Fixed bug that was using an existing entry, even when the source had been selected as new.

git-svn-id: file:///svn-source/pmgr/branches/hosted_migration_20130215@1029 97e9348a-65ac-dc4b-aefc-98561f571b83

bookkeeping.notes

@@ -1,51 +0,0 @@
-Book Keeping Challenges / Issues
-  - Chart of Accounts is not sufficient
-    - One payment can go towards more than one charge
-    - One charge can be paid for by more than one payment
-    - Need to know: how much money does customer owe?
-    - Need to know: how much money has customer been charged for "Rent"?
-    - Need to know: how much money has customer paid towards "Rent" (nothing else)?
-
-
-  - Reverse a charge
-    To make charge reversal work, I'm presently issuing a credit note
-    (transaction) that has 3 ledger entries:
-       Debit charged account   -  Credit A/R
-       Debit A/R               -  Credit "Credit" account
-       Debit "Credit" account  -  Credit A/R
-    And 3 statement entries:
-       Reversal on charged account
-       Negative Disbursement on "Credit" account
-       Positive Disbursement on "Credit" account
-
-    Obviously, the two "Credit" account ledger entries cancel each other
-    out.  However, the monies need to be reversed in the A/R account, and a
-    previous transaction will have already performed an A/R credit and so
-    the two A/R credits will create an imbalance in A/R unless we move
-    those funds to our "Credit" account.  The "Credit" account statement
-    entries are needed to undo any previous disbursement to the charge
-    being reversed, and then to re-disburse those funds to a different
-    charge (or possibly just a Surplus entry if no other charges exist.)
-
-
-Question
-  - What should be recorded with this charge reversal?
-    Charge of $5 for "Parking"
-    Charge of $6 for "Rent"
-    Payment of $6
-    Reverse the $5 "Parking" charge
-
-  - What should be recorded with this charge reversal?
-    Charge of $5 for "Parking"
-    Charge of $6 for "Rent"
-    Charge of $7 for "Pets"
-    Payment of $13
-    Reverse the $5 "Parking" charge
-
-  - What should be recorded with this charge reversal?
-    Charge of $5 for "Parking"
-    Charge of $6 for "Rent"
-    Charge of $7 for "Pets"
-    Payment of $18
-    Reverse the $5 "Parking" charge
-

build.cmd

@@ -1,3 +0,0 @@
-@echo off
-mysql --user=pmgr --password=pmgruser < %~dp0\db\property_manager.sql
-echo Done!

