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Adilas.biz Developer's Notebook Report - 7/1/2014 to 7/31/2014 - (33)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 2779 |
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July 2014 Monthly Recap | 7/1/2014 |
This month we finished up and released the first round of the media/content server! This project started in 2011 and has been 3 years in the making. We are excited to release this powerful tool for all users! With the release of the media/content server we determined to label the current state of adilas as Version 9.0. Many hours of work have gone into the media/content project. The majority of the work on media/content this month consisted of finishing wiring media/content for correct flow and processing, creating necessary links, cascading media/content icons through all of the 12 Main Application Players of adilas, and wrapping everything together for functionality, history, look-ups, and reporting. There will be more to come on successive rounds of the media/content piece of adilas, but for now we hope you enjoy the vast amount of features that media/content makes available! Other projects or highlights from this month consisted of reworking some of the navigation menus on different pages in adilas. This makes for a simpler view and interface. All of the navigation links are still accessible but now in a more graphical, user-friendly layout. This month also marked the first paid adilas training event with adilas and METRC (an agency for the state of Colorado). We have been working this month on training a new intern, adding new Adobe PDF options to pages, creating a master list of all stock/units across all servers, databases, corporations, and more. *We hope you are enjoying the adilas developer's notebook! Please utilize and explore the vast search capabilities of adilas to find more information throughout the developer's notebook. For further questions, or help, please feel free to contact us at: support@adilas.biz. |
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AU 2736 |
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Daily Tasks | 7/5/2014 | • New logo for a consulting client. | |
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AU 2737 |
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Daily Tasks | 7/7/2014 |
• Emails and catching up on things from last week. Phone calls, emails, etc. • Re-reading help files for the media/content pages. • Updating links to view photos from main application player homepages. Added a photo caption search filter on the image/scan report page. • Adding sub permission checks on media/content pieces. Added sub checks on all pages that expose media/content entries and file/document details. |
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AU 2738 |
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Daily Tasks | 7/8/2014 |
• On the phone with Shari going over booking stuff for banking. Some of their stuff is pretty tricky. • New logos for a client. • Posting information about the first paid training event between Adilas and METRC (MITS). Added some info to the main login page. Changed the news and updates page. Posted new files online including: links to save as adobe PDF from PO’s, quotes, and invoice searches. Added the caption to the photo and image/scan report. Other changes. • On the phone with Steve going over code, updates, and direction. • Phone calls, tech support, and emails. Answering voicemails. • Working on a master stock/unit list for all servers to share. This will be used for GPS tracking. Expanded the first stock field from 5 characters to 15. |
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AU 2755 |
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Daily Ideas | 7/8/2014 |
-On statements and bulk statement creation process… We had a request to have a paid or unpaid switch to help pull up data that was unpaid, paid in full, or both. Along with that, we also had a request to add a variable from date range value (maybe use the keyword “auto”). Basically, have the system figure out how far to go back based on a look-up vs. a hardcoded date entered by a user. This would help with people who have net 30, net 60, and net 90 terms. The current way requires a user to manually select or set the from date range. Contact a client for more details. -On stock/units – we need a master or global stock/unit table that will hold data from all stock/unit tables across all servers. This is basically just the corp id, the stock number, and the first stock field (special string used as part of a look-up for GPS data). |
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AU 2739 |
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Daily Tasks | 7/9/2014 |
• Prep for a phone call with client out of Texas. • On a conference call with a business owner going over a quote for some custom work. We went over things line by line and had to give reasons and detailed explanations on costs and functionality. Our consultant did a wonderful job on the call. I would easily send other clients her way, no problem. • Working on an update file for all master stock/units. This is a master list for all servers, databases, and corporations. Adding API calls, new backend methods and functions, and working on putting pieces where they need to go to keep things up to date and dynamic. • Work on the master list for stock/units. • On the phone with a prospective client. I did an inventory tracking demo for him. I used carts, PO’s, recipe/builds, and part's usage as a few of the selling points. He had lots of questions. Great demo. Sent him a quote for the monthly service fee. • Emails, phone calls, and talking with the Salida developer on the phone about grids, css, and formatting code for mobile devices. • An intern came over and we worked on some code. We reviewed loops, downloaded some database stuff, and got MySQL installed on his machine. I had him sign a non-compete and non-disclosure statement. |
