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Adilas.biz Developer's Notebook Report - 11/1/2010 to 11/30/2010 - (35)
Photos
Time Id Color Title/Caption Start Date   Notes
Click to view time photos.
AU 284 Daily Tasks 11/1/2010   • Working on domain names. Purchased a number of new domain names that deal with 3D and touch screen stuff. Pointed the domains to the correct server.
• Working on the dedicated server stuff.
• On the phone with tech trying to resolve some issues. Other clean-up stuff.
• On the phone with Steve going over progress and needs. Steve is super busy.
• Spent some time combing over photos on old and new server. Ended up copying and pasting tons of images to the right places. This was a small migration hole.
• On the phone with a tech person going over passwords, ftp, over SSL, etc.
 
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AU 285 Daily Tasks 11/2/2010   • Fixing adilas passwords on the remote server.
• Quick surgery for the update inventory counts page. Added a barcode filter to the page.
• Did some research on opening a cash drawer from the web.
• Working with tech support on DNS (domain name servers) and getting everything pointed in the right direction.
• Had some problems with ColdFusion being able to point the save as pdf files to the correct location. Ended up switching things to the IP address instead.
• Moved domain names to the adilas.biz server. Ran in to another domain related error. It (slash “I”) ended up shutting down the system from 6:00ish to 8:30ish. Oops!
• More phone time with tech support.
• Working on site files and code tick list.
• On the phone with Steve going over the day (including shutting things down for hours) and where things are headed.
• Posted some new files online.
 
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AU 286 Daily Tasks 11/3/2010   • On the phone with Steve going over conversions and what is needed for the interface level.
• Small fix for a company. Added a vendor filter and quick switcher field for update PO’s.
• Testing and checking settings on almost all 100+ domain names for adilasuniversity.biz.
• Brainstorming on flow for incoming PO’s, new dates, order status, PO splits and chaining.
• On the phone with Steve going over our days. I asked him about some of the PO scenarios and he told me about his day. Part of his day was talking with and dealing with a guy who is a systems guy and has tons of experience with hardware and systems.
• At the end of the day, I did some more work on PO’s and how they flow.
 
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AU 2172 Tech - PO's & Tracking Order Status Tables 11/3/2010   Sample #1:
1. Request a price quote for 4 items… Normal PO process. Not yet received and no order status. PO type needs to be a request.
a. Get the quote… This has nothing to do with the system but does have an element of time to it.
2. Decide to order all four items… Still not yet received. Order status switches to “Ordered”. A flag gets set for what was ordered; need an actual order date, need a ship date, need to be able to print and save as pdf as if received even though not yet received. May need to record order #.
3. Track it while ordered… Search for what was ordered flag. Check for ordered status (still on order) or received status and an order date before the search date and the received date after the search date.
4. Get full ticket… change the order status to “Received”. Change PO received to
PO #71, Sample XYZ Vendor, Richmond Location
Format: # - Qty x Cost = Extended – Part
1. 2 x 30 = 60 – item 1
2. 4 x 10 = 40 – item 2
3. 2 x 75 = 150 – item 3
4. 1 x 50 = 50 – item 4
PO Payment Table:
- Corp
- PO Num
- E/R #
- Payment date
- Payment amount
- Status
Store & Location Table:
- Corp
- Store id
- Name
- Initials
- Status
Vendor Table:
- Payee id
- Corp
- Biz name
- First name
- Last name
- Status
PO Line Item Table:
- Corp
- Store
- PO Num
- Part id
- Part #
- Vendor
- Description
- Qty
- Cost
- Extended cost
- Line status
- Item date
- Show/hide
- Req qty
- Rounding error
PO Table:
- Corp
- Store
- PO Num
- Vendor
- PO date
- PO amount
- PO received
- Received date
- Notes
- External invoice # (was previously order)
- Order Status
- Order date
- Verified
- Verified date
- Paid
- Paid date
- PO type id
- Was request
- Ship date
- Due date
Parts Table:
- Part id
- Corp
- Part #
- Vendor
- Cost
- Description
- Price
- Unit of measure
- Reference
- Category
- Status
- Use mark-up, mark-up value
- Tax category
- Web
 
