feat(server): implement tracking tags for GL entries and reporting

- Add tracking tags infrastructure with 5 database tables
- Create TrackingTags module with CRUD API endpoints
- Associate tags with invoice/bill line items and manual journal entries
- Propagate tags to GL entries (accounts_transactions) via ledger storage
- Add tracking tag filtering to all 12 GL-dependent financial reports:
  - General Ledger, Balance Sheet, Profit & Loss
  - Trial Balance, Journal Sheet, Cash Flow Statement
  - Customer/Vendor Balance Summary
  - Transactions by Customer/Vendor/Reference
  - Sales Tax Liability Summary
- Add filterByTrackingTags query modifier to AccountTransaction model
- Add sdk-ts types and fetch functions for tracking tags
- Add React hooks (useTrackingTags, useCreateTrackingTag, etc.)
- TypeScript typecheck passes across all packages

packages/server/src/database/tenant/migrations/20250418000001_create_tracking_tags_tables.ts

@@ -0,0 +1,67 @@
+exports.up = function(knex) {
+  return knex.schema
+    .createTable('tracking_tags', table => {
+      table.increments();
+      table.string('name').notNullable();
+      table.string('description').nullable();
+      table.boolean('active').defaultTo(true);
+      table.timestamps();
+      table.index(['active']);
+      table.unique(['name']);
+    })
+    .createTable('tracking_tag_options', table => {
+      table.increments();
+      table.integer('tag_id').unsigned().notNullable();
+      table.string('name').notNullable();
+      table.boolean('active').defaultTo(true);
+      table.timestamps();
+      table.foreign('tag_id').references('tracking_tags.id').onDelete('CASCADE');
+      table.unique(['tag_id', 'name']);
+    })
+    .createTable('item_entry_tracking_tags', table => {
+      table.integer('item_entry_id').unsigned().notNullable();
+      table.integer('tag_id').unsigned().notNullable();
+      table.integer('option_id').unsigned().notNullable();
+      table.timestamps();
+      table.primary(['item_entry_id', 'tag_id']);
+      table.foreign('item_entry_id').references('items_entries.id').onDelete('CASCADE');
+      table.foreign('tag_id').references('tracking_tags.id').onDelete('CASCADE');
+      table.foreign('option_id').references('tracking_tag_options.id').onDelete('CASCADE');
+      table.index(['tag_id']);
+      table.index(['option_id']);
+    })
+    .createTable('manual_journal_entry_tracking_tags', table => {
+      table.integer('manual_journal_entry_id').unsigned().notNullable();
+      table.integer('tag_id').unsigned().notNullable();
+      table.integer('option_id').unsigned().notNullable();
+      table.timestamps();
+      table.primary(['manual_journal_entry_id', 'tag_id']);
+      table.foreign('manual_journal_entry_id').references('manual_journals_entries.id').onDelete('CASCADE');
+      table.foreign('tag_id').references('tracking_tags.id').onDelete('CASCADE');
+      table.foreign('option_id').references('tracking_tag_options.id').onDelete('CASCADE');
+      table.index(['tag_id']);
+      table.index(['option_id']);
+    })
+    .createTable('account_transaction_tracking_tags', table => {
+      table.integer('account_transaction_id').unsigned().notNullable();
+      table.integer('tag_id').unsigned().notNullable();
+      table.integer('option_id').unsigned().notNullable();
+      table.timestamps();
+      table.primary(['account_transaction_id', 'tag_id']);
+      table.foreign('account_transaction_id').references('accounts_transactions.id').onDelete('CASCADE');
+      table.foreign('tag_id').references('tracking_tags.id').onDelete('CASCADE');
+      table.foreign('option_id').references('tracking_tag_options.id').onDelete('CASCADE');
+      table.index(['tag_id']);
+      table.index(['option_id']);
+      table.index(['account_transaction_id']);
+    });
+};
+
+exports.down = function(knex) {
+  return knex.schema
+    .dropTableIfExists('account_transaction_tracking_tags')
+    .dropTableIfExists('manual_journal_entry_tracking_tags')
+    .dropTableIfExists('item_entry_tracking_tags')
+    .dropTableIfExists('tracking_tag_options')
+    .dropTableIfExists('tracking_tags');
+};

packages/server/src/modules/Accounts/models/AccountTransaction.model.ts

@@ -230,6 +230,23 @@ export class AccountTransaction extends BaseModel {
         query.where('reference_id', referenceId);
         query.where('reference_type', referenceType);
       },
+
+      filterByTrackingTags(query, trackingTags: Array<{ tagId: number; optionId?: number }>) {
+        if (isEmpty(trackingTags)) {
+          return;
+        }
+        const tagIds = trackingTags.map((t) => t.tagId);
+        query.whereExists(
+          query
+            .knex()
+            .select(1)
+            .from('account_transaction_tracking_tags')
+            .whereRaw(
+              'account_transaction_tracking_tags.account_transaction_id = accounts_transactions.id',
+            )
+            .whereIn('account_transaction_tracking_tags.tag_id', tagIds),
+        );
+      },
     };
   }
 

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

@@ -99,6 +99,7 @@ import { UsersModule } from '../UsersModule/Users.module';
 import { ContactsModule } from '../Contacts/Contacts.module';
 import { BankingPlaidModule } from '../BankingPlaid/BankingPlaid.module';
 import { CustomFieldsModule } from '../CustomFields/CustomFields.module';
+import { TrackingTagsModule } from '../TrackingTags/TrackingTags.module';
 import { BankingCategorizeModule } from '../BankingCategorize/BankingCategorize.module';
 import { ExchangeRatesModule } from '../ExchangeRates/ExchangeRates.module';
 import { TenantModelsInitializeModule } from '../Tenancy/TenantModelsInitialize.module';
@@ -258,6 +259,7 @@ import { AppThrottleModule } from './AppThrottle.module';
     UsersModule,
     ContactsModule,
     CustomFieldsModule,
+    TrackingTagsModule,
     SocketModule,
     ExchangeRatesModule,
   ],

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

@@ -11,6 +11,7 @@ import {
 } from 'class-validator';
 import { FinancialSheetBranchesQueryDto } from '../../dtos/FinancialSheetBranchesQuery.dto';
 import { ApiProperty } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class BalanceSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @ApiProperty({
@@ -173,4 +174,12 @@ export class BalanceSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @Transform(({ value }) => parseBoolean(value, false))
   @IsOptional()
   previousYearPercentageChange: boolean;
+
+  @ApiProperty({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+    required: false,
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -5,6 +5,7 @@ import {
   INumberFormatQuery,
 } from '../../types/Report.types';
 import { IFinancialTable } from '../../types/Table.types';
+import { ITrackingTagFilter } from '../../types/TrackingTagFilter.types';
 
 // Balance sheet schema nodes types.
 export enum BALANCE_SHEET_SCHEMA_NODE_TYPE {
@@ -63,6 +64,8 @@ export interface IBalanceSheetQuery extends IFinancialSheetBranchesQuery {
   previousYear: boolean;
   previousYearAmountChange: boolean;
   previousYearPercentageChange: boolean;
+
+  trackingTags?: ITrackingTagFilter[];
 }
 
 // Balance sheet meta.

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

@@ -401,5 +401,8 @@ export class BalanceSheetRepository extends R.compose(
     if (!isEmpty(this.query.branchesIds)) {
       query.modify('filterByBranches', this.query.branchesIds);
     }
+    if (!isEmpty(this.query.trackingTags)) {
+      query.modify('filterByTrackingTags', this.query.trackingTags);
+    }
   };
 }

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

@@ -173,5 +173,8 @@ export class CashFlowRepository {
     if (!isEmpty(query.branchesIds)) {
       knexQuery.modify('filterByBranches', query.branchesIds);
     }
+    if (!isEmpty(query.trackingTags)) {
+      knexQuery.modify('filterByTrackingTags', query.trackingTags);
+    }
   };
 }

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashFlowStatementQuery.dto.ts

@@ -11,6 +11,7 @@ import { NumberFormatQueryDto } from '@/modules/BankingTransactions/dtos/NumberF
 import { Transform, Type } from 'class-transformer';
 import { parseBoolean } from '@/utils/parse-boolean';
 import { ApiProperty } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class CashFlowStatementQueryDto extends FinancialSheetBranchesQueryDto {
   @ApiProperty({
@@ -92,4 +93,12 @@ export class CashFlowStatementQueryDto extends FinancialSheetBranchesQueryDto {
   @IsString()
   @IsOptional()
   basis: string;
+
+  @ApiProperty({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+    required: false,
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/Cashflow.types.ts

@@ -16,6 +16,7 @@ export interface ICashFlowStatementQuery {
   basis: string;
 
   branchesIds?: number[];
+  trackingTags?: Array<{ tagId: number; optionId?: number }>;
 }
 
 export interface ICashFlowStatementTotal {

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

@@ -1,6 +1,7 @@
 import { IsArray, IsOptional } from 'class-validator';
 import { ContactBalanceSummaryQueryDto } from '../ContactBalanceSummary/ContactBalanceSummaryQuery.dto';
 import { ApiPropertyOptional } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class CustomerBalanceSummaryQueryDto extends ContactBalanceSummaryQueryDto {
   @ApiPropertyOptional({
@@ -11,4 +12,11 @@ export class CustomerBalanceSummaryQueryDto extends ContactBalanceSummaryQueryDt
   @IsArray()
   @IsOptional()
   customersIds: number[];
+
+  @ApiPropertyOptional({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -56,6 +56,7 @@ export class CustomerBalanceSummaryRepository {
    */
   public async getCustomersTransactions(
     asDate: any,
+    trackingTags?: Array<{ tagId: number; optionId?: number }>,
   ): Promise<ModelObject<AccountTransaction>[]> {
     // Retrieve the receivable accounts A/R.
     const receivableAccounts = await this.getReceivableAccounts();
@@ -67,6 +68,9 @@ export class CustomerBalanceSummaryRepository {
       .onBuild((query) => {
         query.whereIn('accountId', receivableAccountsIds);
         query.modify('filterDateRange', null, asDate);
+        if (!isEmpty(trackingTags)) {
+          query.modify('filterByTrackingTags', trackingTags);
+        }
         query.groupBy('contactId');
         query.sum('credit as credit');
         query.sum('debit as debit');

