Abijah
|
f50db1a34b
|
Added ability to get a customer's running balance. It's quite flaky, doesn't tolerate having a grid with sub-pages, is actually incorrect for at least some customers (not sure why), but it helps answer a fundamental question for most customers. If I had a better solution, I would surely go for it.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1036 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2014-03-02 18:26:01 +00:00 |
|
abijah
|
99a98cbc7d
|
Added some minor view tweaks
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1018 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2012-11-17 18:18:36 +00:00 |
|
abijah
|
fc9226594c
|
Added customer link on the receipts page
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1017 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2012-08-07 00:14:54 +00:00 |
|
abijah
|
4dffa540a0
|
Fixed a long standing bug preventing proper display of the customer-contact relationship fields.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1010 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2011-05-11 19:19:08 +00:00 |
|
abijah
|
954f0d7968
|
Removed the debug aid of sub-totaling statement entries. I'll add the right solution someday...
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@998 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2010-07-02 22:19:55 +00:00 |
|
abijah
|
11aacd5803
|
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
|
2010-07-02 20:52:00 +00:00 |
|
abijah
|
34844760e8
|
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
|
2010-07-02 19:36:39 +00:00 |
|
abijah
|
214aa4d348
|
Yet another bug from haste... let's hope this one fixes it.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@979 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2010-03-31 20:10:21 +00:00 |
|
abijah
|
f281295084
|
Fixed copy/paste bug introduced at the last minute on the prior checkin.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@978 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2010-03-31 20:07:29 +00:00 |
|
abijah
|
68cbca5e28
|
Added outstanding charges and outstanding credits to the customer page, and reorded fields in order of presumed importance. Removed items from Unit/Lease which really shouldn't have been there. They were added for convenience, but the redundancy was confusing. Added a couple report links to make it easy to see outstanding charges and collected rents.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@977 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2010-03-31 19:49:56 +00:00 |
|
abijah
|
e162d35d56
|
Added a more automated mechanism for adding multiple rent charges to an invoice. Also included is a proration tool. This needs more work though, since it relies on server side data from the lease. Selecting a new lease on the client side will cause this change to fail, and so we'll need to add a column for charged-through. Finally, error messages for invoice and receipt were improved slightly to better explain the error.
git-svn-id: file:///svn-source/pmgr/branches/v0.2.0_work@871 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-10-09 22:48:37 +00:00 |
|
abijah
|
3e3dff31a8
|
I believe the bug Shirley has been seeing is finally fixed. The problem is that an extra comma at the end of a javascript object literal blows up in IE7. FF and IE8 both handle it fine, which is why we hadn't noticed. Hopefully, this change includes all areas which had the extra comma.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@842 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-09-07 17:04:34 +00:00 |
|
abijah
|
bb4046e1da
|
Changes to allow invoices and receipts to work without ajax, since it may be the ajaxForm that is creating problems for Shirley on-site. Added debug prints to the invoice page as well, to get feedback on what exactly is breaking.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@835 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-09-05 15:15:24 +00:00 |
|
abijah
|
7198d7e6f4
|
Changes to have the software function without the presence of jquery-ui (which may not be complete). Also, brought the jquery libraries to the server, instead of using them as hosted from google. Some browser configurations may have an issue with what they deem to be cross site scripting.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@822 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-29 20:27:12 +00:00 |
|
abijah
|
0c9b945f7b
|
Added pre-submit data verification for invoice and receipt. The checking is pretty thin, but it's a start. I don't want to do more, as I'm sure there are lots of data validation tools out there and would prefer to go that route.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@806 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-28 18:22:13 +00:00 |
|
abijah
|
294aabbb29
|
Removed the lease/customer link from invoice/receipt
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@767 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-24 20:25:09 +00:00 |
|
abijah
|
94188e3f92
|
Fixed bug caused by removal of the ID column from the grid.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@766 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-24 20:12:20 +00:00 |
|
abijah
|
ae1dccfb14
|
Updated help messages to reflect the requirements around first/last/company_name and display_name. Actually, the messages don't make any mention of company_name, but it can be used for display_name as well.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@763 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-24 19:37:19 +00:00 |
|
abijah
|
de9a4acd5d
|
Added ability to create a new customer directly from the move in operation.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@760 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-24 18:44:30 +00:00 |
|
abijah
|
60ec105fca
|
Removed old experimental code
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@758 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-24 08:01:00 +00:00 |
|
abijah
|
73eeba04fe
|
As with last checkin for customer, we now have special coloration for required fields, as well as blank required fields.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@754 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-24 06:53:51 +00:00 |
|
abijah
|
a1bab966ed
|
Added descriptive text to the customer entry page, as well as work to associate labels with the inputs and set their class dynamically, to flag missing required fields.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@753 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-23 23:12:04 +00:00 |
|
abijah
|
5ad28c809b
|
Fixed the relationship field for customer and contact grids.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@750 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-23 19:23:49 +00:00 |
|
abijah
|
1d921358a8
|
Changed statement/ledger entries to defaultly sort by date in descending order. For small lists, ascending order is more logical, but for larger lists, this buries the most relevant items at the very back.
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@739 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-23 01:02:28 +00:00 |
|
abijah
|
9a819c72a8
|
Tidied up where we show transaction ids vs. statement/ledger entry ids
git-svn-id: file:///svn-source/pmgr/branches/pre_0.1_work_20090819@738 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-23 00:54:22 +00:00 |
|
abijah
|
eb019dd9e5
|
Fixed a bug when transitioning to a move-in receipt, and changed the invoice/receipt grids to only contain current customers / active leases. A non-current customer or closed lease can still have a receipt/invoice, the user will just have to go directly to the customer / lease first. OK, so I just checked and that's not true. Perhaps it should be...
