Commit Graph

169 Commits

Author SHA1 Message Date
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
A R R R Associates 9f51461548 Add service catalogue Excel export and duplicate review 2026-07-17 22:18:33 +05:30
A R R R Associates 9c04d97625 Add consultant onboarding for firm administrators 2026-07-17 13:55:14 +05:30
A R R R Associates 46536bf96e Add delta-based bank extraction and summary reconciliations 2026-07-16 22:53:06 +05:30
A R R R Associates d9ae1519a4 Fix Indian Bank extraction and add shared multi-format dates for all banks 2026-07-16 21:56:08 +05:30
A R R R Associates 43ab9c9aae Add comprehensive global bank transaction classification rules 2026-07-15 10:28:02 +05:30
A R R R Associates e2690884eb Add formula-driven bank analysis workbook and party grouping 2026-07-14 19:01:40 +05:30
A R R R Associates 57e326ff68 Support current Indian Bank FY statement transaction layout 2026-07-13 22:12:47 +05:30
A R R R Associates 06aca4adc9 Fix bank analyzer duplicate column handling 2026-07-13 22:04:19 +05:30
A R R R Associates 897c7dad38 Add queued bank statement analysis with global concurrency limits 2026-07-13 15:02:58 +05:30
A R R R Associates afb098aa75 Consolidate bank analyzer bank selection and classification updates 2026-07-13 13:52:41 +05:30
A R R R Associates 31f7c8fd3e Remove bank analyzer document service circular import 2026-07-13 13:46:45 +05:30
A R R R Associates b45538a496 Preserve bank analyzer import and pandas Excel fixes 2026-07-13 10:44:25 +05:30
A R R R Associates c0c02cedfb Fix bank analyzer Excel export for current pandas 2026-07-13 10:38:25 +05:30
A R R R Associates 5225d11d3a Fix Indian Bank statement detection and extraction 2026-07-13 10:30:58 +05:30
A R R R Associates 92d412de72 Fix bank statement analyzer package import 2026-07-13 10:17:30 +05:30
A R R R Associates bbc5afe1c0 Add bank statement analyzer with automatic work storage 2026-07-13 10:12:19 +05:30
A R R R Associates d391e9b443 Fix generated Windows storage agent background installation 2026-07-12 23:47:33 +05:30
A R R R Associates c36f419923 Align client onboarding documents and engagement AQMM workflow 2026-07-11 22:20:26 +05:30
A R R R Associates a9dda197ad Clean client onboarding master fields and preserve existing compatibility 2026-07-11 21:36:28 +05:30
A R R R Associates 1598cd8147 Move service applicability out of initial client onboarding 2026-07-11 21:20:52 +05:30
A R R R Associates b62644c6bf Unify Consultant navigation and align full-width header 2026-07-11 10:57:08 +05:30
A R R R Associates 49f0ce15f6 Unify Client navigation and align full-width header 2026-07-11 08:38:50 +05:30
A R R R Associates 2fbd1b5069 Unify Employee navigation and align full-width header 2026-07-11 08:05:15 +05:30
A R R R Associates 5d5a0d9bd6 Unify Manager navigation and align full-width header 2026-07-11 07:58:55 +05:30
A R R R Associates 63a296ad07 Unify Partner navigation and align full-width header 2026-07-11 07:50:44 +05:30
A R R R Associates ddfcef4f71 Unify Firm Admin navigation and align full-width header 2026-07-11 07:22:13 +05:30
A R R R Associates 69dcd42d7b Unify System Admin navigation and full-width header 2026-07-11 07:15:16 +05:30
A R R R Associates 79eb45c675 Activate UIUX V2 navigation for System Admin 2026-07-10 21:46:46 +05:30