First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based.

git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@231 97e9348a-65ac-dc4b-aefc-98561f571b83

app_model.php

@@ -40,6 +40,7 @@ class AppModel extends Model {
 
   var $actsAs = array('Containable', 'Linkable');
   var $useNullForEmpty = true;
+  var $dateFields = array();
 
   /**
    * Get Enum Values
@@ -155,6 +156,17 @@ class AppModel extends Model {
     // override the behavior, or set useNullForEmpty to false.
     if ($this->useNullForEmpty)
       $this->recursive_array_replace("/^\s*$/", null, $this->data);
+
+    foreach ($this->dateFields AS $field) {
+/*       if(isset($this->data['Transaction']['stamp']) && */
+/* 	 $this->data['Transaction']['stamp'] !== 'CURRENT_TIMESTAMP') { */
+/* 	$this->data['Transaction']['stamp'] = */
+/* 	  $this->dateFormatBeforeSave($this->data['Transaction']['stamp']); */
+/*       } */
+/*       else { */
+/* 	$this->data['Transaction']['stamp'] = null; */
+      }
+
     return true;
   }
 

controllers/leases_controller.php

@@ -125,7 +125,7 @@ class LeasesController extends AppController {
   function move_out($id = null) {
     if ($this->data) {
       // Handle the move out based on the data given
-      pr($this->data);
+      //pr($this->data);
 
       $this->Lease->moveOut($this->data['Lease']['id']);
       $this->redirect($this->data['redirect']);
@@ -166,6 +166,58 @@ class LeasesController extends AppController {
   }
 
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: assess
+   *  - Assesses charges to the lease
+   */
+
+  function assess($id = null, $type = null) {
+    if ($this->data) {
+      // Assess the charges based on the given data
+      pr($this->data);
+
+      $this->Lease->addCharge($this->data['Lease']['id'], $this->data['Charge']);
+      //$this->redirect($this->data['redirect']);
+      $this->render('/empty');
+      return;
+    }
+
+    $lease = $this->Lease->find
+      ('first', array
+       ('contain' => array
+	(// Models
+	 'Unit' =>
+	 array('order'  => array('sort_order'),
+	       'fields' => array('id', 'name'),
+	       ),
+
+	 'Customer' =>
+	 array('fields' => array('id', 'name'),
+	       ),
+	 ),
+
+	'conditions' => array(array('Lease.id' => $id),
+			      array('Lease.close_date' => null),
+			      ),
+	));
+
+    $charge['type'] = $type;
+    if ($type == 'rent')
+      $charge['amount'] = $lease['Lease']['rent'];
+    else
+      // REVISIT <AP> 20090705:
+      //   Of course, the late charge should come from the late_schedule
+      $charge['amount'] = 10.00;
+
+    $title = ('Lease #' . $lease['Lease']['number'] . ': ' .
+	      $lease['Unit']['name'] . ': ' .
+	      $lease['Customer']['name'] . ': Assess Charges');
+    $this->set(compact('title', 'lease', 'charge'));
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************
@@ -206,6 +258,14 @@ class LeasesController extends AppController {
       $this->sidemenu_links[] =
 	array('name' => 'Operations', 'header' => true);
 
+      $this->sidemenu_links[] =
+	array('name' => 'Assess Rent', 'url' => array('action' => 'assess',
+						      $id, 'rent'));
+
+      $this->sidemenu_links[] =
+	array('name' => 'Assess Late Charge', 'url' => array('action' => 'assess',
+							     $id, 'late'));
+
       if (!isset($lease['Lease']['moveout_date'])) {
 	$this->sidemenu_links[] =
 	  array('name' => 'Move-Out', 'url' => array('action' => 'move_out',

controllers/transactions_controller.php

@@ -95,6 +95,165 @@ class TransactionsController extends AppController {
     $this->set(compact('transaction', 'title', 'total'));
   }
 
