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8 Commits

Author SHA1 Message Date
Abijah
8249ecc5cd Fixed defect found from visual inspection
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1037 97e9348a-65ac-dc4b-aefc-98561f571b83
2014-03-03 03:05:03 +00:00
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
f85481c7ec 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
2013-12-05 21:30:24 +00:00
Abijah
75c635a5ea Added customer ID to customer grid
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1034 97e9348a-65ac-dc4b-aefc-98561f571b83
2013-12-05 02:09:40 +00:00
Abijah
4cc81c2ebc Added ability to re-open a lease
git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1033 97e9348a-65ac-dc4b-aefc-98561f571b83
2013-12-05 02:00:51 +00:00
Abijah
20df22a002 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
2013-12-05 01:36:44 +00:00
Abijah
49a379d799 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
2013-12-05 01:31:25 +00:00
Abijah
98d9849914 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
2013-12-05 01:24:21 +00:00
11 changed files with 172 additions and 40 deletions

View File

@@ -272,25 +272,25 @@ class AppController extends Controller {
$this->addSideMenuLink('Unpaid Charges', $this->addSideMenuLink('Unpaid Charges',
array('controller' => 'statement_entries', 'action' => 'unpaid'), null, array('controller' => 'statement_entries', 'action' => 'unpaid'), null,
'REPORT'); 'REPORT');
$this->addSideMenuLink('Lease Up',
array('controller' => 'leases', 'action' => 'overview'), null,
'REPORT');
$this->addSideMenuLink('Unit Summary', $this->addSideMenuLink('Unit Summary',
array('controller' => 'units', 'action' => 'overview'), null, array('controller' => 'units', 'action' => 'overview'), null,
'REPORT'); 'REPORT');
$this->addSideMenuLink('Lease Up',
array('controller' => 'leases', 'action' => 'overview'), null,
'REPORT');
/* $this->addSideMenuLink('Monthly Income', */ /* $this->addSideMenuLink('Monthly Income', */
/* array('controller' => 'statement_entries', 'action' => 'incomebymonth'), null, */ /* array('controller' => 'statement_entries', 'action' => 'incomebymonth'), null, */
/* 'REPORT'); */ /* 'REPORT'); */
/* $this->addSideMenuLink('Monthly Expenses', */ /* $this->addSideMenuLink('Monthly Expenses', */
/* array('controller' => 'statement_entries', 'action' => 'expensebymonth'), null, */ /* array('controller' => 'statement_entries', 'action' => 'expensebymonth'), null, */
/* 'REPORT'); */ /* 'REPORT'); */
$this->addSideMenuLink('Quickbook Invoice', /* $this->addSideMenuLink('Quickbook Invoice', */
array('controller' => 'statement_entries', 'action' => 'incomebymonth', 4, 1), null, /* array('controller' => 'statement_entries', 'action' => 'incomebymonth', 4, 1), null, */
'REPORT'); /* 'REPORT'); */
$this->addSideMenuLink('Quickbook Credits', /* $this->addSideMenuLink('Quickbook Credits', */
array('controller' => 'statement_entries', 'action' => 'expensebymonth', 4, 0), null, /* array('controller' => 'statement_entries', 'action' => 'expensebymonth', 4, 0), null, */
'REPORT'); /* 'REPORT'); */
$this->addSideMenuLink('Monthly Net', $this->addSideMenuLink('Monthly Income',
array('controller' => 'statement_entries', 'action' => 'netbymonth'), null, array('controller' => 'statement_entries', 'action' => 'netbymonth'), null,
'REPORT'); 'REPORT');
} }
@@ -539,6 +539,9 @@ class AppController extends Controller {
// Retreive the appropriate subset of data // Retreive the appropriate subset of data
$records = $this->gridDataRecords($params, $model, $pagination); $records = $this->gridDataRecords($params, $model, $pagination);
// If subtotaling, figure out the running total before pagination...
$this->gridDataRecordsRunningSubtotal($params, $model, $pagination);
// Post process the records // Post process the records
$this->gridDataPostProcess($params, $model, $records); $this->gridDataPostProcess($params, $model, $records);
@@ -1035,6 +1038,53 @@ class AppController extends Controller {
return $model->find($type, $query); return $model->find($type, $query);
} }
function gridDataRecordsRunningSubtotal(&$params, $model, $pagination) {
// REVISIT <AP>: 20090722
// Horrible solution to something that should be done
// in SQL. Doesn't really work, but for a grid that contains
// ALL records, and is sorted on the correct field, it does
// actually work.
//
// If this function worked correctly, this mechanism would also
// work for grids that did not contain ALL records.
$subtotals = array();
foreach ($params['post']['fields'] AS $field) {
if (preg_match('/subtotal-(.*)$/', $field, $matches))
$subtotals[] = array('field' => $matches[1],
'name' => $field,
'amount' => 0);
}
// This part, if functioning, should do a sub-total off all records
// that are not part of the grid, instead of starting at zero, so that
// the totals come out correctly for the each record entry.
/* $pagination['start'] = $pagination['start'] + $pagination['limit']; */
/* $pagination['limit'] = 10000000; */
/* // Retreive the appropriate subset of data */
/* $params_copy = $params; */
/* $records = $this->gridDataRecords($params_copy, $model, $pagination); */
/* foreach ($records AS &$record) { */
/* foreach ($subtotals AS &$subtotal) { */
/* $field = $subtotal['field']; */
/* if (preg_match("/\./", $field)) { */
/* list($tbl, $col) = explode(".", $field); */
/* $record['subtotal-'.$tbl][$col] = */
/* ($subtotal['amount'] += $record[$tbl][$col]); */
/* } */
/* else { */
/* $record[$model->alias]['subtotal-'.$field] = */
/* ($subtotal['amount'] += $record[$model->alias][$field]); */
/* } */
/* } */
/* } */
$params['subtotals'] = $subtotals;
}
/************************************************************************** /**************************************************************************
************************************************************************** **************************************************************************
@@ -1085,15 +1135,11 @@ class AppController extends Controller {
// REVISIT <AP>: 20090722 // REVISIT <AP>: 20090722
// Horrible solution to something that should be done // Horrible solution to something that should be done
// in SQL. But, it works for now, so what the heck... // in SQL. Doesn't really work, but for a grid that contains
// ALL records, and is sorted on the correct field, it does
// actually work.
$subtotals = array(); $subtotals = $params['subtotals'];
foreach ($params['post']['fields'] AS $field) {
if (preg_match('/subtotal-(.*)$/', $field, $matches))
$subtotals[] = array('field' => $matches[1],
'name' => $field,
'amount' => 0);
}
foreach ($records AS &$record) { foreach ($records AS &$record) {
foreach ($subtotals AS &$subtotal) { foreach ($subtotals AS &$subtotal) {

