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Adilas.biz Developer's Notebook Report - 10/1/2008 to 10/31/2008 - (34)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 2631 |
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Daily Tasks | 10/1/2008 |
• Small code change so that Google map button would work for a client’s site. • Added new main section images and Flash movies for donate, volunteer, and join. Posted files. • Worked on documentation of text file variables. |
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AU 2656 |
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Daily Ideas | 10/1/2008 |
On adjustment PO’s need real prices to be recorded: - Receive payments - Statements - Receivables by customer - Payables by vendor/payee - PO request - Payroll Java Script on totals - End of the year stuff - Check REI’s of Payables – back out - Balance sheet items - Add the keyword “Home” to quick search - On part count = use PO’s and invoices to keep track of counts only update counts when used (on demand) counting. Changed to a PO and invoice date per line items. - Change parts to part_id in the background. - Customer based discount (invoices) - Customer based default tax category (invoices) - Migrate customers for a client - Don’t allow splits on a single expense/receipt (no double ups on single pmt) - Clean-up invoices - Fix PO’s and adjustment PO’s to show real cost - Add pagination buttons – next and prev |
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AU 2632 |
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Daily Tasks | 10/2/2008 |
• Last minute changes for a client site. Added a podcast button, replaced some text, changed the graphic and changed the Google map it link. Posted files. Invoiced for 70.5 hours. • Went in to work with Steve on adilas stuff. We did some brainstorming on tons of different things. Talked about balance sheet, statements, grouped payables, grouped receivables, and others. 10 miles. • Worked on a client’s calculations and Java Script. |
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AU 2633 |
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Daily Tasks | 10/3/2008 |
• Responded to a client out in Texas with some email questions. • Went in to Steve’s house to help him with taxes. 10 miles. |
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AU 2634 |
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Daily Tasks | 10/6/2008 |
• Working on Java Script for a client’s evaluations. Posted files online. Invoiced for 4 hours. • Fixed an error on the verify bank report. • Small layout changes and tightening things up. • Worked on a new grouped customer receivables report. |
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AU 2657 |
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Daily Ideas | 10/6/2008 |
Receivables by group - Goal – pull back amounts owed per customer - Sort – invoice type id – businesses first, individuals second - Customer inv count – inv amount current, over 30, over 60, over 90, total amt - Get invoice #’s, amounts, and customer id then group by customer – loop over this |
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AU 2635 |
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Daily Tasks | 10/8/2008 |
• Working on receivables and brainstorming on statements. • Worked on invoice code to switch between receivable and non-receivable. • Worked on invoice drill-down report for receivables. |
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AU 2636 |
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Daily Tasks | 10/9/2008 |
• Writing an email to Steve about legacy issues and doing custom work. We need to focus on filling the major pot holes first before we get way out on the limbs. • Worked on receivables drill-down pages and report. • Started working on the apply invoice payments page. |
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AU 2658 |
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Daily Ideas | 10/9/2008 |
Things that are needed for receivables: (dealing with mark as receivable field) - Be able to void an invoice – mark as not a receivable - Add a payment check when creating - Add a check when adding or editing a payment - The mark_as_receivable field is handled behind the scenes - The manual override is the all monies check box Questions: - What is the difference between what is owed (over time) and what has been purchased (over time)? - Do we want to need a different report or do we keep it the way it is? -No dates – what is still required and how flexible does it need to be? - How does the drill-down tie into statements? - Invoices – are they limited to a single statement or may they keep rolling forward if needed? I would imagine that they would be able to keep rolling. - On a statement, I would imagine that the customer would like to see all activity not just what is owed - Statement should be from start date to end date plus carry old outstanding items and show aging. Just totals. - Sketch in notebook: previous balance, new charges/invoices, payments made, new balance, amount due, due date, finance amount, first line will be previous balance |
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AU 2637 |
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Daily Tasks | 10/10/2008 | • Research on Java Script. | |
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AU 2638 |
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Daily Tasks | 10/11/2008 |
• Working on a check request conversion process for an associate. Posted files online. • Working on apply payments page. • Adding Java Script to help with math calcs. |
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AU 2639 |
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Daily Tasks | 10/13/2008 |
