abijah
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0de0c7d5d7
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Fixed the button text for new customers
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@497 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:55 +00:00 |
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abijah
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a2aa612a5e
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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/site@496 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 18:08:21 +00:00 |
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abijah
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ad4e194bf9
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Added ability to edit a unit, except for sort/walk order. To handle those things we'll need to: save unit's old sort/walk position; adjust down (by one) all unit positions greater than the old position; adjust up (by one) all unit positions greater than or equal to the new unit position; update the unit's position. I'm not going to worry about it right now.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@494 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 09:27:09 +00:00 |
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abijah
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a5e7366cac
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Implemented refund, at least for the most part. Minor testing, but looks promising. Because of this change the customer account entries grid appears odd, with a refunds showing up as a 'Charge'. So, I'm toying with the idea of having entries show up as customer 'Debits' and 'Credits'. I don't know if this will cause user confusion, but we'll play with it for a while and see. It actually reminds me a bit (coming full circle) of the earliest implementations, which kept track of a lease on its own account/ledger, in which credit/debit would be the exact correct terms.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@493 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 05:11:58 +00:00 |
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abijah
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bd85ce9f51
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Added ability to format currency without a dollar sign (i.e. in raw numerical format).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@492 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-06 05:04:34 +00:00 |
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abijah
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adc901b7e7
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Several changes in an effort to support charge reversals. I can't imagine this is all working flawlessly, as I'm not quite sure how it even _should_ work.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@490 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 07:54:57 +00:00 |
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abijah
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6a7a784cb6
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Discovered that the use of the term 'Payment' has been a misnomer. A company uses the term payment to indicate the monies it pays to _others_. Changing this leaves us without a good replacement term, but disbursement really seems to fit the bill. As comfortable as the term payment was, it was odd in many respects and disbursement does seem more appropriate. I'm sure there are several lingering bugs from this massive search/replace exercise, but this is a decent baseline for the change.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@488 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 01:00:09 +00:00 |
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abijah
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7c9637ae35
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Added a more descriptive fieldname for statement entry views. Instead of Transaction, it will be Receipt, Invoice, Deposit, etc.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@487 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-05 00:06:46 +00:00 |
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abijah
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5d934f756f
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Brought the bad debt write-off functionality up to date. I'm not entirely convinced that calling it a receipt is such a good idea, but bad debt is certainly a non-normal case, and we can work on this later if need be.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@486 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 23:25:31 +00:00 |
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abijah
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6904320e4e
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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/site@485 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:12:32 +00:00 |
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abijah
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17297beb65
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Undid the change from r401, since it wasn't being used and was interferring with the specification of sort_column. If we really want that functionality, we can add it in when needed and come up with a more general solution for view specific sorting as well.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@484 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 22:09:18 +00:00 |
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abijah
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2ddcdf9419
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Even with all the effort put into getting the counts right on the customers grid, it still didn't work right. The root of the problem is the join to CurrentLease, which can result in multiple rows for the same customer. I can revisit this in the future to put some clever solution back in, but in the meantime, it was easiest just to add fields to the customers table, and simply update it whenever the customer lease situation changes. I don't like it... but it just made life much simpler.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@481 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-04 19:25:39 +00:00 |
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abijah
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09e650d841
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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/site@478 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 21:47:24 +00:00 |
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abijah
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fe66241ca1
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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/site@470 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-08-03 03:45:51 +00:00 |
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abijah
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1c2c2b457c
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More work on handling security deposit utilizations. This is headed in the right direction, but unfortunately, there is a problem if the security deposits have not been paid. I could just ignore it, because it's a low priority problem, but I think the solution might be to just provide a waiver on the unpaid charges. Since I need to implement fee waivers anyway, I'll just move onto that next, and then finish out the security deposit work.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@463 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 21:11:00 +00:00 |
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abijah
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8f79f0401f
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Added a way to associate the meaningful part of NSF with the corresponding tender.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@456 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 18:10:48 +00:00 |
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abijah
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33a677431f
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Some cleanup from the last checkin
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@452 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 16:48:27 +00:00 |
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abijah
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9bd37ba282
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Added the ability to perform partial deposits. After this checkin, I'll clean up some of the commented out sections of things that we're attempted to get this all working.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@451 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 16:41:56 +00:00 |
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abijah
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3c390d940f
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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/site@444 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:40:16 +00:00 |
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abijah
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237b0a901f
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Shrunk the comment column in half, since it's usually empty. All we really need is an easy way to spot that there is a comment, and the user can hover or widen the column as needed.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@442 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:35:45 +00:00 |
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abijah
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393d9c9d77
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Removed the Tender column from grids where the account does not support payments and so the ledger entries should never have a Tender anyway (except for our special case Closing account, which is fine to ignore).
