Abijah
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f50db1a34b
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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
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2014-03-02 18:26:01 +00:00 |
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Abijah
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f85481c7ec
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Removed the Quickbooks Invoice/Credits, since I created a line item in quickbooks for the credits and enter the whole thing in one shot.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1035 97e9348a-65ac-dc4b-aefc-98561f571b83
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2013-12-05 21:30:24 +00:00 |
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Abijah
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75c635a5ea
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Added customer ID to customer grid
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1034 97e9348a-65ac-dc4b-aefc-98561f571b83
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2013-12-05 02:09:40 +00:00 |
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Abijah
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4cc81c2ebc
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Added ability to re-open a lease
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1033 97e9348a-65ac-dc4b-aefc-98561f571b83
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2013-12-05 02:00:51 +00:00 |
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Abijah
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20df22a002
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Changed sort order on the deposit slip, since date received is not useful to a bank teller.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1032 97e9348a-65ac-dc4b-aefc-98561f571b83
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2013-12-05 01:36:44 +00:00 |
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Abijah
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49a379d799
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Changed column widths, spurred by the deposit slips not showing the item numbers fully, while giving too much room to Type
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1031 97e9348a-65ac-dc4b-aefc-98561f571b83
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2013-12-05 01:31:25 +00:00 |
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Abijah
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98d9849914
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Merge in the hosted_migration_20130215 branch to the v0.3_work branch
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1030 97e9348a-65ac-dc4b-aefc-98561f571b83
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2013-12-05 01:24:21 +00:00 |
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abijah
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20284046c3
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Fixed bug charging customers again when there is not charge through date.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1019 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-11-17 18:20:48 +00:00 |
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abijah
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99a98cbc7d
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Added some minor view tweaks
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1018 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-11-17 18:18:36 +00:00 |
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abijah
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fc9226594c
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Added customer link on the receipts page
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1017 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-08-07 00:14:54 +00:00 |
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abijah
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352bdbbf49
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Fixed non-backward compatible jqGrid issue caused during upgrade from 3.8.x to 4.0.0 (grid.postext.js module is no longer supported and is now a plugin)
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1016 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-08-07 00:11:03 +00:00 |
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abijah
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11fbdf0701
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Upgraded to jqGrid 4.4.0
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1015 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-08-06 17:57:49 +00:00 |
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abijah
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2519f4c8a7
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Added support for account name and number on the deposit slips
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1014 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-08-06 17:33:21 +00:00 |
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abijah
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b6ed57c02c
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Checking in changes from some time ago, changing the reports screen to give direct Quickbooks invoice and credits info.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1013 97e9348a-65ac-dc4b-aefc-98561f571b83
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2012-06-14 01:32:44 +00:00 |
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abijah
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4dffa540a0
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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
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2011-05-11 19:19:08 +00:00 |
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abijah
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3d1c4d2492
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Added income / expense reports that produce results suitable for entry into quickbooks as per the current paradigm
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1009 97e9348a-65ac-dc4b-aefc-98561f571b83
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2011-03-30 16:57:28 +00:00 |
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abijah
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c4f6f76edb
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Fixed a bug with 2 digit years
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1003 97e9348a-65ac-dc4b-aefc-98561f571b83
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2011-01-08 01:26:04 +00:00 |
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abijah
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d95045cb15
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Modified the grid search to support standard date formats, with a bit of a kludge by applying it to fields that end with _date or stamp.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1002 97e9348a-65ac-dc4b-aefc-98561f571b83
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2011-01-08 00:56:15 +00:00 |
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abijah
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0c95431128
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Changed lease status to LATE after the customer is actually late, instead of when late charges start to apply.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1001 97e9348a-65ac-dc4b-aefc-98561f571b83
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2011-01-08 00:53:40 +00:00 |
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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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954f0d7968
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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
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2010-07-02 22:19:55 +00:00 |
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abijah
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920dba3a4d
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Modified a couple reports to have url control over the period
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@997 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 22:05:24 +00:00 |
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abijah
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fff2e84fb1
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Updated to include total leases / past leases
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@996 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 21:43:34 +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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112a128492
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Minor change to the display and sort order of unit sizes
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@992 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 13:38:38 +00:00 |
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abijah
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d96145530c
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Minor update to support the 'IN' search type, avoid wrapping floating point in CDATA, and to support the grid request for multiple pages.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@991 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-07-02 13:27:35 +00:00 |
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abijah
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a602fce3ab
