Merge pull request #694 from bigcapitalhq/lerna-shared

feat: Add shared packages to Docker container

.env.example

@@ -89,3 +89,14 @@ S3_ACCESS_KEY_ID=
 S3_SECRET_ACCESS_KEY=
 S3_ENDPOINT=
 S3_BUCKET=
+
+# PostHog 
+POSTHOG_API_KEY=
+POSTHOG_HOST=
+
+# Stripe Payment
+STRIPE_PAYMENT_SECRET_KEY=
+STRIPE_PAYMENT_PUBLISHABLE_KEY=
+STRIPE_PAYMENT_CLIENT_ID=
+STRIPE_PAYMENT_WEBHOOKS_SECRET=
+STRIPE_PAYMENT_REDIRECT_URL=

CHANGELOG.md

@@ -2,7 +2,94 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
-## [0.19.4] - 18-08-2024
+# [0.20.0]
+
+* feat: Customize pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/667
+* feat: Onboard accounts to Stripe Connect by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/668
+* feat: Upload company logo to invoice templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/670
+* fix: Invoice pdf customize by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/672
+* fix: Invoice customize bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/673
+* feat: Clean up payment links endpoints by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/674
+* feat: Hook up company logo to server-side pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/675
+* feat: Company branding preferences by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/677
+* feat: Pdf templates customer/company addresses by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/678
+* fix: Listen to Stripe session completed event by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/679
+* feat: Track pdf templates Posthog events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/680
+* fix: Branding customize content by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/681
+* feat: Listen to Stripe integration events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/682
+* feat: Hook up customer/company address to invoice preview of payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/683
+
+# [0.19.17]
+
+* fix: Un-categorize bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/663
+
+# [0.19.16]
+
+* feat: Tracking more Posthog events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/653
+* fix: Expense cannot accept credit card as payment account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/654
+* fix: Suspense the lazy loaded components in banking pages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/657
+* feat: Add help dropdown menu by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/656
+* feat: Bank pages layout breaking by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/658
+* feat: Datatable UI improvements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/655
+* fix: Array cast of recognize function rule ids by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/660
+* fix: Payment made filling the form full amount field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/661
+* feat: Tabular number of all money columns by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/659
+* refactor: The expense G/L writer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/662
+
+## [0.19.15] - 
+
+* fix: Bank transactions infinity scrolling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/648
+* feat: Integrate multiple branches and warehouses to resource importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/645
+* fix: Integrate multiple branches with expense resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/649
+* feat: Cover more tracking events. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/650
+* feat: Track banking service events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/651
+
+## [0.19.14]
+
+* fix: Import bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/643
+* fix: Set default index to transaction entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/644
+* feat(server): Events tracking using Posthog by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/646
+
+## [0.19.13]
+
+* fix: Subscription middleware by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/624
+* fix: Getting the sheet columns in import sheet by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/641
+
+## [0.19.12]
+
+* fix: Typo one-click demo page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/640
+
+## [0.19.11]
+
+* fix: Avoid running the cost job in import preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/635
+* fix: Debounce scheduling calculating items cost by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/634
+* fix: Expand the resources export page size limitation by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/636
+* feat: Optimize loading perf. by splitting big chunks and lazy loading them by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/632
+* fix: Use standard ISO 8601 format for exported data by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/638
+* fix: Add customer type to customers resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/639
+
+## [0.19.10]
+
+* fix: Add subscription plans offer text by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/629
+
+## [0.19.9]
+
+* fix: Make webapp package env variables dynamic by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/628
+
+## [v0.19.8]
+
+* fix: Cannot import items income and cost accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/617
+* fix: Some bank account details hidden by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/618
+* feat(ee): One-click demo account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/616
+* feat: change banking service language by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/619
+* feat(banking): Filter uncategorized bank transactions by date by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/590
+* Fix: Syntax error caused error by @wolone in https://github.com/bigcapitalhq/bigcapital/pull/622
+* fix: Listen to payment webhooks by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/623
+* fix: Add prefix J-00001 to manual journals increments by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/625
+* fix: Disable sms service until Twilo integration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/626
+* fix: Style tweaks in onboarding page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/627
+
+## [0.19.5] - 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
@@ -23,6 +110,15 @@ All notable changes to Bigcapital server-side will be in this file.
 * 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
 
+## [v0.19.4]
+
+* feat: Import and export tax rates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/591
+* feat: Un-categorize bank transactions in bulk by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/587
+* feat: Pending bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/589
+* fix: Update `dev` Script in `package.json` to Use `cross-env` by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/588
+* fix: Should not load branches on reconcile matching form if the branches not enabled by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/592
+* fix: Rounding the total amount the pending and matched transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/593
+
 ## [v0.18.0] - 10-08-2024
 
 * feat: Bank rules for automated categorization by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511

lerna.json

@@ -3,6 +3,7 @@
   "version": "independent",
   "npmClient": "pnpm",
   "packages": [
-    "packages/*"
+    "packages/*",
+    "shared/*"
   ]
 }

package.json

@@ -4,11 +4,11 @@
   "scripts": {
     "dev": "lerna run dev",
     "build": "lerna run build",
-    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\"",
+    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
-    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\"",
+    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
-    "dev:server": "lerna run dev --scope \"@bigcapital/server\"",
+    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
-    "build:server": "lerna run build --scope \"@bigcapital/server\"",
+    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
-    "serve:server": "lerna run serve --scope \"@bigcapital/server\"",
+    "serve:server": "lerna run serve --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
     "test:e2e": "playwright test",
     "prepare": "husky install"
   },
@@ -29,5 +29,8 @@
     "hooks": {
       "commit-msg": "commitlint -E HUSKY_GIT_PARAMS"
     }
+  },
+  "dependencies": {
+    "tsup": "^8.3.0"
   }
 }

packages/server/Dockerfile

@@ -90,11 +90,7 @@ RUN chown node:node /
 RUN npm install -g pnpm
 
 # Copy application dependency manifests to the container image.
-COPY ./package*.json ./
+COPY --chown=node:node ./ ./
-COPY ./pnpm-lock.yaml ./pnpm-lock.yaml
-COPY ./lerna.json ./lerna.json
-COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
-COPY ./packages/server/package*.json ./packages/server/
 
 # Install application dependencies
 RUN apk update
@@ -109,6 +105,6 @@ RUN pnpm install
 COPY --chown=node:node ./packages/server ./packages/server
 
 # # Creates a "dist" folder with the production build
-RUN npm run build:server --skip-nx-cache
+RUN pnpm run build:server --skip-nx-cache
 
 CMD [ "node", "./packages/server/build/index.js" ]

packages/server/package.json

@@ -22,6 +22,7 @@
   "dependencies": {
     "@aws-sdk/client-s3": "^3.576.0",
     "@aws-sdk/s3-request-presigner": "^3.583.0",
+    "@bigcapital/utils": "*",
     "@casl/ability": "^5.4.3",
     "@hapi/boom": "^7.4.3",
     "@lemonsqueezy/lemonsqueezy.js": "^2.2.0",
@@ -37,6 +38,7 @@
     "agendash": "^3.1.0",
     "app-root-path": "^3.0.0",
     "async": "^3.2.0",
+    "async-mutex": "^0.5.0",
     "axios": "^1.6.0",
     "babel-loader": "^9.1.2",
     "bcryptjs": "^2.4.3",
@@ -98,6 +100,7 @@
     "objection-unique": "^1.2.2",
     "plaid": "^10.3.0",
     "pluralize": "^8.0.0",
+    "posthog-node": "^4.2.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
     "qim": "0.0.52",
@@ -107,11 +110,13 @@
     "rtl-detect": "^1.0.4",
     "socket.io": "^4.7.4",
     "source-map-loader": "^4.0.1",
+    "stripe": "^16.10.0",
     "tmp-promise": "^3.0.3",
     "ts-transformer-keys": "^0.4.2",
     "tsyringe": "^4.3.0",
     "typedi": "^0.8.0",
     "uniqid": "^5.2.0",
+    "uuid": "^10.0.0",
     "winston": "^3.2.1",
     "xlsx": "^0.18.5",
     "yup": "^0.28.1"

packages/server/resources/scss/base.css

@@ -0,0 +1,40 @@
+@import url('https://fonts.googleapis.com/css2?family=Noto+Sans:ital,wght@0,100..900;1,100..900&display=swap');
+
+*,
+*::before,
+*::after {
+  box-sizing: border-box;
+}
+
+th {
+  text-align: inherit;
+  text-align: -webkit-match-parent;
+}
+
+thead,
+tbody,
+tfoot,
+tr,
+td,
+th {
+  border-color: inherit;
+  border-style: solid;
+  border-width: 0;
+}
+
+body{
+  margin: 0;
+  font-size: 1rem;
+  font-weight: 400;
+  line-height: 1.5;
+  color: #000;
+  background-color: #fff;
+  -webkit-text-size-adjust: 100%;
+  -webkit-tap-highlight-color: transparent;
+}
+
+body, h1, h2, h3, h4, h5, h6{
+  font-family: "Noto Sans", sans-serif;
+  font-optical-sizing: auto;
+  font-style: normal;
+}

packages/server/resources/scss/base.scss

@@ -1,35 +1 @@
 @import "./normalize.scss";
-
-*,
-*::before,
-*::after {
-  box-sizing: border-box;
-}
-
-th {
-    text-align: inherit; // 2
-    text-align: -webkit-match-parent; // 3
-}
-
-thead,
-tbody,
-tfoot,
-tr,
-td,
-th {
-    border-color: inherit;
-    border-style: solid;
-    border-width: 0;
-}
-
-body{
-  margin: 0;
-  font-size: 1rem;
-  font-weight: 400;
-  line-height: 1.5;
-  color: #212529;
-  background-color: #fff;
-  direction: ltr;
-  -webkit-text-size-adjust: 100%;
-  -webkit-tap-highlight-color: transparent;
-}

packages/server/resources/scss/normalize.css

@@ -0,0 +1,379 @@
+/*! normalize.css v8.0.1 | MIT License | github.com/necolas/normalize.css */
+
+/* Document
+   ========================================================================== */
+
+/**
+ * 1. Correct the line height in all browsers.
+ * 2. Prevent adjustments of font size after orientation changes in iOS.
+ */
+
+ html {
+  line-height: 1.15;
+  /* 1 */
+  -webkit-text-size-adjust: 100%;
+  /* 2 */
+}
+
+/* Sections
+     ========================================================================== */
+
+/**
+   * Remove the margin in all browsers.
+   */
+
+body {
+  margin: 0;
+}
+
+/**
+   * Render the `main` element consistently in IE.
+   */
+
+main {
+  display: block;
+}
+
+/**
+   * Correct the font size and margin on `h1` elements within `section` and
+   * `article` contexts in Chrome, Firefox, and Safari.
+   */
+
+h1 {
+  font-size: 2em;
+  margin: 0.67em 0;
+}
+
+/* Grouping content
+     ========================================================================== */
+
+/**
+   * 1. Add the correct box sizing in Firefox.
+   * 2. Show the overflow in Edge and IE.
+   */
+
+hr {
+  box-sizing: content-box;
+  /* 1 */
+  height: 0;
+  /* 1 */
+  overflow: visible;
+  /* 2 */
+}
+
+/**
+   * 1. Correct the inheritance and scaling of font size in all browsers.
+   * 2. Correct the odd `em` font sizing in all browsers.
+   */
+
+pre {
+  font-family: monospace, monospace;
+  /* 1 */
+  font-size: 1em;
+  /* 2 */
+}
+
+/* Text-level semantics
+     ========================================================================== */
+
+/**
+   * Remove the gray background on active links in IE 10.
+   */
+
+a {
+  background-color: transparent;
+}
+
+/**
+   * 1. Remove the bottom border in Chrome 57-
+   * 2. Add the correct text decoration in Chrome, Edge, IE, Opera, and Safari.
+   */
+
+abbr[title] {
+  border-bottom: none;
+  /* 1 */
+  text-decoration: underline;
+  /* 2 */
+  text-decoration: underline dotted;
+  /* 2 */
+}
+
+/**
+   * Add the correct font weight in Chrome, Edge, and Safari.
+   */
+
+b,
+strong {
+  font-weight: bolder;
+}
+
+/**
+   * 1. Correct the inheritance and scaling of font size in all browsers.
+   * 2. Correct the odd `em` font sizing in all browsers.
+   */
+
+code,
+kbd,
+samp {
+  font-family: monospace, monospace;
+  /* 1 */
+  font-size: 1em;
+  /* 2 */
+}
+
+/**
+   * Add the correct font size in all browsers.
+   */
+
+small {
+  font-size: 80%;
+}
+
+/**
+   * Prevent `sub` and `sup` elements from affecting the line height in
+   * all browsers.
+   */
+
+sub,
+sup {
+  font-size: 75%;
+  line-height: 0;
+  position: relative;
+  vertical-align: baseline;
+}
+
+sub {
+  bottom: -0.25em;
+}
+
+sup {
+  top: -0.5em;
+}
+
+/* Embedded content
+     ========================================================================== */
+
+/**
+   * Remove the border on images inside links in IE 10.
+   */
+
+img {
+  border-style: none;
+}
+
+/* Forms
+     ========================================================================== */
+
+/**
+   * 1. Change the font styles in all browsers.
+   * 2. Remove the margin in Firefox and Safari.
+   */
+
+button,
+input,
+optgroup,
+select,
+textarea {
+  font-family: inherit;
+  /* 1 */
+  font-size: 100%;
+  /* 1 */
+  line-height: 1.15;
+  /* 1 */
+  margin: 0;
+  /* 2 */
+}
+
+/**
+   * Show the overflow in IE.
+   * 1. Show the overflow in Edge.
+   */
+
+button,
+input {
+  /* 1 */
+  overflow: visible;
+}
+
+/**
+   * Remove the inheritance of text transform in Edge, Firefox, and IE.
+   * 1. Remove the inheritance of text transform in Firefox.
+   */
+
+button,
+select {
+  /* 1 */
+  text-transform: none;
+}
+
+/**
+   * Correct the inability to style clickable types in iOS and Safari.
+   */
+
+button,
+[type="button"],
+[type="reset"],
+[type="submit"] {
+  -webkit-appearance: button;
+}
+
+/**
+   * Remove the inner border and padding in Firefox.
+   */
+
+button::-moz-focus-inner,
+[type="button"]::-moz-focus-inner,
+[type="reset"]::-moz-focus-inner,
+[type="submit"]::-moz-focus-inner {
+  border-style: none;
+  padding: 0;
+}
+
+/**
+   * Restore the focus styles unset by the previous rule.
+   */
+
+button:-moz-focusring,
+[type="button"]:-moz-focusring,
+[type="reset"]:-moz-focusring,
+[type="submit"]:-moz-focusring {
+  outline: 1px dotted ButtonText;
+}
+
+/**
+   * Correct the padding in Firefox.
+   */
+
+fieldset {
+  padding: 0.35em 0.75em 0.625em;
+}
+
+/**
+   * 1. Correct the text wrapping in Edge and IE.
+   * 2. Correct the color inheritance from `fieldset` elements in IE.
+   * 3. Remove the padding so developers are not caught out when they zero out
+   *    `fieldset` elements in all browsers.
+   */
+
+legend {
+  box-sizing: border-box;
+  /* 1 */
+  color: inherit;
+  /* 2 */
+  display: table;
+  /* 1 */
+  max-width: 100%;
+  /* 1 */
+  padding: 0;
+  /* 3 */
+  white-space: normal;
+  /* 1 */
+}
+
+/**
+   * Add the correct vertical alignment in Chrome, Firefox, and Opera.
+   */
+
+progress {
+  vertical-align: baseline;
+}
+
+/**
+   * Remove the default vertical scrollbar in IE 10+.
+   */
+
+textarea {
+  overflow: auto;
+}
+
+/**
+   * 1. Add the correct box sizing in IE 10.
+   * 2. Remove the padding in IE 10.
+   */
+
+[type="checkbox"],
+[type="radio"] {
+  box-sizing: border-box;
+  /* 1 */
+  padding: 0;
+  /* 2 */
+}
+
+/**
+   * Correct the cursor style of increment and decrement buttons in Chrome.
+   */
+
+[type="number"]::-webkit-inner-spin-button,
+[type="number"]::-webkit-outer-spin-button {
+  height: auto;
+}
+
+/**
+   * 1. Correct the odd appearance in Chrome and Safari.
+   * 2. Correct the outline style in Safari.
+   */
+
+[type="search"] {
+  -webkit-appearance: textfield;
+  /* 1 */
+  outline-offset: -2px;
+  /* 2 */
+}
+
+/**
+   * Remove the inner padding in Chrome and Safari on macOS.
+   */
+
+[type="search"]::-webkit-search-decoration {
+  -webkit-appearance: none;
+}
+
+/**
+   * 1. Correct the inability to style clickable types in iOS and Safari.
+   * 2. Change font properties to `inherit` in Safari.
+   */
+
+::-webkit-file-upload-button {
+  -webkit-appearance: button;
+  /* 1 */
+  font: inherit;
+  /* 2 */
+}
+
+/* Interactive
+     ========================================================================== */
+
+/*
+   * Add the correct display in Edge, IE 10+, and Firefox.
+   */
+
+details {
+  display: block;
+}
+
+/*
+   * Add the correct display in all browsers.
+   */
+
+summary {
+  display: list-item;
+}
+
+/* Misc
+     ========================================================================== */
+
+/**
+   * Add the correct display in IE 10+.
+   */
+
+template {
+  display: none;
+}
+
+/**
+   * Add the correct display in IE 10.
+   */
+
+[hidden] {
+  display: none;
+}

packages/server/resources/views/PaperTemplateLayout.pug

@@ -1,6 +1,9 @@
 html(lang=locale)
   head
     title My Site - #{title}
+    style
+      include ../scss/normalize.css
+      include ../scss/base.css
     block head
   body
     div.paper-template

packages/server/resources/views/modules/credit-note-standard.pug

@@ -1,81 +1,217 @@
 extends ../PaperTemplateLayout.pug
 
 block head 
-  style
+  - var prefix = 'bc'
-    if (isRtl)
+  style.
-      include ../../css/modules/credit-rtl.css
+    .#{prefix}-root {
-    else
+      color: #111;
-      include ../../css/modules/credit.css
+      padding: 24px 30px;
+      font-size: 12px;
+      position: relative;
+      box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color);
+    }
+    .#{prefix}-header{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      flex: 0 0 auto;
+      -webkit-box-align: start;
+      align-items: start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+    }
+    .#{prefix}-header-details{
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+      align-items: stretch;
+      gap: 20px;
+      flex: 1 1 0%;
+    }
+    .#{prefix}-big-title {
+      font-size: 60px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;
+    }
+    .#{prefix}-logo-wrap img {
+      height: auto;
+      width: auto;
+      max-width: 400px;
+      max-height: 160px;
+    }
+    .#{prefix}-terms-list {
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-terms-item {
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-terms-item__label {
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-terms-item__value {
+      /* Styles for the term value */
+    }
+    .#{prefix}-address-section{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      -webkit-box-align: flex-start;
+      align-items: flex-start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-address-section > * {
+      flex: 1 1;
+    }
+    .#{prefix}-table {
+      width: 100%;
+      border-collapse: collapse;
+      text-align: left;
+      font-size: inherit;
+    }
+    .#{prefix}-table__header {
+      font-weight: 400;
+      border-bottom: 1px solid #000;
+      padding: 2px 10px;
+      color: #333;
+    }
+    .#{prefix}-table__header:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__header:last-of-type{
+      padding-right: 0;
+    }
+    .#{prefix}-table__header--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{prefix}-table__cell--right {
+      text-align: right;
+    }
+
+    .#{prefix}-totals {
+      display: flex;
+      flex-direction: column;
+      margin-left: auto;
+      width: 300px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-totals__item {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__item--border-gray {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__item--border-dark {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__item--font-weight-bold {
+      font-weight: bold;
+    }
+    .#{prefix}-totals__item-label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__item-amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
+    .#{prefix}-statement {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-statement__label {
+      color: #666;
+    }
+    .#{prefix}-statement__value {
+      /* Styles for statement value */
+    }
 
 block content
- div.credit
+ div(class=`${prefix}-root`)
-  div.credit__header
+  
-    div.paper
+  //- Header (includes big title, details and logo)
-      h1.title #{__('credit.paper.credit_note')}
+  div(class=`${prefix}-header`)
-      if creditNote.creditNoteNumber
+    //- Header details (includes big title and details)
-       span.creditNoteNumber #{creditNote.creditNoteNumber}
+    div(class=`${prefix}-header-details`)
+      div(class=`${prefix}-big-title`) Credit Note
 
