Releasing v0.3.0

git-svn-id: file:///svn-source/pmgr/tags/v0.3.0@999 97e9348a-65ac-dc4b-aefc-98561f571b83

site/app_controller.php

@@ -39,7 +39,7 @@ class AppController extends Controller {
   var $helpers = array('Html', 'Form', 'Javascript', 'Format', 'Time', 'Grid');
   var $components = array('DebugKit.Toolbar');
 
-  var $sidemenu   = array('areas' => array('SITE' => false, 'CONTROLLER' => false, 'ACTION' => false, 'SANDBOX' => false));
+  var $sidemenu   = array('areas' => array('SITE' => false, 'REPORT' => false, 'CONTROLLER' => false, 'ACTION' => false, 'SANDBOX' => false));
   var $std_area   = 10;
   var $admin_area = 20;
   var $dev_area   = 30;
@@ -52,6 +52,15 @@ class AppController extends Controller {
     parent::__construct();
   }
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * function: dev/admin()
+   *  - Indicates if the user has dev/admin access
+   */
+  function dev()   { return !empty($this->params['dev']); }
+  function admin() { return !empty($this->params['admin']); }
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************
@@ -71,6 +80,8 @@ class AppController extends Controller {
       $name = Inflector::humanize($this->params['controller']);
     elseif ($area == 'ACTION')
       $name = Inflector::humanize(Inflector::singularize($this->params['controller']));
+    elseif ($area == 'REPORT')
+      $name = 'Reports';
     elseif ($area == 'SANDBOX')
       $name = 'Sandbox';
 
@@ -246,11 +257,38 @@ class AppController extends Controller {
     $this->addSideMenuLink('New Deposit',
 			   array('controller' => 'tenders', 'action' => 'deposit'), null,
 			   'SITE', $this->op_area);
-    if (!empty($this->params['admin']))
+    if ($this->admin())
       $this->addSideMenuLink('Assess Charges',
 			     array('controller' => 'leases', 'action' => 'assess_all'), null,
 			     'SITE', $this->op_area);
 
+    if ($this->admin()) {
+      $acct = new Account;
+      $this->addSideMenuLink('Collected Rent',
+			     array('controller' => 'accounts',
+				   'action' => 'collected',
+				   $acct->rentAccountID()), null,
+			     'REPORT');
+      $this->addSideMenuLink('Unpaid Charges',
+			     array('controller' => 'statement_entries', 'action' => 'unpaid'), null,
+			     'REPORT');
+      $this->addSideMenuLink('Lease Up',
+			     array('controller' => 'leases', 'action' => 'overview'), null,
+			     'REPORT');
+      $this->addSideMenuLink('Unit Summary',
+			     array('controller' => 'units', 'action' => 'overview'), null,
+			     'REPORT');
+      $this->addSideMenuLink('Monthly Charges',
+			     array('controller' => 'statement_entries', 'action' => 'chargesbymonth'), null,
+			     'REPORT');
+    }
+    else {
+      $this->sideMenuEnable('REPORT', null, false);
+    }
+
+
+
+
     $url_components = array('plugin', 'controller', 'action', 'named');
     if (devbox()) {
 /*       $sources = ConnectionManager::sourceList(); */
@@ -308,19 +346,19 @@ class AppController extends Controller {
     $this->params['admin'] = $this->Option->enabled('admin');
     $this->params['dev']   = devbox();
 
-    if ($this->params['dev'] && !$this->Option->enabled('dev'))
+    if ($this->dev() && !$this->Option->enabled('dev'))
       $this->redirect("/");
 
-    if (!$this->params['dev'])
+    if (!$this->dev())
       Configure::write('debug', '0');
 
     $this->addDefaultSideMenuLinks();
     //$this->sideMenuEnable('SITE', $this->op_area, false);
 
     foreach ($this->sidemenu['areas'] AS $area_name => $area) {
-      if (empty($this->params['dev']))
+      if (!$this->dev())
 	$this->sideMenuEnable($area_name, $this->dev_area, false);
-      if (empty($this->params['admin']))
+      if (!$this->admin())
 	$this->sideMenuEnable($area_name, $this->admin_area, false);
     }
 
@@ -389,6 +427,13 @@ class AppController extends Controller {
 	$this->sideMenuAreaActivate($area_name);
     }
 
+    // If generating reports, don't display the controller menu.
+    // Each report comes from a controller, but there is no need
+    // to present the controller actions, so remove that section
+    // from the menu.
+    if ($this->sidemenu['active']['area'] == 'REPORT')
+      $this->sideMenuEnable('CONTROLLER', null, false);
+
     //pr($this->sidemenu);
     $this->set('sidemenu', $this->sidemenu);
   }
@@ -600,15 +645,12 @@ class AppController extends Controller {
     // Grouping (which would not be typical)
     $query['group'] = $this->gridDataCountGroup($params, $model);
 
-    if ($params['debug'])
-      $params['count_query'] = $query;
-
     // Get the number of records prior to pagination
     return $this->gridDataCountExecute($params, $model, $query);
   }
 
   function gridDataCountExecute(&$params, &$model, $query) {
-    return $model->find('count', $query);
+    return $this->gridDataFind($params, $model, 'count', $query);
   }
 
   function gridDataCountTables(&$params, &$model) {
@@ -826,6 +868,9 @@ class AppController extends Controller {
     $page  = ($params['page'] <= 1) ? 1 : (($params['page'] > $total) ? $total : $params['page']);
     $start = $limit * ($page - 1);
 
+    // Adjust the limit upward, if multiple pages were requested.
+    $limit *= empty($params['npage']) ? 1 : $params['npage'];
+
     return compact('record_count', 'limit', 'page', 'start', 'total');
   }
 
@@ -857,14 +902,11 @@ class AppController extends Controller {
 					      isset($params['sidx']) ? $params['sidx'] : null,
 					      isset($params['sord']) ? $params['sord'] : null);
 
-    if ($params['debug'])
-      $params['query'] = $query;
-
     return $this->gridDataRecordsExecute($params, $model, $query);
   }
 
   function gridDataRecordsExecute(&$params, &$model, $query) {
-    return $model->find('all', $query);
+    return $this->gridDataFind($params, $model, 'all', $query);
   }
 
   function gridDataTables(&$params, &$model) {
@@ -912,6 +954,7 @@ class AppController extends Controller {
 		 'le' => array('op' => '<=',   'pre' => '',  'post' => ''),
 		 'gt' => array('op' => '>',    'pre' => '',  'post' => ''),
 		 'ge' => array('op' => '>=',   'pre' => '',  'post' => ''),
+		 'in' => array('op' => 'IN',   'pre' => '(', 'post' => ')'),
 		 'bw' => array('op' => 'LIKE', 'pre' => '',  'post' => '%'),
 		 'ew' => array('op' => 'LIKE', 'pre' => '%', 'post' => ''),
 		 'cn' => array('op' => 'LIKE', 'pre' => '%', 'post' => '%'),
@@ -961,6 +1004,13 @@ class AppController extends Controller {
     return $start . ', ' . $limit;
   }
 
+  function gridDataFind(&$params, &$model, $type, $query) {
+    if ($params['debug'])
+      $params['queries'][] = compact('type', 'query');
+
+    return $model->find($type, $query);
+  }
+
 
   /**************************************************************************
    **************************************************************************
@@ -1107,7 +1157,8 @@ class AppController extends Controller {
   }
 
   function gridDataOutputSummary(&$params, &$model, $pagination) {
-    echo " <params><![CDATA[\n" . print_r($params, true) . "\n]]></params>\n";
+    if ($params['debug'])
+      echo " <params><![CDATA[\n" . print_r($params, true) . "\n]]></params>\n";
     echo " <page>{$pagination['page']}</page>\n";
     echo " <total>{$pagination['total']}</total>\n";
     echo " <records>{$pagination['record_count']}</records>\n";
@@ -1148,7 +1199,7 @@ class AppController extends Controller {
 
   function gridDataOutputRecordCell(&$params, &$model, &$record, $field, $data) {
     // be sure to put text data in CDATA
-    if (preg_match("/^\d*$/", $data))
+    if (preg_match("/^[\d.]*$/", $data))
       echo "  <cell>$data</cell>\n"; 
     else
       echo "  <cell><![CDATA[$data]]></cell>\n"; 

site/controllers/customers_controller.php

@@ -2,6 +2,8 @@
 
 class CustomersController extends AppController {
 
+  var $components = array('RequestHandler');
+
   // DEBUG FUNCTION ONLY!
   // Call without id to update ALL customers
   function force_update($id = null) {
@@ -311,6 +313,11 @@ class CustomersController extends AppController {
 			   array('action' => 'edit', $id), null,
 			   'ACTION');
 
