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Adilas.biz Developer's Notebook Report - 9/1/2014 to 9/30/2014 - (64)
Photos
Time Id Color Title/Caption Start Date   Notes
Click to view time photos.
Adi 868 Employee Time (Hours) - Totaled 9/1/2014   Meeting with Roxanne and she is working with Hemp Temps. They want to be able to track employee hours and then have them add up per element of time as a job.
 
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AU 2817 Daily Tasks 9/1/2014  
  • New logo for a client.
  • Planning ways to record behavioral data for teachers and students. Brainstorming on paper and writing down ideas.
  • We had a request from a user to be able to copy the part number into the description field. So, we added a small button that helps that to happen if wanted. While we were working in the parts and general items section, we also added the key word “auto” to the main parts field. We could already do auto for barcodes, but not for actual part numbers. Anyway, we cascaded the code throughout that section and pasted new files online. Emailed a client that his request had been granted. This could really help with consignment folks.
 
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AU 2922 September 2014 Monthly Recap 9/1/2014   Work continued this month on various projects. The database copy project continued with prepping code and tables, creating new tables to make database connections and transitions, writing table descriptions, and planning with future growth in mind. The behavior tracking project wrapped up for the school to start tracking more parameters for their students. Working on this projects led to a lot of ideas and brainstorming concerning how adilas could be a huge help and asset to teachers and schools. To see more on these ideas and brainstorming, please see element of time #2775 & #2844.

Other projects included working with cash kiosk system developers to get a simple interface up and running on a kiosk and from there determining further project scope and timelines. The need continues to grow for more custom pieces and many requests have come through lately for custom label options. Interns and developers are continuing to be trained to prepare them for working on future adilas projects.

Another exciting piece is that many clients are uploading hundreds and hundreds of files to the content server. Clients are already beginning to pass the free storage allotment and we are excited to see the content server getting more and more use. A few other pieces were added throughout the application such as new options for printable invoices, a new button to copy the part number to the description field, the default time template colors shown on the master template page, 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 2818 Daily Tasks 9/2/2014  
  • On the phone with Steve going over upcoming projects and current tweaks. We talked about 3rd party vendors, eCommerce, kiosks, custom code, and splitting databases. We also talked about options on part numbers to use the auto generated main part numbers and how that could be used. We also talked about a client and his trucking systems and possibly offering additional services for them such as accounting and payroll. Anyway, he is excited and pushing the ball forward.
  • Helping my wife get setup on the next project. We are starting to document the adilas database tables.
  • Got some new files from a developer. Made the changes and posted them online and emailed he and Steve with updates.
  • Working on the teacher/student interface and the new behavior tracking section. Lots of work on layout options for touch screen.
  • Phone calls and tech support. Lots of accounting type questions. Average costing options and special mappings for deposits and refunds.
  • My sister came over to work on the database project. We spent a couple of hours writing table descriptions for the different tables. We worked on all the “P” tables like payee, parts, paycheck stubs, payee permission list, etc., etc. Great session.
  • I got a call from a contact about a possible technical contact and a guy who knows code stuff and may want to do some adilas code projects. Anyway, I chatted on the phone with him for about half an hour. He has been such a good support. I would love to start using him as a project manager of sorts. He could do a great job. I'm excited to see where that could go. Good stuff.
 
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AU 2840 Daily Ideas 9/2/2014   -We got a request from a client to be able to map deposit types to both cost of goods sold and to expenses. These would need their sign flipped. Recorded as a positive but show up as a negative. Here is the scenario... Say a truck driver prepays for gas. Say they thought that they would spend $150. Well it only took $130 worth of gas. They then get a $20 refund back on their card. The two transactions are $150 out of $20 back in. Maybe just do both transactions on expenses and make one a positive number and one a negative number. Just an idea.
 
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AU 2819 Daily Tasks 9/3/2014  
  • Working on the teacher/student behavior tracking section. Tying in code to work with elements of time.
  • On a conference call with the folks from Cash 4 Ever and EZ Kiosks. We talked plan, options, and time-line. I will be working on that project all day tomorrow as needed. We are planning a super simple interface with special rounding to whole dollars for the first round. Lots of comments going back and forth. Spent a couple of minutes recording notes on a piece of scratch paper.
  • More work on teacher/student interface and tying the behavior tracking system to elements of time.
  • My sister came over and we worked on more table descriptions and lining out adilas database tables.
  • An intern also came over and said that he could help do some adilas code work. We talked about 10 hours a week and helping me on a number of small projects that I am working on. Casual but good meeting.
  • Working on switching main elements of time for the behavior tracking module for the teacher/student interface. Small little page switching buttons and links. Behavior tracking uses sub dates and times tied to main elements of time.
 
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AU 2841 Daily Ideas 9/3/2014   -We had a request to create a bulk tool for parts and general inventory items where you could flip between active and inactive status. That would be cool, but it may have some other cause and effects on the balance sheet and other financial documents. Anyway, just an idea.
 
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AU 3707 Tech - Elements of Time, School Project, & Kiosk Project 9/3/2014   School project – Behavior Tracking planning:
(See scan in photo gallery)

Other notes:
- Whole dollars with tax including
- Refunds & returns
- (Kiosk simple & Cash 4 Ever)
- Simple invoice
- Pull values
o Simple path to get this done
o Developer contact
o $ amount
- If only 1 pmt, on account, & same day, just replace it. Anything else… Just apply a new payment. That will keep it clean. Show change due…

Java script & total $’s:
- BNR plug in
- Do some research
- Show running amount, amount owed, and change due
- Webcam plugin
- Round up kiosk fee
- Look up “fee” and then add item to invoice and update main
- Quick idea on flow:
o Corp key id
o Invoice #
o Display (pmt screen)
o Action
o Mini
o Default homepage (back to)

Defaults for adding elements of time:
“Add Main Time Elements” – template & default
- Action status id
- Actual value
- Adjusted date time
- Admin only flag
- Allow action status edits
- Assigned to id
- Budget frequency general
- Budget frequency id
- Budgeted value
- Color value
- Corp id
- Customer id
- Element closed
- Element end date
- Element end time
- Element make private
- Element start date
- Element start time
- Element target date
- Element target time
- End dates closed
- General amount
- General notes
- General person
- General place
- General title
- Invoice number
- Invoice status id
- Payee id
- Priority number
- Quote number
- Show time in minutes
- Store id
- Target bypass
- Time frequency id
- Time template id
- Total time
- Use action status
- Use budget
- Use closure
- Use color
- Use end date
- Use end time
- Use general amount
- Use person customer
- Use person vendor
- Use place
- Use priority
- User quote invoice
- Use single user assignment
- Use start time
- Use target date
- Use target time
- Use total time
- Vendor payee id
 
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AU 2820 Daily Tasks 9/4/2014  
  • Started working on a new kiosk interface for Cash 4 Ever. This is going to be the project of the day today. Started out with some planning. Did a small flow chart to show the five pages that are needed. Started working through the pages one at a time. Lots of validation and trying to keep things very simple for the user.
  • Working on the java script and backend logic for the Cash 4 Ever kiosk. Got the pages ready and posted them online. Ran a number of tests and prepped for a phone call with the C4Ever systems guys.
  • On the phone with some guys from C4Ever Systems. We did a GoToMeeting session with one guy at the kiosk, one guy remoting in from the background, and me on the GoToMeeting session. I showed them what was going on and we walked through a number of small demos.
  • Helping my sister with database table stuff. Recording notes and writing down things from the conference call.
  • Working on a few pieces of the C4Ever systems wish list.
  • Finished up some small changes on the C4Ever Systems wish list. Also updated the add item page for shopping carts. Added buttons and helped with some basic math values on the page. Posted files online and did some testing.
 
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AU 3708 Planning - Kiosk Interface & Flow 9/4/2014   Planning out the Cash 4 Ever Kiosk Interface & Flow:
(See sketches on scan in photo gallery)
Notes from various sketches & layout planning:
- Make sure invoice dates match
- Show new kiosk fee and prep it for the next page
- Check payments possible already applied or already paid in full
- Run java script math as the bills are inserted and checked, run the update function
- If only 1 payment that is “on account”, just replace it
- If anything else, just apply the payment as a new entry
- Pass the info off to the correct URL
- Pass on URL var kiosk = C4ever
- Change top logo link
- Remove other nav
- Print button
- Have link back to c4ever ticket start cfm

Other Instructions:
- Create a new user and assign super basic permissions invoices & quotes
- Set their custom home page to the custom/c4ever ticket start cfm
- This will be the kiosk login

Working on the Cash 4 Ever Kiosk Interface (continued):
Form name = payment form
- Amount inserted:
o Amount inserted – read only
o Actual amount inserted
- Amount owed:
o Amount owed – read only
o Actual amount owed
- Change due:
o Change due – read only
o Actual change due

Other notes:
- Testing
- Kiosk demo – 1234
- Convenience fee
- “kiosk simple”

C4Ever Systems:
- Change the special kiosk fee to convenience fee
- Setting POS side for rounding up when finding the checkout
o 5 hours quote
- Kiosk main screen set to numbers
- Show last invoices that have not yet been paid per day – include button
- Hide the fee if set to $0 on the display page
- Test logins for the kiosk send to mark
- Small thumbnail for interface
- On error messages (4Ever Systems no C4Ever Kiosk)
- Refresh main page with list of available invoices that need to be paid
- Take off the java script to get the field focus
 
No po photos available. Click to view time details.
Adi 890 Limit quantity sold to amount on hand - don't allow negative quantities 9/4/2014   Carmen Foley, an adilas rep, has authorized us to build in some code for checking for negative quantities on parts and general inventory items. Basically, she wants the system to be the bad guy and not let her salespersons sell into the negative.

