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125 Commits

Author SHA1 Message Date
abijah
fa17e319e0 Fixed a bug causing leder_entry lists to only list one item from each transaction (although the numbers were right, the other ledger_entry fields were not). This was due to the changes I made to ledger_entries.ctp when moving everything to the Grid Helper. Prior to that, the default was to group by transactions, unless notxgroup was defined. Since it was experimental, it was hardcoded to false in the ledger_entries element, so there was no problem. After Grid Helper, it was inadvertantly deleted, hence the bug. I changed the default to be NOT to group by transaction, and also invalidate the ledger_entry fields when we do group that way. So, this bug should be put mostly to rest, although I don't like converting the ledger_entry list into a simple transaction list (we do have another element for that after all). Oh well, works for now. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@304 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 01:52:32 +00:00
abijah
b96a8f01da Fixed the bank deposit, which was not reconciling the income received with the actual deposit. Thus, there was no way to determine when a particular check, for example, was actually deposited in the bank... the trail was broken. This seems to work. I would like to move some of the logic in Transaction to simply use the Account::postLedgerEntry function, but I'll not do it just yet... other fish and all. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@303 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 01:44:46 +00:00
abijah
0d3403032c More changes to the ledger_entry view 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@300 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-11 00:34:43 +00:00
abijah
42dda55643 No real visible changes, but started work on making ledger entries more clear. I'll do more in a moment, just capturing a snapshot. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@299 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 21:21:49 +00:00
abijah
b9a67fa8e1 Fixed bug with undefined Lease. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@298 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 10:51:57 +00:00
abijah
43382f4ab1 Implemented bad debt write-off. This was tested about as well as the last checkin for security deposit utilization. Also, both of these need a redirect. I'm thinking redirect will have to be controlled dynamically, since we probably want to have them in a sequence of pages daisy changed at move out. Of course, we also will allow them each to be run on their own individually. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@295 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 10:06:56 +00:00
abijah
99904f22bb Stripped security deposits out of the Receipt page (and bad debt too). Added a dedicated security deposit utilization page. Works, I think, but my eyes are closing and it really needs fresh eyes again in the morning. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@293 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-10 09:28:29 +00:00
abijah
bcbe3767e3 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
 2009-07-10 07:25:55 +00:00
abijah
0c8035b402 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
 2009-07-09 08:28:34 +00:00
abijah
55413590a2 Shouldn't check this garbage in, but I can't bring my self to revert it 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@287 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 07:50:44 +00:00
abijah
99a787bba6 Initial work to determine whether or not a lease has charge gaps, and when the lease has been charged through. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@286 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 07:22:38 +00:00
abijah
7483f6ed2c Implemented more around lease closings. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@278 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 02:57:43 +00:00
abijah
09090d1b3c Consolidated the move out/in pages. I'm really not happy with this checkin, as it has actually reduced functionality. We used to be able to click move-out on a customer and be presented with a list of units to move out of. This was the intention, but I've gotten frustrated with the fact that I'm working on non-MUST functionality. Things are working good enough at the moment, so I'm checking in and will have to come back to this later. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@276 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-09 02:19:14 +00:00
abijah
c01c67161e Fixed bug for receipt linking to lease ID instead of customer ID 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@269 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 23:55:22 +00:00
abijah
75c44d1b3a Removed the pages controller and view, as well as the default route. I can't believe I let it linger for so long... 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@268 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 23:30:13 +00:00
abijah
2aeb069297 Fixed bug where the customer list would display 'Current Tenants', but the list would reflect all customers. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@267 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 21:53:30 +00:00
abijah
abd166cb98 Modified effective dates to be part of the ledger entry, not the transaction. This is the logically correct way, as a transaction is simply a collection of entries which might be anywhere from completely aligned to totally disjoint from one another (more likely the former). As a practical example, consider a move-in invoice, with security deposit (effective immediately with no end date), a prorated rent (effective move-in day through the end of the first month), and first full months rent (effective beginning of next month through the end of next month). There is certainly more work to be done on this, and testing was minimal. It does seem to be functioning though, so I'm checking in. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@256 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 16:04:53 +00:00
abijah
c455b383f5 Updated the balance algorithm for units and customers as was done for leases. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@253 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 00:34:03 +00:00
abijah
ba36729485 Fixed a couple sort order issues, and modified the balance results to always return a number (zero) instead of null. A Lease should always have a balance, unlike Units where it's appropriate to have an null balance on a vacant unit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@252 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-08 00:32:22 +00:00
abijah
011c05d098 Implemented the balance field of Leases as part of a single query. This not only reduces the number of queries required, it also allows balance to be a sortable column, so that we can determine which customers are overdue. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@251 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 16:08:56 +00:00
abijah
aa2e647199 Added mechanism for user to know the rent amount on the invoice screen. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@250 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 09:00:54 +00:00
abijah
472d2d7166 Modified the page redirects to flow 'new customer' => 'move-in' => 'invoice'. What's missing here is the addition of contacts, but I'll ignore for now. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@249 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 08:09:51 +00:00
abijah