+    if ($this->admin())
+      $this->addSideMenuLink('Merge',
+			     array('action' => 'merge', $id), null,
+			     'ACTION');
+
     // Prepare to render.
     $title = 'Customer: ' . $customer['Customer']['name'];
     $this->set(compact('customer', 'title',
@@ -445,6 +452,41 @@ class CustomersController extends AppController {
     $this->edit();
   }
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: merge
+   *  - Merges two customers
+   */
+
+  function merge($id = null) {
+    if ($id) {
+      $this->Customer->recursive = -1;
+      $customer = $this->Customer->read(null, $id);
+      $customer = $customer['Customer'];
+      if (empty($customer))
+	$this->INTERNAL_ERROR("Customer $id does not exist");
+      $this->set('dst_customer', $customer);
+      $this->set('dst_name', $customer['name']);
+      $this->set('dst_id', $id);
+    }
+    else {
+      $this->INTERNAL_ERROR("Merge called with invalid customer");
+    }
+  }
+
+  function mergeFinal() {
+    if (!$this->RequestHandler->isPost()) {
+      echo('<H2>THIS IS NOT A POST FOR SOME REASON</H2>');
+      return;
+    }
+
+    $post = $this->params['form'];
+    $this->Customer->merge($post['dst-id'], $post['src-id'],
+			   unserialize($post['contact-ids']));
+    $this->redirect(array('action'=>'view', $post['dst-id']));
+  }
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

site/controllers/leases_controller.php

@@ -176,16 +176,20 @@ class LeasesController extends AppController {
   function move_out($id = null) {
     if ($this->data) {
       // Handle the move out based on the data given
-      //pr($this->data);
-
       $this->Lease->moveOut($this->data['Lease']['id'],
 			    'VACANT',
 			    $this->data['Lease']['moveout_date']
 			    );
 
-      $this->redirect(array('controller' => 'leases',
+      $lease = $this->Lease->find
+	('first', array
+	 ('contain' => array('Customer.id'),
+	  'conditions' => array(array('Lease.id' => $this->data['Lease']['id'])),
+	  ));
+
+      $this->redirect(array('controller' => 'customers',
 			    'action' => 'view',
-			    $this->data['Lease']['id']));
+			    $lease['Customer']['id']));
     }
 
     if (isset($id)) {
@@ -440,6 +444,64 @@ class LeasesController extends AppController {
     $this->redirect(array('action'=>'index'));
   }
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: overview
+   *  - Displays lease up information
+   */
+  function overview($months = 12) {
+
+    $overview = array('months' => array());
+
+    for ($month = 0; $month < $months; ++$month) {
+    //for ($month = 12; $month >= 0; --$month) {
+      $this_month = "(DATE(NOW() - INTERVAL $month MONTH - INTERVAL DAY(NOW())-1 DAY))";
+      $next_month = "($this_month + INTERVAL 1 MONTH)";
+
+      $row = $this->Lease->find
+	('first', array('link' => array(),
+			'fields' => array("MONTHNAME($this_month) AS month",
+					  "YEAR($this_month) AS year"),
+			));
+
+      $mname = $row[0]['month'] .', '. $row[0]['year'];
+      $overview['months'][$mname] = array('name' => $mname);
+
+      foreach(array('start'  => array('before' => $this_month, 'after' => $this_month),
+		    'finish' => array('before' => $next_month, 'after' => $next_month),
+		    'peak'   => array('before' => $next_month, 'after' => $this_month))
+	      AS $type => $parm) {
+	$count = $this->Lease->find
+	  ('count', 
+	   array('link' => array(),
+		 'conditions' => array("movein_date < {$parm['before']}",
+				       "(moveout_date IS NULL OR moveout_date >= {$parm['after']})",
+				       ),
+		 ));
+	$overview['months'][$mname][$type] = $count;
+      }
+
+      foreach(array('movein', 'moveout') AS $mvinout) {
+	$count = $this->Lease->find
+	  ('count', 
+	   array('link' => array(),
+		 'conditions' => array("{$mvinout}_date < $next_month",
+				       "{$mvinout}_date >= $this_month")
+		 ));
+	$overview['months'][$mname][$mvinout] = $count;
+      }
+    }
+
+    // Enable the Reports menu section
+    $this->sideMenuAreaActivate('REPORT');
+
+    // Prepare to render.
+    $this->set('title', 'Lease Up Report');
+    $this->set(compact('overview'));
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

site/controllers/statement_entries_controller.php

@@ -11,6 +11,7 @@ class StatementEntriesController extends AppController {
    */
 
   function index()   { $this->gridView('All Statement Entries'); }
+  function unpaid()  { $this->gridView('Unpaid Charges', 'unreconciled'); }
 
 
   /**************************************************************************
@@ -123,18 +124,6 @@ class StatementEntriesController extends AppController {
 			    array(array('ChargeEntry.id' => $statement_entry_id),
 				  array('DisbursementEntry.id' => $statement_entry_id)));
 
-    if ($params['action'] === 'unreconciled') {
-      $query = array('conditions' => $conditions);
-      $set = $this->StatementEntry->reconciledSet('CHARGE', $query, true);
-
-      $entries = array();
-      foreach ($set['entries'] AS $entry)
-	$entries[] = $entry['StatementEntry']['id'];
-
-      $conditions[] = array('StatementEntry.id' => $entries);
-      $params['userdata']['balance'] = $set['summary']['balance'];
-    }
-
     return $conditions;
   }
 
@@ -158,33 +147,48 @@ class StatementEntriesController extends AppController {
     // defaults into the sort mechanism.  If we're already
     // sorting by one of them, it will only be redundant,
     // and should cause no harm (possible a longer query?)
-    $order[] = 'Transaction.stamp ' . $direction;
-    $order[] = 'StatementEntry.effective_date ' . $direction;
+    if ($index != 'Transaction.stamp' &&
+	$index != 'StatementEntry.effective_date') {
+      $order[] = 'Transaction.stamp ' . $direction;
+      $order[] = 'StatementEntry.effective_date ' . $direction;
+    }
     $order[] = 'StatementEntry.id ' . $direction;
 
     return $order;
   }
 
+  function gridDataCountExecute(&$params, &$model, $query) {
+    if ($params['action'] === 'unreconciled') {
+      // REVISIT <AP> 20100413:
+      //   This is a lame solution, as it runs the same queries twice
+      //   (and causes code duplication).  However, I'm not in the mood
+      //   to flush out an actual "count" solution at the moment, and I
+      //   also don't want to cache the results in $params (although
+      //   that is probably the most sensible solution).  So, I'll just
+      //   calculate the reconciled set both times and live with the
+      //   performance and maintenance penalty
+      $lquery = array('conditions' => $query['conditions']);
+      $set = $this->StatementEntry->reconciledSet('CHARGE', $lquery, true);
+      return count($set['entries']);
+    }
+
+    return parent::gridDataCountExecute($params, $model, $query);
+  }
+
   function gridDataRecordsExecute(&$params, &$model, $query) {
-/*     if ($params['action'] === '???') { */
-/*       $tquery = array_diff_key($query, array('fields'=>1,'group'=>1,'limit'=>1,'order'=>1)); */
-/*       $tquery['fields'] = array("IF(StatementEntry.type = 'CHARGE'," . */
-/* 				"   SUM(COALESCE(DisbursementEntry.amount,0))," . */
-/* 				"   SUM(COALESCE(ChargeEntry.amount,0)))" . */
-/* 				" AS 'applied'", */
 
-/* 				"StatementEntry.amount - (" . */
-/* 				"IF(StatementEntry.type = 'CHARGE'," . */
-/* 				"   SUM(COALESCE(DisbursementEntry.amount,0))," . */
-/* 				"   SUM(COALESCE(ChargeEntry.amount,0)))" . */
-/* 				") AS 'balance'", */
-/* 				); */
+    if ($params['action'] === 'unreconciled') {
+      $lquery = array('conditions' => $query['conditions']);
+      $set = $this->StatementEntry->reconciledSet('CHARGE', $lquery, true);
+
+      $entries = array();
+      foreach ($set['entries'] AS $entry)
+    	$entries[] = $entry['StatementEntry']['id'];
+
+      $query['conditions'] = array('StatementEntry.id' => $entries);
+      $params['userdata']['balance'] = $set['summary']['balance'];
+    }
 
-/*       //pr(compact('tquery')); */
-/*       $total = $model->find('first', $tquery); */
-/*       $params['userdata']['total']   = $total[0]['applied']; */
-/*       $params['userdata']['balance'] = $total[0]['balance']; */
-/*     } */
     if ($params['action'] === 'collected') {
       $tquery = array_diff_key($query, array('fields'=>1,'group'=>1,'limit'=>1,'order'=>1));
       $tquery['fields'] = array("SUM(COALESCE(StatementEntry.amount,0)) AS 'total'");
@@ -253,6 +257,53 @@ class StatementEntriesController extends AppController {
   }
 
