fix: Add publish manual journal from details drawer

fix: Some bank account details hidden

CHANGELOG.md

@@ -2,6 +2,27 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+## [0.19.4] - 18-08-2024
+
+* fix: Allow multi-lines to statements transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/594
+* feat: Add amount comparators to amount bank rule field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/595
+* fix: Transaction type and description do not show in general ledger. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/596
+* fix: Refresh accounts and account transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/597
+* fix: Typo payments made by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/598
+* fix: Typo categories list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/600
+* fix: Autofill the quick created customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/601
+* fix: Remove views tabs from receipts list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/602
+* fix: Typo payment receive messages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/599
+* fix: Enhance Dropzone visual of  accept and reject modes by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/603
+* fix:  Matching bank transactions should create associate payment transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/606
+* fix: Change Dropzone title and subtitle by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/607
+* fix: Inconsistance page size of paginated data tables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/604
+* fix: Database connection lost error by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/611
+* fix: Language typos by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/613
+* Fix: Correctly display Date, Published At, and Created At in ExpenseDrawerHeader by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/612
+* fix: Delete bank account with uncategorized transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/614
+* feat: activate/inactivate account from drawer details by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/615
+
 ## [v0.18.0] - 10-08-2024
 
 * feat: Bank rules for automated categorization by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511

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

@@ -164,6 +164,10 @@ export class Transformer {
     return date ? moment(date).format(this.dateFormat) : '';
   }
 
+  protected formatDateFromNow(date){
+    return date ? moment(date).fromNow(true) : '';
+  }
+
   /**
    *
    * @param number

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

@@ -257,25 +257,25 @@ export default {
       name: 'item.field.sell_price',
       fieldType: 'number',
     },
-    cost_price: {
+    costPrice: {
       name: 'item.field.cost_price',
       fieldType: 'number',
     },
-    costAccount: {
+    costAccountId: {
       name: 'item.field.cost_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       importHint: 'Matches the account name or code.',
     },
-    sellAccount: {
+    sellAccountId: {
       name: 'item.field.sell_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       importHint: 'Matches the account name or code.',
     },
-    inventoryAccount: {
+    inventoryAccountId: {
       name: 'item.field.inventory_account',
       fieldType: 'relation',
       relationModel: 'Account',

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

@@ -8,7 +8,12 @@ export class CashflowAccountTransformer extends Transformer {
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount'];
+    return [
+      'formattedAmount',
+      'lastFeedsUpdatedAt',
+      'lastFeedsUpdatedAtFormatted',
+      'lastFeedsUpdatedFromNow',
+    ];
   };
 
   /**
@@ -37,4 +42,22 @@ export class CashflowAccountTransformer extends Transformer {
       currencyCode: account.currencyCode,
     });
   };
+
+  /**
+   * Retrieves the last feeds update at formatted date.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected lastFeedsUpdatedAtFormatted(account: IAccount): string {
+    return this.formatDate(account.lastFeedsUpdatedAt);
+  }
+
+  /**
+   * Retrieves the last feeds updated from now.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected lastFeedsUpdatedFromNow(account: IAccount): string {
+    return this.formatDateFromNow(account.lastFeedsUpdatedAt);
+  }
 }

packages/server/src/services/Items/CreateItem.ts

@@ -43,12 +43,22 @@ export class CreateItem {
         itemDTO.sellAccountId
       );
     }
+    // Validate the income account id existance if the item is sellable.
+    this.validators.validateIncomeAccountExistance(
+      itemDTO.sellable,
+      itemDTO.sellAccountId
+    );
     if (itemDTO.costAccountId) {
       await this.validators.validateItemCostAccountExistance(
         tenantId,
         itemDTO.costAccountId
       );
     }
+    // Validate the cost account id existance if the item is purchasable.
+    this.validators.validateCostAccountExistance(
+      itemDTO.purchasable,
+      itemDTO.costAccountId
+    );
     if (itemDTO.inventoryAccountId) {
       await this.validators.validateItemInventoryAccountExistance(
         tenantId,