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AU 287 Daily Tasks 11/4/2010   • Writing and recording hours in the master notebook.
• Small email change for a company. Changed email form submission to an individual and took others off of the list. Posted files online.
• Brainstorming on PO flow and order status options.
• On the phone with Steve. We talked about tons of different stuff. A kid up in Denver gave him the idea to add a link right from the default thumbnail to the add/edit photos page, great idea! We also talked about some additions for the advanced add to cart page. We also were talking about setting up personal preferences and my favorites for adding items to cart. This would be a special user-maintained menu to help speed up the part searches. This would be really cool if it could play into a PO reverse shopping cart as well.
• Worked on the advanced add to cart page. Added a total dollar value that allows that price per to be refigured as a reverse math function.
• Posted files online and tested.
 
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AU 2173 PO's & Tracking Order Status Continued 11/4/2010   PO’s & Tracking Order Status Continued:
- What about changing up the entire create PO process? Some of our customers have requested a reverse shopping cart type feature.
- Random thought – customer vs. vendors – they both have very similar processes. The biggest difference is what side of the fence are they on… Are we selling to them or are they selling to us? Duplicate the processes on either side…
- Change is good if it will help improve performance, flow, end results, and ease of use…
- Change can be scary… sometimes it means letting go of the past in order to move forward into the future.
- What do my (adilas as a whole) customers want? If I can give it to them, they will be happy and will stay as our customers.
- What about switching things around. You tell me what you want to do, I hold it until you’re done, then we’ll create the item and make sure everything is tied together. This could be as simple as asking create main first or start with line items or subs.
- What about an option to create a “cart” this could be a deposit cart, a PO order/request cart, invoice shopping cart, expense/receipt cart, etc. If the word cart is too broad, or doesn’t fit, what about a build, a container, a project, create new, etc.
- What are future dreams and what is needed right now? Maybe a simple patch on the current process will be sufficient for our needs.
- What if the choice was I know what I want let me do it (manual build) or help me build it.
o Normal mode: Create new… – manual mode or Helper mode: Create new…– cart/builder mode
- It would be nice to be able to combine PO’s and PO line items to make a single PO. If yes, what do you do with old ones? Void them or zero them or disable or leave alone?
- Maybe add new order and shipping fields just above received section.
- May need to change the wording and verbage on the received PO section. This is a huge switch for the entire application. This keys whether or not line items may be added, it keys off inventory, it keys off payables, etc.
o Maybe it should be like this: Same top part
o PO Amount:
o Due Date:
o Vendor Invoice/Order #:
o PO Received/Order Status:
o Request Quantities:
• N/A – No, items are not yet in my possession
• Need: Don’t have items – flag for need to be ordered
• Ordered: Don’t have items – But order has been placed
• Ship Date: when the products should be shipped (okay to leave blank)
• Order Date: if it was ordered show the date otherwise leave blank even if there really is a date
o Live quantities:
• Received –
• Received date:
o Don’t select anything by default
 
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AU 288 Daily Tasks 11/5/2010   • Small Java Script fix for bottom dollar value. Allowed field to accept negative values.
• Posted and tested files online.
• Created a link from thumbnails to add/edit photos.
• Working on the flex grid and adding the phrase, Tie-in where applicable.
• On the phone with Steve going over progress and successes for the day.
 
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AU 289 Daily Tasks 11/6/2010   • Working on the cart favorites section. Trying to create something in Flash that would be dynamic.
• Working on the dynamic Flash buttons for the my cart favorites.
 
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AU 290 Daily Tasks 11/8/2010   • Working and brainstorming on the dynamic my cart favorites menu.
• Started to build the database.
• On the phone with Steve going over his vision of what the dynamic menu should be.
• Brainstorming on add/edit cart favorites layout for collecting data.
• Working on the dynamic menu system.
 