db/scratch.sql

@@ -1,678 +0,0 @@
--- Delete bad transaction(s)
-DELETE M
- FROM 
- pmgr_ledger_entries LE,
- pmgr_tenders M
- WHERE 
- M.ledger_entry_id = LE.id AND
- LE.transaction_id
- IN (467);
-DELETE LE
- FROM 
- pmgr_ledger_entries LE
- WHERE 
- LE.transaction_id
- IN (467);
-DELETE SE
- FROM 
- pmgr_statement_entries SE
- WHERE 
- SE.transaction_id
- IN (467);
-DELETE T
- FROM 
- pmgr_transactions T
- WHERE 
- T.id
- IN (467);
-
--- Delete bad transaction, one variable setting
-SET @tid = 467;
-DELETE M FROM  pmgr_ledger_entries LE, pmgr_tenders M
- WHERE M.ledger_entry_id = LE.id AND LE.transaction_id = @tid;
-DELETE LE FROM pmgr_ledger_entries LE
- WHERE LE.transaction_id = @tid;
-DELETE SE FROM pmgr_statement_entries SE
- WHERE SE.transaction_id = @tid;
-DELETE T FROM pmgr_transactions T
- WHERE T.id = @tid;
-
-
--- Delete all but one customer
-SET @cid = 6;
--- DELETE T FROM pmgr_transactions T
---  LEFT JOIN pmgr_customers C ON C.id = T.customer_id
---  WHERE C.id IS NOT NULL AND C.id <> @cid;
-DELETE C FROM pmgr_customers C
- WHERE C.id <> @cid;
-DELETE L FROM pmgr_leases L
- LEFT JOIN pmgr_customers C ON C.id = L.customer_id
- WHERE C.id IS NULL;
-DELETE T FROM pmgr_transactions T
- LEFT JOIN pmgr_customers C ON C.id = T.customer_id
- WHERE C.id IS NULL;
-DELETE SE FROM pmgr_statement_entries SE
- LEFT JOIN pmgr_customers C ON C.id = SE.customer_id
- WHERE C.id IS NULL;
-DELETE LE FROM pmgr_ledger_entries LE
- LEFT JOIN pmgr_transactions T ON T.id = LE.transaction_id
- WHERE T.id IS NULL;
-DELETE M FROM pmgr_tenders M
- LEFT JOIN pmgr_ledger_entries LE ON M.ledger_entry_id = LE.id
- WHERE LE.id IS NULL;
-DELETE DE FROM pmgr_double_entries DE
- LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.debit_entry_id
- WHERE LE.id IS NULL;
-DELETE DE FROM pmgr_double_entries DE
- LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.credit_entry_id
- WHERE LE.id IS NULL;
-UPDATE pmgr_ledger_entries LE, pmgr_ledgers L, pmgr_accounts A
- SET LE.ledger_id = L.id
- WHERE A.id = LE.account_id AND L.account_id = A.id AND L.sequence = 1;
-DELETE FROM pmgr_ledgers WHERE sequence > 1;
-UPDATE pmgr_ledgers SET prior_ledger_id = NULL, close_transaction_id = NULL;
-
-
--- Delete a ledger entry, associated double entry, and matching ledger_entry
-SET @leid = 1365;
-DELETE FROM pmgr_ledger_entries WHERE id = @leid;
-DELETE DE FROM pmgr_double_entries DE
- LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.debit_entry_id
- WHERE LE.id IS NULL;
-DELETE DE FROM pmgr_double_entries DE
- LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.credit_entry_id
- WHERE LE.id IS NULL;
-DELETE LE FROM pmgr_ledger_entries LE
- LEFT JOIN pmgr_double_entries DE 
-   ON DE.credit_entry_id = LE.id OR DE.debit_entry_id = LE.id
- WHERE DE.id IS NULL;
-
--- Add and update every Tender.ledger_entry_id (for rolling up old databases)
--- Takes a while to complete (~30s at time of writing)
-ALTER TABLE `pmgr_tenders`
- ADD `deposit_ledger_entry_id` INT UNSIGNED DEFAULT NULL
- AFTER `nsf_ledger_entry_id`;
-UPDATE
-pmgr_tenders Tnd
-JOIN pmgr_tender_types TndT ON TndT.id = Tnd.tender_type_id
-JOIN pmgr_transactions T ON T.id = Tnd.deposit_transaction_id
-JOIN pmgr_ledger_entries LE ON LE.transaction_id = T.id AND LE.account_id = TndT.account_id
-JOIN pmgr_double_entries DE ON DE.debit_entry_id = LE.id OR DE.credit_entry_id = LE.id
-JOIN pmgr_ledger_entries LEd ON (DE.debit_entry_id = LEd.id OR DE.credit_entry_id = LEd.id)
-    AND LEd.id <> LE.id    
-SET Tnd.deposit_ledger_entry_id = LEd.id;
-
-
--- Add auto_deposit and deposit_account_id to tenders
-ALTER TABLE `pmgr_tender_types`
- ADD `auto_deposit` TINYINT(1) UNSIGNED DEFAULT '0' NOT NULL
- AFTER `tillable`;
-ALTER TABLE `pmgr_tender_types`
- ADD `deposit_account_id` INTEGER(10) UNSIGNED DEFAULT NULL
- AFTER `account_id`;
-
-
--- Determine economic conditions
-SELECT `status`, COUNT(id), SUM(rent) FROM pmgr_units
-GROUP BY `status` WITH ROLLUP;
-
-
--- Check that transaction totals add up correctly
-SELECT T.id, T.type, T.amount,
--- T.type, A.type, E.crdr,
- SUM(IF(E.account_id = T.account_id,
-        IF(A.type IN ('ASSET','EXPENSE') XOR E.crdr='DEBIT',-1,1),0)
-     *E.amount) AS Tamt,  
- SUM(IF(E.account_id = T.account_id,
-        0,IF(A.type IN ('ASSET','EXPENSE') XOR E.crdr='DEBIT',-1,1))
-     *E.amount) AS Oamt,  
- COUNT(E.id) AS Ecnt
-FROM pmgr_transactions T
--- LEFT JOIN pmgr_statement_entries E ON E.transaction_id = T.id  
- LEFT JOIN pmgr_ledger_entries E ON E.transaction_id = T.id 
- LEFT JOIN pmgr_accounts A ON A.id = T.account_id -- E.account_id
--- WHERE 
- -- E.account_id != T.account_id
- GROUP BY T.id 
-   HAVING
-    (T.amount <> IF(T.type IN ('INVOICE','TRANSFER','DEPOSIT','PAYMENT'), Tamt, Oamt))
-      OR      
-    (Tamt * -1 <> Oamt)
-
-
--- Verify that statement entries all have the correct type
-SELECT SE.id, SE.type, T.id, T.type
- FROM pmgr_statement_entries SE
- LEFT JOIN pmgr_transactions T ON T.id = SE.transaction_id 
-WHERE
- ((T.type = 'RECEIPT' OR T.type = 'CREDIT_NOTE') AND
-  SE.type NOT IN ('DISBURSEMENT', 'WAIVER', 'REVERSAL', 'WRITEOFF', 'SURPLUS')
- ) 
- OR
- ((T.type = 'INVOICE' OR T.type = 'PAYMENT') AND
-  SE.type NOT IN ('CHARGE', 'PAYMENT', 'REFUND')
- )  
- -- catch other types not considered in this query
- OR T.type NOT IN ('RECEIPT', 'CREDIT_NOTE', 'INVOICE', 'PAYMENT')
-
-
-
-
--- #################################################################
--- #################################################################
--- #################################################################
--- #################################################################
--- #################################################################
--- #################################################################
--- #################################################################
--- #################################################################
--- #################################################################
--- ## USER / GROUP
-
-INSERT INTO pmgr_groups (`code`, `name`, `rank`)
- VALUES('Owner', 'Owner Group', 25);
-SET @o_gid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_groups (`code`, `name`, `rank`)
- VALUES('Admin', 'Admin Group', 50);
-SET @a_gid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_groups (`code`, `name`, `rank`)
- VALUES('Manager', 'Manager Group', 75);
-SET @m_gid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_groups (`code`, `name`)
- VALUES('Temp', 'Temporary Help');
-SET @t_gid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
- VALUES('AP', 'abijah', 0);
-SET @a_uid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
- VALUES('SK', 'shirley', 0);
-SET @s_uid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
- VALUES('DE', 'dan', 0);
-SET @d_uid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
- VALUES('KD', 'kevin', 0);
-SET @k_uid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_sites (`code`, `name`)
- VALUES('VSS', 'Valley Storage');
-SET @v_sid = LAST_INSERT_ID();
-
-INSERT INTO pmgr_sites (`code`, `name`)
- VALUES('FAKE', 'Fake Site');
-SET @f_sid = LAST_INSERT_ID();
-
--- Site Membership
-
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@v_sid, @a_uid, @o_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@v_sid, @a_uid, @a_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@v_sid, @a_uid, @m_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@v_sid, @s_uid, @m_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@v_sid, @d_uid, @t_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@f_sid, @s_uid, @a_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@f_sid, @s_uid, @m_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@f_sid, @k_uid, @o_gid);
-INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
- VALUES(@f_sid, @d_uid, @t_gid);
-
-
--- Options
-
-INSERT INTO pmgr_options (`name`) VALUES ('theme');
-SET @t_oid = LAST_INSERT_ID();
-INSERT INTO pmgr_options (`name`) VALUES ('menu');
-SET @m_oid = LAST_INSERT_ID();
-
--- Default Option Values
-
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'blue');
-INSERT INTO pmgr_default_options (`option_value_id`) VALUES(LAST_INSERT_ID());
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'basic');
-INSERT INTO pmgr_default_options (`option_value_id`) VALUES(LAST_INSERT_ID());
-
--- Group options
-
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'gold');
-INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
- VALUES(@o_gid, LAST_INSERT_ID());
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'silver');
-INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
- VALUES(@a_gid, LAST_INSERT_ID());
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'red');
-INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
- VALUES(@m_gid, LAST_INSERT_ID());
-
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'advanced');
-INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
- VALUES(@o_gid, LAST_INSERT_ID());
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'advanced');
-INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
- VALUES(@a_gid, LAST_INSERT_ID());
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'restricted');
-INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
- VALUES(@t_gid, LAST_INSERT_ID());
-
--- User Options
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'special');
-INSERT INTO pmgr_user_options (`user_id`, `option_value_id`)
- VALUES(@s_uid, LAST_INSERT_ID());
-
--- Site Options
-INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'site-theme');
-INSERT INTO pmgr_site_options (`site_id`, `option_value_id`)
- VALUES(@f_sid, LAST_INSERT_ID());
-
-
--- SELECT U.id, P.name, MAX(P.access)
---  FROM pmgr_users U
---    LEFT JOIN pmgr_site_membership   M ON M.user_id = U.id
---    LEFT JOIN pmgr_groups            G ON G.id = M.group_id
---    LEFT JOIN pmgr_group_permissions P ON P.group_id = G.id
--- GROUP BY U.id, P.name
-
-
--- User access to site
-SELECT U.id, U.login, COUNT(G.id) AS 'groups', MIN(G.rank) AS highest_rank
- FROM pmgr_users U
-   JOIN pmgr_site_memberships  M ON M.user_id = U.id
-   JOIN pmgr_sites             S ON S.id = M.site_id
-   JOIN pmgr_groups            G ON G.id = M.group_id
-WHERE S.code = 'VSS'
-GROUP BY U.id
-
-
--- User Options
-SELECT O.id, O.name, O.default,
-       GROUP_CONCAT(Uopt.value) AS 'value', COUNT(U.id) AS 'count'
- FROM pmgr_options O
-   LEFT JOIN pmgr_user_options  Uopt ON Uopt.option_id = O.id
-   LEFT JOIN pmgr_users         U    ON U.id = Uopt.user_id
-WHERE U.id = 1
-GROUP BY O.id
-
--- Group Options
-SELECT O.id, O.name, O.default,
-       GROUP_CONCAT(Gopt.value) AS 'value', COUNT(G.id) AS 'count'
- FROM pmgr_options O
-   LEFT JOIN pmgr_group_options  Gopt ON Gopt.option_id = O.id
-   LEFT JOIN pmgr_groups         G    ON G.id = Gopt.group_id
-WHERE G.id = 1
-GROUP BY O.id
-
-
--- Site Options
-SELECT O.id, O.name, O.default,
-       GROUP_CONCAT(Sopt.value) AS 'value', COUNT(S.id) AS 'count'
- FROM pmgr_options O
-   LEFT JOIN pmgr_site_options  Sopt ON Sopt.option_id = O.id
-   LEFT JOIN pmgr_sites         S    ON S.id = Sopt.site_id
-WHERE S.id = 1
-GROUP BY O.id
-
-
--- Option value for member & site
-SELECT O.id, O.name, O.default,
-       S.id AS site_id, Sopt.value,
-       G.id AS group_id, Gopt.value,
-       U.id AS user_id, Uopt.value
- FROM pmgr_options O
-   LEFT JOIN pmgr_site_options  Sopt ON Sopt.option_id = O.id
-   LEFT JOIN pmgr_sites         S    ON S.id = Sopt.site_id
-   LEFT JOIN pmgr_group_options Gopt ON Gopt.option_id = O.id
-   LEFT JOIN pmgr_groups        G    ON G.id = Gopt.group_id
-   LEFT JOIN pmgr_user_options  Uopt ON Uopt.option_id = O.id
-   LEFT JOIN pmgr_users         U    ON U.id = Uopt.user_id
-WHERE O.name = 'theme'
---GROUP BY O.id
-
-
-
--- Option value for member & site
--- 1) User
-SET @sid = 1;
-SET @uid = 1;
-SET @oid = 1;
-SELECT O.name, U.id, Uopt.value
- FROM pmgr_options O
-   JOIN pmgr_user_options      Uopt ON Uopt.option_id = O.id
-   JOIN pmgr_users             U    ON U.id = Uopt.user_id
---   JOIN pmgr_site_memberships  M    ON M.user_id = U.id
---   JOIN pmgr_groups            G    ON G.id = M.group_id
---   JOIN pmgr_sites             S    ON S.id = M.site_id
-WHERE -- S.id = @sid AND
-     U.id = @uid AND O.id = @oid
-;
-
--- 2) Group
-SELECT O.name, G.rank, G.id, Gopt.value
- FROM pmgr_options O
-   JOIN pmgr_group_options     Gopt ON Gopt.option_id = O.id
-   JOIN pmgr_groups            G    ON G.id = Gopt.group_id
-   JOIN pmgr_site_memberships  M    ON M.group_id = G.id
-   JOIN pmgr_users             U    ON U.id = M.user_id
-   JOIN pmgr_sites             S    ON S.id = M.site_id
-WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
-ORDER BY G.rank
-;
-
--- 3) Site
-SELECT O.name, S.id, Sopt.value
- FROM pmgr_options O
-   JOIN pmgr_site_options      Sopt ON Sopt.option_id = O.id
-   JOIN pmgr_sites             S    ON S.id = Sopt.site_id
---    JOIN pmgr_site_memberships  M    ON M.site_id = S.id
---    JOIN pmgr_groups            G    ON G.id = M.group_id
---    JOIN pmgr_users             U    ON U.id = M.user_id
-WHERE S.id = @sid
---      AND U.id = @uid
-      AND O.id = @oid
-;
-
--- 3) Default
-SELECT O.name, O.default AS 'value'
- FROM pmgr_options O
-WHERE O.id = @oid
-;
-
-
--- User Permissions
-
-
--- Group Permissions
-
--- All option values, in order
-SELECT O.name, V.value,
-       U.id AS uid, G.id AS gid, S.id as sid,
-       Dopt.id AS did, G.rank
- FROM pmgr_option_values V
-   JOIN pmgr_options              O    ON O.id = V.option_id
-   LEFT JOIN pmgr_user_options    Uopt ON Uopt.option_value_id = V.id
-   LEFT JOIN pmgr_group_options   Gopt ON Gopt.option_value_id = V.id
-   LEFT JOIN pmgr_site_options    Sopt ON Sopt.option_value_id = V.id
-   LEFT JOIN pmgr_default_options Dopt ON Dopt.option_value_id = V.id
-   LEFT JOIN pmgr_groups          G    ON G.id = Gopt.group_id
-   LEFT JOIN pmgr_users           U    ON U.id = Uopt.user_id
-   LEFT JOIN pmgr_sites           S    ON S.id = Sopt.site_id
-WHERE O.id = @oid
-ORDER BY IF(U.id IS NOT NULL, 1,
-            IF (G.id IS NOT NULL, 2,
-                IF (S.id IS NOT NULL, 3, 4))) ASC,
-         IF (G.id IS NOT NULL, G.rank, 0) ASC
-
-
--- Option values relevant to the user and site, in order
-SELECT O.name, V.value,
-       U.id AS uid, G.id AS gid, S.id as sid,
-       Dopt.id AS did, G.rank
- FROM pmgr_option_values V
-   JOIN pmgr_options              O    ON O.id = V.option_id
-   LEFT JOIN pmgr_user_options    Uopt ON Uopt.option_value_id = V.id
-   LEFT JOIN pmgr_group_options   Gopt ON Gopt.option_value_id = V.id
-   LEFT JOIN pmgr_site_options    Sopt ON Sopt.option_value_id = V.id
-   LEFT JOIN pmgr_default_options Dopt ON Dopt.option_value_id = V.id
-   LEFT JOIN pmgr_groups          G    ON G.id = Gopt.group_id
-   LEFT JOIN pmgr_users           U    ON U.id = Uopt.user_id
-   LEFT JOIN pmgr_sites           S    ON S.id = Sopt.site_id
-   JOIN pmgr_site_memberships  M    ON M.user_id = U.id AND M.site_id = S.id
-WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
-ORDER BY IF(U.id IS NOT NULL, 1,
-            IF (G.id IS NOT NULL, 2,
-                IF (S.id IS NOT NULL, 3, 4))) ASC,
-         IF (G.id IS NOT NULL, G.rank, 0) ASC
-
-
-
-
-
-SET @sid = 1;
-SET @uid = 1;
-SET @oid = 1;
-SELECT O.name, V.value,
-       U.id AS uid,
-		 -- G.id AS gid,
-		 S.id as sid,
-       Dopt.id AS did
-		 -- G.rank
- FROM pmgr_option_values V
-   JOIN pmgr_options              O    ON O.id = V.option_id
-   LEFT JOIN pmgr_user_options    Uopt ON Uopt.option_value_id = V.id
-   LEFT JOIN pmgr_site_options    Sopt ON Sopt.option_value_id = V.id
---   LEFT JOIN pmgr_users           U    ON U.id = Uopt.user_id
---   LEFT JOIN pmgr_group_options   Gopt ON Gopt.option_value_id = V.id
-   LEFT JOIN pmgr_default_options Dopt ON Dopt.option_value_id = V.id
---   LEFT JOIN pmgr_groups          G    ON G.id = Gopt.group_id
-   LEFT JOIN pmgr_users           U    ON U.id = Uopt.user_id
-   LEFT JOIN pmgr_sites           S    ON S.id = Sopt.site_id
-   JOIN pmgr_site_memberships     M    ON M.user_id = U.id -- AND M.site_id = S.id
-WHERE -- S.id = @sid AND U.id = @uid AND 
-  O.id = @oid
-ORDER BY IF(U.id IS NOT NULL, 1,
---            IF (G.id IS NOT NULL, 2,
-                IF (S.id IS NOT NULL, 3, 4)) -- ) ASC,
---         IF (G.id IS NOT NULL, G.rank, 0) ASC
-
-
-
-
-
--- ------------------------------------------------------------
--- ------------------------------------------------------------
--- ------------------------------------------------------------
---  Working version (without defaults)
-SET @sid = 1;
-SET @uid = 1;
-SET @oid = 1;
-SELECT O.name, O.id AS oid, V.value, V.id AS vid,
-       U.id AS uid,
-       G.id AS gid,
-       S.id AS sid,
---       Dopt.id AS did
-       G.rank
- FROM pmgr_users U
-   JOIN pmgr_site_memberships     M ON M.user_id = U.id
-   JOIN pmgr_sites                S ON S.id = M.site_id
-   LEFT JOIN pmgr_groups          G ON G.id = M.group_id
-   LEFT JOIN pmgr_user_options    Uopt ON Uopt.user_id  = U.id
-   LEFT JOIN pmgr_group_options   Gopt ON Gopt.group_id = G.id
-   LEFT JOIN pmgr_site_options    Sopt ON Sopt.site_id  = S.id
-   LEFT JOIN pmgr_option_values   V    ON (V.id = Uopt.option_value_id OR
-                                           V.id = Gopt.option_value_id OR
-                                           V.id = Sopt.option_value_id)
-   JOIN pmgr_options              O    ON O.id = V.option_id
-WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
-ORDER BY IF(U.id IS NOT NULL, 1,
-            IF (G.id IS NOT NULL, 2,
-                IF (S.id IS NOT NULL, 3, 4))) ASC,
-         IF (G.id IS NOT NULL, G.rank, 0) ASC
-;
-
-
-
-
-SET @sid = 1;
-SET @uid = 1;
-SET @oid = 1;
-SELECT O.name, O.id AS oid, V.value, V.id AS vid,
-       U.id AS uid,
-       G.id AS gid,
-       S.id AS sid,
---       Dopt.id AS did
-       G.rank
- FROM pmgr_options O
-   LEFT JOIN pmgr_option_values     V    ON V.option_id = O.id
-   -- Now have the option and all possible values
-   LEFT JOIN pmgr_user_options      Uopt ON Uopt.option_value_id = V.id
-   LEFT JOIN pmgr_group_options     Gopt ON Gopt.option_value_id = V.id
-   LEFT JOIN pmgr_site_options      Sopt ON Sopt.option_value_id = V.id
-   -- Now have the user/group/site that each value applies to
-   LEFT JOIN pmgr_users U           U    ON Uopt.user_id = U.id OR Uopt.user_id IS NULL
-   -- Now restricted to our user
-        JOIN pmgr_site_memberships  M    ON M.user_id = U.id
-        JOIN pmgr_sites             S    ON S.id = M.site_id
-
-
-
-   ON O.id = V.option_id
-   LEFT JOIN pmgr_groups          G ON G.id = M.group_id
-   LEFT JOIN pmgr_option_values   V    ON (V.id = Uopt.option_value_id OR
-                                           V.id = Gopt.option_value_id OR
-                                           V.id = Sopt.option_value_id)
-   JOIN 
-WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
-ORDER BY IF(U.id IS NOT NULL, 1,
-            IF (G.id IS NOT NULL, 2,
-                IF (S.id IS NOT NULL, 3, 4))) ASC,
-         IF (G.id IS NOT NULL, G.rank, 0) ASC
-;
-
-
-
-
-
-
-
-
-
-SET @sid = 1;
-SET @uid = 1;
-SET @oid = 1;
-SELECT O.name, O.id AS oid, V.value, V.id AS vid,
-       U.id AS uid,
-       G.id AS gid,
-       S.id AS sid,
---       Dopt.id AS did
-       G.rank
- FROM pmgr_options O LEFT JOIN pmgr_option_values V ON V.option_id = O.id,
-   pmgr_users U
-   JOIN pmgr_site_memberships     M ON M.user_id = U.id
-   JOIN pmgr_sites                S ON S.id = M.site_id
-   LEFT JOIN pmgr_groups          G ON G.id = M.group_id
-   LEFT JOIN pmgr_user_options    Uopt ON Uopt.user_id  = U.id
-   LEFT JOIN pmgr_group_options   Gopt ON Gopt.group_id = G.id
-   LEFT JOIN pmgr_site_options    Sopt ON Sopt.site_id  = S.id,
-WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
-  AND (V.id = Uopt.option_value_id OR
-       V.id = Gopt.option_value_id OR
-       V.id = Sopt.option_value_id)
-ORDER BY IF(U.id IS NOT NULL, 1,
-            IF (G.id IS NOT NULL, 2,
-                IF (S.id IS NOT NULL, 3, 4))) ASC,
-         IF (G.id IS NOT NULL, G.rank, 0) ASC
-;
-
-
--- ----------------------------------------------------
--- Income by Month
-SELECT MONTH(SE.effective_date) AS mon, YEAR(SE.effective_date) AS yr,
-       SE.account_id AS acct, ROUND(SUM(SE.amount)) AS amt
-FROM pmgr_statement_entries SE
-WHERE SE.type = 'CHARGE'
-  AND SE.effective_date >= '2009-04-01' AND SE.effective_date <= NOW()  
-GROUP BY yr, mon, acct WITH ROLLUP
-
--- ----------------------------------------------------
--- Rent Income by Month
-SELECT MONTH(SE.effective_date) AS mon, YEAR(SE.effective_date) AS yr,
-       ROUND(SUM(SE.amount)) AS amt
-FROM pmgr_statement_entries SE
-WHERE SE.type = 'CHARGE'
-  AND SE.effective_date >= '2009-04-01' AND SE.effective_date <= NOW()  
-  AND SE.account_id = 13
-GROUP BY yr, mon WITH ROLLUP
-
--- ----------------------------------------------------
--- Occupancy during given month
-SELECT COUNT(L.id) FROM pmgr_leases L
-WHERE L.movein_date < '2009-10-01'
-  AND (L.moveout_date IS NULL OR L.moveout_date > '2009-09-01')
-
--- ----------------------------------------------------
--- Move-ins by month
-SELECT MONTH(L.movein_date) AS mon, YEAR(L.movein_date) AS yr, COUNT(L.id)
-FROM pmgr_leases L
-WHERE L.movein_date >= '2009-04-01'
-GROUP BY yr, mon
-
--- ----------------------------------------------------
--- Move-outs by month
-SELECT MONTH(L.moveout_date) AS mon, YEAR(L.moveout_date) AS yr, COUNT(L.id)
-FROM pmgr_leases L
-WHERE L.moveout_date >= '2009-04-01'
-GROUP BY yr, mon
-
--- ----------------------------------------------------
--- Move-ins/Move-outs by month
-SELECT
-   MONTH(L.movein_date) AS mon, YEAR(L.movein_date) AS yr,
-   IF(L.movein_date AS mon, YEAR(L.movein_date) AS yr,
-FROM pmgr_leases L
-WHERE L.movein_date >= '2009-04-01'
-GROUP BY yr, mon
-
-
--- ----------------------------------------------------
--- Rent charged
-SELECT SUM(SE.amount)
- FROM pmgr_statement_entries SE
- LEFT JOIN pmgr_accounts A ON A.id = SE.account_id 
-WHERE A.name = 'Rent'
--- AND SE.effective_date >= '2009-04-01'
--- AND SE.effective_date < '2009-12-01'
-
-
-
-
--- --------------------------------------------------------------
--- Merge two customers
-SELECT * FROM pmgr_statement_entries WHERE customer_id = 65
-;
-UPDATE pmgr_leases SET customer_id=21 WHERE customer_id=65;
-UPDATE pmgr_reservations SET customer_id=21 WHERE customer_id=65;
-UPDATE pmgr_statement_entries SET customer_id=21 WHERE customer_id=65;
-UPDATE pmgr_tenders SET customer_id=21 WHERE customer_id=65;
-UPDATE pmgr_transactions SET customer_id=21 WHERE customer_id=65;
--- Make sure to update customer info afterwards
-
-
--- --------------------------------------------------------------
--- Determine income from a customer
-SELECT NT.name AS 'type', SUM(LE.amount) AS 'total'
- FROM pmgr_tenders N 
-   LEFT JOIN pmgr_tender_types NT ON NT.id = N.tender_type_id   
-   LEFT JOIN pmgr_ledger_entries LE ON LE.id = N.ledger_entry_id   
-   LEFT JOIN pmgr_customers C ON C.id = N.customer_id
- WHERE
-   N.customer_id = 49
-   AND N.nsf_ledger_entry_id IS NULL
-   AND (NT.tillable OR NT.auto_deposit)  
- GROUP BY NT.name WITH ROLLUP
-
-
--- --------------------------------------------------------------
--- Determine rent charges by month
-SELECT MONTH(SE.effective_date) AS 'mon',
-       YEAR(SE.effective_date) AS 'yr',       
-       DATE_FORMAT(SE.effective_date, "%m/1/%Y") AS 'date',
-       SUM(SE.amount) AS 'total'
- FROM pmgr_accounts A
- LEFT JOIN pmgr_statement_entries SE ON SE.account_id = A.id
-WHERE
- A.name = 'Rent' 
- AND SE.effective_date < NOW()
-GROUP BY yr, mon -- WITH ROLLUP
-

