Add missing viewSlug, filterRoles, stringifiedFilterRoles, searchKeyword,
columnSortBy, sortOrder, customViewId, page, and pageSize properties to
GetAccountsQueryDto to enable proper filtering when selecting table views
(Assets, Liabilities, Equity, Income, Expenses) on the Accounts Chart page.
Previously, the API received view_slug but didn't process it because the
DTO lacked these properties, causing all accounts to be returned instead
of filtering by the view's root_type.
Fixes#1023
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Change @IsInt() to @IsNumber() for paymentAmount field in PaymentReceivedEntryDto
to allow recording payments with cents (e.g., $1,679.80).
Fixes#1016
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Introduced new DTOs for various financial reports including Balance Sheet, Cash Flow Statement, and Aging Summaries.
- Updated existing controllers to utilize the new DTOs and enhance OpenAPI documentation with proper schema references.
- Removed unnecessary query parameters from the Bank Accounts controller.
- Enhanced response structures for better data representation in reports.
- Added new authentication routes for user sign-in, sign-up, and password reset functionalities.
- Updated account management routes to include bulk delete and validation for accounts.
- Refactored type definitions to utilize utility functions for better type safety and clarity.
- Introduced new methods for handling user authentication and account operations in the SDK.
Add missing function invocation on LinkModel to properly call query method.
The model reference was missing parentheses to invoke the factory function.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Fixed the Money In dialog where form fields were not appearing after
selecting the transaction type and current account.
The issue was that AccountsSuggestField (non-Formik version) was being
used instead of FAccountsSuggestField. The non-Formik version doesn't
update Formik's form values, so the condition in MoneyInContentFields
that checks values.cashflow_account_id was never satisfied.
Also updated MoneyOutDialog to use onItemChange prop for consistency.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Generate presigned URL for companyLogoKey when retrieving PDF template
to allow the logo to display when reopening the branding template drawer.
- Inject GetAttachmentPresignedUrl service in GetPdfTemplateService
- Generate companyLogoUri from companyLogoKey in template attributes
- Add companyLogoUri to transformer included attributes
Fixes the issue where logo uploads and saves but doesn't show when
reopening the branding template customization drawer.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Fixed an issue where branch and warehouse select fields were not displaying
saved values when editing existing transactions. The useSetPrimaryBranchToForm
and useSetPrimaryWarehouseToForm hooks were overwriting saved values with
primary defaults on every form load.
Changes:
- Added isNewMode check to useSetPrimaryBranchToForm hook
- Added isNewMode check to useSetPrimaryWarehouseToForm hook
- Updated InvoiceFormProvider to expose isNewMode in context
Affected forms:
- Sales: Invoice, Estimate, Receipt, CreditNote, PaymentReceived
- Purchases: Bill, VendorCredit, PaymentMade
- Expense
- MakeJournal (Manual Journal)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Fixed attachments not showing in edit forms for various transaction types by:
1. Adding @InjectAttachable() decorator to models:
- SaleReceipt, SaleEstimate, CreditNote, PaymentReceived
- Bill, BillPayment, VendorCredit
- ManualJournal, Expense
2. Fixing transformers to include attachments in API responses:
- SaleReceiptTransformer, PaymentReceivedTransformer
3. Registering missing event subscribers in Attachment.module.ts:
- AttachmentsOnSaleReceipts, AttachmentsOnSaleEstimates
4. Fixing DocumentLink model relation mapping:
- Changed Document.default to Document for proper module export
5. Fixing PaymentReceived model_ref consistency:
- Changed from 'PaymentReceive' to 'PaymentReceived' to match class name
6. Adding missing withGraphFetched('attachments') to GetPaymentReceived.service.ts
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Change 'id' to 'accountId' in CashflowAccountsGrid to match the
AccountDialogProvider expected payload. The dialog provider expects
'accountId' to fetch account details and populate the form.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add OrganizationSettingsModule to BankingTransactionsModule
- Update GetBankAccountTransactions to pass dateFormat from settings
- Add meta support to FinancialSheet base class
- Refactor TransactionsByReference to use IFinancialReportMeta
- Update frontend to use server-provided formatted_date
- Add AccountsSettingsService for managing account-related settings
- Update validators, create and edit services to use settings
- Add constants for account configuration
- Update frontend utils and translations
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace hardcoded date formats ('YYYY/MM/DD') in all Meta classes with meta.dateFormat
- Add IFinancialReportMeta interface with baseCurrency and dateFormat fields
- Add DEFAULT_REPORT_META constant with default date format 'YYYY MMM DD'
- Update all sheet classes to accept IFinancialReportMeta parameter
- Update all services to pass dateFormat from meta to sheet constructors
- Fix customer/vendor transactions date formatting in table rows
- Add TenancyModule to SalesTaxLiabilityModule for dependency injection
- Make dateFormat optional in JournalSheet and GeneralLedger query types
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Ahmed Bouhuolia