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AU 308 Daily Ideas 11/8/2010   -At some point we will need additional photo galleries. Recipe/build, vendors, employee/users, deposits, part categories, stock/unit subs, schedulers, etc.
-We may also need a function that allows a mini thumbnail to be replaced. This could be pretty simple.
-We have had a couple of requests to create a special 1-many on price, quantity, customer status and time based sales (down to the hour) for parts. We also know that the same one to many needs to be able to handle custom part #’s for vendors and customers as well as contract pricing.
-Along with the 1-many on parts and prices, we need to be able to permission the edit ability out for these values. Basically, we need to make a smart system that knows and can play dumb.
 
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AU 2174 Tech - My Cart Favorites Tables & Form Layout 11/8/2010   My Cart Favorites: (see scan in photo gallery for details)
My Cart Favorites Table:
Cart Favorite Categories Table:
Part, vendor, match part, < Time Code, name 1, name 2
- What about being able to organize favorites into categories
- What about being able to copy and paste someone else’s favorites – admin permission
- Public vs. private
- Bulk sort
- Create a category jump (anchors) links
- Photos
- 1-1 relationship exact part # or item
- 1-many general search
- General search
- Exact item
Brainstorming and sketching for My Cart Favorites: (See scans in photo gallery for 11/8/10)
Value 2: Normal tax calc = (line amount x (total tax% / 100))
Value 17: Reverse tax calc = figure the percentage first --- new tax rate = ((total tax % / 100) + 1), check for division by 0 – if yes, use 0, if not – new extended = (line amount / new tax rate) = … Next do some subtraction: line amount – new extended price, (Qty) – check for division by zero. If zero use 0, if not, (new extended / qty).
 
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AU 291 Daily Tasks 11/9/2010   • Working on the dynamic my cart favorites menu.
• Wrote an update email to some customers.
• On the phone with Steve going over progress. They are playing with flex grid and advanced add to cart.
• Finished up a search for the word flex grid.
• Added the words tie-in to make it flex grid tie-in. Some of the pages already had the info. I just updated the pieces that needed it.
• Working on the dynamic my cart favorites. Added some Java Script to the add/edit parts page to show the calculated mark-up.
 
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AU 292 Daily Tasks 11/10/2010   • Working on the dynamic my cart favorites menu.
• Wrote an update email to some customers.
• On the phone with Steve going over progress. They are playing with flex grid and advanced add to cart.
• Finished up a search for the word flex grid.
• Added the words tie-in to make it flex grid tie-in. Some of the pages already had the info. I just updated the pieces that needed it.
• Working on the dynamic my cart favorites. Added some Java Script to the add/edit parts page to show the calculated mark-up.
• On the phone with Steve going over white labeling of the adilas services. Pros and cons and other possible ideas.
• Signing bank papers for bank debit cards.
• Working on the add/edit action page for my cart favorites.
• New logo for a company.
• Working on the add/edit action page for my cart favorites.
• On the phone with Steve going over different things.
• Small debugging on the advanced add to cart page. Changed a > sign to a >= and it solved the problem.
• Working on getting the standalone sales tax rate per item.
• Working in Java Script.
 
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AU 293 Daily Tasks 11/11/2010   • Java Script on the advanced add to cart page.
• Research on hiding and showing content using Java Script and css blocks.
• Working on local tax calcs for the advanced add to cart page.
• Working on page flow for advanced add to cart. Running into problems with taxes and being able to back into quantities and totals. Pretty tricky stuff.
• On the phone with Steve for 30 minutes talking about the advanced add to cart. I asked Steve for advice and he mentioned starting with the function and then working backwards to solve it, good stuff.
 
