Commit Graph

166 Commits

Author SHA1 Message Date
A R R R Associates 28368c3abf Simplify login page labels 2026-08-02 09:35:23 +05:30
A R R R Associates 4dda760ed4 Separate professional and client login paths 2026-08-02 09:27:06 +05:30
A R R R Associates 181d4f2c2e Prevent authenticated pages appearing after logout 2026-08-01 13:35:30 +05:30
A R R R Associates 2c415c38b9 Fix assigned client live search initialization 2026-07-31 15:44:46 +05:30
A R R R Associates a9bcaf7f0b Fix live search on Partner Dashboard clients 2026-07-31 15:19:19 +05:30
A R R R Associates f5bfdda775 Add compact live-filter client lists for partners 2026-07-31 15:03:52 +05:30
A R R R Associates db23d28346 Add dynamic scrolling to consultant linked clients 2026-07-31 13:48:28 +05:30
A R R R Associates a40f9af975 Add instant consultant client filtering without pagination 2026-07-31 13:34:24 +05:30
A R R R Associates 9c2708d671 Fix missing ceil import in consultant pagination 2026-07-31 12:38:30 +05:30
A R R R Associates b8d8c47d08 Correct consultant client model imports 2026-07-31 12:35:47 +05:30
A R R R Associates 28284b1f52 Fix missing ClientGroup import 2026-07-31 12:31:11 +05:30
A R R R Associates 07668318aa Add compact searchable consultant client list 2026-07-31 12:22:24 +05:30
A R R R Associates d791670003 Fix consultant linked firm clients tab rendering 2026-07-31 11:53:27 +05:30
A R R R Associates 0ffdb540f4 Fix linked firm clients dashboard navigation 2026-07-31 11:14:11 +05:30
A R R R Associates 13439bdcbe Fix missing SQLAlchemy exists import in partner dashboard 2026-07-29 15:57:21 +05:30
A R R R Associates cc5a936d4e Enforce partner ownership on partner dashboard 2026-07-29 15:52:25 +05:30
A R R R Associates a58ec7b807 Enforce partner client ownership and partner-scoped imports 2026-07-29 06:05:10 +05:30
A R R R Associates 83f4cd2d4f Fix empty numeric filters in client pagination 2026-07-26 23:02:50 +05:30
A R R R Associates 6df1bc3cda Restore client list pagination 2026-07-26 22:47:13 +05:30
A R R R Associates 2ea0ba907a Fix Client Groups circular imports and module dependencies 2026-07-25 22:58:07 +05:30
A R R R Associates ea0f3a1802 Fix Client Groups database session import 2026-07-25 22:44:31 +05:30
A R R R Associates 2dc2a712e8 Add client groups and family tracking 2026-07-25 22:32:35 +05:30
A R R R Associates 5e6584702c Align client import with PAN identity and consultant linkage 2026-07-23 22:52:51 +05:30
A R R R Associates 76039d915d Add phase 6 PAN login invitation and client identity 2026-07-23 15:08:26 +05:30
A R R R Associates 90345a2e1a Fix consultant engagement HTML response import 2026-07-23 14:53:18 +05:30
A R R R Associates 1b9f555dcf Add phase 5 secure credential vault 2026-07-23 14:44:02 +05:30
A R R R Associates d113db0d20 Show engagement progress instead of internal task status to consultants 2026-07-23 12:59:47 +05:30
A R R R Associates 929ed26737 Add phase 4 registration and renewal lifecycle management 2026-07-23 12:05:41 +05:30
A R R R Associates 0f7d6f4396 Add phase 3 consultant task execution workflow 2026-07-23 11:37:04 +05:30
A R R R Associates e9db81b32f Add phase 2 consultant visibility communications and document requests 2026-07-22 23:55:52 +05:30
A R R R Associates 8f51d16c7d Add phase 1 client consultant referral and linkage 2026-07-22 23:45:05 +05:30
A R R R Associates 02a549bd05 Add HSBC bank statement parser with common OCR support 2026-07-21 16:45:36 +05:30
A R R R Associates dba7424dbd Add common OCR fallback for image-only bank statements 2026-07-21 14:46:09 +05:30
A R R R Associates 321f49db52 Fix common statement reconciliation and analyzer filenames 2026-07-20 23:43:13 +05:30
A R R R Associates 0e931411d6 Fix multi-account bank reconciliation and output filename 2026-07-20 22:17:25 +05:30
A R R R Associates 7cf330b213 Fix WorkflowEscalation date model import 2026-07-20 15:36:26 +05:30
A R R R Associates 55c5a7acdf Delete VPS document stage after verified local storage sync 2026-07-20 15:27:58 +05:30
A R R R Associates bca72ab2d9 Add partner engagement review and release workspace phase 5B 2026-07-20 13:11:11 +05:30
A R R R Associates 4c81659156 Add manager engagement review workspace phase 5A 2026-07-20 12:54:10 +05:30
A R R R Associates fe23b2b253 Add advanced employee engagement workflow controls phase 4 2026-07-20 00:47:34 +05:30
A R R R Associates 031c278e8f Add employee engagement pause and dependency workflow phase 3 2026-07-20 00:31:29 +05:30
A R R R Associates dfdc74b534 Add grouped employee engagement workflow workspace phase 2 2026-07-19 23:49:31 +05:30
A R R R Associates f25f67389e Add engagement-level employee workflow board phase 1 2026-07-19 23:36:38 +05:30
A R R R Associates df52845194 Integrate audit checklist responses into service tasks 2026-07-19 21:59:24 +05:30
A R R R Associates 05b736b6c9 Add export for all system default tasks 2026-07-19 11:53:26 +05:30
A R R R Associates 73cff705c4 Fix empty category filter in service catalogue pagination 2026-07-19 08:27:18 +05:30
A R R R Associates a03314af50 Add pagination to service catalogue 2026-07-18 13:42:47 +05:30
A R R R Associates cd8e679d71 Fix service catalogue export datetime import 2026-07-18 12:21:35 +05:30
A R R R Associates e219a0800c Hide inactive merged services from service catalogue 2026-07-17 23:20:08 +05:30
A R R R Associates 0b58bf182b Add controlled service catalogue merge workflow 2026-07-17 22:59:02 +05:30