There were four of us on the meeting. Dustin needed a code merge and Eric had a bunch of questions for Steve. Touching base and getting things going. Towards the end of the meeting, Wayne popped in and showed us some network stuff dealing with some of the older boxes.

Going over Cory's tick list. She was asking questions, following up on projects, checking on quotes and funding and doing what she does. Great stuff.

Eric and I spent an hour going over options for the wholesale override for carts, pricing, and mark-ups. We talked about adding in new session variables and how that would play through. We went through a number of scenarios. We also talked about clean-up processes to keep things tight and clean.

Emails, cleaning out old emails, and paying bills.

I have gotten the Cultivation homepage to be 100% accurate to METRC Vegetative and Flowering Plants. Questions on how to get the systems to Sync to METRC. 

Dustin and I were unable to meet up. Dustin ended up being on another meeting. We will cover this tomorrow or whatever. I just used the time to clean up my desk and somewhat organize things here in my home office.

We got some code merged in and tested for Bryan. It was dealing with an API socket for web inventory levels based on last edit dates (last modified stuff). We merge in code and pushed it to all servers.

First code review with John. It went very well. He is working on some new application and new session values. The older snow owl pages used to pull numerous queries to populate the snow owl headers and footers. The new code sets a date/time stamp and watches to see if anything has changed. If not, it skips certain pieces of logic and uses stored values in the session scope vs running a new query for every page. Efficiency stuff.

As part of the code review, we went over some logic, memory locking, dynamic notation, some new custom functions. John did a bunch of refactoring of code to simplify some of the pages. It looks good. I was very impressed. Awesome.

Steve, Dustin, and Danny were on the morning meeting. Eric popped in for a bit but then bailed out. Steve had some questions about loops and doing cross corp mapping on banks for some of his aggregated stuff. Dustin had some questions about large amounts of text and how to help tie-in custom in-line database extensions for invoices. For example: long winded delivery directions or some other long (over 255 characters) string or value. We talked about using the custom_json table as an extension to help with the longer notes for invoices. We went over some of the details and how that would work and/or play through.

After that, Steve and I jumped back on his cross corp bank mapping stuff. Bryan Dayton joined the meeting and we got him squared away with a BioTrack API/integration project. 

Eric and I met and talked about the customer wholesale settings. This is where one corporation sells to another corp with a mark-up but no taxes and no discounts. Some special code and special handling of the details. Lots of talk about session values. Eric is getting pretty close. We will release his new code in stages because it deals with session values and variables looked up from settings.

Shannon and I finished up our brainstorming for the ecommerce business function section. See attached. This is part of the presentation gallery project.

Eric and I merged in 4 prep files and pushed them up to all servers. These are dealing with session values that will be needed for the next code push. Light prep work stuff.

Meeting with Russell to go over some projects. We covered the following pieces:

- Old corp-wide settings tables, theme and look and feel tables, max size limits, column sizes, permissions, and settings - storing smaller groups of settings in JSON objects

- Payee/user permissions and roles. Basically saving named permission templates for use with other users. Lots of going over potential look and feel as well as logic and layout for the payee/user profile and sections.

Recording notes and doing email. Clean-up from the day.

Helping Dustin with a Metrc issue - trying to help debug some things. We ended up where Dustin was going to get with Alan for some help.

Wayne, Alan, and I ended up on a multi-hour server and new server debugging project. The submit cart file was failing on a brand new server and we couldn't figure out why. It ended up being a Metrc issue as well, but there was no error handling that pointed us in that direction. We ended up tweaking the page a bit and adding some better error handling so that the rest of the normal processes were able to be completed.

Tons of help from both Wayne and Alan. I was so grateful for their help.

Chuck and I got on the meeting but the other server problem took over. In between random debugging pieces, Chuck and I sent some text messages back and forth.

Alan and I had to reschedule. Alan ended up helping Wayne and I on the server stuff.

6/4/2020: Hypur- contactless api. See attached quote and pdf for details

7/22/2020: As of today $3250 spent. Still need to test.

6/4/2020: client wants this function for their new store. See attached quote for more info.

7/7/2020: Please make sure that COGS, COGS % DO NOT INCLUDE SALES TAX. Old report did and they don't want this. They want it to match the sales report in adilas- 6/4/2020: This report was customized for client through project #1640. The current report is the following:

Catching up from a long weekend. Shari O. was on the meeting and needed some login access to some of the newer servers. I showed her how to flip things per server to help with future logins. Steve and I worked and touched base on a number of projects and direction of where things are headed.