There is already some similar code on the ecommerce side that basically checks for a quantity on hand and then virtually denies the person the right to use the current product (shows out of stock and all add to cart features are disabled). This means we would hide or disable add to cart functions inside the main adilas system.

This project also needs some help with other more advanced features and other possible access points. The other access points are things like barcodes, advanced add to cart, my cart favorite buttons, and maybe even recipes. Don't be too scared, basically, our job is to stop the users from selling into the negative. We can do this by checking quantities and then disabling buttons and text fields where users interact with the system. We want to stop the horses from getting out of the barn. This job is basically putting locks on different access points.

This setting will need to be on a corp-wide setting level. Talk to Brandon for more details.

Also, this setting was promised back in late September but has been put on the back burner based on how in-depth it is and how swamped Brandon is. Brandon will most likely need to help whomever chooses to do this project as it goes pretty deep. If it goes over the $200 budget, adilas will pick up the rest of the tab and pay $15/hour over the $200 budget.
 
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AU 2821 Daily Tasks 9/5/2014  
  • Custom code to help an adilas rep out with some inventory management functions. See notes below for more details.
  • New logo for a client.
  • Email tech support on calculating and recording overtime based on state specific rules. The answer was basically, use the tools to record the story, then change the automated numbers to match what you need. The system tries to help but has no idea about every rule out there. Let it do what it does and then edit the information to make it correct.
  • Emails to the C4Ever Systems guys with login and passwords to the play sites and kiosk interface.
  • Working on the MEI BNR (bank note recycler) API for the C4Ever Systems guys. Reading documentation online and trying to figure out the pieces that we need. Built a small test page to see what values and errors we were getting back from the different method calls and responder functions. On the phone with the guys at the actual kiosk. They were feeding in bills and I was testing, uploading new code, testing, and doing it all over again. Hours of back and forth testing. By the end, we could start the kiosk accepting bills, turn it off when enough, and return change due. Good session.
 
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AU 2842 Daily Ideas 9/5/2014   -I just got done helping a rep with some inventory related tasks. It might be nice if we could make some tools to help our people out. The two tasks were bulk flipping parts (items) between active and inactive and bulk flipping parts (items) show on the web status. Both pieces would be an awesome tool. Maybe tie the bulk parts status to the part admin permission and the bulk parts show on the web status to the manage web inventory permission. I built a custom page to help the rep out but it may be nice to build those tools into the system.
 
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AU 3709 Planning - Kiosk Project 9/5/2014   Small to do list:
- PO’s 1-7 – all items to inactive
- Color changes for a corporation
Kiosk Simple: (see sketches on scan in photo gallery)
- One product
- Web & adilas
- MEI BNR (Bank Note Recycler)
- Another product
- Methods & handlers

Working on the BNR (bank note recycler) API stuff
- Transactional – possible rollback
- Escrow – holding area until completed
- Kiosk simple session bank credit management
- Set the device in accept mode and keep open (accepting) until a total threshold is met
o For example: ready, I need $, expected = x, one equal or over, stop accepting
- Allow rollbacks…? - This pulls from the transactional escrow holding area… Money in = money back out. Same money.
- End or commit the transaction – put the money into the recycling and other bank holding pieces.
- $(document) ready C, JQuery stuff

Sketches/Layout/Planning – See scans & sketches in photo gallery
 
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AU 2822 Daily Tasks 9/6/2014  
  • On the phone with Steve talking about the current C4Ever Systems project. We talked scope, options, and where to draw the line. We also talked about where they are headed and where we are headed. I basically told Steve that I was going to hand the ball back to him and let him deal directly with owners and such. I'll get it done and he will handle the negotiations and details.
  • Brainstorming and planning. Recording notes.
  • Documenting and sketching out new flow and options for the C4Ever Systems kiosk interface. Light planning on a test mode and an admin backend dashboard.
  • Working on new layout and logic changes for the C4Ever Systems layout. Added both test and admin sections. Started working on the main payment page code (pretty deep).
  • Major work on backend payment page and logic for the C4Ever Systems. Added two different page modes to handle live – attached to the kiosk and test or demo mode – standalone system. Lots of java script work and passing values back and forth between functions.
  • Adding logic to cancel a transaction and do a virtual rollback on funds applied to the transaction. Other backend settings.
  • Finished up the code stuff for round one of the C4Ever Systems kiosk interface. All that is still needed is live testing actually on the C4Ever Systems kiosk with a BNR (bank note recycler). All of the test mode debugging is complete.
  • Working on the behavior tracking project for the teacher/student interface.
  • Added the sub behavior tracking to the custom page to add additional records. Basically, on one page you can create and populate as many behavior records as needed. The system keeps you in a loop until you jump out of it. This allows you to monitor and record data on a single student until you need to switch to another behavior or another student.
 
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AU 2843 Daily Ideas 9/6/2014   -Thinking about the data and business assembly line concept. We've got to get that out there to the world. It deals with world building, automated pieces working together, and kind of like a robotic manufacturing facility – but for data and business logic vs. normal manufactured goods. The data assembly line for businesses. See notes back from 8/2/13. Also search adilas university for notes regarding “assembly line”. Lots of notes on the subject. This is the future of many businesses. It need to be protected as a general universal concept. We all need it!
 
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AU 3710 Planning - Kiosk Interface & Flow 9/6/2014   More changes for the C4Ever Systems Interface:
- On the main interface page… allow for two main keywords to be entered. They are “test” and “admin”. If test, show links to the standalone BNR (bank note recycler). If admin, go to a special page and prompt for username and password. These would be set from the adilas 3rd party vendor’s page.
- We would need special settings for each kiosk. What Id’s, user names, passwords, total in, total back out, etc.
- Eventually we will need ways to stop, reset, load, take out pieces, trade draws, audit, etc.
- This almost goes to a sub location or cash drawer level.
- We need to be able to control flow in, cash out, and even possible in-between actions (not a full close out or a quick restock). Lots of variables.
- Are these totals stored inside of adilas? On kiosk simple? BNR? Or at the C4Ever System Level?
- Who is going to create and manage those admin tools? Some list... Adilas, Kiosk Simple, BNR, or C4Ever Systems?
- What about admin access histories and other security pieces.

New page flow for round one…
(Please see sketches on scans in photo gallery)
- Ticket start:
o Standard link to reset the page to the ticket start page
o Refresh button
o Invoice/ticket # from
o Also used to get to test & admin modes
o Dynamic list of unpaid invoices
- Ticket display:
o Invoice number and amounts
o Continue and conform button
o Invoice line items & details
o Another spot where the convenience fee will show up if needed
o Only shows up if needed to get to a full $ value
- Ticket payment:
o This page does all of the java script and heavy lifting. It talks to kiosk simple, BNR, and page user with info and instructions
o Read only fields to show math
o Dynamic test mode or simulation mode – this only shows up if the BNR are not found. Disabled until the pay it button is clicked. Small text field and button to stimulate the bill insert process. Still do all math and such.
o Flow for this page…
- All buttons are disabled by default
- Once loaded, it checks for the kiosk simple interface. If yes, enable the pay it button. If no, redirect into test or simulation mode.
- Once the pay it button is clicked, start calling BNR functions. Open and start the cash in. As things happen record and show the transactions.
- After the transaction completes, give the change back and submit the form to the action page.
o Special note about the cancel button. Disable until we know live or test mode. If clocked before any payments are made, reroute to the homepage or the ticket start page. If clicked after the first payment but before the transaction stops and change is given, roll it back and give the money back.

This whole section needs to be figured out… scope, budget, who, where, when?
- Test BNR Page
- Admin Login
- Admin Page - Dashboard
 
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AU 2823 Daily Tasks 9/8/2014  
  • Emails and light tech support.
  • On the phone with Steve and a guy from C4Ever Systems talking about options for round one. Went through a number of things and verbally defined round one. We also talked about what might need to be on the wish list for round two. After the guy from C4Ever was done, Steve and I chatted for awhile about other developers and how to keep and engage them in our projects. We talked about some of the lessons learned already and options for the future. We are still headed in the independent contractor direction. We also talked about our need for adilas world and how that could help share the work load and job or project options.
  • Working on the teacher/student behavioral tracking stuff. Added some navigation buttons.
  • Working on a sub page for the behavior tracking section. The page shows all sub dates and times per existing task or behavior. Basically, a grouped list of existing tasks with their sub data points.
  • An intern came over and we did some Cold Fusion training. We talked about scopes, variables, and code once – use many concepts. Lots of review and letting him drive and practice debugging stuff.
  • Working on the teacher/student interface pages.
 
