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286 Commits

Author SHA1 Message Date
abijah
da88975fed More work on tidying up the menu items for usability. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@735 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-23 00:02:53 +00:00
abijah
f545502162 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
 2009-08-22 22:47:41 +00:00
abijah
28086651e5 Removed the development function for fixing the ACH deposit items. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@618 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-18 07:17:21 +00:00
abijah
309512dde0 Added tooltips to the sitemap. At some point, we hope to incorporate a jquery plugin for nicer presentation, but this gets the basics. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@616 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-18 06:41:49 +00:00
abijah
d141f61055 Added a column to Tender that identifies the exact ledger entry which was used to deposit the tender. It was necessary due to the kludgy way that I've set ACH items to auto-deposit, which uses a ledger entry that has nothing to do with the transaction account. This would probably allow us to eliminate the deposit_transaction_id, but I'd like to break as little as possible at the moment. I'll come back and clean this up in the future. Also, fixed a stupid bug that was causing major database thrash whenever a transaction was entered without a customer id. I could have fixed the Customer::update() function, but it was designed to accept null so that we could update all the customers, something definitely useful while developing. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@609 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-17 23:55:51 +00:00
abijah
73c5a20158 Eliminated (at least temporarily) the single ledger entry view, redirecting to the double entry view instead. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@601 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-17 06:30:01 +00:00
abijah
7a331d5f4f Fixed bug when fetching data for editing a customer (the details function was deleted sometime back and might be worth putting back in). Also, added a tiny helper feature to update cached items while things are still somewhat unstable. Any time customer edit is clicked, the customer (and associated leases) will all be updated. This should allow an easy customer workaround in case there is a bug in the field. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@599 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-17 05:43:01 +00:00
abijah
daf9fe9391 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
 2009-08-17 05:37:29 +00:00
abijah
90ecbda541 Several minor changes including a couple minor bugfixes. 
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@592 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-17 02:15:02 +00:00
abijah
1429fe720b Added mechanism to lookup the NSF tender from the bounce transaction. 
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@584 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-16 19:00:45 +00:00
abijah
a9c3c40053 Bug fix for matching ledger entry to double entry 
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@572 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-16 00:49:21 +00:00
abijah
4125d7ba16 Quick and dirty hack to get double entries to show again. 
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@571 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-16 00:45:11 +00:00
abijah
26d9b1bc38 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
 2009-08-15 23:04:57 +00:00
abijah
4f85dc243e 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
 2009-08-15 03:11:16 +00:00
abijah
170ba466de Cleaned up several places regarding redirect and rendering during development for debug purposes. Also, added a link to the intended redirect target when we've rendered instead. These changes haven't been tested, hopefully they are benign. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@563 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-14 21:49:42 +00:00
abijah
d024d333d2 Moved the INTERNAL_ERROR calls to use the class function instead of the global one. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@561 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-14 21:21:21 +00:00
abijah
d92acf12de 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
 2009-08-14 21:01:25 +00:00
abijah
43d1d2ccf5 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
 2009-08-14 21:00:21 +00:00
abijah
c06399cf86 Added support for deleting (destroying) a transaction. This is strictly development/super-admin type functionality. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@553 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-14 20:58:50 +00:00
abijah
fc292e3366 Moved paid-through from the detail box, which is semi-static information, to the info box, which holds data that changes with time (i.e. the so called pertinent information). 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@549 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-13 22:09:27 +00:00
abijah
791b2d8ab1 Got rid of LATE as a unit status, as it did not represent an physical condition. The logic was moved to Lease, where it is a much better fit. The sitemap still presents LATE units, as it is a useful view, but the underlying logic is driven from Lease, not Unit. This checkin also includes a small feature change to how late charges are assessed, as well as a menu item to kick off the charge assessments (both accidentally wedged in to this changeset). 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@547 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-13 20:55:19 +00:00
abijah
a2014a916e Added cached fields for charged_through and paid_through dates of a lease. Also, added the ability to dynamically determine whether a unit is late or not. In reality, we really need this to be part of the lease, not one of the status types for unit. The sitemap, however, is driven from unit information, so it's not clear whether we should move that information or not. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@543 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-13 02:37:37 +00:00
abijah
1d27b4dcb5 Many bug fixes, found while entering real facility data. Most are quite minor, although there was a functionality change to assignCredits, to support concessions without assigning them to anything other than rent. I've found that there is a glaring problem with charge reversals, which don't work correctly with the collected report. Of course, we're deleting prior disbursements, which obviously needs to be rectified. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@540 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-12 09:37:49 +00:00
abijah
e74f8987d9 Made viewing the deposit slip the default action when viewing the list of deposit transactions. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@539 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-11 18:25:40 +00:00
abijah
9c55a047a8 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
 2009-08-11 18:22:21 +00:00
abijah
fc4e812d67 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
 2009-08-11 15:56:40 +00:00
abijah
f82df229f2 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
 2009-08-11 07:27:56 +00:00
abijah
b1a7f41934 Renamed the menu items for invoice and receipt creation. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@522 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-11 01:06:28 +00:00
abijah
e100c9a88f 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@519 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 22:23:47 +00:00
abijah
eb28852b87 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@516 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 19:01:20 +00:00
abijah
1f97e8db35 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@513 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 05:49:43 +00:00
abijah
76df8c924f 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@512 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 05:48:49 +00:00
abijah
cdb7d4b15c 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@510 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 01:27:12 +00:00
abijah
07a2be05f7 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@509 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 00:56:41 +00:00
abijah
fd1a1f43d4 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@508 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-09 15:11:51 +00:00
abijah
2e2147b238 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@507 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-08 16:37:12 +00:00
abijah
a0c00f1a35 Implemented a single function to assess rent across all leases. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@506 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-08 16:09:49 +00:00
abijah
868e23b982 Implemented mechanism for automatic assessment of monthly rent 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@505 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-08 15:44:52 +00:00
abijah
e6b0313523 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@504 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-08 04:27:02 +00:00
abijah
654eb0960e 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@503 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-07 22:52:01 +00:00
abijah
2e36d46329 Minor tweaks, a shame for checkin r500 :-( 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@500 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-07 03:55:01 +00:00
abijah
1dd0b14861 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
 2009-08-07 00:10:28 +00:00
abijah
8f7cf202e5 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@496 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-06 18:08:21 +00:00
abijah
f3eaa40ea5 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@494 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-06 09:27:09 +00:00
abijah
e784931fa8 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
 2009-08-06 05:11:58 +00:00
abijah
4d62d7da73 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@491 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-06 02:52:45 +00:00
abijah
cca698d437 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
 2009-08-05 07:54:57 +00:00
abijah
cb969ba340 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
 2009-08-05 01:00:09 +00:00
abijah
094e15ddf9 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
 2009-08-05 00:06:46 +00:00
abijah
670f0894ea 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@486 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-04 23:25:31 +00:00