abijah
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7a42bee8ef
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Added transaction stats. Added (possibly unwanted) columns.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@389 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-25 08:06:50 +00:00 |
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abijah
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b820929ddc
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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/site@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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743ff52e59
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Made changes to get field alignment on receipt entry. I can get the text on the left by floating the label, but actually, I think I prefer the boxes on the left.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@386 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 05:01:29 +00:00 |
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abijah
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efb4655786
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Reverted back to r383.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@385 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 04:16:33 +00:00 |
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abijah
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7c34c7faff
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I tried using a table for the receipt entry, which seems like it should work, but really doesn't. I'll check it in for future reference, but I'll be reverting just afterwards
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@384 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 04:15:39 +00:00 |
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abijah
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a4dff8a6ed
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Begin the move from having receipts generated based on 'collectable' account, to being based on what the database considers to be a form of tender. This has the excellent benefit of removing all those hardcoded data1/2 fields for each different tender type. That's all database driven now. There is more to do, but this is a good step forward.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@382 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 03:58:12 +00:00 |
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abijah
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4a94fc3798
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More tweaking to all of the grid displays. This was mostly visual, but includes some bug fixes as well (such as a manual filter override in the ledger_entries controller).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@371 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 16:53:33 +00:00 |
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abijah
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25bc1607cc
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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
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2009-07-23 01:49:46 +00:00 |
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abijah
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f52fba96c1
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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
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2009-07-21 10:23:52 +00:00 |
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abijah
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5a16e497ad
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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/site@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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d5bcd9a496
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Another snapshot
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@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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69adfd900c
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Standardized the grid events interface, to ease the burden on the views and ensure that the load functions could be used by the application without wiping out the debug functionality that was built into jqGrid.ctp
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@336 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-15 06:21:55 +00:00 |
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abijah
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99904f22bb
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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
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2009-07-10 09:28:29 +00:00 |
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abijah
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bcbe3767e3
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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/site@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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ba82eabcbc
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Fixed a bug created with each form table when that element was modified to ignore fields set to null. The original intention was that null simply meant 'no special configuration'. However, we needed a way to programatically enable/disable fields, so null was an obvious choice to use. Now that I'm about to check in, I think I should have just made a minor change to use false to skip a field, which would have been backwards compatible (except for the one place using null to exclude the field). However, it's done now, so what the heck.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@290 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 16:07:19 +00:00 |
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abijah
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e15f053c5c
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Changed the list of payment types to be dynamically generated. This works OK, but the list is longer than is probably useful, and more importantly, some of these types need to be associated with a lease, such as a security deposit. Not sure how I'll handle that.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@289 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 09:20:04 +00:00 |
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abijah
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0c8035b402
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Removed monetary_source_type. It was redundant, and it's entirely unclear what purpose it ultimately would or could serve. Our use of different accounts for Check, Cash, etc likely obsoleted any intention we might have had for monetary_source_type
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@288 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 08:28:34 +00:00 |
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abijah
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fb29380ac5
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Added ACH and Concession entry. Like everything else, I haven't tested too robustly, but it does seem to work. I might want to change the monetary source id for Concession. Right now each concession gets its own monetary source, but we could probably use a common one without issue.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@284 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 06:10:00 +00:00 |
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abijah
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849077bb9a
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Made layout changes to invoices and receipts to use CSS instead of simple H2/H3 tags. Also, as a temporary measure, I make the lease/customer numbers hyperlink to the view page. At some point we'll figure out what should happen after entering a receipt or invoice, and this hack should go away.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@270 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-09 00:00:29 +00:00 |
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abijah
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4d123b63f0
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Moved all grid elements onto the grid helper. Basic testing done, but more testing needs to be done.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@262 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-08 20:40:44 +00:00 |
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abijah
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a88f5829ce
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Moved the leases element onto the new grid helper.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@261 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-08 19:22:22 +00:00 |
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abijah
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9c65d408fa
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Added a flag to accounts, indicating whether they can be used for charges and/or payments. Invoice has already switch to this mechanism, but we're keeping receipt the same for now since I have bigger fish to fry.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@247 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-07 07:52:41 +00:00 |
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abijah
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d4ceca3aeb
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The only functional change was to start payment numbers at 1 instead of zero. All other changes are just white space and code movement.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@241 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-07 04:33:06 +00:00 |
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abijah
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4ea8f1ae42
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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
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2009-07-07 02:55:55 +00:00 |
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abijah
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fbd43fbbb2
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Cleaned up and got rid of the word Tenant in most places. The original thought was to minimize confusion in our specific case (since we don't sell POS items) by simply refering to customers as tenants. However, I don't think customers is a very confusing term and so I decided to clear up the inconsistency. I did leave it in a couple places, where the customers in questions are clearly tenants
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@222 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 03:34:33 +00:00 |
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abijah
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826874b2a5
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Changed layout to enlarge the detail table on the edit page. Changed edit action to redirect to the view page.