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AU 2824 Daily Tasks 9/9/2014  
  • Working with an intern on a custom PDF document. We called the client and talked with him on the phone. It ended up that his simple PDF document wasn't quite so simple. It was actually a rent to own contract of sorts. He wanted it to do this and that and whatever... After that phone call, we called Steve and chatted with him. We will get back with the client on options for his documents. We may need to say no to this client for now. Saying “no” is really hard sometimes.
  • The intern and I were working on the teacher/student interface and a new page that will allow a teacher to get at all student data points as quickly as possible.
  • Emails and phone calls.
  • Working on the teacher/student interface reports.
  • On the phone with the C4Ever Systems guys talking about minor changes and possible direct printing options. Other small requests were dealing with auto refresh rates and who is going to do what on the development side.
  • Working on a page for the teacher/student interface that puts all of the key student data points in one single place. Wiring up all of the buttons.
  • My sister came over and we worked on more database table descriptions. I also gave her a small demo on the teacher/student stuff as well as the kiosk stuff we are working on.
  • I got a phone call from a C4Ever Systems guy. He was testing the kiosk stuff and wanted me to help and even make some small changes. On the phone, testing, and debugging flow and processes with live code.
  • Went over to our teacher client's house to show her a demo of the new teacher/student interface changes. We played with features and reports and I answered questions.
 
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AU 3711 Planning - Client Project 9/9/2014   Client from the tire store in Colorado. He has a custom PDF and a rent to own on tires and wheels:
- New or used condition
- Total cost of the deal must be on the contract
- Sales tax – pull from invoice
- Total
- 30, 60, & 90 days – calc total cost at 30, 60, 90
- 325% of cost
- Weekly
- Bi-monthly
- Semi-monthly
- Rental term – how many weeks
- Sac exp – same as cash expires
- $3 fee every
- Mini finance calculator
- Pull up public – get model – auto generate serial #’s, invoice #, & line items
- Condition as new
(See sketches on scans in photo gallery)
 
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Adi 870 How adilas can help teachers and educators 9/10/2014   Almost five pages of notes on how adilas can help teachers, educators, and students.

Think about the power of a full business software system - catered to help teachers, educators, and students! A teacher's business is their classroom and their students. We can help with that!

See the attached scans for all of the details.
 
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AU 2775 Brainstorming about how adilas can help teachers and educators 9/10/2014   Almost five pages of notes on how adilas can help teachers, educators, and students.

Think about the power of a full business software system - catered to help teachers, educators, and students! A teacher's business is their classroom and their students. We can help with that!

See the attached scans for all of the details.
 
Click to view time photos.
AU 2825 Daily Tasks 9/10/2014  
  • Recording notes in my notebook.
  • Posting the new behavior tracking and teacher/student interface pieces online. Small help file graphic tweaks and light testing.
  • Brainstorming notes and ideas of how adilas could really benefit teachers and educators. See notes on other pages. Lots of notes. My mind has been going nuts.
  • On the phone with Steve talking about schools and teachers. Lots of good ideas.
  • More brainstorming on ideas for teachers, educators, and students. Lots of fun, cool, ideas. We could really help these guys and gals out. I really think that we could help there!
  • More brainstorming on schools, teachers, and educators in general. I scanned the five pages of notes and sent them to my dad and to another contact that has been helping with marketing and other aspects of adilas. I would like him to spearhead that little project.
  • Working on help files for the teacher/student interface. Also modified a page to help teachers both add and view (access) data as quick as possible. Helped an intern with installing software on his new laptop.
  • Paying bills and recording expenses.
 
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AU 2844 Daily Ideas 9/10/2014  

-If we watch people use the system without any other information it may help us find the holes and pitfalls. That takes quite a bit of time, but if you don't have to explain everything, it actually saves you time in the long run.
-Maybe soften some of the error messages. Help to guide and virtually hold the users hand a bit more. Show them the goal and then how to do that.

Notes About Teachers & Educators - & How They Could Use Adilas:

-This morning I have been thinking about teachers and educators. I really think adilas could be beneficial to teachers at all levels.
-I was thinking about a guy who has been helping with adilas and having him spearhead this little project. I really want to get this product out to educators and people who are teaching the next generation. It could really help them out.
-We could sell a single teacher license for $10 a month. What a benefit to the teachers at that price! We could do a whole school from $17 to $187 (whatever) based on number of teachers and students. We could do districts at a different level and even dedicated servers at another level. Tons of options.
-We could do public schools, K-12, preschools, private schools, charter schools, alternative schools, technical colleges & schools, colleges, universities, etc. No limits! Hey, even Sunday Schools... :)
-We could make a number of other interfaces that fit styles and different age groups.
-We could set a flat rate of $50/hour for custom work. That is much easier to swallow than $100/hour or higher.
-We could offer custom interfaces, custom documents, custom reports, and custom training. These are all part of the system and great potential revenue streams and profit centers.

-A CRM (Customer Relationship Management) system for teachers and students.
-Teachers could use – CRM, scheduling, photo management, documentation management per calendar event or per student, custom fields for tracking data, backend login (eCommerce) for parents, personal expense tracking, etc. Tons of options!
-We could approach schools at the state and district levels. We could approach teachers at a private or personal level. It is just a tool! They could use it at school, at home, over the summer, even while on field trips and bus rides. All they need is a hotspot or Internet connection.
-The application can be used on ipads, tablets, PC's, Mac's, phones, laptops, desktops, etc. Piece of cake and super small bandwidth and footprint.
-No contract. Month to month or annual plans. Free updates. Freedom and organization of their data.
-Cloud based, hosted solution.
-Privacy of data in multi-teacher environments.
-The power of a full business software system – catered to help teachers, educators, and students! A teacher's business is their classroom and their students. We can help with that!

Random note: I saw an interesting phrase in an email this morning... It said “disposing of digital debris”. I find that interesting as one of our current thought patterns deals with waste and being able to remove sludge and unneeded digital debris. All of nature has a way of getting rid of waste. We need to build those features in our data projects.

More notes on adilas for teachers & educators:
-School lunch program. They could pay and load cards from backend eCommerce. This is kind of like a gift card type interface or options. We could have an easy my cart favorites menu to bill out lunches and charge the cards accordingly. It could be super simple.
-Schools may need small online stores for yearbooks, t-shirts, game tickets, plays, donations, etc. This could be more eCommerce school funds cards. Pretty cool.
-Schools need email and text messaging between teachers and students and teachers and parents. We could use Full Circle IM as a 3rd party vendor for that. Piece of cake.

-Simple pricing structure of $10 per month per teacher. Any of the reps could get 20% of that as the rep and/or consultant. This same commission structure exists for all reps. This deals with accounts, not teachers (unless they are their own mini account).
Level 1 – 0 to 25 clients (accounts) – 20%
Level 2 – 26-50 clients (accounts) – 25%
Level 3 – 51-75 clients (accounts) – 30%
Level 4 – 76-100 clients (accounts) – 35%
Level 5 – Over 100 clients (accounts) – 40%

-Boy, it would be awesome to have a specific website that had teacher specific stuff on it. Ideas, tutorials, consultants, developers, manuals, and other resources. This could be really cool if they could even purchase or setup an account right from there. We could figure out referrals, promotion codes, etc. Just an idea! :)
-On schools and reports, dates are very important. We just barely added some custom date ranges to the school specific settings. This is an admin feature, but the dates could be set by school year, semesters, quarters, trimesters, year-round, etc. You get to set the active date range. All of the older data still exists, but the active date range helps to keep things current and fresh. In a way, it is like getting rid of waste and rubbish without actually towing it away.
-Objects and data wrapped in time... Think of what happens in a school year, a quarter, a semester, a trimester. What if all of that could be wrapped up together. Relationships, characters, players, problems, trouble, decisions, and consequences. Each chapter in the book (school year or timeframe) needs to play out as it happens. Catch the story at the source (teacher/student) and then go from there.
-Mini world building – a teacher, his/her students, their school, their community, their district, their region, their state, their world.

-More ideas and possible needs for an eCommerce and/or point of sale piece of software or solution... Event registration, community events and calendars, book stores, class fees, dances, housing, parking, food, labs, supplies, tuition, clubs, fund raisers, donations, extra curricular activities, field trips, exchanges, trips, etc. Tons of things, at a school, deal with money.
-This might be further down the line, but what about teaching adilas classes to students. Teach them how to run a business, sell things, track things, do accounting, even how to dream! Teach them... You dream it up, we'll help you wire it up!
-What about different accounts per students. Say they put some money on a card or an account, wouldn't it be cool if you could sub divide the money into different areas... For example: food, recreation, fees, book store, clubs, activities, etc.
-What if someone wanted to design a whole new interface that talks with an adilas backend? They could use any programming language and an adilas backend engine or API connection socket. The interface could be 100% specific to teachers and educators.
-I need to get back to my other projects... I'm having a hard time turning off the ideas... :) Good stuff and it could help great people! That's exciting!

Other notes:
-On customer logs (meaning the main customer information page), it might be nice to add all subs of time. Maybe also the invoice number of the main element of time to show what has and has not been invoiced. Then again, maybe just a link instead of showing all of the data. Or maybe wait until we do the roll call page and then link from there.