+
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: postInvoice
+   *  - handles the creation of a charge invoice
+   */
+
+  function postInvoice() {
+    if (!$this->RequestHandler->isPost()) {
+      echo('<H2>THIS IS NOT A POST FOR SOME REASON</H2>');
+      return;
+    }
+
+    pr($this->data);
+
+/*     $this->layout = null; */
+/*     $this->autoLayout = false; */
+/*     $this->autoRender = false; */
+/*     Configure::write('debug', '0'); */
+
+    // Sanitize the transaction data
+    if (!$this->data['Transaction']['comment'])
+      $this->data['Transaction']['comment'] = null;
+
+    if(empty($this->data['Transaction']['stamp'])) {
+      die("Time/Date not valid");
+    }
+    pr($this->data['Transaction']);
+
+    // Create some models for convenience
+    $A = new Account();
+    $C = new Customer();
+    $L = new Lease();
+
+    $L->recursive = -1;
+    $lease = $L->read(null, $this->data['Lease']['id']);
+
+    // Create a transaction for the invoice
+    $invoice_transaction = new Transaction();
+    $invoice_transaction->create();
+    if (!$invoice_transaction->save($this->data['Transaction'],
+				    array('validate' => false,
+					  ))) {
+      pr(array('checkpoint' => "invoice transaction save failed"));
+      return;
+      die("Unknown Database Failure");
+    }
+    pr("New Transaction Created ({$invoice_transaction->id})!");
+    $invoice_transaction->read();
+    pr($invoice_transaction->data);
+
+    // Create a transaction for the A/R
+    $ar_transaction = new Transaction();
+    $ar_transaction->create();
+    if (!$ar_transaction->save($this->data['Transaction'],
+				  array('validate' => false,
+					))) {
+      pr(array('checkpoint' => "A/R transaction save failed"));
+      die("Unknown Database Failure");
+    }
+    pr("New Transaction Created ({$ar_transaction->id})!");
+    $ar_transaction->read();
+    pr($ar_transaction->data);
+
+    // Go through the entered charges
+    $grand_total = 0;
+    foreach ($this->data['LedgerEntry'] AS &$entry) {
+      pr(compact('entry'));
+
+      // Invoice Transaction
+      //     debit: Invoice       credit: Charge
+      $entry['transaction_id'] = $invoice_transaction->id;
+
+      // Invoice must debit the "invoice" asset...
+      $entry['debit_ledger_id']
+	= $A->currentLedgerID($A->invoiceAccountID());
+
+      // ...and credit the charge ledger
+      // REVISIT <AP> 20090706
+      //   The charge page should have a list of all income types
+      //   and thus the field _should_ contain a valid account
+      //   name.  At the moment, however, I'm still cobbling things
+      //   together, and only have two types.
+/*       $entry['credit_ledger_id'] */
+/* 	= $A->currentLedgerID($A->nameToID($entry['charge_account'])); */
+      if ($entry['charge_type'] === 'rent') {
+	$entry['credit_ledger_id'] 
+	  = $A->currentLedgerID($A->rentAccountID());
+      } elseif ($entry['charge_type'] === 'late') {
+	$entry['credit_ledger_id'] 
+	  = $A->currentLedgerID($A->lateChargeAccountID());
+      } else {
+	die("Invalid charge account");
+      }
+
+      $entry['customer_id']
+	= $lease['Lease']['customer_id'];
+      $entry['lease_id']
+	= $lease['Lease']['id'];
+
+      // Create it
+      $invoice_entry = new LedgerEntry();
+      $invoice_entry->create();
+      if (!$invoice_entry->save($entry, false)) {
+	pr(array('checkpoint' => "invoice entry saveAll failed"));
+	die("Unknown Database Failure");
+      }
+      pr("New Invoice LedgerEntry Created ({$invoice_entry->id})!");
+      $invoice_entry->read();
+      pr($invoice_entry->data);
+
+      $grand_total += $entry['amount'];
+    }
+
+    // Create an account receivable entry
+    //     debit: A/R           credit: Invoice
+    $ar_entry_data = array
+      ('debit_ledger_id' => $A->currentLedgerID($A->accountReceivableAccountID()),
+       'credit_ledger_id' => $A->currentLedgerID($A->invoiceAccountID()),
+       'transaction_id' => $ar_transaction->id,
+       'amount' => $grand_total,
+       'lease_id' => $lease['Lease']['id'],
+       'customer_id' => $lease['Lease']['customer_id'],
+       );
+
+    // Create a new A/R entry from the data
+    $ar_entry = new LedgerEntry();
+    $ar_entry->create();
+    if (!$ar_entry->save($ar_entry_data, false)) {
+      pr(array('checkpoint' => "ar entry save failed"));
+      die("Unknown Database Failure");
+    }
+    pr("New A/R LedgerEntry Created ({$ar_entry->id})!");
+    $ar_entry->read();
+    pr($ar_entry->data);
+
+    // Reconcile the Invoice account.  Our two entries look like:
+    //     debit: Invoice       credit: Charge
+    //     debit: A/R           credit: Invoice
+    // Since this is from the perspective of the Invoice account,
+    // the credit entry is the Invoice<->A/R, and the debit
+    // entry is the actual invoice ledger entry.
+    $R = new Reconciliation();
+    $R->create();
+    if (!$R->save(array('debit_ledger_entry_id' => $invoice_entry->id,
+			'credit_ledger_entry_id' => $ar_entry->id,
+			'amount' => $grand_total), false)) {
+      pr(array('checkpoint' => "invoice reconcile save failed"));
+      die("Unknown Database Failure");
+    }
+    pr("New Invoice Reconciliation Created ({$R->id})!");
+    $R->read();
+    pr($R->data);
+
+    $this->render('/empty');
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

