Commit Graph

293 Commits

Author SHA1 Message Date
Bryce Covert
2d52c2b6a7 Revert "Revert "pnl""
This reverts commit 53fba14831.
2021-10-18 06:34:23 -07:00
Bryce Covert
d81096b8bc Revert "Revert "Prep to select more than 1 client""
This reverts commit 574023fea0.
2021-10-18 06:34:13 -07:00
Bryce Covert
574023fea0 Revert "Prep to select more than 1 client"
This reverts commit 085486043f.
2021-10-18 06:32:24 -07:00
Bryce Covert
085486043f Prep to select more than 1 client 2021-10-16 10:22:07 -07:00
e9c22d2279 Adds ability for bank accounts to have numeric accounts 2021-09-03 07:12:23 -07:00
e661c03206 Adding ability to choose comparison date for balance sheet 2021-08-31 07:35:14 -07:00
12d8aa8ad3 Add the ability to unautopay 2021-07-09 08:40:38 -07:00
f40d1f4fb8 Allows you to filter down to ccp-processor 2021-06-18 07:09:48 -07:00
922c449bb0 Improves IOL. Adds saved queries. Adds expected deposits in app. 2021-06-04 10:50:27 -07:00
4c764ed927 improvements for payment finding 2021-04-27 21:46:45 -07:00
ec236ae979 Changed rollup logic to consider cash 2021-04-27 20:41:08 -07:00
e3959b4cb0 removed stupid bug. 2021-03-22 21:24:29 -07:00
b6671bf831 undoing. 2021-03-15 13:00:36 -07:00
57bbcea608 making engative payments more impossible 2021-03-14 18:56:06 -07:00
e2d3acd5c6 added new fields. 2021-02-15 20:46:56 -08:00
a78ad47fda Added yodlee account balances 2021-02-11 19:43:31 -08:00
e920c48773 Bank balances are visible + import invoices should be open 2021-01-29 07:35:05 -08:00
0a8cf7e2b1 fixing monumental issue where everything was unlinked 2021-01-27 17:28:45 -08:00
d2c79bfe9a hotfix 2021-01-27 14:01:34 -08:00
8bb286b411 preventing unmatched transacations from re-matching. 2021-01-26 17:11:33 -08:00
7eeb1737ab adding power user role. 2021-01-26 09:52:28 -08:00
c3bea47093 fixes 2021-01-26 08:19:48 -08:00
97c05d1638 unpaid invoice matching 2021-01-25 11:12:43 -08:00
Bryce Covert
3a096fa0c7 begun on unpaid invoice match. 2021-01-24 16:25:51 -08:00
Bryce Covert
611ecc438d Adds ability to link across entities more. 2021-01-24 13:25:41 -08:00
Bryce Covert
e2cdb3c719 adds linkage changing date 2021-01-24 10:00:13 -08:00
Bryce Covert
10785b9c85 it's now possible to link across each entity type 2021-01-24 09:45:13 -08:00
Bryce Covert
cb33e1e54a fixing UI for automatically paid when due 2021-01-23 09:44:53 -08:00
Bryce Covert
c58608eca0 staging now has autopay matching 2021-01-18 07:40:37 -08:00
Bryce Covert
ce9d4b63fd Merge branch 'staging' into add-scheduled-payment-filter 2021-01-11 12:09:10 -08:00
Bryce Covert
664ec69868 tweaks. 2021-01-11 10:55:08 -08:00
Bryce Covert
d3232c70b2 working on UI. 2021-01-09 00:09:52 -08:00
Bryce Covert
c6dd929c86 Merge branch 'staging' into add-scheduled-payment-filter 2021-01-06 19:12:55 -08:00
Bryce Covert
c8da0697a2 last round fixes. 2021-01-06 19:12:14 -08:00
Bryce Covert
1d05d8abd0 Merge branch 'staging' into add-scheduled-payment-filter 2021-01-06 08:17:20 -08:00
Bryce Covert
e9cc29ad7f fixing issues from staging. 2021-01-06 08:16:58 -08:00
Bryce Covert
f0b31fe6d1 Adds transaction->autopay linking 2021-01-05 17:57:36 -08:00
Bryce Covert
0f7a5c1f00 fixes for some issues found 2021-01-04 18:57:52 -08:00
Bryce Covert
3b39a6fa0a Most parts of staging ought to work 2020-12-26 14:10:51 -08:00
Bryce Covert
bbdb9602aa Yodlee is manually refreshable 2020-12-22 13:59:50 -08:00
Bryce Covert
6930a8c7c2 Yodlee exists as datomic entities! 2020-12-22 13:12:22 -08:00
Bryce Covert
c66244a8fb Merge branch 'master' into fix-stuff 2020-12-21 20:05:54 -08:00
Bryce Covert
cfba7a0346 Improvements to performance! 2020-12-21 19:11:48 -08:00
Bryce Covert
3d0b190702 Revert "Revert "Enabling signature editing.""
This reverts commit b52f3231e8.
2020-12-21 08:47:53 -08:00
Bryce Covert
b52f3231e8 Revert "Enabling signature editing."
This reverts commit bc40430d7b.
2020-12-21 08:46:24 -08:00
Bryce Covert
bc40430d7b Enabling signature editing. 2020-12-21 08:18:30 -08:00
Bryce Covert
8fe7f12b21 made it far less busy to update running cache. 2020-12-20 09:41:06 -08:00
Bryce Covert
a9da35d7b9 bunch of small fixes. balance sheet has optional comparison and titles. trying to make payment unlinkable more easily. 2020-12-17 07:42:19 -08:00
Bryce Covert
c2407a73c6 make it possible to revert yodlee account id. 2020-12-15 08:39:51 -08:00
Bryce Covert
9ee9855169 you can change statuses in bulk! 2020-12-11 17:47:51 -08:00