//////////////////////////

As a side note, we added a Word Document on 10/30/2019. Original date of the entry above is 9/10/2014. The new Word Document came from Chuck Swann, an adilas designer/developer. It was listing out some additional needs for schools. See this link for more info on that doc.
https://www.adilascontent.biz/top_secret/images/corp371_A70F6B3792/pdf/doc_81887_01112B5ABC.docx

 
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AU 2826 Daily Tasks 9/11/2014  
  • Finishing up help files for new changes and pages. Small layout and verbage changes. Added the default color to the view master time templates page. This has been on our to do list for quite awhile. Added a printer friendly version of the default colors for time templates.
  • More help files.
  • Reviewing a request for an API connection.
  • Writing an email back and forth to Steve about project managers and established processes. I sent him an article that I read back in 2004. It deals with process and documentation. Here is the URL: http://www.sitepoint.com/print/process-and-documentation
  • Re-reading the process document listed above. Making some notes on ideas that I had while reading.
  • More reading and planning what I want to do and how to do it. I love planning and documenting and then actually creating it. Maybe that's my new job... Less coding and more planning and documenting. Then have other people help me get it done.
 
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AU 2845 Daily Ideas 9/11/2014   -We have all the tools to document our projects as well as anybody else. We need to use our system to build our system. It is time and we are ready.
-We need the sub sign-off section of elements of time. This deals with both clients and vendors. We need to expose this to the web as part of eCommerce so that we document the scope and the project. Require a sign-off for every project. Protect yourself and your clients.
-Instead of just quoting the job and development work. Think about planning, documentation, deployment, and wrap-up. They are all part of the job. As a side note, I just spent all day today writing help files and uploading code. It takes a lot of time.
 
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AU 2827 Daily Tasks 9/12/2014  
  • Brainstorming on what new adilas developers need to know. Lots of notes on how to help them get the skills and knowledge that they need. See associated notes.
  • A new contact came over and we chatted about code and concepts. This was our first meeting. Really nice guy. Great potential!
  • Small changes for a contract. Posted files online.
  • Working with potential new developer on getting to know the adilas system and adilas culture. Lots of talking and chatting back and forth. I had him go in and play inside of adilas and do a couple invoices, apply a discount, make a couple expenses, print a check, do a deposit, scan and upload a photo and other small tasks. He showed me some of his work and other projects. I gave him a small test on SQL and HTML. He also did a small Java Script example on paper. He did very well. I'm excited to see where this business relationship will go.
  • Random clean-up work. Looking at database files. Helping an intern get adilas loaded on his computer. His system was having a small database connection problem.
 
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AU 2846 Daily Ideas 9/12/2014   Up early with seasonal allergies so I decided to do some brainstorming on what we need to require for adilas developers.

New adilas developers will need:

1. These products installed on their laptop: Adobe ColdFusion 10 (or higher), MySQL 5.6 (or higher), and some kind of editor for code. Examples might be Adobe Dreamweaver, Adobe ColdFusion Builder, Eclipse, etc. The code editor needs to be able to handle HTML, CFML, and Java Script.

2. Other product recommendations are: Adobe Creative Cloud, Adobe Acrobat Pro (able to create PDF forms), MySQL – Front (database programming) and Microsoft Office products such as MS Excel & MS Word.

3. A basic understanding and knowledge of the following:

• HTML Basics

- Document structures
- Links
- Tables
- Anchor tags
- Frames and targets
- Lists (bullets & numbers)
- Formatting – bold, italics, underline, headings, fonts, colors, sizes, etc.
- Nested tables
- Div tags, alignment
- Other tags – line breaks, paragraphs, horizontal rules, etc.

• CSS basics
• Java Script basics
• ColdFusion basics

- Comments
- Variables
- Cf output
- Dumps
- Scopes – variables, URL, FORM, application, session, etc.
- Tables & HTML Forms & Form controls
- Naming conventions

o Database
o Variables
o ColdFusion
o Etc.

- Conditional logic – if, else if, else
- Nested if statements
- Loops – lots of different kinds

o Basic index loop
o Lists, arrays, structures, query
o Nested loops

- Lists
- Arrays
- Structures
- Database Logic
- Queries
- Includes
- Redirects
- Parameters
- Validation
- Custom Tags
- Functions & Methods
- Complex Data Structures
- External Options – Convert to PDF, Excel, Web Services, API, Email, Etc.

• Database & SQL Basics

- Relational Database Models
- Select Queries
- Insert queries
- Update queries
- Table joins
- Scripting changes
- Queries of queries (ColdFusion)

4. A basic understanding and knowledge of adilas, its form, function, structure, and vision.

• World Building Concepts
• One-to-many relationships
• Permissions & Settings
• 12 Main Application Player Groups:

- Customers
- Invoices
- Quotes
- Parts & General Inventory Items
- Stock/Units – Serialized Inventory
- Elements of Time – Calendar & Scheduling
- Employee/Users
- Vendors
- PO's or Purchase Orders
- Expense/Receipts
- Deposits
- Balance Sheet Items

• Flex Grid Tie-Ins
• Intro to Accounting
• Photos, Scans, & Content
• Payroll & Timecards
• Web Presence & eCommerce
• Locations & Tax Settings
• Documentation and other developer specific topics such as help files, custom settings, navigation, and code sign-off's

5. Progress Reports, Testing Understanding & Knowledge, & Completion

• Classes attended – list, sign, and date
• Tests passed – list, sign, & date
• Manuals, resources, code samples, etc.
• Different Levels

- Adilas Intern
- Adilas Developer
- Adilas Project Lead
- Adilas Trainer

• Completion Records

- Sign-off's
- Diplomas & certification

• Adilas world

Other notes:

-Teach live classes for these subjects. Charge for the classes. Allow testing out of any subject. Charge for testing. Cap testing time frames as needed. Code samples on FTP servers. Use adilas university. Create actual manuals for both online and printable PDF's. Use GoToMeeting for online classes. Post class schedules and agendas and itineraries. Use elements of time to hold all of this stuff – as much as possible.
 
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AU 2828 Daily Tasks 9/15/2014  
  • Back working on the database copy and deep database surgery. This is also known as the solar system level. This project was started in mid August of this year. Spent the morning checking different computers for files and progress on the database copy. Reread all of my notes in this notebook from 8/12/14 to 9/12/14. Lots of crazy things happening. The notebook review really helped me remember what is going on and where we are headed.
  • Touching pages that are part of the big database copy project. Light work on the in-line discount code. Trying to make sure existing code will work going forward.
  • Emails and tech support stuff.
  • On the phone with a consultant talking about tax settings and mini invoice options and settings. See notes below. Small code changes for him and his client.
  • Small tweak to the mini invoice and corp-wide settings to only show the mini invoice with the items and not the descriptions.
  • The guy helping with marketing and project management came over to meet with me about marketing ideas and how to get more developers online and in the trenches. Great meeting! Lots of vision and concepts. I showed him some pieces of the new teacher/student interface and we talked some potential.
  • An intern came over and we worked on a customer upload from a digital file. Light database work and combing an Excel file.
  • Working on database design and layout at the upper cluster (box or domain) level. Making some decisions about cluster corporations and cluster payee/users. Those two are kind of the crux tables.
 
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AU 2847 Daily Ideas 9/15/2014   -A couple great ideas from an adilas rep/consultant. On the mini invoice, just show the item, not the description. This would be a setting, in case a company wanted things a little bit smaller. The other request or idea was dealing with setting the default invoice to the summary invoice or the mini invoice with only items listed.
-Invoices seem to have and need the most settings per world or per corporation.
-If you are trying to change something (a habit, a job, a common practice), make sure you have something to fill in the gap. Otherwise you may end up right back in the mix because you didn't have something or someone to help fill the gap. Kind of like a vacuum . I'm looking to pull back out of the lead developer role, however, if I don't have someone to take my place, I'll be right back in there. (Note & concept from marketing consultant)
 
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AU 3704 Brainstorming - Clusters & Solar Systems 9/15/2014   Sketches - See scan in photo gallery
Cluster (box or domain) – code
New Solar Systems
• Corporations
• Payee table
Cluster Controller Database – it has a master list of all corps on the box & all the employee/user/payees on the box
Older bus or shared environment legacy code. This used to be the whole database that we had.

Round 1 – 200 Create Table
Round 2 – Random
Round 3 – Select, Insert – date, times, date/times, & decimals

Tables that are needed on both levels... Clusters & Solar Systems
Solar System Level 4
- App type
- Corporations
- History flags
- Payee
Cluster Level 3
- Cluster app types – same as solar system
- Cluster corporations – mini version
- Cluster history flags – same as solar system
- Cluster payee – mini version
 
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Adi 871 Requirements for adilas developers 9/16/2014   These are some general requirements for new adilas developers. The pages are kind of a rough draft but have items listed for programs, HTML skills, ColdFusion skills, database skills, and general adilas skills.

We will build from here. See the scans and pdf for more details.
 
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AU 2776 Brainstorming on requirements for new adilas developers 9/16/2014   These are some general requirements for new adilas developers. The pages are kind of a rough draft but have items listed for programs, HTML skills, ColdFusion skills, database skills, and general adilas skills.