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AU 2175 Tech - Problems & Questions with Java Script & Flow for Advanced Add to Cart Page 11/11/2010   Problems and questions with java script and flow for advanced add to cart page…
Questions & Problems:
1. This page needs to be able to handle all kinds of add to cart functions.
2. Possible scenarios:
a. Positive qty, positive cost, positive price per, no discount
b. Positive qty, positive cost, mark-up calc, no discount
c. Scenario Table:
i. Qty
ii. Cost
iii. Mark-Up
iv. Price Per
v. Total
vi. Discount
vii. Tax Cat
viii. Error
3. At what point does each piece come in to play
a. Qty
b. Cost
c. Mark-up
d. Price Per
e. Total
f. Discount:
i. 0
ii. %
iii. $ off
g. Taxes:
i. Taxable
ii. With tax included – Price per = (Total – tax) / Qty; Qty = (total – tax) / Price Per
iii. Non tax
4. What about backing in to a total? Taxes play in here.
5. What about backing in to a quantity from a total? Price is normally the variable however, it becomes quantity and also includes special code to deal with taxes.
6. The page is here to help the users… Does it really need to do everything possible? If yes, great… if no, what is really needed?
a. Each time I’m only solving for 1 variable
Little table – Unknown var = known vars (Format)
Normal:
- Total = Qty * price per
- Total = Qty * (cost * mark-up (= price per))
- Price Per = Total / Qty
- Qty = Total / Price Per
With tax included:
- Price Per = (Total – tax) / Qty
- Qty = (Total – tax) / Price Per
 
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AU 294 Daily Tasks 11/12/2010   • Working on a simple math formulas for solving for total, price per and quantity. Also wrote down formulas for similar functions with tax included (this alters the total).
• New logo for a company.
• Added a new Christmas and holiday banner with a special on it for a company. Posted files online. Invoiced for 1.5 hours from 10/12 to 11/12.
• Working on new reverse calc Java Script for the advanced add to cart page. Major rework and changed the page flow as well.
• On the phone with Steve going over white labeling, merchant processing, advanced add to cart and other future options, good stuff!
 
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AU 295 Daily Tasks 11/13/2010   • Working the advanced add to cart Java Script and flow.
• Spent tons of time working on the back figure functions.
• Worked on taxes and discounts as well.
 
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AU 296 Daily Tasks 11/15/2010   • More work on the advanced add to cart page. Finished up the first round or top advanced add to cart form.
• Worked on the edit cart line item page.
 
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AU 297 Daily Tasks 11/16/2010   • On the phone with Steve going over ideas, questions and potential problems. I told him that I would be launching the advanced add to cart page.
• Posted files online and sent a quick email to Steve.
• On the phone with a customer, he had some questions about adilas as a PO’s system. It is nothing that we haven’t already heard; it is just good to hear it again. He did have a good idea about using a web cam and tying it in to photo uploads.
• Also working on the basic part searches to allow URL’s to control searches.
• Added the part category as part of the search.
• Worked on my cart favorites and dynamic buttons.
• On the phone with Steve going over progress and next steps, good stuff!
 
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AU 309 Daily Ideas 11/16/2010   -On the phone with a customer, he had a good idea about how to integrate a web cam into the adilas system instead of a flatbed scanner. Actually, he didn’t really have a solution but he thought that it would be cool.
-We need the ability to search the history section. This is one of our biggest assets but we aren’t using it yet.
 
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AU 2176 Tech - Working on Dynamic Flash Buttons 11/16/2010   Working on dynamic flash buttons
What are the sizes for the flash buttons?
Required fields:
- Time code
- Button id
- Photo (extras for big button)
- Name 1
- Name 2
- Qty on hand (extras for big button)
- Action/task or option
- Vendor
- Part category
- Part number
- Part id
Small buttons:
- Time code – time code
- Button id – favorite button Id
- Name 1 – name 1
- Name 2 – name 2
- Action/task – my action task
- Vendor - vendor
- Part category – part category
- Part number – part number
- Part id – part Id
- Destination – my favorite destination
- Background color
- Extras:
o Photo
o Qty
o Use background color
Destination:
- Basic search
- Detail page
- Add one to cart
- Open in advanced
Basic:
- Vendor, part category, part number
- Detail page: mode (cust short), vendor, vendor name, part id, part number
- Add on to cart: quick=yes, qty, part id, vendor, store, price, cost, tax, part number
- Open in advanced: open in advanced: vendor, vendor name, part id, part number, store id
 
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AU 298 Daily Tasks 11/17/2010   • Small tweaks to the basic part search and add line item part search.
• Working on the dynamic my cart favorite buttons.
• Started on the flash photo buttons.
 