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

@@ -1,5 +1,6 @@
 import { IFinancialSheetCommonMeta, INumberFormatQuery } from "../../types/Report.types";
 import { IFinancialTable } from "../../types/Table.types";
+import { ITrackingTagFilter } from "../../types/TrackingTagFilter.types";
 
 export interface IGeneralLedgerSheetQuery {
   fromDate: Date | string;
@@ -10,6 +11,19 @@ export interface IGeneralLedgerSheetQuery {
   noneTransactions: boolean;
   accountsIds: number[];
   branchesIds?: number[];
+  trackingTags?: ITrackingTagFilter[];
+}
+
+export interface IGeneralLedgerSheetQuery {
+  fromDate: Date | string;
+  toDate: Date | string;
+  basis: string;
+  numberFormat: IGeneralLedgerNumberFormat;
+  dateFormat?: string;
+  noneTransactions: boolean;
+  accountsIds: number[];
+  branchesIds?: number[];
+  trackingTags?: ITrackingTagFilter[];
 }
 
 export interface IGeneralLedgerNumberFormat extends INumberFormatQuery{

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

@@ -119,6 +119,9 @@ export class GeneralLedgerRepository {
         if (!isEmpty(this.filter.branchesIds)) {
           query.modify('filterByBranches', this.filter.branchesIds);
         }
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
         query.orderBy('date', 'ASC');
 
         if (this.filter.accountsIds?.length > 0) {
@@ -146,6 +149,9 @@ export class GeneralLedgerRepository {
         if (!isEmpty(this.filter.branchesIds)) {
           query.modify('filterByBranches', this.filter.branchesIds);
         }
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
         query.withGraphFetched('account');
       });
     // Accounts opening transactions.

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

@@ -10,6 +10,7 @@ import {
 import { Type } from 'class-transformer';
 import { FinancialSheetBranchesQueryDto } from '../../dtos/FinancialSheetBranchesQuery.dto';
 import { ApiPropertyOptional } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 class JournalSheetNumberFormatQueryDto {
   @ApiPropertyOptional({
@@ -93,4 +94,11 @@ export class JournalSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @IsNumber()
   @IsOptional()
   toRange: number;
+
+  @ApiPropertyOptional({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -6,6 +6,7 @@ import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
 import { TenancyContext } from '@/modules/Tenancy/TenancyContext.service';
 import { transformToMap } from '@/utils/transform-to-key';
 import { Inject } from '@nestjs/common';
+import { isEmpty } from 'lodash';
 import { ModelObject } from 'objection';
 
 export class JournalSheetRepository {
@@ -112,6 +113,9 @@ export class JournalSheetRepository {
         if (this.filter.transactionType && this.filter.transactionId) {
           query.where('reference_id', this.filter.transactionId);
         }
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
         query.withGraphFetched('account');
       });
     this.accountTransactions = transactions;

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

@@ -5,6 +5,7 @@ import {
   INumberFormatQuery,
 } from '../../types/Report.types';
 import { IFinancialTable } from '../../types/Table.types';
+import { ITrackingTagFilter } from '../../types/TrackingTagFilter.types';
 
 export enum ProfitLossAggregateNodeId {
   INCOME = 'INCOME',
@@ -86,6 +87,8 @@ export interface IProfitLossSheetQuery extends IFinancialSheetBranchesQuery {
   previousYear: boolean;
   previousYearAmountChange: boolean;
   previousYearPercentageChange: boolean;
+
+  trackingTags?: ITrackingTagFilter[];
 }
 
 export interface IProfitLossSheetTotal {

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

@@ -14,6 +14,7 @@ import { Transform, Type } from 'class-transformer';
 import { ToNumber } from '@/common/decorators/Validators';
 import { parseBoolean } from '@/utils/parse-boolean';
 import { NumberFormatQueryDto } from '@/modules/BankingTransactions/dtos/NumberFormatQuery.dto';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class ProfitLossSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @IsString()
@@ -136,4 +137,11 @@ export class ProfitLossSheetQueryDto extends FinancialSheetBranchesQueryDto {
     description: 'Whether to show previous year percentage change',
   })
   previousYearPercentageChange: boolean;
+
+  @ApiPropertyOptional({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -363,6 +363,9 @@ export class ProfitLossSheetRepository extends R.compose(FinancialDatePeriods)(
     if (!isEmpty(this.query.query.branchesIds)) {
       query.modify('filterByBranches', this.query.query.branchesIds);
     }
+    if (!isEmpty(this.query.query.trackingTags)) {
+      query.modify('filterByTrackingTags', this.query.query.trackingTags);
+    }
   };
 
   /**

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

@@ -31,4 +31,5 @@ export interface ITransactionsByContactsFilter {
   numberFormat: INumberFormatQuery;
   noneTransactions: boolean;
   noneZero: boolean;
+  trackingTags?: Array<{ tagId: number; optionId?: number }>;
 }

packages/server/src/modules/FinancialStatements/modules/TransactionsByCustomer/TransactionsByCustomerQuery.dto.ts

@@ -1,8 +1,17 @@
 import { IsArray, IsOptional } from 'class-validator';
 import { TransactionsByContactQueryDto } from '../TransactionsByContact/TransactionsByContactQuery.dto';
+import { ApiPropertyOptional } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class TransactionsByCustomerQueryDto extends TransactionsByContactQueryDto {
   @IsArray()
   @IsOptional()
   customersIds: number[];
+
+  @ApiPropertyOptional({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -236,7 +236,12 @@ export class TransactionsByCustomersRepository extends TransactionsByContactRepo
         openingDate,
         receivableAccountsIds,
         customersIds,
-      );
+      )
+      .onBuild((query) => {
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
+      });
     return openingTransactions;
   }
 
@@ -264,6 +269,10 @@ export class TransactionsByCustomersRepository extends TransactionsByContactRepo
 
         // Filter by accounts.
         query.whereIn('accountId', receivableAccountsIds);
+
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
       });
     return transactions;
   }

packages/server/src/modules/FinancialStatements/modules/TransactionsByReference/TransactionsByReferenceQuery.dto.ts

@@ -1,5 +1,6 @@
-import { IsNotEmpty, IsString } from 'class-validator';
+import { IsNotEmpty, IsOptional, IsString } from 'class-validator';
 import { ApiProperty } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class TransactionsByReferenceQueryDto {
   @IsString()
@@ -19,4 +20,12 @@ export class TransactionsByReferenceQueryDto {
     required: true,
   })
   referenceId: number;
+
+  @ApiProperty({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+    required: false,
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

packages/server/src/modules/FinancialStatements/modules/TransactionsByReference/TransactionsByReferenceRepository.ts

@@ -2,6 +2,7 @@ import { AccountTransaction } from '@/modules/Accounts/models/AccountTransaction
 import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
 import { Inject, Injectable } from '@nestjs/common';
 import { ModelObject } from 'objection';
+import { isEmpty } from 'lodash';
 
 @Injectable()
 export class TransactionsByReferenceRepository {
@@ -21,12 +22,18 @@ export class TransactionsByReferenceRepository {
   public async getTransactions(
     referenceId: number,
     referenceType: string,
+    trackingTags?: Array<{ tagId: number; optionId?: number }>,
   ): Promise<Array<ModelObject<AccountTransaction>>> {
     return this.accountTransactionModel()
       .query()
       .skipUndefined()
       .where('reference_id', referenceId)
       .where('reference_type', referenceType)
+      .onBuild((query) => {
+        if (!isEmpty(trackingTags)) {
+          query.modify('filterByTrackingTags', trackingTags);
+        }
+      })
       .withGraphFetched('account');
   }
 }

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

@@ -1,6 +1,7 @@
 import { IsArray, IsOptional } from 'class-validator';
 import { TransactionsByContactQueryDto } from '../TransactionsByContact/TransactionsByContactQuery.dto';
 import { ApiPropertyOptional } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class TransactionsByVendorQueryDto extends TransactionsByContactQueryDto {
   @IsArray()
@@ -10,4 +11,11 @@ export class TransactionsByVendorQueryDto extends TransactionsByContactQueryDto
     example: [1, 2, 3],
   })
   vendorsIds: number[];
+
+  @ApiPropertyOptional({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -242,7 +242,12 @@ export class TransactionsByVendorRepository extends TransactionsByContactReposit
         openingDate,
         payableAccountsIds,
         customersIds,
-      );
+      )
+      .onBuild((query) => {
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
+      });
     return openingTransactions;
   }
 
@@ -270,6 +275,10 @@ export class TransactionsByVendorRepository extends TransactionsByContactReposit
 
         // Filter by accounts.
         query.whereIn('accountId', receivableAccountsIds);
+
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
       });
     return transactions;
   }

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

@@ -1,5 +1,6 @@
 import { IFinancialSheetCommonMeta, INumberFormatQuery } from "../../types/Report.types";
 import { IFinancialTable } from "../../types/Table.types";
+import { ITrackingTagFilter } from "../../types/TrackingTagFilter.types";
 
 export interface ITrialBalanceSheetQuery {
   fromDate: Date | string;
@@ -11,6 +12,7 @@ export interface ITrialBalanceSheetQuery {
   onlyActive: boolean;
   accountIds: number[];
   branchesIds?: number[];
+  trackingTags?: ITrackingTagFilter[];
 }
 
 export interface ITrialBalanceTotal {

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

@@ -12,6 +12,7 @@ import {
 import { Transform, Type } from 'class-transformer';
 import { parseBoolean } from '@/utils/parse-boolean';
 import { ApiProperty } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class TrialBalanceSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @ApiProperty({
@@ -92,4 +93,12 @@ export class TrialBalanceSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @IsArray()
   @IsOptional()
   accountIds: number[];
+
+  @ApiProperty({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+    required: false,
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -111,5 +111,9 @@ export class TrialBalanceSheetRepository {
       // @ts-ignore
       query.modify('filterByBranches', this.query.branchesIds);
     }
+    if (!isEmpty(this.query.trackingTags)) {
+      // @ts-ignore
+      query.modify('filterByTrackingTags', this.query.trackingTags);
+    }
   };
 }