models/account.php

@@ -94,6 +94,7 @@ class Account extends AppModel {
 
   function securityDepositAccountID()   { return $this->nameToID('Security Deposit'); }
   function rentAccountID()              { return $this->nameToID('Rent'); }
+  function lateChargeAccountID()        { return $this->nameToID('Late Charge'); }
   function accountReceivableAccountID() { return $this->nameToID('A/R'); }
   function invoiceAccountID()           { return $this->nameToID('Invoice'); }
   function receiptAccountID()           { return $this->nameToID('Receipt'); }

models/lease.php

@@ -266,6 +266,19 @@ class Lease extends AppModel {
     $this->Unit->updateStatus($this->data['Lease']['unit_id'], $status);
   }
 
+
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * function: addCharge
+   *  - Adds an additional charge to the lease
+   */
+
+  function addCharge($id, $charge) {
+    
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

models/transaction.php

@@ -25,7 +25,7 @@ class Transaction extends AppModel {
 			$this->data['Transaction']['stamp'] = null;
 		}
 
-		return true;
+		return parent::beforeSave();
 	}
 
 }

views/elements/form_table.ctp

@@ -16,7 +16,9 @@ foreach ($fields AS $field => $config) {
   if (!isset($config['opts']))
     $config['opts'] = null;
 
-  if (isset($field_prefix) && !isset($config['no_prefix']))
+  if (isset($config['prefix']) && !isset($config['no_prefix']))
+    $field = $config['prefix'] . '.' . $field;
+  elseif (isset($field_prefix) && !isset($config['no_prefix']))
     $field = $field_prefix . '.' . $field;
 
   $config['opts']['label'] = false;