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AU 2740 |
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Daily Tasks | 7/10/2014 |
• Working on the stock/unit update page. This deals with making a master list of all stock/units regardless of what server the units are located on. • An intern came over and we worked on planning his first little mini project. His mini project has three tables and deals with contacts and events. • Went in to Logan to meet with two web guys. One is a software guy and the other guy was a graphic designer. We had a lunch meeting and the intern and I picked their brains and they also asked us a bunch of questions. Lots of good potential to make things happen and work together. They do custom websites, eCommerce, and SEO (Search Engine Optimization). • Helping the intern with his mini project. He started doing his first little database pieces. Good stuff. • A client came over and we had a consulting meeting to talk about some new features that were needed for the school data tracking program. The intern sat in on the consulting meeting. • Worked with the intern on his mini project. We did a data import from Excel, bulk updates on his data, and added code to both add and edit contacts. Great progress was made today. |
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AU 3697 |
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Brainstorming - School Behavior Tracking Project | 7/10/2014 |
Meeting with our school teacher client. She would like a way to hold and record behavioral data for her students. We talked about adding a new feature to her (school) data tracking stuff. Layout/planning for school behavior tracking project: (Please see scan in photo gallery) |
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AU 2741 |
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Daily Tasks | 7/11/2014 |
• On the phone with Steve. We did a long GoToMeeting session going over code on his METRC pages (special agency for the state of Colorado). We worked on some new CSV file stuff. We also did some work on the adilas world pages and the photo gallery section of those pages for our professionals. We also talked about funding and upcoming projects. Some known projects are: the Cash 4 Ever kiosk API, in-line discounts, sub inventory and cost controls (packaging and RFID tag stuff), and finishing up the content server. • Phone calls, tech support, and P&L training for a client. • Phone calls and tech support for other clients. • Working with an intern on his mini project. Added a home page, drill-downs, and full round trip editing. |
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AU 2742 |
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Daily Tasks | 7/12/2014 | • A developer came over. We wrapped up a few things and just chatted. He got a part time job with a different web development company. He helped me out with some advice on focusing on some of my current outstanding projects that are big and demanding. Worked on a new folder icon for the media/content project. | |
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AU 2756 |
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Daily Ideas | 7/12/2014 | -Focus on one thing at a time – meaning projects. Some things need to be brought up together to create a unity. Other things need to be focused on, wrapped up, and then let go. A developer came over today and helped me see that I need to focus more on certain projects (media/content). Get them done and keep moving. Sometimes the keep moving forward part is the key. | |
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AU 2743 |
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Daily Tasks | 7/14/2014 |
• Working on default icons for the media/content galleries. Made a blank folder and a filled or used folder icon. • Working through the customer section to add link options to help with media/content assignments. • Finished up the media/content wiring for the customer section of the application. Posted a number of new files up and online for the new customer media/content stuff. Posted the new blank (empty) folder icon and the filled folder icon on the different servers. |
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AU 2757 |
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Daily Ideas | 7/14/2014 | -Got an idea from a client to be able to show/hide certain my cart favorite buttons based on times and schedules. Basically, she was asking for a “promotion” or “specials” section. Admin would control it and employee/users would only be able to see the buttons at certain times. | |
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AU 2744 |
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Daily Tasks | 7/15/2014 |
• Reviewing notes and notebooks. • Adding media/content links and options to stock/units. Working on corp-wide settings for some of the stock/unit pages. • More work on stock/unit corp-wide settings and cascading media/content links and icons around for stock/units. • Finished up the media/content links for stock/units. More work on stock/units and corp-wide settings for makes, models, vin/serial numbers, and inventory types. |
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AU 2745 |
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Daily Tasks | 7/16/2014 |
