsBulkAlert = React.lazy(
+  () => import('./UncategorizeBankTransactionsBulkAlert'),
+);
+
 /**
  * Bank account alerts.
  */
@@ -21,4 +25,8 @@ export const BankAccountAlerts = [
     name: 'pause-feeds-syncing-bank-accounnt',
     component: PauseFeedsBankAccountAlert,
   },
+  {
+    name: 'uncategorize-transactions-bulk',
+    component: UncategorizeTransactionsBulkAlert,
+  },
 ];

packages/webapp/src/containers/CashFlow/CategorizeTransactionAside/MatchingReconcileTransactionAside/MatchingReconcileTransactionBoot.tsx

@@ -1,6 +1,8 @@
-import { useAccounts, useBranches } from '@/hooks/query';
-import { Spinner } from '@blueprintjs/core';
 import React from 'react';
+import { Spinner } from '@blueprintjs/core';
+import { Features } from '@/constants';
+import { useAccounts, useBranches } from '@/hooks/query';
+import { useFeatureCan } from '@/hooks/state';
 
 interface MatchingReconcileTransactionBootProps {
   children: React.ReactNode;
@@ -15,8 +17,17 @@ const MatchingReconcileTransactionBootContext =
 export function MatchingReconcileTransactionBoot({
   children,
 }: MatchingReconcileTransactionBootProps) {
+  // Detarmines whether the feature is enabled.
+  const { featureCan } = useFeatureCan();
+  const isBranchFeatureCan = featureCan(Features.Branches);
+
   const { data: accounts, isLoading: isAccountsLoading } = useAccounts({}, {});
-  const { data: branches, isLoading: isBranchesLoading } = useBranches({}, {});
+  const { data: branches, isLoading: isBranchesLoading } = useBranches(
+    {},
+    {
+      enabled: isBranchFeatureCan,
+    },
+  );
 
   const provider = {
     accounts,

packages/webapp/src/containers/CashFlow/CategorizeTransactionAside/MatchingReconcileTransactionAside/MatchingReconcileTransactionForm.tsx

@@ -10,6 +10,7 @@ import {
   Box,
   BranchSelect,
   FDateInput,
+  FeatureCan,
   FFormGroup,
   FInputGroup,
   FMoneyInputGroup,
@@ -30,6 +31,7 @@ import { useAccountTransactionsContext } from '../../AccountTransactions/Account
 import { MatchingReconcileFormSchema } from './MatchingReconcileTransactionForm.schema';
 import { initialValues, transformToReq } from './_utils';
 import { withBanking } from '../../withBanking';
+import { Features } from '@/constants';
 
 interface MatchingReconcileTransactionFormProps {
   onSubmitSuccess?: (values: any) => void;
@@ -205,26 +207,28 @@ function CreateReconcileTransactionContent() {
         <FInputGroup name={'reference_no'} />
       </FFormGroup>
 
-      <FFormGroup
-        name={'branchId'}
-        label={'Branch'}
-        labelInfo={<Tag minimal>Required</Tag>}
-        fastField
-      >
-        <BranchSelect
+      <FeatureCan feature={Features.Branches}>
+        <FFormGroup
           name={'branchId'}
-          branches={branches}
-          popoverProps={{
-            minimal: false,
-            position: Position.LEFT,
-            modifiers: {
-              preventOverflow: { enabled: true },
-            },
-            boundary: 'viewport',
-          }}
+          label={'Branch'}
+          labelInfo={<Tag minimal>Required</Tag>}
           fastField
-        />
-      </FFormGroup>
+        >
+          <BranchSelect
+            name={'branchId'}
+            branches={branches}
+            popoverProps={{
+              minimal: false,
+              position: Position.LEFT,
+              modifiers: {
+                preventOverflow: { enabled: true },
+              },
+              boundary: 'viewport',
+            }}
+            fastField
+          />
+        </FFormGroup>
+      </FeatureCan>
     </Box>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransactionAside/utils.ts

@@ -1,8 +1,8 @@
+import { useMemo } from 'react';
 import { useFormikContext } from 'formik';
+import { round } from 'lodash';
 import { MatchingTransactionFormValues } from './types';
 import { useMatchingTransactionBoot } from './MatchingTransactionBoot';
-import { useCategorizeTransactionTabsBoot } from './CategorizeTransactionTabsBoot';
-import { useMemo } from 'react';
 
 export const transformToReq = (
   values: MatchingTransactionFormValues,
@@ -38,7 +38,7 @@ export const useGetPendingAmountMatched = () => {
     );
     const pendingAmount = totalPending - totalMatchedAmount;
 