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: chargesbymonth
+   *  - Displays charges by month
+   */
+
+  function chargesbymonth($months = 12) {
+    $result = $this->StatementEntry->find
+      ('all',
+       array('link' => array('Account' => array('fields' => 'name')),
+	     'fields' => array_merge(array('MONTHNAME(effective_date) AS month',
+					   'YEAR(effective_date) AS year'),
+				     $this->StatementEntry->chargeDisbursementFields(true)),
+	     'conditions' => array('Account.type' => 'INCOME',
+				   'effective_date >= DATE(NOW() - INTERVAL '.($months-1).' MONTH - INTERVAL DAY(NOW())-1 DAY)',
+				   'effective_date <= NOW()',
+				   ),
+	     'group' => array('YEAR(effective_date)', 'MONTH(effective_date)', 'Account.id'),
+	     'order' => array('YEAR(effective_date) DESC', 'MONTH(effective_date) DESC', 'Account.name'),
+	     ));
+
+    $overview = array('months' => array(), 'charges' => 0);
+    foreach ($result AS $row) {
+      $mname = $row[0]['month'] .', '. $row[0]['year'];
+      if (empty($overview['months'][$mname]))
+	$overview['months'][$mname] = array('name' => $mname,
+					   'subs' => array(),
+					   'charges' => 0);
+      $month = &$overview['months'][$mname];
+      $month['subs'][] = array('name' => $row['Account']['name'],
+			       'charges' => $row[0]['balance']);
+
+      $month['charges'] += $row[0]['balance'];
+      $overview['charges'] += $row[0]['balance'];
+    }
+
+    // Enable the Reports menu section
+    $this->sideMenuAreaActivate('REPORT');
+
+    // Prepare to render.
+    $this->set('months', $months);
+    $this->set('title', 'Monthly Charges');
+    $this->set(compact('overview'));
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

site/controllers/transactions_controller.php

@@ -54,6 +54,12 @@ class TransactionsController extends AppController {
     $this->gridView('Deposits');
   }
 
+  function gridView($title, $action = null, $element = null) {
+    if ($title != 'Deposits')
+      $this->set('include', array('Customer'));
+    parent::gridView($title, $action, $element);
+  }
+
 
   /**************************************************************************
    **************************************************************************
@@ -77,6 +83,7 @@ class TransactionsController extends AppController {
     $link = $this->gridDataCountTables($params, $model);
     $link['link']['StatementEntry'] = array('fields' => array());
     $link['link']['DepositTender'] = array('fields' => array());
+    $link['link']['Customer'] = array('fields' => array('id', 'name'));
     return $link;
   }
 
@@ -101,6 +108,7 @@ class TransactionsController extends AppController {
   function gridDataPostProcessLinks(&$params, &$model, &$records, $links) {
     $links['Transaction'] = array('id', 'action' => ($params['action'] == 'deposit'
 						     ? 'deposit_slip' : 'view'));
+    $links['Customer'] = array('name');
     return parent::gridDataPostProcessLinks($params, $model, $records, $links);
   }
 

site/controllers/unit_sizes_controller.php

@@ -148,6 +148,23 @@ class UnitSizesController extends AppController {
     return $conditions;
   }
 
+  function gridDataOrder(&$params, &$model, $index, $direction) {
+    if ($index == 'UnitType.name')
+      $index = 'UnitType.code';
+
+    $order = parent::gridDataOrder($params, $model, $index, $direction);
+
+    // After sorting by whatever the user wants, add these
+    // defaults into the sort mechanism.  If we're already
+    // sorting by one of them, it will only be redundant,
+    // and should cause no harm (possible a longer query?)
+    $order[] = 'UnitType.code ' . $direction;
+    $order[] = 'sqft ' . $direction;
+    $order[] = 'UnitSize.rent ' . $direction;
+
+    return $order;
+  }
+
   function gridDataPostProcessLinks(&$params, &$model, &$records, $links) {
     $links['UnitSize'] = array('name');
     return parent::gridDataPostProcessLinks($params, $model, $records, $links);

site/controllers/units_controller.php

@@ -225,6 +225,69 @@ class UnitsController extends AppController {
   function unlock($id)  { $this->status($id, 'OCCUPIED'); }
 
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: overview
+   *  - Displays overview information for all units
+   */
+  function overview() {
+    $result = $this->Unit->find
+      ('all',
+       array('link' => array('UnitSize' => array('fields' => array(), 'UnitType' => array('fields' => array('name')))),
+	     'fields' => array('status', 'COUNT(Unit.id) AS cnt', 'SUM(Unit.rent) AS rents'),
+	     //'conditions' => array('
+	     'group' => array('UnitType.id', 'Unit.status'),
+	     'order' => array('UnitType.name', 'Unit.status')
+	     ));
+
+    $overview = array('types' => array(), 'count' => 0, 'rents' => 0);
+    foreach ($result AS $row) {
+      $utname = $row['UnitType']['name'];
+      if (empty($overview['types'][$utname]))
+	$overview['types'][$utname] = array('name' => $utname,
+					    'subs' => array(),
+					    'count' => 0,
+					    'rents' => 0,
+					    'phys_pct' => 0,
+					    'econ_pct' => 0);
+      $type = &$overview['types'][$utname];
+      $type['subs'][] = array('name' => $row['Unit']['status'],
+			      'count' => $row[0]['cnt'],
+			      'rents' => $row[0]['rents'],
+			      'phys_subpct' => 0,
+			      'phys_totpct' => 0,
+			      'econ_subpct' => 0,
+			      'econ_totpct' => 0);
+
+
+      $type['count'] += $row[0]['cnt'];
+      $type['rents'] += $row[0]['rents'];
+
+      $overview['count'] += $row[0]['cnt'];
+      $overview['rents'] += $row[0]['rents'];
+    }
+
+    foreach ($overview['types'] AS &$type) {
+      foreach ($type['subs'] AS &$sub) {
+	$sub['phys_subpct'] = $sub['count'] / $type['count'];
+	$sub['econ_subpct'] = $sub['rents'] / $type['rents'];
+	$sub['phys_totpct'] = $sub['count'] / $overview['count'];
+	$sub['econ_totpct'] = $sub['rents'] / $overview['rents'];
+      }
+      $type['phys_pct'] = $type['count'] / $overview['count'];
+      $type['econ_pct'] = $type['rents'] / $overview['rents'];
+    }
+
+    // Enable the Reports menu section
+    $this->sideMenuAreaActivate('REPORT');
+
+    // Prepare to render.
+    $this->set('title', 'Unit Overview');
+    $this->set(compact('overview'));
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

site/models/customer.php

@@ -20,15 +20,25 @@ class Customer extends AppModel {
 		),
 		'Lease',
 		'StatementEntry',
-		'ContactsCustomer',
+		'ContactsCustomer' => array(
+			// It would be nice to claim a dependency here, which would
+			// simplify deletion of a customer.  However, for this to work
+			// Cake must have a primaryKey as a single field.  This table
+		        // makes use of a complex key, so we're out of luck.
+			/* 'dependent' => true, */
+		),
 
 		'Transaction',
+		'Tender',
 	);
 
 	var $hasAndBelongsToMany = array(
-		'Contact',
+		'Contact' => array(
+			'unique' => true,
+		),
 	);
 
+	//var $default_log_level = 20;
 
   /**************************************************************************
    **************************************************************************
@@ -279,6 +289,114 @@ class Customer extends AppModel {
   }
 
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * function: merge
+   *  - Merges two customers into one
+   */
+
+  function merge($dst_id, $src_id, $contacts) {
+    $this->prEnter(compact('dst_id', 'src_id', 'contacts'));
+
+    // Get the entire list of destination customer contacts
+    $dst_contacts = array();
+    $result = $this->find('all',
+			  array('link' => array('ContactsCustomer'),
+			  	'fields' => array('ContactsCustomer.contact_id', 'ContactsCustomer.type'),
+				'conditions' => array(array('id' => $dst_id,
+							    'ContactsCustomer.active' => true))));
+    foreach ($result AS $contact) {
+      $dst_contacts[$contact['ContactsCustomer']['contact_id']] = $contact['ContactsCustomer'];
+    }
+    $this->pr(17, compact('dst_contacts'));
+
+    // Get the entire list of source customer contacts
+    $src_contacts = array();
+    $result = $this->find('all',
+			  array('link' => array('ContactsCustomer'),
+			  	'fields' => array('ContactsCustomer.contact_id', 'ContactsCustomer.type'),
+				'conditions' => array(array('id' => $src_id,
+							    'ContactsCustomer.active' => true))));
+    foreach ($result AS $contact) {
+      $src_contacts[$contact['ContactsCustomer']['contact_id']] = $contact['ContactsCustomer'];
+    }
+    $this->pr(17, compact('src_contacts'));
+
+    // Verify the contacts list are all valid source customer contacts
+    foreach ($contacts AS $contact_id) {
+      if (!array_key_exists($contact_id, $src_contacts))
+	return $this->prReturn(false);
+    }
+
+    // Remove any contacts which are already destination customer contacts
+    $contacts = array_diff($contacts, array_keys($dst_contacts));
+
+    // For now, we'll assume the operation will succeed.
+    $ret = true;
+
+    // Add each desired source customer contact to the destination customer
+    foreach ($contacts AS $contact_id) {
+      $CM = new ContactsCustomer();
+      if (!$CM->save(array('customer_id' => $dst_id)
+		     + $src_contacts[$contact_id], false)) {
+	$ret = false;
+      }
+    }
+
+    $this->Lease->updateAll
+      (array('Lease.customer_id' => $dst_id),
+       array('Lease.customer_id' => $src_id)
+       );
+
+    $this->Tender->updateAll
+      (array('Tender.customer_id' => $dst_id),
+       array('Tender.customer_id' => $src_id)
+       );
+
+    $this->StatementEntry->updateAll
+      (array('StatementEntry.customer_id' => $dst_id),
+       array('StatementEntry.customer_id' => $src_id)
+       );
+
+    $this->Transaction->updateAll
+      (array('Transaction.customer_id' => $dst_id),
+       array('Transaction.customer_id' => $src_id)
+       );
+
+    // Make sure our lease counts, etc are correct
+    $this->update($dst_id);
+
+    // Delete the old customer
+    $this->pr(12, compact('src_id'), "Delete Customer");
+    $this->delete($src_id);
+
+    // Delete all the orphaned customers
+    foreach (array_diff(array_keys($src_contacts), $contacts) AS $contact_id) {
+      // Delete un-used or duplicate contacts
+      // REVISIT <AP> 20100702:
+      //   Not sure if we really want to do this.
+      //   On the one hand, they're probably really redundant,
+      //   and only clutter up the list of all contacts.  On the
+      //   other hand, it destroys data, not only losing the
+      //   history, but making it difficult to recover if the
+      //   merge is a mistake.  Additionally, we need to do
+      //   extra checking to ensure that the contact is not
+      //   in use by some other customer.
+      //   We need some sort of Contact.deleted field...
+      $this->pr(12, compact('contact_id'), "Delete Contact");
+      $this->Contact->delete($contact_id);
+    }
+
+    // Finally, delete all customer contact relationships
+    $this->ContactsCustomer->deleteAll
+      (array('customer_id' => $src_id), false);
+
+    // Return the result
+    return $this->prReturn($ret);
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

