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Adilas.biz Developer's Notebook Report - 1/1/2012 to 1/31/2012 - (33)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 681		Daily Tasks	1/2/2012	• Emails and tech support. • New logo for a company. • Sent off email and logo for approval. • Spent time recording hours and updating this notebook.

	AU 703		Daily Ideas	1/2/2012	-We had a request to make the words make and model be dynamic for specific units (stock numbers). -We have also had request to tie units to part numbers like a rental process-type interface.

	AU 682		Daily Tasks	1/3/2012	• Phone calls and tech support. • Recording hours and updating notebooks.

	Adi 255		Report - Template/Dashboard for all corps	1/4/2012	Steve would like us to create a dashboard, template, or custom combo. Let the users decide what they want to see and use. Maybe setup some generic settings according to job type... global templates. This may be somewhat tied in with a concept called my favorite buttons and links. See elements of time #13 and # 412 for more details. They are not totally related but may end up being part of the same features and/or options. Basically, ways to customize the system per user or per industry. As a side note, Steve and Brandon worked on a mini version for the MMJ industry. It is contained in the custom code section under the file name: mmj_operations.cfm

	AU 683		Daily Tasks	1/4/2012	• New logo for a company. • Recording hours and updating notebooks. • Worked on the year end accomplishment list for 2011. Started tying some of the accomplishments.

	AU 704		Daily Ideas	1/4/2012	-Some of my greatest heroes (in the Book of Mormon) have recorded their stories. Just wondering – but does recording have anything to do with what we know or think about them? An interesting question. Note - record keeping is very important. -Different subject – think of an Indian arrowhead: a tool… a weapon… a piece of art, think how many small “chips” that requires. We need to do the same with our lives – thousands and thousands of little chips to end up with what we want.

	AU 684		Daily Tasks	1/5/2012	• On the phone with Steve. We talked about my recent meeting with a local CPA. We talked about flexibility, complex-ability, extendable platforms, our goals and vision, etc. We also talked a lot about a future business meeting to help get Steve the adilas files and pieces on his own laptop computer. That would help him see the data more clearly. Basically, he would come out to Utah for a couple of days to get files, software and some training. He would like to help in the development side of the application. We just need to keep going. We also spoke a little bit about taxes for adilas and how things will look after Steve flipped some of his money over to other people. I am okay with his direction and decision. I was kind of worried about it. I felt better after talking about that as a specific subject. • Emails and tech support. • Worked on and typed up the year-end accomplishment list for 2011.

	AU 685		Daily Tasks	1/6/2012	• Scanned and posted the accomplishments for 2011 to the adilas history gallery. • Sent a copy to Steve and others.

	AU 686		Daily Tasks	1/7/2012	• Working on PO exports to MS Excel. • Emails and tech support. • Posted a few new files for the PO main export.

	AU 687		Daily Tasks	1/9/2012	• Emails and tech support. • Rep checks.

	AU 688		Daily Tasks	1/10/2012	• On the phone with Steve going over ideas to help with a new my cart favorite button for a price tier group or sliding scale group. (See notes below or in red notebook) • Worked on PO line items being exported to Excel.

	AU 705		Daily Ideas	1/10/2012	Ideas from Steve on 1/10/12 – “Smart Groups” -Create the “grade” (dynamic group), define the variables, and allow any item to be attached to that (brought in). -Need corp-wide settings - as needed. -Names: grouped sliding smart grid or grouped smart grid or grouped pricing matrix or smart pricing grid or smart groups. -Set up the group, assign vars, everything follows the master pattern. -Button category or type – special. -Variables – any product may be assigned. Dynamic check list add and subtract from the group. -What about copying smart buttons. This could create a problem with later changes and updates. Maybe don’t allow that due to the fact it will complicate things. Or maybe yes on the copy. Maybe just show a small disclaimer about manual updates, must be done once the copy is made. -Master carries the patter or rules like price, tax category, price per, back into total, etc. -The big var is the quantity or weight – this needs to be tied to a matrix with verbiage. I know that conversions could be added to this but I’m skipping that for now. Keep it simple, maybe later. -Need custom verbiage to be appended or standalone (pre, after, or none, custom full replace) -Simple, simple, simple – trained monkey (to use and maintain). -We may need to use the calendar overlay (grid and boxes) to show different reports inside of adilas. This could be customer birthdays, expiration dates, income statement, sales, expense reports, balance sheet stuff, etc. Provide a calendar-type view for standard reports. Cool idea! More ideas for smart groups: -Two tables – one for quantity to pricing rules and one for button (group) to part numbers. -Have additional settings (other two tables) be on a separate page, for adding and searching. -Make sure and show the unit of measure for the grid portion. -What about browser caching and flash buttons and Java Script include files. Know issue on the client side. The browser may not recognize any changes. -New icon –sketches in red notebook. -The admin permission is needed to modify the rules and settings. If the user has view only permissions they will be able to see and use it but won’t be able to change or tweak it.