-    div.organization
+      div(class=`${prefix}-terms-list`)
-      h3.title #{organizationName}
+        if showCreditNoteNumber
-      if organizationEmail
+          div(class=`${prefix}-terms-item`)
-       span.email #{organizationEmail}
+            div(class=`${prefix}-terms-item__label`) #{creditNoteNumberLabel}:
+            div(class=`${prefix}-terms-item__value`) #{creditNoteNumebr}
 
-  div.credit__full-amount
+        if showCreditNoteDate
-    div.label #{__('credit.paper.amount')}
+          div(class=`${prefix}-terms-item`)
-    div.amount #{creditNote.formattedAmount}
+            div(class=`${prefix}-terms-item__label`) #{creditNoteDateLabel}:
+            div(class=`${prefix}-terms-item__value`) #{creditNoteDate}
 
-  div.credit__meta
+    if showCompanyLogo && companyLogoUri
-   div.credit__meta-item.credit__meta-item--amount
+      div(class=`${prefix}-logo-wrap`)
-    span.label #{__('credit.paper.remaining')}
+        img(src=companyLogoUri alt=`Company Logo`)
-    span.value #{creditNote.formattedCreditsRemaining}
 
-   div.credit__meta-item.credit__meta-item--billed-to
+  div(class=`${prefix}-address-section`)
-    span.label #{__("credit.paper.billed_to")}
+    if showCompanyAddress
-    span.value #{creditNote.customer.displayName}
+      div(class=`${prefix}-address-from`)
+        div !{companyAddress}
 
-   div.credit__meta-item.credit__meta-item--credit-date
+    if showCustomerAddress
-    span.label #{__("credit.paper.credit_date")}
+      div(class=`${prefix}-address-to`)
-    span.value #{creditNote.formattedCreditNoteDate}
+        strong #{billedToLabel}
+        div !{customerAddress}
 
-  div.credit__table
+  table(class=`${prefix}-table`)
-   table 
+    thead
-    thead 
+      tr
-     tr
+        th(class=`${prefix}-table__header`) #{'Item'}
-       th.item #{__("item_entry.paper.item_name")}
+        th(class=`${prefix}-table__header`) #{'Description'}
-       th.rate #{__("item_entry.paper.rate")}
+        th(class=`${prefix}-table__header`) #{'Rate'}
-       th.quantity #{__("item_entry.paper.quantity")}
+        th(class=`${prefix}-table__header`) #{'Total'}
-       th.total #{__("item_entry.paper.total")}
     tbody
-      each entry in creditNote.entries
+      each line in lines
-       tr
+        tr(class=`${prefix}-table__row`)
-        td.item
+          td(class=`${prefix}-table__cell`) #{line.item}
-         div.title=entry.item.name
+          td(class=`${prefix}-table__cell`) #{line.description}
-         span.description=entry.description
+          td(class=`${prefix}-table__cell--right`) #{line.rate}
-        td.rate=entry.rate
+          td(class=`${prefix}-table__cell--right`) #{line.total}
-        td.quantity=entry.quantity
-        td.total=entry.amount
 
-  div.credit__table-after
+  div(class=`${prefix}-totals`)
-    div.credit__table-total
+    if showSubtotal
-      table 
+      div(class=`${prefix}-totals__item ${prefix}-totals__item--border-gray`)
-        tbody
+        div(class=`${prefix}-totals__item-label`) #{subtotallabel}
-          tr.total
+        div(class=`${prefix}-totals__item-amount`) #{subtotal}
-            td #{__('credit.paper.total')}
-            td #{creditNote.formattedAmount}
-          tr.payment-amount
-            td #{__('credit.paper.credits_used')}
-            td #{creditNote.formattedCreditsUsed}
-          tr.blanace-due
-            td #{__('credit.paper.credits_remaining')}
-            td #{creditNote.formattedCreditsRemaining}
 
-  div.credit__footer        
+    if showTotal
-    if creditNote.termsConditions
+      div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark`)
-     div.credit__conditions
+        div(class=`${prefix}-totals__item-amount`) #{totalLabel}:
-      h3 #{__("credit.paper.terms_conditions")}
+        div(class=`${prefix}-totals__item-label`) #{total}
-      p #{creditNote.termsConditions}
 
-    if creditNote.note
+  if showCustomerNote && customerNote
-     div.credit__notes
+    div(class=`${prefix}-statement`)
-      h3 #{__("credit.paper.notes")}
+      div(class=`${prefix}-statement__label`) #{customerNoteLabel}:
-      p #{creditNote.note}
+      div(class=`${prefix}-statement__value`) #{customerNote}
+
+  if showTermsConditions && termsConditions
+    div(class=`${prefix}-statement`)
+      div(class=`${prefix}-statement__label`) #{termsConditionsLabel}:
+      div(class=`${prefix}-statement__value`) #{termsConditions}

packages/server/resources/views/modules/estimate-regular.pug

@@ -1,82 +1,227 @@
 extends ../PaperTemplateLayout.pug
 
-block head 
+block head
-  style
+  - var prefix = 'bc' 
-    if (isRtl)
+  style.
-      include ../../css/modules/estimate-rtl.css
+    .#{prefix}-root {
-    else
+      color: #111;
-      include ../../css/modules/estimate.css
+      padding: 24px 30px;
+      font-size: 12px;
+      position: relative;
+      box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color);
+    }
+    .#{prefix}-header {
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      flex: 0 0 auto;
+      -webkit-box-align: start;
+      align-items: start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+    }
+    .#{prefix}-header-details {
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+      align-items: stretch;
+      gap: 20px;
+      flex: 1 1 0%;
+    }
+    .#{prefix}-big-title {
+      font-size: 60px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;
+    }
+    .#{prefix}-logo-wrap img {
+      height: auto;
+      width: auto;
+      max-width: 400px;
+      max-height: 160px;
+    }
+    .#{prefix}-terms {
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-terms-item {
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-terms-item__label {
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-terms-item__value {
+    }
+    .#{prefix}-addresses{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      align-items: flex-start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-addresses > * {
+      flex: 1 1;
+    }
+    .#{prefix}-address {
+    }
+    .#{prefix}-address__item {
+    }
+    .#{prefix}-table {
+      width: 100%;
+      border-collapse: collapse;
+      text-align: left;
+      font-size: inherit;
+    }
+    .#{prefix}-table__header {
+      font-weight: 400;
+      border-bottom: 1px solid #000;
+      padding: 2px 10px;
+      color: #333;
+    }
+    .#{prefix}-table__header:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__header:last-of-type{
+      padding-right: 0;
+    }
+    .#{prefix}-table__header--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell--right{
+      text-align: right;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{prefix}-totals {
+      display: flex;
+      flex-direction: column;
+      margin-left: auto;
+      width: 300px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-totals__item {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__item--border-gray {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__item--border-dark {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__item--font-weight-bold {
+      font-weight: bold;
+    }
+    .#{prefix}-totals__item-label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__item-amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
+    .#{prefix}-statement {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-statement__label {
+      color: #666;
+    }
+    .#{prefix}-statement__value {
+    }
 
 block content 
- div.estimate
+  div(class=`${prefix}-root`, style=`--invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor};`)
-  div.estimate__header
-    div.paper
-      h1.title #{__("estimate.paper.estimate")}
-      span.email #{saleEstimate.estimateNumber}
 
-    div.organization 
+    //- Header (invluces big title, details and logo)
-      h3.title #{organizationName}
+    div(class=`${prefix}-header`)
-      if organizationEmail
-       span.email #{organizationEmail}
 
-  div.estimate__estimate-amount
+      //- Header details (includes big title and details )
-    div.label #{__('estimate.paper.estimate_amount')}
+      div(class=`${prefix}-header-details`)            
-    div.amount #{saleEstimate.formattedAmount}
+        h1(class=`${prefix}-big-title`) Estimate
 
-  div.estimate__meta
+        //- Terms List
-    if saleEstimate.estimateNumber
+        div(class=`${prefix}-terms`)
-      div.estimate__meta-item.estimate__meta-item--estimate-number
+          if showEstimateNumber
-        span.label #{__("estimate.paper.estimate_number")}
+            div(class=`${prefix}-terms-item`)
-        span.value #{saleEstimate.estimateNumber}
+              div(class=`${prefix}-terms-item__label`) #{estimateNumberLabel}
+              div(class=`${prefix}-terms-item__value`) #{estimateNumebr}
 
-    div.estimate__meta-item.estimate__meta-item--billed-to
+          if showEstimateDate
-      span.label #{__("estimate.paper.billed_to")}
+            div(class=`${prefix}-terms-item`)
-      span.value #{saleEstimate.customer.displayName}
+              div(class=`${prefix}-terms-item__label`) #{estimateDateLabel}
+              div(class=`${prefix}-terms-item__value`) #{estimateDate}
 
-    div.estimate__meta-item.estimate__meta-item--estimate-date
+          if showExpirationDate
-      span.label #{__("estimate.paper.estimate_date")}
+            div(class=`${prefix}-terms-item`)
-      span.value #{saleEstimate.formattedEstimateDate}
+              div(class=`${prefix}-terms-item__label`) #{expirationDateLabel}
+              div(class=`${prefix}-terms-item__value`) #{expirationDate}
 
-    div.estimate__meta-item.estimate__meta-item--due-date
+      //- Company logo
-      span.label #{__("estimate.paper.expiration_date")}
+      if showCompanyLogo && companyLogoUri
-      span.value #{saleEstimate.formattedExpirationDate}
+        div(class=`${prefix}-logo-wrap`)
+          img(alt="Company logo", src=companyLogoUri)
 
-  div.estimate__table
+    //- Addresses (Group section)
-   table 
+    div(class=`${prefix}-addresses`)
-     thead 
+      if showCompanyAddress
-      tr
+        div(class=`${prefix}-address-from`)
-        th.item #{__("item_entry.paper.item_name")}
+          div !{companyAddress}
-        th.rate #{__("item_entry.paper.rate")}
+
-        th.quantity #{__("item_entry.paper.quantity")}
+      if showCustomerAddress
-        th.total #{__("item_entry.paper.total")}
+        div(class=`${prefix}-address-to`)
+          strong #{billedToLabel}
+          div !{customerAddress}
+
+    //- Table section (Line items)
+    table(class=`${prefix}-table`)
+      thead
+        tr
+          th(class=`${prefix}-table__header`) Item
+          th(class=`${prefix}-table__header`) Description
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Rate
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Total
       tbody
-        each entry in saleEstimate.entries
+        each line in lines
-         tr
+          tr
-           td.item
+            td(class=`${prefix}-table__cell`) #{line.item}
-            div.title=entry.item.name
+            td(class=`${prefix}-table__cell`) #{line.description}
-            span.description=entry.description
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.rate}
-           td.rate=entry.rate
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.total}
-           td.quantity=entry.quantity
-           td.total=entry.amount
 
-  div.estimate__table-after
+    //- Totals section
-    div.estimate__table-total 
+    div(class=`${prefix}-totals`)
-      table
+      if showSubtotal
-        tbody
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-gray`)
-          tr.subtotal 
+          div(class=`${prefix}-totals__item-label`) #{subtotalLabel}
-            td #{__('estimate.paper.subtotal')}
+          div(class=`${prefix}-totals__item-amount`) #{subtotal}
-            td #{saleEstimate.formattedAmount}
+      if showTotal
-          tr.total 
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark  ${prefix}-totals__item--font-weight-bold`)
-            td #{__('estimate.paper.total')}
+          div(class=`${prefix}-totals__item-label`) #{totalLabel}
-            td #{saleEstimate.formattedAmount}
+          div(class=`${prefix}-totals__item-amount`) #{total}
 
-  div.estimate__footer
+    //- Statements section
-    if saleEstimate.termsConditions
+    if showCustomerNote && customerNote
-      div.estimate__conditions
+      div(class=`${prefix}-statement`)
-        h3 #{__("estimate.paper.conditions_title")}
+        div(class=`${prefix}-statement__label`) #{customerNoteLabel}
-        p #{saleEstimate.termsConditions}
+        div(class=`${prefix}-statement__value`) #{customerNote}
 
-    if saleEstimate.note
+    if showTermsConditions && termsConditions
-      div.estimate__notes
+      div(class=`${prefix}-statement`)
-        h3 #{__("estimate.paper.notes_title")}
+        div(class=`${prefix}-statement__label`) #{termsConditionsLabel}
-        p #{saleEstimate.note}
+        div(class=`${prefix}-statement__value`) #{termsConditions}

packages/server/resources/views/modules/invoice-regular.pug

@@ -1,92 +0,0 @@
-extends ../PaperTemplateLayout.pug
-
-block head
-  style
-    if (isRtl)
-      include ../../css/modules/invoice-rtl.css
-    else
-      include ../../css/modules/invoice.css
-
-block content 
- div.invoice
-  div.invoice__header
-    div.paper
-      h1.title #{__("invoice.paper.invoice")}
-      if saleInvoice.invoiceNo
-       span.invoiceNo #{saleInvoice.invoiceNo}
-
-    div.organization
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
-
-  div.invoice__due-amount
-    div.label #{__('invoice.paper.invoice_amount')}
-    div.amount #{saleInvoice.totalFormatted}
-
-  div.invoice__meta
-   div.invoice__meta-item.invoice__meta-item--amount
-    span.label #{__('invoice.paper.due_amount')}
-    span.value #{saleInvoice.dueAmountFormatted}
-
-   div.invoice__meta-item.invoice__meta-item--billed-to
-    span.label #{__("invoice.paper.billed_to")}
-    span.value #{saleInvoice.customer.displayName}
-
-   div.invoice__meta-item.invoice__meta-item--invoice-date
-    span.label #{__("invoice.paper.invoice_date")}
-    span.value #{saleInvoice.invoiceDateFormatted}
-
-   div.invoice__meta-item.invoice__meta-item--due-date
-    span.label #{__("invoice.paper.due_date")}
-    span.value #{saleInvoice.dueDateFormatted}
-
-  div.invoice__table
-   table 
-    thead 
-     tr
-       th.item #{__("item_entry.paper.item_name")}
-       th.rate #{__("item_entry.paper.rate")}
-       th.quantity #{__("item_entry.paper.quantity")}
-       th.total #{__("item_entry.paper.total")}
-    tbody
-      each entry in saleInvoice.entries
-       tr
-        td.item
-         div.title=entry.item.name
-         span.description=entry.description
-        td.rate=entry.rate
-        td.quantity=entry.quantity
-        td.total=entry.amount
-
-  div.invoice__table-after
-    div.invoice__table-total
-      table 
-        tbody
-          tr.subtotal
-            td #{__('invoice.paper.subtotal')}
-            td #{saleInvoice.subtotalFormatted}
-          each tax in saleInvoice.taxes
-            tr.tax_line 
-              td #{tax.name} [#{tax.taxRate}%]
-              td #{tax.taxRateAmountFormatted}
-          tr.total
-            td #{__('invoice.paper.total')}
-            td #{saleInvoice.totalFormatted}
-          tr.payment-amount
-            td #{__('invoice.paper.payment_amount')}
-            td #{saleInvoice.paymentAmountFormatted}
-          tr.blanace-due
-            td #{__('invoice.paper.balance_due')}
-            td #{saleInvoice.dueAmountFormatted}
-
-  div.invoice__footer        
-    if saleInvoice.termsConditions
-     div.invoice__conditions
-      h3 #{__("invoice.paper.conditions_title")}
-      p #{saleInvoice.termsConditions}
-
-    if saleInvoice.invoiceMessage
-     div.invoice__notes
-      h3 #{__("invoice.paper.notes_title")}
-      p #{saleInvoice.invoiceMessage}