-    return pendingAmount;
+    return round(pendingAmount, 2);
   }, [totalPending, perfectMatches, possibleMatches, values]);
 };
 

packages/webapp/src/containers/CashFlow/withBanking.ts

@@ -22,6 +22,9 @@ export const withBanking = (mapState) => {
 
       transactionsToCategorizeIdsSelected:
         state.plaid.transactionsToCategorizeSelected,
+
+      categorizedTransactionsSelected:
+        state.plaid.categorizedTransactionsSelected,
     };
     return mapState ? mapState(mapped, state, props) : mapped;
   };

packages/webapp/src/containers/CashFlow/withBankingActions.ts

@@ -13,6 +13,8 @@ import {
   enableMultipleCategorization,
   addTransactionsToCategorizeSelected,
   removeTransactionsToCategorizeSelected,
+  setCategorizedTransactionsSelected,
+  resetCategorizedTransactionsSelected,
 } from '@/store/banking/banking.reducer';
 
 export interface WithBankingActionsProps {
@@ -35,6 +37,9 @@ export interface WithBankingActionsProps {
   resetTransactionsToCategorizeSelected: () => void;
 
   enableMultipleCategorization: (enable: boolean) => void;
+
+  setCategorizedTransactionsSelected: (ids: Array<string | number>) => void;
+  resetCategorizedTransactionsSelected: () => void;
 }
 
 const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
@@ -120,6 +125,19 @@ const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
    */
   enableMultipleCategorization: (enable: boolean) =>
     dispatch(enableMultipleCategorization({ enable })),
+
+  /**
+   * Sets the selected ids of the categorized transactions.
+   * @param {Array<string | number>} ids
+   */
+  setCategorizedTransactionsSelected: (ids: Array<string | number>) =>
+    dispatch(setCategorizedTransactionsSelected({ ids })),
+
+  /**
+   * Resets the selected categorized transcations.
+   */
+  resetCategorizedTransactionsSelected: () =>
+    dispatch(resetCategorizedTransactionsSelected()),
 });
 
 export const withBankingActions = connect<

packages/webapp/src/containers/Dialogs/ExportDialog/constants.ts

@@ -14,4 +14,5 @@ export const ExportResources = [
   { value: 'bill', text: 'Bills' },
   { value: 'bill_payment', text: 'Bill Payments' },
   { value: 'vendor_credit', text: 'Vendor Credits' },
+  { value: 'tax_rate', text: 'Tax Rate' },
 ];

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

@@ -20,7 +20,9 @@ export default function BillDetailFooter() {
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={bill.note}>
-          <DetailItem label={<T id={'note'} />}>{bill.note}</DetailItem>
+          <DetailItem label={<T id={'note'} />} multiline>
+            {bill.note}
+          </DetailItem>
         </If>
       </DetailsMenu>
     </CommercialDocFooter>

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

@@ -9,7 +9,10 @@ export function CashflowTransactionDrawerFooter() {
   return (
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
-        <DetailItem label={<T id={'cash_flow.drawer.label.statement'} />}>
+        <DetailItem
+          label={<T id={'cash_flow.drawer.label.statement'} />}
+          multiline
+        >
           {cashflowTransaction.description}
         </DetailItem>
       </DetailsMenu>

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

@@ -21,11 +21,15 @@ export default function CreditNoteDetailFooter() {
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={creditNote.terms_conditions}>
-          <DetailItem label={<T id={'note'} />} children={creditNote.note} />
+          <DetailItem
+            label={<T id={'note'} />}
+            children={creditNote.note}
+            multiline
+          />
         </If>
 
         <If condition={creditNote.terms_conditions}>
-          <DetailItem label={<T id={'terms_conditions'} />}>
+          <DetailItem label={<T id={'terms_conditions'} />} multiline>
             {creditNote.terms_conditions}
           </DetailItem>
         </If>

