Not sure why I haven't already checked in the 'To Do' notes file that I've been using, but here it is.

git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@315 97e9348a-65ac-dc4b-aefc-98561f571b83

todo.notes

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+Sub-Total is broken, since it will only subtotal the current
+page of the grid.  It needs to be implemented in SQL as it
+was in early (VERY early) implementations.  At that time, I
+had to a use temporary variable to keep a running total.  It 
+worked, but was MySQL specific.
+
+Sorting by Customer ID is broken.  It must think it's already
+sorted by ID because the first click shows the arrow as
+DESC even though the sort is ASC.  Subsequent clicks don't
+change anything.  You must sort on a different column first
+then everything works.
+
+Handle a credit, ensuring that it's applied to new charges
+ - either automatically;
+ - by user opt-in to use credits when invoicing
+ - by user opt-in when entering a receipt
+ - by manually allowing a receipt of credits
+
+Get Petty Cash working.  We'll need to add one or more expense
+accounts.  We'll also need to implement purchase order
+functionality, or at least simple an expense page.
+
+Figure out how to utilize the security deposit, whether
+as part of move-out only, or as one of the payment options.
+
+Automatic assessment of rents, or at least for now, one
+click manual mechanism to assess rents correctly for all
+tenants.
+
+Automatic assessment of late fees, or at least for now, one
+click manual mechanism to assess late fees correctly for all
+tenants.
+
+Update unit status between OCCUPIED / LATE / LOCKED depending
+on the current situation.
+
+Have a report indicating Needs-to-be-Locked.  Allow manager
+to go through this list and check off the units actually
+locked (which will update the unit status).  Perhaps we
+should add a needs-locked status.
+
+Same as above, except needs-to-be-unlocked.
+
+Determine when each unit is paid up until.  There is actually
+two things here: invoiced up until, and paid up until.  One or
+both of these should be displayed on the Lease view page.
+
+Make the default (initial) jqGrid sort order for balance be DESC.
+
+MUST reports:
+ - Delinquent customers
+ - Locked out units / customers
+ - To-Lock units
+ - Paid up until
+
+WANT reports:
+ - ???
+
+
+
+
+
+
+
+----------------------------------------------------------------------
+----------------------------------------------------------------------
+----------------------------------------------------------------------
+----------------------------------------------------------------------
+----------------------------------------------------------------------
+-- DONE !
+
+
+VERIFY THAT OUR NEW BALANCE QUERY WORKS.
+(The one that was added to lease).  It works for
+folks that have ledger entries, but I fear that the
+inner join will prevent customers from showing up
+in the list if they don't yet have any ledger entries
+in account receivable.  To resolve this we'll have to
+go back to LEFT JOIN and check for NULL in our SUM()
+statement.
+
+Fix sorting on Lease list by Lease Number.  Have it
+reference ID instead.
+
+Figure out why Brenda Harmon's lease #44, unit #B04, lists
+the security deposit as $150. She's only paid $25, so it must
+be a lease issue.
+
+Modify LedgerEntry to have through_date, since a single
+invoice could have charges for several months rent.  It's
+not clear whether due_date should also be moved to
+LedgerEntry, since some charges could have different due
+dates.  The problem is that I can't picture an invoice
+having more than one due date.
+
+Consider adding a from_date to LedgerEntry as well.
+
+Fix Customers index list.  To replicate, add a brand
+new customer.  Select Customers.  Notice it says
+'Current Customers', but actually includes the new
+one in the list.
+
+There seems to be a problem with the account ledger for the
+customer.  To replicate, see Mancini's account (#47).  There
+are 4 entries in the Account ledger.  One of them is was from
+5/1/09.  It's a receipt (Transaction #610, Entry #702).  The
+Transaction is for $111.33 as indicated, but the entry is only
+for $16.33.
+  -- This was a problem with using notxgroup, the experimental
+  -- field that used to be hardcoded to false in ledger_entries.ctp
+  -- My rework eliminated that field, and everything was getting
+  -- grouped by transaction.
+