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Adilas.biz Developer's Notebook Report - 2/1/2020 to 2/29/2020 - (167)
Showing 150 of 167
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Photos
Time Id Color Title/Caption Start Date   Notes
No po photos available. Click to view time details.
Shop 5575 Steve - E-Mail & Coding 2/3/2020  
 
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Shop 5884 Adilas Time 2/3/2020  

Danny had some questions about multiple barcodes on PDF labels. I recommended him to get with Calvin and see if he could get the adilas label builder wizard installed and configured. That product already allows for multiple barcodes and QR codes per label right now. Here is a link to some more info on that product.

Steve and Dustin were on the meeting and introduced a new developer Alex Hearding. Alex will be helping Steve and Dustin with different tasks and what not. Light intros and talking about next steps.

 
No po photos available. Click to view time details.
Shop 5867 Catch up on projects with Cory and Steve 2/3/2020  

Going over projects with Steve and Cory. Some of the topics were sub queues out in ecommerce, menu boards, small graphical homepage changes, PDF form changes, and a bunch of other projects, etc. Great session.

After the meeting, I uploaded a small page to help migrate customer data between corporations. This was an older file that was custom. I made some changes and pushed it up to allow other parent/child corporation to copy and migrate customer information. The address is hidden and only an admin adilas user (backend setup person) can use it.

 
No po photos available. Click to view time details.
Shop 5904 Grow Healthy plant tag labels #1581 2/3/2020  
 
No po photos available. Click to view time details.
Shop 5903 Working with Shawn 2/3/2020  

Shawn and I got on a GoToMeeting session. We worked on different projects. I was working on database updates for Oregon, South Carolina, and Vermont. I also did some county updates for Indiana and other small things. We setup another meeting for tomorrow to work on some more new updates. We also got Shawn's local code branch up to date and ready to go. It is amazing how far behind you can get if you don't keep up with the main master branch. Constant change.

 
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Shop 5945 Meeting with Todd and Team 2/3/2020  
 
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Shop 5948 cross corp 2/3/2020  

Bryan and I looked into the cross corp invoices to PO stuff. We were chasing a small mapping bug. We looked at a few things and Bryan will keep working on it. Micro details.

 
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Shop 5950 General 2/3/2020  

Emails, follow-ups, and watching some new videos passed over to me from one of our designers. See this element of time to see the new videos. They are concept art and mock-ups for our future navigation system - code named fracture.

https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=5868 - see the attached videos for a sample of the interface we are designing.

Working with some of the domain names that we own. Pointing them to the main www.adilas.biz website.

 
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Shop 5711 Steve - E-Mail & Coding 2/4/2020  
 
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Shop 5890 Adilas Time 2/4/2020  

Talking with Steve and Dustin about real in-line database extensions and using custom tables to virtually extend certain tables. We also talked about cross corp mappings and doing bulk processes.

 
No po photos available. Click to view time details.
Shop 5424 Developer Training 2/4/2020  


 
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Shop 5906 Developer Training 2/4/2020  

Alan did a team training session today. We were working on database queries and syntax. Only myself, Alan, and Danny were on the meeting. Because it was so few of us, we spent some extra time and Alan catered the lesson to Danny and helped him get going. That was really good. The main topic was beginner select queries. See attached for the recording link.

 
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Shop 5483 Working with Shannon 2/4/2020  

Shannon and I did a session dealing with calendar and elements of time. This is prep work on the outline for the presentation gallery. Today was just some brainstorming on calendar and time options - one of the twelve main business functions. See attached for our brainstorming. As part of the brainstorming, we read three older help files to help us get some ideas. They are listed below.

https://data0.adilas.biz/top_secret/help.cfm?id=381&pwd=time - help file for the main time homepage

https://data0.adilas.biz/top_secret/help.cfm?id=383&pwd=template - help file for master time templates

https://data0.adilas.biz/top_secret/help.cfm?id=391&pwd=sub - help file for subs or functions of time

 
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Shop 5905 Grow Healthy plant tag labels #1581 2/4/2020  
 
No po photos available. Click to view time details.
Shop 5946 Work with Steve 2/4/2020  

Phone call from Russell - he went to a tech conference and wanted to share some of what he was learning.

- He went to a class on marketing and how new technology features are really helping with marketing. Some of the ideas were dealing with becoming the content masters (where do people learn about certain things), SEO (search engine optimization) and getting the traffic, and word of mouth and referrals. Great topics.

- MVA (minimal viable architecture) - What do you need to get what you want done? Do you need a tank when a smaller gun would work just fine? Do you need a semi trailer when a wagon or 4 wheeler will work? What pieces do you need and why? What is the minimal viable pieces that are needed?

- Why you do companies do a rewrite(s) - based off of needs and wants (growth). There are always time(s) and size(s) and trying to match those as you grow. Going back to the wagon vs the semi truck... do you need that yet? Keeping that balance. Some of the best tech giants out there have re-written their products over and over again. Once again, what is the best model for your time and your size?

- Lots of emphasis on word of mouth - there are pros and cons to that. We have to keep helping and maintaining our product and customer relationships.

/////////////////////////

Steve and I were talking...

- Adapting to the path as you grow.

- Keep pushing things over to Cory. She is and has been our project gateway for a couple of months. It's not perfect, but we are starting to get into a rhythm and figuring things out.

Steve and I jumped into the project that we had slated. We wanted to work on QTI (from quote to transition to invoice) flow on the blance sheet. See element of time # 1477 in adilas - transactional invoices. We spent the rest of the session going over things and looking into code and logic.

 
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Shop 5947 SHAWN 2/4/2020  

Shawn gave me a call and we chatted on the phone. He was going to be running some errands so I just worked through the time frame. I did email, recorded notes, and uploaded videos for other elements of time. I also built a small sub menu for the adilas shop and how to manage our different calendars by showing new buttons that filter things based on time templates for monthly, weekly, and daily reports all based on the current time templates (custom stuff for us - internally).

 
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Shop 5951 Meeting with Ajay and Team 2/4/2020  
 
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Shop 5963 Working on the balance sheet 2/4/2020  

We were going to work on a balance sheet project but ended up talking about some options and how best to get the best out of our dependables. We are going to be using technology to help be the bad guy. Turn it into a game of sorts. We could set timelines, goals, budgets, expectations, and even bonuses.

 
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Shop 5877 Adilas Time 2/5/2020  

Logged into the morning meeting. Pretty quite. Just did my own things and got ready for another meeting.

 
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Shop 5952 Meeting with Kelly 2/5/2020  

Kelly and I met up and looked at an error on the consolidated balance sheet and export to excel stuff. We made a few changes but still need to go deeper. We scheduled some more time for later in the day.

 
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Shop 5430 Meeting With Brandon and Chuck 2/5/2020  

Weekly meeting with Brandon

 
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Shop 5897 Meeting with Chuck 2/5/2020  

Meeting with Chuck and a new developer named John Peterson from the Logan, UT area. We had a fun meeting and went through some introductions, had a small Q and A session, and went over some project details. All of us were using webcams for this meeting. We don't often do that. Planning for the future, we are planning on having Chuck, Russell, and John work together as a small team of developers, designers, and project managers. Exciting times.

I will get the non-compete and non-disclosure documents over to John and Chuck and Russell will help get him going. We also briefly talked about other future options that may play out, depending on how this little arrangement works out. On a different note, we at adilas are really grateful for these guys/gals who are willing to help us out and play the game with us. Lots of moving pieces.

After John left, Chuck and I went over a few things dealing with WanderWays - camp adilas and some design decisions. Chuck is going to be organizing resources and assets to help standardize the process. Basically a style guide of sorts. We are using the WanderWays project as somewhat of a guinea pig project to help figure out some of these things. We also went over a few new layout options, some new code enhancements and even some fun pricing stuff. Chuck is adding in some flavor (light jokes and play on words) into the pricing matrix. Fun stuff.

 
No po photos available. Click to view time details.
Shop 5919 Meeting With Alan 2/5/2020  

Alan was traveling. This meeting didn't take place.

 
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Shop 5932 Meeting With Brandon 2/5/2020  
 
No po photos available. Click to view time details.
Shop 5969 General 2/5/2020  

Emails, prep work, non-disclosure and non-compete documents to a new developer, paying bills, and general stuff.

 
No po photos available. Click to view time details.
Shop 5968 getWebGeneralInventory questions 2/5/2020  

Eric and I met to talk about some adilas API socket pieces. We chatted and Eric was doing great and headed in the right direction. After the meeting, I was doing emails, recording notes, and sending some follow-ups on some tasks and projects.