packages/server/src/services/Items/EditItem.ts

@@ -55,6 +55,11 @@ export class EditItem {
         itemDTO.categoryId
       );
     }
+    // Validate the income account id existance if the item is sellable.
+    this.validators.validateIncomeAccountExistance(
+      itemDTO.sellable,
+      itemDTO.sellAccountId
+    );
     // Validate the sell account existance on the storage.
     if (itemDTO.sellAccountId) {
       await this.validators.validateItemSellAccountExistance(
@@ -62,6 +67,11 @@ export class EditItem {
         itemDTO.sellAccountId
       );
     }
+    // Validate the cost account id existance if the item is purchasable.
+    this.validators.validateCostAccountExistance(
+      itemDTO.purchasable,
+      itemDTO.costAccountId
+    );
     // Validate the cost account existance on the storage.
     if (itemDTO.costAccountId) {
       await this.validators.validateItemCostAccountExistance(

packages/server/src/services/Items/ItemValidators.ts

@@ -85,6 +85,42 @@ export class ItemsValidators {
     }
   }
 
+  /**
+   * Validates income account existance.
+   * @param {number|null} sellable - Detarmines if the item sellable.
+   * @param {number|null} incomeAccountId - Income account id.
+   * @throws {ServiceError(ERRORS.INCOME_ACCOUNT_REQUIRED_WITH_SELLABLE_ITEM)}
+   */
+  public validateIncomeAccountExistance(
+    sellable?: boolean,
+    incomeAccountId?: number
+  ) {
+    if (sellable && !incomeAccountId) {
+      throw new ServiceError(
+        ERRORS.INCOME_ACCOUNT_REQUIRED_WITH_SELLABLE_ITEM,
+        'Income account is require with sellable item.'
+      );
+    }
+  }
+
+  /**
+   * Validates the cost account existance.
+   * @param {boolean|null} purchasable - Detarmines if the item purchasble.
+   * @param {number|null} costAccountId - Cost account id.
+   * @throws {ServiceError(ERRORS.COST_ACCOUNT_REQUIRED_WITH_PURCHASABLE_ITEM)}
+   */
+  public validateCostAccountExistance(
+    purchasable: boolean,
+    costAccountId?: number
+  ) {
+    if (purchasable && !costAccountId) {
+      throw new ServiceError(
+        ERRORS.COST_ACCOUNT_REQUIRED_WITH_PURCHASABLE_ITEM,
+        'The cost account is required with purchasable item.'
+      );
+    }
+  }
+
   /**
    * Validate item inventory account existance and type.
    * @param {number} tenantId

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

@@ -26,6 +26,11 @@ export const ERRORS = {
 
   PURCHASE_TAX_RATE_NOT_FOUND: 'PURCHASE_TAX_RATE_NOT_FOUND',
   SELL_TAX_RATE_NOT_FOUND: 'SELL_TAX_RATE_NOT_FOUND',
+
+  INCOME_ACCOUNT_REQUIRED_WITH_SELLABLE_ITEM:
+    'INCOME_ACCOUNT_REQUIRED_WITH_SELLABLE_ITEM',
+  COST_ACCOUNT_REQUIRED_WITH_PURCHASABLE_ITEM:
+    'COST_ACCOUNT_REQUIRED_WITH_PURCHASABLE_ITEM',
 };
 
 export const DEFAULT_VIEW_COLUMNS = [];

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

@@ -62,6 +62,7 @@ export function BankAccount({
   balance,
   loading = false,
   updatedBeforeText,
+  uncategorizedTransactionsCount,
   ...restProps
 }) {
   return (
@@ -77,17 +78,19 @@ export function BankAccount({
       </BankAccountHeader>
 
       <BankAccountMeta>
-        {false && (
+        {uncategorizedTransactionsCount > 0 && (
           <BankAccountMetaLine
             title={intl.get('cash_flow.transactions_for_review')}
-            value={'0'}
+            value={uncategorizedTransactionsCount}
             className={clsx({ [Classes.SKELETON]: loading })}
           />
         )}
+        {updatedBeforeText && (
           <BankAccountMetaLine
             title={updatedBeforeText}
             className={clsx({ [Classes.SKELETON]: loading })}
           />
+        )}
       </BankAccountMeta>
 
