Commit Graph

670 Commits

Author SHA1 Message Date
abijah
20284046c3 Fixed bug charging customers again when there is not charge through date.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1019 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-11-17 18:20:48 +00:00
abijah
99a98cbc7d Added some minor view tweaks
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1018 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-11-17 18:18:36 +00:00
abijah
fc9226594c Added customer link on the receipts page
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1017 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-08-07 00:14:54 +00:00
abijah
352bdbbf49 Fixed non-backward compatible jqGrid issue caused during upgrade from 3.8.x to 4.0.0 (grid.postext.js module is no longer supported and is now a plugin)
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1016 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-08-07 00:11:03 +00:00
abijah
11fbdf0701 Upgraded to jqGrid 4.4.0
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1015 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-08-06 17:57:49 +00:00
abijah
2519f4c8a7 Added support for account name and number on the deposit slips
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1014 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-08-06 17:33:21 +00:00
abijah
b6ed57c02c Checking in changes from some time ago, changing the reports screen to give direct Quickbooks invoice and credits info.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1013 97e9348a-65ac-dc4b-aefc-98561f571b83
2012-06-14 01:32:44 +00:00
abijah
4dffa540a0 Fixed a long standing bug preventing proper display of the customer-contact relationship fields.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1010 97e9348a-65ac-dc4b-aefc-98561f571b83
2011-05-11 19:19:08 +00:00
abijah
3d1c4d2492 Added income / expense reports that produce results suitable for entry into quickbooks as per the current paradigm
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1009 97e9348a-65ac-dc4b-aefc-98561f571b83
2011-03-30 16:57:28 +00:00
abijah
c4f6f76edb Fixed a bug with 2 digit years
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1003 97e9348a-65ac-dc4b-aefc-98561f571b83
2011-01-08 01:26:04 +00:00
abijah
d95045cb15 Modified the grid search to support standard date formats, with a bit of a kludge by applying it to fields that end with _date or stamp.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1002 97e9348a-65ac-dc4b-aefc-98561f571b83
2011-01-08 00:56:15 +00:00
abijah
0c95431128 Changed lease status to LATE after the customer is actually late, instead of when late charges start to apply.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1001 97e9348a-65ac-dc4b-aefc-98561f571b83
2011-01-08 00:53:40 +00:00
abijah
c76ba261d8 Fixed a bug with customer merge. Common contacts were being deleted when selected as a source contact to keep.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1000 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-12 21:48:42 +00:00
abijah
954f0d7968 Removed the debug aid of sub-totaling statement entries. I'll add the right solution someday...
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@998 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 22:19:55 +00:00
abijah
920dba3a4d Modified a couple reports to have url control over the period
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@997 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 22:05:24 +00:00
abijah
fff2e84fb1 Updated to include total leases / past leases
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@996 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 21:43:34 +00:00
abijah
11aacd5803 Modified customer merge functionality to leave everything from the destination customer in-tact, and simply add on contacts from the source customer, if requested. This simplifies things significantly, and also the paradigm shift of starting the operation from the destination customer allows us to merge multiple customers into one with ease (no need to dig around for each source customer before clicking merge)
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@995 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 20:52:00 +00:00
abijah
34844760e8 Added the front end code to perform a customer merge. Seems to work, although I don't fully trust it yet. Now that implementation is done, I realize I don't care for the interface. Really, the destination customer should keep its primary contact and all other contacts. The user should only be given the choice of adding zero to all contacts from the source customer. A change in primary contact could always be handled after the merge.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@994 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 19:36:39 +00:00
abijah
b1113e826f First pass at a customer merge function. Preliminary tests seem to be successful.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@993 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 16:29:06 +00:00
abijah
112a128492 Minor change to the display and sort order of unit sizes
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@992 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 13:38:38 +00:00
abijah
d96145530c Minor update to support the 'IN' search type, avoid wrapping floating point in CDATA, and to support the grid request for multiple pages.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@991 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-07-02 13:27:35 +00:00
abijah
a602fce3ab Added override function for counting the results. This is needed because the 'Unpaid Charges' report was returning a crazy large number of entries. Although I know this quick and dirty hack works for that report, I haven't checked or tested to see if this might cause issues in other areas.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@985 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-04-14 04:24:13 +00:00
abijah
6849c2caae Added possible fix for this problem with sandbox/devbox themes that use a font size so large, it creates usability issues.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@984 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-04-14 03:34:01 +00:00
abijah
b83c870eed Merge in bugfix from v0.2_work
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@982 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-04-02 13:08:41 +00:00
abijah
11b54588ff Changed the invoice page to redirect back to the customer view, which is typically more of interest than the lease view
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@980 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-04-02 12:24:34 +00:00
abijah
214aa4d348 Yet another bug from haste... let's hope this one fixes it.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@979 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-31 20:10:21 +00:00
abijah
f281295084 Fixed copy/paste bug introduced at the last minute on the prior checkin.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@978 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-31 20:07:29 +00:00
abijah
