96c499786c
Finally have a (slightly kludgy) fix for keeping the 'collected' grid from being rendered before ready.
abijah
2009-08-11 07:24:52 +00:00
9fe55bd782
Fixed bug with display on the bank deposit page, caused by reusing a class name in the edit tender page.
abijah
2009-08-11 07:21:34 +00:00
52e0181bfb
Fixed bug with display on the bank deposit page, caused by reusing a class name in the edit tender page.
abijah
2009-08-11 07:21:34 +00:00
f8cb1e2ef7
Added ability to rename columns on a case by case basis
abijah
2009-08-11 07:15:04 +00:00
b65c5c1dbf
Added ability to rename columns on a case by case basis
abijah
2009-08-11 07:15:04 +00:00
cbdce4f166
Added the gridview parameter, since we're not doing anything too complicated with grids. Updated the jqGrid css, some of which is just not longer needed, and some of which is broken by the move to jqGrid 3.5
jqgrid_3.5
abijah
2009-08-11 07:08:54 +00:00
e9b9bdc420
Preliminary move to jqGrid 3.5.1. It has proven troublesome to change over, although really, I've only found one compatibility break so far. The real problem has been the elimination of the jqGrid loader code. We now have to build the jqGrid package through a selection form on the jqGrid download page, and the errors made it difficult to determine that the package configuration was the problem (such as destroying the entire page content). It's working alright at the moment.
abijah
2009-08-11 04:43:33 +00:00
704412727d
Branch to roll up to the 3.5 version of jqGrid
abijah
2009-08-11 04:11:45 +00:00
baa737e628
Changed invoice generation to match the receipt changes in r521 (no more debug, transition to the lease after entry, etc).
abijah
2009-08-11 01:08:39 +00:00
72af3f3247
Changed invoice generation to match the receipt changes in r521 (no more debug, transition to the lease after entry, etc).
abijah
2009-08-11 01:08:39 +00:00
aa307150c8
Whitespace only change
abijah
2009-08-11 01:07:20 +00:00
f0693bdc05
Whitespace only change
abijah
2009-08-11 01:07:20 +00:00
0727d5f091
Fixed problem when effective_date is an empty string, as opposed to completely missing.
abijah
2009-08-11 01:07:01 +00:00
15f885ab8a
Fixed problem when effective_date is an empty string, as opposed to completely missing.
abijah
2009-08-11 01:07:01 +00:00
aa65c18c39
Renamed the menu items for invoice and receipt creation.
abijah
2009-08-11 01:06:28 +00:00
b1a7f41934
Renamed the menu items for invoice and receipt creation.
abijah
2009-08-11 01:06:28 +00:00
666df07a7c
Removed the debug portions of receipt entry, and added a checkbox to allow the user to either keep entering receipts, or have the page automatically transition to the customer page.
abijah
2009-08-10 23:57:20 +00:00
4f11e27a76
Removed the debug portions of receipt entry, and added a checkbox to allow the user to either keep entering receipts, or have the page automatically transition to the customer page.
abijah
2009-08-10 23:57:20 +00:00
452deb981f
Missed adding this file on the last checkin (r519)
abijah
2009-08-10 22:24:23 +00:00
f8aef6e794
Missed adding this file on the last checkin (r519)
abijah
2009-08-10 22:24:23 +00:00
29f6d1a717
Added the ability to edit a tender. I've locked this down to just editing the data1-4 fields at the moment, since there are accounting ramifications if we were to change the tender type.
abijah
2009-08-10 22:23:47 +00:00
e100c9a88f
Added the ability to edit a tender. I've locked this down to just editing the data1-4 fields at the moment, since there are accounting ramifications if we were to change the tender type.
abijah
2009-08-10 22:23:47 +00:00
025c3a555a
Added automatic grid reload, since the default grid load is inconsistent with the displayed settings. The solution here sucks, but at least it avoids the inconsistency.
abijah
2009-08-10 22:22:56 +00:00
1ce71a3936
Added automatic grid reload, since the default grid load is inconsistent with the displayed settings. The solution here sucks, but at least it avoids the inconsistency.
abijah
2009-08-10 22:22:56 +00:00
467387a581
Removed the two dangerous links from the Debug menu, as we're preparing to enter new data and don't want to zap it.
abijah
2009-08-10 19:20:29 +00:00
19f8c18ce9
Removed the two dangerous links from the Debug menu, as we're preparing to enter new data and don't want to zap it.
abijah
2009-08-10 19:20:29 +00:00
acb8fb44be
Added the ability to accept payments (or a write-off) on a closed lease, if there is a balance owing. Added the ability to do write off bad debt at the customer level, since some charges may not be on a lease, like the NSF fee.
