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6863684d9e
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Makes the entire form work but it just looks janky
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2023-10-19 22:11:19 -07:00 |
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bd9476544c
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Makes pnl work for companies with parenthesis
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2023-10-17 13:03:48 -07:00 |
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346ece787a
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migrates accounts to new dialog, adds client search to user
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2023-10-17 10:14:02 -07:00 |
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3d9d02f76a
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a bunch of cleanup to remove stuff
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2023-10-14 23:37:04 -07:00 |
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f997c41abd
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migrates accounts
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2023-10-14 23:21:22 -07:00 |
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1e4dabfa07
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makes user page better.
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2023-10-12 23:27:49 -07:00 |
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d9fec54062
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Migrates user page to SSR
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2023-10-12 21:55:37 -07:00 |
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c00940fcbf
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makes glimpse more forgiving and adds column headers
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2023-10-10 16:08:21 -07:00 |
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8c3756f1c1
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Sets up impersonate for ssr pages too
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2023-09-28 23:22:25 -07:00 |
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fddd3d9007
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makes all sales orders use new grid helper
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2023-09-27 23:52:57 -07:00 |
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85597fd9eb
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ssr sales
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2023-09-14 22:45:05 -07:00 |
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1d87687949
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Balance sheets work multiple clients
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2023-09-02 21:37:12 -07:00 |
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Bryce
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3597a5004d
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adds plaid reauth
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2023-08-20 15:40:31 -07:00 |
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Bryce
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ecc31f3680
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Makes insights actually work
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2023-08-19 21:13:49 -07:00 |
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Bryce
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486c428917
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Pregenerates recommendatios
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2023-08-19 13:52:44 -07:00 |
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Bryce
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a8ce1c1ed7
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Makes yodlee edit work again
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2023-08-10 22:04:05 -07:00 |
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Bryce
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ea4ccf731e
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Invoices can now be imported with the POWER OF AI
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2023-08-03 21:33:15 -07:00 |
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Bryce
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88eda03e7f
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Aside from urls and nomenclature, glimpse works.
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2023-08-03 20:53:09 -07:00 |
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Bryce
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460e2077b9
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Begins the process of AI-powered invoices
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2023-08-02 22:34:56 -07:00 |
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Bryce
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5b5b15cb27
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Makes plaid user configurable
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2023-07-24 20:55:40 -07:00 |
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Bryce
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184f04681c
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Makes insights work
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2023-07-13 20:50:14 -07:00 |
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Bryce
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3540346fc8
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Makes tailwind version of history page
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2023-06-01 09:26:52 -07:00 |
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b9ae20125b
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Yodlee page in ssr.
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2023-05-13 22:51:03 -07:00 |
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8dca622947
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Makes reports page work with new tailwind
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2023-05-12 15:17:54 -07:00 |
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e78c73e093
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Makes company 1099 page work better and faster
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2023-05-12 12:27:48 -07:00 |
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c52444499f
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adds alternative ezcater solution.
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2023-05-05 15:10:39 -07:00 |
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b200728c6a
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makes cloud search possible.
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2023-05-04 17:07:08 -07:00 |
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69eaf42eda
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(cloud) adds transaction insights
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2023-04-18 11:32:58 -07:00 |
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df33854d25
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Remaining changes for statement of cash flows.
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2023-04-03 22:54:24 -07:00 |
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Ben
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b5310dffd8
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Adding credit card account number line to operating activities 20100-20199
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2023-03-31 23:33:21 +00:00 |
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12d9acba59
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fixes for kyle, ben, and cashflows.
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2023-03-14 20:42:09 -07:00 |
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Brian
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e46306934b
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Edited reports.cljc
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2023-03-11 01:54:43 +00:00 |
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cdf9aa571f
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Fixes P&L page to allow for specific locatiosn
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2023-03-10 14:56:58 -08:00 |
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98601e0cb6
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Adds ezcater fikes.
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2023-02-23 21:27:02 -08:00 |
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32b5ff1caa
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Makes cash flow report match closely to ben's recommendations
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2023-02-06 13:25:39 -08:00 |
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63ea83af9b
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Synchronizes selected company on 1099 page to everything else.
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2023-01-23 16:08:35 -08:00 |
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14b10963b8
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More closely matches ben's spreadsheet for cashflows.
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2023-01-22 10:51:01 -08:00 |
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7a8267f09f
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Adds the company drop down to new pages
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2023-01-20 10:45:50 -08:00 |
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d6abad581b
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Fixes logout link.
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2023-01-17 16:02:45 -08:00 |
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d2189ba460
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integrates new page into company section
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2023-01-14 13:52:09 -08:00 |
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6077c3119e
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Progress on the new vendor form
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2023-01-13 22:00:52 -08:00 |
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f93c7fd9d0
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Start of adding the 1099 self service feature
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2023-01-13 09:45:52 -08:00 |
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46dd191391
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Revamps all of the IOL's routing, so that the new history page can share with the rest.
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2023-01-12 16:56:40 -08:00 |
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Bryce Covert
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e0ca794254
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minor fixes
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2023-01-06 16:39:56 -08:00 |
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Bryce Covert
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ad5841135a
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attempting for square 3 approach.
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2023-01-06 16:34:30 -08:00 |
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Bryce Covert
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545d5c2529
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cash flow progress
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2022-12-12 21:12:34 -08:00 |
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Bryce Covert
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e88f015d1d
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tweak for cash flow
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2022-12-12 14:05:57 -08:00 |
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51c7bc9bdb
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minor fixes.
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2022-12-11 07:17:30 -08:00 |
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6620666ca1
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Revert "Revert "Trying one fix""
This reverts commit 2d3b796793.
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2022-12-11 07:10:35 -08:00 |
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24d726e2e5
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Revert "Revert "Adds beginning of cash flows""
This reverts commit ff18d637ed.
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2022-12-11 07:10:23 -08:00 |
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