abijah
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11b54588ff
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Changed the invoice page to redirect back to the customer view, which is typically more of interest than the lease view
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@980 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-04-02 12:24:34 +00:00 |
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abijah
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68cbca5e28
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Added outstanding charges and outstanding credits to the customer page, and reorded fields in order of presumed importance. Removed items from Unit/Lease which really shouldn't have been there. They were added for convenience, but the redundancy was confusing. Added a couple report links to make it easy to see outstanding charges and collected rents.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@977 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-31 19:49:56 +00:00 |
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abijah
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2602a6fa7c
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Added a lease up report
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@960 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 01:51:32 +00:00 |
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abijah
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3b885e2686
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Fixed the problem of client side lease selection breaking the automated rent invoicing tools.
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@872 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-10-09 23:17:46 +00:00 |
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abijah
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e162d35d56
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Added a more automated mechanism for adding multiple rent charges to an invoice. Also included is a proration tool. This needs more work though, since it relies on server side data from the lease. Selecting a new lease on the client side will cause this change to fail, and so we'll need to add a column for charged-through. Finally, error messages for invoice and receipt were improved slightly to better explain the error.
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@871 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-10-09 22:48:37 +00:00 |
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abijah
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3e3dff31a8
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I believe the bug Shirley has been seeing is finally fixed. The problem is that an extra comma at the end of a javascript object literal blows up in IE7. FF and IE8 both handle it fine, which is why we hadn't noticed. Hopefully, this change includes all areas which had the extra comma.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@842 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-09-07 17:04:34 +00:00 |
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abijah
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3642724b5e
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ajax logging is not working on site. The log message is now added as part of the post. However, it is added by using jQuery, so it may not work. Consequently, there is a default value to help narrow down the problem.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@841 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-09-07 05:30:08 +00:00 |
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abijah
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0ad68f4d6a
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Added util function to allow us to capture client side logging, and utilize it in the invoice view to find out why the app is not working on site. Also, since everything depends so heavily on jQuery, added an internal error if jQuery fails to load.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@840 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-09-06 15:32:41 +00:00 |
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abijah
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bb4046e1da
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Changes to allow invoices and receipts to work without ajax, since it may be the ajaxForm that is creating problems for Shirley on-site. Added debug prints to the invoice page as well, to get feedback on what exactly is breaking.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@835 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-09-05 15:15:24 +00:00 |
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abijah
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ef64644536
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Added move in/out selection verification before submit
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@831 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-31 15:10:45 +00:00 |
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abijah
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7198d7e6f4
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Changes to have the software function without the presence of jquery-ui (which may not be complete). Also, brought the jquery libraries to the server, instead of using them as hosted from google. Some browser configurations may have an issue with what they deem to be cross site scripting.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@822 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-29 20:27:12 +00:00 |
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abijah
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63de5641a0
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Temporary fix for last minute bug
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@817 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-28 22:11:18 +00:00 |
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abijah
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0c9b945f7b
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Added pre-submit data verification for invoice and receipt. The checking is pretty thin, but it's a start. I don't want to do more, as I'm sure there are lots of data validation tools out there and would prefer to go that route.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@806 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-28 18:22:13 +00:00 |
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abijah
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20309fba39
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Modified move_out to present a grid of leases, so the user can make a selection just as with move-in, invoices, receipts, etc.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@771 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-25 01:09:47 +00:00 |
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abijah
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8663c25806
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Added some lease operations to the customer menu. If there is only one current lease, this works great, and if there are multiple, it works as if it were performed from the top level, ignoring the fact that the user clicked the operation from the customer page.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@769 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-24 21:49:40 +00:00 |
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abijah
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294aabbb29
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Removed the lease/customer link from invoice/receipt
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@767 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-24 20:25:09 +00:00 |
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abijah
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de9a4acd5d
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Added ability to create a new customer directly from the move in operation.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@760 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-24 18:44:30 +00:00 |
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abijah
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1d921358a8
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Changed statement/ledger entries to defaultly sort by date in descending order. For small lists, ascending order is more logical, but for larger lists, this buries the most relevant items at the very back.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@739 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-23 01:02:28 +00:00 |
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abijah
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9a819c72a8
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Tidied up where we show transaction ids vs. statement/ledger entry ids
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@738 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-23 00:54:22 +00:00 |
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abijah
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24e208bf17
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More cleanup to hide ID from the user except where ID is intended to be the externally visible identification method (like transactions and ledger/statement entries).
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@737 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-23 00:38:18 +00:00 |
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abijah
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eb019dd9e5
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Fixed a bug when transitioning to a move-in receipt, and changed the invoice/receipt grids to only contain current customers / active leases. A non-current customer or closed lease can still have a receipt/invoice, the user will just have to go directly to the customer / lease first. OK, so I just checked and that's not true. Perhaps it should be...
