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92 Commits

Author SHA1 Message Date
abijah
ad3d1c92bf Fixed stupid syntax error 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@305 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 07:24:14 +00:00
abijah
fa17e319e0 Fixed a bug causing leder_entry lists to only list one item from each transaction (although the numbers were right, the other ledger_entry fields were not). This was due to the changes I made to ledger_entries.ctp when moving everything to the Grid Helper. Prior to that, the default was to group by transactions, unless notxgroup was defined. Since it was experimental, it was hardcoded to false in the ledger_entries element, so there was no problem. After Grid Helper, it was inadvertantly deleted, hence the bug. I changed the default to be NOT to group by transaction, and also invalidate the ledger_entry fields when we do group that way. So, this bug should be put mostly to rest, although I don't like converting the ledger_entry list into a simple transaction list (we do have another element for that after all). Oh well, works for now. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@304 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 01:52:32 +00:00
abijah
0d3403032c More changes to the ledger_entry view 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@300 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 00:34:43 +00:00
abijah
ba82eabcbc 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/site@290 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 16:07:19 +00:00
abijah
0c8035b402 Removed monetary_source_type. It was redundant, and it's entirely unclear what purpose it ultimately would or could serve. Our use of different accounts for Check, Cash, etc likely obsoleted any intention we might have had for monetary_source_type 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@288 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 08:28:34 +00:00
abijah
a45fd6879d 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/site@277 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 02:57:29 +00:00
abijah
7e0d8a9da2 Modified which columns are displayed for ledger entries 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@263 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 20:57:11 +00:00
abijah
4d123b63f0 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
 2009-07-08 20:40:44 +00:00
abijah
a88f5829ce 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
 2009-07-08 19:22:22 +00:00
abijah
5c29200428 Minor tweak to allow more size selections in the drop down list. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@260 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 19:19:42 +00:00
abijah
abd166cb98 Modified effective dates to be part of the ledger entry, not the transaction. This is the logically correct way, as a transaction is simply a collection of entries which might be anywhere from completely aligned to totally disjoint from one another (more likely the former). As a practical example, consider a move-in invoice, with security deposit (effective immediately with no end date), a prorated rent (effective move-in day through the end of the first month), and first full months rent (effective beginning of next month through the end of next month). There is certainly more work to be done on this, and testing was minimal. It does seem to be functioning though, so I'm checking in. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@256 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 16:04:53 +00:00
abijah
c455b383f5 Updated the balance algorithm for units and customers as was done for leases. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@253 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 00:34:03 +00:00
abijah
011c05d098 Implemented the balance field of Leases as part of a single query. This not only reduces the number of queries required, it also allows balance to be a sortable column, so that we can determine which customers are overdue. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@251 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 16:08:56 +00:00
abijah
aa2e647199 Added mechanism for user to know the rent amount on the invoice screen. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@250 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 09:00:54 +00:00
abijah
66e2647c05 Moved the debug grid query link into the caption bar to minimize layout distractions. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@234 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 23:17:53 +00:00
abijah
85756975ae Modified the form table to support a variety of extra texts and/or columns 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@232 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 19:22:27 +00:00
abijah
58d3cbf66b First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@231 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 18:34:44 +00:00
abijah
8237ca1f9d Changed leases element to understand some common fields 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@224 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 04:30:03 +00:00
abijah
eab49091ae Implemented ability to add a customer, and fixed the problem with flagging of the primary contact. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@220 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 03:01:28 +00:00
abijah
bb5c44f19f 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/site@209 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-05 15:01:18 +00:00
abijah
5f82404a4f Changed the relationship between grid visibility and text of the selected item. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@207 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-04 17:38:22 +00:00
abijah
3a1fb00527 Added ability to move an existing customer into a vacant unit. Changed out all of the 'amount' fields with 'rent', since it's much more self-explanatory. We still need the ability to add customers and contacts. I'll consider doing this by using the insert row ability of jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@204 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-03 06:53:41 +00:00
abijah
ed673de22f 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/site@200 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 09:19:33 +00:00
abijah
dfe61cbc2a Added ability for callers to control the jqGrid sort order 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@199 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 09:16:42 +00:00
abijah