We will build from here. See the scans and pdf for more details.
 
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AU 2829 Daily Tasks 9/16/2014  
  • Emails and posting new default invoice views as corp-wide settings. There are six different views to choose from as the default when a shopping cart is converted to an invoice. The new ones are: 3” format – no line descriptions, 3” format – summary, and 8 ½ x 11 summary.
  • Prepping files for an intern for more icon menus. Working on parts and general inventory pages.
  • Creating icons for parts and general inventory pages and new buttons and icon menus.
  • Emails and tech support stuff.
  • New logos for clients.
  • Research and tracing the existing login procedure. Tying to get insight as to how the new cluster and solar system login procedure will happen and take place. We need to make some changes due to the new and upcoming database structure.
 
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AU 3712 Planning - Pages for Building New Corps/Worlds 9/16/2014   From a Post-it Note: (9/16/14)
- Universe
- Galaxy
- Cluster
- Solar System
- World
- Payees
- Usernames could be unique
- Solar System payee status

Planning out pages for building new corps, worlds, solar systems, and clusters:
Tracking the current login process:
Top secret index cfm:
Corp key id (passed or entered) – alias or traditional XYZ-0014:
- If on the master cluster check the master corporation list
- Else check the corporations table
Top secret login action cfm:
- Currently only username and password are pass in
o Payee and time zone check
- Check the number of corps
o Single payee id number check
o Corp & permission check
o Looking for one or more matching corporations
- If single corp assignment
o Do another payee to corp to permission check
o Grab quick search options
o Grab corp and tax category settings
- If single corp assignment
o Grab all personal settings including default homepage
o Set session vars
- If multi corp assignment
o Set generic session vars & send to the corp chooser page
- Record the login history for the user

Extra Page:
- Top secret look up corp key cfm
o Username look up
o Payee check
o Corp & permission check
o Currently assumes a single payee id but possible multi match on corps and permissions
 
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AU 2830 Daily Tasks 9/17/2014  
  • At the table planning out new login procedures, new database tables, flow, and requirements. Good session. Got a few new pages of notes. We are going to use cluster payee id's, home planets for users.
  • Emails and tech support stuff. Light brainstorming on using the parts reference field to help with sub grouping and classifications. See further notes for details.
  • On the phone with Steve going over new and upcoming projects. We also talked about using project managers to help with bigger projects. The other main subject was developers and how to help them develop from API's or internal, using templates and skins. We are getting more and more people who want to ride on our platform and charge for custom code that fits on top of or inside the normal adilas system.
  • Helping an intern with his icon menus and some light code stuff. Sitting at the table doing some planning. Spent quite a bit of time documenting the inter-workings of the system. I know that all of that documentation could be used against us (showing the whole map) but we gain tons from it. I think it is exciting to see all of the pieces come together. Yee haw! Here we go!
  • Writing code for new cluster tables. Trying to prep things for clusters and multiple solar systems (new database levels).
  • An intern came over and we worked on his customer migration project. Lots of training on the fly and trying to help him understand what is going on. He is doing a good job.
  • Documenting adilas database tables and field names. Working in Microsoft word going table by table.
 
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AU 2848 Daily Ideas 9/17/2014   -We had a request to add a show per page count for simple search buttons for parts and general inventory items. This is just my take on it, but if you are getting too many results back (pages and pages) you might want to sub categorize your items or make the search results a little tighter. Say for example: Instead of getting all produce items, maybe sub divide it into fruits, veggies, organics, or even colors or starting letters. Something to get the results to a smaller level. One of the keys may be to use the reference field and put a special code in that field. For example: veggie:orange (classification:color) or veggie:c, veggie:d (classification:letter code), then tie your buttons to those phrases. That allows for searching a subgroup based on the reference number. I've seen this with bowling pro shops. They might use the reference field as: shoes: women, shoes:men, shoes:youth, balls:10lbs, balls:14lbs, etc. The reference field could be very handy!
-We've been documenting things like crazy... That is awesome! There is a possible down side to that and that is it could be used against us. We know and understand that it is a two-edged sword. We acknowledge that and base all our actions on the benefits of getting things documented. We are choosing to document! It is a physical choice we are making.
 
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AU 3713 Brainstorming - Database Copy & Solar System Notes 9/17/2014   - Do we want to go to int(11) or stay at int(10)?
- All normal dates need to be indexed
- When adding a new corporation (world) we need to decide if the new world is part of an existing solar system or a standalone new solar system. We have to make a decision…
- Once we have the corporation (world) setup in either a new or existing solar system, we can then copy from old world to new world or just let them (the corporation) start from scratch

Database Copy & Solar System Stuff:
- I am seeing a need for a cluster controller database and a blank master solar system database that will help populate and feed all other solar systems. Basically, we need a controller and a template to copy.
- Once the new copy is made, the system will leave the blank template alone. The blank solar system template will only be used when creating a new solar system. No one will actually interact with that database except for admin during scripted updates.
- Once we have a good cluster controller database and a blank solar system template database, we need to put copies on all servers. Those will end up becoming templates for all other pieces.
o Data 0
o Data 1
o Data 2
o Archive & storage
- The goal is to be able to create a new standalone solar system before we worry about copying from the bus (existing shared environment) to the new motorcycle or vehicle.
- The copy process is very important but I want to stop selling tickets on the bus so that I can drain the pond. We have to stop the inflow in order to get things cleaned up. I learned that from an old farmer! : )
- Part of the project is documentation. Take the time to get it done and do things right. This includes the Microsoft Word document with table names & descriptions.
- On the solar system copy and migrate part. Break things down by letter of each table A-Z. If a letter doesn’t have any tables, still show it, just disable that option. That way, we could always enable it later on if needed.

Changes to Make:
- Payee table – solar system level
o Add a new column
o Cluster payee id
o Int(10) for the old bus – new, old, documented
- Payee login history table – solar system level
o Corp id
o Cluster payee id
o Int(10) for the old bus – new, old, documented

Small Check List:
- Check application scope vars
- Login 1 corp
- Login multi corp
- Exceed logins
- Logout
- Look-up username & corps
- Switch crop
- Record login history
- Any payee to any corp
- Adding a new user
- Editing a user
- Admin user edit and reset – cascade down to sub databases
- View login history – make corp specific allow for unknowns
- Add new corp (standalone)
- Add new corp (already existing – solar system)

Other notes:
- If a user switches corporations (worlds) we need to catch those actions. This will be recorded on the payee login history table. In order to do this, the choose corporation page will have to play a bigger role in the system. It will have to log someone out virtually and re log them in to the new corporation. This will create a foot print of who went where and for how long. If the user logs out, they also get that recorded. Basically, this table will end up being the world the world switching table and history. Any corp that gets visited will be logged – this includes ever brief window shopping.
- The store/locations will need to be moved to the session scope. Currently they are recorded in the application scope. The other options is stay with the application scope and put a cluster level list of locations together. Either way.

New Cluster Level Tables:
Cluster Payee Table:
- Cluster payee id
- Payee id
- Payee type id
- Payee first name
- Payee last name
- Payee status
- Payee username
- Payee password
- Home planet corp id
o Create
o Select
o Insert
o Update
o Documented
- As a special note… reserve the first 100 cluster payee id’s
- We may need some customer code to populate Brandon’s & Steve’s id numbers – mini admin function

Cluster payee to corp to permissions table:
- Payee corp permission id
- Corp id
- Payee id
- Cluster payee id
- Payee permission id
- Payee corp permission status
o Create
o Select
o Insert
o Update
o Documented
- On any payee to any corp… update both the cluster level and the solar system and world levels

Users:
- They must exist in a home planet (corp)
- At that point, they will be assigned a cluster payee id
- That new cluster id will then be recorded at the solar system level to help with a backward look-up
- Usernames & passwords will only be able to be changed from the home planet
- Payee admin will use the cluster payee table as it’s source
- If a home planet is changed - It needs to be recorded on the cluster level
- If a payee gets bridged between planes, he or she keeps the home planet id. They virtually become a guest or visitor at that point.