requirements.txt

@@ -1,68 +0,0 @@
-N - GATE
-N - ACH / CREDIT CARD PROCESSING
-Y - CREDIT CARD ENTRY
-Y - ACH ENTRY
-P - INVENTORY TRACKING / POS
-Y - UNIT TYPES
-Y - UNIT SIZES
-Y - UNITS
-Y - MOVE IN / OUT
-Y - UNIT TRANSFERS
-Y - LEASE TRACKING (PDF Generation)
-Y - LETTERS (PDF Generation)
-Y - REMINDERS
-Y - MULTIPLE LATE RENT SCHEDULES (Tenant A vs Tenant B)
-Y - ACCOUNTING (assign charges to accounts)
-Y - DETAILED REPORTING (HTML & PDF)
-Y - SITE MAP; HOT CLICKABLE
-P - PROSPECTIVE TENANTS
-Y - MARKETING
-P - RESERVATIONS
-P - MOVE OUT NOTICES
-P - MULTI-SITE (One database, multiple sites)
-Y - GENERATE GEOGRAPHIC MAP OF CUSTOMERS USING GOOGLE!
-    - Major advantage here... MapPoint only choice with competitors
-Y - WEB BASED
-Y - CUSTOMER VIEW / MANAGER VIEW
-Y - CUSTOMERS CAN CREATE ACCOUNTS, VIEW HISTORY
-Y - CUSTOMERS CAN SIGN UP FOR AUTO PAY
-
-
-
-----------------------------------------------------------------------
-----------------------------------------------------------------------
-Operations to be functional
-'X' marks functionality sufficiently completed
-
- X - Create Customer ID/Account
- X - Add Contact information to Customer
- X - Move Customer into Unit
- X - Enter Rent Concessions given
- X - Asses Rent Charges
- X - Asses Late Charges
- X - Asses Security Deposits
- X - Receive and record Checks
- X - Receive and record Money Orders
- X - Receive and record Cash
- X - Receive and record ACH Deposits
- X - Reverse rent charges (early moveout on prepaid occupancy)
- X - Handle NSF checks
- X - Assess NSF Fees
- X - Determine Lease Paid-Through status
- X - Report: List of customers overdue
- X - Flag unit as overlocked
- X - Flag unit as evicting
- X - Flag unit as normal status
- X - Flag unit as dirty
-   - Enter notes when communicating with Customer
- X - Accept pre-payments
- X - Record Customer Move-Out from Unit
- X - Record utilization of Security Deposit
- X - Record issuing of a refund
-   - Record Deposit into Petty Cash
-   - Record Payment from Petty Cash to expenses
- X - Record Petty Cash to refund.
- X - Write Off Bad Debt
- X - Perform a Deposit
- X - Close the Books (nightly / weekly, etc)
- X - Determine Rents Collected for a given period.