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

@@ -11,6 +11,7 @@ export interface IVendorBalanceSummaryQuery {
   percentageColumn: boolean;
   noneTransactions: boolean;
   noneZero: boolean;
+  trackingTags?: Array<{ tagId: number; optionId?: number }>;
 }
 
 export interface IVendorBalanceSummaryAmount {

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

@@ -1,6 +1,7 @@
 import { IsArray, IsOptional } from 'class-validator';
 import { ContactBalanceSummaryQueryDto } from '../ContactBalanceSummary/ContactBalanceSummaryQuery.dto';
 import { ApiPropertyOptional } from '@nestjs/swagger';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class VendorBalanceSummaryQueryDto extends ContactBalanceSummaryQueryDto {
   @IsArray()
@@ -11,4 +12,11 @@ export class VendorBalanceSummaryQueryDto extends ContactBalanceSummaryQueryDto
     example: [1, 2, 3],
   })
   vendorsIds: number[];
+
+  @ApiPropertyOptional({
+    description: 'Tracking tags to filter the report',
+    type: [TrackingTagAssignmentDto],
+  })
+  @IsOptional()
+  trackingTags?: TrackingTagAssignmentDto[];
 }

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

@@ -138,6 +138,9 @@ export class VendorBalanceSummaryRepository {
       .onBuild((query) => {
         query.whereIn('accountId', payableAccountsIds);
         query.modify('filterDateRange', null, asDate);
+        if (!isEmpty(this.filter.trackingTags)) {
+          query.modify('filterByTrackingTags', this.filter.trackingTags);
+        }
         query.groupBy('contactId');
         query.sum('credit as credit');
         query.sum('debit as debit');

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

@@ -0,0 +1,4 @@
+export interface ITrackingTagFilter {
+  tagId: number;
+  optionId?: number;
+}

packages/server/src/modules/Ledger/LedgerEntriesStorage.service.ts

@@ -8,6 +8,7 @@ import {
 } from './types/Ledger.types';
 import { ILedger } from './types/Ledger.types';
 import { AccountTransaction } from '../Accounts/models/AccountTransaction.model';
+import { AccountTransactionTrackingTag } from '../TrackingTags/models/AccountTransactionTrackingTag';
 import { TenantModelProxy } from '../System/models/TenantBaseModel';
 
 // Filter the blank entries.
@@ -24,6 +25,11 @@ export class LedgerEntriesStorageService {
     private readonly accountTransactionModel: TenantModelProxy<
       typeof AccountTransaction
     >,
+
+    @Inject(AccountTransactionTrackingTag.name)
+    private readonly accountTransactionTrackingTagModel: TenantModelProxy<
+      typeof AccountTransactionTrackingTag
+    >,
   ) {}
 
   /**
@@ -71,7 +77,22 @@ export class LedgerEntriesStorageService {
   ): Promise<void> => {
     const transaction = transformLedgerEntryToTransaction(entry);
 
-    await this.accountTransactionModel().query(trx).insert(transaction);
+    const insertedTransaction = await this.accountTransactionModel()
+      .query(trx)
+      .insert(transaction);
+
+    // Save tracking tag associations if present.
+    if (entry.trackingTags?.length > 0) {
+      const tagAssociations = entry.trackingTags.map((tag) => ({
+        accountTransactionId: insertedTransaction.id,
+        tagId: tag.tagId,
+        optionId: tag.optionId,
+      }));
+
+      await this.accountTransactionTrackingTagModel()
+        .query(trx)
+        .insert(tagAssociations);
+    }
   };
 
   /**

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

@@ -69,6 +69,8 @@ export interface ILedgerEntry {
   createdAt?: Date | string;
 
   costable?: boolean;
+
+  trackingTags?: Array<{ tagId: number; optionId: number }>;
 }
 
 export interface ISaveLedgerEntryQueuePayload {

packages/server/src/modules/ManualJournals/commands/CreateManualJournal.service.ts

@@ -56,6 +56,18 @@ export class CreateManualJournalService {
     const authorizedUser = await this.tenancyContext.getSystemUser();
 
     const entries = R.compose(
+      // Map trackingTags to trackingTagAssociations for upsertGraph.
+      R.map((entry: any) => ({
+        ...entry,
+        ...(entry.trackingTags
+          ? {
+              trackingTagAssociations: entry.trackingTags.map((tag) => ({
+                tagId: tag.tagId,
+                optionId: tag.optionId,
+              })),
+            }
+          : {}),
+      })),
       // Associate the default index to each item entry.
       assocItemEntriesDefaultIndex,
     )(manualJournalDTO.entries);

packages/server/src/modules/ManualJournals/commands/EditManualJournal.service.ts

@@ -68,6 +68,18 @@ export class EditManualJournal {
     const amount = sumBy(manualJournalDTO.entries, 'credit') || 0;
     const date = moment(manualJournalDTO.date).format('YYYY-MM-DD');
 
+    const entries = manualJournalDTO.entries.map((entry: any) => ({
+      ...entry,
+      ...(entry.trackingTags
+        ? {
+            trackingTagAssociations: entry.trackingTags.map((tag) => ({
+              tagId: tag.tagId,
+              optionId: tag.optionId,
+            })),
+          }
+        : {}),
+    }));
+
     return {
       id: oldManualJournal.id,
       ...omit(manualJournalDTO, ['publish', 'attachments']),
@@ -76,6 +88,7 @@ export class EditManualJournal {
         : {}),
       amount,
       date,
+      entries,
     };
   };
 

packages/server/src/modules/ManualJournals/commands/ManualJournalGL.ts

@@ -52,6 +52,11 @@ export class ManualJournalGL {
   public getManualJournalEntry(entry: ManualJournalEntry): ILedgerEntry {
     const commonEntry = this.manualJournalCommonEntry;
 
+    const trackingTags = entry.trackingTagAssociations?.map((assoc) => ({
+      tagId: assoc.tagId,
+      optionId: assoc.optionId,
+    }));
+
     return {
       ...commonEntry,
       debit: entry.debit,
@@ -66,6 +71,7 @@ export class ManualJournalGL {
 
       branchId: entry.branchId,
       projectId: entry.projectId,
+      trackingTags,
     };
   }
 

packages/server/src/modules/ManualJournals/dtos/ManualJournal.dto.ts

@@ -16,6 +16,7 @@ import {
   Min,
   ValidateNested,
 } from 'class-validator';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class ManualJournalEntryDto {
   @ApiProperty({ description: 'Entry index' })
@@ -63,6 +64,17 @@ export class ManualJournalEntryDto {
   @IsOptional()
   @IsInt()
   projectId?: number;
+
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => TrackingTagAssignmentDto)
+  @ApiProperty({
+    description: 'The tracking tags of the manual journal entry',
+    type: [TrackingTagAssignmentDto],
+    required: false,
+  })
+  trackingTags?: TrackingTagAssignmentDto[];
 }
 
 class AttachmentDto {

packages/server/src/modules/ManualJournals/models/ManualJournalEntry.ts

@@ -18,6 +18,7 @@ export class ManualJournalEntry extends BaseModel {
   contact?: Contact;
   account?: Account;
   branch?: Branch;
+  trackingTagAssociations?: any[];
 
   /**
    * Table name.
@@ -40,6 +41,7 @@ export class ManualJournalEntry extends BaseModel {
     const { Account } = require('../../Accounts/models/Account.model');
     const { Contact } = require('../../Contacts/models/Contact');
     const { Branch } = require('../../Branches/models/Branch.model');
+    const { ManualJournalEntryTrackingTag } = require('../../TrackingTags/models/ManualJournalEntryTrackingTag');
 
     return {
       account: {
@@ -66,6 +68,15 @@ export class ManualJournalEntry extends BaseModel {
           to: 'branches.id',
         },
       },
+
+      trackingTagAssociations: {
+        relation: Model.HasManyRelation,
+        modelClass: ManualJournalEntryTrackingTag,
+        join: {
+          from: 'manual_journals_entries.id',
+          to: 'manual_journal_entry_tracking_tags.manualJournalEntryId',
+        },
+      },
     };
   }
 }

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

@@ -62,6 +62,7 @@ export enum AbilitySubject {
   Project = 'Project',
   TaxRate = 'TaxRate',
   CustomField = 'CustomField',
+  TrackingTag = 'TrackingTag',
 }
 
 export interface IRoleCreatedPayload {

packages/server/src/modules/SaleInvoices/commands/CommandSaleInvoiceDTOTransformer.service.ts

@@ -91,6 +91,19 @@ export class CommandSaleInvoiceDTOTransformer {
       // Remove tax code from entries.
       R.map(R.omit(['taxCode'])),
 
+      // Map trackingTags to trackingTagAssociations for upsertGraph.
+      R.map((entry: any) => ({
+        ...entry,
+        ...(entry.trackingTags
+          ? {
+              trackingTagAssociations: entry.trackingTags.map((tag) => ({
+                tagId: tag.tagId,
+                optionId: tag.optionId,
+              })),
+            }
+          : {}),
+      })),
+
       // Associate the default index for each item entry lin.
       assocItemEntriesDefaultIndex,
     )(asyncEntries);

packages/server/src/modules/SaleInvoices/ledger/InvoiceGL.ts

@@ -109,6 +109,11 @@ export class InvoiceGL {
       const localAmount =
         entry.totalExcludingTax * this.saleInvoice.exchangeRate;
 
+      const trackingTags = entry.trackingTagAssociations?.map((assoc) => ({
+        tagId: assoc.tagId,
+        optionId: assoc.optionId,
+      }));
+
       return {
         ...commonEntry,
         credit: localAmount,
@@ -119,6 +124,7 @@ export class InvoiceGL {
         accountNormal: AccountNormal.CREDIT,
         taxRateId: entry.taxRateId,
         taxRate: entry.taxRate,
+        trackingTags,
       };
     },
   );

packages/server/src/modules/Tenancy/TenancyModels/Tenancy.module.ts

@@ -40,6 +40,11 @@ import { PaymentReceived } from '@/modules/PaymentReceived/models/PaymentReceive
 import { Model } from 'objection';
 import { ClsModule } from 'nestjs-cls';
 import { TenantUser } from './models/TenantUser.model';
+import { TrackingTag } from '@/modules/TrackingTags/models/TrackingTag';
+import { TrackingTagOption } from '@/modules/TrackingTags/models/TrackingTagOption';
+import { ItemEntryTrackingTag } from '@/modules/TrackingTags/models/ItemEntryTrackingTag';
+import { ManualJournalEntryTrackingTag } from '@/modules/TrackingTags/models/ManualJournalEntryTrackingTag';
+import { AccountTransactionTrackingTag } from '@/modules/TrackingTags/models/AccountTransactionTrackingTag';
 
 const models = [
   Item,
@@ -80,6 +85,11 @@ const models = [
   PaymentReceived,
   PaymentReceivedEntry,
   TenantUser,
+  TrackingTag,
+  TrackingTagOption,
+  ItemEntryTrackingTag,
+  ManualJournalEntryTrackingTag,
+  AccountTransactionTrackingTag,
 ];
 
