 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
|
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 |
|
|
A R R R Associates
|
cc5a936d4e
|
Enforce partner ownership on partner dashboard
|
2026-07-29 15:52:25 +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
|
83f4cd2d4f
|
Fix empty numeric filters in client pagination
|
2026-07-26 23:02:50 +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
|
2ea0ba907a
|
Fix Client Groups circular imports and module dependencies
|
2026-07-25 22:58:07 +05:30 |
|
|
A R R R Associates
|
ea0f3a1802
|
Fix Client Groups database session import
|
2026-07-25 22:44:31 +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
|
5e6584702c
|
Align client import with PAN identity and consultant linkage
|
2026-07-23 22:52:51 +05:30 |
|
|
A R R R Associates
|
76039d915d
|
Add phase 6 PAN login invitation and client identity
|
2026-07-23 15:08:26 +05:30 |
|
|
A R R R Associates
|
90345a2e1a
|
Fix consultant engagement HTML response import
|
2026-07-23 14:53:18 +05:30 |
|
|
A R R R Associates
|
1b9f555dcf
|
Add phase 5 secure credential vault
|
2026-07-23 14:44:02 +05:30 |
|
|
A R R R Associates
|
d113db0d20
|
Show engagement progress instead of internal task status to consultants
|
2026-07-23 12:59:47 +05:30 |
|
|
A R R R Associates
|
929ed26737
|
Add phase 4 registration and renewal lifecycle management
|
2026-07-23 12:05:41 +05:30 |
|
|
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 |
|