Cluster store location table:
- Cluster store id
- Store id
- Corp id
- Store initials
- Store name
- Store status
- Store percentage
o Create
o Select
o Insert
o Update
o Documented
- This new cluster store location table will help us keep track of all locations per box or domain
- We will use application variables to hold and store all locations for quick look-up

Things to do…
- Put a new mini method on the top of each CFC page. This will help do a look-up on the corp id and the solar system datasource. Name each method according to the page name. For example:
o Cart cfc
o “Cluster look up cart”
o Amin 1 cfc
o “Cluster look up admin 1”
- Check every datasource = “___” to make sure it is pointing to the correct solar system, cluster, or correct database
- Every method (function within a cfc) needs a call to the look-up function to help dynamically flip the datasource name
- We need to check every instance of “applicaton.” ____ or “#application.”
- Make sure and record all changes in modified logs and files to upload lists

Application Scope Values & Variables:
- Main DSN = “ “ fill in the blank
- Test & live indicators – from the general table
- Cfc paths – “top secret cfc – xyz”
- Script path – “top secret secure”
- http address – “http://www.adilas.biz”
- https address – “https://www.adilas.biz”
- Main root folder – “/”
- Root folder – top secret
- Pdf path – www.adilas.biz top secret pdf
- Back up webservice address – (old) – adilaswebservices.biz inventory web components adilas
- Use webservice root path – (old) – adilaswebserices.biz inventory
- Use content server address – www.adilascontent.biz
- Content root folder – top secret
- Allow corporation creation – “yes” or “no”
- Master SSL web address – “https://data0.adilas.biz/”
- Master normal web address – “http://www.adilas.biz”
- App mode = “test” or “live”
- Qry system defaults = CSS colors & stuff from corp 1
- Qry adilas defaults = CSS colors & stuff from adilas corp
- Qry store locations = corp id, store initials, store name, store id, store status, store percentage
- Qry time card reasons = qry condition types, qry money types
- This one might need some help with new solar systems
 
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AU 2831 Daily Tasks 9/18/2014  
  • Emails and answering tech support questions.
  • Created a new table to help with database connections and got it ready to use on the cluster (level 3) database. Ran the code to create the first cluster database.
  • Working on the code populate the cluster level database.
  • Signing off on icon menus for parts and general inventory pages with an intern. Lots of testing. He is getting better and better at coding. Had a couple of tech support calls during the sign-off session.
  • On the phone with a client. Tech support on receipt printing, label printing, and corp-wide settings.
  • On the phone with another client going over options for a custom label printing project. He is doing batching, boxing, and needs multiple different label sizes.
  • Working with an intern on a customer data upload. We tested things on his local machine and did some light debugging. Tomorrow it will be ready to go live.
  • Emails, tech support, and did a small quote for an invoice view with RFID tags (batch #'s).
  • Adding dummy records to the cluster database. A dummy record is the first record in the table. Basically, a place holder of sorts.
 
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AU 2849 Daily Ideas 9/18/2014   -We had another request to allow the smart group buttons (tiered pricing) to be generic within their group. Say someone wanted to sell 1 for $6 or 3 for $15. The users want to be able to mix and blend between all assigned items within the group. Currently to get the 3 for $15 deal, you have to get 3 of that item. What they want is 3 for $15 with lots of choices to make up the 3. Basically, the price is fixed and the quantity fixed within the group. Anyway, we've had a couple of requests for this type of tiered pricing structure to be implemented.
-We also got a request to expand the number of search results on the parts homepage. It was at 50, they want 100 at a time.
-We had a request to date range in memory for the admin time clock report. Apparently, the user was doing some repetitive task over and over and had to keep resetting the date range.
-On label and receipt printers, add some more details to the help files about paper types, paper sizes, and browser page margins. One of the main secrets is the browser page setup and margins.
-The other request we had today was barcodes and graphics on custom PDF stickers and labels. People want to get at the data in the system and put it on different sized stickers and labels. It would be cool if they could map to any data, set sizes and positions, etc. It would also be cool if they could see all of their sticker and label layouts, templates, and designs from one spot. Let them save as many different options as they want. The other really important piece is the database point and click interface. Maybe use JSON objects to store settings and mappings. That way it could be more dynamic.
 
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AU 3714 Tech - Cluster Level Tables 9/18/2014   List of Cluster Level Tables:
Table Name:
1. App status history
2. Cluster app types
3. Cluster corporations
4. Cluster history flags
5. Cluster payee
6. Cluster payee to corp to permission
7. Cluster store location
8. Custom docs to corps
9. Custom documents
10. Fed state allowances
11. Federal tax tables
12. General table
13. Help files
14. Master corporation list
15. Master stock list
16. Photo upload history
17. Solar system names
18. State tax tables
19. Testing
20. Web page comments
21. Web page history
22. Web page modified log
23. Web page parameters
24. Web page results
25. Web page samples
26. Web page sub results
27. Web pages
28. Zip codes

Column Headings:
- Table Name
- Create
- Select insert
- Dummy
- Populate
- Update
- Documented

Cluster level tables:
Cluster corporations table:
- Cluster corp id
- Corp id
- Corp initials
- Corp name
- Corp status
- Solar system name id
- Corp key alias
o Create
o Select
o Insert
o Update
o Document
Solar system names table:
- Solar system name id
- Solar system name
- Solar system notes
- Solar system start date
- Solar system end date
- Solar system available
- Solar system status
o Create
o Select
o Insert
o Update
o Document

Notes:
- When migrating data… it might be nice to see how many original ones there are, where we are at, and how many pieces have actually been migrated.
- Use buttons when possible. Disable once clicked, show results to help the user know the status.

Build on what you have!
- As a note, the field solar system name will hold the database connection string per corp.
- More than one corporation may share a solar system.
 
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Adi 872 Custom Code - Washington State API 9/19/2014   See images - Scan of application with the LCB
 
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AU 2832 Daily Tasks 9/19/2014  
  • Working on the special load options for the cluster level (level 3) database structure. Going table by table and adding custom code and instructions.
  • Being a project manager and lead developer for both the interns. I helped one intern put his clients (20,000+) online for a digital migration. We finished up and billed the client. I also helped an intern start working on a custom invoice project. We were carving up existing files and making some custom changes. We also started doing some grouping by item price and description. Fun little project. Got an intern started into his own adilas account to track time and custom projects.
  • Working on the steps to create the cluster level tables and populate them with data. Creating steps to help with the process. Testing along the way. A new developer came over. We got his laptop up to speed and installed ColdFusion and MySQL database stuff. My wife was also helping me with some copying and pasting code prep.
  • Working on a special counter function to help show record counts for various tables and record sets. This will be used to show progress while copying and transferring data.
 
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AU 2850 Daily Ideas 9/19/2014   -Build on what you have and work as if for years! Great stuff!
-Version control seems to happen on the database level. Code is code and will change as needed. However, if the database structure changes that seems to be a key element in the process. Code changes still matter but it may be easier to keep track of structural or database changes.
-When we do Sub Inventory & Cost Controls (packaging), we may need a special label builder that can handle dynamics, packages, batches, packages of packages, etc. It might need to be fairly beefy to help support what we are doing. Barcodes, images, graphics, QR codes, dynamic fields, data mapping, fill in the blank, saved settings, pick and choose options, dynamic sizes, etc. A full on mini application.
 
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Adi 873 Start of the adilas version control system 9/20/2014   As part of the world building project and database copy we are adding some light version controls. This is a list of the prior versions of adilas before the database copy and split.

Version 0 - Prior to 2001

Paper tickets, handwritten invoices, numerous spreadsheets, paper timecards per employee, Peachtree Accounting Software, mailing a zip disk from location to location to update inventory. This is where we started from.

Version 1 - 2001 to 2002

Web based inventory tracking, stock/units or serialized inventory, multiple locations, employee/users, role based permissions, digital time clocks and timecards. Custom write up system for Morning Star Automotive out of Salida, Colorado.

Version 2 - 2002 to 2003

Full parts and general inventory department, basic inventory point of sale, vendors, purchase orders (PO's), parts, items, services, quotes, tax settings, invoices, and customers.

Version 3 - 2004 to 2006

Payroll reports & withholdings, commission reports, stock/unit floorplan app, photo management for stock/units, web presence to show stock/units to the public.

Version 4 - 2006 to 2007

Full system rewrite, base of permissions & settings. Changed from MS Access database to MySQL Server database. Added banks, expenses, check write system, deposits, & opened up invoices to handle both stock/units and general inventory items and services.

Version 5 - 2007 to 2009

Lots of new accounting features. Accounts payable, accounts receivable, P&L (profit & loss) or income statement, first rounds of the balance sheet. Adilas, LLC officially started in June of 2008. Adilas - all data is live and searchable.

Version 6 - 2009

Merchant processing - credit cards, recipe/builds, introduced corp-wide settings (custom naming conventions), web presence for parts & general inventories, CRM functionality for customers, flex grid tie-ins, custom paperwork, and reoccurring invoices.

Version 7 - 2010 - Part 1

Major work on corp-wide settings, security settings tightened, & lots of new POS (point of sale) features. New features: barcode printing, mini receipt printing, my cart favorite buttons, units of measure, sales & profit reports, & advanced add to cart.

Version 7 - 2010 - Part 2

Major rework on inventory ordering processes and system. Allowed for generic mix vendor PO's vs. strict vendor specific PO's. Added a feature codenamed the "adilas dewy decimal" - up to 5 levels of decimal accuracy for costs, quantities, and prices.

Version 8 - 2011 to 2012 - Part 1

Added elements of time, calendar, and scheduling. More work on my cart favorite buttons. Added smart groups & tiered pricing structure. Enhanced barcode search capacity. Added duplicate PO, choose interface options, and new custom homepages.

Version 8 - 2011 to 2012 - Part

Major effort to define how the system interacts and plays together. Lots of work on concepts (underlying core of the system). Added the interactive map layout and touch screen button interfaces. Also added the customer queue (virtual waiting room).

Version 9 - 2013 to 2014 - Part 1

New custom code & custom interfaces, industry specific tweaks & changes. Built-in ecommerce & full web presence. Tons of new settings and permissions. Tons of training, both online and live classes. Introduced world building concepts.

