ba87805d4c
Add vendor pre-population for bulk code and individual edit forms
...
- Add vendor-changed HTMX handlers for both bulk code and individual edit
- Pre-populate default account at 100% when vendor is selected and no accounts exist
- Fix render-accounts-section to render from step-params correctly
- Change bulk code vendor-changed from hx-get to hx-post to include form data
- Add routes for vendor-changed endpoints
- Update e2e tests to cover vendor pre-population
- Run lein cljfmt fix across codebase
2026-05-21 14:45:19 -07:00
427f50fb6b
Improves balance sheet, starts moving it to new layout
2024-10-11 20:36:23 -07:00
cf81e3999c
Adds ability to query for snapshots
2024-10-02 09:28:05 -07:00
4c14e43734
Greatly simplifies keeping bank accounts in check
2024-09-27 15:59:21 -07:00
b7d976cf19
Fixes yodlee issue
2024-09-26 07:25:24 -07:00
5366c0be59
tweak.
2024-09-26 00:11:49 -07:00
d86492cd8d
shows pending balance
2024-09-25 23:34:16 -07:00
db9e0dc459
makes solr ec2 based and adds resiliency to running balances.
2024-09-25 22:01:12 -07:00
bcd78e7813
Captures causes of slowness
2024-09-24 22:38:33 -07:00
Bryce
a9df724793
plaid tweak
2024-09-24 20:51:30 -07:00
ed22f9d0cc
Removes plaid matching, disables payment for scheduled.
2024-07-30 21:05:00 -07:00
3ee6bade7e
More generous check parsing
2024-07-23 21:48:43 -07:00
15674bf5be
In the event of a check number, do not rough match.
2024-06-07 20:04:47 -07:00
af8e55803d
merged.
2024-05-26 20:22:13 -07:00
4b36cde7a0
tweaks
2024-05-26 20:17:50 -07:00
d1dd094876
Sales on page
2024-04-27 13:25:03 -07:00
d45c91d55c
fixes
2024-04-27 11:05:16 -07:00
3e4a2b7322
prepare dashboard
2024-04-26 22:42:32 -07:00
c8f438f616
started work on bank comparisons.
2024-04-26 21:51:56 -07:00
227acba4e2
other tweak
2024-04-26 20:20:11 -07:00
f125090485
Adds the ability for intuit snapshot balance
2024-04-26 20:12:10 -07:00
99db96ad61
Adds bank reconciliation report
2024-04-24 21:27:19 -07:00
7b622b945a
Adds little indicator on bank account form
2024-03-08 19:19:32 -08:00
9dc9078a0d
make import more forgiving.
2024-03-07 21:57:06 -08:00
80e1b20aff
gets more detail to diagnose plaid issue
2024-03-07 19:38:47 -08:00
e5426d4b25
visible for payment added back
2024-03-06 08:18:15 -08:00
6b5e9f8d32
Adds extra yodlee logging
2024-02-27 21:59:56 -08:00
930b900849
Makes logging unified
2023-10-30 12:35:18 -07:00
12c676629d
Bulk coding works on multiple clients
2023-09-14 21:48:00 -07:00
Bryce
bee7c48e3f
inverts credit amounts.
2023-08-14 10:36:12 -07:00
Bryce
205c132b7c
inverting plaid account settings, adding check numbers
2023-07-31 16:17:19 -07:00
Bryce
7336398f9d
Implements a failover date for plaid
2023-07-25 09:38:58 -07:00
Bryce
445375d15e
When plaid merchant is linked to vendor, automatically code to that vendor.
2023-07-24 09:10:28 -07:00
Bryce
dfd1af77c4
makes plaid really usable, allowing choosing on bank screen, and searchable on vendors page.
2023-07-22 21:33:06 -07:00
Bryce
8eb7d207e0
fixes more background jobs.
2023-05-23 21:10:52 -07:00
Bryce
9366347245
fixes load from historical sales.
2023-05-23 16:36:07 -07:00
Bryce
613d62b60d
fixes build
2023-05-23 10:26:17 -07:00
Bryce
be0ff9cd40
two background task fixes.
2023-05-23 08:38:08 -07:00
3ce9cceee0
Fixes a few issues discovered
2023-05-13 23:36:14 -07:00
14156e6ced
(cloud) Saving things now update the search index
2023-05-04 21:23:09 -07:00
23a9a8039e
fixes a bug with manual import
2023-05-02 10:52:39 -07:00
b2ad7790cf
Migrates back to datomic on-prem
2023-04-29 07:12:51 -07:00
8dae0fde10
(cloud) fixes issues encountered in testing.
2023-04-24 21:05:54 -07:00
6622aae589
no need for transact-with-ledger.
2023-04-03 09:04:33 -07:00
1080005b8c
got tests to pass again.
2023-03-26 20:58:48 -07:00
9260834135
scrubbed all reference to datomic.api
2023-03-24 10:59:06 -07:00
65ecee7014
making cloud runnable again.
2023-03-24 10:56:35 -07:00
d02fba2b44
Makes integreat run on datomic cloud
2023-03-24 10:56:28 -07:00
63254ba401
no need for ledger automation.
2022-09-27 17:04:47 -07:00
ed759bac31
More background task cleanup
2022-09-23 12:09:39 -07:00