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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2489b67542
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Forgot to add the report views for the last two checkins :-/
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@959 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 01:31:05 +00:00 |
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abijah
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439e9a3de6
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Implemented the UnitSize controller and view. I would like to add controller navigation links for 1bd, 2bd, 3bd, and so on. Also, we need to make the number of available units part of the grid. It will require breaking a separate CountTables function, since we'll need to join with Units, but it shouldn't be a big deal. Whether or not we include occupancy percentage, or leave that to a report is undecided.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@782 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-25 15:56:42 +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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bd52030984
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Changed naming to match that on the lease page
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@542 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-12 23:16:36 +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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f3eaa40ea5
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Added ability to edit a unit, except for sort/walk order. To handle those things we'll need to: save unit's old sort/walk position; adjust down (by one) all unit positions greater than the old position; adjust up (by one) all unit positions greater than or equal to the new unit position; update the unit's position. I'm not going to worry about it right now.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@494 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 09:27:09 +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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aca9d13a7d
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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@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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311d8be646
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Moved the leases element onto the new grid helper.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@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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5fd783dc50
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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@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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d77dcfca75
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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@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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504f1e7cc0
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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@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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ce4fa4131a
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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@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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80f8bd36d5
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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@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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23f4a29fc7
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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@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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f6ca79d1a9
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Moved units onto jqGrid. Also generalized the jqGridSetup (now jqGridView) function and moved it into the app controller.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@117 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-14 05:33:30 +00:00 |
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abijah
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9f8d4fa9b2
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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
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2009-06-10 02:41:23 +00:00 |
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abijah
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374843aeee
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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@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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f3ffa3c079
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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@71 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-06 20:18:56 +00:00 |
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abijah
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e1671a9fca
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Additional work on generating ledger information. I've been reading up on accounting basics though, and I feel I'm just not going in the right direction. I'm checking this in, since it works somewhat, and will probably try to head in a different direction.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@66 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-04 01:54:15 +00:00 |
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abijah
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24730fda1b
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Added links everywhere for charge/payment/receipt. Also, minor tweaking to the views in a couple places.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@64 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-01 08:39:33 +00:00 |
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abijah
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0c43a0f884
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Fixed copy/paste error
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@58 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-01 07:23:05 +00:00 |
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abijah
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e65db5c759
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Rolled back the last changes, which were checked in for documentation only.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@57 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-01 06:28:56 +00:00 |
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abijah
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59b549955e
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Added payments under each receipt in the ledger. This isn't something I really want, just something I was testing. Snapshotting before I delete it, since it did work correctly
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@56 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-01 06:25:59 +00:00 |
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abijah
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70812e0a0c
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Getting sidemenu ready for more dynamic actions based on context. Couple minor tweaks to layout.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@44 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-30 20:51:07 +00:00 |
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abijah
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7fae1bcaad
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Modified table element algorithm to be cleaner and to handle multiple class types. Modified ledger listings to group the charges and associated payment rows with one color. Fixed summary balance data to come from the controller instead of being created in the view. Created an infobox to carry pertinent info in the top right of the view pages.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@43 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-30 20:07:24 +00:00 |
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abijah
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c041174b0c
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Changed how tables are layed out (since I was repeatedly duplicating code in many places) by adding a table element to be used wherever we need a table. This could probably have been a helper instead of an element, but it's not clear to me why one should be chosen over the other, and I already know how to quickly add an element (I think the real choice resides in whether you need a collection of helper functions, or you just want to drop in a chunk of html, i.e. a helper element). Also, a major revamp to the style sheets as well, although more work is clearly needed.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@42 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-30 15:56:41 +00:00 |
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abijah
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2a4b8079fb
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Added comment blocks and context specific side menu link items. Also tweaked the Page titles and headings for the table listings.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@41 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-29 16:01:47 +00:00 |
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abijah
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f384e051bf
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Initial working version ofa consistent layout with side menu
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@38 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-29 14:49:11 +00:00 |
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abijah
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5c6189cdef
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Added preliminary support for units. The queries are giving me a heck of a time, so I've cheated in some places. For the most part though, it's working. Also, something went wrong with svn, and view/contacts/view.ctp was not right (a checkin seems to have been omitted on it). This checking brings it up to date.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@28 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-28 11:26:09 +00:00 |
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