property_manager database backup as of 2010_03_11_0106

git-svn-id: file:///svn-source/pmgr/tags/v0.2.1@956 97e9348a-65ac-dc4b-aefc-98561f571b83

build.cmd

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

db/scratch.sql

@@ -0,0 +1,578 @@
+-- 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.type = 'INVOICE' AND Tamt <> T.amount) 
+      OR      
+    (T.type <> 'INVOICE' AND Oamt <> T.amount)    
+      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
+;

requirements.txt

@@ -0,0 +1,68 @@
+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/app_controller.php

@@ -39,7 +39,7 @@ class AppController extends Controller {
   var $helpers = array('Html', 'Form', 'Javascript', 'Format', 'Time', 'Grid');
   var $components = array('DebugKit.Toolbar');
 
-  var $sidemenu   = array('areas' => array('SITE' => false, 'REPORT' => false, 'CONTROLLER' => false, 'ACTION' => false, 'SANDBOX' => false));
+  var $sidemenu   = array('areas' => array('SITE' => false, 'CONTROLLER' => false, 'ACTION' => false, 'SANDBOX' => false));
   var $std_area   = 10;
   var $admin_area = 20;
   var $dev_area   = 30;
@@ -52,15 +52,6 @@ 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']); }
-
   /**************************************************************************
    **************************************************************************
    **************************************************************************
@@ -80,8 +71,6 @@ 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';
 
@@ -257,38 +246,11 @@ class AppController extends Controller {
     $this->addSideMenuLink('New Deposit',
 			   array('controller' => 'tenders', 'action' => 'deposit'), null,
 			   'SITE', $this->op_area);
-    if ($this->admin())
+    if (!empty($this->params['admin']))
       $this->addSideMenuLink('Assess Charges',
 			     array('controller' => 'leases', 'action' => 'assess_all'), null,
 			     'SITE', $this->op_area);
 
-    if ($this->admin()) {
-      $acct = new Account;
-      $this->addSideMenuLink('Collected Rent',
-			     array('controller' => 'accounts',
-				   'action' => 'collected',
-				   $acct->rentAccountID()), null,
-			     'REPORT');
-      $this->addSideMenuLink('Unpaid Charges',
-			     array('controller' => 'statement_entries', 'action' => 'unpaid'), null,
-			     'REPORT');
-      $this->addSideMenuLink('Lease Up',
-			     array('controller' => 'leases', 'action' => 'overview'), null,
-			     'REPORT');
-      $this->addSideMenuLink('Unit Summary',
-			     array('controller' => 'units', 'action' => 'overview'), null,
-			     'REPORT');
-      $this->addSideMenuLink('Monthly Charges',
-			     array('controller' => 'statement_entries', 'action' => 'chargesbymonth'), null,
-			     'REPORT');
-    }
-    else {
-      $this->sideMenuEnable('REPORT', null, false);
-    }
-
-
-
-
     $url_components = array('plugin', 'controller', 'action', 'named');
     if (devbox()) {
 /*       $sources = ConnectionManager::sourceList(); */
@@ -346,19 +308,19 @@ class AppController extends Controller {
     $this->params['admin'] = $this->Option->enabled('admin');
     $this->params['dev']   = devbox();
 
-    if ($this->dev() && !$this->Option->enabled('dev'))
+    if ($this->params['dev'] && !$this->Option->enabled('dev'))
       $this->redirect("/");
 
-    if ($this->dev())
+    if (!$this->params['dev'])
-      Configure::write('debug', 2);
+      Configure::write('debug', '0');
 
     $this->addDefaultSideMenuLinks();
     //$this->sideMenuEnable('SITE', $this->op_area, false);
 
     foreach ($this->sidemenu['areas'] AS $area_name => $area) {
-      if (!$this->dev())
+      if (empty($this->params['dev']))
 	$this->sideMenuEnable($area_name, $this->dev_area, false);
-      if (!$this->admin())
+      if (empty($this->params['admin']))
 	$this->sideMenuEnable($area_name, $this->admin_area, false);
     }
 
