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Adilas.biz Developer's Notebook Report - 7/1/2008 to 7/31/2008 - (30)
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Photos
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 2532 |
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Daily Tasks | 7/1/2008 |
• Worked on new business cards for an associate. • Went into Steve’s house, on bike, for a balance sheet brainstorming party. |
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AU 2556 |
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Daily Ideas | 7/1/2008 |
Notes on 7/1/08 • Income statement - 3 main items – stock, loc, and types - We might need to break down the sort by the above items. • On balance sheet - Consignment inventory – show don’t show. If yes, show also as payables. • On parts - Need to switch to part id instead of part number - On parts – track the part number as part of the history - Need a new field called bin # needs to be a varchar (50) allow null – default blank not required • On balance sheet - If we show on the asset side, we also need to show on the liabilities side even if one or the other is $0 • On main inventory types – hide all that are not yet real – assign to corp page. - Need to make these an actual tie-in • On bs date switches – either one or the other – not two different switches (run as verified or non-verified) - Vehicle – truck – GMC – 5-15 - BS – Asset/Lib/Ea – Long term A/R’s, Fixed, Equipment – Loan - (Lock) (Lock) (Suggest flex) (user) - BS – Lia – Long term – 517 House - BS – Asset – Fixed – 517 House - Everything must have 2 posts to check against - Check, cross check, and flag - Deep system check-up - Who do I hold hands with? - Owing vs. own - Containers with totals – conditional with estimates and flags with success counter and unsuccessful counter with error messages of who did what. - Prepaid stuff. This might get tricky – how do we expense it out over time - Roll-call and report – buddy system - Need full internal invoice, outside repairs, and ability to sell balance sheet items. - Percentages - Parent/child relationship - Paint the picture and use broad strokes (go from background to fine details) - Where are you along the ladder and how much are you worth or how much do we give – individual worth - “Net worth” = capital or equity - Appraisal value and date specific tables (might sub table) - Assets = (liabilities + equity), a=(l+e) - Bank – everything revolves around the bank - Corp = “body” the body of the business - Build I.S., B.S., and cash flow reports with possible options of doing a custom hybrid report. - Progress and steps (success meter) how close to complete are we icons and images. - The frosting could by eye-candy and graphs - On the show all BSI show both main and sub types equity and cash - Look-up depreciation schedules (online) normal, accelerating, decelerating, and straight line - Depreciation periods = day, week, month (default), year - What about updates on depreciation schedules |
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AU 2533 |
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Daily Tasks | 7/2/2008 |
• Biked into Steve’s house to work more on the balance sheet stuff. • Went by the printer place and got the digital files for Steve and an associate's business cards. • Worked on the tie-in between payroll and expenses. |
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AU 2534 |
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Daily Tasks | 7/3/2008 |
• Working on the payroll to expense tie-in. • Worked on being able to void paycheck stubs. • Added stats tot eh main adilas.biz homepage. • Worked on “last” and “new” quick searches. • Posted files online. |
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AU 2535 |
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Daily Tasks | 7/4/2008 |
• Worked on new help files and reformatted the admin time clock report. • Added code to sub homepages for “last” and “new” searches. |
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AU 2536 |
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Daily Tasks | 7/5/2008 |
• Working on help files. • Email updates for new changes. • Brainstorming on stock/unit payables. • Worked on payables from the expense/receipt line items section. • Added a paid date for PO’s. |
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AU 2537 |
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Daily Tasks | 7/7/2008 |
• On the phone with Steve going over questions about balance sheet items, manager’s time clock, and general site security. • Worked on po_paid_date fields and converting code and pages to work with the new field. • Started working on stock paid dates. |
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AU 2538 |
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Daily Tasks | 7/8/2008 |
• On the phone with Steve and setting up an appointment with a client. • On the phone more with Steve going over question on stock payables, deposits on the P&L, and balance sheet items. • Worked with stock payables. • Went into the accounting office to work with an associate on tax forms. 10 miles. |
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AU 2557 |
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Daily Ideas | 7/8/2008 |
-Make stock unit payment -Clean-up success and error message. Spell check and take out any inline text (in a sentence) and add standalone links and/or buttons. (Request by a client) -On stocking things in – assign to units and vendors on stock in (decided not to) -Empower the person – where is the action taking place. Do it right – do it right there! -Vendors – tied to paid by certain account types cash, check, ACH, EFT, on account -Payables always follow ownership -On vendor to account types - make it one to many -On time slots – book it to the minute |
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AU 2539 |
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Daily Tasks | 7/9/2008 |
• Brainstorming and checking off method for adding stock payments. • On the phone with Steve going over database tie-ins and how detailed we want to be. We want to take the relationships to the next level. Special relationships may require special update procedures. • Working on re-establishing better relationships between application and logic and tie-ins. Going from main id to main id (old way) to main id and line id to main id and line id (new way) – much deeper. • Went in to a client’s office to work with them. Went over a number of different questions and picked their brain for ideas on reoccurring invoices. 20 miles. |
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AU 2558 |
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Daily Ideas | 7/9/2008 |
Database tie-ins - Take the guess work out of database tie-ins – this may include going to the line item id number instead of the main id tie-in. - Everything that goes in must be able to come back out while still holding hands. - Everything that gets tied together must be updated as a whole or if removed or voided, removed as a whole. - The add and reverse logic must be on both sides of the fence. This means if the main is modified, the subs must be modified, or if a sub is modified, the main must be modified. - Need to go back through entire application and modify the tie-in’s to the “no questions” level (line item id level) - What if I allow edits on main tie-ins. If changed, ties with subs will not exist. This could cause problems. - Maybe the solution is “tie where possible” to the exact detail but leave some flexibility to be “generally tied” to another section. - At what point do we ice it down? Maybe limit the edit features on special transactions. - Flags for original pass and flag for tweaked - Human (see it, touch it) – computer (check integrity and flags) |