• Working on Java Script calculations. • Working on the actions page for multi payments. • Finished up the apply payments section. |
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AU 2410 |
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Tech & Brainstorming - Statements | 10/14/2008 |
Tech – Statement Tables & Notes on Statements Statements Table Statement Line Items Table Statement History Table (Please see scan in photo gallery) Statement Page Layouts (Please see scans in photo gallery) Statements: From statement homepage: - Search statements - similar to other homepages one month default o Single by id o By customer o By date range - Add new - Show report results - Show drill-downs and history - Need an add section (main) o This could get really tricky due to the fact that many of the main items are subjects of the line items (all the totals) o Might need a re-calc button for report totals - Need an edit section (main) - Could add some validation to the printable where the main and the line items need to match before it will allow them to pass - Need a save as pdf link or button - Need an add/edit line items section |
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AU 2640 |
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Daily Tasks | 10/14/2008 |
• Brainstorming on statements. • Added three new tables to the database. • More brainstorming on statements. • On the phone with Steve going over business and where we need to go. We are making some progress. • Posted the Flash banner for a customer online. Sent an email update. |
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AU 2411 |
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Brainstorming - Statements Homepage | 10/15/2008 |
On Statements Homepage: - Stmt # - Customer - Flag - Date - Due date - Created by - Amount due Steps to add a new statement: 1. Choose a customer 2. Choose a date range 3. Show results 4. Grab two different record sets a. From wan in the past to start of date range (one day before) b. Grab full range from start to end date c. Do the math to get the totals |
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AU 2641 |
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Daily Tasks | 10/15/2008 |
• On the phone with Steve going over convert to check request function. • Worked on a small fix and flow to help solve problem. • Worked on statements, added new sort values, page show caps, and new pagination options for inventory reports. • Added the key word “home” to all the quick search menus. Other changes. • Posted files and updated help files. |
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AU 2642 |
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Daily Tasks | 10/16/2008 | • Working on statements and special pagination. | |
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AU 2643 |
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Daily Tasks | 10/17/2008 |
• Created a new icon for the adilas web site. • Worked on pagination and added next and previous buttons. • Worked on the statement pages. |
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AU 2644 |
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Daily Tasks | 10/18/2008 |
• Working and brainstorming on statements and flow. • Thinking about a four step process on the add mode. |
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AU 2645 |
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Daily Tasks | 10/20/2008 |
• Working on statements and the add/edit page. • Worked on layout Java Script for the statements. |
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AU 2646 |
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Daily Tasks | 10/21/2008 |
• Posting files online for apply payments, grouped customer receivables, pagination and statements. • Updated help files, testing, and working on the statement builder page. • Finished up the statement stuff. • Posted files online. |
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AU 2647 |
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Daily Tasks | 10/22/2008 |
• Finished up statement help files. • Sent an email update to Steve and associates. Also called a client. • Spent time checking ColdFusion server timeouts. • Checking page calcs and signing off. • Created a special app reset history page and posted files online. |
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AU 2648 |
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Daily Tasks | 10/23/2008 |
• Testing and checking page code. • Added Java Script on the build sales deposit page. • Worked on other Java Script page fixes. |
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AU 2649 |
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Daily Tasks | 10/24/2008 |
• Added some local calculations on the payroll pages. • Prep for meeting with an attorney for adilas stuff. • Went in to meet with the attorney about adilas stuff. Great meeting. Great idea about allowing our users to do their own back-up on the data. 10 miles. • Recapping the meeting notes and emailing Steve the highlights. |
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AU 2659 |
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Daily Ideas | 10/24/2008 |