 /**

packages/server/src/modules/TrackingTags/TrackingTags.application.ts

@@ -0,0 +1,64 @@
+import { Injectable } from '@nestjs/common';
+import { CreateTrackingTagService } from './commands/CreateTrackingTag.service';
+import { EditTrackingTagService } from './commands/EditTrackingTag.service';
+import { DeleteTrackingTagService } from './commands/DeleteTrackingTag.service';
+import { GetTrackingTagsService } from './queries/GetTrackingTags.service';
+import { GetTrackingTagService } from './queries/GetTrackingTag.service';
+import { CreateTrackingTagDto, EditTrackingTagDto } from './dtos/TrackingTag.dto';
+import { TrackingTag } from './models/TrackingTag';
+
+@Injectable()
+export class TrackingTagsApplication {
+  constructor(
+    private createService: CreateTrackingTagService,
+    private editService: EditTrackingTagService,
+    private deleteService: DeleteTrackingTagService,
+    private getTagsService: GetTrackingTagsService,
+    private getTagService: GetTrackingTagService,
+  ) {}
+
+  /**
+   * Creates a new tracking tag.
+   * @param {CreateTrackingTagDto} dto
+   * @returns {Promise<TrackingTag>}
+   */
+  public createTrackingTag = (dto: CreateTrackingTagDto): Promise<TrackingTag> => {
+    return this.createService.createTrackingTag(dto);
+  };
+
+  /**
+   * Edits a tracking tag.
+   * @param {number} tagId
+   * @param {EditTrackingTagDto} dto
+   * @returns {Promise<TrackingTag>}
+   */
+  public editTrackingTag = (tagId: number, dto: EditTrackingTagDto): Promise<TrackingTag> => {
+    return this.editService.editTrackingTag(tagId, dto);
+  };
+
+  /**
+   * Deletes a tracking tag.
+   * @param {number} tagId
+   * @returns {Promise<void>}
+   */
+  public deleteTrackingTag = (tagId: number): Promise<void> => {
+    return this.deleteService.deleteTrackingTag(tagId);
+  };
+
+  /**
+   * Retrieves all tracking tags.
+   * @returns {Promise<TrackingTag[]>}
+   */
+  public getTrackingTags = (): Promise<TrackingTag[]> => {
+    return this.getTagsService.getTrackingTags();
+  };
+
+  /**
+   * Retrieves a tracking tag by ID.
+   * @param {number} tagId
+   * @returns {Promise<TrackingTag>}
+   */
+  public getTrackingTag = (tagId: number): Promise<TrackingTag> => {
+    return this.getTagService.getTrackingTag(tagId);
+  };
+}

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

@@ -0,0 +1,87 @@
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Post,
+  Put,
+  UseGuards,
+} from '@nestjs/common';
+import { TrackingTagsApplication } from './TrackingTags.application';
+import { ApiOperation, ApiResponse, ApiTags } from '@nestjs/swagger';
+import {
+  CreateTrackingTagDto,
+  EditTrackingTagDto,
+} from './dtos/TrackingTag.dto';
+import { ApiCommonHeaders } from '@/common/decorators/ApiCommonHeaders';
+import { RequirePermission } from '@/modules/Roles/RequirePermission.decorator';
+import { PermissionGuard } from '@/modules/Roles/Permission.guard';
+import { AuthorizationGuard } from '@/modules/Roles/Authorization.guard';
+import { AbilitySubject } from '@/modules/Roles/Roles.types';
+
+@Controller('tracking-tags')
+@ApiTags('Tracking Tags')
+@ApiCommonHeaders()
+@UseGuards(AuthorizationGuard, PermissionGuard)
+export class TrackingTagsController {
+  constructor(private readonly trackingTagsApplication: TrackingTagsApplication) {}
+
+  @Post()
+  @RequirePermission('Create', AbilitySubject.TrackingTag)
+  @ApiOperation({ summary: 'Create a new tracking tag.' })
+  @ApiResponse({
+    status: 201,
+    description: 'The tracking tag has been successfully created.',
+  })
+  public createTrackingTag(@Body() dto: CreateTrackingTagDto) {
+    return this.trackingTagsApplication.createTrackingTag(dto);
+  }
+
+  @Put(':id')
+  @RequirePermission('Edit', AbilitySubject.TrackingTag)
+  @ApiOperation({ summary: 'Edit the given tracking tag.' })
+  @ApiResponse({
+    status: 200,
+    description: 'The tracking tag has been successfully updated.',
+  })
+  public editTrackingTag(
+    @Param('id') tagId: number,
+    @Body() dto: EditTrackingTagDto,
+  ) {
+    return this.trackingTagsApplication.editTrackingTag(tagId, dto);
+  }
+
+  @Delete(':id')
+  @RequirePermission('Delete', AbilitySubject.TrackingTag)
+  @ApiOperation({ summary: 'Delete the given tracking tag.' })
+  @ApiResponse({
+    status: 200,
+    description: 'The tracking tag has been successfully deleted.',
+  })
+  public deleteTrackingTag(@Param('id') tagId: number) {
+    return this.trackingTagsApplication.deleteTrackingTag(tagId);
+  }
+
+  @Get()
+  @RequirePermission('View', AbilitySubject.TrackingTag)
+  @ApiOperation({ summary: 'Retrieves all tracking tags.' })
+  @ApiResponse({
+    status: 200,
+    description: 'The tracking tags have been successfully retrieved.',
+  })
+  public getTrackingTags() {
+    return this.trackingTagsApplication.getTrackingTags();
+  }
+
+  @Get(':id')
+  @RequirePermission('View', AbilitySubject.TrackingTag)
+  @ApiOperation({ summary: 'Retrieves the tracking tag details.' })
+  @ApiResponse({
+    status: 200,
+    description: 'The tracking tag details have been successfully retrieved.',
+  })
+  public getTrackingTag(@Param('id') tagId: number) {
+    return this.trackingTagsApplication.getTrackingTag(tagId);
+  }
+}

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

@@ -0,0 +1,41 @@
+import { Module } from '@nestjs/common';
+import { TrackingTagsController } from './TrackingTags.controller';
+import { TrackingTagsApplication } from './TrackingTags.application';
+import { CreateTrackingTagService } from './commands/CreateTrackingTag.service';
+import { EditTrackingTagService } from './commands/EditTrackingTag.service';
+import { DeleteTrackingTagService } from './commands/DeleteTrackingTag.service';
+import { GetTrackingTagsService } from './queries/GetTrackingTags.service';
+import { GetTrackingTagService } from './queries/GetTrackingTag.service';
+import { RegisterTenancyModel } from '../Tenancy/TenancyModels/Tenancy.module';
+import { TrackingTag } from './models/TrackingTag';
+import { TrackingTagOption } from './models/TrackingTagOption';
+import { ItemEntryTrackingTag } from './models/ItemEntryTrackingTag';
+import { ManualJournalEntryTrackingTag } from './models/ManualJournalEntryTrackingTag';
+import { AccountTransactionTrackingTag } from './models/AccountTransactionTrackingTag';
+
+const models = [
+  RegisterTenancyModel(TrackingTag),
+  RegisterTenancyModel(TrackingTagOption),
+  RegisterTenancyModel(ItemEntryTrackingTag),
+  RegisterTenancyModel(ManualJournalEntryTrackingTag),
+  RegisterTenancyModel(AccountTransactionTrackingTag),
+];
+
+@Module({
+  imports: [...models],
+  controllers: [TrackingTagsController],
+  providers: [
+    TrackingTagsApplication,
+    CreateTrackingTagService,
+    EditTrackingTagService,
+    DeleteTrackingTagService,
+    GetTrackingTagsService,
+    GetTrackingTagService,
+  ],
+  exports: [
+    GetTrackingTagsService,
+    GetTrackingTagService,
+    ...models,
+  ],
+})
+export class TrackingTagsModule {}

packages/server/src/modules/TrackingTags/commands/CreateTrackingTag.service.ts

@@ -0,0 +1,34 @@
+import { Injectable } from '@nestjs/common';
+import { Inject } from '@nestjs/common';
+import { TrackingTag } from '../models/TrackingTag';
+import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
+import { CreateTrackingTagDto } from '../dtos/TrackingTag.dto';
+
+@Injectable()
+export class CreateTrackingTagService {
+  constructor(
+    @Inject(TrackingTag.name)
+    private trackingTagModel: TenantModelProxy<typeof TrackingTag>,
+  ) {}
+
+  /**
+   * Creates a new tracking tag with options.
+   * @param {CreateTrackingTagDto} dto
+   * @returns {Promise<TrackingTag>}
+   */
+  public createTrackingTag = async (dto: CreateTrackingTagDto): Promise<TrackingTag> => {
+    const tag = await this.trackingTagModel()
+      .query()
+      .insertGraphAndFetch({
+        name: dto.name,
+        description: dto.description,
+        active: dto.active,
+        options: dto.options.map((opt) => ({
+          name: opt.name,
+          active: opt.active,
+        })),
+      });
+
+    return tag;
+  };
+}

packages/server/src/modules/TrackingTags/commands/DeleteTrackingTag.service.ts

@@ -0,0 +1,26 @@
+import { Injectable } from '@nestjs/common';
+import { Inject } from '@nestjs/common';
+import { TrackingTag } from '../models/TrackingTag';
+import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
+
+@Injectable()
+export class DeleteTrackingTagService {
+  constructor(
+    @Inject(TrackingTag.name)
+    private trackingTagModel: TenantModelProxy<typeof TrackingTag>,
+  ) {}
+
+  /**
+   * Deletes a tracking tag.
+   * @param {number} tagId
+   * @returns {Promise<void>}
+   */
+  public deleteTrackingTag = async (tagId: number): Promise<void> => {
+    const tag = await this.trackingTagModel()
+      .query()
+      .findById(tagId)
+      .throwIfNotFound();
+
+    await this.trackingTagModel().query().deleteById(tagId);
+  };
+}