abijah
2009-08-10 19:01:20 +00:00
eb28852b87
Added the ability to accept payments (or a write-off) on a closed lease, if there is a balance owing. Added the ability to do write off bad debt at the customer level, since some charges may not be on a lease, like the NSF fee.
abijah
2009-08-10 19:01:20 +00:00
fea21b3ea0
Added the close date to the leases grid, to make it clear which customer leases are still open. Perhaps we should exclude the field by default, and just add it into the customer view page.
abijah
2009-08-10 19:00:02 +00:00
98f3dd7688
Added the close date to the leases grid, to make it clear which customer leases are still open. Perhaps we should exclude the field by default, and just add it into the customer view page.
abijah
2009-08-10 19:00:02 +00:00
3a248fc1b4
Added Bad Debt as one of the accounts for the collected report
abijah
2009-08-10 18:58:41 +00:00
c33a823e50
Added Bad Debt as one of the accounts for the collected report
abijah
2009-08-10 18:58:41 +00:00
d49201211b
Added confirmation to the NSF functionality, as well as a timestamp field instead of forcing time=now.
abijah
2009-08-10 05:49:43 +00:00
1f97e8db35
Added confirmation to the NSF functionality, as well as a timestamp field instead of forcing time=now.
abijah
2009-08-10 05:49:43 +00:00
4358732878
Changed the Deposits menu item to be at the top level, instead of underneath the Accounts menu.
abijah
2009-08-10 05:48:49 +00:00
76df8c924f
Changed the Deposits menu item to be at the top level, instead of underneath the Accounts menu.
abijah
2009-08-10 05:48:49 +00:00
fdcdc94bec
Modified NSF to use positive amounts for the ledger entries (swapping credit/debit, of course). The statement entries remain using negative amounts, as they are negative disbursements.
abijah
2009-08-10 04:46:54 +00:00
598ce5784b
Modified NSF to use positive amounts for the ledger entries (swapping credit/debit, of course). The statement entries remain using negative amounts, as they are negative disbursements.
abijah
2009-08-10 04:46:54 +00:00
9a3a24ca0c
Preventing moved-out leases in sitelink data from being closed, since the security deposit hasn't been released. Added a temporary function to release the deposit, so I can manually release and close the few leases needed.
abijah
2009-08-10 01:27:12 +00:00
cdb7d4b15c
Preventing moved-out leases in sitelink data from being closed, since the security deposit hasn't been released. Added a temporary function to release the deposit, so I can manually release and close the few leases needed.
abijah
2009-08-10 01:27:12 +00:00
35f17ed1de
Added customer since/until fields. Changed the ledger entry grid on the customers page into a receipts grid, and added it to the lease page as well, even though it is for the customer in general, and may include receipts for leases other than the one being viewed. I may put more effort into this later, but for now it solves the problem of getting the receipt tenders visible when viewing the lease.
abijah
2009-08-10 00:56:41 +00:00
07a2be05f7
Added customer since/until fields. Changed the ledger entry grid on the customers page into a receipts grid, and added it to the lease page as well, even though it is for the customer in general, and may include receipts for leases other than the one being viewed. I may put more effort into this later, but for now it solves the problem of getting the receipt tenders visible when viewing the lease.
abijah
2009-08-10 00:56:41 +00:00
bc95b31521
Added transaction model writeOff function, and a new statement_entry WRITEOFF type. Not a big deal, but it makes presentation a bit more straightforward.
abijah
2009-08-09 15:11:51 +00:00
fd1a1f43d4
Added transaction model writeOff function, and a new statement_entry WRITEOFF type. Not a big deal, but it makes presentation a bit more straightforward.
abijah
2009-08-09 15:11:51 +00:00
bd26ec7218
Added mechanism to automatically assess late fees. This uses hardcoded assumptions, since our late fee table has not yet been implemented.
abijah
2009-08-08 16:37:12 +00:00
2e2147b238
Added mechanism to automatically assess late fees. This uses hardcoded assumptions, since our late fee table has not yet been implemented.
abijah
2009-08-08 16:37:12 +00:00
8df94e9c5f
Implemented a single function to assess rent across all leases.
abijah
2009-08-08 16:09:49 +00:00
a0c00f1a35
Implemented a single function to assess rent across all leases.