68cbca5e28 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
2010-03-31 19:49:56 +00:00
abijah
4892143c0c On move-out, redirecting back to the customer instead of the closed lease
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@976 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-31 19:45:45 +00:00
abijah
1be8df7a75 Fixed a sorting issue (depending on point of view). When sorting by date, or effective date, I find it useful to have the next order of sort be entry ID, so they can be viewed in the order actually entered. Ideally, we'll get to a 4 date system: charge-from date, charge-to date, effective date (whatever date the user feels is the right date for the transaction), and _actual_ date, which is the true and correct entry date/time and _not_ user settable. The names of each may need to be different, but that's where we need to head, in which case, we would sort on actual date instead of entry-id.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@975 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-30 16:02:43 +00:00
abijah
285c682b1e Added ability to see the customer when listing transactions
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@974 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-30 15:57:54 +00:00
abijah
07461f4419 Merge in v0.2.2 fixes
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@966 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-12 04:05:00 +00:00
abijah
68e6dc2d20 Fixed the monthly charges report to only reflect income accounts (not things like security deposits). Also, by restricting to charges, the report was neglecting things like reversals, leaving the totals skewed. Thefore, the 'CHARGES' restriction was removed and replaced with the much more appropriate chargeDisbursementFields() function, which dumps fields that tabulate correctly.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@962 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-12 02:21:57 +00:00
abijah
2f2a4642fb Changed the monthly charge report to limit itself to 11 months (plus the current month), and to sort in reverse order, keeping the most relevant month at the top.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@961 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-12 02:02:42 +00:00
abijah
2602a6fa7c Added a lease up report
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@960 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-12 01:51:32 +00:00
abijah
2489b67542 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
2010-03-12 01:31:05 +00:00
abijah
821ffc4726 Added Monthly Charges report. Also, added a new area to the menu specifically for reports.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@958 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-12 00:38:34 +00:00
abijah
7770f13bf3 Added a Unit overview action. It's a bit quick and dirty, but it's intended for admins only.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@957 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-11 23:40:47 +00:00
abijah
83bfb8d32d As the database has grown, the statement entry page query has finally ground to a halt. The query was kludged as simple as possible, and it now operates much quicker. A cleaner solution would be nice...
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@936 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-03-02 03:10:54 +00:00
abijah
28817cea38 Removed buttons from the print media
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@914 97e9348a-65ac-dc4b-aefc-98561f571b83
2010-01-15 01:27:44 +00:00
abijah
3dca204ac6 Added the Deposit row to all tenders, not just those that have been deposited. This helps avoid confusion when looking at a non-deposited tender, since one may be trying to figure out whether or not it has been deposited and yet not remember if this is the appropriate screen.
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@900 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-12-09 18:02:00 +00:00
abijah
3b885e2686 Fixed the problem of client side lease selection breaking the automated rent invoicing tools.
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@872 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-10-09 23:17:46 +00:00
abijah
e162d35d56 Added a more automated mechanism for adding multiple rent charges to an invoice. Also included is a proration tool. This needs more work though, since it relies on server side data from the lease. Selecting a new lease on the client side will cause this change to fail, and so we'll need to add a column for charged-through. Finally, error messages for invoice and receipt were improved slightly to better explain the error.
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@871 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-10-09 22:48:37 +00:00
abijah
9674812e78 Merge in from the v0.1.0 tag, which is a bit of a botch. The intention was to make the change to trunk, then re-label as v0.1.1. However, due to a mixup, this was put directly as the v0.1.0 tag. It isn't good, but the change is small enough we'll live with it this time.
git-svn-id: file:///svn-source/pmgr/trunk@864 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-10-02 15:54:00 +00:00
abijah
4e8426fd79 Move the Charge Assessment link to the operations area, and updated the Transaction Destroy link to the admin menu and gave it a reasonable redirect instead of the view not found message (since it's no longer a dev function
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@846 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-09-15 02:32:56 +00:00
abijah
3ede96dad9 Fixed the map titles on IE.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@843 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-09-14 17:03:56 +00:00
abijah
3e3dff31a8 I believe the bug Shirley has been seeing is finally fixed. The problem is that an extra comma at the end of a javascript object literal blows up in IE7. FF and IE8 both handle it fine, which is why we hadn't noticed. Hopefully, this change includes all areas which had the extra comma.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@842 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-09-07 17:04:34 +00:00
abijah
3642724b5e ajax logging is not working on site. The log message is now added as part of the post. However, it is added by using jQuery, so it may not work. Consequently, there is a default value to help narrow down the problem.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@841 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-09-07 05:30:08 +00:00
abijah
0ad68f4d6a Added util function to allow us to capture client side logging, and utilize it in the invoice view to find out why the app is not working on site. Also, since everything depends so heavily on jQuery, added an internal error if jQuery fails to load.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@840 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-09-06 15:32:41 +00:00
abijah
2628edfbdd Merge in single site support for both the sandbox and a development box as well.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@839 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-09-06 04:32:55 +00:00