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

@@ -16,17 +16,20 @@ import { useEstimateDetailDrawerContext } from './EstimateDetailDrawerProvider';
  */
 export default function EstimateDetailFooter() {
   const { estimate } = useEstimateDetailDrawerContext();
-  
+
   return (
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={estimate.terms_conditions}>
-          <DetailItem label={<T id={'estimate.details.terms_conditions'} />}>
+          <DetailItem
+            label={<T id={'estimate.details.terms_conditions'} />}
+            multiline
+          >
             {estimate.terms_conditions}
           </DetailItem>
         </If>
         <If condition={estimate.note}>
-          <DetailItem label={<T id={'estimate.details.note'} />}>
+          <DetailItem label={<T id={'estimate.details.note'} />} multiline>
             {estimate.note}
           </DetailItem>
         </If>

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

@@ -23,13 +23,16 @@ export function InvoiceDetailFooter() {
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={invoice.terms_conditions}>
-          <DetailItem label={<T id={'terms_conditions'} />}>
+          <DetailItem label={<T id={'terms_conditions'} />} multiline>
             {invoice.terms_conditions}
           </DetailItem>
         </If>
 
         <If condition={invoice.invoice_message}>
-          <DetailItem label={<T id={'invoice.details.invoice_message'} />}>
+          <DetailItem
+            label={<T id={'invoice.details.invoice_message'} />}
+            multiline
+          >
             {invoice.invoice_message}
           </DetailItem>
         </If>

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

@@ -20,7 +20,10 @@ export function PaymentMadeDetailFooter() {
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={paymentMade.statement}>
-          <DetailItem label={<T id={'payment_made.details.statement'} />}>
+          <DetailItem
+            label={<T id={'payment_made.details.statement'} />}
+            multiline
+          >
             {paymentMade.statement}
           </DetailItem>
         </If>

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

@@ -16,12 +16,15 @@ import { usePaymentReceiveDetailContext } from './PaymentReceiveDetailProvider';
  */
 export default function PaymentReceiveDetailFooter() {
   const { paymentReceive } = usePaymentReceiveDetailContext();
-  
+
   return (
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={paymentReceive.statement}>
-          <DetailItem label={<T id={'payment_receive.details.statement'} />}>
+          <DetailItem
+            label={<T id={'payment_receive.details.statement'} />}
+            multiline
+          >
             {paymentReceive.statement}
           </DetailItem>
         </If>

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

@@ -21,12 +21,15 @@ export default function ReceiptDetailFooter() {
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'180px'}>
         <If condition={receipt.statement}>
-          <DetailItem label={<T id={'receipt.details.statement'} />}>
+          <DetailItem label={<T id={'receipt.details.statement'} />} multiline>
             {receipt.statement}
           </DetailItem>
         </If>
         <If condition={receipt.receipt_message}>
-          <DetailItem label={<T id={'receipt.details.receipt_message'} />}>
+          <DetailItem
+            label={<T id={'receipt.details.receipt_message'} />}
+            multiline
+          >
             {receipt.receipt_message}
           </DetailItem>
         </If>

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

@@ -16,7 +16,11 @@ export function VendorCreditDetailFooter() {
     <CommercialDocFooter>
       <DetailsMenu direction={'horizantal'} minLabelSize={'150px'}>
         <If condition={vendorCredit.note}>
-          <DetailItem label={<T id={'note'} />} children={vendorCredit.note} />
+          <DetailItem
+            label={<T id={'note'} />}
+            children={vendorCredit.note}
+            multiline
+          />
         </If>
       </DetailsMenu>
     </CommercialDocFooter>

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

@@ -14,6 +14,8 @@ export function ExpenseFormFooterLeft() {
         <FEditableText
           name={'description'}
           placeholder={<T id={'expenses.decscrption.placeholder'} />}
+          multiline
+          fastField
         />
       </DescriptionFormGroup>
     </React.Fragment>

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

@@ -15,6 +15,8 @@ export function BillFormFooterLeft() {
         <FEditableText
           name={'note'}
           placeholder={intl.get('bill_form.label.note.placeholder')}
+          fastField
+          multiline
         />
       </TermsConditsFormGroup>
     </React.Fragment>

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

@@ -15,6 +15,8 @@ export function VendorCreditNoteFormFooterLeft() {
         <FEditableText
           name={'note'}
           placeholder={intl.get('vendor_credit_form.note.placeholder')}
+          multiline
+          fastField
         />
       </TermsConditsFormGroup>
     </React.Fragment>

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

@@ -20,7 +20,8 @@ export function PaymentMadeFormFooterLeft() {
         <FEditableText
           name={'statement'}
           placeholder={intl.get('payment_made.form.internal_note.placeholder')}
-          fastField={true}
+          fastField
+          multiline
         />
       </InternalNoteFormGroup>
     </React.Fragment>

