686c58afea
Modified the sitelink2pmgr script to print debug information about where it's connecting, and to no longer have schema.sql reference the database. This will create an issue if we delete tables from the file, but we'll deal with that as it comes.
abijah
2009-07-08 21:25:07 +00:00
7e0d8a9da2
Modified which columns are displayed for ledger entries
abijah
2009-07-08 20:57:11 +00:00
754e2327c7
Modified which columns are displayed for ledger entries
abijah
2009-07-08 20:57:11 +00:00
4d123b63f0
Moved all grid elements onto the grid helper. Basic testing done, but more testing needs to be done.
abijah
2009-07-08 20:40:44 +00:00
aca9d13a7d
Moved all grid elements onto the grid helper. Basic testing done, but more testing needs to be done.
abijah
2009-07-08 20:40:44 +00:00
a88f5829ce
Moved the leases element onto the new grid helper.
abijah
2009-07-08 19:22:22 +00:00
311d8be646
Moved the leases element onto the new grid helper.
abijah
2009-07-08 19:22:22 +00:00
5c29200428
Minor tweak to allow more size selections in the drop down list.
abijah
2009-07-08 19:19:42 +00:00
f77281835d
Minor tweak to allow more size selections in the drop down list.
abijah
2009-07-08 19:19:42 +00:00
33fa8e732c
The grid helper now functions. We may need to tweak it when looking at some of the more complicated elements like ledger_entries.
abijah
2009-07-08 19:19:05 +00:00
1ed98b5e39
The grid helper now functions. We may need to tweak it when looking at some of the more complicated elements like ledger_entries.
abijah
2009-07-08 19:19:05 +00:00
6c62d66068
Actually, we need to get away from calling things jqGrid except at the lowest point. We don't want to switch vendors and have all these items continuing to be called jqGrid. Just Grid will work.
abijah
2009-07-08 17:35:36 +00:00
a2cb53a83b
Actually, we need to get away from calling things jqGrid except at the lowest point. We don't want to switch vendors and have all these items continuing to be called jqGrid. Just Grid will work.
abijah
2009-07-08 17:35:36 +00:00
4e2b073110
Added a helper to jqGrid, since duplicated code is getting spread through each element. The implementation is nowhere near complete, but the basic idea is there.
abijah
2009-07-08 17:33:43 +00:00
dff8394e91
Added a helper to jqGrid, since duplicated code is getting spread through each element. The implementation is nowhere near complete, but the basic idea is there.
abijah
2009-07-08 17:33:43 +00:00
abd166cb98
Modified effective dates to be part of the ledger entry, not the transaction. This is the logically correct way, as a transaction is simply a collection of entries which might be anywhere from completely aligned to totally disjoint from one another (more likely the former). As a practical example, consider a move-in invoice, with security deposit (effective immediately with no end date), a prorated rent (effective move-in day through the end of the first month), and first full months rent (effective beginning of next month through the end of next month). There is certainly more work to be done on this, and testing was minimal. It does seem to be functioning though, so I'm checking in.
abijah
2009-07-08 16:04:53 +00:00
014fa0feb9
Modified effective dates to be part of the ledger entry, not the transaction. This is the logically correct way, as a transaction is simply a collection of entries which might be anywhere from completely aligned to totally disjoint from one another (more likely the former). As a practical example, consider a move-in invoice, with security deposit (effective immediately with no end date), a prorated rent (effective move-in day through the end of the first month), and first full months rent (effective beginning of next month through the end of next month). There is certainly more work to be done on this, and testing was minimal. It does seem to be functioning though, so I'm checking in.
abijah
2009-07-08 16:04:53 +00:00
cb627b8ec7
Fixed a cut/paste error when moving code from the Transaction model into the App model.
abijah
2009-07-08 14:48:34 +00:00
3aacbb94aa
Fixed a cut/paste error when moving code from the Transaction model into the App model.
abijah
2009-07-08 14:48:34 +00:00
5f9b9e15cb
Fixed bug with security deposits after I did away with sitelinks use of ledger number some time back
abijah
2009-07-08 00:52:33 +00:00
c455b383f5
Updated the balance algorithm for units and customers as was done for leases.
abijah
2009-07-08 00:34:03 +00:00
1f95e835f8
Updated the balance algorithm for units and customers as was done for leases.
abijah
2009-07-08 00:34:03 +00:00
ba36729485
Fixed a couple sort order issues, and modified the balance results to always return a number (zero) instead of null. A Lease should always have a balance, unlike Units where it's appropriate to have an null balance on a vacant unit.
abijah
2009-07-08 00:32:22 +00:00
f7f9da92f3
Fixed a couple sort order issues, and modified the balance results to always return a number (zero) instead of null. A Lease should always have a balance, unlike Units where it's appropriate to have an null balance on a vacant unit.
