abijah
|
9529431be2
|
Eliminated the unnecessary $A Account variable in the actual Account model (duh)
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@316 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-11 16:50:13 +00:00 |
|
abijah
|
b3ca719517
|
Forgot to check in the model as part of the last change set. Guess that's what happens when you're tired.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@310 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-11 15:37:17 +00:00 |
|
abijah
|
ece7ab25ae
|
Eliminated the need for the Invoice Account. I'm having a bit of a hard time believing that it works, since it sure seems like we needed the Invoice account for some reason. However, it's entirely possible that we really just had it for symmetry with Receipt (another account which we'd love to delete). It needs more testing, but it works good enough to check in.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@308 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-11 08:23:55 +00:00 |
|
abijah
|
860006ed38
|
Not terribly happy with the solution to the extra transactions problem noted on the last checkin (however, it does seem to be working). I simply keep a record of the split transaction id, pass it back to the caller, and expect it to be passed back in. Works for now, even if it isn't terribly elegant.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@307 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-11 08:10:23 +00:00 |
|
abijah
|
e067af589c
|
Moved invoice/receipt code into Account. It appears to be broken in that the receipt ledger_entries are all getting a uniqe transaction. I'll have to look at this tomorrow.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@306 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-11 07:26:17 +00:00 |
|
abijah
|
5a1fdedad0
|
Fixed the bank deposit, which was not reconciling the income received with the actual deposit. Thus, there was no way to determine when a particular check, for example, was actually deposited in the bank... the trail was broken. This seems to work. I would like to move some of the logic in Transaction to simply use the Account::postLedgerEntry function, but I'll not do it just yet... other fish and all.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@303 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-11 01:44:46 +00:00 |
|
abijah
|
ad17023570
|
Changed security deposits to be returned regardless of where second half of the ledger entry is
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@297 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-10 10:49:19 +00:00 |
|
abijah
|
90d990e0a5
|
Implemented bad debt write-off. This was tested about as well as the last checkin for security deposit utilization. Also, both of these need a redirect. I'm thinking redirect will have to be controlled dynamically, since we probably want to have them in a sequence of pages daisy changed at move out. Of course, we also will allow them each to be run on their own individually.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@295 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-10 10:06:56 +00:00 |
|
abijah
|
f2f389ee45
|
Stripped security deposits out of the Receipt page (and bad debt too). Added a dedicated security deposit utilization page. Works, I think, but my eyes are closing and it really needs fresh eyes again in the morning.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@293 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-10 09:28:29 +00:00 |
|
abijah
|
5877874e82
|
Check in the near completed implementation of security deposit utilization. It was on it's way to working well (although it only works for existing payment divs and there is not an obviously easy way for new payment divs to have the security deposit info as well). It feels like we've really gone overboard on the payment screen, pushing too much together. I'm going to strip some of this out on the next checkin, and create a dedicated security deposit utilization screen, perhaps just as part of move-out, or perhaps part of move-out and as an independent operation as well.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@292 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-10 07:25:55 +00:00 |
|
abijah
|
6e1eba03a0
|
Changed the list of payment types to be dynamically generated. This works OK, but the list is longer than is probably useful, and more importantly, some of these types need to be associated with a lease, such as a security deposit. Not sure how I'll handle that.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@289 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 09:20:04 +00:00 |
|
abijah
|
7a31f5cbd2
|
Removed monetary_source_type. It was redundant, and it's entirely unclear what purpose it ultimately would or could serve. Our use of different accounts for Check, Cash, etc likely obsoleted any intention we might have had for monetary_source_type
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@288 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 08:28:34 +00:00 |
|
abijah
|
112aa7cf59
|
Shouldn't check this garbage in, but I can't bring my self to revert it
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@287 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 07:50:44 +00:00 |
|
abijah
|
372578f171
|
Initial work to determine whether or not a lease has charge gaps, and when the lease has been charged through.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@286 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 07:22:38 +00:00 |
|
abijah
|
1afaede12a
|
Added ACH and Concession entry. Like everything else, I haven't tested too robustly, but it does seem to work. I might want to change the monetary source id for Concession. Right now each concession gets its own monetary source, but we could probably use a common one without issue.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@284 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 06:10:00 +00:00 |
|
abijah
|
5a4cfb0581
|
Since adding the MODEL_ALIAS condition to LedgerEntry (which only works for the Linkable Behavior), the read() ails when it tries to link models together. Setting recursive to -1 solves the problem (or at least, the symptom).