 
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Shop 5965 push code 2/5/2020  

We went over a few projects. We talked about cross corp transactions and processes. Emails that had changes and other requests. Menu boards and trimming back the amount of data that is stored. This is kinda funny, but we had a client that had too many items to store all of the menu board stuff for them. We will have to rework things to trim it down on the storage side. They exceeded the JSON (object) size limit that we had set in the database. Random.

We also spent a little bit of time going over some of our plans for doing adilas project management, quoting projects, getting funds, and then farming projects out to interested internal developers. Talked about some wants and needs and what is coming down the pipeline. Good conversation.

 
No po photos available. Click to view time details.
Shop 5967 Working with Kelly 2/5/2020  

Worked with Kelly to get a bug fixed and pushed up to the servers.

 
No po photos available. Click to view time details.
Shop 5670 Steve - E-Mail & Coding 2/6/2020  
 
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Shop 5880 Adilas Time 2/6/2020  

Steve and Cory were on the morning meeting discussing projects and options. Dustin popped in and reported and then bailed out. After that, Steve, Cory and I got back to talking about projects.

Wayne joined the meeting and was showing us some advanced database stuff. He has some servers that clone certain database tables, run procedures against that, sanitize the data, and then push the new data over to a private VPS instance where a client is paying for a private server to run their own analytics. Pretty cool. He was also showing us some stats based on the logging and built-in stats within the MySQL databases. We also talked about a known issue where we do a query, make a list of id numbers, and then filter another query by the list of id numbers. That works great if you only have a few hundred records. Once you get into thousands and thousands or hundreds of thousands of records. It fails at the higher level. Wayne is putting together a list of those queries and we'll circle back around and refine that code. Growing pains.

 
No po photos available. Click to view time details.
Shop 5493 Working with Shannon 2/6/2020  

Shannon and I had a good session working on elements of time and the business function of calendaring and time. We already did some brainstorming, today was more of sort things out and start organizing and boiling things down a bit. See attached for our current progress. This outline is for the presentation gallery project.

 
No po photos available. Click to view time details.
Shop 5971 Grow Healthy plant tag labels #1581 with Danny 2/6/2020  

clean up code for plant tags

 
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Shop 5970 more view only permissions w/Danny 2/6/2020  

Danny and I pushed up a few new files. There were a couple files that needed to be pushed up to tighten things up a bit. This was dealing with the six new view only permissions.

After that, I helped Eric push some code up for the web/API sockets dealing with inventory and my cart favorite buttons.

 
No po photos available. Click to view time details.
Shop 5972 General 2/6/2020  

Research on government grants, options, and research and development stuff. Emails, recording notes, and small research on my own.

 
No po photos available. Click to view time details.
Shop 5645 Steve - E-Mail & Coding 2/7/2020  
 
No po photos available. Click to view time details.
Adi 1637 Bulk Update RFID on Parents 2/7/2020  

secure/global_parent_core_updates.cfm

Added the ability to bulk update the RFID field

 
No po photos available. Click to view time details.
Adi 1638 Bulk Update Cultivation Processes 2/7/2020  

Adding functionality to the cultivation processes so thousands of plants can be processes at once.

This will handle 100's of thousands of plants quickly

 
No po photos available. Click to view time details.
Adi 1639 Invoices without Discounts showing on Discount report 2/7/2020  

2/7/20: "When I pull up the weekly discounts reports there are some transactions that show up even though they have not been discounted at all. They even show a 0% discount next to the discount line. " 

Steve suggested showing this to Brandon to take a look at the code.

 
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Adi 1640 TBC/OBC add on to sales report icon 2/7/2020  

2/10/20: Loops over corps. Any developer could do. Add columns. Not a huge project. Condition this page too: https://data2.adilas.biz/top_secret/secure/multi_corp_sales_report.cfm?corp=multi


2/7/20: TBC/OBC wants to add more data to their daily icon report. Existing columns in icon report are: ** Instead of the column saying "value" they want it to say "gross"

CategoryLoc
Qty.
Value

Then they want to add Sales, COGS, Profit, and Profit % for each listed category.

** the icon report columns are slightly different from the multi location report in the link above.

 
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Shop 5576 Steve - E-Mail & Coding 2/10/2020  
 
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Shop 5883 Adilas Time 2/10/2020  

We had a couple of guys pop in and report. I sent one of the new developers a non-compete document and he will be getting back with me.

 
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Shop 5949 Catch up on projects with Cory and Steve 2/10/2020  

From Steve - "Using technology to help us grow." He keeps going back to that phrase. We want to keep building in the technology pieces to help us coordinate and manage the whole process. There was quite a bit more control extended to Cory to help us manage our projects. Lots of good talks and discussions. We are trying to get things going and flowing.

Cory has been doing a great job and we are really excited to be moving forward with that.

 
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Shop 5975 Josh, Cory and Steve 2/10/2020  

Meeting with Josh to complete projects and select new ones. We ended up chatting, talking, and deciding on some directions. Josh and I set up some other time to work and do some code sign-off.

 
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Shop 5980 cross corp 2/10/2020  

Met with Bryan and Cory and went over some cross corp invoice to PO changes. We weren't able to finish everything up, so we rescheduled.

As a note for the future, we may be moving more and more stuff to settings (data controlled vs hardcoded controls).

 
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Shop 5523 Business Consulting 2/10/2020  

Jonathan from Epic Enterprises came over and we had a 3 hour meeting between Steve, Jonathan, and Brandon. Lots of talks and discussions about pros and cons of employee model vs independent model. See attached for some of the notes.

- Lots of talk about more freedom and more liberty

- Competency and leadership hierarchy - knowledge workers

- Looking over the long term, how will things line up and match up over time

- Leadership structure and sub structures

- Motivation and pay structures

 
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Shop 5981 cross corp 2/10/2020  

Met with Bryan and pushed up some new code. We did a little bit of clean-up and talked about some of our processes.

 
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Shop 5660 Steve - E-Mail & Coding 2/11/2020  
 
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Shop 5876 Adilas Time 2/11/2020  

Recording notes and doing emails. Wayne popped in and he and Steve were talking about servers, VPS options, and custom domain name pointers and options.

 
No po photos available. Click to view time details.
Shop 5421 Developer Training 2/11/2020  


 
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Shop 5909 Developer Training 2/11/2020  

Team training meeting done by Alan. We had Wayne, Brandon, Bryan, Josh, Danny, and Alan on the meeting. We went over some basic database queries and talked about a number of key pieces dealing with queries. Some of the topics were: Select statements, in clauses, or statements, aggregate functions, counts, table joins, etc.

See attached for a copy of the video recording.

 
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Shop 5491 Working with Shannon 2/11/2020  

Shannon and I spent the whole session working on the business function of time and calendaring. Great stuff. We also started into some brainstorming on the business function of data relationships and connections. See attached for where we are currently. This will end up being part of the outline for the presentation gallery.

 
Click to view time photos.
Shop 5974 Meeting with outside developer 2/11/2020  

Meeting with Steve and their team from Palm Interactive.

- Driver app. Orders come in through website, drivers them convert to a real invoice and get a payment.

- We went through a number of possible scenarios. See attached. We proposed a quote, to invoice, to delivery type method. We also talked about skipping the quote step and going right into an invoice.

- We went through a few API socket endpoints and what methods would be best to use.

- Small talks about customer API sockets and/or functions.

 
No po photos available. Click to view time details.
Shop 5976 Meeting with Steve, Cory, Brandon and Molly 2/11/2020  

Discussing AdilasWPShop (new e-comm solution) formally known as WooAdilas

MVP - minimal viable product/plan

- Competition and how we help get some of the pieces past the finish line

- Platforms and building on top of them - WordPress, WooCommerce, Adilas, etc.

- Online ordering platforms, showing inventory, full ecommerce, drop shipping, ordering and delivery orders

- In-store pick-up or delivery or shipping options

- Tons of talk about deliver options, scheduling, picking date/times, etc.

- Small talk about integrated systems vs trying to mix and blend tons of independent products and trying to marry them together. There is pain in some of those pieces.

- Plug-ins (plugins) and getting things all tied together

- You have backend apps, frontend apps, customer facing things, options, assets, etc. Lots of mixing and blending.

- Pricing options on parents vs subs (parent/child inventory and pricing tiers).

- Using adilas API sockets to populate WooCommerce stuff using custom plugins.

- Certain pieces are pre-built by other vendors. Other things would be nice. And yet other things are already done by adilas as pre-built or custom options. Where do you build? Where do you spend your time/money/resources.

- Molly needs a gram tracker, custom discounts (discount engine), and better integration options. Currently she has to manage multiple applications and have one do one thing and the other do something else. Sometimes both applications do the same thing and you either need to choose and/or pick one or the other (more integration).

- Versioning and who has the latest cookie and how do you distribute that?

- Multiple ways of dealing with tiered pricing inside of adilas. We need to help standardize things there. As we were talking, there are some know issues with some of the ways that we do it internally (smart group buttons, parent attributes, etc.)

