Search The Adilas.biz Developer's Notebook
Time Period:
Daily (enter the day you want to see)
Monthly
Custom Date Range to
Template Filter:
Color Code:
General Text Filter:

(use a plus "+" sign to separate search terms. ex: jack+jill+hill)
Sort Value:
 
Adilas.biz Developer's Notebook Report - 1/1/2009 to 1/31/2009 - (27)
Photos
Time Id Color Title/Caption Start Date   Notes
Click to view time photos.
AU 1249 Daily Tasks 1/1/2009   • Posted new tax tables for 2009.
• Posted new error pages with the 2008 date changed to 2009.
• Worked on PO payables and unit payables.
 
Click to view time photos.
AU 3561 2009 1/1/2009   YEARLY ACCOMPLISHMENTS 2009
Steve,
This is a list of things that happened and accomplishments made during the 2009 year on adilas. It was a great year with tons of great stuff. If you need more detail, just let me know. I have everything documented down to the date.

January 2009:
• Lots of balance sheet work. Payables, floorplan, inventory, receivables, and look-back reports.
• Added the user-maintained balance sheet photo gallery.
• Added the part number usage report.
• Posted the balance sheet files online. This was round 2 and the first balance sheet available to general users. Round 1 was back in 2008, very limited, with known holes.
• Added options to format the balance sheet in to a traditional format for printing.
• Added state income tax settings for Arkansas.

February 2009:
• Allowed invoice notes (printable and internal) to be searchable.
• Added pagination (next photo) on the big photos in the gallery.
• Added the reoccurring invoice section.
• Added the printer friendly invoice (capable of showing multi invoices with an address that would fit in a windowed envelope).

March 2009:
• Added the work in progress invoice setting.
• Added reports for outstanding deposits and outstanding payments (checks).
• Added reports and switches for cash accounts (running off of verified dates) and accrual accounts (running off of basic dates).
• Added the limited invoice format (no costs and only for work in progress).
• Rework of the entire work in progress section. Originally, we didn’t know that they couldn’t show up like normal invoices. Made major changes to balance sheet, income statement, couldn’t show on receivables, and couldn’t show on sales tax reports. Somewhat of a surprise!
• Fixed a date problem with PO payments and stock/unit payments. Original date was when recorded not what date the expense was holding. Small disconnect.
• Added a mid-year change to federal tax tables (part of a stimulus package).

April 2009:
• Added barcoded and RFID tag fields to the parts table.
• Added the recipe/build section.
• Added hidden line items to PO’s, quotes, and invoices.
• Added the invoice profit per line report.
• Created a search and add invoice line items section for invoices that had already been created (no longer in cart mode).
• Permission rework for parts, sales, and being able to not see costs.
• Added the “save as…” feature for quotes.
• Added admin work in progress permissions.
• Added a grouped salesperson report to the daily/weekly report.

May 2009:
• Added the customer type.
• Added the customer additional contacts and customer log entries. Tons of CRM (customer relationship management) options.
• Added the customer settings to the shopping cart and checkout process (if invoice is tied to customer).
• Added the bank helper report (deals with dates prior to bank starting dates).
• Added the advanced customer search. This is a build your own customer report page.
• Held the first public adilas.biz seminar at Steve’s house. We had 10 people there. Great meeting.
• Added code to help verify expense/receipts. There was a problem with payments getting verified and the main would still be outstanding (or vice-versa). Tied the two together (if a 1 to 1 relationship existed). This deals with reconciling banks.
• Fixed a rounding error problem with PO and invoice line items.
• Allowed the quick search type to follow you from page to page. Once selected, it would stay selected until changed.

June 2009:
• Created documentation for web/customer inventory pages via web services.
• Added the corp stats report (pre-cursor to the history homepage report).
• Added the flex grid tie-in application. This is an application that rides on top of the main application and is used to help tie things together and record additional information. Very dynamic and very flexible.
• Added the next day link on the balance sheet homepage.

