bc3bcd8312
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
bb78a85d1b
Changed the dynamic div generation to occur under PHP instead of directly under Javascript. This allows us to create a div on the server side making it directly part of the page (which is how we'll populate it with existing values).
abijah
2009-07-05 17:30:59 +00:00
c59f48fb84
Changed the dynamic div generation to occur under PHP instead of directly under Javascript. This allows us to create a div on the server side making it directly part of the page (which is how we'll populate it with existing values).
abijah
2009-07-05 17:30:59 +00:00
90604bf672
Doh! That's what happens when you make a seemingly innocuous change right before checkin...
abijah
2009-07-05 15:04:09 +00:00
6844513253
Doh! That's what happens when you make a seemingly innocuous change right before checkin...
abijah
2009-07-05 15:04:09 +00:00
bb5c44f19f
First shot at an actual working form to enter contact information. It only handles phone numbers at the moment, and it does NOT handle existing ones. It's a decent start though, and worth checking in. Next I'll have to handle existing phone numbers, and then addresses and emails. Of course, after that, I'll have to actually save everything to the database.
abijah
2009-07-05 15:01:18 +00:00
dc850f4e8e
First shot at an actual working form to enter contact information. It only handles phone numbers at the moment, and it does NOT handle existing ones. It's a decent start though, and worth checking in. Next I'll have to handle existing phone numbers, and then addresses and emails. Of course, after that, I'll have to actually save everything to the database.
abijah
2009-07-05 15:01:18 +00:00
6c656b07c3
Nowhere near complete, but a quick checkin to the contacts edit view so I can clean up some of the commented code that's getting intrusive.
abijah
2009-07-05 02:48:23 +00:00
dea1454dcd
Nowhere near complete, but a quick checkin to the contacts edit view so I can clean up some of the commented code that's getting intrusive.
abijah
2009-07-05 02:48:23 +00:00
5f82404a4f
Changed the relationship between grid visibility and text of the selected item.
abijah
2009-07-04 17:38:22 +00:00
6a8d21dad7
Changed the relationship between grid visibility and text of the selected item.
abijah
2009-07-04 17:38:22 +00:00
9bb957aff4
Got rid of the temporary function to determine unit status enums, and switched over to actually querying the database. Eliminated a legend entry for DELETED since no one should ever see a unit like that given that it should be, well, deleted. Modified the legend algorithm slightly to fix the number of rows instead of columns, since the placement algorithm works through the rows before moving to the next column.
abijah
2009-07-04 04:42:11 +00:00
27503ac4f9
Got rid of the temporary function to determine unit status enums, and switched over to actually querying the database. Eliminated a legend entry for DELETED since no one should ever see a unit like that given that it should be, well, deleted. Modified the legend algorithm slightly to fix the number of rows instead of columns, since the placement algorithm works through the rows before moving to the next column.
abijah
2009-07-04 04:42:11 +00:00
b335378edb
Moved menu items unintended for long term into a 'Debug' section of the sidemenu bar
abijah
2009-07-04 04:13:09 +00:00
f6401c92be
Moved menu items unintended for long term into a 'Debug' section of the sidemenu bar
abijah
2009-07-04 04:13:09 +00:00
3a1fb00527
Added ability to move an existing customer into a vacant unit. Changed out all of the 'amount' fields with 'rent', since it's much more self-explanatory. We still need the ability to add customers and contacts. I'll consider doing this by using the insert row ability of jqGrid.
abijah
2009-07-03 06:53:41 +00:00
d77dcfca75
Added ability to move an existing customer into a vacant unit. Changed out all of the 'amount' fields with 'rent', since it's much more self-explanatory. We still need the ability to add customers and contacts. I'll consider doing this by using the insert row ability of jqGrid.
abijah
2009-07-03 06:53:41 +00:00
6adf7e2358
Added some revisit comments for move-out.
abijah
2009-07-02 20:05:56 +00:00
a796e9e82d
Added some revisit comments for move-out.
abijah
2009-07-02 20:05:56 +00:00
99504c6de5
Finished basic functionality for Move-Out. This still needs some work to handle the security deposit.
abijah
2009-07-02 20:00:50 +00:00
504f1e7cc0
Finished basic functionality for Move-Out. This still needs some work to handle the security deposit.