9c65d408fa 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
 2009-07-07 07:52:41 +00:00
abijah
019b97fe53 Modified to dynamically determine eligible charge accounts, instead of the two that were hardcoded. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@244 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 07:14:18 +00:00
abijah
ae442db01f First pass at having invoice support multiple charges, just like receipt/payment. It works well, but I know we still need a better solution for income accounts, and it hasn't been robustly tested yet. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@243 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 04:37:04 +00:00
abijah
4ea8f1ae42 Took some of the new learnings from invoice generation and put into receipt generations. Also moved some shared functions to pmgr.js, and renamed things for consistency. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@239 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 02:55:55 +00:00
abijah
c1b402bd72 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/site@238 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 01:29:03 +00:00
abijah
ca0ddcbc29 Fixed late charge cut/paste error 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@237 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 01:28:03 +00:00
abijah
5f8ae73049 Charge/Invoice assessment is working fairly well. Still need to accept multiple charges on a single invoice, have client side validation, and post through ajax to allow posting repeated invoices. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@236 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-07 00:43:41 +00:00
abijah
58d3cbf66b First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@231 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 18:34:44 +00:00
abijah
850d15eb50 Moved the contact save logic into the model and out of the controller. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@230 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 17:25:05 +00:00
abijah
50e7f58d35 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/site@228 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 16:57:23 +00:00
abijah
47104919f2 Moved the customer save logic into the model 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@227 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 15:45:49 +00:00
abijah
87f0d3217a Changed the lease 'payment' action to just point to the customer payment instead. Makes my life easier at the moment... 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@223 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 03:35:09 +00:00
abijah
fbd43fbbb2 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
 2009-07-06 03:34:33 +00:00
abijah
826874b2a5 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
 2009-07-06 03:09:54 +00:00
abijah
eab49091ae 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
 2009-07-06 03:01:28 +00:00
abijah
e150237fd8 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
 2009-07-06 02:06:23 +00:00
abijah
207808d6d5 Added ability to add a new contact, which also fixes the glaring omission of saving changes to contact details on the edit page (previously we were only saving contact methods, not any contact details. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@218 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-06 00:42:57 +00:00
abijah
dc787bd9e7 Finished implementation of contact edit. This is now saving everything to the database. I hope to now leverage it for a new contact. This checkin includes a bit of code in the sitelink2pmgr script that sets the customer display name. It should have been checked in several revisions ago. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@217 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-05 23:43:35 +00:00
abijah
ae276d310a Moved the customer edit page to include address and email fields. This is largely all the work on the presentation side, now I just need to take the data and update the database. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@214 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-05 20:01:06 +00:00
abijah
41aa3f81a8 Got the existing contact phone numbers to populate correctly. I've chosen to disallow editing of these numbers, since a) it's tricky to do this in place, and b) it will be too confusing at the moment to handle this on a separate page, and c) I don't want to implement a modal ajax box at the moment, and d) doing so would probably be a user error liability, since folks would choose to edit a shared number instead of adding a new one when the situation would warrant the latter. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@212 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-05 18:32:54 +00:00
abijah
bb5c44f19f First shot at an actual working form to enter contact information. It only handles phone numbers at the moment, and it does NOT handle existing ones. It's a decent start though, and worth checking in. Next I'll have to handle existing phone numbers, and then addresses and emails. Of course, after that, I'll have to actually save everything to the database. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@209 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-05 15:01:18 +00:00
abijah
9bb957aff4 Got rid of the temporary function to determine unit status enums, and switched over to actually querying the database. Eliminated a legend entry for DELETED since no one should ever see a unit like that given that it should be, well, deleted. Modified the legend algorithm slightly to fix the number of rows instead of columns, since the placement algorithm works through the rows before moving to the next column. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@206 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-04 04:42:11 +00:00
abijah
3a1fb00527 Added ability to move an existing customer into a vacant unit. Changed out all of the 'amount' fields with 'rent', since it's much more self-explanatory. We still need the ability to add customers and contacts. I'll consider doing this by using the insert row ability of jqGrid. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@204 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-03 06:53:41 +00:00
abijah
99504c6de5 Finished basic functionality for Move-Out. This still needs some work to handle the security deposit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@202 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 20:00:50 +00:00
abijah
e060c16252 Fixed a bug when viewing ledgers (related to the Close change), removed some debug code, added titles to the deposit pages, and fixed a bug with creating new transactions and/or balance transfers for a deposit when there is nothing to deposit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@201 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 09:33:42 +00:00
abijah
ed673de22f Added a closes table to the schema, so that we can keep track of daily closes, deposits, etc. Moved into the model an operation to close a set of ledgers and make a deposit. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@200 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 09:19:33 +00:00
abijah
b5d7ecc269 Got the bank deposit working well. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@198 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-02 07:41:18 +00:00
abijah
ea1ad4764f Implemented a bank deposit routine, to transfer funds out of the till and into the bank. 
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629/site@196 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-07-01 11:10:57 +00:00