Commit Graph

19 Commits

Author SHA1 Message Date
abijah
4a94fc3798 More tweaking to all of the grid displays. This was mostly visual, but includes some bug fixes as well (such as a manual filter override in the ledger_entries controller).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@371 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-23 16:53:33 +00:00
abijah
25bc1607cc 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/site@368 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-23 01:49:46 +00:00
abijah
fa17e319e0 Fixed a bug causing leder_entry lists to only list one item from each transaction (although the numbers were right, the other ledger_entry fields were not). This was due to the changes I made to ledger_entries.ctp when moving everything to the Grid Helper. Prior to that, the default was to group by transactions, unless notxgroup was defined. Since it was experimental, it was hardcoded to false in the ledger_entries element, so there was no problem. After Grid Helper, it was inadvertantly deleted, hence the bug. I changed the default to be NOT to group by transaction, and also invalidate the ledger_entry fields when we do group that way. So, this bug should be put mostly to rest, although I don't like converting the ledger_entry list into a simple transaction list (we do have another element for that after all). Oh well, works for now.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@304 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-11 01:52:32 +00:00
abijah
4d123b63f0 Moved all grid elements onto the grid helper. Basic testing done, but more testing needs to be done.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@262 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-08 20:40:44 +00:00
abijah
abd166cb98 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/site@256 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-08 16:04:53 +00:00
abijah
009ea6b44d 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/site@181 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-23 19:04:41 +00:00
abijah
de93c7545b 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/site@177 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-22 19:03:08 +00:00
abijah
d06f34de9a Modified Transaction view to use jqGrid for entries. Also fixed a bug in the ledger entries element, since there is no way for credit/debit to be populated without a ledger_id, it makes sense to base the column displays on the presence of ledger_id.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@167 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-18 04:07:52 +00:00
abijah
af32d88605 Moved transaction listings to jqGrid, and fixed a bug in the jqGrid element wrt. comment columns
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@136 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 21:24:42 +00:00
abijah
c9c06a9fb4 Updated all the view.ctp files to use the new style infobox. I should probably create an element for it, but I'll hold off for now.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@135 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 21:01:22 +00:00
abijah
970b2ad202 Added lease and ledger_entry controllers/views. Minor bugfixes as well.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@85 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-10 08:53:22 +00:00
abijah
e0d9edc4a8 Primarly a cleanup checkin, although a couple minor bugfixes were included as well.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@82 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-10 05:14:08 +00:00
abijah
ffd1b64580 Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@81 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-10 02:41:23 +00:00
abijah
f08884f326 Finally added a format helper, which has been long intended. There may be still be conversion issues, it hasn't been tested much.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@77 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-08 03:32:07 +00:00
abijah
677458e942 I'm still in the middle of moving onto a ledger based system. However, I'm am now changing how transactions and entries relate back to the customer. I'll be using a ledger for each lease (for rent, late charges, security deposits, etc), and a ledger for each customer (for POS, non-specific deposits such as reservations or covering mulitple units, bad debt writeoff, and possibly customer credits, when not obviously lease specific). This coming change might not be in the right direction, so I want to capture the work as is right now. This change set is not fully functional. Many operations do work, but there are obviously transaction problems with units and customers.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@71 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-06 20:18:56 +00:00
abijah
d268b6fe7e Moved the contact info into the contacts controller.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@20 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 07:12:32 +00:00
abijah
e9b31d964c Added Lease History and security deposit tracking.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@19 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 07:05:05 +00:00
abijah
47d362750e Added phone and address models as well as outputing them to the view.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@16 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 06:31:07 +00:00
abijah
47af64aefe Very, very early snapshot. Some models are working, and I have a controller for testing. Everything is subject to change. I _do_ have a working tenant ledger though, so it's worth a snapshot.
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@15 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-05-28 05:49:03 +00:00