abijah
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35f17ed1de
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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/site@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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c3e60a65c1
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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/site@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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6904320e4e
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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/site@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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3c390d940f
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Modified how NSF customer surplus items are handled. Instead of creating a negative surplus (which was dumb, but a decent first pass), we just void out the surplus. This drops the surplus off the radar, and in fact may cause confusion since the transaction no longer has enough statement entries to total up correctly. However, it doesn't appear too confusing, especially as tender item names are now decorated with strikethrough when they're NSF (the previous checkin).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@444 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:40:16 +00:00 |
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abijah
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7a42bee8ef
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Added transaction stats. Added (possibly unwanted) columns.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@389 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-25 08:06:50 +00:00 |
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abijah
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b820929ddc
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Made progress adapting the receipt code onto the latest db changes.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@387 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 07:43:42 +00:00 |
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abijah
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4a94fc3798
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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/site@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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25bc1607cc
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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/site@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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f52fba96c1
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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/site@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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5a16e497ad
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Customers is working somewhat. I want to see if the grid query logic can be simplified, so I'm checking in first
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@359 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-21 09:40:51 +00:00 |
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abijah
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d5bcd9a496
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Another snapshot
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@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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4d123b63f0
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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/site@262 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-08 20:40:44 +00:00 |
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abijah
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a88f5829ce
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Moved the leases element onto the new grid helper.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@261 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-08 19:22:22 +00:00 |
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abijah
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fbd43fbbb2
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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/site@222 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 03:34:33 +00:00 |
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abijah
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73eacdbcf2
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More changes. I just can't seem to come up with a solution that works that I like. The problem now, without invoice/receipt, is that one check cannot cleanly pay for two units.
git-svn-id: file:///svn-source/pmgr/branches/single_AR_20090622/site@182 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-24 00:33:39 +00:00 |
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abijah
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009ea6b44d
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Nowhere near done yet, but checking in a snapshot of semi-working code. There is some simultaneous support for both with and without use of the Invoice/Receipt account. I want to do away with them completely, but will need to change how sitelink payments are mapped (right now, they split a payment into multiple parts to match the charge).
git-svn-id: file:///svn-source/pmgr/branches/single_AR_20090622/site@181 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-23 19:04:41 +00:00 |
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abijah
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c9c06a9fb4
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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/site@135 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-15 21:01:22 +00:00 |
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abijah
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f08884f326
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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/site@77 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-08 03:32:07 +00:00 |
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abijah
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677458e942
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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/site@71 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-06 20:18:56 +00:00 |
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