site/.htaccess

@@ -1,25 +1,20 @@
 <IfModule mod_rewrite.c>
-    RewriteEngine on
-    RewriteRule    ^$    webroot/    [L]
-    RewriteRule    (.*) webroot/$1    [L]
+  RewriteEngine  on 
+
+   RewriteRule    ^$ webroot/    [L]
+
+   # Need this prevent a 400 error without trailing /
+   RewriteCond  %{REQUEST_FILENAME} !-d
+   RewriteRule    (.*)  webroot/$1 [L]
+
  </IfModule>
 
-# Lets deny everyone -- its a clean slate!
-order deny,allow
-deny from all
-
-# Now allow local access
-# Localhost
-# allow from 127.0.0
-# Local subnet
-# allow from 192.168.7
+# Need to make sure directories can't be listed, since the rewrite
+# rule excludes rewriting when an actual directory is requested
+Options -Indexes
 
 # Provide a mechanism for user authentication
-AuthType Digest
-AuthName "Property Manager"
-AuthUserFile "D:/Website/auth/pmgr.htpasswd"
+AuthType Basic
+AuthName "Valley Storage"
+AuthUserFile "/home/perki2/valley_storage.pmgr.htpasswd"
 Require valid-user
-
-# Instead of satisfy all (too restrictive)
-# This allows EITHER local domain OR authenticated user
-satisfy any

site/app_controller.php

@@ -37,9 +37,9 @@
 class AppController extends Controller {
   var $uses = array('Option', 'Permission');
   var $helpers = array('Html', 'Form', 'Javascript', 'Format', 'Time', 'Grid');
-  var $components = array('DebugKit.Toolbar');
+  //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 +257,50 @@ 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 Income', */
+      /* 			     array('controller' => 'statement_entries', 'action' => 'incomebymonth'), null, */
+      /* 			     'REPORT'); */
+      /* $this->addSideMenuLink('Monthly Expenses', */
+      /* 			     array('controller' => 'statement_entries', 'action' => 'expensebymonth'), null, */
+      /* 			     'REPORT'); */
+      $this->addSideMenuLink('Quickbook Invoice',
+			     array('controller' => 'statement_entries', 'action' => 'incomebymonth', 4, 1), null,
+			     'REPORT');
+      $this->addSideMenuLink('Quickbook Credits',
+      			     array('controller' => 'statement_entries', 'action' => 'expensebymonth', 4, 0), null,
+      			     'REPORT');
+      $this->addSideMenuLink('Monthly Net',
+			     array('controller' => 'statement_entries', 'action' => 'netbymonth'), null,
+			     'REPORT');
+    }
+    else {
+      $this->sideMenuEnable('REPORT', null, false);
+    }
+
+
+
+
     $url_components = array('plugin', 'controller', 'action', 'named');
     if (devbox()) {
 /*       $sources = ConnectionManager::sourceList(); */
@@ -308,19 +358,19 @@ 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 +439,13 @@ 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);
   }
@@ -407,7 +464,8 @@ class AppController extends Controller {
     App::import('Helper', 'Html');
     $url = HtmlHelper::url($url, true);
 
-    if (headers_sent()) {
+    if (headers_sent() ||
+	($this->dev() && $this->Option->enabled('dev'))) {
       // If we've already sent the headers, it's because
       // we're debugging, and our debug output has gotten
       // out before the redirect.  That's probably a good
@@ -600,15 +658,12 @@ 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 +881,9 @@ 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 +915,11 @@ 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) {
@@ -906,12 +961,24 @@ class AppController extends Controller {
 			  'value' => $params['filtValue']);
     }
 
+    // Translate a user specified date into the SQL date format
+    foreach ($searches AS &$search) {
+      if (preg_match('/(_date|stamp)$/', $search['field']) &&
+	  preg_match('%(\d{1,2})[-/](\d{1,2})[-/](\d{2,4})%', $search['value'], $matches)) {
+	$search['value'] = sprintf('%04d%02d%02d',
+				   $matches[3] + ($matches[3] < 50 ? 2000 : ($matches[3] < 100 ? 1900 : 0)),
+				   $matches[2], $matches[1]);
+      }
+    }
+    unset($search);
+
     $ops = array('eq' => array('op' => null,   'pre' => '',  'post' => ''),
 		 'ne' => array('op' => '<>',   'pre' => '',  'post' => ''),
 		 'lt' => array('op' => '<',    'pre' => '',  'post' => ''),
 		 '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 +1028,13 @@ 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 +1181,8 @@ 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 +1223,7 @@ 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/build_devbox.cmd

@@ -1,5 +0,0 @@
-@echo off
-mysqldump --user=pmgr --password=pmgruser --opt property_manager > H:\pmgr_dev.sql
-mysql --user=pmgr --password=pmgruser --database=pmgr_dev < H:\pmgr_dev.sql
-del H:\pmgr_dev.sql
-echo Build Complete!

site/build_sandbox.cmd

@@ -1,5 +0,0 @@
-@echo off
-mysqldump --user=pmgr --password=pmgruser --opt property_manager > H:\pmgr_sand.sql
-mysql --user=pmgr --password=pmgruser --database=pmgr_sand < H:\pmgr_sand.sql
-del H:\pmgr_sand.sql
-echo Build Complete!

site/config/bootstrap.php

@@ -32,15 +32,22 @@
  *
  */
 
-function sandbox() {
-  $r = Router::requestRoute();
-  return !empty($r[3]['sand_route']);
+function _box($type) {
+  static $box = array('type' => null, 'test' => array());
+  if (!isset($box['type']) && !isset($box['test'][$type])) {
+    $r = Router::requestRoute();
+/*     if (!preg_match("/gridData/", $_SERVER['REQUEST_URI'])) { */
+/*       print("<PRE>Route:\n");print_r($r);print("\n</PRE>\n"); */
+/*     } */
+    $box['test'][$type] = !empty($r[3]["${type}_route"]);
+    if ($box['test'][$type])
+      $box['type'] = $type;
+  }
+  return $box['type'] == $type;
 }
 
-function devbox() {
-  $r = Router::requestRoute();
-  return !empty($r[3]['dev_route']);
-}
+function sandbox() { return _box('sand'); }
+function devbox()  { return _box('dev'); }
 
 function server_request_var($var) {
   if (preg_match("/^HTTP_ACCEPT|REMOTE_PORT/", $var))

site/config/database.php

@@ -5,17 +5,17 @@ class DATABASE_CONFIG {
 		'driver' => 'mysql',
 		'persistent' => false,
 		'host' => 'localhost',
-		'login' => 'pmgr',
-		'password' => 'pmgruser',
-		'database' => 'property_manager',
-		'prefix' => 'pmgr_',
+		'login' => 'perki2_pmgruser',
+		'password' => 'pmgrauth',
+		'database' => 'perki2_pmgr',
+		'prefix' => '',
 	);
 
 	function __construct() {
 		if (devbox())
-			$this->default['database'] = 'pmgr_dev';
+			$this->default['database'] = 'perki2_pmgr_dev';
 		if (sandbox())
-			$this->default['database'] = 'pmgr_sand';
+			$this->default['database'] = 'perki2_pmgr_sand';
 	}
 }
 ?>

site/config/routes.php

@@ -43,6 +43,16 @@ Router::connect('/sand',
 		array('sand_route' => true) + $default_path);
 Router::connect('/sand/:controller/:action/*',
 		array('sand_route' => true, 'action' => null));
+/* Unfortunately, for some reason we need an extra route to solve
+ * a bug with form generation.  When $this->data is set by the
+ * controller, and a URL is generated by the FormHelper, this
+ * route is required to ensure the form action is correct.  An
+ * example of a broken page is for /customers/edit/XX.  It appears
+ * the page location uses the route above, it's only URL generation
+ * that seems to be broken.
+ */
+Router::connect('/sand/:controller/:action/:id/*',
+		array('sand_route' => true,'action' => null, 'id'=>null));
 
 /*
  * Route for developement functionality
@@ -51,5 +61,15 @@ Router::connect('/dev',
 		array('dev_route' => true) + $default_path);
 Router::connect('/dev/:controller/:action/*',
 		array('dev_route' => true, 'action' => null));
+/* Unfortunately, for some reason we need an extra route to solve
+ * a bug with form generation.  When $this->data is set by the
+ * controller, and a URL is generated by the FormHelper, this
+ * route is required to ensure the form action is correct.  An
+ * example of a broken page is for /customers/edit/XX.  It appears
+ * the page location uses the route above, it's only URL generation
+ * that seems to be broken.
+ */
+Router::connect('/dev/:controller/:action/:id/*',
+		array('dev_route' => true,'action' => null, 'id'=>null));
 
 ?>

site/controllers/customers_controller.php

@@ -2,6 +2,14 @@
 
 class CustomersController extends AppController {
 
+  var $components = array('RequestHandler');
+
+  // DEBUG FUNCTION ONLY!
+  // Call without id to update ALL customers
+  function force_update($id = null) {
+    $this->Customer->update($id);
+    $this->redirect(array('action'=>'index'));
+  }
 
   /**************************************************************************
    **************************************************************************
@@ -305,6 +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',
@@ -439,6 +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 +257,98 @@ class StatementEntriesController extends AppController {
   }
 
