Commit Graph

118 Commits

Author SHA1 Message Date
Ahmed Bouhuolia
9a34f3e283 fix: invalidate account cache on bulk uncategorizing 2024-08-12 10:11:40 +02:00
Ahmed Bouhuolia
faa81abee4 feat(banking): uncategorize bank transactions in bulk 2024-08-11 21:26:02 +02:00
Ahmed Bouhuolia
a986c7a250 fix: Banking api account and page query. 2024-08-07 20:08:59 +02:00
Ahmed Bouhuolia
a09fe26df7 fix: group query key constants in seperate file 2024-08-05 21:36:34 +02:00
Ahmed Bouhuolia
8e99a31455 fix: validate exclude and unexclude uncategorized transaction 2024-08-05 15:56:11 +02:00
Ahmed Bouhuolia
9836129e49 Merge branch 'develop' into bulk-categorize-bank-transactions 2024-08-04 22:23:02 +02:00
Ahmed Bouhuolia
475ccd4903 Merge pull request #563 from bigcapitalhq/pause-resume-bank-feeds-syncing
feat: pause/resume bank account feeds syncing
2024-08-04 21:47:32 +02:00
Ahmed Bouhuolia
fc0240c692 feat: confimation dialog on disconnecting bank account 2024-08-04 19:44:36 +02:00
Ahmed Bouhuolia
647bed5c67 feat: control the multi-select switch 2024-08-04 15:42:53 +02:00
Ahmed Bouhuolia
208800b411 feat: wip pause/resume bank feeds syncing 2024-08-04 11:22:21 +02:00
Ahmed Bouhuolia
fdf3e34f1c feat: wip uncategorize bank transaction 2024-08-03 23:30:23 +02:00
Ahmed Bouhuolia
d74337fb94 feat: wip multi-select transactions to categorization and matching 2024-08-03 22:01:21 +02:00
Ahmed Bouhuolia
940b4f9175 Merge pull request #553 from oleynikd/attachments
Download attachments (documents) with original filenames
2024-08-02 02:42:52 +02:00
Ahmed Bouhuolia
590506f183 Merge branch 'develop' into bulk-categorize-bank-transactions 2024-08-01 13:46:03 +02:00
Ahmed Bouhuolia
bed281a637 feat: wip multipe transactions categorization 2024-08-01 13:44:49 +02:00
Denis
a1ddc81dac Fixed double slash in attachments route 2024-07-30 23:54:46 +03:00
Ahmed Bouhuolia
ba7f32c1bf feat: abstract the pricing plans for setup and billing page 2024-07-30 17:47:03 +02:00
Ahmed Bouhuolia
07c57ed539 Merge branch 'develop' into billing-subscription-page 2024-07-30 10:03:31 +02:00
Ahmed Bouhuolia
b91273eee4 Merge branch 'develop' into disconnect-bank-account 2024-07-29 20:17:09 +02:00
Ahmed Bouhuolia
acd3265e35 feat: add migration to is_syncing_owner column in accounts table 2024-07-29 20:01:04 +02:00
Ahmed Bouhuolia
1660df20af feat: wip billing page 2024-07-28 17:53:55 +02:00
Ahmed Bouhuolia
383be111fa feat: style the billing page 2024-07-27 21:47:17 +02:00
Ahmed Bouhuolia
7720b1cc34 feat: getting subscription endpoint 2024-07-27 17:39:50 +02:00
Ahmed Bouhuolia
db634cbb79 feat: pause, resume main subscription 2024-07-27 16:55:56 +02:00
Ahmed Bouhuolia
6fb02f9869 feat: bulk categorize and match bank transactions 2024-07-18 19:41:23 +02:00
Ahmed Bouhuolia
449390143d feat: bulk categorizing bank transactions 2024-07-18 17:00:23 +02:00
Ahmed Bouhuolia
51471ed000 feat: exclude bank transactions in bulk 2024-07-17 23:19:59 +02:00
Ahmed Bouhuolia
c2815afbe3 feat: disconnect and update bank account 2024-07-16 17:09:00 +02:00
Ahmed Bouhuolia
fa7e6b1fca feat: disconnect bank account 2024-07-15 23:18:39 +02:00
Ahmed Bouhuolia
38d4122d11 fix: matching transactions bugs 2024-07-08 19:37:11 +02:00
Ahmed Bouhuolia
9a5befbee7 fix: bank transactions report 2024-07-07 22:11:57 +02:00
Ahmed Bouhuolia
87f60f7461 feat: cashflow transaction matching 2024-07-04 22:44:20 +02:00
Ahmed Bouhuolia
b8a0a5509d fix: style matching bank transactions 2024-07-03 19:41:43 +02:00
Ahmed Bouhuolia
67b519db61 fix: filter the uncategorized transactions out of matched transactions 2024-07-03 17:23:12 +02:00
Ahmed Bouhuolia
91730d204e feat: get bank account meta summary 2024-07-02 19:21:31 +02:00
Ahmed Bouhuolia
8a09de9771 fix: bank rules 2024-07-02 12:17:01 +02:00
Ahmed Bouhuolia
c95eec565d feat: auto fill categorize form from recognized transaction 2024-07-01 15:48:40 +02:00
Ahmed Bouhuolia
c27458ebcc feat: wip matching bank transactions 2024-07-01 12:02:59 +02:00
Ahmed Bouhuolia
48ff93b6ab feat: Typing the bank rules hooks 2024-06-30 08:27:32 +02:00
Ahmed Bouhuolia
b01528c06b fix: group matches to get possible and perfect matches 2024-06-29 13:21:59 +02:00
Ahmed Bouhuolia
978ce6c441 feat: excluded bank transactions 2024-06-27 22:14:53 +02:00
Ahmed Bouhuolia
7a9c7209bc feat: hook up the matching form to the server 2024-06-26 17:39:12 +02:00
Ahmed Bouhuolia
d2d37820f5 feat(webapp): edit bank rule 2024-06-26 00:04:54 +02:00
Ahmed Bouhuolia
1889969191 feat: bank rules table 2024-06-25 23:45:31 +02:00
Ahmed Bouhuolia
f1f52ce972 feat(webapp): bank rule form 2024-06-25 17:31:32 +02:00
Ahmed Bouhuolia
175bc243f3 fix: Organize Plaid env variables for development and sandbox envs (#480) 2024-06-03 20:50:02 +02:00
Ahmed Bouhuolia
f15fecde54 feat: resource tables printing 2024-06-02 13:15:56 +02:00
Ahmed Bouhuolia
958f78e7a4 feat: improve UI experience of resource priting 2024-05-31 15:30:49 +02:00
Ahmed Bouhuolia
ba77351e44 Merge branch 'develop' into print-resources 2024-05-30 19:50:05 +02:00
Ahmed Bouhuolia
6e50de1d28 feat: style tweaks to upload attachments popover 2024-05-29 19:03:21 +02:00