Set up a Custom API Page on Core UI Updated

已完成 已发布的 5 年前 货到付款
已完成 货到付款

Please use the existing code, to create “additional information” page that will look similar to “Add ons” screenshot. Then set up the several fixed categories (Bank Transactions, Accounting Statements, Tax Returns, Additional Attachments).

1) Use existing code to add additional page called “Additional Information”

2) Set up a add on list similar to “Add Ons”

a. Bank Statements (Plaid API)

b. Company Financial Statements (Quickbooks API)

c. Company IRS Tax Returns (PDF Attachment)

d. Additional Field (Attachment) – Should be able to add a few

3) Bank Statements will have a Connect Button (or Switch), which when pressed will activate plaid and ask user to log in. Once the user logs in into the bank account, information will be sent to our Database (MongoDB) for last 3 years of transactions and balance data. After that the user will be sent back to “Additional Information” page and Connect Button will change color and say Connected

4) Company Financial Statements will have a Connect Button, which when pressed will activate Quickbooks, and ask user to log in. Once the user logs in into quickbooks and Authorizes to share the information, the information will be sent to our Database (MongoDB) for the past 3 years + Year to Date. After that the user will be sent back to “Additional Information” page and Connect Button will change color and say Connected

5) Additional Field (Attachment) this field will have a dropdown menu of items and attachment button. Everything they attach will be saved in our database. You should be able to add/remove Additional Fields.

6) For Co-Borrowers/Owners: Each Co-borrower/Owner have to submit 3 years of of IRS Tax Returns via pdf attachment.

AngularJS MySQL PHP

项目ID: #17118042

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