packages/server/src/modules/TrackingTags/commands/EditTrackingTag.service.ts

@@ -0,0 +1,58 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+import { Inject } from '@nestjs/common';
+import { TrackingTag } from '../models/TrackingTag';
+import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
+import { EditTrackingTagDto } from '../dtos/TrackingTag.dto';
+
+@Injectable()
+export class EditTrackingTagService {
+  constructor(
+    @Inject(TrackingTag.name)
+    private trackingTagModel: TenantModelProxy<typeof TrackingTag>,
+  ) {}
+
+  /**
+   * Edits a tracking tag.
+   * @param {number} tagId
+   * @param {EditTrackingTagDto} dto
+   * @returns {Promise<TrackingTag>}
+   */
+  public editTrackingTag = async (
+    tagId: number,
+    dto: EditTrackingTagDto,
+  ): Promise<TrackingTag> => {
+    const tag = await this.trackingTagModel()
+      .query()
+      .findById(tagId)
+      .throwIfNotFound();
+
+    const updatePayload: any = {};
+
+    if (dto.name !== undefined) updatePayload.name = dto.name;
+    if (dto.description !== undefined) updatePayload.description = dto.description;
+    if (dto.active !== undefined) updatePayload.active = dto.active;
+
+    if (dto.options) {
+      updatePayload.options = dto.options.map((opt) => ({
+        ...(opt.id ? { id: opt.id } : {}),
+        name: opt.name,
+        active: opt.active,
+      }));
+    }
+
+    await this.trackingTagModel()
+      .query()
+      .upsertGraphAndFetch({
+        id: tagId,
+        ...updatePayload,
+      });
+
+    const updatedTag = await this.trackingTagModel()
+      .query()
+      .findById(tagId)
+      .withGraphFetched('options')
+      .throwIfNotFound();
+
+    return updatedTag;
+  };
+}

packages/server/src/modules/TrackingTags/dtos/AssignTrackingTags.dto.ts

@@ -0,0 +1,22 @@
+import { ApiProperty } from '@nestjs/swagger';
+import { IsInt, IsNotEmpty, IsOptional, ValidateNested } from 'class-validator';
+import { Type } from 'class-transformer';
+
+export class TrackingTagAssignmentDto {
+  @IsInt()
+  @IsNotEmpty()
+  @ApiProperty({ description: 'Tag ID', example: 1 })
+  tagId: number;
+
+  @IsInt()
+  @IsOptional()
+  @ApiProperty({ description: 'Option ID', example: 5 })
+  optionId?: number;
+}
+
+export class AssignTrackingTagsDto {
+  @ValidateNested({ each: true })
+  @Type(() => TrackingTagAssignmentDto)
+  @ApiProperty({ description: 'Tracking tag assignments', type: [TrackingTagAssignmentDto] })
+  assignments: TrackingTagAssignmentDto[];
+}

packages/server/src/modules/TrackingTags/dtos/TrackingTag.dto.ts

@@ -0,0 +1,99 @@
+import { ApiProperty } from '@nestjs/swagger';
+import {
+  IsArray,
+  IsBoolean,
+  IsInt,
+  IsNotEmpty,
+  IsOptional,
+  IsString,
+  ValidateNested,
+} from 'class-validator';
+import { Type } from 'class-transformer';
+
+export class TrackingTagOptionDto {
+  @IsInt()
+  @IsOptional()
+  @ApiProperty({ description: 'Option ID (for updates)', required: false })
+  id?: number;
+
+  @IsString()
+  @IsNotEmpty()
+  @ApiProperty({ description: 'Option name', example: 'New York' })
+  name: string;
+
+  @IsBoolean()
+  @IsOptional()
+  @ApiProperty({ description: 'Whether the option is active', required: false, example: true })
+  active?: boolean = true;
+}
+
+export class CreateTrackingTagDto {
+  @IsString()
+  @IsNotEmpty()
+  @ApiProperty({ description: 'Tag name', example: 'Location' })
+  name: string;
+
+  @IsString()
+  @IsOptional()
+  @ApiProperty({ description: 'Tag description', required: false, example: 'Business location tracking' })
+  description?: string;
+
+  @IsBoolean()
+  @IsOptional()
+  @ApiProperty({ description: 'Whether the tag is active', required: false, example: true })
+  active?: boolean = true;
+
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => TrackingTagOptionDto)
+  @ApiProperty({ description: 'Tag options', type: [TrackingTagOptionDto] })
+  options: TrackingTagOptionDto[];
+}
+
+export class EditTrackingTagDto {
+  @IsString()
+  @IsOptional()
+  @ApiProperty({ description: 'Tag name', required: false, example: 'Location' })
+  name?: string;
+
+  @IsString()
+  @IsOptional()
+  @ApiProperty({ description: 'Tag description', required: false, example: 'Business location tracking' })
+  description?: string;
+
+  @IsBoolean()
+  @IsOptional()
+  @ApiProperty({ description: 'Whether the tag is active', required: false, example: true })
+  active?: boolean;
+
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => TrackingTagOptionDto)
+  @IsOptional()
+  @ApiProperty({ description: 'Tag options', type: [TrackingTagOptionDto], required: false })
+  options?: TrackingTagOptionDto[];
+}
+
+export class CreateTrackingTagOptionDto {
+  @IsString()
+  @IsNotEmpty()
+  @ApiProperty({ description: 'Option name', example: 'New York' })
+  name: string;
+
+  @IsBoolean()
+  @IsOptional()
+  @ApiProperty({ description: 'Whether the option is active', required: false, example: true })
+  active?: boolean = true;
+}
+
+export class EditTrackingTagOptionDto {
+  @IsString()
+  @IsOptional()
+  @ApiProperty({ description: 'Option name', required: false, example: 'New York' })
+  name?: string;
+
+  @IsBoolean()
+  @IsOptional()
+  @ApiProperty({ description: 'Whether the option is active', required: false, example: true })
+  active?: boolean;
+}

packages/server/src/modules/TrackingTags/models/AccountTransactionTrackingTag.ts

@@ -0,0 +1,60 @@
+import { Model } from 'objection';
+import { BaseModel } from '@/models/Model';
+import { TrackingTag } from './TrackingTag';
+import { TrackingTagOption } from './TrackingTagOption';
+import { AccountTransaction } from '@/modules/Accounts/models/AccountTransaction.model';
+
+export class AccountTransactionTrackingTag extends BaseModel {
+  public accountTransactionId!: number;
+  public tagId!: number;
+  public optionId!: number;
+
+  public tag!: TrackingTag;
+  public option!: TrackingTagOption;
+  public accountTransaction!: AccountTransaction;
+
+  static get tableName() {
+    return 'account_transaction_tracking_tags';
+  }
+
+  static get idColumn() {
+    return ['accountTransactionId', 'tagId'];
+  }
+
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  static get relationMappings() {
+    const { TrackingTag } = require('./TrackingTag');
+    const { TrackingTagOption } = require('./TrackingTagOption');
+    const { AccountTransaction } = require('../../Accounts/models/AccountTransaction.model');
+
+    return {
+      tag: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTag,
+        join: {
+          from: 'account_transaction_tracking_tags.tagId',
+          to: 'tracking_tags.id',
+        },
+      },
+      option: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTagOption,
+        join: {
+          from: 'account_transaction_tracking_tags.optionId',
+          to: 'tracking_tag_options.id',
+        },
+      },
+      accountTransaction: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: AccountTransaction,
+        join: {
+          from: 'account_transaction_tracking_tags.accountTransactionId',
+          to: 'accounts_transactions.id',
+        },
+      },
+    };
+  }
+}

packages/server/src/modules/TrackingTags/models/ItemEntryTrackingTag.ts

@@ -0,0 +1,60 @@
+import { Model } from 'objection';
+import { BaseModel } from '@/models/Model';
+import { TrackingTag } from './TrackingTag';
+import { TrackingTagOption } from './TrackingTagOption';
+import { ItemEntry } from '@/modules/TransactionItemEntry/models/ItemEntry';
+
+export class ItemEntryTrackingTag extends BaseModel {
+  public itemEntryId!: number;
+  public tagId!: number;
+  public optionId!: number;
+
+  public tag!: TrackingTag;
+  public option!: TrackingTagOption;
+  public itemEntry!: ItemEntry;
+
+  static get tableName() {
+    return 'item_entry_tracking_tags';
+  }
+
+  static get idColumn() {
+    return ['itemEntryId', 'tagId'];
+  }
+
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  static get relationMappings() {
+    const { TrackingTag } = require('./TrackingTag');
+    const { TrackingTagOption } = require('./TrackingTagOption');
+    const { ItemEntry } = require('../../TransactionItemEntry/models/ItemEntry');
+
+    return {
+      tag: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTag,
+        join: {
+          from: 'item_entry_tracking_tags.tagId',
+          to: 'tracking_tags.id',
+        },
+      },
+      option: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTagOption,
+        join: {
+          from: 'item_entry_tracking_tags.optionId',
+          to: 'tracking_tag_options.id',
+        },
+      },
+      itemEntry: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: ItemEntry,
+        join: {
+          from: 'item_entry_tracking_tags.itemEntryId',
+          to: 'items_entries.id',
+        },
+      },
+    };
+  }
+}

packages/server/src/modules/TrackingTags/models/ManualJournalEntryTrackingTag.ts

@@ -0,0 +1,60 @@
+import { Model } from 'objection';
+import { BaseModel } from '@/models/Model';
+import { TrackingTag } from './TrackingTag';
+import { TrackingTagOption } from './TrackingTagOption';
+import { ManualJournalEntry } from '@/modules/ManualJournals/models/ManualJournalEntry';
+
+export class ManualJournalEntryTrackingTag extends BaseModel {
+  public manualJournalEntryId!: number;
+  public tagId!: number;
+  public optionId!: number;
+
+  public tag!: TrackingTag;
+  public option!: TrackingTagOption;
+  public manualJournalEntry!: ManualJournalEntry;
+
+  static get tableName() {
+    return 'manual_journal_entry_tracking_tags';
+  }
+
+  static get idColumn() {
+    return ['manualJournalEntryId', 'tagId'];
+  }
+
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  static get relationMappings() {
+    const { TrackingTag } = require('./TrackingTag');
+    const { TrackingTagOption } = require('./TrackingTagOption');
+    const { ManualJournalEntry } = require('../../ManualJournals/models/ManualJournalEntry');
+
+    return {
+      tag: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTag,
+        join: {
+          from: 'manual_journal_entry_tracking_tags.tagId',
+          to: 'tracking_tags.id',
+        },
+      },
+      option: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTagOption,
+        join: {
+          from: 'manual_journal_entry_tracking_tags.optionId',
+          to: 'tracking_tag_options.id',
+        },
+      },
+      manualJournalEntry: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: ManualJournalEntry,
+        join: {
+          from: 'manual_journal_entry_tracking_tags.manualJournalEntryId',
+          to: 'manual_journals_entries.id',
+        },
+      },
+    };
+  }
+}

