feat(accounts): add account settings service

- Add AccountsSettingsService for managing account-related settings
- Update validators, create and edit services to use settings
- Add constants for account configuration
- Update frontend utils and translations

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

packages/server/src/i18n/en/cash_flow_statement.json

@@ -9,5 +9,10 @@
   "net_cash_financing": "Net cash provided by financing activities",
   "cash_beginning_period": "Cash at beginning of period",
   "net_cash_increase": "NET CASH INCREASE FOR PERIOD",
-  "cash_end_period": "CASH AT END OF PERIOD"
+  "cash_end_period": "CASH AT END OF PERIOD",
+  "account_name": "Account name",
+  "total": "Total",
+  "sheet_name": "Statement of Cash Flow",
+  "from_date": "From",
+  "to_date": "To"
 }

packages/server/src/i18n/en/contact_summary_balance.json

@@ -0,0 +1,5 @@
+{
+  "account_name": "Account name",
+  "total": "Total",
+  "percentage_column": "% of Column"
+}

packages/server/src/i18n/en/inventory_item_details.json

@@ -0,0 +1,14 @@
+{
+  "opening_balance": "Opening balance",
+  "closing_balance": "Closing balance",
+  "date": "Date",
+  "transaction_type": "Transaction type",
+  "transaction_number": "Transaction #",
+  "quantity": "Quantity",
+  "rate": "Rate",
+  "total": "Total",
+  "value": "Value",
+  "profit_margin": "Profit Margin",
+  "running_quantity": "Running quantity",
+  "running_value": "Running Value"
+}

packages/server/src/i18n/en/transactions_by_contact.json

@@ -0,0 +1,4 @@
+{
+  "opening_balance": "Opening balance",
+  "closing_balance": "Closing balance"
+}

packages/server/src/i18n/en/trial_balance_sheet.json

@@ -0,0 +1,6 @@
+{
+  "account": "Account",
+  "debit": "Debit",
+  "credit": "Credit",
+  "total": "Total"
+}

packages/server/src/modules/Accounts/Accounts.module.ts

@@ -21,6 +21,7 @@ import { AccountsExportable } from './AccountsExportable.service';
 import { AccountsImportable } from './AccountsImportable.service';
 import { BulkDeleteAccountsService } from './BulkDeleteAccounts.service';
 import { ValidateBulkDeleteAccountsService } from './ValidateBulkDeleteAccounts.service';
+import { AccountsSettingsService } from './AccountsSettings.service';
 
 const models = [RegisterTenancyModel(BankAccount)];
 
@@ -29,6 +30,7 @@ const models = [RegisterTenancyModel(BankAccount)];
   controllers: [AccountsController],
   providers: [
     AccountsApplication,
+    AccountsSettingsService,
     CreateAccountService,
     TenancyContext,
     CommandAccountValidators,
@@ -49,9 +51,10 @@ const models = [RegisterTenancyModel(BankAccount)];
   exports: [
     AccountRepository,
     CreateAccountService,
+    AccountsSettingsService,
     ...models,
     AccountsExportable,
-    AccountsImportable
+    AccountsImportable,
   ],
 })
 export class AccountsModule {}

packages/server/src/modules/Accounts/AccountsSettings.service.ts

@@ -0,0 +1,33 @@
+import { Inject, Injectable } from '@nestjs/common';
+import { SettingsStore } from '../Settings/SettingsStore';
+import { SETTINGS_PROVIDER } from '../Settings/Settings.types';
+
+export interface IAccountsSettings {
+  accountCodeRequired: boolean;
+  accountCodeUnique: boolean;
+}
+
+@Injectable()
+export class AccountsSettingsService {
+  constructor(
+    @Inject(SETTINGS_PROVIDER)
+    private readonly settingsStore: () => SettingsStore,
+  ) {}
+
+  /**
+   * Retrieves account settings (account code required, account code unique).
+   */
+  public async getAccountsSettings(): Promise<IAccountsSettings> {
+    const settingsStore = await this.settingsStore();
+    return {
+      accountCodeRequired: settingsStore.get(
+        { group: 'accounts', key: 'account_code_required' },
+        false,
+      ),
+      accountCodeUnique: settingsStore.get(
+        { group: 'accounts', key: 'account_code_unique' },
+        true,
+      ),
+    };
+  }
+}

packages/server/src/modules/Accounts/CommandAccountValidators.service.ts

@@ -106,6 +106,20 @@ export class CommandAccountValidators {
     }
   }
 
+  /**
+   * Throws error if account code is missing or blank when required.
+   * @param {string|undefined} code - Account code.
+   */
+  public validateAccountCodeRequiredOrThrow(code: string | undefined) {
+    const trimmed = typeof code === 'string' ? code.trim() : '';
+    if (!trimmed) {
+      throw new ServiceError(
+        ERRORS.ACCOUNT_CODE_REQUIRED,
+        'Account code is required.',
+      );
+    }
+  }
+
   /**
    * Validates the account name uniquiness.
    * @param {string} accountName - Account name.

packages/server/src/modules/Accounts/CreateAccount.service.ts

@@ -15,6 +15,7 @@ import { events } from '@/common/events/events';
 import { CreateAccountDTO } from './CreateAccount.dto';
 import { PartialModelObject } from 'objection';
 import { TenantModelProxy } from '../System/models/TenantBaseModel';
+import { AccountsSettingsService } from './AccountsSettings.service';
 
 @Injectable()
 export class CreateAccountService {
@@ -32,6 +33,7 @@ export class CreateAccountService {
     private readonly uow: UnitOfWork,
     private readonly validator: CommandAccountValidators,
     private readonly tenancyContext: TenancyContext,
+    private readonly accountsSettings: AccountsSettingsService,
   ) {}
 
   /**
@@ -43,14 +45,21 @@ export class CreateAccountService {
     baseCurrency: string,
     params?: CreateAccountParams,
   ) => {
+    const { accountCodeRequired, accountCodeUnique } =
+      await this.accountsSettings.getAccountsSettings();
+
+    // Validate account code required when setting is enabled.
+    if (accountCodeRequired) {
+      this.validator.validateAccountCodeRequiredOrThrow(accountDTO.code);
+    }
+    // Validate the account code uniquiness when setting is enabled.
+    if (accountCodeUnique && accountDTO.code?.trim()) {
+      await this.validator.isAccountCodeUniqueOrThrowError(accountDTO.code);
+    }
     // Validate account name uniquiness.
     if (!params.ignoreUniqueName) {
       await this.validator.validateAccountNameUniquiness(accountDTO.name);
     }
-    // Validate the account code uniquiness.
-    if (accountDTO.code) {
-      await this.validator.isAccountCodeUniqueOrThrowError(accountDTO.code);
-    }
     // Retrieve the account type meta or throw service error if not found.
     this.validator.getAccountTypeOrThrowError(accountDTO.accountType);
 

packages/server/src/modules/Accounts/EditAccount.service.ts

@@ -7,6 +7,7 @@ import { UnitOfWork } from '../Tenancy/TenancyDB/UnitOfWork.service';
 import { events } from '@/common/events/events';
 import { EditAccountDTO } from './EditAccount.dto';
 import { TenantModelProxy } from '../System/models/TenantBaseModel';
+import { AccountsSettingsService } from './AccountsSettings.service';
 
 @Injectable()
 export class EditAccount {
@@ -17,7 +18,8 @@ export class EditAccount {
 
     @Inject(Account.name)
     private readonly accountModel: TenantModelProxy<typeof Account>,
-  ) { }
+    private readonly accountsSettings: AccountsSettingsService,
+  ) {}
 
   /**
    * Authorize the account editing.
@@ -30,6 +32,24 @@ export class EditAccount {
     accountDTO: EditAccountDTO,
     oldAccount: Account,
   ) => {
+    const { accountCodeRequired, accountCodeUnique } =
+      await this.accountsSettings.getAccountsSettings();
+
+    // Validate account code required when setting is enabled.
+    if (accountCodeRequired) {
+      this.validator.validateAccountCodeRequiredOrThrow(accountDTO.code);
+    }
+    // Validate the account code uniquiness when setting is enabled.
+    if (
+      accountCodeUnique &&
+      accountDTO.code?.trim() &&
+      accountDTO.code !== oldAccount.code
+    ) {
+      await this.validator.isAccountCodeUniqueOrThrowError(
+        accountDTO.code,
+        oldAccount.id,
+      );
+    }
     // Validate account name uniquiness.
     await this.validator.validateAccountNameUniquiness(
       accountDTO.name,
@@ -40,13 +60,6 @@ export class EditAccount {
       oldAccount,
       accountDTO,
     );
-    // Validate the account code not exists on the storage.
-    if (accountDTO.code && accountDTO.code !== oldAccount.code) {
-      await this.validator.isAccountCodeUniqueOrThrowError(
-        accountDTO.code,
-        oldAccount.id,
-      );
-    }
     // Retrieve the parent account of throw not found service error.
     if (accountDTO.parentAccountId) {
       const parentAccount = await this.validator.getParentAccountOrThrowError(

packages/server/src/modules/Accounts/constants.ts

@@ -3,6 +3,7 @@ export const ERRORS = {
   ACCOUNT_TYPE_NOT_FOUND: 'account_type_not_found',
   PARENT_ACCOUNT_NOT_FOUND: 'parent_account_not_found',
   ACCOUNT_CODE_NOT_UNIQUE: 'account_code_not_unique',
+  ACCOUNT_CODE_REQUIRED: 'account_code_required',
   ACCOUNT_NAME_NOT_UNIQUE: 'account_name_not_unqiue',
   PARENT_ACCOUNT_HAS_DIFFERENT_TYPE: 'parent_has_different_type',
   ACCOUNT_TYPE_NOT_ALLOWED_TO_CHANGE: 'account_type_not_allowed_to_changed',

packages/server/src/modules/Attachments/LinkAttachment.ts

@@ -1,5 +1,5 @@
 import { ModuleRef } from '@nestjs/core';
-import bluebird from 'bluebird';
+import * as bluebird from 'bluebird';
 import { Knex } from 'knex';
 import {
   validateLinkModelEntryExists,
@@ -53,7 +53,8 @@ export class LinkAttachment {
     const foundLinkModel = await LinkModel().query(trx).findById(modelId);
     validateLinkModelEntryExists(foundLinkModel);
 
-    const foundLinks = await this.documentLinkModel().query(trx)
+    const foundLinks = await this.documentLinkModel()
+      .query(trx)
       .where('modelRef', modelRef)
       .where('modelId', modelId)
       .where('documentId', foundFile.id);
@@ -70,7 +71,7 @@ export class LinkAttachment {
 
   /**
    * Links the given file keys to the given model type and id.
-   * @param {string[]} filekeys - File keys. 
+   * @param {string[]} filekeys - File keys.
    * @param {string} modelRef - Model reference.
    * @param {number} modelId - Model id.
    * @param {Knex.Transaction} trx - Knex transaction.

packages/server/src/modules/Auth/Auth.controller.ts

@@ -65,7 +65,7 @@ export class AuthController {
     return this.authApp.signUp(signupDto);
   }
 
-  @Post('/signup/confirm')
+  @Post('/signup/verify')
   @ApiOperation({ summary: 'Confirm user signup' })
   @ApiBody({
     schema: {

packages/server/src/modules/Auth/Authed.controller.ts

@@ -7,17 +7,13 @@ import {
 import { GetAuthenticatedAccount } from './queries/GetAuthedAccount.service';
 import { Controller, Get, Post } from '@nestjs/common';
 import { Throttle } from '@nestjs/throttler';
-import { IgnoreTenantSeededRoute } from '../Tenancy/EnsureTenantIsSeeded.guards';
+import { TenantAgnosticRoute } from '../Tenancy/TenancyGlobal.guard';
-import { IgnoreTenantInitializedRoute } from '../Tenancy/EnsureTenantIsInitialized.guard';
 import { AuthenticationApplication } from './AuthApplication.sevice';
-import { TenancyContext } from '../Tenancy/TenancyContext.service';
 import { IgnoreUserVerifiedRoute } from './guards/EnsureUserVerified.guard';
 
