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Adilas.biz Developer's Notebook Report - 10/1/2012 to 10/31/2012 - (34)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 933		Daily Tasks	10/1/2012	• Emails and tech support. • Sent an element of time (tick list item) about internal cost corrections. • Working on showing barcodes for my cart favorites. • Working on the cart quick search results page.

	AU 957		Daily Ideas	10/1/2012	-Title line for invoices corp-wide – open field for whatever branding is needed on the top of the invoice. This may be a great spot to put dynamic sub invoice type. No special dates or history, just an option to classify the invoices. Another word might be “Invoice Classifications”. Maybe something like a mix between a corp-wide stetting for what the default is and a dynamic list per corporation; think it out a little more before we just add it in to the mix. -Known issues: unlimited parts with costs, special line items on PO’s, sales tax, collected fees, payroll taxes and withholdings, special fees due to different entities, PO’s with pre-payment or transit options, normal pre-payments on any items (invoices, PO’s, E/R’s, etc.), customer credits, gift cards, watchers and feeders, second half of a balance sheet E/R or balance sheet deposit, dates way in the future and in the distant past, disconnects between main and line items. -On E/R advanced line item search – we need to be able to group expense types.

	AU 934		Daily Tasks	10/2/2012	• Cart quick search logic and new multi-source search results page.

	AU 935		Daily Tasks	10/3/2012	• Phone calls and tech support. • Working on the results page for the mixed sources. Barcodes, my cart favorites, flex grid tie-ins, recipe/builds, and general parts all on one page. • Working on barcode search logic. • Added a redirect to the parts detail page if a perfect barcode match is found. This deals with the corp-wide setting called “barcode quick cart”. If turned on, auto adds one to the cart; if turned off, then goes right to the part’s detail page. • On the phone with Steve discussing ideas and user interface options, that should be coming soon. • Added a quantity to the part details page.

	AU 936		Daily Tasks	10/4/2012	• Working on expanding the product finder (part quantities per location) functions and options. Added four digit years to all edit pages for invoices, PO’s, deposits, and expense/receipts. (The two digit year sometimes hides a problem with the dates.) • Added the product finder to the parts usage history page. • On the phone with Steve and another group going over a project they call “live menu”. We talked about a number of solutions and ended up leaning in a “they build it and we feed it” type scenario. • Then spoke with Steve for a while afterwards about monies and our game plan. We also discussed quite a bit concerning invoice classifications and doing a cross between a corp-wide setting and a stand-alone dynamic one-to-many per corporation.

	AU 958		Daily Ideas	10/4/2012	-On visual homepages – show links to related YouTube videos and related permissions that deal with that section. (Teach people – not subjects.) -On permissions – maybe add an application type to help people know what it what. It would be cool to have a bulk employee/permission tool. It would also be cool to be able to apply a soft copy of one user’s permissions to another user.

	AU 937		Daily Tasks	10/5/2012	• Working on the part usage history page. • Added the vendor and customer names to the usage output. • Started working on the responder functions and actions for exact barcode searches and matches. • Discussed with customer concerning customer search options. • Tech support. • On the phone with Steve going over monies and new and upcoming options and plans.

	AU 938		Daily Tasks	10/6/2012	• Working on barcode search results and responder functions.

	AU 959		Daily Ideas	10/6/2012	-We had a request to merge (just for reports) main customers and customer logs. We need to be able to queue up a “call list” and then rotate through it (basic call center business). We also need sort options to show old logs first. We also had request to be able to virtually drop off (negative or not search) logs. Ex: I want everything except for “not interested”. Then it would contain notes without “not interested”, an exclude search option. -We need to store income statement settings as corp wide settings. See the advanced_income_statement.efm page for all of the settings. -Maybe a “not interested” and “interested” customer log types. It might be cool to be able to select/de-select log types as filters. -On permissions – it might be cool to show an application type (system player type) per permission. It may also by cool to show in the map mode where permissions place into the puzzle. -On voiding an invoice – try to loop and void any open credit card payments. Currently it is a manual process, it would be nice to automate whatever is possible and then return and report (yes, no, etc.) -On customer credits – it would be great to tie in customer credits and gift cards together, very similar logic. -On customer payments – the apply multiple payments may need an option for, apply extra as change due or as credit.

