Meeting with Russell. Created a new branch and then started to work on building out pieces of the puzzle. We are planning on building out a new graphical homepage for invoices. It will have different graphs, search options, compare options, and a list of the last few invoices (say something like last 15 invoices). If they, our users, want anything else, we'll just allow them to link to a different page and go from there.

More copy and pasting of tax table data and look-up values. Did all of the main pay frequencies such as daily, weekly, biweekly, semimonthly, monthly, quarterly, semiannually, and annually. Pushed up new changes and ran updates on all servers.

Emails and then looking into payroll and federal withholding numbers for 2025. Added a pay frequency id filter back to the federal withholdings look-ups. Working on the federal withholdings for each pay frequency (data from the pub-15 - federal tax tables).

Recording notes from yesterday and today (3/17/25 to 3/18/25). Trying to stay caught up.

Meeting with Bryan to go over his new stuff for flex attributes for quotes and invoices. This also includes some new cart based code to help things pass back and forth through the shopping cart pieces. Currently, this new code is only done or existing in the classic cart, but just trying to make some steps going forward. We will expand it out to the other shopping carts later on. We spent most of the session doing a code review and making some small changes. Bryan is going to work on some of the merge conflicts and we will get back together to push it all the way up into the master branch.

Working with Shannon. Spent the whole session going over the efficiency and productivity section. Tons of new ideas and notes (brainstorming session). We are working on content for the presentation gallery. See attached for our new notes. The efficiency and productivity section is section 3 in the document.

Quick backend data flip flop for Sean and the New Mexico soccer league. Changing out some barcodes. Pushed up some code and updated and ran the update. Flipped about 1,700 items. Light tech support.

Phone call with Steve to talk about updates and needs. Light prep work for a quick backend switch for Sean and the New Mexico folks (soccer club).

Meeting with Chris Williams, a business broker, from here in the Logan area. We met the other day at the BNI meeting, in town. I drove in and we met at his office and just got to know each other a bit. We had some fun conversations, talked a little shop, and he said that he is willing to help us out with a business valuation or sorts (what is our business worth). I also asked him if he would be willing to help teach and coach us along through some of the different processes. Pretty open ended, just starting some things out.

Meeting with Bryan. Trying to find some old notes on where we are at on the cart (invoice and quote) flex attribute stuff. We found a few things and I passed them over to Bryan via chat messages. We then got into how to revamp and reuse pieces from elements of time to do what ActionStrategy needs (outside company that Bryan's brother owns). Just being silly, but lots of pirate level lessons... By pirate, I mean, commandeering things, using what we have to make other things, being creative, changing settings, little bits of custom code (either actual or we could show them where we would use it), etc. We had fun talking about things like use this, don't use that, maybe try this, etc. Fun session.

Emails and recording notes from last week.

Working with Hamid on some PDF documents. These are forms for his wife's business. We took the PDF form and started working on it in Adobe Acrobat and adding in form fields over the top of the existing PDF document. At one point, we jumped into the data 39 box and were talking about data usage and such. We were looking at some of the data and how we got it. At some future point, we would love to see it breaking down details and looking for insights, even more than it already does. Super detailed data.

Phone call with Steve. Going over some updates and plans. Talking about clients, their needs, and what we are planning to do to fill those needs.

Going over brochures and contacts from the BNI meeting. Checking out a few websites and texting back and forth with different people. I have two meetings setup for next week and the week after. Trying to get out of the office a bit more.

Networking meeting with the BNI. Took Bryan Dayton, Jonathan Dayton, and met up with Brian Mowris there at the BNI event. Talking with people and handing out business cards. After the meeting, all four of us went out to lunch together.

Meeting with Bryan Dayton and his brother Charles Dayton. Charles owns a company called ActionStrategy and they do consulting, project management, and planning for companies. We looked at his software and what it does. We then had some fun conversations about how it might look if we merged both companies together to offer more options and features for their/our users. Lot of fun, just playing around with ideas.

We, Bryan and I, then gave Charles a fun mini demo of adilas and how we use it and have used it. We put a bunch of links through the chat window for him to look at. see list below.

https://data0.adilas.biz/top_secret/help.cfm?id=381&pwd=time - elements of time - general

https://data0.adilas.biz/top_secret/help.cfm?id=383&pwd=template - time templates

https://data0.adilas.biz/top_secret/help.cfm?id=391&pwd=sub - subs of time

https://news.adilas.biz/sales-gallery/bf-calendar.html - calendar and scheduling overview

https://news.adilas.biz/sales-gallery/cc-vision.html - where are we headed

https://data0.adilas.biz/top_secret/help.cfm?id=323&pwd=flex - flex grid options - custom out of the box

Towards the end, we did a small mini consulting session with Charles. He was telling us what he has and what would be required. We took some notes and then showed him how we could do that inside of adilas. Lots of talking and drawing and even jumping into certain parts of the system to show him what the existing interface looks like. Fun little brainstorming session.

Meeting with Russell. Doing some prep work on an older mock-up for a new invoice homepage that Russell had done, years ago. Dusting off the page and lightly revamping some of the mock-up in Adobe XD. Our goal is to make a page that has data, graphs, and uses Ajax and jQuery to run on a single page without any page refreshes. Should be a fun project. Lots of experimenting and decision making, all in Adobe XD vs coding it out. Good stuff.

Recording notes from yesterday. Phone call with Cory to go over projects, priorities, and plans.

Email with some instructions for josh and how to access the Knox report (link to a small 7 minute video on the Knox report). Recording notes from this morning. Then working on the quick cart line discount stuff for touch screens and the mini scan cart.

Started to build out the first round of new price and discount settings. Got into a number of YF tech support things. Some texts back and forth and then some small phone calls and emails. Just trying to help.

Phone call with Bryan to go over some bank automation and pulling in data through an API (plaid) for catching bank activity (expenses and deposits). Going over thoughts and ideas and possible steps.

Clean-up and pushing up some force page refreshes for the mini cart display and the mini scan cart.

Going over some of the AI results for the desired outcomes section (we did this last week). We started out in the achieve your dreams section. We had numerous conversation junctions about all kinds of topics... They are all related and deal with systems (generally speaking or systems thinking). We talked a little bit about MCP's - model context protocol (like hands and feet for AI models - whereas AI by itself is just like a big brain). We talked about how the web hyperlink really opened up the worldwide web and allowed for resources to be connected based on links, clicks, and buttons.

According to what we are seeing, it looks like the MCP's (model context protocol) could be similar and allow vast LLM (large language models - aka AI models) to be interconnected. Similar to the hyperlink but on a bigger model or database or API driven data level. It could be big. Anyways, small talks about data, systems, and how everything needs to work together.

As we were talking, we got into world building and how getting into the know (next level in our outline) plays in. We talked a ton about the value of the concepts and how everyone somewhat needs to flow through that area. Regardless of your tooling and code set, everyone tends to follow some of the same underlying concepts and principles. That is really cool. We have spent a ton of time looking into and pioneering some of those concepts. That makes it kinda fun. We used the teaching photo gallery and talked about a bunch of the concepts and images in the gallery.