 
+  /**************************************************************************
+   **************************************************************************
+   **************************************************************************
+   * action: incexpbymonth
+   *  - Displays income and/or expenses by month
+   */
+
+  function incexpbymonth($accts, $security_deposits, $months) {
+    $datefrom = 'DATE(NOW() - INTERVAL '.($months-1).' MONTH - INTERVAL DAY(NOW())-1 DAY)';
+    $dateto   = 'NOW()';
+    /* $datefrom = '"2009-01-01"'; */
+    /* $dateto   = '"2012-12-31"'; */
+
+    $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' => $accts,
+				   "effective_date >= $datefrom",
+				   "effective_date <= $dateto",
+				   ),
+	     'group' => array('YEAR(effective_date)', 'MONTH(effective_date)', 'Account.id'),
+	     'order' => array('YEAR(effective_date) DESC', 'MONTH(effective_date) DESC', 'Account.type',
+			      'IF(Account.id = '.$this->StatementEntry->Account->rentAccountID().', "---", Account.name)'),
+	     ));
+
+    if ($security_deposits) {
+      $sdresult = $this->StatementEntry->Transaction->LedgerEntry->find
+	('all',
+	 array('link' => array('Transaction' => array('StatementEntry' => array('fields' => 'effective_date'),
+						      'fields' => array()),
+			       'Account' => array('fields' => 'name')),
+	       'fields' => array_merge(array('MONTHNAME(effective_date) AS month',
+					     'YEAR(effective_date) AS year'),
+				       $this->StatementEntry->Transaction->LedgerEntry->debitCreditFields(true)),
+	       'conditions' => array('LedgerEntry.account_id' => $this->StatementEntry->Account->securityDepositAccountID(),
+				     "effective_date >= $datefrom",
+				     "effective_date <= $dateto",
+				     'StatementEntry.id = (SELECT MIN(id) FROM statement_entries WHERE transaction_id = `Transaction`.id)'
+				     ),
+	       'group' => array('YEAR(effective_date)', 'MONTH(effective_date)', 'Account.id'),
+	       'order' => array('YEAR(effective_date) DESC', 'MONTH(effective_date) DESC', 'Account.type', 'Account.name'),
+	       ));
+    } else {
+      $sdresult = array();
+    }
+
+    $overview = array('months' => array(), 'amount' => 0);
+    foreach (array_merge($result, $sdresult) AS $row) {
+      $mname = $row[0]['month'] .', '. $row[0]['year'];
+      if (empty($overview['months'][$mname]))
+	$overview['months'][$mname] = array('name' => $mname,
+					   'subs' => array(),
+					   'amount' => 0);
+      $month = &$overview['months'][$mname];
+      $month['subs'][] = array('name' => $row['Account']['name'],
+			       'amount' => $row[0]['balance']);
+
+      $month['amount'] += $row[0]['balance'];
+      $overview['amount'] += $row[0]['balance'];
+    }
+
+    // Enable the Reports menu section
+    $this->sideMenuAreaActivate('REPORT');
+
+    // Prepare to render.
+    $this->set('months', $months);
+    $this->set(compact('overview'));
+    $this->render('chargesbymonth');
+  }
+
+  function incomebymonth($months = 12, $invoice = false) {
+    $this->set('title', 'Monthly Gross Income');
+    $this->set('reptype', 'Gross Income');
+    $this->incexpbymonth(array('INCOME'), $invoice, $months);
+  }
+
+  function expensebymonth($months = 12) {
+    $this->set('title', 'Gross Monthly Expenses');
+    $this->set('reptype', 'Gross Expenses');
+    $this->incexpbymonth(array('EXPENSE'), false, $months);
+  }
+
+  function netbymonth($months = 12) {
+    $this->set('title', 'Net Monthly Income');
+    $this->set('reptype', 'Net Income');
+    $this->incexpbymonth(array('INCOME', 'EXPENSE'), true, $months);
+  }
+
+
   /**************************************************************************
    **************************************************************************
    **************************************************************************

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);
   }
 
@@ -460,7 +468,7 @@ class TransactionsController extends AppController {
   function deposit_slip($id) {
     // Find the deposit transaction
     $this->Transaction->id = $id;
-    $deposit = $this->Transaction->find('first', array('contain' => false));
+    $deposit = $this->Transaction->find('first', array('contain' => array('Account')));
 
     // Get a summary of all forms of tender in the deposit
     $tenders = $this->Transaction->find
@@ -495,8 +503,8 @@ class TransactionsController extends AppController {
     foreach ($deposit['types'] AS $type)
       $deposit_total += $type['total'];
 
-    if ($deposit['Transaction']['amount'] != $deposit_total)
-      $this->INTERNAL_ERROR("Deposit items do not add up to deposit slip total");
+    if (abs($deposit['Transaction']['amount'] - $deposit_total) >= .001)
+      $this->INTERNAL_ERROR("Deposit items ($deposit_total) do not add up to deposit slip total (".$deposit['Transaction']['amount'].")");
 
     $this->addSideMenuLink('View',
 			   array('action' => 'view', $id), null,

site/controllers/unit_sizes_controller.php

@@ -91,8 +91,8 @@ class UnitSizesController extends AppController {
     $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionUnavailable() . ', 1, 0)) AS unavailable';
     $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionAvailable() . ', 1, 0)) AS available';
     $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionOccupied() . ', 1, 0)) AS occupied';
-    $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionOccupied() . ', 0, 1)) / COUNT(unit.id) AS vacancy';
-    $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionOccupied() . ', 1, 0)) / COUNT(unit.id) AS occupancy';
+    $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionOccupied() . ', 0, 1)) / COUNT(Unit.id) AS vacancy';
+    $fields[] = 'SUM(IF(' . $this->UnitSize->Unit->conditionOccupied() . ', 1, 0)) / COUNT(Unit.id) AS occupancy';
 
     return $fields;
   }
@@ -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/controllers/util_controller.php

@@ -4,31 +4,6 @@ class UtilController extends AppController {
 
   var $uses = array();
 
-  /**************************************************************************
-   **************************************************************************
-   **************************************************************************
-   * function: reset_data
-   *  - Development function.  TO BE DELETED
-   */
-
-  function reset_data() {
-    $this->layout = null;
-    $this->autoLayout = false;
-    $this->autoRender = false;
-    Configure::write('debug', '0');
-    $script = $_SERVER['DOCUMENT_ROOT'] . '/pmgr/build.cmd';
-    echo "<P>" . date('r') . "\n";
-    //echo "<P>Script: $script" . "\n";
-    $handle = popen($script . ' 2>&1', 'r');
-    //echo "<P>Handle: $handle; " . gettype($handle) . "\n";
-    echo "<P><PRE>\n";
-    while (($read = fread($handle, 2096))) {
-      echo $read;
-    }
-    echo "</PRE>\n";
-    pclose($handle);
-  }
-
   /**************************************************************************
    **************************************************************************
    **************************************************************************
@@ -40,21 +15,20 @@ class UtilController extends AppController {
     $this->autoLayout = false;
     $this->autoRender = false;
     Configure::write('debug', '0');
-    $script = preg_replace('%/webroot/index.php$%',
-			   '/build_'.$type.'box.cmd',
-			   $_SERVER['SCRIPT_FILENAME']);
 
-    // REVISIT <AP>: 20090828
-    //  Just use system call
-    $handle = popen($script . ' 2>&1', 'r');
+    $usrpass = '--user=perki2_pmgruser --password=pmgrauth';
+    $boxdb = 'perki2_pmgr_' . $type;
+
+    $handle = popen("mysqldump $usrpass --opt perki2_pmgr" .
+		    " | mysql $usrpass --database=$boxdb", 'r');
     while (($read = fread($handle, 2096))) {
       // Do nothing
     }
     pclose($handle);
 
     $url = $_SERVER['HTTP_REFERER'];
-    if (empty($url))
-      $url = "/";
+    if (empty($url) || $url == 'undefined')
+      $url = "/$type";
 
     $this->redirect($url);
   }

site/models/contact.php

@@ -91,7 +91,7 @@ class Contact extends AppModel {
 
 	// If the user has entered all new data, we need to
 	// save that as a brand new entry.
-	if (!isset($item['id'])) {
+	if (!isset($item['id']) || $item['source'] == 'new') {
 	  $I = new $class();
 	  $I->create();
 	  if (!$I->save($item, false)) {

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;
 
   /**************************************************************************
    **************************************************************************
@@ -192,6 +202,13 @@ class Customer extends AppModel {
     }
     $id = $this->id;
 
+    // Appears that $this->save() "helpfully" choses to add in
+    // any missing data fields, populated with default values.
+    // So, after saving is complete, the fields 'lease_count',
+    // 'past_lease_count', and 'current_lease_count' have all
+    // been reset to zero.  Gee, thanks Cake...
+    $this->update($id);
+
     // Remove all associated Customer Contacts, as it ensures
     // any entries deleted by the user actually get deleted
     // in the system.  We'll recreate the needed ones anyway.
@@ -272,6 +289,116 @@ 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
+    $new_contacts = array_diff($contacts, array_keys($dst_contacts));
+    $all_contacts = array_merge($new_contacts, array_keys($dst_contacts));
+    $this->pr(17, compact('new_contacts', 'all_contacts'));
+
+    // For now, we'll assume the operation will succeed.
+    $ret = true;
+
+    // Add each desired source customer contact to the destination customer
+    foreach ($new_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), $all_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/lease.php

@@ -148,9 +148,11 @@ class Lease extends AppModel {
 		   array('class' => 'StatementEntry',
 			 'fields' => array(),
 			 'conditions' => array
-			 ('SEx.effective_date = DATE_ADD(StatementEntry.through_date, INTERVAL 1 day)',
-			  'SEx.lease_id = StatementEntry.lease_id',
+			 ('SEx.lease_id = StatementEntry.lease_id',
+			  'SEx.type' => 'CHARGE',
+			  'SEx.account_id' => $rent_account_id,
 			  'SEx.reverse_transaction_id IS NULL',
+			  'SEx.effective_date = DATE_ADD(StatementEntry.through_date, INTERVAL 1 day)',
 			  ),
 			 ),
 		   ),
@@ -345,6 +347,8 @@ class Lease extends AppModel {
     $this->pr(17, compact('date', 'charge_through_date')
 	      + array('date_str' => date('Y-m-d', $date),
 		      'charge_through_date_str' => date('Y-m-d', $charge_through_date)));
+    if (!$charge_through_date)
+      return $this->prReturn(null);
     if ($charge_through_date >= $date)
       return $this->prReturn(null);
 
@@ -542,7 +546,7 @@ class Lease extends AppModel {
   function conditionDelinquent($table_name = 'Lease') {
     if (empty($table_name)) $t = ''; else $t = $table_name . '.';
     return ("({$t}close_date IS NULL AND" .
-	    " NOW() > DATE_ADD({$t}paid_through_date, INTERVAL 10 DAY))");
+	    " NOW() > DATE_ADD({$t}paid_through_date, INTERVAL 1 DAY))");
   }
 
   function delinquentDaysSQL($table_name = 'Lease') {

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/plugins/debug_kit/controllers/components/toolbar.php