packages/server/resources/views/modules/invoice-standard.pug

@@ -0,0 +1,258 @@
+extends ../PaperTemplateLayout.pug
+
+block head
+  - var prefix = 'bc'
+  style.
+    .#{prefix}-root {
+      color: #111;
+      padding: 24px 30px;
+      font-size: 12px;
+      position: relative;
+      box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color);
+    }
+    .#{prefix}-header{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      flex: 0 0 auto;
+      -webkit-box-align: start;
+      align-items: start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+    }
+    .#{prefix}-header-details{
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+      align-items: stretch;
+      gap: 20px;
+      flex: 1 1 0%;
+    }
+    .#{prefix}-big-title {
+      font-size: 60px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;
+    }
+    .#{prefix}-logo-wrap img {
+      height: auto;
+      width: auto;
+      max-width: 400px;
+      max-height: 160px;
+    }
+    .#{prefix}-details {
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-detail {
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-detail__label {
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-detail__value {
+      /* Styles for detail values */
+    }
+    .#{prefix}-address-root {
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      align-items: flex-start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-address-from {
+      flex: 1;
+    }
+    .#{prefix}-address-from__item {
+      /* Styles for items in the billed-from address */
+    }
+    .#{prefix}-address-to {
+      flex: 1;
+    }
+    .#{prefix}-address-to__item {
+      /* Styles for items in the billed-to address */
+    }
+    .#{prefix}-table {
+      width: 100%;
+      border-collapse: collapse;
+      text-align: left;
+      font-size: inherit;
+    }
+    .#{prefix}-table__header {
+      font-weight: 400;
+      border-bottom: 1px solid #000;
+      padding: 2px 10px;
+      color: #333;
+    }
+    .#{prefix}-table__header:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__header:last-of-type{
+      padding-right: 0;
+    }
+    .#{prefix}-table__header--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{prefix}-table__cell--right {
+      text-align: right;
+    }
+    .#{prefix}-totals {
+      display: flex;
+      flex-direction: column;
+      margin-left: auto;
+      width: 300px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-totals__item {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__item--border-gray {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__item--border-dark {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__item--font-weight-bold {
+      font-weight: bold;
+    }
+    .#{prefix}-totals__item-label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__item-amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
+    .#{prefix}-paragraph {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-paragraph__label {
+      color: #666;
+    }
+    .#{prefix}-paragraph__value {
+      /* Styles for values within the paragraph section */
+    }
+block content
+  //- block head
+  div(class=`${prefix}-root`, style=`--invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor};`)
+
+    //- Header (includes big title, details and logo )
+    div(class=`${prefix}-header`)
+      //- Header details (includes big title and details )
+      div(class=`${prefix}-header-details`)
+        //- Title and company logo
+        h1(class=`${prefix}-big-title`) Invoice
+
+        //- Invoice details
+        div(class=`${prefix}-details`)
+          if showInvoiceNumber
+            div(class=`${prefix}-detail`)
+              div(class=`${prefix}-detail__label`) #{invoiceNumberLabel}
+              div(class=`${prefix}-detail__value`) #{invoiceNumber}
+
+          if showDateIssue
+            div(class=`${prefix}-detail`)
+              div(class=`${prefix}-detail__label`) #{dateIssueLabel}
+              div(class=`${prefix}-detail__value`) #{dateIssue}
+
+          if showDueDate
+            div(class=`${prefix}-detail`)
+              div(class=`${prefix}-detail__label`) #{dueDateLabel}
+              div(class=`${prefix}-detail__value`) #{dueDate}
+
+      //- Company logo
+      if showCompanyLogo && companyLogoUri
+        div(class=`${prefix}-logo-wrap`)
+          img(alt="Company logo", src=companyLogoUri)
+
+    //- Address section
+    div(class=`${prefix}-address-root`)
+      if showCompanyAddress
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
+
+      if showCustomerAddress
+        div(class=`${prefix}-address-to`)
+          strong #{billedToLabel}
+          div !{customerAddress}
+
+    //- Invoice table
+    table(class=`${prefix}-table`)
+      thead
+        tr
+          th(class=`${prefix}-table__header`) #{lineItemLabel}
+          th(class=`${prefix}-table__header`) #{lineDescriptionLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) #{lineRateLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) #{lineTotalLabel}
+      tbody
+        each line in lines
+          tr
+            td(class=`${prefix}-table__cell`) #{line.item}
+            td(class=`${prefix}-table__cell`) #{line.description}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.rate}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.total}
+
+    //- Totals section
+    div(class=`${prefix}-totals`)
+      if showSubtotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-gray`)
+          div(class=`${prefix}-totals__item-label`) #{subtotalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{subtotal}
+
+      if showDiscount
+        div(class=`${prefix}-totals__item`)
+          div(class=`${prefix}-totals__item-label`) #{discountLabel}
+          div(class=`${prefix}-totals__item-amount`) #{discount}
+
+      if showTaxes
+        each tax in taxes
+          div(class=`${prefix}-totals__item`)
+            div(class=`${prefix}-totals__item-label`) #{tax.label}
+            div(class=`${prefix}-totals__item-amount`) #{tax.amount}
+
+      if showTotal
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark ${prefix}-totals__item--font-weight-bold`)
+          div(class=`${prefix}-totals__item-label`) #{totalLabel}
+          div(class=`${prefix}-totals__item-amount`) #{total}
+
+      if showPaymentMade
+        div(class=`${prefix}-totals__item`)
+          div(class=`${prefix}-totals__item-label`) #{paymentMadeLabel}
+          div(class=`${prefix}-totals__item-amount`) #{paymentMade}
+
+      if showBalanceDue
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark ${prefix}-totals__item--font-weight-bold`)
+          div(class=`${prefix}-totals__item-label`) #{balanceDueLabel}
+          div(class=`${prefix}-totals__item-amount`) #{balanceDue}
+
+    //- Footer section
+    if showTermsConditions && termsConditions
+      div(class=`${prefix}-paragraph`)
+        if termsConditionsLabel
+          div(class=`${prefix}-paragraph__label`) #{termsConditionsLabel}
+        div(class=`${prefix}-paragraph__value`) #{termsConditions}
+
+    if showStatement && statement
+      div(class=`${prefix}-paragraph`)
+        if statementLabel
+          div(class=`${prefix}-paragraph__label`) #{statementLabel}
+        div(class=`${prefix}-paragraph__value`) #{statement}

packages/server/resources/views/modules/payment-receive-standard.pug

@@ -1,67 +1,192 @@
 extends ../PaperTemplateLayout.pug
 
 block head
-  style
+  - var prefix = 'bp3';
-    if (isRtl)
+  
-      include ../../css/modules/payment-rtl.css
+  style.
-    else
+    .#{prefix}-root{
-      include ../../css/modules/payment.css
+      color: #111;
+      padding: 24px 30px;
+      font-size: 12px;
+      position: relative;
+      box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color);
+    }
+        .#{prefix}-header{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      flex: 0 0 auto;
+      -webkit-box-align: start;
+      align-items: start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+    }
+    .#{prefix}-header-details{
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+      align-items: stretch;
+      gap: 20px;
+      flex: 1 1 0%;
+    }
+    .#{prefix}-big-title{ 
+      font-size: 60px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;
+    }
+    .#{prefix}-logo-wrap img {
+      height: auto;
+      width: auto;
+      max-width: 400px;
+      max-height: 160px;
+    }
+    .#{prefix}-terms-list{ 
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-terms-item{ 
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-terms-item__label{ 
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-addresses{ 
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      align-items: flex-start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-addresses > * {
+      flex: 1 1;
+    }
+    .#{prefix}-address__label{ 
 
+    }
+    .#{prefix}-table {
+      width: 100%;
+      border-collapse: collapse;
+      text-align: left;
+      font-size: inherit;
+    }
+    .#{prefix}-table__header {
+      font-weight: 400;
+      border-bottom: 1px solid #000;
+      padding: 2px 10px;
+      color: #333;
+    }
+    .#{prefix}-table__header:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__header:last-of-type{
+      padding-right: 0;
+    }
+    .#{prefix}-table__header--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{prefix}-table__cell--right {
+      text-align: right;
+    }
+    .#{prefix}-totals {
+      display: flex;
+      flex-direction: column;
+      margin-left: auto;
+      width: 300px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-totals__item {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__item--gray-border {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__item--dark-border {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__item--bold {
+      font-weight: bold;
+    }
+    .#{prefix}-totals__item-label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__item-amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
 block content
- div.payment
+  div(class=`${prefix}-root`)
-  div.payment__header
+    //- Header (includes big title, details and logo )
-    div.paper
+    div(class=`${prefix}-header`)
-      h1.title #{__("payment.paper.payment_receipt")}
+      //- Header details (includes big title and details )
-      if paymentReceive.paymentReceiveNo
+      div(class=`${prefix}-header-details`)
-       span.paymentNumber #{paymentReceive.paymentReceiveNo}
+        div(class=`${prefix}-big-title`) Payment
+        div(class=`${prefix}-terms-list`)
+          if showPaymentReceivedNumber
+            div(class=`${prefix}-terms-item`)
+              div(class=`${prefix}-terms-item__label`) #{paymentReceivedNumberLabel}
+              div(class=`${prefix}-terms-item__value`) #{paymentReceivedNumebr}
 
-    div.organization
+          if showPaymentReceivedDate
-      h3.title #{organizationName}
+            div(class=`${prefix}-terms-item`)
-      if organizationEmail
+              div(class=`${prefix}-terms-item__label`) #{paymentReceivedDateLabel}
-       span.email #{organizationEmail}
+              div(class=`${prefix}-terms-item__value`) #{paymentReceivedDate}
 
-  div.payment__received-amount
+      if showCompanyLogo && companyLogoUri
-    div.label #{__('payment.paper.amount_received')}
+        div(class=`${prefix}-logo-wrap`)
-    div.amount #{paymentReceive.formattedAmount}
+          img(src=companyLogoUri alt="Company Logo")
+        
+    div(class=`${prefix}-addresses`)
+      if showCompanyAddress
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
 
-  div.payment__meta
+      if showCustomerAddress
-   div.payment__meta-item.payment__meta-item--billed-to
+        div(class=`${prefix}-address-to`)
-    span.label #{__("payment.paper.billed_to")}
+          strong #{billedToLabel}
-    span.value #{paymentReceive.customer.displayName}
+          div !{customerAddress}
 
-   div.payment__meta-item.payment__meta-item--payment-date
+    table(class=`${prefix}-table`)
-    span.label #{__("payment.paper.payment_date")}
+      thead
-    span.value #{paymentReceive.formattedPaymentDate}
+        tr 
+          th(class=`${prefix}-table__header`) Invoice #
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Invoice Amount
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Paid Amount
 
-  div.payment__table
+      tbody
-   table 
+      each line in lines
-    thead 
+        tr
-     tr
+          td(class=`${prefix}-table__cell`) #{line.invoiceNumber}
-       th.item #{__("payment.paper.invoice_number")}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.invoiceAmount}
-       th.date #{__("payment.paper.invoice_date")}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.paidAmount}
-       th.invoiceAmount #{__("payment.paper.invoice_amount")}
-       th.paymentAmount #{__("payment.paper.payment_amount")}
-    tbody
-      each entry in paymentReceive.entries
-       tr
-        td.item=entry.invoice.invoiceNo
-        td.date=entry.invoice.invoiceDateFormatted
-        td.invoiceAmount=entry.invoice.totalFormatted
-        td.paymentAmount=entry.invoice.paymentAmountFormatted
 
-  div.payment__table-after
+    div(class=`${prefix}-totals`)
-    div.payment__table-total
+      if showSubtotal
-      table
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--gray-border`)
-        tbody
+          div(class=`${prefix}-totals__item-label`) #{subtotalLabel}
-          tr.payment-amount
+          div(class=`${prefix}-totals__item-amount`) #{subtotal}
-            td #{__('payment.paper.payment_amount')}
-            td #{paymentReceive.formattedAmount}
-          tr.blanace-due
-            td #{__('payment.paper.balance_due')}
-            td #{paymentReceive.customer.closingBalance}
 
-  div.payment__footer
+      if showTotal
-    if paymentReceive.statement
+        div(class=`${prefix}-totals__item ${prefix}-totals__item--dark-border`)
-     div.payment__notes
+          div(class=`${prefix}-totals__item-label`) #{totalLabel}
-      h3 #{__("payment.paper.statement")}
+          div(class=`${prefix}-totals__item-amount`) #{total}
-      p #{paymentReceive.statement}

packages/server/resources/views/modules/receipt-regular.pug

@@ -1,77 +1,215 @@
 extends ../PaperTemplateLayout.pug
 
 block head 
-  style
+  - var prefix = 'bc'
-    if (isRtl)
+  style.
-      include ../../css/modules/receipt-rtl.css
+    .#{prefix}-root {
-    else
+      color: #000;
-      include ../../css/modules/receipt.css
+      padding: 24px 30px;
+      font-size: 12px;
+      position: relative;
+      box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color);
+    }
+    .#{prefix}-header{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      flex: 0 0 auto;
+      align-items: start;
+      justify-content: flex-start;
+      gap: 10px;
+    }
+    .#{prefix}-header-details{
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+      align-items: stretch;
+      gap: 20px;
+      flex: 1 1 0%;
+    }
+    .#{prefix}-logo-wrap img {
+      height: auto;
+      width: auto;
+      max-width: 400px;
+      max-height: 160px;
+    }
+    .#{prefix}-big-title {
+      font-size: 60px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;      
+    }
+    .#{prefix}-terms-list {
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-terms-item {
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-terms-item__label {
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-terms-item__value {}
+    .#{prefix}-address-section {
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      -webkit-box-align: flex-start;
+      align-items: flex-start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-address-section > * {
+      flex: 1 1 auto;
+    }
+    .#{prefix}-address {}
+    .#{prefix}-table {
+      width: 100%;
+      border-collapse: collapse;
+      text-align: left;
+      font-size: inherit;
+    }
+    .#{prefix}-table__header {
+      font-weight: 400;
+      border-bottom: 1px solid #000;
+      padding: 2px 10px;
+      color: #333;
+    }
+    .#{prefix}-table__header:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__header:last-of-type{
+      padding-right: 0;
+    }
+    .#{prefix}-table__header--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{prefix}-table__cell--right {
+      text-align: right;
+    }
+    .#{prefix}-totals {
+      display: flex;
+      flex-direction: column;
+      margin-left: auto;
+      width: 300px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-totals__line {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__line--gray-border {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__line--dark-border {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__line__label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__line__amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
+    .#{prefix}-statement {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-statement__label {}
+    .#{prefix}-statement__value {}
 
 block content 
- div.receipt
+  //- block head
-  div.receipt__header
+  div(class=`${prefix}-root`, style=`--invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor};`)
-    div.paper
-      h1.title #{__("receipt.paper.receipt")}
-      span.receiptNumber #{saleReceipt.receiptNumber}
 
-    div.organization
+    //- Header (includes big title, details and logo )
-      h3.title #{organizationName}
+    div(class=`${prefix}-header`)
+      //- Header details (includes big title and details )
+      div(class=`${prefix}-header-details`)
+        //- Title and company logo
+        h1(class=`${prefix}-big-title`) Receipt
 
-  div.receipt__receipt-amount
+        //- Terms List
-    div.label #{__('receipt.paper.receipt_amount')}
+        div(class=`${prefix}-terms-list`)
-    div.amount #{saleReceipt.formattedAmount}
+          if showReceiptNumber
+            div(class=`${prefix}-terms-item`)
+              span(class=`${prefix}-terms-item__label`)= receiptNumberLabel
+              span(class=`${prefix}-terms-item__value`)= receiptNumber
 
-  div.receipt__meta
+          if showReceiptDate
-   div.receipt__meta-item.receipt__meta-item--billed-to
+            div(class=`${prefix}-terms-item`)
-    span.label #{__("receipt.paper.billed_to")}
+              span(class=`${prefix}-terms-item__label`)= receiptDateLabel
-    span.value #{saleReceipt.customer.displayName}
+              span(class=`${prefix}-terms-item__value`)= receiptDate
 
-   div.receipt__meta-item.receipt__meta-item--invoice-date
+      //- Company logo
-    span.label #{__("receipt.paper.receipt_date")}
+      if showCompanyLogo && companyLogoUri
-    span.value #{saleReceipt.formattedReceiptDate}
+        div(class=`${prefix}-logo-wrap`)
+          img(src=companyLogoUri alt=`Company Logo`)
 
-   if saleReceipt.receiptNumber
+    //- Address Section
-    div.receipt__meta-item.receipt__meta-item--invoice-number
+    div(class=`${prefix}-address-section`)
-     span.label #{__("receipt.paper.receipt_number")}
+      if showCompanyAddress
-     span.value #{saleReceipt.receiptNumber}
+        div(class=`${prefix}-address-from`)
+          div !{companyAddress}
 
-  div.receipt__table
+      if showCustomerAddress
-   table 
+        div(class=`${prefix}-address-to`)
-    thead 
+          strong #{billedToLabel}
-     tr
+          div !{customerAddress}
-      th.item #{__("item_entry.paper.item_name")}
-      th.rate #{__("item_entry.paper.rate")}
-      th.quantity #{__("item_entry.paper.quantity")}
-      th.total #{__("item_entry.paper.total")}
-     tbody
-      each entry in saleReceipt.entries
-       tr
-        td.item=entry.item.name
-        td.rate=entry.rate
-        td.quantity=entry.quantity
-        td.total=entry.amount
- 
-  div.receipt__table-after
-    div.receipt__table-total
-      table 
-        tbody
-          tr.total
-            td #{__('receipt.paper.total')}
-            td #{saleReceipt.formattedAmount}
-          tr.payment-amount
-            td #{__('receipt.paper.payment_amount')}
-            td #{saleReceipt.formattedAmount}
-          tr.blanace-due
-            td #{__('receipt.paper.balance_due')}
-            td #{'$0'}
 
-  div.receipt__footer
+    //- Table Section
-    if saleReceipt.statement
+    table(class=`${prefix}-table`)
-      div.receipt__conditions
+      thead(class=`${prefix}-table__header`)
-        h3 #{__("receipt.paper.statement")}
+        tr
-        p #{saleReceipt.statement}
+          th(class=`${prefix}-table__header`) Item
+          th(class=`${prefix}-table__header`) Description
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Rate
+          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Total
+      tbody
+        each line in lines
+          tr(class=`${prefix}-table__row`)
+            td(class=`${prefix}-table__cell`)= line.item
+            td(class=`${prefix}-table__cell`)= line.description
+            td(class=`${prefix}-table__cell${prefix}-table__cell--right`)= line.rate
+            td(class=`${prefix}-table__cell${prefix}-table__cell--right`)= line.total
 