ea1ad4764f 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/site@196 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-01 11:10:57 +00:00
abijah
dfe20e7ef9 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/site@195 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-01 08:17:31 +00:00
abijah
18e1f4986a Since Lease.number is a VARCHAR, it doesn't sort well. So I added a hidden column for Lease.id, which sorts better. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@192 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-30 17:56:32 +00:00
abijah
73eacdbcf2 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
 2009-06-24 00:33:39 +00:00
abijah
009ea6b44d 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
 2009-06-23 19:04:41 +00:00
abijah
eee3d45c5d Prevent grouping of ledger entries by transaction, at least for now. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@178 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 23:40:53 +00:00
abijah
de93c7545b Experiment to group ledger entries by their transaction ID instead of their entry ID. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@177 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 19:03:08 +00:00
abijah
e00e10bbb5 Added a balance column to customer. Like lease, since it's based on additional queries for stats, it's not sortable. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@176 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 17:58:13 +00:00
abijah
788cbde710 Due to the way we're adding in stats for each lease as a separate query, there isn't presently a way to sort by balance. Therefore I've disabled sorting on that column, which can be revisited if we reduce the grid down to a single SQL query. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@174 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 17:46:49 +00:00
abijah
4a064df594 Fixed problem with sorting by entries/debits/credits/balance 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@173 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 17:43:24 +00:00
abijah
d06f34de9a Modified Transaction view to use jqGrid for entries. Also fixed a bug in the ledger entries element, since there is no way for credit/debit to be populated without a ledger_id, it makes sense to base the column displays on the presence of ledger_id. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@167 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 04:07:52 +00:00
abijah
d5388e7767 Although I'm not too happy with the modifications, I do have a working version that minimizes the columns need to display ledger entries. The logic feels screwy to me, but I've beat my head on it long enough. I'll move on to something else and come back to it when my head clears. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@166 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 03:57:43 +00:00
abijah
5a88f29600 Modified to prevent stepping on the user's action if already set. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@165 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 03:45:43 +00:00
abijah
de2319e93d Further progress on payment entries. There is an outstanding charges grid, but it doesn't have amounts due to the way I designed the ledger_entries element. I'll do a bit of rework on that next. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@163 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 00:49:40 +00:00
abijah
b8de98917a More progress on posting payments. Customer selection now works as well as the date picker. At this point, we need to figure out how to insert this data into the database. Of course, significant cleanup is still required, as is beautification. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@155 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 05:17:59 +00:00
abijah
d6c7fbb735 Added a refresh button to every jqGrid. I added a search button too, but I feel like the modal dialog needs to be tweaked to be useful. Oh well, good enough for the moment since it comes for free 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@154 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 21:55:41 +00:00
abijah
5dd3efa12f Added initial support for ledger entry reconciliation (e.g. matching payments to charges). 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@152 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 21:40:46 +00:00
abijah
212c982851 Removed the lengthy and overly verbose URL from the debug output, since it can be easily determined from clicking on the provided link. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@150 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 21:37:15 +00:00
abijah
30b3185473 Added accounts to the ledger entry grids, since it's tough to figure out what's going on without them. This exposed a problem with the controller name automatically being determined in the Links function, so it now looks for an optional controller parameter. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@141 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 23:22:38 +00:00
abijah
7ee461d993 Added monetary source into the ledger entry lists. This may be more information than is needed on the listing, but I'll take it out later if so. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@139 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:52:38 +00:00
abijah
365b2295af Added an element for monetary_sources. Not sure if it will get used, but it was easy enough to do. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@138 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:45:07 +00:00
abijah
dfb0d90246 Moved map listings to jqGrid, and fixed cut/paste error in the comments of the transactions controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@137 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:34:35 +00:00
abijah
af32d88605 Moved transaction listings to jqGrid, and fixed a bug in the jqGrid element wrt. comment columns 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@136 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:24:42 +00:00
abijah
c3139220ee 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/site@134 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 19:41:20 +00:00
abijah
e3b838d62a Moved ledgers over the jqGrid. Working reasonably well at the moment. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@131 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:22:38 +00:00
abijah
5fd7483ac1 Updated accounts to use jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@130 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 04:15:55 +00:00