As we keep building and pushing on things, it seems like the flavor starts to come out (over time). Shannon was saying, it seems slow at the start and then it starts to take on a flavor of its own and starts to speed up. Another fun topic of the day was - why we keep and shoot for ideals, yet we know that things get crazy and most people aren't at or can't hit the perfect ideals. Lots of good fun conversations about that and other life lessons and topics.

See attached for our working document. Still in brainstorming mode and we've only worked on the first 2 out of 12 main desired outcome topics. More to come later, next session.

Back on the quick line discount feature. Playing with popup modals and passing dynamic data back and forth. Doing small little test options.

Looking into a new cart feature to help with quick line level discounts and price changes. sat down and tried to do some planning (pen and paper stuff). Going over ideas and requirements.

Fixing some user timecards for a corporation. Had to login and look up some data and force a user to an inactive status. They had created a duplicate user and then had altered the time clock and department settings to point to the wrong one. I had to go in the backdoor and unravel it a bit. All is well and working normally again.

Paying bills and recording expenses. Recording notes.

Updating time zones on all serves for daylight savings.

Planning a new quick discount option for the mini scan cart. We will combine the existing corp-wide settings for default discounts and allow the new feature to be turned on/off, based on settings. It should be a really quick way to discount a single item within a cart. There are already tons of ways of doing it (giving discounts), but not a touch screen friendly way with a mini pop-up modal (mini window) and a simple set of touch buttons. Working on the new plan and mini feature.

Recording notes from yesterday and today.

Small 7 minute video for Phillip. Planning, recording, reviewing, and pushing it up to the server. I then emailed a few people to let them know about it.

I would like to do some other videos to help people know how to use the adilas system. I think that would be really fun.

Here is the video link:
https://www.adilascontent.biz/videos/the_knox_report.mp4 - custom sales breakdown report overview

Working with Shannon on refining sub categories for the desired outcomes of the presentation gallery. We did some prep work, ran things through AI, and then read through those notes. We added a bunch of our own notes and will circle back around next week to keep working on it. We are somewhere between 30-40% done (based off of what AI gave us back). Still quite a bit yet to do and finish up. We really want to put our own flavor on it.

On the phone with Steve. Talking about a new discount modal pop-up for the mini scan cart. Basically, a quick way to discount a single line item. We talked about a number of ideas and options. Looking to keep it really simple. We also spent a bunch of time talking about general adilas business stuff. Shares, percentages, and growth strategies. Making some plans.

Working with Russell to help with some small formatting changes. We were in on the Knox report and added some line spacing and also made some of the sub data slightly smaller, to help your eyes follow the flow better. We talked about graphs and charts and where we want to head next, with some co-training sessions. Good stuff.

Emails and trying to get older flash (.swf) files to play. We have a bunch of older flash videos that we would still like to use. Anyways, I'd like to re-record some of those files.

Emails and recording bills. Recording notes from 3/3/25 to 3/4/25.

Working with Shannon. Boiling down the main headings and going over options and stacking for the desired outcomes section of the presentation gallery. We got a pretty good list of the top 12 main topics for the desired outcomes. Shannon attached the working document. Here is a quick list.

DESIRED OUTCOMES

1 - Achieving Your Dreams
2 - Be In The Know
3 - Efficiency & Productivity
4 - Save Money & Make Money
5 - Organize & Manage Your Data
6 - Expand Your Possibilities
7 - Customization & Flexibility
8 - Innovation & Pioneering
9 - Ongoing Growth & Relationships
10 - World Building - Beyond the Acronyms
11 - Training & Resources
12 - Got Questions?

Anyways, those will most likely be our main 12 points under the desired outcomes section. Currently, the section that we are going to be redoing is called "Attributes". Our goal is to change it out with the above topics and then add more subs under each of the above topics or main sections.

Working on optimizing the chooser page graphics so that I can add in the Knox report as an option (be able to save it as your own custom homepage within the system). Worked on a number of default homepage graphics and optimizing them to run faster and be more standard. Merged in files to the master code branch.

Getting some video links put together for Bryan Dayton. He has a customer that was interested in seeing what we have been doing. I sure would like to get some time to help with the education side of things. We have a ton of stuff, but most of it is pretty old (or at least older - past 4-6 years). Here are some links that I sent to him.

Interview Videos - On site at Bridgerland College - Local tech college in Logan, UT - They invited me to come over and show them what we are doing.

https://www.youtube.com/watch?v=KnUp2t4Q4A4 - interview video 1 - 11 mins

https://www.youtube.com/watch?v=1QdFlRSS-TE - interview video 2 - 10 mins

https://www.youtube.com/watch?v=Xjw82g8q_8M - interview video 3 - 10 mins

https://www.youtube.com/watch?v=htM3qJjZmQU - interview video 4 - 19 mins

Main YouTube Channel - 454 videos - https://www.youtube.com/user/adilasbiz/videos

Working with Steve. Small work session. Showing him the upload tool for uploading a CSV file for new parts/items with field mapping steps. I then showed Steve the Knox report (custom sales breakdown report) and some new changes that we had made. Next, we switched over and were talking about auto loyalty points and adding that code (new custom feature for a client) via black box stuff.

Looking into the mini display cart and some new settings. Steve and I did a little work session and we added in new settings for using an element of time to help store images for the mini display screen for the cart (dual screens - one facing the customer and one facing the staff member or associate). We roughed out the settings and got it working. He is going to go back in and make small tweaks and do some clean-up.

From Bryan: Rental Templates and Turn-key Adilas setup design for HostHuski

My notes: Working with Bryan on settings and how to help automate things to make a turnkey type solution. We did lots of drawings and I took a couple of notes. I passed those over to Bryan via the GoToMeeting chat stuff. Basically, it was the light steps on how to create a new corporation, set things up, and add one or more users to the new corp. Basically, just trying to figure out how much it would cost to automate some of those pieces. Just looking for some rough ideas. We came up with a $10K ish pricetag to automate those things. They can all be done manually right now, this would just make it faster and more automated.

Meeting with Cody. He and I were working through a small transition. I'm going to be taking over on the adilas label builder project. Cody is going to be activity looking for a new job. I wish it wasn't so, but it all deals with budgets and funding. Anyways, I also need to send Cody the check stubs for the last few entries (for his records).

We spent some time going over pages, instructions, and passing todo lists back and forth. Cody has been working with us for the past six months. We have made some great progress. Good stuff!

Testing and looking into the deeper logic on the Knox report. Adding a new link to the Knox report from different pages. Ended up fixing the chooser page. It was really slow and needed some help with the images. On the chooser page, I was re-exporting a number of images to make them much smaller and faster. It will make it look better.

Working with Bryan on recipes and production stuff. Messing with add/edit recipe line items. For us internally, we need to setup the sort order on the action page and/or the processing page. It was looping over the entire form scope and doing all of the line inserts in a random order. Ideally, we would like it to build the build (make the PO and the PO line items) in the same order that the recipe line items are in. That would make more sense. Anyways, I think that it would really help if we could help that out and make that smoother. Bryan and I looked at the code for a little bit. I had to jump off for another meeting.

Quick phone call with Shannon. She is busy today. We will pick it up again next week. Recording notes. Also spent a little bit of time doing some light research. Lots of good stuff.