-    if saleReceipt.receiptMessage
+    //- Totals Section
-      div.receipt__notes
+    div(class=`${prefix}-totals`)
-        h3 #{__("receipt.paper.notes")}
+      if showSubtotal
-        p #{saleReceipt.receiptMessage}
+        div(class=`${prefix}-totals__line ${prefix}-totals__line--gray-border`)
+          span(class=`${prefix}-totals__line__label`)= subtotalLabel
+          span(class=`${prefix}-totals__line__amount`)= subtotal
+
+      if showTotal
+        div(class=`${prefix}-totals__line ${prefix}-totals__line--dark-border`)
+          span(class=`${prefix}-totals__line__label`)= totalLabel
+          span(class=`${prefix}-totals__line__amount`)= total
+
+    //- Customer Note Section
+    if showCustomerNote && customerNote
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`)= customerNoteLabel
+        div(class=`${prefix}-statement__value`)= customerNote
+
+    //- Terms & Conditions Section
+    if showTermsConditions && termsConditions
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`)= termsConditionsLabel
+        div(class=`${prefix}-statement__value`)= termsConditions

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

@@ -46,6 +46,10 @@ export class ExcludeBankTransactionsController extends BaseController {
         query('account_id').optional().isNumeric().toInt(),
         query('page').optional().isNumeric().toInt(),
         query('page_size').optional().isNumeric().toInt(),
+        query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+        query('max_amount').optional({ nullable: true }).isFloat().toFloat(),
       ],
       this.validationResult,
       this.getExcludedBankTransactions.bind(this)

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

@@ -21,6 +21,10 @@ export class RecognizedTransactionsController extends BaseController {
         query('page').optional().isNumeric().toInt(),
         query('page_size').optional().isNumeric().toInt(),
         query('account_id').optional().isNumeric().toInt(),
+        query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+        query('max_amount').optional({ nullable: true }).isFloat().isFloat(),
       ],
       this.validationResult,
       this.getRecognizedTransactions.bind(this)

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

@@ -84,6 +84,10 @@ export default class NewCashflowTransactionController extends BaseController {
       param('id').exists().isNumeric().toInt(),
       query('page').optional().isNumeric().toInt(),
       query('page_size').optional().isNumeric().toInt(),
+      query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+      query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+      query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+      query('max_amount').optional({ nullable: true }).isFloat().toFloat(),
     ];
   }
 

packages/server/src/api/controllers/OneClickDemo/OneClickDemoController.ts

@@ -0,0 +1,87 @@
+import { Router, Request, Response, NextFunction } from 'express';
+import { Service, Inject } from 'typedi';
+import { body } from 'express-validator';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseController from '@/api/controllers/BaseController';
+import { OneClickDemoApplication } from '@/services/OneClickDemo/OneClickDemoApplication';
+import config from '@/config';
+@Service()
+export class OneClickDemoController extends BaseController {
+  @Inject()
+  private oneClickDemoApp: OneClickDemoApplication;
+
+  /**
+   * Router constructor method.
+   */
+  router() {
+    const router = Router();
+
+    // Protects the endpoints if the feature is not enabled.
+    const protectMiddleware = (
+      req: Request,
+      res: Response,
+      next: NextFunction
+    ) => {
+      // Add your protection logic here
+      if (config.oneClickDemoAccounts) {
+        next();
+      } else {
+        res.status(403).send({ message: 'Forbidden' });
+      }
+    };
+    router.post(
+      '/one_click',
+      protectMiddleware,
+      asyncMiddleware(this.oneClickDemo.bind(this))
+    );
+    router.post(
+      '/one_click_signin',
+      [body('demo_id').exists()],
+      this.validationResult,
+      protectMiddleware,
+      asyncMiddleware(this.oneClickSignIn.bind(this))
+    );
+    return router;
+  }
+
+  /**
+   * One-click demo application.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async oneClickDemo(req: Request, res: Response, next: NextFunction) {
+    try {
+      const data = await this.oneClickDemoApp.createOneClick();
+
+      return res.status(200).send({
+        data,
+        message: 'The one-click demo has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Sign-in to one-click demo account.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async oneClickSignIn(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { demoId } = this.matchedBodyData(req);
+
+    try {
+      const data = await this.oneClickDemoApp.autoSignIn(demoId);
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -18,7 +18,7 @@ import BaseController from '@/api/controllers/BaseController';
 @Service()
 export default class OrganizationController extends BaseController {
   @Inject()
-  organizationService: OrganizationService;
+  private organizationService: OrganizationService;
 
   /**
    * Router constructor.
@@ -56,10 +56,10 @@ export default class OrganizationController extends BaseController {
   }
 
   /**
-   * Organization setup schema.
+   * Build organization validation schema.
-   * @return {ValidationChain[]}
+   * @returns {ValidationChain[]}
    */
-  private get commonOrganizationValidationSchema(): ValidationChain[] {
+  private get buildOrganizationValidationSchema(): ValidationChain[] {
     return [
       check('name').exists().trim(),
       check('industry').optional({ nullable: true }).isString().trim(),
@@ -72,21 +72,34 @@ export default class OrganizationController extends BaseController {
     ];
   }
 
-  /**
-   * Build organization validation schema.
-   * @returns {ValidationChain[]}
-   */
-  private get buildOrganizationValidationSchema(): ValidationChain[] {
-    return [...this.commonOrganizationValidationSchema];
-  }
-
   /**
    * Update organization validation schema.
    * @returns {ValidationChain[]}
    */
   private get updateOrganizationValidationSchema(): ValidationChain[] {
     return [
-      ...this.commonOrganizationValidationSchema,
+      // # Profile
+      check('name').optional().trim(),
+      check('industry').optional({ nullable: true }).isString().trim(),
+      check('location').optional().isString().isISO31661Alpha2(),
+      check('base_currency').optional().isISO4217(),
+      check('timezone').optional().isIn(moment.tz.names()),
+      check('fiscal_year').optional().isIn(MONTHS),
+      check('language').optional().isString().isIn(ACCEPTED_LOCALES),
+      check('date_format').optional().isIn(DATE_FORMATS),
+
+      // # Address
+      check('address.address_1').optional().isString().trim(),
+      check('address.address_2').optional().isString().trim(),
+      check('address.postal_code').optional().isString().trim(),
+      check('address.city').optional().isString().trim(),
+      check('address.state_province').optional().isString().trim(),
+      check('address.phone').optional().isString().trim(),
+
+      // # Branding
+      check('primary_color').optional({ nullable: true }).isHexColor().trim(),
+      check('logo_key').optional({ nullable: true }).isString().trim(),
+
       check('tax_number').optional({ nullable: true }).isString().trim(),
     ];
   }
@@ -156,7 +169,7 @@ export default class OrganizationController extends BaseController {
     next: NextFunction
   ) {
     const { tenantId } = req;
-    const tenantDTO = this.matchedBodyData(req);
+    const tenantDTO = this.matchedBodyData(req, { includeOptionals: false });
 
     try {
       await this.organizationService.updateOrganization(tenantId, tenantDTO);

packages/server/src/api/controllers/PaymentServices/PaymentServicesController.ts

@@ -0,0 +1,179 @@
+import { Service, Inject } from 'typedi';
+import { Request, Response, Router, NextFunction } from 'express';
+import { body, param } from 'express-validator';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseController from '@/api/controllers/BaseController';
+import { PaymentServicesApplication } from '@/services/PaymentServices/PaymentServicesApplication';
+
+@Service()
+export class PaymentServicesController extends BaseController {
+  @Inject()
+  private paymentServicesApp: PaymentServicesApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/',
+      asyncMiddleware(this.getPaymentServicesSpecificInvoice.bind(this))
+    );
+    router.get('/state', this.getPaymentMethodsState.bind(this));
+    router.get('/:paymentServiceId', this.getPaymentService.bind(this));
+    router.post(
+      '/:paymentMethodId',
+      [
+        param('paymentMethodId').exists(),
+
+        body('name').optional().isString(),
+        body('options.bank_account_id').optional().isNumeric(),
+        body('options.clearing_account_id').optional().isNumeric(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.updatePaymentMethod.bind(this))
+    );
+    router.delete(
+      '/:paymentMethodId',
+      [param('paymentMethodId').exists()],
+      this.validationResult,
+      this.deletePaymentMethod.bind(this)
+    );
+
+    return router;
+  }
+
+  /**
+   * Retrieve accounts types list.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @return {Promise<Response | void>}
+   */
+  private async getPaymentServicesSpecificInvoice(
+    req: Request<{ invoiceId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const paymentServices =
+        await this.paymentServicesApp.getPaymentServicesForInvoice(tenantId);
+
+      return res.status(200).send({ paymentServices });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves a specific payment service.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @param {NextFunction} next - Next function.
+   * @return {Promise<Response | void>}
+   */
+  private async getPaymentService(
+    req: Request<{ paymentServiceId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { paymentServiceId } = req.params;
+
+    try {
+      const paymentService = await this.paymentServicesApp.getPaymentService(
+        tenantId,
+        paymentServiceId
+      );
+
+      return res.status(200).send({ data: paymentService });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Edits the given payment method settings.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @return {Promise<Response | void>}
+   */
+  private async updatePaymentMethod(
+    req: Request<{ paymentMethodId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { paymentMethodId } = req.params;
+    const updatePaymentMethodDTO = this.matchedBodyData(req);
+
+    try {
+      await this.paymentServicesApp.editPaymentMethod(
+        tenantId,
+        paymentMethodId,
+        updatePaymentMethodDTO
+      );
+      return res.status(200).send({
+        id: paymentMethodId,
+        message: 'The given payment method has been updated.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the payment state providing state.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @param {NextFunction} next - Next function.
+   * @return {Promise<Response | void>}
+   */
+  private async getPaymentMethodsState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const paymentMethodsState =
+        await this.paymentServicesApp.getPaymentMethodsState(tenantId);
+
+      return res.status(200).send({ data: paymentMethodsState });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Deletes the given payment method.
+   * @param {Request<{ paymentMethodId: number }>} req - Request.
+   * @param {Response} res - Response.
+   * @param {NextFunction} next - Next function.
+   * @return {Promise<Response | void>}
+   */
+  private async deletePaymentMethod(
+    req: Request<{ paymentMethodId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { paymentMethodId } = req.params;
+
+    try {
+      await this.paymentServicesApp.deletePaymentMethod(
+        tenantId,
+        paymentMethodId
+      );
+      return res.status(204).send({
+        id: paymentMethodId,
+        message: 'The payment method has been deleted.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/PdfTemplates/PdfTemplatesController.ts

@@ -0,0 +1,195 @@
+import { Router, Request, Response, NextFunction } from 'express';
+import { check, param, query } from 'express-validator';
+import { Service, Inject } from 'typedi';
+import BaseController from '@/api/controllers/BaseController';
+import { PdfTemplateApplication } from '@/services/PdfTemplate/PdfTemplateApplication';
+
+@Service()
+export class PdfTemplatesController extends BaseController {
+  @Inject()
+  public pdfTemplateApplication: PdfTemplateApplication;
+
+  /**
+   * Router constructor method.
+   */
+  public router() {
+    const router = Router();
+
+    router.delete(
+      '/:template_id',
+      [param('template_id').exists().isInt().toInt()],
+      this.validationResult,
+      this.deletePdfTemplate.bind(this)
+    );
+    router.post(
+      '/:template_id',
+      [
+        param('template_id').exists().isInt().toInt(),
+        check('template_name').exists(),
+        check('attributes').exists(),
+      ],
+      this.validationResult,
+      this.editPdfTemplate.bind(this)
+    );
+    router.get('/state', this.getOrganizationBrandingState.bind(this));
+    router.get(
+      '/',
+      [query('resource').optional()],
+      this.validationResult,
+      this.getPdfTemplates.bind(this)
+    );
+    router.get(
+      '/:template_id',
+      [param('template_id').exists().isInt().toInt()],
+      this.validationResult,
+      this.getPdfTemplate.bind(this)
+    );
+    router.post(
+      '/',
+      [
+        check('template_name').exists(),
+        check('resource').exists(),
+        check('attributes').exists(),
+      ],
+      this.validationResult,
+      this.createPdfInvoiceTemplate.bind(this)
+    );
+    router.post(
+      '/:template_id/assign_default',
+      [param('template_id').exists().isInt().toInt()],
+      this.validationResult,
+      this.assginPdfTemplateAsDefault.bind(this)
+    );
+    return router;
+  }
+
+  async createPdfInvoiceTemplate(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { templateName, resource, attributes } = this.matchedBodyData(req);
+
+    try {
+      const result = await this.pdfTemplateApplication.createPdfTemplate(
+        tenantId,
+        templateName,
+        resource,
+        attributes
+      );
+      return res.status(201).send({
+        id: result.id,
+        message: 'The PDF template has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async editPdfTemplate(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+    const editTemplateDTO = this.matchedBodyData(req);
+
+    try {
+      const result = await this.pdfTemplateApplication.editPdfTemplate(
+        tenantId,
+        Number(templateId),
+        editTemplateDTO
+      );
+      return res.status(200).send({
+        id: result.id,
+        message: 'The PDF template has been updated successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async deletePdfTemplate(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+
+    try {
+      await this.pdfTemplateApplication.deletePdfTemplate(
+        tenantId,
+        Number(templateId)
+      );
+      return res.status(204).send({
+        id: templateId,
+        message: 'The PDF template has been deleted successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async getPdfTemplate(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+
+    try {
+      const template = await this.pdfTemplateApplication.getPdfTemplate(
+        tenantId,
+        Number(templateId)
+      );
+      return res.status(200).send(template);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async getPdfTemplates(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const templates = await this.pdfTemplateApplication.getPdfTemplates(
+        tenantId,
+        query
+      );
+      return res.status(200).send(templates);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async assginPdfTemplateAsDefault(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+
+    try {
+      await this.pdfTemplateApplication.assignPdfTemplateAsDefault(
+        tenantId,
+        Number(templateId)
+      );
+      return res.status(204).send({
+        id: templateId,
+        message: 'The given pdf template has been assigned as default template',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+  async getOrganizationBrandingState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const data =
+        await this.pdfTemplateApplication.getPdfTemplateBrandingState(tenantId);
+
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/Sales/CreditNotes.ts

@@ -27,6 +27,7 @@ import GetCreditNoteAssociatedAppliedInvoices from '@/services/CreditNotes/GetCr
 import GetRefundCreditTransaction from '@/services/CreditNotes/GetRefundCreditNoteTransaction';
 import GetCreditNotePdf from '../../../services/CreditNotes/GetCreditNotePdf';
 import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { GetCreditNoteState } from '@/services/CreditNotes/GetCreditNoteState';
 /**
  * Credit notes controller.
  * @service
@@ -81,6 +82,9 @@ export default class PaymentReceivesController extends BaseController {
   @Inject()
   creditNotePdf: GetCreditNotePdf;
 
+  @Inject()
+  getCreditNoteStateService: GetCreditNoteState;
+
   /**
    * Router constructor.
    */
@@ -105,6 +109,12 @@ export default class PaymentReceivesController extends BaseController {
       this.asyncMiddleware(this.newCreditNote),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(CreditNoteAction.View, AbilitySubject.CreditNote),
+      this.asyncMiddleware(this.getCreditNoteState.bind(this)),
+      this.handleServiceErrors
+    );
     // Get specific credit note.
     router.get(
       '/:id',
@@ -236,6 +246,9 @@ export default class PaymentReceivesController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
     ];
   }
 
@@ -733,6 +746,23 @@ export default class PaymentReceivesController extends BaseController {
     }
   };
 
+  private getCreditNoteState = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.getCreditNoteStateService.getCreditNoteState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

packages/server/src/api/controllers/Sales/PaymentReceives.ts

@@ -95,6 +95,12 @@ export default class PaymentReceivesController extends BaseController {
       asyncMiddleware(this.getPaymentReceiveInvoices.bind(this)),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(PaymentReceiveAction.View, AbilitySubject.PaymentReceive),
+      this.getPaymentReceivedState.bind(this),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(PaymentReceiveAction.View, AbilitySubject.PaymentReceive),
@@ -167,6 +173,9 @@ export default class PaymentReceivesController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
     ];
   }
 
@@ -388,6 +397,29 @@ export default class PaymentReceivesController extends BaseController {
     }
   }
 
+  /**
+   *
+   * @async
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  private async getPaymentReceivedState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+  const { tenantId } = req;
+
+    try {
+      const data = await this.paymentReceiveApplication.getPaymentReceivedState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieve the given payment receive details.
    * @async

packages/server/src/api/controllers/Sales/SalesEstimates.ts

@@ -51,7 +51,7 @@ export default class SalesEstimatesController extends BaseController {
     router.post(
       '/:id/approve',
       CheckPolicies(SaleEstimateAction.Edit, AbilitySubject.SaleEstimate),
-      [this.validateSpecificEstimateSchema],
+      [...this.validateSpecificEstimateSchema],
       this.validationResult,
       asyncMiddleware(this.approveSaleEstimate.bind(this)),
       this.handleServiceErrors
@@ -59,7 +59,7 @@ export default class SalesEstimatesController extends BaseController {
     router.post(
       '/:id/reject',
       CheckPolicies(SaleEstimateAction.Edit, AbilitySubject.SaleEstimate),
-      [this.validateSpecificEstimateSchema],
+      [...this.validateSpecificEstimateSchema],
       this.validationResult,
       asyncMiddleware(this.rejectSaleEstimate.bind(this)),
       this.handleServiceErrors
@@ -105,6 +105,12 @@ export default class SalesEstimatesController extends BaseController {
       asyncMiddleware(this.deleteEstimate.bind(this)),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleEstimateAction.View, AbilitySubject.SaleEstimate),
+      this.getSaleEstimateState.bind(this),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleEstimateAction.View, AbilitySubject.SaleEstimate),
@@ -168,9 +174,7 @@ export default class SalesEstimatesController extends BaseController {
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.quantity').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.description')
+      check('entries.*.description').optional({ nullable: true }).trim(),
-        .optional({ nullable: true })
-        .trim(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -186,6 +190,9 @@ export default class SalesEstimatesController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
     ];
   }
 
@@ -545,6 +552,23 @@ export default class SalesEstimatesController extends BaseController {
     }
   };
 
