Commit Graph

470 Commits

Author SHA1 Message Date
abijah
af935ffd39 Changed naming to match that on the lease page
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@542 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-12 23:16:36 +00:00
abijah
a15466df50 Fixed bug causing a $0.00 security deposit charge on the move-in invoice
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@541 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-12 23:16:17 +00:00
abijah
f9ff27cad4 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/site@540 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-12 09:37:49 +00:00
abijah
e33741f579 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/site@539 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 18:25:40 +00:00
abijah
6b3266f022 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/site@538 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 18:22:21 +00:00
abijah
b1dfe5bd50 Added ability to customize the action on grid links
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@537 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 17:30:12 +00:00
abijah
3696aa011c Removed the Signed column from the leases grid unless requested
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@536 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 17:04:21 +00:00
abijah
6e03664f28 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/site@534 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 15:56:40 +00:00
abijah
1b0d752a55 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/site@532 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 07:27:56 +00:00
abijah
9cac7f481e Finally have a (slightly kludgy) fix for keeping the 'collected' grid from being rendered before ready.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@531 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 07:24:52 +00:00
abijah
9fe55bd782 Fixed bug with display on the bank deposit page, caused by reusing a class name in the edit tender page.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@530 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 07:21:34 +00:00
abijah
f8cb1e2ef7 Added ability to rename columns on a case by case basis
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@529 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 07:15:04 +00:00
abijah
baa737e628 Changed invoice generation to match the receipt changes in r521 (no more debug, transition to the lease after entry, etc).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@525 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 01:08:39 +00:00
abijah
aa307150c8 Whitespace only change
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@524 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 01:07:20 +00:00
abijah
0727d5f091 Fixed problem when effective_date is an empty string, as opposed to completely missing.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@523 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 01:07:01 +00:00
abijah
aa65c18c39 Renamed the menu items for invoice and receipt creation.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@522 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-11 01:06:28 +00:00
abijah
666df07a7c Removed the debug portions of receipt entry, and added a checkbox to allow the user to either keep entering receipts, or have the page automatically transition to the customer page.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@521 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 23:57:20 +00:00
abijah
452deb981f Missed adding this file on the last checkin (r519)
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@520 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 22:24:23 +00:00
abijah
29f6d1a717 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/site@519 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 22:23:47 +00:00
abijah
025c3a555a Added automatic grid reload, since the default grid load is inconsistent with the displayed settings. The solution here sucks, but at least it avoids the inconsistency.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@518 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 22:22:56 +00:00
abijah
467387a581 Removed the two dangerous links from the Debug menu, as we're preparing to enter new data and don't want to zap it.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@517 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 19:20:29 +00:00
abijah
acb8fb44be 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/site@516 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 19:01:20 +00:00
abijah
fea21b3ea0 Added the close date to the leases grid, to make it clear which customer leases are still open. Perhaps we should exclude the field by default, and just add it into the customer view page.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@515 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 19:00:02 +00:00
abijah
3a248fc1b4 Added Bad Debt as one of the accounts for the collected report
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@514 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 18:58:41 +00:00
abijah
d49201211b 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/site@513 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 05:49:43 +00:00
abijah
4358732878 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/site@512 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 05:48:49 +00:00
abijah
fdcdc94bec Modified NSF to use positive amounts for the ledger entries (swapping credit/debit, of course). The statement entries remain using negative amounts, as they are negative disbursements.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@511 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 04:46:54 +00:00
abijah
9a3a24ca0c 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/site@510 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 01:27:12 +00:00
abijah
35f17ed1de 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/site@509 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-10 00:56:41 +00:00
abijah
bc95b31521 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/site@508 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-09 15:11:51 +00:00
abijah
bd26ec7218 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/site@507 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-08 16:37:12 +00:00
abijah
8df94e9c5f Implemented a single function to assess rent across all leases.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@506 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-08 16:09:49 +00:00
abijah
6f62d84818 Implemented mechanism for automatic assessment of monthly rent
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@505 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-08 15:44:52 +00:00
abijah
b02a504abb 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/site@504 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-08 04:27:02 +00:00
abijah
bba3af8163 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/site@503 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-07 22:52:01 +00:00
abijah
16f7de421f Minor tweaks, a shame for checkin r500 :-(
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@500 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-07 03:55:01 +00:00
abijah
c3e60a65c1 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/site@499 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-07 00:10:28 +00:00
abijah
f900853163 Added in internal error function, since the die() statements were hard to spot, and certainly not user friendly for the end user.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@498 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 20:17:02 +00:00
abijah
0de0c7d5d7 Fixed the button text for new customers
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@497 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 18:08:55 +00:00
abijah
a2aa612a5e 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/site@496 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 18:08:21 +00:00
abijah
b900e49f54 Added mechanism to do a full replacement of specified post parameters, instead of just merging.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@495 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 18:06:57 +00:00
abijah
ad4e194bf9 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/site@494 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 09:27:09 +00:00
abijah
a5e7366cac 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/site@493 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 05:11:58 +00:00
abijah
bd85ce9f51 Added ability to format currency without a dollar sign (i.e. in raw numerical format).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@492 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 05:04:34 +00:00
abijah
c58183c965 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/site@491 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-06 02:52:45 +00:00
abijah
adc901b7e7 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/site@490 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-05 07:54:57 +00:00
abijah
a84655bcb7 Modified to use toggle for 'this' debug pr block, instead of independent show/hide
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@489 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-05 02:59:09 +00:00
abijah
6a7a784cb6 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/site@488 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-05 01:00:09 +00:00
abijah
7c9637ae35 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/site@487 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-05 00:06:46 +00:00
abijah
5d934f756f 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/site@486 97e9348a-65ac-dc4b-aefc-98561f571b83
2009-08-04 23:25:31 +00:00