After that, Steve and I worked on some of his aggregated banks and cross corp mapping project. We went clear back and talked about the approach and sketched out a plan on paper. We then went into code and started working on things. We had to prep some of his data to help the page work better and be a more accurate test.

Will remove data from 4 corps and "exile" it to another place. Client wants data purged/deleted but adilas doesn't want to be liable in case that data needs to be accessed at another time.

This meeting never took place. I didn't see Wayne pop into the meeting, so I just kept working with Steve on his cross corp mapping project.

General stuff. Emails and other follow-ups.

Working with Russell and doing code review for the new classic homepage design and layout. We also worked on some auto includes for custom page level CSS and page level JavaScript. Other light layout changes. At the end of the meeting, I also spent some time doing more emails to finish out the day.

Merging in a code branch for Steve. Uploading new files to all servers. Eric popped in and was giving us some reports on different projects.

Going over different projects and quotes. Steve and Cory do most of the stuff. I help where needed. They are doing a great job.

Emails and FTP (file transfer protocol) stuff for new servers. Wayne has been busy and will be moving the remaining clients from the old data 2 to a new VPS server. That will happen tomorrow morning. Doing some prep work stuff to get things setup.

Shannon and I met up and worked on the presentation gallery outline. We are converting from a bulleted list into a numbered list. We are also thinking about boiling it way down to offer different versions. The main version will be on the web and will be a visual representation and/or navigation system to help show flow and related ideas and concepts. Basically a non-linear presentation or slide show of sorts. This outline is the background or backend content for the frontend display or navigation. See attached for our current version.

Emails, paying bills, follow-ups, and recording notes.

Met up and worked with Bryan on his BioTrack (state compliance systems) changes. We pulled out some of the existing code in the submit cart page and put it on it's own page to use as an include. His main project was exposing the BioTrack API sockets to an outside 3rd party vendor that needed to access those pieces after using normal adilas API sockets to build external invoices through a 3rd party app. We got things merged and pushed to all servers.

Danny is working on project id 1759 for the mmj home page settings. We did some light code review and made a few changes. He has a new setting that allows for a switch between quotes and transitional invoices for ecommerce orders showing on the homepages. We worked on some code, logic, and flow for the new settings. It should be closer next time we meet. We made some good progress today.

Quiet morning. Nobody popped in to the morning meeting. I spent the time doing emails, recording notes, and light clean-up stuff. Kinda nice.

Chuck joined the meeting to report on some of his projects. He and Russell are working on a number of cool pages and what not. He also showed me what he is working on the adilas docs - section to show SOP's (standard operating procedures) for adilas, style guides, code sign-off, and other info that everybody on our team needs. It is looking good.

I also got a report on his corp-wide settings page and light report on the WanderWays project (camp adilas).

After that, I used the rest of the time to record notes and more general stuff.

Alan and I met up and chatted about some of his current projects. He reported that he has been doing lots of stuff for Metrc (a state compliance system). We also talked quite a bit about the transitional invoice project. That one deals with a transitional invoice going clear out to time. It used to be just tied to dates, ranges, and in transition windows. Not it goes clear out to hours, minutes, and seconds. We also talked quite a bit about where the reporting and logic needs to go. I got to see a small sample of what it was looking like - to date.

After Alan and I met, Bryan jumped on the meeting. We went over some media/content options and custom code that he is doing for a special employee/vendor/guest temperature scanning interface. The custom interface uses a number of custom flex grid fields, media/content uploads (files), and a custom interface. Lots of talk about flow and logic. We should be able to use a bunch of the existing code and just wire it up differently.

Emails and general stuff. Prep for a vendor/client meeting at 2:30 pm meeting with Hypur. We ended up with 5 people on the call. We went for about half an hour. One of the problems resolved itself and was on the bank's end (their stuff). The other issue ended up being an incorrect token for the API connection. Quick fix and then moving onward. At the end of the discussion, there was some talk about delivery type options and tying in with Hypur payments.

I was going to be working on the transitional invoice project, but Alan and I met and talked about that earlier today. He's on top of it. I ended up spending the whole time tracking down a few different small bugs. I did some code review for Jon Hudson, tons of emails, removed duplicate pagination on the expense/receipt homepage, and slight rework on some payroll and federal withholdings stuff. Small clean-up session.

Jumped on the GoToMeeting and Steve and Shari O. were on. A new server got spun up and we migrated the old data 2 box to the new server. They were standing by to help with tech support pieces. Most of the things went pretty smooth. Throughout the morning and into the early afternoon, we had a number of different people join us on the meeting. We had Steve, Shari O., Wayne, Alan, Bryan, and myself.