+  private getSaleEstimateState = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.saleEstimatesApplication.getSaleEstimateState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

packages/server/src/api/controllers/Sales/SalesInvoices.ts

@@ -130,6 +130,12 @@ export default class SaleInvoicesController extends BaseController {
       this.asyncMiddleware(this.getInvoicePaymentTransactions),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
+      asyncMiddleware(this.getSaleInvoiceState.bind(this)),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
@@ -138,6 +144,7 @@ export default class SaleInvoicesController extends BaseController {
       asyncMiddleware(this.getSaleInvoice.bind(this)),
       this.handleServiceErrors
     );
+
     router.get(
       '/',
       CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
@@ -224,9 +231,7 @@ export default class SaleInvoicesController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toFloat(),
-      check('entries.*.description')
+      check('entries.*.description').optional({ nullable: true }).trim(),
-        .optional({ nullable: true })
-        .trim(),
       check('entries.*.tax_code')
         .optional({ nullable: true })
         .trim()
@@ -257,6 +262,14 @@ export default class SaleInvoicesController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toFloat(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
+
+      // Payment methods.
+      check('payment_methods').optional({ nullable: true }).isArray(),
+      check('payment_methods.*.payment_integration_id').exists().toInt(),
+      check('payment_methods.*.enable').exists().isBoolean(),
     ];
   }
 
@@ -447,6 +460,24 @@ export default class SaleInvoicesController extends BaseController {
       return res.status(200).send({ saleInvoice });
     }
   }
+
+  private async getSaleInvoiceState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieve paginated sales invoices with custom view metadata.
    * @param {Request} req

packages/server/src/api/controllers/Sales/SalesReceipts.ts

@@ -108,6 +108,12 @@ export default class SalesReceiptsController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
+      asyncMiddleware(this.getSaleReceiptState.bind(this)),
+      this.handleServiceErrors
+    ); 
     router.get(
       '/:id',
       CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
@@ -148,17 +154,20 @@ export default class SalesReceiptsController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
-      check('entries.*.description')
+      check('entries.*.description').optional({ nullable: true }).trim(),
-        .optional({ nullable: true })
-        .trim(),
       check('entries.*.warehouse_id')
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
       check('receipt_message').optional().trim(),
+
       check('statement').optional().trim(),
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
     ];
   }
 
@@ -366,6 +375,30 @@ export default class SalesReceiptsController extends BaseController {
     }
   }
 
+  /**
+   *
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleReceiptState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    // Retrieves receipt in pdf format.
+    try {
+      const data = await this.saleReceiptsApplication.getSaleReceiptState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Sale receipt notification via SMS.
    * @param {Request} req

packages/server/src/api/controllers/ShareLink/PublicSharableLinkController.ts

@@ -0,0 +1,117 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { param } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { PaymentLinksApplication } from '@/services/PaymentLinks/PaymentLinksApplication';
+
+@Service()
+export class PublicSharableLinkController extends BaseController {
+  @Inject()
+  private paymentLinkApp: PaymentLinksApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/:paymentLinkId/invoice',
+      [param('paymentLinkId').exists()],
+      this.validationResult,
+      this.getPaymentLinkPublicMeta.bind(this),
+      this.validationResult
+    );
+    router.get(
+      '/:paymentLinkId/invoice/pdf',
+      [param('paymentLinkId').exists()],
+      this.validationResult,
+      this.getPaymentLinkInvoicePdf.bind(this),
+      this.validationResult
+    );
+    router.post(
+      '/:paymentLinkId/stripe_checkout_session',
+      [param('paymentLinkId').exists()],
+      this.validationResult,
+      this.createInvoicePaymentLinkCheckoutSession.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Retrieves the payment link public meta.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns
+   */
+  public async getPaymentLinkPublicMeta(
+    req: Request<{ paymentLinkId: string }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { paymentLinkId } = req.params;
+
+    try {
+      const data = await this.paymentLinkApp.getInvoicePaymentLink(
+        paymentLinkId
+      );
+
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Creates a Stripe checkout session for the given payment link id.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  public async createInvoicePaymentLinkCheckoutSession(
+    req: Request<{ paymentLinkId: string }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { paymentLinkId } = req.params;
+
+    try {
+      const session =
+        await this.paymentLinkApp.createInvoicePaymentCheckoutSession(
+          paymentLinkId
+        );
+      return res.status(200).send(session);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the sale invoice pdf of the given payment link.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getPaymentLinkInvoicePdf(
+    req: Request<{ paymentLinkId: string }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { paymentLinkId } = req.params;
+
+    try {
+      const pdfContent = await this.paymentLinkApp.getPaymentLinkInvoicePdf(
+        paymentLinkId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/ShareLink/ShareLinkController.ts

@@ -0,0 +1,65 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { body } from 'express-validator';
+import { AbilitySubject, PaymentReceiveAction } from '@/interfaces';
+import BaseController from '@/api/controllers/BaseController';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { GenerateShareLink } from '@/services/Sales/Invoices/GenerateeInvoicePaymentLink';
+
+@Service()
+export class ShareLinkController extends BaseController {
+  @Inject()
+  private generateShareLinkService: GenerateShareLink;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.post(
+      '/payment-links/generate',
+      CheckPolicies(PaymentReceiveAction.Edit, AbilitySubject.PaymentReceive),
+      [
+        body('transaction_type').exists(),
+        body('transaction_id').exists().isNumeric().toInt(),
+        body('publicity').optional(),
+        body('expiry_date').optional({ nullable: true }),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.generateShareLink.bind(this))
+    );
+
+    return router;
+  }
+
+  /**
+   * Generates sharable link for the given transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async generateShareLink(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { transactionType, transactionId, publicity, expiryDate } =
+      this.matchedBodyData(req);
+
+    try {
+      const link = await this.generateShareLinkService.generatePaymentLink(
+        tenantId,
+        transactionId,
+        transactionType,
+        publicity,
+        expiryDate
+      );
+      res.status(200).json({ link });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/StripeIntegration/StripeIntegrationController.ts

@@ -0,0 +1,122 @@
+import { NextFunction, Request, Response, Router } from 'express';
+import { body } from 'express-validator';
+import { Service, Inject } from 'typedi';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import { StripePaymentApplication } from '@/services/StripePayment/StripePaymentApplication';
+import BaseController from '../BaseController';
+
+@Service()
+export class StripeIntegrationController extends BaseController {
+  @Inject()
+  private stripePaymentApp: StripePaymentApplication;
+
+  public router() {
+    const router = Router();
+
+    router.get('/link', this.getStripeConnectLink.bind(this));
+    router.post(
+      '/callback',
+      [body('code').exists()],
+      this.validationResult,
+      this.exchangeOAuth.bind(this)
+    );
+    router.post('/account', asyncMiddleware(this.createAccount.bind(this)));
+    router.post(
+      '/account_link',
+      [body('stripe_account_id').exists()],
+      this.validationResult,
+      asyncMiddleware(this.createAccountLink.bind(this))
+    );
+    return router;
+  }
+
+  /**
+   * Retrieves Stripe OAuth2 connect link.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  public async getStripeConnectLink(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    try {
+      const authorizationUri = this.stripePaymentApp.getStripeConnectLink();
+
+      return res.status(200).send({ url: authorizationUri });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Exchanges the given Stripe authorization code to Stripe user id and access token.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<void>}
+   */
+  public async exchangeOAuth(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { code } = this.matchedBodyData(req);
+
+    try {
+      await this.stripePaymentApp.exchangeStripeOAuthToken(tenantId, code);
+
+      return res.status(200).send({});
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Creates a new Stripe account.
+   * @param {Request} req - The Express request object.
+   * @param {Response} res - The Express response object.
+   * @param {NextFunction} next - The Express next middleware function.
+   * @returns {Promise<void>}
+   */
+  public async createAccount(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+
+    try {
+      const accountId = await this.stripePaymentApp.createStripeAccount(
+        tenantId
+      );
+      return res.status(201).json({
+        accountId,
+        message: 'The Stripe account has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Creates a new Stripe account session.
+   * @param {Request} req - The Express request object.
+   * @param {Response} res - The Express response object.
+   * @param {NextFunction} next - The Express next middleware function.
+   * @returns {Promise<void>}
+   */
+  public async createAccountLink(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { stripeAccountId } = this.matchedBodyData(req);
+
+    try {
+      const clientSecret = await this.stripePaymentApp.createAccountLink(
+        tenantId,
+        stripeAccountId
+      );
+      return res.status(200).json({ clientSecret });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/StripeIntegration/StripeWebhooksController.ts

@@ -0,0 +1,83 @@
+import { NextFunction, Request, Response, Router } from 'express';
+import { Inject, Service } from 'typedi';
+import bodyParser from 'body-parser';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import { StripeWebhookEventPayload } from '@/interfaces/StripePayment';
+import { StripePaymentService } from '@/services/StripePayment/StripePaymentService';
+import events from '@/subscribers/events';
+import config from '@/config';
+
+@Service()
+export class StripeWebhooksController {
+  @Inject()
+  private stripePaymentService: StripePaymentService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/stripe',
+      bodyParser.raw({ type: 'application/json' }),
+      this.handleWebhook.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Handles incoming Stripe webhook events.
+   * Verifies the webhook signature, processes the event based on its type,
+   * and triggers appropriate actions or events in the system.
+   *
+   * @param {Request} req - The Express request object containing the webhook payload.
+   * @param {Response} res - The Express response object.
+   * @param {NextFunction} next - The Express next middleware function.
+   */
+  private async handleWebhook(req: Request, res: Response, next: NextFunction) {
+    try {
+      let event = req.body;
+      const sig = req.headers['stripe-signature'];
+
+      // Verify webhook signature and extract the event.
+      // See https://stripe.com/docs/webhooks#verify-events for more information.
+      try {
+        event = this.stripePaymentService.stripe.webhooks.constructEvent(
+          req.rawBody,
+          sig,
+          config.stripePayment.webhooksSecret
+        );
+      } catch (err) {
+        return res.status(400).send(`Webhook Error: ${err.message}`);
+      }
+      // Handle the event based on its type
+      switch (event.type) {
+        case 'checkout.session.completed':
+          // Triggers `onStripeCheckoutSessionCompleted` event.
+          this.eventPublisher.emitAsync(
+            events.stripeWebhooks.onCheckoutSessionCompleted,
+            {
+              event,
+            } as StripeWebhookEventPayload
+          );
+          break;
+        case 'account.updated':
+          this.eventPublisher.emitAsync(
+            events.stripeWebhooks.onAccountUpdated,
+            {
+              event,
+            } as StripeWebhookEventPayload
+          );
+          break;
+        // Add more cases as needed
+        default:
+          console.log(`Unhandled event type ${event.type}`);
+      }
+
+      res.status(200).json({ received: true });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/Subscription/SubscriptionController.ts

@@ -113,7 +113,7 @@ export class SubscriptionController extends BaseController {
     const { tenantId } = req;
 
     try {
-      await this.subscriptionApp.cancelSubscription(tenantId, '455610');
+      await this.subscriptionApp.cancelSubscription(tenantId);
 
       return res.status(200).send({
         status: 200,

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

@@ -1,9 +1,10 @@
 import { NextFunction, Router, Request, Response } from 'express';
-import { Inject, Service } from 'typedi';
+import Container, { Inject, Service } from 'typedi';
 import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
 import BaseController from '../BaseController';
 import { LemonSqueezyWebhooks } from '@/services/Subscription/LemonSqueezyWebhooks';
 import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+import { StripeWebhooksController } from '../StripeIntegration/StripeWebhooksController';
 
 @Service()
 export class Webhooks extends BaseController {
@@ -24,6 +25,8 @@ export class Webhooks extends BaseController {
 
     router.post('/lemon', this.lemonWebhooks.bind(this));
 
+    router.use(Container.get(StripeWebhooksController).router());
+
     return router;
   }
 
@@ -35,7 +38,7 @@ export class Webhooks extends BaseController {
    */
   public async lemonWebhooks(req: Request, res: Response, next: NextFunction) {
     const data = req.body;
-    const signature = req.headers['x-signature'] ?? '';
+    const signature = req.headers['x-signature'] as string ?? '';
     const rawBody = req.rawBody;
 
     try {

packages/server/src/api/index.ts

@@ -63,6 +63,12 @@ import { BankingController } from './controllers/Banking/BankingController';
 import { Webhooks } from './controllers/Webhooks/Webhooks';
 import { ExportController } from './controllers/Export/ExportController';
 import { AttachmentsController } from './controllers/Attachments/AttachmentsController';
+import { OneClickDemoController } from './controllers/OneClickDemo/OneClickDemoController';
+import { StripeIntegrationController } from './controllers/StripeIntegration/StripeIntegrationController';
+import { ShareLinkController } from './controllers/ShareLink/ShareLinkController';
+import { PublicSharableLinkController } from './controllers/ShareLink/PublicSharableLinkController';
+import { PdfTemplatesController } from './controllers/PdfTemplates/PdfTemplatesController';
+import { PaymentServicesController } from './controllers/PaymentServices/PaymentServicesController';
 
 export default () => {
   const app = Router();
@@ -80,6 +86,11 @@ export default () => {
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
   app.use('/webhooks', Container.get(Webhooks).router());
+  app.use('/demo', Container.get(OneClickDemoController).router());
+  app.use(
+    '/payment-links',
+    Container.get(PublicSharableLinkController).router()
+  );
 
   // - Dashboard routes.
   // ---------------------------
@@ -145,10 +156,22 @@ export default () => {
   dashboard.use('/import', Container.get(ImportController).router());
   dashboard.use('/export', Container.get(ExportController).router());
   dashboard.use('/attachments', Container.get(AttachmentsController).router());
-
+  dashboard.use(
+    '/stripe_integration',
+    Container.get(StripeIntegrationController).router()
+  );
+  dashboard.use(
+    '/pdf-templates',
+    Container.get(PdfTemplatesController).router()
+  );
+  dashboard.use(
+    '/payment-services',
+    Container.get(PaymentServicesController).router()
+  );
   dashboard.use('/', Container.get(ProjectTasksController).router());
   dashboard.use('/', Container.get(ProjectTimesController).router());
   dashboard.use('/', Container.get(WarehousesItemController).router());
+  dashboard.use('/', Container.get(ShareLinkController).router());
 
   dashboard.use('/dashboard', Container.get(DashboardController).router());
   dashboard.use('/', Container.get(Miscellaneous).router());

packages/server/src/api/middleware/SettingsMiddleware.ts

@@ -1,11 +1,21 @@
-import { Request, Response, NextFunction } from 'express';
 import { Container } from 'typedi';
+import { Request, Response, NextFunction } from 'express';
 import SettingsStore from '@/services/Settings/SettingsStore';
- 
+
 export default async (req: Request, res: Response, next: NextFunction) => {
   const { tenantId } = req.user;
 
-  const Logger = Container.get('logger');
+  const settings = await initializeTenantSettings(tenantId);
+  req.settings = settings;
+
+  res.on('finish', async () => {
+    await settings.save();
+  });
+  next();
+}
+
+
+export const initializeTenantSettings = async (tenantId: number) => {
   const tenantContainer = Container.of(`tenant-${tenantId}`);
 
   if (tenantContainer && !tenantContainer.has('settings')) {
@@ -18,10 +28,5 @@ export default async (req: Request, res: Response, next: NextFunction) => {
 
   await settings.load();
 
-  req.settings = settings;
+  return settings;
-
-  res.on('finish', async () => {
-    await settings.save();
-  });
-  next();
 }

packages/server/src/api/middleware/SubscriptionMiddleware.ts

@@ -1,6 +1,8 @@
 import { Container } from 'typedi';
 import { Request, Response, NextFunction } from 'express';
 
+const SupportedMethods = ['POST', 'PUT'];
+
 export default (subscriptionSlug = 'main') =>
   async (req: Request, res: Response, next: NextFunction) => {
     const { tenant, tenantId } = req;
@@ -19,8 +21,10 @@ export default (subscriptionSlug = 'main') =>
         errors: [{ type: 'TENANT.HAS.NO.SUBSCRIPTION' }],
       });
     }
-    // Validate in case the subscription is inactive.
+    const isMethodSupported = SupportedMethods.includes(req.method);
-    else if (subscription.inactive()) {
+    const isSubscriptionInactive = subscription.inactive();
+
+    if (isMethodSupported && isSubscriptionInactive) {
       return res.boom.badRequest(null, {
         errors: [{ type: 'ORGANIZATION.SUBSCRIPTION.INACTIVE' }],
       });

packages/server/src/api/middleware/TenantDependencyInjection.ts

@@ -4,6 +4,7 @@ import { Request } from 'express';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import TenantsManagerService from '@/services/Tenancy/TenantsManager';
 import rtlDetect from 'rtl-detect';
+import { Tenant } from '@/system/models';
 
 export default (req: Request, tenant: ITenant) => {
   const { id: tenantId, organizationId } = tenant;
@@ -16,7 +17,7 @@ export default (req: Request, tenant: ITenant) => {
 
   const tenantContainer = tenantServices.tenantContainer(tenantId);
 
