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Adilas.biz Developer's Notebook Report - 4/1/2011 to 4/30/2011 - (38)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 437 |
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Daily Tasks | 4/1/2011 | • Fixing a virus problem and reformatting a laptop for a company. | |
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AU 438 |
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Daily Tasks | 4/2/2011 | • Bringing up the laptop computer for the company. | |
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AU 439 |
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Daily Tasks | 4/4/2011 |
• Bringing up laptop and getting databases to talk for a company. • Quote and email to a potential customer about setting up their first corp. • Made a quick call to a customer and offered to reduce their rate by half if they wanted to stay on with us. • Did some review on elements of time database tables. Reviewed notes and wrote an update email to prospective customer. • Started a week long push on the adilas “any” scheduler application. |
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AU 2195 |
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Tech - Database Tables - Elements of Time | 4/4/2011 |
Database Tables: Elements_of_time – the main time id and element Time_action_logs – automated to record changes in the action status - (?) may need an ending daye/time Time_sub_assignments – actual assignments to main - time_sub_pools – pool names - time_sub_pool_assignments – assignments to a pool - Optional tie to the assignments but not required (all work together) time_sub_comments – comments and notes time_sub_dates – sub dates and times time_sub_gps – gps subs and/or rfid tags table time_sub_payroll – this is how you tie time to payroll time_sub_reminders – this is a sub table to make assignment to remind users time_sub_sign_offs – this is a sub table for sign-offs and sign-off assignment time tmplates – helps to define the needs and settings used for the elements of time When testing…. Add mode… start date, date/time [end date, date/time, none, +/- numbers, every frequency] Edit mode… start date, date/time [end date, date/time, none, +/- numbers, every frequency] Total time with decimals – make sure the conversions work out okay Check every major switch use _ … on the template |
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AU 440 |
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Daily Tasks | 4/5/2011 |
• Added a new logo for a company. • Working on the element of time. • Working on the time homepage. • Commissions and checks. • Worked on the main search form for the elements of time. • Started working on view, adding and editing the master time templates. • Made a quick email update and sent a small screen shot along with the email. |
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AU 2196 |
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Brainstorming Elements of Time - Needs & Form Layout | 4/5/2011 |
Needs for the element of time: - Home page (nav, add new, search form, results, maybe grouped results - Add/edit templates – admin - Add/edit main element of time - Add/edit subs - Advanced search (main and subs) - Advanced search results (main and subs) - Printable - PDF (save as) - Photos - Payroll - Billing or adding to cart (invoice, quote, recipes, my cart favorites, single and multi) - Quick search (numeric, date, new, home, last, all, alpha) - Flex grid stuff - Bulk sort subs… see the work with time page - Void or back out - Admin only or private - Quick drill downs (smart links) - Apply session var (hold to use later) - Initializing templates and setting up items by default - Changing templates (editing the main) - Work with time – work sheet or work area edit line items type page – void, edit; allow for quick status changes, color changes, notes, single assignments, etc., links, bulk sorts, etc., almost like a shopping cart for time When adding the main… allow step by step, allow a preset template, allow a preset date or time, allow a tie-in to a session element of time. If tying to a customer (in add mode) (or edit mode) allow for a search to be conducted or a customer right from the add mode. Figure out a good flow process. Ideas for a time search: - Report Type: Details, Calendar, Time going down, Time going across - Template Filters: All, (drop down menu options) - Created By: All, (drop down menu options) (include inactive users) - Basic Assigned To: All, (drop down menu options) - Time Period: o Daily: (enter the day you want to see) o Weekly: (presets) o Monthly: (month & year drop down menu) o Custom Date Range: _____ to _____ |
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AU 441 |
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Daily Tasks | 4/6/2011 |
• Working on the master time templates. • Started working on step one of the main add/edit process for the elements of times. • Posted files and sent an email update. |
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AU 442 |
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Daily Tasks | 4/7/2011 |
• Reviewing my notes on the “any” scheduler and elements of time. • On the phone with Steve going over a couple of things. He has some people that want some custom stuff for the flex grid. They would like more details and quicker access to the photo galleries. • Working on adding the main element of time. Pretty complex and very dynamic. The page can submit and show from 10 fields to 40+ fields all from the same page. The master templates control the add/edit page. This allows for each corporation to setup and create their own types of time. They types or templates are then tied to sub or add-ons to time. The add-on’s become the functions of time. • Finished up files for the day and posted them online. • Grabbed some screen shots and wrote an update email. |