Both Wayne and Alan were brought in to do some of the heavy lifting. Wayne had a really long day. We made a few changes and things calmed down by the afternoon time. Steve and Shari O. were fielding the tech support pieces and then Wayne, Alan, and myself were making the changes that were needed. A great team effort. Good stuff.

Wayne and I did talk about this, even though the meeting didn't happen as scheduled. We decided that we would get the corps, make a full database copy, put it out on the Amazon Glacier Storage area and then exile and/or delete the records that have been requested by the client. I was tagged with doing the prep work on that project.

Shannon joined the meeting and was working in the background. We weren't able to meet, due to the other crazy server stuff, but she was working on the numbering for the presentation gallery stuff. She stayed on with us for a full hour but we were never able to really chat other than through text messages. See attached for her progress.

Back on the meeting with the guys. Alan was working with Wayne and Steve on some JSON formatting and flipping or casting (technical word) for numeric values that were being treated like strings (alpha/numerics - instead of straight numerics).

While they were working on that. I worked on a bug with showing media/content pieces on PO's with multiple pages. The problem was with the pagination (next page of x number of pages). We got it fixed and pushed up code to all servers.

Russell and I met over a Zoom session and did some testing, scratch files, and code review on session values, application values, and new path variables that are dynamic based on the system (URL address, web settings, test/live configuration, and built-in web server or IIS web server - very dynamic). Good session and we made some great progress.

As a side note, I was doing the coding and Russell was making the suggestions on what to do and/or try. As a part of that, he was using the drawing tools inside of Zoom to put little marks where he was looking and where things needed to go. It really helped and I may end up using those pieces or style in my training with the other developers. Everyday we learn something new.

6/26/2020: Seems to be resolved

6/12/20: Bryan will work on this

Recording notes from last Thursday. Transferring notes from smaller post-it notes into elements of time for the developer's notebook. Sometimes I don't have enough time to really record things as they happen. We have to go back in and backfill as needed. Thank goodness for pen and paper, it is very quick and helps extend the memory.

On the morning meeting with Steve. It was just the two of us for the whole first hour. We were lightly working on small little projects on our own and chatting and talking about different things. Here are a few things that I thought were interesting:

- Contact flow from different individuals inside the adilas family - the adilas village and rolling out the red carpet. Steve had a screenshot where he recorded how many people had interfaced with a certain client in order to fill their needs. Very interesting. It really does take a village.

- We talked about using a certain percentage of monthly revenue and using that to basically pay commissions, loyalty points, and ownership options. We talked about rules and how that gets applied. We don't have all of the details yet, but talking about year worked, hours worked per month, investment monies made, etc. Also, along these same lines, the percentages would be split up into smaller pieces such as tenths of a percent (1/10) vs full percentages right off the bat. It would allow us to spread things around without giving too much control right out of the gates. Still flexible and being talked about.

- The more we help our clients get what they want, it actually helps them become more sticky (in a good way - they like what we do and want to stick around and stick with our product and solutions). A huge benefit of working with adilas is being able to have a say in how they build out their own business processes. That is huge for us.

- Our goal is to... keep on and keep trying to under promise and over deliver

- Two of the biggest players - so far - have been banks (financial intuitions) and CPA (accounting and oversight) firms. Those are both very big players. Without really forcing this... but almost a preset level of compliance and almost forced (or highly recommended) oversight.

- We keep trying to get more and more organized. This same effort is also coming from other sources and it gaining momentum.

- White labels and how that file and folder paths would work for that kind of stuff. Talking about keeping the adilas core in tact and in place while providing alternate paths and file folders for some of the business vertical (industry specific) or white label pieces.

Quotes and projects - touching base on both new and old projects. Reports, follow-up's, updates, and assignments.

Eric popped in and reported on some of his projects. He left and then came back later on to show all of us a demo of his wholesale cross corp transfer stuff and how that all plays in.

Here are a couple of other topics that kept poking their heads out...

- Custom and hardcoded projects leading into more and more data driven settings - pealing back the layers and making things become more standardized by adding in data driven settings vs strict hardcoding or one-off's.

- We have to keep looking down stream... cause and effects and how that affects things - systems thinking

Bryan and I met for awhile. Then we brought in Steve to help us make some decisions. Eventually, we want to get things (inside the system) to allow for what we are calling flex attributes (real in-line database extensions) for each of the 12 main player groups. We really want that, but it is still down the road a bit.