July 2009:
• Added the history homepage permission and report. Lots of work on drill-downs and sub reports. This is the corp stats report with more filters and options on a per corp basis.
• Added an image/scan drill-down report.
• Brainstorming and research on multi decimal points (dewy decimal).
• Added first round of crop-wide settings. There were only 5-6 to start with. They were physical year, parts mark-up, default tax category (parts and customers) and ice-down date (disabled).
• Major change on how inventory values were determined. Old way was to use the current part number cost times the quantity on hand. The current cost was a variable and could be changed. That reflected itself forward and made a moving target for the total inventory value (a single price change could change everything). The new way is to use the actual costs recorded in the database (as they happened). This removed the current cost variable and allowed exact drill-downs to underlying data. Big break through on tracking inventory.
• Added the paid dates and paid flags for invoices and expense/receipts. This helped tighten things up in accounts receivables and accounts payables look-ups and look-backs.

August 2009:
• Added two new hard-coded parts to the system. They are “Fee” and “Collected”.
• Added a search option for adding PO line items. The old way was you had to know the exact part number and cost in order to add a line item. The new way allows you to search the system for the info.
• Added the PO requests. These are non-payables, not counted as inventory, and not yet live. They may be turned in to live PO’s later.
• Added the option to change the vendor/payee id number on expense/receipts.
• Added new options to the web/customer inventory pages (still dealing with units). Options included next photo on big photos (pagination) and medium thumbnails.
• Added some rounding on all stock/unit prices (that were calculated on the fly). This was both internal and for web/customers.
• Set all the web/customer inventory items that had been sold to a hidden price value and showing the word “Sold” instead of a price.

September 2009:
• Added 25 new corp-wide settings. Most were set to inactive but added as future placeholders. Slowly started adding them and activating them as time allowed. Setup the main corp-wide settings page.
• Changed work in progress invoice name to a transition invoice name.
• Added the bank check/deposit register as an optimization project.
• Added the vendor of “All” to the printable parts list report.
• Added the “parts” to the online web pages for web/customers. Activated web specific corp-wide settings.
• Added flex grid tie-ins to the output for different invoices modes (printer friendly, limited format, and save as PDF).
• Opened up the limited invoice format to all invoice types. Formally, it was only open to work in progress or transition invoices.
• Changed names on the main switchboard page. For example: The permission name and menu option used to be called “basic add/edit deposits”. This was changed to “deposit homepage”. Tons of other name changes to help standardize the naming convention and layout.

October 2009:
• Added save as PDF for PO’s.
• Added the PDF document management section. This deals with pulling database info and placing it on a pre-defined PDF form or document.
• Launched the first PDF form – Texas 130-U. This was an optimization project and the first dynamic PDF form (custom paperwork).
• Added other PDF forms. Most were start to finish in about 2 hours.
• Added some java script calculations on the cart checkout page to show change due. Calculations were made and shown but no physical data was ever recorded.

November 2009:
• Took off all of the built-in subs to stock/units. For example: gallery fee, web/computer fee, etc.
• Allowed negative parts quantities to flow through to the balance sheet. Prior releases only allowed positive inventory counts to flow to the balance sheet.
• Added merchant processing. This is the ability to take secure credit card payments, process sales, run transactions, view transactions details, and void transactions if needed.
• Processed first credit card transaction through adilas.biz on 11/7/09.
• Created the merchant processing flyer and demo payment page.
• Added extended prices, costs, and profit to all recipe/builds.
• Added the cart profit per line report.
• Added a new silver “Specialty” permission color.
• Allowed the main PO vendor id to be changed. Also added what we called “Special” PO’s. These are non-vendor specific PO’s and they allow for generic or homogenous parts like steel, wood, water, flour, etc. (items that may be purchased from multiple vendors yet are considered the same basic thing or sold out of a general pool).
• Small patch/fix to the P&L for deposit types that are not attached to an invoice.