- Shipping zones, different fees for different zip codes, etc. WooCommerce has a ton of different pieces.

- Updates, reports, and getting the needed information quickly. This deals with shipping, queues, sub-queues, reports, and even clear out to element of time or somehow track the shipping, delivery, and/or in-store pick-up. We need to link up the delivery aspects and the customer queue.

- Claiming quantity and on-line orders affecting inventory levels and availability - small talks about quotes, transitional invoices, and normal customer invoices.

- There were also talks about state compliance systems and how in-store pick-up vs delivery orders may need to be handled.

- Messaging and using emails, text, queue specific, or different stages (as things happen) messaging. Notifies  and reminders.

- Acknowledgement and approving payments. We may need a setting where they could fill in some verbiage, and toggle on/off settings to show/hide and require/not require those steps and pieces.

- Coupons, promotional codes, referrals, etc.

- People want something that is integrated, fast, flexible, powerful, and easy. They also want it to look awesome!

- Tying in custom messaging into the customer queue, sub queue, and ecommerce orders. The queues are a great start... we just need to tighten up a few pieces and make it go full circle.

- Being able to automatically add in a delivery fee as a line item on the invoice/quote from ecommerce.

 
No po photos available. Click to view time details.
Shop 5979 Zack 710 with Cory 2/11/2020  

Discuss project id #1599- secondary barcodes project. We met and recorded a number of new notes for that project. See this link for some more details.

https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=22&id=1599 - project details

 
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Shop 5984 PocketMade/GrowHealthy 2/11/2020  

Met with Eric and got a few files merged in and pushed up to all servers.

 
Click to view time photos.
Shop 5985 Talking with Steve about processes 2/11/2020  

Talking about growing and stepping into the next phases. Supply and demand and shifting gears. Seeing that the services that we offer are just a business expense. We have been doing this same process for 20 years. Building the core and then allowing custom wire-up  jobs on top of that. Building more and more for everybody to be able to consume. Selling things that are in demand and wanted by others. We are already doing tons of these things... We will just do the same things better and better and charge more for those services.

- Increasing prices and helping people find the door - the standard flow of the products and services.

- Where do we want this to go?

 
No po photos available. Click to view time details.
Shop 5889 Adilas Time 2/12/2020  

On the morning meeting. Pretty quiet today. Paying bills, emails, and general to do stuff.

 
No po photos available. Click to view time details.
Shop 5431 Meeting with Brandon 2/12/2020  

Weekly meeting with Brandon

 
Click to view time photos.
Shop 5966 Meeting with Chuck 2/12/2020  

Meeting with Chuck and getting a report on where things and different projects are at. Chuck and I spent the first half an hour on the meeting by ourselves. After that, we had Alan join us. Some of the topics today were progress on the standards and style guide, the code changes and layout for the WanderWays (camp adilas) toolset, tons of new development on the WanderWays customer facing marketing site. Looking good.

The whole last half of the meeting was Alan and Chuck asking questions about the WanderWays backend tool and going from rough layout and code into tech requirements for wire-up and development. Alan had a full page of questions and we went through each one and made notes and decisions. Fun process.

See attached for some screenshots.

 
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Shop 5940 Meeting With Brandon 2/12/2020  
 
No po photos available. Click to view time details.
Shop 5926 Meeting With Alan 2/12/2020  

Alan and Brandon were meeting and talking about current position/dream position and what that might look like.

- Piecing the pieces together - problem solver and architect

- Tough to help people who have random problems (left field vs right field) - learning curves and pulling him off of his other projects - shifting gears

- Really likes coding

- Likes solving the problems - even doing some coding to prove the concept

- Really enjoyed the training aspect

- Repetitive tasks really burn people out - boring

- Not necessarily the designer and not directly connected to the customers

- Really likes the visual wire-ups and then getting approval based on that - having someone else doing the design work and then him helping with the wire-ups

- Our processes will come - we just need to take the time and then apply that

 
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Adi 1643 New developer database startup file 2/12/2020  

When a new developer comes along and joins the team, we give them a file that has the basic adilas database structure. Once installed and ran, they then have to go in and run hundreds of update scripts to get the database up to speed. It literally takes them a couple of hours and tons of clicking to run through all of the older scripts, clear back from 2014 (6 years worth of updates).

This project would be to start with a brand new blank database (from the existing files), run it, then run all updates until a certain time, and then resave the original developer database file out with all of the updated changes. We would then set a date and only require the new developers to run update scripts beyond that point. It would make a much better starting point without us having to pay a new developer hours of clicking and updating to get their development environment up and fully to speed.

As a side note, we have to do the same thing on the live production servers if starting from scratch. Basically, bring the staring point or from scratch point up higher and trim off hours of running updates and older modification scripts.

 
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Shop 5988 Cory to review migration codes and answer api question 2/12/2020  

Cory and I met to work on two copy and migration files. One was for customers from corp to corp and the other was for parts/items from corp to corp. We added in the abiltity to do updates as well. The original code just did new inserts (adding new data). Now it does both inserts and updates (changes). We also talked about some other questions and topics.

 
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Shop 5983 springbig Redmeption & PocketMade/GrowHealthy 2/12/2020  

Eric and I met up and did a code review on a 3rd party customer loyalty points program. It touches a lot of the shopping cart files and we did a visual walk through and looked at the code.

After that, I spent some time doing emails, tech support, and recording notes.

 
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Shop 5989 push code 2/12/2020  

Bryan and I pushed up some new code. Once it was pushed, Bryan found a small problem with one of the pages. He reversed the new code changes and will work on it tomorrow and then we will re-push that section.

 
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Shop 5991 General 2/12/2020  

General clean-up for the day and recording notes. Pushed up a bunch of new screenshots from a meeting with Chuck and Alan.

https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=5966 - screenshots for WanderWays website and the camp adilas project

 
No po photos available. Click to view time details.
Shop 5714 Steve - E-Mail & Coding 2/13/2020  
 
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Shop 5881 Adilas Time 2/13/2020  

Touching base with Alan, Steve, and Dustin. After a little bit, Steve, Alan, and I were talking about where we can go and what would those positions look like.

- Alan was talking about helping to break up some of the bigger projects into smaller and smaller pieces. And how he could and would like to help with some of the project management. Almost having individuals being small scale specialist in certain areas. Lots of small victories.

- Steve had a question, what about all of the small little things that keep popping up? Bugs, fixes, updates, and small maintenance issues. Some of those little things are really tough to manage (shear volume and switching gears every second).

- Sometimes we lose a lot of ground if we have to switch back and forth between too many projects.

- Currently we are all spread so thin... we can't get anything done quickly. Small talks about small teams and small sprints.

- Setting up expectations, meeting times, etc. Then following through on those pieces.

- We can really get some great on the job training going on. This will really help all of the pieces as we go forward.

- Steve was saying... maybe we have Cory be the door (gateway), she then communicates with Brandon and Steve and Alan. These three work together and talk with Wayne (server stuff) and then help and deal with the rest of the developer pool (all of the other guys and how deep the water is).

- Putting in shields, bouncers, and processes to help us say no, not yet, yes, or maybe. Some of those answers are tough, but it you have a shield, it becomes easier. You can virtually hide behind the process in a way. Drawing lines and setting up expectations. Healthy boundaries.

- Gaining victories by having our guys get their own victories (helping others and helping them get their projects done). Basically, a management structure in some ways.

- Data assembly line - set the expectations, really spend the time to check things out and do good progress reports and sign-offs, and then move forward as possible.

- Helping to remove obstacles from each others path and shielding each other.

Towards the end of the meeting, we had Alex and Cory join us. Each of them reported in and we fixed a small bug for Cory and pushed up the file.

 
No po photos available. Click to view time details.
Shop 5992 work with Danny on pushing code for plant tags 2/13/2020  

Met with Danny to figure out if we want to go ahead and push new code up to master or wait for Dustin.  Dustin and Danny discussed this and they felt it might be best for Danny to push up his code and then Dustin when he is ready.  We worked on the code but didn't push it. Brandon has a question for Alan before pushing it.

Part way through the meeting, Kelly joined and wanted to show me an issue with some inventory reports and costing. After we looked at the issue, we scheduled some time on Monday to get into deeper and look around.

 
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Shop 5487 Working with Shannon 2/13/2020  

Shannon and I worked on the presentation gallery outline. We mostly worked on the business function of data connections. Lots of organizing and brainstorming. We ended up with sub topics under data connection such as: data, natural connections, flex grid, cause & effect relationships, history & stats, chaining & mapping, systems, and reports & exports. Lots of fun ideas.

See attached for the current presentation gallery outline document.

