 A R R R Associates
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6224b721c9
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Add City Union Bank Bank of Baroda and RBL statement parsers
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2026-08-03 17:05:41 +05:30 |
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A R R R Associates
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d447e6be8b
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Add Central Bank of India and YES Bank statement parsers
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2026-08-03 16:32:40 +05:30 |
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A R R R Associates
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b1b088d4f2
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Add ICICI bank statement parser
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2026-08-03 15:53:22 +05:30 |
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A R R R Associates
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4a5416d1ea
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Display bank analyzer timestamps in firm timezone
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2026-08-03 15:19:17 +05:30 |
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A R R R Associates
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b1ccb8d0d2
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Add transaction balance reconciliation and reorder analyzer workbook
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2026-08-03 14:05:43 +05:30 |
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A R R R Associates
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2184ede4e3
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Derive missing bank statement opening and closing balances
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2026-08-03 13:11:47 +05:30 |
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A R R R Associates
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64368247df
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Add support for multiple SBI statement layouts
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2026-08-03 10:24:31 +05:30 |
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A R R R Associates
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a7da29badb
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Add compact live-filter client list for Firm Admin
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2026-08-02 10:26:01 +05:30 |
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A R R R Associates
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6c308c4217
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Fix Firm Admin client list review access expression
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2026-08-02 10:17:40 +05:30 |
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A R R R Associates
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28368c3abf
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Simplify login page labels
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2026-08-02 09:35:23 +05:30 |
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A R R R Associates
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4dda760ed4
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Separate professional and client login paths
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2026-08-02 09:27:06 +05:30 |
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A R R R Associates
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181d4f2c2e
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Prevent authenticated pages appearing after logout
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2026-08-01 13:35:30 +05:30 |
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A R R R Associates
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2c415c38b9
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Fix assigned client live search initialization
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2026-07-31 15:44:46 +05:30 |
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A R R R Associates
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a9bcaf7f0b
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Fix live search on Partner Dashboard clients
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2026-07-31 15:19:19 +05:30 |
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A R R R Associates
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f5bfdda775
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Add compact live-filter client lists for partners
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2026-07-31 15:03:52 +05:30 |
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A R R R Associates
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db23d28346
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Add dynamic scrolling to consultant linked clients
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2026-07-31 13:48:28 +05:30 |
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A R R R Associates
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a40f9af975
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Add instant consultant client filtering without pagination
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2026-07-31 13:34:24 +05:30 |
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A R R R Associates
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9c2708d671
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Fix missing ceil import in consultant pagination
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2026-07-31 12:38:30 +05:30 |
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A R R R Associates
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b8d8c47d08
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Correct consultant client model imports
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2026-07-31 12:35:47 +05:30 |
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A R R R Associates
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28284b1f52
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Fix missing ClientGroup import
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2026-07-31 12:31:11 +05:30 |
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A R R R Associates
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07668318aa
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Add compact searchable consultant client list
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2026-07-31 12:22:24 +05:30 |
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A R R R Associates
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d791670003
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Fix consultant linked firm clients tab rendering
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2026-07-31 11:53:27 +05:30 |
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A R R R Associates
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0ffdb540f4
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Fix linked firm clients dashboard navigation
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2026-07-31 11:14:11 +05:30 |
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A R R R Associates
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13439bdcbe
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Fix missing SQLAlchemy exists import in partner dashboard
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2026-07-29 15:57:21 +05:30 |
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A R R R Associates
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cc5a936d4e
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Enforce partner ownership on partner dashboard
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2026-07-29 15:52:25 +05:30 |
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A R R R Associates
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a58ec7b807
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Enforce partner client ownership and partner-scoped imports
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2026-07-29 06:05:10 +05:30 |
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A R R R Associates
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83f4cd2d4f
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Fix empty numeric filters in client pagination
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2026-07-26 23:02:50 +05:30 |
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A R R R Associates
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6df1bc3cda
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Restore client list pagination
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2026-07-26 22:47:13 +05:30 |
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A R R R Associates
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2ea0ba907a
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Fix Client Groups circular imports and module dependencies
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2026-07-25 22:58:07 +05:30 |
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A R R R Associates
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ea0f3a1802
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Fix Client Groups database session import
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2026-07-25 22:44:31 +05:30 |
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A R R R Associates
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2dc2a712e8
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Add client groups and family tracking
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2026-07-25 22:32:35 +05:30 |
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A R R R Associates
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5e6584702c
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Align client import with PAN identity and consultant linkage
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2026-07-23 22:52:51 +05:30 |
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A R R R Associates
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76039d915d
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Add phase 6 PAN login invitation and client identity
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2026-07-23 15:08:26 +05:30 |
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A R R R Associates
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90345a2e1a
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Fix consultant engagement HTML response import
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2026-07-23 14:53:18 +05:30 |
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A R R R Associates
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1b9f555dcf
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Add phase 5 secure credential vault
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2026-07-23 14:44:02 +05:30 |
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A R R R Associates
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d113db0d20
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Show engagement progress instead of internal task status to consultants
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2026-07-23 12:59:47 +05:30 |
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A R R R Associates
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929ed26737
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Add phase 4 registration and renewal lifecycle management
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2026-07-23 12:05:41 +05:30 |
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A R R R Associates
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0f7d6f4396
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Add phase 3 consultant task execution workflow
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2026-07-23 11:37:04 +05:30 |
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A R R R Associates
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e9db81b32f
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Add phase 2 consultant visibility communications and document requests
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2026-07-22 23:55:52 +05:30 |
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A R R R Associates
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8f51d16c7d
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Add phase 1 client consultant referral and linkage
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2026-07-22 23:45:05 +05:30 |
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A R R R Associates
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02a549bd05
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Add HSBC bank statement parser with common OCR support
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2026-07-21 16:45:36 +05:30 |
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A R R R Associates
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dba7424dbd
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Add common OCR fallback for image-only bank statements
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2026-07-21 14:46:09 +05:30 |
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A R R R Associates
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321f49db52
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Fix common statement reconciliation and analyzer filenames
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2026-07-20 23:43:13 +05:30 |
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A R R R Associates
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0e931411d6
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Fix multi-account bank reconciliation and output filename
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2026-07-20 22:17:25 +05:30 |
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A R R R Associates
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7cf330b213
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Fix WorkflowEscalation date model import
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2026-07-20 15:36:26 +05:30 |
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A R R R Associates
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55c5a7acdf
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Delete VPS document stage after verified local storage sync
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2026-07-20 15:27:58 +05:30 |
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A R R R Associates
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bca72ab2d9
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Add partner engagement review and release workspace phase 5B
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2026-07-20 13:11:11 +05:30 |
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A R R R Associates
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4c81659156
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Add manager engagement review workspace phase 5A
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2026-07-20 12:54:10 +05:30 |
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A R R R Associates
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fe23b2b253
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Add advanced employee engagement workflow controls phase 4
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2026-07-20 00:47:34 +05:30 |
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A R R R Associates
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031c278e8f
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Add employee engagement pause and dependency workflow phase 3
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2026-07-20 00:31:29 +05:30 |
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