-  tenantContainer.set('i18n', injectI18nUtils(req));
+  tenantContainer.set('i18n', injectI18nUtils());
 
   const knexInstance = tenantServices.knex(tenantId);
   const models = tenantServices.models(tenantId);
@@ -33,14 +34,36 @@ export default (req: Request, tenant: ITenant) => {
 };
 
 export const injectI18nUtils = (req) => {
-  const locale = req.getLocale();
+  const globalI18n = Container.get('i18n');
+  const locale = globalI18n.getLocale();
   const direction = rtlDetect.getLangDir(locale);
 
   return {
     locale,
-    __: req.__,
+    __: globalI18n.__,
     direction,
     isRtl: direction === 'rtl',
     isLtr: direction === 'ltr',
   };
 };
+
+export const initalizeTenantServices = async (tenantId: number) => {
+  const tenant = await Tenant.query()
+    .findById(tenantId)
+    .withGraphFetched('metadata')
+    .throwIfNotFound();
+
+  const tenantServices = Container.get(TenancyService);
+  const tenantsManager = Container.get(TenantsManagerService);
+
+  // Initialize the knex instance.
+  tenantsManager.setupKnexInstance(tenant);
+
+  const tenantContainer = tenantServices.tenantContainer(tenantId);
+  tenantContainer.set('i18n', injectI18nUtils());
+
+  tenantServices.knex(tenantId);
+  tenantServices.models(tenantId);
+  tenantServices.repositories(tenantId);
+  tenantServices.cache(tenantId);
+};

packages/server/src/config/index.ts

@@ -245,4 +245,31 @@ module.exports = {
   loops: {
     apiKey: process.env.LOOPS_API_KEY,
   },
+
+  /**
+   * One-click demo accounts.
+   */
+  oneClickDemoAccounts: {
+    enable: parseBoolean(process.env.ONE_CLICK_DEMO_ACCOUNTS, false),
+    demoUrl: process.env.ONE_CLICK_DEMO_ACCOUNTS_URL || '',
+  },
+
+  /**
+   * PostHog
+   */
+  posthog: {
+    apiKey: process.env.POSTHOG_API_KEY,
+    host: process.env.POSTHOG_HOST,
+  },
+
+  /**
+   * Stripe Payment Integration.
+   */
+  stripePayment: {
+    secretKey: process.env.STRIPE_PAYMENT_SECRET_KEY || '',
+    publishableKey: process.env.STRIPE_PAYMENT_PUBLISHABLE_KEY || '',
+    clientId: process.env.STRIPE_PAYMENT_CLIENT_ID || '',
+    redirectTo: process.env.STRIPE_PAYMENT_REDIRECT_URL || '',
+    webhooksSecret: process.env.STRIPE_PAYMENT_WEBHOOKS_SECRET || '',
+  },
 };

packages/server/src/constants/event-tracker.ts

@@ -0,0 +1,91 @@
+export const SALE_INVOICE_CREATED = 'Sale invoice created';
+export const SALE_INVOICE_EDITED = 'Sale invoice edited';
+export const SALE_INVOICE_DELETED = 'Sale invoice deleted';
+export const SALE_INVOICE_MAIL_DELIVERED = 'Sale invoice mail delivered';
+
+export const SALE_ESTIMATE_CREATED = 'Sale estimate created';
+export const SALE_ESTIMATE_EDITED = 'Sale estimate edited';
+export const SALE_ESTIMATE_DELETED = 'Sale estimate deleted';
+
+export const PAYMENT_RECEIVED_CREATED = 'Payment received created';
+export const PAYMENT_RECEIVED_EDITED = 'payment received edited';
+export const PAYMENT_RECEIVED_DELETED = 'Payment received deleted';
+
+export const BILL_CREATED = 'Bill created';
+export const BILL_EDITED = 'Bill edited';
+export const BILL_DELETED = 'Bill deleted';
+
+export const PAYMENT_MADE_CREATED = 'Payment made created';
+export const PAYMENT_MADE_EDITED = 'Payment made edited';
+export const PAYMENT_MADE_DELETED = 'Payment made deleted';
+
+export const EXPENSE_CREATED = 'Expense created';
+export const EXPENSE_EDITED = 'Expense edited';
+export const EXPENSE_DELETED = 'Expense deleted';
+
+export const ACCOUNT_CREATED = 'Account created';
+export const ACCOUNT_EDITED = 'Account Edited';
+export const ACCOUNT_DELETED = 'Account deleted';
+
+export const ITEM_EVENT_CREATED = 'Item created';
+export const ITEM_EVENT_EDITED = 'Item edited';
+export const ITEM_EVENT_DELETED = 'Item deleted';
+
+export const AUTH_SIGNED_UP = 'Auth Signed-up';
+export const AUTH_RESET_PASSWORD = 'Auth reset password';
+
+export const SUBSCRIPTION_CANCELLED = 'Subscription cancelled';
+export const SUBSCRIPTION_RESUMED = 'Subscription resumed';
+export const SUBSCRIPTION_PLAN_CHANGED = 'Subscription plan changed';
+
+export const CUSTOMER_CREATED = 'Customer created';
+export const CUSTOMER_EDITED = 'Customer edited';
+export const CUSTOMER_DELETED = 'Customer deleted';
+
+export const VENDOR_CREATED = 'Vendor created';
+export const VENDOR_EDITED = 'Vendor edited';
+export const VENDOR_DELETED = 'Vendor deleted';
+
+export const TRANSACTIONS_LOCKING_LOCKED = 'Transactions locking locked';
+export const TRANSACTIONS_LOCKING_LOCKING_CANCELLED =
+  'Transactions locking cancelled';
+export const TRANSACTIONS_LOCKING_PARTIALLY_UNLOCKED =
+  'Transactions locking partially unlocked';
+export const TRANSACTIONS_LOCKING_PARTIALLY_UNLOCK_CANCELLED =
+  'Transactions locking partially unlock cancelled';
+
+export const BANK_TRANSACTION_MATCHED = 'Bank transaction matching deleted';
+export const BANK_TRANSACTION_EXCLUDED = 'Bank transaction excluded';
+export const BANK_TRANSACTION_CATEGORIZED = 'Bank transaction categorized';
+export const BANK_TRANSACTION_UNCATEGORIZED = 'Bank transaction uncategorized';
+export const BANK_ACCOUNT_DISCONNECTED = 'Bank account disconnected';
+
+export const MANUAL_JOURNAL_CREATED = 'Manual journal created';
+export const MANUAL_JOURNAL_EDITED = 'Manual journal edited';
+export const MANUAL_JOURNAL_DELETED = 'Manual journal deleted';
+export const MANUAL_JOURNAL_PUBLISHED = 'Manual journal published';
+
+export const BANK_RULE_CREATED = 'Bank rule created';
+export const BANK_RULE_EDITED = 'Bank rule edited';
+export const BANK_RULE_DELETED = 'Bank rule deleted';
+
+export const PDF_TEMPLATE_CREATED = 'PDF template created';
+export const PDF_TEMPLATE_EDITED = 'PDF template edited';
+export const PDF_TEMPLATE_DELETED = 'PDF template deleted';
+export const PDF_TEMPLATE_ASSIGNED_DEFAULT = 'PDF template assigned as default';
+
+export const PAYMENT_METHOD_EDITED = 'Payment method edited';
+export const PAYMENT_METHOD_DELETED = 'Payment method deleted';
+
+export const INVOICE_PAYMENT_LINK_GENERATED = 'Invoice payment link generated';
+
+export const STRIPE_INTEGRAION_CONNECTED = 'Stripe integration oauth2 connected';
+
+// # Event Groups
+export const ACCOUNT_GROUP = 'Account';
+export const ITEM_GROUP = 'Item';
+export const AUTH_GROUP = 'Auth';
+export const SALE_GROUP = 'Sale';
+export const PAYMENT_GROUP = 'Payment';
+export const BILL_GROUP = 'Bill';
+export const EXPENSE_GROUP = 'Expense';

packages/server/src/database/migrations/20240909101051_add_stripe_pintent_id_to_payments_received.js

@@ -0,0 +1,19 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.table('payment_receives', (table) => {
+    table.string('stripe_pintent_id').nullable();
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.table('payment_receives', (table) => {
+    table.dropColumn('stripe_pintent_id');
+  });
+};

packages/server/src/database/migrations/20240911112147_create_pdf_templates_table.js

@@ -0,0 +1,75 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema
+    .createTable('pdf_templates', (table) => {
+      table.increments('id').primary();
+      table.text('resource');
+      table.text('template_name');
+      table.json('attributes');
+      table.boolean('predefined').defaultTo(false);
+      table.boolean('default').defaultTo(false);
+      table.timestamps();
+    })
+    .table('sales_invoices', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('sales_estimates', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('sales_receipts', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('credit_notes', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('payment_receives', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema
+    .table('payment_receives', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('credit_notes', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('sales_receipts', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('sales_estimates', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('sales_invoices', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .dropTableIfExists('pdf_templates');
+};

packages/server/src/database/migrations/20240915155403_payment_integration.js

@@ -0,0 +1,25 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.createTable('payment_integrations', (table) => {
+    table.increments('id');
+    table.string('service');
+    table.string('name'); 
+    table.string('slug');
+    table.boolean('payment_enabled').defaultTo(false);
+    table.boolean('payout_enabled').defaultTo(false);
+    table.string('account_id');
+    table.json('options');
+    table.timestamps();
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('payment_integrations');
+};

packages/server/src/database/migrations/20240915163722_creat_transaction_payment_service_table.js

@@ -0,0 +1,27 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.createTable('transactions_payment_methods', (table) => {
+    table.increments('id');
+    table.integer('reference_id').unsigned();
+    table.string('reference_type');
+    table
+      .integer('payment_integration_id')
+      .unsigned()
+      .index()
+      .references('id')
+      .inTable('payment_integrations');
+    table.boolean('enable').defaultTo(false);
+    table.json('options').nullable();
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('transactions_payment_methods');
+};

packages/server/src/database/migrations/20240915195024_seed_standard_pdf_templates.js

@@ -0,0 +1,44 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex('pdf_templates').insert([
+    {
+      resource: 'SaleInvoice',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'SaleEstimate',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'SaleReceipt',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'CreditNote',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'PaymentReceive',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+  ]);
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {};

packages/server/src/database/seeds/core/20200810121809_seed_settings.ts

@@ -15,6 +15,7 @@ export default class SeedSettings extends TenantSeeder {
 
       // Manual journals settings.
       { group: 'manual_journals', key: 'next_number', value: '00001' },
+      { group: 'manual_journals', key: 'number_prefix', value: 'J-' },
       { group: 'manual_journals', key: 'auto_increment', value: true },
 
       // Sale invoices settings.

packages/server/src/database/seeds/data/accounts.js

@@ -31,6 +31,17 @@ export const PrepardExpenses = {
   predefined: true,
 };
 
+export const StripeClearingAccount = {
+  name: 'Stripe Clearing',
+  slug: 'stripe-clearing',
+  account_type: 'other-current-asset',
+  parent_account_id: null,
+  code: '100020',
+  active: true,
+  index: 1,
+  predefined: true, 
+}
+
 export default [
   {
     name: 'Bank Account',

packages/server/src/interfaces/Authentication.ts

@@ -7,7 +7,6 @@ export interface IRegisterDTO {
   lastName: string;
   email: string;
   password: string;
-  organizationName: string;
 }
 
 export interface ILoginDTO {
@@ -77,6 +76,10 @@ export interface IAuthSendedResetPassword {
 
 export interface IAuthGetMetaPOJO {
   signupDisabled: boolean;
+  oneClickDemo: {
+    enable: boolean;
+    demoUrl: string;
+  };
 }
 
 export interface IAuthSignUpVerifingEventPayload {

packages/server/src/interfaces/Bill.ts

@@ -99,6 +99,7 @@ export interface IBillsFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
   page: number;
   pageSize: number;
+  filterQuery?: (q: any) => void;
 }
 
 export interface IBillsService {

packages/server/src/interfaces/CashflowService.ts

@@ -146,6 +146,7 @@ export interface ICashflowTransactionUncategorizedPayload {
   tenantId: number;
   uncategorizedTransactionId: number;
   uncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  oldMainUncategorizedTransaction: IUncategorizedCashflowTransaction;
   oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
   trx: Knex.Transaction;
 }
@@ -167,11 +168,18 @@ export interface CategorizeTransactionAsExpenseDTO {
 export interface IGetUncategorizedTransactionsQuery {
   page?: number;
   pageSize?: number;
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
 }
 
-
 export interface IGetRecognizedTransactionsQuery {
   page?: number;
   pageSize?: number;
   accountId?: number;
-}
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
+}

packages/server/src/interfaces/Contact.ts

@@ -241,6 +241,7 @@ export interface ICustomerEventCreatingPayload {
   trx: Knex.Transaction;
 }
 export interface ICustomerEventEditedPayload {
+  tenantId: number
   customerId: number;
   customer: ICustomer;
   trx: Knex.Transaction;

packages/server/src/interfaces/CreditNote.ts

@@ -1,10 +1,10 @@
 import { Knex } from 'knex';
-import { IDynamicListFilter, IItemEntry, IVendorCredit } from '@/interfaces';
+import { IDynamicListFilter, IItemEntry } from '@/interfaces';
 import { ILedgerEntry } from './Ledger';
 import { AttachmentLinkDTO } from './Attachments';
 
 export interface ICreditNoteEntryNewDTO {
-  index: number;
+  index?: number;
   itemId: number;
   rate: number;
   quantity: number;
@@ -22,7 +22,7 @@ export interface ICreditNoteNewDTO {
   entries: ICreditNoteEntryNewDTO[];
   branchId?: number;
   warehouseId?: number;
-  attachments?: AttachmentLinkDTO[]
+  attachments?: AttachmentLinkDTO[];
 }
 
 export interface ICreditNoteEditDTO {
@@ -35,7 +35,7 @@ export interface ICreditNoteEditDTO {
   entries: ICreditNoteEntryNewDTO[];
   branchId?: number;
   warehouseId?: number;
-  attachments?: AttachmentLinkDTO[]
+  attachments?: AttachmentLinkDTO[];
 }
 
 export interface ICreditNoteEntry extends IItemEntry {}
@@ -61,7 +61,9 @@ export interface ICreditNote {
   localAmount?: number;
   branchId?: number;
   warehouseId: number;
-  createdAt?: Date,
+  createdAt?: Date;
+  termsConditions: string;
+  note: string;
 }
 
 export enum CreditNoteAction {
@@ -130,7 +132,9 @@ export interface ICreditNoteOpenedPayload {
   trx: Knex.Transaction;
 }
 
-export interface ICreditNotesQueryDTO {}
+export interface ICreditNotesQueryDTO {
+  filterQuery?: (query: any) => void;
+}
 
 export interface ICreditNotesQueryDTO extends IDynamicListFilter {
   page: number;
@@ -256,3 +260,61 @@ export type ICreditNoteGLCommonEntry = Pick<
   | 'debit'
   | 'branchId'
 >;
+
+export interface CreditNotePdfTemplateAttributes {
+  // # Primary color
+  primaryColor: string;
+  secondaryColor: string;
+
+  // # Company logo
+  showCompanyLogo: boolean;
+  companyLogo: string;
+
+  // # Company name
+  companyName: string;
+
+  // # Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // # Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  total: string;
+  totalLabel: string;
+  showTotal: boolean;
+
+  subtotal: string;
+  subtotalLabel: string;
+  showSubtotal: boolean;
+
+  showCustomerNote: boolean;
+  customerNote: string;
+  customerNoteLabel: string;
+
+  showTermsConditions: boolean;
+  termsConditions: string;
+  termsConditionsLabel: string;
+
+  lines: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+
+  showCreditNoteNumber: boolean;
+  creditNoteNumberLabel: string;
+  creditNoteNumebr: string;
+
+  creditNoteDate: string;
+  showCreditNoteDate: boolean;
+  creditNoteDateLabel: string;
+}
+
+export interface ICreditNoteState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/Expenses.ts

@@ -17,6 +17,7 @@ export interface IExpensesFilter {
   columnSortBy: string;
   sortOrder: string;
   viewSlug?: string;
+  filterQuery?: (query: any) => void;
 }
 
 export interface IExpense {

packages/server/src/interfaces/Import.ts

@@ -3,6 +3,6 @@ import { ImportFilePreviewPOJO } from "@/services/Import/interfaces";
 
 export interface IImportFileCommitedEventPayload {
   tenantId: number;
-  importId: number;
+  importId: string;
   meta: ImportFilePreviewPOJO;
 }

packages/server/src/interfaces/ItemEntry.ts

@@ -48,6 +48,7 @@ export interface IItemEntry {
 
 export interface IItemEntryDTO {
   id?: number;
+  index?: number;
   itemId: number;
   landedCost?: boolean;
   warehouseId?: number;

packages/server/src/interfaces/Model.ts

@@ -151,6 +151,7 @@ export interface IModelMetaFieldCommon2 {
   importHint?: string;
   order?: number;
   unique?: number;
+  features?: Array<any>
 }
 
 export interface IModelMetaRelationField2 {

packages/server/src/interfaces/PaymentReceive.ts

@@ -25,6 +25,7 @@ export interface IPaymentReceived {
   updatedAt: Date;
   localAmount?: number;
   branchId?: number;
+  pdfTemplateId?: number;
 }
 export interface IPaymentReceivedCreateDTO {
   customerId: number;
@@ -66,7 +67,7 @@ export interface IPaymentReceivedEntry {
 
 export interface IPaymentReceivedEntryDTO {
   id?: number;
-  index: number;
+  index?: number;
   paymentReceiveId?: number;
   invoiceId: number;
   paymentAmount: number;
@@ -74,6 +75,7 @@ export interface IPaymentReceivedEntryDTO {
 
 export interface IPaymentsReceivedFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
+  filterQuery?: (trx: Knex.Transaction) => void;
 }
 
 export interface IPaymentReceivePageEntry {
@@ -184,3 +186,60 @@ export interface PaymentReceiveMailPresendEvent {
   paymentReceiveId: number;
   messageOptions: PaymentReceiveMailOptsDTO;
 }
+
+export interface PaymentReceivedPdfLineItem {
+  item: string;
+  description: string;
+  rate: string;
+  quantity: string;
+  total: string;
+}
+
+export interface PaymentReceivedPdfTax {
+  label: string;
+  amount: string;
+}
+
+export interface PaymentReceivedPdfTemplateAttributes {
+  primaryColor: string;
+  secondaryColor: string;
+  showCompanyLogo: boolean;
+  companyLogo: string;
+  companyName: string;
+
+  // Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  total: string;
+  totalLabel: string;
+  showTotal: boolean;
+
+  subtotal: string;
+  subtotalLabel: string;
+  showSubtotal: boolean;
+
+  lines: Array<{
+    invoiceNumber: string;
+    invoiceAmount: string;
+    paidAmount: string;
+  }>;
+
+  showPaymentReceivedNumber: boolean;
+  paymentReceivedNumberLabel: string;
+  paymentReceivedNumebr: string;
+
+  paymentReceivedDate: string;
+  showPaymentReceivedDate: boolean;
+  paymentReceivedDateLabel: string;
+}
+
+
+export interface IPaymentReceivedState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleEstimate.ts

@@ -44,6 +44,7 @@ export interface ISaleEstimateDTO {
 
 export interface ISalesEstimatesFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
+  filterQuery?: (q: any) => void;
 }
 
 export interface ISalesEstimatesService {
@@ -142,3 +143,7 @@ export interface ISaleEstimateMailPresendEvent {
   saleEstimateId: number;
   messageOptions: SaleEstimateMailOptionsDTO;
 }
+
+export interface ISaleEstimateState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleInvoice.ts

@@ -5,6 +5,34 @@ import { IDynamicListFilter } from '@/interfaces/DynamicFilter';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { AttachmentLinkDTO } from './Attachments';
 