Here were a couple of fun entries that I enjoyed reading about:

Adilas - What brings value? - See element of time # 8904

Game changer - Adilas as a video recorder -  See element of time # 8095

Multiple sessions before and after dinner. Working on the Knox report and building out smaller components. Added the dot leaders and small horizontal rules (lines) for each comparison. Working on a better loop over a mini component vs hardcoding each value (code reuse). Converting number values to a complex data object to help with looping. Adding part category totals and line item breakdowns (this was new for this report).

Meeting with Russell. Mocking up some new changes to the Knox report. We started in Adobe XD and then started to build out the pieces in raw code. Small little component pieces and then looping over those pieces. Trying to reuse some code.

Talking budget stuff. Then going deeper into the adilas label builder. Working on getting deeper into line items for the label builder. We already have all of the main 12 players, at the top or main level. Next, we will be getting into the line item levels. Lots of talk about getting the interest level built up for the label builder. Basically, we want to get people excited about using the label builder and then actually using it. The more they use it, the more feedback and changes we can make from their requests and feedback.

We finished up our meeting by making plans to finish up some of the MVP pieces for adilas ship A. We have a few things that are really needed to make it all work.

Meeting with Steve and Cory. Going over budgets and funding stuff. Looking for ROI (return on investment). Talking about spending money on different people and things. It's getting rough.

Steve had to jump on another call. Just Cory and I talking... talking about payroll and other projects. Cory was asking me to say "no" to other people who were asking for my time or attention and take care of the priorities that really need to be done first. How much it really takes to get things over the finish line. So many things come down to a simple setting, yes/no, do this, do that, work this way or whatever. It can get tricky.

Steve joined us again and we jumped back on to budgets. Talking about price increases, reoccurring revenue, etc. Talking about efficiency and getting more ROI. Talking about how much it takes to get a client fully onboard and fully happy and rolling (paying and happy). Talking about how to bring more revenue in. Thinking about the long game. We are being scrappy and doing a lot of bootstrapping (creative ways to make things happen).

Alan joined the meeting, and we were talking about his needs and where we are at. Everybody is running out of options. More budget talking.

Being desperate and turning to God with real intent. That can be really good. Talking with Shannon about life and what not. Stories about people and relationships, some of those are timeless. We were talking about the value of the story behind things. Going over categories for the desired outcomes section of the presentation gallery. Brainstorming and talking about options.

Looking into a small disconnect in a saved favorite report for a client. It seems to work when run directly, but if altered, it doesn't fully run. Looking into differences. I ended up finding a section of the report that had some built-in pagination (next page stuff). The report would run perfectly if it was under 250 records, but if it went over that, it was showing the correct record count, but it was only pulling back the first 250 records. I got it fixed and pushed up to the server and did a live test. Looks good.

Uploading files, recording notes, and doing some emails.

Working with Cody on his UML diagram stuff. He had some questions. We went through things and answered his questions. We were talking about the complexity of building a home and possible analogies as compared to building out a fully integrated ERP or POS system with CRM, CMS, payroll, ecommerce, etc. It can get pretty complex. Cody and I were talking about the importance of planning. There is a growing need for standardization. Planning for growth. We want to get out of the patch jobs and into growth and development. He sent me a small graphic (screenshot) and the original authoring file of his current progress on the UML diagrams. They are uploaded into the shop media/content files.

After our meeting, I went in and cut some checks and recorded notes.

Recording notes from 2/17/25 to 2/21/25.

Finishing up the new Texas 130U form for title and registration filing. Cascading help files and changing some verbiage for the forms (document management stuff). Made sure that every server was updated.

Meeting with Hamid. We went over some AI stuff. Talked about the future and where things are going. We then went over plans for the presentation gallery. After that, I showed him the Knox report and how that is looking. We then finished up looking at adilas and document management, PDF forms, and how to overlay data and populate PDF forms on the fly. Mostly a show and tell and light play session with code and PDF's. Hamid is interested in learning how to populate PDF's. He is going to prep a PDF for next time and we are going to work on it.

working on the new Texas 130-U form for trailers, titles, and registration paperwork for the state of Texas. Getting the new form ready. Copying the older fields from a pervious version. Looking over the new form and making adjustments.

Emails and internal tech support with Sean and some customer upload questions.

Notes from Bryan: Turnkey Adilas setup for HostHuski

My notes: Working with Bryan. Talking about AI and SaaS (software as a service). Going over the Knox report and playing with it. There are a lot of things happening, all around us. Bryan showed me some of his work on the quote and invoice flex attributes and how they flow through the shopping cart. Talking about how to bulk create sites inside of adilas. Talking about automating the corp setup, corp-wide settings and defaults, templates, and other quick corp creation process options.

Working with Shannon on some planning. I made a document last night and used some AI to help me organize it. We then took some of Shannon's notes and ran them through AI. We filtered it down and then did some more brainstorming. At the end, we ran that through AI as well. See attached for our results. Our plan for next week is to go over the results and boil things down again and again. We are making progress. Kinda fun to use AI stuff as well.

Back working on the custom sales breakdown report. Working on output and light math. Finished up the first round. Still need to do some testing but it is at least presentable. Merged in my branch with the master code branch. I will make some more modifications but at least you can see it on the master branch, and it will be live on all servers tomorrow.

Working with Russell on the Yogen Fruz sales breakdown report. We worked on some JavaScript, CSS, and report formatting. Good little work session. It is helpful to get a second pair of eyes on the same code and same page. It helps to refine the experience, both coding it and for the end user.

Working with Cody on mapping out the database for his UML diagrams. Somewhat of a small work session. He would ask about certain fields and I would tell him what they did and how they were used and/or related. We would then move on to the next piece. If he didn't need me, I was working on my own stuff.

Working on the sales breakdown and comparison report for Phillip and Yogen Fruz. Going over math and differences and difference percentages. We have to start with the initial value as the base of a 100%, then do the compare (division and such) from there. Fixed the diff function and started to work more on output.

Emails. Back on the CSV upload with mapping options for parts and items. Added the upload code and did some light testing. Pushed file up to all servers. Sent out an email to Sean and Cory to let them know how to use it. After that, I paid a few bills and cut a couple of checks for Cody and me from inside of adilas. Quick phone call with Sean to go over the new tool.

Meeting with Cory and going over her short list of to do list items. We went over a small quote and touched base on all of the other projects that are needed right now (once again, just the short list).

Quick chat with Wayne about queueing up server-side processing. Talking about a quick need for simple ecommerce. This (simple ecommerce) seems to be a reoccurring theme.

Switched over to working with Shannon. Working on the formatting of presentation gallery. We spent some time talking about the attributes and results - showing some of the cool things that people are doing with adilas. Marketing, showcasing, samples, & mixing different kinds of results. We really want to cover the who, what, when, where, why, how, how many, etc. - all in the presentation gallery.

Back to an original thought, about mixing business functions, application players, and core concepts to get some cool results or desired outcomes (leaning this way - changing the attributes section to be called desired outcomes). Design your own systems. Help people... that's what we do. We have a ton to offer, and we keep building and refining it every day. This change, from attributes to desired outcomes, may be a little gift (comment from Shannon).

Helping Sean with a new item upload page. Did some planning, then started to build out the page. Multiple steps. Set the corp key, choose some defaults, do the mapping, and then process the uploads based on the mappings and settings. This should help us out in the future.

