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ab51fd32d268648108e79dd67ea7aedd07d790b4
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70 Commits

Author SHA1 Message Date
abijah
ab51fd32d2 Added a balance column to customer. Like lease, since it's based on additional queries for stats, it's not sortable. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@176 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 17:58:13 +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
2b8a525718 Checking in completely non-working code, as I'm just trying to get a full checkin before the weekend. I cannot yet seem to get the Reconcilation entries to save. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@172 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-19 16:22:28 +00:00
abijah
febd216810 Added a ledger listing to the Lease view page, which was otherwise quite empty. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@168 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 04:19:17 +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
abijah
a2ae522b2d Further progress on payment entries. There is an outstanding charges grid, but it doesn't have amounts due to the way I designed the ledger_entries element. I'll do a bit of rework on that next. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@163 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 00:49:40 +00:00
abijah
2e67695154 Added routines to reconcile a new ledger entry against unreconciled entries. I haven't tested it robustly, but it seems to work on the surface at least. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@161 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 18:40:39 +00:00
abijah
416e230da8 Getting the receipt/payment data in order, getting ready to save (or at least experiment with save. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@157 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 07:38:39 +00:00
abijah
001b156333 More progress on posting payments. Customer selection now works as well as the date picker. At this point, we need to figure out how to insert this data into the database. Of course, significant cleanup is still required, as is beautification. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@155 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 05:17:59 +00:00
abijah
fae90c3fa9 Added initial support for ledger entry reconciliation (e.g. matching payments to charges). 
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
0270e5ea89 Yet another place where Ledger.name was being used. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@147 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 08:38:31 +00:00
abijah
fe7d7c6b0f Removed another instance of using Ledger.name 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@145 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 04:48:17 +00:00
abijah
388dbc0540 Added accounts to the ledger entry grids, since it's tough to figure out what's going on without them. This exposed a problem with the controller name automatically being determined in the Links function, so it now looks for an optional controller parameter. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@141 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 23:22:38 +00:00
abijah
1495bb3373 Added monetary source into the ledger entry lists. This may be more information than is needed on the listing, but I'll take it out later if so. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@139 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:52:38 +00:00
abijah
eaea52a862 Added an element for monetary_sources. Not sure if it will get used, but it was easy enough to do. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@138 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:45:07 +00:00
abijah
271207629b Moved map listings to jqGrid, and fixed cut/paste error in the comments of the transactions controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@137 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:34:35 +00:00
abijah
edca01f98c 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@136 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:24:42 +00:00
abijah
543e2daa43 Moved the ledger_entries controller/view to jqGrid. 
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
3911b3303f Removed the useless pagination code from ledger_entries 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@133 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:46:05 +00:00
abijah
d859cb4dee Changed account to split the table requests into two parts. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@132 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:31:21 +00:00
abijah
39071b39fb Moved ledgers over the jqGrid. Working reasonably well at the moment. 
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
3dcdcb03eb Updated accounts to use jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@130 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 04:15:55 +00:00
abijah
1890a0490e Added mechanism to easily create links in the listing grids. I'm not very keen on how it works, but it's good enough for the moment, unless/until I figure out how to push this to the view. If it should stay in the controller, I'm sure a more sophisticated mechanism will be required. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@128 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 02:50:21 +00:00
abijah
015e6b082d Fixed a bug in which jqGrid would fetch data from the current controller, not the controller responsible for populating the data. Added the ability to fetch data based strictly off of an ID list, which is useful for lists that are embedded in other pages, where the list conditions are entirely foreign to the controller responsible for providing the data. To assist with this one jqGrid virtual function needed the model added as a parameter, so I added it to them all and modified the jqGrid functions in the existing derived controllers. Right now the elements (such as contacts.ctp, the only working one) receive a full list of data to populate themselves. I could have simply taken this and passed it directly to jqGrid, with no need for further server interaction. However, this could result in some very large lists, and although pagination will ensure the user is not overwhelmed, the connection or the browser could be. Unless we have a strong performance need, I'll keep it this way. In the meantime, I'll leave the underlying data available to each element, in case I have to switch over. When all is proven out, I can simplify all the queries such that the extra data is never requested in the first place. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@122 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 22:05:44 +00:00
abijah
404323c6c1 Moved contacts onto jqgrid. Added 'name' and 'longname' formats. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@120 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 20:24:36 +00:00
abijah