abijah
2009-07-08 00:32:22 +00:00
011c05d098
Implemented the balance field of Leases as part of a single query. This not only reduces the number of queries required, it also allows balance to be a sortable column, so that we can determine which customers are overdue.
abijah
2009-07-07 16:08:56 +00:00
3f275b127b
Implemented the balance field of Leases as part of a single query. This not only reduces the number of queries required, it also allows balance to be a sortable column, so that we can determine which customers are overdue.
abijah
2009-07-07 16:08:56 +00:00
aa2e647199
Added mechanism for user to know the rent amount on the invoice screen.
abijah
2009-07-07 09:00:54 +00:00
f4319364f2
Added mechanism for user to know the rent amount on the invoice screen.
abijah
2009-07-07 09:00:54 +00:00
472d2d7166
Modified the page redirects to flow 'new customer' => 'move-in' => 'invoice'. What's missing here is the addition of contacts, but I'll ignore for now.
abijah
2009-07-07 08:09:51 +00:00
54ded6173a
Modified the page redirects to flow 'new customer' => 'move-in' => 'invoice'. What's missing here is the addition of contacts, but I'll ignore for now.
abijah
2009-07-07 08:09:51 +00:00
9ea397ff8f
Removed lingering debug prints
abijah
2009-07-07 08:08:36 +00:00
b36d3117a3
Removed lingering debug prints
abijah
2009-07-07 08:08:36 +00:00
9c65d408fa
Added a flag to accounts, indicating whether they can be used for charges and/or payments. Invoice has already switch to this mechanism, but we're keeping receipt the same for now since I have bigger fish to fry.
abijah
2009-07-07 07:52:41 +00:00
06b8ff2ae9
Added a flag to accounts, indicating whether they can be used for charges and/or payments. Invoice has already switch to this mechanism, but we're keeping receipt the same for now since I have bigger fish to fry.
abijah
2009-07-07 07:52:41 +00:00
ae85ed7907
Experiment to provide a fieldset around the transaction details. I didn't care too much for the looks of it, so I commented it out for the moment. Ultimately though, there is going to be confusion over having two comment fields, so if we intend to keep them both, we'll need to clearly distinguish the purpose of each.
abijah
2009-07-07 07:21:22 +00:00
40264d3c39
Experiment to provide a fieldset around the transaction details. I didn't care too much for the looks of it, so I commented it out for the moment. Ultimately though, there is going to be confusion over having two comment fields, so if we intend to keep them both, we'll need to clearly distinguish the purpose of each.
abijah
2009-07-07 07:21:22 +00:00
5007890d09
Added a petty cash account
abijah
2009-07-07 07:14:28 +00:00
019b97fe53
Modified to dynamically determine eligible charge accounts, instead of the two that were hardcoded.
abijah
2009-07-07 07:14:18 +00:00
aab8a994c8
Modified to dynamically determine eligible charge accounts, instead of the two that were hardcoded.
abijah
2009-07-07 07:14:18 +00:00
ae442db01f
First pass at having invoice support multiple charges, just like receipt/payment. It works well, but I know we still need a better solution for income accounts, and it hasn't been robustly tested yet.
abijah
2009-07-07 04:37:04 +00:00
a8c91d8b22
First pass at having invoice support multiple charges, just like receipt/payment. It works well, but I know we still need a better solution for income accounts, and it hasn't been robustly tested yet.
abijah
2009-07-07 04:37:04 +00:00
65e3c99ae9
Fixed invoice reconciliation. This was original modified from the receipt code, but we know that receipts and invoices are not mirror images in our current implementation. So, no surprise then that this was broken.
abijah
2009-07-07 04:34:18 +00:00
d5d2d07894
Fixed invoice reconciliation. This was original modified from the receipt code, but we know that receipts and invoices are not mirror images in our current implementation. So, no surprise then that this was broken.
abijah
2009-07-07 04:34:18 +00:00
d4ceca3aeb
The only functional change was to start payment numbers at 1 instead of zero. All other changes are just white space and code movement.
abijah
2009-07-07 04:33:06 +00:00
7b3f774304
The only functional change was to start payment numbers at 1 instead of zero. All other changes are just white space and code movement.
abijah
2009-07-07 04:33:06 +00:00
e17cf21351
Removed the debug comments for each invoice/receipt/payment/charge/etc
abijah
2009-07-07 04:29:34 +00:00
4ea8f1ae42
Took some of the new learnings from invoice generation and put into receipt generations. Also moved some shared functions to pmgr.js, and renamed things for consistency.
abijah
2009-07-07 02:55:55 +00:00
807dc48375
Took some of the new learnings from invoice generation and put into receipt generations. Also moved some shared functions to pmgr.js, and renamed things for consistency.