Phone call with Steve about a huge data dump for a client. 30-45 systems (corporations), 5-10 year's worth of data, with tons of reports and exports. Thinking about 3 options - 1. Kelly doing it all (consulting fees). 2. Reduced storage options. 3. New reports or bulk export tools (csv or excel format). Talking about automation options from Wayne and how he would possibly do it. He would be doing things on the server level. Talking about possible automation ways that we could go with and what that might look like.

Meeting with Cody. Going over UML diagrams that he is working on. Talking about efficiency, reuse, pros and cons of copy and paste, pros and cons of duplicating data, and math on the fly or precalculated math. Lots of good topics. Here are some of my notes:

- The importance of refactoring. Keep refining and paring things down. Make it smoother as we go.

- Talking about mini conversions and other options. Mini conversions is a sub of sub inventory (parent/child inventory). For example: Say you have something that gets sold by the case, by the bottle, and by the fluid ounce. You have to be able to go up and down the conversions to show what is really there. True inventory tracking.

- Talking about lots of suggestions and what makes sense to change out and/or leave.

- On the mini conversions, we might be able to hold the conversion id's and the math all on the same table. Help the users setup the conversion charts and/or relationships. Especially if we don't know the conversion factors or ratios (custom conversions or custom units of measure).

- We have had a lot of wild west style development (anything goes). There is a need for specific roles and company structure (adilas jelly fish model - future plans for where we are heading as a company).

- We mix so many different business verticals. That has been a huge blessing but also a small curse (so diverse).

- Cody was pitching that we need a primary role of a database admin type person (specialists per role). Creating the chain of command, down the different roles. Basically, turning the wild west into a more modern city (modern development environment).

- Talking about someone who knows how to work really hard and how to help them to work smarter and use technology.

- Cody wants us looking into growth, in the long run. Talking about a master plan and then breaking things down into more digestible pieces.

- Talking about internal education and structure. We need our team to know what to do and how it (all of the pieces) fits with the bigger picture or the whole.

- Figuring out what we have, suggestions for what to change, and future plans.

- We then got into time sub inventory and parent/child relationships. It gets deep, pretty quickly.

- Growth is hard to manage sometimes.

- Talking about independent developers, light guidance, and working on our own. Reasons for building out the UML diagram. Not just for Cody but for all other developers who will be working on this project.

- Building out the dream. Getting organized (not really official, but pretending that it was official). It will all help in the long run. Risk vs rewards - push/pull in the organization. Unofficially organize ourselves (at least on the development side).

- Link to the interactive map - small visual for how things are organized.

Recording notes. Hamid jumped on and we started building a mock-up for field mappings on a CSV file upload for parts/items. We can already do this, upload parts and items, but we have to hardcode each upload to fit the current corporation or company. They are all different. This new process will be a multi-step process that asks how many fields are needed, then shows mapping options, then eventually does the upload and imports the data. We didn't get to the upload part yet (we'll copy some of our other code when ready), but spent most of our session this time on the mapping stuff. I'll get to that other part later (next week).

Kinda a good learning and training process for him to watch me build something from the ground up, somewhat on the fly. We were able to chat about things before we built it, we would then make it, test it, and move on to the next part of the process. I was having fun and I think that he enjoyed it as well.

Meeting with Cory and going over needs and projects. We talked about the new Texas 130-U form (title and registration stuff for Texas stock/units and trailers), getting a report of gift cards and current values, using the classic homepage as a click through (behind the scenes) option, and other needs. We spent a little bit of time looking into a possible disconnect on the advanced time search form. We may have to go in and look a little bit deeper.

The other thing that we talked about was PO backorders and partially receiving PO line items vs receiving the whole PO. This is a request from a client that is doing a lot of just in time manufacturing and needs to know what is still on the incoming side of the backorders. Cory and I will be doing some planning and prep stuff next week to line out this project and give them a quote/estimate.

Meeting with Shannon. Talking about being overwhelmed and how to manage that. She recommended that doing some exercising of self-compassion can really help. Often, we beat ourselves up, quite a bit. She also likes to think, I'm not alone, we all have to go through this. Talking about life and lessons being learned, as we go.

For our main work session, we went over the bullet points on both the business functions and the core concepts, in the presentation gallery. Trying to make sure that we are pitching and selling what we really have (sales stuff - prep work).

Meeting with Cody. Spent the whole time going over the adilas database. He is mapping things out and had a number of questions. We were looking in code, looking up tables, checking relationships, primary keys, foreign keys, lists, dynamics, etc. Good work session. As we went through things, he is also starting a list of suggestions and ideas on how we can restructure things to help make it more efficient and flow better. I was encouraging him in those efforts. We also briefly talked about where we are headed and some of the overarching goals of the adilas system. One of the upcoming needs will be graphical homepages with quick stats, summaries, graphs, and charts. I have a bunch of other notes on graphical homepages (over the year) by clicking here.

Quick meeting with Steve to go over things. We talked about the Canada deal, where that is at, what we have learned, and what are plans are. We also talked about ecommerce needs and little tweaks that we can make there. We keep refining things every day. That's part of what we do.

Recording notes from 2/10/25 to 2/11/25.

Still on with Bryan, but we switched over to some questions on recipe/builds and how to get your items all lined up. A client had some questions. Jumped on a Zoom session with Amy and Bob Tippetts from Grand Peaks Prime Meats, up in Idaho Falls. We spent some time trying to help them be willing to go in and play around and try things (use the system). We want them to write down their questions and then we will help them out. Hopefully they enjoyed the small training session.

Side note, it is crazy to see how much training can either make or break a deal. Often the system can do it, but they (the users) don't know how or what to do. It then becomes our job to help train them and help them know what to do and how best to run or deal with things. It's fun, but it does take time.

Intro to ChatGPT with Bryan. Trying to login and get setup. Their security code (2-Factor authentication stuff) to my email inbox kept timing out. Anyways, Bryan was showing me around using his account. It can really help with thinking outside the box. Bryan showed me a couple of usages that he does with ChatGPT. Things like: revising emails and email helps, summarizing data, code hints, itineraries, building business plans, sales stuff, notes and journaling, and asking it questions. Prompt it to keep refining it into what you really want. Start somewhere, then refine it. Sometimes, it (AI or ChatGPT) is great to help generate ideas that you may not think of. Asking it to change and/or alter the flavor as needed (once again, adding in the prompts). Good session.

I'm kinda slow on the AI adoption process (I'm resisting it). I know that I could use it and save time, I just haven't done it yet. This was a good intro for me.

Emails, light tech support, and meeting with Shannon. Also working with Wayne (briefly) and looking over some automatic email code. He jumped on the GoToMeeting session with Shannon and I for a bit. Once we were done, Shannon and I went back to working on things. We made a plan for Thursday. Light tech support and changing some settings for Suzi.

Light plan for working on the presentation gallery. We have 4 main topics, about 50 slides (pages), and we want to work on each section, one thing at a time to make sure that the site seems cohesive and works as a group.

Presentation Gallery
link - https://news.adilas.biz/sales-gallery/adilas-advert-index.html

Business Functions
- Solid bullets - Make sure that the bullet points are good and solid
- Top Level Modals - Make sure that every page has a top level popup modal description
- Sub Level Modals - When ready, make sure that each bullet point has its own popup modal description and images (or videos)
- Images and Refine - Go back through things and make it look really nice, tight, and fine-tooth combing of the data and content.