December 2009:
• Loan from Steve to adilas to keep it going.
• Added the wholesale cart builder permission and function. This allowed multi stock/units on a single invoice with a point and click interface. Max of 50 per invoice.
• Disabled the checkout buttons and options from inside the cart mode if the cart was in quote mode.
• Added the cross-corp sales permission. This is taking the wholesale cart builder and allowing a sale from one corp to another corp. Basically, sell from one and stock in unit in the other corp. Tie it all together.
• Tightened up the transition invoice dates and added a graphic to show what we called the “magic window” (transition period).
• Added options to add more than one customer and/or customer contacts to a shopping cart.
• Added a reoccurring invoice flag to the customer log and customer search results.
• Added a default salesperson per customer.
• Added two new time periods to the reoccurring invoices. They were quarterly and semi-annually.
• Added 2010 tax tables and settings.
 
Click to view time photos.
AU 1250 Daily Tasks 1/2/2009   • On the phone with Steve going over info and what is needed.
 
Click to view time photos.
AU 1251 Daily Tasks 1/5/2009   • Created a new logo and color scheme for a company. Posted on adilas and set up corp.
• Worked on balance sheet items and unit drill-down reports.
 
Click to view time photos.
AU 1252 Daily Tasks 1/6/2009   • Working on balance sheet numbers.
• Worked on inventory totals with or without internal parts tickets and outside repairs.
• On the phone with Steve about a company.
• Added new logo and color scheme for another company.
• Worked on balance sheet floorplan numbers.
 
Click to view time photos.
AU 1253 Daily Tasks 1/7/2009   • Worked on the unit inventory group reports.
• Finished up the inventory report drill-downs for balance sheet.
• Started working on floorplan drill-downs.
• On the phone with an associate about a problem with payroll.
• Also talked with Steve for over an hour on the phone. He landed a new client.
• Fixed the state unemployment problem for associate and posted all new files.
• Updated the PO and invoice line items with a date stamp.
• Pulled down a copy of the adilas database.
• Backed up some files and emailed some associates about the payroll change.
 
Click to view time photos.
AU 1254 Daily Tasks 1/8/2009   • Updating help files and testing pages.
• On the phone with an associate helping with payroll questions.
• Worked on grouped receivables look-back report.
 
Click to view time photos.
AU 1255 Daily Tasks 1/9/2009   • New logos for three companies. Posted files online.
• Added some content to check request documentation to the splits help file.
 
Click to view time photos.
AU 1256 Daily Tasks 1/10/2009   • Worked on grouped payables report for balance sheet drill-downs.
• Started working on the parts usage report and the cost calculation switch for parts inventory (current cost or average cost).
• On the phone with Steve going over how to use adilas persons who can help with set-up, phone time and other adilas projects.
• Posted files online and emailed Steve a quick update.
 
Click to view time photos.
AU 1257 Daily Tasks 1/12/2009   • Research on unused inventory types (rentals and labor/services).
• Worked on the parts usage page.
• Added a default net profit calc to the balance sheet.
• Posted files online.
 
Click to view time photos.
AU 1258 Daily Tasks 1/13/2009   • Emailing back and forth to Steve about balance sheet permissions.
• Added check requests to the payables homepage as a system balance sheet item and as a look-back report on the payables look-back report.
 
Click to view time photos.
AU 1259 Daily Tasks 1/14/2009   • Worked on viewing balance sheet items and add/edit sub items (line items).
• On the phone with Steve for over an hour talking about bugs, successes, progress and next steps.
 
Click to view time photos.
AU 1260 Daily Tasks 1/15/2009   • Working on the add/edit balance sheet subs or line items page.
• Added photo management for balance sheet items and posted files.
 
Click to view time photos.
AU 1261 Daily Tasks 1/16/2009   • Fixed a bug on the year end 1099 reports for an associate. Posted file and called them to let them know.
• Worked on balance sheet totals and calculations.
• Also changed some greater than or equals to, to plain greater than signs to help with balance sheet calculations. (>= to >.)
• Posted files online.
 
Click to view time photos.
AU 1262 Daily Tasks 1/17/2009   • Working on the balance sheet builder form.
• Brain-stormed on how to format and convert balance sheet info into desired format.
 
Click to view time photos.
AU 1263 Daily Tasks 1/19/2009   • Prep work on the balance sheet report.
• Steve came over and we had a meeting on balance sheet items and where we are going.
• Working on converting B.S. data (3 different types) into a single data structure for output.
• On the phone with Steve going over how to calculate balance sheet items and how to show the value.
• Added a new field to the database and posted some new files. 3-way conversion switch for the valve.
 