	AU 689		Daily Tasks	1/11/2012	• Exporting PO line items to Excel. • Added a small fix to the stock/units in inventory page. • Added a link and not about the difference between the basis (everything cost) and the standalone base price. • Started working on a new group button for my cart favorites. The group will be a sliding smart grid or variable pricing by quantity and/or weight. Came up with the name “smart groups”. • Small PO fix for dates and flip flopping between request and live quantities. This deals with date changes between the main and the line items date.

	AU 2232		Tech - My Cart Favorites & Smart Groups	1/11/2012	- Group smart pricing grid - Smart pricing grid - Smart pricing group - Smart tier - Group smart tier - Smart sliding grid - Smart tier pricing group - Tier pricing group - Smart group tier - Group tier - Smart groups *** - Tiered groups Fields from my cart favorites: New tables for smart group: Smart group assignment table: (See scans in photo gallery for 1/11/12)

	AU 690		Daily Tasks	1/12/2012	• Worked on the new group icon for the “smart groups” my cart favorites button. • Ran a special update to match up PO line item dates with the main received date. • Small email update to Steve. • Updated help files for exporting PO main values and PO line item values to MS Excel. • Updated the PO admin permission. • Worked on the smart groups. • Did some brainstorming and sketching out ideas. • Did some database design and working through things on paper. • On the phone with Steve setting goals for the smart groups. We decided not to go to the conversion level. We also talked about how the smart groups could eventually help us get to the level of doing build and hold (mini-manufacturing) of raw products to sell later on as different inventory. We also talked about how QuickBooks tries to catch things after the face or “managing the data stream” vs. doing it at the point of action (real time data mapping). • I made some other comments back on the page for 12/29/11 (in the red notebook) about my meeting with the CPA.

	AU 706		Daily Ideas	1/12/2012	-Just as an idea – what about a build and hold cart type that (able to use recipes, buttons, advanced add to cart) ends up being output as a PO (internal build) instead of a quote or an invoice. We have tons of cool features already built in to the shopping cart interface. -What about a PO cart – ordering – saving as a quote/request, etc. Duplicate the cart functions (in reverse) for orders and Po’s.

	AU 2233		Brainstorming & Tech - My Cart Favorites & Smart Groups	1/12/2012	My Cart favorites “smart groups” Things to try with these buttons: 1. All three group types 2. Nest group types 3. Add a group and don’t have any assignments to the group 4. Create one group type… then change the group type 5. Try using an enter sign (return key) or the quantity fields 6. Try different browsers 7. Delete an assignment 8. Inactivate an assignment 9. Change a rule 10. Try a group (smart group) without any rules 11. Try a smart group without any assignments 12. Try to copy a smart group button 13. Try to edit a smart group w/ & w/o the correct permission 14. What about a smart button that has one or more other buttons assigned to it as a group… hybrid… button group plus smart grid My cart favorites URL – params (See scans in photo gallery for 1/12/12) New tables for the smart groups (continued): (See scans in photo gallery for 1/12/12) Rules: how things play • Don’t allow dup assignments (parts to groups) • Don’t allow gaps in the rules (start and end ranges) • All ranges need to start at 0 and end at 99,999,999.99999 -Use 0 for total price (back into value) 1=price is really per… simple multiplication -Use 1 for let the underlying part number control the tax category. Otherwise it will force the tax category to this master id. In the future… this same scaling feature may be used in a build and hold type feature (mini manufacturing and on the internal build PO side). There is also a future option to do conversions. Range, show 10 right off the bat, use java script to help show the next level… lock the entry points and only show the ending values. Do the math (according to decimal point accuracy… corp wide setting) and add either a .01, .001, .0001, or .00001 to the next starting value. Rules (how things play) = sliding scale, pricing matrix, settings Assignments (who gets to play) = items or part numbers that are assigned to the group, include the quantity on hand when in the grid…

	AU 691		Daily Tasks	1/14/2012	• Customer migration for a company.

	AU 692		Daily Tasks	1/16/2012	• Bank work. • On the phone with Steve gong over things. They (he and his brother) are busy setting up a new store.

	AU 693		Daily Tasks	1/17/2012	• Research on disabling the enter keys for credit card stuff. • Added some Java Script to help stop the use of an enter key. • My cart favorites – smart group buttons. • On the phone with Steve for half an hour going over smart groups and merchant processing stuff. We also talked some rep stuff and basic game plan.