 @Controller('/auth')
 @ApiTags('Auth')
-@ApiExcludeController()
+@TenantAgnosticRoute()
-@IgnoreTenantSeededRoute()
-@IgnoreTenantInitializedRoute()
 @IgnoreUserVerifiedRoute()
 @Throttle({ auth: {} })
 export class AuthedController {

packages/server/src/modules/Auth/commands/AuthSignup.service.ts

@@ -13,7 +13,6 @@ import {
   IAuthSignedUpEventPayload,
   IAuthSigningUpEventPayload,
 } from '../Auth.interfaces';
-import { defaultTo } from 'ramda';
 import { ERRORS } from '../Auth.constants';
 import { hashPassword } from '../Auth.utils';
 import { ClsService } from 'nestjs-cls';
@@ -51,10 +50,10 @@ export class AuthSignupService {
     const signupConfirmation = this.configService.get('signupConfirmation');
 
     const verifyTokenCrypto = crypto.randomBytes(64).toString('hex');
-    const verifiedEnabed = defaultTo(signupConfirmation.enabled, false);
+    const verifiedEnabed = signupConfirmation.enabled ?? false;
     const verifyToken = verifiedEnabed ? verifyTokenCrypto : '';
     const verified = !verifiedEnabed;
-
+    
     const inviteAcceptedAt = moment().format('YYYY-MM-DD');
 
     // Triggers signin up event.

packages/server/src/modules/Auth/commands/AuthSignupConfirmResend.service.ts

@@ -4,7 +4,6 @@ import { SystemUser } from '@/modules/System/models/SystemUser';
 import { ServiceError } from '@/modules/Items/ServiceError';
 import { ERRORS } from '../Auth.constants';
 import { events } from '@/common/events/events';
-import { ModelObject } from 'objection';
 import { ISignUpConfigmResendedEventPayload } from '../Auth.interfaces';
 import { TenancyContext } from '@/modules/Tenancy/TenancyContext.service';
 

packages/server/src/modules/Contacts/types/Contacts.types.ts

@@ -10,7 +10,7 @@ export interface IContactAddress {
   billingAddressCity: string;
   billingAddressCountry: string;
   billingAddressEmail: string;
-  billingAddressZipcode: string;
+  billingAddressPostcode: string;
   billingAddressPhone: string;
   billingAddressState: string;
 
@@ -19,7 +19,7 @@ export interface IContactAddress {
   shippingAddressCity: string;
   shippingAddressCountry: string;
   shippingAddressEmail: string;
-  shippingAddressZipcode: string;
+  shippingAddressPostcode: string;
   shippingAddressPhone: string;
   shippingAddressState: string;
 }
@@ -29,7 +29,7 @@ export interface IContactAddressDTO {
   billingAddressCity?: string;
   billingAddressCountry?: string;
   billingAddressEmail?: string;
-  billingAddressZipcode?: string;
+  billingAddressPostcode?: string;
   billingAddressPhone?: string;
   billingAddressState?: string;
 
@@ -38,7 +38,7 @@ export interface IContactAddressDTO {
   shippingAddressCity?: string;
   shippingAddressCountry?: string;
   shippingAddressEmail?: string;
-  shippingAddressZipcode?: string;
+  shippingAddressPostcode?: string;
   shippingAddressPhone?: string;
   shippingAddressState?: string;
 }

packages/server/src/modules/CreditNotesApplyInvoice/CreditNotesApplyInvoice.controller.ts

@@ -1,6 +1,7 @@
 import {
   Body,
   Controller,
+  Delete,
   Get,
   Param,
   Post,
@@ -14,6 +15,10 @@ import { PermissionGuard } from '@/modules/Roles/Permission.guard';
 import { AuthorizationGuard } from '@/modules/Roles/Authorization.guard';
 import { AbilitySubject } from '@/modules/Roles/Roles.types';
 import { CreditNoteAction } from '../CreditNotes/types/CreditNotes.types';
+import { GetCreditNoteAssociatedInvoicesToApply } from './queries/GetCreditNoteAssociatedInvoicesToApply.service';
+import { CreditNoteApplyToInvoices } from './commands/CreditNoteApplyToInvoices.service';
+import { DeleteCreditNoteApplyToInvoices } from './commands/DeleteCreditNoteApplyToInvoices.service';
+import { ApplyCreditNoteToInvoicesDto } from './dtos/ApplyCreditNoteToInvoices.dto';
 
 @Controller('credit-notes')
 @ApiTags('Credit Notes Apply Invoice')
@@ -22,6 +27,9 @@ import { CreditNoteAction } from '../CreditNotes/types/CreditNotes.types';
 export class CreditNotesApplyInvoiceController {
   constructor(
     private readonly getCreditNoteAssociatedAppliedInvoicesService: GetCreditNoteAssociatedAppliedInvoices,
+    private readonly getCreditNoteAssociatedInvoicesToApplyService: GetCreditNoteAssociatedInvoicesToApply,
+    private readonly creditNoteApplyToInvoicesService: CreditNoteApplyToInvoices,
+    private readonly deleteCreditNoteApplyToInvoicesService: DeleteCreditNoteApplyToInvoices,
   ) {}
 
   @Get(':creditNoteId/applied-invoices')
@@ -39,6 +47,23 @@ export class CreditNotesApplyInvoiceController {
     );
   }
 
+  @Get(':creditNoteId/apply-invoices')
+  @RequirePermission(CreditNoteAction.View, AbilitySubject.CreditNote)
+  @ApiOperation({ summary: 'Get credit note associated invoices to apply' })
+  @ApiResponse({
+    status: 200,
+    description: 'Credit note associated invoices to apply',
+  })
+  @ApiResponse({ status: 404, description: 'Credit note not found' })
+  @ApiResponse({ status: 400, description: 'Invalid input data' })
+  getCreditNoteAssociatedInvoicesToApply(
+    @Param('creditNoteId') creditNoteId: number,
+  ) {
+    return this.getCreditNoteAssociatedInvoicesToApplyService.getCreditAssociatedInvoicesToApply(
+      creditNoteId,
+    );
+  }
+
   @Post(':creditNoteId/apply-invoices')
   @RequirePermission(CreditNoteAction.Edit, AbilitySubject.CreditNote)
   @ApiOperation({ summary: 'Apply credit note to invoices' })
@@ -48,9 +73,32 @@ export class CreditNotesApplyInvoiceController {
   })
   @ApiResponse({ status: 404, description: 'Credit note not found' })
   @ApiResponse({ status: 400, description: 'Invalid input data' })
-  applyCreditNoteToInvoices(@Param('creditNoteId') creditNoteId: number) {
+  applyCreditNoteToInvoices(
-    return this.getCreditNoteAssociatedAppliedInvoicesService.getCreditAssociatedAppliedInvoices(
+    @Param('creditNoteId') creditNoteId: number,
+    @Body() applyDto: ApplyCreditNoteToInvoicesDto,
+  ) {
+    return this.creditNoteApplyToInvoicesService.applyCreditNoteToInvoices(
       creditNoteId,
+      applyDto,
+    );
+  }
+
+  @Delete('applied-invoices/:applyCreditToInvoicesId')
+  @RequirePermission(CreditNoteAction.Edit, AbilitySubject.CreditNote)
+  @ApiOperation({ summary: 'Delete applied credit note to invoice' })
+  @ApiResponse({
+    status: 200,
+    description: 'Credit note application successfully deleted',
+  })
+  @ApiResponse({
+    status: 404,
+    description: 'Credit note application not found',
+  })
+  deleteApplyCreditNoteToInvoices(
+    @Param('applyCreditToInvoicesId') applyCreditToInvoicesId: number,
+  ) {
+    return this.deleteCreditNoteApplyToInvoicesService.deleteApplyCreditNoteToInvoices(
+      applyCreditToInvoicesId,
     );
   }
 }

packages/server/src/modules/CreditNotesApplyInvoice/CreditNotesApplyInvoice.module.ts

@@ -9,6 +9,8 @@ import { CreditNotesModule } from '../CreditNotes/CreditNotes.module';
 import { GetCreditNoteAssociatedAppliedInvoices } from './queries/GetCreditNoteAssociatedAppliedInvoices.service';
 import { GetCreditNoteAssociatedInvoicesToApply } from './queries/GetCreditNoteAssociatedInvoicesToApply.service';
 import { CreditNotesApplyInvoiceController } from './CreditNotesApplyInvoice.controller';
+import { CreditNoteApplySyncCreditSubscriber } from './subscribers/CreditNoteApplySyncCreditSubscriber';
+import { CreditNoteApplySyncInvoicesCreditedAmountSubscriber } from './subscribers/CreditNoteApplySyncInvoicesSubscriber';
 
 @Module({
   providers: [
@@ -19,6 +21,8 @@ import { CreditNotesApplyInvoiceController } from './CreditNotesApplyInvoice.con
     CreditNoteApplySyncCredit,
     GetCreditNoteAssociatedAppliedInvoices,
     GetCreditNoteAssociatedInvoicesToApply,
+    CreditNoteApplySyncCreditSubscriber,
+    CreditNoteApplySyncInvoicesCreditedAmountSubscriber,
   ],
   exports: [DeleteCustomerLinkedCreditNoteService],
   imports: [PaymentsReceivedModule, forwardRef(() => CreditNotesModule)],

packages/server/src/modules/CreditNotesApplyInvoice/commands/CreditNoteApplySyncInvoices.service.ts

@@ -1,6 +1,6 @@
 import { Knex } from 'knex';
 import { Injectable, Inject } from '@nestjs/common';
-import Bluebird from 'bluebird';
+import * as Bluebird from 'bluebird';
 import { ICreditNoteAppliedToInvoice } from '../types/CreditNoteApplyInvoice.types';
 import { SaleInvoice } from '@/modules/SaleInvoices/models/SaleInvoice';
 import { CreditNoteAppliedInvoice } from '../models/CreditNoteAppliedInvoice';

packages/server/src/modules/CreditNotesApplyInvoice/commands/CreditNoteApplyToInvoices.service.ts

@@ -2,6 +2,7 @@ import { Inject, Injectable } from '@nestjs/common';
 import { Knex } from 'knex';
 import { sumBy } from 'lodash';
 import {
+  ICreditNoteAppliedToInvoice,
   ICreditNoteAppliedToInvoiceModel,
   IApplyCreditToInvoicesDTO,
   IApplyCreditToInvoicesCreatedPayload,
@@ -17,6 +18,7 @@ import { CreditNote } from '@/modules/CreditNotes/models/CreditNote';
 import { CreditNoteAppliedInvoice } from '../models/CreditNoteAppliedInvoice';
 import { CommandCreditNoteDTOTransform } from '@/modules/CreditNotes/commands/CommandCreditNoteDTOTransform.service';
 import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
+import { ApplyCreditNoteToInvoicesDto } from '../dtos/ApplyCreditNoteToInvoices.dto';
 
 @Injectable()
 export class CreditNoteApplyToInvoices {
@@ -48,7 +50,7 @@ export class CreditNoteApplyToInvoices {
    */
   public async applyCreditNoteToInvoices(
     creditNoteId: number,
-    applyCreditToInvoicesDTO: IApplyCreditToInvoicesDTO,
+    applyCreditToInvoicesDTO: ApplyCreditNoteToInvoicesDto,
   ): Promise<CreditNoteAppliedInvoice[]> {
     // Saves the credit note or throw not found service error.
     const creditNote = await this.creditNoteModel()
@@ -71,7 +73,7 @@ export class CreditNoteApplyToInvoices {
     // Validate invoices has remaining amount to apply.
     this.validateInvoicesRemainingAmount(
       appliedInvoicesEntries,
-      creditNoteAppliedModel.amount,
+      creditNoteAppliedModel.entries,
     );
     // Validate the credit note remaining amount.
     this.creditNoteDTOTransform.validateCreditRemainingAmount(
@@ -122,18 +124,20 @@ export class CreditNoteApplyToInvoices {
   };
 
