feat: allow quantity of entries accept decimal value (#753)

fix: make manual entries adjust decimal credit/debit amounts

.all-contributorsrc

@@ -159,6 +159,15 @@
       "contributions": [
         "code"
       ]
+    },
+    {
+      "login": "nklmantey",
+      "name": "Mantey",
+      "avatar_url": "https://avatars.githubusercontent.com/u/90279429?v=4",
+      "profile": "https://nklmantey.com/",
+      "contributions": [
+        "bug"
+      ]
     }
   ],
   "contributorsPerLine": 7,

CHANGELOG.md

@@ -2,6 +2,43 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+# [0.20.5]
+
+* fix: Disable tabs of the pdf customization if the first field not filed up by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/701
+* fix: Invoice form layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/705
+* refactor: Invoice, estimate, receipt, credit note and payment received date input fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/707
+* feat: Add customize templates button to edit forms by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/708
+* feat: Track account, invoice and item viewed events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/709
+
+# [0.20.4]
+
+* fix: Delete company logo from the PDF template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/699
+* fix: Set max width/height to company logo of pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/700
+
+# [0.20.3]
+
+* feat: Assign default PDF template automatically by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/687
+* fix: pdf template addresses controlling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/688
+* fix: Remove empty lines from address formats by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/690
+* fix: Pdf templates layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/691
+* feat: Download invoice pdf of the payment link by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/689
+* fix: Display country name by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/693
+* feat: Add shared packages to Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/694
+
+# [0.20.2]
+
+* feat: Assign default PDF template automatically by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/687
+* fix: pdf template addresses controlling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/688
+* fix: Remove empty lines from address formats by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/690
+* fix: Pdf templates layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/691
+* feat: Download invoice pdf of the payment link by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/689
+* fix: Display country name by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/693
+* feat: Add shared packages to Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/694
+
+# [0.20.1]
+
+* fix: Getting uploaded object uri by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/684
+
 # [0.20.0]
 
 * feat: Customize pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/667

README.md

@@ -12,6 +12,9 @@
     <a href="https://github.com/bigcapitalhq/bigcapital/commits/develop">
       <img src="https://img.shields.io/github/commit-activity/m/bigcapitalhq/bigcapital/develop" />
     </a>
+    <a href="https://hub.docker.com/u/bigcapitalhq">
+      <img src="https://img.shields.io/docker/pulls/bigcapitalhq/webapp" />
+    </a>
     <a href="https://discord.com/invite/c8nPBJafeb">
       <img src="https://img.shields.io/discord/1066514716752625725?label=Discord" alt="" />
     </a>
@@ -130,6 +133,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://myself.vercel.app/"><img src="https://avatars.githubusercontent.com/u/42431274?v=4?s=100" width="100px;" alt="Sachin Mittal"/><br /><sub><b>Sachin Mittal</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Amittalsam98" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://www.camilooviedo.com/"><img src="https://avatars.githubusercontent.com/u/64604272?v=4?s=100" width="100px;" alt="Camilo Oviedo"/><br /><sub><b>Camilo Oviedo</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=Champetaman" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://nklmantey.com/"><img src="https://avatars.githubusercontent.com/u/90279429?v=4?s=100" width="100px;" alt="Mantey"/><br /><sub><b>Mantey</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Anklmantey" title="Bug reports">🐛</a></td>
     </tr>
   </tbody>
 </table>

package.json

@@ -4,10 +4,10 @@
   "scripts": {
     "dev": "lerna run dev",
     "build": "lerna run build",
-    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
+    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\"",
-    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
+    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\"",
-    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
+    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\" --scope \"@bigcapital/email-components\"",
-    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
+    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\" --scope \"@bigcapital/email-components\"",
     "serve:server": "lerna run serve --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
     "test:e2e": "playwright test",
     "prepare": "husky install"

packages/server/package.json

@@ -20,9 +20,11 @@
     "bigcapital": "./bin/bigcapital.js"
   },
   "dependencies": {
+    "@bigcapital/utils": "*",
+    "@bigcapital/email-components": "*",
+    "@bigcapital/pdf-templates": "*",
     "@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",

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

@@ -30,17 +30,17 @@ block head
       flex: 1 1 0%;
     }
     .#{prefix}-big-title {
-      font-size: 60px;
+      font-size: 30px;
       margin: 0;
       line-height: 1;
       font-weight: 500;
       color: #333;
     }
     .#{prefix}-logo-wrap img {
-      height: auto;
+      width: 100%;
-      width: auto;
+      height: 100%;
-      max-width: 400px;
+      max-width: 260px;
-      max-height: 160px;
+      max-height: 100px;
     }
     .#{prefix}-terms-list {
       display: flex;
@@ -108,7 +108,14 @@ block head
     .#{prefix}-table__cell--right {
       text-align: right;
     }
-
+    .#{prefix}-table__cell--item .item {
+      display: flex;
+      flex-direction: column;
+      gap: 2px;
+    }
+    .#{prefix}-table__cell--item .item .item__description{
+      color: #5f6b7c;
+    }
     .#{prefix}-totals {
       display: flex;
       flex-direction: column;
@@ -143,7 +150,7 @@ block head
       color: #666;
     }
     .#{prefix}-statement__value {
-      /* Styles for statement value */
+      white-space: pre-line;
     }
 
 block content
@@ -183,17 +190,20 @@ block content
   table(class=`${prefix}-table`)
     thead
       tr
-        th(class=`${prefix}-table__header`) #{'Item'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--item`) #{'Item'}
-        th(class=`${prefix}-table__header`) #{'Description'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) #{'Quantity'}
-        th(class=`${prefix}-table__header`) #{'Rate'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) #{'Rate'}
-        th(class=`${prefix}-table__header`) #{'Total'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) #{'Total'}
     tbody
       each line in lines
         tr(class=`${prefix}-table__row`)
-          td(class=`${prefix}-table__cell`) #{line.item}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--item ${prefix}-table__cell--item`) 
-          td(class=`${prefix}-table__cell`) #{line.description}
+            div.item
-          td(class=`${prefix}-table__cell--right`) #{line.rate}
+              div.item__label #{line.item}
-          td(class=`${prefix}-table__cell--right`) #{line.total}
+              div.item__description #{line.description}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--quantity ${prefix}-table__cell--right`) #{line.quantity}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--rate ${prefix}-table__cell--right`) #{line.rate}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--total ${prefix}-table__cell--right`) #{line.total}
 
   div(class=`${prefix}-totals`)
     if showSubtotal

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

@@ -30,17 +30,17 @@ block head
       flex: 1 1 0%;
     }
     .#{prefix}-big-title {
-      font-size: 60px;
+      font-size: 30px;
       margin: 0;
       line-height: 1;
       font-weight: 500;
       color: #333;
     }
     .#{prefix}-logo-wrap img {
-      height: auto;
+      width: 100%;
-      width: auto;
+      height: 100%;
-      max-width: 400px;
+      max-width: 260px;
-      max-height: 160px;
+      max-height: 100px;
     }
     .#{prefix}-terms {
       display: flex;
@@ -96,6 +96,9 @@ block head
     .#{prefix}-table__header--right {
       text-align: right;
     }
+    .#{prefix}-table__header--item{
+      width: 50%;
+    }
     .#{prefix}-table__cell {
       border-bottom: 1px solid #F6F6F6;
       padding: 12px 10px;
@@ -109,6 +112,14 @@ block head
     .#{prefix}-table__cell:last-of-type {
       padding-right: 0;
     }
+    .#{prefix}-table__cell--item .item {
+      display: flex;
+      flex-direction: column;
+      gap: 2px;
+    }
+    .#{prefix}-table__cell--item .item .item__description{
+      color: #5f6b7c;
+    }
     .#{prefix}-totals {
       display: flex;
       flex-direction: column;
@@ -143,6 +154,7 @@ block head
       color: #666;
     }
     .#{prefix}-statement__value {
+      white-space: pre-line;
     }
 
 block content 
@@ -192,17 +204,20 @@ block content
     table(class=`${prefix}-table`)
       thead
         tr
-          th(class=`${prefix}-table__header`) Item
+          th(class=`${prefix}-table__header ${prefix}-table__header--item`) Item
-          th(class=`${prefix}-table__header`) Description
+          th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) Qty
-          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Rate
+          th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) Rate
-          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Total
+          th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) Total
       tbody
         each line in lines
           tr
-            td(class=`${prefix}-table__cell`) #{line.item}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--item`)
-            td(class=`${prefix}-table__cell`) #{line.description}
+              div.item  
-            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.rate}
+                div.item__label #{line.item}
-            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.total}
+                div.item__description #{line.description}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--quantity ${prefix}-table__cell--right`) #{line.quantity}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--rate ${prefix}-table__cell--right`) #{line.rate}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--total ${prefix}-table__cell--right`) #{line.total}
 
     //- Totals section
     div(class=`${prefix}-totals`)
@@ -216,12 +231,12 @@ block content
           div(class=`${prefix}-totals__item-amount`) #{total}
 
     //- Statements section
+    if showTermsConditions && termsConditions
+      div(class=`${prefix}-statement`)
+        div(class=`${prefix}-statement__label`) #{termsConditionsLabel}
+        div(class=`${prefix}-statement__value`) #{termsConditions}
+
     if showCustomerNote && customerNote
       div(class=`${prefix}-statement`)
         div(class=`${prefix}-statement__label`) #{customerNoteLabel}
         div(class=`${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/invoice-standard.pug

@@ -30,17 +30,17 @@ block head
       flex: 1 1 0%;
     }
     .#{prefix}-big-title {
-      font-size: 60px;
+      font-size: 30px;
       margin: 0;
       line-height: 1;
       font-weight: 500;
       color: #333;
     }
     .#{prefix}-logo-wrap img {
-      height: auto;
+      width: 100%;
-      width: auto;
+      height: 100%;
-      max-width: 400px;
+      max-width: 260px;
-      max-height: 160px;
+      max-height: 100px;
     }
     .#{prefix}-details {
       display: flex;
@@ -102,6 +102,9 @@ block head
     .#{prefix}-table__header--right {
       text-align: right;
     }
+    .#{prefix}-table__header--item {
+      width: 50%;
+    }
     .#{prefix}-table__cell {
       border-bottom: 1px solid #F6F6F6;
       padding: 12px 10px;
@@ -115,6 +118,14 @@ block head
     .#{prefix}-table__cell--right {
       text-align: right;
     }
+    .#{prefix}-table__cell--item .item {
+      display: flex;
+      flex-direction: column;
+      gap: 2px;
+    }
+    .#{prefix}-table__cell--item .item__description {
+      color: #5f6b7c;
+    }
     .#{prefix}-totals {
       display: flex;
       flex-direction: column;
@@ -149,7 +160,7 @@ block head
       color: #666;
     }
     .#{prefix}-paragraph__value {
-      /* Styles for values within the paragraph section */
+      white-space: pre-line;
     }
 block content
   //- block head
@@ -199,15 +210,18 @@ block content
     table(class=`${prefix}-table`)
       thead
         tr
-          th(class=`${prefix}-table__header`) #{lineItemLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--item`) #{lineItemLabel}
-          th(class=`${prefix}-table__header`) #{lineDescriptionLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) #{lineQuantityLabel}
-          th(class=`${prefix}-table__header ${prefix}-table__header--right`) #{lineRateLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) #{lineRateLabel}
-          th(class=`${prefix}-table__header ${prefix}-table__header--right`) #{lineTotalLabel}
+          th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) #{lineTotalLabel}
       tbody
         each line in lines
           tr
-            td(class=`${prefix}-table__cell`) #{line.item}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--item`)
-            td(class=`${prefix}-table__cell`) #{line.description}
+              div.item
+                div.item__label #{line.item}
+                div.item__description #{line.description}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.quantity}
             td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.rate}
             td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.total}
 

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

@@ -31,17 +31,17 @@ block head
       flex: 1 1 0%;
     }
     .#{prefix}-big-title{ 
-      font-size: 60px;
+      font-size: 30px;
       margin: 0;
       line-height: 1;
       font-weight: 500;
       color: #333;
     }
     .#{prefix}-logo-wrap img {
-      height: auto;
+      width: 100%;
-      width: auto;
+      height: 100%;
-      max-width: 400px;
+      max-width: 260px;
-      max-height: 160px;
+      max-height: 100px;
     }
     .#{prefix}-terms-list{ 
       display: flex;

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

@@ -28,13 +28,13 @@ block head
       flex: 1 1 0%;
     }
     .#{prefix}-logo-wrap img {
-      height: auto;
+      width: 100%;
-      width: auto;
+      height: 100%;
-      max-width: 400px;
+      max-width: 260px;
-      max-height: 160px;
+      max-height: 100px;
     }
     .#{prefix}-big-title {
-      font-size: 60px;
+      font-size: 30px;
       margin: 0;
       line-height: 1;
       font-weight: 500;
@@ -92,6 +92,9 @@ block head
     .#{prefix}-table__header--right {
       text-align: right;
     }
+    .#{prefix}-table__header--item{
+      width: 50%;
+    }
     .#{prefix}-table__cell {
       border-bottom: 1px solid #F6F6F6;
       padding: 12px 10px;
@@ -105,6 +108,14 @@ block head
     .#{prefix}-table__cell--right {
       text-align: right;
     }
+    .#{prefix}-table__cell--item .item {
+      display: flex;
+      flex-direction: column;
+      gap: 2px;
+    }
+    .#{prefix}-table__cell--item .item .item__description{
+      color: #5f6b7c;
+    }
     .#{prefix}-totals {
       display: flex;
       flex-direction: column;
@@ -133,7 +144,9 @@ block head
       margin-bottom: 20px;
     }
     .#{prefix}-statement__label {}
-    .#{prefix}-statement__value {}
+    .#{prefix}-statement__value {
+      white-space: pre-line;
+    }
 
 block content 
   //- block head
@@ -178,17 +191,20 @@ block content
     table(class=`${prefix}-table`)
       thead(class=`${prefix}-table__header`)
         tr
-          th(class=`${prefix}-table__header`) Item
+          th(class=`${prefix}-table__header ${prefix}-table__header--item`) Item
-          th(class=`${prefix}-table__header`) Description
+          th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) Qty
-          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Rate
+          th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) Rate
-          th(class=`${prefix}-table__header ${prefix}-table__header--right`) Total
+          th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) Total
       tbody
         each line in lines
           tr(class=`${prefix}-table__row`)
-            td(class=`${prefix}-table__cell`)= line.item
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--item`)
-            td(class=`${prefix}-table__cell`)= line.description
+              div.item
-            td(class=`${prefix}-table__cell${prefix}-table__cell--right`)= line.rate
+                div.item__label #{line.item}
-            td(class=`${prefix}-table__cell${prefix}-table__cell--right`)= line.total
+                div.item__description #{line.description}
+            td(class=`${prefix}-table__cell ${prefix}-table__cell--right`) #{line.quantity}
+            td(class=`${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`)

packages/server/src/api/controllers/Purchases/Bills.ts

@@ -121,7 +121,7 @@ export default class BillsController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()

packages/server/src/api/controllers/Purchases/VendorCredit.ts

@@ -170,7 +170,7 @@ export default class VendorCreditController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -209,7 +209,7 @@ export default class VendorCreditController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()

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

@@ -233,7 +233,7 @@ export default class PaymentReceivesController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -471,13 +471,14 @@ export default class PaymentReceivesController extends BaseController {
       ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
-      const pdfContent = await this.creditNotePdf.getCreditNotePdf(
+      const [pdfContent, filename] = await this.creditNotePdf.getCreditNotePdf(
         tenantId,
         creditNoteId
       );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
     } else {
@@ -754,9 +755,8 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
 
     try {
-      const data = await this.getCreditNoteStateService.getCreditNoteState(
+      const data =
-        tenantId
+        await this.getCreditNoteStateService.getCreditNoteState(tenantId);
-      );
       return res.status(200).send({ data });
     } catch (error) {
       next(error);

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

@@ -408,7 +408,7 @@ export default class PaymentReceivesController extends BaseController {
     res: Response,
     next: NextFunction
   ) {
-  const { tenantId } = req;
+    const { tenantId } = req;
 
     try {
       const data = await this.paymentReceiveApplication.getPaymentReceivedState(
@@ -473,7 +473,7 @@ export default class PaymentReceivesController extends BaseController {
     ]);
     // Response in pdf format.
     if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
-      const pdfContent =
+      const [pdfContent, filename] =
         await this.paymentReceiveApplication.getPaymentReceivePdf(
           tenantId,
           paymentReceiveId
@@ -481,6 +481,7 @@ export default class PaymentReceivesController extends BaseController {
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
       // Response in json format.

