131 Commits

Author	SHA1	Message	Date
David Bomba	0d767f7d98	update billing_context to use hashed_ids	2023-01-18 16:52:32 +11:00
David Bomba	3a1f1f5f8e	Updates for payment filters	2022-12-16 10:48:17 +11:00
David Bomba	ccb98aaf06	Updates for payment filters	2022-12-16 10:46:50 +11:00
David Bomba	7ca4e27059	Updates for payment filters	2022-12-16 10:36:53 +11:00
David Bomba	e2439b60c3	Prevent relinking of payments with transactions	2022-12-16 09:38:02 +11:00
David Bomba	27887b2b62	minor fixes	2022-12-06 14:50:37 +11:00
David Bomba	772d8d036f	add payment to bank transaction matching	2022-12-06 13:26:37 +11:00
David Bomba	83700a002d	Fixes for linking payments/expenses	2022-12-05 18:42:06 +11:00
David Bomba	591b007c1c	Tests for linking payments with expenses	2022-12-05 10:07:34 +11:00
David Bomba	c313caa59e	Add Payment Id to bank transactions table	2022-11-30 18:39:22 +11:00
David Bomba	9e69488254	Fixes for multiple deletes on a single invoice	2022-11-30 14:39:45 +11:00
David Bomba	4d1555b46e	Fixes for applying payment from a transaction, and then unwinding the transaction	2022-11-30 13:10:24 +11:00
David Bomba	08d1672258	Safety return for missing invoice	2022-11-25 08:25:34 +11:00
David Bomba	0784bdaef3	Clean up for logging	2022-11-25 07:53:37 +11:00
David Bomba	ff38a91302	Bulk match transactions	2022-11-25 07:52:47 +11:00
David Bomba	f3fdd1f7fd	Prevent deleted/archived/completed transactions from being re-converted	2022-11-17 08:43:17 +11:00
David Bomba	4830154ac6	Change UX for downloading documents from the client portal	2022-11-14 07:30:16 +11:00
David Bomba	dacde3358a	Add Bank Services class	2022-11-11 15:28:49 +11:00
David Bomba	b3d53a7cd8	Line item tax amounts	2022-11-10 21:57:55 +11:00
David Bomba	7535436047	Fixes for how we deal with over/under payments with transactions	2022-11-06 19:19:04 +11:00
David Bomba	0fc0ff25bd	Minor fixes for Bank Transactions / Integratiosn	2022-11-04 12:55:17 +11:00
David Bomba	941ae136be	Set company defaults for expenses when matching bank transactions	2022-10-27 12:43:25 +11:00
David Bomba	9a8468906a	Return list of bank transactions	2022-10-24 21:23:52 +11:00
David Bomba	049da325af	Return list of bank transactions	2022-10-24 21:22:17 +11:00
David Bomba	dfed106ba1	Return list of bank transactions	2022-10-24 21:20:29 +11:00
David Bomba	bb6e62add8	Always force a baseType	2022-10-24 20:00:49 +11:00
David Bomba	8ba4c07069	Always force a baseType	2022-10-24 20:00:01 +11:00
David Bomba	78cc2c9914	Always force a baseType	2022-10-24 19:57:59 +11:00
David Bomba	701b474efa	Bank Transactions matching default category ID	2022-10-24 15:51:34 +11:00
David Bomba	e96a6aaf13	Bank Transactions matching default category ID	2022-10-24 15:48:17 +11:00
David Bomba	9cb68884b3	Bank Transactions matching default category ID	2022-10-24 15:46:46 +11:00
David Bomba	01bdcc39fa	Bank Transactions matching default category ID	2022-10-24 15:45:14 +11:00
David Bomba	02080cc3b7	Bank Transactions matching default category ID	2022-10-24 15:38:47 +11:00
David Bomba	38923c8897	Minor fixes	2022-09-23 19:26:17 +10:00
David Bomba	8048992871	Minor fixes	2022-09-23 16:59:41 +10:00
David Bomba	a53f3edae6	Minor fixes	2022-09-23 16:54:22 +10:00
David Bomba	c62f621dc0	Refactor for bank transactions	2022-09-23 12:42:41 +10:00