abijah
2009-07-07 02:55:55 +00:00
c1b402bd72
Moved the Invoice/Receipt logic into the transactions model. Adding an invoice will likely need to be tweaked to expect customer credits, and apply either automatically, or with user discretion.
abijah
2009-07-07 01:29:03 +00:00
8491d81496
Moved the Invoice/Receipt logic into the transactions model. Adding an invoice will likely need to be tweaked to expect customer credits, and apply either automatically, or with user discretion.
abijah
2009-07-07 01:29:03 +00:00
ca0ddcbc29
Fixed late charge cut/paste error
abijah
2009-07-07 01:28:03 +00:00
1c164cebc1
Fixed late charge cut/paste error
abijah
2009-07-07 01:28:03 +00:00
5f8ae73049
Charge/Invoice assessment is working fairly well. Still need to accept multiple charges on a single invoice, have client side validation, and post through ajax to allow posting repeated invoices.
abijah
2009-07-07 00:43:41 +00:00
db5eed24f6
Charge/Invoice assessment is working fairly well. Still need to accept multiple charges on a single invoice, have client side validation, and post through ajax to allow posting repeated invoices.
abijah
2009-07-07 00:43:41 +00:00
c7d7c9e7e4
Now that we have a default customer name automatically provided, we've made 'name' a required field
abijah
2009-07-07 00:42:05 +00:00
66e2647c05
Moved the debug grid query link into the caption bar to minimize layout distractions.
abijah
2009-07-06 23:17:53 +00:00
eba1267f00
Moved the debug grid query link into the caption bar to minimize layout distractions.
abijah
2009-07-06 23:17:53 +00:00
81e415e5bd
Moved date formatting fully into the AppModel, automatically determining the necessary fields from the schema.
abijah
2009-07-06 22:23:40 +00:00
240a16367b
Moved date formatting fully into the AppModel, automatically determining the necessary fields from the schema.
abijah
2009-07-06 22:23:40 +00:00
85756975ae
Modified the form table to support a variety of extra texts and/or columns
abijah
2009-07-06 19:22:27 +00:00
cb39f6f0eb
Modified the form table to support a variety of extra texts and/or columns
abijah
2009-07-06 19:22:27 +00:00
58d3cbf66b
First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based.
abijah
2009-07-06 18:34:44 +00:00
cd07f51ff9
First pass at entering charges for a lease. This works, but does not have the ability to add multiple charges, and does not mirror the payment method, which is ajax based.
abijah
2009-07-06 18:34:44 +00:00
850d15eb50
Moved the contact save logic into the model and out of the controller.
abijah
2009-07-06 17:25:05 +00:00
cba8e16be7
Moved the contact save logic into the model and out of the controller.
abijah
2009-07-06 17:25:05 +00:00
50e7f58d35
Changed the logic a little bit in the customer model saveCustomer function, such that we can provide a default customer name if otherwise unspecified. Changed the page titles to reflect Customer vs Contact, since they can easily have the same names.
abijah
2009-07-06 16:57:23 +00:00
1d82e263ad
Changed the logic a little bit in the customer model saveCustomer function, such that we can provide a default customer name if otherwise unspecified. Changed the page titles to reflect Customer vs Contact, since they can easily have the same names.
abijah
2009-07-06 16:57:23 +00:00
47104919f2
Moved the customer save logic into the model
abijah
2009-07-06 15:45:49 +00:00
aa12a1efa4
Moved the customer save logic into the model
abijah
2009-07-06 15:45:49 +00:00
4dac7a7f0c
Added empty view for debugging.
abijah
2009-07-06 15:40:32 +00:00
758a5f700c
Added empty view for debugging.
abijah
2009-07-06 15:40:32 +00:00
d51c29bc91
Added a datepicker to the move-out view and put the input fields of both move-in and move-out into a table to tidy things up a bit.
abijah
2009-07-06 04:32:14 +00:00
9aa598f81f
Added a datepicker to the move-out view and put the input fields of both move-in and move-out into a table to tidy things up a bit.
abijah
2009-07-06 04:32:14 +00:00
8237ca1f9d
Changed leases element to understand some common fields
abijah
2009-07-06 04:30:03 +00:00
e953f2709d
Changed leases element to understand some common fields
abijah
2009-07-06 04:30:03 +00:00
87f0d3217a
Changed the lease 'payment' action to just point to the customer payment instead. Makes my life easier at the moment...
abijah
2009-07-06 03:35:09 +00:00
96dd06b58a
Changed the lease 'payment' action to just point to the customer payment instead. Makes my life easier at the moment...