@@ -427,13 +389,6 @@ 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);
   }
@@ -645,12 +600,15 @@ 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 $this->gridDataFind($params, $model, 'count', $query);
+    return $model->find('count', $query);
   }
 
   function gridDataCountTables(&$params, &$model) {
@@ -868,9 +826,6 @@ 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');
   }
 
@@ -902,11 +857,14 @@ 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 $this->gridDataFind($params, $model, 'all', $query);
+    return $model->find('all', $query);
   }
 
   function gridDataTables(&$params, &$model) {
@@ -948,24 +906,12 @@ 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' => '%'),
@@ -1015,13 +961,6 @@ 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);
-  }
-
 
   /**************************************************************************
    **************************************************************************
@@ -1168,8 +1107,7 @@ class AppController extends Controller {
   }
 
   function gridDataOutputSummary(&$params, &$model, $pagination) {
-    if ($params['debug'])
+    echo " <params><![CDATA[\n" . print_r($params, true) . "\n]]></params>\n";
-      echo " <params><![CDATA[\n" . print_r($params, true) . "\n]]></params>\n";
     echo " <page>{$pagination['page']}</page>\n";
     echo " <total>{$pagination['total']}</total>\n";
     echo " <records>{$pagination['record_count']}</records>\n";
@@ -1210,7 +1148,7 @@ 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/config/core.php

@@ -38,7 +38,7 @@
  * In production mode, flash messages redirect after a time interval.
  * In development mode, you need to click the flash message to continue.
  */
-	Configure::write('debug', 0);
+	Configure::write('debug', 2);
 /**
  * Application wide charset encoding
  */

site/controllers/customers_controller.php

@@ -2,14 +2,6 @@
 
 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'));
-  }
 
   /**************************************************************************
    **************************************************************************
@@ -313,11 +305,6 @@ 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',
@@ -452,41 +439,6 @@ 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

@@ -176,20 +176,16 @@ 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']
 			    );
 
-      $lease = $this->Lease->find
+      $this->redirect(array('controller' => 'leases',
-	('first', array
-	 ('contain' => array('Customer.id'),
-	  'conditions' => array(array('Lease.id' => $this->data['Lease']['id'])),
-	  ));
-
-      $this->redirect(array('controller' => 'customers',
 			    'action' => 'view',
-			    $lease['Customer']['id']));
+			    $this->data['Lease']['id']));
     }
 
     if (isset($id)) {
@@ -444,64 +440,6 @@ 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

@@ -11,7 +11,6 @@ class StatementEntriesController extends AppController {
    */
 
   function index()   { $this->gridView('All Statement Entries'); }
-  function unpaid()  { $this->gridView('Unpaid Charges', 'unreconciled'); }
 
 
   /**************************************************************************
@@ -124,6 +123,18 @@ 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;
   }
 
@@ -147,48 +158,33 @@ 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?)
-    if ($index != 'Transaction.stamp' &&
+    $order[] = 'Transaction.stamp ' . $direction;
-	$index != 'StatementEntry.effective_date') {
+    $order[] = 'StatementEntry.effective_date ' . $direction;
-      $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'", */
 
-    if ($params['action'] === 'unreconciled') {
+/* 				"StatementEntry.amount - (" . */
-      $lquery = array('conditions' => $query['conditions']);
+/* 				"IF(StatementEntry.type = 'CHARGE'," . */
-      $set = $this->StatementEntry->reconciledSet('CHARGE', $lquery, true);
+/* 				"   SUM(COALESCE(DisbursementEntry.amount,0))," . */
-
+/* 				"   SUM(COALESCE(ChargeEntry.amount,0)))" . */
-      $entries = array();
+/* 				") AS 'balance'", */
-      foreach ($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'");
@@ -257,53 +253,6 @@ class StatementEntriesController extends AppController {
   }
 