David Bomba	f2ca50a0ff	Refactor for bank transactions	2022-09-23 12:38:24 +10:00
David Bomba	268ad71bfb	Refactor for bank transactions	2022-09-23 12:34:52 +10:00
David Bomba	023d596844	Add transaction id to expenses and payments	2022-09-23 12:30:53 +10:00
David Bomba	dd414fc588	Refactor bank transactions	2022-09-22 16:20:54 +10:00
David Bomba	8300b01504	Refactor for bank transactions	2022-09-22 15:54:58 +10:00
David Bomba	f14e9c9948	Auto pull transactions when linking accounts	2022-09-21 21:03:04 +10:00
David Bomba	3865d7193e	Refactor for bank transactions	2022-09-21 17:00:49 +10:00
David Bomba	d14df7ef2d	Refactor for bank transactions	2022-09-21 15:43:35 +10:00
David Bomba	02071e93d6	Bank Transaction matching	2022-09-15 17:31:32 +10:00
David Bomba	a4d7d4af54	Resolve categories	2022-09-15 16:28:18 +10:00
David Bomba	d93efb434d	Expense categories	2022-09-15 16:15:57 +10:00
David Bomba	e0a770c663	Working on matching transactions	2022-09-15 15:02:39 +10:00
David Bomba	212c5706b3	Cleanup	2022-09-14 19:49:23 +10:00
David Bomba	1c7acc161e	Fixes for bank transactions:	2022-09-14 19:14:00 +10:00
David Bomba	1128529ba1	Fixes for bank transactions:	2022-09-14 19:12:50 +10:00
David Bomba	24644a2ba1	Fixes for bank transactions:	2022-09-14 19:07:12 +10:00
David Bomba	104c6cf016	Fixes for bank transactions:	2022-09-14 18:25:30 +10:00
David Bomba	132eff8b24	Fixes for bank transactions:	2022-09-14 18:23:52 +10:00
David Bomba	53d0aef5cc	Fixes for bank transactions:	2022-09-14 18:13:46 +10:00
David Bomba	bced761d9b	Fixes for bank transactions:	2022-09-14 17:53:38 +10:00
David Bomba	433af7b00c	Fixes for bank transactions:	2022-09-14 17:51:46 +10:00
David Bomba	5410f0b95a	Fixes for bank transactions:	2022-09-14 17:45:25 +10:00
David Bomba	8d81ebf876	Fixes for bank transactions:	2022-09-14 17:42:54 +10:00
David Bomba	0cae4d0671	Fixes for bank transactions:	2022-09-14 17:35:13 +10:00
David Bomba	f1efdb663e	Fixes for bank transactions:	2022-09-14 17:00:47 +10:00
David Bomba	8f0fc3a303	Fixes for bank transactions:	2022-09-14 16:57:47 +10:00
David Bomba	73acc1b7d5	Fixes for bank transactions:	2022-09-14 16:48:56 +10:00
David Bomba	9b74cb4615	Logging	2022-09-14 16:19:08 +10:00
David Bomba	c15c1572e9	Logging	2022-09-14 15:52:54 +10:00
David Bomba	a2e2602ccb	Logging	2022-09-14 15:51:34 +10:00
David Bomba	25ac6a68b2	Logging	2022-09-14 15:50:44 +10:00
David Bomba	73f5c599fb	Fixes for bank transactions transformer	2022-09-14 15:35:51 +10:00
David Bomba	fbea193f75	Logging	2022-09-14 09:40:08 +10:00
David Bomba	56f3af100f	Logging	2022-09-14 09:33:49 +10:00
David Bomba	f512edb606	Logging	2022-09-14 09:16:27 +10:00
David Bomba	0a9a93b74a	Initialize from_date	2022-09-14 08:59:04 +10:00
David Bomba	17cb8b1b94	Working on bank transactions	2022-09-14 08:54:59 +10:00
David Bomba	c9f50608f2	Parsing bank transactions	2022-08-17 16:37:05 +10:00
David Bomba	fc80f96534	Parsing bank transactions	2022-08-17 13:43:16 +10:00
David Bomba	2d6888a6ec	Parsing bank transactions	2022-08-17 11:52:16 +10:00
David Bomba	d348d2ce4e	Bank transactions	2022-08-16 10:45:51 +10:00
David Bomba	1bfafbe24c	refactor test mode	2022-08-16 06:03:12 +10:00
David Bomba	2da7f4e17c	Data matching for bank integration	2022-08-12 15:25:18 +10:00
David Bomba	3b1d0e07e2	Automating data pulls	2022-08-12 13:41:55 +10:00