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Adilas.biz Developer's Notebook Report - 9/1/2011 to 9/30/2011 - (35)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 578		Daily Tasks	9/1/2011	• Basic business stuff. • New logo for companies. • Light tech support. • Working on adding subs to the cart. • Tech support for a customer. • Small tweak to the grouped parts look-back report (sub of the balance sheet). • Added a decimal value to the total quantity. The old report only showed whole numbers. • Added the total quantity to the details page as well. • I also added a location name to the daily/weekly report. • Added the salesperson name to the daily/weekly report. • Worked on adding time subs to the shopping cart.

	AU 579		Daily Tasks	9/2/2011	• Working on a page that exports a customer list to an Excel spreadsheet. • Posted the file online under the custom code section. • On the phone with a customer going over technical data questions. I was being grilled on why we didn’t have any data export tools and why we didn’t have a full data map with key joins and relationships; pretty rough. • On the phone with a customer helping to fix a deposit for credit card payments. • Worked on time subs to cart.

	AU 580		Daily Tasks	9/3/2011	• Working on time subs to cart. • Added a toggle switch to help show/hide elements of time on quotes and invoices for printing. • Updated the progress on time for the interactive map layout page. • Uploaded files, testing and working on help files for time.

	AU 581		Daily Tasks	9/5/2011	• Emails and updates.

	AU 582		Daily Tasks	9/6/2011	• Ordered new checks. • Basic business stuff. • Rep checks.

	AU 583		Daily Tasks	9/7/2011	• Basic business stuff. • Printed out some rep checks. • Added a clock in/out IP address field to help with clock in/outs from remote locations. • Posted files online.

	AU 584		Daily Tasks	9/8/2011	• Updating help files for elements of time and the new IP address fields on time clocks. • On the phone with Steve going over ideas about where we are headed and what is needed inside of adilas. We talked about user history reports, elements of time, help files, new merchant gateways, etc. • Migrated 5,000+ parts for Steve to have in a play site. • Worked on help files for elements of time.

	AU 585		Daily Tasks	9/9/2011	• New logo for company. • Did some work on customer migration for same company. They need to get me more info before I migrate any data. • Working on help files for elements of time.

	AU 603		Daily Ideas	9/9/2011	-What if we combined the my favorite links and buttons with the build your own custom reports section. This would be this page, these settings, this name, this sort category, etc. Basically, take the old mend and repair concept and add it to the my favorite links and buttons options. -It seems that everything is going in to a personal setting-type structure. Some great learning models: -Gospel principles are very simple – set up the adilas university just like that. Basic concept, what does this mean, basic examples, expand the vision. -Boy scout E.D.G.E method does the same thing: explain, demonstrate, guide, enable. -The Duty to God method does the same thing: Learn, Act, Share. -I love to say: Learn it, Live it, Love it, Share it. -LTF – get the skills, learn the moves, go ride!

	AU 586		Daily Tasks	9/10/2011	• Finished updating the help files for elements of time. • Added a customer filter to the main elements of time homepage. • Added some code to help with private and admin only items being put into the shopping cart. • Worked on the advanced sub time searches.

	AU 2220		Tech - Elements of Time Form Layouts - Search Action Status Logs & Changes	9/10/2011	Search Action Status Logs and Changes – Subs: - Action Status: (drop down) - Date Type: (drop down) (start date, end date) - Date Range: _____ to ______ (use m/d/yy format for dates) - Time Range: _____ to ______ (use h:mm am/pm for time) - All (use a comma “,” to add more than one) - Time Id(s): Button – get report Hidden - Modified - Time Id - Template name - Main Title/Caption - Main start date - Action start - Start date - Start time - End date - End time - Age - Done by Advanced_time_sub_results.cfm – URL Values - Date switch - Done by - From date - To date - Time Ids - Report type o Sub Actions o Sub Dates o Sub Notes

	AU 587		Daily Tasks	9/12/2011	• On the phone with Steve going over his trailer convention and current direction and needs. He is going to be focusing more and more on training and less on selling and direct consulting. • Worked on the MAXX Gateway. Found out that the code was based on the Merchant One code base. Did a lot of copying and pasting of code with minor tweaks.

	AU 588		Daily Tasks	9/13/2011	• Brainstorming on shipping cart and e-Commerce stuff. (See below or pages in red notebook) • Working on time sub searches. • Tied in time subs to the history reports. • New logo for a company. • Updating help files.

