abijah
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666df07a7c
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Removed the debug portions of receipt entry, and added a checkbox to allow the user to either keep entering receipts, or have the page automatically transition to the customer page.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@521 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 23:57:20 +00:00 |
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abijah
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452deb981f
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Missed adding this file on the last checkin (r519)
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@520 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 22:24:23 +00:00 |
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abijah
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29f6d1a717
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Added the ability to edit a tender. I've locked this down to just editing the data1-4 fields at the moment, since there are accounting ramifications if we were to change the tender type.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@519 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 22:23:47 +00:00 |
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abijah
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025c3a555a
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Added automatic grid reload, since the default grid load is inconsistent with the displayed settings. The solution here sucks, but at least it avoids the inconsistency.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@518 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 22:22:56 +00:00 |
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abijah
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467387a581
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Removed the two dangerous links from the Debug menu, as we're preparing to enter new data and don't want to zap it.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@517 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 19:20:29 +00:00 |
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abijah
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acb8fb44be
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Added the ability to accept payments (or a write-off) on a closed lease, if there is a balance owing. Added the ability to do write off bad debt at the customer level, since some charges may not be on a lease, like the NSF fee.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@516 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 19:01:20 +00:00 |
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abijah
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fea21b3ea0
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Added the close date to the leases grid, to make it clear which customer leases are still open. Perhaps we should exclude the field by default, and just add it into the customer view page.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@515 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 19:00:02 +00:00 |
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abijah
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3a248fc1b4
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Added Bad Debt as one of the accounts for the collected report
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@514 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 18:58:41 +00:00 |
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abijah
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d49201211b
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Added confirmation to the NSF functionality, as well as a timestamp field instead of forcing time=now.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@513 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 05:49:43 +00:00 |
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abijah
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4358732878
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Changed the Deposits menu item to be at the top level, instead of underneath the Accounts menu.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@512 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 05:48:49 +00:00 |
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abijah
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fdcdc94bec
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Modified NSF to use positive amounts for the ledger entries (swapping credit/debit, of course). The statement entries remain using negative amounts, as they are negative disbursements.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@511 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 04:46:54 +00:00 |
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abijah
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9a3a24ca0c
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Preventing moved-out leases in sitelink data from being closed, since the security deposit hasn't been released. Added a temporary function to release the deposit, so I can manually release and close the few leases needed.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@510 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 01:27:12 +00:00 |
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abijah
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35f17ed1de
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Added customer since/until fields. Changed the ledger entry grid on the customers page into a receipts grid, and added it to the lease page as well, even though it is for the customer in general, and may include receipts for leases other than the one being viewed. I may put more effort into this later, but for now it solves the problem of getting the receipt tenders visible when viewing the lease.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@509 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-10 00:56:41 +00:00 |
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abijah
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bc95b31521
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Added transaction model writeOff function, and a new statement_entry WRITEOFF type. Not a big deal, but it makes presentation a bit more straightforward.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@508 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-09 15:11:51 +00:00 |
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abijah
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bd26ec7218
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Added mechanism to automatically assess late fees. This uses hardcoded assumptions, since our late fee table has not yet been implemented.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@507 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-08 16:37:12 +00:00 |
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abijah
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8df94e9c5f
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Implemented a single function to assess rent across all leases.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@506 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-08 16:09:49 +00:00 |
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abijah
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6f62d84818
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Implemented mechanism for automatic assessment of monthly rent
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@505 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-08 15:44:52 +00:00 |
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abijah
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b02a504abb
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Add refund capability to the customer, and in fact only the customer, as we've revoked refund capability from the lease. This is to help work through various issues surrounding use of security deposits and general refund functionality. For example, a customer who has overpayed (customer surplus, with zero balance on lease), and then moves out. Where that security deposit surplus goes has been a bit of a thorn. Hopefully, this resolves the issue, although there may still be some bugs to flush out.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@504 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-08 04:27:02 +00:00 |
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abijah
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bba3af8163
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Some of the finer detail work, mostly around pre-populating the move-in invoice with useful and correct data, and allowing the lease rent and deposit to be set at movein.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@503 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 22:52:01 +00:00 |
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abijah
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16f7de421f
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Minor tweaks, a shame for checkin r500 :-(
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@500 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 03:55:01 +00:00 |
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abijah
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c3e60a65c1
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More work with security deposits, reversals, and balances. I've tried to work many different corner cases, but know that not everything has been tested. I think the next steps for testing will be to put in some real data.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@499 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 00:10:28 +00:00 |
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abijah
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f900853163
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Added in internal error function, since the die() statements were hard to spot, and certainly not user friendly for the end user.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@498 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 20:17:02 +00:00 |
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abijah
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0de0c7d5d7
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Fixed the button text for new customers
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@497 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:55 +00:00 |
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abijah
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a2aa612a5e
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Fixed the customer selection update for receipts, and added a mechanism to automatically update the oustanding charges grid after entering the receipt.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@496 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:21 +00:00 |
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abijah
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b900e49f54
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Added mechanism to do a full replacement of specified post parameters, instead of just merging.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@495 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:06:57 +00:00 |
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abijah
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ad4e194bf9
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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/site@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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a5e7366cac
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Implemented refund, at least for the most part. Minor testing, but looks promising. Because of this change the customer account entries grid appears odd, with a refunds showing up as a 'Charge'. So, I'm toying with the idea of having entries show up as customer 'Debits' and 'Credits'. I don't know if this will cause user confusion, but we'll play with it for a while and see. It actually reminds me a bit (coming full circle) of the earliest implementations, which kept track of a lease on its own account/ledger, in which credit/debit would be the exact correct terms.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@493 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 05:11:58 +00:00 |
