Commit Graph

  • 9aed9d31b9 Fix existing GSTIN display in bulk registrations main A R R R Associates 2026-08-10 12:33:08 +05:30
  • d8cb564dfc Prioritize active work and paginate completed engagements A R R R Associates 2026-08-10 12:17:51 +05:30
  • f79862203b Add ERP Local Agent secure self update framework A R R R Associates 2026-08-09 12:45:44 +05:30
  • b374aadf44 Integrate employee dashboard navigation into grouped menu A R R R Associates 2026-08-08 17:41:43 +05:30
  • b0757caf29 Group staff navigation using existing navigation structure A R R R Associates 2026-08-08 17:33:03 +05:30
  • 2d2ea5481f Restore employee portal navigation after grouping issue A R R R Associates 2026-08-08 17:26:49 +05:30
  • b7206682b5 Group staff employee portal navigation A R R R Associates 2026-08-08 17:09:21 +05:30
  • 01a1c1abc1 Add task role eligibility and safe open engagement sync A R R R Associates 2026-08-08 15:38:05 +05:30
  • 1a02af213d Add System and Firm Admin task controls A R R R Associates 2026-08-08 15:02:30 +05:30
  • c746a7e323 Close I1 quick action popups on outside click A R R R Associates 2026-08-08 13:36:22 +05:30
  • 39fd709341 Fix I1 inline panel task row layout A R R R Associates 2026-08-08 13:13:53 +05:30
  • e071f7e79c Show I1 inline panels below checklist task rows A R R R Associates 2026-08-08 13:04:25 +05:30
  • 6b3d9fc730 Add inline documents and messages to I1 checklist A R R R Associates 2026-08-08 12:55:39 +05:30
  • e1b5409bdf Implement I1 simplified engagement checklist A R R R Associates 2026-08-08 12:28:55 +05:30
  • 1ce4e3f21d Show trade name in Staff My Work A R R R Associates 2026-08-07 16:56:32 +05:30
  • 765833ce1b Fix Staff My Work row layout wrapper A R R R Associates 2026-08-07 16:34:24 +05:30
  • 91c78ce00e Change staff My Work engagements to compact row layout A R R R Associates 2026-08-07 15:53:24 +05:30
  • 84443f5b36 Fix timezone handling in employee engagement SLA A R R R Associates 2026-08-07 15:45:54 +05:30
  • a512aec512 Align engagement task model and repair missing task generation A R R R Associates 2026-08-07 15:33:49 +05:30
  • 5ec7f7d446 Generate engagement tasks automatically and repair missing tasks A R R R Associates 2026-08-07 14:04:15 +05:30
  • b29a53b79f Fix assigned staff engagement visibility in My Work A R R R Associates 2026-08-07 13:47:34 +05:30
  • eb9d65cd8b Show scope identity for client service subscriptions A R R R Associates 2026-08-07 12:49:17 +05:30
  • 986479d3a2 Use registration master for service catalogue scope types A R R R Associates 2026-08-07 12:04:44 +05:30
  • a5cf33bc7a Add subscription registration scope mapping A R R R Associates 2026-08-06 22:32:11 +05:30
  • 954d254bbc Map registration business unit and client branch A R R R Associates 2026-08-06 15:51:32 +05:30
  • 4248aae4d3 Add bulk client registration addition A R R R Associates 2026-08-06 14:32:59 +05:30
  • a57c11da77 Add scope columns to client related persons A R R R Associates 2026-08-06 13:39:01 +05:30
  • 445a03a539 Add partner client registration menu A R R R Associates 2026-08-05 21:16:17 +05:30
  • 28277590cc Add scope-aware subscriptions using existing registrations A R R R Associates 2026-08-05 19:36:55 +05:30
  • 9b307ebcdd Align bulk subscriptions with bulk engagement setup A R R R Associates 2026-08-05 18:31:30 +05:30
  • 47cd5c2cf3 Fix SBI multiline table parsing and restore template-first bank analysis A R R R Associates 2026-08-05 17:49:44 +05:30
  • 8bf409049b Show edit action for client service subscriptions A R R R Associates 2026-08-05 15:20:03 +05:30
  • 6a6ca2a4a7 Add controlled client subscription team reassignment A R R R Associates 2026-08-05 15:09:32 +05:30