	AU 604		Daily Ideas	9/13/2011	E-Commerce and promotions: -Small time eCommerce is where we want to go with this thing (adilas). People will pay the monthly fee just so that they can sell things. -We also need a way to track sales and promotions. I have a great start done on LTF, it would need to be modified and beefed up a bit, but a great start. Be able to pass promo codes in from outside sources. -Along with promotion codes, people want to track the source from where the codes come from and how often they are used. This could be for specific reps, specific items or products or from specific places (sites, banners, ads, magazines, etc.). Basically, they need a way to track their marketing. -We have created a fun thing in the buttons and what they can do (my cart favorites). What if we allowed a similar thing with eCommerce? -A customer sign-in could be the customer id number and the email associated for that client. The customer id would look-up the corp id. -I want to have a customer bill pay section where they can pay their bills, look at their payables and print invoices and histories. Maybe even their won statements with limited functionality. -One big challenge might be shipping and handling. They are separate but somewhat linked. We need free, set, dynamic and variable options. -I will be building a cart on one server and then passing the whole cart to another server for payment and committing to the database. -What about inventory levels and selling items that don’t exist? How do we handle back orders? -What about custom or we services? Do we want to use XML, ColdFusion web services, basic HTML, etc.? We want to make it portable, yet flexible. We will provide a cookie cutter or pre-built cart and allow for custom options. -Building custom carts could be a great side gig and money maker for me or a development company. That may be a great spot for interns and college folk. Create the tools and then open the road. -We may need some mass or bulk update tools to help with shopping cart stuff: sales, hide/show, active/inactive, my cart favorites, special reports, etc. -Make the process as easy as possible. Many of our clients will be in the under 10 items pool. We may have others who are in the 100-10,000 item pool. Think small to big… -Add photo upload options for categories, buttons and promotional banners. The more we can put at our users finger tips, the better! -Allow a customer to create and save their own quote. -What about merging customer info? We already have them on file but they get entered again. -There will need to be corp-wide settings setup and maintained just for the shopping cart: what location, what invoice type, what customer type, what taxes, what promotions, etc. -A flash shopping cart may also be a fun option. (Extra) -Emails and promotion stuff. -Quick reports and notifications. Email about new sales. Ask customers and clients what they want.

	AU 2221		Tech Elements of Time - Search Additional Dates & Times Form Layout	9/13/2011	Search Additional Dates & Times – Subs: - Sub Title/Caption: - Sub Date Switch: (drop down) - Sub Date Range: ______ to _______ - Sub Time Range: ______ to _______ - Sub Title/Caption Filter: - Sub Notes Filter: - Sub Done By: (drop down) - Filter By Time Id(s): o Sort by: (drop down) Associated: - Time ID - Template Name - Main Title/Caption - Main Date - Sub Title - Caption - Start Date - Start Time - End Date - End Time - Age - Done – By - Notes Another Form: - Date Range: _____ to ______ - Time Range: _____ to ______ - Sub Title/Caption Filter: - Sub Comments/Notes Filter: - Sub Done By: (drop down) - Sort By: (drop down) Associated: - Modified - Time ID - Template Name - Main Title/Caption - Main Date - Sub Title/Caption - Date - Time - Done By - Comments/Note

	AU 589		Daily Tasks	9/14/2011	• Basic business stuff. • On the phone with Steve going over the convention and current game plan. We also talked about some inventory tracking changes that are needed. • Email tech support. • Working on dates and times – advanced sub searches for time.

	AU 605		Daily Ideas	9/14/2011	-There is a known issue on inventory tracking stuff. Some of the issues are splitting quantities (5 decimals), rounding error at the 5 decimal level and inactive parts and items. -We need to be able to show quantities, potential problems and be able to clean off or dust the shelves. -Maybe provide a report that shows inactive products that still show quantity. -Maybe a new report that shows extended values and compares them to what they should be. Try to help people find the problems. This last one is kind of fuzzy still but something is needed. (This will end up being an internal cost correction or ICC) -On time – we need a bulk finish/done page where you can check off items that are done. -It may also be nice to have a finish checkbox on the working with time page. (For elements of time) -On the calendar view – what if we set a standard size and allowed for a css overflow (scrolling field) that way you could see all of the details for that date. -Maybe a mini time pop-up version from the calendar. (New window)

	AU 590		Daily Tasks	9/15/2011	• Working on a temporary patch for the sales tax on the balance sheet. Just pulled some data, didn’t really tie it to anything yet. Posted files. • Helping customer with bank stuff. Working on bank reconciliation. Had to un-void or unlock a voided invoice. Kind of a pain but good to learn and know how to do it. It was an adilas invoice for $2,000 so it made it worth it. • Working on the sub reports for time. • Working on the sub notes section. • On the phone with a customer trying to get her card reader to work. • Working on the time sub notes and comment search and results.

	AU 591		Daily Tasks	9/16/2011	• Working on the calendar view for time – prep and math ideas. • Working on calendar logic. • On the phone with Steve going over things. Talked a lot about training, interface and ease of use.