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@283 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 06:08:31 +00:00 |
|
abijah
|
80ddeeed6f
|
Implemented more around lease closings.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@278 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-09 02:57:43 +00:00 |
|
abijah
|
014fa0feb9
|
Modified effective dates to be part of the ledger entry, not the transaction. This is the logically correct way, as a transaction is simply a collection of entries which might be anywhere from completely aligned to totally disjoint from one another (more likely the former). As a practical example, consider a move-in invoice, with security deposit (effective immediately with no end date), a prorated rent (effective move-in day through the end of the first month), and first full months rent (effective beginning of next month through the end of next month). There is certainly more work to be done on this, and testing was minimal. It does seem to be functioning though, so I'm checking in.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@256 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-08 16:04:53 +00:00 |
|
abijah
|
3f275b127b
|
Implemented the balance field of Leases as part of a single query. This not only reduces the number of queries required, it also allows balance to be a sortable column, so that we can determine which customers are overdue.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@251 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-07 16:08:56 +00:00 |
|
abijah
|
b36d3117a3
|
Removed lingering debug prints
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@248 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-07 08:08:36 +00:00 |
|
abijah
|
06b8ff2ae9
|
Added a flag to accounts, indicating whether they can be used for charges and/or payments. Invoice has already switch to this mechanism, but we're keeping receipt the same for now since I have bigger fish to fry.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@247 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-07 07:52:41 +00:00 |
|
abijah
|
aab8a994c8
|
Modified to dynamically determine eligible charge accounts, instead of the two that were hardcoded.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@244 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-07 07:14:18 +00:00 |
|
abijah
|
d5d2d07894
|
Fixed invoice reconciliation. This was original modified from the receipt code, but we know that receipts and invoices are not mirror images in our current implementation. So, no surprise then that this was broken.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@242 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-07 04:34:18 +00:00 |
|
abijah
|
8491d81496
|
Moved the Invoice/Receipt logic into the transactions model. Adding an invoice will likely need to be tweaked to expect customer credits, and apply either automatically, or with user discretion.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@238 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-07 01:29:03 +00:00 |
|
abijah
|
240a16367b
|
Moved date formatting fully into the AppModel, automatically determining the necessary fields from the schema.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@233 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 22:23:40 +00:00 |
|
abijah
|
cd07f51ff9
|
First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@231 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 18:34:44 +00:00 |
|
abijah
|
cba8e16be7
|
Moved the contact save logic into the model and out of the controller.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@230 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 17:25:05 +00:00 |
|
abijah
|
fbeed43e61
|
Fixed comment block
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@229 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 16:59:13 +00:00 |
|
abijah
|
1d82e263ad
|
Changed the logic a little bit in the customer model saveCustomer function, such that we can provide a default customer name if otherwise unspecified. Changed the page titles to reflect Customer vs Contact, since they can easily have the same names.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@228 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 16:57:23 +00:00 |
|
abijah
|
aa12a1efa4
|
Moved the customer save logic into the model
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@227 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 15:45:49 +00:00 |
|
abijah
|
3e60f8d45e
|
Implemented ability to add a customer, and fixed the problem with flagging of the primary contact.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@220 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 03:01:28 +00:00 |
|
abijah
|
09cb297dc7
|
Implemented edit functionality for customer. Like with contacts, the interface leaves much to be desired, since it's limited in functionality. Namely, you can add a contact, but you can't add contact methods (phone/mail/email). Also, it doesn't use jqGrid to present the selection choices, and so the user is stuck with the fields we've chosen to display, as well as the sort order we've chosen. Enhancement is possible someday, but for now, it gets the job done.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@219 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-06 02:06:23 +00:00 |
|
abijah
|
6def9cbb02
|
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
|
2009-07-05 23:43:35 +00:00 |
|
abijah
|
b7e0ea8313
|
Moved the customer edit page to include address and email fields. This is largely all the work on the presentation side, now I just need to take the data and update the database.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@214 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-05 20:01:06 +00:00 |
|
abijah
|
dc850f4e8e
|
First shot at an actual working form to enter contact information. It only handles phone numbers at the moment, and it does NOT handle existing ones. It's a decent start though, and worth checking in. Next I'll have to handle existing phone numbers, and then addresses and emails. Of course, after that, I'll have to actually save everything to the database.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@209 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-05 15:01:18 +00:00 |
|
abijah
|
27503ac4f9
|
Got rid of the temporary function to determine unit status enums, and switched over to actually querying the database. Eliminated a legend entry for DELETED since no one should ever see a unit like that given that it should be, well, deleted. Modified the legend algorithm slightly to fix the number of rows instead of columns, since the placement algorithm works through the rows before moving to the next column.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@206 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-04 04:42:11 +00:00 |
|
abijah
|
d77dcfca75
|
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
|
2009-07-03 06:53:41 +00:00 |
|
abijah
|
504f1e7cc0
|
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
|
2009-07-02 20:00:50 +00:00 |
|
abijah
|
1ae1b6a4f3
|
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
|
2009-07-02 09:19:33 +00:00 |
|
abijah
|
8d87a0698c
|
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
|
2009-07-01 11:10:57 +00:00 |
|
abijah
|
44df78e69f
|
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
|
2009-07-01 08:17:31 +00:00 |
|
abijah
|
707c9a87ef
|
Merge in the bug fixes made to Linkable, as well as the better logging mechanism.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@194 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-30 18:11:40 +00:00 |
|
abijah
|
0558c35ebc
|
Merge in some desired changes from the statements_20090623 branch
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@193 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-30 18:09:17 +00:00 |
|
abijah
|
ce4fa4131a
|
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
|
2009-06-24 00:33:39 +00:00 |
|
abijah
|
80f8bd36d5
|
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
|
2009-06-23 19:04:41 +00:00 |
|
abijah
|
20b8908a00
|
Experiment to group ledger entries by their transaction ID instead of their entry ID.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@177 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-22 19:03:08 +00:00 |
|
abijah
|
b780ebeb3e
|
Added stats summary to the top level for lease. For consistency, I want all stats to be summarized at the top.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@175 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-22 17:55:32 +00:00 |
|
abijah
|
dc6e399fea
|
Got rid of the custom paging functions, since it's no longer used, and added a function to convert dates into SQL format. Added a beforeSave callout to Transaction to convert the date before saving.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@171 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-19 16:21:16 +00:00 |
|
abijah
|
1508f963d3
|
Fixed a bug that was leaving unreconciled entries in the list of reconciled entries.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@170 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-19 16:19:18 +00:00 |
|
abijah
|
3e5ac64108
|
Although I'm not too happy with the modifications, I do have a working version that minimizes the columns need to display ledger entries. The logic feels screwy to me, but I've beat my head on it long enough. I'll move on to something else and come back to it when my head clears.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@166 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-06-18 03:57:43 +00:00 |
|