Dashboard
Ask Select Genes AI
Your private roster assistant
💡 Try: "Which mares need to be aspirated?" · "How much is XYZ buyer owed?" · "Show me contracts with no ICSI date yet"
Upcoming — Next 30 Days
This Month
Aspirations in Progress
Pipeline
Needs Your Attention
Payouts Due
Owners at a Glance
Recent Activity
All Mares
Every mare on roster · click any row to see contracts + detail
All Owners
Every owner · click a row to see full payout breakdown
All Buyers
Every buyer · click a row to see all their contracts and payment history
All Contracts
One row per aspiration · click to expand and see every embryo on that contract
All Embryos
Every embryo on every contract · sortable & filterable
QuickBooks Reconcile
Match QB transactions to contracts & payouts
📄
Drop QB invoice PDFs here
AI reads each invoice and splits multi-mare invoices per line item.
You approve each line before committing — each becomes a buyer_payment linked to the invoice.
You approve each line before committing — each becomes a buyer_payment linked to the invoice.
Legacy — Transaction List (XLSX) upload
Kept for bulk historical imports. For day-to-day use, the PDF invoice path above is more accurate for split / multi-mare invoices.
Drop XLSX / CSV
Transaction List by Customer · Transaction List by Vendor
Danger zone — reset QB import data
Removes every buyer_payment that was auto-created by a QB XLSX import (method starts with "QB …"), plus every qb_import_rows / qb_imports / qb_invoices / qb_deposits row. Leaves manually-entered payments, refunds, and payouts untouched. Use this if you want to start over — e.g. switching to PDF-invoice uploads.
Payouts
Triggered when a Preg Check confirms In-Foal at 55+ days, on the first In-Foal of a contract
Admin
Team access · diagnostics · change log
Team Access
AI Settings
Claude API key for ✨ AI extract on bulk PDF uploads. Get a key at console.anthropic.com. Stored only in your browser's localStorage — never saved to the database.
Diagnostics
Click "Run Diagnostics" to scan your data for inconsistencies.
Legacy Owner-Paid Backfill
For legacy contracts where the buyer paid (text "paid" flag set) but no owner payouts exist yet,
this creates owner-share payout rows and marks them paid (using the 70% mare-owner share).
Safe to re-run — contracts that already have payouts are skipped.
System Health
Runs a suite of data-integrity checks against your live roster. Each check verifies a specific invariant (no orphan rows, referential integrity, business rule compliance). Green = healthy, yellow = warning (still works but worth investigating), red = data bug to fix.
Data Cleanup
Finds "phantom" embryo records — child contract rows whose invoice # duplicates the parent's (real embryos look like
20261-1, 20261-2). These inflate embryo counts and appear as empty duplicate rows in contract detail views. Deletes go through the audit log, so they're recoverable from Recently Deleted below.
Recently Deleted
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Change Log
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