  • 956560850d Style client service subscription screens A R R R Associates 2026-08-05 13:54:26 +05:30
  • 05d1c3ebd0 Fix client subscription template base path A R R R Associates 2026-08-05 13:48:36 +05:30
  • 0e9eb2bef2 Separate client service subscriptions from engagement instances A R R R Associates 2026-08-05 13:42:11 +05:30
  • 3bba0c1e32 Add period label to engagement task instances A R R R Associates 2026-08-05 12:46:44 +05:30
  • b488fa7dab Shorten periodic engagement constraint name A R R R Associates 2026-08-05 12:38:11 +05:30
  • c35c89982e Add periodic engagements and statutory due dates A R R R Associates 2026-08-05 12:31:39 +05:30
  • dd2a69dbaa Restore staff and manager filter with performing partner support A R R R Associates 2026-08-05 11:58:28 +05:30
  • 5a135a65a8 Add performing partner to clients and engagements A R R R Associates 2026-08-05 10:52:36 +05:30
  • 9bfc666dad Retain original bank statements for 24 hours A R R R Associates 2026-08-05 10:44:41 +05:30
  • fd2a572d06 Reorganize partner menu and retain dashboard views A R R R Associates 2026-08-05 06:48:05 +05:30
  • 5107b1b139 Filter partner workload to staff and managers A R R R Associates 2026-08-05 06:23:34 +05:30
  • 9abe68d695 Allow partners to add staff or branch managers A R R R Associates 2026-08-04 22:59:18 +05:30
  • da8f49fe0a Allow partners to securely add staff A R R R Associates 2026-08-04 20:15:17 +05:30
  • 1b5f90700a Require review partner for bulk assurance engagements A R R R Associates 2026-08-04 19:15:57 +05:30
  • efc73e1f83 Add multi-client bulk engagement setup A R R R Associates 2026-08-04 15:01:44 +05:30
  • 0f6e4126e8 Add independent bank identity detection and APGB parser A R R R Associates 2026-08-04 13:50:52 +05:30
  • 79bfc808d3 Fix modern ICICI template parsing and parser fallback A R R R Associates 2026-08-04 13:10:24 +05:30
  • 565425c914 Make template parser primary and automate bank detection A R R R Associates 2026-08-04 12:49:58 +05:30
  • d40f68f51a Add validated template fallback for bank statement layouts A R R R Associates 2026-08-04 12:30:54 +05:30
  • 1dbde5e0b9 Add SBI Account Summary layout template parser A R R R Associates 2026-08-04 10:29:49 +05:30
  • 7db38c7b04 Fix automatic firm task copying for production model A R R R Associates 2026-08-03 19:01:35 +05:30
  • 4274676513 Auto initialise firm tasks from system defaults A R R R Associates 2026-08-03 17:43:18 +05:30
  • 34c258e26e Add bulk firm selection to service catalogue A R R R Associates 2026-08-03 17:23:38 +05:30
  • 6224b721c9 Add City Union Bank Bank of Baroda and RBL statement parsers A R R R Associates 2026-08-03 17:05:41 +05:30
  • d447e6be8b Add Central Bank of India and YES Bank statement parsers A R R R Associates 2026-08-03 16:32:40 +05:30
  • b1b088d4f2 Add ICICI bank statement parser A R R R Associates 2026-08-03 15:53:22 +05:30
  • 4a5416d1ea Display bank analyzer timestamps in firm timezone A R R R Associates 2026-08-03 15:19:17 +05:30
  • b1ccb8d0d2 Add transaction balance reconciliation and reorder analyzer workbook A R R R Associates 2026-08-03 14:05:43 +05:30
  • 2184ede4e3 Derive missing bank statement opening and closing balances A R R R Associates 2026-08-03 13:11:47 +05:30
  • 64368247df Add support for multiple SBI statement layouts A R R R Associates 2026-08-03 10:24:31 +05:30
  • a7da29badb Add compact live-filter client list for Firm Admin A R R R Associates 2026-08-02 10:26:01 +05:30
  • 6c308c4217 Fix Firm Admin client list review access expression A R R R Associates 2026-08-02 10:17:40 +05:30
  • 28368c3abf Simplify login page labels A R R R Associates 2026-08-02 09:35:23 +05:30
  • 4dda760ed4 Separate professional and client login paths A R R R Associates 2026-08-02 09:27:06 +05:30