Version 9 - 2013 to 2014 - Part 2

Hired college interns to help with custom code projects. Over 100+ hours of training captured and edited. New videos put on YouTube. Started adding buttons and icons to pages. Added additional photo galleries for all 12 main system player groups.

Version 9 - 2013 to 2014 - Part 3

Defined world building levels & definitions. Migrated to multiple dedicated servers. Added full media/content uploads for all 12 main player groups (file management stuff). API socket connections, custom code, and integration with 3rd party vendors.
 
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AU 2777 Start of the adilas version control system 9/20/2014   As part of the world building project and database copy we are adding some light version controls. This is a list of the prior versions of adilas before the database copy and split.

Version 0 - Prior to 2001

Paper tickets, handwritten invoices, numerous spreadsheets, paper timecards per employee, Peachtree Accounting Software, mailing a zip disk from location to location to update inventory. This is where we started from.

Version 1 - 2001 to 2002

Web based inventory tracking, stock/units or serialized inventory, multiple locations, employee/users, role based permissions, digital time clocks and timecards. Custom write up system for Morning Star Automotive out of Salida, Colorado.

Version 2 - 2002 to 2003

Full parts and general inventory department, basic inventory point of sale, vendors, purchase orders (PO's), parts, items, services, quotes, tax settings, invoices, and customers.

Version 3 - 2004 to 2006

Payroll reports & withholdings, commission reports, stock/unit floorplan app, photo management for stock/units, web presence to show stock/units to the public.

Version 4 - 2006 to 2007

Full system rewrite, base of permissions & settings. Changed from MS Access database to MySQL Server database. Added banks, expenses, check write system, deposits, & opened up invoices to handle both stock/units and general inventory items and services.

Version 5 - 2007 to 2009

Lots of new accounting features. Accounts payable, accounts receivable, P&L (profit & loss) or income statement, first rounds of the balance sheet. Adilas, LLC officially started in June of 2008. Adilas - all data is live and searchable.

Version 6 - 2009

Merchant processing - credit cards, recipe/builds, introduced corp-wide settings (custom naming conventions), web presence for parts & general inventories, CRM functionality for customers, flex grid tie-ins, custom paperwork, and reoccurring invoices.

Version 7 - 2010 - Part 1

Major work on corp-wide settings, security settings tightened, & lots of new POS (point of sale) features. New features: barcode printing, mini receipt printing, my cart favorite buttons, units of measure, sales & profit reports, & advanced add to cart.

Version 7 - 2010 - Part 2

Major rework on inventory ordering processes and system. Allowed for generic mix vendor PO's vs. strict vendor specific PO's. Added a feature codenamed the "adilas dewy decimal" - up to 5 levels of decimal accuracy for costs, quantities, and prices.

Version 8 - 2011 to 2012 - Part 1

Added elements of time, calendar, and scheduling. More work on my cart favorite buttons. Added smart groups & tiered pricing structure. Enhanced barcode search capacity. Added duplicate PO, choose interface options, and new custom homepages.

Version 8 - 2011 to 2012 - Part

Major effort to define how the system interacts and plays together. Lots of work on concepts (underlying core of the system). Added the interactive map layout and touch screen button interfaces. Also added the customer queue (virtual waiting room).

Version 9 - 2013 to 2014 - Part 1

New custom code & custom interfaces, industry specific tweaks & changes. Built-in ecommerce & full web presence. Tons of new settings and permissions. Tons of training, both online and live classes. Introduced world building concepts.

Version 9 - 2013 to 2014 - Part 2

Hired college interns to help with custom code projects. Over 100+ hours of training captured and edited. New videos put on YouTube. Started adding buttons and icons to pages. Added additional photo galleries for all 12 main system player groups.

Version 9 - 2013 to 2014 - Part 3

Defined world building levels & definitions. Migrated to multiple dedicated servers. Added full media/content uploads for all 12 main player groups (file management stuff). API socket connections, custom code, and integration with 3rd party vendors.
 
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AU 2833 Daily Tasks 9/20/2014  
  • Planning and prepping files and projects for the new developer. Started to implement a light version or version-ing system. Added light documentation for versions 1-9. See element of time # 873 in adilas and #2777 in the adilas university site.
  • Burning copies of files for the new developer. Talking with him to let him know where we are headed and what his current project will be.
  • Helping the new developer get set up with a new and updated copy of adilas files. We ran updates, installed databases, and got him lined out on his new project. He will be working on building the new solar systems.
  • Working on pagination (next n) stuff for migrating data between servers. Helping the new developer out with code questions and light ColdFusion training.
  • Working on new code to transfer zip codes. This was the first, bigger table that needed a multi-step process to make the migration go smoothly. Working with pagination to keep the user in a loop or process until they were done with the migration task at hand. This was a lot of prep work for other tables like invoice, parts, customers, expense/receipts, etc. Fairly simple process to migrate thousands of records at a time.
  • Working on the create new solar system page. Breaking up the process into bite sized chunks of data. Working on the tables with letters A to B.
  • Finished up the create tables and dummy record inserts for the solar system tables letters A to B.
  • Starting on solar system tables for letter C.
 
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AU 3715 Tech - Database Project & Solar System Tables 9/20/2014   Planning stuff with a developer to help with the big database project:
- Nondisclosure
- Files & database
- Documentation – pdf file
- Prep – his project will be creating the new solar systems
- Burn special copy – give it to developer
- Help him get setup with a working copy with all up dates
- Pattern after the create new cluster section
- Creates & dummy inserts – prepped text files
- Build on what you have
- Work as if for years
- Maybe add a version to the general table
- Put the updates together and add the version #
- It is okay to look-up versions on hand written paper for now
- 5 step creation process for new solar systems. This is just for the database creation and dummy inserts:

Maybe More:
- A – B
- C
- D – H
- I – N
- P
- Q – S
- T
- U – Z

Maybe More:
1. Universe
2. Galaxy (linked servers)
3. Cluster (box or domain)
4. Solar system (database)
5. World
6.
7.
8.
9.
10.

List of Solar System Level Tables – A-B:
Column Headings:
- Table name
- Create
- Select
- Insert
- Dummy
- Populate
- Update
- Disconnected

Table Name:
1. Additional customer types
2. Additional customers
3. Adjustment POS
4. Allinv
5. Allinv ages
6. Allinv asset types
7. Allinv final numbers
8. Allinv floorplan
9. Allinv history
10. Allinv internet status
11. Allinv payments
12. Allinv status
13. Allinv sub types
14. Allinv subs
15. App types
16. Balance sheet history
17. Balance sheet items
18. Balance sheet photos
19. Balance sheet subs
20. Bank check specs
21. Banks

Key Indexes for the Main allinv Table:
- Stock id
- Status
- Title account id
- Model id
- Store id
- Purchase by type id
- Sales invoice number
- Corp id
- Allinv asset type id
- Purchase by id
- Salesperson id
- Stock
- Other salesperson id
- Payroll status id
- Internet status
- Stock paid
- Floorplan id
- Floorplan paid
- Web price setting id
- Date in
- Date sold
- Date floored
- Pay period from
- Pay period to
- Pay date
- Date paid commission
- Stock paid date
- Floorplan paid date
- First stock
- Month sold
- Year sold
- Show on web
- External alternate id
- Customer id

List of Solar System Level Tables C:
Columns:
- Table name
- Create
- Select
- Insert
- Dummy
- Populate
- Update
- Document

Table Name:
1. Chart favorite categories
2. Chart of account type
3. Chart of accounts
4. Check request types
5. Check types
6. CMS media file types
7. CMS media history
8. CMS media history
9. CMS media references
10. Colors
11. Common features
12. Condition types
13. Contact types
14. Corp to inventory types
15. Corporations
16. Country
17. Customer contacts
18. Customer credit types
19. Customer history
20. Customer log
21. Customer photos
22. Customer queue
23. Customer queue types
24. Customer types
25. Customers

Key Indexes for the Main Customer Table:
- Customer id
- Corp id
- Customer type id
- Credit type id
- Tax category id
- Customer status
- Salesperson id 1
- Customer start date
- Customer end date
- Period start date
- Period end date
- Customer birth date
- Use end date
- Use period start
- User period end
- Use customer birth date
- Salesperson id 2
- External alternate id
- Customer birth numeric
- Opt out text
- Opt out email
- Last date modified
 
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AU 2834 Daily Tasks 9/22/2014  
  • Logged in to all of the remote servers and made a physical database copy on each box. On the data 2 server, I created a storage database and copied some selected records over to the storage database. This is a temporary step for the full database copy and world building pieces that are coming.
  • Recording notes about the media/content server and needs for the future.
  • Logged into the content server to do some prep work. Checked usage and uploads. Found that quite a few companies have hundreds and hundreds of files that have been uploaded. The main type was pdf, pgn, gif, speg, and power point. Interesting. I also saw that one company has already exceeded their free space allocation. We will be making our first over allotment invoice for additional storage. We knew this would be coming at some time, we just didn't know when. That's exciting. We have 5 other companies that will be going over their free allotment within the next month. Yee haw! That's a new revenue stream for adilas.
  • Working on adding a temporary storage site to adilas. This was basically created to help temporarily solve the full database copy for a client. We added a new folder or directory, copied the database, added a new datasource, changed code, posted about 1,000 pages of duplicate code online and did some testing. In a nutshell, we virtually copied the bus (normal shared environment) and let it run down the road.
  • Helping an intern with his new laptop and getting things installed and setup.