 
-  /**************************************************************************
-   **************************************************************************
-   **************************************************************************
-   * action: chargesbymonth
-   *  - Displays charges by month
-   */
-
-  function chargesbymonth($months = 12) {
-    $result = $this->StatementEntry->find
-      ('all',
-       array('link' => array('Account' => array('fields' => 'name')),
-	     'fields' => array_merge(array('MONTHNAME(effective_date) AS month',
-					   'YEAR(effective_date) AS year'),
-				     $this->StatementEntry->chargeDisbursementFields(true)),
-	     'conditions' => array('Account.type' => 'INCOME',
-				   'effective_date >= DATE(NOW() - INTERVAL '.($months-1).' MONTH - INTERVAL DAY(NOW())-1 DAY)',
-				   'effective_date <= NOW()',
-				   ),
-	     'group' => array('YEAR(effective_date)', 'MONTH(effective_date)', 'Account.id'),
-	     'order' => array('YEAR(effective_date) DESC', 'MONTH(effective_date) DESC', 'Account.name'),
-	     ));
-
-    $overview = array('months' => array(), 'charges' => 0);
-    foreach ($result AS $row) {
-      $mname = $row[0]['month'] .', '. $row[0]['year'];
-      if (empty($overview['months'][$mname]))
-	$overview['months'][$mname] = array('name' => $mname,
-					   'subs' => array(),
-					   'charges' => 0);
-      $month = &$overview['months'][$mname];
-      $month['subs'][] = array('name' => $row['Account']['name'],
-			       'charges' => $row[0]['balance']);
-
-      $month['charges'] += $row[0]['balance'];
-      $overview['charges'] += $row[0]['balance'];
-    }
-
-    // Enable the Reports menu section
-    $this->sideMenuAreaActivate('REPORT');
-
-    // Prepare to render.
-    $this->set('months', $months);
-    $this->set('title', 'Monthly Charges');
-    $this->set(compact('overview'));
-  }
-
-
   /**************************************************************************
    **************************************************************************
    **************************************************************************

site/controllers/transactions_controller.php

@@ -54,12 +54,6 @@ 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);
-  }
-
 
   /**************************************************************************
    **************************************************************************
@@ -83,7 +77,6 @@ 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;
   }
 
@@ -108,7 +101,6 @@ class TransactionsController extends AppController {
   function gridDataPostProcessLinks(&$params, &$model, &$records, $links) {
     $links['Transaction'] = array('id', 'action' => ($params['action'] == 'deposit'
 						     ? 'deposit_slip' : 'view'));
-    $links['Customer'] = array('name');
     return parent::gridDataPostProcessLinks($params, $model, $records, $links);
   }
 

site/controllers/unit_sizes_controller.php

@@ -148,23 +148,6 @@ 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

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

site/models/customer.php

@@ -20,25 +20,15 @@ class Customer extends AppModel {
 		),
 		'Lease',
 		'StatementEntry',
-		'ContactsCustomer' => array(
+		'ContactsCustomer',
-			// 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' => array(
+		'Contact',
-			'unique' => true,
-		),
 	);
 
-	//var $default_log_level = 20;
 
   /**************************************************************************
    **************************************************************************
@@ -289,116 +279,6 @@ 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

@@ -148,11 +148,9 @@ class Lease extends AppModel {
 		   array('class' => 'StatementEntry',
 			 'fields' => array(),
 			 'conditions' => array
-			 ('SEx.lease_id = StatementEntry.lease_id',
+			 ('SEx.effective_date = DATE_ADD(StatementEntry.through_date, INTERVAL 1 day)',
-			  'SEx.type' => 'CHARGE',
+			  'SEx.lease_id = StatementEntry.lease_id',
-			  'SEx.account_id' => $rent_account_id,
 			  'SEx.reverse_transaction_id IS NULL',
-			  'SEx.effective_date = DATE_ADD(StatementEntry.through_date, INTERVAL 1 day)',
 			  ),
 			 ),
 		   ),
@@ -544,7 +542,7 @@ class Lease extends AppModel {
   function conditionDelinquent($table_name = 'Lease') {
     if (empty($table_name)) $t = ''; else $t = $table_name . '.';
     return ("({$t}close_date IS NULL AND" .
-	    " NOW() > DATE_ADD({$t}paid_through_date, INTERVAL 1 DAY))");
+	    " NOW() > DATE_ADD({$t}paid_through_date, INTERVAL 10 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)));
   }
 
 
@@ -338,72 +338,6 @@ 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'));
-  }
-
-
   /**************************************************************************
    **************************************************************************
    **************************************************************************
@@ -425,6 +359,9 @@ 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';
 