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

@@ -172,7 +172,7 @@ export default class SalesEstimatesController extends BaseController {
       check('entries').exists().isArray({ min: 1 }),
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
       check('entries.*.description').optional({ nullable: true }).trim(),
       check('entries.*.discount')
@@ -398,13 +398,15 @@ export default class SalesEstimatesController extends BaseController {
     ]);
     // Retrieves estimate in pdf format.
     if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
-      const pdfContent = await this.saleEstimatesApplication.getSaleEstimatePdf(
+      const [pdfContent, filename] =
-        tenantId,
+        await this.saleEstimatesApplication.getSaleEstimatePdf(
-        estimateId
+          tenantId,
-      );
+          estimateId
+        );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
       // Retrieves estimates in json format.
@@ -560,9 +562,8 @@ export default class SalesEstimatesController extends BaseController {
     const { tenantId } = req;
 
     try {
-      const data = await this.saleEstimatesApplication.getSaleEstimateState(
+      const data =
-        tenantId
+        await this.saleEstimatesApplication.getSaleEstimateState(tenantId);
-      );
       return res.status(200).send({ data });
     } catch (error) {
       next(error);

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

@@ -179,10 +179,21 @@ export default class SaleInvoicesController extends BaseController {
       '/:id/mail',
       [
         ...this.specificSaleInvoiceValidation,
-        body('subject').isString().optional(),
+
+        body('subject').isString().optional({ nullable: true }),
+        body('message').isString().optional({ nullable: true }),
+
         body('from').isString().optional(),
-        body('to').isString().optional(),
+
-        body('body').isString().optional(),
+        body('to').isArray().exists(),
+        body('to.*').isString().isEmail().optional(),
+
+        body('cc').isArray().optional({ nullable: true }),
+        body('cc.*').isString().isEmail().optional(),
+
+        body('bcc').isArray().optional({ nullable: true }),
+        body('bcc.*').isString().isEmail().optional(),
+
         body('attach_invoice').optional().isBoolean().toBoolean(),
       ],
       this.validationResult,
@@ -190,7 +201,7 @@ export default class SaleInvoicesController extends BaseController {
       this.handleServiceErrors
     );
     router.get(
-      '/:id/mail',
+      '/:id/mail/state',
       [...this.specificSaleInvoiceValidation],
       this.validationResult,
       asyncMiddleware(this.getSaleInvoiceMail.bind(this)),
@@ -438,19 +449,28 @@ export default class SaleInvoicesController extends BaseController {
     const acceptType = accept.types([
       ACCEPT_TYPE.APPLICATION_JSON,
       ACCEPT_TYPE.APPLICATION_PDF,
+      ACCEPT_TYPE.APPLICATION_TEXT_HTML,
     ]);
-    // Retrieves invoice in pdf format.
+    // Retrieves invoice in PDF format.
-    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
-      const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
+      const [pdfContent, filename] =
-        tenantId,
+        await this.saleInvoiceApplication.saleInvoicePdf(
-        saleInvoiceId
+          tenantId,
-      );
+          saleInvoiceId
+        );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
-      // Retrieves invoice in json format.
+      // Retrieves invoice in html json format.
+    } else if (ACCEPT_TYPE.APPLICATION_TEXT_HTML === acceptType) {
+      const htmlContent = await this.saleInvoiceApplication.saleInvoiceHtml(
+        tenantId,
+        saleInvoiceId
+      );
+      return res.status(200).send({ htmlContent });
     } else {
       const saleInvoice = await this.saleInvoiceApplication.getSaleInvoice(
         tenantId,
@@ -776,7 +796,7 @@ export default class SaleInvoicesController extends BaseController {
   }
 
   /**
-   * Retrieves the default mail options of the given sale invoice.
+   * Retrieves the mail state of the given sale invoice.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -790,7 +810,7 @@ export default class SaleInvoicesController extends BaseController {
     const { id: invoiceId } = req.params;
 
     try {
-      const data = await this.saleInvoiceApplication.getSaleInvoiceMail(
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMailState(
         tenantId,
         invoiceId
       );

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

@@ -113,7 +113,7 @@ export default class SalesReceiptsController extends BaseController {
       CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
       asyncMiddleware(this.getSaleReceiptState.bind(this)),
       this.handleServiceErrors
-    ); 
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
@@ -148,7 +148,7 @@ export default class SalesReceiptsController extends BaseController {
       check('entries.*.id').optional({ nullable: true }).isNumeric().toInt(),
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
@@ -356,13 +356,15 @@ export default class SalesReceiptsController extends BaseController {
     ]);
     // Retrieves receipt in pdf format.
     if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
-      const pdfContent = await this.saleReceiptsApplication.getSaleReceiptPdf(
+      const [pdfContent, filename] =
-        tenantId,
+        await this.saleReceiptsApplication.getSaleReceiptPdf(
-        saleReceiptId
+          tenantId,
-      );
+          saleReceiptId
+        );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
       // Retrieves receipt in json format.
@@ -390,9 +392,8 @@ export default class SalesReceiptsController extends BaseController {
 
     // Retrieves receipt in pdf format.
     try {
-      const data = await this.saleReceiptsApplication.getSaleReceiptState(
+      const data =
-        tenantId
+        await this.saleReceiptsApplication.getSaleReceiptState(tenantId);
-      );
       return res.status(200).send({ data });
     } catch (error) {
       next(error);

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

@@ -102,12 +102,13 @@ export class PublicSharableLinkController extends BaseController {
     const { paymentLinkId } = req.params;
 
     try {
-      const pdfContent = await this.paymentLinkApp.getPaymentLinkInvoicePdf(
+      const [pdfContent, filename] =
-        paymentLinkId
+        await this.paymentLinkApp.getPaymentLinkInvoicePdf(paymentLinkId);
-      );
+
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
     } catch (error) {

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

@@ -30,7 +30,6 @@ export class ShareLinkController extends BaseController {
       this.validationResult,
       asyncMiddleware(this.generateShareLink.bind(this))
     );
-
     return router;
   }
 
@@ -53,7 +52,6 @@ export class ShareLinkController extends BaseController {
       const link = await this.generateShareLinkService.generatePaymentLink(
         tenantId,
         transactionId,
-        transactionType,
         publicity,
         expiryDate
       );

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

@@ -2,14 +2,30 @@ 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_INVOICE_VIEWED = 'Sale invoice viewed';
+export const SALE_INVOICE_PDF_VIEWED = 'Sale invoice PDF viewed';
+export const SALE_INVOICE_MAIL_SENT = 'Sale invoice mail sent';
+export const SALE_INVOICE_MAIL_REMINDER_SENT =
+  'Sale invoice reminder mail sent';
 
 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 SALE_ESTIMATE_PDF_VIEWED = 'Sale estimate PDF viewed';
+export const SALE_ESTIMATE_VIEWED = 'Sale estimate viewed';
+export const SALE_ESTIMATE_MAIL_SENT = 'Sale estimate mail sent';
 
 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 PAYMENT_RECEIVED_PDF_VIEWED = 'Payment received PDF viewed';
+export const PAYMENT_RECEIVED_MAIL_SENT = 'Payment received mail sent';
+
+export const SALE_RECEIPT_PDF_VIEWED = 'Sale credit PDF viewed';
+export const SALE_RECEIPT_MAIL_SENT = 'Sale credit mail sent';
+
+export const CREDIT_NOTE_PDF_VIEWED = 'Credit note PDF viewed';
+export const CREDIT_NOTE_MAIL_SENT = 'Credit note mail sent';
 
 export const BILL_CREATED = 'Bill created';
 export const BILL_EDITED = 'Bill edited';
@@ -26,10 +42,12 @@ 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 ACCOUNT_VIEWED = 'Account viewed';
 
 export const ITEM_EVENT_CREATED = 'Item created';
 export const ITEM_EVENT_EDITED = 'Item edited';
 export const ITEM_EVENT_DELETED = 'Item deleted';
+export const ITEM_EVENT_VIEWED = 'Item viewed';
 
 export const AUTH_SIGNED_UP = 'Auth Signed-up';
 export const AUTH_RESET_PASSWORD = 'Auth reset password';
@@ -37,6 +55,8 @@ 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 SUBSCRIPTION_PAYMENT_SUCCEED = 'Subscription payment succeed';
+export const SUBSCRIPTION_PAYMENT_FAILED = 'Subscription payment failed';
 
 export const CUSTOMER_CREATED = 'Customer created';
 export const CUSTOMER_EDITED = 'Customer edited';
@@ -79,7 +99,8 @@ 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';
+export const STRIPE_INTEGRAION_CONNECTED =
+  'Stripe integration oauth2 connected';
 
 // # Event Groups
 export const ACCOUNT_GROUP = 'Account';
@@ -89,3 +110,21 @@ export const SALE_GROUP = 'Sale';
 export const PAYMENT_GROUP = 'Payment';
 export const BILL_GROUP = 'Bill';
 export const EXPENSE_GROUP = 'Expense';
+
+// # Reports
+export const BALANCE_SHEET_VIEWED = 'Balance sheet viewed';
+export const TRIAL_BALANCE_SHEET_VIEWED = 'Trial balance sheet viewed';
+export const PROFIT_LOSS_SHEET_VIEWED = 'Profit loss sheet viewed';
+export const CASHFLOW_STATEMENT_VIEWED = 'Cashflow statement viewed';
+export const GENERAL_LEDGER_VIEWED = 'General ledger viewed';
+export const JOURNAL_VIEWED = 'Journal viewed';
+export const RECEIVABLE_AGING_VIEWED = 'Receivable aging viewed';
+export const PAYABLE_AGING_VIEWED = 'Payable aging viewed';
+export const CUSTOMER_BALANCE_SUMMARY_VIEWED =
+  'Customer balance summary viewed';
+export const VENDOR_BALANCE_SUMMARY_VIEWED = 'Vendor balance summary viewed';
+export const INVENTORY_VALUATION_VIEWED = 'Inventory valuation viewed';
+export const CUSTOMER_TRANSACTIONS_VIEWED = 'Customer transactions viewed';
+export const VENDOR_TRANSACTIONS_VIEWED = 'Vendor transactions viewed';
+export const SALES_BY_ITEM_VIEWED = 'Sales by item viewed';
+export const PURCHASES_BY_ITEM_VIEWED = 'Purchases by item viewed';

packages/server/src/data/AccountTypes.ts

@@ -129,6 +129,7 @@ export const ACCOUNT_TYPES = [
     normal: ACCOUNT_NORMAL.CREDIT,
     rootType: ACCOUNT_ROOT_TYPE.LIABILITY,
     parentType: ACCOUNT_PARENT_TYPE.CURRENT_LIABILITY,
+    multiCurrency: true,
     balanceSheet: true,
     incomeSheet: false,
   },

packages/server/src/database/migrations/20241113113437_change_quantity_in_items_entries_to_decimal.js

@@ -0,0 +1,39 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema
+    .table('items_entries', (table) => {
+      table.decimal('quantity', 13, 3).alter();
+    })
+    .table('inventory_transactions', (table) => {
+      table.decimal('quantity', 13, 3).alter();
+    })
+    .table('inventory_cost_lot_tracker', (table) => {
+      table.decimal('quantity', 13, 3).alter();
+    })
+    .table('items', (table) => {
+      table.decimal('quantityOnHand', 13, 3).alter();
+    });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema
+    .table('items_entries', (table) => {
+      table.integer('quantity').alter();
+    })
+    .table('inventory_transactions', (table) => {
+      table.integer('quantity').alter();
+    })
+    .table('inventory_cost_lot_tracker', (table) => {
+      table.integer('quantity').alter();
+    })
+    .table('items', (table) => {
+      table.integer('quantityOnHand').alter();
+    });
+};

packages/server/src/interfaces/Http.ts

@@ -4,4 +4,5 @@ export const ACCEPT_TYPE = {
   APPLICATION_JSON_TABLE: 'application/json+table',
   APPLICATION_XLSX: 'application/xlsx',
   APPLICATION_CSV: 'application/csv',
+  APPLICATION_TEXT_HTML: 'application/json+html',
 };

packages/server/src/interfaces/Mailable.ts

@@ -30,18 +30,15 @@ export interface AddressItem {
 }
 
 export interface CommonMailOptions {
-  toAddresses: AddressItem[];
+  from: Array<string>;
-  fromAddresses: AddressItem[];
-  from: string;
-  to: string | string[];
   subject: string;
-  body: string;
+  message: string;
-  data?: Record<string, any>;
+  to: Array<string>;
+  cc?: Array<string>;
+  bcc?: Array<string>;
+  formatArgs?: Record<string, any>;
+  toOptions: Array<AddressItem>;
+  fromOptions: Array<AddressItem>;
 }
 
-export interface CommonMailOptionsDTO {
+export interface CommonMailOptionsDTO extends Partial<CommonMailOptions> {}
-  to?: string | string[];
-  from?: string;
-  subject?: string;
-  body?: string;
-}

packages/server/src/interfaces/SaleInvoice.ts

@@ -234,7 +234,32 @@ export enum SaleInvoiceAction {
 }
 
 export interface SaleInvoiceMailOptions extends CommonMailOptions {
-  attachInvoice: boolean;
+  attachInvoice?: boolean;
+  formatArgs?: Record<string, any>;
+}
+
+export interface SaleInvoiceMailState extends SaleInvoiceMailOptions {
+  invoiceNo: string;
+
+  invoiceDate: string;
+  invoiceDateFormatted: string;
+
+  dueDate: string;
+  dueDateFormatted: string;
+
+  total: number;
+  totalFormatted: string;
+
+  subtotal: number;
+  subtotalFormatted: number;
+
+  companyName: string;
+  companyLogoUri: string;
+
+  customerName: string;
+
+  // # Invoice entries
+  entries?: Array<{ label: string; total: string; quantity: string | number }>;
 }
 
 export interface SendInvoiceMailDTO extends CommonMailOptionsDTO {
@@ -251,6 +276,7 @@ export interface ISaleInvoiceMailSend {
   tenantId: number;
   saleInvoiceId: number;
   messageOptions: SendInvoiceMailDTO;
+  formattedMessageOptions: SaleInvoiceMailOptions;
 }
 
 export interface ISaleInvoiceMailSent {
@@ -312,21 +338,22 @@ export interface InvoicePdfTemplateAttributes {
   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;
+
+  // Due Amount
+  dueAmount: string;
+  showDueAmount: boolean;
+  dueAmountLabel: string;
 
   termsConditionsLabel: string;
   showTermsConditions: boolean;

packages/server/src/lib/Mail/index.ts

@@ -9,6 +9,9 @@ export default class Mail {
   subject: string = '';
   content: string = '';
   to: string | string[];
+  cc: string | string[];
+  bcc: string | string[];
+  replyTo: string | string[];
   from: string = `${process.env.MAIL_FROM_NAME} ${process.env.MAIL_FROM_ADDRESS}`;
   data: { [key: string]: string | number };
   attachments: IMailAttachment[];
@@ -20,9 +23,12 @@ export default class Mail {
     return {
       to: this.to,
       from: this.from,
+      cc: this.cc,
+      bcc: this.bcc,
       subject: this.subject,
       html: this.html,
       attachments: this.attachments,
+      replyTo: this.replyTo,
     };
   }
 
@@ -60,6 +66,21 @@ export default class Mail {
     return this;
   }
 
+  setCC(cc: string | string[]) {
+    this.cc = cc;
+    return this;
+  }
+
+  setBCC(bcc: string | string[]) {
+    this.bcc = bcc;
+    return this;
+  }
+
+  setReplyTo(replyTo: string | string[]) {
+    this.replyTo = replyTo;
+    return this;
+  }
+
   /**
    * Sets from address to the mail.
    * @param {string} from
@@ -72,7 +93,7 @@ export default class Mail {
 
   /**
    * Set attachments to the mail.
-   * @param {IMailAttachment[]} attachments 
+   * @param {IMailAttachment[]} attachments
    * @returns {Mail}
    */
   setAttachments(attachments: IMailAttachment[]) {

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

@@ -294,7 +294,7 @@ export default {
       name: 'item.field.note',
       fieldType: 'text',
     },
-    category: {
+    categoryId: {
       name: 'item.field.category',
       fieldType: 'relation',
       relationModel: 'ItemCategory',

packages/server/src/models/PdfTemplate.ts

@@ -1,6 +1,9 @@
+import { getUploadedObjectUri } from '@/services/Attachments/utils';
 import TenantModel from 'models/TenantModel';
 
 export class PdfTemplate extends TenantModel {
+  public readonly attributes: Record<string, any>;
+
   /**
    * Table name.
    */
@@ -47,7 +50,17 @@ export class PdfTemplate extends TenantModel {
    * Virtual attributes.
    */
   static get virtualAttributes() {
-    return [];
+    return ['companyLogoUri'];
+  }
+
+  /**
+   * Retrieves the company logo uri.
+   * @returns {string}
+   */
+  get companyLogoUri() {
+    return this.attributes?.companyLogoKey
+      ? getUploadedObjectUri(this.attributes.companyLogoKey)
+      : '';
   }
 
   /**

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -11,6 +11,12 @@ export default class UncategorizedCashflowTransaction extends mixin(
 ) {
   id!: number;
   date!: Date | string;
+
+  /**
+   * Transaction amount.
+   * Negative represents to spending and positive to deposit/card charge.
+   * @param {number}
+   */
   amount!: number;
   categorized!: boolean;
   accountId!: number;

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

@@ -14,6 +14,8 @@ export class AccountTransformer extends Transformer {
    */
   public includeAttributes = (): string[] => {
     return [
+      'accountTypeLabel',
+      'accountNormalFormatted',
       'formattedAmount',
       'flattenName',
       'bankBalanceFormatted',
@@ -84,6 +86,22 @@ export class AccountTransformer extends Transformer {
     return account.plaidItem?.isPaused || false;
   };
 
+  /**
+   * Retrieves formatted account type label.
+   * @returns {string}
+   */
+  protected accountTypeLabel = (account: any): string => {
+    return this.context.i18n.__(account.accountTypeLabel);
+  };
+
+  /**
+   * Retrieves formatted account normal.
+   * @returns {string}
+   */
+  protected accountNormalFormatted = (account: any): string => {
+    return this.context.i18n.__(account.accountNormalFormatted);
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

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

@@ -1,8 +1,9 @@
 import { Service, Inject } from 'typedi';
-import I18nService from '@/services/I18n/I18nService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { AccountTransformer } from './AccountTransform';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class GetAccount {
@@ -10,10 +11,10 @@ export class GetAccount {
   private tenancy: HasTenancyService;
 
   @Inject()
-  private i18nService: I18nService;
+  private transformer: TransformerInjectable;
 
