Commit Graph

51 Commits

Author SHA1 Message Date
Ahmed Bouhuolia
fa7e6b1fca feat: disconnect bank account 2024-07-15 23:18:39 +02:00
Ahmed Bouhuolia
df7790d7c1 fix: sync the removed bank transactions from the source 2024-07-13 21:54:44 +02:00
Ahmed Bouhuolia
59168bc691 fix: Plaid transactions syncing 2024-07-12 23:43:20 +02:00
Ahmed Bouhuolia
81b26c6f13 fix(hotfix): uniqid import 2024-07-12 20:15:28 +02:00
Ahmed Bouhuolia
da435d85d9 Merge pull request #524 from bigcapitalhq/fix-cashflow-transactions-type
fix: Cashflow transactions types
2024-07-09 14:57:43 +02:00
Ahmed Bouhuolia
533006b90e fix: Cashflow transactions types 2024-07-09 14:47:30 +02:00
Ahmed Bouhuolia
38d4122d11 fix: matching transactions bugs 2024-07-08 19:37:11 +02:00
Ahmed Bouhuolia
b80bc95fa5 fix: increment/decrement uncategorized transactions on excluding 2024-07-07 23:35:26 +02:00
Ahmed Bouhuolia
9a5befbee7 fix: bank transactions report 2024-07-07 22:11:57 +02:00
Ahmed Bouhuolia
b7487f19d3 fix: improvements to bank matching transactions 2024-07-06 19:10:07 +02:00
Ahmed Bouhuolia
cd9039fe16 fix(server): match transactions query 2024-07-06 16:10:34 +02:00
Ahmed Bouhuolia
87f60f7461 feat: cashflow transaction matching 2024-07-04 22:44:20 +02:00
Ahmed Bouhuolia
168883a933 fix: syntax error 2024-07-04 17:50:48 +02:00
Ahmed Bouhuolia
a5eb42edaf feat: wip bank transaction matching 2024-07-03 18:49:21 +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
79616cf1eb feat: sort the matched transactions 2024-07-01 13:03:38 +02:00
Ahmed Bouhuolia
c27458ebcc feat: wip matching bank transactions 2024-07-01 12:02:59 +02:00
Ahmed Bouhuolia
da0fab9a58 fix: Bank rules conditions column 2024-07-01 10:48:11 +02:00
Ahmed Bouhuolia
5bbcb7913d fix: Delete bank rule if it has no associations 2024-06-30 16:54:25 +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
87bf29f28c fix(server): getting matched transaction transformer 2024-06-26 22:25:37 +02:00
Ahmed Bouhuolia
8dc2b18707 feat: recognize the syncd bank transactions 2024-06-23 18:49:46 +02:00
Ahmed Bouhuolia
589b29bbdd feat: validate the matched linked transacation on deleting. 2024-06-23 14:34:40 +02:00
Ahmed Bouhuolia
ca403872b3 feat: exclude bank transaction 2024-06-21 11:33:03 +02:00
Ahmed Bouhuolia
738a84bb4b feat: match bank transaction 2024-06-20 23:31:46 +02:00
Ahmed Bouhuolia
b37002bea6 feat: exclude/unexclude the uncategorized transactions 2024-06-20 13:50:29 +02:00
Ahmed Bouhuolia
b6deb842ff feat: retrieve the matching transactions 2024-06-20 10:20:18 +02:00
Ahmed Bouhuolia
d3230767dd feat: matching uncategorized transactions 2024-06-19 22:40:10 +02:00
Ahmed Bouhuolia
6c4b0cdac5 feat: auto recognize uncategorized transactions 2024-06-19 13:49:12 +02:00
Ahmed Bouhuolia
0b5cee070a feat: recognize uncategorized transactions 2024-06-18 21:43:54 +02:00
Ahmed Bouhuolia
906835c396 feat: bank rules for uncategorized transactions 2024-06-18 17:14:30 +02:00
Ahmed Bouhuolia
3dadbeac4d fix: all sql queries should be under one transaction 2024-06-07 01:30:08 +02:00
Ahmed Bouhuolia
d27562bd43 fix: Plaid data available syncing 2024-06-07 01:07:17 +02:00
Ahmed Bouhuolia
f241e2bede fix: Plaid syncs deposit imports as withdrawals (#481) 2024-06-03 21:56:29 +02:00
Ahmed Bouhuolia
83fbb7225d feat: remove uncategorized transaction from expenses 2024-03-07 20:58:44 +02:00
Ahmed Bouhuolia
db839137d0 feat(server): change the Plaid synced bank name. 2024-03-05 16:36:35 +02:00
Ahmed Bouhuolia
68f2f4ee84 feat: wip categorized transactions 2024-03-04 21:01:36 +02:00
Ahmed Bouhuolia
f23e8d98f6 feat(server): sync Plaid transactions to uncategorized transactions 2024-03-04 13:42:17 +02:00
Ahmed Bouhuolia
ea8c5458ff feat: Categorize the bank synced transactions 2024-02-29 23:53:26 +02:00
Ahmed Bouhuolia
2d3544fe37 feat: add socker connection between client and server 2024-02-24 00:18:48 +02:00
Ahmed Bouhuolia
1fd8a53ed1 feat(server): listen to Plaid webhooks 2024-02-14 17:11:07 +02:00
Ahmed Bouhuolia
706a324121 feat(server): Plaid webhooks 2024-02-08 20:18:52 +02:00
Ahmed Bouhuolia
00d9bc537c feat: ability to remove the removed Plaid transactions in updating 2024-02-04 22:17:37 +02:00
Ahmed Bouhuolia
2e0b3d0d5e feat: add bank balance column to account 2024-02-04 22:16:12 +02:00
Ahmed Bouhuolia
e0ddcb022a feat(server): move updating plaid transactions to background job 2024-02-03 13:59:46 +02:00
Ahmed Bouhuolia
b940c6dd17 feat(server): wip syncing Plaid transactions 2024-02-02 02:23:49 +02:00