@@ -163,7 +163,7 @@ class ToolbarComponent extends Object {
 				trigger_error(sprintf(__('Could not load DebugToolbar panel %s', true), $panel), E_USER_WARNING);
 				continue;
 			}
-			$panelObj =& new $className();
+			$panelObj = new $className();
 			if (is_subclass_of($panelObj, 'DebugPanel') || is_subclass_of($panelObj, 'debugpanel')) {
 				$this->panels[$panel] =& $panelObj;
 			}
@@ -456,7 +456,7 @@ class LogPanel extends DebugPanel {
  * @return array
  */
 	function _parseFile($filename) {
-		$file =& new File($filename);
+		$file = new File($filename);
 		$contents = $file->read();
 		$timePattern = '/(\d{4}-\d{2}\-\d{2}\s\d{1,2}\:\d{1,2}\:\d{1,2})/';
 		$chunks = preg_split($timePattern, $contents, -1, PREG_SPLIT_NO_EMPTY | PREG_SPLIT_DELIM_CAPTURE);

site/plugins/debug_kit/views/elements/timer_panel.ctp

@@ -30,14 +30,14 @@ $timers = DebugKitDebugger::getTimers();
 ?>
 <h2><?php __('Timers'); ?></h2>
 <p class="request-time">
-	<?php $totalTime = sprintf(__('%s (seconds)', true), $number->precision(DebugKitDebugger::requestTime(), 6)); ?>
+	<?php $totalTime = sprintf(__('%.6s (seconds)', true), DebugKitDebugger::requestTime()); ?>
 	<?php echo $toolbar->message(__('Total Request Time:', true), $totalTime)?>
 </p>
 
 <?php foreach ($timers as $timerName => $timeInfo):
 	$rows[] = array(
 		$timeInfo['message'],
-		$number->precision($timeInfo['time'], 6)
+		sprintf(__('%.6s', true), $timeInfo['time'])
 	);
 	$headers = array(__('Message', true), __('time in seconds', true));
 endforeach;

site/valley_storage.pmgr.htpasswd

@@ -0,0 +1,9 @@
+abijah:Property Manager:a2369e3cc9e231ea6f02ce799a8b9970
+anja:Property Manager:4539d5a6e58dd5895f2f3891d29705b0
+kevin:Property Manager:f01accc9f5e5cdfc028dcf0cca837cf1
+adam:Property Manager:ae6835569bb2fc0a0a4a773580ac8cda
+shirley:Property Manager:e7e9d674c700796c99cdbf3cf105e739
+admin:Property Manager:bab2226685d9b4b66220db8df80f1822
+dev:Property Manager:e5c27b3c025e47239a45daceea2c0a00
+vasst:Property Manager:523abc6c2b8458b463d5a9baa4f58f2e
+answerfirst:Property Manager:6ac128447fab8be985c74ba7539c39b3

site/views/accounts/view.ctp

@@ -100,7 +100,7 @@ echo $this->element('ledger_entries', array
 		      'filter' => array('Account.id' => $account['id']),
 		      'exclude' => array('Account', 'Amount', 'Cr/Dr', 'Balance',
 					 empty($account['receipts']) ? 'Tender' : null),
-		      'include' => array('Debit', 'Credit', 'Sub-Total'),
+		      'include' => array('Transaction', 'Debit', 'Credit', 'Sub-Total'),
 		      'limit' => 50,
 		      )));
 

site/views/contacts/edit.ctp

@@ -68,7 +68,7 @@ function contactMethodDiv($obj, $type, $legend, $values = null) {
     '</DIV>' . "\n" .
 
     // BEGIN method-div
-    '<div id="'.$type.'-%{id}-method-div"' . "\n" .
+    '<div id="'.$type.'-%{id}-method-div"' . '>' . "\n" .
 
     $obj->element
     ('form_table',
@@ -131,14 +131,18 @@ function contactMethodTypeDiv($obj, $type, $stype, $values = null) {
     elseif ($stype === 'new') {
       $fields = array
 	('type' => array('label_attributes' => array('class' => 'required'),
-			 'opts' => array('options' => $obj->varstore['phoneTypes']),
+			 'opts' => array('autocomplete' => 'off',
+					 'options' => $obj->varstore['phoneTypes']),
 			 'after' => "Physical type of the phone."),
 	 'phone' => array('label_attributes' => array('class' => 'required empty'),
+			  'opts' => array('autocomplete' => 'off'),
 			  'after' => "Required: Phone number."),
 	 'ext' => array('name' => "Extension",
 			'label_attributes' => array('class' => 'optional empty'),
+			'opts' => array('autocomplete' => 'off'),
 			'after' => "Optional: Extension number."),
 	 'comment' => array('label_attributes' => array('class' => 'optional empty'),
+			    'opts' => array('autocomplete' => 'off'),
 			    'after' => "Optional: Comments about this phone number."),
 	 );
     }
@@ -167,17 +171,23 @@ function contactMethodTypeDiv($obj, $type, $stype, $values = null) {
     elseif ($stype === 'new') {
       $fields = array
 	('address' => array('label_attributes' => array('class' => 'required empty'),
+			    'opts' => array('autocomplete' => 'off'),
 			    'after' => "Required: First line of mailing address."),
 	 'city' => array('label_attributes' => array('class' => 'required empty'),
+			 'opts' => array('autocomplete' => 'off'),
 			 'after' => "Required."),
 	 'state' => array('label_attributes' => array('class' => 'required empty'),
+			  'opts' => array('autocomplete' => 'off'),
 			  'after' => "Required."),
 	 'postcode' => array('name' => 'Zip Code',
 			     'label_attributes' => array('class' => 'required empty'),
+			     'opts' => array('autocomplete' => 'off'),
 			     'after' => "Required."),
 	 'country' => array('label_attributes' => array('class' => 'optional empty'),
+			    'opts' => array('autocomplete' => 'off'),
 			    'after' => "Optional: USA is presumed."),
 	 'comment' => array('label_attributes' => array('class' => 'optional empty'),
+			    'opts' => array('autocomplete' => 'off'),
 			    'after' => "Optional: Comments about this mailing address."),
 	 );
     }
@@ -208,8 +218,10 @@ function contactMethodTypeDiv($obj, $type, $stype, $values = null) {
     elseif ($stype === 'new') {
       $fields = array
 	('email' => array('label_attributes' => array('class' => 'required empty'),
-			    'after' => "Required: E-mail address."),
+			  'opts' => array('autocomplete' => 'off'),
+			  'after' => "Required: E-mail address."),
 	 'comment' => array('label_attributes' => array('class' => 'optional empty'),
+			    'opts' => array('autocomplete' => 'off'),
 			    'after' => "Optional: Comments about this email address."),
 	 );
     }

site/views/customers/edit.ctp

@@ -66,7 +66,7 @@ function customerContactDiv($obj, $values = null, $primary = false) {
     '</DIV>' . "\n" .
 
     // BEGIN contact-div
-    '<div id="contact-%{id}-contact-div"' . "\n" .
+    '<div id="contact-%{id}-contact-div">' . "\n" .
 
     $obj->element
     ('form_table',

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')
@@ -157,7 +157,10 @@ function onRowSelect(grid_id, customer_id) {
   $("#customer-id").val(customer_id);
 
   // Set the customer name, so the user knows who the receipt is for
-  $("#receipt-customer-name").html($(grid_id).getCell(customer_id, 'Customer-name'));
+  $("#receipt-customer-name")
+    .html('<A HREF="view/' + customer_id + '">'
+	  + $(grid_id).getCell(customer_id, 'Customer-name')
+	  + '</A>');
 
   // Hide the "no customer" message and show the current customer
   $(".customer-selection-invalid").hide();
@@ -333,7 +336,7 @@ 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

@@ -53,18 +53,79 @@ 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'),
+		      )));
+
+
+/**********************************************************************
+ * Invoice History
+ */
+
+/* NOT COMPLETED
+echo $this->element('transactions', array
+		    (// Grid configuration
+		     'config' => array
+		     ('caption' => 'Invoices',
+		      'limit'   => 5,
+		      'filter' => array('Customer.id' => $customer['Customer']['id'],
+					'Transaction.type' => 'INVOICE',
+					),
+		      //'include' => array(),
+		      'exclude' => array('Type'),
+		      'remap'   => array('ID' => 'Invoice',
+					 //'Timestamp' => 'Date',
+					 'Entries' => 'Charges'),
+		      )));
+NOT COMPLETED */
+
 /**********************************************************************
  * Lease History
  */
@@ -73,13 +134,28 @@ 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 +166,11 @@ 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/jqGrid.ctp

@@ -50,6 +50,7 @@ if (!isset($grid_setup))
 $html->css('ui.jqgrid', null, null, false);
 $javascript->link('jqGrid/grid.locale-en', false);
 $javascript->link('jqGrid/jquery.jqGrid.min', false);
+$javascript->link('jqGrid/grid.postext', false);
 $javascript->link('pmgr_jqGrid', false);
 
 

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['Entries']   = array('index' => 'entries',                   'formatter' => 'number');
 $cols['Amount']    = array('index' => 'Transaction.amount',        'formatter' => 'currency');
-$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';
@@ -73,9 +69,13 @@
 		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-1.7.2.min') . "\n";
 		echo $javascript->link('jquery-ui-1.7.2.custom.min') . "\n";
 		//echo $javascript->link($protocol . 'ajax.googleapis.com/ajax/libs/jquery/1.3.2/jquery.js') . "\n";
 		//echo $javascript->link($protocol . 'ajax.googleapis.com/ajax/libs/jqueryui/1.7.2/jquery-ui.js') . "\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("$months Month Total", FormatHelper::currency($overview['amount']) . " / (" . FormatHelper::currency($overview['amount'] / $months) . " per month)");
+
+echo $this->element('table',
+                    array('class'   => 'item statement_entry detail',
+                          'caption' => $reptype,
+                          '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['amount']));
+        $odd = !$odd;
+    }
+    $row_class[] = 'grand';
+    $rows[] = array('Total for '.$month['name'], FormatHelper::currency($month['amount']));
+}
+
+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/transactions/deposit_slip.ctp

@@ -2,11 +2,18 @@
 
 //style="display:inline;
 echo('<H2 style="display:inline;">Deposit Slip: ' .
-     FormatHelper::datetime($deposit['Transaction']['stamp'])
-     . '</H2>' . "\n");
+     FormatHelper::date($deposit['Transaction']['stamp'])
+     . '</H2><br>' . "\n");
 /* echo('(' . */
 /*      FormatHelper::age($deposit['Transaction']['stamp'], 60) */
 /*      . ')<BR>' . "\n"); */
+if ($deposit['Account']['external_name'] || $deposit['Account']['external_account']) {
+  echo('<H2 style="display:inline;">' .
+       ($deposit['Account']['external_name'] ? $deposit['Account']['external_name'] : '') .
+       ($deposit['Account']['external_name'] && $deposit['Account']['external_account'] ? ': ' : '') .
+       ($deposit['Account']['external_account'] ? 'Account #' . $deposit['Account']['external_account'] : '') .
+       '</H2><br>' . "\n");
+}
 