   @Inject()
-  private transformer: TransformerInjectable;
+  private eventPublisher: EventPublisher;
 
   /**
    * Retrieve the given account details.
@@ -39,10 +40,11 @@ export class GetAccount {
       new AccountTransformer(),
       { accountsGraph }
     );
-    return this.i18nService.i18nApply(
+    const eventPayload = { tenantId, accountId };
-      [['accountTypeLabel'], ['accountNormalFormatted']],
+
-      transformed,
+    // Triggers `onAccountViewed` event.
-      tenantId
+    await this.eventPublisher.emitAsync(events.accounts.onViewed, eventPayload);
-    );
+
+    return transformed;
   };
 }

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

@@ -4,11 +4,27 @@ import {
   Institution as PlaidInstitution,
   AccountBase as PlaidAccount,
   TransactionBase as PlaidTransactionBase,
+  AccountType as PlaidAccountType,
 } from 'plaid';
 import {
   CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
 } from '@/interfaces';
+import { ACCOUNT_TYPE } from '@/data/AccountTypes';
+
+/**
+ * Retrieves the system account type from the given Plaid account type.
+ * @param {PlaidAccountType} plaidAccountType
+ * @returns {string}
+ */
+const getAccountTypeFromPlaidAccountType = (
+  plaidAccountType: PlaidAccountType
+) => {
+  if (plaidAccountType === PlaidAccountType.Credit) {
+    return ACCOUNT_TYPE.CREDIT_CARD;
+  }
+  return ACCOUNT_TYPE.BANK;
+};
 
 /**
  * Transformes the Plaid account to create cashflow account DTO.
@@ -28,7 +44,7 @@ export const transformPlaidAccountToCreateAccount = R.curry(
       code: '',
       description: plaidAccount.official_name,
       currencyCode: plaidAccount.balances.iso_currency_code,
-      accountType: 'cash',
+      accountType: getAccountTypeFromPlaidAccountType(plaidAccount.type),
       active: true,
       bankBalance: plaidAccount.balances.current,
       accountMask: plaidAccount.mask,

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

@@ -1,14 +1,7 @@
 import { Inject, Service } from 'typedi';
 import { Knex } from 'knex';
-import {
+import { ILedgerEntry, ICashflowTransaction } from '../../interfaces';
-  ILedgerEntry,
+import { transformCashflowTransactionType } from './utils';
-  ICashflowTransaction,
-  AccountNormal,
-} from '../../interfaces';
-import {
-  transformCashflowTransactionType,
-  getCashflowAccountTransactionsTypes,
-} from './utils';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
 import Ledger from '@/services/Accounting/Ledger';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
@@ -70,7 +63,7 @@ export default class CashflowTransactionJournalEntries {
       debit: cashflowTransaction.isCashDebit
         ? cashflowTransaction.localAmount
         : 0,
-      accountNormal: AccountNormal.DEBIT,
+      accountNormal: cashflowTransaction?.cashflowAccount?.accountNormal,
       index: 1,
     };
   };
@@ -143,6 +136,7 @@ export default class CashflowTransactionJournalEntries {
     // Retrieves the cashflow transactions with associated entries.
     const transaction = await CashflowTransaction.query(trx)
       .findById(cashflowTransactionId)
+      .withGraphFetched('cashflowAccount')
       .withGraphFetched('creditAccount');
 
     // Retrieves the cashflow transaction ledger.

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

@@ -4,6 +4,7 @@ import { CashflowAccountTransformer } from './CashflowAccountTransformer';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import DynamicListingService from '@/services/DynamicListing/DynamicListService';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { ACCOUNT_TYPE } from '@/data/AccountTypes';
 
 @Service()
 export default class GetCashflowAccountsService {
@@ -41,14 +42,20 @@ export default class GetCashflowAccountsService {
     const accounts = await CashflowAccount.query().onBuild((builder) => {
       dynamicList.buildQuery()(builder);
 
-      builder.whereIn('account_type', ['bank', 'cash']);
+      builder.whereIn('account_type', [
+        ACCOUNT_TYPE.BANK,
+        ACCOUNT_TYPE.CASH,
+        ACCOUNT_TYPE.CREDIT_CARD,
+      ]);
       builder.modify('inactiveMode', filter.inactiveMode);
     });
     // Retrieves the transformed accounts.
-    return this.transformer.transform(
+    const transformed = await this.transformer.transform(
       tenantId,
       accounts,
       new CashflowAccountTransformer()
     );
+
+    return transformed;
   }
 }

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

@@ -12,7 +12,7 @@ export class GetCashflowTransactionService {
   private tenancy: HasTenancyService;
 
   @Inject()
-  private transfromer: TransformerInjectable;
+  private transformer: TransformerInjectable;
 
   /**
    * Retrieve the given cashflow transaction.
@@ -37,7 +37,7 @@ export class GetCashflowTransactionService {
     this.throwErrorCashflowTranscationNotFound(cashflowTransaction);
 
     // Transformes the cashflow transaction model to POJO.
-    return this.transfromer.transform(
+    return this.transformer.transform(
       tenantId,
       cashflowTransaction,
       new CashflowTransactionTransformer()

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

@@ -122,6 +122,7 @@ export default class NewCashflowTransactionService {
    * @param {number} tenantId -
    * @param {ICashflowOwnerContributionDTO} ownerContributionDTO
    * @param {number} userId - User id.
+   * @returns {Promise<ICashflowTransaction>}
    */
   public newCashflowTransaction = async (
     tenantId: number,

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

@@ -35,9 +35,12 @@ export class CreditNoteBrandingTemplate {
       ...defaultCreditNoteBrandingAttributes,
       ...commonOrgBrandingAttrs,
     };
-
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

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

@@ -6,6 +6,8 @@ import { CreditNoteBrandingTemplate } from './CreditNoteBrandingTemplate';
 import { CreditNotePdfTemplateAttributes } from '@/interfaces';
 import HasTenancyService from '../Tenancy/TenancyService';
 import { transformCreditNoteToPdfTemplate } from './utils';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class GetCreditNotePdf {
@@ -24,12 +26,19 @@ export default class GetCreditNotePdf {
   @Inject()
   private creditNoteBrandingTemplate: CreditNoteBrandingTemplate;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieves sale invoice pdf content.
    * @param {number} tenantId - Tenant id.
    * @param {number} creditNoteId - Credit note id.
+   * @returns {Promise<[Buffer, string]>}
    */
-  public async getCreditNotePdf(tenantId: number, creditNoteId: number) {
+  public async getCreditNotePdf(
+    tenantId: number,
+    creditNoteId: number
+  ): Promise<[Buffer, string]> {
     const brandingAttributes = await this.getCreditNoteBrandingAttributes(
       tenantId,
       creditNoteId
@@ -39,7 +48,37 @@ export default class GetCreditNotePdf {
       'modules/credit-note-standard',
       brandingAttributes
     );
-    return this.chromiumlyTenancy.convertHtmlContent(tenantId, htmlContent);
+    const filename = await this.getCreditNoteFilename(tenantId, creditNoteId);
+
+    const document = await this.chromiumlyTenancy.convertHtmlContent(
+      tenantId,
+      htmlContent
+    );
+    const eventPayload = { tenantId, creditNoteId };
+
+    // Triggers the `onCreditNotePdfViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.creditNote.onPdfViewed,
+      eventPayload
+    );
+    return [document, filename];
+  }
+
+  /**
+   * Retrieves the filename pdf document of the given credit note.
+   * @param {number} tenantId
+   * @param {number} creditNoteId
+   * @returns {Promise<string>}
+   */
+  public async getCreditNoteFilename(
+    tenantId: number,
+    creditNoteId: number
+  ): Promise<string> {
+    const { CreditNote } = this.tenancy.models(tenantId);
+
+    const creditNote = await CreditNote.query().findById(creditNoteId);
+
+    return `Credit-${creditNote.creditNoteNumber}`;
   }
 
   /**

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

@@ -1,7 +1,6 @@
-import Knex from 'knex';
+import { Knex } from 'knex';
-import { IRefundCreditNote } from '@/interfaces';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { Inject, Service } from 'typedi';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export default class RefundSyncCreditNoteBalance {

packages/server/src/services/EventsTracker/events/AccountEventsTracker.ts

@@ -11,6 +11,7 @@ import {
   ACCOUNT_CREATED,
   ACCOUNT_EDITED,
   ACCOUNT_DELETED,
+  ACCOUNT_VIEWED,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -31,6 +32,7 @@ export class AccountEventsTracker extends EventSubscriber {
       events.accounts.onDeleted,
       this.handleTrackDeletedAccountEvent
     );
+    bus.subscribe(events.accounts.onViewed, this.handleTrackAccountViewedEvent);
   }
 
   private handleTrackAccountCreatedEvent = ({
@@ -62,4 +64,12 @@ export class AccountEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackAccountViewedEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ACCOUNT_VIEWED,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/ItemEventsTracker.ts

@@ -11,6 +11,7 @@ import {
   ITEM_EVENT_CREATED,
   ITEM_EVENT_EDITED,
   ITEM_EVENT_DELETED,
+  ITEM_EVENT_VIEWED,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -25,6 +26,7 @@ export class ItemEventsTracker extends EventSubscriber {
     bus.subscribe(events.item.onCreated, this.handleTrackItemCreatedEvent);
     bus.subscribe(events.item.onEdited, this.handleTrackEditedItemEvent);
     bus.subscribe(events.item.onDeleted, this.handleTrackDeletedItemEvent);
+    bus.subscribe(events.item.onViewed, this.handleTrackViewedItemEvent);
   }
 
   private handleTrackItemCreatedEvent = ({
@@ -56,4 +58,14 @@ export class ItemEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackViewedItemEvent = ({
+    tenantId,
+  }: IItemEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ITEM_EVENT_VIEWED,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/PaymentReceivedEventsTracker.ts

@@ -11,6 +11,8 @@ import {
   PAYMENT_RECEIVED_CREATED,
   PAYMENT_RECEIVED_EDITED,
   PAYMENT_RECEIVED_DELETED,
+  PAYMENT_RECEIVED_PDF_VIEWED,
+  PAYMENT_RECEIVED_MAIL_SENT,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -34,6 +36,14 @@ export class PaymentReceivedEventsTracker extends EventSubscriber {
       events.paymentReceive.onDeleted,
       this.handleTrackDeletedPaymentReceivedEvent
     );
+    bus.subscribe(
+      events.paymentReceive.onPdfViewed,
+      this.handleTrackPdfViewedPaymentReceivedEvent
+    );
+    bus.subscribe(
+      events.paymentReceive.onMailSent,
+      this.handleTrackMailSentPaymentReceivedEvent
+    );
   }
 
   private handleTrackPaymentReceivedCreatedEvent = ({
@@ -65,4 +75,24 @@ export class PaymentReceivedEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackPdfViewedPaymentReceivedEvent = ({
+    tenantId,
+  }: IPaymentReceivedDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_RECEIVED_PDF_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackMailSentPaymentReceivedEvent = ({
+    tenantId,
+  }: IPaymentReceivedDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_RECEIVED_MAIL_SENT,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/ReportsEventsTracker.ts

@@ -0,0 +1,240 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { ReportsEvents } from '@/constants/event-tracker';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  BALANCE_SHEET_VIEWED,
+  TRIAL_BALANCE_SHEET_VIEWED,
+  PROFIT_LOSS_SHEET_VIEWED,
+  CASHFLOW_STATEMENT_VIEWED,
+  GENERAL_LEDGER_VIEWED,
+  JOURNAL_VIEWED,
+  RECEIVABLE_AGING_VIEWED,
+  PAYABLE_AGING_VIEWED,
+  CUSTOMER_BALANCE_SUMMARY_VIEWED,
+  VENDOR_BALANCE_SUMMARY_VIEWED,
+  INVENTORY_VALUATION_VIEWED,
+  CUSTOMER_TRANSACTIONS_VIEWED,
+  VENDOR_TRANSACTIONS_VIEWED,
+  SALES_BY_ITEM_VIEWED,
+  PURCHASES_BY_ITEM_VIEWED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class ReportsEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.reports.onBalanceSheetViewed,
+      this.handleTrackBalanceSheetViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onTrialBalanceSheetView,
+      this.handleTrackTrialBalanceSheetViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onProfitLossSheetViewed,
+      this.handleTrackProfitLossSheetViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onCashflowStatementViewed,
+      this.handleTrackCashflowStatementViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onGeneralLedgerViewed,
+      this.handleTrackGeneralLedgerViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onJournalViewed,
+      this.handleTrackJournalViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onReceivableAgingViewed,
+      this.handleTrackReceivableAgingViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onPayableAgingViewed,
+      this.handleTrackPayableAgingViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onCustomerBalanceSummaryViewed,
+      this.handleTrackCustomerBalanceSummaryViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onVendorBalanceSummaryViewed,
+      this.handleTrackVendorBalanceSummaryViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onInventoryValuationViewed,
+      this.handleTrackInventoryValuationViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onCustomerTransactionsViewed,
+      this.handleTrackCustomerTransactionsViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onVendorTransactionsViewed,
+      this.handleTrackVendorTransactionsViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onSalesByItemViewed,
+      this.handleTrackSalesByItemViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onPurchasesByItemViewed,
+      this.handleTrackPurchasesByItemViewedEvent
+    );
+  }
+
+  private handleTrackBalanceSheetViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BALANCE_SHEET_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackTrialBalanceSheetViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: TRIAL_BALANCE_SHEET_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackProfitLossSheetViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PROFIT_LOSS_SHEET_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackCashflowStatementViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CASHFLOW_STATEMENT_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackGeneralLedgerViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: GENERAL_LEDGER_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackJournalViewedEvent = ({ tenantId }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: JOURNAL_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackReceivableAgingViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: RECEIVABLE_AGING_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackPayableAgingViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYABLE_AGING_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackCustomerBalanceSummaryViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_BALANCE_SUMMARY_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackVendorBalanceSummaryViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_BALANCE_SUMMARY_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackInventoryValuationViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: INVENTORY_VALUATION_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackCustomerTransactionsViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_TRANSACTIONS_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackVendorTransactionsViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_TRANSACTIONS_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackSalesByItemViewedEvent = ({ tenantId }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALES_BY_ITEM_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackPurchasesByItemViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PURCHASES_BY_ITEM_VIEWED,
+      properties: {},
+    });
+  };
+}

packages/server/src/services/EventsTracker/events/SaleEstimateEventsTracker.ts

@@ -11,6 +11,9 @@ import {
   SALE_ESTIMATE_CREATED,
   SALE_ESTIMATE_EDITED,
   SALE_ESTIMATE_DELETED,
+  SALE_ESTIMATE_PDF_VIEWED,
+  SALE_ESTIMATE_VIEWED,
+  SALE_ESTIMATE_MAIL_SENT,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -34,6 +37,18 @@ export class SaleEstimateEventsTracker extends EventSubscriber {
       events.saleEstimate.onDeleted,
       this.handleTrackDeletedEstimateEvent
     );
+    bus.subscribe(
+      events.saleEstimate.onPdfViewed,
+      this.handleTrackPdfViewedEstimateEvent
+    );
+    bus.subscribe(
+      events.saleEstimate.onViewed,
+      this.handleTrackViewedEstimateEvent
+    );
+    bus.subscribe(
+      events.saleEstimate.onMailSent,
+      this.handleTrackMailSentEstimateEvent
+    );
   }
 
   private handleTrackEstimateCreatedEvent = ({
@@ -65,4 +80,30 @@ export class SaleEstimateEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackPdfViewedEstimateEvent = ({
+    tenantId,
+  }: ISaleEstimateDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_PDF_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackViewedEstimateEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackMailSentEstimateEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_MAIL_SENT,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/SaleInvoicesEventsTracker.ts

@@ -10,6 +10,9 @@ import {
   SALE_INVOICE_CREATED,
   SALE_INVOICE_DELETED,
   SALE_INVOICE_EDITED,
+  SALE_INVOICE_MAIL_SENT,
+  SALE_INVOICE_PDF_VIEWED,
+  SALE_INVOICE_VIEWED,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -33,6 +36,18 @@ export class SaleInvoiceEventsTracker extends EventSubscriber {
       events.saleInvoice.onDeleted,
       this.handleTrackDeletedInvoiceEvent
     );
+    bus.subscribe(
+      events.saleInvoice.onViewed,
+      this.handleTrackViewedInvoiceEvent
+    );
+    bus.subscribe(
+      events.saleInvoice.onPdfViewed,
+      this.handleTrackPdfViewedInvoiceEvent
+    );
+    bus.subscribe(
+      events.saleInvoice.onMailSent,
+      this.handleTrackMailSentInvoiceEvent
+    );
   }
 
   private handleTrackInvoiceCreatedEvent = ({
@@ -64,4 +79,28 @@ export class SaleInvoiceEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackViewedInvoiceEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackPdfViewedInvoiceEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_PDF_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackMailSentInvoiceEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_MAIL_SENT,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/TransactionsLockingEventsTracker.ts