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

@@ -15,6 +15,8 @@ export function CreditNoteFormFooterLeft() {
         <FEditableText
           name={'note'}
           placeholder={intl.get('credit_note.label_customer_note.placeholder')}
+          multiline
+          fastField
         />
       </CreditNoteMsgFormGroup>
       {/* --------- Terms and conditions --------- */}
@@ -27,6 +29,8 @@ export function CreditNoteFormFooterLeft() {
           placeholder={intl.get(
             'credit_note.label_terms_and_conditions.placeholder',
           )}
+          multiline
+          fastField
         />
       </TermsConditsFormGroup>
     </React.Fragment>

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

@@ -16,6 +16,8 @@ export function EstimateFormFooterLeft() {
         <FEditableText
           name={'note'}
           placeholder={intl.get('estimate_form.customer_note.placeholder')}
+          multiline
+          fastField
         />
       </EstimateMsgFormGroup>
 
@@ -26,7 +28,11 @@ export function EstimateFormFooterLeft() {
       >
         <FEditableText
           name={'terms_conditions'}
-          placeholder={intl.get('estimate_form.terms_and_conditions.placeholder')}
+          placeholder={intl.get(
+            'estimate_form.terms_and_conditions.placeholder',
+          )}
+          multiline
+          fastField
         />
       </TermsConditsFormGroup>
     </React.Fragment>

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

@@ -15,6 +15,8 @@ export function InvoiceFormFooterLeft() {
         <FEditableText
           name={'invoice_message'}
           placeholder={intl.get('invoice_form.invoice_message.placeholder')}
+          fastField
+          multiline
         />
       </InvoiceMsgFormGroup>
 
@@ -28,6 +30,8 @@ export function InvoiceFormFooterLeft() {
           placeholder={intl.get(
             'invoice_form.terms_and_conditions.placeholder',
           )}
+          multiline
+          fastField
         />
       </TermsConditsFormGroup>
     </React.Fragment>

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

@@ -18,7 +18,8 @@ export function PaymentReceiveFormFootetLeft() {
           placeholder={intl.get(
             'payment_receive_form.internal_note.placeholder',
           )}
-          fastField={true}
+          fastField
+          multiline
         />
       </TermsConditsFormGroup>
     </React.Fragment>

packages/webapp/src/containers/Sales/Receipts/ReceiptForm/ReceiptFormFooterLeft.tsx

@@ -16,6 +16,8 @@ export function ReceiptFormFooterLeft() {
         <FEditableText
           name={'receipt_message'}
           placeholder={intl.get('receipt_form.receipt_message.placeholder')}
+          multiline
+          fastField
         />
       </ReceiptMsgFormGroup>
 
@@ -29,6 +31,8 @@ export function ReceiptFormFooterLeft() {
           placeholder={intl.get(
             'receipt_form.terms_and_conditions.placeholder',
           )}
+          multiline
+          fastField
         />
       </TermsConditsFormGroup>
     </React.Fragment>

packages/webapp/src/containers/TaxRates/containers/TaxRatesImport.tsx

@@ -0,0 +1,25 @@
+// @ts-nocheck
+import { useHistory } from 'react-router-dom';
+import { DashboardInsider } from '@/components';
+import { ImportView } from '@/containers/Import';
+
+export default function TaxRatesImport() {
+  const history = useHistory();
+
+  const handleCancelBtnClick = () => {
+    history.push('/tax-rates');
+  };
+  const handleImportSuccess = () => {
+    history.push('/tax-rates');
+  };
+
+  return (
+    <DashboardInsider name={'import-tax-rates'}>
+      <ImportView
+        resource={'tax-rate'}
+        onCancelClick={handleCancelBtnClick}
+        onImportSuccess={handleImportSuccess}
+      />
+    </DashboardInsider>
+  );
+}

packages/webapp/src/containers/TaxRates/containers/TaxRatesLandingActionsBar.tsx

@@ -13,6 +13,7 @@ import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import { DialogsName } from '@/constants/dialogs';
 import { compose } from '@/utils';
+import { useHistory } from 'react-router-dom';
 