   /**
-   * Validate the invoice remaining amount.
+   * Validate each invoice has sufficient remaining amount for the applied credit.
    * @param {ISaleInvoice[]} invoices
-   * @param {number} amount
+   * @param {ICreditNoteAppliedToInvoice[]} entries
    */
   private validateInvoicesRemainingAmount = (
     invoices: SaleInvoice[],
-    amount: number,
+    entries: ICreditNoteAppliedToInvoice[],
   ) => {
-    const invalidInvoices = invoices.filter(
+    const invoiceMap = new Map(invoices.map((inv) => [inv.id, inv]));
-      (invoice) => invoice.dueAmount < amount,
+    const invalidEntries = entries.filter((entry) => {
-    );
+      const invoice = invoiceMap.get(entry.invoiceId);
-    if (invalidInvoices.length > 0) {
+      return invoice != null && invoice.dueAmount < entry.amount;
+    });
+    if (invalidEntries.length > 0) {
       throw new ServiceError(ERRORS.INVOICES_HAS_NO_REMAINING_AMOUNT);
     }
   };

packages/server/src/modules/CreditNotesApplyInvoice/dtos/ApplyCreditNoteToInvoices.dto.ts

@@ -0,0 +1,38 @@
+import { ApiProperty } from '@nestjs/swagger';
+import { Type } from 'class-transformer';
+import {
+  ArrayMinSize,
+  IsArray,
+  IsInt,
+  IsNotEmpty,
+  IsNumber,
+  ValidateNested,
+} from 'class-validator';
+
+export class ApplyCreditNoteInvoiceEntryDto {
+  @IsNotEmpty()
+  @IsInt()
+  @ApiProperty({ description: 'Invoice ID to apply credit to', example: 1 })
+  invoiceId: number;
+
+  @IsNotEmpty()
+  @IsNumber()
+  @ApiProperty({ description: 'Amount to apply', example: 100.5 })
+  amount: number;
+}
+
+export class ApplyCreditNoteToInvoicesDto {
+  @IsArray()
+  @ArrayMinSize(1)
+  @ValidateNested({ each: true })
+  @Type(() => ApplyCreditNoteInvoiceEntryDto)
+  @ApiProperty({
+    description: 'Entries of invoice ID and amount to apply',
+    type: [ApplyCreditNoteInvoiceEntryDto],
+    example: [
+      { invoice_id: 1, amount: 100.5 },
+      { invoice_id: 2, amount: 50 },
+    ],
+  })
+  entries: ApplyCreditNoteInvoiceEntryDto[];
+}

packages/server/src/modules/CreditNotesApplyInvoice/subscribers/CreditNoteApplySyncInvoicesSubscriber.ts

@@ -8,7 +8,7 @@ import { CreditNoteApplySyncInvoicesCreditedAmount } from '../commands/CreditNot
 import { events } from '@/common/events/events';
 
 @Injectable()
-export default class CreditNoteApplySyncInvoicesCreditedAmountSubscriber {
+export class CreditNoteApplySyncInvoicesCreditedAmountSubscriber {
   constructor(
     private readonly syncInvoicesWithCreditNote: CreditNoteApplySyncInvoicesCreditedAmount,
   ) {}

packages/server/src/modules/CreditNotesApplyInvoice/types/CreditNoteApplyInvoice.types.ts

@@ -29,6 +29,7 @@ export interface IApplyCreditToInvoicesDeletedPayload {
 export interface ICreditNoteAppliedToInvoice {
   amount: number;
   creditNoteId: number;
+  invoiceId: number;
 }
 export interface ICreditNoteAppliedToInvoiceModel {
   amount: number;

packages/server/src/modules/Customers/dtos/ContactAddress.dto.ts

@@ -27,10 +27,10 @@ export class ContactAddressDto {
   @IsEmail()
   billingAddressEmail?: string;
 
-  @ApiProperty({ required: false, description: 'Billing address zipcode' })
+  @ApiProperty({ required: false, description: 'Billing address postcode' })
   @IsOptional()
   @IsString()
-  billingAddressZipcode?: string;
+  billingAddressPostcode?: string;
 
   @ApiProperty({ required: false, description: 'Billing address phone' })
   @IsOptional()
@@ -67,10 +67,10 @@ export class ContactAddressDto {
   @IsEmail()
   shippingAddressEmail?: string;
 
-  @ApiProperty({ required: false, description: 'Shipping address zipcode' })
+  @ApiProperty({ required: false, description: 'Shipping address postcode' })
   @IsOptional()
   @IsString()
-  shippingAddressZipcode?: string;
+  shippingAddressPostcode?: string;
 
   @ApiProperty({ required: false, description: 'Shipping address phone' })
   @IsOptional()

packages/server/src/modules/FinancialStatements/common/FinancialSheet.ts

@@ -15,6 +15,7 @@ export class FinancialSheet {
     negativeFormat: 'mines',
   };
   public baseCurrency: string;
+  public dateFormat: string = 'YYYY MMM DD';
 
   /**
    * Transformes the number format query to settings
@@ -140,9 +141,10 @@ export class FinancialSheet {
    * @param {string} format
    * @returns
    */
-  protected getDateMeta(date: moment.MomentInput, format = 'YYYY-MM-DD') {
+  protected getDateMeta(date: moment.MomentInput, format?: string) {
+    const dateFormat = format || this.dateFormat || 'YYYY MMM DD';
     return {
-      formattedDate: moment(date).format(format),
+      formattedDate: moment(date).format(dateFormat),
       date: moment(date).toDate(),
     };
   }

packages/server/src/modules/FinancialStatements/modules/APAgingSummary/APAgingSummaryService.ts

@@ -32,18 +32,19 @@ export class APAgingSummaryService {
     this.APAgingSummaryRepository.setFilter(filter);
     await this.APAgingSummaryRepository.load();
 
+    // Retrieve the aging summary report meta first to get date format.
+    const meta = await this.APAgingSummaryMeta.meta(filter);
+
     // A/P aging summary report instance.
     const APAgingSummaryReport = new APAgingSummarySheet(
       filter,
       this.APAgingSummaryRepository,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
     // A/P aging summary report data and columns.
     const data = APAgingSummaryReport.reportData();
     const columns = APAgingSummaryReport.reportColumns();
 
-    // Retrieve the aging summary report meta.
-    const meta = await this.APAgingSummaryMeta.meta(filter);
-
     // Triggers `onPayableAgingViewed` event.
     await this.eventPublisher.emitAsync(events.reports.onPayableAgingViewed, {
       query,

packages/server/src/modules/FinancialStatements/modules/APAgingSummary/APAgingSummarySheet.ts

@@ -14,6 +14,7 @@ import { allPassedConditionsPass } from '@/utils/all-conditions-passed';
 import { APAgingSummaryRepository } from './APAgingSummaryRepository';
 import { Bill } from '@/modules/Bills/models/Bill';
 import { APAgingSummaryQueryDto } from './APAgingSummaryQuery.dto';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class APAgingSummarySheet extends AgingSummaryReport {
   readonly repository: APAgingSummaryRepository;
@@ -31,12 +32,14 @@ export class APAgingSummarySheet extends AgingSummaryReport {
   constructor(
     query: APAgingSummaryQueryDto,
     repository: APAgingSummaryRepository,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.repository = repository;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
 
     this.overdueInvoicesByContactId = this.repository.overdueBillsByVendorId;
     this.currentInvoicesByContactId = this.repository.dueBillsByVendorId;

packages/server/src/modules/FinancialStatements/modules/ARAgingSummary/ARAgingSummaryService.ts

@@ -28,18 +28,19 @@ export class ARAgingSummaryService {
     this.ARAgingSummaryRepository.setFilter(filter);
     await this.ARAgingSummaryRepository.load();
 
+    // Retrieve the aging summary report meta first to get date format.
+    const meta = await this.ARAgingSummaryMeta.meta(filter);
+
     // A/R aging summary report instance.
     const ARAgingSummaryReport = new ARAgingSummarySheet(
       filter,
       this.ARAgingSummaryRepository,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
     // A/R aging summary report data and columns.
     const data = ARAgingSummaryReport.reportData();
     const columns = ARAgingSummaryReport.reportColumns();
 
-    // Retrieve the aging summary report meta.
-    const meta = await this.ARAgingSummaryMeta.meta(filter);
-
     // Triggers `onReceivableAgingViewed` event.
     await this.eventPublisher.emitAsync(
       events.reports.onReceivableAgingViewed,

packages/server/src/modules/FinancialStatements/modules/ARAgingSummary/ARAgingSummarySheet.ts

@@ -14,6 +14,7 @@ import { ARAgingSummaryRepository } from './ARAgingSummaryRepository';
 import { Customer } from '@/modules/Customers/models/Customer';
 import { SaleInvoice } from '@/modules/SaleInvoices/models/SaleInvoice';
 import { ARAgingSummaryQueryDto } from './ARAgingSummaryQuery.dto';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class ARAgingSummarySheet extends AgingSummaryReport {
   readonly query: ARAgingSummaryQueryDto;
@@ -32,16 +33,19 @@ export class ARAgingSummarySheet extends AgingSummaryReport {
    * Constructor method.
    * @param {ARAgingSummaryQueryDto} query - Query
    * @param {ARAgingSummaryRepository} repository - Repository.
+   * @param {IFinancialReportMeta} meta - Report meta.
    */
   constructor(
     query: ARAgingSummaryQueryDto,
     repository: ARAgingSummaryRepository,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.repository = repository;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
 
     this.overdueInvoicesByContactId =
       this.repository.overdueInvoicesByContactId;

packages/server/src/modules/FinancialStatements/modules/AgingSummary/AgingSummaryMeta.ts

@@ -13,7 +13,7 @@ export class AgingSummaryMeta {
    */
   public async meta(query: IAgingSummaryQuery): Promise<IAgingSummaryMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedAsDate = moment(query.asDate).format(commonMeta.dateFormat);
     const formattedDateRange = `As ${formattedAsDate}`;
 
     return {

packages/server/src/modules/FinancialStatements/modules/BalanceSheet/BalanceSheet.ts

@@ -19,7 +19,7 @@ import { BalanceSheetFiltering } from './BalanceSheetFiltering';
 import { BalanceSheetNetIncome } from './BalanceSheetNetIncome';
 import { BalanceSheetAggregators } from './BalanceSheetAggregators';
 import { BalanceSheetAccounts } from './BalanceSheetAccounts';
-import { INumberFormatQuery } from '../../types/Report.types';
+import { INumberFormatQuery, IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 import { FinancialSheet } from '../../common/FinancialSheet';
 
 export class BalanceSheet extends R.pipe(
@@ -66,21 +66,23 @@ export class BalanceSheet extends R.pipe(
   /**
    * Constructor method.
    * @param {IBalanceSheetQuery} query -
-   * @param {IAccount[]} accounts -
+   * @param {BalanceSheetRepository} repository -
-   * @param {string} baseCurrency -
+   * @param {I18nService} i18n -
+   * @param {IFinancialReportMeta} meta -
    */
   constructor(
     query: IBalanceSheetQuery,
     repository: BalanceSheetRepository,
-    baseCurrency: string,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = new BalanceSheetQuery(query);
     this.repository = repository;
-    this.baseCurrency = baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
     this.numberFormat = this.query.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
     this.i18n = i18n;
   }
 

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

@@ -40,19 +40,19 @@ export class BalanceSheetInjectable {
     // Loads all resources.
     await this.balanceSheetRepository.asyncInitialize(filter);
 
+    // Balance sheet meta first to get date format.
+    const meta = await this.balanceSheetMeta.meta(filter);
+
     // Balance sheet report instance.
     const balanceSheetInstanace = new BalanceSheet(
       filter,
       this.balanceSheetRepository,
-      tenantMetadata.baseCurrency,
       this.i18n,
+      { baseCurrency: tenantMetadata.baseCurrency, dateFormat: meta.dateFormat },
     );
     // Balance sheet data.
     const data = balanceSheetInstanace.reportData();
 
-    // Balance sheet meta.
-    const meta = await this.balanceSheetMeta.meta(filter);
-
     // Triggers `onBalanceSheetViewed` event.
     await this.eventPublisher.emitAsync(events.reports.onBalanceSheetViewed, {
       query,

packages/server/src/modules/FinancialStatements/modules/BalanceSheet/BalanceSheetMeta.ts

@@ -13,7 +13,7 @@ export class BalanceSheetMetaInjectable {
    */
   public async meta(query: IBalanceSheetQuery): Promise<IBalanceSheetMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedAsDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedAsDate = moment(query.toDate).format(commonMeta.dateFormat);
     const formattedDateRange = `As ${formattedAsDate}`;
     const sheetName = 'Balance Sheet Statement';
 