 //pr(compact('deposit'));
 

site/views/transactions/view.ctp

@@ -95,16 +95,17 @@ if ($transaction['type'] === 'INVOICE' ||
  * Ledger Entries
  */
 
-echo $this->element('ledger_entries', array
-		    (// Grid configuration
-		     'config' => array
-		     (
-		      'caption' => 'Ledger Entries',
-		      'filter' => array('Transaction.id' => $transaction['id'],
-					'Account.id !=' => $account['id']),
-		      'exclude' => array('Transaction'),
-		     )));
-
+if (0) {
+  echo $this->element('ledger_entries', array
+		      (// Grid configuration
+		       'config' => array
+		       (
+			'caption' => 'Ledger Entries',
+			'filter' => array('Transaction.id' => $transaction['id'],
+					  'Account.id !=' => $account['id']),
+			'exclude' => array('Transaction'),
+			)));
+}
 
 /* /\********************************************************************** */
 /*  * Tenders Deposited */

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% }
+
 
 /************************************************************
  ************************************************************

site/webroot/index.php

@@ -55,7 +55,7 @@
  *
  */
 	if (!defined('CAKE_CORE_INCLUDE_PATH')) {
-		define('CAKE_CORE_INCLUDE_PATH', 'D:\Website\localhost\CakePHP');
+		define('CAKE_CORE_INCLUDE_PATH', ROOT . DS . APP_DIR . DS . 'CakePHP');
 	}
 
 /**

site/webroot/js/jqGrid/grid.locale-en.js

@@ -1 +1,169 @@
-(function(a){a.jgrid={defaults:{recordtext:"View {0} - {1} of {2}",emptyrecords:"No records to view",loadtext:"Loading...",pgtext:"Page {0} of {1}"},search:{caption:"Search...",Find:"Find",Reset:"Reset",odata:["equal","not equal","less","less or equal","greater","greater or equal","begins with","does not begin with","is in","is not in","ends with","does not end with","contains","does not contain"],groupOps:[{op:"AND",text:"all"},{op:"OR",text:"any"}],matchText:" match",rulesText:" rules"},edit:{addCaption:"Add Record",editCaption:"Edit Record",bSubmit:"Submit",bCancel:"Cancel",bClose:"Close",saveData:"Data has been changed! Save changes?",bYes:"Yes",bNo:"No",bExit:"Cancel",msg:{required:"Field is required",number:"Please, enter valid number",minValue:"value must be greater than or equal to ",maxValue:"value must be less than or equal to",email:"is not a valid e-mail",integer:"Please, enter valid integer value",date:"Please, enter valid date value",url:"is not a valid URL. Prefix required ('http://' or 'https://')"}},view:{caption:"View Record",bClose:"Close"},del:{caption:"Delete",msg:"Delete selected record(s)?",bSubmit:"Delete",bCancel:"Cancel"},nav:{edittext:"",edittitle:"Edit selected row",addtext:"",addtitle:"Add new row",deltext:"",deltitle:"Delete selected row",searchtext:"",searchtitle:"Find records",refreshtext:"",refreshtitle:"Reload Grid",alertcap:"Warning",alerttext:"Please, select row",viewtext:"",viewtitle:"View selected row"},col:{caption:"Show/Hide Columns",bSubmit:"Submit",bCancel:"Cancel"},errors:{errcap:"Error",nourl:"No url is set",norecords:"No records to process",model:"Length of colNames <> colModel!"},formatter:{integer:{thousandsSeparator:" ",defaultValue:"0"},number:{decimalSeparator:".",thousandsSeparator:" ",decimalPlaces:2,defaultValue:"0.00"},currency:{decimalSeparator:".",thousandsSeparator:" ",decimalPlaces:2,prefix:"",suffix:"",defaultValue:"0.00"},date:{dayNames:["Sun","Mon","Tue","Wed","Thr","Fri","Sat","Sunday","Monday","Tuesday","Wednesday","Thursday","Friday","Saturday"],monthNames:["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec","January","February","March","April","May","June","July","August","September","October","November","December"],AmPm:["am","pm","AM","PM"],S:function(b){return b<11||b>13?["st","nd","rd","th"][Math.min((b-1)%10,3)]:"th"},srcformat:"Y-m-d",newformat:"d/m/Y",masks:{ISO8601Long:"Y-m-d H:i:s",ISO8601Short:"Y-m-d",ShortDate:"n/j/Y",LongDate:"l, F d, Y",FullDateTime:"l, F d, Y g:i:s A",MonthDay:"F d",ShortTime:"g:i A",LongTime:"g:i:s A",SortableDateTime:"Y-m-d\\TH:i:s",UniversalSortableDateTime:"Y-m-d H:i:sO",YearMonth:"F, Y"},reformatAfterEdit:false},baseLinkUrl:"",showAction:"",target:"",checkbox:{disabled:true},idName:"id"}}})(jQuery);
+;(function($){
+/**
+ * jqGrid English Translation
+ * Tony Tomov tony@trirand.com
+ * http://trirand.com/blog/ 
+ * Dual licensed under the MIT and GPL licenses:
+ * http://www.opensource.org/licenses/mit-license.php
+ * http://www.gnu.org/licenses/gpl.html
+**/
+$.jgrid = $.jgrid || {};
+$.extend($.jgrid,{
+	defaults : {
+		recordtext: "View {0} - {1} of {2}",
+		emptyrecords: "No records to view",
+		loadtext: "Loading...",
+		pgtext : "Page {0} of {1}"
+	},
+	search : {
+		caption: "Search...",
+		Find: "Find",
+		Reset: "Reset",
+		odata : ['equal', 'not equal', 'less', 'less or equal','greater','greater or equal', 'begins with','does not begin with','is in','is not in','ends with','does not end with','contains','does not contain'],
+		groupOps: [	{ op: "AND", text: "all" },	{ op: "OR",  text: "any" }	],
+		matchText: " match",
+		rulesText: " rules"
+	},
+	edit : {
+		addCaption: "Add Record",
+		editCaption: "Edit Record",
+		bSubmit: "Submit",
+		bCancel: "Cancel",
+		bClose: "Close",
+		saveData: "Data has been changed! Save changes?",
+		bYes : "Yes",
+		bNo : "No",
+		bExit : "Cancel",
+		msg: {
+			required:"Field is required",
+			number:"Please, enter valid number",
+			minValue:"value must be greater than or equal to ",
+			maxValue:"value must be less than or equal to",
+			email: "is not a valid e-mail",
+			integer: "Please, enter valid integer value",
+			date: "Please, enter valid date value",
+			url: "is not a valid URL. Prefix required ('http://' or 'https://')",
+			nodefined : " is not defined!",
+			novalue : " return value is required!",
+			customarray : "Custom function should return array!",
+			customfcheck : "Custom function should be present in case of custom checking!"
+			
+		}
+	},
+	view : {
+		caption: "View Record",
+		bClose: "Close"
+	},
+	del : {
+		caption: "Delete",
+		msg: "Delete selected record(s)?",
+		bSubmit: "Delete",
+		bCancel: "Cancel"
+	},
+	nav : {
+		edittext: "",
+		edittitle: "Edit selected row",
+		addtext:"",
+		addtitle: "Add new row",
+		deltext: "",
+		deltitle: "Delete selected row",
+		searchtext: "",
+		searchtitle: "Find records",
+		refreshtext: "",
+		refreshtitle: "Reload Grid",
+		alertcap: "Warning",
+		alerttext: "Please, select row",
+		viewtext: "",
+		viewtitle: "View selected row"
+	},
+	col : {
+		caption: "Select columns",
+		bSubmit: "Ok",
+		bCancel: "Cancel"
+	},
+	errors : {
+		errcap : "Error",
+		nourl : "No url is set",
+		norecords: "No records to process",
+		model : "Length of colNames <> colModel!"
+	},
+	formatter : {
+		integer : {thousandsSeparator: ",", defaultValue: '0'},
+		number : {decimalSeparator:".", thousandsSeparator: ",", decimalPlaces: 2, defaultValue: '0.00'},
+		currency : {decimalSeparator:".", thousandsSeparator: ",", decimalPlaces: 2, prefix: "", suffix:"", defaultValue: '0.00'},
+		date : {
+			dayNames:   [
+				"Sun", "Mon", "Tue", "Wed", "Thr", "Fri", "Sat",
+				"Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday", "Saturday"
+			],
+			monthNames: [
+				"Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec",
+				"January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December"
+			],
+			AmPm : ["am","pm","AM","PM"],
+			S: function (j) {return j < 11 || j > 13 ? ['st', 'nd', 'rd', 'th'][Math.min((j - 1) % 10, 3)] : 'th';},
+			srcformat: 'Y-m-d',
+			newformat: 'n/j/Y',
+			masks : {
+				// see http://php.net/manual/en/function.date.php for PHP format used in jqGrid
+				// and see http://docs.jquery.com/UI/Datepicker/formatDate
+				// and https://github.com/jquery/globalize#dates for alternative formats used frequently
+				// one can find on https://github.com/jquery/globalize/tree/master/lib/cultures many
+				// information about date, time, numbers and currency formats used in different countries
+				// one should just convert the information in PHP format
+				ISO8601Long:"Y-m-d H:i:s",
+				ISO8601Short:"Y-m-d",
+				// short date:
+				//    n - Numeric representation of a month, without leading zeros
+				//    j - Day of the month without leading zeros
+				//    Y - A full numeric representation of a year, 4 digits
+				// example: 3/1/2012 which means 1 March 2012
+				ShortDate: "n/j/Y", // in jQuery UI Datepicker: "M/d/yyyy"
+				// long date:
+				//    l - A full textual representation of the day of the week
+				//    F - A full textual representation of a month
+				//    d - Day of the month, 2 digits with leading zeros
+				//    Y - A full numeric representation of a year, 4 digits
+				LongDate: "l, F d, Y", // in jQuery UI Datepicker: "dddd, MMMM dd, yyyy"
+				// long date with long time:
+				//    l - A full textual representation of the day of the week
+				//    F - A full textual representation of a month
+				//    d - Day of the month, 2 digits with leading zeros
+				//    Y - A full numeric representation of a year, 4 digits
+				//    g - 12-hour format of an hour without leading zeros
+				//    i - Minutes with leading zeros
+				//    s - Seconds, with leading zeros
+				//    A - Uppercase Ante meridiem and Post meridiem (AM or PM)
+				FullDateTime: "l, F d, Y g:i:s A", // in jQuery UI Datepicker: "dddd, MMMM dd, yyyy h:mm:ss tt"
+				// month day:
+				//    F - A full textual representation of a month
+				//    d - Day of the month, 2 digits with leading zeros
+				MonthDay: "F d", // in jQuery UI Datepicker: "MMMM dd"
+				// short time (without seconds)
+				//    g - 12-hour format of an hour without leading zeros
+				//    i - Minutes with leading zeros
+				//    A - Uppercase Ante meridiem and Post meridiem (AM or PM)
+				ShortTime: "g:i A", // in jQuery UI Datepicker: "h:mm tt"
+				// long time (with seconds)
+				//    g - 12-hour format of an hour without leading zeros
+				//    i - Minutes with leading zeros
+				//    s - Seconds, with leading zeros
+				//    A - Uppercase Ante meridiem and Post meridiem (AM or PM)
+				LongTime: "g:i:s A", // in jQuery UI Datepicker: "h:mm:ss tt"
+				SortableDateTime: "Y-m-d\\TH:i:s",
+				UniversalSortableDateTime: "Y-m-d H:i:sO",
+				// month with year
+				//    Y - A full numeric representation of a year, 4 digits
+				//    F - A full textual representation of a month
+				YearMonth: "F, Y" // in jQuery UI Datepicker: "MMMM, yyyy"
+			},
+			reformatAfterEdit : false
+		},
+		baseLinkUrl: '',
+		showAction: '',
+		target: '',
+		checkbox : {disabled:true},
+		idName : 'id'
+	}
+});
+})(jQuery);