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AU 2540 |
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Daily Tasks | 7/10/2008 |
• Went in to the accounting office to help associates with new payroll to expense tie-ins. 10 miles. • Working on stock number to receipt tie-ins. |
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AU 2559 |
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Daily Ideas | 7/10/2008 |
Possible interactions and advance tie-ins: General: 3 main strands that tie everything together: they are payees, corps, and locations Specific: Stock, stock subs, payroll, invoices, invoice line items, invoice payments, deposits, deposit line items, PO’s, PO line items, PO payments, parts, quotes, receipts, receipt line items, receipt payments Special: General: Corp to payee (corp to user, corp to vendor) Specific: Payee to corp to permission, 1-to-many-to-many Special: General: Corp to locations Specific: 1-to-many Special: General: Corp to inventory type Specific: 1-to-many Special: General: Stock to subs, Stock to receipts, Stock to invoice sales, Stock to quotes, Stock to internal invoices, Stock to deposits, Stock to payments Specific: 1-to-many – basic [Stock to receipts – general, outside repair, pmt on base price] Special: -What do I need to pay – all in one report -On deposits – make it possible to apply a stock sub line item from a deposit. For example a customer pays us back for something already attributed to a unit. May come back after the sale is made. On reoccurring invoices - Allow for prepayment - Allow for dates say a month ahead Rentals - Track number of units spoken for and number of free units according to type. What’s available? |
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AU 2541 |
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Daily Tasks | 7/11/2008 |
• Working on updates to stock detail links. Changed default mode to full instead of customer mode. Made some quick default changes to the Income Statement. • Worked on stock/unit payments. • On the phone with Steve and doing an adilas back-up of files. |
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AU 2542 |
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Daily Tasks | 7/12/2008 |
• Working on adding stock/unit tie-in logic for outside repairs and stock-unit payments. Mostly working on the unit side today. Started working on the remove line item logic for expense/receipts. • Added a location finder for a company’s site. Invoiced on 7/14/08 |
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AU 2543 |
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Daily Tasks | 7/14/2008 |
• Working on line items that are tied to stock/units. • Worked on removals and void logic. • Added stock payment info to inventory reports. |
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AU 2544 |
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Daily Tasks | 7/15/2008 | • Working on payment info for inventory reports and logic for the stock/unit payables report. | |
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AU 2545 |
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Daily Tasks | 7/16/2008 | • Working on the stock/unit payables page. | |
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AU 2546 |
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Daily Tasks | 7/17/2008 | • Working on the stock/unit payables page. | |
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AU 2547 |
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Daily Tasks | 7/18/2008 | • Working on the stock/unit receipt builder page. | |
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AU 2548 |
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Daily Tasks | 7/21/2008 |
• New logos and colors for two clients. • Answering emails and contacting Steve. • On the phone with Steve talking about stock payables and making small color changes for clients. • Working on the stock payables page. |
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AU 2560 |
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Daily Ideas | 7/21/2008 |
Need to get a vendor: 1. Before, 2. After, 3. During 1. Before – need to maintain all data through search, add, edit, etc. 2. After – enter all data and treat similar to blank check request. 3. During – could be a bunch of vendors that don’t need to be pulled, no employee or customer options. -If I have a floored amount – use that. If not, use the base price. -Add floorplan types to stock payables. |
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AU 2549 |
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Daily Tasks | 7/22/2008 | • Working on the action page for stock payables and assigning a new vendor/payee as part of 2 of the stock/unit receipt builder. | |
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AU 2550 |
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Daily Tasks | 7/23/2008 | • Working on assigning new vendor/payees to stock/unit expenses. | |
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AU 2551 |
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Daily Tasks | 7/26/2008 |
• Added a new logo and colors for clients. • Posted files online and let Steve know. |
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AU 2552 |
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Daily Tasks | 7/28/2008 |
• Working on assigning vendor/payees to stock/unit expenses. • Testing new pages and logic. |
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AU 2553 |
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Daily Tasks | 7/29/2008 |
• Research on converting PDF to Jpeg. • Emails and on the phone with Steve. • Working on the stock payment update page. • Small tweak to the floorplan page. • Testing and uploading new files. |
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AU 2554 |
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Daily Tasks | 7/30/2008 |
• Testing and writing new help files. • Went in to the office and worked with Steve and an associate on new stock/unit payables. Brainstorming meeting on how to incorporate the floorplan into the payables section. 10 miles. • Went to lunch with Steve. Talked about setup fees and how to use other people’s money to run our company. Basically, they pay to have us set them up and we pay our people to do the work. It is the perfect business model. 10 miles. • Email to an associate seeing if he is interested in helping us out. • Brainstorming on floorplan payables. |
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AU 2561 |
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Daily Ideas | 7/30/2008 |
Title On units – might need a second photo category for accounting – base must be satisfied every time On units – have the payment or units expand if floored -Base price – have we paid? -Floored amt - have we paid? -Active ---- -Inactive ---- -Gone --- reassign -All res. Paid after recoup -Setup and maintenance -Ideal Biz Model |
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AU 2555 |
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Daily Tasks | 7/31/2008 |
• LTF emails and phone calls. Called some contacts and talked for a while. Sent him rail jam photos and promised box of CD’s. Left message and email with a contact from another company. • Working on payment for floorplan. • Also did some research on odd-days until first payment on finance deals. |
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