Commit Graph

58 Commits

Author SHA1 Message Date
Bryce
b02aec3546 Move sales summaries from admin to pos menu
- Move SSR handler from auto-ap.ssr.admin.sales-summaries to auto-ap.ssr.pos.sales-summaries
- Move route namespace from auto-ap.routes.admin.sales-summaries to auto-ap.routes.pos.sales-summaries
- Update nav to use main-aside-nav with POS breadcrumbs
- Use pos.common date-range-field* filter component
- Remove wrap-admin/wrap-client-redirect-unauthenticated from middleware
- Add Summaries to Sales sidebar menu
2026-05-16 00:13:42 -07:00
d119e01857 Adds advanced view 2024-11-13 20:03:04 -08:00
ddb1d99cd3 Adds new ledger page 2024-08-22 22:59:47 -07:00
1bb8387051 fully removes old invoice experience 2024-08-09 20:32:32 -07:00
803abb5322 various bug fixes. 2024-07-12 21:45:48 -07:00
cb5028948e Makes loading page asynchronous 2024-04-29 11:08:59 -07:00
c8f438f616 started work on bank comparisons. 2024-04-26 21:51:56 -07:00
99db96ad61 Adds bank reconciliation report 2024-04-24 21:27:19 -07:00
095fdc1d2f Makes another new vendor report 2024-04-22 21:48:22 -07:00
22e92c819b Adds new expense report, with ability to break down by vendor 2024-04-19 21:48:28 -07:00
092377a93b makes creation of receivable invoices as possible 2024-04-01 15:14:58 -07:00
cf75f2b284 Merge branch 'master' into ssr-invoices 2024-04-01 08:27:20 -07:00
d1a660c5c1 Adds rudimentary version of summarizing sales 2024-03-31 00:22:53 -07:00
fb2eefc9ac invoices page works, needs dialog. 2024-03-09 21:25:55 -08:00
d73a3153bb payments ssr
voiding

supports bulk void.

exact match id linking

voidnig payments works.

minor tweak.
2024-03-09 11:59:17 -08:00
7b622b945a Adds little indicator on bank account form 2024-03-08 19:19:32 -08:00
fcefbd5d6d Makes groups possible 2024-02-08 11:41:03 -08:00
8063a8fcbd Builds client SSR approach, sunsets old cljs. 2024-02-07 21:22:56 -08:00
99e4f05769 Makes an okay experience of editing vendors through a wizard 2023-11-01 23:06:18 -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
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
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
f997c41abd migrates accounts 2023-10-14 23:21:22 -07:00
d9fec54062 Migrates user page to SSR 2023-10-12 21:55:37 -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
Bryce
3597a5004d adds plaid reauth 2023-08-20 15:40:31 -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