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abijah
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bd85ce9f51
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Added ability to format currency without a dollar sign (i.e. in raw numerical format).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@492 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 05:04:34 +00:00 |
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abijah
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c58183c965
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More work on refund. I'm going to skip the whole voucher/credit_note bit and simply present a page that lets the user enter a date, an account, and the amount to refund, recording 1 payment transaction.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@491 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 02:52:45 +00:00 |
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abijah
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adc901b7e7
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Several changes in an effort to support charge reversals. I can't imagine this is all working flawlessly, as I'm not quite sure how it even _should_ work.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@490 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 07:54:57 +00:00 |
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abijah
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a84655bcb7
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Modified to use toggle for 'this' debug pr block, instead of independent show/hide
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@489 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 02:59:09 +00:00 |
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abijah
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6a7a784cb6
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Discovered that the use of the term 'Payment' has been a misnomer. A company uses the term payment to indicate the monies it pays to _others_. Changing this leaves us without a good replacement term, but disbursement really seems to fit the bill. As comfortable as the term payment was, it was odd in many respects and disbursement does seem more appropriate. I'm sure there are several lingering bugs from this massive search/replace exercise, but this is a decent baseline for the change.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@488 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 01:00:09 +00:00 |
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abijah
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7c9637ae35
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Added a more descriptive fieldname for statement entry views. Instead of Transaction, it will be Receipt, Invoice, Deposit, etc.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@487 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 00:06:46 +00:00 |
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abijah
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5d934f756f
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Brought the bad debt write-off functionality up to date. I'm not entirely convinced that calling it a receipt is such a good idea, but bad debt is certainly a non-normal case, and we can work on this later if need be.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@486 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 23:25:31 +00:00 |
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abijah
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6904320e4e
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Modified lease and customer views to have the statement & ledger entries sorted in descending date order by default. May not prefer this in the end, but we'll give it a go for a while.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@485 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:12:32 +00:00 |
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abijah
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17297beb65
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Undid the change from r401, since it wasn't being used and was interferring with the specification of sort_column. If we really want that functionality, we can add it in when needed and come up with a more general solution for view specific sorting as well.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@484 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:09:18 +00:00 |
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abijah
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e0ea50d142
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Fixed bug when marking NSF of a tender that has only been used as a surplus and never applied to any charges. Modified the applyCredits algorithm to try and distinguish between surplus credits of a lease and general customer surplus. I don't know if it works completely, but I do know it creates an issue since a lease surplus can now never be utilized without additional lease charges, a refund (no yet implemented), or moving the surplus to the customer level (not intended to be implemented).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@483 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 21:19:20 +00:00 |
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abijah
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81b5bfed26
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Made the link clearer that we'll only be waiving the balance of a charge, not the entire charge.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@482 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 20:26:33 +00:00 |
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abijah
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2ddcdf9419
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Even with all the effort put into getting the counts right on the customers grid, it still didn't work right. The root of the problem is the join to CurrentLease, which can result in multiple rows for the same customer. I can revisit this in the future to put some clever solution back in, but in the meantime, it was easiest just to add fields to the customers table, and simply update it whenever the customer lease situation changes. I don't like it... but it just made life much simpler.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@481 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 19:25:39 +00:00 |
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abijah
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e0d15b7396
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More work cleaning up and testing the use of charge waivers, as well as security deposit utilizations. Much of this was just around the concept of determining balances, which wasn't / isn't very straightforward. It's not hard to calculate a balance for a particular sitation, but it is difficult to generalize. I think it's reasonable as it now stands, but the StatementEntry::stats algorithm is certainly subject to change. Also, I didn't double check every case which called the stats() function, so I highly suspect we'll find cases where the code is not expecting the new return values, either symantically or logically.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@480 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 03:12:09 +00:00 |
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abijah
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aa846de284
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Continued waiver progress. At the moment, it works ok, but I don't like the way that security deposit balances work. It's probably a general issue, not just security deposits, but it's not clear whether stats from StatementEntry should be subtracting waiver totals from the overall charge reconciliation total. It should in some cases, and not in others. I'll tweak on it in later checkins.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@479 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:50:21 +00:00 |
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abijah
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09e650d841
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Fixed minor bug that was causing the string 'undefined' to be used as the payment index.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@478 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:47:24 +00:00 |
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abijah
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61e9dad364
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Fixed cut/paste error causing invalid customer security deposit balance.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@477 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:44:36 +00:00 |
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abijah
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91f5ad7660
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Added HR to keep the boundary between two pr blocks clear even when the output is collapsed and the stack trace is not.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@476 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 20:17:14 +00:00 |
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abijah
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14d896d1b3
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Added ability to log items without showing the output. I doubt the mechanism works perfectly in all cases, but it works enough for now and I can tweak it as needed.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@475 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 20:13:48 +00:00 |
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abijah
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d2795e8201
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Added the ability to suppress logging at display time. I'd like to add an additional log level, the first which passes or suppresses the print, and the second which defaultly displays or hides the output. Perhaps next checkin.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@474 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 19:41:49 +00:00 |
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abijah
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df91125e96
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Added stack tracing to each model::pr print
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@473 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 18:38:35 +00:00 |
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abijah
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7fda78f820
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Added ability to waive a partial charge.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@472 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 04:14:44 +00:00 |
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abijah
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a59d93ebee
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First pass at a charge waiver implementation. It hasn't been tested but for a tiny bit.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@471 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 03:46:58 +00:00 |
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abijah
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fe66241ca1
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Work around for the fact that our implementation has issues with receipts of more than one tender. See the branch statement_ledger_entry_tie_20090802 for more information.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@470 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 03:45:51 +00:00 |
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