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47 Commits

Author SHA1 Message Date
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
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
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
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
abijah
e0ea50d142 Fixed bug when marking NSF of a tender that has only been used as a surplus and never applied to any charges. Modified the applyCredits algorithm to try and distinguish between surplus credits of a lease and general customer surplus. I don't know if it works completely, but I do know it creates an issue since a lease surplus can now never be utilized without additional lease charges, a refund (no yet implemented), or moving the surplus to the customer level (not intended to be implemented). 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@483 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-04 21:19:20 +00:00
abijah
e0d15b7396 More work cleaning up and testing the use of charge waivers, as well as security deposit utilizations. Much of this was just around the concept of determining balances, which wasn't / isn't very straightforward. It's not hard to calculate a balance for a particular sitation, but it is difficult to generalize. I think it's reasonable as it now stands, but the StatementEntry::stats algorithm is certainly subject to change. Also, I didn't double check every case which called the stats() function, so I highly suspect we'll find cases where the code is not expecting the new return values, either symantically or logically. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@480 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-04 03:12:09 +00:00
abijah
1c2c2b457c 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
 2009-07-31 21:11:00 +00:00
abijah
cb5b017c7e Bug fixes to get lease security deposit and balance information working. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@396 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-28 01:18:02 +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
b641dc98ec Renamed jqGridData functions to be just gridData. Restructured the virtual function calls with an anticipated need for gridDataCount to be overridden as a whole, instead of just overriding the individual pieces. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@361 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-22 17:06:44 +00:00
abijah
f52fba96c1 Making progress. Much still to do, but there are hints of functionality finally returning so I'm snapshotting. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@360 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-21 10:23:52 +00:00
abijah
d5bcd9a496 Another snapshot 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@356 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-20 23:35:11 +00:00
abijah
3d262fd4db This rework is nowhere near complete, but there are certain things that are falling in place, and worth capturing. I started a branch for just this purpose of being able to check in intermediate work. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@352 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-19 23:35:25 +00:00
abijah
115c82cd21 Still trying to figure out what issuing a refund should look like. I switched the entry to be negative, which may (should) make reporting easier. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@350 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-16 07:27:18 +00:00
abijah
dd7da1489d Added a paid-through field for leases. Now I just need to add it to the grid query, although it's a change that can wait. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@343 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-15 09:18:56 +00:00
abijah
e29c2ba927 Added flag to allow ledger entry reversals, regardless of the reconciled status. I'm not sure how we really want to handle reversals. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@312 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 15:50:48 +00:00
abijah
43382f4ab1 Implemented bad debt write-off. This was tested about as well as the last checkin for security deposit utilization. Also, both of these need a redirect. I'm thinking redirect will have to be controlled dynamically, since we probably want to have them in a sequence of pages daisy changed at move out. Of course, we also will allow them each to be run on their own individually. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@295 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 10:06:56 +00:00
abijah
99904f22bb Stripped security deposits out of the Receipt page (and bad debt too). Added a dedicated security deposit utilization page. Works, I think, but my eyes are closing and it really needs fresh eyes again in the morning. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@293 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 09:28:29 +00:00
abijah
55413590a2 Shouldn't check this garbage in, but I can't bring my self to revert it 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@287 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 07:50:44 +00:00
abijah
99a787bba6 Initial work to determine whether or not a lease has charge gaps, and when the lease has been charged through. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@286 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 07:22:38 +00:00
abijah
7483f6ed2c Implemented more around lease closings. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@278 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 02:57:43 +00:00
abijah
09090d1b3c Consolidated the move out/in pages. I'm really not happy with this checkin, as it has actually reduced functionality. We used to be able to click move-out on a customer and be presented with a list of units to move out of. This was the intention, but I've gotten frustrated with the fact that I'm working on non-MUST functionality. Things are working good enough at the moment, so I'm checking in and will have to come back to this later. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@276 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 02:19:14 +00:00
abijah
c01c67161e Fixed bug for receipt linking to lease ID instead of customer ID 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@269 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 23:55:22 +00:00
abijah
ba36729485 Fixed a couple sort order issues, and modified the balance results to always return a number (zero) instead of null. A Lease should always have a balance, unlike Units where it's appropriate to have an null balance on a vacant unit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@252 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 00:32:22 +00:00
abijah
011c05d098 Implemented the balance field of Leases as part of a single query. This not only reduces the number of queries required, it also allows balance to be a sortable column, so that we can determine which customers are overdue. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@251 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 16:08:56 +00:00
abijah
aa2e647199 Added mechanism for user to know the rent amount on the invoice screen. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@250 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 09:00:54 +00:00
abijah
472d2d7166 Modified the page redirects to flow 'new customer' => 'move-in' => 'invoice'. What's missing here is the addition of contacts, but I'll ignore for now. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@249 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 08:09:51 +00:00
abijah
019b97fe53 Modified to dynamically determine eligible charge accounts, instead of the two that were hardcoded. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@244 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 07:14:18 +00:00
abijah
ae442db01f First pass at having invoice support multiple charges, just like receipt/payment. It works well, but I know we still need a better solution for income accounts, and it hasn't been robustly tested yet. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@243 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 04:37:04 +00:00
abijah
4ea8f1ae42 Took some of the new learnings from invoice generation and put into receipt generations. Also moved some shared functions to pmgr.js, and renamed things for consistency. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@239 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 02:55:55 +00:00
abijah
ca0ddcbc29 Fixed late charge cut/paste error 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@237 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 01:28:03 +00:00
abijah
5f8ae73049 Charge/Invoice assessment is working fairly well. Still need to accept multiple charges on a single invoice, have client side validation, and post through ajax to allow posting repeated invoices. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@236 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 00:43:41 +00:00
abijah
58d3cbf66b First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@231 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 18:34:44 +00:00
abijah
87f0d3217a Changed the lease 'payment' action to just point to the customer payment instead. Makes my life easier at the moment... 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@223 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 03:35:09 +00:00
abijah
3a1fb00527 Added ability to move an existing customer into a vacant unit. Changed out all of the 'amount' fields with 'rent', since it's much more self-explanatory. We still need the ability to add customers and contacts. I'll consider doing this by using the insert row ability of jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@204 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-03 06:53:41 +00:00
abijah
99504c6de5 Finished basic functionality for Move-Out. This still needs some work to handle the security deposit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@202 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 20:00:50 +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
3953e1dbf3 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/site@175 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 17:55:32 +00:00
abijah
f7bcfef665 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/site@168 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 04:19:17 +00:00
abijah
c3139220ee 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/site@134 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 19:41:20 +00:00
abijah
4537174873 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/site@128 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 02:50:21 +00:00
abijah
b6317d3ee9 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/site@122 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 22:05:44 +00:00
abijah
0133c85c01 Fixed trivial spelling error in one comment block 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@119 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 20:12:52 +00:00
abijah
92d8387e8c 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/site@118 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 19:50:09 +00:00
abijah
ce735cad3f 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/site@91 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 21:09:23 +00:00
abijah
a0274b4d89 Added in security deposit information to the lease view 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@86 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 08:58:43 +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