Currently, we are using special flex grid fields and columns to get people going with minimal effort on certain projects. We also talked about single one-off type projects, custom black box code, and moving solutions into a more global or custom code on a bigger scale. Each one has its place and respective challenges. Having said that... there is a huge difference between doing custom code for a single client and taking that code out to a bigger audience and doing it for mass production. Often they have different approaches and can be tricky at times.

6/9/2020: Currently bringing a cultivation online is time consuming, due to the metrc id tags mostly. If we could incorporate the "add new inventory process" it could make the process much easier.

6/15/2020: Steve asked to add this project as he already bid it and he will take it on when time comes.

Recording notes, emails, phone calls, and text messages. General stuff.

Danny ended up helping with his mom and dad and wasn't able to meet. I fixed a small bug on the expense/receipt homepage dealing with showing media/content on the snow owl data tables with multiple pages. Pushed new files up to all servers.

Merged in some new code for Steve. We also went in and fixed a small bug on the quote to cart page. Pushed up new files.

Both Cory and Bryan saved the day. Both of them knew a lot about cross corp stuff and really helped to steer the discussion.  The main topic was cross corp invoices to PO, the processes, the tricks, and the underlying permissions and access points. Good meeting. We did record it but I didn't think that it was needed to publish it. 8 people on the meeting getting training and participating.

Shannon and I did a session on the presentation gallery outline and doing some clean-up and formatting. Certain sections we will leave very basic and others will be more in depth. Trying to get a grasp of things without making it toooooooo big... (easy to do). See attached for our progress.

https://data0.adilas.biz/top_secret/help.cfm?id=483&pwd=building - help file for world building concepts

Emails and follow-ups. Working on a personal financial statement for Steve. He needed it for a possible SBA loan request.

Russell was busy with some other projects and was unable to meet. I spent the time doing random different things. Recording notes, emails, and small code changes. Going through tons of files and changing list contains functions into list find functions (tighter and more accurate).

Eric and Wayne were on the morning meeting. We started out and I worked with Eric on bulk print labels. We added a little bit of logic to help with 0 counts, a single count (just 1), and what to do if we needed multiple labels. We did some debugging and testing. Later on in the meeting, Eric and I got back on the subject of multiple corporation or cross-corp customer loyalty points. We are making progress on multiple fronts. Good stuff.

Wayne reported in about some new DNS (domain name server) records for the old data 2 server and how some of the pointers are working.

This meeting had two main parts or pieces. The first section was with just Chuck and I going over current projects. He is working on some sign-off documents and helper files for other adilas developers. He is really trying to help standardize things and make things happen on that side of the fence. He also showed me some stuff on his and Russell's Jira boards and where they (their little team) are headed. We talked a little bit about Jira (code specific projects) vs Trello boards (more of a general project management tool). Currently Chuck and Russell are leaning more towards the Jira side of things.

We went over some standards on the naming conventions and what the goals are there. Lots of different flavors out there. We are trying to help create our own style within our small development family. Even that can be challenging at times. Lots of cooks in the kitchen.

About half way through, we switched over to WanderWays and Marisa joined us on the GoToMeeting session. Marisa had created a small customer facing reservation tick list document and we went over that (see attached). We talked about reservation alerts and notices, date selection and number of day calculations, searching, selecting, confirming, and doing money stuff (checkout and putting down deposits). We also talked about hidden timers for active carts and other show/hide settings.

Lot of talk about mobile friendly layout and web page flow processes. Both Chuck and Marisa make a great team. I'm there as a sounding board and to add some ideas, but it is mostly them and their ideas and skills. Good stuff.

Unable to meet up with Alan today. Instead, I ended up doing emails, tech support, and follow-ups. Spent some time reviewing a video that a client sent me and then responding and kicking off a mini proposal to help them solve their needs.

On a GoToMeeting session with Spencer. He is working on a custom one-pager shopping cart that uses tons of JavaScript, AJAX, and custom CSS. We spent the whole time going over the existing cart flow and looking at how the code is used. Spencer is a master at PHP and we use a server-side language called Adobe ColdFusion. The two server-side languages are different, so this was mostly a show and tell, exploratory type session.

We went pretty deep and even built a small sample code page to show some of the concepts. We did some samples connecting to internal API sockets, different endpoints and validation. Once we were done, I sent Spencer a couple of the pages and some simple instructions to help him get what he needs.

Working with Danny on a manual code merge. For six of the files, the merge was kinda crazy and hard to follow using the merge tools. We ended up looking at things on a more general level and trying to add in the new changes on top of the old code vs trying to merge the old and new code. We went through things and made changes. After that, I pushed up the new code.

