abijah
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c76ba261d8
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Fixed a bug with customer merge. Common contacts were being deleted when selected as a source contact to keep.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1000 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-12 21:48:42 +00:00 |
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abijah
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11aacd5803
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Modified customer merge functionality to leave everything from the destination customer in-tact, and simply add on contacts from the source customer, if requested. This simplifies things significantly, and also the paradigm shift of starting the operation from the destination customer allows us to merge multiple customers into one with ease (no need to dig around for each source customer before clicking merge)
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@995 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 20:52:00 +00:00 |
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abijah
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34844760e8
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Added the front end code to perform a customer merge. Seems to work, although I don't fully trust it yet. Now that implementation is done, I realize I don't care for the interface. Really, the destination customer should keep its primary contact and all other contacts. The user should only be given the choice of adding zero to all contacts from the source customer. A change in primary contact could always be handled after the merge.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@994 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 19:36:39 +00:00 |
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abijah
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b1113e826f
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First pass at a customer merge function. Preliminary tests seem to be successful.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@993 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 16:29:06 +00:00 |
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abijah
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07461f4419
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Merge in v0.2.2 fixes
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@966 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 04:05:00 +00:00 |
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abijah
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9674812e78
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Merge in from the v0.1.0 tag, which is a bit of a botch. The intention was to make the change to trunk, then re-label as v0.1.1. However, due to a mixup, this was put directly as the v0.1.0 tag. It isn't good, but the change is small enough we'll live with it this time.
git-svn-id: file:///svn-source/pmgr/trunk@864 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-10-02 15:54:00 +00:00 |
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abijah
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8663c25806
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Added some lease operations to the customer menu. If there is only one current lease, this works great, and if there are multiple, it works as if it were performed from the top level, ignoring the fact that the user clicked the operation from the customer page.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@769 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-24 21:49:40 +00:00 |
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abijah
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1c5d97f06d
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Modified the customer update() function to update all customers if passed null. This would not be a typcial scenario, but it useful at the moment during development.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@603 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-17 06:32:32 +00:00 |
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abijah
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a44654ec01
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Hopeful fix for the bug affecting customer security deposit balance. It was introduced when we added the Customer Credit account, since Security Deposit no longer _directly_ pays charges like it used to. Now, it's converted to customer credit, and _that_ account is the one that pays. The security deposit situation is a bit shaky, but seems to be working again.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@600 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-17 05:48:54 +00:00 |
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abijah
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7a331d5f4f
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Fixed bug when fetching data for editing a customer (the details function was deleted sometime back and might be worth putting back in). Also, added a tiny helper feature to update cached items while things are still somewhat unstable. Any time customer edit is clicked, the customer (and associated leases) will all be updated. This should allow an easy customer workaround in case there is a bug in the field.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@599 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-17 05:43:01 +00:00 |
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abijah
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a2014a916e
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Added cached fields for charged_through and paid_through dates of a lease. Also, added the ability to dynamically determine whether a unit is late or not. In reality, we really need this to be part of the lease, not one of the status types for unit. The sitemap, however, is driven from unit information, so it's not clear whether we should move that information or not.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@543 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-13 02:37:37 +00:00 |
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abijah
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1d27b4dcb5
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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@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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4d62d7da73
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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@491 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 02:52:45 +00:00 |
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abijah
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cb969ba340
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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@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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0ff91bf4d8
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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@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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4d4e96fe1c
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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@480 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 03:12:09 +00:00 |
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abijah
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dc1bb56188
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Fixed cut/paste error causing invalid customer security deposit balance.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@477 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:44:36 +00:00 |
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abijah
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15a4528e75
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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@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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5247139fe8
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Changed prints to use the new logging system
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@439 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:23:27 +00:00 |
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abijah
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be2865b4d7
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Cleanup of old lingering functions and some comment blocks
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@423 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 02:39:09 +00:00 |
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abijah
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b225775a91
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Suppressed all the debug print statements from transaction insertion.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@398 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-28 02:40:42 +00:00 |
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abijah
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b3389652fd
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Further tweaked the code to add new transactions, primarily by creating separate verification and addition functions in each underlying model. There are logic changes as well, such as adding in the other half of the missing double entry (as well as the double entry itself). This checkin also introduces the creation of CREDIT statement entries, when the customer has overpayed. It's working fairly well, although undoubtedly will need more tweaking.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@394 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-28 01:16:42 +00:00 |
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abijah
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3dc751c863
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Implemented a mechanism to track customer overpayments (credits). Also implemented a reconciling algorithm, matching payments to charges. Preliminary testing seems to show that it works well. More thorough testing required.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@392 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-27 04:18:38 +00:00 |
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abijah