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashFlow.ts

@@ -27,7 +27,7 @@ import { DISPLAY_COLUMNS_BY } from './constants';
 import { FinancialSheetStructure } from '../../common/FinancialSheetStructure';
 import { Account } from '@/modules/Accounts/models/Account.model';
 import { ILedger } from '@/modules/Ledger/types/Ledger.types';
-import { INumberFormatQuery } from '../../types/Report.types';
+import { INumberFormatQuery, IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 import { transformToMapBy } from '@/utils/transform-to-map-by';
 import { accumSum } from '@/utils/accum-sum';
 import { ModelObject } from 'objection';
@@ -62,12 +62,12 @@ export class CashFlowStatement extends R.pipe(
     cashLedger: ILedger,
     netIncomeLedger: ILedger,
     query: ICashFlowStatementQuery,
-    baseCurrency: string,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
-    this.baseCurrency = baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
     this.i18n = i18n;
     this.ledger = ledger;
     this.cashLedger = cashLedger;
@@ -76,6 +76,7 @@ export class CashFlowStatement extends R.pipe(
     this.accountsByRootType = transformToMapBy(accounts, 'accountRootType');
     this.query = query;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
     this.dateRangeSet = [];
     this.comparatorDateType =
       query.displayColumnsType === 'total' ? 'day' : query.displayColumnsBy;

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashFlowService.ts

@@ -85,6 +85,9 @@ export class CashFlowStatementService {
     const cashLedger = Ledger.fromTransactions(cashAtBeginningTransactions);
     const netIncomeLedger = Ledger.fromTransactions(netIncome);
 
+    // Retrieve the cashflow sheet meta first to get date format.
+    const meta = await this.cashflowSheetMeta.meta(filter);
+
     // Cash flow statement.
     const cashFlowInstance = new CashFlowStatement(
       accounts,
@@ -92,11 +95,9 @@ export class CashFlowStatementService {
       cashLedger,
       netIncomeLedger,
       filter,
-      tenant.metadata.baseCurrency,
       this.i18n,
+      { baseCurrency: tenant.metadata.baseCurrency, dateFormat: meta.dateFormat },
     );
-    // Retrieve the cashflow sheet meta.
-    const meta = await this.cashflowSheetMeta.meta(filter);
 
     return {
       data: cashFlowInstance.reportData(),

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashFlowTable.ts

@@ -239,7 +239,7 @@ export class CashFlowTable {
     section: ICashFlowStatementSection,
   ): ICashFlowStatementSection => {
     const label = section.footerLabel
-      ? section.footerLabel
+      ? this.i18n.t(section.footerLabel)
       : this.i18n.t('financial_sheet.total_row', {
           args: { value: section.label },
         });
@@ -302,7 +302,7 @@ export class CashFlowTable {
    * @returns {ITableColumn}
    */
   private totalColumns = (): ITableColumn[] => {
-    return [{ key: 'total', label: this.i18n.t('Total') }];
+    return [{ key: 'total', label: this.i18n.t('cash_flow_statement.total') }];
   };
 
   /**
@@ -366,7 +366,7 @@ export class CashFlowTable {
    */
   public tableColumns = (): ITableColumn[] => {
     return R.compose(
-      R.concat([{ key: 'name', label: this.i18n.t('Account name') }]),
+      R.concat([{ key: 'name', label: this.i18n.t('cash_flow_statement.account_name') }]),
       R.when(
         R.always(this.isDisplayColumnsBy(DISPLAY_COLUMNS_BY.DATE_PERIODS)),
         R.concat(this.datePeriodsColumns()),

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashflowSheetMeta.ts

@@ -1,5 +1,6 @@
 import * as moment from 'moment';
 import { Injectable } from '@nestjs/common';
+import { I18nService } from 'nestjs-i18n';
 import { FinancialSheetMeta } from '../../common/FinancialSheetMeta';
 import {
   ICashFlowStatementMeta,
@@ -8,7 +9,10 @@ import {
 
 @Injectable()
 export class CashflowSheetMeta {
-  constructor(private readonly financialSheetMeta: FinancialSheetMeta) {}
+  constructor(
+    private readonly financialSheetMeta: FinancialSheetMeta,
+    private readonly i18n: I18nService,
+  ) {}
 
   /**
    * Cashflow sheet meta.
@@ -19,11 +23,13 @@ export class CashflowSheetMeta {
     query: ICashFlowStatementQuery,
   ): Promise<ICashFlowStatementMeta> {
     const meta = await this.financialSheetMeta.meta();
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(meta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(meta.dateFormat);
-    const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
+    const fromLabel = this.i18n.t('cash_flow_statement.from_date');
+    const toLabel = this.i18n.t('cash_flow_statement.to_date');
+    const formattedDateRange = `${fromLabel} ${formattedFromDate} | ${toLabel} ${formattedToDate}`;
 
-    const sheetName = 'Statement of Cash Flow';
+    const sheetName = this.i18n.t('cash_flow_statement.sheet_name');
 
     return {
       ...meta,

packages/server/src/modules/FinancialStatements/modules/CustomerBalanceSummary/CustomerBalanceSummary.ts

@@ -8,7 +8,7 @@ import {
 import { ContactBalanceSummaryReport } from '../ContactBalanceSummary/ContactBalanceSummary';
 import { ILedger } from '@/modules/Ledger/types/Ledger.types';
 import { ModelObject } from 'objection';
-import { INumberFormatQuery } from '../../types/Report.types';
+import { INumberFormatQuery, IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 import { Customer } from '@/modules/Customers/models/Customer';
 
 export class CustomerBalanceSummaryReport extends ContactBalanceSummaryReport {
@@ -23,21 +23,22 @@ export class CustomerBalanceSummaryReport extends ContactBalanceSummaryReport {
    * @param {IJournalPoster} receivableLedger
    * @param {ICustomer[]} customers
    * @param {ICustomerBalanceSummaryQuery} filter
-   * @param {string} baseCurrency
+   * @param {IFinancialReportMeta} meta
    */
   constructor(
     ledger: ILedger,
     customers: ModelObject<Customer>[],
     filter: ICustomerBalanceSummaryQuery,
-    baseCurrency: string
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.ledger = ledger;
-    this.baseCurrency = baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
     this.customers = customers;
     this.filter = filter;
     this.numberFormat = this.filter.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/CustomerBalanceSummary/CustomerBalanceSummaryMeta.ts

@@ -19,7 +19,7 @@ export class CustomerBalanceSummaryMeta {
     query: ICustomerBalanceSummaryQuery,
   ): Promise<ICustomerBalanceSummaryMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedAsDate = moment(query.asDate).format(commonMeta.dateFormat);
     const formattedDateRange = `As ${formattedAsDate}`;
 
     return {

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

@@ -63,15 +63,16 @@ export class CustomerBalanceSummaryService {
     // Ledger query.
     const ledger = new Ledger(customersEntries);
 
+    // Retrieve the customer balance summary meta first to get date format.
+    const meta = await this.customerBalanceSummaryMeta.meta(filter);
+
     // Report instance.
     const report = new CustomerBalanceSummaryReport(
       ledger,
       customers,
       filter,
-      tenantMetadata.baseCurrency,
+      { baseCurrency: tenantMetadata.baseCurrency, dateFormat: meta.dateFormat },
     );
-    // Retrieve the customer balance summary meta.
-    const meta = await this.customerBalanceSummaryMeta.meta(filter);
 
     // Triggers `onCustomerBalanceSummaryViewed` event.
     await this.eventPublisher.emitAsync(

packages/server/src/modules/FinancialStatements/modules/CustomerBalanceSummary/CustomerBalanceSummaryTableRows.ts

@@ -91,7 +91,7 @@ export class CustomerBalanceSummaryTable {
    */
   private getTotalColumnsAccessor = (): IColumnMapperMeta[] => {
     const columns = [
-      { key: 'name', value: this.i18n.t('Total') },
+      { key: 'name', value: this.i18n.t('contact_summary_balance.total') },
       { key: 'total', accessor: 'total.formattedAmount' },
     ];
     // @ts-ignore

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

@@ -19,6 +19,7 @@ import { Account } from '@/modules/Accounts/models/Account.model';
 import { ModelObject } from 'objection';
 import { flatToNestedArray } from '@/utils/flat-to-nested-array';
 import { getTransactionTypeLabel } from '@/modules/BankingTransactions/utils';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class GeneralLedgerSheet extends R.compose(FinancialSheetStructure)(
   FinancialSheet,
@@ -33,18 +34,21 @@ export class GeneralLedgerSheet extends R.compose(FinancialSheetStructure)(
    * @param {IGeneralLedgerSheetQuery} query -
    * @param {GeneralLedgerRepository} repository -
    * @param {I18nService} i18n -
+   * @param {IFinancialReportMeta} meta -
    */
   constructor(
     query: IGeneralLedgerSheetQuery,
     repository: GeneralLedgerRepository,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
     this.repository = repository;
-    this.baseCurrency = this.repository.tenant.metadata.baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
     this.i18n = i18n;
   }
 
@@ -87,7 +91,7 @@ export class GeneralLedgerSheet extends R.compose(FinancialSheetStructure)(
     return {
       id: entry.id,
       date: entry.date,
-      dateFormatted: moment(entry.date).format('YYYY MMM DD'),
+      dateFormatted: moment(entry.date).format(this.dateFormat),
 
       referenceType: entry.transactionType,
       referenceId: entry.transactionId,

packages/server/src/modules/FinancialStatements/modules/GeneralLedger/GeneralLedger.types.ts

@@ -6,6 +6,7 @@ export interface IGeneralLedgerSheetQuery {
   toDate: Date | string;
   basis: string;
   numberFormat: IGeneralLedgerNumberFormat;
+  dateFormat?: string;
   noneTransactions: boolean;
   accountsIds: number[];
   branchesIds?: number[];

packages/server/src/modules/FinancialStatements/modules/GeneralLedger/GeneralLedgerMeta.ts

@@ -19,8 +19,8 @@ export class GeneralLedgerMeta {
   ): Promise<IGeneralLedgerMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
 
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     return {

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

@@ -37,18 +37,19 @@ export class GeneralLedgerService {
     this.generalLedgerRepository.setFilter(filter);
     await this.generalLedgerRepository.asyncInitialize();
 
+    // Retrieve general ledger report metadata first to get the date format.
+    const meta = await this.generalLedgerMeta.meta(filter);
+
     // General ledger report instance.
     const generalLedgerInstance = new GeneralLedgerSheet(
       filter,
       this.generalLedgerRepository,
       this.i18n,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
     // Retrieve general ledger report data.
     const reportData = generalLedgerInstance.reportData();
 
-    // Retrieve general ledger report metadata.
-    const meta = await this.generalLedgerMeta.meta(filter);
-
     // Triggers `onGeneralLedgerViewed` event.
     await this.eventEmitter.emitAsync(events.reports.onGeneralLedgerViewed, {});
 

packages/server/src/modules/FinancialStatements/modules/InventoryItemDetails/InventoryItemDetails.service.ts

@@ -8,6 +8,7 @@ import { InventoryDetails } from './InventoryItemDetails';
 import { InventoryItemDetailsRepository } from './InventoryItemDetailsRepository';
 import { InventoryDetailsMetaInjectable } from './InventoryItemDetailsMeta';
 import { getInventoryItemDetailsDefaultQuery } from './constant';
+import { TenancyContext } from '@/modules/Tenancy/TenancyContext.service';
 
 @Injectable()
 export class InventoryDetailsService {
@@ -15,6 +16,7 @@ export class InventoryDetailsService {
     private readonly inventoryItemDetailsRepository: InventoryItemDetailsRepository,
     private readonly inventoryDetailsMeta: InventoryDetailsMetaInjectable,
     private readonly i18n: I18nService,
+    private readonly tenancyContext: TenancyContext,
   ) {}
 
   /**
@@ -34,13 +36,16 @@ export class InventoryDetailsService {
     this.inventoryItemDetailsRepository.setFilter(filter);
     await this.inventoryItemDetailsRepository.asyncInit();
 
+    // Retrieve the meta first to get date format.
+    const meta = await this.inventoryDetailsMeta.meta(query);
+
     // Inventory details report mapper.
     const inventoryDetailsInstance = new InventoryDetails(
       filter,
       this.inventoryItemDetailsRepository,
       this.i18n,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
-    const meta = await this.inventoryDetailsMeta.meta(query);
 
     return {
       data: inventoryDetailsInstance.reportData(),

packages/server/src/modules/FinancialStatements/modules/InventoryItemDetails/InventoryItemDetails.ts