@@ -438,9 +375,6 @@ 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
@@ -489,16 +423,23 @@ class StatementEntry extends AppModel {
 		"Receipt Credit Added");
     }
 
-    // Now find all unpaid charges, using either the specific set
+    // Now find all unpaid charges
-    // of charges given, or all outstanding charges based on the
+    if (isset($charge_ids)) {
-    // query, customer and/or lease
+      $lquery = array('contain' => false,
-    if (!empty($charge_ids)) {
+		      'conditions' => array('StatementEntry.id' => $charge_ids));
-      $this->INTERNAL_ERROR("PERHAPS IMPLEMENTED - THOUGH NEVER TESTED");
-      $lquery = $query;
-      $lquery['conditions'][] = array('StatementEntry.id' => $charge_ids);
-      $charges = $this->reconciledSet('CHARGE', $query, true);
     } else {
-      $charges = $this->outstandingDebits($query, $customer_id, $lease_id);
+      $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");
     }
 
     // Work through all unpaid charges, applying disbursements as we go
@@ -542,14 +483,14 @@ class StatementEntry extends AppModel {
 
 	// Set the disbursement amount to the maximum amount
 	// possible without exceeding the charge or credit balance
-	$disbursement_amount = round(min($charge['balance'], $credit['balance']), 2);
+	$disbursement_amount = min($charge['balance'], $credit['balance']);
 	if (!isset($credit['applied']))
 	  $credit['applied'] = 0;
 
-	$credit['applied'] = round($credit['applied'] + $disbursement_amount, 2);
+	$credit['applied'] += $disbursement_amount;
-	$credit['balance'] = round($credit['balance'] - $disbursement_amount, 2);
+	$credit['balance'] -= $disbursement_amount;
 
-	$this->pr(20, compact('credit', 'disbursement_amount'),
+	$this->pr(20, compact('credit'),
 		  ($credit['balance'] > 0 ? 'Utilized' : 'Exhausted') .
 		  (empty($credit['receipt']) ? ' Credit' : ' Receipt'));
 
@@ -614,12 +555,12 @@ class StatementEntry extends AppModel {
 	}
 
 	// Adjust the charge balance to reflect the new disbursement
-	$charge['balance'] = round($charge['balance'] - $disbursement_amount, 2);
+	$charge['balance'] -= $disbursement_amount;
-	$this->pr(20, compact('charge', 'disbursement_amount'),
-		  ($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/tests/cases/views/debug.test.php

@@ -49,7 +49,7 @@ class DebugViewTestCase extends CakeTestCase {
 		Router::connect('/', array('controller' => 'pages', 'action' => 'display', 'home'));
 		Router::parse('/');
 		$this->Controller =& ClassRegistry::init('Controller');
-		$this->View  = new DebugView($this->Controller, false);
+		$this->View  =& new DebugView($this->Controller, false);
 		$this->_debug = Configure::read('debug');
 	}
 	
@@ -98,7 +98,7 @@ class DebugViewTestCase extends CakeTestCase {
 			'here' => '/posts/index',
 		);
 		$this->Controller->layout = 'default';
-		$View = new DebugView($this->Controller, false);
+		$View =& new DebugView($this->Controller, false);
 		$View->render('index');
 		
 		$result = DebugKitDebugger::getTimers();

site/plugins/debug_kit/tests/cases/views/helpers/fire_php_toobar.test.php

@@ -41,8 +41,8 @@ class FirePhpToolbarHelperTestCase extends CakeTestCase {
 		Router::connect('/', array('controller' => 'pages', 'action' => 'display', 'home'));
 		Router::parse('/');
 
-		$this->Toolbar = new ToolbarHelper(array('output' => 'DebugKit.FirePhpToolbar'));
+		$this->Toolbar =& new ToolbarHelper(array('output' => 'DebugKit.FirePhpToolbar'));
-		$this->Toolbar->FirePhpToolbar = new FirePhpToolbarHelper();
+		$this->Toolbar->FirePhpToolbar =& new FirePhpToolbarHelper();
 
 		$this->Controller =& ClassRegistry::init('Controller');
 		if (isset($this->_debug)) {

site/plugins/debug_kit/tests/cases/views/helpers/html_toolbar.test.php

@@ -38,10 +38,10 @@ class HtmlToolbarHelperTestCase extends CakeTestCase {
 		Router::connect('/', array('controller' => 'pages', 'action' => 'display', 'home'));
 		Router::parse('/');
 		