+export interface PaymentIntegrationTransactionLink {
+  id: number;
+  enable: true;
+  paymentIntegrationId: number;
+  referenceType: string;
+  referenceId: number;
+}
+
+export interface PaymentIntegrationTransactionLinkEventPayload {
+  tenantId: number;
+  enable: true;
+  paymentIntegrationId: number;
+  referenceType: string;
+  referenceId: number;
+  saleInvoiceId: number;
+  trx?: Knex.Transaction;
+}
+
+export interface PaymentIntegrationTransactionLinkDeleteEventPayload {
+  tenantId: number;
+  enable: true;
+  paymentIntegrationId: number;
+  referenceType: string;
+  referenceId: number;
+  oldSaleInvoiceId: number;
+  trx?: Knex.Transaction;
+}
+
 export interface ISaleInvoice {
   id: number;
   amount: number;
@@ -45,6 +73,13 @@ export interface ISaleInvoice {
   subtotal: number;
   subtotalLocal: number;
   subtotalExludingTax: number;
+
+  termsConditions: string;
+  invoiceMessage: string;
+
+  pdfTemplateId?: number;
+
+  paymentMethods?: Array<PaymentIntegrationTransactionLink>;
 }
 
 export interface ISaleInvoiceDTO {
@@ -79,6 +114,7 @@ export interface ISalesInvoicesFilter extends IDynamicListFilter {
   page: number;
   pageSize: number;
   searchKeyword?: string;
+  filterQuery?: (q: Knex.QueryBuilder) => void;
 }
 
 export interface ISalesInvoicesService {
@@ -130,7 +166,13 @@ export interface ISaleInvoiceEditingPayload {
 
 export interface ISaleInvoiceDeletePayload {
   tenantId: number;
-  saleInvoice: ISaleInvoice;
+  oldSaleInvoice: ISaleInvoice;
+  saleInvoiceId: number;
+}
+
+export interface ISaleInvoiceDeletingPayload {
+  tenantId: number;
+  oldSaleInvoice: ISaleInvoice;
   saleInvoiceId: number;
   trx: Knex.Transaction;
 }
@@ -216,3 +258,88 @@ export interface ISaleInvoiceMailSent {
   saleInvoiceId: number;
   messageOptions: SendInvoiceMailDTO;
 }
+
+// Invoice Pdf Document
+export interface InvoicePdfLine {
+  item: string;
+  description: string;
+  rate: string;
+  quantity: string;
+  total: string;
+}
+
+export interface InvoicePdfTax {
+  label: string;
+  amount: string;
+}
+
+export interface InvoicePdfTemplateAttributes {
+  primaryColor: string;
+  secondaryColor: string;
+
+  companyName: string;
+
+  showCompanyLogo: boolean;
+  companyLogo: string;
+
+  dueDate: string;
+  dueDateLabel: string;
+  showDueDate: boolean;
+
+  dateIssue: string;
+  dateIssueLabel: string;
+  showDateIssue: boolean;
+
+  invoiceNumberLabel: string;
+  invoiceNumber: string;
+  showInvoiceNumber: boolean;
+
+  // Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  lineItemLabel: string;
+  lineDescriptionLabel: string;
+  lineRateLabel: string;
+  lineTotalLabel: string;
+
+  totalLabel: string;
+  subtotalLabel: string;
+  discountLabel: string;
+  paymentMadeLabel: string;
+  balanceDueLabel: string;
+
+  showTotal: boolean;
+  showSubtotal: boolean;
+  showDiscount: boolean;
+  showTaxes: boolean;
+  showPaymentMade: boolean;
+  showDueAmount: boolean;
+  showBalanceDue: boolean;
+
+  total: string;
+  subtotal: string;
+  discount: string;
+  paymentMade: string;
+  balanceDue: string;
+
+  termsConditionsLabel: string;
+  showTermsConditions: boolean;
+  termsConditions: string;
+
+  lines: InvoicePdfLine[];
+  taxes: InvoicePdfTax[];
+
+  statementLabel: string;
+  showStatement: boolean;
+  statement: string;
+}
+
+export interface ISaleInvocieState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleReceipt.ts

@@ -29,7 +29,9 @@ export interface ISaleReceipt {
   entries?: IItemEntry[];
 }
 
-export interface ISalesReceiptsFilter {}
+export interface ISalesReceiptsFilter {
+  filterQuery?: (query: any) => void;
+}
 
 export interface ISaleReceiptDTO {
   customerId: number;
@@ -153,3 +155,64 @@ export interface ISaleReceiptMailPresend {
   saleReceiptId: number;
   messageOptions: SaleReceiptMailOptsDTO;
 }
+
+export interface ISaleReceiptBrandingTemplateAttributes {
+  primaryColor: string;
+  secondaryColor: string;
+  showCompanyLogo: boolean;
+  companyLogo: string;
+  companyName: string;
+
+  // Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  // Total
+  total: string;
+  totalLabel: string;
+  showTotal: boolean;
+
+  // Subtotal
+  subtotal: string;
+  subtotalLabel: string;
+  showSubtotal: boolean;
+
+  // Customer Note
+  showCustomerNote: boolean;
+  customerNote: string;
+  customerNoteLabel: string;
+
+  // Terms & Conditions
+  showTermsConditions: boolean;
+  termsConditions: string;
+  termsConditionsLabel: string;
+
+  // Lines
+  lines: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+
+  // Receipt Number
+  showReceiptNumber: boolean;
+  receiptNumberLabel: string;
+  receiptNumebr: string;
+
+  // Receipt Date
+  receiptDate: string;
+  showReceiptDate: boolean;
+  receiptDateLabel: string;
+}
+
+
+export interface ISaleReceiptState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/Setup.ts

@@ -18,14 +18,26 @@ export interface IOrganizationBuildDTO {
   dateFormat?: string;
 }
 
+interface OrganizationAddressDTO {
+  address1: string;
+  address2: string;
+  postalCode: string;
+  city: string;
+  stateProvince: string;
+  phone: string;
+}
+
 export interface IOrganizationUpdateDTO {
   name: string;
-  location: string;
+  location?: string;
-  baseCurrency: string;
+  baseCurrency?: string;
-  timezone: string;
+  timezone?: string;
-  fiscalYear: string;
+  fiscalYear?: string;
-  industry: string;
+  industry?: string;
-  taxNumber: string;
+  taxNumber?: string;
+  primaryColor?: string;
+  logoKey?: string;
+  address?: OrganizationAddressDTO;
 }
 
 export interface IOrganizationBuildEventPayload {
@@ -33,3 +45,7 @@ export interface IOrganizationBuildEventPayload {
   buildDTO: IOrganizationBuildDTO;
   systemUser: ISystemUser;
 }
+
+export interface IOrganizationBuiltEventPayload {
+  tenantId: number;
+}

packages/server/src/interfaces/StripePayment.ts

@@ -0,0 +1,20 @@
+export interface StripePaymentLinkCreatedEventPayload {
+  tenantId: number;
+  paymentLinkId: string;
+  saleInvoiceId: number;
+  stripeIntegrationId: number;
+}
+
+export interface StripeCheckoutSessionCompletedEventPayload {
+  event: any;
+}
+
+export interface StripeInvoiceCheckoutSessionPOJO {
+  sessionId: string;
+  publishableKey: string;
+  redirectTo: string;
+}
+
+export interface StripeWebhookEventPayload {
+  event: any;
+}

packages/server/src/interfaces/Subscription.ts

@@ -0,0 +1,8 @@
+export interface SubscriptionPayload {
+  lemonSqueezyId?: string;
+}
+
+export enum SubscriptionPaymentStatus {
+  Succeed = 'succeed',
+  Failed = 'failed',
+}

packages/server/src/interfaces/VendorCredit.ts

@@ -106,6 +106,7 @@ export interface IVendorCreditsQueryDTO extends IDynamicListFilter {
   page: number;
   pageSize: number;
   searchKeyword?: string;
+  filterQuery?: (q: any) => void;
 }
 
 export interface IVendorCreditEditingPayload {

packages/server/src/interfaces/index.ts

@@ -75,6 +75,7 @@ export * from './Times';
 export * from './ProjectProfitabilitySummary';
 export * from './TaxRate';
 export * from './Plaid';
+export * from './Subscription';
 
 export interface I18nService {
   __: (input: string) => string;

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

@@ -2,6 +2,7 @@ import moment from 'moment';
 import * as R from 'ramda';
 import { includes, isFunction, isObject, isUndefined, omit } from 'lodash';
 import { formatNumber, sortObjectKeysAlphabetically } from 'utils';
+import { EXPORT_DTE_FORMAT } from '@/services/Export/constants';
 
 export class Transformer {
   public context: any;
@@ -155,19 +156,35 @@ export class Transformer {
     this.dateFormat = format;
   }
 
+  /**
+   * Format date.
+   * @param {} date
+   * @param {string} format -
+   * @returns {}
+   */
+  protected formatDate(date, format?: string) {
+    // Use the export date format if the async operation is in exporting,
+    // otherwise use the given or default format.
+    const _format = this.context.exportAls.isExport
+      ? EXPORT_DTE_FORMAT
+      : format || this.dateFormat;
+
+    return date ? moment(date).format(_format) : '';
+  }
+
   /**
    *
    * @param date
-   * @returns
+   * @returns {}
    */
-  protected formatDate(date) {
+  protected formatDateFromNow(date) {
-    return date ? moment(date).format(this.dateFormat) : '';
+    return date ? moment(date).fromNow(true) : '';
   }
 
   /**
    *
    * @param number
-   * @returns
+   * @returns {}
    */
   protected formatNumber(number, props?) {
     return formatNumber(number, { money: false, ...props });
@@ -177,7 +194,7 @@ export class Transformer {
    *
    * @param money
    * @param options
-   * @returns
+   * @returns {}
    */
   protected formatMoney(money, options?) {
     return formatNumber(money, {

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

@@ -3,12 +3,17 @@ import { isNull } from 'lodash';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { TenantMetadata } from '@/system/models';
 import { Transformer } from './Transformer';
+import { ImportAls } from '@/services/Import/ImportALS';
+import { ExportAls } from '@/services/Export/ExportAls';
 
 @Service()
 export class TransformerInjectable {
   @Inject()
   private tenancy: HasTenancyService;
 
+  @Inject()
+  private exportAls: ExportAls;
+
   /**
    * Retrieves the application context of all tenant transformers.
    * @param   {number} tenantId
@@ -17,10 +22,12 @@ export class TransformerInjectable {
   async getApplicationContext(tenantId: number) {
     const i18n = this.tenancy.i18n(tenantId);
     const organization = await TenantMetadata.query().findOne({ tenantId });
+    const exportAls = this.exportAls;
 
     return {
       organization,
       i18n,
+      exportAls,
     };
   }
 

packages/server/src/loaders/eventEmitter.ts

@@ -116,6 +116,11 @@ import { DecrementUncategorizedTransactionOnCategorize } from '@/services/Cashfl
 import { DisconnectPlaidItemOnAccountDeleted } from '@/services/Banking/BankAccounts/events/DisconnectPlaidItemOnAccountDeleted';
 import { LoopsEventsSubscriber } from '@/services/Loops/LoopsEventsSubscriber';
 import { DeleteUncategorizedTransactionsOnAccountDeleting } from '@/services/Banking/BankAccounts/events/DeleteUncategorizedTransactionsOnAccountDeleting';
+import { SeedInitialDemoAccountDataOnOrgBuild } from '@/services/OneClickDemo/events/SeedInitialDemoAccountData';
+import { EventsTrackerListeners } from '@/services/EventsTracker/events/events';
+import { InvoicePaymentIntegrationSubscriber } from '@/services/Sales/Invoices/subscribers/InvoicePaymentIntegrationSubscriber';
+import { StripeWebhooksSubscriber } from '@/services/StripePayment/events/StripeWebhooksSubscriber';
+import { SeedStripeAccountsOnOAuthGrantedSubscriber } from '@/services/StripePayment/events/SeedStripeAccounts';
 
 export default () => {
   return new EventPublisher();
@@ -246,6 +251,7 @@ export const susbcribers = () => {
     DeleteCashflowTransactionOnUncategorize,
     PreventDeleteTransactionOnDelete,
 
+    // Subscription
     SubscribeFreeOnSignupCommunity,
     SendVerfiyMailOnSignUp,
 
@@ -281,6 +287,16 @@ export const susbcribers = () => {
     DeleteUncategorizedTransactionsOnAccountDeleting,
 
     // Loops
-    LoopsEventsSubscriber
+    LoopsEventsSubscriber,
+
+    // Demo Account
+    SeedInitialDemoAccountDataOnOrgBuild,
+
+    // Stripe Payment
+    InvoicePaymentIntegrationSubscriber,
+    StripeWebhooksSubscriber,
+    SeedStripeAccountsOnOAuthGrantedSubscriber,
+
+    ...EventsTrackerListeners
   ];
 };

packages/server/src/loaders/i18n.ts

@@ -2,6 +2,7 @@ import { I18n } from 'i18n';
 
 export default () => new I18n({
   locales: ['en', 'ar'],
+  defaultLocale: 'en',
   register: global,
   directory: global.__locales_dir,
   updateFiles: false,

packages/server/src/loaders/tenantModels.ts

@@ -68,6 +68,9 @@ import { BankRule } from '@/models/BankRule';
 import { BankRuleCondition } from '@/models/BankRuleCondition';
 import { RecognizedBankTransaction } from '@/models/RecognizedBankTransaction';
 import { MatchedBankTransaction } from '@/models/MatchedBankTransaction';
+import { PdfTemplate } from '@/models/PdfTemplate';
+import { PaymentIntegration } from '@/models/PaymentIntegration';
+import { TransactionPaymentServiceEntry } from '@/models/TransactionPaymentServiceEntry';
 
 export default (knex) => {
   const models = {
@@ -139,6 +142,9 @@ export default (knex) => {
     BankRuleCondition,
     RecognizedBankTransaction,
     MatchedBankTransaction,
+    PdfTemplate,
+    PaymentIntegration,
+    TransactionPaymentServiceEntry,
   };
   return mapValues(models, (model) => model.bindKnex(knex));
 };

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'vendor',
   defaultSort: {
@@ -167,6 +169,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     billNumber: {
@@ -238,6 +252,22 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/Bill.ts

@@ -402,6 +402,7 @@ export default class Bill extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const BillLandedCost = require('models/BillLandedCost');
     const Branch = require('models/Branch');
+    const Warehouse = require('models/Warehouse');
     const TaxRateTransaction = require('models/TaxRateTransaction');
     const Document = require('models/Document');
     const { MatchedBankTransaction } = require('models/MatchedBankTransaction');
@@ -453,6 +454,18 @@ export default class Bill extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Bill may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'bills.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Bill may has associated tax rate transactions.
        */

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'vendor',
   defaultSort: {
@@ -5,6 +7,8 @@ export default {
     sortField: 'bill_date',
   },
   exportable: true,
+  exportFlattenOn: 'entries',
+
   importable: true,
   importAggregator: 'group',
   importAggregateOn: 'entries',
@@ -77,7 +81,7 @@ export default {
     paymentDate: {
       name: 'bill_payment.field.payment_date',
       type: 'date',
-      accessor: 'formattedPaymentDate'
+      accessor: 'formattedPaymentDate',
     },
     paymentNumber: {
       name: 'bill_payment.field.payment_number',
@@ -111,6 +115,40 @@ export default {
       name: 'bill_payment.field.reference',
       type: 'text',
     },
+    entries: {
+      name: 'Entries',
+      accessor: 'entries',
+      type: 'collection',
+      collectionOf: 'object',
+      columns: {
+        date: {
+          name: 'Bill date',
+          accessor: 'bill.formattedBillDate',
+        },
+        billNo: {
+          name: 'Bill No.',
+          accessor: 'bill.billNo',
+        },
+        billRefNo: {
+          name: 'Bill Reference No.',
+          accessor: 'bill.referenceNo',
+        },
+        billAmount: {
+          name: 'Bill Amount',
+          accessor: 'bill.totalFormatted',
+        },
+        paidAmount: {
+          name: 'Paid Amount',
+          accessor: 'paymentAmountFormatted',
+        },
+      },
+    },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     vendorId: {
@@ -174,5 +212,13 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
   },
 };

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

@@ -0,0 +1,11 @@
+export default {
+  fields2: {
+    name: {
+      name: 'Name',
+      fieldType: 'text',
+      required: true,
+    },
+  },
+  columns: {},
+  fields: {}
+};

packages/server/src/models/Branch.ts

@@ -1,7 +1,9 @@
-import { Model } from 'objection';
+import { Model, mixin } from 'objection';
 import TenantModel from 'models/TenantModel';
+import BranchMetadata from './Branch.settings';
+import ModelSetting from './ModelSetting';
 
-export default class Branch extends TenantModel {
+export default class Branch extends mixin(TenantModel, [ModelSetting]) {
   /**
    * Table name.
    */
@@ -169,4 +171,11 @@ export default class Branch extends TenantModel {
       },
     };
   }
+
+  /**
+   * Model settings.
+   */
+  static get meta() {
+    return BranchMetadata;
+  }
 }

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 function StatusFieldFilterQuery(query, role) {
   query.modify('filterByStatus', role.value);
 }
@@ -100,7 +102,7 @@ export default {
     },
     creditNoteDate: {
       name: 'Credit Note Date',
-      accessor: 'formattedCreditNoteDate'
+      accessor: 'formattedCreditNoteDate',
     },
     referenceNo: {
       name: 'Reference No.',
@@ -147,6 +149,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     customerId: {
@@ -215,5 +229,21 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };

packages/server/src/models/CreditNote.ts

@@ -175,6 +175,7 @@ export default class CreditNote extends mixin(TenantModel, [
     const Customer = require('models/Customer');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const Warehouse = require('models/Warehouse');
 
     return {
       /**
@@ -235,6 +236,18 @@ export default class CreditNote extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Credit note may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'credit_notes.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Credit note may has many attached attachments.
        */

