abijah
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af935ffd39
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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
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2009-08-12 23:16:36 +00:00 |
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abijah
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a15466df50
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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
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2009-08-12 23:16:17 +00:00 |
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abijah
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f9ff27cad4
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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
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2009-08-12 09:37:49 +00:00 |
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abijah
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3696aa011c
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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
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2009-08-11 17:04:21 +00:00 |
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abijah
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6e03664f28
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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
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2009-08-11 15:56:40 +00:00 |
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abijah
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1b0d752a55
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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
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2009-08-11 07:27:56 +00:00 |
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abijah
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9cac7f481e
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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
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2009-08-11 07:24:52 +00:00 |
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abijah
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9fe55bd782
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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
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2009-08-11 07:21:34 +00:00 |
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abijah
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f8cb1e2ef7
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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
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2009-08-11 07:15:04 +00:00 |
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abijah
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baa737e628
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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
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2009-08-11 01:08:39 +00:00 |
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abijah
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aa307150c8
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Whitespace only change
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@524 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-11 01:07:20 +00:00 |
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abijah
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666df07a7c
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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
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2009-08-10 23:57:20 +00:00 |
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abijah
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452deb981f
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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
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2009-08-10 22:24:23 +00:00 |
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abijah
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025c3a555a
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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
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2009-08-10 22:22:56 +00:00 |
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abijah
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fea21b3ea0
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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
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2009-08-10 19:00:02 +00:00 |
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abijah
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d49201211b
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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
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2009-08-10 05:49:43 +00:00 |
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abijah
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35f17ed1de
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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
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2009-08-10 00:56:41 +00:00 |
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abijah
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b02a504abb
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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
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2009-08-08 04:27:02 +00:00 |
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abijah
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bba3af8163
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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
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2009-08-07 22:52:01 +00:00 |
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abijah
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16f7de421f
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Minor tweaks, a shame for checkin r500 :-(
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@500 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-07 03:55:01 +00:00 |
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abijah
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c3e60a65c1
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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
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2009-08-07 00:10:28 +00:00 |
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abijah
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0de0c7d5d7
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Fixed the button text for new customers
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@497 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:55 +00:00 |
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abijah
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a2aa612a5e
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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
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2009-08-06 18:08:21 +00:00 |
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abijah
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ad4e194bf9
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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
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2009-08-06 09:27:09 +00:00 |
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abijah
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a5e7366cac
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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
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2009-08-06 05:11:58 +00:00 |
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abijah
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bd85ce9f51
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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
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2009-08-06 05:04:34 +00:00 |
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abijah
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adc901b7e7
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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
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2009-08-05 07:54:57 +00:00 |
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abijah
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6a7a784cb6
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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
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2009-08-05 01:00:09 +00:00 |
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abijah
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7c9637ae35
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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
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2009-08-05 00:06:46 +00:00 |
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abijah
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5d934f756f
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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
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2009-08-04 23:25:31 +00:00 |
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abijah
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6904320e4e
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Modified lease and customer views to have the statement & ledger entries sorted in descending date order by default. May not prefer this in the end, but we'll give it a go for a while.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@485 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:12:32 +00:00 |
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abijah
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17297beb65
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Undid the change from r401, since it wasn't being used and was interferring with the specification of sort_column. If we really want that functionality, we can add it in when needed and come up with a more general solution for view specific sorting as well.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@484 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:09:18 +00:00 |
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abijah
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2ddcdf9419
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Even with all the effort put into getting the counts right on the customers grid, it still didn't work right. The root of the problem is the join to CurrentLease, which can result in multiple rows for the same customer. I can revisit this in the future to put some clever solution back in, but in the meantime, it was easiest just to add fields to the customers table, and simply update it whenever the customer lease situation changes. I don't like it... but it just made life much simpler.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@481 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 19:25:39 +00:00 |
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abijah
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09e650d841
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Fixed minor bug that was causing the string 'undefined' to be used as the payment index.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@478 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:47:24 +00:00 |
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abijah
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fe66241ca1
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Work around for the fact that our implementation has issues with receipts of more than one tender. See the branch statement_ledger_entry_tie_20090802 for more information.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@470 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 03:45:51 +00:00 |
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abijah
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1c2c2b457c
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More work on handling security deposit utilizations. This is headed in the right direction, but unfortunately, there is a problem if the security deposits have not been paid. I could just ignore it, because it's a low priority problem, but I think the solution might be to just provide a waiver on the unpaid charges. Since I need to implement fee waivers anyway, I'll just move onto that next, and then finish out the security deposit work.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@463 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 21:11:00 +00:00 |
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abijah
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8f79f0401f
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Added a way to associate the meaningful part of NSF with the corresponding tender.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@456 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 18:10:48 +00:00 |
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abijah
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33a677431f
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Some cleanup from the last checkin
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@452 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 16:48:27 +00:00 |
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abijah
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9bd37ba282
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Added the ability to perform partial deposits. After this checkin, I'll clean up some of the commented out sections of things that we're attempted to get this all working.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@451 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 16:41:56 +00:00 |
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abijah
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3c390d940f
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Modified how NSF customer surplus items are handled. Instead of creating a negative surplus (which was dumb, but a decent first pass), we just void out the surplus. This drops the surplus off the radar, and in fact may cause confusion since the transaction no longer has enough statement entries to total up correctly. However, it doesn't appear too confusing, especially as tender item names are now decorated with strikethrough when they're NSF (the previous checkin).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@444 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:40:16 +00:00 |
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abijah
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237b0a901f
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Shrunk the comment column in half, since it's usually empty. All we really need is an easy way to spot that there is a comment, and the user can hover or widen the column as needed.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@442 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:35:45 +00:00 |
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abijah
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393d9c9d77
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Removed the Tender column from grids where the account does not support payments and so the ledger entries should never have a Tender anyway (except for our special case Closing account, which is fine to ignore).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@441 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:34:45 +00:00 |
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abijah
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fbfc973dad
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Included a possible mechanism for including the nsf ledger entries when viewing a tender
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@432 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 21:06:02 +00:00 |
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abijah
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e7e3dbc559
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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'
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@430 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 19:45:19 +00:00 |
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abijah
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25e3c87213
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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
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@421 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 01:59:10 +00:00 |
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abijah
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eb209a455b
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Disabled submission of tender types that have no items
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@420 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 23:25:26 +00:00 |
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abijah
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a8862ea3fd
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Moved deposit creation to the transactions controller. Added the ability to view prior deposit slips.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@418 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 23:17:00 +00:00 |
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abijah
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f6a93af27d
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Added a minimum age feature to the date formatting. It's not really a perfect solution, but it's working for our needs at the moment.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@417 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 23:16:26 +00:00 |
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abijah
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362226183e
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Changed the deposit to use a grouped double entry instead of individual ones for each tender deposited
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@414 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 10:10:11 +00:00 |
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abijah
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438610bdf9
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Added customer association to each tender
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@413 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 09:33:29 +00:00 |
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