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@221 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-06 03:09:54 +00:00 |
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abijah
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eab49091ae
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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/site@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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e150237fd8
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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/site@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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dfe20e7ef9
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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/site@195 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-01 08:17:31 +00:00 |
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abijah
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73eacdbcf2
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More changes. I just can't seem to come up with a solution that works that I like. The problem now, without invoice/receipt, is that one check cannot cleanly pay for two units.
git-svn-id: file:///svn-source/pmgr/branches/single_AR_20090622/site@182 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-24 00:33:39 +00:00 |
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abijah
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009ea6b44d
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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/site@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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3c067f6586
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While working on payments, commented out the form reset stuff so I don't have to keep reentering the data with every post. Also, changed the customer ID to be passed outside of 'Customer', which appears to cake as a model that needs to be updated. Finally, added a bogus parameter, until I can figure out why the Model::set() function fails to recognize model fields if the first item in the model array is another Model. This bogus field just ensures Model::set uses all the fields, and bogus is ultimately ignored since it's not a member of LedgerEntry.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@169 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-19 16:17:14 +00:00 |
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abijah
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d5388e7767
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Although I'm not too happy with the modifications, I do have a working version that minimizes the columns need to display ledger entries. The logic feels screwy to me, but I've beat my head on it long enough. I'll move on to something else and come back to it when my head clears.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@166 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-18 03:57:43 +00:00 |
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abijah
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de2319e93d
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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/site@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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fdd3fe2641
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Getting the receipt/payment data in order, getting ready to save (or at least experiment with save.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@157 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-17 07:38:39 +00:00 |
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abijah
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b8de98917a
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More progress on posting payments. Customer selection now works as well as the date picker. At this point, we need to figure out how to insert this data into the database. Of course, significant cleanup is still required, as is beautification.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@155 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-17 05:17:59 +00:00 |
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abijah
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c9c06a9fb4
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Updated all the view.ctp files to use the new style infobox. I should probably create an element for it, but I'll hold off for now.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@135 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-15 21:01:22 +00:00 |
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abijah
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95181f4718
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Things are finally working fairly well for the customers grid (although I've not yet taken any speed issues into account). I removed the index.ctp file, since it was largely useless and I figured out how to render directly to the element. I also moved most of the jqGrid XML code into the application controller, since it will be reused by most of our controllers.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@108 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-13 20:46:17 +00:00 |
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abijah
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8cdf061fca
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More minor cleanup
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@101 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-12 02:45:48 +00:00 |
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abijah
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5e321888d5
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cleaned up and put the different payment types into a loop for reuse.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@100 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-12 02:35:13 +00:00 |
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abijah
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d45481b770
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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/site@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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f08884f326
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Finally added a format helper, which has been long intended. There may be still be conversion issues, it hasn't been tested much.
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@77 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-08 03:32:07 +00:00 |
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abijah
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677458e942
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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/site@71 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-06-06 20:18:56 +00:00 |
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