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

@@ -95,6 +95,11 @@ export default {
     },
   },
   columns: {
+    customerType: {
+      name: 'Customer Type',
+      type: 'text',
+      accessor: 'formattedCustomerType',
+    },
     firstName: {
       name: 'vendor.field.first_name',
       type: 'text',
@@ -135,116 +140,117 @@ export default {
     openingBalance: {
       name: 'vendor.field.opening_balance',
       type: 'number',
-      printable: false
+      printable: false,
     },
     openingBalanceAt: {
       name: 'vendor.field.opening_balance_at',
       type: 'date',
-      printable: false
+      printable: false,
+      accessor: 'formattedOpeningBalanceAt'
     },
     currencyCode: {
       name: 'vendor.field.currency',
       type: 'text',
-      printable: false
+      printable: false,
     },
     status: {
       name: 'vendor.field.status',
-      printable: false
+      printable: false,
     },
     note: {
       name: 'vendor.field.note',
-      printable: false
+      printable: false,
     },
     // Billing Address
     billingAddress1: {
       name: 'Billing Address 1',
       column: 'billing_address1',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddress2: {
       name: 'Billing Address 2',
       column: 'billing_address2',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressCity: {
       name: 'Billing Address City',
       column: 'billing_address_city',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressCountry: {
       name: 'Billing Address Country',
       column: 'billing_address_country',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressPostcode: {
       name: 'Billing Address Postcode',
       column: 'billing_address_postcode',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressState: {
       name: 'Billing Address State',
       column: 'billing_address_state',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressPhone: {
       name: 'Billing Address Phone',
       column: 'billing_address_phone',
       type: 'text',
-      printable: false
+      printable: false,
     },
     // Shipping Address
     shippingAddress1: {
       name: 'Shipping Address 1',
       column: 'shipping_address1',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddress2: {
       name: 'Shipping Address 2',
       column: 'shipping_address2',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressCity: {
       name: 'Shipping Address City',
       column: 'shipping_address_city',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressCountry: {
       name: 'Shipping Address Country',
       column: 'shipping_address_country',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressPostcode: {
       name: 'Shipping Address Postcode',
       column: 'shipping_address_postcode',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressPhone: {
       name: 'Shipping Address Phone',
       column: 'shipping_address_phone',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressState: {
       name: 'Shipping Address State',
       column: 'shipping_address_state',
       type: 'text',
-      printable: false
+      printable: false,
     },
     createdAt: {
       name: 'vendor.field.created_at',
       type: 'date',
-      printable: false
+      printable: false,
     },
   },
   fields2: {

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 /**
  * Expense - Settings.
  */
@@ -119,6 +121,12 @@ export default {
       type: 'boolean',
       printable: false,
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     paymentAccountId: {
@@ -178,6 +186,14 @@ export default {
       name: 'expense.field.publish',
       fieldType: 'boolean',
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
   },
 };
 

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

@@ -41,17 +41,17 @@ export default {
       fieldType: 'boolean',
     },
     sell_price: {
-      name: 'item.field.cost_price',
+      name: 'item.field.sell_price',
       column: 'sell_price',
       fieldType: 'number',
     },
     cost_price: {
-      name: 'item.field.cost_account',
+      name: 'item.field.cost_price',
       column: 'cost_price',
       fieldType: 'number',
     },
     cost_account: {
-      name: 'item.field.sell_account',
+      name: 'item.field.cost_account',
       column: 'cost_account_id',
       fieldType: 'relation',
 
@@ -62,7 +62,7 @@ export default {
       relationEntityKey: 'slug',
     },
     sell_account: {
-      name: 'item.field.sell_description',
+      name: 'item.field.sell_account',
       column: 'sell_account_id',
       fieldType: 'relation',
 
@@ -155,24 +155,24 @@ export default {
       printable: false,
     },
     sellPrice: {
-      name: 'item.field.cost_price',
+      name: 'item.field.sell_price',
       type: 'number',
       exportable: true,
     },
     costPrice: {
-      name: 'item.field.cost_account',
+      name: 'item.field.cost_price',
       type: 'number',
       exportable: true,
     },
     costAccount: {
-      name: 'item.field.sell_account',
+      name: 'item.field.cost_account',
       type: 'text',
       accessor: 'costAccount.name',
       exportable: true,
       printable: false,
     },
     sellAccount: {
-      name: 'item.field.sell_description',
+      name: 'item.field.sell_account',
       type: 'text',
       accessor: 'sellAccount.name',
       exportable: true,
@@ -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/models/PaymentIntegration.ts

@@ -0,0 +1,61 @@
+import { Model } from 'objection';
+import TenantModel from 'models/TenantModel';
+
+export class PaymentIntegration extends Model {
+  paymentEnabled!: boolean;
+  payoutEnabled!: boolean;
+
+  static get tableName() {
+    return 'payment_integrations';
+  }
+
+  static get idColumn() {
+    return 'id';
+  }
+
+  static get virtualAttributes() {
+    return ['fullEnabled'];
+  }
+
+  static get jsonAttributes() {
+    return ['options'];
+  }
+
+  get fullEnabled() {
+    return this.paymentEnabled && this.payoutEnabled;
+  }
+
+  static get modifiers() {
+    return {
+      /**
+       * Query to filter enabled payment and payout.
+       */
+      fullEnabled(query) {
+        query.where('paymentEnabled', true).andWhere('payoutEnabled', true);
+      },
+    };
+  }
+
+  static get jsonSchema() {
+    return {
+      type: 'object',
+      required: ['name', 'service'],
+      properties: {
+        id: { type: 'integer' },
+        service: { type: 'string' },
+        paymentEnabled: { type: 'boolean' },
+        payoutEnabled: { type: 'boolean' },
+        accountId: { type: 'string' },
+        options: {
+          type: 'object',
+          properties: {
+            bankAccountId: { type: 'number' },
+            clearingAccountId: { type: 'number' },
+          },
+        },
+        createdAt: { type: 'string', format: 'date-time' },
+        updatedAt: { type: 'string', format: 'date-time' },
+      },
+    };
+  }
+}

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

@@ -1,6 +1,11 @@
+import { Features } from '@/interfaces';
+
 export default {
   importable: true,
+
   exportable: true,
+  exportFlattenOn: 'entries',
+
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'paymentReceiveNo',
@@ -72,7 +77,7 @@ export default {
     amount: {
       name: 'payment_receive.field.amount',
       type: 'number',
-      accessor: 'formattedAmount'
+      accessor: 'formattedAmount',
     },
     referenceNo: {
       name: 'payment_receive.field.reference_no',
@@ -92,11 +97,45 @@ export default {
       type: 'text',
       printable: false,
     },
+    entries: {
+      name: 'Entries',
+      accessor: 'entries',
+      type: 'collection',
+      collectionOf: 'object',
+      columns: {
+        date: {
+          name: 'Invoice date',
+          accessor: 'invoice.invoiceDateFormatted',
+        },
+        invoiceNo: {
+          name: 'Invoice No.',
+          accessor: 'invoice.invoiceNo',
+        },
+        invoiceRefNo: {
+          name: 'Invoice Reference No.',
+          accessor: 'invoice.referenceNo',
+        },
+        invoiceAmount: {
+          name: 'Invoice Amount',
+          accessor: 'invoice.totalFormatted',
+        },
+        paidAmount: {
+          name: 'Paid Amount',
+          accessor: 'paymentAmountFormatted',
+        },
+      },
+    },
     created_at: {
       name: 'payment_receive.field.created_at',
       type: 'date',
       printable: false,
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     customerId: {
@@ -158,5 +197,13 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
   },
 };

packages/server/src/models/PdfTemplate.ts

@@ -0,0 +1,59 @@
+import TenantModel from 'models/TenantModel';
+
+export class PdfTemplate extends TenantModel {
+  /**
+   * Table name.
+   */
+  static get tableName() {
+    return 'pdf_templates';
+  }
+
+  /**
+   * Timestamps columns.
+   */
+  get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  /**
+   * Json schema.
+   */
+  static get jsonSchema() {
+    return {
+      type: 'object',
+      properties: {
+        id: { type: 'integer' },
+        templateName: { type: 'string' },
+        attributes: { type: 'object' }, // JSON field definition
+      },
+    };
+  }
+
+  /**
+   * Model modifiers.
+   */
+  static get modifiers() {
+    return {
+      /**
+       * Filters the due invoices.
+       */
+      default(query) {
+        query.where('default', true);
+      },
+    };
+  }
+
+  /**
+   * Virtual attributes.
+   */
+  static get virtualAttributes() {
+    return [];
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    return {};
+  }
+}

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'estimate_date',
   defaultSort: {
@@ -13,7 +15,7 @@ export default {
   importAggregateBy: 'estimateNumber',
 
   print: {
-    pageTitle: 'Sale Estimates'
+    pageTitle: 'Sale Estimates',
   },
 
   fields: {
@@ -142,6 +144,7 @@ export default {
     delivered: {
       name: 'Delivered',
       type: 'boolean',
+      accessor: 'isDelivered',
       exportable: true,
       printable: false,
     },
@@ -173,6 +176,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     customerId: {
@@ -251,6 +266,22 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/SaleEstimate.ts

@@ -182,6 +182,7 @@ export default class SaleEstimate extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const Customer = require('models/Customer');
     const Branch = require('models/Branch');
+    const Warehouse = require('models/Warehouse');
     const Document = require('models/Document');
 
     return {
@@ -221,6 +222,18 @@ export default class SaleEstimate extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Sale estimate may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'sales_estimates.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Sale estimate transaction may has many attached attachments.
        */

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'customer',
   defaultSort: {
@@ -155,6 +157,7 @@ export default {
       name: 'invoice.field.delivered',
       type: 'boolean',
       printable: false,
+      accessor: 'isDelivered',
     },
     entries: {
       name: 'Entries',
@@ -184,6 +187,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     invoiceDate: {
@@ -267,6 +282,22 @@ export default {
       fieldType: 'boolean',
       printable: false,
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/SaleInvoice.ts

@@ -408,10 +408,15 @@ export default class SaleInvoice extends mixin(TenantModel, [
     const InventoryCostLotTracker = require('models/InventoryCostLotTracker');
     const PaymentReceiveEntry = require('models/PaymentReceiveEntry');
     const Branch = require('models/Branch');
+    const Warehouse = require('models/Warehouse');
     const Account = require('models/Account');
     const TaxRateTransaction = require('models/TaxRateTransaction');
     const Document = require('models/Document');
     const { MatchedBankTransaction } = require('models/MatchedBankTransaction');
+    const {
+      TransactionPaymentServiceEntry,
+    } = require('models/TransactionPaymentServiceEntry');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       /**
@@ -499,6 +504,18 @@ export default class SaleInvoice extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Invoice may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'sales_invoices.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Invoice may has associated written-off expense account.
        */
@@ -553,12 +570,42 @@ export default class SaleInvoice extends mixin(TenantModel, [
         modelClass: MatchedBankTransaction,
         join: {
           from: 'sales_invoices.id',
-          to: "matched_bank_transactions.referenceId",
+          to: 'matched_bank_transactions.referenceId',
         },
         filter(query) {
           query.where('reference_type', 'SaleInvoice');
         },
       },
+
+      /**
+       * Sale invoice may belongs to payment methods entries.
+       */
+      paymentMethods: {
+        relation: Model.HasManyRelation,
+        modelClass: TransactionPaymentServiceEntry,
+        join: {
+          from: 'sales_invoices.id',
+          to: 'transactions_payment_methods.referenceId',
+        },
+        beforeInsert: (model) => {
+          model.referenceType = 'SaleInvoice';
+        },
+        filter: (query) => {
+          query.where('reference_type', 'SaleInvoice');
+        },
+      },
+
+      /**
+       * Sale invoice may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'sales_invoices.pdfTemplateId',
+          to: 'pdf_templates.id',
+        }
+      },
     };
   }
 

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'receipt_date',
   defaultSort: {
@@ -169,6 +171,18 @@ export default {
       type: 'date',
       printable: false,
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     receiptDate: {
@@ -245,6 +259,22 @@ export default {
       name: 'Receipt Message',
       fieldType: 'text',
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/SaleReceipt.ts

@@ -109,6 +109,7 @@ export default class SaleReceipt extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const Warehouse = require('models/Warehouse');
 
     return {
       customer: {
@@ -169,6 +170,18 @@ export default class SaleReceipt extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Sale receipt may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'sales_receipts.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Sale receipt transaction may has many attached attachments.
        */

packages/server/src/models/TransactionPaymentServiceEntry.ts

@@ -0,0 +1,46 @@
+import TenantModel from 'models/TenantModel';
+
+export class TransactionPaymentServiceEntry extends TenantModel {
+  /**
+   * Table name
+   */
+  static get tableName() {
+    return 'transactions_payment_methods';
+  }
+
+  /**
+   * Json schema of the model.
+   */
+  static get jsonSchema() {
+    return {
+      type: 'object',
+      required: ['paymentIntegrationId'], 
+      properties: {
+        id: { type: 'integer' },
+        referenceId: { type: 'integer' },
+        referenceType: { type: 'string' },
+        paymentIntegrationId: { type: 'integer' },
+        enable: { type: 'boolean' },
+        options: { type: 'object' },
+      },
+    };
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    const { PaymentIntegration } = require('./PaymentIntegration');
+
+    return {
+      paymentIntegration: {
+        relation: TenantModel.BelongsToOneRelation,
+        modelClass: PaymentIntegration,
+        join: {
+          from: 'transactions_payment_methods.paymentIntegrationId',
+          to: 'payment_integrations.id',
+        },
+      },
+    };
+  }
+}

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -1,8 +1,8 @@
 /* eslint-disable global-require */
+import moment from 'moment';
 import { Model, mixin } from 'objection';
 import TenantModel from 'models/TenantModel';
 import ModelSettings from './ModelSetting';
-import Account from './Account';
 import UncategorizedCashflowTransactionMeta from './UncategorizedCashflowTransaction.meta';
 
 export default class UncategorizedCashflowTransaction extends mixin(
@@ -166,6 +166,28 @@ export default class UncategorizedCashflowTransaction extends mixin(
       pending(query) {
         query.where('pending', true);
       },
+
+      minAmount(query, minAmount) {
+        query.where('amount', '>=', minAmount);
+      },
+
+      maxAmount(query, maxAmount) {
+        query.where('amount', '<=', maxAmount);
+      },
+
+      toDate(query, toDate) {
+        const dateFormat = 'YYYY-MM-DD';
+        const _toDate = moment(toDate).endOf('day').format(dateFormat);
+
+        query.where('date', '<=', _toDate);
+      },
+
+      fromDate(query, fromDate) {
+        const dateFormat = 'YYYY-MM-DD';
+        const _fromDate = moment(fromDate).startOf('day').format(dateFormat);
+
+        query.where('date', '>=', _fromDate);
+      },
     };
   }
 

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

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 function StatusFieldFilterQuery(query, role) {
   query.modify('filterByStatus', role.value);
 }
@@ -160,6 +162,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     vendorId: {
@@ -225,5 +239,21 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true
+    },
   },
 };

packages/server/src/models/VendorCredit.ts

@@ -178,6 +178,7 @@ export default class VendorCredit extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const Warehouse = require('models/Warehouse');
 
     return {
       vendor: {
@@ -217,6 +218,18 @@ export default class VendorCredit extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Vendor credit may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'vendor_credits.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Vendor credit may has many attached attachments.
        */

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

@@ -0,0 +1,11 @@
+export default {
+  fields2: {
+    name: {
+      name: 'Name',
+      fieldType: 'text',
+      required: true,
+    },
+  },
+  columns: {},
+  fields: {}
+};

packages/server/src/repositories/AccountRepository.ts

@@ -4,6 +4,7 @@ import { IAccount } from '@/interfaces';
 import { Knex } from 'knex';
 import {
   PrepardExpenses,
+  StripeClearingAccount,
   TaxPayableAccount,
   UnearnedRevenueAccount,
 } from '@/database/seeds/data/accounts';
@@ -247,4 +248,37 @@ export default class AccountRepository extends TenantRepository {
     }
     return result;
   }
+
+
+  /**
+   * Finds or creates the stripe clearing account.
+   * @param {Record<string, string>} extraAttrs 
+   * @param {Knex.Transaction} trx 
+   * @returns 
+   */
+  public async findOrCreateStripeClearing(
+    extraAttrs: Record<string, string> = {},
+    trx?: Knex.Transaction
+  ) {
+    // Retrieves the given tenant metadata.
+    const tenantMeta = await TenantMetadata.query().findOne({
+      tenantId: this.tenantId,
+    });
+    const _extraAttrs = {
+      currencyCode: tenantMeta.baseCurrency,
+      ...extraAttrs,
+    };
+
+    let result = await this.model
+      .query(trx)
+      .findOne({ slug: StripeClearingAccount.slug, ..._extraAttrs });
+
+    if (!result) {
+      result = await this.model.query(trx).insertAndFetch({
+        ...StripeClearingAccount,
+        ..._extraAttrs,
+      });
+    }
+    return result;
+  }
 }

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

@@ -2,6 +2,7 @@ import { Inject, Service } from 'typedi';
 import { AccountsApplication } from './AccountsApplication';
 import { Exportable } from '../Export/Exportable';
 import { IAccountsFilter, IAccountsStructureType } from '@/interfaces';
+import { EXPORT_SIZE_LIMIT } from '../Export/constants';
 
 @Service()
 export class AccountsExportable extends Exportable {
@@ -20,7 +21,7 @@ export class AccountsExportable extends Exportable {
       inactiveMode: false,
       ...query,
       structure: IAccountsStructureType.Flat,
-      pageSize: 12000,
+      pageSize: EXPORT_SIZE_LIMIT,
       page: 1,
     } as IAccountsFilter;
 

packages/server/src/services/Attachments/S3UploadPipeline.ts

@@ -1,17 +1,16 @@
+import { NextFunction, Request, Response } from 'express';
 import multer from 'multer';
 import type { Multer } from 'multer';
 import multerS3 from 'multer-s3';
 import { s3 } from '@/lib/S3/S3';
 import { Service } from 'typedi';
 import config from '@/config';
-import { NextFunction, Request, Response } from 'express';
 
 @Service()
 export class AttachmentUploadPipeline {
   /**
    * Middleware to ensure that S3 configuration is properly set before proceeding.
    * This function checks if the necessary S3 configuration keys are present and throws an error if any are missing.
-   *
    * @param req The HTTP request object.
    * @param res The HTTP response object.
    * @param next The callback to pass control to the next middleware function.
@@ -49,6 +48,11 @@ export class AttachmentUploadPipeline {
         key: function (req, file, cb) {
           cb(null, Date.now().toString());
         },
+        acl: function(req, file, cb) {
+          // Conditionally set file to public or private based on isPublic flag
+          const aclValue = true ? 'public-read' : 'private';
+          cb(null, aclValue); // Set ACL based on the isPublic flag
+        }
       }),
     });
   }