Commit Graph

13 Commits

Author SHA1 Message Date
abijah
a3b376544c Replaced the hardcoded 'level' checks, and incorporated (as a first pass) the new permission mechanism
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@802 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-28 07:11:14 +00:00
abijah
24e208bf17 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
2009-08-23 00:38:18 +00:00
abijah
86b0c14eda Eliminated the ID field from the grids, wherever feasible.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@736 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-23 00:16:04 +00:00
abijah
55c5c9e9e6 Got the ledger closings to work again. This seems to work ok, although I notice closing the ledger after deposit results in a balance forward entry of $0.00 . I'll work on it next
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@421 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-30 01:59:10 +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
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
1ae1b6a4f3 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@200 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-02 09:19:33 +00:00
abijah
44df78e69f 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@195 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-01 08:17:31 +00:00
abijah
39071b39fb Moved ledgers over the jqGrid. Working reasonably well at the moment.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@131 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 06:22:38 +00:00
abijah
55b896a9f0 Primarly a cleanup checkin, although a couple minor bugfixes were included as well.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@82 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-10 05:14:08 +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