abijah
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6def9cbb02
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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@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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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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1ae1b6a4f3
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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@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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8d87a0698c
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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@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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44df78e69f
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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@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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1c8cc70a28
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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@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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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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b9c1a81c3b
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Experiment to allow payments to trace back to the charge, even if the amount crosses several ledgers. I'd really like to go a different direction.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@179 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-22 23:42:13 +00:00 |
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abijah
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9331b0a412
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Should have checked this as part of the last commit (r152), since it is the DB schema changes necessary to support the reconciliation work. Also, the sitelink script was modified to match.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@153 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-16 21:47:57 +00:00 |
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abijah
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55dd94681a
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Added a primary contact for each customer, as there must be someone (or some entity) to contact for every customer. This simply makes it explicit, and has the added benefit of being easier to work with when querying.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@104 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-13 04:19:19 +00:00 |
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abijah
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4277962e3b
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Fixed a spelling error in the database schema
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@84 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-10 08:51:18 +00:00 |
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abijah
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190a9259d4
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More changes to how accounts/ledgers/transactions are all handled.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@78 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-10 02:27:03 +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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30c6e0b0f4
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Forgot to save the file before the last checkin. Added the possibility of a 'credits' table, but I'll probably be wiping this out moving forward.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@68 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-04 03:48:35 +00:00 |
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abijah
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46e3316ce1
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Added some changes to try and resolve some accounting problems. However, I may be about to redo the accounting stuff altogether.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@67 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-04 01:56:09 +00:00 |
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abijah
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f42ce65768
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Changed the charge_to date to allow NULL, since not all charges cover a time period (security deposits, some late charges, POS, etc)
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@61 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-01 07:26:00 +00:00 |
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abijah
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ec3d986c78
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Removed site_id from the maps table, since the it already references site_area_id which fully qualifies the site anyway.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@26 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-28 11:09:19 +00:00 |
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abijah
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ed04f81dda
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Modified to allow the display_name to be NULL
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@21 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-28 08:03:12 +00:00 |
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abijah
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0ef51ee30f
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Added a Financial Accounts table, for allowing transactions to be exported to financial software (definition is presently incomplete). Rearranged the table definitions a bit as well.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@17 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-28 06:40:40 +00:00 |
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abijah
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6b53d8a25a
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Omission bug on last checkin
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@13 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-27 20:52:32 +00:00 |
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abijah
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76a06d1655
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Further naming conventions to match CakePHP
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@12 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-27 20:49:54 +00:00 |
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abijah
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eeb8775820
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Further changes to the table naming conventions to match expectations of CakePHP
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@11 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-27 20:32:31 +00:00 |
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abijah
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2d9a85ad82
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Changed table naming convention
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@10 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-27 20:25:00 +00:00 |
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abijah
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0da1080b86
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Added database schema file. For the complete revision history of schema.sql, see branches/rent_manager_20090510/db path of the 'domain' repository
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@9 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-05-27 19:47:48 +00:00 |
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