abijah 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. ...

git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@238 97e9348a-65ac-dc4b-aefc-98561f571b83

2009-07-07 01:29:03 +00:00

..

behaviors

Merge in the bug fixes made to Linkable, as well as the better logging mechanism.

2009-06-30 18:11:40 +00:00

account.php

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.

2009-07-06 18:34:44 +00:00

close.php

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.

2009-07-02 09:19:33 +00:00

contact_address.php

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.

2009-07-05 23:43:35 +00:00

contact_email.php

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.

2009-07-05 20:01:06 +00:00

contact_phone.php

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.

2009-07-05 23:43:35 +00:00

contact.php

Moved the contact save logic into the model and out of the controller.

2009-07-06 17:25:05 +00:00

contacts_customer.php

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.

2009-07-06 02:06:23 +00:00

contacts_method.php

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.

2009-07-05 23:43:35 +00:00

customer.php

Moved the contact save logic into the model and out of the controller.

2009-07-06 17:25:05 +00:00

lease_type.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

lease.php

Moved date formatting fully into the AppModel, automatically determining the necessary fields from the schema.

2009-07-06 22:23:40 +00:00

ledger_entry.php

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).

2009-07-01 08:17:31 +00:00

ledger.php

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.

2009-07-03 06:53:41 +00:00

map.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

maps_unit.php

Added more models

2009-05-28 09:27:29 +00:00

monetary_source.php

Added monetary source into the ledger entry lists. This may be more information than is needed on the listing, but I'll take it out later if so.

2009-06-15 21:52:38 +00:00

monetary_type.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

reconciliation.php

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).

2009-07-01 08:17:31 +00:00

site_area.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

site.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

transaction.php

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.

2009-07-07 01:29:03 +00:00

unit_size.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

unit_type.php

Significant changes to work with the new account/ledger structure. Removed much of the auto-generated model association code. Added helper functions into the models to perform model related work, such as model 'stats' (a bad name for a function to return a summary of pertinent financial information from a given model instance). There is a ton of cleanup to do, but first I want to get it all captured.

2009-06-10 02:41:23 +00:00

unit.php

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.

2009-07-04 04:42:11 +00:00