packages/server/src/modules/TrackingTags/models/TrackingTag.ts

@@ -0,0 +1,37 @@
+import { Model } from 'objection';
+import { TenantBaseModel } from '@/modules/System/models/TenantBaseModel';
+import { TrackingTagOption } from './TrackingTagOption';
+
+export class TrackingTag extends TenantBaseModel {
+  public name!: string;
+  public description!: string | null;
+  public active!: boolean;
+
+  public options!: TrackingTagOption[];
+
+  static get tableName() {
+    return 'tracking_tags';
+  }
+
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  static get relationMappings() {
+    const { TrackingTagOption } = require('./TrackingTagOption');
+
+    return {
+      options: {
+        relation: Model.HasManyRelation,
+        modelClass: TrackingTagOption,
+        join: {
+          from: 'tracking_tags.id',
+          to: 'tracking_tag_options.tagId',
+        },
+        filter(query) {
+          query.where('active', true);
+        },
+      },
+    };
+  }
+}

packages/server/src/modules/TrackingTags/models/TrackingTagOption.ts

@@ -0,0 +1,34 @@
+import { Model } from 'objection';
+import { BaseModel } from '@/models/Model';
+import { TrackingTag } from './TrackingTag';
+
+export class TrackingTagOption extends BaseModel {
+  public tagId!: number;
+  public name!: string;
+  public active!: boolean;
+
+  public tag!: TrackingTag;
+
+  static get tableName() {
+    return 'tracking_tag_options';
+  }
+
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  static get relationMappings() {
+    const { TrackingTag } = require('./TrackingTag');
+
+    return {
+      tag: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TrackingTag,
+        join: {
+          from: 'tracking_tag_options.tagId',
+          to: 'tracking_tags.id',
+        },
+      },
+    };
+  }
+}

packages/server/src/modules/TrackingTags/queries/GetTrackingTag.service.ts

@@ -0,0 +1,30 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+import { Inject } from '@nestjs/common';
+import { TrackingTag } from '../models/TrackingTag';
+import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
+
+@Injectable()
+export class GetTrackingTagService {
+  constructor(
+    @Inject(TrackingTag.name)
+    private trackingTagModel: TenantModelProxy<typeof TrackingTag>,
+  ) {}
+
+  /**
+   * Retrieves a tracking tag by ID with its options.
+   * @param {number} tagId
+   * @returns {Promise<TrackingTag>}
+   */
+  public getTrackingTag = async (tagId: number): Promise<TrackingTag> => {
+    const tag = await this.trackingTagModel()
+      .query()
+      .findById(tagId)
+      .withGraphFetched('options');
+
+    if (!tag) {
+      throw new NotFoundException('Tracking tag not found.');
+    }
+
+    return tag;
+  };
+}

packages/server/src/modules/TrackingTags/queries/GetTrackingTags.service.ts

@@ -0,0 +1,22 @@
+import { Injectable } from '@nestjs/common';
+import { Inject } from '@nestjs/common';
+import { TrackingTag } from '../models/TrackingTag';
+import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
+
+@Injectable()
+export class GetTrackingTagsService {
+  constructor(
+    @Inject(TrackingTag.name)
+    private trackingTagModel: TenantModelProxy<typeof TrackingTag>,
+  ) {}
+
+  /**
+   * Retrieves all tracking tags with their options.
+   * @returns {Promise<TrackingTag[]>}
+   */
+  public getTrackingTags = async (): Promise<TrackingTag[]> => {
+    return this.trackingTagModel()
+      .query()
+      .withGraphFetched('options');
+  };
+}

packages/server/src/modules/TransactionItemEntry/dto/ItemEntry.dto.ts

@@ -2,6 +2,7 @@ import { ToNumber } from '@/common/decorators/Validators';
 import { DiscountType } from '@/common/types/Discount';
 import { ApiProperty } from '@nestjs/swagger';
 import {
+  IsArray,
   IsEnum,
   IsIn,
   IsInt,
@@ -9,7 +10,10 @@ import {
   IsNumber,
   IsOptional,
   IsString,
+  ValidateNested,
 } from 'class-validator';
+import { Type } from 'class-transformer';
+import { TrackingTagAssignmentDto } from '@/modules/TrackingTags/dtos/AssignTrackingTags.dto';
 
 export class ItemEntryDto {
   @IsInt()
@@ -153,4 +157,15 @@ export class ItemEntryDto {
     example: 1021,
   })
   costAccountId?: number;
+
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => TrackingTagAssignmentDto)
+  @ApiProperty({
+    description: 'The tracking tags of the item entry',
+    type: [TrackingTagAssignmentDto],
+    required: false,
+  })
+  trackingTags?: TrackingTagAssignmentDto[];
 }

packages/server/src/modules/TransactionItemEntry/models/ItemEntry.ts

@@ -39,6 +39,7 @@ export class ItemEntry extends BaseModel {
 
   item: Item;
   allocatedCostEntries: BillLandedCostEntry[];
+  trackingTagAssociations: any[];
 
   /**
    * Table name.
@@ -190,6 +191,7 @@ export class ItemEntry extends BaseModel {
     const { SaleReceipt } = require('../../SaleReceipts/models/SaleReceipt');
     const { SaleEstimate } = require('../../SaleEstimates/models/SaleEstimate');
     const { TaxRateModel } = require('../../TaxRates/models/TaxRate.model');
+    const { ItemEntryTrackingTag } = require('../../TrackingTags/models/ItemEntryTrackingTag');
     // const { Expense } = require('../../Expenses/models/Expense.model');
     // const ProjectTask = require('models/Task');
 
@@ -297,6 +299,18 @@ export class ItemEntry extends BaseModel {
           to: 'tax_rates.id',
         },
       },
+
+      /**
+       * Tracking tag associations.
+       */
+      trackingTagAssociations: {
+        relation: Model.HasManyRelation,
+        modelClass: ItemEntryTrackingTag,
+        join: {
+          from: 'items_entries.id',
+          to: 'item_entry_tracking_tags.itemEntryId',
+        },
+      },
     };
   }
 }

packages/webapp/src/hooks/query/tracking-tags.ts

@@ -0,0 +1,95 @@
+// @ts-nocheck
+import { useMutation, useQueryClient } from 'react-query';
+import { useRequestQuery } from '../useQueryRequest';
+import QUERY_TYPES from './types';
+import useApiRequest from '../useRequest';
+
+// Common invalidate queries.
+const commonInvalidateQueries = (queryClient) => {
+  queryClient.invalidateQueries(QUERY_TYPES.TRACKING_TAGS);
+};
+
+/**
+ * Retrieves tracking tags.
+ */
+export function useTrackingTags(props) {
+  return useRequestQuery(
+    [QUERY_TYPES.TRACKING_TAGS],
+    {
+      method: 'get',
+      url: `tracking-tags`,
+    },
+    {
+      select: (res) => res.data,
+      defaultData: [],
+      ...props,
+    },
+  );
+}
+
+/**
+ * Retrieves tracking tag.
+ * @param {number} tagId - Tracking tag id.
+ */
+export function useTrackingTag(tagId: string, props) {
+  return useRequestQuery(
+    [QUERY_TYPES.TRACKING_TAGS, tagId],
+    {
+      method: 'get',
+      url: `tracking-tags/${tagId}`,
+    },
+    {
+      select: (res) => res.data,
+      ...props,
+    },
+  );
+}
+
+/**
+ * Creates a new tracking tag.
+ */
+export function useCreateTrackingTag(props) {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation((values) => apiRequest.post('tracking-tags', values), {
+    onSuccess: () => {
+      commonInvalidateQueries(queryClient);
+    },
+    ...props,
+  });
+}
+
+/**
+ * Edit the given tracking tag.
+ */
+export function useEditTrackingTag(props) {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation(
+    ([id, values]) => apiRequest.put(`tracking-tags/${id}`, values),
+    {
+      onSuccess: (res, id) => {
+        commonInvalidateQueries(queryClient);
+        queryClient.invalidateQueries([QUERY_TYPES.TRACKING_TAGS, id]);
+      },
+      ...props,
+    },
+  );
+}
+
+/**
+ * Delete the given tracking tag.
+ */
+export function useDeleteTrackingTag(props) {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation((id) => apiRequest.delete(`tracking-tags/${id}`), {
+    onSuccess: () => {
+      commonInvalidateQueries(queryClient);
+    },
+    ...props,
+  });
+}

packages/webapp/src/hooks/query/types.tsx

@@ -250,6 +250,11 @@ const CUSTOM_FIELDS = {
   CUSTOM_FIELD: 'CUSTOM_FIELD',
 };
 