@@ -17,6 +17,8 @@ import { Item } from '@/modules/Items/models/Item';
 import {
   IFormatNumberSettings,
   INumberFormatQuery,
+  IFinancialReportMeta,
+  DEFAULT_REPORT_META,
 } from '../../types/Report.types';
 import { InventoryTransaction } from '@/modules/InventoryCost/models/InventoryTransaction';
 import { InventoryItemDetailsRepository } from './InventoryItemDetailsRepository';
@@ -35,11 +37,13 @@ export class InventoryDetails extends FinancialSheet {
    * Constructor method.
    * @param {InventoryItemDetailsRepository} repository - The repository.
    * @param {I18nService} i18n - The i18n service.
+   * @param {IFinancialReportMeta} meta - Report meta.
    */
   constructor(
     filter: IInventoryDetailsQuery,
     repository: InventoryItemDetailsRepository,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
@@ -48,6 +52,7 @@ export class InventoryDetails extends FinancialSheet {
     this.query = filter;
     this.numberFormat = this.query.numberFormat;
     this.i18n = i18n;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**
@@ -89,7 +94,7 @@ export class InventoryDetails extends FinancialSheet {
    */
   public getDateMeta(date: Date | string): IInventoryDetailsDate {
     return {
-      formattedDate: moment(date).format('YYYY-MM-DD'),
+      formattedDate: moment(date).format(this.dateFormat),
       date: moment(date).toDate(),
     };
   }

packages/server/src/modules/FinancialStatements/modules/InventoryItemDetails/InventoryItemDetailsMeta.ts

@@ -19,8 +19,8 @@ export class InventoryDetailsMetaInjectable {
   ): Promise<IInventoryItemDetailMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
 
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
-    const formattedToDay = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDay = moment(query.toDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDay}`;
 
     const sheetName = 'Inventory Item Details';

packages/server/src/modules/FinancialStatements/modules/InventoryItemDetails/InventoryItemDetailsTable.ts

@@ -93,7 +93,7 @@ export class InventoryItemDetailsTable {
   ): ITableRow => {
     const columns: Array<IColumnMapperMeta> = [
       { key: 'date', accessor: 'date.formattedDate' },
-      { key: 'closing', value: this.i18n.t('Opening balance') },
+      { key: 'closing', value: this.i18n.t('inventory_item_details.opening_balance') },
       { key: 'empty', value: '' },
       { key: 'quantity', accessor: 'quantity.formattedNumber' },
       { key: 'empty', value: '' },
@@ -115,7 +115,7 @@ export class InventoryItemDetailsTable {
   ): ITableRow => {
     const columns: Array<IColumnMapperMeta> = [
       { key: 'date', accessor: 'date.formattedDate' },
-      { key: 'closing', value: this.i18n.t('Closing balance') },
+      { key: 'closing', value: this.i18n.t('inventory_item_details.closing_balance') },
       { key: 'empty', value: '' },
       { key: 'quantity', accessor: 'quantity.formattedNumber' },
       { key: 'empty', value: '' },
@@ -193,16 +193,16 @@ export class InventoryItemDetailsTable {
    */
   public tableColumns = (): ITableColumn[] => {
     return [
-      { key: 'date', label: this.i18n.t('Date') },
+      { key: 'date', label: this.i18n.t('inventory_item_details.date') },
-      { key: 'transaction_type', label: this.i18n.t('Transaction type') },
+      { key: 'transaction_type', label: this.i18n.t('inventory_item_details.transaction_type') },
-      { key: 'transaction_id', label: this.i18n.t('Transaction #') },
+      { key: 'transaction_id', label: this.i18n.t('inventory_item_details.transaction_number') },
-      { key: 'quantity', label: this.i18n.t('Quantity') },
+      { key: 'quantity', label: this.i18n.t('inventory_item_details.quantity') },
-      { key: 'rate', label: this.i18n.t('Rate') },
+      { key: 'rate', label: this.i18n.t('inventory_item_details.rate') },
-      { key: 'total', label: this.i18n.t('Total') },
+      { key: 'total', label: this.i18n.t('inventory_item_details.total') },
-      { key: 'value', label: this.i18n.t('Value') },
+      { key: 'value', label: this.i18n.t('inventory_item_details.value') },
-      { key: 'profit_margin', label: this.i18n.t('Profit Margin') },
+      { key: 'profit_margin', label: this.i18n.t('inventory_item_details.profit_margin') },
-      { key: 'running_quantity', label: this.i18n.t('Running quantity') },
+      { key: 'running_quantity', label: this.i18n.t('inventory_item_details.running_quantity') },
-      { key: 'running_value', label: this.i18n.t('Running Value') },
+      { key: 'running_value', label: this.i18n.t('inventory_item_details.running_value') },
     ];
   };
 }

packages/server/src/modules/FinancialStatements/modules/InventoryValuationSheet/InventoryValuationSheet.ts

@@ -12,6 +12,7 @@ import { InventoryCostLotTracker } from '@/modules/InventoryCost/models/Inventor
 import { FinancialSheet } from '../../common/FinancialSheet';
 import { InventoryValuationSheetRepository } from './InventoryValuationSheetRepository';
 import { allPassedConditionsPass } from '@/utils/all-conditions-passed';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class InventoryValuationSheet extends FinancialSheet {
   readonly query: IInventoryValuationReportQuery;
@@ -21,16 +22,19 @@ export class InventoryValuationSheet extends FinancialSheet {
    * Constructor method.
    * @param {IInventoryValuationReportQuery} query - Inventory valuation query.
    * @param {InventoryValuationSheetRepository} repository - Inventory valuation sheet repository.
+   * @param {IFinancialReportMeta} meta - Report meta.
    */
   constructor(
     query: IInventoryValuationReportQuery,
     repository: InventoryValuationSheetRepository,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.repository = repository;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/InventoryValuationSheet/InventoryValuationSheetMeta.ts

@@ -18,7 +18,7 @@ export class InventoryValuationMetaInjectable {
     query: IInventoryValuationReportQuery,
   ): Promise<IInventoryValuationSheetMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedAsDate = moment(query.asDate).format(commonMeta.dateFormat);
     const formattedDateRange = `As ${formattedAsDate}`;
 
     return {

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

@@ -34,16 +34,17 @@ export class InventoryValuationSheetService {
     this.inventoryValuationSheetRepository.setFilter(filter);
     await this.inventoryValuationSheetRepository.asyncInit();
 
+    // Retrieves the inventorty valuation meta first to get date format.
+    const meta = await this.inventoryValuationMeta.meta(filter);
+
     const inventoryValuationInstance = new InventoryValuationSheet(
       filter,
       this.inventoryValuationSheetRepository,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
     // Retrieve the inventory valuation report data.
     const inventoryValuationData = inventoryValuationInstance.reportData();
 
-    // Retrieves the inventorty valuation meta.
-    const meta = await this.inventoryValuationMeta.meta(filter);
-
     // Triggers `onInventoryValuationViewed` event.
     await this.eventPublisher.emitAsync(
       events.reports.onInventoryValuationViewed,

packages/server/src/modules/FinancialStatements/modules/JournalSheet/JournalSheet.ts

@@ -11,6 +11,7 @@ import { FinancialSheet } from '../../common/FinancialSheet';
 import { JournalSheetRepository } from './JournalSheetRepository';
 import { ILedgerEntry } from '@/modules/Ledger/types/Ledger.types';
 import { getTransactionTypeLabel } from '@/modules/BankingTransactions/utils';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class JournalSheet extends FinancialSheet {
   readonly query: IJournalReportQuery;
@@ -22,20 +23,24 @@ export class JournalSheet extends FinancialSheet {
    * @param {IJournalReportQuery} query -
    * @param {JournalSheetRepository} repository -
    * @param {I18nService} i18n -
+   * @param {IFinancialReportMeta} meta -
    */
   constructor(
     query: IJournalReportQuery,
     repository: JournalSheetRepository,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.repository = repository;
+    this.baseCurrency = meta.baseCurrency;
     this.numberFormat = {
       ...this.numberFormat,
       ...this.query.numberFormat,
     };
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
     this.i18n = i18n;
   }
 
@@ -94,7 +99,7 @@ export class JournalSheet extends FinancialSheet {
 
     return {
       date: moment(groupEntry.date).toDate(),
-      dateFormatted: moment(groupEntry.date).format('YYYY MMM DD'),
+      dateFormatted: moment(groupEntry.date).format(this.dateFormat),
 
       transactionType: groupEntry.transactionType,
       referenceId: groupEntry.transactionId,

packages/server/src/modules/FinancialStatements/modules/JournalSheet/JournalSheet.types.ts

@@ -8,6 +8,7 @@ export interface IJournalReportQuery {
     noCents: boolean;
     divideOn1000: boolean;
   };
+  dateFormat?: string;
   transactionType: string;
   transactionId: string;
 

packages/server/src/modules/FinancialStatements/modules/JournalSheet/JournalSheetMeta.ts

@@ -17,8 +17,8 @@ export class JournalSheetMeta {
   ): Promise<IJournalSheetMeta> {
     const common = await this.financialSheetMeta.meta();
 
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(common.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(common.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     return {

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

@@ -30,18 +30,19 @@ export class JournalSheetService {
     this.journalRepository.setFilter(query);
     await this.journalRepository.load();
 
+    // Retrieve the journal sheet meta first to get the date format.
+    const meta = await this.journalSheetMeta.meta(filter);
+
     // Journal report instance.
     const journalSheetInstance = new JournalSheet(
       filter,
       this.journalRepository,
       this.i18n,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
     // Retrieve journal report columns.
     const journalSheetData = journalSheetInstance.reportData();
 
-    // Retrieve the journal sheet meta.
-    const meta = await this.journalSheetMeta.meta(filter);
-
     // Triggers `onJournalViewed` event.
     await this.eventPublisher.emitAsync(events.reports.onJournalViewed, {
       query,

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

@@ -28,6 +28,7 @@ import { FinancialSheetStructure } from '../../common/FinancialSheetStructure';
 import { FinancialSheet } from '../../common/FinancialSheet';
 import { Account } from '@/modules/Accounts/models/Account.model';
 import { flatToNestedArray } from '@/utils/flat-to-nested-array';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export default class ProfitLossSheet extends R.pipe(
   ProfitLossSheetPreviousYear,
@@ -71,20 +72,24 @@ export default class ProfitLossSheet extends R.pipe(
 
   /**
    * Constructor method.
+   * @param {ProfitLossSheetRepository} repository -
    * @param {IProfitLossSheetQuery} query -
-   * @param {IAccount[]} accounts -
+   * @param {I18nService} i18n -
-   * @param {IJournalPoster} transactionsJournal -
+   * @param {IFinancialReportMeta} meta -
    */
   constructor(
     repository: ProfitLossSheetRepository,
     query: IProfitLossSheetQuery,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = new ProfitLossSheetQuery(query);
     this.repository = repository;
+    this.baseCurrency = meta.baseCurrency;
     this.numberFormat = this.query.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
     this.i18n = i18n;
   }
 

packages/server/src/modules/FinancialStatements/modules/ProfitLossSheet/ProfitLossSheetMeta.ts

@@ -19,8 +19,8 @@ export class ProfitLossSheetMeta {
     query: IProfitLossSheetQuery,
   ): Promise<IProfitLossSheetMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     const sheetName = 'Cashflow Statement';

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

@@ -40,18 +40,19 @@ export class ProfitLossSheetService {
     this.profitLossRepository.setFilter(filter);
     await this.profitLossRepository.asyncInitialize();
 
+    // Retrieve the profit/loss sheet meta first to get date format.
+    const meta = await this.profitLossSheetMeta.meta(filter);
+
     // Profit/Loss report instance.
     const profitLossInstance = new ProfitLossSheet(
       this.profitLossRepository,
       filter,
       this.i18nService,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
     // Profit/loss report data and columns.
     const data = profitLossInstance.reportData();
 
-    // Retrieve the profit/loss sheet meta.
-    const meta = await this.profitLossSheetMeta.meta(filter);
-
     // Triggers `onProfitLossSheetViewed` event.
     await this.eventPublisher.emitAsync(
       events.reports.onProfitLossSheetViewed,

packages/server/src/modules/FinancialStatements/modules/PurchasesByItems/PurchasesByItems.service.ts