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@441 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-31 01:34:45 +00:00 |
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abijah
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fbfc973dad
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Included a possible mechanism for including the nsf ledger entries when viewing a tender
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@432 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 21:06:02 +00:00 |
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abijah
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e7e3dbc559
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Modified the filtering behavior; A filter specified as 'Table.field' results in the obvious split (Table, field); 'Table' results in (Table, id); 'field' results in (ModelTable, field). Fixed a bug in the app controller which was allowing 'fields' to leak into the top level of 'link'
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@430 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 19:45:19 +00:00 |
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abijah
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25e3c87213
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Got the ledger closings to work again. This seems to work ok, although I notice closing the ledger after deposit results in a balance forward entry of $0.00 . I'll work on it next
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@421 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-30 01:59:10 +00:00 |
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abijah
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eb209a455b
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Disabled submission of tender types that have no items
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@420 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 23:25:26 +00:00 |
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abijah
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a8862ea3fd
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Moved deposit creation to the transactions controller. Added the ability to view prior deposit slips.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@418 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 23:17:00 +00:00 |
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abijah
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f6a93af27d
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Added a minimum age feature to the date formatting. It's not really a perfect solution, but it's working for our needs at the moment.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@417 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 23:16:26 +00:00 |
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abijah
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362226183e
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Changed the deposit to use a grouped double entry instead of individual ones for each tender deposited
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@414 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 10:10:11 +00:00 |
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abijah
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438610bdf9
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Added customer association to each tender
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@413 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 09:33:29 +00:00 |
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abijah
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cdf6ce86e3
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Re-implemented the deposit functionality. This is mostly working, although I'd like to get customer added to the tenders table, and probably change to a single deposit ledger entry for each tender type. A single entry would require that all tender types have been recorded to the same account, something that isn't mandated at the present, but is likely to be true most of the time. Perhaps they could just be grouped by account id, which should work in all cases and yet align with tender type 99% of the time. I'll have to think about it.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@412 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 08:55:09 +00:00 |
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abijah
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e23413b4d8
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Cleaned up some of the old code concerning the deposit action. It's not done, as I'll next be experimenting with having the tenders controller handle deposits.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@410 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 02:43:30 +00:00 |
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abijah
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3a6964c4bf
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Added more information to the tender grid, and a new query to return depositable types
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@409 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 02:41:50 +00:00 |
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abijah
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9d35ed1aa9
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Added the debug class to the debug grid query link, so that it doesn't show on print media.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@405 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 01:43:08 +00:00 |
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abijah
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6cd0a1378d
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Added a print media CSS file, and fixed the jqGrid print problem of truncating the table to a single page. Also, used the opportunity to disable printing of the side menu and the debug toolkit, as well as some more jqGrid cleanup.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@403 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-29 01:41:34 +00:00 |
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abijah
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1d6c7436d4
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Got the collected reports working again. NSF hasn't been tested yet, because NSF entry is not yet working.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@402 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-28 16:08:15 +00:00 |
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abijah
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aa0a60ea2b
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Modified the grid helper to allow a view to directly specify custom post data without wiping out any custom post data set by the element. It's not been used or tested.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@401 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-28 16:07:34 +00:00 |
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abijah
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8e720dbfec
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Added a rent column to the units list
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@395 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-28 01:17:09 +00:00 |
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abijah
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7a42bee8ef
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Added transaction stats. Added (possibly unwanted) columns.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@389 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-25 08:06:50 +00:00 |
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abijah
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b820929ddc
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Made progress adapting the receipt code onto the latest db changes.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@387 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 07:43:42 +00:00 |
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abijah
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743ff52e59
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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/site@386 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 05:01:29 +00:00 |
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abijah
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efb4655786
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Reverted back to r383.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@385 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 04:16:33 +00:00 |
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abijah
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7c34c7faff
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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/site@384 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 04:15:39 +00:00 |
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abijah
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a4dff8a6ed
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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/site@382 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 03:58:12 +00:00 |
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abijah
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446ba0ce28
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Added a much more user friendly way to present the data1-4 labels for each type, now that we have a tender_types table. Still not a perfect solution, but definitely good enough for now. Modified the application to recognize the new tender_types table. There may be other modifications necessary, but this gets the most obvious spot.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@378 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-24 02:07:43 +00:00 |
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abijah
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4cab2c09c1
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Fixed some minor display issues and tweaks to compensate for the new stats() algorithm. More are necessary, I'm sure.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@375 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 23:54:40 +00:00 |
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abijah
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5cf40147d9
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First pass implementation at generating an invoice, which seems to be working. Largely untested, but worth checking in. Next is to get receipts using the same algorithm, and after that will be to work on a reconciling mechanism, creating payments, and matching them to charges. This checkin includes an additional customer_id fields as part of the transactions table. I think it was an oversight not to be there, as we need some way to keep track of monies which have been paid by a customer, yet not applied. If there is a different way to do it (short of actually having each ledger entry hold customer_id), it escapes me at the moment.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@372 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 21:24:49 +00:00 |
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abijah
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4a94fc3798
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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/site@371 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 16:53:33 +00:00 |
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abijah
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25bc1607cc
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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/site@368 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-23 01:49:46 +00:00 |
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abijah
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368b730744
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Added automagic filtering capability to the app controller. Also, lumped all items needing serialization into a single 'post' item, instead of continuing to piecemeal each added post item. There will be some changes required to some controllers, since custom post data has changed location, but it should be minor. To make use of the new filtering methods, each view will have to set the 'filter' parameter at the time of grid setup.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@365 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-22 23:31:41 +00:00 |
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abijah
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b641dc98ec
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Renamed jqGridData functions to be just gridData. Restructured the virtual function calls with an anticipated need for gridDataCount to be overridden as a whole, instead of just overriding the individual pieces.
git-svn-id: file:///svn-source/pmgr/branches/yafr_20090716/site@361 97e9348a-65ac-dc4b-aefc-98561f571b83
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2009-07-22 17:06:44 +00:00 |
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