 
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Shop 5978 Meeting with Josh 2/13/2020  

Josh sent me an email and he will be working with Alan tomorrow to push the code changes.

I worked on recording notes and reviewing things.

 
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Shop 5994 Talking with Alan about some code 2/13/2020  

Got on with Alan and asked him about some code that I wasn't sure of. After we finished, Steve joined and we had a good long talk about advancing the adilas business model into a trust of sorts. See attached for some notes.

Emails, tech support, and recording notes.

 
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Shop 5996 push code 2/13/2020  

Working with Bryan on a number of small projects. We merged and pushed some code. Part way through the process, he invited Molly on to the meeting. We talked about delayed inventory counting and then some on the fulfillment center homepage and storing RFID tags on quotes. Eventually we had both Eric and Steve on the meeting and chiming in as well. Somewhat of project management by group/committee. The main topic was the time frame between a quote/order and invoice fulfillment. Anyways, we had some good conversations.

 
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Shop 5997 General 2/13/2020  

Emails, tech support, reverting files for Danny, and helping to train Tanner on some new tasks.

 
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Shop 5603 Steve - E-Mail & Coding 2/14/2020  
 
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Shop 5995 Meeting with Josh 2/14/2020  
 
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Shop 5987 Samantha Standing Akimbo 2/14/2020  
 
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Adi 1644 New VPS Environment data0 and content server 2/16/2020  

Wayne is setting these up

 
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Adi 1645 New VPS Environment data2 2/16/2020  

Wayne is currently working on this

 
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Shop 5581 Steve - E-Mail & Coding 2/17/2020  
 
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Shop 5879 Adilas Time 2/17/2020  

Steve and I were on the morning meeting. Mostly talking about all of the crazy projects and demands on our time. Sometimes it gets nuts...

Eric joined the meeting and Steve and Eric were talking about 3rd party solutions and how much they end up taking us away from our own projects. They do bring in money, funds, and work, but they also divide us, separate us, and sometimes give us a bad name - even if it's not our fault. Say they are missing something or don't have anything finished, it sometimes makes us look bad because their stuff doesn't work. Anyways, we had a few talks about the pros and cons of having and/or allowing 3rd party solutions. I think that we need them, but sometimes they are black holes and we lose a lot that way.

Eric has a background in helping software companies mature and standardize there processes. We may end up following some of that vein as we go forward.

 
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Shop 5986 Steve, Cory, Brandon-Catch up on projects and updates 2/17/2020  

Steve, Brandon, and Cory talking about projects and options for development and outsourcing some of the code stuff. Lots of talk about processes and getting things setup. Here is a link a great article on processes and documentation.

http://www.sitepoint.com/process-and-documentation/ - document about getting control of processes - great project management article

 
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Shop 5993 Working with Kelly 2/17/2020  

Kelly and I had a great meeting about the balance sheet and the next levels for adilas and ways to help our clients. Great meeting. There is a video out on the www.adilascontent.biz/videos site. The name of the video is: kelly_and_brandon_balance_sheet_talks.mp4. Really good stuff and worth going over again to get more notes. The video is 1:34 hours long. I would love to see things go to the next level.

After our meeting, I got with Wayne and we dis some checking on one of the database servers. Just trying to get everything up to date and fully functional.

 
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Shop 5998 Spencer, Steve and Cory shopping cart strategy 2/17/2020  
 
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Adi 1646 Metrc API Key per employee/user 2/17/2020  

2/17/20: Client wants to be able to track sales and adjustments in metrc by user/employee. Steve has done half of this or more already. Need to pick back up on this. Field will be in the user profile- if blank= pull api from 3rd party solutions page. If api key in field= use the employee key. If bad key, will get an error.

 
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Shop 6014 General 2/17/2020  

Emails, tech support, and phone call with Shawn. Also some quick work with Bryan on some adilas API socket stuff for the customer queue.

 
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Shop 6000 Sales tax calc bug 2/17/2020  

Working with Cory on a possible tax calc bug. It ended up that it wasn't a bug, it just needs to be extended to some other with tax included scenarios. The question was dealing with sales tax calcs and settings from the store/locations, or the customer settings, or the cart settings. We just need to build it out a little deeper to handle the with tax included items if the customer is set to something different (say a tax category of government or something) and the items are set to with tax included. It removes the tax but it doesn't back the price down to what it would be without that tax. Sort of missing a step, but only for a certain scenario.

Towards the end of the meeting, Cory and I talked about getting other key players involved in certain projects. We were primarily talking about Kelly and Molly and other power rep/consultants. We talked about who is going to be the project manager and who would be the consultant on that project. We may need to define certain roles to help things flow better. Some of our projects will be built for our clients and some of our projects will be built for our power rep/consultants. There is a small difference as to who the client is. Somewhat internal or fully external.

We also looked at another project and some small bugs that need to be looked at on the general ledger stuff.

 
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Shop 5977 project check & push code 2/17/2020  

Working with Bryan to push new code. Pushed two projects and talked about another project. We ended up talking about processes and project management stuff.

After the meeting with Bryan, Steve and I chatted a bit. Here are some of our notes:

- What do we think of hiring outside developers? Pros and cons.

- What if we owned our own 3rd party solutions - say PHP widgets direct to MySQL backends with no API sockets (direct database connectivity)?

- The deeper we get, the more settings start playing into the game and the strategy.

- Who is watching the big picture? Where are we headed?

- The developers need a place to land and they want to be part of something. We have seen this over and over again. They can do awesome stuff on their own, but they could be doing much more if part of a team and someone else was managing the day to day stuff for them.

 
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Shop 5682 Steve - E-Mail & Coding 2/18/2020  
 
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Shop 5885 Adilas Time 2/18/2020  

On the morning meeting with Steve. He and I were talking where we are and what is going on. Lots and lots of requests. Almost to the overwhelming level... We have tons of options but it's hard to know which way to jump and/or react. We talked about costs, sales, development, R&D, and what we need to push on and what may need to be trimmed back. Lots to consider. Good problems to have but still stressful.

 
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Shop 5416 Developer Training 2/18/2020  


 
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Shop 5912 Developer Training 2/18/2020  

Alan did a team training on database queries and sub queries. I got lost at the end, just because it was new terrain. It is good to go over that type of complex query. We had Alan, Brandon, Danny, Josh, and Bryan on the training session.

See attached for the video recording. 1 hour.

 
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Shop 5486 Working with Shannon 2/18/2020  

Shannon and I did a brainstorming session on what the flex grid tie-ins offer. That was fun. Part of the presentation gallery outline as part of the data connection business function. See attached for a copy of the outline (still in progress and being worked on).

 
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Shop 5999 Working on balance sheet stuff 2/18/2020  

Emails and tech support for the first little bit.

Working on element of time # 1477 - in adilas - dealing with QTI or transitional invoices and how they show and/or reflect on the balance sheet. At first, I was kinda lost as it took some time to get into the project. I ended up drawing out some scenarios and then creating new test data to make sure that I was getting the pieces that I needed. Lots of prep work. Once I got into it, deep enough, I was able to start writing code and testing. Lots of cause and effect actions and reactions.

 
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Shop 6005 Danny, Marisa and Charles 2/18/2020  
 
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Shop 6002 SHAWN 2/18/2020  

Shawn called earlier in the day and wasn't feeling well. No meeting took place but we did touch base.

 
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Shop 6007 push code 2/18/2020  

Bryan and I pushed up some new code. We did two small projects (merge and push) and then talked about a new project. Bryan would like to use the custom numerics table to do some real in-line database extensions. He has done a couple projects like this, using the custom tables and tying them in as needed. This particular project deals with a company that needs a 3rd salesperson (user/employee) added to the invoices. We talked about how to do that via black box code and using the custom tables (text, numeric, dates, json) as the extensions. It's fun to see them being used. More solutions to come.

https://data0.adilas.biz/top_secret/developers_notebook_home.cfm?q=real%20in%2Dline%20database&sort=asc - research on real in-line database extensions

 
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Shop 6016 Call with Calvin 2/18/2020  

Phone call with Calvin to go over up coming training and webinar for the adilas label builder. We went over an agenda and chatted about some ideas and options.

 
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Shop 5888 Adilas Time 2/19/2020  

Emails, tech support, and API socket help. Danny had some questions about a report and a project to add some new columns. I also did some review on a document for project management.

 
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Shop 5437 Meeting with Brandon 2/19/2020  

Weekly meeting with Brandon

 
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Shop 5990 Meeting with Chuck 2/19/2020  

Met with Chuck and Alan for a weekly check-up meeting. We talked about project management and I sent Chuck a copy of a document that we've been reading and reviewing. After that we talked about the adilas shopping cart and how to help that project out. Chuck is going to organize a meeting with some of our designers and developers to talk about the cart and how to do a full re-write. We got a bid from a developer, and it is looking like it would be around $20,000 (ish).