@@ -73,17 +73,17 @@ export class PurchasesByItemsService {
         // Filter the date range of the sheet.
         builder.modify('filterDateRange', filter.fromDate, filter.toDate);
       });
+    // Retrieve the purchases by items meta first to get date format.
+    const meta = await this.purchasesByItemsMeta.meta(query);
+
     const purchasesByItemsInstance = new PurchasesByItems(
       filter,
       inventoryItems,
       inventoryTransactions,
-      tenantMetadata.baseCurrency,
+      { baseCurrency: tenantMetadata.baseCurrency, dateFormat: meta.dateFormat },
     );
     const purchasesByItemsData = purchasesByItemsInstance.reportData();
 
-    // Retrieve the purchases by items meta.
-    const meta = await this.purchasesByItemsMeta.meta(query);
-
     // Triggers `onPurchasesByItemViewed` event.
     await this.eventPublisher.emitAsync(
       events.reports.onPurchasesByItemViewed,

packages/server/src/modules/FinancialStatements/modules/PurchasesByItems/PurchasesByItems.ts

@@ -11,6 +11,7 @@ import { FinancialSheet } from '../../common/FinancialSheet';
 import { transformToMapBy } from '@/utils/transform-to-map-by';
 import { Item } from '@/modules/Items/models/Item';
 import { InventoryTransaction } from '@/modules/InventoryCost/models/InventoryTransaction';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class PurchasesByItems extends FinancialSheet{
   readonly baseCurrency: string;
@@ -29,14 +30,15 @@ export class PurchasesByItems extends FinancialSheet{
     query: IPurchasesByItemsReportQuery,
     items: Item[],
     itemsTransactions: InventoryTransaction[],
-    baseCurrency: string
+    meta: IFinancialReportMeta,
   ) {
     super();
-    this.baseCurrency = baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
     this.items = items;
     this.itemsTransactions = transformToMapBy(itemsTransactions, 'itemId');
     this.query = query;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/PurchasesByItems/PurchasesByItemsMeta.ts

@@ -21,8 +21,8 @@ export class PurchasesByItemsMeta {
     query: IPurchasesByItemsReportQuery
   ): Promise<IPurchasesByItemsSheetMeta> {
     const commonMeta = await this.financialSheetMetaModel.meta();
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     return {

packages/server/src/modules/FinancialStatements/modules/SalesByItems/SalesByItems.ts

@@ -12,6 +12,7 @@ import { Item } from '@/modules/Items/models/Item';
 import { transformToMap } from '@/utils/transform-to-key';
 import { allPassedConditionsPass } from '@/utils/all-conditions-passed';
 import { InventoryTransaction } from '@/modules/InventoryCost/models/InventoryTransaction';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class SalesByItemsReport extends FinancialSheet {
   readonly baseCurrency: string;
@@ -24,21 +25,22 @@ export class SalesByItemsReport extends FinancialSheet {
    * @param {ISalesByItemsReportQuery} query
    * @param {IItem[]} items
    * @param {IAccountTransaction[]} itemsTransactions
-   * @param {string} baseCurrency
+   * @param {IFinancialReportMeta} meta
    */
   constructor(
     query: ISalesByItemsReportQuery,
     items: Item[],
     itemsTransactions: ModelObject<InventoryTransaction>[],
-    baseCurrency: string,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
-    this.baseCurrency = baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
     this.items = items;
     this.itemsTransactions = transformToMap(itemsTransactions, 'itemId');
     this.query = query;
     this.numberFormat = this.query.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/SalesByItems/SalesByItemsMeta.ts

@@ -18,8 +18,8 @@ export class SalesByItemsMeta {
     query: ISalesByItemsReportQuery,
   ): Promise<ISalesByItemsSheetMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     const sheetName = 'Sales By Items';

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

@@ -68,17 +68,17 @@ export class SalesByItemsReportService {
         // Filter the date range of the sheet.
         builder.modify('filterDateRange', filter.fromDate, filter.toDate);
       });
+    // Retrieve the sales by items meta first to get date format.
+    const meta = await this.salesByItemsMeta.meta(query);
+
     const sheet = new SalesByItemsReport(
       filter,
       inventoryItems,
       inventoryTransactions,
-      tenantMetadata.baseCurrency,
+      { baseCurrency: tenantMetadata.baseCurrency, dateFormat: meta.dateFormat },
     );
     const salesByItemsData = sheet.reportData();
 
-    // Retrieve the sales by items meta.
-    const meta = await this.salesByItemsMeta.meta(query);
-
     // Triggers `onSalesByItemViewed` event.
     await this.eventPublisher.emitAsync(events.reports.onSalesByItemViewed, {
       query,

packages/server/src/modules/FinancialStatements/modules/SalesTaxLiabilitySummary/SalesTaxLiability.module.ts

@@ -8,9 +8,10 @@ import { SalesTaxLiabilitySummaryController } from './SalesTaxLiabilitySummary.c
 import { FinancialSheetCommonModule } from '../../common/FinancialSheetCommon.module';
 import { SalesTaxLiabilitySummaryRepository } from './SalesTaxLiabilitySummaryRepository';
 import { SalesTaxLiabilitySummaryMeta } from './SalesTaxLiabilitySummaryMeta';
+import { TenancyModule } from '@/modules/Tenancy/Tenancy.module';
 
 @Module({
-  imports: [FinancialSheetCommonModule],
+  imports: [FinancialSheetCommonModule, TenancyModule],
   providers: [
     SalesTaxLiabiltiySummaryPdf,
     SalesTaxLiabilitySummaryTableInjectable,

packages/server/src/modules/FinancialStatements/modules/SalesTaxLiabilitySummary/SalesTaxLiabilitySummary.ts

@@ -10,6 +10,7 @@ import { FinancialSheet } from '../../common/FinancialSheet';
 import { ModelObject } from 'objection';
 import { TaxRateModel } from '@/modules/TaxRates/models/TaxRate.model';
 import { SalesTaxLiabilitySummaryRepository } from './SalesTaxLiabilitySummaryRepository';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class SalesTaxLiabilitySummary extends FinancialSheet {
   private query: SalesTaxLiabilitySummaryQuery;
@@ -18,18 +19,19 @@ export class SalesTaxLiabilitySummary extends FinancialSheet {
   /**
    * Sales tax liability summary constructor.
    * @param {SalesTaxLiabilitySummaryQuery} query
-   * @param {ITaxRate[]} taxRates
+   * @param {SalesTaxLiabilitySummaryRepository} repository
-   * @param {SalesTaxLiabilitySummaryPayableById} payableTaxesById
+   * @param {IFinancialReportMeta} meta
-   * @param {SalesTaxLiabilitySummarySalesById} salesTaxesById
    */
   constructor(
     query: SalesTaxLiabilitySummaryQuery,
     repository: SalesTaxLiabilitySummaryRepository,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.repository = repository;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/SalesTaxLiabilitySummary/SalesTaxLiabilitySummaryMeta.ts

@@ -14,8 +14,8 @@ export class SalesTaxLiabilitySummaryMeta {
    */
   public async meta(query: SalesTaxLiabilitySummaryQuery) {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     const sheetName = 'Sales Tax Liability Summary';

packages/server/src/modules/FinancialStatements/modules/SalesTaxLiabilitySummary/SalesTaxLiabilitySummaryService.ts

@@ -3,12 +3,14 @@ import { SalesTaxLiabilitySummary } from './SalesTaxLiabilitySummary';
 import { SalesTaxLiabilitySummaryMeta } from './SalesTaxLiabilitySummaryMeta';
 import { Injectable } from '@nestjs/common';
 import { SalesTaxLiabilitySummaryQuery } from './SalesTaxLiability.types';
+import { TenancyContext } from '@/modules/Tenancy/TenancyContext.service';
 
 @Injectable()
 export class SalesTaxLiabilitySummaryService {
   constructor(
     private readonly repository: SalesTaxLiabilitySummaryRepository,
     private readonly salesTaxLiabilityMeta: SalesTaxLiabilitySummaryMeta,
+    private readonly tenancyContext: TenancyContext,
   ) {}
 
   /**
@@ -19,11 +21,17 @@ export class SalesTaxLiabilitySummaryService {
   public async salesTaxLiability(query: SalesTaxLiabilitySummaryQuery) {
     await this.repository.load();
 
+    // Retrieve the meta first to get date format.
+    const meta = await this.salesTaxLiabilityMeta.meta(query);
+
+    // Get tenant metadata for baseCurrency
+    const tenantMetadata = await this.tenancyContext.getTenantMetadata();
+
     const taxLiabilitySummary = new SalesTaxLiabilitySummary(
       query,
       this.repository,
+      { baseCurrency: tenantMetadata.baseCurrency, dateFormat: meta.dateFormat },
     );
-    const meta = await this.salesTaxLiabilityMeta.meta(query);
 
     return {
       data: taxLiabilitySummary.reportData(),

packages/server/src/modules/FinancialStatements/modules/TransactionsByContact/TransactionsByContactTableRows.ts

@@ -14,9 +14,10 @@ enum ROW_TYPE {
 
 export class TransactionsByContactsTableRows {
   public i18n: I18nService;
+  public dateFormat: string;
 
   public dateAccessor = (value): string => {
-    return moment(value.date).format('YYYY MMM DD');
+    return moment(value.date).format(this.dateFormat);
   };
 
   /**
@@ -52,7 +53,7 @@ export class TransactionsByContactsTableRows {
     const columns = [
       {
         key: 'openingBalanceLabel',
-        value: this.i18n.t('Opening balance') as string,
+        value: this.i18n.t('transactions_by_contact.opening_balance') as string,
       },
       ...R.repeat({ key: 'empty', value: '' }, 5),
       {
@@ -76,7 +77,7 @@ export class TransactionsByContactsTableRows {
     const columns = [
       {
         key: 'closingBalanceLabel',
-        value: this.i18n.t('Closing balance') as string,
+        value: this.i18n.t('transactions_by_contact.closing_balance') as string,
       },
       ...R.repeat({ key: 'empty', value: '' }, 5),
       {

packages/server/src/modules/FinancialStatements/modules/TransactionsByCustomer/TransactionsByCustomers.ts

@@ -12,6 +12,7 @@ import { TransactionsByContact } from '../TransactionsByContact/TransactionsByCo
 import { Customer } from '@/modules/Customers/models/Customer';
 import { INumberFormatQuery } from '../../types/Report.types';
 import { TransactionsByCustomersRepository } from './TransactionsByCustomersRepository';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 const CUSTOMER_NORMAL = 'debit';
 
@@ -25,12 +26,14 @@ export class TransactionsByCustomers extends TransactionsByContact {
    * Constructor method.
    * @param {ICustomer} customers
    * @param {Map<number, IAccountTransaction[]>} transactionsLedger
-   * @param {string} baseCurrency
+   * @param {I18nService} i18n
+   * @param {IFinancialReportMeta} meta
    */
   constructor(
     filter: ITransactionsByCustomersFilter,
     transactionsByCustomersRepository: TransactionsByCustomersRepository,
-    i18n: I18nService
+    i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
@@ -38,6 +41,8 @@ export class TransactionsByCustomers extends TransactionsByContact {
     this.repository = transactionsByCustomersRepository;
     this.numberFormat = this.filter.numberFormat;
     this.i18n = i18n;
+    this.baseCurrency = meta.baseCurrency;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/TransactionsByCustomer/TransactionsByCustomersMeta.ts

@@ -20,8 +20,8 @@ export class TransactionsByCustomersMeta {
   ): Promise<ITransactionsByCustomersMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
 
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     return {

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

@@ -36,13 +36,16 @@ export class TransactionsByCustomersSheet {
     this.transactionsByCustomersRepository.setFilter(filter);
     await this.transactionsByCustomersRepository.asyncInit();
 
+    // Retrieve the meta first to get date format.
+    const meta = await this.transactionsByCustomersMeta.meta(filter);
+
     // Transactions by customers data mapper.
     const reportInstance = new TransactionsByCustomers(
       filter,
       this.transactionsByCustomersRepository,
       this.i18n,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
-    const meta = await this.transactionsByCustomersMeta.meta(filter);
 