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AU 299 Daily Tasks 11/18/2010   • Changed the size on the flash photo buttons. Made the buttons much smaller. Made some other decisions to help with flow and display.
• On the phone with Steve talking about merchant processing and how we can and want to interface with different gateways like Authorize.Net, PayPal, etc. We also talked about the my cart favorites and the advanced add to cart options. We are going in a good direction.
• Worked on displaying the my cart favorites.
• Added a button color option.
• Did some clean-up on setting the store/location session id number for carts and quotes.
• Worked on a new get quick quantities function.
 
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AU 300 Daily Tasks 11/19/2010   • Went in to town and had a meeting with my dad and his associate at BATC for his company. Went over ideas for their interactive training tool. Good meeting, 30 miles.
• Worked on the exact destination action/tasks for my cart favorites.
• Worked on the bulk manage section of the my cart favorites. Finished up what I could on the my cart favorites.
• Started to work on the photo button assignments. Ended up posting all files online, testing and updating selected help files.
• Tested the my cart favorites but did not activate the permission, it still need a little tweaking.
 
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AU 2177 Tech - Working on Dynamic Flash Buttons - Bulk Sort Layout 11/19/2010   Bulk Sort Layout:
- Button
- Category Sort
- Privacy
o Public
o Private
- Action/Task:
o Opt. 1,2,3
o Gen Search
o Exact
o Recipe
- Vendor
- Part Category
- Search text
- Search Criteria:
o Vendor:
o Part Cat:
o Search text:
o Part id:
o (For these here in search – dynamic & only show what is needed)
- Part id
- Destination:
o Basic Search
o Part details
o Add 1 to cart
o Advanced Add
- Privacy/Status
- Edit
 
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AU 301 Daily Tasks 11/20/2010   • Working on photo assignments for my cart favorite photo buttons.
• Launched and tested new photo assignment pages.
• Posted a history image (screen shot) in the adilas b.s. history item.
 
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AU 302 Daily Tasks 11/22/2010   • Working on help files for the application.
• Wrote all of the help files for the my cart favorites section.
• Launched the code and activated the new permission.
 
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AU 303 Daily Tasks 11/23/2010   • Worked on the functionality to be able to view and copy other public my cart favorites.
• Fixed a few help files for the flex grid tie-ins.
 
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AU 304 Daily Tasks 11/24/2010   • On the phone with Steve going over the cart favorites and the advanced add to cart pages.
• Finished up the view/copy section of my cart favorites. Posted files online.
• Made a couple of phone calls to let people know about the my cart favorites.
• Updated some help files and signed off on code and pages.
 
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AU 305 Daily Tasks 11/26/2010   • Signing off on code for my cart favorites. Posted new files online.
 
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AU 306 Daily Tasks 11/29/2010   • For a company: fixed the year problem with their newsletter application. Added five more years to the database. Had an FTP problem and had to contact support. Invoiced them for only 1 hour.
• On the phone with Steve going over payables, receivables and where we both are at. We talked about the adilas debit card and getting things transferred over to that account. We also talked about wages and monthly income.
• Brainstorming on the mini conversions and line item aliases.
• On the phone with Steve. We went round and round on what to do for the mini conversions and line item aliases. Steve kept coming back to the buttons and my cart favorites. We ended up deciding that maybe the buttons and the my cart favorites need to carry more weight and need to help us do the smoke and mirrors. This would be on a per user basis and a per button basis. Allow them to set the quantity, price and description, if they want to take it that far.
• Added a new logo for a company. Posted image and logo online.
 
