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Adilas.biz Developer's Notebook Report - 2/1/2012 to 2/29/2012 - (30)
Photos
Time Id Color Title/Caption Start Date   Notes
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AU 709 Daily Tasks 2/1/2012   • Went in to town to help get Steve some of the latest new files and full database back-up. Put all files on the new laptop.
• Worked with Steve on a custom operations page to show things like customer counts, plant counts and product counts.
• I helped Steve see what was needed and how to go about planning out a page and what the needs are.
• Then took him to the airport and he flew home. 30 miles.
 
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AU 730 Daily Ideas 2/1/2012   -On elements of time – maybe set up a couple of super basic templates for them like a quick note or a client schedule.
-On transfer invoices – help reroute from the mini to normal printable. It throws an error.
 
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AU 2236 Notes from MMJ Operations Page 2/1/2012   Notes from MMJ – Operations page:
- Changeable date, single date
- What’s going on right now
- Patient count by customer type
o All customers = xyz
• Type 1 = _______
• Type 2 = _______
• Type 3 = _______
- Plant count (basic request) dynamic name
o Sort by part number
o And group it
• Count this and show it then a link to the PO line items page
- Parts and product counts
o Page is actually called grouped look-back conflicts
(Show all forms [main, line items, payments])
 
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AU 710 Daily Tasks 2/2/2012   • Tech support for a customer, they had a number of PO’s with credits, refunds, etc. Showed her how to pay for PO’s in bulk.
• Worked on smart group rules and cleaning up the display page. Lots of work on Java Script for the rules.
• Worked on submitting the smart group rules.
• Started to setup rules and form validation.
 
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AU 2237 Tech - Logic for Submitting "rules" to the Database for Smart Groups 2/2/2012   Logic for submitting “rules” to the database for smart groups:
- We need to format to a specific decimal level. All values will be forced to that specific level and then converted to five decimal places (for storage).
- Each rule set will use the same master decimal place setting.
- The main rule is that it must start at 0 and end at 99,999,999.99999 (or the current decimal level 2-5)
- Ideally, there are no gaps allowed… however there may be small (mini) gaps because of decimal accuracy levels. For example: 0.00-25.00, 25.01-50.00 (2 decimals) vs. 0.00000-25.00000, 25.00001-50.00000 (5 decimals) (small gap but relative) (gap of 0.00999 or almost 0.01)
- There is a minimum of 1 record (0-99,999,999.99999) and no max as long as they all follow suit.
- If no end or max is given, we need to fill that in (help finish).
- How do I check for gaps and over laps?
- We need to handle both adds and edits. Any edits that don’t pass validation, mark as inactive and update the start and end value.
 
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AU 711 Daily Tasks 2/4/2012   • Working on smart group rules.
 
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AU 712 Daily Tasks 2/6/2012   • Working on smart group rules and validation.
• Basic business stuff and documenting things.
• Migrated over 2,000 items from a company to an adilas play site.
 
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AU 713 Daily Tasks 2/7/2012   • Working on smart group rules.
 
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AU 731 Daily Ideas 2/7/2012   -On eCommerce or customer inventory. It would be cool to have a bulk turn on/off page for the web parts and stock/units. It would also be cool to be able to set prices and price verbiage for the site. Bulk management for items to show/hide.
 
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AU 714 Daily Tasks 2/8/2012   • Emails and tech support.
• Customer migration for a company.
• Worked on the back-out process for smart group rules that are no longer needed.
• Rep checks.
 
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AU 715 Daily Tasks 2/9/2012   • Uploading files for a company.
• Finished up the rep checks.
• Added flex grid tie-ins for the commissions and addressing envelopes.
• Worked on adding an option to physically delete a my cart favorite button.
• Started working on smart group assignments.
• On the phone with Steve going over tons of different things. We talked about the next round of the balance sheet, smart group buttons, eCommerce and other current client needs.
 
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AU 732 Daily Ideas 2/9/2012   -We had a request to be able to export the P&L to MS Excel. That might be a little tricky but possible.
-We need to be able to fully delete (forever) the my cart favorite buttons. Maybe in the bulk sort and add/edit page – add an option that says “remove”. If selected, we change the corp and payee id’s to 1 and virtually hide them forever.
-Steve had the idea that maybe a customer log could have a special call out or show-up flag. Make it show-up until turned off.
-We need to show PO payments and PO’s that have been forced paid on the history homepage.
 