site/models/statement_entry.php

@@ -294,7 +294,7 @@ class StatementEntry extends AppModel {
     }
 
     return $this->prReturn(array('entries' => $resultset,
-			       'summary' => $this->stats(null, $query)));
+				 'summary' => $this->stats(null, $query)));
   }
 
 
@@ -338,6 +338,72 @@ class StatementEntry extends AppModel {
   }
 
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * function: outstandingDebits
+   *  - Determines all debit types that have not yet been resolved.
+   *    The name is a bit dumb, but it means any statement entry type
+   *    that a positive customer balance could be used to offset. In
+   *    other words, entries that are still in need of matching
+   *    disbursements.  Most notably, this means charges but could
+   *    also mean things like refunds as well.
+   */
+
+  function outstandingDebits($query = null, $customer_id = null,
+			     $lease_id = null, $debit_types = null)
+  {
+    $this->prEnter(compact('query', 'lease_id',
+			   'customer_id', 'charge_ids',
+			   'debit_types'));
+    $this->queryInit($query);
+
+    if (empty($debit_types))
+      $debit_types = $this->debitTypes();
+
+    if (!empty($customer_id))
+      $query['conditions'][] = array('StatementEntry.customer_id' => $customer_id);
+
+    if (!empty($lease_id))
+      $query['conditions'][] = array('StatementEntry.lease_id' => $lease_id);
+
+    /* if (isset($charge_ids)) { */
+    /*   // REVISIT <AP> 20100330: */
+    /*   // Not using $query here, as this code was extracted from its */
+    /*   // original location in assignCredits, and so I'm keeping the */
+    /*   // logic consistent.  It does seem, however, that we shouldn't */
+    /*   // be ignoring $query if passed in.  I'm sure this won't be */
+    /*   // looked at until someone _does_ pass $query in (and it break), */
+    /*   // so hopefully at that time, we can understand what needs to */
+    /*   // happen in that case (requirements are not clear at present). */
+    /*   $lquery = array('contain' => false, */
+    /* 		      'conditions' => array('StatementEntry.id' => $charge_ids)); */
+    /* } else { */
+    /*   $lquery = $query; */
+    /*   // If we're working with a specific lease, then limit charges to it */
+    /*   if (!empty($lease_id)) */
+    /* 	$lquery['conditions'][] = array('StatementEntry.lease_id' => $lease_id); */
+    /* } */
+
+    if (empty($query['order']))
+      $query['order'] = 'StatementEntry.effective_date ASC';
+
+    $debits = array();
+    foreach ($debit_types AS $dtype) {
+      $rset = $this->reconciledSet($dtype, $query, true);
+      $entries = $rset['entries'];
+      $debits = array_merge($debits, $entries);
+      $this->pr(18, compact('dtype', 'entries'), "Outstanding Debit Entries");
+    }
+
+    return $this->prReturn($debits);
+  }
+
+  function outstandingCharges($query = null, $customer_id = null, $lease_id = null) {
+    return $this->outstandingDebits($query, $customer_id, $lease_id, array('CHARGE'));
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************
@@ -359,9 +425,6 @@ class StatementEntry extends AppModel {
 			   'customer_id', 'lease_id'));
     $this->queryInit($query);
 
-    if (!empty($customer_id))
-      $query['conditions'][] = array('StatementEntry.customer_id' => $customer_id);
-
     if (empty($disbursement_type))
       $disbursement_type = 'DISBURSEMENT';
 
@@ -375,6 +438,9 @@ class StatementEntry extends AppModel {
 	$this->INTERNAL_ERROR("Charge IDs, yet no corresponding receipt");
 
       $lquery = $query;
+      if (!empty($customer_id))
+	$lquery['conditions'][] = array('StatementEntry.customer_id' => $customer_id);
+
       $lquery['conditions'][] = array('StatementEntry.type' => 'SURPLUS');
       // REVISIT <AP>: 20090804
       //  We need to ensure that we're using surplus credits ONLY from either
@@ -423,23 +489,16 @@ class StatementEntry extends AppModel {
 		"Receipt Credit Added");
     }
 
-    // Now find all unpaid charges
-    if (isset($charge_ids)) {
-      $lquery = array('contain' => false,
-		      'conditions' => array('StatementEntry.id' => $charge_ids));
-    } else {
+    // Now find all unpaid charges, using either the specific set
+    // of charges given, or all outstanding charges based on the
+    // query, customer and/or lease
+    if (!empty($charge_ids)) {
+      $this->INTERNAL_ERROR("PERHAPS IMPLEMENTED - THOUGH NEVER TESTED");
       $lquery = $query;
-      // If we're working with a specific lease, then limit charges to it
-      if (!empty($lease_id))
-	$lquery['conditions'][] = array('StatementEntry.lease_id' => $lease_id);
-    }
-    $lquery['order'] = 'StatementEntry.effective_date ASC';
-    $charges = array();
-    foreach ($this->debitTypes() AS $dtype) {
-      $rset = $this->reconciledSet($dtype, $lquery, true);
-      $entries = $rset['entries'];
-      $charges = array_merge($charges, $entries);
-      $this->pr(18, compact('dtype', 'entries'), "Outstanding Debit Entries");
+      $lquery['conditions'][] = array('StatementEntry.id' => $charge_ids);
+      $charges = $this->reconciledSet('CHARGE', $query, true);
+    } else {
+      $charges = $this->outstandingDebits($query, $customer_id, $lease_id);
     }
 
     // Work through all unpaid charges, applying disbursements as we go
@@ -483,14 +542,14 @@ class StatementEntry extends AppModel {
 
 	// Set the disbursement amount to the maximum amount
 	// possible without exceeding the charge or credit balance
-	$disbursement_amount = min($charge['balance'], $credit['balance']);
+	$disbursement_amount = round(min($charge['balance'], $credit['balance']), 2);
 	if (!isset($credit['applied']))
 	  $credit['applied'] = 0;
 
-	$credit['applied'] += $disbursement_amount;
-	$credit['balance'] -= $disbursement_amount;
+	$credit['applied'] = round($credit['applied'] + $disbursement_amount, 2);
+	$credit['balance'] = round($credit['balance'] - $disbursement_amount, 2);
 
-	$this->pr(20, compact('credit'),
+	$this->pr(20, compact('credit', 'disbursement_amount'),
 		  ($credit['balance'] > 0 ? 'Utilized' : 'Exhausted') .
 		  (empty($credit['receipt']) ? ' Credit' : ' Receipt'));
 