site/webroot/js/jqGrid/grid.postext.js

@@ -0,0 +1,64 @@
+;(function($){
+/**
+ * jqGrid extension
+ * Paul Tiseo ptiseo@wasteconsultants.com
+ * 
+ * Dual licensed under the MIT and GPL licenses:
+ * http://www.opensource.org/licenses/mit-license.php
+ * http://www.gnu.org/licenses/gpl-2.0.html
+**/ 
+$.jgrid.extend({
+	getPostData : function(){
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		return $t.p.postData;
+	},
+	setPostData : function( newdata ) {
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		// check if newdata is correct type
+		if ( typeof(newdata) === 'object' ) {
+			$t.p.postData = newdata;
+		}
+		else {
+			alert("Error: cannot add a non-object postData value. postData unchanged.");
+		}
+	},
+	appendPostData : function( newdata ) { 
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		// check if newdata is correct type
+		if ( typeof(newdata) === 'object' ) {
+			$.extend($t.p.postData, newdata);
+		}
+		else {
+			alert("Error: cannot append a non-object postData value. postData unchanged.");
+		}
+	},
+	setPostDataItem : function( key, val ) {
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		$t.p.postData[key] = val;
+	},
+	getPostDataItem : function( key ) {
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		return $t.p.postData[key];
+	},
+	removePostDataItem : function( key ) {
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		delete $t.p.postData[key];
+	},
+	getUserData : function(){
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		return $t.p.userData;
+	},
+	getUserDataItem : function( key ) {
+		var $t = this[0];
+		if(!$t.grid) { return; }
+		return $t.p.userData[key];
+	}
+});
+})(jQuery);

todo.notes

@@ -1,234 +0,0 @@
-Change the summary text "Balance Owed" to "Customer Credit"
-or something similar when there is a negative balance owed.
-
-Shrink the width of the detail view box so that the detail
-and summary both fit on the same page on the Acer Netbook.
-
-Remove Date from Ledger Entries on the Transaction page
-(presuming that the Date is taken directly from the
-Transaction and that all Ledger dates are all the same)
-
-Add Deposit Slip # to the title bar when viewing deposit
-
-Reversing a rent charge is not considered as part of the
-"charged-through" date on the lease.  Consequently, the
-reversal itself ensures the charge is fully "paid", and
-the "paid-through" date is also out of whack.
-
-Add NSF Fee to the NSF entry page (It's hardcoded right now
-in Transaction to $35).
-
-NSF of an item with customer credit is broken.
-
-Sub-Total is broken, since it will only subtotal the current
-page of the grid.  It needs to be implemented in SQL as it
-was in early (VERY early) implementations.  At that time, I
-had to a use temporary variable to keep a running total.  It 
-worked, but was MySQL specific.
-
-Add a move-out charges field to the move-out page.
-Otherwise, if the balance is zero, the lease will automatically
-be closed and no more charges are possible.  The other option
-would just be a checkbox to say "close lease (no more charges)",
-or let them clear it and have them close the lease manually.
-
-Allow waiving a complete charge, even if it already has payments
-applied (at the moment, we just can waive the charge balance).
-
-Get Petty Cash working.  We'll need to add one or more expense
-accounts.  We'll also need to implement purchase order
-functionality, or at least simple an expense page.
-
-Have a report indicating Needs-to-be-Locked.  Allow manager
-to go through this list and check off the units actually
-locked (which will update the unit status).
-
-Same as above, except needs-to-be-unlocked.
-
-Make the default (initial) jqGrid sort order for balance be DESC.
-
-Change menu to be
- 'Reports' (or 'Overview', or 'Summary')
- 'Activities'
-   - New Receipt
-   - New Customer
-   - Move-in
-
-Add dynamic check to see if customer already exists before being
-created.  Ideally, check +/- a few characters to check for
-alternate spellings.  Same for contact.
-
-Reduce the number of cached items.  Figure out how to get Cake to
-automatically make CONCAT(TenderType.name, ' #', Tender.id) part
-of each returned query.
-
-Add the opposite of the "collected" report, which provides a set of
-checkboxes for the different incomes, and returns a list of where
-the received monies were disbursed for the selected period.
-
-MUST reports:
- - Delinquent customers
- - Locked out units / customers
- - To-Lock units
- - Paid up until
-
-WANT reports:
- - ???
-
-
-
-
-
-
-
-----------------------------------------------------------------------
-----------------------------------------------------------------------
-----------------------------------------------------------------------
-----------------------------------------------------------------------
-----------------------------------------------------------------------
--- DONE !
-
-
-VERIFY THAT OUR NEW BALANCE QUERY WORKS.
-(The one that was added to lease).  It works for
-folks that have ledger entries, but I fear that the
-inner join will prevent customers from showing up
-in the list if they don't yet have any ledger entries
-in account receivable.  To resolve this we'll have to
-go back to LEFT JOIN and check for NULL in our SUM()
-statement.
-
-Fix sorting on Lease list by Lease Number.  Have it
-reference ID instead.
-
-Figure out why Brenda Harmon's lease #44, unit #B04, lists
-the security deposit as $150. She's only paid $25, so it must
-be a lease issue.
-
-Modify LedgerEntry to have through_date, since a single
-invoice could have charges for several months rent.  It's
-not clear whether due_date should also be moved to
-LedgerEntry, since some charges could have different due
-dates.  The problem is that I can't picture an invoice
-having more than one due date.
-
-Consider adding a from_date to LedgerEntry as well.
-
-Fix Customers index list.  To replicate, add a brand
-new customer.  Select Customers.  Notice it says
-'Current Customers', but actually includes the new
-one in the list.
-
-There seems to be a problem with the account ledger for the
-customer.  To replicate, see Mancini's account (#47).  There
-are 4 entries in the Account ledger.  One of them is was from
-5/1/09.  It's a receipt (Transaction #610, Entry #702).  The
-Transaction is for $111.33 as indicated, but the entry is only
-for $16.33.
-  -- This was a problem with using notxgroup, the experimental
-  -- field that used to be hardcoded to false in ledger_entries.ctp
-  -- My rework eliminated that field, and everything was getting
-  -- grouped by transaction.
-
-Figure out how to utilize the security deposit, whether
-as part of move-out only, or as one of the payment options.
-
-Having a grid of ledger entries grouped by transaction appears
-to work, from the financial aspect, but the count of entries
-is incorrect.  The problem is the grouping only occurs after
-the count, which it has to in order for the count to work.  We
-need to obliterate the group_by_tx parameter, and simply use
-the transanction controller to generate the grid instead of
-ledger_entries.
-
-Handle a credit, ensuring that it's applied to new charges
- - either automatically;
- - by user opt-in to use credits when invoicing
- - by user opt-in when entering a receipt
- - by manually allowing a receipt of credits
-
-Reconcile all entries of a ledger to the c/f entry when
-"closing" the ledger and creating a new one.
-
-Determine when each unit is paid up until.  There is actually
-two things here: invoiced up until, and paid up until.  One or
-both of these should be displayed on the Lease view page.
-
-20090729: New Ledger doesn't seem to give a balance forward entry.
-
-Sorting by Customer ID is broken.  It must think it's already
-sorted by ID because the first click shows the arrow as
-DESC even though the sort is ASC.  Subsequent clicks don't
-change anything.  You must sort on a different column first
-then everything works.
-  - Not actually fixed in the app, although it's solved by
-    using jqGrid 3.5
-
-Seems like security deposit is suddenly broken.  I believe
-the customer/lease infobox used to report only PAID
-security deposits, but it now seems like it's reporting ALL
-security deposits charged.
-
-Customer Selection on the Receipt Page is broken.
-(Selecting a row and waiting for the update).
-
-Automatic assessment of rents, or at least for now, one
-click manual mechanism to assess rents correctly for all
-tenants.
-
-Automatic assessment of late fees, or at least for now, one
-click manual mechanism to assess late fees correctly for all
-tenants.
-
-Fix ACH deposits into bank.  Make it happen automatically,
-perhaps after 3 days.  Without this, we cannot NSF an ACH
-transaction.
-
-Change the menu structure to be $menu['section']['item'], so that
-items don't have to be added in order of section.  Perhaps even
-array(array(name, priority, items => array(name, priority, link)))
-
-Change New Customer form to have contact 'New' radio pre-checked
-
-Add explanatory information on the New Customer page
- - Customer name can be omitted and will come from primary tenant.
- - Phone numbers, etc can be added later directly to the contact
-
-Unit Size has no controller.  Either remove the link from the
-units grid, or implement the controller.
-
-
-When performing a move-in, the receipt page is broken
-when trying to enter a concession. javascript complains about
-an invalid value, and the page is not submitted.
- - Allegedly.  I believe Shirley's browser was acting up
-   on her, and based on the logs, it seems that indeed
-   what ultimately worked just fine for a concession entry
-   was really the exact same page that was stuck.  While
-   on the phone it was evident that here browser was
-   doing a javascript wig-out, and it wasn't related to
-   a slow internet connection.
-
-Add invoice rent helpers
- - monthly proration tool
-   - select from/to dates, and hit "prorate"
- - charge through date
-   - enter charge through date, and the invoice
-     will automatically have charges for each month
-     from the current charge-through date to the
-     new charge-through date.
- - charge N months
-   - enter number of months, and the invoice
-     will automatically have charges for each month
-     from the current charge-through date for N months
- - next rent
-   - same as, or instead of, "charge N months", where
-     N is 1
-
-Invoice
-  - Have some sort of rent-proration tool
-  - Have Rent automatically populate the Effective/Through
-    as well as rent (pro-rating if necessary).  The dates
-    should take into account the customer charge through
-    date, as well as any other rents on the invoice.
-