abijah
2009-07-06 03:35:09 +00:00
fbd43fbbb2
Cleaned up and got rid of the word Tenant in most places. The original thought was to minimize confusion in our specific case (since we don't sell POS items) by simply refering to customers as tenants. However, I don't think customers is a very confusing term and so I decided to clear up the inconsistency. I did leave it in a couple places, where the customers in questions are clearly tenants
abijah
2009-07-06 03:34:33 +00:00
5fd783dc50
Cleaned up and got rid of the word Tenant in most places. The original thought was to minimize confusion in our specific case (since we don't sell POS items) by simply refering to customers as tenants. However, I don't think customers is a very confusing term and so I decided to clear up the inconsistency. I did leave it in a couple places, where the customers in questions are clearly tenants
abijah
2009-07-06 03:34:33 +00:00
826874b2a5
Changed layout to enlarge the detail table on the edit page. Changed edit action to redirect to the view page.
abijah
2009-07-06 03:09:54 +00:00
689a6dc7aa
Changed layout to enlarge the detail table on the edit page. Changed edit action to redirect to the view page.
abijah
2009-07-06 03:09:54 +00:00
eab49091ae
Implemented ability to add a customer, and fixed the problem with flagging of the primary contact.
abijah
2009-07-06 03:01:28 +00:00
3e60f8d45e
Implemented ability to add a customer, and fixed the problem with flagging of the primary contact.
abijah
2009-07-06 03:01:28 +00:00
e150237fd8
Implemented edit functionality for customer. Like with contacts, the interface leaves much to be desired, since it's limited in functionality. Namely, you can add a contact, but you can't add contact methods (phone/mail/email). Also, it doesn't use jqGrid to present the selection choices, and so the user is stuck with the fields we've chosen to display, as well as the sort order we've chosen. Enhancement is possible someday, but for now, it gets the job done.
abijah
2009-07-06 02:06:23 +00:00
09cb297dc7
Implemented edit functionality for customer. Like with contacts, the interface leaves much to be desired, since it's limited in functionality. Namely, you can add a contact, but you can't add contact methods (phone/mail/email). Also, it doesn't use jqGrid to present the selection choices, and so the user is stuck with the fields we've chosen to display, as well as the sort order we've chosen. Enhancement is possible someday, but for now, it gets the job done.
abijah
2009-07-06 02:06:23 +00:00
207808d6d5
Added ability to add a new contact, which also fixes the glaring omission of saving changes to contact details on the edit page (previously we were only saving contact methods, not any contact details.
abijah
2009-07-06 00:42:57 +00:00
ab0e85824b
Added ability to add a new contact, which also fixes the glaring omission of saving changes to contact details on the edit page (previously we were only saving contact methods, not any contact details.
abijah
2009-07-06 00:42:57 +00:00
dc787bd9e7
Finished implementation of contact edit. This is now saving everything to the database. I hope to now leverage it for a new contact. This checkin includes a bit of code in the sitelink2pmgr script that sets the customer display name. It should have been checked in several revisions ago.
abijah
2009-07-05 23:43:35 +00:00
6def9cbb02
Finished implementation of contact edit. This is now saving everything to the database. I hope to now leverage it for a new contact. This checkin includes a bit of code in the sitelink2pmgr script that sets the customer display name. It should have been checked in several revisions ago.
abijah
2009-07-05 23:43:35 +00:00
61af7693cd
Changed order to Phone/Address/Email to be consistent with other areas
abijah
2009-07-05 23:33:47 +00:00
c7d772be53
Changed order to Phone/Address/Email to be consistent with other areas
abijah
2009-07-05 23:33:47 +00:00
24245e24f1
Added logic to prevent the empty string from entering the database, using NULL instead
abijah
2009-07-05 23:33:07 +00:00
e584997805
Added logic to prevent the empty string from entering the database, using NULL instead
abijah
2009-07-05 23:33:07 +00:00
ae276d310a
Moved the customer edit page to include address and email fields. This is largely all the work on the presentation side, now I just need to take the data and update the database.
abijah
2009-07-05 20:01:06 +00:00
b7e0ea8313
Moved the customer edit page to include address and email fields. This is largely all the work on the presentation side, now I just need to take the data and update the database.
abijah
2009-07-05 20:01:06 +00:00
0f9bafab31
Changed the addition of a dynamic div to slide into place instead of just popping into place.
abijah
2009-07-05 20:00:02 +00:00
bb61de60ad
Changed the addition of a dynamic div to slide into place instead of just popping into place.
abijah
2009-07-05 20:00:02 +00:00
41aa3f81a8
Got the existing contact phone numbers to populate correctly. I've chosen to disallow editing of these numbers, since a) it's tricky to do this in place, and b) it will be too confusing at the moment to handle this on a separate page, and c) I don't want to implement a modal ajax box at the moment, and d) doing so would probably be a user error liability, since folks would choose to edit a shared number instead of adding a new one when the situation would warrant the latter.
abijah
2009-07-05 18:32:54 +00:00
abijah