After our meeting on the cart, we jumped into a small review of the WanderWays tool - camp adilas project. Chuck has been working on the look and feel settings page. See attached for a couple of screenshots. By way of an update, the settings were getting to be so many that Chuck had to redesign and reuse the space better. Lots of work is going into that. Also, as he is going over all of the needed settings, it is helping to refine what is actually needed and how best to set things up and organize those values. For example: all the colors in one spot, all of the font types, and all of the possible background options. Everything needs its own spot.

The last topic of the day was planning for the future. We talked about setting up some of these current projects with an outlook (plan) and setup for future projects.

 
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Shop 5921 Meeting With Alan 2/19/2020  

Alan and I met to go over projects and a project management document. We are trying to figure out our style. Before we got started, I asked Alan a couple of questions about SQL (database) queries, sub queries, and test cases. We spent most of our time going over the process and project management document. Super cool. Alan had gone through the document and highlighted some of the key points and pieces. We actually recorded the meeting. See attached.

 
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Shop 5934 Meeting With Brandon 2/19/2020  
 
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Adi 1647 Assigning buttons to two different member types. 2/19/2020  

2/25/20: This project would require physically changing quite a bit of code. Currently it affects one id. The new code would be id, id. Not impossible. Would you want a builder so you could choose multiple customer types from the list?

2/19:20: Currently you can set all as default so it would be great to be able to choose two.Screen Shot 2020-02-17 at 11.06.10 AM.png

 
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Shop 6012 General 2/19/2020  

Emails, tech support and recording notes.

 
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Shop 6006 Deploy springbig Points Auto Redemption 2/19/2020  

Working with Eric on his projects. We got two projects merged in and pushed up to all servers. The last one had a fair bit of merge conflicts that we had to resolve. Making progress.

 
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Shop 6003 SHAWN 2/19/2020  

Didn't hear from Shawn today. He must still be sick.

Spent the time recording notes and trying to get caught up.

 
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Shop 6013 query 2/19/2020  

Bryan and I talked about ways of using the real in-line database extensions in real life. He was to the query point and trying to figure out how to add/edit and filter by the extensions. We talked about options. We talked about using queries of queries, adding columns after the fact to the main queries, adding in aliases (with the correct data type) before hand, and even using functions like QueryAddColumn, QueryAddRow, QuerySetCell, etc. that already exist in Adobe ColdFusion. Lots of drawing and talking about options and funneling things down to usable values.

 
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Shop 5746 Steve - E-Mail & Coding 2/20/2020  
 
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Shop 5882 Adilas Time 2/20/2020  

- Steve was saying that we virtually have some water in the bottom of the boat - maybe we just need to bail out some water and keep going

- Triage (medical term for limited resources and trying to help out who ever you can based on needs, requirements, and survivability) - sterilizing the environment - treat it more like a doctor's office - do you have insurance? Yes,no. If yes, come in, if not, please have a seat in the waiting room. We have some many things going on all the time, it is starting to distract us and we aren't getting things done as quick, well, or focused.

- Steve and I spent some time talking about our developers and who is doing what.

- We have a new and upcoming project to redo the main adilas shopping cart. We talked about options, costs, code languages, and ROI (return on investment) stuff. We still have a few questions, but we are making head way and figuring things out.

 
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Shop 6008 Meeting with Danny to review id 1640 project 2/20/2020  

Cory ask Danny to take on this project to amend a report based on id number 1640 (time id inside of adilas - as a community funded project).

Working with Danny on the project. We did some code management stuff (Git and bitbucket) and then started in on the project. We wrote down requirements, questions, specs, cautions, etc. We then started working on the actual code pieces. Not sure, but I'm planning on working with Danny on this project all the way through from start to finish. It may be a bit deep for him to do on his own. Great training session.

 
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Shop 5484 Working with Shannon 2/20/2020  

Shannon and I were working on the presentation gallery outline. Our topic for the day was accounting. We got to a certain point and basically said "plus, plus, plus" meaning and it just keeps going. I was ready to stop and Shannon kept asking some great questions. Before long, we had more than double what we started with and were still going. I'm really glad that she kept asking questions and having us talk about things.

As a fun takeaway from our meeting, we talked about making conscience decisions and then sticking to those decisions. For example, we often say to people, sorry, but we do it this way vs that way (fill in the blanks). As Shannon and I were talking, we decided that we are not doing this because we have to or we got forced into something. This, what we do and why we do it, is a conscience decision and that's what makes us who we are.

See attached for our brainstorming document. You may have to scroll down to page 18-19 to get to the new brainstorming stuff on the business function of accounting. Just for fun, here are some of the ideas...

- We started out with basic stuff like: balance sheets, P&L's, user-maintained items, system maintained items, accounts receivable, accounts payable, aging, reimbursements, expenses, banks, inventory tracking, layaways, work in progress, loans, etc.

- Next we got into photos, media content, custom documents and ways of connecting with other outside file assets (documentation).

- Natural flow, flex grid tie-ins, payroll, people, deposits, invoices, customers, users, stock/units, floorplan, tons of reports and exports, bank reconciliation, etc.

- Slight switch to more concepts such as: operational lead accounting, mapping, roll calling, translating, where do the numbers come from (relationships and cause and effect options)

- Loyalty points, taxes, sales tax, withholdings, PO's, manufacturing, inventory tracking and manipulation, life cycles, going backwards and forward, and automation.

- Traditional vs non-traditional accounting

- System and how that makes a difference - everything is there and you can start to interconnect the pieces - digital storytelling

- We do accounting because we have good data - the accounting comes from the data

- Tons of permission levels and who gets to see what

- Accounts, ledgers, glossary, terms, and concepts

- Data assembly line, digital story telling, cause & effect, characters interact to solve trouble and problems, more relationships and building, maintaining, and in some cases destroying those relationships. Processes.

- Time - time is a huge piece of the puzzle

- How do we zipper operations and accounting together to close the gap between the two?

- How does the system handle roll call technology, who, how, what, and why???

- If someone can do their accounting by their own design and take it to their accountant (shoe box, spreadsheets, random records) - then why can't I create something that automates and maps out that process.

- We play according to the standards and the rules but we on purpose create the processes to get to those data points.

- Tradition - our biggest competition

- This is daily, real-time, sharing, no batching/waiting, managers and admin can look at things real-time, cloud based, editable, full history, audit trail, cause and effect, cart and horse, data drill-downs, proof behind your numbers.

- Why we chose to build in a non-traditional manner - because we see all the benefits and we want to keep going in this direction - conscience choice

- We are pioneering and we are on purpose creating tools that are proof of concept

- Crazy accounting things like phantom costs, funny money, slush funds, etc.

- Sub inventory and cost controls - perfect costing vs other costing models

- Normal revenue, COGS (cost of goods sold), gross profit, expenses, net profit, assets, liabilities, equity, retained earnings, etc.

- Future - we have a challenge and we build to solve that challenge that is before us - this is part of our accounting model

- Some people expect us to be completely done but we are not done - we are going to keep building and breaking, building and breaking. That is part of our model.

- You really need human input at certain places - decisions have to be made - you really can't automate some pieces.

- Ongoing development - bring your ideas - stone soup "Bring what you've got, throw it in the pot. We are making stone soup."

- Open to suggestions and new growth

- Things that drive change: pain, brick walls, burning platforms - all these pain points help to bring about change and new solutions

- Static vs dynamic - both flow and environment - things are built differently based on the conditions (static vs dynamic)

- Allow for updating inventory counts - how do you deal with theft, shrinkage, expiration dates, spoiling, and other inventory reconciliation stuff.

- In-store credit, accounts, discounts for terms, bonuses, games, vendor credits, etc.

- We give you the tools to play the game

- Accounts, sub accounts, locations, sub locations, phases, sub phases, etc. - details, layering, and stacking (aka space)

- Add notes to anything, able to add log notes and tie things together

- Track the story - the story is powerful - telling the story is your audit protection

- We can and do deal with multi-locational stacked models. We also deal with cross corp stuff and multi-worlds rolling up or down into the respective holding containers. It can get really deep and complex.

- We don't require you to do this... this, meaning how we do and track accounting, is optional.

- From Russell Moore back in 2016 - We can be a good companion with any other software package. Run any part of our application without using the pieces you don't want. We can feed information to any other software package you want to use. Adilas is a great companion software package for ANY business.

- Conflict management - it is okay to stand your ground. Be confident in what you have built and why you have built it that way. We are going in this direction! If you like what we are doing, great! If not, great, feel free to use some of our other products, services, or pieces if you would like. You do not need to apologize for things that are in line with your values and your vision. The vision helps us all work and succeed.

Anyways, fun brainstorming session. We will take these ideas and refine them into a section in the presentation gallery that deals with the business function of accounting. Great session and fun stuff.