@@ -4,6 +4,8 @@ import { ITransactionsLockingPartialUnlocked } from '@/interfaces';
 import { PosthogService } from '../PostHog';
 import {
   SUBSCRIPTION_CANCELLED,
+  SUBSCRIPTION_PAYMENT_FAILED,
+  SUBSCRIPTION_PAYMENT_SUCCEED,
   SUBSCRIPTION_PLAN_CHANGED,
   SUBSCRIPTION_RESUMED,
 } from '@/constants/event-tracker';
@@ -27,6 +29,14 @@ export class TransactionsLockingEventsTracker extends EventSubscriber {
       events.subscription.onSubscriptionPlanChanged,
       this.handleSubscriptionPlanChangedEvent
     );
+    bus.subscribe(
+      events.subscription.onSubscriptionPaymentSucceed,
+      this.handleSubscriptionPaymentFailedEvent
+    );
+    bus.subscribe(
+      events.subscription.onSubscriptionPaymentFailed,
+      this.handleSubscriptionPaymentSucceed
+    );
   }
 
   private handleSubscriptionResumedEvent = ({ tenantId }) => {
@@ -52,4 +62,20 @@ export class TransactionsLockingEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleSubscriptionPaymentFailedEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_PAYMENT_FAILED,
+      properties: {},
+    });
+  };
+
+  private handleSubscriptionPaymentSucceed = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_PAYMENT_SUCCEED,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/events.ts

@@ -16,6 +16,7 @@ import { PdfTemplateEventsTracker } from './PdfTemplateEventsTracker';
 import { PaymentMethodEventsTracker } from './PaymentMethodEventsTracker';
 import { PaymentLinkEventsTracker } from './PaymentLinkEventsTracker';
 import { StripeIntegrationEventsTracker } from './StripeIntegrationEventsTracker';
+import { ReportsEventsTracker } from './ReportsEventsTracker';
 
 export const EventsTrackerListeners = [
   SaleInvoiceEventsTracker,
@@ -36,4 +37,5 @@ export const EventsTrackerListeners = [
   PaymentMethodEventsTracker,
   PaymentLinkEventsTracker,
   StripeIntegrationEventsTracker,
+  ReportsEventsTracker,
 ];

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryService.ts

@@ -6,6 +6,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import APAgingSummarySheet from './APAgingSummarySheet';
 import { Tenant } from '@/system/models';
 import { APAgingSummaryMeta } from './APAgingSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class APAgingSummaryService {
@@ -15,6 +17,9 @@ export class APAgingSummaryService {
   @Inject()
   private APAgingSummaryMeta: APAgingSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Default report query.
    */
@@ -96,6 +101,12 @@ export class APAgingSummaryService {
     // Retrieve the aging summary report meta.
     const meta = await this.APAgingSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onPayableAgingViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onPayableAgingViewed, {
+      tenantId,
+      query,
+    });
+
     return {
       data,
       columns,

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryService.ts

@@ -6,6 +6,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import ARAgingSummarySheet from './ARAgingSummarySheet';
 import { Tenant } from '@/system/models';
 import { ARAgingSummaryMeta } from './ARAgingSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class ARAgingSummaryService {
@@ -15,6 +17,9 @@ export default class ARAgingSummaryService {
   @Inject()
   private ARAgingSummaryMeta: ARAgingSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Default report query.
    */
@@ -91,6 +96,15 @@ export default class ARAgingSummaryService {
     // Retrieve the aging summary report meta.
     const meta = await this.ARAgingSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onReceivableAgingViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onReceivableAgingViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data,
       columns,

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

@@ -10,6 +10,8 @@ import BalanceSheetStatement from './BalanceSheet';
 import { Tenant } from '@/system/models';
 import BalanceSheetRepository from './BalanceSheetRepository';
 import { BalanceSheetMetaInjectable } from './BalanceSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class BalanceSheetStatementService
@@ -21,6 +23,9 @@ export default class BalanceSheetStatementService
   @Inject()
   private balanceSheetMeta: BalanceSheetMetaInjectable;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -98,6 +103,10 @@ export default class BalanceSheetStatementService
     // Balance sheet meta.
     const meta = await this.balanceSheetMeta.meta(tenantId, filter);
 
+    // Triggers `onBalanceSheetViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onBalanceSheetViewed, {
+      query,
+    });
     return {
       query: filter,
       data,

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryService.ts

@@ -13,6 +13,8 @@ import Ledger from '@/services/Accounting/Ledger';
 import CustomerBalanceSummaryRepository from './CustomerBalanceSummaryRepository';
 import { Tenant } from '@/system/models';
 import { CustomerBalanceSummaryMeta } from './CustomerBalanceSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class CustomerBalanceSummaryService
@@ -24,6 +26,9 @@ export class CustomerBalanceSummaryService
   @Inject()
   private customerBalanceSummaryMeta: CustomerBalanceSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {ICustomerBalanceSummaryQuery}
@@ -104,6 +109,15 @@ export class CustomerBalanceSummaryService
     // Retrieve the customer balance summary meta.
     const meta = await this.customerBalanceSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onCustomerBalanceSummaryViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onCustomerBalanceSummaryViewed,
+      {
+        tenant,
+        query,
+      }
+    );
+
     return {
       data: report.reportData(),
       query: filter,

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

@@ -5,6 +5,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import GeneralLedgerSheet from '@/services/FinancialStatements/GeneralLedger/GeneralLedger';
 import { GeneralLedgerMeta } from './GeneralLedgerMeta';
 import { GeneralLedgerRepository } from './GeneralLedgerRepository';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class GeneralLedgerService {
@@ -14,6 +16,9 @@ export class GeneralLedgerService {
   @Inject()
   private generalLedgerMeta: GeneralLedgerMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults general ledger report filter query.
    * @return {IBalanceSheetQuery}
@@ -72,6 +77,11 @@ export class GeneralLedgerService {
     // Retrieve general ledger report metadata.
     const meta = await this.generalLedgerMeta.meta(tenantId, filter);
 
+    // Triggers `onGeneralLedgerViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onGeneralLedgerViewed, {
+      tenantId,
+    });
+
     return {
       data: reportData,
       query: filter,

packages/server/src/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetService.ts

@@ -11,6 +11,8 @@ import { InventoryValuationSheet } from './InventoryValuationSheet';
 import InventoryService from '@/services/Inventory/Inventory';
 import { Tenant } from '@/system/models';
 import { InventoryValuationMetaInjectable } from './InventoryValuationSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class InventoryValuationSheetService {
@@ -26,6 +28,9 @@ export class InventoryValuationSheetService {
   @Inject()
   private inventoryValuationMeta: InventoryValuationMetaInjectable;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -116,6 +121,15 @@ export class InventoryValuationSheetService {
     // Retrieves the inventorty valuation meta.
     const meta = await this.inventoryValuationMeta.meta(tenantId, filter);
 
+    // Triggers `onInventoryValuationViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onInventoryValuationViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: inventoryValuationData,
       query: filter,

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

@@ -7,6 +7,8 @@ import Journal from '@/services/Accounting/JournalPoster';
 import { Tenant } from '@/system/models';
 import { transformToMap } from 'utils';
 import { JournalSheetMeta } from './JournalSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class JournalSheetService {
@@ -16,6 +18,9 @@ export class JournalSheetService {
   @Inject()
   private journalSheetMeta: JournalSheetMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Default journal sheet filter queyr.
    */
@@ -101,6 +106,12 @@ export class JournalSheetService {
     // Retrieve the journal sheet meta.
     const meta = await this.journalSheetMeta.meta(tenantId, filter);
 
+    // Triggers `onJournalViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onJournalViewed, {
+      tenantId,
+      query,
+    });
+
     return {
       data: journalSheetData,
       query: filter,

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

@@ -10,6 +10,8 @@ import { Tenant } from '@/system/models';
 import { mergeQueryWithDefaults } from './utils';
 import { ProfitLossSheetRepository } from './ProfitLossSheetRepository';
 import { ProfitLossSheetMeta } from './ProfitLossSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 // Profit/Loss sheet service.
 @Service()
@@ -20,6 +22,9 @@ export default class ProfitLossSheetService {
   @Inject()
   private profitLossSheetMeta: ProfitLossSheetMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve profit/loss sheet statement.
    * @param {number} tenantId
@@ -62,6 +67,15 @@ export default class ProfitLossSheetService {
     // Retrieve the profit/loss sheet meta.
     const meta = await this.profitLossSheetMeta.meta(tenantId, filter);
 
+    // Triggers `onProfitLossSheetViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onProfitLossSheetViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       query: filter,
       data,

packages/server/src/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService.ts

@@ -8,6 +8,8 @@ import {
   IPurchasesByItemsSheet,
 } from '@/interfaces/PurchasesByItemsSheet';
 import { PurchasesByItemsMeta } from './PurchasesByItemsMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class PurchasesByItemsService {
@@ -17,6 +19,9 @@ export class PurchasesByItemsService {
   @Inject()
   private purchasesByItemsMeta: PurchasesByItemsMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults purchases by items filter query.
    * @return {IPurchasesByItemsReportQuery}
@@ -92,6 +97,15 @@ export class PurchasesByItemsService {
     // Retrieve the purchases by items meta.
     const meta = await this.purchasesByItemsMeta.meta(tenantId, query);
 
+    // Triggers `onPurchasesByItemViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onPurchasesByItemViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: purchasesByItemsData,
       query: filter,

packages/server/src/services/FinancialStatements/SalesByItems/SalesByItemsService.ts

@@ -5,6 +5,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import SalesByItems from './SalesByItems';
 import { Tenant } from '@/system/models';
 import { SalesByItemsMeta } from './SalesByItemsMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class SalesByItemsReportService {
@@ -14,6 +16,9 @@ export class SalesByItemsReportService {
   @Inject()
   private salesByItemsMeta: SalesByItemsMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -89,6 +94,12 @@ export class SalesByItemsReportService {
     // Retrieve the sales by items meta.
     const meta = await this.salesByItemsMeta.meta(tenantId, query);
 
+    // Triggers `onSalesByItemViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onSalesByItemViewed, {
+      tenantId,
+      query,
+    });
+
     return {
       data: salesByItemsData,
       query: filter,

packages/server/src/services/FinancialStatements/TransactionsByCustomer/TransactionsByCustomersService.ts

@@ -13,6 +13,8 @@ import Ledger from '@/services/Accounting/Ledger';
 import TransactionsByCustomersRepository from './TransactionsByCustomersRepository';
 import { Tenant } from '@/system/models';
 import { TransactionsByCustomersMeta } from './TransactionsByCustomersMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 export class TransactionsByCustomersSheet
   implements ITransactionsByCustomersService
@@ -26,6 +28,9 @@ export class TransactionsByCustomersSheet
   @Inject()
   private transactionsByCustomersMeta: TransactionsByCustomersMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {ICustomerBalanceSummaryQuery}
@@ -166,6 +171,15 @@ export class TransactionsByCustomersSheet
 
     const meta = await this.transactionsByCustomersMeta.meta(tenantId, filter);
 
+    // Triggers `onCustomerTransactionsViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onCustomerTransactionsViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: reportInstance.reportData(),
       query: filter,

packages/server/src/services/FinancialStatements/TransactionsByVendor/TransactionsByVendorInjectable.ts

@@ -13,6 +13,8 @@ import Ledger from '@/services/Accounting/Ledger';
 import TransactionsByVendorRepository from './TransactionsByVendorRepository';
 import { Tenant } from '@/system/models';
 import { TransactionsByVendorMeta } from './TransactionsByVendorMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 export class TransactionsByVendorsInjectable
   implements ITransactionsByVendorsService
@@ -26,6 +28,9 @@ export class TransactionsByVendorsInjectable
   @Inject()
   private transactionsByVendorMeta: TransactionsByVendorMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IVendorBalanceSummaryQuery}
@@ -171,6 +176,15 @@ export class TransactionsByVendorsInjectable
     );
     const meta = await this.transactionsByVendorMeta.meta(tenantId, filter);
 
+    // Triggers `onVendorTransactionsViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onVendorTransactionsViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: reportInstance.reportData(),
       query: filter,

packages/server/src/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetInjectable.ts

@@ -7,6 +7,8 @@ import FinancialSheet from '../FinancialSheet';
 import { Tenant } from '@/system/models';
 import { TrialBalanceSheetRepository } from './TrialBalanceSheetRepository';
 import { TrialBalanceSheetMeta } from './TrialBalanceSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class TrialBalanceSheetService extends FinancialSheet {
@@ -16,6 +18,9 @@ export default class TrialBalanceSheetService extends FinancialSheet {
   @Inject()
   private trialBalanceSheetMetaService: TrialBalanceSheetMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults trial balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -81,6 +86,15 @@ export default class TrialBalanceSheetService extends FinancialSheet {
     // Trial balance sheet meta.
     const meta = await this.trialBalanceSheetMetaService.meta(tenantId, filter);
 
+    // Triggers `onTrialBalanceSheetViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onTrialBalanceSheetView,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: trialBalanceSheetData,
       query: filter,

packages/server/src/services/FinancialStatements/VendorBalanceSummary/VendorBalanceSummaryService.ts

@@ -15,6 +15,8 @@ import { Tenant } from '@/system/models';
 import { JournalSheetMeta } from '../JournalSheet/JournalSheetMeta';
 
 import { VendorBalanceSummaryMeta } from './VendorBalanceSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 export class VendorBalanceSummaryService
   implements IVendorBalanceSummaryService
@@ -28,6 +30,9 @@ export class VendorBalanceSummaryService
   @Inject()
   private vendorBalanceSummaryMeta: VendorBalanceSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IVendorBalanceSummaryQuery}
@@ -49,7 +54,7 @@ export class VendorBalanceSummaryService
   }
 
   /**
-   * 
+   *
    * Retrieve the vendors ledger entrjes.
    * @param {number} tenantId -
    * @param {Date|string} date -
@@ -107,10 +112,19 @@ export class VendorBalanceSummaryService
     // Retrieve the vendor balance summary meta.
     const meta = await this.vendorBalanceSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onVendorBalanceSummaryViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onVendorBalanceSummaryViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: reportInstance.reportData(),
       query: filter,
-      meta
+      meta,
     };
   }
 }

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

@@ -299,7 +299,7 @@ export const valueParser =
       // Parses the enumeration value.
     } else if (field.fieldType === 'enumeration') {
       const option = get(field, 'options', []).find(
-        (option) => option.label === value
+        (option) => option.label?.toLowerCase() === value?.toLowerCase()
       );
       _value = get(option, 'key');
       // Parses the numeric value.
@@ -433,8 +433,8 @@ export const getMapToPath = (to: string, group = '') =>
   group ? `${group}.${to}` : to;
 
 export const getImportsStoragePath = () => {
-  return  path.join(global.__storage_dir, `/imports`);
+  return path.join(global.__storage_dir, `/imports`);
-}
+};
 
 /**
  * Deletes the imported file from the storage and database.

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

@@ -3,6 +3,8 @@ import { IItem } from '@/interfaces';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 import ItemTransformer from './ItemTransformer';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Inject()
 export class GetItem {
@@ -12,6 +14,9 @@ export class GetItem {
   @Inject()
   private transformer: TransformerInjectable;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve the item details of the given id with associated details.
    * @param {number} tenantId
@@ -31,6 +36,16 @@ export class GetItem {
       .withGraphFetched('purchaseTaxRate')
       .throwIfNotFound();
 
-    return this.transformer.transform(tenantId, item, new ItemTransformer());
+    const transformed = await this.transformer.transform(
+      tenantId,
+      item,
+      new ItemTransformer()
+    );
+    const eventPayload = { tenantId, itemId };
+
+    // Triggers the `onItemViewed` event.
+    await this.eventPublisher.emitAsync(events.item.onViewed, eventPayload);
+
+    return transformed;
   }
 }

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

@@ -39,8 +39,8 @@ export class ItemsApplication {
 
   /**
    * Creates a new item (service/product).
-   * @param   {number} tenantId
+   * @param {number} tenantId
-   * @param   {IItemCreateDTO} itemDTO
+   * @param {IItemCreateDTO} itemDTO
    * @returns {Promise<IItem>}
    */
   public async createItem(
@@ -52,8 +52,8 @@ export class ItemsApplication {
 
   /**
    * Retrieves the given item.
-   * @param   {number} tenantId
+   * @param {number} tenantId
-   * @param   {number} itemId
+   * @param {number} itemId
    * @returns {Promise<IItem>}
    */
   public getItem(tenantId: number, itemId: number): Promise<IItem> {
@@ -62,9 +62,9 @@ export class ItemsApplication {
 
   /**
    * Edits the given item (service/product).
-   * @param   {number} tenantId
+   * @param {number} tenantId
-   * @param   {number} itemId
+   * @param {number} itemId
-   * @param   {IItemEditDTO} itemDTO
+   * @param {IItemEditDTO} itemDTO
    * @returns {Promise<IItem>}
    */
   public editItem(tenantId: number, itemId: number, itemDTO: IItemEditDTO) {
@@ -73,8 +73,8 @@ export class ItemsApplication {
 
   /**
    * Deletes the given item (service/product).
-   * @param   {number} tenantId
+   * @param {number} tenantId
-   * @param   {number} itemId
+   * @param {number} itemId
    * @returns {Promise<void>}
    */
   public deleteItem(tenantId: number, itemId: number) {

packages/server/src/services/MailNotification/ContactMailNotification.ts

@@ -4,6 +4,7 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { MailTenancy } from '@/services/MailTenancy/MailTenancy';
 import { formatSmsMessage } from '@/utils';
 import { Tenant } from '@/system/models';
+import { castArray } from 'lodash';
 
 @Service()
 export class ContactMailNotification {
@@ -14,76 +15,56 @@ export class ContactMailNotification {
   private tenancy: HasTenancyService;
 