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AU 310 Daily Ideas 11/29/2010   -See below - what about a line item alias, cover-up, mask, show alias.
-On the conversions – maybe stay away from the work conversion and call it a 2nd line item or additional line items… or something like that. Maybe mini (on the fly) conversions. Cut to the chase, call it smoke and mirrors.
-Random note – Jason’s teaching philosophy (3 P) – Fair, Firm, Consistent.
-On help verbiage at the top of the page, what it we had links for quick help, full help and video tutorials. We could hide the verbiage according to a personal setting.
 
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AU 2178 Brainstorming Mini Conversions &/or Time Aliases 11/29/2010   Mini conversions and/or line item aliases:
1. Make it simple
2. Include multipliers
a. Times a multiplier – 1.00 – see mini_add_line_item.cfm
b. Divide by a multiplier – 1.00 – see mini_add_line_item.cfm
3. Hide entire section until ready to use
4. Have a special help file just for the mini conversions. Link to this help file from the add/edit advanced add to cart pages
5. Pull data from above down to new work area
6. Less clicks (as few as possible)
7. Help with descriptions and show/hide line status values
8. Include taxes on new section
9. Be able to add multi lines from both add and edit pages
10. Think about the future – automating this process
11. Any unlimited active part number (regardless of vendor).
12. Discount needs to calculate off of alias total # value
What is the goal?
- Track things one way, but be able to sell them a different way, or multiple ways.
What is the ideal?
- Know all of the data and conversions behind the scenes and be able to mix and match without user input. Tie to customer type.
- Be able to show sales, price points, quantity breaks,
- Be able to go from known qty
o Main
o Factor of some sort
o Be able to go from known price
 
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AU 307 Daily Tasks 11/30/2010   • On the phone with Steve going over the needs for people to view and use multi-media training. We also talked about using the interested company to help fund the project and development costs.
• Spent some time brainstorming on adilas university and the multi-media training application.
• Wrote an email proposal (light and loose) to my dad and his associate about having adilas.biz be involved in the project for the training application.
• Spent some phone time with customers going over the flex grid tie-ins and how to use them to track serial numbers. Sent them a small recap on the phone conversations.
• Started working on the new my cart settings for the custom add to cart options. This includes fixed quantities, fixed prices and fixed descriptions.
• Added a new logo for a company. Posted colors and logo online.
• Full database back-up.
 
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AU 311 Daily Ideas 11/30/2010   Ideas for the adilas university multi-media training application:
-Secure multi-media player. By multi-media I mean graphics, buttons, links, text, searchable, printable, audio (mp3), video, mapping, motion, pdf, web, controllable, code once use many, dynamic templates, database fed, permissions, history, usage, forums, feedback, charts, pod casts, dynamic outlines, decision trees within presentations, still images, automated output, etc.
-Be able to mix and match what the player can do…
-The end goal is to automate as much as possible. We may have to take some steps to get to that stage.
-Usage permissions: General public (no login required), All users per corp (requires a valid login), Only specific users may view (1-many from training to users).
-Usage histories – every time a user views a clip – we record a history note behind the scenes. Random idea – may show the user which ones they have seen and when. Maybe even a started and completed flag.
-If a valid login is required, how can we help the users know if their time limit is up and/or getting close? Maybe run a check against the login table and then prompt them to keep the session alive by searching or refreshing their login history page.
-On usage histories – it may also be cook if you could require certain training modules before allowing a user to use a specific part of the application. This could get out of control but may help educate people before you just turn them loose.
-This usage history would also need some special reports to help managers and trainers know that is being viewed and what might need a touch-up or re-visit.
-As long as we are doing training – what about testing and evaluations? Why not include a testing module. Not required at all unless you want it. We provide the database, question templates, etc. We also provide the correcting reports to managers.
-What about a valid login plus and IP address – additional security? Just an idea. Maybe a white list of IP addresses. Then again this makes it more technical. Maybe leave it out until we really need it.