Commit Graph

14 Commits

Author SHA1 Message Date
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 a7da29badb Add compact live-filter client list for Firm Admin 2026-08-02 10:26:01 +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 a58ec7b807 Enforce partner client ownership and partner-scoped imports 2026-07-29 06:05:10 +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 2dc2a712e8 Add client groups and family tracking 2026-07-25 22:32:35 +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 c36f419923 Align client onboarding documents and engagement AQMM workflow 2026-07-11 22:20:26 +05:30
A R R R Associates 1b5fec270b Add digital client acceptance workflow 2026-07-07 09:49:20 +05:30
A R R R Associates aa32579084 Add client acceptance controls for AQMM and peer review workflow 2026-07-06 18:37:34 +05:30
A R R R Associates dcb352d6c3 Upgrade client dashboard to v2 grouped ajax portal 2026-07-06 11:20:37 +05:30
A R R R Associates 770ba9af07 Add client dashboard ajax tabs v1 2026-07-05 21:42:54 +05:30
A R R R Associates b97af0ea1e Phase 1 fix auth redirect API handling and route issues 2026-06-25 20:33:15 +05:30
A R R R Associates 5c75eb6bd9 Prepare ERP source for Gitea deployment 2026-06-20 15:01:44 +05:30