Application Players
- Solid bullets - See above
- Top Level Modals
- Sub Level Modals
- Images and Refine

Attributes
- Solid bullets - See above
- Top Level Modals
- Sub Level Modals
- Images and Refine

Core Concepts
- Solid bullets - See above
- Top Level Modals
- Sub Level Modals
- Images and Refine

Starting on Thursday we want to go back through each one at the top level. Review the bullets we have done (business functions and core concepts) and look to what needs to happen for the Attributes and Application Players.

Meeting with Yogen Fruz about the website and POS system. Six of us on the call together, talking about where we are at, and how to do things. Josh, Steve, and I were on the meeting from adilas. Light talks and small frustrations, both sides. This has gone on quite a while (over five months). Trying to figure out the next steps. We kept going back and forth between the POS and the website. They are somewhat tied together (projects as a whole). It seems like timing and figuring out comfort levels is the next logical step. Still in the waiting game a bit. I showed them a quick view of the new Knox report.

As a side note, when we were talking about the website... we are proposing a combo of a fully integrated POS system, CMS (content management system), and eCommerce. That's a pretty powerful combo, when you mix all of those pieces together. Other companies either do one or the other or have one or more plug-ins to connect with the other pieces. If any outside changes are needed, they have to be directly involved, meaning the outside vendors or companies. This happens over and over again (with other companies) vs a CMS that lets the users control things from an integrated system like adilas.

Back working on the custom sales breakdown report. Spent some time on the math percentages stuff. Building out a small function.

Phone call with Bryan. He has a customer that is requesting ecommerce functions with a standard item (parent item) and then being able to just pick a size or a color. We do that with sub inventory, but need to make it easier for customer facing ecommerce functionality. Those two things are super common (sizes and colors).

Paying bills and going through emails. Jumped on a GoToMeeting session with Steve to go over some updates and look at a database update question for the inventory snapshot stuff.

Working on the custom sales breakdown stuff for Phillip. Small little tweaks and starting to work on the math stuff (percentages).

Bryan jumped on with Steve and I and had a bunch of questions about recipe/builds and how to convert a bottle (item marked as an each) into ounces in order to use certain products in bulk. We showed him some new stuff and how to do advanced adds on PO line items.

Working with Cody. Going over his UML diagrams (using drawio - an online drawing tool) to map out the adilas database. We then flipped over to the latest build of the adilas label builder and did some code review. We merged in some files. He then helped me with some CSS debugging on one of my projects.

Emails and recording notes from 2/3/25 to 2/6/25.

Work session with Hamid. He finished up the 12 business functions and the see more features modals and bulleted lists. See below for a list of link (see the section titled see more features per page). We also checked and pushed up a bunch of the smaller PDF's that show the business functions in a printable format. Good work session.

Sales, Inventory & POS System
Customer Relationship Management (CRM)
Calendaring & Scheduling
eCommerce
Accounting & Backend Office
Expense Tracking
Payroll & Time Cards
Reports & Histories
Business Intelligence (BI)
Data Relationships
Content Management System (CMS)
Big Data

Going forward, he is going to be working on some training in CSS and JavaScript until Shannon and I can get him some new content for the presentation gallery site.

 Working on the Yogen Fruz special report page for Phillip. Working on really building out the page. Tied in the new form, the comparison, and started showing output values. Good work session.

Meeting with Shannon. Doing some light catch-up. It has been a while since I have worked with Shannon. Talking about patience and waiting on the Lord (His timing). I reported on my trip up to Canada and how things went up there. We talked about working on the presentation gallery, chipping away, at that big project. We talked about other content needs and how we can push the ball forward. I would like Shannon's help on plans, outlines, and helping me to make new content. She has been great on those levels. Super excited to get back to work with her. We also talked about letting go and not trying to micro control everything to a super tight level (obsessed with details or perfectionism). Let's just get it out there.

Working with Steve. Working with the inventory snapshot code/database and back figuring the data. We are planning on harnessing user clicks to help with catching up the rolling part/item quantity. We worked on adding in a threshold value and a quantity check to help us watch and monitor which items have been updated. Multi-hour building and work session.

Meeting with Bryan to go over some planning and building out a demo site with both flex attributes and flex grid tie-in (building forms and drop-downs). Spent the session actually building it out.

Clock in/out issue that Cory sent to me. Quick backend database change. Texted cory that it was fixed.

Meeting with Russell. Working with Russell to bring in small pieces of the layout that we made in Adobe XD. Building the form, the toggle to show hide the other part of the form, and working on custom CSS (cascading style sheets - layout and view code stuff).

Talking about making some UML diagrams for the adilas database. We spent a bunch of time talking about databases and all of the interconnected relationship (just for parts, PO's, invoices, and sub inventory). For me, send Cody all of my old database docs (take the time to get him the correct info - ended up finding a few back from 2016 and 2017 - they had been uploaded into the adilas shop media/content folder - do a description search by database and set the dates back to 2016 to 2017).

We also spent some time talking about banking hours and how that works (paid time off or future payout options). We then got into working on permissions inside of the label builder. We went through a bunch of stuff and added some light permissions to the label builder home page. Good work session.

Cody is wanting to help me get some of the older projects done that have been on my tick list for years and years. I'm excited about that.

They were busy doing some customer integration stuff so we will have to reschedule. Texting back and forth.

Emails, paying bills, internal tech support, and merged in some code for Bryan. Small change on the QuickBooks API stuff that he is working on. Pushed up files to all servers.

Meeting with Wayne and Alan to go over options for database configuration options (code words... datasource project or bus to motorcycle or world building project). Light catch-up. Wayne was going over options for running a base service to figure out the corp and datasource (what database to use). The old datasource is the default.

Talking about efficiency and combining corporations and servers. Going over scenarios. The idea is to make the code and the schema unaware (more open - able to connect to any database). For me, I have a bunch of older notes under clustering, solar systems, and galaxies (all kinds of cross-schema options).

For us, internally, database updates may get more crazy, especially for our developers. Talking about possible load balancing stuff. We were talking about master databases, sub databases, and efficiency questions.

- Wayne was recommending a more company related approach (which businesses are connected or have a relationship) vs corp related (single worlds, all by themselves). Widen it out a bit.

- Wayne's branch... WLA/DynamicDSN

- Alan was talking about a wish list to help update things from one spot (one page or one server) vs logging into each server to run it on each server (current process).

- Wayne already uses a script (test script) to run his database updates. He doesn't like to do things over and over again. He would rather build a script or make a tool to do that.

- Wayne wants Alan and I to help pitch it to Steve and Cory.

- We may need to look at and check the edge cases (on the datasource look-up project). They were talking about some known caching issues.

- Places that we need to check... (list of us, internally)
>> shop folder - there is some session stuff but it is different then the top_secret stuff.
>> web folder - API's - most pass in a corp key that we can figure out a corp id number from.
>> public folder - hardcoded per page or FORM or URL scoped controlled.
>> temp folder - hardcoded per page or FORM or URL scoped controlled.
>> database_updates folder - may need to query (get all known datasources), then loop and do updates per schema. basically, layer and nest things vs just plain doing a single update.
>> check the process to create a new corp - some questions there (we are currently using the main datasource and building tables and inputting values based on our create new corp routines).
>> caching - check the daos, services, and cfc's - make sure we do what we need to here to make this still function correctly.
>> search for corp_id IN (? whatever the list or arguments are) - multi corp queries. Maybe be able to set a temporary master/primary corp id where needed.

