Commit Graph

213 Commits

Author SHA1 Message Date
320d7c73df Allows for deleting of transaction rules 2023-11-03 16:53:36 -07:00
eef1cfb919 Vendors form progress 2023-11-02 23:40:24 -07:00
99e4f05769 Makes an okay experience of editing vendors through a wizard 2023-11-01 23:06:18 -07:00
03712afd12 removed the cruft. 2023-10-31 22:54:53 -07:00
40fea65d9b Sidebar changes 2023-10-31 22:42:52 -07:00
6af9b6568f excel import moved over 2023-10-31 22:40:03 -07:00
25b397325a Adds new default admin page 2023-10-31 13:59:03 -07:00
7796e34834 Another admin page 2023-10-31 12:44:10 -07:00
3d5c307760 Made error page look pretty good 2023-10-30 20:47:55 -07:00
930b900849 Makes logging unified 2023-10-30 12:35:18 -07:00
f0a7c378f7 can run transaction rules 2023-10-28 21:03:59 -07:00
e8a419fb3c more cleanup. 2023-10-28 20:27:00 -07:00
855c23f4ae changes for running. 2023-10-28 12:17:01 -07:00
7f7458d54a Makes testing of transaction rules work 2023-10-26 21:23:52 -07:00
be9d777a17 consistent user experience with new client 2023-10-23 11:59:14 -07:00
Bryce
aa14a310ab big ui improvemet 2023-10-21 07:37:05 -07:00
6863684d9e Makes the entire form work but it just looks janky 2023-10-19 22:11:19 -07:00
bd9476544c Makes pnl work for companies with parenthesis 2023-10-17 13:03:48 -07:00
346ece787a migrates accounts to new dialog, adds client search to user 2023-10-17 10:14:02 -07:00
3d9d02f76a a bunch of cleanup to remove stuff 2023-10-14 23:37:04 -07:00
f997c41abd migrates accounts 2023-10-14 23:21:22 -07:00
1e4dabfa07 makes user page better. 2023-10-12 23:27:49 -07:00
d9fec54062 Migrates user page to SSR 2023-10-12 21:55:37 -07:00
c00940fcbf makes glimpse more forgiving and adds column headers 2023-10-10 16:08:21 -07:00
8c3756f1c1 Sets up impersonate for ssr pages too 2023-09-28 23:22:25 -07:00
fddd3d9007 makes all sales orders use new grid helper 2023-09-27 23:52:57 -07:00
85597fd9eb ssr sales 2023-09-14 22:45:05 -07:00
1d87687949 Balance sheets work multiple clients 2023-09-02 21:37:12 -07:00
Bryce
3597a5004d adds plaid reauth 2023-08-20 15:40:31 -07:00
Bryce
ecc31f3680 Makes insights actually work 2023-08-19 21:13:49 -07:00
Bryce
486c428917 Pregenerates recommendatios 2023-08-19 13:52:44 -07:00
Bryce
a8ce1c1ed7 Makes yodlee edit work again 2023-08-10 22:04:05 -07:00
Bryce
ea4ccf731e Invoices can now be imported with the POWER OF AI 2023-08-03 21:33:15 -07:00
Bryce
88eda03e7f Aside from urls and nomenclature, glimpse works. 2023-08-03 20:53:09 -07:00
Bryce
460e2077b9 Begins the process of AI-powered invoices 2023-08-02 22:34:56 -07:00
Bryce
5b5b15cb27 Makes plaid user configurable 2023-07-24 20:55:40 -07:00
Bryce
184f04681c Makes insights work 2023-07-13 20:50:14 -07:00
Bryce
3540346fc8 Makes tailwind version of history page 2023-06-01 09:26:52 -07:00
b9ae20125b Yodlee page in ssr. 2023-05-13 22:51:03 -07:00
8dca622947 Makes reports page work with new tailwind 2023-05-12 15:17:54 -07:00
e78c73e093 Makes company 1099 page work better and faster 2023-05-12 12:27:48 -07:00
c52444499f adds alternative ezcater solution. 2023-05-05 15:10:39 -07:00
b200728c6a makes cloud search possible. 2023-05-04 17:07:08 -07:00
69eaf42eda (cloud) adds transaction insights 2023-04-18 11:32:58 -07:00
df33854d25 Remaining changes for statement of cash flows. 2023-04-03 22:54:24 -07:00
Ben
b5310dffd8 Adding credit card account number line to operating activities 20100-20199 2023-03-31 23:33:21 +00:00
12d9acba59 fixes for kyle, ben, and cashflows. 2023-03-14 20:42:09 -07:00
Brian
e46306934b Edited reports.cljc 2023-03-11 01:54:43 +00:00
cdf9aa571f Fixes P&L page to allow for specific locatiosn 2023-03-10 14:56:58 -08:00
98601e0cb6 Adds ezcater fikes. 2023-02-23 21:27:02 -08:00