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43 Commits

Author SHA1 Message Date
abijah
a3b376544c Replaced the hardcoded 'level' checks, and incorporated (as a first pass) the new permission mechanism 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@802 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-28 07:11:14 +00:00
abijah
7904372dff Added support for permissions. Next is to implement some. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@798 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-28 03:32:07 +00:00
abijah
4d525f6ac9 Moved the list of account types into the admin area 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@793 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-26 20:21:59 +00:00
abijah
3ff5967415 Moved all controllers to the new addGridViewSideMenuLinks virtual function. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@777 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-25 02:37:01 +00:00
abijah
c261735197 Added automated disabling of admin and development menu items (at least the ones that are explicitly added to those sections of the menu). 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@765 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-24 20:03:05 +00:00
abijah
da88975fed More work on tidying up the menu items for usability. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@735 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-23 00:02:53 +00:00
abijah
f545502162 Changed how sidemenu links work, so that order of execution doesn't have to control ordering of the list. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@734 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-22 22:47:41 +00:00
abijah
90ecbda541 Several minor changes including a couple minor bugfixes. 
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@592 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-17 02:15:02 +00:00
abijah
9c55a047a8 Implemented very crude attempt at security privleges. This is not really intended to be security, just a quick and dirty mechanism to avoid prying eyes. More robust security is left to future implementation. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@538 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-11 18:22:21 +00:00
abijah
76df8c924f Changed the Deposits menu item to be at the top level, instead of underneath the Accounts menu. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@512 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 05:48:49 +00:00
abijah
2e36d46329 Minor tweaks, a shame for checkin r500 :-( 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@500 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-07 03:55:01 +00:00
abijah
cb969ba340 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
 2009-08-05 01:00:09 +00:00
abijah
55c5c9e9e6 Got the ledger closings to work again. This seems to work ok, although I notice closing the ledger after deposit results in a balance forward entry of $0.00 . I'll work on it next 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@421 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-30 01:59:10 +00:00
abijah
ec8f540107 This is the remainder of the previous, invalid, partial checkin. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@419 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-29 23:25:03 +00:00
abijah
2ffe04e3e4 Re-implemented the deposit functionality. This is mostly working, although I'd like to get customer added to the tenders table, and probably change to a single deposit ledger entry for each tender type. A single entry would require that all tender types have been recorded to the same account, something that isn't mandated at the present, but is likely to be true most of the time. Perhaps they could just be grouped by account id, which should work in all cases and yet align with tender type 99% of the time. I'll have to think about it. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@412 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-29 08:55:09 +00:00
abijah
5ba6438b77 Cleaned up some of the old code concerning the deposit action. It's not done, as I'll next be experimenting with having the tenders controller handle deposits. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@410 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-29 02:43:30 +00:00
abijah
0f42ad9b07 Minor change to the default accounts on the collected screen. Probably will be tweaked again later. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@406 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-29 01:50:33 +00:00
abijah
a0f33054cb Modified the application to reflect the changed field names in the accounts table. For example, payable is now payments. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@380 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-24 03:22:56 +00:00
abijah
708759765f More tweaking to all of the grid displays. This was mostly visual, but includes some bug fixes as well (such as a manual filter override in the ledger_entries controller). 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@371 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-23 16:53:33 +00:00
abijah
234999b4d2 Many, many changes, and yet still much to do. Many things are working, but certainly nothing beyond simply data retrieval (no editing or adding of any data). Also, some work is still required to ensure the grids have the right columns; we can strip out certain columns for some views (such as removing customer from the leases grid of the customer view... completely redundant). And of course, there are still many bugs and lots to clean up. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@368 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-23 01:49:46 +00:00
abijah
7aa026f4e0 Renamed jqGridData functions to be just gridData. Restructured the virtual function calls with an anticipated need for gridDataCount to be overridden as a whole, instead of just overriding the individual pieces. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@361 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-22 17:06:44 +00:00
abijah
93ebc450fe Making progress. Much still to do, but there are hints of functionality finally returning so I'm snapshotting. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@360 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-21 10:23:52 +00:00
abijah
c002f3f3ba Another snapshot 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@356 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-20 23:35:11 +00:00
abijah
fc30dfa2e8 Another snapshot. I think I'll be taking the CREDIT/DEBIT reconcile functionality out. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@353 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-20 02:17:54 +00:00
abijah
6ac0204baf This rework is nowhere near complete, but there are certain things that are falling in place, and worth capturing. I started a branch for just this purpose of being able to check in intermediate work. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@352 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-19 23:35:25 +00:00
abijah
3313a18407 Still trying to figure out what issuing a refund should look like. I switched the entry to be negative, which may (should) make reporting easier. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@350 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-16 07:27:18 +00:00
abijah
405e20f37f Changed the default collected results to be those collected into any account, not just payable ones. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@342 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-15 08:01:56 +00:00
abijah
50c4ee225f Finally, a working NSF implementation. Ledger Entry tracking stops at the Bank account, since we switch from positive to negative ledger entries. However, we're not going to reconcile debits to credits in the bank account anyway, so I just disabled tracking on the account. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@334 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-15 03:06:59 +00:00
abijah
8a3c6ae21b A working version of the collected report for accounts. There is still some error checking to do, since we don't want this report for just any account. Also, we may wish to do away with the form to prevent accidental submittal. Finally, it would be nice to do away with the button, and automatically update on date changes. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@324 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-13 02:24:31 +00:00
abijah
6e1c684a06 Implemented a list that checks for collected rents. There is AccountsController::collected, which I'm keeping at the moment, but I decided to move the logic into ledger_entries, since ultimately that's what we want a list of and it doesn't make sense to add a bunch of LedgerEntry logic into the jqGrid query of AccountsController. Of course, right now there is hardcoded calendar functions, and hardcoded exclusion of the Concession Account. I will probably offer up two calendars to provide a range, and a list of checkboxes of each payable account. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@318 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-12 18:01:01 +00:00
abijah
5a1fdedad0 Fixed the bank deposit, which was not reconciling the income received with the actual deposit. Thus, there was no way to determine when a particular check, for example, was actually deposited in the bank... the trail was broken. This seems to work. I would like to move some of the logic in Transaction to simply use the Account::postLedgerEntry function, but I'll not do it just yet... other fish and all. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@303 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 01:44:46 +00:00
abijah
591e1db81d Fixed a bug when viewing ledgers (related to the Close change), removed some debug code, added titles to the deposit pages, and fixed a bug with creating new transactions and/or balance transfers for a deposit when there is nothing to deposit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@201 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 09:33:42 +00:00
abijah
1ae1b6a4f3 Added a closes table to the schema, so that we can keep track of daily closes, deposits, etc. Moved into the model an operation to close a set of ledgers and make a deposit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@200 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 09:19:33 +00:00
abijah
63b2e7360b Got the bank deposit working well. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@198 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 07:41:18 +00:00
abijah
8d87a0698c Implemented a bank deposit routine, to transfer funds out of the till and into the bank. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@196 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-01 11:10:57 +00:00
abijah
44df78e69f Finally, finally... a working version for payment entry. The current schema is working well, and seems to handle our technical needs. However, it does seem to be very confusing with the extra accounts. Nonetheless, it does work and so I'll keep going down this path. This checkin also includes a mechanism to close the books on an account (by closing the underlying ledger) and start a new ledger. One of the decisions worth revisiting is separating out ledger entries that are really part of the same transaction. Without this change, inspecting a transaction results in the transaction total being off by a factor of two, since all money movement is in their twice (once for the expected reason, and again to hit the invoice/receipt ledger). 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@195 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-01 08:17:31 +00:00
abijah
543e2daa43 Moved the ledger_entries controller/view to jqGrid. 
Changed the app controller jqGrid virtual functions for getting the tables for both count and the full query.  The ExtraTables bit was too confusing, and was only intended to allow the user to specify a subset for count and augment it for full query.  This is easily accomplished by having DataTables just call DataCountTables first... one line solution ends the confusion.