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Added override function for counting the results. This is needed because the 'Unpaid Charges' report was returning a crazy large number of entries. Although I know this quick and dirty hack works for that report, I haven't checked or tested to see if this might cause issues in other areas.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@985 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-04-14 04:24:13 +00:00 |
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abijah
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6849c2caae
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Added possible fix for this problem with sandbox/devbox themes that use a font size so large, it creates usability issues.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@984 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-04-14 03:34:01 +00:00 |
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abijah
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b83c870eed
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Merge in bugfix from v0.2_work
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@982 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-04-02 13:08:41 +00:00 |
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abijah
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11b54588ff
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Changed the invoice page to redirect back to the customer view, which is typically more of interest than the lease view
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@980 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-04-02 12:24:34 +00:00 |
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abijah
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214aa4d348
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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
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2010-03-31 20:10:21 +00:00 |
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abijah
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f281295084
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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
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2010-03-31 20:07:29 +00:00 |
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abijah
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68cbca5e28
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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
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2010-03-31 19:49:56 +00:00 |
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abijah
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4892143c0c
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On move-out, redirecting back to the customer instead of the closed lease
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@976 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-31 19:45:45 +00:00 |
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abijah
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1be8df7a75
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Fixed a sorting issue (depending on point of view). When sorting by date, or effective date, I find it useful to have the next order of sort be entry ID, so they can be viewed in the order actually entered. Ideally, we'll get to a 4 date system: charge-from date, charge-to date, effective date (whatever date the user feels is the right date for the transaction), and _actual_ date, which is the true and correct entry date/time and _not_ user settable. The names of each may need to be different, but that's where we need to head, in which case, we would sort on actual date instead of entry-id.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@975 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-30 16:02:43 +00:00 |
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abijah
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285c682b1e
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Added ability to see the customer when listing transactions
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@974 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-30 15:57:54 +00:00 |
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abijah
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3acdec1458
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Merge in from v0.2.3, a housekeeping release
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@970 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 04:38:59 +00:00 |
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abijah
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e0b41ca4f7
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Trivial release for housekeeping only
git-svn-id: file:///svn-source/pmgr/tags/v0.2.3@968 97e9348a-65ac-dc4b-aefc-98561f571b83
v0.2.3
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2010-03-12 04:27:12 +00:00 |
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abijah
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780c614c78
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Brought all notes to a top level directory, and got rid of the VSS database sql file. It has moved to its own repository: /svn/vss
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@967 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 04:24:38 +00:00 |
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abijah
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f49a23b2fd
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Brought all notes to a top level directory, and got rid of the VSS database sql file. It has moved to its own repository: /svn/vss
git-svn-id: file:///svn-source/pmgr/branches/v0.2_work@967 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 04:24:38 +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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48631cffee
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Fixed a bug that was causing some lease charge_through_date fields to be NULL, which in turn caused additional charges to be added in error when assessing charges. The problem was that we were looking for statement entry charges that were not followed by other statement entries the next month. The intention was to locate rent charges that were not matched by a rent charge the following month, but we were looking for any type of statement entry. The presently visible problem was with a disbursement the next month on Lease #21, leaving NO last charge, not even just the wrong date. However, the issue could even be as simple as a Cleaning charge the next month, so we now filter not only for charges, but rent charges.
git-svn-id: file:///svn-source/pmgr/branches/v0.2_work@963 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 03:48:03 +00:00 |
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abijah
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68e6dc2d20
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Fixed the monthly charges report to only reflect income accounts (not things like security deposits). Also, by restricting to charges, the report was neglecting things like reversals, leaving the totals skewed. Thefore, the 'CHARGES' restriction was removed and replaced with the much more appropriate chargeDisbursementFields() function, which dumps fields that tabulate correctly.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@962 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 02:21:57 +00:00 |
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abijah
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2f2a4642fb
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Changed the monthly charge report to limit itself to 11 months (plus the current month), and to sort in reverse order, keeping the most relevant month at the top.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@961 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 02:02:42 +00:00 |
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abijah
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2602a6fa7c
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Added a lease up report
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@960 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 01:51:32 +00:00 |
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abijah
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2489b67542
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Forgot to add the report views for the last two checkins :-/
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@959 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 01:31:05 +00:00 |
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abijah
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821ffc4726
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Added Monthly Charges report. Also, added a new area to the menu specifically for reports.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@958 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-12 00:38:34 +00:00 |
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abijah
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7770f13bf3
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Added a Unit overview action. It's a bit quick and dirty, but it's intended for admins only.
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@957 97e9348a-65ac-dc4b-aefc-98561f571b83
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2010-03-11 23:40:47 +00:00 |
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