abijah
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011d1208e8
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Initial thoughts on the charge reversal. It's obviously not working yet, or I wouldn't leave it hanging on a branch.
git-svn-id: file:///svn-source/pmgr/branches/alt_reversal_20090806@502 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 04:20:20 +00:00 |
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abijah
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9dd09c4d2e
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Branch created to save some changes/thoughts on charge reversals. As of branch creation, we're just deleting the current disbursements on the charge, and deletion is never good, since we lose information by definition. For example, the collected rents report will be adversely affected. So, we need to figure out how to keep the disbursement, and yet still have everything work out correctly. That work will be started on this branch.
git-svn-id: file:///svn-source/pmgr/branches/alt_reversal_20090806@501 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 04:18:13 +00:00 |
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abijah
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2e36d46329
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Minor tweaks, a shame for checkin r500 :-(
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@500 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 03:55:01 +00:00 |
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abijah
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1dd0b14861
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More work with security deposits, reversals, and balances. I've tried to work many different corner cases, but know that not everything has been tested. I think the next steps for testing will be to put in some real data.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@499 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 00:10:28 +00:00 |
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abijah
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d75cd10f49
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Added in internal error function, since the die() statements were hard to spot, and certainly not user friendly for the end user.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@498 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 20:17:02 +00:00 |
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abijah
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a69a56c715
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Fixed the button text for new customers
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@497 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:55 +00:00 |
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abijah
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8f7cf202e5
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Fixed the customer selection update for receipts, and added a mechanism to automatically update the oustanding charges grid after entering the receipt.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@496 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:21 +00:00 |
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abijah
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58c4f28956
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Added mechanism to do a full replacement of specified post parameters, instead of just merging.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@495 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:06:57 +00:00 |
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abijah
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f3eaa40ea5
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Added ability to edit a unit, except for sort/walk order. To handle those things we'll need to: save unit's old sort/walk position; adjust down (by one) all unit positions greater than the old position; adjust up (by one) all unit positions greater than or equal to the new unit position; update the unit's position. I'm not going to worry about it right now.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@494 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 09:27:09 +00:00 |
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abijah
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e784931fa8
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Implemented refund, at least for the most part. Minor testing, but looks promising. Because of this change the customer account entries grid appears odd, with a refunds showing up as a 'Charge'. So, I'm toying with the idea of having entries show up as customer 'Debits' and 'Credits'. I don't know if this will cause user confusion, but we'll play with it for a while and see. It actually reminds me a bit (coming full circle) of the earliest implementations, which kept track of a lease on its own account/ledger, in which credit/debit would be the exact correct terms.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@493 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 05:11:58 +00:00 |
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abijah
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5a7b087ddc
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Added ability to format currency without a dollar sign (i.e. in raw numerical format).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@492 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 05:04:34 +00:00 |
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abijah
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4d62d7da73
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More work on refund. I'm going to skip the whole voucher/credit_note bit and simply present a page that lets the user enter a date, an account, and the amount to refund, recording 1 payment transaction.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@491 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 02:52:45 +00:00 |
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abijah
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cca698d437
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Several changes in an effort to support charge reversals. I can't imagine this is all working flawlessly, as I'm not quite sure how it even _should_ work.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@490 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 07:54:57 +00:00 |
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abijah
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5247bb8db6
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Modified to use toggle for 'this' debug pr block, instead of independent show/hide
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@489 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 02:59:09 +00:00 |
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abijah
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cb969ba340
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Discovered that the use of the term 'Payment' has been a misnomer. A company uses the term payment to indicate the monies it pays to _others_. Changing this leaves us without a good replacement term, but disbursement really seems to fit the bill. As comfortable as the term payment was, it was odd in many respects and disbursement does seem more appropriate. I'm sure there are several lingering bugs from this massive search/replace exercise, but this is a decent baseline for the change.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@488 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 01:00:09 +00:00 |
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abijah
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094e15ddf9
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Added a more descriptive fieldname for statement entry views. Instead of Transaction, it will be Receipt, Invoice, Deposit, etc.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@487 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 00:06:46 +00:00 |
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abijah
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670f0894ea
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Brought the bad debt write-off functionality up to date. I'm not entirely convinced that calling it a receipt is such a good idea, but bad debt is certainly a non-normal case, and we can work on this later if need be.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@486 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 23:25:31 +00:00 |
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abijah
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9e20473b3b
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Modified lease and customer views to have the statement & ledger entries sorted in descending date order by default. May not prefer this in the end, but we'll give it a go for a while.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@485 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:12:32 +00:00 |
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abijah
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11d5deac85
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Undid the change from r401, since it wasn't being used and was interferring with the specification of sort_column. If we really want that functionality, we can add it in when needed and come up with a more general solution for view specific sorting as well.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@484 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:09:18 +00:00 |
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abijah
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67280c89e7
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Fixed bug when marking NSF of a tender that has only been used as a surplus and never applied to any charges. Modified the applyCredits algorithm to try and distinguish between surplus credits of a lease and general customer surplus. I don't know if it works completely, but I do know it creates an issue since a lease surplus can now never be utilized without additional lease charges, a refund (no yet implemented), or moving the surplus to the customer level (not intended to be implemented).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@483 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 21:19:20 +00:00 |
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abijah
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1afed6a6e0
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Made the link clearer that we'll only be waiving the balance of a charge, not the entire charge.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@482 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 20:26:33 +00:00 |
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abijah
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0ff91bf4d8
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Even with all the effort put into getting the counts right on the customers grid, it still didn't work right. The root of the problem is the join to CurrentLease, which can result in multiple rows for the same customer. I can revisit this in the future to put some clever solution back in, but in the meantime, it was easiest just to add fields to the customers table, and simply update it whenever the customer lease situation changes. I don't like it... but it just made life much simpler.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@481 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 19:25:39 +00:00 |
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abijah
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4d4e96fe1c