Idea from Eric - On the WordPress news and updates - What if we stored the info in application or some other semi-permanent way and then flushed and/or updated the data when the people using it did a push and/or published a new article or entry. That way it would be semi-fixed and would only be updated when it really needs it. Kinda a manual flush rate. Great idea.

Eric joined the morning meeting and had a question about some new custom JavaScript for a corporation id list builder for his cross-corp customer loyalty points. We got it working. This allows a bunch of checkboxes to be selected and the builder just pulls off the corp id number and puts it in a list.

Dustin and Danny were working together and talking about building in smart group button assignments right into the add/edit parts or items page. We chatted about ideas and options and eventually Danny left with some marching orders (new plans for the project).

After that, Dustin and Steve were working on some cart stuff and talking about the constant flow of ideas, needs, wants, and requirements. It seems like it never ends.

Bryan joined and had some questions about some external third party API sockets. We got him some documentation and he sent off some info to the client. After that, we also added in the new 3rd party solution for client and pushed up some new code.

Shannon and I touched base. Not much new content but we did talk about employee timeclocks and did some permission stuff. Shannon and her husband are taking over a cabinet shop and using adilas to track all of the pieces.

Emails, phone calls, and talking to developers. I also read through a lady's resume.

I talked with Bryan and he is feeling like he is hitting walls. We are trying to tighten things up and it just feels like more red tape for him to have to jump through. Light push back on some of the new things that are going on.

On the phone with Steve talking about option and who is going to do what tasks. Talking personnel, staffing, and financial stuff. Lots of moving pieces.

Russell and I met over a Zoom meeting. We were merging in a new branch of code from John Peterson and some new snow owl pages. The primary new page was the classic homepage. This one has it's roots back to 2006 and before. One of the first pages that was part of adilas and fully based off of permission. The new page gives the older page a facelift and limits the number of clicks that a user has to make.

Here is a link to a news and updates page for the new classic homepage.

The merge process was somewhat complex and we had a multiple step process to deploy the new code to each server. We had to add some new custom files, new folders, and flush the application variables. We finally got it all pushed up. Along the way we had to make a few tweaks for it to run on the older servers.

At the end of the meeting, Russell was showing me some of his progress that he is making on running reports to breakdown his small teams efforts and time spent on projects. This is all part of trying to get better and better at project management.

Emails and follow-up.

6/19/2020: See attached quote for details.

6/19/2020: See attached quote for details

6/19/2020: See attached quote for details

Recording notes from the past couple of days, emails, tech support, and small bug fixes.

Wayne and Steve were on this morning when I got on. They were talking about servers and code changes. We got into some deep discussions and talks about code, processes, servers, code sign-offs, testing, pushing things live, new code pipelines for automatic deployment, architecture, deployment methods, and implementing automated testing for our code.

We got into changes in our company culture, other needed changes, and seeing the value in doing testing. We are looking at a full paradigm shift. In the long run, our people (clients, users, and internal) will be happier with more structure.

Ended with some talks about other servers that need to be moved and migrated. There are lots of good things going on, just sometime all we focus on are the problems and/or issues. There needs to be a balance.

We did record the meeting. Check the main media/content here in the shop for the following video. wayne_talking_about_testing_and_code_practices.mp4

Going over projects, quotes, and questions. Cory comes to each meeting with a list of questions and we just start down them and chat were needed, point things in a certain direction, and answer questions that she has. Both Steve and I respond as needed.

Towards the end of the meeting, Steve needed me to merge in a few files.

Merging in code for Eric and a 3rd party solution for cash redemption stuff. Pushed up new code to all servers.

6/22/2020: Wayne will be doing this this week.

6/22/2020: Wayne will be doing this next week.

6/22/2020: Wayne will do this migration in three weeks.

6/22/2020: Adding daily number to mj dispensary homepages and fulfillment homepage. See attachment for details.

Steve and I chatted for about half an hour about funding, sales, and staffing stuff. The ground keeps changing underneath of us. It seems to be part of the game. Going back and forth and chatting about options, momentum, and direction. Making progress.

Recording notes, uploading files and videos, and general to do list stuff.

Working with Bryan to get some code ready to be pushed. We didn't get all the way to merging and pushing it, but it was very close.

Met up with Danny to talk about his project of adding in assignment options to the add/edit items page for my cart favorite buttons called smart groups (aka tiered pricing). We went over some of his current direction and worked on taking things to the next steps. Mostly a mini training session while working on the project.

Met up and talked with Bryan about access and processes for getting data pushed to some of the VPS servers. Some of the older servers allowed for our developers to access the servers directly. Some of the new servers only have limited access to certain key players. That makes it really tough for certain projects and/or even testing using real or live data. There are pros and cons to both approaches, most of our conversation was talking about current processes and flow. A certain level of access is needed in order to keep the ball moving and going.

