Commit Graph

264 Commits

Author SHA1 Message Date
28d2010a12 minor fixes 2022-07-21 16:33:39 -07:00
1d0cdcaf88 more migrating onto v2 2022-07-21 12:55:55 -07:00
22a5f2a707 more progress on client form. 2022-07-21 08:34:58 -07:00
b214a527fa Plaid can now be linked by clients. 2022-07-21 08:21:16 -07:00
746787df79 made client form great 2022-07-21 06:04:09 -07:00
899efe0efa more progress for client fdorm. 2022-07-20 08:10:30 -07:00
86aaa4a933 Minor refactoring to simplify consumer. May be better to use macro. 2022-07-20 06:27:21 -07:00
0baab4eaf0 improved two major forms. 2022-07-19 15:10:33 -07:00
5e49f61265 using popper instead of handrolled appearing stuff. 2022-07-17 19:40:23 -07:00
b6962c5bfa Undoes old way of doing forms in favor of context version. Much easier 2022-07-17 17:32:47 -07:00
d97d70e08f moved to new date picker. 2022-07-17 08:28:35 -07:00
16a1d243e8 Simplified forms considerably 2022-07-16 10:15:47 -07:00
586978823e Form builder as a way to simplify some things 2022-07-14 22:08:03 -07:00
99fe24ddae Made admin clients easier to work with. 2022-07-14 12:58:06 -07:00
24da451c50 Overwrite sort order each time 2022-07-13 06:32:19 -07:00
0606da9c49 Adds ability for users to configure basic ezcater integration. 2022-07-10 06:09:14 -07:00
8316f35072 minor positive tweaks. 2022-07-09 06:17:27 -07:00
789914b3f7 adds integration statuses to bank account pages. 2022-07-08 11:59:59 -07:00
f64df06110 Eliminates Yodlee1, because it's broken. 2022-07-07 14:22:37 -07:00
519f88592e allows you to use date instead of post date 2022-06-23 08:29:55 -07:00
205b17164b fixes rule page 2022-05-31 15:57:47 -07:00
d46254ade1 merged. 2022-04-27 06:39:48 -07:00
cae28589d2 Makes accounts not loaded. 2022-04-19 15:05:05 -07:00
f09daf8ed2 should allow edit for realz. 2022-04-15 09:20:12 -07:00
064ad2b45c trying something different. 2022-04-15 08:03:30 -07:00
074803d996 maybe makes yodlee edit flow work. 2022-04-15 07:42:45 -07:00
2e4e693bc6 Supports vendors not loading 2022-04-11 17:26:03 -07:00
e4da1376f8 more vendor replacement. 2022-04-11 10:16:49 -07:00
8bba073e07 trimming more vendor usage. 2022-04-11 10:02:08 -07:00
b4d5b7fde6 very easy to lookup customized accounts. 2022-04-10 21:46:58 -07:00
45cf97a480 User can set up sales queries on their own now. 2022-04-07 08:22:50 -07:00
2dbafd157a fixed errors. 2022-04-06 09:16:02 -07:00
3a49ba971c Allows users to self set up square 2022-04-06 08:22:52 -07:00
83501384b7 maybe makes plaid work, maybe makes yodlee reauthenticate work. 2022-03-30 08:02:23 -07:00
17e6b283df working on reauth. 2022-03-29 19:50:13 -07:00
1e7f8f9b0a Adds support for more than one email address. 2022-03-24 15:45:49 -07:00
5d17091847 bug fixes. 2022-03-24 08:19:09 -07:00
Bryce Covert
ab4a426369 Starting to add locked until 2022-03-13 12:04:59 -07:00
318ae3024c Minor cleanup tweaks 2022-01-11 10:45:06 -08:00
Bryce Covert
67cd9c909b last change before going and trying out new yodlee 2021-12-23 06:32:03 -08:00
Bryce Covert
58fd014082 import batch next 2021-12-22 21:47:37 -08:00
563e1c51ff plaid 2021-12-20 20:20:40 -08:00
27ae8a15b7 other fixes 2021-12-19 13:05:23 -08:00
64720a4bd6 intuit import button and sysco importing. 2021-12-18 19:11:02 -08:00
a76b84fd8d missing files. 2021-12-15 20:38:27 -08:00
0e49b9f493 beginnings of better import. 2021-12-03 09:21:39 -08:00
66ad411e3d Starting the process of multiple profit and loss, fixes numeric code bug. 2021-10-22 18:53:09 -07:00
Bryce Covert
20c2181770 added description 2021-10-11 18:36:58 -07:00
Bryce Covert
d20ae49e39 Adds support for transaction rules case insensitive search 2021-10-11 17:47:05 -07:00
e9c22d2279 Adds ability for bank accounts to have numeric accounts 2021-09-03 07:12:23 -07:00