Commit Graph

201 Commits

Author SHA1 Message Date
A R R R Associates 47cd5c2cf3 Fix SBI multiline table parsing and restore template-first bank analysis 2026-08-05 17:49:44 +05:30
A R R R Associates 8bf409049b Show edit action for client service subscriptions 2026-08-05 15:20:03 +05:30
A R R R Associates 6a6ca2a4a7 Add controlled client subscription team reassignment 2026-08-05 15:09:32 +05:30
A R R R Associates 956560850d Style client service subscription screens 2026-08-05 13:54:26 +05:30
A R R R Associates 05d1c3ebd0 Fix client subscription template base path 2026-08-05 13:48:36 +05:30
A R R R Associates 0e9eb2bef2 Separate client service subscriptions from engagement instances 2026-08-05 13:42:11 +05:30
A R R R Associates 3bba0c1e32 Add period label to engagement task instances 2026-08-05 12:46:44 +05:30
A R R R Associates b488fa7dab Shorten periodic engagement constraint name 2026-08-05 12:38:11 +05:30
A R R R Associates c35c89982e Add periodic engagements and statutory due dates 2026-08-05 12:31:39 +05:30
A R R R Associates dd2a69dbaa Restore staff and manager filter with performing partner support 2026-08-05 11:58:28 +05:30
A R R R Associates 5a135a65a8 Add performing partner to clients and engagements 2026-08-05 10:52:36 +05:30
A R R R Associates 9bfc666dad Retain original bank statements for 24 hours 2026-08-05 10:44:41 +05:30
A R R R Associates fd2a572d06 Reorganize partner menu and retain dashboard views 2026-08-05 06:48:05 +05:30
A R R R Associates 5107b1b139 Filter partner workload to staff and managers 2026-08-05 06:23:34 +05:30
A R R R Associates 9abe68d695 Allow partners to add staff or branch managers 2026-08-04 22:59:18 +05:30
A R R R Associates da8f49fe0a Allow partners to securely add staff 2026-08-04 20:15:17 +05:30
A R R R Associates 1b5f90700a Require review partner for bulk assurance engagements 2026-08-04 19:15:57 +05:30
A R R R Associates efc73e1f83 Add multi-client bulk engagement setup 2026-08-04 15:01:44 +05:30
A R R R Associates 0f6e4126e8 Add independent bank identity detection and APGB parser 2026-08-04 13:50:52 +05:30
A R R R Associates 79bfc808d3 Fix modern ICICI template parsing and parser fallback 2026-08-04 13:10:24 +05:30
A R R R Associates 565425c914 Make template parser primary and automate bank detection 2026-08-04 12:49:58 +05:30
A R R R Associates d40f68f51a Add validated template fallback for bank statement layouts 2026-08-04 12:30:54 +05:30
A R R R Associates 1dbde5e0b9 Add SBI Account Summary layout template parser 2026-08-04 10:29:49 +05:30
A R R R Associates 7db38c7b04 Fix automatic firm task copying for production model 2026-08-03 19:01:35 +05:30
A R R R Associates 4274676513 Auto initialise firm tasks from system defaults 2026-08-03 17:43:18 +05:30
A R R R Associates 34c258e26e Add bulk firm selection to service catalogue 2026-08-03 17:23:38 +05:30
A R R R Associates 6224b721c9 Add City Union Bank Bank of Baroda and RBL statement parsers 2026-08-03 17:05:41 +05:30
A R R R Associates d447e6be8b Add Central Bank of India and YES Bank statement parsers 2026-08-03 16:32:40 +05:30
A R R R Associates b1b088d4f2 Add ICICI bank statement parser 2026-08-03 15:53:22 +05:30
A R R R Associates 4a5416d1ea Display bank analyzer timestamps in firm timezone 2026-08-03 15:19:17 +05:30
A R R R Associates b1ccb8d0d2 Add transaction balance reconciliation and reorder analyzer workbook 2026-08-03 14:05:43 +05:30
A R R R Associates 2184ede4e3 Derive missing bank statement opening and closing balances 2026-08-03 13:11:47 +05:30
A R R R Associates 64368247df Add support for multiple SBI statement layouts 2026-08-03 10:24:31 +05:30
A R R R Associates a7da29badb Add compact live-filter client list for Firm Admin 2026-08-02 10:26:01 +05:30
A R R R Associates 6c308c4217 Fix Firm Admin client list review access expression 2026-08-02 10:17:40 +05:30
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