abijah
2009-08-08 16:09:49 +00:00
6f62d84818
Implemented mechanism for automatic assessment of monthly rent
abijah
2009-08-08 15:44:52 +00:00
868e23b982
Implemented mechanism for automatic assessment of monthly rent
abijah
2009-08-08 15:44:52 +00:00
b02a504abb
Add refund capability to the customer, and in fact only the customer, as we've revoked refund capability from the lease. This is to help work through various issues surrounding use of security deposits and general refund functionality. For example, a customer who has overpayed (customer surplus, with zero balance on lease), and then moves out. Where that security deposit surplus goes has been a bit of a thorn. Hopefully, this resolves the issue, although there may still be some bugs to flush out.
abijah
2009-08-08 04:27:02 +00:00
e6b0313523
Add refund capability to the customer, and in fact only the customer, as we've revoked refund capability from the lease. This is to help work through various issues surrounding use of security deposits and general refund functionality. For example, a customer who has overpayed (customer surplus, with zero balance on lease), and then moves out. Where that security deposit surplus goes has been a bit of a thorn. Hopefully, this resolves the issue, although there may still be some bugs to flush out.
abijah
2009-08-08 04:27:02 +00:00
bba3af8163
Some of the finer detail work, mostly around pre-populating the move-in invoice with useful and correct data, and allowing the lease rent and deposit to be set at movein.
abijah
2009-08-07 22:52:01 +00:00
654eb0960e
Some of the finer detail work, mostly around pre-populating the move-in invoice with useful and correct data, and allowing the lease rent and deposit to be set at movein.
abijah
2009-08-07 22:52:01 +00:00
011d1208e8
Initial thoughts on the charge reversal. It's obviously not working yet, or I wouldn't leave it hanging on a branch.
alt_reversal_20090806
abijah
2009-08-07 04:20:20 +00:00
9dd09c4d2e
Branch created to save some changes/thoughts on charge reversals. As of branch creation, we're just deleting the current disbursements on the charge, and deletion is never good, since we lose information by definition. For example, the collected rents report will be adversely affected. So, we need to figure out how to keep the disbursement, and yet still have everything work out correctly. That work will be started on this branch.
abijah
2009-08-07 04:18:13 +00:00
16f7de421f
Minor tweaks, a shame for checkin r500 :-(
abijah
2009-08-07 03:55:01 +00:00
2e36d46329
Minor tweaks, a shame for checkin r500 :-(
abijah
2009-08-07 03:55:01 +00:00
c3e60a65c1
More work with security deposits, reversals, and balances. I've tried to work many different corner cases, but know that not everything has been tested. I think the next steps for testing will be to put in some real data.
abijah
2009-08-07 00:10:28 +00:00
1dd0b14861
More work with security deposits, reversals, and balances. I've tried to work many different corner cases, but know that not everything has been tested. I think the next steps for testing will be to put in some real data.
abijah
2009-08-07 00:10:28 +00:00
f900853163
Added in internal error function, since the die() statements were hard to spot, and certainly not user friendly for the end user.
abijah
2009-08-06 20:17:02 +00:00
d75cd10f49
Added in internal error function, since the die() statements were hard to spot, and certainly not user friendly for the end user.
abijah
2009-08-06 20:17:02 +00:00
0de0c7d5d7
Fixed the button text for new customers
abijah
2009-08-06 18:08:55 +00:00
a69a56c715
Fixed the button text for new customers
abijah
2009-08-06 18:08:55 +00:00
a2aa612a5e
Fixed the customer selection update for receipts, and added a mechanism to automatically update the oustanding charges grid after entering the receipt.
abijah
2009-08-06 18:08:21 +00:00
8f7cf202e5
Fixed the customer selection update for receipts, and added a mechanism to automatically update the oustanding charges grid after entering the receipt.
abijah
2009-08-06 18:08:21 +00:00
b900e49f54
Added mechanism to do a full replacement of specified post parameters, instead of just merging.
abijah
2009-08-06 18:06:57 +00:00
58c4f28956
Added mechanism to do a full replacement of specified post parameters, instead of just merging.
abijah
2009-08-06 18:06:57 +00:00
ad4e194bf9
Added ability to edit a unit, except for sort/walk order. To handle those things we'll need to: save unit's old sort/walk position; adjust down (by one) all unit positions greater than the old position; adjust up (by one) all unit positions greater than or equal to the new unit position; update the unit's position. I'm not going to worry about it right now.
abijah
2009-08-06 09:27:09 +00:00
f3eaa40ea5
Added ability to edit a unit, except for sort/walk order. To handle those things we'll need to: save unit's old sort/walk position; adjust down (by one) all unit positions greater than the old position; adjust up (by one) all unit positions greater than or equal to the new unit position; update the unit's position. I'm not going to worry about it right now.
