abijah
63de30d392
Modified the filtering behavior; A filter specified as 'Table.field' results in the obvious split (Table, field); 'Table' results in (Table, id); 'field' results in (ModelTable, field). Fixed a bug in the app controller which was allowing 'fields' to leak into the top level of 'link'
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git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@430 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-30 19:45:19 +00:00
abijah
55c5c9e9e6
Got the ledger closings to work again. This seems to work ok, although I notice closing the ledger after deposit results in a balance forward entry of $0.00 . I'll work on it next
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git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@421 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-30 01:59:10 +00:00
abijah
708759765f
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).
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git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@371 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-23 16:53:33 +00:00
abijah
234999b4d2
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.
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git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@368 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-23 01:49:46 +00:00
abijah
c002f3f3ba
Another snapshot
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git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@356 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-20 23:35:11 +00:00
abijah
4b43433d2d
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.
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git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@304 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-11 01:52:32 +00:00
abijah
aca9d13a7d
Moved all grid elements onto the grid helper. Basic testing done, but more testing needs to be done.
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git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@262 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-08 20:40:44 +00:00
abijah
591e1db81d
Fixed a bug when viewing ledgers (related to the Close change), removed some debug code, added titles to the deposit pages, and fixed a bug with creating new transactions and/or balance transfers for a deposit when there is nothing to deposit.
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git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@201 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-07-02 09:33:42 +00:00
abijah
fae90c3fa9
Added initial support for ledger entry reconciliation (e.g. matching payments to charges).
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@152 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-16 21:40:46 +00:00
abijah
8b067bf676
Eliminated use of ledger name, since a ledger is just one of the books that make up an account. There is no reason to identify a ledger by a name other than the account name.
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@142 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-16 02:18:05 +00:00
abijah
23f4a29fc7
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.
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@135 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 21:01:22 +00:00
abijah
543e2daa43
Moved the ledger_entries controller/view to jqGrid.
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Changed the app controller jqGrid virtual functions for getting the tables for both count and the full query. The ExtraTables bit was too confusing, and was only intended to allow the user to specify a subset for count and augment it for full query. This is easily accomplished by having DataTables just call DataCountTables first... one line solution ends the confusion.
Modified linkable behavior to support a %{MODEL_ALIAS} tag, which is replaced in the relationship conditions at runtime with the actual model alias. This is experimental at best, and certainly will create a problem for any model that ends up using the conditions in 'contain' instead of 'link'.
Broke the LedgerEntry->findInLedgerContext function out into multiple pieces, so those same pieces could be used in the LedgerEntries controller to populate jqGrid.
Changed the ledger_entries element, as a special case, to also allow listing control from ledger_id and account_type, instead of idlist as a mechanism for populating the grid.
Changed the infobox summary css, which will break several pages until I rework them.
Some next steps include fixing the broken infoboxes, and changing the transactions view to use the ledger_entries element. This also means the ledger_entries element will need to add support for idlist, or if we have any credit/debit issues, perhaps another custom transaction_id instead.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@134 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 19:41:20 +00:00
abijah
39071b39fb
Moved ledgers over the jqGrid. Working reasonably well at the moment.
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@131 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-15 06:22:38 +00:00
abijah
9f8d4fa9b2
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.
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@81 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-10 02:41:23 +00:00
abijah
374843aeee
Finally added a format helper, which has been long intended. There may be still be conversion issues, it hasn't been tested much.
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@77 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-08 03:32:07 +00:00
abijah
f3ffa3c079
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.
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git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@71 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-06-06 20:18:56 +00:00