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AU 462 |
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Daily Ideas | 4/7/2011 | -One of the future areas for growth inside of adilas will be in clean-up, automation and changes made to database via code. This includes creating new tables on the fly and changing data source and table info on the fly. | |
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AU 2197 |
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Ideas for Add/Edit Main Element of Time - Form Layout | 4/7/2011 |
Ideas for add/edit main element of time: Basic: - Time ID: ______ - Template Name: ______ - Title/Caption: _______ * - Start Date: ______ * (use m/d/yy format) - Start time: ______ * (use the h:mm am/pm format) - End Date Known: (only check if end dates are known) - End Date: ______ * (use the m/d/yy format – leave blank if unkown) - End Time: ______ * (use h:mm am/pm format – leave blank if unkown) Better: - Start Date or Start Date/Time: (with signal buttons) o Auto – today’s date/time o Custom - _______ (date) _______ (time) • (Check the incoming date/time if not today preselect custom) - End Date/(Time): (signal buttons) o Unknown – blank – still open o Auto 0 today’s date/time o Custom - ______ (date) _______ (time) o Use system (to calc)- • add ____ (value), (select from drop down), • add to start date/time ______ (value) (select from drop down) • In edit mode it will always be custom if already closed. - Total Time: o Auto calculate o Custom value (select from drop down) (maybe some java script to tie this to the end date) - Total Time Frequency: (drop down) - Target/Due Date/(Time): _________ (date) _________(time) - Closure/Finished: (click if finished, done, or completed) - Budget/Estimeated Value: ________ - Actual/Real Value: _______ - Assigned To: _______ - Priority: _______ - Action Status: _____ - Customer Assignment: o Customer ID: ______ o General Customer Field: _______ o New Search: _______ - Vendor Assignment: o Vendor/Payee Id: _______ o General Field: _______ o New Search: _______ (if used by both, add my own list value of “III” - Location/Place/Assignment: o Known location: (drop down) o General place/field: ______ - Invoice Number: ______ (default is 0) - Quote Number: )______ (default is 0) - Invoice/Quote Status: (drop down) - General Amount: ________ (okay to leave 0) - Choose Color: (drop down) - General Notes: (unlimited), (allow html, say and show in help file), (help replace enters with break tags) - Basic/Admin Status: o Basic o Admin Only - Public/Private Status: o Open to all who can view time o Make private – only you and users with admin permission many view (Only in edit mode) - Time Status: (drop down) |
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AU 443 |
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Daily Tasks | 4/8/2011 |
• On the phone with a customer going over stuff for a company. We just talked and touched base. • Worked on the main add/edit elements of time. Added three new options to the master templates and the add/edit main element of time page. • Spent some time trying to simplify the add/edit main elements of time page. • Added a new logo and colors for a company. • Worked on the add/edit main action page for time. Tons of custom error handling. |
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AU 2198 |
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Tech - Time Frequency Tables & Advanced Sort Values (Elements of Time) | 4/8/2011 | Time Frequency Tables & Advanced Sort Values (see photo scan in gallery) | |
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AU 444 |
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Daily Tasks | 4/9/2011 |
• Major clean-up on the main add/edit element of time page. Moved all fields to be left justified with captions off to the right. The old way was captions on the left and fields all over the page. The clean-up was my wife’s idea but really helped out with the overall look and feel of the page. It made my happy to see it take shape and become easier on the eyes. • Worked tons on dynamics custom validation on the add/edit main elements of time action page. Spent hours and hours just on the ending date/time options and allowing the system to figure out dates from values and time frequencies. • Full database back-up. |
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AU 445 |
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Daily Tasks | 4/11/2011 |
• New logo and colors for a company. Posted files online. • On the phone with Steve. We talked about current needs and wants for the system. We spent quite a bit of time talking about the element of time, new and upcoming changes and building a multi-corp daily/weekly report, good stuff. • Basic business stuff and brainstorming what we need to do to help speed up the processes inside of adilas. Brainstorming on the multi-corp, multi-location daily/weekly report. • Decided to split the po_invoice_line_items table. Created a special update page to split and migrate data off of the main table and in to smaller corp-specific tables. |
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AU 2199 |
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Brainstorming Multi-corp, Multi-location, Daily/Weekly Report | 4/11/2011 |