View File

@@ -334,15 +334,6 @@ class LeasesController extends AppController {
* - Closes a lease to any further action * - Closes a lease to any further action
*/ */
// REVISIT <AP>: 20090809
// While cleaning up the sitelink data, then delete reldep()
function reldep($id) {
$this->Lease->id = $id;
$stamp = $this->Lease->field('moveout_date');
$this->Lease->releaseSecurityDeposits($id, $stamp);
$this->redirect(array('action'=>'view', $id));
}
function close($id) { function close($id) {
// REVISIT <AP>: 20090708 // REVISIT <AP>: 20090708
// We should probably seek confirmation first... // We should probably seek confirmation first...
@@ -355,6 +346,21 @@ class LeasesController extends AppController {
$this->redirect(array('action'=>'view', $id)); $this->redirect(array('action'=>'view', $id));
} }
/**************************************************************************
**************************************************************************
**************************************************************************
* action: open
* - Re-opens a lease for further action
*/
function open($id) {
// REVISIT <AP>: 20131204
// We should probably seek confirmation first, since this wipes out
// the old close date, with no way to restore that date.
$this->Lease->reopen($id);
$this->redirect(array('action'=>'view', $id));
}
/************************************************************************** /**************************************************************************
************************************************************************** **************************************************************************
@@ -574,12 +580,17 @@ class LeasesController extends AppController {
$this->addSideMenuLink('Write-Off', $this->addSideMenuLink('Write-Off',
array('action' => 'bad_debt', $id), null, array('action' => 'bad_debt', $id), null,
'ACTION'); 'ACTION');
}
if ($this->Lease->closeable($id)) if ($this->Lease->closeable($id))
$this->addSideMenuLink('Close', $this->addSideMenuLink('Close',
array('action' => 'close', $id), null, array('action' => 'close', $id), null,
'ACTION'); 'ACTION');
}
if ($this->Lease->isClosed($id))
$this->addSideMenuLink('Re-Open',
array('action' => 'open', $id), null,
'ACTION');
// Prepare to render // Prepare to render
$title = 'Lease: #' . $lease['Lease']['id']; $title = 'Lease: #' . $lease['Lease']['id'];