abijah
2009-07-02 20:00:50 +00:00
e060c16252
Fixed a bug when viewing ledgers (related to the Close change), removed some debug code, added titles to the deposit pages, and fixed a bug with creating new transactions and/or balance transfers for a deposit when there is nothing to deposit.
abijah
2009-07-02 09:33:42 +00:00
591e1db81d
Fixed a bug when viewing ledgers (related to the Close change), removed some debug code, added titles to the deposit pages, and fixed a bug with creating new transactions and/or balance transfers for a deposit when there is nothing to deposit.
abijah
2009-07-02 09:33:42 +00:00
ed673de22f
Added a closes table to the schema, so that we can keep track of daily closes, deposits, etc. Moved into the model an operation to close a set of ledgers and make a deposit.
abijah
2009-07-02 09:19:33 +00:00
1ae1b6a4f3
Added a closes table to the schema, so that we can keep track of daily closes, deposits, etc. Moved into the model an operation to close a set of ledgers and make a deposit.
abijah
2009-07-02 09:19:33 +00:00
dfe61cbc2a
Added ability for callers to control the jqGrid sort order
abijah
2009-07-02 09:16:42 +00:00
021c0626a3
Added ability for callers to control the jqGrid sort order
abijah
2009-07-02 09:16:42 +00:00
b5d7ecc269
Got the bank deposit working well.
abijah
2009-07-02 07:41:18 +00:00
63b2e7360b
Got the bank deposit working well.
abijah
2009-07-02 07:41:18 +00:00
5fa166e881
Added link to quickly reset the site data. This will help external testers as they won't have to worry about screwing up the data. Obviously, this is for debug purposes only and will need to be removed before going live.
abijah
2009-07-02 01:40:32 +00:00
3ad0cc1d20
Added link to quickly reset the site data. This will help external testers as they won't have to worry about screwing up the data. Obviously, this is for debug purposes only and will need to be removed before going live.
abijah
2009-07-02 01:40:32 +00:00
ea1ad4764f
Implemented a bank deposit routine, to transfer funds out of the till and into the bank.
abijah
2009-07-01 11:10:57 +00:00
8d87a0698c
Implemented a bank deposit routine, to transfer funds out of the till and into the bank.
abijah
2009-07-01 11:10:57 +00:00
dfe20e7ef9
Finally, finally... a working version for payment entry. The current schema is working well, and seems to handle our technical needs. However, it does seem to be very confusing with the extra accounts. Nonetheless, it does work and so I'll keep going down this path. This checkin also includes a mechanism to close the books on an account (by closing the underlying ledger) and start a new ledger. One of the decisions worth revisiting is separating out ledger entries that are really part of the same transaction. Without this change, inspecting a transaction results in the transaction total being off by a factor of two, since all money movement is in their twice (once for the expected reason, and again to hit the invoice/receipt ledger).
abijah
2009-07-01 08:17:31 +00:00
44df78e69f
Finally, finally... a working version for payment entry. The current schema is working well, and seems to handle our technical needs. However, it does seem to be very confusing with the extra accounts. Nonetheless, it does work and so I'll keep going down this path. This checkin also includes a mechanism to close the books on an account (by closing the underlying ledger) and start a new ledger. One of the decisions worth revisiting is separating out ledger entries that are really part of the same transaction. Without this change, inspecting a transaction results in the transaction total being off by a factor of two, since all money movement is in their twice (once for the expected reason, and again to hit the invoice/receipt ledger).
abijah
2009-07-01 08:17:31 +00:00
3550bf775c
Merge in the bug fixes made to Linkable, as well as the better logging mechanism.
abijah
2009-06-30 18:11:40 +00:00
707c9a87ef
Merge in the bug fixes made to Linkable, as well as the better logging mechanism.
abijah
2009-06-30 18:11:40 +00:00
5558079dcc
Merge in some desired changes from the statements_20090623 branch
abijah
2009-06-30 18:09:17 +00:00
0558c35ebc
Merge in some desired changes from the statements_20090623 branch
abijah
2009-06-30 18:09:17 +00:00
18e1f4986a
Since Lease.number is a VARCHAR, it doesn't sort well. So I added a hidden column for Lease.id, which sorts better.
