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Added outstanding charges and outstanding credits to the customer page, and reorded fields in order of presumed importance. Removed items from Unit/Lease which really shouldn't have been there. They were added for convenience, but the redundancy was confusing. Added a couple report links to make it easy to see outstanding charges and collected rents.

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git-svn-id: file:///svn-source/pmgr/branches/v0.3_work/site@977 97e9348a-65ac-dc4b-aefc-98561f571b83
This commit is contained in:
abijah
2010-03-31 19:49:56 +00:00
parent c688586fcb
commit 078497cca8
9 changed files with 206 additions and 121 deletions
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8
views/customers/receipt.ctp
View File

@@ -130,11 +130,11 @@ function updateCharges(id) {
$("#receipt-balance").html("Calculating...");
$("#receipt-charges-caption").html("Please Wait...");
var custom = new Array();
custom['customer_id'] = id;
var filter = new Array();
filter['StatementEntry.customer_id'] = id;
var dynamic_post = new Array();
dynamic_post['custom'] = custom;
dynamic_post['filter'] = filter;
$('#charge-entries-jqGrid').setPostDataItem('dynamic_post_replace', serialize(dynamic_post));
$('#charge-entries-jqGrid')
@@ -333,7 +333,7 @@ echo $this->element('statement_entries', array
'action' => 'unreconciled',
'exclude' => array('Customer', 'Type', 'Debit', 'Credit'),
'include' => array('Applied', 'Balance'),
'remap' => array('Applied' => 'Paid'),
'remap' => array('Received' => 'Paid'),
'limit' => 8,
),
));

86
views/customers/view.ctp
View File

@@ -53,15 +53,55 @@ echo '<div CLASS="detail supporting">' . "\n";
/**********************************************************************
* Contacts
* Unpaid Charges
*/
echo $this->element('contacts', array
echo $this->element('statement_entries', array
(// Grid configuration
'config' => array
('caption' => 'Customer Contacts',
'filter' => array('Customer.id' => $customer['Customer']['id']),
'include' => array('Relationship'),
('caption' => 'Outstanding Charges',
'limit' => 10,
'action' => 'unreconciled',
'filter' => array('StatementEntry.customer_id' => $lease['id']),
'exclude' => array('Customer'),
)));
/**********************************************************************
* Customer Credits
*/
echo $this->element('statement_entries', array
(// Grid configuration
'config' => array
('caption' => 'Oustanding Credits',
'grid_div_id' => 'surplus',
'limit' => 10,
'filter' => array('Customer.id' => $customer['Customer']['id'],
'StatementEntry.type' => 'SURPLUS'),
'exclude' => array('Entry', 'Effective', 'Customer', 'Unit', 'Account', 'Debit', 'Credit'),
'include' => array('Transaction', 'Amount'),
'remap' => array('Transaction' => 'Receipt'),
)));
/**********************************************************************
* Receipt History
*/
echo $this->element('ledger_entries', array
(// Grid configuration
'config' => array
('caption' => 'Receipts',
'limit' => 5,
'filter' => array('Customer.id' => $customer['Customer']['id'],
'Transaction.type' => 'RECEIPT',
'Tender.id !=' => null,
//'Account.id !=' => '-AR-'
),
'include' => array('Transaction'),
'exclude' => array('Entry', 'Account', 'Cr/Dr'),
'remap' => array('Transaction' => 'Receipt'),
)));
@@ -73,13 +113,28 @@ echo $this->element('leases', array
(// Grid configuration
'config' => array
('caption' => 'Lease History',
'filter' => array('Customer.id' => $customer['Customer']['id']),
'limit' => 5,
'filter' => array('Customer.id' => $customer['Customer']['id']),
'exclude' => array('Customer'),
'sort_column' => 'Move-In',
'sort_order' => 'DESC',
)));
/**********************************************************************
* Contacts
*/
echo $this->element('contacts', array
(// Grid configuration
'config' => array
('caption' => 'Customer Contacts',
'limit' => 5,
'filter' => array('Customer.id' => $customer['Customer']['id']),
'include' => array('Relationship'),
)));
/**********************************************************************
* Customer Account History
*/
@@ -90,28 +145,11 @@ echo $this->element('statement_entries', array
('caption' => 'Customer Statement',
'filter' => array('Customer.id' => $customer['Customer']['id'],
'type !=' => 'VOID'),
'include' => array('Sub-Total'),
'exclude' => array('Customer'),
)));
/**********************************************************************
* Receipt History
*/
echo $this->element('ledger_entries', array
(// Grid configuration
'config' => array
('caption' => 'Receipts',
'filter' => array('Customer.id' => $customer['Customer']['id'],
'Transaction.type' => 'RECEIPT',
'Tender.id !=' => null,
//'Account.id !=' => '-AR-'
),
'include' => array('Transaction'),
'exclude' => array('Entry', 'Account', 'Cr/Dr'),
)));
/* End "detail supporting" div */
echo '</div>' . "\n";