@@ -555,12 +614,12 @@ class StatementEntry extends AppModel {
 	}
 
 	// Adjust the charge balance to reflect the new disbursement
-	$charge['balance'] -= $disbursement_amount;
+	$charge['balance'] = round($charge['balance'] - $disbursement_amount, 2);
+	$this->pr(20, compact('charge', 'disbursement_amount'),
+		  ($charge['balance'] > 0 ? 'Unfinished' : 'Fully Paid') . ' Charge');
+
 	if ($charge['balance'] < 0)
 	  die("HOW DID WE GET A NEGATIVE CHARGE AMOUNT?");
-
-	if ($charge['balance'] <= 0)
-	  $this->pr(20, 'Fully Paid Charge');
       }
       // Break the $credit reference to avoid future problems
       unset($credit);

site/views/customers/merge.ctp

@@ -0,0 +1,176 @@
+<?php /* -*- mode:PHP -*- */ ?>
+
+<div class="customer merge">
+<?php
+; // Editor alignment
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Javascript
+ */
+
+// Warnings _really_ screw up javascript
+$saved_debug_state = Configure::read('debug');
+Configure::write('debug', '0');
+?>
+
+<script type="text/javascript"><!--
+
+// pre-submit callback 
+function verifyRequest() { 
+  if (!$("#src-customer-id").val()) {
+    alert("Must select source customer");
+    return false;
+  }
+
+  rows = $('#<?php echo "contacts-jqGrid"; ?>').getGridParam('selarrrow');
+  $('#<?php echo "contact-ids"; ?>').val(serialize(rows));
+
+  // return false to prevent the form from being submitted; 
+  // anything other than false will allow submission.
+  return true;
+}
+
+function updateContacts() {
+  $('#contacts-jqGrid').clearGridData();
+
+  var filter = new Array();
+  filter['ContactsCustomer.customer_id'] = $("#src-customer-id").val();
+
+  var dynamic_post = new Array();
+  dynamic_post['filter'] = filter;
+
+  $('#contacts-jqGrid').setPostDataItem('dynamic_post_replace', serialize(dynamic_post));
+  $('#contacts-jqGrid')
+    .setGridParam({ page: 1 })
+    .trigger("reloadGrid");
+}
+
+function onRowSelect(grid_id, customer_id) {
+  //$('#output-debug').append("select: "+grid_id+"; "+customer_id+"<BR>\n");
+
+  // Set the item id that will be returned with the form
+  $("#src-customer-id").val(customer_id);
+
+  // Get the item name from the grid
+  $("#src-customer-name").html($(grid_id).getCell(customer_id, "Customer-name"));
+
+  updateContacts();
+
+  $("#customers-list .HeaderButton").click();
+}
+
+function onGridState(grid_id, state) {
+  //$('#output-debug').append("state: "+grid_id+"; "+state+"<BR>\n");
+
+  if (state == 'visible') {
+    $(".customer-selection-invalid").hide();
+    $(".customer-selection-valid").hide();
+  }
+  else {
+    if ($("#src-customer-id").val() > 0) {
+      $(".customer-selection-invalid").hide();
+      $(".customer-selection-valid").show();
+    } else {
+      $(".customer-selection-invalid").show();
+      $(".customer-selection-valid").hide();
+    }
+  }
+}
+
+--></script>
+
+<?php
+; // align
+// Re-Enable warnings
+Configure::write('debug', $saved_debug_state);
+
+echo $form->create(null, array('id' => 'customer-merge-form',
+			       'onsubmit' => 'return verifyRequest();',
+			       'url' => array('controller' => 'customers',
+					      'action' => 'mergeFinal')))."\n";
+
+
+echo '<input type="hidden" id="src-customer-id" name="src-id" value="0" />'."\n";
+echo '<input type="hidden" id="dst-customer-id" name="dst-id" value="'.$dst_id.'" />'."\n";
+
+echo $this->element('customers', array
+		    ('config' => array
+		     ('grid_div_id' => 'customers-list',
+		      'grid_div_class' => 'text-below',
+		      'caption' => ('<A HREF="#" ONCLICK="$(\'#customers-list .HeaderButton\').click();'.
+				    ' return false;">Select Customer</A>'),
+		      'grid_events' => array('onSelectRow' =>
+					     array('ids' =>
+						   'if (ids != null){onRowSelect("#"+$(this).attr("id"), ids);}'),
+					     'onHeaderClick' =>
+					     array('gridstate' =>
+						   'onGridState("#"+$(this).attr("id"), gridstate)'),
+					     ),
+		      'filter' => array('Customer.id !=' => $dst_id),
+		      //'nolinks' => true,
+		      'limit' => 10,
+		      )));
+
+echo ('<DIV CLASS="customer-merge grid-selection-text">' .
+
+      '<DIV CLASS="customer-selection-valid" style="display:none">' .
+      'Destination Customer: <SPAN id="src-customer-name"></SPAN>' .
+      '</DIV>' .
+
+      '<DIV CLASS="customer-selection-invalid" style="display:none">' .
+      'Please select customer to merge into' .
+      '</DIV>' .
+
+      '</DIV>' . "\n");
+
+echo $this->element('contacts', array
+		    (// Grid configuration
+		     'config' => array
+		     (
+		      'grid_div_id' => 'contacts',
+		      'grid_setup' => array('multiselect' => true),
+		      'caption' => 'Source contacts to keep',
+		      'filter'  => array('ContactsCustomer.customer_id' => 0),
+		      'include' => array('Relationship', 'License', 'Comment'),
+		      ),
+		     ));
+
+// Add a hidden item to hold the jqGrid selection,
+// which we'll populate prior to form submission.
+echo "\n";
+echo '<input type="hidden" id="contact-ids" name="contact-ids" value="" />'."\n";
+
+?>
+
+<H3>WARNING!</H3>
+The above selected customer is about to be deleted, and all related data (leases, transactions, etc) will be merged into customer #<?php echo $dst_id ?>: <?php echo $dst_name ?>.  This process is NOT reversible, so please ensure the selections are correct before proceeding.<BR>
+
+<?php
+echo $form->end('Merge Customers') . "\n";
+?>
+
+<div id="output-debug" style="display:none"></div>
+
+<?php
+// Warnings _really_ screw up javascript
+Configure::write('debug', '0');
+?>
+
+<script type="text/javascript"><!--
+  $(document).ready(function(){
+
+      $("#src-customer-id").val(0);
+      $("#src-customer-name").html("INTERNAL ERROR");
+      //onGridState(null, 'visible');
+
+      <?php if ($this->params['dev']): ?>
+      $('#output-debug').show();
+      <?php endif; ?>
+
+  });
+--></script>
+
+</div>

site/views/customers/receipt.ctp

@@ -130,11 +130,11 @@ function updateCharges(id) {
   $("#receipt-balance").html("Calculating...");
   $("#receipt-charges-caption").html("Please Wait...");
 
-  var custom = new Array();
-  custom['customer_id'] = id;
+  var filter = new Array();
+  filter['StatementEntry.customer_id'] = id;
 
   var dynamic_post = new Array();
-  dynamic_post['custom'] = custom;
+  dynamic_post['filter'] = filter;
 
   $('#charge-entries-jqGrid').setPostDataItem('dynamic_post_replace', serialize(dynamic_post));
   $('#charge-entries-jqGrid')
@@ -333,7 +333,7 @@ echo $this->element('statement_entries', array
 		      'action' => 'unreconciled',
 		      'exclude' => array('Customer', 'Type', 'Debit', 'Credit'),
 		      'include' => array('Applied', 'Balance'),
-		      'remap' => array('Applied' => 'Paid'),
+		      'remap' => array('Received' => 'Paid'),
 		      'limit' => 8,
 		      ),
 		     ));

site/views/customers/view.ctp

@@ -53,15 +53,55 @@ echo '<div CLASS="detail supporting">' . "\n";
 
 
 /**********************************************************************
- * Contacts
+ * Unpaid Charges
  */
 
-echo $this->element('contacts', array
+echo $this->element('statement_entries', array
 		    (// Grid configuration
 		     'config' => array
-		     ('caption' => 'Customer Contacts',
-		      'filter' => array('Customer.id' => $customer['Customer']['id']),
-		      'include' => array('Relationship'),
+		     ('caption' => 'Outstanding Charges',
+		      'limit'   => 10,
+		      'action'  => 'unreconciled',
+		      'filter'  => array('StatementEntry.customer_id' => $customer['Customer']['id']),
+		      'exclude' => array('Customer'),
+		      )));
+
+
+/**********************************************************************
+ * Customer Credits
+ */
+
+echo $this->element('statement_entries', array
+		    (// Grid configuration
+		     'config' => array
+		     ('caption' => 'Oustanding Credits',
+		      'grid_div_id' => 'surplus',
+		      'limit'   => 10,
+		      'filter' => array('Customer.id' => $customer['Customer']['id'],
+					'StatementEntry.type' => 'SURPLUS'),
+		      'exclude' => array('Entry', 'Effective', 'Customer', 'Unit', 'Account', 'Debit', 'Credit'),
+		      'include' => array('Transaction', 'Amount'),
+		      'remap'   => array('Transaction' => 'Receipt'),
+		      )));
+
+
+/**********************************************************************
+ * Receipt History
+ */
+
+echo $this->element('ledger_entries', array
+		    (// Grid configuration
+		     'config' => array
+		     ('caption' => 'Receipts',
+		      'limit'   => 5,
+		      'filter' => array('Customer.id' => $customer['Customer']['id'],
+					'Transaction.type' => 'RECEIPT',
+					'Tender.id !=' => null,
+					//'Account.id !=' => '-AR-'
+					),
+		      'include' => array('Transaction'),
+		      'exclude' => array('Entry', 'Account', 'Cr/Dr'),
+		      'remap'   => array('Transaction' => 'Receipt'),
 		      )));
 
 
@@ -73,13 +113,28 @@ echo $this->element('leases', array
 		    (// Grid configuration
 		     'config' => array
 		     ('caption' => 'Lease History',
-		      'filter' => array('Customer.id' => $customer['Customer']['id']),
+		      'limit'   => 5,
+		      'filter'  => array('Customer.id' => $customer['Customer']['id']),
 		      'exclude' => array('Customer'),
 		      'sort_column' => 'Move-In',
 		      'sort_order'  => 'DESC',
 		      )));
 