Multi-corp, multi-location, daily/weekly report: 1. Most of the info is on the po_invoice_line_items table that we need. That table is currently one of the biggest and fastest growing tables in the entire database. I would love to split it in to it’s own table on a per corp basis. 2. The new table would need to be created via code and get a dynamic name. Say: po_invoice_lines_117 where 117 would be the corp id number. 3. If you split tables it does a couple things… both good and bad… 1. The application should run faster with less to join and less to filter. (Thousands of records compared with millions of records.) 2. Cross-corp or multi-corp becomes a little bit harder. 3. This switch may lead to watcher tables that could contain all corps on one table with grouped data. 4. The underlying SQL would have at least one more dynamic variable (slightly more complicated) but would be very easy and straight forward. 4. We are headed towards location specific watchers and grouped totals. That would speed things up tremendously. 5. We need to add possible three to five (or more) columns to the existing tables. They are: (found in scan in photo gallery) 6. If we switch to separate tables… it will require some clean-up reports, new code, and some changes to be cascaded throughout the system. However, in the long run… this will make the entire application run smoother. 7. What if we did the migration all in one clean-up process. 1. Select a corp… 2. Create a new table… 3. Run through all PO’s per corp… 4. Run through all invoices per corp… 5. Back to the top and start over 8. We need to check code and make sure to update histories, and subs of subs, and all inv sub (connected to payments) line items… Any other connected tables. 9. Update the corp web service calls from the add_edit_corp_action page. See the corp-wide settings page for valid code. Small bug. 10. Before posting files and going live… make sure and double check flow and reports locally. Lots of new changes. Test, test, test! 11. Test for the existence of the dynamic table before starting a cart or a PO. 12. Include the table setup in the add new corp pages. 13. On invoices… I set the po_received flag to 1. I thought that could help with ordered status and/or ghost invoices. Kind of an extra play flag. |
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AU 446 |
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Daily Tasks | 4/12/2011 |
• Working on the split and migrate data page for PO/invoice line items. • Working through the code on the invoice side on the main pages. • Changed code to work with new dynamic tables and new fields. |
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AU 2200 |
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Tech - Changes being made to the new dynamic PO/Invoice line items table | 4/12/2011 |
Changes being made with the new dynamic po/invoice line items table: - See associated scans in photo gallery for 4/12/11 and 4/15/11 to see all table changes. |
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AU 447 |
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Daily Tasks | 4/13/2011 |
• Small email update to Steve about the split and migrate process of splitting the po_invoice_line_items table. • Working through the code page by page. Still on the invoice side. • On the phone with an associate talking about training. We may do a blitz here soon in the next couple of weeks. • Sent an email to Steve about training. • More work on the shopping code and changes with the new table. |
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AU 448 |
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Daily Tasks | 4/14/2011 |
• Working through dynamic PO table name changes. • Wrote an email to Steve about where we are at and what we need to do. Part of the email was about training. • More work on the PO side of the new tables and fields. |
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AU 463 |
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Daily Ideas | 4/14/2011 |
-The receive invoice page needs some pagination. I ran it the other day and it had tons of invoices show up. -I learned something again that I already knew. However, re-learning it will hopefully make it stick. We added a number of new columns to the dynamic PO/invoice line items table. What a pain to validate and cross validate between the main and the line items. It doubled the amount of work required. Basically, we have duplicated data on the main and line item (on purpose) to help with look-ups and searches. The normal process is the main holds the data (the 1 one) and the line items only contain an id to look-up the data on the main. This is a perfect 1-many relationship. If you duplicate the data, the process gets more complicated and you have to make sure that the main still controls the line items. Before: (invoices – line items/1-many), (line items – parts/ many-1) – normal 1-many. Now: the normal options still exists but there is also a new option (invoices – line items/ 1-1 and line items – parts/1-1). This new option is not recommended unless you have a reason and this relationship is just for searching. Here are the values that we added to the PO/invoice table: - The main is on the invoice table (customer_id) - New calc total (extended_tax_total) - The main is on the parts table (inventory_type_id) - The main is on the invoice table (invoice_type_id) - The main is on either the PO or invoice tables (main_paid_date) - The main is on either the PO or invoice tables (main_paid_switch) - The main is on the parts table (part_category_id) - The main is on the PO table (po_received) - The main is on the PO table (po-type-id) - The main is on the parts table (unit_of_measurement_id) -The take away is – only duplicate data if you have a reason, otherwise leave it as a 1-many relationship. |
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AU 449 |
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Daily Tasks | 4/15/2011 |
• Normal business stuff and reoccurring invoices. • Working on the PO/invoice line items tables. Finished up most of the new changes. • Did some work on the paid switches. • Ran the live split and migrate code for the PO/invoice line items. • Did a full database download and back-up. • Ran into problems with so many tables. Burned a back-up copy, finished up at 3:15am. |
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AU 2201 |
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Tech - Changes being made to the new dynamic PO/Invoice line items table | 4/15/2011 |
