 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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4026279ba8
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Fix Phase 4 service catalogue foreign key
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2026-07-23 12:12:33 +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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A R R R Associates
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dfdc74b534
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Add grouped employee engagement workflow workspace phase 2
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2026-07-19 23:49:31 +05:30 |
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A R R R Associates
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f25f67389e
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Add engagement-level employee workflow board phase 1
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2026-07-19 23:36:38 +05:30 |
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A R R R Associates
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df52845194
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Integrate audit checklist responses into service tasks
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2026-07-19 21:59:24 +05:30 |
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A R R R Associates
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05b736b6c9
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Add export for all system default tasks
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2026-07-19 11:53:26 +05:30 |
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A R R R Associates
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73cff705c4
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Fix empty category filter in service catalogue pagination
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2026-07-19 08:27:18 +05:30 |
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A R R R Associates
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a03314af50
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Add pagination to service catalogue
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2026-07-18 13:42:47 +05:30 |
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A R R R Associates
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cd8e679d71
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Fix service catalogue export datetime import
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2026-07-18 12:21:35 +05:30 |
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A R R R Associates
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e219a0800c
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Hide inactive merged services from service catalogue
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2026-07-17 23:20:08 +05:30 |
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A R R R Associates
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0b58bf182b
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Add controlled service catalogue merge workflow
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2026-07-17 22:59:02 +05:30 |
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A R R R Associates
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9f51461548
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Add service catalogue Excel export and duplicate review
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2026-07-17 22:18:33 +05:30 |
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A R R R Associates
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9c04d97625
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Add consultant onboarding for firm administrators
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2026-07-17 13:55:14 +05:30 |
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A R R R Associates
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46536bf96e
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Add delta-based bank extraction and summary reconciliations
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2026-07-16 22:53:06 +05:30 |
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