     // Triggers `onCustomerTransactionsViewed` event.
     await this.eventPublisher.emitAsync(

packages/server/src/modules/FinancialStatements/modules/TransactionsByCustomer/TransactionsByCustomersTable.ts

@@ -22,10 +22,12 @@ export class TransactionsByCustomersTable extends TransactionsByContactsTableRow
   constructor(
     customersTransactions: ITransactionsByCustomersCustomer[],
     i18n: I18nService,
+    dateFormat: string,
   ) {
     super();
     this.customersTransactions = customersTransactions;
     this.i18n = i18n;
+    this.dateFormat = dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/TransactionsByCustomer/TransactionsByCustomersTableInjectable.ts

@@ -28,6 +28,7 @@ export class TransactionsByCustomersTableInjectable {
     const table = new TransactionsByCustomersTable(
       customersTransactions.data,
       this.i18n,
+      customersTransactions.meta.dateFormat,
     );
     return {
       table: {

packages/server/src/modules/FinancialStatements/modules/TransactionsByVendor/TransactionsByVendor.ts

@@ -12,6 +12,7 @@ import { TransactionsByContact } from '../TransactionsByContact/TransactionsByCo
 import { Vendor } from '@/modules/Vendors/models/Vendor';
 import { INumberFormatQuery } from '../../types/Report.types';
 import { TransactionsByVendorRepository } from './TransactionsByVendorRepository';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 const VENDOR_NORMAL = 'credit';
 
@@ -26,11 +27,13 @@ export class TransactionsByVendor extends TransactionsByContact {
    * @param {TransactionsByVendorRepository} transactionsByVendorRepository - Transactions by vendor repository.
    * @param {ITransactionsByVendorsFilter} filter - Transactions by vendors filter.
    * @param {I18nService} i18n - Internationalization service.
+   * @param {IFinancialReportMeta} meta - Report meta.
    */
   constructor(
     transactionsByVendorRepository: TransactionsByVendorRepository,
     filter: ITransactionsByVendorsFilter,
     i18n: I18nService,
+    meta: IFinancialReportMeta,
   ) {
     super();
 
@@ -38,6 +41,8 @@ export class TransactionsByVendor extends TransactionsByContact {
     this.filter = filter;
     this.numberFormat = this.filter.numberFormat;
     this.i18n = i18n;
+    this.baseCurrency = meta.baseCurrency;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

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

@@ -36,13 +36,16 @@ export class TransactionsByVendorsInjectable {
     // Initialize the repository.
     await this.transactionsByVendorRepository.asyncInit();
 
-    // Transactions by customers data mapper.
+    // Retrieve the meta first to get date format.
+    const meta = await this.transactionsByVendorMeta.meta(filter);
+
+    // Transactions by vendors data mapper.
     const reportInstance = new TransactionsByVendor(
       this.transactionsByVendorRepository,
       filter,
       this.i18n,
+      { baseCurrency: meta.baseCurrency, dateFormat: meta.dateFormat },
     );
-    const meta = await this.transactionsByVendorMeta.meta(filter);
 
     // Triggers `onVendorTransactionsViewed` event.
     await this.eventPublisher.emitAsync(

packages/server/src/modules/FinancialStatements/modules/TransactionsByVendor/TransactionsByVendorMeta.ts

@@ -21,8 +21,8 @@ export class TransactionsByVendorMeta {
   ): Promise<ITransactionsByVendorMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
 
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
 
     const sheetName = 'Transactions By Vendor';

packages/server/src/modules/FinancialStatements/modules/TransactionsByVendor/TransactionsByVendorTable.ts

@@ -1,4 +1,5 @@
 import * as R from 'ramda';
+import { I18nService } from 'nestjs-i18n';
 import { ITransactionsByVendorsVendor } from './TransactionsByVendor.types';
 import { TransactionsByContactsTableRows } from '../TransactionsByContact/TransactionsByContactTableRows';
 import { tableRowMapper } from '../../utils/Table.utils';
@@ -19,11 +20,16 @@ export class TransactionsByVendorsTable extends TransactionsByContactsTableRows
    * @param {ITransactionsByVendorsVendor[]} vendorsTransactions -
    * @param {any} i18n
    */
-  constructor(vendorsTransactions: ITransactionsByVendorsVendor[], i18n) {
+  constructor(
+    vendorsTransactions: ITransactionsByVendorsVendor[],
+    i18n: I18nService,
+    dateFormat: string,
+  ) {
     super();
 
     this.vendorsTransactions = vendorsTransactions;
     this.i18n = i18n;
+    this.dateFormat = dateFormat;
   }
 
   /**

packages/server/src/modules/FinancialStatements/modules/TransactionsByVendor/TransactionsByVendorTableInjectable.ts

@@ -25,7 +25,7 @@ export class TransactionsByVendorTableInjectable {
     const sheet = await this.transactionsByVendor.transactionsByVendors(
       query
     );
-    const table = new TransactionsByVendorsTable(sheet.data, this.i18n);
+    const table = new TransactionsByVendorsTable(sheet.data, this.i18n, sheet.meta.dateFormat);
 
     return {
       table: {

packages/server/src/modules/FinancialStatements/modules/TrialBalanceSheet/TrialBalanceSheet.ts

@@ -12,6 +12,7 @@ import { Account } from '@/modules/Accounts/models/Account.model';
 import { allPassedConditionsPass } from '@/utils/all-conditions-passed';
 import { ModelObject } from 'objection';
 import { flatToNestedArray } from '@/utils/flat-to-nested-array';
+import { IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 
 export class TrialBalanceSheet extends FinancialSheet {
   /**
@@ -42,14 +43,15 @@ export class TrialBalanceSheet extends FinancialSheet {
   constructor(
     query: ITrialBalanceSheetQuery,
     repository: TrialBalanceSheetRepository,
-    baseCurrency: string
+    meta: IFinancialReportMeta,
   ) {
     super();
 
     this.query = query;
     this.repository = repository;
     this.numberFormat = this.query.numberFormat;
-    this.baseCurrency = baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
   }
 
   /**

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

@@ -39,18 +39,18 @@ export class TrialBalanceSheetService {
     // Loads the resources.
     await this.trialBalanceSheetRepository.asyncInitialize();
 
+    // Trial balance sheet meta first to get date format.
+    const meta = await this.trialBalanceSheetMetaService.meta(filter);
+
     // Trial balance report instance.
     const trialBalanceInstance = new TrialBalanceSheet(
       filter,
       this.trialBalanceSheetRepository,
-      tenantMetadata.baseCurrency,
+      { baseCurrency: tenantMetadata.baseCurrency, dateFormat: meta.dateFormat },
     );
     // Trial balance sheet data.
     const trialBalanceSheetData = trialBalanceInstance.reportData();
 
-    // Trial balance sheet meta.
-    const meta = await this.trialBalanceSheetMetaService.meta(filter);
-
     // Triggers `onTrialBalanceSheetViewed` event.
     await this.eventPublisher.emitAsync(
       events.reports.onTrialBalanceSheetView,

packages/server/src/modules/FinancialStatements/modules/TrialBalanceSheet/TrialBalanceSheetMeta.ts

@@ -16,8 +16,8 @@ export class TrialBalanceSheetMeta {
   ): Promise<ITrialBalanceSheetMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
 
-    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format(commonMeta.dateFormat);
-    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedToDate = moment(query.toDate).format(commonMeta.dateFormat);
     const formattedDateRange = `From ${formattedFromDate} to ${formattedToDate}`;
 
     const sheetName = 'Trial Balance Sheet';

packages/server/src/modules/FinancialStatements/modules/TrialBalanceSheet/TrialBalanceSheetTable.ts

@@ -141,10 +141,10 @@ export class TrialBalanceSheetTable extends R.compose(
     return R.compose(
       this.tableColumnsCellIndexing,
       R.concat([
-        { key: 'account', label: 'Account' },
+        { key: 'account', label: this.i18n.t('trial_balance_sheet.account') },
-        { key: 'debit', label: 'Debit' },
+        { key: 'debit', label: this.i18n.t('trial_balance_sheet.debit') },
-        { key: 'credit', label: 'Credit' },
+        { key: 'credit', label: this.i18n.t('trial_balance_sheet.credit') },
-        { key: 'total', label: 'Total' },
+        { key: 'total', label: this.i18n.t('trial_balance_sheet.total') },
       ]),
     )([]);
   };

packages/server/src/modules/FinancialStatements/modules/VendorBalanceSummary/VendorBalanceSummary.ts

@@ -8,7 +8,7 @@ import {
 } from './VendorBalanceSummary.types';
 import { ContactBalanceSummaryReport } from '../ContactBalanceSummary/ContactBalanceSummary';
 import { Vendor } from '@/modules/Vendors/models/Vendor';
-import { INumberFormatQuery } from '../../types/Report.types';
+import { INumberFormatQuery, IFinancialReportMeta, DEFAULT_REPORT_META } from '../../types/Report.types';
 import { VendorBalanceSummaryRepository } from './VendorBalanceSummaryRepository';
 import { Ledger } from '@/modules/Ledger/Ledger';
 
@@ -27,15 +27,17 @@ export class VendorBalanceSummaryReport extends ContactBalanceSummaryReport {
   constructor(
     repository: VendorBalanceSummaryRepository,
     filter: IVendorBalanceSummaryQuery,
+    meta: IFinancialReportMeta,
   ) {
     super();
-    
+
     this.repository = repository;
     this.ledger = this.repository.ledger;
-    this.baseCurrency = this.repository.baseCurrency;
+    this.baseCurrency = meta.baseCurrency;
 
     this.filter = filter;
     this.numberFormat = this.filter.numberFormat;
+    this.dateFormat = meta.dateFormat || DEFAULT_REPORT_META.dateFormat;
 
   }
 

packages/server/src/modules/FinancialStatements/modules/VendorBalanceSummary/VendorBalanceSummaryMeta.ts

@@ -19,7 +19,7 @@ export class VendorBalanceSummaryMeta {
     query: IVendorBalanceSummaryQuery,
   ): Promise<IVendorBalanceSummaryMeta> {
     const commonMeta = await this.financialSheetMeta.meta();
-    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedAsDate = moment(query.asDate).format(commonMeta.dateFormat);
 
     return {
       ...commonMeta,

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

@@ -31,13 +31,15 @@ export class VendorBalanceSummaryService {
     this.vendorBalanceSummaryRepository.setFilter(filter);
     await this.vendorBalanceSummaryRepository.asyncInit();
 
+    // Retrieve the vendor balance summary meta first to get date format.
+    const meta = await this.vendorBalanceSummaryMeta.meta(filter);
+
     // Report instance.
     const reportInstance = new VendorBalanceSummaryReport(
       this.vendorBalanceSummaryRepository,
       filter,
+      { baseCurrency: this.vendorBalanceSummaryRepository.baseCurrency, dateFormat: meta.dateFormat },
     );
-    // Retrieve the vendor balance summary meta.
-    const meta = await this.vendorBalanceSummaryMeta.meta(filter);
 
     // Triggers `onVendorBalanceSummaryViewed` event.
     await this.eventEmitter.emitAsync(

packages/server/src/modules/FinancialStatements/modules/VendorBalanceSummary/VendorBalanceSummaryTableRows.ts

@@ -91,7 +91,7 @@ export class VendorBalanceSummaryTable {
    */
   private getTotalColumnsAccessor = (): IColumnMapperMeta[] => {
     const columns = [
-      { key: 'name', value: this.i18n.t('Total') },
+      { key: 'name', value: this.i18n.t('contact_summary_balance.total') },
       { key: 'total', accessor: 'total.formattedAmount' },
     ];
     return R.compose(

packages/server/src/modules/FinancialStatements/types/Report.types.ts

@@ -52,6 +52,22 @@ export interface IFinancialSheetCommonMeta {
   sheetName: string;
 }
 