d5dbabd94a Fixed trivial spelling error in one comment block 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@119 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 20:12:52 +00:00
abijah
c90830d41a Made the app controller include the action by default. Added virtual callouts for data order and limit. Changed fields to use formatting, including a custom format for currency and id. Added a function for auto conversion from PHP variables to javascript. Fixed some minor bugs in the controllers already converted to jqGrid. Moved leases onto jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@118 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 19:50:09 +00:00
abijah
f6ca79d1a9 Moved units onto jqGrid. Also generalized the jqGridSetup (now jqGridView) function and moved it into the app controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@117 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 05:33:30 +00:00
abijah
90a16c721e Split the jqGrid code out a bit further, giving the application controller full responsibility for handling the jqGrid requests. Virtual functions have been added to allow a derived controller to customize this action as needed. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@111 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 00:53:08 +00:00
abijah
0278c77610 Things are finally working fairly well for the customers grid (although I've not yet taken any speed issues into account). I removed the index.ctp file, since it was largely useless and I figured out how to render directly to the element. I also moved most of the jqGrid XML code into the application controller, since it will be reused by most of our controllers. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@108 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 20:46:17 +00:00
abijah
c5bd8b4b16 Another attempt to get the customer table working. Cake's query mechanism is really torquing me, it never seems to be able to do what I need (perhaps because they've generalized it to work with so many SQL engines. I'm just going to pull unit information out all together, and I can add it back in another day if needed. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@106 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 15:52:09 +00:00
abijah
a49b86898e Check in aother snapshot, since I can now pass complex structures from the view back to the jqGrid data provider 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@105 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 07:22:38 +00:00
abijah
2f91dd456a Added jqGrid 3.4.4 and started the work to upgrade our table to use it. The work is by no means done, but it is at leasting working to some degree. I have some customer changes in mind and want to switch gears, so I'm checking in. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@103 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 03:51:29 +00:00
abijah
c80c66d958 FIrst pass implementation to accept payments. Nowhere near complete, but things are working relatively well, and I have a plethora of different attempts saved in comment blocks. I really want to clean up though, so I'm snapshotting it. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@99 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-12 01:49:24 +00:00
abijah
a2fa71038a Due to an apparent bug in the core View class, raw images were not being generated with the inclusion of the DebugToolkit. This checkin does NOT fix the problem, but it does include some debug mechanisms that I have continued to need from time to time. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@98 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-11 02:38:54 +00:00
abijah
3d89da7a61 Added a monetary_sources controller/view. Don't know if we'll really want this, since it might just make the most sense to embed its actions within ledger entry. We'll keep it for now. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@94 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 21:24:05 +00:00
abijah
18b928411b Added the Containable behavior back into the AppModel, since it's obviously getting used in every controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@91 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 21:09:23 +00:00
abijah
fb48baf575 Fixed problem with units that are vacant, and thus have no current lease. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@87 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 09:10:09 +00:00
abijah
d60c9721ca Added in security deposit information to the lease view 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@86 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 08:58:43 +00:00
abijah
f8eb45a0b9 Added lease and ledger_entry controllers/views. Minor bugfixes as well. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@85 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 08:53:22 +00:00
abijah
55b896a9f0 Primarly a cleanup checkin, although a couple minor bugfixes were included as well. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@82 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 05:14:08 +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. 
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
bb5b563738 Removed the .bak files, since everything has now been snapshotted. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@72 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-06 20:23:54 +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. 
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
abijah
e1671a9fca Additional work on generating ledger information. I've been reading up on accounting basics though, and I feel I'm just not going in the right direction. I'm checking this in, since it works somewhat, and will probably try to head in a different direction. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@66 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-04 01:54:15 +00:00
abijah
e586268dee Added a couple helpers, including Html, to our app controller and removed Html from each individual controller 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@65 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-03 22:33:03 +00:00
abijah
b6ec85205d Added the payments controller and views. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@63 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 08:15:51 +00:00
abijah
b6a0809350 Added the charges controller and views. Fixed a couple minor bugs found with receipts. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@62 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 08:05:53 +00:00
abijah
ef180e7dda Added a receipt controller to verify receipt data 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@60 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 07:24:51 +00:00
abijah
e65db5c759 Rolled back the last changes, which were checked in for documentation only. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526@57 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 06:28:56 +00:00