	AU 2222		Tech - Elements of Time Report Types & Views	9/16/2011	Elements of Time Calendar View - Small icons for new, details, time slot, grouped, and calendar - Possible scrolling overflow box (css) - New mini window pop-up – decided not to do this - Printable version (very simple) - One color block to show the time color - General – no end times first - Not too much data – general overview - Counter per day (mini group) - Fixed width and height – variable heights (sm - 100, med - 150, Lg - 200, XL -300 - 8 columns wide – use left column for week specific stuff - Row Headings – Sunday, Monday, …. - Keep it simple… We have more detail on the details or advanced search - Current day marker - Month and year at top – plus quick changer - If more than one month (or changing between months) show the month and day in the calendar - Add a legend to the calendar - Show active periods and active dates. Color code active ranges. On Time Slot - Show generals first - Allow for next of back buttons - Allow for a quick jump - Limit to seven days at a time Working numbers: Forms, URL’s & Layouts – please see scans in photo gallery Report Types: - Details - Groups - Calendar - Time Slot Grouped Report: Working on the Calendar calcs: Known Values: - Current date - Current month - Current year - Month starting date - Starting day value (1-7) - Month ending date - Ending day value (1-7) - Total per week = 7 Goal: a list or array of dates from Sunday (day 1) to Saturday (day 7) for each week with fillers if needed. Draw on fly, allow for any number of days (up to 365), show as needed. - Starting day value: _______ range between 1-7 - How many filler dates on the start = (starting day value – 1) - Need at least 1 day (show 1 week) but not more than 365 days (1 year). Show as many weeks as needed. - Total days to show = front filler and range and back filler - Then figure out a row count on total days to show, not the original range value - Back filler = (7-N) - Figure out the absolute first day to show = (starting range date – front filler) - Then loop over the row count and add one day to the starting value for all seven days - Check the dates to see if they are under or over the range. If yes, put a month in from of the dates. This may also be true if more than 42 days (6 x 7).

	AU 592		Daily Tasks	9/17/2011	• Playing with the time calendar. • On the phone with Steve talking about time and my cart favorites. • Email update. • Adding a customer type filter to the my cart favorites. • Did some prep and added the customer type id to the shopping cart structure.

	AU 593		Daily Tasks	9/19/2011	• Adding customer type to the my cart favorites. • Also a little bit of tech support for compliance services and tiered pricing structures. • Added a filter for the customer type on the my cart favorites. • Uploaded new pages, tested and did help files. • Wrote a quick update email.

	AU 594		Daily Tasks	9/20/2011	• Basic business stuff. • Emails and bank stuff. • Working on elements of time and the calendar and grouped reports.

	AU 595		Daily Tasks	9/21/2011	• Working on the main time reports. Added links to the main customer page to export customer list to MS Excel. • Working on the grouped time report. Added a number of drill-down links to help get at the data. • Worked on the calendar report.

	AU 596		Daily Tasks	9/22/2011	• Working on the calendar report. • New logo for companies. • Worked on both the calendar and time slot reports. • Launched the time pages.

	AU 2223		Tech - Elements of Time Report Types & Views	9/22/2011	Time Slot Report View Layout & Planning Please see scans in photo gallery

	AU 597		Daily Tasks	9/24/2011	• Working on the time slot report. • Small tweak on time to show the current month instead of the current week.

	Adi 65		Training - Outlined - Steps to Sucess for adilas	9/26/2011	Kiva and I spent about 3 hours writing down ideas and coming up with a game plan :)

	AU 598		Daily Tasks	9/26/2011	• Emails and tech support. • Sent an email update about the new grouped and calendar reports for elements of time. • Worked on the time slot report page. • Ran into a problem with time comparisons between time objects and numbers.

	AU 599		Daily Tasks	9/27/2011	• Working on the time slot reports and options. Added data output. Worked on time query of queries, look-ups and added pagination to the time slot reports. • Email update to Steve and others. • Email about the tech stuff like back-up schedules and database versions. • Other tech support. • Worked on showing generals (no start time) on the time slot report.

	AU 600		Daily Tasks	9/28/2011	• Working on privacy and admin only code for time reports. • Tech support. • Quick changes for the restore to cart page. • Small tweak for Authorize.net stuff. • Started tweaking the main time homepage interface. • Worked on privacy stuff for subs of times.

	AU 2224		Tech - Privacy Options for Report	9/28/2011	Working on privacy options for reports: - If created by id is current payee id let pass - Else if single user assignments is 1 and assigned to id is current payee id let pass - Else if admin permission is okay let pass - Else make private - If admin only flag is 1 and admin permission is not (ok) o Make admin only - On the time slot report… add an if statement for the single user assignment - Items to include on the monthly update - IP addresses on clock-in/out and system logins - Export customer list to Microsoft Excel Format - Added a customer type filter to the my cart favorite buttons - Elements of time

	AU 601		Daily Tasks	9/29/2011	• Working on security settings for subs of time. • Worked on graphics for time.

	Adi 87		PO's - Dupe PO's	9/30/2011	Sabrina at Trinity really wants to be able to Dupe PO's so she can speed up the process ...... Purchasing and Internal Building Finished on 5/26/12

	AU 602		Daily Tasks	9/30/2011	• Added some new graphics and publicly announced the release of elements of time. • Minor update on verbiage and posted files. • Signed off on code for elements of time.

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