       <BankAccountBalance amount={balance} loading={loading} />

packages/webapp/src/constants/subscriptionModels.tsx

@@ -44,9 +44,9 @@ export const SubscriptionPlans = [
       },
       { text: 'Unlimited User Seats' },
     ],
-    monthlyPrice: '$10',
+    monthlyPrice: '$20',
     monthlyPriceLabel: 'Per month',
-    annuallyPrice: '$7.5',
+    annuallyPrice: '$15',
     annuallyPriceLabel: 'Per month',
     monthlyVariantId: '446152',
     // monthlyVariantId: '450016',
@@ -78,9 +78,9 @@ export const SubscriptionPlans = [
       { text: 'Smart Financial Reports' },
       { text: 'Advanced Inventory Reports' },
     ],
-    monthlyPrice: '$20',
+    monthlyPrice: '$40',
     monthlyPriceLabel: 'Per month',
-    annuallyPrice: '$15',
+    annuallyPrice: '$30',
     annuallyPriceLabel: 'Per month',
     // monthlyVariantId: '450028',
     monthlyVariantId: '446155',
@@ -101,9 +101,9 @@ export const SubscriptionPlans = [
       },
       { text: 'Analysis Cost Center' },
     ],
-    monthlyPrice: '$25',
+    monthlyPrice: '$55',
     monthlyPriceLabel: 'Per month',
-    annuallyPrice: '$19',
+    annuallyPrice: '$40',
     annuallyPriceLabel: 'Per month',
     featured: true,
     // monthlyVariantId: '450031',
@@ -128,9 +128,9 @@ export const SubscriptionPlans = [
         hint: 'Track the organization inventory in multiple warehouses and transfer goods between them.',
       },
     ],
-    monthlyPrice: '$40',
+    monthlyPrice: '$60',
     monthlyPriceLabel: 'Per month',
-    annuallyPrice: '$30',
+    annuallyPrice: '$45',
     annuallyPriceLabel: 'Per month',
     // monthlyVariantId: '450024',
     monthlyVariantId: '446167',

packages/webapp/src/containers/CashFlow/AccountTransactions/ExcludedTransactions/_utils.tsx

@@ -43,6 +43,7 @@ export function useExcludedTransactionsColumns() {
       {
         Header: 'Description',
         accessor: descriptionAccessor,
+        textOverview: true,
       },
       {
         Header: 'Payee',

packages/webapp/src/containers/CashFlow/CashFlowAccounts/CashflowAccountsGrid.tsx

@@ -123,7 +123,12 @@ function CashflowBankAccount({
           code={account.code}
           balance={!isNull(account.amount) ? account.formatted_amount : '-'}
           type={account.account_type}
-          updatedBeforeText={getUpdatedBeforeText(account.createdAt)}
+          updatedBeforeText={
+            account.last_feeds_updated_from_now
+              ? `Updated ${account.last_feeds_updated_from_now} ago`
+              : ''
+          }
+          uncategorizedTransactionsCount={account.uncategorized_transactions}
         />
       </CashflowAccountAnchor>
     </ContextMenu2>

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

@@ -13,6 +13,7 @@ import {
   DrawerActionsBar,
   Can,
   FormattedMessage as T,
+  If,
 } from '@/components';
 
 import withAlertsActions from '@/containers/Alert/withAlertActions';
@@ -35,7 +36,7 @@ function ManualJournalDrawerActionBar({
   closeDrawer,
 }) {
   const history = useHistory();
-  const { manualJournalId } = useManualJournalDrawerContext();
+  const { manualJournalId, manualJournal } = useManualJournalDrawerContext();
 
   // Handle edit manual journal action.
   const handleEditManualJournal = () => {
@@ -48,6 +49,11 @@ function ManualJournalDrawerActionBar({
     openAlert('journal-delete', { manualJournalId });
   };
 
+  // Handle manual journal publish action.
+  const handlePublishManualJournal = () => {
+    openAlert('journal-publish', { manualJournalId });
+  };
+
   return (
     <DrawerActionsBar>
       <NavbarGroup>
@@ -59,6 +65,19 @@ function ManualJournalDrawerActionBar({
             onClick={handleEditManualJournal}
           />
         </Can>
+
+        <If condition={!manualJournal.is_published}>
+          <Can I={ManualJournalAction.Edit} a={AbilitySubject.ManualJournal}>
+            <NavbarDivider />
+            <Button
+              className={Classes.MINIMAL}
+              icon={<Icon icon="arrow-to-top" />}
+              text={'Publish'}
+              intent={Intent.SUCCESS}
+              onClick={handlePublishManualJournal}
+            />
+          </Can>
+        </If>
         <Can I={ManualJournalAction.Delete} a={AbilitySubject.ManualJournal}>
           <NavbarDivider />
           <Button