 /**
  * Tax rates actions bar.
@@ -21,11 +22,21 @@ function TaxRatesActionsBar({
   // #withDialogActions
   openDialog,
 }) {
+  const history = useHistory();
+
   // Handle `new item` button click.
   const onClickNewItem = () => {
     openDialog(DialogsName.TaxRateForm);
   };
 
+  const handleImportBtnClick = () => {
+    history.push('/tax-rates/import');
+  };
+
+  const handleExportBtnClick = () => {
+    openDialog(DialogsName.Export, { resource: 'tax_rate' });
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -43,11 +54,13 @@ function TaxRatesActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnClick}
         />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="file-export-16" iconSize={16} />}
           text={<T id={'export'} />}
+          onClick={handleExportBtnClick}
         />
       </NavbarGroup>
     </DashboardActionsBar>

packages/webapp/src/containers/WarehouseTransfers/WarehouseTransferForm/WarehouseTransferFormFooterLeft.tsx

@@ -15,6 +15,8 @@ export function WarehouseTransferFormFooterLeft() {
         <FEditableText
           name={'reason'}
           placeholder={intl.get('warehouse_transfer.form.reason.placeholder')}
+          multiline
+          fastField
         />
       </TermsConditsFormGroup>
     </React.Fragment>

packages/webapp/src/hooks/query/bank-rules.ts

@@ -686,3 +686,34 @@ export function useExcludedBankTransactionsInfinity(
     },
   );
 }
+
+export function usePendingBankTransactionsInfinity(
+  query,
+  infinityProps,
+  axios,
+) {
+  const apiRequest = useApiRequest();
+
+  return useInfiniteQuery(
+    [BANK_QUERY_KEY.PENDING_BANK_ACCOUNT_TRANSACTIONS_INFINITY, query],
+    async ({ pageParam = 1 }) => {
+      const response = await apiRequest.http({
+        ...axios,
+        method: 'get',
+        url: `/api/banking/bank_accounts/pending_transactions`,
+        params: { page: pageParam, ...query },
+      });
+      return response.data;
+    },
+    {
+      getPreviousPageParam: (firstPage) => firstPage.pagination.page - 1,
+      getNextPageParam: (lastPage) => {
+        const { pagination } = lastPage;
+        return pagination.total > pagination.page_size * pagination.page
+          ? lastPage.pagination.page + 1
+          : undefined;
+      },
+      ...infinityProps,
+    },
+  );
+}

packages/webapp/src/hooks/query/bank-transaction.ts

@@ -0,0 +1,28 @@
+// @ts-nocheck
+import { useQuery, UseQueryOptions, UseQueryResult } from 'react-query';
+import useApiRequest from '../useRequest';
+import { BANK_QUERY_KEY } from '@/constants/query-keys/banking';
+
+interface GetBankRuleRes {}
+
+/**
+ * Retrieve the given bank rule.
+ * @param {number} bankRuleId -
+ * @param {UseQueryOptions<GetBankRuleRes, Error>} options -
+ * @returns {UseQueryResult<GetBankRuleRes, Error>}
+ */
+export function usePendingBankAccountTransactions(
+  bankRuleId: number,
+  options?: UseQueryOptions<GetBankRuleRes, Error>,
+): UseQueryResult<GetBankRuleRes, Error> {
+  const apiRequest = useApiRequest();
+
+  return useQuery<GetBankRuleRes, Error>(
+    [BANK_QUERY_KEY.PENDING_BANK_ACCOUNT_TRANSACTIONS],
+    () =>
+      apiRequest
+        .get(`/banking/bank_account/pending_transactions`)
+        .then((res) => res.data),
+    { ...options },
+  );
+}