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AU 716 Daily Tasks 2/11/2012   • Working on smart group assignments.
• Search and add process.
 
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AU 717 Daily Tasks 2/13/2012   • Checking out a server error for an associate’s website. Called tech support and tried a few other things. Invoiced for 1.5 hours.
• Working on smart group assignments.
• Added a barcode and part number filter to the smart groups.
• Worked on the actual display or smart button matrix.
 
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AU 2238 Brainstorming & Tech - Smart Group Rules & Assignments 2/13/2012   How to show the smart group assignments – form for submitting values:
Part number/Qty. on hand/Quantity/U of M/Price/Description/Links
How to show the possible smart groups when viewing the part #:
Other ideas for expanding the smart group rules and assignments:
1. Allow for a filter when showing assignments that would allow for a bar code or part # (4-way or 5-way filter) to be used.
2. Show smart group buttons or their pre-filtered (above) options on the view parts page, advanced add to cart page, edit cart page (both basic and advanced), and maybe an add to invoice page (for after the fact sales).
3. Be able to process more than one smart group at a time. (If only showing a single part.) Basically, pass in a list of cart id’s (button id’s) and do a loop. This deals with pages listed in #2 above where a user wants to add multi to an invoice or a cart. An example might be: 10 at price XYZ and 100 at price PDQ.
4. Harness the smart groups as if they were added singly to individual parts. Build once – use many.
 
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AU 718 Daily Tasks 2/14/2012   • Billing, invoices and emails.
• Worked on the smart group button logic and submitting values for processing.
 
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AU 733 Daily Ideas 2/14/2012   -PO payments may need to be opened up a bit. Trace back the knowledge and dates to help make things happen. The same is true for stock/unit payments. Maybe tie to payables admin permission. We also need to make the PO payments show up and be searchable. They are kind of hidden right now.
 
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AU 719 Daily Tasks 2/15/2012   • Billing and basic business stuff.
• Working on the underlying smart group button logic.
• Worked on the look-up and decision portion of the code.
• Finished up the first round on the smart groups. They can now be added to a cart. Next, on to adding to invoices, viewing and looking up rules and updating a cart line item.
 
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AU 720 Daily Tasks 2/16/2012   • Emails and new logo for a customer account.
• Tech support and phone calls.
• Emails and smart group update to Steve and others.
 
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AU 721 Daily Tasks 2/20/2012   • Answering emails about double charging a credit card.
• Working on showing the part number rules on the view part number page and the advanced add to cart page.
 
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AU 722 Daily Tasks 2/21/2012   • Emails, bank work and tech support.
• Billing and other emails.
• Working on the edit cart line items page and allowing a smart group edit to take place.
 
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AU 734 Daily Ideas 2/21/2012   -We need to add a dummied down option to help with discounts on the entire cart and/or per line item basis. Make it obvious and button friendly.
 
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AU 723 Daily Tasks 2/22/2012   • Tech support, emails, billing and a server reset.
• Worked on edit cart line items with “smart” quantities.
 
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AU 724 Daily Tasks 2/23/2012   • Launched the smart group buttons.
• Updated help files, testing and writing an update email about smart groups and what they can do.
• Went to Bear Lake to work with a company on their website. We did some stuff on godaddy, made some changes to a rental page, and added a new page and graphic for rental property. 90 miles, invoiced on 2/27.
 
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AU 2239 Brainstorming Update Email for Smart Groups 2/23/2012   Ideas for update email for smart groups:
- General overview
- View permission
- Help file link
- Ability to delete
- Barcode compatible filter
- Spreading the smart group love
 
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AU 725 Daily Tasks 2/24/2012   • Emails, phone calls and tech support for adilas.
 
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AU 726 Daily Tasks 2/25/2012   • On the phone with a customer going over balance sheet stuff and basic adilas training.
• Other emails, billing and tech support.
 
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AU 727 Daily Tasks 2/27/2012   • Billing, bank work and sending out invoices and emails.
• Custom tech support for a customer.
• Signing off on code for smart groups.
• Other tech support.
 
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AU 728 Daily Tasks 2/28/2012   • Signing off on code for smart groups.
• Started to add the smart group logic “rules” to the add invoice line item page.
 
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AU 729 Daily Tasks 2/29/2012   • New logo for a company.
• Emails and tech support.