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61 Commits

Author SHA1 Message Date
Abijah
f50db1a34b Added ability to get a customer's running balance. It's quite flaky, doesn't tolerate having a grid with sub-pages, is actually incorrect for at least some customers (not sure why), but it helps answer a fundamental question for most customers. If I had a better solution, I would surely go for it. 
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1036 97e9348a-65ac-dc4b-aefc-98561f571b83
 2014-03-02 18:26:01 +00:00
Abijah
98d9849914 Merge in the hosted_migration_20130215 branch to the v0.3_work branch 
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1030 97e9348a-65ac-dc4b-aefc-98561f571b83
 2013-12-05 01:24:21 +00:00
abijah
2519f4c8a7 Added support for account name and number on the deposit slips 
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1014 97e9348a-65ac-dc4b-aefc-98561f571b83
 2012-08-06 17:33:21 +00:00
abijah
285c682b1e Added ability to see the customer when listing transactions 
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@974 97e9348a-65ac-dc4b-aefc-98561f571b83
 2010-03-30 15:57:54 +00:00
abijah
4e8426fd79 Move the Charge Assessment link to the operations area, and updated the Transaction Destroy link to the admin menu and gave it a reasonable redirect instead of the view not found message (since it's no longer a dev function 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@846 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-09-15 02:32:56 +00:00
abijah
2f3046294d Missed the transaction controller change as part of r835. Also, added check to see that customer/unit have been selected at movein. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@837 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-09-06 04:25:27 +00:00
abijah
87a2ea5cd6 Decided the Creation menu isn't worth it at the moment, and moved New Deposit back into the Actions menu. Removed Add Customer, since this can and probably will happen directly from the Move-In page. Created an entirely separate Sandbox menu area, since it is of particular interest to the customer. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@825 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-29 20:59:29 +00:00
abijah
a79adbce2d Moved the creation actions into the CONTROLLER menu. Minor cleanup of deposit_slip. Minor tweaking to views. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@803 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-28 16:32:21 +00:00
abijah
a3b376544c Replaced the hardcoded 'level' checks, and incorporated (as a first pass) the new permission mechanism 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@802 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-28 07:11:14 +00:00
abijah
0758865aae Changed to ensure that the grid view menu items do not show up at all, unless the user is an admin 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@779 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-25 06:24:27 +00:00
abijah
3ff5967415 Moved all controllers to the new addGridViewSideMenuLinks virtual function. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@777 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-25 02:37:01 +00:00
abijah
c261735197 Added automated disabling of admin and development menu items (at least the ones that are explicitly added to those sections of the menu). 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@765 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-24 20:03:05 +00:00
abijah
a9410b1351 Moved 'New Deposit' to the correct menu section 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@751 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-23 20:23:13 +00:00
abijah
2d3b962fe1 Removing, or at least phasing out the ledger name field. Account name is always needed and nearby, so ledger name is just confusing. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@740 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-23 01:08:30 +00:00
abijah
da88975fed More work on tidying up the menu items for usability. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@735 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-23 00:02:53 +00:00
abijah
f545502162 Changed how sidemenu links work, so that order of execution doesn't have to control ordering of the list. 
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@734 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-22 22:47:41 +00:00
abijah
28086651e5 Removed the development function for fixing the ACH deposit items. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@618 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-18 07:17:21 +00:00
abijah
d141f61055 Added a column to Tender that identifies the exact ledger entry which was used to deposit the tender. It was necessary due to the kludgy way that I've set ACH items to auto-deposit, which uses a ledger entry that has nothing to do with the transaction account. This would probably allow us to eliminate the deposit_transaction_id, but I'd like to break as little as possible at the moment. I'll come back and clean this up in the future. Also, fixed a stupid bug that was causing major database thrash whenever a transaction was entered without a customer id. I could have fixed the Customer::update() function, but it was designed to accept null so that we could update all the customers, something definitely useful while developing. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@609 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-17 23:55:51 +00:00
abijah
1429fe720b Added mechanism to lookup the NSF tender from the bounce transaction. 