-		$this->Toolbar = new ToolbarHelper(array('output' => 'DebugKit.HtmlToolbar'));
+		$this->Toolbar =& new ToolbarHelper(array('output' => 'DebugKit.HtmlToolbar'));
-		$this->Toolbar->HtmlToolbar = new HtmlToolbarHelper();
+		$this->Toolbar->HtmlToolbar =& new HtmlToolbarHelper();
-		$this->Toolbar->HtmlToolbar->Html = new HtmlHelper();
+		$this->Toolbar->HtmlToolbar->Html =& new HtmlHelper();
-		$this->Toolbar->HtmlToolbar->Javascript = new JavascriptHelper();
+		$this->Toolbar->HtmlToolbar->Javascript =& new JavascriptHelper();
 		
 		$this->Controller =& ClassRegistry::init('Controller');
 		if (isset($this->_debug)) {

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

site/views/customers/merge.ctp

@@ -1,176 +0,0 @@
-<?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 filter = new Array();
+  var custom = new Array();
-  filter['StatementEntry.customer_id'] = id;
+  custom['customer_id'] = id;
 
   var dynamic_post = new Array();
-  dynamic_post['filter'] = filter;
+  dynamic_post['custom'] = custom;
 
   $('#charge-entries-jqGrid').setPostDataItem('dynamic_post_replace', serialize(dynamic_post));
   $('#charge-entries-jqGrid')
@@ -333,7 +333,7 @@ echo $this->element('statement_entries', array
 		      'action' => 'unreconciled',
 		      'exclude' => array('Customer', 'Type', 'Debit', 'Credit'),
 		      'include' => array('Applied', 'Balance'),
-		      'remap' => array('Received' => 'Paid'),
+		      'remap' => array('Applied' => 'Paid'),
 		      'limit' => 8,
 		      ),
 		     ));

site/views/customers/view.ctp

@@ -53,55 +53,15 @@ echo '<div CLASS="detail supporting">' . "\n";
 
 
 /**********************************************************************
- * Unpaid Charges
+ * Contacts
  */
 
-echo $this->element('statement_entries', array
+echo $this->element('contacts', array
 		    (// Grid configuration
 		     'config' => array
-		     ('caption' => 'Outstanding Charges',
+		     ('caption' => 'Customer Contacts',
-		      'limit'   => 10,
+		      'filter' => array('Customer.id' => $customer['Customer']['id']),
-		      'action'  => 'unreconciled',
+		      'include' => array('Relationship'),
-		      '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'),
 		      )));
 
 
@@ -113,28 +73,13 @@ echo $this->element('leases', array
 		    (// Grid configuration
 		     'config' => array
 		     ('caption' => 'Lease History',
-		      'limit'   => 5,
+		      'filter' => array('Customer.id' => $customer['Customer']['id']),
-		      '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
  */
@@ -145,11 +90,28 @@ 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

@@ -6,7 +6,6 @@ $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');
 
@@ -17,4 +16,4 @@ $grid
 ->defaultFields(array('Last Name', 'First Name'))
 ->searchFields(array('Last Name', 'First Name', 'Company'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Relationship', 'License', 'Comment')));
+	 array_diff(array_keys($cols), array('Relationship', 'Comment')));

site/views/elements/customers.ctp

@@ -6,9 +6,7 @@ $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['Units']         = array('index' => 'current_lease_count',        'formatter' => 'number');
+$cols['Leases']        = array('index' => 'current_lease_count',        'formatter' => 'number');
-$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');
 
@@ -19,4 +17,4 @@ $grid
 ->defaultFields(array('Name'))
 ->searchFields(array('Name', 'Last Name', 'First Name'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Relationship', 'Past Leases', 'Comment')));
+	 array_diff(array_keys($cols), array('Relationship', 'Comment')));

site/views/elements/leases.ctp

@@ -4,7 +4,6 @@
 $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['Received']       = array('index' => "applied",             'formatter' => 'currency');
+$cols['Applied']        = 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.
 $cols['Balance']        = array('index' => "unapplied",           'formatter' => 'currency');
@@ -32,22 +32,6 @@ if (isset($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'));
 