   /**
-   * Parses the default message options.
+   * Gets the default mail address of the given contact.
-   * @param {number} tenantId -
+   * @param {number} tenantId - Tenant id.
-   * @param {number} invoiceId -
+   * @param {number} invoiceId - Contact id.
-   * @param {string} subject -
+   * @returns {Promise<Pick<CommonMailOptions, 'to' | 'from'>>}
-   * @param {string} body -
-   * @returns {Promise<SaleInvoiceMailOptions>}
    */
   public async getDefaultMailOptions(
     tenantId: number,
-    contactId: number,
+    customerId: number
-    subject: string = '',
+  ): Promise<
-    body: string = ''
+    Pick<CommonMailOptions, 'to' | 'from' | 'toOptions' | 'fromOptions'>
-  ): Promise<CommonMailOptions> {
+  > {
     const { Customer } = this.tenancy.models(tenantId);
-    const contact = await Customer.query()
+    const customer = await Customer.query()
-      .findById(contactId)
+      .findById(customerId)
       .throwIfNotFound();
 
-    const toAddresses = contact.contactAddresses;
+    const toOptions = customer.contactAddresses;
-    const fromAddresses = await this.mailTenancy.senders(tenantId);
+    const fromOptions = await this.mailTenancy.senders(tenantId);
 
-    const toAddress = toAddresses.find((a) => a.primary);
+    const toAddress = toOptions.find((a) => a.primary);
-    const fromAddress = fromAddresses.find((a) => a.primary);
+    const fromAddress = fromOptions.find((a) => a.primary);
 
-    const to = toAddress?.mail || '';
+    const to = toAddress?.mail ? castArray(toAddress?.mail) : [];
-    const from = fromAddress?.mail || '';
+    const from = fromAddress?.mail ? castArray(fromAddress?.mail) : [];
 
-    return {
+    return { to, from, toOptions, fromOptions };
-      subject,
-      body,
-      to,
-      from,
-      fromAddresses,
-      toAddresses,
-    };
   }
 
   /**
    * Retrieves the mail options of the given contact.
    * @param {number} tenantId - Tenant id.
-   * @param {number} invoiceId - Invoice id.
-   * @param {string} defaultSubject - Default subject text.
-   * @param {string} defaultBody - Default body text.
    * @returns {Promise<CommonMailOptions>}
    */
-  public async getMailOptions(
+  public async formatMailOptions(
     tenantId: number,
-    contactId: number,
+    mailOptions: CommonMailOptions,
-    defaultSubject?: string,
+    formatterArgs?: Record<string, any>
-    defaultBody?: string,
-    formatterData?: Record<string, any>
   ): Promise<CommonMailOptions> {
-    const mailOpts = await this.getDefaultMailOptions(
-      tenantId,
-      contactId,
-      defaultSubject,
-      defaultBody
-    );
     const commonFormatArgs = await this.getCommonFormatArgs(tenantId);
     const formatArgs = {
       ...commonFormatArgs,
-      ...formatterData,
+      ...formatterArgs,
     };
-    const subject = formatSmsMessage(mailOpts.subject, formatArgs);
+    const subjectFormatted = formatSmsMessage(mailOptions?.subject, formatArgs);
-    const body = formatSmsMessage(mailOpts.body, formatArgs);
+    const messageFormatted = formatSmsMessage(mailOptions?.message, formatArgs);
 
     return {
-      ...mailOpts,
+      ...mailOptions,
-      subject,
+      subject: subjectFormatted,
-      body,
+      message: messageFormatted,
     };
   }
 
@@ -100,7 +81,7 @@ export class ContactMailNotification {
       .withGraphFetched('metadata');
 
     return {
-      CompanyName: organization.metadata.name,
+      ['Company Name']: organization.metadata.name,
     };
   }
 }

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

@@ -1,33 +1,56 @@
-import { isEmpty } from 'lodash';
+import { castArray, isEmpty } from 'lodash';
 import { ServiceError } from '@/exceptions';
-import { CommonMailOptions, CommonMailOptionsDTO } from '@/interfaces';
+import { CommonMailOptions } from '@/interfaces';
 import { ERRORS } from './constants';
 
 /**
  * Merges the mail options with incoming options.
  * @param {Partial<SaleInvoiceMailOptions>} mailOptions
  * @param {Partial<SendInvoiceMailDTO>} overridedOptions
- * @throws {ServiceError}
  */
-export function parseAndValidateMailOptions(
+export function parseMailOptions(
-  mailOptions: Partial<CommonMailOptions>,
+  mailOptions: CommonMailOptions,
-  overridedOptions: Partial<CommonMailOptionsDTO>
+  overridedOptions: Partial<CommonMailOptions>
-) {
+): CommonMailOptions {
   const mergedMessageOptions = {
     ...mailOptions,
     ...overridedOptions,
   };
-  if (isEmpty(mergedMessageOptions.from)) {
+  const parsedMessageOptions = {
+    ...mergedMessageOptions,
+    from: mergedMessageOptions?.from
+      ? castArray(mergedMessageOptions?.from)
+      : [],
+    to: mergedMessageOptions?.to ? castArray(mergedMessageOptions?.to) : [],
+    cc: mergedMessageOptions?.cc ? castArray(mergedMessageOptions?.cc) : [],
+    bcc: mergedMessageOptions?.bcc ? castArray(mergedMessageOptions?.bcc) : [],
+  };
+  return parsedMessageOptions;
+}
+
+export function validateRequiredMailOptions(
+  mailOptions: Partial<CommonMailOptions>
+) {
+  if (isEmpty(mailOptions.from)) {
     throw new ServiceError(ERRORS.MAIL_FROM_NOT_FOUND);
   }
-  if (isEmpty(mergedMessageOptions.to)) {
+  if (isEmpty(mailOptions.to)) {
     throw new ServiceError(ERRORS.MAIL_TO_NOT_FOUND);
   }
-  if (isEmpty(mergedMessageOptions.subject)) {
+  if (isEmpty(mailOptions.subject)) {
     throw new ServiceError(ERRORS.MAIL_SUBJECT_NOT_FOUND);
   }
-  if (isEmpty(mergedMessageOptions.body)) {
+  if (isEmpty(mailOptions.message)) {
     throw new ServiceError(ERRORS.MAIL_BODY_NOT_FOUND);
   }
-  return mergedMessageOptions;
 }
+
+export const mergeAndValidateMailOptions = (
+  mailOptions: CommonMailOptions,
+  overridedOptions: Partial<CommonMailOptions>
+): CommonMailOptions => {
+  const parsedMessageOptions = parseMailOptions(mailOptions, overridedOptions);
+  validateRequiredMailOptions(parsedMessageOptions);
+
+  return parsedMessageOptions;
+};

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

@@ -1,4 +1,4 @@
-import { difference, isEmpty } from 'lodash';
+import { difference, isEmpty, round, sumBy } from 'lodash';
 import { Service, Inject } from 'typedi';
 import { ServiceError } from '@/exceptions';
 import {
@@ -23,20 +23,18 @@ export class CommandManualJournalValidators {
    * @param {IManualJournalDTO} manualJournalDTO
    */
   public valdiateCreditDebitTotalEquals(manualJournalDTO: IManualJournalDTO) {
-    let totalCredit = 0;
+    const totalCredit = round(
-    let totalDebit = 0;
+      sumBy(manualJournalDTO.entries, (entry) => entry.credit || 0),
-
+      2
-    manualJournalDTO.entries.forEach((entry) => {
+    );
-      if (entry.credit > 0) {
+    const totalDebit = round(
-        totalCredit += entry.credit;
+      sumBy(manualJournalDTO.entries, (entry) => entry.debit || 0),
-      }
+      2
-      if (entry.debit > 0) {
+    );
-        totalDebit += entry.debit;
-      }
-    });
     if (totalCredit <= 0 || totalDebit <= 0) {
       throw new ServiceError(ERRORS.CREDIT_DEBIT_NOT_EQUAL_ZERO);
     }
+
     if (totalCredit !== totalDebit) {
       throw new ServiceError(ERRORS.CREDIT_DEBIT_NOT_EQUAL);
     }

packages/server/src/services/PaymentLinks/GetInvoicePaymentLinkMetadata.ts

@@ -25,7 +25,7 @@ export class GetInvoicePaymentLinkMetadata {
       .findOne('linkId', linkId)
       .where('resourceType', 'SaleInvoice')
       .throwIfNotFound();
- 
+
     // Validate the expiry at date.
     if (paymentLink.expiryAt) {
       const currentDate = moment();
@@ -46,6 +46,7 @@ export class GetInvoicePaymentLinkMetadata {
       .withGraphFetched('customer')
       .withGraphFetched('taxes.taxRate')
       .withGraphFetched('paymentMethods.paymentIntegration')
+      .withGraphFetched('pdfTemplate')
       .throwIfNotFound();
 
     return this.transformer.transform(

packages/server/src/services/PaymentLinks/GetPaymentLinkInvoicePdf.ts

@@ -12,9 +12,11 @@ export class GetPaymentLinkInvoicePdf {
    * Retrieves the sale invoice PDF of the given payment link id.
    * @param {number} tenantId
    * @param {number} paymentLinkId
-   * @returns {Promise<Buffer>}
+   * @returns {Promise<Buffer, string>}
    */
-  async getPaymentLinkInvoicePdf(paymentLinkId: string): Promise<Buffer> {
+  async getPaymentLinkInvoicePdf(
+    paymentLinkId: string
+  ): Promise<[Buffer, string]> {
     const paymentLink = await PaymentLink.query()
       .findOne('linkId', paymentLinkId)
       .where('resourceType', 'SaleInvoice')

packages/server/src/services/PaymentLinks/PaymentLinksApplication.ts

@@ -11,7 +11,7 @@ export class PaymentLinksApplication {
 
   @Inject()
   private createInvoiceCheckoutSessionService: CreateInvoiceCheckoutSession;
-  
+
   @Inject()
   private getPaymentLinkInvoicePdfService: GetPaymentLinkInvoicePdf;
 
@@ -45,7 +45,9 @@ export class PaymentLinksApplication {
    * @param {number} paymentLinkId
    * @returns {Promise<Buffer> }
    */
-  public getPaymentLinkInvoicePdf(paymentLinkId: string): Promise<Buffer> {
+  public getPaymentLinkInvoicePdf(
+    paymentLinkId: string
+  ): Promise<[Buffer, string]> {
     return this.getPaymentLinkInvoicePdfService.getPaymentLinkInvoicePdf(
       paymentLinkId
     );

packages/server/src/services/PdfTemplate/BrandingTemplateDTOTransformer.ts

@@ -1,7 +1,6 @@
-import * as R from 'ramda';
-import HasTenancyService from '../Tenancy/TenancyService';
 import { Inject, Service } from 'typedi';
-import { isEmpty } from 'lodash';
+import { isNil } from 'lodash';
+import HasTenancyService from '../Tenancy/TenancyService';
 
 @Service()
 export class BrandingTemplateDTOTransformer {
@@ -22,11 +21,12 @@ export class BrandingTemplateDTOTransformer {
       const { PdfTemplate } = this.tenancy.models(tenantId);
       const attributeName = 'pdfTemplateId';
 
-      const defaultTemplate = await PdfTemplate.query().findOne({
+      const defaultTemplate = await PdfTemplate.query()
-        resource,
+        .modify('default')
-        default: true,
+        .findOne({ resource });
-      });
+
-      if (!defaultTemplate || !isEmpty(object[attributeName])) {
+      // If the default template is not found OR the given object has no defined template id.
+      if (!defaultTemplate || !isNil(object[attributeName])) {
         return object;
       }
       return {

packages/server/src/services/PdfTemplate/GetPdfTemplateTransformer.ts

@@ -1,10 +1,9 @@
 import { Transformer } from '@/lib/Transformer/Transformer';
 import { getTransactionTypeLabel } from '@/utils/transactions-types';
-import { getUploadedObjectUri } from '../Attachments/utils';
 
 export class GetPdfTemplateTransformer extends Transformer {
   /**
-   * Includeded attributes.
+   * Included attributes.
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
@@ -44,20 +43,10 @@ export class GetPdfTemplateTransformer extends Transformer {
 
 class GetPdfTemplateAttributesTransformer extends Transformer {
   /**
-   * Includeded attributes.
+   * Included attributes.
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
-    return ['companyLogoUri'];
+    return [];
   };
-
-  /**
-   * Retrieves the company logo uri.
-   * @returns {string}
-   */
-  protected companyLogoUri(template) {
-    return template.companyLogoKey
-      ? getUploadedObjectUri(template.companyLogoKey)
-      : '';
-  }
 }

packages/server/src/services/PdfTemplate/types.ts

@@ -66,7 +66,6 @@ export interface ICreateInvoicePdfTemplateDTO {
   showStatement?: boolean;
 }
 
-
 export interface CommonOrganizationBrandingAttributes {
   companyName?: string;
   primaryColor?: string;

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

@@ -3,6 +3,8 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 import { SaleEstimateTransfromer } from './SaleEstimateTransformer';
 import { SaleEstimateValidators } from './SaleEstimateValidators';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class GetSaleEstimate {
@@ -15,6 +17,9 @@ export class GetSaleEstimate {
   @Inject()
   private validators: SaleEstimateValidators;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve the estimate details with associated entries.
    * @async
@@ -35,10 +40,18 @@ export class GetSaleEstimate {
     this.validators.validateEstimateExistance(estimate);
 
     // Transformes sale estimate model to POJO.
-    return this.transformer.transform(
+    const transformed = await this.transformer.transform(
       tenantId,
       estimate,
       new SaleEstimateTransfromer()
     );
+    const eventPayload = { tenantId, saleEstimateId: estimateId };
+
+    // Triggers `onSaleEstimateViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onViewed,
+      eventPayload
+    );
+    return transformed;
   }
 }

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

@@ -6,6 +6,8 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { SaleEstimatePdfTemplate } from '../Invoices/SaleEstimatePdfTemplate';
 import { transformEstimateToPdfTemplate } from './utils';
 import { EstimatePdfBrandingAttributes } from './constants';
+import events from '@/subscribers/events';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 
 @Service()
 export class SaleEstimatesPdf {
@@ -24,12 +26,22 @@ export class SaleEstimatesPdf {
   @Inject()
   private estimatePdfTemplate: SaleEstimatePdfTemplate;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve sale invoice pdf content.
    * @param {number} tenantId -
    * @param {ISaleInvoice} saleInvoice -
    */
-  public async getSaleEstimatePdf(tenantId: number, saleEstimateId: number) {
+  public async getSaleEstimatePdf(
+    tenantId: number,
+    saleEstimateId: number
+  ): Promise<[Buffer, string]> {
+    const filename = await this.getSaleEstimateFilename(
+      tenantId,
+      saleEstimateId
+    );
     const brandingAttributes = await this.getEstimateBrandingAttributes(
       tenantId,
       saleEstimateId
@@ -39,7 +51,32 @@ export class SaleEstimatesPdf {
       'modules/estimate-regular',
       brandingAttributes
     );
-    return this.chromiumlyTenancy.convertHtmlContent(tenantId, htmlContent);
+    const content = await this.chromiumlyTenancy.convertHtmlContent(
+      tenantId,
+      htmlContent
+    );
+    const eventPayload = { tenantId, saleEstimateId };
+
+    // Triggers the `onSaleEstimatePdfViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onPdfViewed,
+      eventPayload
+    );
+    return [content, filename];
+  }
+
+  /**
+   * Retrieves the filename file document of the given estimate.
+   * @param {number} tenantId
+   * @param {number} estimateId
+   * @returns {Promise<string>}
+   */
+  private async getSaleEstimateFilename(tenantId: number, estimateId: number) {
+    const { SaleEstimate } = this.tenancy.models(tenantId);
+
+    const estimate = await SaleEstimate.query().findById(estimateId);
+
+    return `Estimate-${estimate.estimateNumber}`;
   }
 
   /**

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

@@ -13,9 +13,10 @@ import {
   SaleEstimateMailOptionsDTO,
 } from '@/interfaces';
 import { ContactMailNotification } from '@/services/MailNotification/ContactMailNotification';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { transformEstimateToMailDataArgs } from './utils';
 
 @Service()
 export class SendSaleEstimateMail {
@@ -65,23 +66,17 @@ export class SendSaleEstimateMail {
   }
 
   /**
-   * Formates the text of the mail.
+   * Formate the text of the mail.
    * @param {number} tenantId - Tenant id.
    * @param {number} estimateId - Estimate id.
    * @returns {Promise<Record<string, any>>}
    */
-  public formatterData = async (tenantId: number, estimateId: number) => {
+  public formatterArgs = async (tenantId: number, estimateId: number) => {
     const estimate = await this.getSaleEstimateService.getEstimate(
       tenantId,
       estimateId
     );
-    return {
+    return transformEstimateToMailDataArgs(estimate);
-      CustomerName: estimate.customer.displayName,
-      EstimateNumber: estimate.estimateNumber,
-      EstimateDate: estimate.formattedEstimateDate,
-      EstimateAmount: estimate.formattedAmount,
-      EstimateExpirationDate: estimate.formattedExpirationDate,
-    };
   };
 
   /**
@@ -92,7 +87,9 @@ export class SendSaleEstimateMail {
    */
   public getMailOptions = async (
     tenantId: number,
-    saleEstimateId: number
+    saleEstimateId: number,
+    defaultSubject: string = DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT,
+    defaultMessage: string = DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT
   ): Promise<SaleEstimateMailOptions> => {
     const { SaleEstimate } = this.tenancy.models(tenantId);
 
@@ -100,22 +97,44 @@ export class SendSaleEstimateMail {
       .findById(saleEstimateId)
       .throwIfNotFound();
 
-    const formatterData = await this.formatterData(tenantId, saleEstimateId);
+    const formatArgs = await this.formatterArgs(tenantId, saleEstimateId);
 