• Reviewing code for stock/units and media/content links and connections. Uploaded pages to servers. • Adding media/content icons and links to expense/receipts pages. • Working on media/content icons and links for user-maintained balance sheet items. • Went in to Smithfield to help some clients with their receipt printer. 20 miles. • More work on media/content icons and links for Balance Sheet items. Also added a “starts with” matching filter for part searches. This was added after a tech support call from a client in Texas. • An intern came over to work on code. We did some database clean-up, string manipulation on phone number fields, changing table row colors on output, and dynamically sorting values based on URL parameters. • Finishing up with the user-maintained balance sheet items and linking them to the file and content section. • Changed the news and updates page. Added information about new media/content icons and plans for the rest of the site. Made a new graphic for the main login page with info about the Mile High Merchant Group (credit card processing). Posted all of the new files online and tested each server. Burned a back-up disk of files. • New logo for a client. |
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Adi 891 |
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Custom code for A Touch of Style out of Texas | 7/16/2014 |
This is a multi-part project. It basically has three pieces. 1. We needed to add photos and images to the invoices and quotes. Daniel Swainston has already completed that. 2. We needed to add in-line discounts to both invoices and quotes. Brandon is currently working on that. This is a big internal project. 3. Lee, the owner, needs a custom invoice made. See the documents (media/content) for an overview. We are waiting on the custom invoice until Brandon gets the in-line discount piece done. The custom invoice is set at $200. This is the piece that is still available. |
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AU 2746 |
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Daily Tasks | 7/21/2014 |
• Emails and tech support stuff. Added media/content links for both employee/users and vendor/payees. • Working on media/content links and folder icons for PO’s or purchase orders. Tech support stuff. Contacted Newtek about server ping options for dedicated servers. Sent email to key players on how to do a manual server reboot through Newtek tech support. • Tech support and phone calls. Working on media/content links and icons for parts and general inventory items. • An intern came over to work on code projects. We did some review and started into the second part of his mini project. Light database stuff with a small add/edit page. |
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AU 2747 |
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Daily Tasks | 7/22/2014 |
• Working on cascading media/content links and icons to the different sections. Finished up parts and general inventory items, elements of time, and invoices. Invoices got a little bit tricky due to the icon navigation system on the printable invoice page. • Added links and icons for media/content pieces to the deposit section. • Adding links and icons for media/content pieces to the quotes section. • Working with an intern on his mini project. We did a small homepage, a dynamic search, a drill-down, and an add/edit page. I’m hoping that he is getting it and the concepts are sticking. • Launching tons of files for all of the media/content links and icons. Got all 12 main player groups wired up to show and deal with the media/content stuff. I’m within about a full day of being done with the content server. This project started back in 2011. Almost 3 years in the making. I was grateful to get it mostly done today. I’ve got two more items on my tick list for this project. Hopefully tomorrow. |
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AU 2748 |
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Daily Tasks | 7/23/2014 |
• Emails and tech support. • Working on some prep work for the media/content searches for the history homepage report features. Had to expand the search options on the main application to include an unassigned category. • An intern came over to work on code. We worked on one to many relationships and building pages to meet the dream or the ideal flow. Short but good session. • Adding history look-ups to the history homepage for media/content pieces. Light re-work on showing file size of uploaded items. • Working on media/content history reports for the history homepage. |
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AU 2758 |
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Daily Ideas | 7/23/2014 | -Adilas can help you remember all of the little details that are needed to run your business. Huge piece of mind… It’s like having a couple extra employees without the payroll and HR hassle. | |
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AU 2749 |
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Daily Tasks | 7/24/2014 |
• Finished up the effectual history stuff for media/content. This includes total uploaded file sizes. Added the total uploaded file size to the advanced media/content search results. • On the phone with our developer in Salida. We were talking about IFA (tracking gas & mileage) reports. He is getting close on his newest custom code pieces. • Small verbage changes to help with free storage options per corporation for the media/content server. • Working on showing the historical histories for media/content changes and history notes. • Working on the historical report for media/content pieces. Posted files online. Browsing pages with different browsers. • Debugging some layout issues with media/content pages. |
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AU 2759 |
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Daily Ideas | 7/24/2014 | -Use a special “A” number for packaging and sub inventory and cost controls. The “A” stands for the “Adilas Number” or special package number. | |
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AU 2750 |
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Daily Tasks | 7/25/2014 |
• Brainstorming on navigation and interface options. I want to do some graphics to help with ease of use and education. • Reworking pages to add some new buttons to the pages with media/content buttons. Easier navigation for main pieces. • An intern came over and we worked on loops, validation, and pulling data out of loops. • Adding new nav buttons to pages that have media/content icons. Trying to make things easier. |