 
+/**********************************************************************
+ * Contacts
+ */
+
+echo $this->element('contacts', array
+		    (// Grid configuration
+		     'config' => array
+		     ('caption' => 'Customer Contacts',
+		      'limit'   => 5,
+		      'filter'  => array('Customer.id' => $customer['Customer']['id']),
+		      'include' => array('Relationship'),
+		      )));
+
+
 /**********************************************************************
  * Customer Account History
  */
@@ -90,28 +145,11 @@ echo $this->element('statement_entries', array
 		     ('caption' => 'Customer Statement',
 		      'filter' => array('Customer.id' => $customer['Customer']['id'],
 					'type !=' => 'VOID'),
+		      //'include' => array('Sub-Total'),
 		      'exclude' => array('Customer'),
 		      )));
 
 
-/**********************************************************************
- * Receipt History
- */
-
-echo $this->element('ledger_entries', array
-		    (// Grid configuration
-		     'config' => array
-		     ('caption' => 'Receipts',
-		      'filter' => array('Customer.id' => $customer['Customer']['id'],
-					'Transaction.type' => 'RECEIPT',
-					'Tender.id !=' => null,
-					//'Account.id !=' => '-AR-'
-					),
-		      'include' => array('Transaction'),
-		      'exclude' => array('Entry', 'Account', 'Cr/Dr'),
-		      )));
-
-
 /* End "detail supporting" div */
 echo '</div>' . "\n";
 

site/views/elements/contacts.ctp

@@ -6,6 +6,7 @@ $cols['Relationship'] = array('index' => 'ContactsCustomer.type',   'formatter'
 $cols['Name']         = array('index' => 'Contact.display_name',    'formatter' => 'longname');
 $cols['Last Name']    = array('index' => 'Contact.last_name',       'formatter' => 'name');
 $cols['First Name']   = array('index' => 'Contact.first_name',      'formatter' => 'name');
+$cols['License']      = array('index' => 'Contact.id_local',        'formatter' => 'name');
 $cols['Company']      = array('index' => 'Contact.company_name',    'formatter' => 'longname');
 $cols['Comment']      = array('index' => 'Contact.comment',         'formatter' => 'comment');
 
@@ -16,4 +17,4 @@ $grid
 ->defaultFields(array('Last Name', 'First Name'))
 ->searchFields(array('Last Name', 'First Name', 'Company'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Relationship', 'Comment')));
+	 array_diff(array_keys($cols), array('Relationship', 'License', 'Comment')));

site/views/elements/customers.ctp

@@ -6,7 +6,9 @@ $cols['Relationship']  = array('index' => 'ContactsCustomer.type',      'formatt
 $cols['Name']          = array('index' => 'Customer.name',              'formatter' => 'longname');
 $cols['Last Name']     = array('index' => 'PrimaryContact.last_name',   'formatter' => 'name');
 $cols['First Name']    = array('index' => 'PrimaryContact.first_name',  'formatter' => 'name');
-$cols['Leases']        = array('index' => 'current_lease_count',        'formatter' => 'number');
+$cols['Units']         = array('index' => 'current_lease_count',        'formatter' => 'number');
+$cols['Past Leases']   = array('index' => 'past_lease_count',           'formatter' => 'number');
+$cols['Leases']        = array('index' => 'lease_count',                'formatter' => 'number');
 $cols['Balance']       = array('index' => 'balance',                    'formatter' => 'currency');
 $cols['Comment']       = array('index' => 'Customer.comment',           'formatter' => 'comment');
 
@@ -17,4 +19,4 @@ $grid
 ->defaultFields(array('Name'))
 ->searchFields(array('Name', 'Last Name', 'First Name'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Relationship', 'Comment')));
+	 array_diff(array_keys($cols), array('Relationship', 'Past Leases', 'Comment')));

site/views/elements/leases.ctp

@@ -4,6 +4,7 @@
 $cols = array();
 $cols['Lease']     = array('index' => 'Lease.number',        'formatter' => 'id');
 $cols['Unit']      = array('index' => 'Unit.name',           'formatter' => 'shortname',  'align' => 'center');
+$cols['Customer id'] = array('index' => 'Customer.id',       'hidden' => true);
 $cols['Customer']  = array('index' => 'Customer.name',       'formatter' => 'longname');
 $cols['Rent']      = array('index' => 'Lease.rent',          'formatter' => 'currency');
 $cols['Deposit']   = array('index' => 'Lease.deposit',       'formatter' => 'currency');

site/views/elements/statement_entries.ctp

@@ -21,7 +21,7 @@ $cols['Debit']          = array('index' => 'charge',              'formatter' =>
 $cols['Credit']         = array('index' => 'disbursement',        'formatter' => 'currency');
 
 $cols['Amount']         = array('index' => "StatementEntry.amount", 'formatter' => 'currency');
-$cols['Applied']        = array('index' => "applied",             'formatter' => 'currency');
+$cols['Received']       = array('index' => "applied",             'formatter' => 'currency');
 // 'balance' is already in use as part of charge/disbursement/balance.
 // 'unapplied' isn't quite the right term, but it's not customer visible.
 $cols['Balance']        = array('index' => "unapplied",           'formatter' => 'currency');
@@ -32,6 +32,22 @@ if (isset($subtotal_column))
   $cols['Sub-Total']['index'] =
     'subtotal-' . $cols[$subtotal_column]['index'];
 
+if ((isset($action) && $action == 'unreconciled') ||
+    (isset($config) && isset($config['action']) && $config['action'] == 'unreconciled')) {
+  if (isset($config) && !isset($config['grid_div_id']))
+    $config['grid_div_id'] = 'unpaid';
+  $include_columns = array('Entry', 'Date',
+			   'Effective', 'Customer', 'Unit',
+			   'Account', 'Amount', 'Received', 'Balance');
+}
+else {
+  $include_columns =
+    array_diff(array_keys($cols),
+	       array('Transaction', 'Through', 'Lease',
+		     'Amount', 'Received', 'Balance', 'Sub-Total',
+		     'Comment'));
+}
+
 // Include custom data
 $grid->customData(compact('statement_entry_id'));
 
@@ -41,8 +57,5 @@ $grid
 ->sortField('Date', 'DESC')
 ->defaultFields(array('Entry', 'Date', 'Charge', 'Payment'))
 ->searchFields(array('Customer', 'Unit'))
-->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Transaction', 'Through', 'Lease',
-					     'Amount', 'Applied', 'Balance', 'Sub-Total',
-					     'Comment')));
+->render($this, isset($config) ? $config : null, $include_columns);
 

site/views/elements/transactions.ctp

@@ -1,13 +1,18 @@
 <?php /* -*- mode:PHP -*- */
 
+if (isset($include))
+  $include = is_array($include) ? $include : array($include);
+else
+  $include = array();
+
 // Define the table columns
 $cols = array();
 $cols['ID']        = array('index' => 'Transaction.id',            'formatter' => 'id');
 $cols['Type']      = array('index' => 'Transaction.type',          'formatter' => 'enum');
-//$cols['Customer']  = array('index' => 'Customer.name',             'formatter' => 'longname');
+$cols['Customer']  = array('index' => 'Customer.name',             'formatter' => 'longname');
 $cols['Timestamp'] = array('index' => 'Transaction.stamp',         'formatter' => 'date');
 $cols['Amount']    = array('index' => 'Transaction.amount',        'formatter' => 'currency');
-$cols['entries']   = array('index' => 'entries',                   'formatter' => 'number');
+$cols['Entries']   = array('index' => 'entries',                   'formatter' => 'number');
 $cols['Comment']   = array('index' => 'Transaction.comment',       'formatter' => 'comment');
 