Working with Bryan. He was trying to setup flex grid and flex attributes for an upcoming demo. We did some planning and looking at the different pieces and what would need to go where. We were using simple notes, outlines, and even got into some table/data simulations in Microsoft Excel. Sometimes that really helps to show how the data will look and how it will be related, connected, and stored. You can even see how you would query and filter things as well. Great planning and mock-up tool.

Spent the last 15 minutes doing emails and cleaning up.

Emails. Quick meeting with Cody to look at his code. Ended up debugging a small database update to total up the sub date/times for all existing records. We pushed up the code and then talked about some of the next steps.

Meeting with Cody. Trying to figure out the next phase or part of the label builder project. We recorded some notes and plan on doing some security stuff on Wednesday morning. We talked about using the buddy system to get through certain projects and help with motivation. I sent him over a whole bunch of my little todo list items. I helped him get some small bugs fixed, that I knew how to fix (based on older files and custom includes). Small work session.

Recording notes from 1/29/25 to 2/1/25.

Saturday morning meeting with Steve. He and I going over the inventory snapshot project. Lots of drawing and going over ideas and concepts. This is basically a mini aggregate (sum or count) of the parts and items per item and per location. We then started to code our own version of the inventory snapshot. We were putting new code on some of our internal components where we were updating item quantities.

As we were working, we started talking about machine learning and all of the new AI stuff. We have so much data... that is huge. We have to deal with both machines and people. Wach one may need different sets of data. We briefly talked about banks and getting transactions as they happen (in the field and at certain locations) and how to make that stuff hit our database (expenses and deposits automatically hitting the adilas system per corp as setup).

The rest of the session was building out the code and then testing and debugging. We merged the new changes into the master branch and it will auto deploy tomorrow morning.

Work session on breaking down the big PDF's into smaller pieces. Hamid was working on web modals in the business functions of the presentation gallery, and I was physically adding links and footers to the smaller PDF files. Good little work session. Pushed up files into the master branch. See attached for the 12 business function PDF's (mini versions).

Emails, paying bills, phone calls, texts, going through things. Small to do list stuff.

Meeting with both Russell and Chuck. They were recommending sub districts (maybe for enterprise level grouping) for multiple locations (corporations). Good work session with both guys. That wasn't the original plan, but it worked out pretty well. We spent some time going over the pdf dashboard mock-up from Chuck for Yogen Fruz (see attached).

After Chuck left, I was talking with Russell about showing and selling subs out in ecommerce land. We may have to reverse out the structure. He also recommended that we abstract the process to use the same code for each option (show and sell parents, show parents and sell subs, show subs and sell subs). Ideally, we will setup the ecommerce so that it can use any of these selling types, and the data all gets passed to the cart correctly. Basically, format it all to go down one pipe... with possible branching logic. Russell did some fun drawings that helped me see what he was pitching (see image).

We then jumped into Affinity Photo and played around with some of the tools. Kind of a show and tell lesson on some of his favorite tools. Recorded some notes and pushed up the supporting files to document things.

Meeting with Cody. Looking over his new database queries (lots of left joins) on some of stock/unit queries. We then looked at the bug we were working on Monday. He got it fixed. It was a case sensitive thing with JavaScript. Pushed up a bunch of code. Then, Cody, helped me fix a bunch of other small JavaScript errors. One of the ones was dealing with a bounding box issue (imposed margin of sorts on a page). You could see it (a form control piece) but couldn't interact with it. We got that fixed and a couple of other small issues. Small work session.

Working on populating new code for 2024 tax year 1099's and W-2's. Spent a bunch of time in Adobe Acrobat editing forms, creating form fields, testing tab orders, alignment, and previewing data and data overlays. Also went into some of the backend logic and did some small tweaks and updates. Pushed up new code and new forms to all servers. Let Shari O. and Cory know that new forms were up and live.

Bryan and I met for lunch. We were talking about adilas, sales, clients, research, and using ChatGPT to help us look over all our notes and help us make some plans and summaries. Bryan is going to help me with that.

A couple of days ago, I had a small dream about using the adilas label builder to help people market and sell their products. Nothing too special, but I wanted to record that I was dreaming about it. We are currently on version 3, made by Cody Apedaile. The code is live but we haven't really had people go in and start working on it yet (testing and playing with it). The new label builder is pretty cool and has tons of potential. I'm hoping that we will have people in playing with things and building labels within a few weeks. It is currently at a MVP type level. We have a number of other things we really want to do with it, but it is coming.

Just for the record: The adilas label builder - version 1 was done by Calvin Chipman. It was a standalone Windows app that connected to the backend adilas database through an API. Really good product but it was limited to Windows.

The adilas label builder - version 2 was also done by Calvin Chipman. We wanted a more open web version. He subbed some of the development out in order to make a JavaScript or web version of his original product. It ended up costing quite a bit and we basically ran out of funding. It only got part way done. We were planning a revamp of that code - version 2. After looking into it, we decided to take what we liked, and build a whole new version.

The adilas label builder - version 3 incorporates a new label homepage, a build new interface that is super flexible and powerful. It can handle static text, dynamic text, rectangles, circles, images, barcodes, QR codes, layering, stacking, and other cool dynamics. This is probably way too big, but here was an internal demo that we did back in December of last year (12/2024) to show off the label builder. Anyways, it is looking really good. I can't wait to help people use it and market their stuff, items, and products.

A bunch of random things... paying bills. recording notes from yesterday, recorded a note about a dream using the adilas label builder, and doing emails.

Checking and merging in the ListFind function changes. Our code used to have a lot of list contains functions. Changed out over 150 pages to a list find function. It is much tighter and should help with searches and matching things up better.

Working on 1099's and W-2's for tax year 2024. Kind of a late start on this. We'll do better next year.

Meeting with Steve to go over ecommerce stuff. Trying to debug some code on sub inventory attributes. Got stuck on some checkboxes that wouldn't work or were having issues. Trying lots of stuff. Multiple attempts. We'll have to come back to that.

Phone call with Dave Forbis. He was asking a number of questions. Lots of questions about social media connections and API's, on demand print stuff, and banks that we have integrated with (for pulling back deposits and expenses to help with bank reconciliation stuff). We also talked about old projects for campaign tracking and GPS tracking. He was looking around and trying to get things lined up. Good call.

Emails and reviewing tons of PDF files from Hamid, for the business functions, on the presentation gallery.

Meeting with Cody. Going over progress. We were going to send out an email asking for feedback on the new label builder (to our internal crew). As we were typing up the email, we ended up looking into a small bug that I had found. That sent us off on a tangent and we are going to be refactoring some code before we ask for feedback. The error was dealing with the main save button on the label builder. It was really saving things, but it was showing an error. We were having issues with the CDN (content delivery network) and browser caching issues. We could change the actual JavaScript file and then have the server pull it in, but it wasn't being fully pulled into the other areas. Some light struggles there. We even tried a few work arounds. We ended up that Cody will look at it deeper and we'll get back together, once we have a plan in place or working.

Recording notes from the day.