abijah
2009-08-06 09:27:09 +00:00
a5e7366cac
Implemented refund, at least for the most part. Minor testing, but looks promising. Because of this change the customer account entries grid appears odd, with a refunds showing up as a 'Charge'. So, I'm toying with the idea of having entries show up as customer 'Debits' and 'Credits'. I don't know if this will cause user confusion, but we'll play with it for a while and see. It actually reminds me a bit (coming full circle) of the earliest implementations, which kept track of a lease on its own account/ledger, in which credit/debit would be the exact correct terms.
abijah
2009-08-06 05:11:58 +00:00
e784931fa8
Implemented refund, at least for the most part. Minor testing, but looks promising. Because of this change the customer account entries grid appears odd, with a refunds showing up as a 'Charge'. So, I'm toying with the idea of having entries show up as customer 'Debits' and 'Credits'. I don't know if this will cause user confusion, but we'll play with it for a while and see. It actually reminds me a bit (coming full circle) of the earliest implementations, which kept track of a lease on its own account/ledger, in which credit/debit would be the exact correct terms.
abijah
2009-08-06 05:11:58 +00:00
bd85ce9f51
Added ability to format currency without a dollar sign (i.e. in raw numerical format).
abijah
2009-08-06 05:04:34 +00:00
5a7b087ddc
Added ability to format currency without a dollar sign (i.e. in raw numerical format).
abijah
2009-08-06 05:04:34 +00:00
c58183c965
More work on refund. I'm going to skip the whole voucher/credit_note bit and simply present a page that lets the user enter a date, an account, and the amount to refund, recording 1 payment transaction.
abijah
2009-08-06 02:52:45 +00:00
4d62d7da73
More work on refund. I'm going to skip the whole voucher/credit_note bit and simply present a page that lets the user enter a date, an account, and the amount to refund, recording 1 payment transaction.
abijah
2009-08-06 02:52:45 +00:00
adc901b7e7
Several changes in an effort to support charge reversals. I can't imagine this is all working flawlessly, as I'm not quite sure how it even _should_ work.
abijah
2009-08-05 07:54:57 +00:00
cca698d437
Several changes in an effort to support charge reversals. I can't imagine this is all working flawlessly, as I'm not quite sure how it even _should_ work.
abijah
2009-08-05 07:54:57 +00:00
a84655bcb7
Modified to use toggle for 'this' debug pr block, instead of independent show/hide
abijah
2009-08-05 02:59:09 +00:00
5247bb8db6
Modified to use toggle for 'this' debug pr block, instead of independent show/hide
abijah
2009-08-05 02:59:09 +00:00
6a7a784cb6
Discovered that the use of the term 'Payment' has been a misnomer. A company uses the term payment to indicate the monies it pays to _others_. Changing this leaves us without a good replacement term, but disbursement really seems to fit the bill. As comfortable as the term payment was, it was odd in many respects and disbursement does seem more appropriate. I'm sure there are several lingering bugs from this massive search/replace exercise, but this is a decent baseline for the change.
abijah
2009-08-05 01:00:09 +00:00
cb969ba340
Discovered that the use of the term 'Payment' has been a misnomer. A company uses the term payment to indicate the monies it pays to _others_. Changing this leaves us without a good replacement term, but disbursement really seems to fit the bill. As comfortable as the term payment was, it was odd in many respects and disbursement does seem more appropriate. I'm sure there are several lingering bugs from this massive search/replace exercise, but this is a decent baseline for the change.
abijah
2009-08-05 01:00:09 +00:00
7c9637ae35
Added a more descriptive fieldname for statement entry views. Instead of Transaction, it will be Receipt, Invoice, Deposit, etc.
abijah
2009-08-05 00:06:46 +00:00
094e15ddf9
Added a more descriptive fieldname for statement entry views. Instead of Transaction, it will be Receipt, Invoice, Deposit, etc.
abijah
2009-08-05 00:06:46 +00:00
5d934f756f
Brought the bad debt write-off functionality up to date. I'm not entirely convinced that calling it a receipt is such a good idea, but bad debt is certainly a non-normal case, and we can work on this later if need be.
abijah
2009-08-04 23:25:31 +00:00
670f0894ea
Brought the bad debt write-off functionality up to date. I'm not entirely convinced that calling it a receipt is such a good idea, but bad debt is certainly a non-normal case, and we can work on this later if need be.
abijah
2009-08-04 23:25:31 +00:00
6904320e4e
Modified lease and customer views to have the statement & ledger entries sorted in descending date order by default. May not prefer this in the end, but we'll give it a go for a while.