View File

@@ -93,7 +93,8 @@ class TransactionsController extends AppController {
$fields[] = ("IF(Transaction.type = 'DEPOSIT'," . $fields[] = ("IF(Transaction.type = 'DEPOSIT'," .
" COUNT(DepositTender.id)," . " COUNT(DepositTender.id)," .
" COUNT(StatementEntry.id)) AS entries"); " COUNT(StatementEntry.id)) AS entries");
return $fields; return array_merge($fields,
$this->Transaction->LedgerEntry->debitCreditFields(false, true, 'Transaction'));
} }
function gridDataConditions(&$params, &$model) { function gridDataConditions(&$params, &$model) {

View File

@@ -728,6 +728,53 @@ class Lease extends AppModel {
} }
/**************************************************************************
**************************************************************************
**************************************************************************
* function: reopen
* - Re-Opens the lease for further action
*/
function reopen($id) {
$this->prEnter(compact('id'));
if (!$this->isClosed($id))
return $this->prReturn(false);
// Reset the data
$this->create();
$this->id = $id;
// Set the close date
$this->data['Lease']['close_date'] = null;
// Save it!
$this->save($this->data, false);
// Update the current lease count for the customer
$this->Customer->updateLeaseCount($this->field('customer_id'));
return $this->prReturn(true);
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: isClosed
* - Checks to see if the lease is closed
*/
function isClosed($id) {
$this->prEnter(compact('id'));
$this->recursive = -1;
$this->read(null, $id);
return $this->prReturn(!empty($this->data['Lease']['close_date']));
}
/************************************************************************** /**************************************************************************
************************************************************************** **************************************************************************
************************************************************************** **************************************************************************

View File

@@ -157,13 +157,14 @@ echo $this->element('contacts', array
/********************************************************************** /**********************************************************************
* Customer Account History * Customer Statement History
*/ */
echo $this->element('statement_entries', array echo $this->element('statement_entries', array
(// Grid configuration (// Grid configuration
'config' => array 'config' => array
('caption' => 'Customer Statement', ('caption' => 'Customer Statement',
'grid_setup' => array('hiddengrid' => true),
'filter' => array('Customer.id' => $customer['Customer']['id'], 'filter' => array('Customer.id' => $customer['Customer']['id'],
'type !=' => 'VOID'), 'type !=' => 'VOID'),
//'include' => array('Sub-Total'), //'include' => array('Sub-Total'),
@@ -171,6 +172,28 @@ echo $this->element('statement_entries', array
))); )));
/**********************************************************************
* Customer Transaction History
*/
echo $this->element('transactions', array
(// Grid configuration
'config' => array
('caption' => 'Balance History',
'limit' => 10000,
'limitOptions' => array('10000'),
'sort_column' => 'Timestamp',
'sort_order' => 'ASC',
'grid_setup' => array('hiddengrid' => true),
'filter' => array('Customer.id' => $customer['Customer']['id']),
'include' => array('Comment', 'PosNeg', 'Balance'),
'exclude' => array('Amount', 'Entries'),
'remap' => array(//'ID' => 'Invoice',
'PosNeg' => 'Amount',
//'Entries' => 'Charges',
),
)));
/* End "detail supporting" div */ /* End "detail supporting" div */
echo '</div>' . "\n"; echo '</div>' . "\n";

View File

@@ -2,6 +2,7 @@
// Define the table columns // Define the table columns
$cols = array(); $cols = array();
$cols['Customer'] = array('index' => 'Customer.id', 'formatter' => 'id');
$cols['Relationship'] = array('index' => 'ContactsCustomer.type', 'formatter' => 'enum'); $cols['Relationship'] = array('index' => 'ContactsCustomer.type', 'formatter' => 'enum');
$cols['Name'] = array('index' => 'Customer.name', 'formatter' => 'longname'); $cols['Name'] = array('index' => 'Customer.name', 'formatter' => 'longname');
$cols['Last Name'] = array('index' => 'PrimaryContact.last_name', 'formatter' => 'name'); $cols['Last Name'] = array('index' => 'PrimaryContact.last_name', 'formatter' => 'name');

View File

@@ -113,7 +113,7 @@ foreach ($fields AS $field => $config) {
if (isset($config['with_value_after'])) if (isset($config['with_value_after']))
$value = $value . $config['with_value_after']; $value = $value . $config['with_value_after'];
elseif (isset($with_value_after)) elseif (isset($with_value_after))
$value = $valeu . $with_value_after; $value = $value . $with_value_after;
$cells[] = $value; $cells[] = $value;
if ($include_after) { if ($include_after) {