	AU 939		Daily Tasks	10/8/2012	• On the phone discussing an outstanding invoice for the tax prep that was done. (We had emailed them and then never heard back. I wanted to make sure things were taken care of, due to a thought I had. After the phone call I sent a follow up email to their new email address.) • Worked on an Excel file that contained all of the alilas.biz domain names. • On the phone going over a support ticket issue. (I had requested a normal server reboot and the email came back implying that a full system restore from two days ago was done. My heart dropped… I quickly called support and stayed on the line until I was okay with where things were at, kind of scary.) • Emails, phone calls and tech support. • Sent a list of domain names to Steve for his approval. • More work on the mixed barcode search and responder section.

	AU 960		Daily Ideas	10/8/2012	-Index dates inside of adilas – this might speed up searches. -Branding – operational tracking application that is able to go clear to the accounting level. -Dash boards and operational pages, eye candy, buttons, quick links, graphs, interactive navigation.

	AU 940		Daily Tasks	10/9/2012	• On the phone with Steve going over our game plan. We talked about navigation, favorite links, eCommerce, reps, training and money flow. (Things are tight right now and the direction is not completely clear.) • Working on the mixed barcode search results page. • On the phone for an hour with a customer going over payables, PO’s, E/R’s, and recipe/builds. • Working on the mixed barcode search results page. • Finished up and launched some 60+ files. • Did some light testing.

	AU 941		Daily Tasks	10/10/2012	• On the phone with a customer going over their floor-plan. • Finishing up the final sign-offs from the previous day (mixed source barcodes). • Worked on payables and bills. • Renewed a couple domain names. • Signing off on code. • Quick call with Steve concerning money. • Worked on help files for barcodes.

	AU 961		Daily Ideas	10/10/2012	-Some of our pressure comes from painting a good base or foundation. People can see the vision of where we are going but they want us to be there right now; all in good time. This vision is a mixed blessing but we’ll take it. -I need to retrace the floor-plan logic. I was on the phone with a customer and did not remember the exact flow. And new title accounts (for sold items) did not show up where I expected them to show up.

	AU 942		Daily Tasks	10/11/2012	• Emails, phone calls, tech support. • Working on help files.

	AU 943		Daily Tasks	10/12/2012	• Bank work and help files. • Emails and tech support. • On the phone with a customer talking about voiding invoices with credit card payments and dealing with customer credits and eventually customer gift cards.

	AU 944		Daily Tasks	10/15/2012	• Help files for barcodes.

	AU 945		Daily Tasks	10/18/2012	• Emails and responding to tech support questions. • New logo and colors for customer. • Copy and pasting merchant account settings for a customer. • Tech support for a sales tax balance sheet issue for another customer. • Online pulling reports and testing things. • Working on a patient migration for a customer.

	Adi 556		Balance Sheet - Problem Report	10/19/2012	There is a need for a report that shows the payments on the deposits and checks the invoice. I have found quite a few deposits that the invoice has been deleted and the deposit still shows the full payment.

	AU 946		Daily Tasks	10/19/2012	• Finished up patient migration for a customer and created an invoice for them. • Help files for barcodes. • Prep for an email update.

	AU 947		Daily Tasks	10/20/2012	• Bank work. • Recording hours and doing an update. • Writing an update email.

	AU 962		Daily Ideas	10/20/2012	-On updates – we need to make them look better and add some graphics and eye candy. We also need them to be available and searchable, we created elements of time for that purpose. Maybe it is actually time to use it as it was designed. - Clean up domain names on the main adilas.biz server. We had a ton of them, but we let a bunch expire and roll over, we just need to do some clean-up.

	AU 948		Daily Tasks	10/22/2012	• On the phone with Steve going over a number of questions and options. We talked about making the barcodes on buttons ever smarter based on the customer type and who is assigned to the cart. Also discussed some balance sheet items and the need to show the known issues. Talked about elements of time and how future calendar overlays will play in to the mix. Great conversation! • Small page tweaks: -Added a four digit year to all printable PO’s, expense/receipts, invoices and deposits. -Added the corporation name and address to the paycheck stubs. -Added a secondary barcode and customer type search to my cart favorite buttons. (This allows for a single button to be coded with the same barcode (general) and the system will try to match the customer type ups; pretty creative, kind of a hybrid between cart favorite buttons and searchable barcodes for different customer types.) -Added my cart favorite buttons to the view part details page. • Posting files and testing pages online.