Customer support and helping with some merchant processing settings for a client. Also merged in some new code for Bryan and a possible temperature scan/check system for employees, vendors, and customers. Pushed new code to all servers.

Part of the morning meeting with Steve and Danny. We helped Danny with his new code to add smart group button assignments (tiered pricing) to the add/edit parts or items page. Steve also gave a report of some of the things happening on his side of the fence. Lots of moving pieces. All we can do is just keep going and adjusting. That seems to be what we do, daily.

Talking about cross corp transactions - invoice to PO - there ended up being 6 of us on the meeting.

Cory and Todd were talking about Arizona vs Florida and some of the back history from the different corporations.

Most of the questions were dealing with Arizona and getting their cross corp invoices to PO setup correctly. There was talk of random data, older or inaccurate data, inactive items, checking core pieces (our side and deep code checks), and also allowing for custom black box extensions and options. We ended up with a few to do list items on both the client side and on the adilas side. Cory will be coordinating those pieces. Good meeting and making progress.

Shannon and I had a good session and talked about where we are going next. We've been working on the presentation gallery for weeks and months now. We are getting close to finishing that up, at least for this round. We determined that we will start planning and preparing for an important project for us called "fracture". This is the next level we want to take adilas to. It included concepts like: 3D building blocks, world building, data assembly lines, beautiful and configurable user interfaces, permissions & settings, and dynamic paring. Super cool stuff.

See the bottom of the attached document for some of our concepting and brainstorming. We want to present the vision of where we are headed. We want to start tapping into the raw potential of what we are doing. The potential of what we are working on is far greater than all of the code and pieces put together to date. The sum of the whole and where that could go... It's good, I want more... Good stuff.

https://data0.adilas.biz/top_secret/help.cfm?id=483&pwd=building - help file that talks about world building concepts

Recording notes and doing emails.

Looking over bulk print labels code and running some tests. Eric is going to keep looking at it. We have to test auto print, standard labels, and custom labels. It was having a problem with the number of labels to print. We'll keep working on it.

We did a back and forth work session. We pushed a number of new changes to the special employee, vendor, or guest (customer/patient) temperature scan and check system. This is some custom code that Bryan and Chuck and Steve have been working on (Covid-19 and employee temperature stuff). Anyways, we made some changes, pushed up some code and made some progress there. The site is now live and the client can start doing some preliminary testing and playing around.

Eric and Wayne popped in at different times. Eric had some code that needed to be pushed up. Wayne was checking in on a new server that went live today. We moved the data 1 server over to a new VPS server. Besides that, I fixed a small bug with the cart payment stuff. We had it formatting things to a two decimal place setting. We forgot that there was a corp-wide setting that allowed the value to be blank for quick and easy filling it out. We made the changes and pushed up the files.

Small random note, Steve was checking on a loan and was able to get it. That will help.

Chuck joined the meeting and gave a report. He will be sending me some code to go over and check (read and proofread). It is dealing with a project that he is calling the adilas docs or internal documentation - code sign-off stuff, naming convention for code work, database stuff, and other company practices. Trying to get things standardized and help as we move forward. Other than that, we just chatted and touched base on a few things.

Part way through, Bryan jumped on and we worked on some code and projects.

Weekly check in with Alan. He reported on some of the projects that he is working on and progress in other areas. Pretty short but making progress. He was going to report directly to Cory as well.

Working with Bryan on a tech support email out to a 3rd party solution that is using the adilas API sockets. We made a few small code tweaks and pointed them in a good direction. We then switched and worked on a couple of other projects that Bryan has on his plate. Towards the end, we were trying to debug an upload tool page to help him get some custom labels and custom reports up and online. Other emails and what not.

Recording notes, emails, text messages. Uploaded some files for Danny - custom labels.

Backing up system files and general stuff. I wasn't able to get into the weird penny issue.

Steve and I were on the morning meeting going over finances, planning, dreams, and vision stuff. Good meeting.

Zoom meeting with Russell. He reported on some of the new mock-ups and designs that he and his team are working on. Fun stuff. One of the new projects is dealing with user profiles, permission stuff (new look and feel along with new navigation options), permission based roles (saved templates dealing with certain saved or categorized permissions and selections), and other fun payee/user type settings. It is looking great.

We talked about being able to bridge employees between corporations and other technical stuff like frontend and backend validation, helping with requirements and virtual guardrails, and other needed enhancements.

