bottleneckcrm/docs/api
Ashwin 8d79ff0c2e feat: add account statement feature with PDF download
- Implemented a new endpoint for generating account statements as PDFs.
- Added API configuration for fetching account statements and their PDFs.
- Created data models for account statements, including sections and entries.
- Developed a provider for managing account statement data retrieval.
- Introduced a new screen for displaying account statements with options to change the date range.
- Enhanced the account detail screen to include a button for accessing statements.
- Implemented unit tests for account statement functionality and provider behavior.
- Updated invoice formatting to correctly display negative amounts for payments and credits.
2026-10-15 18:45:23 +05:30
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.endpoint-check-allowlist Refactor comments for clarity and consistency across multiple screens and services 2026-08-03 09:36:48 +05:30
accounts.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30
audit-log.md Refactor tests and add new functionality for ticket closing and mailbox handling 2026-09-27 11:43:51 +05:30
authentication.md feat: Implement per-client and global rate limits for magic-link and portal sign-in requests 2026-10-02 12:23:22 +05:30
cases.md Refactor tests and add new functionality for ticket closing and mailbox handling 2026-09-27 11:43:51 +05:30
contacts.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30
conventions.md chore: update frontend and backend URLs to use port 5181 for local development 2026-09-26 17:24:25 +05:30
customer-portal.md feat: Implement per-client and global rate limits for magic-link and portal sign-in requests 2026-10-02 12:23:22 +05:30
endpoint-index.md feat: add account statement feature with PDF download 2026-10-15 18:45:23 +05:30
errors.md feat: Implement per-client and global rate limits for magic-link and portal sign-in requests 2026-10-02 12:23:22 +05:30
exports.md Add unit tests for organization admin checks and saved views provider 2026-09-26 20:38:32 +05:30
invoices.md feat: add account statement feature with PDF download 2026-10-15 18:45:23 +05:30
leads.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30
macros.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30
opportunities.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30
saved-views.md Add unit tests for organization admin checks and saved views provider 2026-09-26 20:38:32 +05:30
tasks.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30
tokens-and-api-keys.md Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models 2026-09-27 06:28:09 +05:30