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More work cleaning up and testing the use of charge waivers, as well as security deposit utilizations. Much of this was just around the concept of determining balances, which wasn't / isn't very straightforward. It's not hard to calculate a balance for a particular sitation, but it is difficult to generalize. I think it's reasonable as it now stands, but the StatementEntry::stats algorithm is certainly subject to change. Also, I didn't double check every case which called the stats() function, so I highly suspect we'll find cases where the code is not expecting the new return values, either symantically or logically.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@480 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 03:12:09 +00:00 |
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abijah
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32a98b4b6e
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Continued waiver progress. At the moment, it works ok, but I don't like the way that security deposit balances work. It's probably a general issue, not just security deposits, but it's not clear whether stats from StatementEntry should be subtracting waiver totals from the overall charge reconciliation total. It should in some cases, and not in others. I'll tweak on it in later checkins.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@479 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:50:21 +00:00 |
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abijah
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817b74b085
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Fixed minor bug that was causing the string 'undefined' to be used as the payment index.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@478 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:47:24 +00:00 |
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abijah
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dc1bb56188
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Fixed cut/paste error causing invalid customer security deposit balance.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@477 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:44:36 +00:00 |
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abijah
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4707f3314d
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Added HR to keep the boundary between two pr blocks clear even when the output is collapsed and the stack trace is not.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@476 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 20:17:14 +00:00 |
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abijah
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ac2b1530fc
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Added ability to log items without showing the output. I doubt the mechanism works perfectly in all cases, but it works enough for now and I can tweak it as needed.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@475 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 20:13:48 +00:00 |
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abijah
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a5d3ff0b70
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Added the ability to suppress logging at display time. I'd like to add an additional log level, the first which passes or suppresses the print, and the second which defaultly displays or hides the output. Perhaps next checkin.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@474 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 19:41:49 +00:00 |
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abijah
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adc87c0763
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Added stack tracing to each model::pr print
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@473 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 18:38:35 +00:00 |
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abijah
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7d81b9766b
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Added ability to waive a partial charge.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@472 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 04:14:44 +00:00 |
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abijah
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1aa6273ade
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First pass at a charge waiver implementation. It hasn't been tested but for a tiny bit.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@471 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 03:46:58 +00:00 |
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abijah
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2c08405d5a
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Work around for the fact that our implementation has issues with receipts of more than one tender. See the branch statement_ledger_entry_tie_20090802 for more information.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@470 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 03:45:51 +00:00 |
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abijah
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e2ed6ed1c7
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Left r466 with syntax error... fixed that
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@469 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 02:30:29 +00:00 |
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abijah
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cb716b06b7
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Added a new statement entry type, 'WAIVE', and added the beginnings of a function to add a new waiver transaction. Haven't even started the work yet though...
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@466 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-02 22:44:55 +00:00 |
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abijah
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35d7656bc5
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Added a check to ensure we're not adding a close with no accounts. This check should probably be in the model, but that can be done later.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@465 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-01 01:48:07 +00:00 |
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abijah
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8818ad7a80
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Combined the addNsf and addTransaction functions, which was always intended. There is more that could be done, but not all bugs are flushed out yet. Its close enough though, that I want to capture it as is to help work through the subtle issues.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@464 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-01 01:47:11 +00:00 |
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abijah
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15a4528e75
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More work on handling security deposit utilizations. This is headed in the right direction, but unfortunately, there is a problem if the security deposits have not been paid. I could just ignore it, because it's a low priority problem, but I think the solution might be to just provide a waiver on the unpaid charges. Since I need to implement fee waivers anyway, I'll just move onto that next, and then finish out the security deposit work.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@463 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 21:11:00 +00:00 |
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abijah
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44e4477d38
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Changed the reconciledSet to provide an option for returning partially reconciled results. This keeps the same behavior so as not to break anything (although I can only think of paid rents that might suffer).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@462 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 21:07:00 +00:00 |
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abijah
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c4cc3ea812
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Left a syntax error on the last checkin :-/
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@461 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 19:23:19 +00:00 |
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abijah
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1e10fbbf38
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Fixed a couple small bugs with assignCredits, one of which was causing charges to get paid out of order.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@460 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 19:20:35 +00:00 |
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abijah
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53a279a6db
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Added logging
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@459 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 18:35:39 +00:00 |
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abijah
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8e0270cc82
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Removed the ability to NSF items like Cash
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@458 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 18:19:20 +00:00 |
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abijah
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3a95a994cf
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Updated todo and requirements
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@457 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 18:13:26 +00:00 |
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abijah
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00c99ea60a
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Added a way to associate the meaningful part of NSF with the corresponding tender.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@456 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 18:10:48 +00:00 |
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abijah
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e09fb7d258
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Doh! So someone actually _was_ using the gridDataFilterConditionsStatement function. Guess it would have been worth grepping for...
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@455 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 17:57:30 +00:00 |
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abijah
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37e7212abe
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Changed the default log level to 5, since we're using rather high levels anyway.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@454 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 17:43:51 +00:00 |
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abijah
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655e0c3940
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Added some comments, and changed the nsf action to redirect to viewing the tender after creation.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@453 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 17:15:17 +00:00 |
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abijah
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e47a2cc7aa
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Some cleanup from the last checkin
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@452 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 16:48:27 +00:00 |
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abijah
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0cdcb6252e
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Added the ability to perform partial deposits. After this checkin, I'll clean up some of the commented out sections of things that we're attempted to get this all working.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@451 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 16:41:56 +00:00 |
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