packages/webapp/src/hooks/query/bank-transactions.ts

@@ -0,0 +1,65 @@
+// @ts-nocheck
+import {
+  useMutation,
+  UseMutationOptions,
+  UseMutationResult,
+  useQueryClient,
+} from 'react-query';
+import useApiRequest from '../useRequest';
+import { BANK_QUERY_KEY } from '@/constants/query-keys/banking';
+import t from './types';
+
+type UncategorizeTransactionsBulkValues = { ids: Array<number> };
+interface UncategorizeBankTransactionsBulkResponse {}
+
+/**
+ * Uncategorize the given categorized transactions in bulk.
+ * @param {UseMutationResult<PuaseFeedsBankAccountResponse, Error, ExcludeBankTransactionValue>} options
+ * @returns {UseMutationResult<PuaseFeedsBankAccountResponse, Error, ExcludeBankTransactionValue>}
+ */
+export function useUncategorizeTransactionsBulkAction(
+  options?: UseMutationOptions<
+    UncategorizeBankTransactionsBulkResponse,
+    Error,
+    UncategorizeTransactionsBulkValues
+  >,
+): UseMutationResult<
+  UncategorizeBankTransactionsBulkResponse,
+  Error,
+  UncategorizeTransactionsBulkValues
+> {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<
+    UncategorizeBankTransactionsBulkResponse,
+    Error,
+    UncategorizeTransactionsBulkValues
+  >(
+    (value) =>
+      apiRequest.post(`/cashflow/transactions/uncategorize/bulk`, {
+        ids: value.ids,
+      }),
+    {
+      onSuccess: (res, values) => {
+        // Invalidate the account uncategorized transactions.
+        queryClient.invalidateQueries(
+          t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
+        );
+        // Invalidate the account transactions.
+        queryClient.invalidateQueries(t.CASHFLOW_ACCOUNT_TRANSACTIONS_INFINITY);
+
+        // Invalidate bank account summary.
+        queryClient.invalidateQueries(BANK_QUERY_KEY.BANK_ACCOUNT_SUMMARY_META);
+
+        // Invalidate the recognized transactions.
+        queryClient.invalidateQueries([
+          BANK_QUERY_KEY.RECOGNIZED_BANK_TRANSACTIONS_INFINITY,
+        ]);
+        // Invalidate the account.
+        queryClient.invalidateQueries(t.ACCOUNT);
+      },
+      ...options,
+    },
+  );
+}

packages/webapp/src/routes/dashboard.tsx

@@ -1213,6 +1213,14 @@ export const getDashboardRoutes = () => [
     ),
     pageTitle: intl.get('sidebar.projects'),
   },
+  {
+    path: '/tax-rates/import',
+    component: lazy(
+      () => import('@/containers/TaxRates/containers/TaxRatesImport'),
+    ),
+    pageTitle: 'Tax Rates',
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+  },
   {
     path: '/tax-rates',
     component: lazy(

packages/webapp/src/store/banking/banking.reducer.ts

@@ -12,6 +12,8 @@ interface StorePlaidState {
   transactionsToCategorizeSelected: Array<number | string>;
 
   enableMultipleCategorization: boolean;
+
+  categorizedTransactionsSelected: Array<number | string>;
 }
 
 export const PlaidSlice = createSlice({
@@ -28,6 +30,7 @@ export const PlaidSlice = createSlice({
     excludedTransactionsSelected: [],
     transactionsToCategorizeSelected: [],
     enableMultipleCategorization: false,
+    categorizedTransactionsSelected: [],
   } as StorePlaidState,
   reducers: {
     setPlaidId: (state: StorePlaidState, action: PayloadAction<string>) => {
@@ -176,6 +179,26 @@ export const PlaidSlice = createSlice({
     ) => {
       state.enableMultipleCategorization = action.payload.enable;
     },
+
+    /**
+     * Sets the selected ids of the categorized transactions.
+     * @param {StorePlaidState}
+     * @param {PayloadAction<{ ids: Array<string | number> }>}
+     */
+    setCategorizedTransactionsSelected: (
+      state: StorePlaidState,
+      action: PayloadAction<{ ids: Array<string | number> }>,
+    ) => {
+      state.categorizedTransactionsSelected = action.payload.ids;
+    },
+
+    /**
+     * Resets the selected categorized transcations.
+     * @param {StorePlaidState}
+     */
+    resetCategorizedTransactionsSelected: (state: StorePlaidState) => {
+      state.categorizedTransactionsSelected = [];
+    },
   },
 });
 
@@ -195,6 +218,8 @@ export const {
   removeTransactionsToCategorizeSelected,
   resetTransactionsToCategorizeSelected,
   enableMultipleCategorization,
+  setCategorizedTransactionsSelected,
+  resetCategorizedTransactionsSelected,
 } = PlaidSlice.actions;
 
 export const getPlaidToken = (state: any) => state.plaid.plaidToken;

packages/webapp/src/style/components/Details.scss

@@ -48,6 +48,13 @@
     &__content {
       text-transform: capitalize;
     }
+
+    &.detail-item--multilines{
+
+      .detail-item__content{
+        white-space: pre-line;
+      }
+    }
   }
 
   + .details-menu{