-    const mailOptions = await this.contactMailNotification.getMailOptions(
+    const mailOptions =
-      tenantId,
+      await this.contactMailNotification.getDefaultMailOptions(
-      saleEstimate.customerId,
+        tenantId,
-      DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT,
+        saleEstimate.customerId
-      DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT,
+      );
-      formatterData
-    );
     return {
       ...mailOptions,
-      data: formatterData,
+      message: defaultMessage,
+      subject: defaultSubject,
       attachEstimate: true,
+      formatArgs,
     };
   };
 
+  /**
+   * Formats the given mail options.
+   * @param {number} tenantId
+   * @param {number} saleEstimateId
+   * @param {SaleEstimateMailOptions} mailOptions
+   * @returns {Promise<SaleEstimateMailOptions>}
+   */
+  public formatMailOptions = async (
+    tenantId: number,
+    saleEstimateId: number,
+    mailOptions: SaleEstimateMailOptions
+  ): Promise<SaleEstimateMailOptions> => {
+    const formatterArgs = await this.formatterArgs(tenantId, saleEstimateId);
+    const formattedOptions =
+      await this.contactMailNotification.formatMailOptions(
+        tenantId,
+        mailOptions,
+        formatterArgs
+      );
+    return { ...formattedOptions };
+  };
+
   /**
    * Sends the mail notification of the given sale estimate.
    * @param {number} tenantId
@@ -133,27 +152,54 @@ export class SendSaleEstimateMail {
       saleEstimateId
     );
     // Overrides and validates the given mail options.
-    const messageOpts = parseAndValidateMailOptions(
+    const parsedMessageOptions = mergeAndValidateMailOptions(
       localMessageOpts,
       messageOptions
+    ) as SaleEstimateMailOptions;
+
+    const formattedOptions = await this.formatMailOptions(
+      tenantId,
+      saleEstimateId,
+      parsedMessageOptions
     );
     const mail = new Mail()
-      .setSubject(messageOpts.subject)
+      .setSubject(formattedOptions.subject)
-      .setTo(messageOpts.to)
+      .setTo(formattedOptions.to)
-      .setContent(messageOpts.body);
+      .setCC(formattedOptions.cc)
+      .setBCC(formattedOptions.bcc)
+      .setContent(formattedOptions.message);
+
+    // Attaches the estimate pdf to the mail.
+    if (formattedOptions.attachEstimate) {
+      // Retrieves the estimate pdf and attaches it to the mail.
+      const [estimatePdfBuffer, estimateFilename] =
+        await this.estimatePdf.getSaleEstimatePdf(tenantId, saleEstimateId);
 
-    if (messageOpts.attachEstimate) {
-      const estimatePdfBuffer = await this.estimatePdf.getSaleEstimatePdf(
-        tenantId,
-        saleEstimateId
-      );
       mail.setAttachments([
         {
-          filename: messageOpts.data?.EstimateNumber || 'estimate.pdf',
+          filename: `${estimateFilename}.pdf`,
           content: estimatePdfBuffer,
         },
       ]);
     }
+
+    const eventPayload = {
+      tenantId,
+      saleEstimateId,
+      messageOptions,
+      formattedOptions,
+    };
+    // Triggers `onSaleEstimateMailSend` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onMailSend,
+      eventPayload as ISaleEstimateMailPresendEvent
+    );
     await mail.send();
+
+    // Triggers `onSaleEstimateMailSent` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onMailSent,
+      eventPayload as ISaleEstimateMailPresendEvent
+    );
   }
 }

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

@@ -1,16 +1,16 @@
 export const DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT =
-  'Estimate {EstimateNumber} is awaiting your approval';
+  'Estimate {Estimate Number} is awaiting your approval';
-export const DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT = `<p>Dear {CustomerName}</p>
+export const DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT = `<p>Dear {Customer Name}</p>
 <p>Thank you for your business, You can view or print your estimate from attachements.</p>
 <p>
-Estimate <strong>#{EstimateNumber}</strong><br />
+Estimate <strong>#{Estimate Number}</strong><br />
-Expiration Date : <strong>{EstimateExpirationDate}</strong><br />
+Expiration Date : <strong>{Estimate Expiration Date}</strong><br />
-Amount   : <strong>{EstimateAmount}</strong></br />
+Amount   : <strong>{Estimate Amount}</strong></br />
 </p>
 
 <p>
 <i>Regards</i><br />
-<i>{CompanyName}</i>
+<i>{Company Name}</i>
 </p>
 `;
 

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

@@ -17,8 +17,18 @@ export const transformEstimateToPdfTemplate = (
     })),
     total: estimate.formattedSubtotal,
     subtotal: estimate.formattedSubtotal,
-    customerNote: estimate.customerNote,
+    customerNote: estimate.note,
     termsConditions: estimate.termsConditions,
     customerAddress: contactAddressTextFormat(estimate.customer),
   };
 };
+
+export const transformEstimateToMailDataArgs = (estimate: any) => {
+  return {
+    'Customer Name': estimate.customer.displayName,
+    'Estimate Number': estimate.estimateNumber,
+    'Estimate Date': estimate.formattedEstimateDate,
+    'Estimate Amount': estimate.formattedAmount,
+    'Estimate Expiration Date': estimate.formattedExpirationDate,
+  };
+};

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

@@ -32,15 +32,14 @@ export class GenerateShareLink {
    */
   async generatePaymentLink(
     tenantId: number,
-    transactionId: number,
+    saleInvoiceId: number,
-    transactionType: string,
     publicity: string = 'private',
     expiryTime: string = ''
   ) {
     const { SaleInvoice } = this.tenancy.models(tenantId);
 
     const foundInvoice = await SaleInvoice.query()
-      .findById(transactionId)
+      .findById(saleInvoiceId)
       .throwIfNotFound();
 
     // Generate unique uuid for sharable link.
@@ -48,8 +47,7 @@ export class GenerateShareLink {
 
     const commonEventPayload = {
       tenantId,
-      transactionId,
+      saleInvoiceId,
-      transactionType,
       publicity,
       expiryTime,
     };

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

@@ -4,6 +4,7 @@ import { SaleInvoiceTaxEntryTransformer } from './SaleInvoiceTaxEntryTransformer
 import { SaleInvoiceTransformer } from './SaleInvoiceTransformer';
 import { Transformer } from '@/lib/Transformer/Transformer';
 import { contactAddressTextFormat } from '@/utils/address-text-format';
+import { GetPdfTemplateTransformer } from '@/services/PdfTemplate/GetPdfTemplateTransformer';
 
 export class GetInvoicePaymentLinkMetaTransformer extends SaleInvoiceTransformer {
   /**
@@ -45,6 +46,7 @@ export class GetInvoicePaymentLinkMetaTransformer extends SaleInvoiceTransformer
       'isReceivable',
       'hasStripePaymentMethod',
       'formattedCustomerAddress',
+      'brandingTemplate',
     ];
   };
 
@@ -63,6 +65,18 @@ export class GetInvoicePaymentLinkMetaTransformer extends SaleInvoiceTransformer
     );
   }
 
+  /**
+   * Retrieves the branding template for the payment link.
+   * @param {} invoice
+   * @returns
+   */
+  public brandingTemplate(invoice) {
+    return this.item(
+      invoice.pdfTemplate,
+      new GetInvoicePaymentLinkBrandingTemplate()
+    );
+  }
+
   /**
    * Retrieves the entries of the sale invoice.
    * @param {ISaleInvoice} invoice
@@ -114,7 +128,7 @@ export class GetInvoicePaymentLinkMetaTransformer extends SaleInvoiceTransformer
 
   /**
    * Retrieves the formatted customer address.
-   * @param invoice 
+   * @param invoice
    * @returns {string}
    */
   protected formattedCustomerAddress(invoice) {
@@ -193,3 +207,17 @@ class GetInvoicePaymentLinkTaxEntryTransformer extends SaleInvoiceTaxEntryTransf
     return ['name', 'taxRateCode', 'taxRateAmount', 'taxRateAmountFormatted'];
   };
 }
+
+class GetInvoicePaymentLinkBrandingTemplate extends GetPdfTemplateTransformer {
+  public includeAttributes = (): string[] => {
+    return ['companyLogoUri', 'primaryColor'];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  primaryColor = (template) => {
+    return template.attributes?.primaryColor;
+  };
+}

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

@@ -0,0 +1,67 @@
+import { Inject, Service } from 'typedi';
+import { GetPdfTemplate } from '@/services/PdfTemplate/GetPdfTemplate';
+import { GetSaleInvoice } from './GetSaleInvoice';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import {
+  InvoicePaymentEmailProps,
+  renderInvoicePaymentEmail,
+} from '@bigcapital/email-components';
+import { GetInvoiceMailTemplateAttributesTransformer } from './GetInvoicePaymentMailAttributesTransformer';
+
+@Service()
+export class GetInvoicePaymentMail {
+  @Inject()
+  private getSaleInvoiceService: GetSaleInvoice;
+
+  @Inject()
+  private getBrandingTemplate: GetPdfTemplate;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the mail template attributes of the given invoice.
+   * Invoice template attributes are composed of the invoice and branding template attributes.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} invoiceId - Invoice id.
+   */
+  public async getMailTemplateAttributes(tenantId: number, invoiceId: number) {
+    const invoice = await this.getSaleInvoiceService.getSaleInvoice(
+      tenantId,
+      invoiceId
+    );
+    const brandingTemplate = await this.getBrandingTemplate.getPdfTemplate(
+      tenantId,
+      invoice.pdfTemplateId
+    );
+    const mailTemplateAttributes = await this.transformer.transform(
+      tenantId,
+      invoice,
+      new GetInvoiceMailTemplateAttributesTransformer(),
+      {
+        invoice,
+        brandingTemplate,
+      }
+    );
+    return mailTemplateAttributes;
+  }
+
+  /**
+   * Retrieves the mail template html content.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} invoiceId - Invoice id.
+   */
+  public async getMailTemplate(
+    tenantId: number,
+    invoiceId: number,
+    overrideAttributes?: Partial<InvoicePaymentEmailProps>
+  ): Promise<string> {
+    const attributes = await this.getMailTemplateAttributes(
+      tenantId,
+      invoiceId
+    );
+    const mergedAttributes = { ...attributes, ...overrideAttributes };
+
+    return renderInvoicePaymentEmail(mergedAttributes);
+  }
+}

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

@@ -0,0 +1,136 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+
+export class GetInvoiceMailTemplateAttributesTransformer extends Transformer {
+  /**
+   * Include these attributes to item entry object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'companyLogoUri',
+      'companyName',
+
+      'invoiceAmount',
+
+      'primaryColor',
+
+      'invoiceAmount',
+      'invoiceMessage',
+
+      'dueDate',
+      'dueDateLabel',
+
+      'invoiceNumber',
+      'invoiceNumberLabel',
+
+      'total',
+      'totalLabel',
+
+      'dueAmount',
+      'dueAmountLabel',
+
+      'viewInvoiceButtonLabel',
+      'viewInvoiceButtonUrl',
+
+      'items',
+    ];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  public companyLogoUri(): string {
+    return this.options.brandingTemplate?.companyLogoUri;
+  }
+
+  public companyName(): string {
+    return this.context.organization.name;
+  }
+
+  public invoiceAmount(): string {
+    return this.options.invoice.totalFormatted;
+  }
+
+  public primaryColor(): string {
+    return this.options?.brandingTemplate?.attributes?.primaryColor;
+  }
+
+  public invoiceMessage(): string {
+    return '';
+  }
+
+  public dueDate(): string {
+    return this.options?.invoice?.dueDateFormatted;
+  }
+
+  public dueDateLabel(): string {
+    return 'Due {dueDate}';
+  }
+
+  public invoiceNumber(): string {
+    return this.options?.invoice?.invoiceNo;
+  }
+
+  public invoiceNumberLabel(): string {
+    return 'Invoice # {invoiceNumber}';
+  }
+
+  public total(): string {
+    return this.options.invoice?.totalFormatted;
+  }
+
+  public totalLabel(): string {
+    return 'Total';
+  }
+
+  public dueAmount(): string {
+    return this.options?.invoice.dueAmountFormatted;
+  }
+
+  public dueAmountLabel(): string {
+    return 'Due Amount';
+  }
+
+  public viewInvoiceButtonLabel(): string {
+    return 'View Invoice';
+  }
+
+  public viewInvoiceButtonUrl(): string {
+    return '';
+  }
+
+  public items(): Array<any> {
+    return this.item(
+      this.options.invoice?.entries,
+      new GetInvoiceMailTemplateItemAttrsTransformer()
+    );
+  }
+}
+
+class GetInvoiceMailTemplateItemAttrsTransformer extends Transformer {
+  /**
+   * Include these attributes to item entry object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return ['quantity', 'label', 'rate'];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  public quantity(entry): string {
+    return entry?.quantity;
+  }
+
+  public label(entry): string {
+    console.log(entry);
+    return entry?.item?.name;
+  }
+
+  public rate(entry): string {
+    return entry?.rateFormatted;
+  }
+}

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

@@ -4,6 +4,8 @@ import { SaleInvoiceTransformer } from './SaleInvoiceTransformer';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { CommandSaleInvoiceValidators } from './CommandSaleInvoiceValidators';
+import events from '@/subscribers/events';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 
 @Service()
 export class GetSaleInvoice {
@@ -16,6 +18,9 @@ export class GetSaleInvoice {
   @Inject()
   private validators: CommandSaleInvoiceValidators;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve sale invoice with associated entries.
    * @param {Number} saleInvoiceId -
@@ -41,10 +46,20 @@ export class GetSaleInvoice {
     // Validates the given sale invoice existance.
     this.validators.validateInvoiceExistance(saleInvoice);
 
-    return this.transformer.transform(
+    const transformed = await this.transformer.transform(
       tenantId,
       saleInvoice,
       new SaleInvoiceTransformer()
     );
+    const eventPayload = {
+      tenantId,
+      saleInvoiceId,
+    };
+    // Triggers the `onSaleInvoiceItemViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.saleInvoice.onViewed,
+      eventPayload
+    );
+    return transformed;
   }
 }

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

@@ -0,0 +1,53 @@
+import { SaleInvoiceMailOptions, SaleInvoiceMailState } from '@/interfaces';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { Inject } from 'typedi';
+import { SendSaleInvoiceMailCommon } from './SendInvoiceInvoiceMailCommon';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { GetSaleInvoiceMailStateTransformer } from './GetSaleInvoiceMailStateTransformer';
+
+export class GetSaleInvoiceMailState {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private invoiceMail: SendSaleInvoiceMailCommon;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the invoice mail state of the given sale invoice.
+   * Invoice mail state includes the mail options, branding attributes and the invoice details.
+   * @param {number} tenantId
+   * @param {number} saleInvoiceId
+   * @returns {Promise<SaleInvoiceMailState>}
+   */
+  async getInvoiceMailState(
+    tenantId: number,
+    saleInvoiceId: number
+  ): Promise<SaleInvoiceMailState> {
+    const { SaleInvoice } = this.tenancy.models(tenantId);
+
+    const saleInvoice = await SaleInvoice.query()
+      .findById(saleInvoiceId)
+      .withGraphFetched('customer')
+      .withGraphFetched('entries.item')
+      .withGraphFetched('pdfTemplate')
+      .throwIfNotFound();
+
+    const mailOptions = await this.invoiceMail.getInvoiceMailOptions(
+      tenantId,
+      saleInvoiceId
+    );
+    // Transforms the sale invoice mail state.
+    const transformed = await this.transformer.transform(
+      tenantId,
+      saleInvoice,
+      new GetSaleInvoiceMailStateTransformer(),
+      {
+        mailOptions,
+      }
+    );
+    return transformed;
+  }
+}

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

@@ -0,0 +1,129 @@
+import { SaleInvoiceTransformer } from './SaleInvoiceTransformer';
+import { ItemEntryTransformer } from './ItemEntryTransformer';
+
+export class GetSaleInvoiceMailStateTransformer extends SaleInvoiceTransformer {
+  /**
+   * Exclude these attributes from user object.
+   * @returns {Array}
+   */
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  /**
+   * Included attributes.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'invoiceDate',
+      'invoiceDateFormatted',
+
+      'dueDate',
+      'dueDateFormatted',
+
+      'dueAmount',
+      'dueAmountFormatted',
+
+      'total',
+      'totalFormatted',
+
+      'subtotal',
+      'subtotalFormatted',
+
+      'invoiceNo',
+
+      'entries',
+
+      'companyName',
+      'companyLogoUri',
+
+      'primaryColor',
+
+      'customerName',
+    ];
+  };
+
+  /**
+   * Retrieves the customer name of the invoice.
+   * @returns {string}
+   */
+  protected customerName = (invoice) => {
+    return invoice.customer.displayName;
+  };
+
+  /**
+   * Retrieves the company name.
+   * @returns {string}
+   */
+  protected companyName = () => {
+    return this.context.organization.name;
+  };
+
+  /**
+   * Retrieves the company logo uri.
+   * @returns {string | null}
+   */
+  protected companyLogoUri = (invoice) => {
+    return invoice.pdfTemplate?.companyLogoUri;
+  };
+
+  /**
+   * Retrieves the primary color.
+   * @returns {string}
+   */
+  protected primaryColor = (invoice) => {
+    return invoice.pdfTemplate?.attributes?.primaryColor;
+  };
+
+  /**
+   *
+   * @param invoice
+   * @returns
+   */
+  protected entries = (invoice) => {
+    return this.item(
+      invoice.entries,
+      new GetSaleInvoiceMailStateEntryTransformer(),
+      {
+        currencyCode: invoice.currencyCode,
+      }
+    );
+  };
+
+  /**
+   * Merges the mail options with the invoice object.
+   */
+  public transform = (object: any) => {
+    return {
+      ...this.options.mailOptions,
+      ...object,
+    };
+  };
+}
+
+class GetSaleInvoiceMailStateEntryTransformer extends ItemEntryTransformer {
+  /**
+   * Exclude these attributes from user object.
+   * @returns {Array}
+   */
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  public name = (entry) => {
+    return entry.item.name;
+  };
+
+  public includeAttributes = (): string[] => {
+    return [
+      'name',
+      'quantity',
+      'quantityFormatted',
+      'rate',
+      'rateFormatted',
+      'total',
+      'totalFormatted',
+    ];
+  };
+}

