Fixed bug charging customers again when there is not charge through date.

git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1019 97e9348a-65ac-dc4b-aefc-98561f571b83

site/app_controller.php

@@ -278,11 +278,17 @@ class AppController extends Controller {
       $this->addSideMenuLink('Unit Summary',
 			     array('controller' => 'units', 'action' => 'overview'), null,
 			     'REPORT');
-      $this->addSideMenuLink('Monthly Income',
+      /* $this->addSideMenuLink('Monthly Income', */
-			     array('controller' => 'statement_entries', 'action' => 'incomebymonth'), null,
+      /* 			     array('controller' => 'statement_entries', 'action' => 'incomebymonth'), null, */
+      /* 			     'REPORT'); */
+      /* $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('Monthly Expenses',
+      $this->addSideMenuLink('Quickbook Credits',
-			     array('controller' => 'statement_entries', 'action' => 'expensebymonth'), null,
+      			     array('controller' => 'statement_entries', 'action' => 'expensebymonth', 4, 0), null,
       			     'REPORT');
       $this->addSideMenuLink('Monthly Net',
 			     array('controller' => 'statement_entries', 'action' => 'netbymonth'), null,

site/controllers/statement_entries_controller.php

@@ -268,7 +268,7 @@ class StatementEntriesController extends AppController {
     $datefrom = 'DATE(NOW() - INTERVAL '.($months-1).' MONTH - INTERVAL DAY(NOW())-1 DAY)';
     $dateto   = 'NOW()';
     /* $datefrom = '"2009-01-01"'; */
-    /* $dateto   = '"2011-12-31"'; */
+    /* $dateto   = '"2012-12-31"'; */
 
     $result = $this->StatementEntry->find
       ('all',
@@ -330,10 +330,10 @@ class StatementEntriesController extends AppController {
     $this->render('chargesbymonth');
   }
 
-  function incomebymonth($months = 12) {
+  function incomebymonth($months = 12, $invoice = false) {
     $this->set('title', 'Monthly Gross Income');
     $this->set('reptype', 'Gross Income');
-    $this->incexpbymonth(array('INCOME'), true, $months);
+    $this->incexpbymonth(array('INCOME'), $invoice, $months);
   }
 
   function expensebymonth($months = 12) {

site/controllers/transactions_controller.php

@@ -468,7 +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

site/models/lease.php

@@ -347,6 +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);
 

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/customers/receipt.ctp

@@ -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();

site/views/customers/view.ctp

@@ -105,6 +105,27 @@ echo $this->element('ledger_entries', array
 		      )));
 
 
+/**********************************************************************
+ * 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
  */

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/transactions.ctp

@@ -11,8 +11,8 @@ $cols['ID']        = array('index' => 'Transaction.id',            'formatter' =
 $cols['Type']      = array('index' => 'Transaction.type',          'formatter' => 'enum');
 $cols['Customer']  = array('index' => 'Customer.name',             'formatter' => 'longname');
 $cols['Timestamp'] = array('index' => 'Transaction.stamp',         'formatter' => 'date');
-$cols['Amount']    = array('index' => 'Transaction.amount',        'formatter' => 'currency');
 $cols['Entries']   = array('index' => 'entries',                   'formatter' => 'number');
+$cols['Amount']    = array('index' => 'Transaction.amount',        'formatter' => 'currency');
 $cols['Comment']   = array('index' => 'Transaction.comment',       'formatter' => 'comment');
 
 // Render the grid

site/views/layouts/default.ctp

@@ -75,7 +75,7 @@
 		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/statement_entries/chargesbymonth.ctp

@@ -10,7 +10,7 @@ echo '<div class="statement_entry overview">' . "\n";
  */
 
 $rows = array();
-$rows[] = array("$months Month Total", FormatHelper::currency($overview['amount']));
+$rows[] = array("$months Month Total", FormatHelper::currency($overview['amount']) . " / (" . FormatHelper::currency($overview['amount'] / $months) . " per month)");
 
 echo $this->element('table',
                     array('class'   => 'item statement_entry detail',

site/views/transactions/deposit_slip.ctp

@@ -2,11 +2,18 @@
 
 //style="display:inline;
 echo('<H2 style="display:inline;">Deposit Slip: ' .
-     FormatHelper::datetime($deposit['Transaction']['stamp'])
+     FormatHelper::date($deposit['Transaction']['stamp'])
-     . '</H2>' . "\n");
+     . '</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

@@ -95,6 +95,7 @@ if ($transaction['type'] === 'INVOICE' ||
  * Ledger Entries
  */
 
+if (0) {
   echo $this->element('ledger_entries', array
 		      (// Grid configuration
 		       'config' => array
@@ -104,7 +105,7 @@ echo $this->element('ledger_entries', array
 					  'Account.id !=' => $account['id']),
 			'exclude' => array('Transaction'),
 			)));
-
+}
 
 /* /\********************************************************************** */
 /*  * Tenders Deposited */

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);