+const TRACKING_TAGS = {
+  TRACKING_TAGS: 'TRACKING_TAGS',
+  TRACKING_TAG: 'TRACKING_TAG',
+};
+
 export default {
   ...Authentication,
   ...ACCOUNTS,
@@ -287,4 +292,5 @@ export default {
   ...EXCHANGE_RATE,
   ...API_KEYS,
   ...CUSTOM_FIELDS,
+  ...TRACKING_TAGS,
 };

shared/sdk-ts/openapi.json

@@ -15341,6 +15341,26 @@
               "type": "boolean"
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -17016,6 +17036,26 @@
               }
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -17190,6 +17230,26 @@
               }
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -18870,6 +18930,26 @@
               }
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -19605,6 +19685,26 @@
               }
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -19741,6 +19841,26 @@
               "type": "boolean"
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -19796,6 +19916,26 @@
               "example": "1",
               "type": "number"
             }
+          },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
           }
         ],
         "responses": {
@@ -21099,6 +21239,26 @@
               "type": "number"
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -21644,6 +21804,26 @@
               "type": "boolean"
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -22077,6 +22257,26 @@
               "type": "string"
             }
           },
+          {
+            "description": "Tag ID",
+            "name": "tagId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 1,
+              "type": "number"
+            }
+          },
+          {
+            "description": "Option ID",
+            "name": "optionId",
+            "in": "query",
+            "required": true,
+            "schema": {
+              "example": 5,
+              "type": "number"
+            }
+          },
           {
             "name": "accept",
             "required": true,
@@ -24127,6 +24327,219 @@
         ]
       }
     },
+    "/api/tracking-tags": {
+      "post": {
+        "operationId": "TrackingTagsController_createTrackingTag",
+        "summary": "Create a new tracking tag.",
+        "parameters": [
+          {
+            "name": "Authorization",
+            "in": "header",
+            "description": "Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "example": "Bearer bc_1234567890abcdef"
+            }
+          },
+          {
+            "name": "organization-id",
+            "in": "header",
+            "description": "Required if Authorization is a JWT token. The organization ID to operate within.",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          }
+        ],
+        "requestBody": {
+          "required": true,
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/CreateTrackingTagDto"
+              }
+            }
+          }
+        },
+        "responses": {
+          "201": {
+            "description": "The tracking tag has been successfully created."
+          }
+        },
+        "tags": [
+          "Tracking Tags"
+        ]
+      },
+      "get": {
+        "operationId": "TrackingTagsController_getTrackingTags",
+        "summary": "Retrieves all tracking tags.",
+        "parameters": [
+          {
+            "name": "Authorization",
+            "in": "header",
+            "description": "Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "example": "Bearer bc_1234567890abcdef"
+            }
+          },
+          {
+            "name": "organization-id",
+            "in": "header",
+            "description": "Required if Authorization is a JWT token. The organization ID to operate within.",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "The tracking tags have been successfully retrieved."
+          }
+        },
+        "tags": [
+          "Tracking Tags"
+        ]
+      }
+    },
+    "/api/tracking-tags/{id}": {
+      "put": {
+        "operationId": "TrackingTagsController_editTrackingTag",
+        "summary": "Edit the given tracking tag.",
+        "parameters": [
+          {
+            "name": "Authorization",
+            "in": "header",
+            "description": "Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "example": "Bearer bc_1234567890abcdef"
+            }
+          },
+          {
+            "name": "organization-id",
+            "in": "header",
+            "description": "Required if Authorization is a JWT token. The organization ID to operate within.",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          },
+          {
+            "name": "id",
+            "required": true,
+            "in": "path",
+            "schema": {
+              "type": "number"
+            }
+          }
+        ],
+        "requestBody": {
+          "required": true,
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/EditTrackingTagDto"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "description": "The tracking tag has been successfully updated."
+          }
+        },
+        "tags": [
+          "Tracking Tags"
+        ]
+      },
+      "delete": {
+        "operationId": "TrackingTagsController_deleteTrackingTag",
+        "summary": "Delete the given tracking tag.",
+        "parameters": [
+          {
+            "name": "Authorization",
+            "in": "header",
+            "description": "Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "example": "Bearer bc_1234567890abcdef"
+            }
+          },
+          {
+            "name": "organization-id",
+            "in": "header",
+            "description": "Required if Authorization is a JWT token. The organization ID to operate within.",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          },
+          {
+            "name": "id",
+            "required": true,
+            "in": "path",
+            "schema": {
+              "type": "number"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "The tracking tag has been successfully deleted."
+          }
+        },
+        "tags": [
+          "Tracking Tags"
+        ]
+      },
+      "get": {
+        "operationId": "TrackingTagsController_getTrackingTag",
+        "summary": "Retrieves the tracking tag details.",
+        "parameters": [
+          {
+            "name": "Authorization",
+            "in": "header",
+            "description": "Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "example": "Bearer bc_1234567890abcdef"
+            }
+          },
+          {
+            "name": "organization-id",
+            "in": "header",
+            "description": "Required if Authorization is a JWT token. The organization ID to operate within.",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          },
+          {
+            "name": "id",
+            "required": true,
+            "in": "path",
+            "schema": {
+              "type": "number"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "The tracking tag details have been successfully retrieved."
+          }
+        },
+        "tags": [
+          "Tracking Tags"
+        ]
+      }
+    },
     "/api/exchange-rates/latest": {
       "get": {
         "operationId": "ExchangeRatesController_getLatestExchangeRate",
@@ -26480,6 +26893,25 @@
           "defaultTemplateId"
         ]
       },
+      "TrackingTagAssignmentDto": {
+        "type": "object",
+        "properties": {
+          "tagId": {
+            "type": "number",
+            "description": "Tag ID",
+            "example": 1
+          },
+          "optionId": {
+            "type": "number",
+            "description": "Option ID",
+            "example": 5
+          }
+        },
+        "required": [
+          "tagId",
+          "optionId"
+        ]
+      },
       "ItemEntryDto": {
         "type": "object",
         "properties": {
@@ -26562,6 +26994,13 @@
             "type": "number",
             "description": "The cost account id of the item entry",
             "example": 1021
+          },
+          "trackingTags": {
+            "description": "The tracking tags of the item entry",
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/TrackingTagAssignmentDto"
+            }
           }
         },
         "required": [
@@ -31659,6 +32098,13 @@
             "description": "The cost account id of the item entry",
             "example": 1021
           },
+          "trackingTags": {
+            "description": "The tracking tags of the item entry",
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/TrackingTagAssignmentDto"
+            }
+          },
           "landedCost": {
             "type": "boolean",
             "description": "Flag indicating whether the entry contributes to landed cost",
@@ -32131,6 +32577,13 @@
           "projectId": {
             "type": "number",
             "description": "Project ID"
+          },
+          "trackingTags": {
+            "description": "The tracking tags of the manual journal entry",
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/TrackingTagAssignmentDto"
+            }
           }
         },
         "required": [
@@ -40639,6 +41092,86 @@
           "password"
         ]
       },
+      "TrackingTagOptionDto": {
+        "type": "object",
+        "properties": {
+          "id": {
+            "type": "number",
+            "description": "Option ID (for updates)"
+          },
+          "name": {
+            "type": "string",
+            "description": "Option name",
+            "example": "New York"
+          },
+          "active": {
+            "type": "boolean",
+            "description": "Whether the option is active",
+            "example": true
+          }
+        },
+        "required": [
+          "name"
+        ]
+      },
+      "CreateTrackingTagDto": {
+        "type": "object",
+        "properties": {
+          "name": {
+            "type": "string",
+            "description": "Tag name",
+            "example": "Location"
+          },
+          "description": {
+            "type": "string",
+            "description": "Tag description",
+            "example": "Business location tracking"
+          },
+          "active": {
+            "type": "boolean",
+            "description": "Whether the tag is active",
+            "example": true
+          },
+          "options": {
+            "description": "Tag options",
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/TrackingTagOptionDto"
+            }
+          }
+        },
+        "required": [
+          "name",
+          "options"
+        ]
+      },
+      "EditTrackingTagDto": {
+        "type": "object",
+        "properties": {
+          "name": {
+            "type": "string",
+            "description": "Tag name",
+            "example": "Location"
+          },
+          "description": {
+            "type": "string",
+            "description": "Tag description",
+            "example": "Business location tracking"
+          },
+          "active": {
+            "type": "boolean",
+            "description": "Whether the tag is active",
+            "example": true
+          },
+          "options": {
+            "description": "Tag options",
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/TrackingTagOptionDto"
+            }
+          }
+        }
+      },
       "ExchangeRateLatestResponseDto": {
         "type": "object",
         "properties": {

shared/sdk-ts/src/index.ts

@@ -20,6 +20,7 @@ export * from './import';
 export * from './manual-journals';
 export * from './roles';
 export * from './custom-fields';
+export * from './tracking-tags';
 export * from './users';
 export * from './dashboard';
 export * from './settings';