 
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Adi 1648 API socket document for clients/users 2/20/2020  

Bryan Dayton (adilas developer) sent a copy of a document that he sends out to clients and users who want to work with the adilas API sockets. It is a great start. I would like to go through it and make it look nicer, more professional, and not pointed to the Bob Marley site. More generic and standard.

See attached for existing document from Bryan

 
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Adi 1658 New VPS client ID#729175 2/20/2020  

Moving Florida Systems to new VPS

 
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Shop 6001 Meeting with Steve 2/20/2020  

Steve and I were going to be meeting with Kelly, but she ended up getting delayed while traveling and security in the airport. We ended up having our own little meeting. Good stuff. Here are a few of the notes from what we were talking about:

- Businesses need all of the deep functionality, they just want it as hidden as possible. Smooth and pretty just feels better, even if it does do as much.

- What if we keep flipping our model? What we mean here is... as a client or a rep keeps asking for more and more, what if we help direct them in such a way that we can get it done? This could be done by meeting with them, planning out what needs to be changed, offering solutions, listening, and taking down notes. Lots of possible options and then we gain from the source vs being pushed away from the source.

- Steve and I talked about the concepts that we are built on vs the code we are built on. Straight up, the concepts that we have built on are 100 times more valuable than the code that we have built on. Our code set is 1 of 1,000's of possible solutions. However, the main core concepts, those will need to be used every single time that someone does what we are doing. Even though you can touch some of the concepts, there is huge value there.

- We were talking about ways to get funding and the down sides to that. We talked about getting overextended and having huge amounts of debt. That is no fun either. Other talks about possible funding sources such as: grants, selling our services, getting partners, investors, loans, venture capital, donations, and leveraging other assets.

- MVP - minimal viable plan (the p could be plan, product, etc.) - I like the plan option for what we are doing and working on.

- What about the adilas marketplace (adilas world)? Lots of options out there as well.

- Everything that we see is fracturing into smaller and smaller pieces. Development process, permissions, settings, servers, API sockets, single tools vs bulk tools, tracking needs, etc. Fracture is the key word. Kinda like "Legos". We may need some blue ones, red ones, and some yellow ones. It just keeps going and breaking down into smaller and smaller pieces.

- Business management and who will take care of what

- Pain and virtual bleeding sometimes help to drive us towards change

- Somewhat of an open source type model

- What is our direction and our pace? Pick a direction and then let it grow. In some ways, it feels like we pick a direction and then plant the seeds, then in a day or so, we dig it up to see how it is doing. I think we need to pick a direction and let it grow a bit.

- Our model has always been slow and steady...

- We are only able to move forward as we get funding - we get funding from...
>> Reoccurring revenue
>> One time services
>> Seed money
>> Donations and other sources

- We are stable currently

- 3 things...
>> Look at what we have - deep, deep
>> We are building daily - progression
>> We help you by bringing value - multiple ways
-->> Low cost for what you want
-->> You are able to move the system in the way that you want it - allow custom

- Maybe make it known what we are spending on new functionality and R&D

- This is who we are... we are who we are and we plan on maintaining that

- We need to take things with a grain of salt

- Our current direction is directing projects over to one main source (Cory) and then diving things out from there - a director of development operations - Steve and I have decided that we will let this play out for awhile before making a major change or shift.

- Walls and helping to sterilizing things - getting some separation

- Like an essay - tell them what you are going to tell them (prep), then tell them (main content), and tell them what you told them (conclusion)

- You can do that? or You can do that! - We love it!

- We have a team that helps and supports us... that is huge

- We, as a company, need to have our clients get in line. Sometimes we give preferences and special treatment. We need to help standardize things.

- As a skill, we have people saying that they are proficient in adilas as a skill set. Pretty cool.

- Constant development and pushing the ball forward. We are building and refining every day. Keep it going!

 
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Shop 6015 Discuss Leafly 3rd Party APIs 2/20/2020  
 
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Shop 6004 Recording notes 2/20/2020  

I had an appointment with Shawn but was unable to get ahold of him. I think he is still sick.

The rest of the day was spent catching up on recording notes, brainstorming, and emails. Lots of notes from today. Good stuff.

 
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Shop 5640 Steve - E-Mail & Coding 2/21/2020  
 
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Adi 1649 Enhancements to daily sales and profit report 2/23/2020  

2/25/20: Dealing with database changes, secondary numbers and some math. Best to have it default date to date ie one week, one month, one year to date (2/20/19 to 2/20/20) and then have the ability to change the date to 2/18/19 (two days earlier to match the day of the week) if needed. This would be a setting as not everyone would want this. Won't hard core control it. It would be a corp wide page level setting. The two settings would be 1)Do you want to show comparison and 2) Do you want to match date to date or day/month to day/month

Adding the average sale line would be simple- just some simple math.

2/23/20:

1)Add a line that simply pulls the same day of the week the year before and show on todays report for comparison.  Then we could simply add Variance of +/- what % they were to last years sales.

2)While we're at it we could add an average sale line by simply dividing total sales by transactions.  

These 2 things would make that report complete and they are what a lot of people want to see.  Going against last years sales is a great practice for retail business so adding this line would be amazing...keep in mind that if today, Wednesday, 2/19/2020 is being compared to last year the date would NOT be 2/19/2019....Instead it would be the Wednesday that falls on the same week...in this case it would be 2/20/19.
 
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Shop 5567 Steve - E-Mail & Coding 2/24/2020  
 
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Shop 5878 Adilas Time 2/24/2020  

Alan, Steve, and I were on the morning meeting. We talked about some of the new things that were going on over the weekend and also looking forward at some of the oncoming projects. Lots of moving pieces. There is also a building pressure on the main adilas shopping cart and helping to redo that project.

 
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Adi 1651 new website for adilascannabis 2/24/2020  

Danny to start design work and implementation of new website for adilascannabis.  the current website has not been updated in over 5 years and needs a major overhaul.  I believe we can do this relatively quick using wordpress template.  it will also give us the ability to initiate a blog which will help in SEO.


 
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Shop 5870 Adilas Label Builder training with Calvin 2/24/2020  

We had a great demo and training meeting on the adilas label builder. The primary presenter was Calvin Chipman of MyEasySoftware. In this hour long presentation, Calvin goes over the tool, shows you around, makes suggestions, shows samples, and also allows a small demo from a power user. Good stuff and great training event. See attached for a full copy of the video recording. 1 Hour.

 
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Shop 6018 Meeting with Kelly 2/24/2020  

Talking with Kelly and Steve about the balance sheet.

- The original balance sheet was developed in 2009/2010. It needs to be updated.

- The development of outside requests and how it almost creates legs or outshoots from the core.

- We want to consider the balance sheet in all of our development processes.

- If Kelly helps with project management, how does that look and where can we take it?

- The buck stops at the balance sheet. We really want to get more into the accounting market. The balance sheet will be a huge value piece of that puzzle.

- Seeing and paying for the value that they are getting from our continual efforts, meaning our clients.

- How do we roll this out in order to help our clients see the value that we are bringing to the table.

- On the coding side, there is more than just code languages that need to be understood. There is theory, there is concepts, there is a way of thinking.

- Some of the coders/developers are only as good as their plans are... We need to help and fill in the gaps. Also, some of these guys have a hard time seeing all of the connection due to the fact that they aren't in there working on everything all the time.

- There is a huge amount of education that is needed to help translate to the developers as to what is going on.

- Steve was talking about how we are trying to do the projects and get those things going.

- If we start messing with the balance sheet... we are technically messing with all of the financials (cause and effect and multi-facetted).

- As we roll this out, we need to look at the progression and the succession plan (how it rolls out) for this part of the project.

- Due to requests, we get pulled in many directions. Sometimes that makes it tough.

- What is best for adilas? What is best for our customers? Often we get turned from our own projects due to funding and heat/pressure.

- There are a limited number of people who really know what is going on in the background. We need to expose some of that knowledge and/or know how.

- Our customers get drunk on technology... they just want more and more. That is both good and bad.

- Sometimes we have a disconnect between adilas needs and customer needs. No one is really planning and coordinating those needs. Many of them line up, but might be stated differently.

- Talks about how we can standardize things and get a better buy in from the CPA and accountant side of things.

- Starting out of thin air vs a process to get the ball roll - talking about where and how things start and how to help standardize the system.

- We are looking at aggregated systems (cross corp summaries)... before we jump there, we really need to focus on the individual corps first.

- What if we go back to the balance sheet and show how that is really your business (the core).

- Education and helping others know what is going. Maybe even as part of the adilas university.

- Talks about who is adilas and what do we want to be? How can we create a stable infrastructure that allows for more passive type management?