Working with Hamid. He had done some splitting up of a huge PDF file into a number of smaller PDFs. We started working on the sales gallery (presentation gallery) and he will be adding in additional information inside of modal popups for the business functions. His work will show up on the see more features section per business function.

Quick meeting with Steve to look into an ecommerce bug. We found some poorly placed div tags (HTML code) and got it working again.

Zoom meeting with Sean, Bryan, and Steve from the adilas team. We were meeting with Cody from Alliance - a civil engineering division out of northern Utah. Going over project time tracking and invoicing. Permission templates.

Small idea from Cody - be able to flip flop subs of time from the main elements of time to other elements of time. For example, say your guys are clocking in/out on a certain project. They make a mistake and it, the timecard, should have been on a different project. Currently, you have to make that record inactive and copy/paste the info to the correct spot. They would like it if you could just change the main time id (project id) for the sub and then it virtually gets moved to the correct spot. I made some notes on my to do list, on my computer. Great idea!

Yogen Fruz website meeting - There were 9 of us on the call. They had questions about the main YF website for Chuck. We talked about online orders, merch (small items or merchandise), there will be a test with new hardware from us and another competitor. We spent some time talking about hardware. They were talking about needs and wants for their website. There were some questions about quality control and who does what on the hardware setup. Talking about content and showing videos on their menu boards. Currently the company that does their menu boards change both the video and content. They are also responsible for changes to prices, based on Excel spreadsheets, per location/region. She, Moran, wants to get the videos that they use on the menu board on their social media accounts. They want to control the full backend. They currently don't own the content. More talking about hardware, media, and controlling the backend content. Good meeting.

Emails. Then flipped over to the branch that Cody did to flip the list find and list contains functions. We are trying to use the list find functions, as they are tighter and produce more controllable output. Going page by page and looking at code and files in his branch. Adding modified logs and doing light clean-up. Did three different sessions on this bug fix today. Spent from 9:30 am to 11:30 am, 3:30 pm to 4:45 pm, and 6:15 pm to 7 pm. 4 hours total.

Recording notes from yesterday and today.

From Bryan - Talk about the Sioux Tribe and the education data flow, if they were to use adilas

Meeting up with Bryan. Lots of talk and looking into the flex grid usage and setting things up. Making plans for the 30 custom fields and how you want to use them. You can get pretty creative with those fields. Got into what is going on behind the scenes with counting the length of the columns to determine what to show and what to hide, based on usage of the columns.

Talking about security. Here is a link to an older security flyer for adilas. Then we switched over to looking at invoice and quote flex attributes (passing things through the shopping cart). We got into the save quote logic and found where the new code needs to go to help make things happen to save those flex attributes.

Working with Russell. Doing some planning. We had to break a bigger document into smaller pieces (categories and sub categories). He was getting me into using notion and some of the cool things that you can do with that program - robust web tools. Light planning on the custom sales breakdown report for Phillip. Working in Adobe XD and doing some layout stuff. Steve joined us and we got into a small bug out in ecommerce land. Russell had to go, but it was good to get Steve on there with Russell again. It's been awhile since those two have met up and talked.

Meeting with Cody. Going over the PDF reader code that he wrote (parsing and stripping out data values for tax withholdings). We then jumped over and started looking for a new project for Cody. He ran a global find and replace for the list contains vs the list find functions. I need to check that out and get it all merged into the system or the master branch.

After that, we switched over and he will be working on the total time for sub dates and times. I showed him some existing payroll stuff and we spent a bit of time looking around and finding the different pieces of the puzzle. His project will be in the sub dates and time, not in payroll, but they are similar (calculating total time). We also did some just in time project management (our specialty) and planning. This project was started by Steve and Eric last March of 2024, and it is already 3/4 of the way done but it needs some light detail work. I'm hoping that Cody will be able to follow things along and help make it just a little bit tighter, which will allow us to fully use it better.

Payroll updates. Got a digital file from Cody Apedaile. Took the values and started working with them. The goal is to take a PDF file (from the pub-15 from the IRS), convert the PDF table data into a CSV (Cody did that), then use that CSV file to build database update scripts. Spent lots of time prepping the excel file and moving data around.

Phone call with Shari O. going over MMLLC ownership and new member options. Phone call with Cory to talk about orders and PO based back-orders (inbound order status stuff). Light research on MMLLC's (multi member LLC's) and options for gifting percent ownership.

Fixing a comparison document thing for Josh. He sent me both an email and a PDF that needed a little bit of tweaking. Converted the PDF into a Microsoft Word document and did some formatting. Sent it back to Josh.

Emails and playing with percentage ownership changes (Microsoft Excel stuff). Paying bills. Two phone calls with Steve to go over percentages. Going over Yogen Fruz stuff. Talking about software and hardware integrations. Even talking about possible middleware application for a print queue or print log. Maybe tying in the print log to Windows or Android specific middleware or software. After that, spent some time talking to Heather (my wife) about updates on different subjects. Recording notes.

Working with Cody. He asked for and needs a focus. We went over some of my todo list stuff. Custom PDF's, paperwork, payroll stuff, parsing text documents, etc. Talking about percentages and inviting Cody into the adilas MMLLC (multi-member LLC) co-owner family. We over what that means and how it works for taxes. General stuff.

Recording notes from 1/15/25 to 1/16/25. Busy day for meetings today.

Working with Hamid. We haven't met up since before Thanksgiving. We jumped back into it. We spent some time going over the sales presentation gallery and what is needed there. Hamid may help me get some new content up and moving along. Getting him back into that process. One of his first tasks is going to be splitting up a huge 50 page PDF file into 12 smaller files for the adilas business functions.

Working with Bryan on swapping out the vendors and part numbers for a client. It got deep into a bulk find and replace tool with looping logic. The tool is just on Brandon's machine, not part of the master branch. It was built to help this client. If it is needed again, we may have to lightly tweak it.

Meeting with Cory over a Zoom session. There are two reports that are giving different information. Looking deeper into the reports and which items are not matching up. Lots of deep diving and looking under the covers. We were running raw queries against servers and databases. Really trying to figure out dates and values. We have to circle back around and re-write some logic on the sub inventory reports.

Cove PO cleanup - Working with Bryan on switching out vendors and parts on a bunch of PO's. Deep find and replace in bulk. We got part way done and then thought about another part of the puzzle that needed to be acknowledged. We couldn't finish it in the amount of time that we had. We just made some quick notes and setup a time for later in the afternoon to get back to it.

Checking out assets and code samples in the project CSS theme. Playing around with different pieces. Visual research stuff.

Meeting with Russell. Working in Adobe XD and playing with report mock-ups. Russell likes to do just enough to get going (don't overdo it on XD). We spent most of the time in XD building a report mock-up. I was driving and he was telling me what to do (design backseat driving). Fun session.

Just a thought... We are trying to build our own application and system (platform). What if we helped out either our competition or another company that wants to do what we are doing? Combine our efforts. We don't have to be the name (main player). We could be like the Intel chip (or any other AMD type chip set). We help power things. Powered by adilas!

Quick meeting with Cody to touch base and setup another meeting. He is working on the infinite scroll stuff.