abijah
2009-06-30 17:56:32 +00:00
2b2991a13a
Since Lease.number is a VARCHAR, it doesn't sort well. So I added a hidden column for Lease.id, which sorts better.
abijah
2009-06-30 17:56:32 +00:00
4b6da6cffa
I quickly bailed on regressing back to charge/payment, as I don't see it solving the fundamental issues I'm having. In fact, I've decided to push forward with Invoice/Credit accounts, something I'm not fond of, but that at least was working. This checking is just a branch rename to reflect that fact.
abijah
2009-06-30 17:54:54 +00:00
c1aedde374
I quickly bailed on regressing back to charge/payment, as I don't see it solving the fundamental issues I'm having. In fact, I've decided to push forward with Invoice/Credit accounts, something I'm not fond of, but that at least was working. This checking is just a branch rename to reflect that fact.
abijah
2009-06-30 17:54:54 +00:00
0b69e065ae
Major change to invoice/receipt algorithms. The end result shouldn't be visible, but there were significant problems understanding how to reconcile entries and this cleaned things up significantly. There may be some bugs left, but quick tests show it to be working
charge_credit_20090629
abijah
2009-06-30 17:52:43 +00:00
9fea9c79f3
Moving back to the Invoice/Receipt mechanism. Seems to work fairly well, even if it's non-standard.
v0.3_php5.3_support@190
abijah
2009-06-30 04:47:18 +00:00
1c8cc70a28
Moving back to the Invoice/Receipt mechanism. Seems to work fairly well, even if it's non-standard.
abijah
2009-06-30 04:47:18 +00:00
10f71a1fe3
Branch to revert way way back and get down to simple items, even if it's not extensible.
abijah
2009-06-30 01:06:33 +00:00
c6f68861b3
Branch to revert way way back and get down to simple items, even if it's not extensible.
abijah
2009-06-30 01:06:33 +00:00
c9ade62536
Very, very messy and broken. It does work somewhat, but I can see just what a mess it's going to be to carry it out, so I'm abandoning.
reconcile_entry_to_receipt_20090629
abijah
2009-06-30 00:59:09 +00:00
4f0b5ffc28
Branch to work on another possible solution to this mess
abijah
2009-06-30 00:57:11 +00:00
6baa7fa6e6
Nowhere near complete, but must snapshot prior to my Boston trip.
abijah
2009-06-24 17:16:39 +00:00
8cb45ad1d6
Branch for adding the concepts of statements. I suspect I'll end up killing it.
abijah
2009-06-24 17:14:39 +00:00
73eacdbcf2
More changes. I just can't seem to come up with a solution that works that I like. The problem now, without invoice/receipt, is that one check cannot cleanly pay for two units.
v0.3_php5.3_support@187
abijah
2009-06-24 00:33:39 +00:00
ce4fa4131a
More changes. I just can't seem to come up with a solution that works that I like. The problem now, without invoice/receipt, is that one check cannot cleanly pay for two units.
single_AR_20090622
abijah
2009-06-24 00:33:39 +00:00
009ea6b44d
Nowhere near done yet, but checking in a snapshot of semi-working code. There is some simultaneous support for both with and without use of the Invoice/Receipt account. I want to do away with them completely, but will need to change how sitelink payments are mapped (right now, they split a payment into multiple parts to match the charge).
abijah
2009-06-23 19:04:41 +00:00
80f8bd36d5
Nowhere near done yet, but checking in a snapshot of semi-working code. There is some simultaneous support for both with and without use of the Invoice/Receipt account. I want to do away with them completely, but will need to change how sitelink payments are mapped (right now, they split a payment into multiple parts to match the charge).
abijah
2009-06-23 19:04:41 +00:00
7ea002850a
Moving to the standard accounting method of a single Account Receiveable.
abijah
2009-06-22 23:46:03 +00:00
7aa1100cac
Moving to the standard accounting method of a single Account Receiveable.
abijah
2009-06-22 23:46:03 +00:00
b9c1a81c3b
Experiment to allow payments to trace back to the charge, even if the amount crosses several ledgers. I'd really like to go a different direction.
ledger_transactions_20090605
abijah
2009-06-22 23:42:13 +00:00
bd0bbd768d
Prevent grouping of ledger entries by transaction, at least for now.