After that, we switched gears back to the new classic homepage and talked about some new CSS changes, new links, and core building blocks for fixed paths. Nice little meeting. We will pick up again later this afternoon with another session.

Shannon and I spent the session working and formatting the presentation gallery outline. We also tried to add some new images to help break-up the space as well as a small intro into business world building (towards the bottom of the page). See attached.

Here is some text on world building. Just for fun.

Moving Toward Full World Building

If you cut through all of features and bullet points above (pretend you are looking at all of the presentation gallery outline stuff) the end goal and idea is for you to be able to solve any of your business needs. A good portion of what we offer and peddle are hope, vision, potential, and making your dreams become reality. 

This is why we are trying to introduce world building. The concepts of 3D World Building or Business World Building have been in the works for years. Adilas didn't start out with world building as the main goal. It kind of evolved from just taking one step after another, trying to solve our own business needs. 

The goal is not just the operations, accounting, or the data. The goal becomes capturing the story with all of the details and interactions. It is the story that brings the dates, times, numbers, locations, and groups together. 

Mixing all of the pieces together gives the values (data) or players (characters - pretend like it is a game) life or almost a personality. For example: Say all you know is we have $5,000 on 25th of October. That doesn't mean that much if that is all you get. But if you knew that the $5,000 on the 25th of October came from 20 different invoices at a single location that were collected and then deposited by John. That helps tell the story. Say you also had all of the underlying details of what each invoice was holding, what each customer bought or purchased, how much money was paid and how much was still owed... You could see inventory levels, notes, histories, trends, states, statuses, and other important details. Now you are getting a story. That is the goal!

As of 4/12/21: 4338.45 + 1000 from Brandon?

paid 2600 +1500= $4100 so far. Will need to bill again by the end

10/27/2020: Bryan needs to spend no more than 2 hours looking into this project. Dig around and make sure this is correct. Make a scratch file- does this work? If so, then Bryan will meet with Brandon to move forward. *May need hardware to complete.

10/19/20: $200 spent by Bryan. $300 by Alan. $200 by Cory= $700 total (on the wrong project)

9/24/2020: New merchant processing. Starting piece and database piece.

***Please make sure you look at their documentation. You should start with a blank scratch page so you can build this thing to connect to the gateway. This is the first milestone. Please get sign off with Brandon before moving on with the project. If you have any questions, please get with Brandon before starting.

Merchant types is the name of the table.

Name it, create a path, where do we go to get their gateway? This usually holds some sort of url path they provide in their documentation. 

Database update needs to be done for this script.

Did a similar one here: update_20140311.cfm (this was for paypal)

Not running like 3rd party solution. Run it like a normal merchant processor.

The next portion is the admin portion- called merchant account settings. Here is url where this starts:

https://data0.adilas.biz/top_secret/secure/merchant_home.cfm - where it starts or we do a new assignments

The next page requires a password to get into (you may have been here before):

https://data0.adilas.biz/top_secret/secure/add_edit_merchant_accounts.cfm?mode=add&id=new&corp=0&name=new - requires a password

Text Brandon if you need it.

https://data0.adilas.biz/top_secret/help.cfm?id=347&pwd=merchant - need to update this help file so admin users know how to proceed.

Then you need to test. You will need to change the parameters:

https://data0.adilas.biz/top_secret/secure/test_merchant_settings.cfm?id=67&corp=263&name=000%20Office - this is the account setup and test page... basically a quick ping. This link comes off of the merchant_home.cfm page

Go to these pages and search for USAePay per page. Use them as a handrail so you can see all the pages you need to touch. 

shop/web_payments_action.cfm
 
shop/web_submit_cart_final_invoice.cfm
 
top_secret/cfc/cart_2.cfc
 
top_secret/cfc/Services/MerchantCustomerServices.cfc ?? (not sure)
 
top_secret/cfc/Services/UsaepayService.cfc ?? (not sure)
 
top_secret/secure/add_cart_payment.cfm
 
top_secret/secure/add_payment.cfm
 
top_secret/secure/merchant_processing.cfm
 
top_secret/secure/process_payment_action.cfm
 
top_secret/secure/test_merchant_settings.cfm
 
top_secret/secure/view_transaction.cfm
 
top_secret/secure/void_prep_transaction.cfm
 
top_secret/secure/void_transaction.cfm
 
top_secret/secure/void_transaction_multi.cfm

6/25/2020: see quote for details

Talking and working with Shari O. over the phone and on a GoToMeeting session. We were dealing with email accounts and email users.

From Shari O. - "We are like family and we take care of each other" - meaning the adilas family.

