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34 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
8dd64f60bc Fixed a confusion over the usage of the 'opposite' function, which was converting, for example, from 'ASSET' to 'credit'. However, it seemed like it could be used to convert from 'debit' to 'credit', but it didn't work that way. So, I modified it to do so, and made things a bit more robust by making the comparisons case insensitive. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@164 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-18 03:43:05 +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
1fbc452581 Changed the unreconciled transaction list to always include 'debit' or 'credit', even if the user specifically requests one or the other. Handling it as a special case everywhere was bothering me. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@162 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 19:12:22 +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
45ae013e99 Removed remnants of the Containable behavior (which we've already put into the application model. Modified the account model to look for all unreconciled transactions, not just those from the current ledger. Added a mechanism to find unreconciled transactions up the chain, including lease and customer. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@159 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 09:00:38 +00:00
abijah
16126b7b6e Fairly decent first pass at determining which ledger entries have not yet been reconciled for an account. I'm using the current ledger only, which I'm sure is not what we want. Since it works though, it's worth checking in. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@158 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-17 08:32:53 +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
cb02b9e1e0 Further tweaking to the linkable behavior, first by fixing the $efields addition from the last checkin of this file, and second by fixing a problem with linking onto a HABTM relationship, since the alias was coming out screwy (although this issue was hacked by using 'table' to determine the class and alias). 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@151 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 21:39:27 +00:00
abijah
76e9b7590f Working version of the Linkable behavior that allows for a HABTM joining table to have an alias specified (thus allowing more than one instance in a query). I don't like the $efields bit though, and will change that on the next checkin. Don't want to lose a working version though! 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@148 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 17:19:07 +00:00
abijah
8db9b90157 Removed another unnecessary field 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@144 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 04:47:38 +00:00
abijah
33b7d3d67d Removed what I believe to be unnecessary fields from the contacts model, since they should be determinable by convention. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@143 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-16 02:24:39 +00:00
abijah
e9dd1366bc Further work on the linkable behavior, since it wasn't working right with aliases. It doesn't help matters that models are instantiated from the model associations with their own alias. Thus, the priority of a tables alias is 1) 'alias' as defined in the 'link' structure'; 2) alias member of the model instance; 3) class name of the model instance. I may need to revisit this work later, since while typing these comments I managed to enlighten myself on the alias scheme. But it does seem to work for now. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@140 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-15 23:06:27 +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
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
323c88a669 Added a primary contact for each customer, as there must be someone (or some entity) to contact for every customer. This simply makes it explicit, and has the added benefit of being easier to work with when querying. 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@104 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-13 04:19:19 +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
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
3dcd83229b Fixed problem with relationships that are defined soley on the 'conditions' part of the association, and not on 'foreignKey' (which is allowed to be 'false'). 
git-svn-id: file:///svn-source/pmgr/branches/ledger_transactions_20090605/site@80 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-10 02:31:49 +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
f48e7d8907 Removed the named table alias from each of the HABTM joins, since we don't know in advance what name will be used in the actual join 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@51 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 04:29:26 +00:00
abijah
991b5a3317 Performed cleanup, and started the thought process of figuring out how to use one link table multiple times in the same query. My changes worked actually, but I want to wait on this to see if I can figure out if there is already a core solution (since it seems likely that things behaving like a tree would have one table used multiple times in the same query... although they probably get around that by running 100 different queries come to think of it). 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@50 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-06-01 04:27:34 +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
abijah
ce252f2e70 Changed how fields are handled, so that they are all included by default and the user is not forced to specify them. This works with paginate, but the additional fields are requested in the count query. Would like to resolve this, but it doesn't seem to be confusing paginate. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@46 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-31 18:27:21 +00:00
abijah
4b857ff11f Testing out a possible model behavior called linkable. I may not go this route, but I'll just delete it if not. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@45 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-31 17:02:41 +00:00
abijah
8f4f3c054e Moved the unit status logic into the model where it belongs. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@30 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 22:09:04 +00:00
abijah
1249854514 Added support for querying only occupied or vacant units. It's working at the moment, but I'll probably move some more logic to the controller next. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@29 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 21:52:14 +00:00
abijah
7805e4d229 Added preliminary support for units. The queries are giving me a heck of a time, so I've cheated in some places. For the most part though, it's working. Also, something went wrong with svn, and view/contacts/view.ctp was not right (a checkin seems to have been omitted on it). This checking brings it up to date. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@28 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 11:26:09 +00:00
abijah
bcec2a9891 Added more models 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@24 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 09:27:29 +00:00
abijah
e772ff8755 Fixed duplicate row entries and other paginate issues. The fix might be a hack, but it works for now. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@23 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 09:07:53 +00:00
abijah
47d362750e Added phone and address models as well as outputing them to the view. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@16 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 06:31:07 +00:00
abijah
47af64aefe Very, very early snapshot. Some models are working, and I have a controller for testing. Everything is subject to change. I _do_ have a working tenant ledger though, so it's worth a snapshot. 
git-svn-id: file:///svn-source/pmgr/branches/initial_20090526/site@15 97e9348a-65ac-dc4b-aefc-98561f571b83
 2009-05-28 05:49:03 +00:00