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

@@ -33,8 +33,12 @@ export class SaleEstimatePdfTemplate {
       ...defaultEstimatePdfBrandingAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       orgainizationBrandingAttrs
     );
     return {

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

@@ -1,4 +1,5 @@
 import { Inject, Service } from 'typedi';
+import { renderInvoicePaperTemplateHtml } from '@bigcapital/pdf-templates';
 import { ChromiumlyTenancy } from '@/services/ChromiumlyTenancy/ChromiumlyTenancy';
 import { TemplateInjectable } from '@/services/TemplateInjectable/TemplateInjectable';
 import { GetSaleInvoice } from './GetSaleInvoice';
@@ -6,6 +7,9 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { transformInvoiceToPdfTemplate } from './utils';
 import { InvoicePdfTemplateAttributes } from '@/interfaces';
 import { SaleInvoicePdfTemplate } from './SaleInvoicePdfTemplate';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
+import { renderInvoicePaymentEmail } from '@bigcapital/email-components';
 
 @Service()
 export class SaleInvoicePdf {
@@ -15,36 +19,78 @@ export class SaleInvoicePdf {
   @Inject()
   private chromiumlyTenancy: ChromiumlyTenancy;
 
-  @Inject()
-  private templateInjectable: TemplateInjectable;
-
   @Inject()
   private getInvoiceService: GetSaleInvoice;
 
   @Inject()
   private invoiceBrandingTemplateService: SaleInvoicePdfTemplate;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
-   * Retrieve sale invoice pdf content.
+   * Retrieve sale invoice html content.
    * @param {number} tenantId - Tenant Id.
    * @param {ISaleInvoice} saleInvoice -
-   * @returns {Promise<Buffer>}
+   * @returns {Promise<string>}
    */
-  public async saleInvoicePdf(
+  public async saleInvoiceHtml(
     tenantId: number,
     invoiceId: number
-  ): Promise<Buffer> {
+  ): Promise<string> {
     const brandingAttributes = await this.getInvoiceBrandingAttributes(
       tenantId,
       invoiceId
     );
-    const htmlContent = await this.templateInjectable.render(
+    return renderInvoicePaperTemplateHtml({
-      tenantId,
+      ...brandingAttributes,
-      'modules/invoice-standard',
+    });
-      brandingAttributes
+  }
-    );
+
+  /**
+   * Retrieve sale invoice pdf content.
+   * @param {number} tenantId - Tenant Id.
+   * @param {ISaleInvoice} saleInvoice -
+   * @returns {Promise<[Buffer, string]>}
+   */
+  public async saleInvoicePdf(
+    tenantId: number,
+    invoiceId: number
+  ): Promise<[Buffer, string]> {
+    const filename = await this.getInvoicePdfFilename(tenantId, invoiceId);
+
+    const htmlContent = await this.saleInvoiceHtml(tenantId, invoiceId);
+
     // Converts the given html content to pdf document.
-    return this.chromiumlyTenancy.convertHtmlContent(tenantId, htmlContent);
+    const buffer = await this.chromiumlyTenancy.convertHtmlContent(
+      tenantId,
+      htmlContent
+    );
+    const eventPayload = { tenantId, saleInvoiceId: invoiceId };
+
+    // Triggers the `onSaleInvoicePdfViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.saleInvoice.onPdfViewed,
+      eventPayload
+    );
+    return [buffer, filename];
+  }
+
+  /**
+   * Retrieves the filename pdf document of the given invoice.
+   * @param {number} tenantId
+   * @param {number} invoiceId
+   * @returns {Promise<string>}
+   */
+  private async getInvoicePdfFilename(
+    tenantId: number,
+    invoiceId: number
+  ): Promise<string> {
+    const { SaleInvoice } = this.tenancy.models(tenantId);
+
+    const invoice = await SaleInvoice.query().findById(invoiceId);
+
+    return `Invoice-${invoice.invoiceNo}`;
   }
 
   /**

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

@@ -32,8 +32,12 @@ export class SaleInvoicePdfTemplate {
       ...defaultInvoicePdfTemplateAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

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

@@ -11,6 +11,7 @@ import {
   ISystemUser,
   ITenantUser,
   InvoiceNotificationType,
+  SaleInvoiceMailState,
   SendInvoiceMailDTO,
 } from '@/interfaces';
 import { Inject, Service } from 'typedi';
@@ -27,8 +28,8 @@ import { GetInvoicePaymentsService } from './GetInvoicePaymentsService';
 import { SaleInvoiceNotifyBySms } from './SaleInvoiceNotifyBySms';
 import { SendInvoiceMailReminder } from './SendSaleInvoiceMailReminder';
 import { SendSaleInvoiceMail } from './SendSaleInvoiceMail';
-import { GetSaleInvoiceMailReminder } from './GetSaleInvoiceMailReminder';
 import { GetSaleInvoiceState } from './GetSaleInvoiceState';
+import { GetSaleInvoiceMailState } from './GetSaleInvoiceMailState';
 
 @Service()
 export class SaleInvoiceApplication {
@@ -72,7 +73,7 @@ export class SaleInvoiceApplication {
   private sendSaleInvoiceMailService: SendSaleInvoiceMail;
 
   @Inject()
-  private getSaleInvoiceReminderService: GetSaleInvoiceMailReminder;
+  private getSaleInvoiceMailStateService: GetSaleInvoiceMailState;
 
   @Inject()
   private getSaleInvoiceStateService: GetSaleInvoiceState;
@@ -272,6 +273,19 @@ export class SaleInvoiceApplication {
     return this.pdfSaleInvoiceService.saleInvoicePdf(tenantId, saleInvoiceId);
   }
 
+  /**
+   * Retrieves the html content of the given sale invoice.
+   * @param {number} tenantId
+   * @param {number} saleInvoiceId
+   * @returns {Promise<string>}
+   */
+  public saleInvoiceHtml(
+    tenantId: number,
+    saleInvoiceId: number
+  ): Promise<string> {
+    return this.pdfSaleInvoiceService.saleInvoiceHtml(tenantId, saleInvoiceId);
+  }
+
   /**
    *
    * @param {number} tenantId
@@ -361,10 +375,13 @@ export class SaleInvoiceApplication {
    * Retrieves the default mail options of the given sale invoice.
    * @param {number} tenantId
    * @param {number} saleInvoiceid
-   * @returns {Promise<SendInvoiceMailDTO>}
+   * @returns {Promise<SaleInvoiceMailState>}
    */
-  public getSaleInvoiceMail(tenantId: number, saleInvoiceid: number) {
+  public getSaleInvoiceMailState(
-    return this.sendSaleInvoiceMailService.getMailOption(
+    tenantId: number,
+    saleInvoiceid: number
+  ): Promise<SaleInvoiceMailState> {
+    return this.getSaleInvoiceMailStateService.getInvoiceMailState(
       tenantId,
       saleInvoiceid
     );

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

@@ -7,6 +7,8 @@ import {
   DEFAULT_INVOICE_MAIL_CONTENT,
   DEFAULT_INVOICE_MAIL_SUBJECT,
 } from './constants';
+import { GetInvoicePaymentMail } from './GetInvoicePaymentMail';
+import { GenerateShareLink } from './GenerateeInvoicePaymentLink';
 
 @Service()
 export class SendSaleInvoiceMailCommon {
@@ -19,6 +21,12 @@ export class SendSaleInvoiceMailCommon {
   @Inject()
   private contactMailNotification: ContactMailNotification;
 
+  @Inject()
+  private getInvoicePaymentMail: GetInvoicePaymentMail;
+
+  @Inject()
+  private generatePaymentLinkService: GenerateShareLink;
+
   /**
    * Retrieves the mail options.
    * @param {number} tenantId - Tenant id.
@@ -27,11 +35,11 @@ export class SendSaleInvoiceMailCommon {
    * @param {string} defaultBody - Subject body.
    * @returns {Promise<SaleInvoiceMailOptions>}
    */
-  public async getMailOption(
+  public async getInvoiceMailOptions(
     tenantId: number,
     invoiceId: number,
     defaultSubject: string = DEFAULT_INVOICE_MAIL_SUBJECT,
-    defaultBody: string = DEFAULT_INVOICE_MAIL_CONTENT
+    defaultMessage: string = DEFAULT_INVOICE_MAIL_CONTENT
   ): Promise<SaleInvoiceMailOptions> {
     const { SaleInvoice } = this.tenancy.models(tenantId);
 
@@ -39,21 +47,66 @@ export class SendSaleInvoiceMailCommon {
       .findById(invoiceId)
       .throwIfNotFound();
 
-    const formatterData = await this.formatText(tenantId, invoiceId);
+    const contactMailDefaultOptions =
+      await this.contactMailNotification.getDefaultMailOptions(
+        tenantId,
+        saleInvoice.customerId
+      );
+    const formatArgs = await this.getInvoiceFormatterArgs(tenantId, invoiceId);
 
-    const mailOptions = await this.contactMailNotification.getMailOptions(
-      tenantId,
-      saleInvoice.customerId,
-      defaultSubject,
-      defaultBody,
-      formatterData
-    );
     return {
-      ...mailOptions,
+      ...contactMailDefaultOptions,
+      subject: defaultSubject,
+      message: defaultMessage,
       attachInvoice: true,
+      formatArgs,
     };
   }
 
+  /**
+   * Formats the given invoice mail options.
+   * @param {number} tenantId
+   * @param {number} invoiceId
+   * @param {SaleInvoiceMailOptions} mailOptions
+   * @returns {Promise<SaleInvoiceMailOptions>}
+   */
+  public async formatInvoiceMailOptions(
+    tenantId: number,
+    invoiceId: number,
+    mailOptions: SaleInvoiceMailOptions
+  ): Promise<SaleInvoiceMailOptions> {
+    const formatterArgs = await this.getInvoiceFormatterArgs(
+      tenantId,
+      invoiceId
+    );
+    const formattedOptions =
+      await this.contactMailNotification.formatMailOptions(
+        tenantId,
+        mailOptions,
+        formatterArgs
+      );
+    // Generates the a new payment link for the given invoice.
+    const paymentLink =
+      await this.generatePaymentLinkService.generatePaymentLink(
+        tenantId,
+        invoiceId,
+        'public'
+      );
+    const message = await this.getInvoicePaymentMail.getMailTemplate(
+      tenantId,
+      invoiceId,
+      {
+        // # Invoice message
+        invoiceMessage: formattedOptions.message,
+        preview: formattedOptions.message,
+
+        // # Payment link
+        viewInvoiceButtonUrl: paymentLink.link,
+      }
+    );
+    return { ...formattedOptions, message };
+  }
+
   /**
    * Retrieves the formatted text of the given sale invoice.
    * @param {number} tenantId - Tenant id.
@@ -61,7 +114,7 @@ export class SendSaleInvoiceMailCommon {
    * @param {string} text - The given text.
    * @returns {Promise<string>}
    */
-  public formatText = async (
+  public getInvoiceFormatterArgs = async (
     tenantId: number,
     invoiceId: number
   ): Promise<Record<string, string | number>> => {
@@ -69,15 +122,18 @@ export class SendSaleInvoiceMailCommon {
       tenantId,
       invoiceId
     );
-
+    const commonArgs = await this.contactMailNotification.getCommonFormatArgs(
+      tenantId
+    );
     return {
-      CustomerName: invoice.customer.displayName,
+      ...commonArgs,
-      InvoiceNumber: invoice.invoiceNo,
+      'Customer Name': invoice.customer.displayName,
-      InvoiceDueAmount: invoice.dueAmountFormatted,
+      'Invoice Number': invoice.invoiceNo,
-      InvoiceDueDate: invoice.dueDateFormatted,
+      'Invoice Due Amount': invoice.dueAmountFormatted,
-      InvoiceDate: invoice.invoiceDateFormatted,
+      'Invoice Due Date': invoice.dueDateFormatted,
-      InvoiceAmount: invoice.totalFormatted,
+      'Invoice Date': invoice.invoiceDateFormatted,
-      OverdueDays: invoice.overdueDays,
+      'Invoice Amount': invoice.totalFormatted,
+      'Overdue Days': invoice.overdueDays,
     };
   };
 }

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

@@ -1,15 +1,15 @@
 import { Inject, Service } from 'typedi';
 import Mail from '@/lib/Mail';
-import { ISaleInvoiceMailSend, SendInvoiceMailDTO } from '@/interfaces';
+import {
+  ISaleInvoiceMailSend,
+  SaleInvoiceMailOptions,
+  SendInvoiceMailDTO,
+} from '@/interfaces';
 import { SaleInvoicePdf } from './SaleInvoicePdf';
 import { SendSaleInvoiceMailCommon } from './SendInvoiceInvoiceMailCommon';
-import {
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
-  DEFAULT_INVOICE_MAIL_CONTENT,
-  DEFAULT_INVOICE_MAIL_SUBJECT,
-} from './constants';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
-import events from '@/subscribers/events';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class SendSaleInvoiceMail {
@@ -19,12 +19,12 @@ export class SendSaleInvoiceMail {
   @Inject()
   private invoiceMail: SendSaleInvoiceMailCommon;
 
-  @Inject('agenda')
-  private agenda: any;
-
   @Inject()
   private eventPublisher: EventPublisher;
 
+  @Inject('agenda')
+  private agenda: any;
+
   /**
    * Sends the invoice mail of the given sale invoice.
    * @param {number} tenantId
@@ -52,17 +52,30 @@ export class SendSaleInvoiceMail {
   }
 
   /**
-   * Retrieves the mail options of the given sale invoice.
+   * Retrieves the formatted mail options.
    * @param {number} tenantId
    * @param {number} saleInvoiceId
+   * @param {SendInvoiceMailDTO} messageOptions
    * @returns {Promise<SaleInvoiceMailOptions>}
    */
-  public async getMailOption(tenantId: number, saleInvoiceId: number) {
+  async getFormattedMailOptions(
-    return this.invoiceMail.getMailOption(
+    tenantId: number,
+    saleInvoiceId: number,
+    messageOptions: SendInvoiceMailDTO
+  ): Promise<SaleInvoiceMailOptions> {
+    const defaultMessageOptions = await this.invoiceMail.getInvoiceMailOptions(
+      tenantId,
+      saleInvoiceId
+    );
+    // Merges message options with default options and parses the options values.
+    const parsedMessageOptions = mergeAndValidateMailOptions(
+      defaultMessageOptions,
+      messageOptions
+    );
+    return this.invoiceMail.formatInvoiceMailOptions(
       tenantId,
       saleInvoiceId,
-      DEFAULT_INVOICE_MAIL_SUBJECT,
+      parsedMessageOptions
-      DEFAULT_INVOICE_MAIL_CONTENT
     );
   }
 
@@ -78,44 +91,46 @@ export class SendSaleInvoiceMail {
     saleInvoiceId: number,
     messageOptions: SendInvoiceMailDTO
   ) {
-    const defaultMessageOpts = await this.getMailOption(
+    const formattedMessageOptions = await this.getFormattedMailOptions(
       tenantId,
-      saleInvoiceId
+      saleInvoiceId,
-    );
-    // Merge message opts with default options and validate the incoming options.
-    const messageOpts = parseAndValidateMailOptions(
-      defaultMessageOpts,
       messageOptions
     );
     const mail = new Mail()
-      .setSubject(messageOpts.subject)
+      .setSubject(formattedMessageOptions.subject)
-      .setTo(messageOpts.to)
+      .setTo(formattedMessageOptions.to)
-      .setContent(messageOpts.body);
+      .setCC(formattedMessageOptions.cc)
+      .setBCC(formattedMessageOptions.bcc)
+      .setContent(formattedMessageOptions.message);
 
-    if (messageOpts.attachInvoice) {
+    // Attach invoice document.
+    if (formattedMessageOptions.attachInvoice) {
       // Retrieves document buffer of the invoice pdf document.
-      const invoicePdfBuffer = await this.invoicePdf.saleInvoicePdf(
+      const [invoicePdfBuffer, invoiceFilename] =
-        tenantId,
+        await this.invoicePdf.saleInvoicePdf(tenantId, saleInvoiceId);
-        saleInvoiceId
+
-      );
       mail.setAttachments([
-        { filename: 'invoice.pdf', content: invoicePdfBuffer },
+        { filename: `${invoiceFilename}.pdf`, content: invoicePdfBuffer },
       ]);
     }
-    // Triggers the event `onSaleInvoiceSend`.
+    const eventPayload = {
-    await this.eventPublisher.emitAsync(events.saleInvoice.onMailSend, {
       tenantId,
       saleInvoiceId,
       messageOptions,
-    } as ISaleInvoiceMailSend);
+      formattedMessageOptions,
+    } as ISaleInvoiceMailSend;
 
+    // Triggers the event `onSaleInvoiceSend`.
+    await this.eventPublisher.emitAsync(
+      events.saleInvoice.onMailSend,
+      eventPayload
+    );
     await mail.send();
 
     // Triggers the event `onSaleInvoiceSend`.
-    await this.eventPublisher.emitAsync(events.saleInvoice.onMailSent, {
+    await this.eventPublisher.emitAsync(
-      tenantId,
+      events.saleInvoice.onMailSent,
-      saleInvoiceId,
+      eventPayload
-      messageOptions,
+    );
-    } as ISaleInvoiceMailSend);
   }
 }