Changes being made with the new dynamic po/invoice line items table: - See associated scans in photo gallery for 4/12/11 and 4/15/11 to see all table changes. |
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AU 450 |
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Daily Tasks | 4/18/2011 |
• Reoccurring invoices, statements and emails. • Started working on the multi-corp/multi-location daily/weekly report. |
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AU 451 |
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Daily Tasks | 4/19/2011 |
• New logo and colors for a company. • Working on the multi-corp/multi-location daily/weekly report. • Decided to open it up to single corps and added drill-downs to underlying data. • Finished up report and posted files online. • Sent an email to Steve about the new changes. • Went into BATC (local Technology College) and my dad showed me a demo of some of the new interactive software that he has been playing with. Trying to get ideas for the adilas training application. 20 miles. |
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AU 452 |
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Daily Tasks | 4/20/2011 |
• Worked on the elements of time section. • Took some time reading and getting back in to the project, reading some notes. • Worked on the add/edit action page for the main elements of time. • Tons of template switches (on/off) and validation. • On the phone and then writing an email to a customer about GPS tracking stuff. • On the phone with Steve talking about white labeling adilas. Lots of options. |
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AU 453 |
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Daily Tasks | 4/21/2011 |
• Working on the add/edit main action page for the elements of time. • Basic daily business stuff. • On the phone with a customer going over payroll and tracking sick and vacation pay. • Spent some time doing some planning on what the work with time (edit line items) page would look like. • Sent a quick email update. • Worked on pulling the sub queries for the main element of time. |
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AU 2202 |
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Tech - Ideas for the Work with Time/Edit Line Items Page Layout | 4/21/2011 |
Ideas for the work with time (edit line items page) layout: 1. Basic Information: • Time id: • Template/Type: • Title or caption: • Start Date/Time: • End Date/Time: • Total Time: • Target Due Date/Time: • Status: 2. Options & Settings: • Action Status: • Priority: • Finished/Done: • Budgeted/Estimated: • Actual/Real: • General Amount: • Invoice/Quote Status: 3. Basic Assignments: • Color: • Customer (general): • General (customer/person): • Vendor/Payee: • General Person (vendor/payee): • Location: • General Place: • Assigned to: • Created by: • Created Date/Time: Add/Edit Customer: - Mode = add/edit - Id = cust id - Stock = 0 - Corp = value - Page Mode = time - Num = # 1. Breakfast 2. Conference 3. Call 4. Lunch 5. Follow-up 6. Dinner 7. Meeting Color Codes: (Table of colors and their values) - See associated scan in photo gallery, 4/21/11. |
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AU 454 |
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Daily Tasks | 4/22/2011 |
• Working on showing the main element of time. • Did a quick logo for a company. • On the phone with Steve going over needs and progress. We talked about training, elements of time, custom button and a rich interface. We set the goal to start working on rich interface and interactive map/touch on May 1st. • Spent some time brainstorming on ideas for the interactive map/touch stuff. • Did some emails and light tech support. • New logo for a company. • More brainstorming on homepages and graphical flow and reports. • Worked on outputting the element of time on the work or line items page. |
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AU 455 |
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Daily Tasks | 4/23/2011 | • Added merchant info for a customer and new logo for another company. | |
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AU 456 |
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Daily Tasks | 4/25/2011 |
• Logo for a company. • Working on the output and display of the elements of time (edit line items page). • Did some parts migration for a customer on their play site. • Sent an email update about where I’m at in the process. |
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AU 464 |
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Daily Ideas | 4/25/2011 |
-Random idea on cash drawers – what if they got tied to a location as a special sub. Basically, you choose your location, sell your items just like normal. Then during checkout you select the drawer (it then remembers your choice) and it gets tied to a drawer. If you pay for something it could also be assigned to a drawer helping us track exactly what is in each drawer. -Add an option on a deposit to subtract cash out of drawer and show where it went. Make it flow full circle. -On payroll – we need a new report that allows for the payroll reports to be pulled after the fact. -On the payroll searches – switch the default date switch to the pay dates instead of the pay periods. -On the payroll reports – we have had a couple of request to be able to completely hide “zeroed” out paycheck stubs. Maybe add an inactive status and make sure it is zeroed out before fully hiding. -You can build walls or you can build bridges. Walls keep people out and exclude – bridges help and invite. -Pat Lewis -A simple truth, stated plainly, is learned! I was at a baptism and saw small children keeping things really simple and people listening and taking note. Very simple. -The more you share “things” with people, the better you get and the more it becomes part of you. Start sharing. |