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AU 2760 |
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Daily Ideas | 7/25/2014 |
-Fix and modify the interactive map. Take off some of the prep pieces and add some other common features. Make it into a more full and ready to use interface. Add media/content, barcode generator, help files, YouTube videos, interface changer, etc. -On the world building flyer and concepts… Play with the world analogy… Where do you live? What is your environment? What will you encounter today? Tomorrow? Next year? What tools and features will you need? -On the flyer… use as few words as possible… make it a visual show and tell… Allow for them to drill-down or get more if they want it. -Add additional buttons to the new media/content icons and call-out navigation pieces. -On the GPS core and the interactive map… make the drill-downs go a little bit deeper and show an interface that shows options. Bring the users to a place that will educate and make choices easier by knowing what the options are. -We’ve had a number of requests to be able to upload multiple documents at a time. This is for both media/content and photos. -When showing each group or main system player group… show all of the pages and what those pages do. Help demystify how things work. Maybe even show a normal flow and cause and effects on how the items and data play together. |
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AU 2751 |
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Daily Tasks | 7/26/2014 |
• More buttons and navigation changes. Cascading buttons around to different pages. • Reworked the top menu for the view cart page. Added some new buttons and small icons. Made the main menu be hidden until asked for. This should make the cart look even more simple when someone first comes in and sees the cart. |
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AU 2752 |
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Daily Tasks | 7/28/2014 |
• On the phone with Steve going over new updates and changes. We talked about clients that might need their own servers. We talked options, pricing, and potential. We talked about new changes to the media/content server and how that project is basically all done – as far as the first round. We talked about new files that would be launched and priorities on new and upcoming projects. • Uploaded 50+ new files to each server. This deals with new buttons on edit line items pages, printable, edit main, and photo gallery stuff. This also includes new code for a visual menu on the main view cart page. This upload is what we are calling the media/content project fully done for round one. YEAH! That has been a long time coming. • Went in to Smithfield to meet with a website creator and his designer. We talked about ways that we could work together on websites, eCommerce, CMS (Content Management Systems), and SEO (Search Engine Optimization). Good meeting. I gave them a small demo of adilas and they gave me a small demo of their product. Great meeting and good potential. 20 miles. • An intern came over and we worked on his mini project. Lots of loops of loops and queries of queries. Good fundamental building blocks. |
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AU 3698 |
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Brainstorming - Discounts & Invoice Format Options | 7/28/2014 |
Phone call from Steve: - Buttons with in-line discounts - Maybe a special thing from the cart - Setting for uploading to adilas content - Business cards Other notes: - Mini version - Mini summary version - Hide all navigation - Printer friendly - Special limited format - Summary invoice - Show/hide elements of time - Coming soon – photos - Save as pdf document - Show/hide hidden lines - Printer friendly w/hidden lines - Save as pdf w/hidden lines |
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AU 2753 |
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Daily Tasks | 7/29/2014 |
• Emails, phone calls, and recording notes in my notebook. • New logo and colors for a client. New logos for a play site as well. • Recording expenses and invoicing clients for custom work that is needed. • Working on a new mini summary invoice for the 3” receipt printers. • Adding new menu items to the printable invoice page. They are for the mini summary invoice and a future project of a photo invoice. • An intern came over and we worked on concepts and logic for his mini project. We drew out the loops of loops logic in a diagram and flow chart. That really helped, along with scenarios and recording data on paper. Good stuff. |
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AU 2761 |
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Daily Ideas | 7/29/2014 |
A couple of user requests that need to be documented: 1. A mini receipt version for quotes (3” receipt printer) style. 2. A mini credit card invoice (summary) without the line items. 3. Photos on invoices and quotes. These are part number photos per line item. Currently, photos may be attached but attached to the main invoice or quote, not the line items. 4. When we add in-line discounts, we need a special bulk line item tool for the shopping cart. 5. On connecting to the content server, we need a direct connect to help upload right to adilas. Right now, they have to choose between local reference, remote reference, or physical upload. They want to short cut it right to the physical upload page. This may end up needing to be a setting. |
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AU 2754 |
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Daily Tasks | 7/30/2014 |