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

@@ -1,20 +1,19 @@
 import config from '@/config';
 
 export const DEFAULT_INVOICE_MAIL_SUBJECT =
-  'Invoice {InvoiceNumber} from {CompanyName}';
+  'Invoice {Invoice Number} from {Company Name} for {Customer Name}';
-export const DEFAULT_INVOICE_MAIL_CONTENT = `
+export const DEFAULT_INVOICE_MAIL_CONTENT = `Hi {Customer Name},
-<p>Dear {CustomerName}</p>
-<p>Thank you for your business, You can view or print your invoice from attachements.</p>
-<p>
-Invoice <strong>#{InvoiceNumber}</strong><br />
-Due Date : <strong>{InvoiceDueDate}</strong><br />
-Amount   : <strong>{InvoiceAmount}</strong></br />
-</p>
 
-<p>
+Here's invoice # {Invoice Number} for {Invoice Amount}
-<i>Regards</i><br />
+
-<i>{CompanyName}</i>
+The amount outstanding of {Invoice Due Amount} is due on {Invoice Due Date}.
-</p>
+
+From your online payment page you can print a PDF or view your outstanding bills.
+
+If you have any questions, please let us know.
+
+Thanks,
+{Company Name}
 `;
 
 export const DEFAULT_INVOICE_REMINDER_MAIL_SUBJECT =
@@ -194,7 +193,7 @@ export const defaultInvoicePdfTemplateAttributes = {
 
   // Entries
   lineItemLabel: 'Item',
-  lineDescriptionLabel: 'Description',
+  lineQuantityLabel: 'Qty',
   lineRateLabel: 'Rate',
   lineTotalLabel: 'Total',
 

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

@@ -27,7 +27,7 @@ export const transformInvoiceToPdfTemplate = (
     total: invoice.totalFormatted,
     subtotal: invoice.subtotalFormatted,
     paymentMade: invoice.paymentAmountFormatted,
-    balanceDue: invoice.balanceAmountFormatted,
+    dueAmount: invoice.dueAmountFormatted,
 
     termsConditions: invoice.termsConditions,
     statement: invoice.invoiceMessage,

packages/server/src/services/Sales/PaymentReceived/GetPaymentReceivedPdf.ts

@@ -6,6 +6,8 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { PaymentReceivedBrandingTemplate } from './PaymentReceivedBrandingTemplate';
 import { transformPaymentReceivedToPdfTemplate } from './utils';
 import { PaymentReceivedPdfTemplateAttributes } from '@/interfaces';
+import events from '@/subscribers/events';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 
 @Service()
 export default class GetPaymentReceivedPdf {
@@ -24,6 +26,9 @@ export default class GetPaymentReceivedPdf {
   @Inject()
   private paymentBrandingTemplateService: PaymentReceivedBrandingTemplate;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve sale invoice pdf content.
    * @param {number} tenantId -
@@ -32,19 +37,51 @@ export default class GetPaymentReceivedPdf {
    */
   async getPaymentReceivePdf(
     tenantId: number,
-    paymentReceiveId: number
+    paymentReceivedId: number
-  ): Promise<Buffer> {
+  ): Promise<[Buffer, string]> {
     const brandingAttributes = await this.getPaymentBrandingAttributes(
       tenantId,
-      paymentReceiveId
+      paymentReceivedId
     );
     const htmlContent = await this.templateInjectable.render(
       tenantId,
       'modules/payment-receive-standard',
       brandingAttributes
     );
+    const filename = await this.getPaymentReceivedFilename(
+      tenantId,
+      paymentReceivedId
+    );
     // Converts the given html content to pdf document.
-    return this.chromiumlyTenancy.convertHtmlContent(tenantId, htmlContent);
+    const content = await this.chromiumlyTenancy.convertHtmlContent(
+      tenantId,
+      htmlContent
+    );
+    const eventPayload = { tenantId, paymentReceivedId };
+
+    // Triggers the `onCreditNotePdfViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.paymentReceive.onPdfViewed,
+      eventPayload
+    );
+    return [content, filename];
+  }
+
+  /**
+   * Retrieves the filename of the given payment.
+   * @param {number} tenantId
+   * @param {number} paymentReceivedId
+   * @returns {Promise<string>}
+   */
+  private async getPaymentReceivedFilename(
+    tenantId: number,
+    paymentReceivedId: number
+  ): Promise<string> {
+    const { PaymentReceive } = this.tenancy.models(tenantId);
+
+    const payment = await PaymentReceive.query().findById(paymentReceivedId);
+
+    return `Payment-${payment.paymentReceiveNo}`;
   }
 
   /**

packages/server/src/services/Sales/PaymentReceived/PaymentReceivedBrandingTemplate.ts

@@ -37,8 +37,12 @@ export class PaymentReceivedBrandingTemplate {
       ...defaultPaymentReceivedPdfTemplateAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

packages/server/src/services/Sales/PaymentReceived/PaymentReceivedMailNotification.ts

@@ -13,9 +13,10 @@ import {
 } from './constants';
 import { GetPaymentReceived } from './GetPaymentReceived';
 import { ContactMailNotification } from '@/services/MailNotification/ContactMailNotification';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { transformPaymentReceivedToMailDataArgs } from './utils';
 
 @Service()
 export class SendPaymentReceiveMailNotification {
@@ -77,15 +78,19 @@ export class SendPaymentReceiveMailNotification {
       .findById(paymentId)
       .throwIfNotFound();
 
-    const formatterData = await this.textFormatter(tenantId, paymentId);
+    const formatArgs = await this.textFormatter(tenantId, paymentId);
 
-    return this.contactMailNotification.getMailOptions(
+    const mailOptions =
-      tenantId,
+      await this.contactMailNotification.getDefaultMailOptions(
-      paymentReceive.customerId,
+        tenantId,
-      DEFAULT_PAYMENT_MAIL_SUBJECT,
+        paymentReceive.customerId
-      DEFAULT_PAYMENT_MAIL_CONTENT,
+      );
-      formatterData
+    return {
-    );
+      ...mailOptions,
+      subject: DEFAULT_PAYMENT_MAIL_SUBJECT,
+      message: DEFAULT_PAYMENT_MAIL_CONTENT,
+      ...formatArgs,
+    };
   };
 
   /**
@@ -103,19 +108,46 @@ export class SendPaymentReceiveMailNotification {
       tenantId,
       invoiceId
     );
-    return {
+    return transformPaymentReceivedToMailDataArgs(payment);
-      CustomerName: payment.customer.displayName,
+  };
-      PaymentNumber: payment.payment_receive_no,
+
-      PaymentDate: payment.formattedPaymentDate,
+  /**
-      PaymentAmount: payment.formattedAmount,
+   * Retrieves the formatted mail options of the given payment receive.
-    };
+   * @param {number} tenantId
+   * @param {number} paymentReceiveId
+   * @param {SendInvoiceMailDTO} messageDTO
+   * @returns {Promise<PaymentReceiveMailOpts>}
+   */
+  public getFormattedMailOptions = async (
+    tenantId: number,
+    paymentReceiveId: number,
+    messageDTO: SendInvoiceMailDTO
+  ) => {
+    const formatterArgs = await this.textFormatter(tenantId, paymentReceiveId);
+
+    // Default message options.
+    const defaultMessageOpts = await this.getMailOptions(
+      tenantId,
+      paymentReceiveId
+    );
+    // Parsed message opts with default options.
+    const parsedMessageOpts = mergeAndValidateMailOptions(
+      defaultMessageOpts,
+      messageDTO
+    );
+    // Formats the message options.
+    return this.contactMailNotification.formatMailOptions(
+      tenantId,
+      parsedMessageOpts,
+      formatterArgs
+    );
   };
 
   /**
    * Triggers the mail invoice.
    * @param {number} tenantId
-   * @param {number} saleInvoiceId
+   * @param {number} saleInvoiceId - Invoice id.
-   * @param {SendInvoiceMailDTO} messageDTO
+   * @param {SendInvoiceMailDTO} messageDTO - Message options.
    * @returns {Promise<void>}
    */
   public async sendMail(
@@ -123,19 +155,35 @@ export class SendPaymentReceiveMailNotification {
     paymentReceiveId: number,
     messageDTO: SendInvoiceMailDTO
   ): Promise<void> {
-    const defaultMessageOpts = await this.getMailOptions(
+    // Retrieves the formatted mail options.
+    const formattedMessageOptions = await this.getFormattedMailOptions(
       tenantId,
-      paymentReceiveId
+      paymentReceiveId,
-    );
-    // Parsed message opts with default options.
-    const parsedMessageOpts = parseAndValidateMailOptions(
-      defaultMessageOpts,
       messageDTO
     );
-    await new Mail()
+    const mail = new Mail()
-      .setSubject(parsedMessageOpts.subject)
+      .setSubject(formattedMessageOptions.subject)
-      .setTo(parsedMessageOpts.to)
+      .setTo(formattedMessageOptions.to)
-      .setContent(parsedMessageOpts.body)
+      .setCC(formattedMessageOptions.cc)
-      .send();
+      .setBCC(formattedMessageOptions.bcc)
+      .setContent(formattedMessageOptions.message);
+
+    const eventPayload = {
+      tenantId,
+      paymentReceiveId,
+      messageOptions: formattedMessageOptions,
+    };
+    // Triggers `onPaymentReceiveMailSend` event.
+    await this.eventPublisher.emitAsync(
+      events.paymentReceive.onMailSend,
+      eventPayload
+    );
+    await mail.send();
+
+    // Triggers `onPaymentReceiveMailSent` event.
+    await this.eventPublisher.emitAsync(
+      events.paymentReceive.onMailSent,
+      eventPayload
+    );
   }
 }

packages/server/src/services/Sales/PaymentReceived/constants.ts

@@ -1,15 +1,16 @@
-export const DEFAULT_PAYMENT_MAIL_SUBJECT = 'Payment Received by {CompanyName}';
+export const DEFAULT_PAYMENT_MAIL_SUBJECT =
+  'Payment Received for {Customer Name} from {Company Name}';
 export const DEFAULT_PAYMENT_MAIL_CONTENT = `
-<p>Dear {CustomerName}</p>
+<p>Dear {Customer Name}</p>
 <p>Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!</p>
 <p>
-Payment Date : <strong>{PaymentDate}</strong><br />
+Payment Date : <strong>{Payment Date}</strong><br />
-Amount   : <strong>{PaymentAmount}</strong></br />
+Amount   : <strong>{Payment Amount}</strong></br />
 </p>
 
 <p>
 <i>Regards</i><br />
-<i>{CompanyName}</i>
+<i>{Company Name}</i>
 </p>
 `;
 

packages/server/src/services/Sales/PaymentReceived/utils.ts

@@ -21,3 +21,12 @@ export const transformPaymentReceivedToPdfTemplate = (
     customerAddress: contactAddressTextFormat(payment.customer),
   };
 };
+
+export const transformPaymentReceivedToMailDataArgs = (payment: any) => {
+  return {
+    'Customer Name': payment.customer.displayName,
+    'Payment Number': payment.paymentReceiveNo,
+    'Payment Date': payment.formattedPaymentDate,
+    'Payment Amount': payment.formattedAmount,
+  };
+};

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

@@ -37,8 +37,12 @@ export class SaleReceiptBrandingTemplate {
       ...defaultSaleReceiptBrandingAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

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

@@ -13,9 +13,10 @@ import {
   SaleReceiptMailOptsDTO,
 } from '@/interfaces';
 import { ContactMailNotification } from '@/services/MailNotification/ContactMailNotification';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { transformReceiptToMailDataArgs } from './utils';
 
 @Service()
 export class SaleReceiptMailNotification {
@@ -79,18 +80,19 @@ export class SaleReceiptMailNotification {
       .findById(saleReceiptId)
       .throwIfNotFound();
 
-    const formattedData = await this.textFormatter(tenantId, saleReceiptId);
+    const formatArgs = await this.textFormatterArgs(tenantId, saleReceiptId);
 
-    const mailOpts = await this.contactMailNotification.getMailOptions(
+    const mailOptions =
-      tenantId,
+      await this.contactMailNotification.getDefaultMailOptions(
-      saleReceipt.customerId,
+        tenantId,
-      DEFAULT_RECEIPT_MAIL_SUBJECT,
+        saleReceipt.customerId
-      DEFAULT_RECEIPT_MAIL_CONTENT,
+      );
-      formattedData
-    );
     return {
-      ...mailOpts,
+      ...mailOptions,
+      message: DEFAULT_RECEIPT_MAIL_CONTENT,
+      subject: DEFAULT_RECEIPT_MAIL_SUBJECT,
       attachReceipt: true,
+      formatArgs,
     };
   }
 
@@ -101,7 +103,7 @@ export class SaleReceiptMailNotification {
    * @param {string} text - The given text.
    * @returns {Promise<string>}
    */
-  public textFormatter = async (
+  public textFormatterArgs = async (
     tenantId: number,
     receiptId: number
   ): Promise<Record<string, string>> => {
@@ -109,19 +111,66 @@ export class SaleReceiptMailNotification {
       tenantId,
       receiptId
     );
-    return {
+    return transformReceiptToMailDataArgs(receipt);
-      CustomerName: receipt.customer.displayName,
+  };
-      ReceiptNumber: receipt.receiptNumber,
+
-      ReceiptDate: receipt.formattedReceiptDate,
+  /**
-      ReceiptAmount: receipt.formattedAmount,
+   * Formats the mail options of the given sale receipt.
-    };
+   * @param {number} tenantId
+   * @param {number} receiptId
+   * @param {SaleReceiptMailOpts} mailOptions
+   * @returns {Promise<SaleReceiptMailOpts>}
+   */
+  public async formatEstimateMailOptions(
+    tenantId: number,
+    receiptId: number,
+    mailOptions: SaleReceiptMailOpts
+  ): Promise<SaleReceiptMailOpts> {
+    const formatterArgs = await this.textFormatterArgs(tenantId, receiptId);
+    const formattedOptions =
+      (await this.contactMailNotification.formatMailOptions(
+        tenantId,
+        mailOptions,
+        formatterArgs
+      )) as SaleReceiptMailOpts;
+    return formattedOptions;
+  }
+
+  /**
+   * Retrieves the formatted mail options of the given sale receipt.
+   * @param {number} tenantId
+   * @param {number} saleReceiptId
+   * @param {SaleReceiptMailOptsDTO} messageOpts
+   * @returns {Promise<SaleReceiptMailOpts>}
+   */
+  public getFormatMailOptions = async (
+    tenantId: number,
+    saleReceiptId: number,
+    messageOpts: SaleReceiptMailOptsDTO
+  ): Promise<SaleReceiptMailOpts> => {
+    const defaultMessageOptions = await this.getMailOptions(
+      tenantId,
+      saleReceiptId
+    );
+    // Merges message opts with default options.
+    const parsedMessageOpts = mergeAndValidateMailOptions(
+      defaultMessageOptions,
+      messageOpts
+    ) as SaleReceiptMailOpts;
+
+    // Formats the message options.
+    return this.formatEstimateMailOptions(
+      tenantId,
+      saleReceiptId,
+      parsedMessageOpts
+    );
   };
 
   /**
    * Triggers the mail notification of the given sale receipt.
    * @param {number} tenantId - Tenant id.
    * @param {number} saleReceiptId - Sale receipt id.
-   * @param {SaleReceiptMailOpts} messageDTO - Overrided message options.
+   * @param {SaleReceiptMailOpts} messageDTO - message options.
    * @returns {Promise<void>}
    */
   public async sendMail(
@@ -129,30 +178,43 @@ export class SaleReceiptMailNotification {
     saleReceiptId: number,
     messageOpts: SaleReceiptMailOptsDTO
   ) {
-    const defaultMessageOpts = await this.getMailOptions(
+    // Formats the message options.
+    const formattedMessageOptions = await this.getFormatMailOptions(
       tenantId,
-      saleReceiptId
+      saleReceiptId,
-    );
-    // Merges message opts with default options.
-    const parsedMessageOpts = parseAndValidateMailOptions(
-      defaultMessageOpts,
       messageOpts
     );
     const mail = new Mail()
-      .setSubject(parsedMessageOpts.subject)
+      .setSubject(formattedMessageOptions.subject)
-      .setTo(parsedMessageOpts.to)
+      .setTo(formattedMessageOptions.to)
-      .setContent(parsedMessageOpts.body);
+      .setCC(formattedMessageOptions.cc)
+      .setBCC(formattedMessageOptions.bcc)
+      .setContent(formattedMessageOptions.message);
 
-    if (parsedMessageOpts.attachReceipt) {
+    // Attaches the receipt pdf document.
+    if (formattedMessageOptions.attachReceipt) {
       // Retrieves document buffer of the receipt pdf document.
-      const receiptPdfBuffer = await this.receiptPdfService.saleReceiptPdf(
+      const [receiptPdfBuffer, filename] =
-        tenantId,
+        await this.receiptPdfService.saleReceiptPdf(tenantId, saleReceiptId);
-        saleReceiptId
+
-      );
       mail.setAttachments([
-        { filename: 'receipt.pdf', content: receiptPdfBuffer },
+        { filename: `${filename}.pdf`, content: receiptPdfBuffer },
       ]);
     }
+    const eventPayload = {
+      tenantId,
+      saleReceiptId,
+      messageOptions: {},
+    };
+    await this.eventPublisher.emitAsync(
+      events.saleReceipt.onMailSend,
+      eventPayload
+    );
     await mail.send();
+
+    await this.eventPublisher.emitAsync(
+      events.saleReceipt.onMailSent,
+      eventPayload
+    );
   }
 }