View File

@@ -130,12 +130,12 @@ foreach ($jqGridColumns AS $header => &$col) {
elseif ($col['formatter'] === 'currency') { elseif ($col['formatter'] === 'currency') {
// Use our custom formatting for currency // Use our custom formatting for currency
$col['formatter'] = array('--special' => 'currencyFormatter'); $col['formatter'] = array('--special' => 'currencyFormatter');
$default['width'] = 85; $default['width'] = 65;
$default['align'] = 'right'; $default['align'] = 'right';
} }
elseif ($col['formatter'] === 'date') { elseif ($col['formatter'] === 'date') {
$default['formatoptions'] = array('newformat' => 'm/d/Y'); $default['formatoptions'] = array('newformat' => 'm/d/Y');
$default['width'] = 95; $default['width'] = 90;
$default['align'] = 'center'; $default['align'] = 'center';
} }
elseif (preg_match("/^(long|short)?name$/", elseif (preg_match("/^(long|short)?name$/",

View File

@@ -5,7 +5,7 @@ $cols = array();
$cols['Date'] = array('index' => 'Transaction.stamp', 'formatter' => 'date'); $cols['Date'] = array('index' => 'Transaction.stamp', 'formatter' => 'date');
$cols['Customer'] = array('index' => 'Customer.name', 'formatter' => 'longname'); $cols['Customer'] = array('index' => 'Customer.name', 'formatter' => 'longname');
$cols['Item'] = array('index' => 'Tender.name', 'formatter' => 'longname'); $cols['Item'] = array('index' => 'Tender.name', 'formatter' => 'longname');
$cols['Type'] = array('index' => 'TenderType.name', 'formatter' => 'name'); $cols['Type'] = array('index' => 'TenderType.name', 'formatter' => 'shortname');
$cols['Comment'] = array('index' => 'Tender.comment', 'formatter' => 'comment'); $cols['Comment'] = array('index' => 'Tender.comment', 'formatter' => 'comment');
$cols['Amount'] = array('index' => 'LedgerEntry.amount', 'formatter' => 'currency'); $cols['Amount'] = array('index' => 'LedgerEntry.amount', 'formatter' => 'currency');
$cols['Sub-Total'] = array('index' => 'subtotal-LedgerEntry.amount', 'formatter' => 'currency'); $cols['Sub-Total'] = array('index' => 'subtotal-LedgerEntry.amount', 'formatter' => 'currency');

View File

@@ -11,9 +11,11 @@ $cols['ID'] = array('index' => 'Transaction.id', 'formatter' =
$cols['Type'] = array('index' => 'Transaction.type', 'formatter' => 'enum'); $cols['Type'] = array('index' => 'Transaction.type', 'formatter' => 'enum');
$cols['Customer'] = array('index' => 'Customer.name', 'formatter' => 'longname'); $cols['Customer'] = array('index' => 'Customer.name', 'formatter' => 'longname');
$cols['Timestamp'] = array('index' => 'Transaction.stamp', 'formatter' => 'date'); $cols['Timestamp'] = array('index' => 'Transaction.stamp', 'formatter' => 'date');
$cols['Comment'] = array('index' => 'Transaction.comment', 'formatter' => 'comment', 'sortable' => false);
$cols['Entries'] = array('index' => 'entries', 'formatter' => 'number'); $cols['Entries'] = array('index' => 'entries', 'formatter' => 'number');
$cols['Amount'] = array('index' => 'Transaction.amount', 'formatter' => 'currency'); $cols['Amount'] = array('index' => 'Transaction.amount', 'formatter' => 'currency');
$cols['Comment'] = array('index' => 'Transaction.comment', 'formatter' => 'comment'); $cols['PosNeg'] = array('index' => 'balance', 'formatter' => 'currency');
$cols['Balance'] = array('index' => 'subtotal-balance', 'formatter' => 'currency', 'sortable' => false);
// Render the grid // Render the grid
$grid $grid
@@ -22,4 +24,4 @@ $grid
->defaultFields(array('ID', 'Timestamp')) ->defaultFields(array('ID', 'Timestamp'))
->searchFields(array('Type', 'Comment')) ->searchFields(array('Type', 'Comment'))
->render($this, isset($config) ? $config : null, ->render($this, isset($config) ? $config : null,
array_merge($include, array_diff(array_keys($cols), array('Customer', 'Comment')))); array_merge($include, array_diff(array_keys($cols), array('Customer', 'PosNeg', 'Balance', 'Comment'))));

View File

@@ -64,6 +64,7 @@ else {
'config' => array 'config' => array
( (
'caption' => 'Deposited Items', 'caption' => 'Deposited Items',
'sort_column' => 'Item',
'filter' => array('deposit_transaction_id' 'filter' => array('deposit_transaction_id'
=> $deposit['Transaction']['id'], => $deposit['Transaction']['id'],
), ),