Modified linkable behavior to support a %{MODEL_ALIAS} tag, which is replaced in the relationship conditions at runtime with the actual model alias.  This is experimental at best, and certainly will create a problem for any model that ends up using the conditions in 'contain' instead of 'link'.

Broke the LedgerEntry->findInLedgerContext function out into multiple pieces, so those same pieces could be used in the LedgerEntries controller to populate jqGrid.

Changed the ledger_entries element, as a special case, to also allow listing control from ledger_id and account_type, instead of idlist as a mechanism for populating the grid.

Changed the infobox summary css, which will break several pages until I rework them.

Some next steps include fixing the broken infoboxes, and changing the transactions view to use the ledger_entries element.  This also means the ledger_entries element will need to add support for idlist, or if we have any credit/debit issues, perhaps another custom transaction_id instead.



git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@134 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 19:41:20 +00:00
abijah
d859cb4dee Changed account to split the table requests into two parts. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@132 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:31:21 +00:00
abijah
3dcdcb03eb Updated accounts to use jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@130 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 04:15:55 +00:00
abijah
18b928411b Added the Containable behavior back into the AppModel, since it's obviously getting used in every controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@91 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 21:09:23 +00:00
abijah
55b896a9f0 Primarly a cleanup checkin, although a couple minor bugfixes were included as well. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@82 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 05:14:08 +00:00
abijah
9f8d4fa9b2 Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@81 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 02:41:23 +00:00
abijah
f3ffa3c079 I'm still in the middle of moving onto a ledger based system. However, I'm am now changing how transactions and entries relate back to the customer. I'll be using a ledger for each lease (for rent, late charges, security deposits, etc), and a ledger for each customer (for POS, non-specific deposits such as reservations or covering mulitple units, bad debt writeoff, and possibly customer credits, when not obviously lease specific). This coming change might not be in the right direction, so I want to capture the work as is right now. This change set is not fully functional. Many operations do work, but there are obviously transaction problems with units and customers. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@71 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-06 20:18:56 +00:00