Questions for the attorney: 1. We are providing a service – what do we need to do to protect ourselves? 2. We want to help our users know that we provide the tool and they provide the work, data, and time. 3. We don’t want to be responsible for their data and numbers. 4. Somewhat of an as is application. 5. If they don’t like the service – don’t pay us. 6. What if users want to share data between corps? How do we allow it without putting our necks out? 7. How do we protect ourselves from law suits? 8. How do we protect our investment and time? What about processes and someone trying to reverse engineer our application? 9. We want to have protection but want it very simple. Is it better to have no protections or tons of protection? What about the middle ground? 10. What happens if we provide consulting and advice? Does that change anything? 11. Some of our clients want some sort of agreement that we will be around for years to come. How do we deal with that? 12. We use a commercial web host – our deal is the application and the code. The commercial host deals with the hardware, server, data lines, virus protection, etc. Do we need to define lines between us and them or does that expose us more? Notes: - Insurance is better than an agreement - Even if going out of business – guarantee data - Operating agreement – change internally - Check with Crystal Tech – on data loss, who is responsible - Get insurance - Disclaim liability for forms and usage - Month’s notice to unsubscribe – at end of month shut them off and assume they have their data - Provide tools to pull down data into Excel, download their own back-up - Consulting on finance advice – disclaim accountant and tax advisors - Recommend that an outside accountant look over the data |
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AU 2650 |
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Daily Tasks | 10/25/2008 |
• Research on cfcontent tag – ability to generate non html content like MS Excel or MS Word files. Small fixes. • Changed the permission on statements from admin to basic and added salesperson as a sort option for unit sold reports. • Worked on adding a tie-in on statements for additional customers that were tied to invoices that are returned. • Posted files online. |
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AU 2651 |
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Daily Tasks | 10/27/2008 |
• Checking page code. • Added a new printable report for payments being made. • Went in to meet with Steve for lunch. Talked about updates and where we are going. Also talked about issues and legal stuff. Went over notes from meeting with the attorney. We also talked about an associate and how to best use him on set-ups. 10 miles. • On the phone with my dad going over ideas for his place of work. • Checked out Google docs. |
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AU 2660 |
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Daily Ideas | 10/27/2008 | -On data backup – make it a choose (check boxes) to show what will be returned similar to a special search page. | |
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AU 2652 |
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Daily Tasks | 10/28/2008 |
• Monitoring the ColdFusion server. • Phone calls to a client, add the due date to splits and worked on a grouped payables report. • Added a running bank balance to the top of the payables page. • Posted files online. • On the phone with Steve. Balance sheet is next. |
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AU 2412 |
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Brainstorming - Main Balance Sheet Ideas | 10/29/2008 |
Main Balance Sheet Items Ideas: - Owed vs. owned – including quasi deals (on their way – caught in the middle or becoming something) - Something like a stock # or a balance sheet item - Multi cross check – dynamic - New model (where is it really at) - Classic model - Dynamic naming, grouping, and types - Sort order of items, numbers, accounts - Dynamic over time - Monitors, flaggers, and watchers (on demand as things change, not every day just because it has to have a reason to record data) - Pre-calculated totals – speed or reports - Minimum duality (at least two items or accounts) - Assets, Liabilities, Shareholder Equity or (owned, owed, invested, ownership, debt, invested)? - Maybe use invoices, deposits, and expense/receipts as subs of the balance sheet item. What this means is the balance sheet item becomes the master and the sub (inv, dep, e/r’s) need to be fully satisfied (main and line items and payment) - See mini-notebook (brainstorming on a walk) - Deposits = E/R’s + Cash - Keep it simple - Mode of accounting: o Operations – do it (opps) and the system prompts for action (b.s.) o Accounting – do the action (b.s.) side then the operations side |
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AU 2653 |
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Daily Tasks | 10/29/2008 |
• Updates and letting people know about new changes. • Brainstorming on balance sheet stuff. • Working on a new flash banner for a client. |
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AU 2654 |
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Daily Tasks | 10/30/2008 |
• Problems with ColdFusion server. • On the phone with Steve. • Disabled inventory pages on adilas and Steve’s company’s website. • Emailed Crystal Tech to let them know. • Went in to lunch to meet with Steve. • Brainstormed on balance sheet items. 10 miles. • Working on expense totals report. |
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AU 2413 |
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Note - Expense Totals | 10/31/2008 |
Expense Totals Currently: - Account Type - Location - Verified - Pending - Total Two main criteria: - Type: (All, All P&L, All BS) single - Loc: All, single Possible output options: (Please see scan in photo gallery) |
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AU 2655 |
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Daily Tasks | 10/31/2008 |
• Finished up the expense and deposit type reports. • Started working on inventory pages (load balancing). • Migrating non mission critical request to a new server adilaswebservices.biz (Steve’s old company server). |
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