- What we have learned along the way are invaluable. Look at the last 10 years of development, ideas, and new development/inventions.

- The balance sheet is the report (snapshot in time) that helps us know where things are at.

- Back in October of 2010, we spent a ton of time trying to map out the system and what happens and how it relates to the balance sheet. That exploration process showed us a lot of things that have been super important in the past few years.

- Kelly really liked how Russell worked with and rolled out the Snow Owl theme. There was a plan, a product, a presentation, and education to go with it. The full meal deal. 

- We started talking about project management and people who have helped with some of these projects and helping to setup these requirements, maps, directions, tech specs, etc.

- What roles are we all playing? We've got talents and ways to contribute to the whole, but sometimes we are trying to bring things together but may be in the wrong spot or wrong role.

- We also talked about helping with training to get others involved and in the know.

- There were some funding options discussed and proposed by Kelly.

- From Steve, adilas just needs to be the software piece. We may not need to be all of the other pieces.

- Making less work for a user by harnessing technology and AI type decisions. All kinds of things happen all the time, we just need to figure out which actions are key indicators and/or triggers. Learning to harness those triggers.

- Automation of onboarding and that flowed information into corp-wide settings, industry types or verticals, and how to help that information translate into settings, permissions, and user happiness.

- From Kelly - Some of our biggest clients have come from some of our little guys that started years and years ago. We have basically helped them bring value to their organization. There is a difference between little guys and enterprise levels.

- Some of the people who help to service the solution have made way more than the actual tool itself has made.

- Talks about charging for support and how does that look and roll out?

- One of our biggest walls (internally) is who is going to build it and make these things happen? We have some people who can plan things and figure out the requirements. We need more people who can actually do the building/development.

- Live chat and making certain help options as a value add-on. Small talks about Full Circle (3rd party) and using some of their technologies. We talked about auto responses, automation, and human side stuff such as support tickets, live chat, phone calls, etc.

- Steve and I get so bombarded with meetings, we struggle with some of the other things that are on our plates. Too much of a good thing. As we keep growing, we keep hitting some new levels and then can't seem to push past that level. Eventually we get past a certain level just to find that there are more limits later on.

- Looking forward to some future meetings to help push this project forward. We need some time to plan this (the balance sheet) project forward.

- We may need an outside source to help us really focus on what is important. Sometimes we get too close to the subject matter.

- Versioning and maybe building some new pages and new functionality. We need to look at how we roll these changes out and how it plays into the main financials.

- There was some talks about life cycle dates and ranges. We may need to start out and show certain things as of certain start/end dates. Accurate, reliable, repeatable - that is the goal. As we change and move forward, we may be able to charge more for some of these new pieces. Evolution of the system.

- We are built on a good foundation - we can really build from here.

- There may be a future split between legacy vs enterprise solutions - everything has a value. We want to be scalable based on the size of the client and what they need.

- If we are reducing the number of systems required to run your business - there is a value there. If you start listing out the costs, you will be surprised. We bring value and we need to show that value. Finding that balance point. Real money savings can also be equated to time savings. That is huge.

- Let's do something about this! Keep making it better.

We did push up a video online. It is called kelly_steve_brandon_talking_about_balance_sheet_plans.mp4 and may be found at www.adilascontent.biz/videos and it is 1:37 hours.

 
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Adi 1650 Wayne to move NJ corps to the Data Warehouse VPS environment for client ID#729175 2/24/2020  

2/25/20: Steve will email Kelly regarding having R.....ll do their reports. Steve will also show Kelly new robust gram control.

 
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Shop 6019 Loyalty Points Fixes 2/24/2020  

I met with Eric and we went over some options and to do list ideas for the customer loyalty points. I'm grateful that he follows up and checks in constantly. Good stuff.

 
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Shop 5524 Business Consulting 2/24/2020  

Jonathan came over and we did a multi-hour consulting visit. Steve was on the whole time. Alan popped in and out, as he was travelling and going in and out of connectivity. Brandon took a bunch of notes and has them on his local file. The file name is called business_consulting_with_epic_enterprises.docx. Here is a small overview:

- Lots of talk about who is doing what

- We talked about friction, confusion, and under performance and how those things become the norm without a governing entity of sorts

- Overcorrecting and how that can hurt the bigger picture

- Lots of talk about a concept called "Heroism" and how it relates to actions and future growth. Not that it is all bad, but it does have its place and time.

- Strategic delegation - huge key

- Lots of talk on scope creep and helping to curve and/or control that where possible.

- Lots of talk about sales and what that means

- Cascading some of our vision and trajectory out a year or two... where does that put us? Are we scalable in the right spots? etc.

- History, were have we been and how did that lead us to where we are? Fun discussions.

- Recruiting the talent and people that we need to make it happen.

- We may need to shed some weight and virtually lop off some branches of the tree. It will help us focus more.

- Core vs custom - code and development

- Business verticals (full on industry specific stuff) vs functions and features (more generic or general)

- For some of our developers, we may need to cut off some of their access to help it flow through certain paths and processes. This is for us internally.

 
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Shop 6021 push code 2/24/2020  

We ran out of time. I sent some texts back and forth with Bryan and we also jumped on the phone for a few minutes.

 
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Shop 5668 Steve - E-Mail & Coding 2/25/2020  
 
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Shop 5886 Adilas Time 2/25/2020  

Eric and Steve were on the meeting talking about direction and 3rd party solution stuff. We really want to get to the level where we are actively charging for what we are really doing. Josh ended up popping in and had a few questions.

 
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Shop 5418 Developer Training 2/25/2020  


 
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Shop 5910 General 2/25/2020  

We were going to do some developer training but decided not to this week. Instead, we ended up just taking care of odds and ends. Bryan joined the meeting and we went over a small project that he has for promotion codes outside in ecommerce. His project is going to be really simple and will store and hold things in a simple JSON object. We talked about how, at some point, he will need to beef this project up and help build it out a little bit more. The first round will be really quick and small and then we'll circle back around and add more functionality as needed.

Towards the end of the call, Chuck joined and ran some screens past me. They are in the WanderWays tool - camp adilas project and adding in new inventory items. We went over what he has and also what we have in the main system. Good meeting.

 
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Shop 5494 Working with Shannon 2/25/2020  

Met with Shannon and went over some brainstorming and some notes from meeting with the business consultant. Mostly just talking about ideas, concepts, and how we are learning from these different scenarios. See this link for more info.

https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=5524 - business consulting notes

 
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Adi 1652 Customer Sort Enhancement 2/25/2020  

2/28/20: Jon Hudson will meet with Brandon on Monday 3/2/20 to get details and lined out on this project.

2/25/20: Sort by last name and then by first name (retain last name sort as well)

When searching for a customer, it appears alphabetical by last name, which they want, but they also want it then to sort alphabetically by First name. 

Need to add snow owl theme and then data table. Then you can use the search field. 

 
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Shop 6027 General 2/25/2020  

General stuff. I reviewed a video that Russell sent over for the new and upcoming shopping cart (12 minute video). Also did some other research on the cart and what we are looking for. Lots of good stuff going on.

On a phone call with Calvin going over the meeting and training/demo yesterday for the adilas label builder. I sent him a list of servers and he will be updating his list. This is a setting inside of the label builder. Also, he reported on his progress of taking his Windows app (hybrid app) out to the web. He is making progress and reported on where things were at.

 
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Shop 6009 Steve, Cory, Brandon-Catch up on projects and updates 2/25/2020  

Meeting wit h Cory and Steve and going over projects. We did a few quotes, went over some projects, and advanced the ball a bit.

 
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Shop 6011 Meeting with Jonathan 2/25/2020  

Meeting with a number of folks. The goal was dealing with the shopping cart. We had Steve, Chuck, Jonathan, Cory, and a client on the meeting. The first part of the meeting was the client going over some of their requests. Here are some highlights from them...

- They would like to be able to send text messages from the customer queue

- They would love to have a hand-held scanner and have it automatically be able to update an unmanned cart. Some talks about using the built-in cameras on certain tablets and such. Other talks about hardware and software problems and solutions. Through the web, sometimes those pieces are hard to get to perfectly talk to one another.

- Lots of questions about barcodes, labels, and auto/bulk actions.

- They would like possible popup/modal type windows to see customer notes, maybe the last invoice, and even a modal popup on the ++ or advanced add to cart (haggle tools)

- The also spoke about major needs for tiered pricing - the same options that work on my cart favorite buttons and smart groups and tiered pricing. As part of this discussion, there were options mentioned about parent attributes, barcodes on buttons, advanced barcodes (QR codes), mini conversions, etc. This becomes a bigger and bigger need. It also needs to be more standardized. Lots of options, but because it could go so many ways, it is hard to find the correct path. Too many options.