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AU 457 |
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Daily Tasks | 4/26/2011 |
• Working on the elements of time work page. Added a new template setting for show time in minutes or seconds. • Working on the search interface for the elements of times. • Finished up the first search and posted files online. • Sent a small email to an associate showing screenshots and progress for the day. |
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AU 2203 |
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Brainstorming Elements of Time - Action Status Logs & Changes | 4/26/2011 |
Action Status Logs and Changes: Action Start Date/Time – End Date/Time – Age, Action Done By Basic time search Assigned to/Person/Place Organized on left side: - Time ID - Template Name - Title/Caption - Start Date - Start Time - End/Date - End/Time - Target Date - Target Time - Status - Private - Admin Only - Photo (photo not yet ready) Organized on right side: - Action Status - Priority - Finished/Done - Finsihed/Done By - Budgeted Value - Actual Value - Invoice/Quote Status - General Amount - Color Code - Customer Assignment - Vendor Assignment - Location Assignment - Assigned To - Created By - Created Date/Time - Notes Time Actions: - 4 = stopped - 8 = completed - 9 = canceled - 11 = checked out |
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AU 458 |
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Daily Tasks | 4/27/2011 |
• 3 new logos for companies. • Emails and phone calls. • Small fixes on templates and inter-dependencies for date/time checkboxes. • Added a new default title/caption option to the time templates. This allows for presets if needed. • Started to work on the edit main element of time page. • On the phone with Steve going over new changes and progress. We talked about training, elements of time, CPA’s, marketing and reps. Really exciting stuff. • Finished up the edit main elements of time page and posted files online. Late night, up until 1:30am. |
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AU 459 |
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Daily Tasks | 4/28/2011 |
• Went out to a client in Wellsville with an Access 2007 problem. Then needed some fields and columns removed and some reports adjusted. 50 miles. (I had some help from above on this… It has been 10+ years since I have done a big project inside of Access; I felt I needed some help.) • Small fix on the dynamic preset title/caption option. • Created and emailed a screen shot to an associate. The screen shot was of 4 different pieces all tied together with notes about the dynamic default title/caption field for the time templates. • Working on the client and vendor/payee assignment. • Changes from the edit made for the main elements of time. This included a number of sub history messages. • Migrated over 1,000 customers and shipping contacts for a customer. Sent a quick email updated. • Added the time history page and the printable elements of time page. I added a mini-blog not and told an associate to logon and read the update from inside of adilas using a time element; kind of fun. |
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AU 460 |
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Daily Tasks | 4/29/2011 |
• Working on ideas for the advanced time search page. • Emails and phone calls. • On the phone with Steve going over reps, commissions and how to standardize the process. We are going to keep control of the sites and let people learn and grow slowly. We want to keep everybody that we setup. • Spent an hour writing an email about rep fees and options. Basically, I had talked with a guy on the phone and said some things about fee structures and payment options that were my ideas without talking to Steve. They were just ideas that were coming as we talked about things on the phone. Anyway, I called Steve right after that and we talked for quite a while. The email was a follow-up and stating where we are at and where we want to go. |
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AU 2204 |
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Tech Settings for the Advanced Elements of Time Search | 4/29/2011 |
Settings for the advanced elements of time search: - Photo - Time Id - Template Name - Color - Title/Caption - Start Date - Start Time - End Date - End Time - Total Time - Target/Due Date - Target/Due Time - Assigned To - Priority - Action Status - Finished/Done - Budgeted Value - Actual Value - Customer Assignment (Sort Options: o Start Date: newest first o Start Date: oldest first o Time Id: newest first o Time Id: oldest first o Title/Caption: a to z o Template Name o Color o End Date: newest/oldest - Vendor/Payee Assignment o Start Date: newest first o Start Date: oldest first o Time Id: newest first o Time Id: oldest first o Title/Caption: a to z o Template Name o Color o End Date: newest/oldest - Created By - Created Date/Time Filter Reports By: (all drop down or open entry fields) - Template Filter: - Title/Caption Filter: - Color Code: - Action Status: - Created By: - Assigned To: - Invoice/Quote Status: - Actual Customer Assignment: - General Person Assignment: - Location Assignment: - Actual Vendor/Payee Assignment: - General Place Assignment: - Finished/Done Status: - Private Status: - Admin Only: - Main Element Status: - Time Period: o Daily o Weekly o Monthly o Custom Date Range - Actual Time Filter: - Date Switch: - Notes: - Priority Range: _____ to ______ - Sort By 1: - Sort By 2: - Show Per Page: - Show Table Border: - Buttons: Get report or clear |
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AU 461 |
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Daily Tasks | 4/30/2011 | • Basic business stuff for adilas: banks, deposits, expenses, payroll from deposits. | |