Click to view time photos.
AU 1264 Daily Tasks 1/20/2009   • Working on formatting the actual balance sheet.
• On the phone with Steve going over progress and new requests.
 
Click to view time photos.
AU 1265 Daily Tasks 1/21/2009   • Prep for adilas demo later today.
• Working on formatting the balance sheet output.
• Online demo for a contact.
• On the phone with a customer talking about web services and customer shopping carts.
• On the phone with Steve.
 
Click to view time photos.
AU 1266 Daily Tasks 1/22/2009   • Research on barcodes and barcode readers.
• Worked on formatting the balance sheet.
• Added some help files and posted the create new balance sheet search and report page.
• Actual balance sheet posted online.
 
Click to view time photos.
AU 1267 Daily Tasks 1/23/2009   • Worked on help files.
• Added the special code for Arkansas state tax calcs.
• Posted files and database tables.
 
Click to view time photos.
AU 1268 Daily Tasks 1/26/2009   • Went in to meet with Steve. Reviewed balance sheet stuff and balance sheet tick list. Brainstormed on user permissions (view only, location only, user only). Brainstormed on manufacturing and building kits. Talked about needs for additional customers and invoice tie-ins. 10 miles.
• Working on a balance sheet item for sold units but not paid for.
 
Click to view time photos.
AU 1274 Daily Ideas 1/26/2009   -On user permissions add three new permissions.
- View only
- User only
- Loc only (loc only would jump to a chooser page)
-On a per user basis – add possible location assignments.
-Invoices by department – this ties to the sales person and other salesperson. The users, in turn are assigned to departments.
-On the invoice profit reports, allow a department switch (conditional hidden fields) link back to users within those departments
-On parts add these new fields
- Tax categories
- Maybe qty management stuff (per loc)
- Bar code number
- RFID tag
- Show on web
- Maybe add a build tie-in
-Brainstorming on builds: build recipe - (conversion) build – background action (possible loop) – build report and details - Invoice. (Limit rollback to 1 step at a time), (inv goes down or raw (old) inv), (inv goes up on build inv (new))
-Some recipes will be done one at a time and some will be done in bulk.
-Build and sale (right now), or build and hold and sale later, or build and build and build and build (1-many) manufacturing.
-Built in extras
-Flex builds with check boxes
-What about blind builds
-Hidden line items
-On demand builds
-New tables per corp
-in cart mode, be able to add/edit line items from a recipe.
Need list for balance sheet:
- Floorplan drill-down
- Ties to e/r and deposit types (notifier)
- Sold but not paid for (include drill-down)
- Archiving
- Location specific
-On customers and vendors: multi tie-in for additional addresses and departments.
-On the add additional customer add the word “info” or something.
-Add a notes field on additional customers; include a look-up field to search the notes.
-On customers:
- What is the default tax category?
- What is the discount rate per customer?
- What is the customer type? (New dynamic user maintained list) – (See .xls files for a company)
 
Click to view time photos.
AU 1269 Daily Tasks 1/27/2009   • Working on the balance sheet drill-down report for sold but not paid (on units).
• Started working on the floorplan drill-down report.
• On the phone with Steve going over cash flow and outside help options.
• Posted files online.
 
Click to view time photos.
AU 1270 Daily Tasks 1/28/2009   • Working on small changes for the payroll pages.
• Added in the extra state and federal withholdings.
• Added both default pay period dates and session variables to help with calculating payroll.
 
Click to view time photos.
AU 1271 Daily Tasks 1/29/2009   • Posted new payroll files and submitted a new support ticket to Crystal Tech about a problem with FTPs.
• Worked on the balance sheet floorplan drill-down report.
 
Click to view time photos.
AU 1272 Daily Tasks 1/30/2009   • Adding application help files for balance sheet pages.
 
Click to view time photos.
AU 1273 Daily Tasks 1/31/2009   • Adding help files for balance sheet pages.