 // Render the grid
@@ -17,4 +22,4 @@ $grid
 ->defaultFields(array('ID', 'Timestamp'))
 ->searchFields(array('Type', 'Comment'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Comment')));
+	 array_merge($include, array_diff(array_keys($cols), array('Customer', 'Comment'))));

site/views/elements/unit_sizes.ctp

@@ -3,6 +3,7 @@
 // Define the table columns
 $cols = array();
 $cols['Size']         = array('index' => 'UnitSize.name',     'formatter' => 'shortname');
+$cols['Type']         = array('index' => 'UnitType.name',     'formatter' => 'shortname');
 $cols['Width']        = array('index' => 'UnitSize.width',    'formatter' => 'number');
 $cols['Depth']        = array('index' => 'UnitSize.depth',    'formatter' => 'number');
 $cols['Height']       = array('index' => 'UnitSize.height',   'formatter' => 'number');
@@ -10,8 +11,8 @@ $cols['Area']         = array('index' => 'sqft',              'formatter' => 'nu
 $cols['Volume']       = array('index' => 'cuft',              'formatter' => 'number');
 $cols['Deposit']      = array('index' => 'UnitSize.deposit',  'formatter' => 'currency');
 $cols['Rent']         = array('index' => 'UnitSize.rent',     'formatter' => 'currency');
-$cols['A. Cost']      = array('index' => 'sqcost',            'formatter' => 'currency');
-$cols['V. Cost']      = array('index' => 'cucost',            'formatter' => 'currency');
+$cols['Per Foot']     = array('index' => 'sqcost',            'formatter' => 'currency');
+$cols['Per Cubic Ft'] = array('index' => 'cucost',            'formatter' => 'currency');
 $cols['Unavailable']  = array('index' => 'unavailable',       'formatter' => 'number');
 $cols['Occupied']     = array('index' => 'occupied',          'formatter' => 'number');
 $cols['Available']    = array('index' => 'available',         'formatter' => 'number');
@@ -27,7 +28,13 @@ $grid
 ->defaultFields(array('Size', 'Area'))
 ->searchFields(array('Size', 'Width', 'Depth', 'Area', 'Deposit', 'Rent'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Height', 'Volume',
-					     'A. Cost', 'V. Cost',
-					     'Occupied', 'Total', 'Occupancy', 'Vacancy',
+	 array_diff(array_keys($cols), array('Width', 'Depth',
+					     'Deposit',
+					     'Height', 'Volume',
+					     //'Per Foot',
+					     'Per Cubic Ft',
+					     'Occupied',
+					     //'Total',
+					     'Occupancy',
+					     //'Vacancy',
 					     'Comment')));

site/views/helpers/format.php

@@ -47,6 +47,13 @@ class FormatHelper extends AppHelper {
     return $currency;
   }
 
+  function percent($amount, $precision = 2) {
+    if (!isset($amount))
+      return '-';
+
+    return self::$number->toPercentage($amount*100, $precision);
+  }
+
   function date($date, $age = false, $class = null, $time = false) {
     if (!$date) return null;
 

site/views/helpers/grid.php

@@ -215,6 +215,12 @@ class GridHelper extends AppHelper {
     }
     $this->jqGrid_options['controller'] = $controller;
 
+    // Add in any custom variables requested
+    if (isset($config['custom'])) {
+      $this->customData($config['custom']);
+      unset($config['custom']);
+    }
+
     // Incorporate all other user options
     if (isset($config))
       $this->jqGrid_options = array_merge($this->jqGrid_options, $config);

site/views/layouts/default.ctp

@@ -58,10 +58,6 @@
 			$protocol = 'http://';
 
 		echo $html->meta('icon') . "\n";
-		echo $html->css('cake.generic') . "\n";
-		echo $html->css('layout') . "\n";
-		echo $html->css('print', null, array('media' => 'print')) . "\n";
-		echo $html->css('sidemenu') . "\n";
 
 		$theme = 'smoothness';
 		$theme = 'base';
@@ -73,7 +69,11 @@
 		if (sandbox())
 			$theme = 'darkness';
 
+		echo $html->css('cake.generic') . "\n";
 		echo $html->css('themes/'.$theme.'/ui.all') . "\n";
+		echo $html->css('layout') . "\n";
+		echo $html->css('print', null, array('media' => 'print')) . "\n";
+		echo $html->css('sidemenu') . "\n";
 
 		echo $javascript->link('jquery-1.3.2.min') . "\n";
 		echo $javascript->link('jquery-ui-1.7.2.custom.min') . "\n";

site/views/leases/invoice.ctp

@@ -111,13 +111,13 @@ function showResponse(responseText, statusText)  {
     if (!$("#repeat").attr("checked")) {
       window.location.href =
       <?php if (empty($movein)): ?>
-	"<?php echo $html->url(array('controller' => 'leases',
+	"<?php echo $html->url(array('controller' => 'customers',
 		                     'action'     => 'view')); ?>"
-	+ "/" + $("#lease-id").val();
+	+ "/" + $("#customer-id").val();
       <?php else: ?>
 	"<?php echo $html->url(array('controller' => 'customers',
 		                     'action'     => 'receipt')); ?>"
-	+ "/" + "<?php echo $customer['id']; ?>";
+	+ "/" + $("#customer-id").val();
       <?php endif; ?>
       return;
     }
@@ -144,6 +144,7 @@ function resetForm(nocharge) {
 function onRowSelect(grid_id, lease_id) {
   // Set the item id that will be returned with the form
   $("#lease-id").val(lease_id);
+  $("#customer-id").val($(grid_id).getCell(lease_id, 'Customer-id'));
 
   $("#invoice-lease").html($(grid_id).getCell(lease_id, 'Lease-number'));
   $("#invoice-unit").html($(grid_id).getCell(lease_id, 'Unit-name'));
@@ -362,11 +363,10 @@ echo $form->input("Lease.id",
 			'type' => 'hidden',
 			'value' => 0));
 
-if (!empty($movein))
-  echo $form->input("Customer.id",
-		    array('id' => 'customer-id',
-			  'type' => 'hidden',
-			  'value' => $customer['id']));
+echo $form->input("Customer.id",
+		  array('id' => 'customer-id',
+			'type' => 'hidden',
+			'value' => 0));
 
 /* echo '<fieldset CLASS="invoice">' . "\n"; */
 /* echo ' <legend>Invoice</legend>' . "\n"; */
@@ -433,6 +433,8 @@ Configure::write('debug', '0');
 
       <?php if (isset($lease['id'])): ?>
       $("#lease-id").val(<?php echo $lease['id']; ?>);
+      $("#customer-id").val(<?php echo $customer['id']; ?>);
+
       $("#invoice-lease").html("<?php echo '#'.$lease['number']; ?>");
       $("#invoice-unit").html("<?php echo $unit['name']; ?>");
       $("#invoice-customer").html("<?php echo $customer['name']; ?>");
@@ -450,6 +452,7 @@ Configure::write('debug', '0');
 
       <?php else: ?>
       $("#lease-id").val(0);
+      $("#customer-id").val(<?php echo empty($movein) ? 0 : $customer['id']; ?>);
       $("#invoice-lease").html("INTERNAL ERROR");
       $("#invoice-unit").html("INTERNAL ERROR");
       $("#invoice-customer").html("INTERNAL ERROR");

site/views/leases/overview.ctp

@@ -0,0 +1,74 @@
+<?php /* -*- mode:PHP -*- */
+
+echo '<div class="lease overview">' . "\n";
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Overview Main Section
+ */
+
+/*
+$rows = array();
+$rows[] = array('',         FormatHelper::currency($overview['']));
+
+echo $this->element('table',
+                    array('class'   => 'item lease detail',
+                          'caption' => '',  
+                          'rows'    => $rows,
+                          'column_class' => array('field', 'value')));
+*/
+
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Supporting Elements Section
+ */
+
+echo '<div CLASS="detail supporting">' . "\n";
+
+$headers = array('', 'Count');
+$row_class = array();
+$rows = array();
+foreach ($overview['months'] AS $month) {
+    $row_class[] = 'subheader';
+    $rows[] = array($month['name']);
+
+    $odd = 1;
+    $row_class[] = array('subitem', $odd ? 'oddrow' : 'evenrow');
+    $rows[] = array('Beginning of Month', $month['start']); $odd = !$odd;
+    $row_class[] = array('subitem', $odd ? 'oddrow' : 'evenrow');
+    $rows[] = array('+ Move-Ins', $month['movein']); $odd = !$odd;
+    $row_class[] = array('subitem', $odd ? 'oddrow' : 'evenrow');
+    $rows[] = array('- Move-Outs', $month['moveout']); $odd = !$odd;
+
+    $row_class[] = 'grand';
+    $rows[] = array('End of ' . $month['name'], $month['finish']);
+}
+
+echo $this->element('table',
+                    array('class'   => 'item lease-overview overview list',
+                          'caption' => 'Leased Units By Month',
+                          'headers' => $headers,
+                          'rows'    => $rows,
+                          'row_class' => $row_class,
+                          'suppress_alternate_rows' => true
+                          ));
+
+?>
+<script type="text/javascript"><!--
+jQuery(document).ready(function(){ 
+        jQuery('table.overview td.subheader').attr('colSpan', 2);
+});
+--></script>
+<?php
+
+
+/* End "detail supporting" div */
+echo '</div>' . "\n";
+
+/* End page div */
+echo '</div>' . "\n";

site/views/leases/view.ctp

@@ -78,6 +78,21 @@ echo '</div>' . "\n";
 echo '<div CLASS="detail supporting">' . "\n";
 
 
+/**********************************************************************
+ * Unpaid Charges
+ */
+
+echo $this->element('statement_entries', array
+		    (// Grid configuration
+		     'config' => array
+		     ('caption' => 'Outstanding Charges',
+		      'limit'   => 10,
+		      'action'  => 'unreconciled',
+		      'filter'  => array('StatementEntry.lease_id' => $lease['id']),
+		      'exclude' => array('Customer', 'Unit'),
+		      )));
+
+
 /**********************************************************************
  * Lease Account History
  */
@@ -86,30 +101,12 @@ echo $this->element('statement_entries', array
 		    (// Grid configuration
 		     'config' => array
 		     ('caption' => 'Lease Statement',
-		      'filter' => array('Lease.id' => $lease['id']),
+		      'filter'  => array('Lease.id' => $lease['id']),
 		      'include' => array('Through'),
 		      'exclude' => array('Customer', 'Lease', 'Unit'),
 		      )));
 
