35 Commits

Author SHA1 Message Date
Abijah
98d9849914 Merge in the hosted_migration_20130215 branch to the v0.3_work branch
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1030 97e9348a-65ac-dc4b-aefc-98561f571b83
2013-12-05 01:24:21 +00:00
abijah
ae1dccfb14 Updated help messages to reflect the requirements around first/last/company_name and display_name. Actually, the messages don't make any mention of company_name, but it can be used for display_name as well.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@763 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-24 19:37:19 +00:00
abijah
9bc699bf51 Modified contact grids to use display_name, and the contact model to take company name into account if no other fields will work for display name.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@762 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-24 19:17:55 +00:00
abijah
fc332bef0e Changed wording slightly to fit on one line.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@756 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-24 07:44:03 +00:00
abijah
73eeba04fe As with last checkin for customer, we now have special coloration for required fields, as well as blank required fields.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@754 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-24 06:53:51 +00:00
abijah
5ad28c809b Fixed the relationship field for customer and contact grids.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@750 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-23 19:23:49 +00:00
abijah
63de30d392 Modified the filtering behavior; A filter specified as 'Table.field' results in the obvious split (Table, field); 'Table' results in (Table, id); 'field' results in (ModelTable, field). Fixed a bug in the app controller which was allowing 'fields' to leak into the top level of 'link'
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@430 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-30 19:45:19 +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
6507009acc Fixed a bug created with each form table when that element was modified to ignore fields set to null. The original intention was that null simply meant 'no special configuration'. However, we needed a way to programatically enable/disable fields, so null was an obvious choice to use. Now that I'm about to check in, I think I should have just made a minor change to use false to skip a field, which would have been backwards compatible (except for the one place using null to exclude the field). However, it's done now, so what the heck.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@290 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-09 16:07:19 +00:00
abijah
aca9d13a7d Moved all grid elements onto the grid helper. Basic testing done, but more testing needs to be done.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@262 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-08 20:40:44 +00:00
abijah
5fd783dc50 Cleaned up and got rid of the word Tenant in most places. The original thought was to minimize confusion in our specific case (since we don't sell POS items) by simply refering to customers as tenants. However, I don't think customers is a very confusing term and so I decided to clear up the inconsistency. I did leave it in a couple places, where the customers in questions are clearly tenants
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@222 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-06 03:34:33 +00:00
abijah
ab0e85824b Added ability to add a new contact, which also fixes the glaring omission of saving changes to contact details on the edit page (previously we were only saving contact methods, not any contact details.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@218 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-06 00:42:57 +00:00
abijah
6def9cbb02 Finished implementation of contact edit. This is now saving everything to the database. I hope to now leverage it for a new contact. This checkin includes a bit of code in the sitelink2pmgr script that sets the customer display name. It should have been checked in several revisions ago.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@217 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 23:43:35 +00:00
abijah
c7d772be53 Changed order to Phone/Address/Email to be consistent with other areas
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@216 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 23:33:47 +00:00
abijah
b7e0ea8313 Moved the customer edit page to include address and email fields. This is largely all the work on the presentation side, now I just need to take the data and update the database.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@214 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 20:01:06 +00:00
abijah
bc3bcd8312 Got the existing contact phone numbers to populate correctly. I've chosen to disallow editing of these numbers, since a) it's tricky to do this in place, and b) it will be too confusing at the moment to handle this on a separate page, and c) I don't want to implement a modal ajax box at the moment, and d) doing so would probably be a user error liability, since folks would choose to edit a shared number instead of adding a new one when the situation would warrant the latter.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@212 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 18:32:54 +00:00
abijah
c59f48fb84 Changed the dynamic div generation to occur under PHP instead of directly under Javascript. This allows us to create a div on the server side making it directly part of the page (which is how we'll populate it with existing values).
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@211 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 17:30:59 +00:00
abijah
6844513253 Doh! That's what happens when you make a seemingly innocuous change right before checkin...
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@210 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 15:04:09 +00:00
abijah
dc850f4e8e First shot at an actual working form to enter contact information. It only handles phone numbers at the moment, and it does NOT handle existing ones. It's a decent start though, and worth checking in. Next I'll have to handle existing phone numbers, and then addresses and emails. Of course, after that, I'll have to actually save everything to the database.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@209 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 15:01:18 +00:00
abijah
dea1454dcd Nowhere near complete, but a quick checkin to the contacts edit view so I can clean up some of the commented code that's getting intrusive.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@208 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-05 02:48:23 +00:00
abijah
23f4a29fc7 Updated all the view.ctp files to use the new style infobox. I should probably create an element for it, but I'll hold off for now.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@135 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 21:01:22 +00:00
abijah
404323c6c1 Moved contacts onto jqgrid. Added 'name' and 'longname' formats.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@120 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-14 20:24:36 +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
374843aeee Finally added a format helper, which has been long intended. There may be still be conversion issues, it hasn't been tested much.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@77 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-08 03:32:07 +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
abijah
e1671a9fca Additional work on generating ledger information. I've been reading up on accounting basics though, and I feel I'm just not going in the right direction. I'm checking this in, since it works somewhat, and will probably try to head in a different direction.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@66 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-04 01:54:15 +00:00
abijah
24730fda1b Added links everywhere for charge/payment/receipt. Also, minor tweaking to the views in a couple places.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@64 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-01 08:39:33 +00:00
abijah
70812e0a0c Getting sidemenu ready for more dynamic actions based on context. Couple minor tweaks to layout.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@44 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-30 20:51:07 +00:00
abijah
7fae1bcaad Modified table element algorithm to be cleaner and to handle multiple class types. Modified ledger listings to group the charges and associated payment rows with one color. Fixed summary balance data to come from the controller instead of being created in the view. Created an infobox to carry pertinent info in the top right of the view pages.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@43 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-30 20:07:24 +00:00
abijah
c041174b0c Changed how tables are layed out (since I was repeatedly duplicating code in many places) by adding a table element to be used wherever we need a table. This could probably have been a helper instead of an element, but it's not clear to me why one should be chosen over the other, and I already know how to quickly add an element (I think the real choice resides in whether you need a collection of helper functions, or you just want to drop in a chunk of html, i.e. a helper element). Also, a major revamp to the style sheets as well, although more work is clearly needed.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@42 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-30 15:56:41 +00:00
abijah
2a4b8079fb Added comment blocks and context specific side menu link items. Also tweaked the Page titles and headings for the table listings.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@41 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-29 16:01:47 +00:00
abijah
f384e051bf Initial working version ofa consistent layout with side menu
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@38 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-29 14:49:11 +00:00
abijah
5c6189cdef Added preliminary support for units. The queries are giving me a heck of a time, so I've cheated in some places. For the most part though, it's working. Also, something went wrong with svn, and view/contacts/view.ctp was not right (a checkin seems to have been omitted on it). This checking brings it up to date.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@28 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 11:26:09 +00:00
abijah
8393403443 First pass at listing the customers. Need to figure out how to paginate based on a HABTM relationship.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@22 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 08:04:22 +00:00
abijah
4923712238 Moved the contact info into the contacts controller.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@20 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 07:12:32 +00:00