  • 181d4f2c2e Prevent authenticated pages appearing after logout A R R R Associates 2026-08-01 13:35:30 +05:30
  • 2c415c38b9 Fix assigned client live search initialization A R R R Associates 2026-07-31 15:44:46 +05:30
  • a9bcaf7f0b Fix live search on Partner Dashboard clients A R R R Associates 2026-07-31 15:19:19 +05:30
  • f5bfdda775 Add compact live-filter client lists for partners A R R R Associates 2026-07-31 15:03:52 +05:30
  • db23d28346 Add dynamic scrolling to consultant linked clients A R R R Associates 2026-07-31 13:48:28 +05:30
  • a40f9af975 Add instant consultant client filtering without pagination A R R R Associates 2026-07-31 13:34:24 +05:30
  • 9c2708d671 Fix missing ceil import in consultant pagination A R R R Associates 2026-07-31 12:38:30 +05:30
  • b8d8c47d08 Correct consultant client model imports A R R R Associates 2026-07-31 12:35:47 +05:30
  • 28284b1f52 Fix missing ClientGroup import A R R R Associates 2026-07-31 12:31:11 +05:30
  • 07668318aa Add compact searchable consultant client list A R R R Associates 2026-07-31 12:22:24 +05:30
  • d791670003 Fix consultant linked firm clients tab rendering A R R R Associates 2026-07-31 11:53:27 +05:30
  • 0ffdb540f4 Fix linked firm clients dashboard navigation A R R R Associates 2026-07-31 11:14:11 +05:30
  • 13439bdcbe Fix missing SQLAlchemy exists import in partner dashboard A R R R Associates 2026-07-29 15:57:21 +05:30
  • cc5a936d4e Enforce partner ownership on partner dashboard A R R R Associates 2026-07-29 15:52:25 +05:30
  • a58ec7b807 Enforce partner client ownership and partner-scoped imports A R R R Associates 2026-07-29 06:05:10 +05:30
  • 83f4cd2d4f Fix empty numeric filters in client pagination A R R R Associates 2026-07-26 23:02:50 +05:30
  • 6df1bc3cda Restore client list pagination A R R R Associates 2026-07-26 22:47:13 +05:30
  • 2ea0ba907a Fix Client Groups circular imports and module dependencies A R R R Associates 2026-07-25 22:58:07 +05:30
  • ea0f3a1802 Fix Client Groups database session import A R R R Associates 2026-07-25 22:44:31 +05:30
  • 2dc2a712e8 Add client groups and family tracking A R R R Associates 2026-07-25 22:32:35 +05:30
  • 5e6584702c Align client import with PAN identity and consultant linkage A R R R Associates 2026-07-23 22:52:51 +05:30
  • 76039d915d Add phase 6 PAN login invitation and client identity A R R R Associates 2026-07-23 15:08:26 +05:30
  • 90345a2e1a Fix consultant engagement HTML response import A R R R Associates 2026-07-23 14:53:18 +05:30
  • 1b9f555dcf Add phase 5 secure credential vault A R R R Associates 2026-07-23 14:44:02 +05:30
  • d113db0d20 Show engagement progress instead of internal task status to consultants A R R R Associates 2026-07-23 12:59:47 +05:30
  • 4026279ba8 Fix Phase 4 service catalogue foreign key A R R R Associates 2026-07-23 12:12:33 +05:30
  • 929ed26737 Add phase 4 registration and renewal lifecycle management A R R R Associates 2026-07-23 12:05:41 +05:30
  • 0f7d6f4396 Add phase 3 consultant task execution workflow A R R R Associates 2026-07-23 11:37:04 +05:30
  • e9db81b32f Add phase 2 consultant visibility communications and document requests A R R R Associates 2026-07-22 23:55:52 +05:30
  • 8f51d16c7d Add phase 1 client consultant referral and linkage A R R R Associates 2026-07-22 23:45:05 +05:30
  • 02a549bd05 Add HSBC bank statement parser with common OCR support A R R R Associates 2026-07-21 16:45:36 +05:30
  • dba7424dbd Add common OCR fallback for image-only bank statements A R R R Associates 2026-07-21 14:46:09 +05:30
  • 321f49db52 Fix common statement reconciliation and analyzer filenames A R R R Associates 2026-07-20 23:43:13 +05:30