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@605 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-17 17:23:50 +00:00 |
|
abijah
|
26d9b1bc38
|
Modified the charges list on the receipt page to have the query performed directly as part of returning the grid data, instead of an intermediary call to get the unreconciled entries first. This not only ensures consistent data, but is quicker, cleaner, and fixes the customer balance bug that seems to have been introduced as part of the change to how customer surplus is handled (although it could have been resolved using the old technique just as well).
git-svn-id: file:///svn-source/pmgr/branches/surplus_account_20090815@570 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-15 23:04:57 +00:00 |
|
abijah
|
8dd6fc957d
|
Fixed url generation since it was not propogating the admin/dev routing items. Also modified the invoice at move in to exclude the customer list, and to transition directly to the receipt page afterwards.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@556 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-14 21:05:36 +00:00 |
|
abijah
|
1d27b4dcb5
|
Many bug fixes, found while entering real facility data. Most are quite minor, although there was a functionality change to assignCredits, to support concessions without assigning them to anything other than rent. I've found that there is a glaring problem with charge reversals, which don't work correctly with the collected report. Of course, we're deleting prior disbursements, which obviously needs to be rectified.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@540 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-12 09:37:49 +00:00 |
|
abijah
|
fc4e812d67
|
More tweaking with grids that need to be reloaded immediately after page load. Fixed a bug with the statement_entry balance field, as there were two of them.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@534 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-11 15:56:40 +00:00 |
|
abijah
|
f82df229f2
|
Modified the statement entries grid, as well as the underlying controller, to support a couple new fields, 'applied' and 'balance'.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@532 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-11 07:27:56 +00:00 |
|
abijah
|
f0693bdc05
|
Whitespace only change
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@524 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-11 01:07:20 +00:00 |
|
abijah
|
4f11e27a76
|
Removed the debug portions of receipt entry, and added a checkbox to allow the user to either keep entering receipts, or have the page automatically transition to the customer page.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@521 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-10 23:57:20 +00:00 |
|
abijah
|
07a2be05f7
|
Added customer since/until fields. Changed the ledger entry grid on the customers page into a receipts grid, and added it to the lease page as well, even though it is for the customer in general, and may include receipts for leases other than the one being viewed. I may put more effort into this later, but for now it solves the problem of getting the receipt tenders visible when viewing the lease.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@509 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-10 00:56:41 +00:00 |
|
abijah
|
1dd0b14861
|
More work with security deposits, reversals, and balances. I've tried to work many different corner cases, but know that not everything has been tested. I think the next steps for testing will be to put in some real data.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@499 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-07 00:10:28 +00:00 |
|
abijah
|
a69a56c715
|
Fixed the button text for new customers
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@497 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-06 18:08:55 +00:00 |
|
abijah
|
8f7cf202e5
|
Fixed the customer selection update for receipts, and added a mechanism to automatically update the oustanding charges grid after entering the receipt.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@496 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-06 18:08:21 +00:00 |
|
abijah
|
9e20473b3b
|
Modified lease and customer views to have the statement & ledger entries sorted in descending date order by default. May not prefer this in the end, but we'll give it a go for a while.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@485 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-04 22:12:32 +00:00 |
|
abijah
|
817b74b085
|
Fixed minor bug that was causing the string 'undefined' to be used as the payment index.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@478 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-03 21:47:24 +00:00 |
|
abijah
|
2c08405d5a
|
Work around for the fact that our implementation has issues with receipts of more than one tender. See the branch statement_ledger_entry_tie_20090802 for more information.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@470 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-08-03 03:45:51 +00:00 |
|
abijah
|
a1a9c7800b
|
Modified how NSF customer surplus items are handled. Instead of creating a negative surplus (which was dumb, but a decent first pass), we just void out the surplus. This drops the surplus off the radar, and in fact may cause confusion since the transaction no longer has enough statement entries to total up correctly. However, it doesn't appear too confusing, especially as tender item names are now decorated with strikethrough when they're NSF (the previous checkin).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@444 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-31 01:40:16 +00:00 |
|
abijah
|
f9635419dd
|
Added transaction stats. Added (possibly unwanted) columns.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@389 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-25 08:06:50 +00:00 |
|
abijah
|
25b7da57f3
|
Made progress adapting the receipt code onto the latest db changes.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@387 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-24 07:43:42 +00:00 |
|
abijah
|
29fe265daa
|
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@386 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-24 05:01:29 +00:00 |
|
abijah
|
769c02a5f1
|
Reverted back to r383.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@385 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-24 04:16:33 +00:00 |
|
abijah
|
476a179e7b
|
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@384 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-24 04:15:39 +00:00 |
|
abijah
|
0bf458f243
|
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@382 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-24 03:58:12 +00:00 |
|
abijah
|
708759765f
|
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@371 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-23 16:53:33 +00:00 |
|
abijah
|
234999b4d2
|
Many, many changes, and yet still much to do. Many things are working, but certainly nothing beyond simply data retrieval (no editing or adding of any data). Also, some work is still required to ensure the grids have the right columns; we can strip out certain columns for some views (such as removing customer from the leases grid of the customer view... completely redundant). And of course, there are still many bugs and lots to clean up.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@368 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-23 01:49:46 +00:00 |
|
abijah
|
93ebc450fe
|
Making progress. Much still to do, but there are hints of functionality finally returning so I'm snapshotting.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716@360 97e9348a-65ac-dc4b-aefc-98561f571b83
|
2009-07-21 10:23:52 +00:00 |
|