Helping Bryan with some questions. I also swapped out the older meet some of the team graphic on the contact us page with a newer graphic that didn't have Dave Forbis and Bryan Dayton's numbers. More generic.

Working with Danny on logic to help add/edit parts (items) and assign them to smart group buttons on the fly - through the add/edit page.

Meeting over a Zoom session with Russell and going over some new code to help with changes with the new classic homepage. No new code was pushed up, but we got everything prepped and ready.

Emails, tech support, and recording notes.

More emails and merging in code for Eric, Bryan, and Russell.

On the morning meeting with Wayne, Shari O., Steve, and myself. We ended up having Eric and Danny join us later on. The start of the meeting was dealing with new server company settings for Hostek and different tech support pieces. We got Shari O. all setup to help with any tech support pieces.

Wayne is really stepping up to help us with code, Git, bit bucket, and code management. We spent most of the meeting going back and forth with Wayne on ideas and what not.

Cory joined us to go over projects. However, instead of going over new projects, we somewhat extended our talks on servers, code branches, and flow processes. Wayne, Steve, and Cory were able to talk about how code flow and processes do and will affect project management. Wayne was leading the discussion and mostly interacting with Cory and Steve. Lots of talk about testing, project branches, and other project management type decisions.

There was also some talk about using bit bucket issues and/or Jira issues to track bugs and small tweaks that were needed. This is another small piece of project management to help with bugs, issues, and things that aren't really full projects (smaller changes that are needed).

Cory, Steve, and I rescheduled for our normal meeting later today.

Bryan, Wayne, and I started out together. We are working on some new code branch processes and procedures. Trying to get things more standardized. As we went along, Bryan and I had to go back into the correct project and work on some project management and planning before we could really get Wayne involved. Wayne ended up leaving Bryan and I do the planning. Wayne was hoping to see a list of requirements and then he was going to work on some automated testing pieces.

We spent the rest of the time recording small videos (Bryan has those) and documenting parts of our plan for this project. The project involves being able to apply media/content to sub inventory packages. Currently, we can add media/content (files) to all 12 of the main players. This is the first time that we need to look at adding media/content to subs or child inventory packages.

Bryan was video recording our conversations and then we would take some notes and document things. Nice little process.

6/29/2020: Please see attached quote for two settings.

Cory, Steve, and I took up the first hour going over quotes and projects. We were going to meet earlier, but we had a different meeting that went over. Most of the session was lead by Cory asking questions and going through her list. She helps keep us on task.

Paying bills and recording info and pushing up scans for documentation for the bills and expense/receipts.

Bryan and I pulled up some of the code for the cross-corp invoice to PO stuff. We took some notes, made a small plan, and Bryan is going to try to consolidate some of the code on the action page. Currently, we have two modes but both sections do similar stuff. We spent some time summarizing things and comparing code sets.

The last half an hour was spent doing emails, paying bills, and some project management stuff.

Online meeting with two folks from QuotePro - adilas 3rd party solution. We spent a little bit over an hour going over adilas API sockets, 3rd party options, and how to integrate quotes into invoices with sub inventory. We looked at some of our code and they shared some of their code. We made a small list of to do stuff and finished up the meeting. Bryan joined us later on in the meeting. We also had Steve and Wayne on the meeting.

Danny was unable meet at this time. We rescheduled for later in the day. Most of the time was spent on emails, small code changes for the QuotePro guys (sub inventory API socket stuff), tech support, and other small fixes.

6/30/2020: Many clients want the old Classic Homepage. We will create a setting so people can choose which one they use.

6/30/2020: Steve said we could bill you for two hours- the first hour would entail him doing a bunch of clean up. He can also run a query to see what is opened up. Then he would like to schedule a 30 minute meeting where he can show you all of the end points for access. 

Met up with Danny to go over some of his new code for assigning smart group buttons (tiered pricing rules and assignments) when adding or editing a parent part/item. It's looking good and coming along. Danny and Steve have been working on this project to help Danny with his skills and tasks. As part of our review, we had to get pretty deep into some logic, tables, sub tables, rows, and columns stuff. Most of the logic is in place, we just need to make some surface type changes.

The original goal was to do code sign off for transition invoice project and the restore to cart project. Alan and I met and checked in. He is pretty deep into balance sheet logic and making things match up. I'm so grateful to have someone else looking over that code. Good stuff.

Bryan had a question, so we jumped on and tried to figure it out. He is going to look deeper and then bring it back up. It was dealing with parent attributes out in ecommerce and custom tiered pricing based on the parent item attributes and selections.

Towards the end, I spent the rest of the time recording notes and checking emails.