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@584 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-16 19:00:45 +00:00
abijah
d024d333d2 Moved the INTERNAL_ERROR calls to use the class function instead of the global one. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@561 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-14 21:21:21 +00:00
abijah
c06399cf86 Added support for deleting (destroying) a transaction. This is strictly development/super-admin type functionality. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@553 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-14 20:58:50 +00:00
abijah
1d27b4dcb5 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@540 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-12 09:37:49 +00:00
abijah
e74f8987d9 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@539 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-11 18:25:40 +00:00
abijah
9c55a047a8 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@538 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-11 18:22:21 +00:00
abijah
76df8c924f 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@512 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-10 05:48:49 +00:00
abijah
fd1a1f43d4 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@508 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-09 15:11:51 +00:00
abijah
e784931fa8 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@493 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-06 05:11:58 +00:00
abijah
cb969ba340 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@488 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-05 01:00:09 +00:00
abijah
670f0894ea 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@486 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-04 23:25:31 +00:00
abijah
35d7656bc5 Added a check to ensure we're not adding a close with no accounts. This check should probably be in the model, but that can be done later. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@465 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-08-01 01:48:07 +00:00
abijah
e47a2cc7aa Some cleanup from the last checkin 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@452 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-31 16:48:27 +00:00
abijah
0cdcb6252e 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@451 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-31 16:41:56 +00:00
abijah
adddfecada Fixed the problem with zero dollar balance forward entries when closing a ledger. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@422 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-30 02:17:49 +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 
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
ec8f540107 This is the remainder of the previous, invalid, partial checkin. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@419 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-29 23:25:03 +00:00
abijah
f9635419dd Added transaction stats. Added (possibly unwanted) columns. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@389 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-25 08:06:50 +00:00
abijah
25b7da57f3 Made progress adapting the receipt code onto the latest db changes. 
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@387 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-24 07:43:42 +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. 
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
7aa026f4e0 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@361 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-22 17:06:44 +00:00
abijah
93ebc450fe 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@360 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-21 10:23:52 +00:00
abijah
46db9c8341 Fixed bug with undefined Lease. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@298 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 10:51:57 +00:00
abijah
f2f389ee45 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@293 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 09:28:29 +00:00
abijah
5877874e82 Check in the near completed implementation of security deposit utilization. It was on it's way to working well (although it only works for existing payment divs and there is not an obviously easy way for new payment divs to have the security deposit info as well). It feels like we've really gone overboard on the payment screen, pushing too much together. I'm going to strip some of this out on the next checkin, and create a dedicated security deposit utilization screen, perhaps just as part of move-out, or perhaps part of move-out and as an independent operation as well. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@292 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 07:25:55 +00:00
abijah
a8c91d8b22 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@243 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 04:37:04 +00:00
abijah
807dc48375 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@239 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 02:55:55 +00:00
abijah
8491d81496 Moved the Invoice/Receipt logic into the transactions model. Adding an invoice will likely need to be tweaked to expect customer credits, and apply either automatically, or with user discretion. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@238 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 01:29:03 +00:00
abijah
db5eed24f6 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@236 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 00:43:41 +00:00
abijah
cd07f51ff9 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@231 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 18:34:44 +00:00
abijah
44df78e69f Finally, finally... a working version for payment entry. The current schema is working well, and seems to handle our technical needs. However, it does seem to be very confusing with the extra accounts. Nonetheless, it does work and so I'll keep going down this path. This checkin also includes a mechanism to close the books on an account (by closing the underlying ledger) and start a new ledger. One of the decisions worth revisiting is separating out ledger entries that are really part of the same transaction. Without this change, inspecting a transaction results in the transaction total being off by a factor of two, since all money movement is in their twice (once for the expected reason, and again to hit the invoice/receipt ledger). 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@195 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-01 08:17:31 +00:00
abijah
20b8908a00 Experiment to group ledger entries by their transaction ID instead of their entry ID. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@177 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-22 19:03:08 +00:00