abijah
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207808d6d5
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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/site@218 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 00:42:57 +00:00 |
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abijah
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dc787bd9e7
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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/site@217 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 23:43:35 +00:00 |
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abijah
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61af7693cd
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Changed order to Phone/Address/Email to be consistent with other areas
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@216 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 23:33:47 +00:00 |
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abijah
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24245e24f1
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Added logic to prevent the empty string from entering the database, using NULL instead
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@215 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 23:33:07 +00:00 |
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abijah
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ae276d310a
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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/site@214 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 20:01:06 +00:00 |
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abijah
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0f9bafab31
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Changed the addition of a dynamic div to slide into place instead of just popping into place.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@213 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 20:00:02 +00:00 |
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abijah
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41aa3f81a8
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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/site@212 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 18:32:54 +00:00 |
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abijah
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bb78a85d1b
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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/site@211 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 17:30:59 +00:00 |
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abijah
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90604bf672
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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/site@210 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 15:04:09 +00:00 |
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abijah
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bb5c44f19f
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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
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2009-07-05 15:01:18 +00:00 |
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abijah
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6c656b07c3
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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/site@208 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-05 02:48:23 +00:00 |
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abijah
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5f82404a4f
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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
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2009-07-04 17:38:22 +00:00 |
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abijah
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9bb957aff4
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Got rid of the temporary function to determine unit status enums, and switched over to actually querying the database. Eliminated a legend entry for DELETED since no one should ever see a unit like that given that it should be, well, deleted. Modified the legend algorithm slightly to fix the number of rows instead of columns, since the placement algorithm works through the rows before moving to the next column.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@206 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-04 04:42:11 +00:00 |
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abijah
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b335378edb
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Moved menu items unintended for long term into a 'Debug' section of the sidemenu bar
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@205 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-04 04:13:09 +00:00 |
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abijah
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3a1fb00527
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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
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2009-07-03 06:53:41 +00:00 |
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abijah
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6adf7e2358
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Added some revisit comments for move-out.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@203 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-02 20:05:56 +00:00 |
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abijah
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99504c6de5
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Finished basic functionality for Move-Out. This still needs some work to handle the security deposit.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@202 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-02 20:00:50 +00:00 |
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abijah
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e060c16252
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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/site@201 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-02 09:33:42 +00:00 |
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abijah
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ed673de22f
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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
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2009-07-02 09:19:33 +00:00 |
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abijah
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dfe61cbc2a
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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
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2009-07-02 09:16:42 +00:00 |
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abijah
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b5d7ecc269
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Got the bank deposit working well.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@198 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-02 07:41:18 +00:00 |
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abijah
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5fa166e881
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Added link to quickly reset the site data. This will help external testers as they won't have to worry about screwing up the data. Obviously, this is for debug purposes only and will need to be removed before going live.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@197 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-02 01:40:32 +00:00 |
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abijah
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ea1ad4764f
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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
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2009-07-01 11:10:57 +00:00 |
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abijah
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dfe20e7ef9
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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
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2009-07-01 08:17:31 +00:00 |
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abijah
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3550bf775c
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Merge in the bug fixes made to Linkable, as well as the better logging mechanism.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@194 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-30 18:11:40 +00:00 |
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abijah
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5558079dcc
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Merge in some desired changes from the statements_20090623 branch
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@193 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-30 18:09:17 +00:00 |
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abijah
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18e1f4986a
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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
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2009-06-30 17:56:32 +00:00 |
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abijah
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4b6da6cffa
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I quickly bailed on regressing back to charge/payment, as I don't see it solving the fundamental issues I'm having. In fact, I've decided to push forward with Invoice/Credit accounts, something I'm not fond of, but that at least was working. This checking is just a branch rename to reflect that fact.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@191 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-30 17:54:54 +00:00 |
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abijah
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9fea9c79f3
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Moving back to the Invoice/Receipt mechanism. Seems to work fairly well, even if it's non-standard.
git-svn-id: file:///svn-source/pmgr/branches/charge_credit_20090629/site@189 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-30 04:47:18 +00:00 |
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abijah
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10f71a1fe3
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Branch to revert way way back and get down to simple items, even if it's not extensible.
git-svn-id: file:///svn-source/pmgr/branches/charge_credit_20090629/site@188 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-30 01:06:33 +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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7ea002850a
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Moving to the standard accounting method of a single Account Receiveable.
git-svn-id: file:///svn-source/pmgr/branches/single_AR_20090622/site@180 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-22 23:46:03 +00:00 |
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abijah
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eee3d45c5d
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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
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2009-06-22 23:40:53 +00:00 |
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abijah
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de93c7545b
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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
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2009-06-22 19:03:08 +00:00 |
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abijah
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e00e10bbb5
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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
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2009-06-22 17:58:13 +00:00 |
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abijah
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3953e1dbf3
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Added stats summary to the top level for lease. For consistency, I want all stats to be summarized at the top.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@175 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-22 17:55:32 +00:00 |
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abijah
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788cbde710
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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
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2009-06-22 17:46:49 +00:00 |
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abijah
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4a064df594
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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
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2009-06-22 17:43:24 +00:00 |
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abijah
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c048d44972
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Checking in completely non-working code, as I'm just trying to get a full checkin before the weekend. I cannot yet seem to get the Reconcilation entries to save.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@172 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-19 16:22:28 +00:00 |
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abijah
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f6d6659d2a
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Got rid of the custom paging functions, since it's no longer used, and added a function to convert dates into SQL format. Added a beforeSave callout to Transaction to convert the date before saving.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@171 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-19 16:21:16 +00:00 |
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abijah
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19cee7290f
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Fixed a bug that was leaving unreconciled entries in the list of reconciled entries.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@170 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-19 16:19:18 +00:00 |
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abijah
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3c067f6586
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While working on payments, commented out the form reset stuff so I don't have to keep reentering the data with every post. Also, changed the customer ID to be passed outside of 'Customer', which appears to cake as a model that needs to be updated. Finally, added a bogus parameter, until I can figure out why the Model::set() function fails to recognize model fields if the first item in the model array is another Model. This bogus field just ensures Model::set uses all the fields, and bogus is ultimately ignored since it's not a member of LedgerEntry.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@169 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-19 16:17:14 +00:00 |
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abijah
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f7bcfef665
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Added a ledger listing to the Lease view page, which was otherwise quite empty.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@168 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-18 04:19:17 +00:00 |
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abijah
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d06f34de9a
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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
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2009-06-18 04:07:52 +00:00 |
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abijah
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d5388e7767
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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
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2009-06-18 03:57:43 +00:00 |
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abijah
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5a88f29600
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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
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2009-06-18 03:45:43 +00:00 |
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abijah
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8dd64f60bc
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Fixed a confusion over the usage of the 'opposite' function, which was converting, for example, from 'ASSET' to 'credit'. However, it seemed like it could be used to convert from 'debit' to 'credit', but it didn't work that way. So, I modified it to do so, and made things a bit more robust by making the comparisons case insensitive.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@164 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-18 03:43:05 +00:00 |
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abijah
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de2319e93d
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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
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2009-06-18 00:49:40 +00:00 |
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abijah
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1fbc452581
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Changed the unreconciled transaction list to always include 'debit' or 'credit', even if the user specifically requests one or the other. Handling it as a special case everywhere was bothering me.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@162 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-17 19:12:22 +00:00 |
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