+/**
+ * Report meta interface for sheet constructors.
+ * Combines baseCurrency and dateFormat for a cleaner API.
+ */
+export interface IFinancialReportMeta {
+  baseCurrency: string;
+  dateFormat: string;
+}
+
+/**
+ * Default report meta values.
+ */
+export const DEFAULT_REPORT_META: Omit<IFinancialReportMeta, 'baseCurrency'> = {
+  dateFormat: 'YYYY MMM DD',
+};
+
 export enum IFinancialDatePeriodsUnit {
   Day = 'day',
   Month = 'month',

packages/server/src/modules/Organization/Organization.constants.ts

@@ -1,18 +1,15 @@
 import currencies from 'js-money/lib/currency';
 
 export const DATE_FORMATS = [
-  'MM.dd.yy',
+  'MM/DD/YY',
-  'dd.MM.yy',
+  'DD/MM/YY',
-  'yy.MM.dd',
+  'YY/MM/DD',
-  'MM.dd.yyyy',
+  'MM/DD/yyyy',
-  'dd.MM.yyyy',
+  'DD/MM/yyyy',
-  'yyyy.MM.dd',
+  'yyyy/MM/DD',
-  'MM/DD/YYYY',
+  'DD MMM YYYY',
-  'M/D/YYYY',
+  'DD MMMM YYYY',
-  'dd MMM YYYY',
+  'MMMM DD, YYYY',
-  'dd MMMM YYYY',
-  'MMMM dd, YYYY',
-  'EEE, MMMM dd, YYYY',
 ];
 export const MONTHS = [
   'january',

packages/server/src/modules/Organization/Organization.controller.ts

@@ -28,6 +28,7 @@ import { UpdateOrganizationService } from './commands/UpdateOrganization.service
 import { IgnoreTenantInitializedRoute } from '../Tenancy/EnsureTenantIsInitialized.guard';
 import { IgnoreTenantSeededRoute } from '../Tenancy/EnsureTenantIsSeeded.guards';
 import { IgnoreTenantModelsInitialize } from '../Tenancy/TenancyInitializeModels.guard';
+import { IgnoreUserVerifiedRoute } from '../Auth/guards/EnsureUserVerified.guard';
 import { GetBuildOrganizationBuildJob } from './commands/GetBuildOrganizationJob.service';
 import { OrganizationBaseCurrencyLocking } from './Organization/OrganizationBaseCurrencyLocking.service';
 import {
@@ -93,6 +94,7 @@ export class OrganizationController {
 
   @Get('current')
   @HttpCode(200)
+  @IgnoreUserVerifiedRoute()
   @ApiOperation({ summary: 'Get current organization' })
   @ApiResponse({
     status: 200,

packages/server/src/modules/Organization/Organization.utils.ts

@@ -12,6 +12,6 @@ export const transformBuildDto = (
 ): BuildOrganizationDto => {
   return {
     ...buildDTO,
-    dateFormat: defaultTo(buildDTO.dateFormat, 'DD MMM yyyy'),
+    dateFormat: defaultTo(buildDTO.dateFormat, 'DD MMM YYYY'),
   };
 };

packages/server/src/modules/Tenancy/EnsureTenantIsInitialized.guard.ts

@@ -8,6 +8,7 @@ import {
 import { TenancyContext } from './TenancyContext.service';
 import { Reflector } from '@nestjs/core';
 import { IS_PUBLIC_ROUTE } from '../Auth/Auth.constants';
+import { IS_TENANT_AGNOSTIC } from './TenancyGlobal.guard';
 
 export const IS_IGNORE_TENANT_INITIALIZED = 'IS_IGNORE_TENANT_INITIALIZED';
 export const IgnoreTenantInitializedRoute = () =>
@@ -35,8 +36,12 @@ export class EnsureTenantIsInitializedGuard implements CanActivate {
       IS_PUBLIC_ROUTE,
       [context.getHandler(), context.getClass()],
     );
+    const isTenantAgnostic = this.reflector.getAllAndOverride<boolean>(
+      IS_TENANT_AGNOSTIC,
+      [context.getHandler(), context.getClass()],
+    );
     // Skip the guard early if the route marked as public or ignored.
-    if (isPublic || isIgnoreEnsureTenantInitialized) {
+    if (isPublic || isIgnoreEnsureTenantInitialized || isTenantAgnostic) {
       return true;
     }
     const tenant = await this.tenancyContext.getTenant();

packages/server/src/modules/Tenancy/EnsureTenantIsSeeded.guards.ts

@@ -9,6 +9,7 @@ import {
 import { TenancyContext } from './TenancyContext.service';
 import { Reflector } from '@nestjs/core';
 import { IS_PUBLIC_ROUTE } from '../Auth/Auth.constants';
+import { IS_TENANT_AGNOSTIC } from './TenancyGlobal.guard';
 
 export const IS_IGNORE_TENANT_SEEDED = 'IS_IGNORE_TENANT_SEEDED';
 export const IgnoreTenantSeededRoute = () =>
@@ -36,7 +37,12 @@ export class EnsureTenantIsSeededGuard implements CanActivate {
         context.getHandler(),
         context.getClass(),
       ]);
-    if (isPublic || isIgnoreEnsureTenantSeeded) {
+    const isTenantAgnostic = this.reflector.getAllAndOverride<boolean>(
+      IS_TENANT_AGNOSTIC,
+      [context.getHandler(), context.getClass()],
+    );
+    // Skip the guard early if the route marked as public, tenant agnostic or ignored.
+    if (isPublic || isIgnoreEnsureTenantSeeded || isTenantAgnostic) {
       return true;
     }
     const tenant = await this.tenancyContext.getTenant();

packages/server/src/modules/UsersModule/Users.module.ts

@@ -20,6 +20,7 @@ import { GetUsersService } from './queries/GetUsers.service';
 import { AcceptInviteUserService } from './commands/AcceptInviteUser.service';
 import { InviteTenantUserService } from './commands/InviteUser.service';
 import { UsersInviteController } from './UsersInvite.controller';
+import { UsersInvitePublicController } from './UsersInvitePublic.controller';
 import { InjectSystemModel } from '../System/SystemModels/SystemModels.module';
 import { SendInviteUserMailQueue } from './Users.constants';
 import InviteSendMainNotificationSubscribe from './subscribers/InviteSendMailNotification.subscriber';
@@ -60,6 +61,6 @@ const models = [InjectSystemModel(UserInvite)];
     SendInviteUsersMailMessage,
     UsersApplication
   ],
-  controllers: [UsersController, UsersInviteController],
+  controllers: [UsersController, UsersInviteController, UsersInvitePublicController],
 })
 export class UsersModule {}

packages/server/src/modules/UsersModule/UsersInvite.controller.ts

@@ -1,40 +1,13 @@
-import { Body, Controller, Get, Param, Patch, Post } from '@nestjs/common';
+import { Body, Controller, Param, Patch, Post } from '@nestjs/common';
 import { ApiOperation, ApiTags } from '@nestjs/swagger';
 import { UsersApplication } from './Users.application';
-import { InviteUserDto, SendInviteUserDto } from './dtos/InviteUser.dto';
+import { SendInviteUserDto } from './dtos/InviteUser.dto';
 
 @Controller('invite')
 @ApiTags('Users')
 export class UsersInviteController {
   constructor(private readonly usersApplication: UsersApplication) {}
 
-  /**
-   * Accept a user invitation.
-   */
-  @Post('accept/:token')
-  @ApiOperation({ summary: 'Accept a user invitation.' })
-  async acceptInvite(
-    @Param('token') token: string,
-    @Body() inviteUserDTO: InviteUserDto,
-  ) {
-    await this.usersApplication.acceptInvite(token, inviteUserDTO);
-
-    return {
-      message: 'The invitation has been accepted successfully.',
-    };
-  }
-
-  /**
-   * Check if an invitation token is valid.
-   */
-  @Get('check/:token')
-  @ApiOperation({ summary: 'Check if an invitation token is valid.' })
-  async checkInvite(@Param('token') token: string) {
-    const inviteDetails = await this.usersApplication.checkInvite(token);
-
-    return inviteDetails;
-  }
-
   /**
    * Send an invitation to a new user.
    */

packages/server/src/modules/UsersModule/UsersInvitePublic.controller.ts

@@ -0,0 +1,39 @@
+import { Body, Controller, Get, Param, Post } from '@nestjs/common';
+import { ApiOperation, ApiTags } from '@nestjs/swagger';
+import { PublicRoute } from '@/modules/Auth/guards/jwt.guard';
+import { UsersApplication } from './Users.application';
+import { InviteUserDto } from './dtos/InviteUser.dto';
+
+@Controller('invite')
+@ApiTags('Users')
+@PublicRoute()
+export class UsersInvitePublicController {
+  constructor(private readonly usersApplication: UsersApplication) {}
+
+  /**
+   * Accept a user invitation.
+   */
+  @Post('accept/:token')
+  @ApiOperation({ summary: 'Accept a user invitation.' })
+  async acceptInvite(
+    @Param('token') token: string,
+    @Body() inviteUserDTO: InviteUserDto,
+  ) {
+    await this.usersApplication.acceptInvite(token, inviteUserDTO);
+
+    return {
+      message: 'The invitation has been accepted successfully.',
+    };
+  }
+
+  /**
+   * Check if an invitation token is valid.
+   */
+  @Get('check/:token')
+  @ApiOperation({ summary: 'Check if an invitation token is valid.' })
+  async checkInvite(@Param('token') token: string) {
+    const inviteDetails = await this.usersApplication.checkInvite(token);
+
+    return inviteDetails;
+  }
+}

packages/server/src/modules/UsersModule/commands/AcceptInviteUser.service.ts

@@ -1,6 +1,7 @@
 import { Inject, Injectable } from '@nestjs/common';
 import * as moment from 'moment';
 import { EventEmitter2 } from '@nestjs/event-emitter';
+import { ClsService } from 'nestjs-cls';
 import {
   IAcceptInviteEventPayload,
   ICheckInviteEventPayload,
@@ -15,6 +16,11 @@ import { UserInvite } from '../models/InviteUser.model';
 import { ModelObject } from 'objection';
 import { InviteUserDto } from '../dtos/InviteUser.dto';
 
+interface InviteAcceptResponseDto {
+  inviteToken: { email: string, token: string, createdAt: Date };
+  orgName: string 
+}
+
 @Injectable()
 export class AcceptInviteUserService {
   constructor(
@@ -27,6 +33,7 @@ export class AcceptInviteUserService {
     @Inject(UserInvite.name)
     private readonly userInviteModel: typeof UserInvite,
     private readonly eventEmitter: EventEmitter2,
+    private readonly cls: ClsService,
   ) {}
 
   /**
@@ -62,6 +69,16 @@ export class AcceptInviteUserService {
     // Clear invite token by the given user id.
     await this.clearInviteTokensByUserId(inviteToken.userId);
 
+    // Retrieve the tenant to get the organizationId for CLS.
+    const tenant = await this.tenantModel
+      .query()
+      .findById(inviteToken.tenantId);
+
+    // Set CLS values for tenant context before triggering sync events.
+    this.cls.set('tenantId', inviteToken.tenantId);
+    this.cls.set('userId', systemUser.id);
+    this.cls.set('organizationId', tenant.organizationId);
+
     // Triggers `onUserAcceptInvite` event.
     await this.eventEmitter.emitAsync(events.inviteUser.acceptInvite, {
       inviteToken,
@@ -77,7 +94,7 @@ export class AcceptInviteUserService {
    */
   public async checkInvite(
     token: string,
-  ): Promise<{ inviteToken: ModelObject<UserInvite>; orgName: string }> {
+  ): Promise<InviteAcceptResponseDto> {
     const inviteToken = await this.getInviteTokenOrThrowError(token);
 
     // Find the tenant that associated to the given token.
@@ -92,7 +109,16 @@ export class AcceptInviteUserService {
       tenant,
     } as ICheckInviteEventPayload);
 
-    return { inviteToken, orgName: tenant.metadata.name };
+    // Explicitly convert to plain object to ensure all fields are serialized
+    const result = {
+      inviteToken: {
+        email: inviteToken.email,
+        token: inviteToken.token,
+        createdAt: inviteToken.createdAt,
+      },
+      orgName: tenant.metadata.name,
+    };
+    return result;
   }
 
   /**

packages/server/src/modules/UsersModule/models/InviteUser.model.ts

@@ -6,6 +6,7 @@ export class UserInvite extends BaseModel {
   userId!: number;
   tenantId!: number;
   email!: string;
+  createdAt!: Date;
 
   /**
    * Table name.
@@ -32,4 +33,11 @@ export class UserInvite extends BaseModel {
       },
     };
   }
+
+  /**
+   * Called before inserting a new record.
+   */
+  $beforeInsert() {
+    this.createdAt = new Date();
+  }
 }