	AU 707		Daily Ideas	1/17/2012	-We may need a new permission to limit the edit options from inside a cart. This same permission may be just a level deeper. AKA – a hidden edit mode. It is still there, just hidden.

	AU 2234		Brainstorming & Tech - My Cart Favorites & Smart Groups	1/17/2012	My cart favorites – Smart Groups Continued: -Help the users know what is needed by way of rules and assignments. • Messages, prompts, notes, hints, etc. • Help them know how to play the game. Other things to test or try (continued) 15. What does the page look like in edit more (meaning the smart group matrix) 16. What about multiple categories and showing the smart groups in the main my cart favorite page a. The bulk sort b. The view/other c. The admin-manage rules & assignments 17. Try to trick the rules by adding random, skipping, undoing previous, and trying to trick the system 18. Try using all of the settings as a “view only” user Current advanced grid layout: Button/Qty./Item/Quantity/Price/Price Setting/Description/Tax Category Possible smart group matrix or grid… AKA “group assignments” Qty/Item/Price/Quantity/U of M/Description/Link(s) At bottom include a double submit button process; link to view cust, link to advanced add to cart

	AU 694		Daily Tasks	1/18/2012	• Working on the smart group options for my cart favorites. Mostly display logic and basic my cart favorite stuff. • Started working on the guts or internal logic for the smart groups. • Also did some tech support and dealing with duplicate credit card transactions.

	AU 2235		Brainstorming & Tech - My Cart Favorites & Smart Groups	1/18/2012	My cart favorites – smart groups (continued): Possible smart group “rules”: Range from/Range to/ Price/Price setting/Add to Description/Description Placement/Tax Category Possible layout for all smart groups: Button/Category/Group/Customer Type/Sort/Link(s) How am I going to show the rules “how” to play and the assignments “who” gets to play? (See scans in photo gallery for 1/18/12) (Maybe either show or have a button that goes to a separate search page. Maybe the photo search page.)

	AU 695		Daily Tasks	1/19/2012	• On the phone with Steve going over shopping carts and credit card transactions. We also talked about split payments and cart flow logic. There was a problem with users doing things in the cart and then duplicating or not closing the carts. We also talked about some other potential stops of holes with the void invoice and clear cart processes (with credit card payments). • Updated a couple of help files. • Started working on a special merchant credit card clean-up page for the shopping cart. This deals with a user clearing the cart and merchant transactions still hanging out in the wind (un-closed transactions and no record of them).

	AU 696		Daily Tasks	1/23/2012	• Basic bank work. • Added a fake or pseudo invoice number for all shipping cart transactions. This should help with duplicate transactions being sent to the gateway. • Working on voiding invoices and clearing carts with valid merchant transactions.

	AU 697		Daily Tasks	1/24/2012	• New logo for a customer. • Worked on a credit card multi void logic for clearing the shopping cart.

	AU 698		Daily Tasks	1/25/2012	• Working on the multi credit card void logic for the shopping cart. • Added options to process and pass all cart clear actions to the multi payments and secure payment pages. • Added some credit card warning messages when voiding an invoice. • Posted files online and did some light testing.

	AU 699		Daily Tasks	1/26/2012	• Working on my cart favorites. • Starting on smart group buttons. Working on rules and assignments. • Emails and tech support. • Setup a new email address of a customer.

	AU 708		Daily Ideas	1/26/2012	-We had some requests to be able to show/hide individual stock/units on the web (general customer side). Along with that, we also had requests for what prices to show and show/hide settings (on price) per stock/unit. -We need to provide tax forms if we truly want to push our payroll section further. We need W-2’s, 1099’s, Quarterly unemployment and Quarterly 941 forms. Also by way of a note – some of these forms need to be approved by the government. Plan some extra time for approvals and submitting.

	AU 700		Daily Tasks	1/28/2012	• Emails and tech support. • Worked on smart group logic and buttons. • Went to Bear Lake to work with a company’s website. Most of the day was spent doing some consulting and helping to point them in a good direction. 90 miles.

	AU 701		Daily Tasks	1/30/2012	• Working on the smart group rules and how to add and display them. • Went in to town to the Logan airport to pick-up Steve. Got him checked in to his hotel and did a late lunch. I then took him out to meet my folks and my family. 40 miles. • Went back in to town and then back to take Steve back to his hotel. We also worked at my home doing some brainstorming and working on bringing up a new laptop computer for Steve. 30 miles.

	AU 702		Daily Tasks	1/31/2012	• Working on Steve’s new laptop. Installed MySQL, ColdFusion 9, ColdFusion Builder, etc. • Went in to town to work with Steve at his hotel. We chatted and did some training on HTML code and some ColdFusion code. We did a basic overview. 30 miles. • Late night – full database download via FTP. Almost 2 GB (1.97).

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