views/leases/assess.ctp

@@ -0,0 +1,155 @@
+<?php /* -*- mode:PHP -*- */ ?>
+
+<div class="assess input">
+<?php
+; // Editor alignment
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * 
+ */
+
+$lease_grid_setup = array();
+
+if (isset($lease['Lease']['id']))
+  $lease_grid_setup['hiddengrid'] = true;
+
+$lease_grid_setup['onSelectRow'] = array
+  ('--special' =>
+   'function(ids) { if (ids != null) { onRowSelect("#"+$(this).attr("id"), ids); } }'
+   );
+
+$lease_grid_setup['onHeaderClick'] = array
+  ('--special' =>
+   'function(gridstate) { onGridState("#"+$(this).attr("id"), gridstate); }'
+   );
+
+?>
+
+<script type="text/javascript"><!--
+
+// Reset the form
+function resetForm() {
+  $("#lease-entry-id").val(0);
+  $("#lease-lease").html("INTERNAL ERROR");
+}
+
+function onRowSelect(grid_id, lease_id) {
+  // Set the item id that will be returned with the form
+  $("#lease-id").val(lease_id);
+
+  // Get the item name from the grid
+  $("#lease-lease").html('Lease '
+			 + $(grid_id).getCell(lease_id, 'Lease-number')
+			 + ' / Unit '
+			 + $(grid_id).getCell(lease_id, 'Unit-name')
+			 );
+
+  // Hide the "no lease" message and show the current lease
+  $("#no-lease").hide();
+  $("#current-lease").show();
+
+  $("#leases-list .HeaderButton").click();
+}
+
+function onGridState(grid_id, state) {
+  if (state == 'visible') {
+    $("#no-lease").hide();
+    $("#current-lease").hide();
+  }
+  else {
+    if ($("#lease-id").val() > 0) {
+      $("#current-lease").show();
+      $("#no-lease").hide();
+    } else {
+      $("#current-lease").hide();
+      $("#no-lease").show();
+    }
+  }
+}
+
+--></script>
+
+<?php
+; // align
+
+echo $this->element('leases',
+		    array('grid_div_id' => 'leases-list',
+			  'grid_div_class' => 'text-below',
+			  'caption' => ('<A HREF="#" ONCLICK="$(\'#leases-list .HeaderButton\').click();'.
+					' return false;">Select Lease</A>'),
+			  'grid_setup' => $lease_grid_setup,
+			  'nolinks' => true,
+			  'limit' => 10,
+			  ));
+
+echo ('<H2>' .
+      '<SPAN id="current-lease">Lease: <SPAN id="lease-lease"></SPAN></SPAN>' .
+      '<SPAN id="no-lease">Please select lease</SPAN>' .
+      '</H2>' . "\n");
+
+
+echo $form->create(null, array('id' => 'assess-form',
+			       'url' => array('controller' => 'transactions',
+					      'action' => 'postInvoice')));
+
+echo $form->input("Lease.id",
+		  array('id' => 'lease-id',
+			'type' => 'hidden',
+			'value' => 0));
+
+echo $this->element('form_table',
+		    array('class'  => "item assess entry",
+			  'field_prefix' => 'Transaction',
+			  'fields' => array
+			  ("stamp"        => array('opts' => array('id' => 'charge_date',
+								   'type' => 'text')),
+			   "through_date" => array('opts' => array('id' => 'through_date',
+								   'type' => 'text')),
+			   "charge_type"  => array('prefix' => 'LedgerEntry.0',
+						   'opts' =>
+						   array('options' =>
+							 array('rent' => 'Rent',
+							       'late' => 'Late Charge'),
+							 'value' => $charge['type'])),
+			   "amount"       => array('prefix' => 'LedgerEntry.0',
+						   'opts' =>
+						   array('value' => $charge['amount'])),
+			   "comment"      => array('opts' => array('size' => 50)),
+			   )));
+		  
+echo $form->end('Assess Charge');
+
+?>
+
+<script type="text/javascript"><!--
+  $(document).ready(function(){
+      $("#charge_date").datepicker({ constrainInput: true,
+	                             numberOfMonths: [1, 1],
+                                     showCurrentAtPos: 0,
+                                     dateFormat: 'mm/dd/yy' })
+	.datepicker('setDate', '+0');
+
+      $("#through_date").datepicker({ constrainInput: true,
+	                              numberOfMonths: [1, 1],
+                                      showCurrentAtPos: 0,
+                                      dateFormat: 'mm/dd/yy' })
+	;
+
+      resetForm();
+
+      <?php if (isset($lease['Lease']['id'])): ?>
+      $("#lease-id").val(<?php echo $lease['Lease']['id']; ?>);
+      $("#lease-lease").html("<?php echo 'Lease #' . $lease['Lease']['number'] . ' / Unit ' . $lease['Unit']['name']; ?>");
+      $("#current-lease").show();
+      $("#no-lease").hide();
+      <?php else: ?>
+      $("#current-lease").hide();
+      $("#no-lease").hide();
+      <?php endif; ?>
+  });
+--></script>
+
+</div>