Commit Graph

377 Commits

Author SHA1 Message Date
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
fc8eefb8cb fixes build 2023-10-17 10:32:16 -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
b1580b6e35 nice tweak for validation 2023-10-13 00:08:40 -07:00
47f7cc7e76 nice tweak for validation 2023-10-13 00:08:35 -07:00
b61e0df108 fix 2023-10-12 23:35:33 -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
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
d1798f6b5c further cleans up POS 2023-09-28 20:41:00 -07:00
c73c7619d8 cleanup 2023-09-28 08:05:14 -07:00
fddd3d9007 makes all sales orders use new grid helper 2023-09-27 23:52:57 -07:00
673dbd0807 Should force the user to select a client 2023-09-27 15:58:50 -07:00
c5c752417b Maybe using new datepicker 2023-09-27 09:03:16 -07:00
160c289f03 progress towards sales. 2023-09-26 14:30:21 -07:00
94ef7ebf03 progress for sales 2023-09-25 23:44:35 -07:00
d5565f7cf8 Revisions on grid page to make parameters easier to grok 2023-09-25 16:26:42 -07:00
e23cc6e8fd progress on ssr sales. 2023-09-23 07:13:32 -07:00
85597fd9eb ssr sales 2023-09-14 22:45:05 -07:00
2454695124 fixes glimpse 2023-09-14 12:59:32 -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
a891046084 should make glimpse work correctly (again) 2023-09-02 09:00:22 -07:00
be75758ca7 fixes glimpse 2023-09-01 10:48:43 -07:00
0c23ccc811 hopefully makes the insights page show correct 2023-09-01 00:24:23 -07:00
7d251c8398 fixes 2023-08-31 23:24:42 -07:00
1d82ec29e0 Makes multiple client selection somewhat possible via graphql. 2023-08-31 13:05:06 -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
8a31112c5b minor tweak. 2023-08-19 15:34:03 -07:00
Bryce
486c428917 Pregenerates recommendatios 2023-08-19 13:52:44 -07:00
Bryce
b81469d35c tweak. 2023-08-17 08:47:21 -07:00
Bryce
0ecb5c9516 Makes client change not go to the wrong page 2023-08-14 10:17:18 -07:00
Bryce
673ca471f9 insights 2023-08-14 07:21:38 -07:00
Bryce
f6fdbd52a0 better insights. 2023-08-13 20:10:27 -07:00
Bryce
043b72ea76 Able to find nearby transactions 2023-08-13 15:57:15 -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
0427eca8a8 makes ezcater xls look like the other pages. 2023-08-04 12:54:56 -07:00
Bryce
e2b67bde91 Makes usage of https for pdfs 2023-08-04 09:41:22 -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