Commit Graph

85 Commits

Author SHA1 Message Date
c09d85ede6 fix(ssr): fix Client Review (requires-feedback) status in bulk-code dialog
The bulk-code "Requires Feedback" option submitted "requires_feedback"
(underscore), which decoded to an enum keyword not present in the
schema (idents use a hyphen), so selecting it failed validation. Use
the hyphenated value and relabel the option, the reconciliation report
header to "Client Review" to unify with the sidebar terminology.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-18 10:38:00 -07:00
ba87805d4c Add vendor pre-population for bulk code and individual edit forms
- Add vendor-changed HTMX handlers for both bulk code and individual edit
- Pre-populate default account at 100% when vendor is selected and no accounts exist
- Fix render-accounts-section to render from step-params correctly
- Change bulk code vendor-changed from hx-get to hx-post to include form data
- Add routes for vendor-changed endpoints
- Update e2e tests to cover vendor pre-population
- Run lein cljfmt fix across codebase
2026-05-21 14:45:19 -07:00
7fae3717f7 expense account fix 2026-01-16 16:24:43 -08:00
a2e31d6966 1099 expens account 2026-01-16 15:50:36 -08:00
b1273835d5 2025 1099s 2026-01-07 10:45:35 -08:00
ebf155d0cd change company 1099 dates 2025-01-29 06:38:52 -08:00
ce3cdf836a maybe fixes 2025-01-12 20:52:42 -08:00
a547b1671a Merge branch 'master' into wip-ledger-investigate 2024-11-20 11:51:54 -08:00
e8b753a0bd Makes it easy to tell which thing you selected 2024-11-20 11:40:02 -08:00
a8c7c7eb8e cleans up grids 2024-11-18 19:41:54 -08:00
631ee905da popper to tippy 2024-10-15 06:45:33 -07:00
046b70d593 fixes a couple loading issues, starts on report rendering. 2024-10-11 00:19:29 -07:00
0fe2d2a84b Transactions get unlinked when voided 2024-10-08 23:33:23 -07:00
8234db5623 Highlights plaid errors more clearly 2024-10-07 20:55:30 -07:00
8afbc124c4 Addes expense report card 2024-04-29 20:08:11 -07:00
ba439fad50 dont show button if not necessary 2024-04-24 21:34:12 -07:00
99db96ad61 Adds bank reconciliation report 2024-04-24 21:27:19 -07:00
633973cde4 minor tweak for vendor total 2024-04-23 08:27:12 -07:00
095fdc1d2f Makes another new vendor report 2024-04-22 21:48:22 -07:00
823ae4afe3 switches to 8 weeks 2024-04-22 14:33:44 -07:00
85833d1156 Adds expands expense account report 2024-04-22 14:33:10 -07:00
de6e6f1572 fixes bug, adds CSV template 2024-04-19 22:02:25 -07:00
22e92c819b Adds new expense report, with ability to break down by vendor 2024-04-19 21:48:28 -07:00
Bryce
8af5713ba2 Makes navigation a little bit better. 2024-03-20 14:48:44 -07:00
b40b2e5086 makes yodlee linkable again. 2024-03-04 23:01:08 -08:00
810c3aacb2 Adds the ability to set up read only users, adds linking filtering 2024-01-03 21:42:30 -08:00
eef1cfb919 Vendors form progress 2023-11-02 23:40:24 -07:00
5ed23f26be fixes 2023-10-26 15:54:41 -07:00
8c3d792b28 company 1099 works 2023-10-26 11:04:44 -07:00
5dab829db3 small tweak. 2023-09-28 23:33:38 -07:00
8c3756f1c1 Sets up impersonate for ssr pages too 2023-09-28 23:22:25 -07:00
1320667e69 Everything should be migrated over great 2023-09-28 22:42:21 -07:00
feee10e847 merged. 2023-09-28 22:24:27 -07:00
99accc067c progress on migrating all grids. 2023-09-28 22:22:25 -07:00
673dbd0807 Should force the user to select a client 2023-09-27 15:58:50 -07:00
d5565f7cf8 Revisions on grid page to make parameters easier to grok 2023-09-25 16:26:42 -07:00
cdd8d9a98f plaid filtering. 2023-09-06 15:23:37 -07:00
fd7c0b62e7 making ssr pages incorporate auth. 2023-09-06 14:52:22 -07:00
7d251c8398 fixes 2023-08-31 23:24:42 -07:00
Bryce
3597a5004d adds plaid reauth 2023-08-20 15:40:31 -07:00
Bryce
83ab75a4de Fixes yodlee bug 2023-08-11 08:29:04 -07:00
Bryce
a8ce1c1ed7 Makes yodlee edit work again 2023-08-10 22:04:05 -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
368c782fa4 merged. 2023-07-13 20:12:49 -07:00
Bryce
3540346fc8 Makes tailwind version of history page 2023-06-01 09:26:52 -07:00
Bryce
721bbaea53 All of my company works spame way 2023-05-30 14:36:34 -07:00
Bryce
a681b61115 Merge branch 'master' into try-tailwind
merged
2023-05-26 16:59:10 -07:00
Bryce
ab4db8c9ff allows editing all vendors. 2023-05-25 09:44:30 -07:00
Bryce
0c8bcc55b6 Allows VS to edit all vendors. 2023-05-25 08:54:26 -07:00