 
-/**********************************************************************
- * Receipt History
- */
-
-echo $this->element('ledger_entries', array
-		    (// Grid configuration
-		     'config' => array
-		     ('caption' => 'Customer Receipts',
-		      'filter' => array('Customer.id' => $customer['id'],
-					'Transaction.type' => 'RECEIPT',
-					'Tender.id !=' => null,
-					//'Account.id !=' => '-AR-'
-					),
-		      'include' => array('Transaction'),
-		      'exclude' => array('Entry', 'Account', 'Cr/Dr'),
-		      )));
-
-
 /* End "detail supporting" div */
 echo '</div>' . "\n";
 

site/views/statement_entries/chargesbymonth.ctp

@@ -0,0 +1,69 @@
+<?php /* -*- mode:PHP -*- */
+
+echo '<div class="statement_entry overview">' . "\n";
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Overview Main Section
+ */
+
+$rows = array();
+$rows[] = array("$months Month Charges", FormatHelper::currency($overview['charges']));
+
+echo $this->element('table',
+                    array('class'   => 'item statement_entry detail',
+                          'caption' => 'Monthly Charges',  
+                          'rows'    => $rows,
+                          'column_class' => array('field', 'value')));
+
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Supporting Elements Section
+ */
+
+echo '<div CLASS="detail supporting">' . "\n";
+
+$headers = array('Account', 'Amount');
+$row_class = array();
+$rows = array();
+foreach ($overview['months'] AS $month) {
+    $row_class[] = 'subheader';
+    $rows[] = array($month['name']);
+
+    $odd = 1;
+    foreach ($month['subs'] AS $sub) {
+        $row_class[] = array('subitem', $odd ? 'oddrow' : 'evenrow');
+        $rows[] = array($sub['name'], FormatHelper::currency($sub['charges']));
+        $odd = !$odd;
+    }
+    $row_class[] = 'grand';
+    $rows[] = array('Total for '.$month['name'], FormatHelper::currency($month['charges']));
+}
+
+echo $this->element('table',
+                    array('class'   => 'item statement_entry-overview overview list',
+                          'caption' => 'Months',
+                          'headers' => $headers,
+                          'rows'    => $rows,
+                          'row_class' => $row_class,
+                          'suppress_alternate_rows' => true
+                          ));
+
+?>
+<script type="text/javascript"><!--
+jQuery(document).ready(function(){ 
+        jQuery('table.overview td.subheader').attr('colSpan', 2);
+});
+--></script>
+<?php
+
+/* End "detail supporting" div */
+echo '</div>' . "\n";
+
+/* End page div */
+echo '</div>' . "\n";

site/views/units/overview.ctp

@@ -0,0 +1,128 @@
+<?php /* -*- mode:PHP -*- */
+
+echo '<div class="unit overview">' . "\n";
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Overview Main Section
+ */
+
+$rows = array();
+$rows[] = array('Total Units',           $overview['count']);
+$rows[] = array('Gross Scheduled Rent',  FormatHelper::currency($overview['rents']));
+
+echo $this->element('table',
+                    array('class'   => 'item unit detail',
+                          'caption' => 'Unit Overview',  
+                          'rows'    => $rows,
+                          'column_class' => array('field', 'value')));
+
+
+/**********************************************************************
+ * Unit Overview Info Box
+
+echo '<div class="infobox">' . "\n";
+$rows = array();
+$rows[] = array('Security Deposit:',  FormatHelper::currency($outstandingDeposit));
+$rows[] = array('Balance:',           FormatHelper::currency($outstandingBalance));
+echo $this->element('table',
+		    array('class'   => 'summary',
+			  'rows'    => $rows,
+			  'column_class' => array('field', 'value'),
+			  'suppress_alternate_rows' => true,
+			  ));
+echo '</div>' . "\n";
+ */
+
+
+/**********************************************************************
+ **********************************************************************
+ **********************************************************************
+ **********************************************************************
+ * Supporting Elements Section
+ */
+
+echo '<div CLASS="detail supporting">' . "\n";
+
+/*
+foreach ($overview['types'] AS $type) {
+    $headers = array('Status', 'Count', 'Rent',
+                     'Physical', 'Economic', 'Physical (Facility)', 'Economic (Facility)');
+    $row_class = array();
+    $rows = array();
+    foreach ($type['subs'] AS $sub) {
+        $row_class[] = array();
+        $rows[] = array($sub['name'], $sub['count'], FormatHelper::currency($sub['rents']),
+                        FormatHelper::percent($sub['phys_subpct'], 1),
+                        FormatHelper::percent($sub['econ_subpct'], 1),
+                        FormatHelper::percent($sub['phys_totpct'], 1),
+                        FormatHelper::percent($sub['econ_totpct'], 1));
+    }
+    $row_class[] = 'grand';
+    $rows[] = array('Total '.$type['name'], $type['count'], FormatHelper::currency($type['rents']),
+                    FormatHelper::percent(1, 1),
+                    FormatHelper::percent(1, 1),
+                    FormatHelper::percent($type['phys_pct'], 1),
+                    FormatHelper::percent($type['econ_pct'], 1));
+
+    echo $this->element('table',
+                        array('class'   => 'item unit-overview overview list',
+                              'caption' => $type['name'],
+                              'headers' => $headers,
+                              'rows'    => $rows,
+                              'row_class' => $row_class
+                              ));
+}
+*/
+
+$headers = array('Status', 'Count', 'Rent',
+                 'Physical', 'Economic', 'Physical<BR>(Facility)', 'Economic<BR>(Facility)');
+$row_class = array();
+$rows = array();
+foreach ($overview['types'] AS $type) {
+    $row_class[] = 'subheader';
+    $rows[] = array($type['name']);
+
+    $odd = 1;
+    foreach ($type['subs'] AS $sub) {
+        $row_class[] = array('subitem', $odd ? 'oddrow' : 'evenrow');
+        $rows[] = array($sub['name'], $sub['count'], FormatHelper::currency($sub['rents']),
+                        FormatHelper::percent($sub['phys_subpct'], 1),
+                        FormatHelper::percent($sub['econ_subpct'], 1),
+                        FormatHelper::percent($sub['phys_totpct'], 1),
+                        FormatHelper::percent($sub['econ_totpct'], 1));
+        $odd = !$odd;
+    }
+    $row_class[] = 'grand';
+    $rows[] = array('Total '.$type['name'], $type['count'], FormatHelper::currency($type['rents']),
+                    FormatHelper::percent(1, 1),
+                    FormatHelper::percent(1, 1),
+                    FormatHelper::percent($type['phys_pct'], 1),
+                    FormatHelper::percent($type['econ_pct'], 1));
+
+}
+
+echo $this->element('table',
+                    array('class'   => 'item unit-overview overview list',
+                          'caption' => 'Unit Types',
+                          'headers' => $headers,
+                          'rows'    => $rows,
+                          'row_class' => $row_class,
+                          'suppress_alternate_rows' => true
+                          ));
+
+?>
+<script type="text/javascript"><!--
+jQuery(document).ready(function(){ 
+        jQuery('table.overview td.subheader').attr('colSpan', 7);
+});
+--></script>
+<?php
+
+/* End "detail supporting" div */
+echo '</div>' . "\n";
+
+/* End page div */
+echo '</div>' . "\n";

site/views/units/view.ctp

@@ -76,26 +76,6 @@ echo $this->element('leases', array
 		      )));
 
 
-/**********************************************************************
- * Current Customer Lease Account History
- */
-
-if (isset($current_lease['id'])) {
-    echo $this->element('statement_entries', array
-			(// Grid configuration
-			 'config' => array
-			 (
-			  'caption' =>
-			  ('Current Lease Statement ('
-			   . $current_lease['Customer']['name']
-			   . ')'),
-			  'filter' => array('Lease.id' => $current_lease['id']),
-			  'include' => array('Through'),
-			  'exclude' => array('Customer', 'Lease', 'Unit'),
-			  )));
-}
-
-
 /* End "detail supporting" div */
 echo '</div>' . "\n";
 

site/webroot/css/layout.css

@@ -19,6 +19,10 @@ td#pagecolumn  { padding-left: 4mm; }
 td#sidecolumn  { width: 1% }
 
 
+/* Ignore themes that want to increase font size */
+.ui-widget { font-size : 1.0em }
+
+
 /************************************************************
  ************************************************************
  * Panel captions
@@ -266,6 +270,16 @@ form#collected-form input[type=button] { float : left;
 /* NSF items */
 .nsf-tender { text-decoration: line-through; }
 
+/* Overview lists */
+table.overview td.grand                     { border-top : 4px double #000; }
+table.overview td.subheader                 { padding-top: 1em; padding-left: 0.5em; font-size: 150%; }
+table.overview td:first-child.subitem       { padding-left: 2em; }
+table.overview td:first-child               { text-align: left; }
+table.overview td                           { text-align: right; }
+table.overview td.oddrow                    { background : #f4f4f4; }
+table.statement_entry-overview              { width : 50% }
+table.lease-overview                        { width : 50% }
+
 
 /************************************************************
  ************************************************************