abijah
2009-06-22 23:40:53 +00:00
de93c7545b
Experiment to group ledger entries by their transaction ID instead of their entry ID.
abijah
2009-06-22 19:03:08 +00:00
20b8908a00
Experiment to group ledger entries by their transaction ID instead of their entry ID.
abijah
2009-06-22 19:03:08 +00:00
e00e10bbb5
Added a balance column to customer. Like lease, since it's based on additional queries for stats, it's not sortable.
abijah
2009-06-22 17:58:13 +00:00
ab51fd32d2
Added a balance column to customer. Like lease, since it's based on additional queries for stats, it's not sortable.
abijah
2009-06-22 17:58:13 +00:00
3953e1dbf3
Added stats summary to the top level for lease. For consistency, I want all stats to be summarized at the top.
abijah
2009-06-22 17:55:32 +00:00
b780ebeb3e
Added stats summary to the top level for lease. For consistency, I want all stats to be summarized at the top.
abijah
2009-06-22 17:55:32 +00:00
788cbde710
Due to the way we're adding in stats for each lease as a separate query, there isn't presently a way to sort by balance. Therefore I've disabled sorting on that column, which can be revisited if we reduce the grid down to a single SQL query.
abijah
2009-06-22 17:46:49 +00:00
117e31af69
Due to the way we're adding in stats for each lease as a separate query, there isn't presently a way to sort by balance. Therefore I've disabled sorting on that column, which can be revisited if we reduce the grid down to a single SQL query.
abijah
2009-06-22 17:46:49 +00:00
4a064df594
Fixed problem with sorting by entries/debits/credits/balance
abijah
2009-06-22 17:43:24 +00:00
28b3f35318
Fixed problem with sorting by entries/debits/credits/balance
abijah
2009-06-22 17:43:24 +00:00
c048d44972
Checking in completely non-working code, as I'm just trying to get a full checkin before the weekend. I cannot yet seem to get the Reconcilation entries to save.
abijah
2009-06-19 16:22:28 +00:00
2b8a525718
Checking in completely non-working code, as I'm just trying to get a full checkin before the weekend. I cannot yet seem to get the Reconcilation entries to save.
abijah
2009-06-19 16:22:28 +00:00
f6d6659d2a
Got rid of the custom paging functions, since it's no longer used, and added a function to convert dates into SQL format. Added a beforeSave callout to Transaction to convert the date before saving.
abijah
2009-06-19 16:21:16 +00:00
dc6e399fea
Got rid of the custom paging functions, since it's no longer used, and added a function to convert dates into SQL format. Added a beforeSave callout to Transaction to convert the date before saving.
abijah
2009-06-19 16:21:16 +00:00
19cee7290f
Fixed a bug that was leaving unreconciled entries in the list of reconciled entries.
abijah
2009-06-19 16:19:18 +00:00
1508f963d3
Fixed a bug that was leaving unreconciled entries in the list of reconciled entries.
abijah
2009-06-19 16:19:18 +00:00
3c067f6586
While working on payments, commented out the form reset stuff so I don't have to keep reentering the data with every post. Also, changed the customer ID to be passed outside of 'Customer', which appears to cake as a model that needs to be updated. Finally, added a bogus parameter, until I can figure out why the Model::set() function fails to recognize model fields if the first item in the model array is another Model. This bogus field just ensures Model::set uses all the fields, and bogus is ultimately ignored since it's not a member of LedgerEntry.
abijah
2009-06-19 16:17:14 +00:00
3270ad9bf0
While working on payments, commented out the form reset stuff so I don't have to keep reentering the data with every post. Also, changed the customer ID to be passed outside of 'Customer', which appears to cake as a model that needs to be updated. Finally, added a bogus parameter, until I can figure out why the Model::set() function fails to recognize model fields if the first item in the model array is another Model. This bogus field just ensures Model::set uses all the fields, and bogus is ultimately ignored since it's not a member of LedgerEntry.
abijah
2009-06-19 16:17:14 +00:00
f7bcfef665
Added a ledger listing to the Lease view page, which was otherwise quite empty.
abijah
2009-06-18 04:19:17 +00:00
febd216810
Added a ledger listing to the Lease view page, which was otherwise quite empty.