@@ -57,5 +41,8 @@ $grid
 ->sortField('Date', 'DESC')
 ->defaultFields(array('Entry', 'Date', 'Charge', 'Payment'))
 ->searchFields(array('Customer', 'Unit'))
-->render($this, isset($config) ? $config : null, $include_columns);
+->render($this, isset($config) ? $config : null,
+	 array_diff(array_keys($cols), array('Transaction', 'Through', 'Lease',
+					     'Amount', 'Applied', 'Balance', 'Sub-Total',
+					     'Comment')));
 

site/views/elements/transactions.ctp

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

site/views/elements/unit_sizes.ctp

@@ -3,7 +3,6 @@
 // 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');
@@ -11,8 +10,8 @@ $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['Per Foot']     = array('index' => 'sqcost',            'formatter' => 'currency');
+$cols['A. Cost']      = array('index' => 'sqcost',            'formatter' => 'currency');
-$cols['Per Cubic Ft'] = array('index' => 'cucost',            'formatter' => 'currency');
+$cols['V. Cost']      = 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');
@@ -28,13 +27,7 @@ $grid
 ->defaultFields(array('Size', 'Area'))
 ->searchFields(array('Size', 'Width', 'Depth', 'Area', 'Deposit', 'Rent'))
 ->render($this, isset($config) ? $config : null,
-	 array_diff(array_keys($cols), array('Width', 'Depth',
+	 array_diff(array_keys($cols), array('Height', 'Volume',
-					     'Deposit',
+					     'A. Cost', 'V. Cost',
-					     'Height', 'Volume',
+					     'Occupied', 'Total', 'Occupancy', 'Vacancy',
-					     //'Per Foot',
-					     'Per Cubic Ft',
-					     'Occupied',
-					     //'Total',
-					     'Occupancy',
-					     //'Vacancy',
 					     'Comment')));

site/views/helpers/format.php

@@ -47,13 +47,6 @@ 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

@@ -215,12 +215,6 @@ 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

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

site/views/leases/invoice.ctp

@@ -111,13 +111,13 @@ function showResponse(responseText, statusText)  {
     if (!$("#repeat").attr("checked")) {
       window.location.href =
       <?php if (empty($movein)): ?>
-	"<?php echo $html->url(array('controller' => 'customers',
+	"<?php echo $html->url(array('controller' => 'leases',
 		                     'action'     => 'view')); ?>"
-	+ "/" + $("#customer-id").val();
+	+ "/" + $("#lease-id").val();
       <?php else: ?>
 	"<?php echo $html->url(array('controller' => 'customers',
 		                     'action'     => 'receipt')); ?>"
-	+ "/" + $("#customer-id").val();
+	+ "/" + "<?php echo $customer['id']; ?>";
       <?php endif; ?>
       return;
     }
@@ -144,7 +144,6 @@ 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'));
@@ -363,10 +362,11 @@ echo $form->input("Lease.id",
 			'type' => 'hidden',
 			'value' => 0));
 
-echo $form->input("Customer.id",
+if (!empty($movein))
-		  array('id' => 'customer-id',
+  echo $form->input("Customer.id",
-			'type' => 'hidden',
+		    array('id' => 'customer-id',
-			'value' => 0));
+			  'type' => 'hidden',
+			  'value' => $customer['id']));
 
 /* echo '<fieldset CLASS="invoice">' . "\n"; */
 /* echo ' <legend>Invoice</legend>' . "\n"; */
@@ -433,8 +433,6 @@ 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']; ?>");
@@ -452,7 +450,6 @@ 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

@@ -1,74 +0,0 @@
-<?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

@@ -78,21 +78,6 @@ 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
  */
@@ -101,12 +86,30 @@ 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

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

site/views/units/overview.ctp

@@ -1,128 +0,0 @@
-<?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

@@ -76,6 +76,26 @@ 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

@@ -19,10 +19,6 @@ 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
@@ -270,16 +266,6 @@ 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% }
-
 
 /************************************************************
  ************************************************************

todo.notes

@@ -0,0 +1,223 @@
+
+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.
+