Fixing some flex attributes and their data for a company on data 10. They have six corps, and all need the fix. Basically, they setup a flex attribute as a text value, now they want to convert that to a date/time stamp (physical database change). Built a custom tool and ran it on all corps that needed to be flipped (converted between the different data types). Let Cory know that we got it done.

Working on a digital upload of customer data for a client. Over 25,000 records with basic customer info plus loyalty points from a previous system. Spent time combing the data and breaking it into smaller pieces. My upload tool can only handle about 1,000 records at a time, so that we don't overwhelm the server. Pushed up records and let client know via email.

Meeting with Bryan to go over questions and code. We talked about using a tablet or a phone to browse inventory for customers (on site in a show room or warehouse floor). Including the ability to link to PDF's or other information packets per inventory item. We talked about options, including QR codes and web links and buttons. We then switched and talked about quote and invoice (cart) flex attributes. Went through a few questions and I made a few suggestions. Next, we flipped over to some on account stuff for QuickBooks API for one of the clients. We pushed up some code and he was doing some testing and running through scenarios.

On a Zoom session with Cory. Fixing some deposits for a client. Emails. Meeting with John Maestas (old adilas developer). We were talking about the state of the union type discussion. Basically, where are things at and who is doing what, inside of adilas. Just catching up a bit. After that, more emails and recording notes from 1/8/25 to 1/13/25.

Meeting with Bryan to do some planning for the Lucky Puppy folks. Going over notes (see EOT # 11333). He went through my notes and bolded some pieces. We then did some budgeting and rough planning on stuff.

Emails and recording notes. A quick phone call with Suzi to talk about POS cashdrawers and settings.

Meeting with Cody. Going over the infinite scroll stuff. He was showing me some of his code. Doing some code review on the label builder. Working on new help files for the label builder. Making plans for our next steps.

Working with Steve and Chuck. Going over reports. Working on and building the dream - that's what we are pitching and selling. Talking about showing them the mock-ups. Helping to put a visual with the pitch. Steve has been kissing a lot of frogs (potential investors and venture capital stuff). He's hoping to find the one (just being silly... like a fairytale). Sell the sizzle...

Switched over to the website proposal and series of questions. I took a bunch of notes here:

- Need for website to be tied into the inventory management system.

- They want a CMS (content management system). They want to control all of the pieces and be able to make the changes. Steve was pitching our own mini CMS type system. Chuck was pitching WordPress with some plugins.

- Talking about running all of the services (one-place shop) for the client. We are your dev team.

- We have so many pieces that are close... they just aren't fully done.

- We may have to help them with a mashup right now. Then, later on, we may be able to build out all of the pieces for them (internally). Chuck is worried about the time to really build it out (right now).

- The power of mock-ups. If you have 14 different plugins... to install, configure, and manage, it can get messy. If WordPress goes down, it makes us look bad.

- Maybe pitch two options... one for WordPress and plugins route - the other, just adilas, we build it all and keep it all up for you.

- If we build it, things take time. real time is needed for planning, building, and we need real budgets, etc.

- We really need to control all of the pieces. They want full control and speed to market. If we build it internally, we have assets that we can throw at it. Basically, fully outsource it to us and we will run with it. We are your one stop dev shop.

- Maintenance fees to keep things going.

- Back to selling them the dream.

- We will save you so much time and effort by systemizing things.

- Talking about social media... that (social media posts and such) becomes the changeable web content, the main website is more of the backend stable piece, that's where you order and interact with the actual products and inventory.

- Talking about real native "mini" apps that tie into the adilas system backend. Keep them small, open or create the doorways, we will go from there. Basically, just a mini portal into their world. Mobile first approach.

Chuck had to take off. Steve and I were talking about inventory thresholds. We were also talking about the future of where things are heading. Lots of mobile stuff. Everybody wants efficiency. Josh is really helping to push on things. That is huge.

Small side note - Brandon was riding snowboards with Aaron Hill, on Friday 1/10/25, up at Beaver Mountain. They were talking about ways to make their clients sticky. When they had to go their different directions, for the day. Here is what Aaron said to Brandon - "Really make those clients sticky! Win that battle! Make it good!". Great advice!

Various meetings, throughout the day.

On a Zoom meeting with Cory. Looking over some gram control settings.

On a meeting with Cody. He got a few things tweaked for the check write stuff. Looking at pagination on the label builder. He was also showing me some work that he was doing on the infinite scroll (scroll, get more results, scroll, get more results, repeat until finished).

Working with Steve. Debugging things. Found problem with list contains vs list find functions. Pushed up the new file.

Emails and reading over a response from Chuck about a custom website.

Meeting with Bryan. Working with packaging and production stuff. Fixed a merge conflict and then pushed up code for testing. We then went over a few other automation questions. Bryan has a need to be able to build a CSV upload for some of his clients. We talked about making sure that we get everything standardized before we just build upload pages. We want the data to be good and tight.

After the meeting, I had to pay a credit card bill for adilas. Other to do list items.

Meeting with Russell. I was showing him where I was going with a new report. He had lots of questions and such. We did some consulting and talking about options. Lots of drawings and playing around with ideas. I wrote down a few notes. It was good to talk things over with him.

Back on the custom high-level sales breakdown report. As I was working this afternoon, I kept thinking about "help with operations". The accounting will follow, in time. Good long work session. Mapping data points to fields. Tightening up my todo list items for the report. Almost done with the data portion of the report.

Emails and recording notes. Switched over and started working more on the Yogen Fruz custom reports. Spent a bunch of time listing out columns. I attached a text document with the columns all listed out to the main client log, inside of adilas.

Meeting with Cory over a Zoom session. Light tech support. She was helping another client with some Metrc issues. Touching base on other projects. Flex attribute questions. Tips and accounting for tips. Then lastly, we talked about a client's need for some automated emails and reports. She is going to send me some emails with the different needs and projects, so that we can track things and get them done. Nothing was hugely on fire, just some - it would be nice - updates and changes.

Meeting with Bryan. First time, we went over flex grid settings to help with a school and behavior tracking app. The second time we jumped on, we were going over special functionality for quotes vs invoices and how to use or not use sub inventory. Checked out some code and pushed it up live on data 0 for some testing.

Paying bills. Meeting with Cody and Chuck. Light introductions and then some back and forth. Cody was showing Chuck some of the label builder pieces. We also showed Chuck some of Cody's other projects that he has been working on. Towards the end of the meeting, we got into some Yogen Fruz tools and needs. We even talked about bigger dashboard, visualization tools, and prediction type stuff. Chuck likes to build out a list of requirements and then make a plan. He wants me to send some things his way.

Meeting with Bryan and Sean. Going over recipe/builds and internal build PO's. They are dealing with a single inbound ingredient and multiple possible outputs. They were looking for help with math and automating things. Lots of back and forth between all of us. Good conversations. They are going to go play with the different pieces, settings, and existing tools to figure out options, work arounds, and needs. They will be meeting with Steve tomorrow to go deeper into some of the pieces.

Working on new federal withholdings for 2025.

Working on year end payroll stuff. Downloaded new publication 15 (two of them) from the IRS website. Reading over things and making adjustments. Printed off a number of pages. I will go through each page and update database records.

Also had a couple of phone calls with Bryan to go over things. Both he and Sean were on a client training session.

Adding a part category filter to the global parts mark-up and price changing page. Light testing and then pushed up new code to all servers.