shared/sdk-ts/src/schema.ts

@@ -4714,6 +4714,43 @@ export interface paths {
         patch: operations["ContactsController_inactivateContact"];
         trace?: never;
     };
+    "/api/tracking-tags": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        /** Retrieves all tracking tags. */
+        get: operations["TrackingTagsController_getTrackingTags"];
+        put?: never;
+        /** Create a new tracking tag. */
+        post: operations["TrackingTagsController_createTrackingTag"];
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
+    "/api/tracking-tags/{id}": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        /** Retrieves the tracking tag details. */
+        get: operations["TrackingTagsController_getTrackingTag"];
+        /** Edit the given tracking tag. */
+        put: operations["TrackingTagsController_editTrackingTag"];
+        post?: never;
+        /** Delete the given tracking tag. */
+        delete: operations["TrackingTagsController_deleteTrackingTag"];
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/api/exchange-rates/latest": {
         parameters: {
             query?: never;
@@ -6349,6 +6386,18 @@ export interface components {
              */
             defaultTemplateId: number | null;
         };
+        TrackingTagAssignmentDto: {
+            /**
+             * @description Tag ID
+             * @example 1
+             */
+            tagId: number;
+            /**
+             * @description Option ID
+             * @example 5
+             */
+            optionId: number;
+        };
         ItemEntryDto: {
             /**
              * @description The index of the item entry
@@ -6430,6 +6479,8 @@ export interface components {
              * @example 1021
              */
             costAccountId: number;
+            /** @description The tracking tags of the item entry */
+            trackingTags?: components["schemas"]["TrackingTagAssignmentDto"][];
         };
         AttachmentLinkDto: Record<string, never>;
         PaymentMethodDto: {
@@ -10050,6 +10101,8 @@ export interface components {
              * @example 1021
              */
             costAccountId: number;
+            /** @description The tracking tags of the item entry */
+            trackingTags?: components["schemas"]["TrackingTagAssignmentDto"][];
             /**
              * @description Flag indicating whether the entry contributes to landed cost
              * @example true
@@ -10397,6 +10450,8 @@ export interface components {
             branchId?: number;
             /** @description Project ID */
             projectId?: number;
+            /** @description The tracking tags of the manual journal entry */
+            trackingTags?: components["schemas"]["TrackingTagAssignmentDto"][];
         };
         CreateManualJournalDto: {
             /**
@@ -14601,6 +14656,58 @@ export interface components {
              */
             password: string;
         };
+        TrackingTagOptionDto: {
+            /** @description Option ID (for updates) */
+            id?: number;
+            /**
+             * @description Option name
+             * @example New York
+             */
+            name: string;
+            /**
+             * @description Whether the option is active
+             * @example true
+             */
+            active?: boolean;
+        };
+        CreateTrackingTagDto: {
+            /**
+             * @description Tag name
+             * @example Location
+             */
+            name: string;
+            /**
+             * @description Tag description
+             * @example Business location tracking
+             */
+            description?: string;
+            /**
+             * @description Whether the tag is active
+             * @example true
+             */
+            active?: boolean;
+            /** @description Tag options */
+            options: components["schemas"]["TrackingTagOptionDto"][];
+        };
+        EditTrackingTagDto: {
+            /**
+             * @description Tag name
+             * @example Location
+             */
+            name?: string;
+            /**
+             * @description Tag description
+             * @example Business location tracking
+             */
+            description?: string;
+            /**
+             * @description Whether the tag is active
+             * @example true
+             */
+            active?: boolean;
+            /** @description Tag options */
+            options?: components["schemas"]["TrackingTagOptionDto"][];
+        };
         ExchangeRateLatestResponseDto: {
             /**
              * @description The base currency code
@@ -23238,6 +23345,10 @@ export interface operations {
                 previousYearAmountChange?: boolean;
                 /** @description Whether to show percentage change from previous year */
                 previousYearPercentageChange?: boolean;
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -24645,7 +24756,7 @@ export interface operations {
     };
     CustomerBalanceSummaryController_customerBalanceSummary: {
         parameters: {
-            query?: {
+            query: {
                 /** @description The date as of which the balance summary is calculated */
                 asDate?: string;
                 /** @description Number of decimal places to display */
@@ -24666,6 +24777,10 @@ export interface operations {
                 noneZero?: boolean;
                 /** @description Array of customer IDs to filter the summary */
                 customersIds?: number[];
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -24693,7 +24808,7 @@ export interface operations {
     };
     VendorBalanceSummaryController_vendorBalanceSummary: {
         parameters: {
-            query?: {
+            query: {
                 /** @description The date as of which the balance summary is calculated */
                 asDate?: string;
                 /** @description Number of decimal places to display */
@@ -24714,6 +24829,10 @@ export interface operations {
                 noneZero?: boolean;
                 /** @description Array of vendor IDs to filter the summary */
                 vendorsIds?: number[];
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -26000,7 +26119,7 @@ export interface operations {
     };
     TrialBalanceSheetController_getTrialBalanceSheet: {
         parameters: {
-            query?: {
+            query: {
                 /** @description Start date for the trial balance sheet */
                 fromDate?: string;
                 /** @description End date for the trial balance sheet */
@@ -26025,6 +26144,10 @@ export interface operations {
                 onlyActive?: boolean;
                 /** @description Filter by specific account IDs */
                 accountIds?: number[];
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -26641,7 +26764,7 @@ export interface operations {
     };
     TransactionsByVendorController_transactionsByVendor: {
         parameters: {
-            query?: {
+            query: {
                 /** @description Number of decimal places to display */
                 precision?: number;
                 /** @description Whether to divide the number by 1000 */
@@ -26658,6 +26781,10 @@ export interface operations {
                 noneZero?: boolean;
                 /** @description Array of vendor IDs to include */
                 vendorsIds?: string[];
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -26685,7 +26812,7 @@ export interface operations {
     };
     TransactionsByCustomerController_transactionsByCustomer: {
         parameters: {
-            query?: {
+            query: {
                 /** @description Number of decimal places to display */
                 precision?: number;
                 /** @description Whether to divide the number by 1000 */
@@ -26700,6 +26827,10 @@ export interface operations {
                 noneTransactions?: boolean;
                 /** @description Whether to exclude zero values */
                 noneZero?: boolean;
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -26732,6 +26863,10 @@ export interface operations {
                 referenceType: string;
                 /** @description The ID of the reference */
                 referenceId: number;
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header?: never;
             path?: never;
@@ -27420,7 +27555,7 @@ export interface operations {
     };
     JournalSheetController_journalSheet: {
         parameters: {
-            query?: {
+            query: {
                 /** @description Whether to hide cents in the number format */
                 noCents?: boolean;
                 /** @description Whether to divide numbers by 1000 */
@@ -27433,6 +27568,10 @@ export interface operations {
                 fromRange?: number;
                 /** @description End range for filtering */
                 toRange?: number;
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -27785,6 +27924,10 @@ export interface operations {
                 previousYearAmountChange?: boolean;
                 /** @description Whether to show previous year percentage change */
                 previousYearPercentageChange?: boolean;
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -28054,7 +28197,7 @@ export interface operations {
     };
     CashflowController_getCashflow: {
         parameters: {
-            query?: {
+            query: {
                 /** @description Start date for the cash flow statement period */
                 fromDate?: string;
                 /** @description End date for the cash flow statement period */
@@ -28079,6 +28222,10 @@ export interface operations {
                 negativeFormat?: "parentheses" | "mines";
                 /** @description Basis for the cash flow statement */
                 basis?: string;
+                /** @description Tag ID */
+                tagId: number;
+                /** @description Option ID */
+                optionId: number;
             };
             header: {
                 /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
@@ -29617,6 +29764,135 @@ export interface operations {
             };
         };
     };
+    TrackingTagsController_getTrackingTags: {
+        parameters: {
+            query?: never;
+            header: {
+                /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
+                Authorization: string;
+                /** @description Required if Authorization is a JWT token. The organization ID to operate within. */
+                "organization-id": string;
+            };
+            path?: never;
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description The tracking tags have been successfully retrieved. */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content?: never;
+            };
+        };
+    };
+    TrackingTagsController_createTrackingTag: {
+        parameters: {
+            query?: never;
+            header: {
+                /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
+                Authorization: string;
+                /** @description Required if Authorization is a JWT token. The organization ID to operate within. */
+                "organization-id": string;
+            };
+            path?: never;
+            cookie?: never;
+        };
+        requestBody: {
+            content: {
+                "application/json": components["schemas"]["CreateTrackingTagDto"];
+            };
+        };
+        responses: {
+            /** @description The tracking tag has been successfully created. */
+            201: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content?: never;
+            };
+        };
+    };
+    TrackingTagsController_getTrackingTag: {
+        parameters: {
+            query?: never;
+            header: {
+                /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
+                Authorization: string;
+                /** @description Required if Authorization is a JWT token. The organization ID to operate within. */
+                "organization-id": string;
+            };
+            path: {
+                id: number;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description The tracking tag details have been successfully retrieved. */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content?: never;
+            };
+        };
+    };
+    TrackingTagsController_editTrackingTag: {
+        parameters: {
+            query?: never;
+            header: {
+                /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
+                Authorization: string;
+                /** @description Required if Authorization is a JWT token. The organization ID to operate within. */
+                "organization-id": string;
+            };
+            path: {
+                id: number;
+            };
+            cookie?: never;
+        };
+        requestBody: {
+            content: {
+                "application/json": components["schemas"]["EditTrackingTagDto"];
+            };
+        };
+        responses: {
+            /** @description The tracking tag has been successfully updated. */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content?: never;
+            };
+        };
+    };
+    TrackingTagsController_deleteTrackingTag: {
+        parameters: {
+            query?: never;
+            header: {
+                /** @description Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token. */
+                Authorization: string;
+                /** @description Required if Authorization is a JWT token. The organization ID to operate within. */
+                "organization-id": string;
+            };
+            path: {
+                id: number;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description The tracking tag has been successfully deleted. */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content?: never;
+            };
+        };
+    };
     ExchangeRatesController_getLatestExchangeRate: {
         parameters: {
             query?: {

shared/sdk-ts/src/tracking-tags.ts

@@ -0,0 +1,57 @@
+import type { ApiFetcher } from './fetch-utils';
+import { paths } from './schema';
+import { OpForPath, OpQueryParams, OpRequestBody, OpResponseBody } from './utils';
+
+export const TRACKING_TAGS_ROUTES = {
+  LIST: '/api/tracking-tags',
+  BY_ID: '/api/tracking-tags/{id}',
+} as const satisfies Record<string, keyof paths>;
+
+export type TrackingTagsList = OpResponseBody<OpForPath<typeof TRACKING_TAGS_ROUTES.LIST, 'get'>>;
+export type TrackingTag = OpResponseBody<OpForPath<typeof TRACKING_TAGS_ROUTES.BY_ID, 'get'>>;
+export type CreateTrackingTagBody = OpRequestBody<OpForPath<typeof TRACKING_TAGS_ROUTES.LIST, 'post'>>;
+export type EditTrackingTagBody = OpRequestBody<OpForPath<typeof TRACKING_TAGS_ROUTES.BY_ID, 'put'>>;
+
+export async function fetchTrackingTags(
+  fetcher: ApiFetcher,
+): Promise<TrackingTagsList> {
+  const get = fetcher.path(TRACKING_TAGS_ROUTES.LIST).method('get').create();
+  const { data } = await get({});
+  return data;
+}
+
+export async function fetchTrackingTag(
+  fetcher: ApiFetcher,
+  id: number,
+): Promise<TrackingTag> {
+  const get = fetcher.path(TRACKING_TAGS_ROUTES.BY_ID).method('get').create();
+  const { data } = await get({ id });
+  return data;
+}
+
+export async function createTrackingTag(
+  fetcher: ApiFetcher,
+  values: CreateTrackingTagBody,
+): Promise<TrackingTag> {
+  const post = fetcher.path(TRACKING_TAGS_ROUTES.LIST).method('post').create();
+  const { data } = await post(values);
+  return data;
+}
+
+export async function editTrackingTag(
+  fetcher: ApiFetcher,
+  id: number,
+  values: EditTrackingTagBody,
+): Promise<TrackingTag> {
+  const put = fetcher.path(TRACKING_TAGS_ROUTES.BY_ID).method('put').create();
+  const { data } = await put({ id, ...values });
+  return data;
+}
+
+export async function deleteTrackingTag(
+  fetcher: ApiFetcher,
+  id: number,
+): Promise<void> {
+  const del = fetcher.path(TRACKING_TAGS_ROUTES.BY_ID).method('delete').create();
+  await del({ id });
+}