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@605 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-17 17:23:50 +00:00 |
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abijah
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8dd6fc957d
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Fixed url generation since it was not propogating the admin/dev routing items. Also modified the invoice at move in to exclude the customer list, and to transition directly to the receipt page afterwards.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@556 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-14 21:05:36 +00:00 |
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abijah
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fc292e3366
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Moved paid-through from the detail box, which is semi-static information, to the info box, which holds data that changes with time (i.e. the so called pertinent information).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@549 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-13 22:09:27 +00:00 |
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abijah
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f23726783e
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Fixed bug causing a $0.00 security deposit charge on the move-in invoice
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@541 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-12 23:16:17 +00:00 |
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abijah
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1d27b4dcb5
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Many bug fixes, found while entering real facility data. Most are quite minor, although there was a functionality change to assignCredits, to support concessions without assigning them to anything other than rent. I've found that there is a glaring problem with charge reversals, which don't work correctly with the collected report. Of course, we're deleting prior disbursements, which obviously needs to be rectified.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@540 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-12 09:37:49 +00:00 |
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abijah
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72af3f3247
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Changed invoice generation to match the receipt changes in r521 (no more debug, transition to the lease after entry, etc).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@525 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-11 01:08:39 +00:00 |
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abijah
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07a2be05f7
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Added customer since/until fields. Changed the ledger entry grid on the customers page into a receipts grid, and added it to the lease page as well, even though it is for the customer in general, and may include receipts for leases other than the one being viewed. I may put more effort into this later, but for now it solves the problem of getting the receipt tenders visible when viewing the lease.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@509 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 00:56:41 +00:00 |
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abijah
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e6b0313523
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Add refund capability to the customer, and in fact only the customer, as we've revoked refund capability from the lease. This is to help work through various issues surrounding use of security deposits and general refund functionality. For example, a customer who has overpayed (customer surplus, with zero balance on lease), and then moves out. Where that security deposit surplus goes has been a bit of a thorn. Hopefully, this resolves the issue, although there may still be some bugs to flush out.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@504 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-08 04:27:02 +00:00 |
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abijah
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654eb0960e
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Some of the finer detail work, mostly around pre-populating the move-in invoice with useful and correct data, and allowing the lease rent and deposit to be set at movein.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@503 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 22:52:01 +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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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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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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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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63de30d392
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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
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2009-07-30 19:45:19 +00:00 |
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abijah
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04bc284a76
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First pass implementation at generating an invoice, which seems to be working. Largely untested, but worth checking in. Next is to get receipts using the same algorithm, and after that will be to work on a reconciling mechanism, creating payments, and matching them to charges. This checkin includes an additional customer_id fields as part of the transactions table. I think it was an oversight not to be there, as we need some way to keep track of monies which have been paid by a customer, yet not applied. If there is a different way to do it (short of actually having each ledger entry hold customer_id), it escapes me at the moment.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@372 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 21:24:49 +00:00 |
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abijah
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708759765f
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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
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2009-07-23 16:53:33 +00:00 |
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abijah
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234999b4d2
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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
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2009-07-23 01:49:46 +00:00 |
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abijah
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93ebc450fe
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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
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2009-07-21 10:23:52 +00:00 |
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abijah
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c002f3f3ba
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Another snapshot
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@356 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-20 23:35:11 +00:00 |
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abijah
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6ac0204baf
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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
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2009-07-19 23:35:25 +00:00 |
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abijah
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0c8649d1c5
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Added a paid-through field for leases. Now I just need to add it to the grid query, although it's a change that can wait.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@343 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-15 09:18:56 +00:00 |
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abijah
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b1914f7cca
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Standardized the grid events interface, to ease the burden on the views and ensure that the load functions could be used by the application without wiping out the debug functionality that was built into jqGrid.ctp
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@336 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-15 06:21:55 +00:00 |
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abijah
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90d990e0a5
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Implemented bad debt write-off. This was tested about as well as the last checkin for security deposit utilization. Also, both of these need a redirect. I'm thinking redirect will have to be controlled dynamically, since we probably want to have them in a sequence of pages daisy changed at move out. Of course, we also will allow them each to be run on their own individually.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@295 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-10 10:06:56 +00:00 |
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abijah
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1cb56894ce
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Forgot to add apply_deposit.ctp to the last checkin.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@294 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-10 09:35:50 +00:00 |
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abijah
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6507009acc
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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
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2009-07-09 16:07:19 +00:00 |
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abijah
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43787d6434
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Removed the comment from lease move-out, and tweaked the form_table to support it
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@277 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 02:57:29 +00:00 |
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abijah
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72c55459ca
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Consolidated the move out/in pages. I'm really not happy with this checkin, as it has actually reduced functionality. We used to be able to click move-out on a customer and be presented with a list of units to move out of. This was the intention, but I've gotten frustrated with the fact that I'm working on non-MUST functionality. Things are working good enough at the moment, so I'm checking in and will have to come back to this later.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@276 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 02:19:14 +00:00 |
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abijah
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c2d2a1c400
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Changed move_out to use datepicker in the same way as move_in. I'll probably be wiping this out later to have move_out behave more like move_in and present customer and unit selection boxes.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@273 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 00:40:24 +00:00 |
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abijah
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208aaaa504
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Modified the datepickerNow() function to return results without the time (just date). Updated the move_in datepicker to use it and added a link for the user.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@272 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 00:31:56 +00:00 |
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