	AU 949		Daily Tasks	10/23/2012	• Help files. • On the phone with Steve telling him about barcode search options and the secondary customer type filter for my cart favorites. • Small tweak to how the add/edit flex grid page responds. (It used to show a success message. Now it just reroutes you back to the main tie-in. Hopefully that helps save a step or two.) • Adding quick reference quantities to the parts usage page with drill-downs to the advanced search results. • Started to add part number drill-downs to advanced PO and advanced invoice line item searches.

	AU 950		Daily Tasks	10/24/2012	• Adding part number drill-downs to the advanced PO and the advanced invoice line item searches. • Tech support. • Prep and research on the content server. • Worked on some new changes to help the photo management section. • Added photo counters, stats, helps and a preview image. • Working on the balance sheet photo management.

	Adi 565		Customers - Add a flag field	10/25/2012	Got a call from Bill in Pagosa Springs... He wanted to know if he could control the font color for certain customers. I told him no. After talking for awhile, I suggested that we add a "flag" field to the customers table. Anything that gets added to the flag field would then show up in red (possibly on multiple pages if a customer id is known). We would need to allow this field to be editable (even by it self). It would need to show-up in the shopping cart, during checkout, in the queue, in the my cart favorites, and all of the normal customer pages (log, add/edit, history, gallery, basic search, and advanced search). Anyways, a great idea!

	AU 951		Daily Tasks	10/25/2012	• Small page tweaks for Steve. • Added the average age to customer page. Involved some looping, conversions and light math. • Working the photo management changes. • Emails and tech support. • Photo management for expense/receipts, invoices and PO’s.

	AU 952		Daily Tasks	10/26/2012	• Photo management changes for parts, stock/units and customers. • Worked on a graphic to help with images.

	AU 963		Daily Ideas	10/26/2012	-We had a request to show receivables grouped by location. This could be as easy as a layer that drills-down to the current receivables reports or it could be a full-on new look and new group. -On the customer table – add a “flag” field and show all values in red. Show in the cart, on check out, in queue, in my cart favorites, normal customer and advanced searches.

	AU 953		Daily Tasks	10/27/2012	• Working on the photo/scan image and help graphic. • Worked on the help file for photos.

	AU 954		Daily Tasks	10/29/2012	• Buyers order (PDF) for a customer. • Emails and tech support. • Reading an email between Steve and a potential customer interested in checking out the adilas services and had a question about creating a custom GUI (Graphic User Interface). This spawned an idea about allowing corporations to make and create their own graphical interface. We would then help them do a custom mapping or link overlay to add the functionality. (See elements of time #20 for an email sent to Steve.) • More ideas related to a custom GUI. • Working on the 2-step buyers order process for a customer.

	AU 964		Daily Ideas	10/29/2012	-What about allowing a graphic designer to create a custom home page for each corporation. It could have their look and feel, their exact verbiage, buttons, links, pre-built searches, reports, etc. If the companies did not have a designer we could sell that as a service; basically a custom image map. -What if we took the custom image map even further, what about a custom flash movie (interactive) image map or menu system. That could really extend things.

	AU 955		Daily Tasks	10/30/2012	• Working on buyers order for a customer. Posted the first round online and left a message for them. • Photo management help files. • Tech support for customers. • On the phone with Steve going over current needs. We talked about three main topics which were: the content server, eCommerce, and a graphical interface option(s). The GUI ideas are starting to grow and expand. It will be interesting to see where it ends up. We have a good plan it just comes back to time and money to make it happen.

	AU 956		Daily Tasks	10/31/2012	• Small adjustment on the split receipt and split deposit page. • Tech support items. • Working on the custom mapping for the buyer order document. (After a while it finally started coming together and making sense.) • Posted files online. • Invoiced and sent an email to a customer.

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