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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1be8df7a75
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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
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2010-03-30 16:02:43 +00:00 |
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abijah
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68e6dc2d20
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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
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2010-03-12 02:21:57 +00:00 |
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abijah
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2f2a4642fb
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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
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2010-03-12 02:02:42 +00:00 |
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abijah
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821ffc4726
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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
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2010-03-12 00:38:34 +00:00 |
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abijah
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83bfb8d32d
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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
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2010-03-02 03:10:54 +00:00 |
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abijah
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a3b376544c
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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
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2009-08-28 07:11:14 +00:00 |
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abijah
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24e208bf17
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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
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2009-08-23 00:38:18 +00:00 |
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abijah
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f545502162
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Changed how sidemenu links work, so that order of execution doesn't have to control ordering of the list.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@734 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-22 22:47:41 +00:00 |
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abijah
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daf9fe9391
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Added confirmation page, and more importantly date and comment settings, when reversing a charge.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@598 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-17 05:37:29 +00:00 |
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abijah
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26d9b1bc38
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Modified the charges list on the receipt page to have the query performed directly as part of returning the grid data, instead of an intermediary call to get the unreconciled entries first. This not only ensures consistent data, but is quicker, cleaner, and fixes the customer balance bug that seems to have been introduced as part of the change to how customer surplus is handled (although it could have been resolved using the old technique just as well).
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@570 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-15 23:04:57 +00:00 |
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abijah
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4f85dc243e
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Getting closer on the reversal issue. There is definitely more testing to do, and some tweaks as well, but this may be approximately what we will finally settle on.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@565 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-15 03:11:16 +00:00 |
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abijah
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d92acf12de
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Dropped the security level for viewing statement and ledger entries
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@555 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-14 21:01:25 +00:00 |
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abijah
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43d1d2ccf5
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Fixed bug with statement entry counts when statement_entry_id is set
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@554 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-14 21:00:21 +00:00 |
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abijah
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9c55a047a8
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Implemented very crude attempt at security privleges. This is not really intended to be security, just a quick and dirty mechanism to avoid prying eyes. More robust security is left to future implementation.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@538 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-11 18:22:21 +00:00 |
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abijah
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fc4e812d67
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More tweaking with grids that need to be reloaded immediately after page load. Fixed a bug with the statement_entry balance field, as there were two of them.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@534 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-11 15:56:40 +00:00 |
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abijah
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f82df229f2
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Modified the statement entries grid, as well as the underlying controller, to support a couple new fields, 'applied' and 'balance'.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@532 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-11 07:27:56 +00:00 |
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abijah
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1dd0b14861
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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@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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e784931fa8
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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@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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cca698d437
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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@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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cb969ba340
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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@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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094e15ddf9
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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@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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1afed6a6e0
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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@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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7d81b9766b
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Added ability to waive a partial charge.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@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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1aa6273ade
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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@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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f6ee56501d
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Got the collected reports working again. NSF hasn't been tested yet, because NSF entry is not yet working.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@402 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-28 16:08:15 +00:00 |
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abijah
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25b7da57f3
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Made progress adapting the receipt code onto the latest db changes.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@387 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 07:43:42 +00:00 |
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abijah
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c73016ecf2
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Fixed some minor display issues and tweaks to compensate for the new stats() algorithm. More are necessary, I'm sure.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@375 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 23:54:40 +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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7aa026f4e0
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Renamed jqGridData functions to be just gridData. Restructured the virtual function calls with an anticipated need for gridDataCount to be overridden as a whole, instead of just overriding the individual pieces.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@361 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-22 17:06:44 +00:00 |
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abijah
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93ebc450fe
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Making progress. Much still to do, but there are hints of functionality finally returning so I'm snapshotting.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@360 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-21 10:23:52 +00:00 |
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