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68fe787209
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Playing with different means for determining stats. Nothing decided yet.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@391 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-26 23:23:19 +00:00 |
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abijah
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d4292a85a0
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Added ability to toggle between one big closing ledger entry, and one per house
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@390 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-25 08:08:47 +00:00 |
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abijah
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25b7da57f3
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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
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2009-07-24 07:43:42 +00:00 |
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abijah
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fd856323a5
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Customers is working somewhat. I want to see if the grid query logic can be simplified, so I'm checking in first
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@359 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-21 09:40:51 +00:00 |
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abijah
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c002f3f3ba
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Another snapshot
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@356 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-20 23:35:11 +00:00 |
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abijah
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fc30dfa2e8
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Another snapshot. I think I'll be taking the CREDIT/DEBIT reconcile functionality out.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@353 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-20 02:17:54 +00:00 |
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abijah
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6ac0204baf
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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@352 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-19 23:35:25 +00:00 |
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abijah
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ad17023570
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Changed security deposits to be returned regardless of where second half of the ledger entry is
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@297 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-10 10:49:19 +00:00 |
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abijah
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5877874e82
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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
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2009-07-10 07:25:55 +00:00 |
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abijah
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b36d3117a3
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Removed lingering debug prints
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@248 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-07 08:08:36 +00:00 |
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abijah
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cba8e16be7
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Moved the contact save logic into the model and out of the controller.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@230 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 17:25:05 +00:00 |
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abijah
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fbeed43e61
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Fixed comment block
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@229 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 16:59:13 +00:00 |
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abijah
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1d82e263ad
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Changed the logic a little bit in the customer model saveCustomer function, such that we can provide a default customer name if otherwise unspecified. Changed the page titles to reflect Customer vs Contact, since they can easily have the same names.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@228 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 16:57:23 +00:00 |
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abijah
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aa12a1efa4
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Moved the customer save logic into the model
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@227 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 15:45:49 +00:00 |
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abijah
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3e60f8d45e
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Implemented ability to add a customer, and fixed the problem with flagging of the primary contact.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@220 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 03:01:28 +00:00 |
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abijah
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09cb297dc7
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Implemented edit functionality for customer. Like with contacts, the interface leaves much to be desired, since it's limited in functionality. Namely, you can add a contact, but you can't add contact methods (phone/mail/email). Also, it doesn't use jqGrid to present the selection choices, and so the user is stuck with the fields we've chosen to display, as well as the sort order we've chosen. Enhancement is possible someday, but for now, it gets the job done.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@219 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 02:06:23 +00:00 |
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abijah
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d77dcfca75
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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@204 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-03 06:53:41 +00:00 |
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abijah
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80f8bd36d5
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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@181 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-23 19:04:41 +00:00 |
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abijah
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a2ae522b2d
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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
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2009-06-18 00:49:40 +00:00 |
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abijah
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ba218fbeeb
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Changed the unreconciled transaction list to always include 'debit' or 'credit', even if the user specifically requests one or the other. Handling it as a special case everywhere was bothering me.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@162 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-17 19:12:22 +00:00 |
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abijah
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2e67695154
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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
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2009-06-17 18:40:39 +00:00 |
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abijah
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1e3774cad6
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Removed remnants of the Containable behavior (which we've already put into the application model. Modified the account model to look for all unreconciled transactions, not just those from the current ledger. Added a mechanism to find unreconciled transactions up the chain, including lease and customer.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@159 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-17 09:00:38 +00:00 |
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abijah
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55dd94681a
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Added a primary contact for each customer, as there must be someone (or some entity) to contact for every customer. This simply makes it explicit, and has the added benefit of being easier to work with when querying.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605@104 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-13 04:19:19 +00:00 |
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abijah
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c80c66d958
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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
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2009-06-12 01:49:24 +00:00 |
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abijah
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55b896a9f0
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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
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2009-06-10 05:14:08 +00:00 |
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abijah
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9f8d4fa9b2
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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
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2009-06-10 02:41:23 +00:00 |
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abijah
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f3ffa3c079
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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
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2009-06-06 20:18:56 +00:00 |
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