Everything a real deployment has to decide, in one place.
How money and dates are written, to match the way the team works.
How amounts round on lists and detail screens. Documents always print the exact figure.
How dates read on screen. A narrow column always shortens to 9/15.
Applies to the calendar and every date picker.
Appearance is changed in the header's drawer, not here — one setting, one place.
Where assets, goals and contact history come from. The real credentials live in environment variables.
Reads balances and holdings. Turn it off and the asset figures stop updating.
The other balance source. A client can hold accounts at both.
Pushes saved contact entries to the broker and reads the status back.
Where goals and reports come from. Turn it off and the goals tab empties.
Hands the accounts added here over to the portfolio side.
Which alerts reach the advisor.
Tells the advisor when a balance could not be read.
One digest the day before, covering the advisor's own clients.
When a proposal or report changes in the planning system.
A weekly roundup of clients not contacted in 90 days.
The option sets. Some are still provisional, so none are editable here — the meta tables in code are the one place they live.
The chip on the list and the detail header. Provisional.
Five steps, entered in the CRM. No account can supply it.
What can be picked when adding an account. Provisional.
They order like this, and only agreements and ID documents accept uploads.
What comes back from the broker. Provisional values for now.
Drop everything touched in this app and go back to the mock's starting state.
Stars, memos, added accounts and contact entries, and every read or archive in the mailbox.