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66 Commits

Author SHA1 Message Date
abijah
d5388e7767 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
 2009-06-18 03:57:43 +00:00
abijah
de2319e93d 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
 2009-06-18 00:49:40 +00:00
abijah
65acd0e181 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/site@161 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 18:40:39 +00:00
abijah
fdd3fe2641 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
 2009-06-17 07:38:39 +00:00
abijah
b8de98917a 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
 2009-06-17 05:17:59 +00:00
abijah
5dd3efa12f Added initial support for ledger entry reconciliation (e.g. matching payments to charges). 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@152 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 21:40:46 +00:00
abijah
af405a44d5 Yet another place where Ledger.name was being used. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@147 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 08:38:31 +00:00
abijah
b1a0437117 Removed another instance of using Ledger.name 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@145 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 04:48:17 +00:00
abijah
30b3185473 Added accounts to the ledger entry grids, since it's tough to figure out what's going on without them. This exposed a problem with the controller name automatically being determined in the Links function, so it now looks for an optional controller parameter. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@141 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 23:22:38 +00:00
abijah
7ee461d993 Added monetary source into the ledger entry lists. This may be more information than is needed on the listing, but I'll take it out later if so. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@139 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:52:38 +00:00
abijah
365b2295af Added an element for monetary_sources. Not sure if it will get used, but it was easy enough to do. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@138 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:45:07 +00:00
abijah
dfb0d90246 Moved map listings to jqGrid, and fixed cut/paste error in the comments of the transactions controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@137 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:34:35 +00:00
abijah
af32d88605 Moved transaction listings to jqGrid, and fixed a bug in the jqGrid element wrt. comment columns 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@136 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 21:24:42 +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
68273302cb Removed the useless pagination code from ledger_entries 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@133 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:46:05 +00:00
abijah
abd45244e1 Changed account to split the table requests into two parts. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@132 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:31:21 +00:00
abijah
e3b838d62a Moved ledgers over the jqGrid. Working reasonably well at the moment. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@131 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 06:22:38 +00:00
abijah
5fd7483ac1 Updated accounts to use jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@130 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 04:15:55 +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
960ac108b8 Moved contacts onto jqgrid. Added 'name' and 'longname' formats. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@120 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 20:24:36 +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
67d640b1a0 Moved units onto jqGrid. Also generalized the jqGridSetup (now jqGridView) function and moved it into the app controller. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@117 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 05:33:30 +00:00
abijah
eefc0d7bce Split the jqGrid code out a bit further, giving the application controller full responsibility for handling the jqGrid requests. Virtual functions have been added to allow a derived controller to customize this action as needed. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@111 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-14 00:53:08 +00:00
abijah
95181f4718 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
 2009-06-13 20:46:17 +00:00
abijah
54291b4467 Another attempt to get the customer table working. Cake's query mechanism is really torquing me, it never seems to be able to do what I need (perhaps because they've generalized it to work with so many SQL engines. I'm just going to pull unit information out all together, and I can add it back in another day if needed. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@106 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 15:52:09 +00:00
abijah
94c78ccb2a Check in aother snapshot, since I can now pass complex structures from the view back to the jqGrid data provider 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@105 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 07:22:38 +00:00
abijah
3fb680e20f Added jqGrid 3.4.4 and started the work to upgrade our table to use it. The work is by no means done, but it is at leasting working to some degree. I have some customer changes in mind and want to switch gears, so I'm checking in. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@103 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 03:51:29 +00:00
abijah
d45481b770 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
 2009-06-12 01:49:24 +00:00
abijah
ff5c7260f8 Due to an apparent bug in the core View class, raw images were not being generated with the inclusion of the DebugToolkit. This checkin does NOT fix the problem, but it does include some debug mechanisms that I have continued to need from time to time. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@98 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-11 02:38:54 +00:00
abijah
8bce19d8c4 Added a monetary_sources controller/view. Don't know if we'll really want this, since it might just make the most sense to embed its actions within ledger entry. We'll keep it for now. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@94 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 21:24:05 +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
b78834f7d6 Fixed problem with units that are vacant, and thus have no current lease. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@87 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 09:10:09 +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
abijah
e0d9edc4a8 Primarly a cleanup checkin, although a couple minor bugfixes were included as well. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@82 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 05:14:08 +00:00
abijah
ffd1b64580 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/site@81 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 02:41:23 +00:00
abijah
f12a95f3b9 Removed the .bak files, since everything has now been snapshotted. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@72 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-06 20:23:54 +00:00
abijah
677458e942 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
 2009-06-06 20:18:56 +00:00
abijah
0848ab5055 Additional work on generating ledger information. I've been reading up on accounting basics though, and I feel I'm just not going in the right direction. I'm checking this in, since it works somewhat, and will probably try to head in a different direction. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@66 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-04 01:54:15 +00:00
abijah
52c72b08b2 Added a couple helpers, including Html, to our app controller and removed Html from each individual controller 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@65 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-03 22:33:03 +00:00
abijah
dd5402d2f1 Added the payments controller and views. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@63 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 08:15:51 +00:00
abijah
f473a91870 Added the charges controller and views. Fixed a couple minor bugs found with receipts. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@62 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 08:05:53 +00:00
abijah
cdd274adf7 Added a receipt controller to verify receipt data 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@60 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 07:24:51 +00:00
abijah
abff728a37 Rolled back the last changes, which were checked in for documentation only. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@57 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 06:28:56 +00:00
abijah
b8c4257f95 Added payments under each receipt in the ledger. This isn't something I really want, just something I was testing. Snapshotting before I delete it, since it did work correctly 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@56 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 06:25:59 +00:00
abijah
5f715cc076 Moved the view action to use the Containable behavior instead of the convoluted bind/unbind 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@55 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 06:17:49 +00:00
abijah
f40dc205f9 Cleaned up the controllers and now make use of the Linkable behavior for listing out items. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@53 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 04:36:28 +00:00
abijah
68585a0b30 I've been around and around with paging. I started using the Containable behavior, which is fantastic for something like 'view', but is highly problematic for listings, especially with pagination. I discovered the Linkable behavior, and it's much more database efficient, and I actually can get it to work with pagination (except when using GROUP BY). I did have to tweak it though, to handle some of the more complex queries that I intend. This checkin includes a bunch of garbage, but given the amount of time I've spent on this crap, I'm afraid to lose anything that might later be useful information. I'll clean up on the next checkin. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@49 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 02:36:26 +00:00