abijah
2009-06-18 04:19:17 +00:00
d06f34de9a
Modified Transaction view to use jqGrid for entries. Also fixed a bug in the ledger entries element, since there is no way for credit/debit to be populated without a ledger_id, it makes sense to base the column displays on the presence of ledger_id.
abijah
2009-06-18 04:07:52 +00:00
c8b781804a
Modified Transaction view to use jqGrid for entries. Also fixed a bug in the ledger entries element, since there is no way for credit/debit to be populated without a ledger_id, it makes sense to base the column displays on the presence of ledger_id.
abijah
2009-06-18 04:07:52 +00:00
d5388e7767
Although I'm not too happy with the modifications, I do have a working version that minimizes the columns need to display ledger entries. The logic feels screwy to me, but I've beat my head on it long enough. I'll move on to something else and come back to it when my head clears.
abijah
2009-06-18 03:57:43 +00:00
3e5ac64108
Although I'm not too happy with the modifications, I do have a working version that minimizes the columns need to display ledger entries. The logic feels screwy to me, but I've beat my head on it long enough. I'll move on to something else and come back to it when my head clears.
abijah
2009-06-18 03:57:43 +00:00
5a88f29600
Modified to prevent stepping on the user's action if already set.
abijah
2009-06-18 03:45:43 +00:00
9b6830468e
Modified to prevent stepping on the user's action if already set.
abijah
2009-06-18 03:45:43 +00:00
8dd64f60bc
Fixed a confusion over the usage of the 'opposite' function, which was converting, for example, from 'ASSET' to 'credit'. However, it seemed like it could be used to convert from 'debit' to 'credit', but it didn't work that way. So, I modified it to do so, and made things a bit more robust by making the comparisons case insensitive.
abijah
2009-06-18 03:43:05 +00:00
063aec6c3c
Fixed a confusion over the usage of the 'opposite' function, which was converting, for example, from 'ASSET' to 'credit'. However, it seemed like it could be used to convert from 'debit' to 'credit', but it didn't work that way. So, I modified it to do so, and made things a bit more robust by making the comparisons case insensitive.
abijah
2009-06-18 03:43:05 +00:00
de2319e93d
Further progress on payment entries. There is an outstanding charges grid, but it doesn't have amounts due to the way I designed the ledger_entries element. I'll do a bit of rework on that next.
abijah
2009-06-18 00:49:40 +00:00
a2ae522b2d
Further progress on payment entries. There is an outstanding charges grid, but it doesn't have amounts due to the way I designed the ledger_entries element. I'll do a bit of rework on that next.
abijah
2009-06-18 00:49:40 +00:00
1fbc452581
Changed the unreconciled transaction list to always include 'debit' or 'credit', even if the user specifically requests one or the other. Handling it as a special case everywhere was bothering me.
abijah
2009-06-17 19:12:22 +00:00
ba218fbeeb
Changed the unreconciled transaction list to always include 'debit' or 'credit', even if the user specifically requests one or the other. Handling it as a special case everywhere was bothering me.
abijah
2009-06-17 19:12:22 +00:00
65acd0e181
Added routines to reconcile a new ledger entry against unreconciled entries. I haven't tested it robustly, but it seems to work on the surface at least.
abijah
2009-06-17 18:40:39 +00:00
2e67695154
Added routines to reconcile a new ledger entry against unreconciled entries. I haven't tested it robustly, but it seems to work on the surface at least.
abijah
2009-06-17 18:40:39 +00:00
f5bb9bac83
Stopped the debug output when dynamically adding a div
abijah
2009-06-17 18:39:12 +00:00
a136fd5313
Stopped the debug output when dynamically adding a div
abijah
2009-06-17 18:39:12 +00:00
45ae013e99
Removed remnants of the Containable behavior (which we've already put into the application model. Modified the account model to look for all unreconciled transactions, not just those from the current ledger. Added a mechanism to find unreconciled transactions up the chain, including lease and customer.
abijah
2009-06-17 09:00:38 +00:00
1e3774cad6
Removed remnants of the Containable behavior (which we've already put into the application model. Modified the account model to look for all unreconciled transactions, not just those from the current ledger. Added a mechanism to find unreconciled transactions up the chain, including lease and customer.
abijah
2009-06-17 09:00:38 +00:00
abijah