• Working on new images for new and upcoming features. Small planning for the visual menu on the printable quote page. • Working on the visual icon menu for printable quotes. Currently the page has 26 links in the icon menu. Trying to get an idea about how long it takes to make a menu of this kind. • Working on the mini quote page. This is a 3” receipt printer version for a quote vs. an invoice. More work on the visual icon menu for quotes. • An intern came over and we started working on his mini project. We were playing with form submitting to themselves, grouped output, and dynamic filters for queries. Part way through, we got a 20 minute phone call from Steve. He was just reporting some new things from his day up in Denver. I put him on speaker phone so that Steve could share with both of us about the new developments. • On the phone with some clients. They had a question about credit card processing from different locations and transferring bulk inventories between locations. • More visual page icons for the icon menu for printable quotes. |
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AU 2762 |
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Daily Ideas | 7/30/2014 |
-More requests on the content server to be able to get to the physical upload quicker. Also a request to be able to control what options are allowed – settings for local, remote, and physical uploads. One click uploads, limit to upload only, etc. -It would be nice to have a way to delete or show/hide invoice payments. Sometimes it gets kind of messy and might cause a problem. |
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AU 2778 |
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Daily Tasks | 7/31/2014 |
-Emails and planning a to-do list. -Phone calls, tech support, testing pages, and uploading the new mini summary for invoices and quotes. Also uploaded the new icon menu for printable quotes. Tested all servers. Sent out a couple of emails to let people know about new changes. -New logos for clients. -Emails and light tech support. -Research on a project called “base camp” back from 4/17/14 by an adilas developer. Figuring out files, features, and version for a historical update about what version of adilas we just finished with the media/content server being completed. Going through old CD’s and DVD’s of old files trying to recreate a light history based on adilas versions and feature releases. Fun little blast back to the past. -Going through and writing up features for different versions of adilas. Decided we just finished version 9.0. I’m planning on creating a specific flyer that states we are no on 9.0. |
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AU 3699 |
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Adilas Versions & Progression | 7/31/2014 |
Adilas Versions: - 12 years of progress - 8th version - Info graphics per year – 2001-2014 (See scan in photo gallery for sketches) Versions: 1. Inventory tracking system – Locations, employee/users, and stock/units (serialized inventory) – big ticket items 2. 3. 4. 5. 6. 7. 8. World Building -Base Camp -Anchors Versions: - Description/Features - Time 1. Version 1: 2001-2002 (?) - Inventory Tracking - Stock/Units or Serialized Inventory - Multiple Locations - Employee/Users - Role Based Permissions - Digital time clock 2. Version 2: 2002-2003 (?) - Full & General Inventory - Parts Department – General Items - Basic Inventory Point of Sale - Vendors, Purchase Orders (PO’s), parts, items, services, quotes, tax settings, invoices, and customers 3. Version 3: 2004-2006 - Payroll Reports, Commission Reports, & Withholdings - Stock Units - Floorplan app - Photo Management for Stock/Units - Web Presence for Stock/Units 4. Version 4: 2006-2007 – Full Rewrite - Full Rewrite with a New Base of Permissions & Settings - Changed from MS Access databases to MySQL server database - Banks, Expenses, Check Write System, Deposits - Invoice Rewrite to Open to Both Stock/Units, Parts, & Services 5. Version 5: 2007-2009 - Accounts Payable - Accounts Receivable - P&L – Income Statement - Balance Sheet - Officially Started Up Adilas (6/2008) 6. Version 6: 2009 - Merchant processing for credit cards - Recipe/Builds - Introduced corp-wide settings (custom naming conventions) - Web presence for parts & general inventories - CRM functionality & customer logs - Flex grid tie ins - Customer paperwork & PDF’s - Reoccurring invoices 7. Version 7: 2010 - Major work on corp-wide settings - Security settings tightened - Lots of new POS (Point of Sale) features such as o Barcode printing o Receipt printer invoices o Inventory ordering process o Dewy decimal – up to 5 levels of decimal accuracy o My cart favorite buttons – custom o Units of measure o Sales & profit reports o Advanced add to cart 8. Version 8: 2011-2012 - Elements of time – Calendaring & Scheduling - System designing & layout pieces and how they all worked together - Interactive map layout - More work on my cart favorites and other POS functions - System refinement - Customer queue - Smart groups and tiered pricing structure - Enhanced barcode search capacity - Duplicate PO - Choose interface options - New custom homepages 9. Version 9: 2013-2014 - Custom code & custom interfaces - Industry specific tweaks & charges - Built-in eCommerce and full web presence - Tons of new settings & permissions - Tons of training both online and live classes - Introduced World Building concepts - Lots of new flyers and graphics - Hired college interns to help with custom code projects - Over 100+ hours of training captured and edited - Lots of new YouTube videos - More icons & buttons - Added additional photo galleries for all 12 main system player groups - Migrated to multiple servers and further defined world building levels and definitions - Added full media/content (file management stuff for PDF, spreadsheets, word processing, graphics, images, video, and audio files - API sockets - 3rd party vendors - Custom code Update note: this was lightly recorded into the database on 9/20/14. See elements of time #873 in adilas or #2777 in the adilas university site. Recorded on 9/20/14. |
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