- Along the tiered pricing vein, there was also a request to be able to assign items (subs or child packages) to a pricing tier through the build new PO process (bringing in the items and assigning them to a pricing tier as part of the inbound process).

- They really want a fully interactive cart, yet still locked down, yet still super powerful, yet super simple, yet, yet... Lots of requirements.

- Training mode, how to get to the best training and how to connect the dots. We have help files, news and updates, videos, etc. - but we need a way to get to that really quickly. They, the client, were also requesting that each new feature has a full tutorial and/or video. They only wanted the things that were fully done to be added to the news and updates.

- They would love for more onsite or local training options. They love the time and are willing to spend the money. They would love to get the training options to be standardized and regular (scheduled and consistent).

- They love the bulk update cart functionality

- Being able to bulk print labels and skip steps (save as a quote or cart checkout). The also wanted to be able to flag certain items that they only need one label vs multiple new labels per quantity, etc. It sounds like it could be pretty deep. There were also requests to be able to bulk print labels from the PO. Calvin's new adilas label builder does do bulk labels for invoices and PO's. They just might need some training.

- Online orders, ecommerce, and even options for delivery.

- In the cart, being able to see it at all times. Having some sort of split screen where there are items or look-ups on one side and all of the items on the other side. Lots of one pagers with asynchronous connections and easy flow through the sections and/or pages.

- We love ideas and helping to push the ball forward. The needs keep coming. We just try to keep solving those pieces as we can.

- We also allow the clients to chime in and help us prioritize, fund sharing, and have a say in where things are going.

////// more notes after the client left - Just Chuck, Jonathan, Brandon, and Steve

- Steve - a big thank you out to both Chuck and Jonathan - you guys are stepping up the game. He was also talking about collaboration between the different developers and how cool that will be.

- There may end up being 8-10 versions or variations of the shopping cart. At some point, we need to separate the logic from the view/design. Jonathan was also talking about putting the specialty features into settings so that each cart may be more configurable. Good stuff.

- Questions from Jonathan about market analysis and what does that say for us? Sadly, the reality, we haven't done anything there. Lots of options.

- There were some talks about having a system to run your stuff vs trying to marry all of the individual pieces together. There is pain on both sides, but we are heading towards the systematic type approach. Trying to bring all of these things together.

- Time to value - how many clicks to get those needs fulfilled. Not that we can't do it... we just need to figure out how to help speed up the process and make it easier and more easy to get to those pieces and features.

- Smoothing out processes and making it easy to get to the places that they need to. It kinda comes down to navigation and visual flow process. Aka - the full user experience.

- Steve was talking about how making these pieces work together to get all of the POS (point of sale) systems, inventory tracking, CRM (customer relationship management), CMS (content management systems), accounting, reports, and backend storage all in one place. That is the dream.

- Some of our clients are virtually starving for instructor lead training. Jonathan is saying that there is a barrier to entry to this... meaning the learning curve to fully know adilas. We need to help provide it and also help to standardize it. Small talks about competition, reps/consultants, and ways of teaching the processes, pieces, and principles.

- Small mention of the adilas café and how some of that would help us provide training and service type options. You could get training from the adilas university or you could get direct training and/or hire a certain person to help fill a certain need. Think of all of the power users that could offer services and/or training. What if we could show user stats on who has done what and what level they qualify.

- From Chuck - what about a monthly webinar? We could plan it out, record it, charge for it, etc. We could do digital meetings, in-person training, instructor lead trainings, etc. As we keep updating the system, we need to keep updating the videos. Maybe even using YouTube as a primary source of training. Possible Facebook groups, tips of the day, etc.

- From Chuck - doing light idea mining when we are out and about. For example: Hey, what processes do you do to sell things? We then record that and start making some settings, permissions, and selections together to help them with what they are doing. Presets per industry. Sometimes it is so overwhelming... we could really create virtual profiles and help with settings and configuration stuff.

- From Chuck - small talks about web components and being able to customize things on the fly. Separating logic, functions, views, displays, processes, etc.

- Lots of settings and even helping those people get to those settings and help it make sense for each industry. Settings and configuration options. Groups, categories, settings, nested presets, tiered pricing, labels, etc.

- From Chuck - he really doesn't like it if we do a process and then virtually dump him in an unfamiliar page (backend navigation). That comes back to page flow and user interface. We will keep working on this. If we send the users to the correct spot, we don't lose them and we even help them know what the next step should be. This may take some mapping and design stuff.

- Trying to stay small but still looking for talent and help.

- Help file on barcodes - https://data0.adilas.biz/top_secret/help.cfm?id=413&pwd=cart - barcodes can really speed up shopping carts and there are tons of options. This is an area that could still be developed out further and enhanced. Just an idea.

See attached for a number of other resources. There are a couple of videos and some research on shopping carts and POS interfaces (point of sale interfaces).

 
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Shop 6022 push code 2/25/2020  

Bryan joined the meeting right at 4 pm. The other meeting was still going so he gracefully bowed out. The earlier meeting was only scheduled for an hour and ended up taking three.

 
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Shop 5891 Adilas Time 2/26/2020  

Helping Dustin with pushing up a file to overwrite a previous file. Lots of time on emails, recording notes and adding in meeting notes and documentation.

 
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Shop 5434 Meeting with Brandon 2/26/2020  

Weekly meeting with Brandon

 
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Shop 6010 Meeting with Chuck 2/26/2020  

- Recap of some marketing strategies - going after niche markets and/or advertising the general adilas platform

- We would like to setup some meetings to talk about targeting certain verticals and then building out those pieces

- Start working on the camp adilas project and dividing out the pages

- Talking about training and setting up trainings, conferences, and digital meetings

- Somewhat of a digital bootcamp with a specific topic - planned out, training, homework, and then making those trainings available after the fact

- Charging for training without going over the top - covering costs and making some money

- We had both Wayne and Alan join the meeting and ask some questions.

- We did a whole section where Alan started talking to us about project management and starting to show us what the process is looking like. Everything from mock-ups, wireframes, test cases, tech specs, sign-offs, timelines, and budget stuff.

- Trying to break things into smaller and specific tasks. Front end team, back end team, etc. Even talking about goals, requirements, timelines, and key phases and milestones.

- Chuck started showing us some new design work on settings and what not. Lots of work in the settings area. See attached for some screenshots.

 
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Shop 5929 Meeting With Alan 2/26/2020  

See attached for a small video recording of part of our meeting.

Alan and I were going over project management, documentation, definitions, and how we plan on creating our own process to help out the adilas developers. Lots of talks about who is going to do what and how we can get build based on those processes. We also spent a lot of time talking about pros and cons of the adilas model. As we move forward, we are thinking that more physical and actual structure will be critical. This deals with roles, return and reporting, and being able to follow-up on tasks and assignments. Brief talk about using the existing adilas sign-off process to help us get the sign-off pieces that we need.

The last thing that I want to record is we want to make some choices and then stick to that. Currently, we are still wavering between decisions. We just need to decide and go for it.

 
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Shop 5941 Meeting With Brandon 2/26/2020  
 
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Adi 1653 View all link from Balance Sheet for Inventory Value isn't linking to proper page 2/26/2020  

3/11/20: Isn't actually showing all. Is showing all active. When you go to this page and click show/hide criteria, you can see it is defaulting to show all active.

Needs to be re-mapped in order to match the balance sheet value.



 
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Adi 1654 Reprint tab for labels after cart is invoice 2/26/2020  

3/2/20: It would bulk print from an invoice, not a cart. Another way of accessing the page. Add a button to the invoice. Get info from invoice- not from memory. 

2/26/20: Clients would love the ability to reprint labels after cart has been closed out and turned into an invoice.

 
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Shop 6020 Loyalty Points Fixes 2/26/2020  

Working with Eric on the accounting for special accounts and specifically customer loyalty points. We went through a number of scenarios on the P&L and the balance sheet. Lots of drawing and mapping things out. Very productive meeting.

 
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Shop 6030 push code 2/26/2020   Met with Bryan and reviewed page and made comments on bitbucket (pull request 762) and will push code up to all servers for Bryan once he reviews and gives me the ok that he was ok.
 
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Shop 6025 Meeting with Josh 2/26/2020  

Met with Josh and pushed some code up to data 0 to test parts page changes. I need to merge those 4 files into master and push them to all other servers. Also met with him to work on bulk labels changes and he will send me files when he tries to work something out.

 
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Shop 6031 Meeting with Wayne 2/26/2020  

Met with Wayne to go over some new code. He is working on ColdFusion custom tags and helping us to standardize some of the images stuff. The branch that he is working on has changes to 1,400+ files. Sort of a global sweep. We talked about some options and will be moving forward with pushing those files and changes up to all servers.

 
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Shop 6035 General 2/26/2020  

Emails, recording notes, and documenting things.

 
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