abijah
2009-08-04 22:12:32 +00:00
9e20473b3b
Modified lease and customer views to have the statement & ledger entries sorted in descending date order by default. May not prefer this in the end, but we'll give it a go for a while.
abijah
2009-08-04 22:12:32 +00:00
17297beb65
Undid the change from r401, since it wasn't being used and was interferring with the specification of sort_column. If we really want that functionality, we can add it in when needed and come up with a more general solution for view specific sorting as well.
abijah
2009-08-04 22:09:18 +00:00
11d5deac85
Undid the change from r401, since it wasn't being used and was interferring with the specification of sort_column. If we really want that functionality, we can add it in when needed and come up with a more general solution for view specific sorting as well.
abijah
2009-08-04 22:09:18 +00:00
e0ea50d142
Fixed bug when marking NSF of a tender that has only been used as a surplus and never applied to any charges. Modified the applyCredits algorithm to try and distinguish between surplus credits of a lease and general customer surplus. I don't know if it works completely, but I do know it creates an issue since a lease surplus can now never be utilized without additional lease charges, a refund (no yet implemented), or moving the surplus to the customer level (not intended to be implemented).
abijah
2009-08-04 21:19:20 +00:00
67280c89e7
Fixed bug when marking NSF of a tender that has only been used as a surplus and never applied to any charges. Modified the applyCredits algorithm to try and distinguish between surplus credits of a lease and general customer surplus. I don't know if it works completely, but I do know it creates an issue since a lease surplus can now never be utilized without additional lease charges, a refund (no yet implemented), or moving the surplus to the customer level (not intended to be implemented).
abijah
2009-08-04 21:19:20 +00:00
81b5bfed26
Made the link clearer that we'll only be waiving the balance of a charge, not the entire charge.
abijah
2009-08-04 20:26:33 +00:00
1afed6a6e0
Made the link clearer that we'll only be waiving the balance of a charge, not the entire charge.
abijah
2009-08-04 20:26:33 +00:00
2ddcdf9419
Even with all the effort put into getting the counts right on the customers grid, it still didn't work right. The root of the problem is the join to CurrentLease, which can result in multiple rows for the same customer. I can revisit this in the future to put some clever solution back in, but in the meantime, it was easiest just to add fields to the customers table, and simply update it whenever the customer lease situation changes. I don't like it... but it just made life much simpler.
abijah
2009-08-04 19:25:39 +00:00
0ff91bf4d8
Even with all the effort put into getting the counts right on the customers grid, it still didn't work right. The root of the problem is the join to CurrentLease, which can result in multiple rows for the same customer. I can revisit this in the future to put some clever solution back in, but in the meantime, it was easiest just to add fields to the customers table, and simply update it whenever the customer lease situation changes. I don't like it... but it just made life much simpler.
abijah
2009-08-04 19:25:39 +00:00
e0d15b7396
More work cleaning up and testing the use of charge waivers, as well as security deposit utilizations. Much of this was just around the concept of determining balances, which wasn't / isn't very straightforward. It's not hard to calculate a balance for a particular sitation, but it is difficult to generalize. I think it's reasonable as it now stands, but the StatementEntry::stats algorithm is certainly subject to change. Also, I didn't double check every case which called the stats() function, so I highly suspect we'll find cases where the code is not expecting the new return values, either symantically or logically.
abijah
2009-08-04 03:12:09 +00:00
4d4e96fe1c
More work cleaning up and testing the use of charge waivers, as well as security deposit utilizations. Much of this was just around the concept of determining balances, which wasn't / isn't very straightforward. It's not hard to calculate a balance for a particular sitation, but it is difficult to generalize. I think it's reasonable as it now stands, but the StatementEntry::stats algorithm is certainly subject to change. Also, I didn't double check every case which called the stats() function, so I highly suspect we'll find cases where the code is not expecting the new return values, either symantically or logically.
abijah
2009-08-04 03:12:09 +00:00
aa846de284
Continued waiver progress. At the moment, it works ok, but I don't like the way that security deposit balances work. It's probably a general issue, not just security deposits, but it's not clear whether stats from StatementEntry should be subtracting waiver totals from the overall charge reconciliation total. It should in some cases, and not in others. I'll tweak on it in later checkins.
abijah
2009-08-03 21:50:21 +00:00
32a98b4b6e
Continued waiver progress. At the moment, it works ok, but I don't like the way that security deposit balances work. It's probably a general issue, not just security deposits, but it's not clear whether stats from StatementEntry should be subtracting waiver totals from the overall charge reconciliation total. It should in some cases, and not in others. I'll tweak on it in later checkins.
abijah
2009-08-03 21:50:21 +00:00
abijah