Commit Graph

616 Commits

Author SHA1 Message Date
Bryce Covert
2f6dc32546 more forgiving matching. 2019-05-17 08:30:26 -07:00
Bryce Covert
a87d22c320 Adding transaction approval status to transaction page 2019-05-17 07:14:16 -07:00
Bryce Covert
d0b5772d94 supports testing with yodlee merchant. 2019-05-16 23:02:28 -07:00
Bryce Covert
de7fecc364 critical feature - you can now unset fields. 2019-05-16 22:08:10 -07:00
Bryce Covert
2ccb943e60 allows manually matching rules. 2019-05-16 21:39:33 -07:00
Bryce Covert
486f09fd94 allows manually matching rules. 2019-05-16 21:39:28 -07:00
Bryce Covert
93ef07f4b1 much cleaner matching solution... won't rematch 2019-05-16 20:16:12 -07:00
Bryce Covert
dde757e8fc supports grouping rules by priority. 2019-05-16 19:01:33 -07:00
Bryce Covert
21f7ac32b9 yodlee merchant or description 2019-05-16 16:37:45 -07:00
Bryce Covert
9ff0230cc3 starting to support looking up by yodlee vendor. 2019-05-16 16:01:24 -07:00
Bryce Covert
26fbb89345 supporting transaction automation 2019-05-16 13:45:14 -07:00
Bryce Covert
6d85c2d67c You can now kind of choose a yodlee merchant 2019-05-16 09:19:22 -07:00
Bryce Covert
b488ad6302 requires setting status. 2019-05-16 08:52:35 -07:00
Bryce Covert
8845ec9688 showing matched rule. 2019-05-16 08:34:12 -07:00
Bryce Covert
ac5ffd26fe you can now import from yodlee, automatically trigger rules, and have it show up on the ledger. 2019-05-15 22:37:53 -07:00
Bryce Covert
31aee76e61 adding automatic rule feature. 2019-05-15 19:18:51 -07:00
Bryce Covert
5f810ac2c4 prioritizes rules. 2019-05-15 18:57:42 -07:00
Bryce Covert
79500ba157 kind of applies rules. 2019-05-15 07:15:03 -07:00
Bryce Covert
70714a2de1 kind of applies rules. 2019-05-15 07:12:56 -07:00
Bryce Covert
d5c3a73bef Supports testing yodlee import 2019-05-14 21:18:59 -07:00
Bryce Covert
f7d9fed0c5 Supports testing yodlee import 2019-05-14 21:18:52 -07:00
Bryce Covert
66fd9a87bc Supports editing the approval status. 2019-05-14 09:06:58 -07:00
Bryce Covert
76c903d16d rules can be edited fully and more. 2019-05-12 20:31:28 -07:00
Bryce Covert
51691fa553 added validation 2019-05-12 09:27:03 -07:00
Bryce Covert
2146073df8 supports adding conclusions. 2019-05-12 09:04:26 -07:00
Bryce Covert
067fff8588 added a bunch of test.s 2019-05-11 17:30:26 -07:00
Bryce Covert
8ecfd4c6ad more api testing 2019-05-11 10:54:21 -07:00
Bryce Covert
11bac9d025 working on testing. 2019-05-11 08:23:22 -07:00
Bryce Covert
1f8a1324a4 a lot of ledger progress. 2019-05-10 10:41:10 -07:00
Bryce Covert
ea4367a910 making saveable. 2019-05-10 06:20:36 -07:00
Bryce Covert
16a3b14844 adding day of month. 2019-05-09 23:32:43 -07:00
Bryce Covert
0520e2f0f8 Added regex testing 2019-05-09 21:44:54 -07:00
Bryce Covert
677a4e3c22 basic ability to test. 2019-05-09 21:12:26 -07:00
Bryce Covert
753949e063 adding and removing transaction rules works. 2019-05-09 10:21:59 -07:00
Bryce Covert
8c50085fcc implemented crud 2019-05-07 18:18:57 -07:00
Bryce Covert
a1abb4b05e adding transaction rules. 2019-05-07 07:10:21 -07:00
Bryce Covert
918f2e5be1 excluding some stuff from PNL 2019-05-05 17:57:37 -07:00
Bryce Covert
8753560b84 improving ui 2019-05-05 08:38:44 -07:00
Bryce Covert
86d9c1c10c Creates vendors by default 2019-05-05 08:12:26 -07:00
Bryce Covert
3dafdd66c2 fixing vendors 2019-05-05 01:00:30 -07:00
Bryce Covert
d63bb566dc good s orting across the board. 2019-05-04 20:05:35 -07:00
Bryce Covert
1232033160 making everyone do queries the same way. 2019-05-04 19:40:29 -07:00
Bryce Covert
e6a36b190a moving to merge-query 2019-05-04 19:01:12 -07:00
Bryce Covert
976d37d641 implementing sorting for checks. 2019-05-04 12:25:55 -07:00
Bryce Covert
f8d8872131 fixed sorting. 2019-05-04 08:40:52 -07:00
Bryce Covert
d07367dc19 date range filter for everyone. 2019-05-04 08:04:08 -07:00
Bryce Covert
047a0c1f8e checks have date ranges. 2019-05-04 08:00:18 -07:00
Bryce Covert
21ebd3bba4 minor ui improvements. 2019-05-04 07:40:41 -07:00
Bryce Covert
993d83045b minor cleanup. 2019-05-04 07:36:39 -07:00
Bryce Covert
262f0072bc You can add a vendor from the transactions page 2019-05-04 07:30:00 -07:00