  • On the phone with Steve. We talked about a number of different topics. We talked a lot about copying the database, world building concepts, priorities, new projects, hot spots, custom labels, sub inventory and cost controls (packaging), promises made, known holes, and what developers are on what projects. We also talked about who can take on more work, developer wise. That is starting to be a small bottle neck. Here is a list of our current priorities:
    1. In-line discounts & tax stuff
    2. Sub inventory & cost controls (packaging)
    -Custom label app – fits perfectly in with packaging
    3. Adilas world – list of adilas professionals – who can help and what can they do?
    4. Adilas University – all help files, user guides, videos, developer's notebook, API documentation, etc.
    5. World building and being able to duplicate databases. This deals with copies, migration, independent mini versions, etc.

  • Talking with an intern about direction. More work on his computer. Did some light planning.
  • Recording notes and ideas. Checking off the to do list and doing more planning. Crazy times!
  • Random to do list stuff and paying a payment on a credit card bill.
  • Phone calls on and about API socket projects. One dealing with inventories and another one dealing with virtual banking and monies (kind of like prepaid debit cards).
  • Brainstorming on a dynamic label maker or dynamic label app. Basically a build your own label interface.
  • Another intern came over to work on stuff. We called a few clients, helped with a tech support call, and then discussed future projects and direction.
 
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AU 2851 Daily Ideas 9/22/2014   -We need to tweak the adilas content server a bit. I would like to use it as a temporary storage server. That could be a spot where we could put older data that is not being used in a production or live environment. Eventually we will need an actual storage server, but the content server may work just fine for now.
-Along with the changes listed above, I would also like to move the media/content files out of the top secret folder and into a content folder. That way, down the road, we could even configure a single server to be both a data server and a content server. The main top secret folder is used with session stuff and requires a valid login. If we created a content folder, it could be used for file uploads and file views.
-The content server will need a database installed on the box. The plan is to use that as an alternate or low volume storage facility. This will be our storage facility for now. Set it up with all the new world building pieces. Plan for where we are headed. Think future.

Ideas for a build your own label app:
-Had a phone call from a client. It was dealing with a custom label request. By the time we were done talking her problem was actually at the time or sub inventory level. Interestingly enough, what she actually needs is a packaging application that includes a customized label. What I got out of it was we need a custom label maker that can be dynamically made, saved, designed, printed, sized, mapped to, and even help in controlling sub inventory and cost controls (packaging).
-Use flash because you can control printing, sized, dynamic text, barcodes, etc. We could combine the precision of the bank check-write application (moving fields around using drag and drop or using arrow keys for exact positioning). We could click pieces or icons to add place holders. We could capture -x, -y, and -z (how long or left to right, top to bottom, front to back) coordinates. We could capture widths (length), heights (how short/tall), etc. We could allow naming of templates, naming of fields or placeholders, hardcoded values, text, and offer dynamic mapping options. We could allow graphics, lines, colors, etc. Each piece could be named, turned on/off, configured, and set up.

-Notes from a sketch – please see scan in photo gallery: new template, save template, print test; setup the layout, the sizes, the fonts, etc.; click to add an option or feature: text, barcode, graphic or image, lines, draw (free form), where does the data come from – mapping and naming, positioning and sizes left to right, top to bottom, stacking and layers -x, -y, -z widths, heights; different tools such as a selection tool, a move tool, a trash can, a scale tool, a zoom tool, etc.
-Be able to copy existing label templates. Be able to share them, use a direct API to add and edit them as needed.
-Be able to tie a label to any of the 12 main system player groups. Once applied, allow for mapping options specific to those groups.
-On the custom label making app... we need to allow users the option of doing a mini custom label to the existing barcode generator page or a full-on custom label using the builder. We could still use the mini label maker and barcode generator app with custom mappings and assignments.

-On the custom labels... Allow flow through data to be set. Say a location, sub location, license number, or even a previous batch to flow through the process. This is part of the line of custody stuff... Bought it from here, sold it to here, sent it to here, back again, and then repackaged it and sold it here... This is just an example but it might be nice to be able to back track and find things.
-RFID tags and other tracking numbers might be very important for tags and labels. Open up the external_alternate_id field on all 12 main system player groups.
-On sub inventory and cost controls (packaging), be able to control how tight to monitor the packages. For example, able to sell to zero or unlimited.
-The unlimited option may be useful for conversions. That is a small subject all by itself.
-As a push for the custom label – I've got 6-10 custom label jobs sitting in my inbox right now. Instead of doing each one individually, I think we need to push this project forward and empower the users.
-The big question... Flash or PDF – ActionScript 1.0 or ActionScript 3.0 – work as if for years! We need to go to Flash ActionScript 3.0.
 
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AU 3716 Tech - Temporary Changes for a Storage Site 9/22/2014   Temporary changes to help setup a storage site. Part of the main full deep copy for a client:
Changes to make:
- Change the datasource name
- Check top secret path stuff
- Check cfc paths
- Check flash widgets
- Check image uploads
- Check media/content uploads
- We would need to change the main web services… still pointing to the main
- Change session name DSN
- Include new media/content upload paths “control” folder
- Note for me… Maybe setup an application cfc to hold the cluster database look-up stuff.
 
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AU 2835 Daily Tasks 9/23/2014  
  • Working with an intern on his projects. Worked on a few things to help his development environment be better on his laptop. We spent about 1.5 hours brainstorming on sub inventory and cost controls (packaging). We did some database flow charts and pen and paper mock-ups. We also worked on his custom invoice project for a client. This is an invoice that takes multiple invoice line items and groups the results based on price and item description. Great little project.
  • Our associate came over to talk about a project management project for a company. We talked, watched PowerPoint slides, and took about six pages of notes. We detailed things out and came up with a budget.
  • Emails and small to do list stuff.
 
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AU 3717 Brainstorming - Sub Inventory & Cost Controls 9/23/2014   Working with an intern on the sub inventory & cost controls:
(See sketches & planning on scans in photo gallery)
 
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AU 2836 Daily Tasks 9/24/2014  
  • Working with an intern on his custom invoice projects. Called clients and did some invoicing for new features.
  • Emails and phone tech support.
  • Helping another intern get started on his new project. I started working on a half page layout for a magazine and tradeshow flyer.
  • Finished up the trade show and magazine layout (½ page ad). Sent the mock-ups to both Steve and David.
  • Emails and phone calls.
  • Working with an intern on the web/API documentation project.
  • New logo and colors for clients. Posted files online for clients.
  • Emails and answering tax setting questions.
 
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Adi 875 Custom Code - Loyalty Points 9/25/2014  
 
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Adi 876 Custom Code - Loyalty Points 9/25/2014   Hey Steve,




It's for Blüm. Alicia wants loyalty points for that store and also when she gets on board with the green door. They'd like $20 in rewards for the patient after every $420 they spend.




May I pass the Info about Ron to Alicia?




Thanks Steve!

Sent from my iPhone
 
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Adi 877 Custom Code 9/25/2014   Finish up the points program for Becca, maybe David could go down and help her?
Wants the points to display in the cart ...
 
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AU 2837 Daily Tasks 9/25/2014  
  • Getting a new developer lined out on his newest project. He will be working in the background on the adilas world building concepts and database scripting project. Gave him new files and some papers (loose) that he was using for plans.
  • Working with both a developer and intern on their projects. The intern and I started working on adding RFID tag numbers to printable invoices. We also did some prep for adding line item photos to the invoices. Good session. As a note, with both the interns, I've been starting to do mini scratch files on the concepts and then taking them in to the deeper adilas production arena. That really seems to help things stick better.
  • Reviewing a proposal that was made by an associate for an adilas API socket integration with a 3rd party vendor called Virchex. Called and chatted with him on the phone.
  • Posting the printable invoice file online with links and options to view the RFID tags. Called and talked with a client.
  • Working with an intern on his mini API documentation project. Also spent some time recording notes in my notebook from loose pages. It feels good to get caught up.
  • Finishing up recording notes from loose pages into my notebook.
  • Reworking a flyer and magazine ad for an upcoming trade show. On a funny note, I got an email back from Steve saying he liked my first draft, but it looked “old” - meaning style. Kind of funny. The new draft has more graphic elements, drop shadowing, rounded corners, and light transparencies. Good stuff.
 
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AU 2852 Daily Ideas 9/25/2014   -Small bug, reported by a client on 9/24/14. They had a payee (user or salesperson) that they made inactive. That same person was assigned as the main or other salesperson for multiple customers. The system was throwing an error when trying to save a quote or do an invoice (cart) checkout. This only happened to quotes and invoices for customers that were assigned to the inactive salesperson.
 
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AU 2853 Daily Ideas 9/27/2014   BEAR 100 MILE RUN
-It is raining outside and I'm sitting here waiting on some aid station workers to bring me drop bags from their aid station. This weekend, I helped my dad as we went aid station to aid station while helping out with the Bear 100 mile race. My dad was the aid station coordinator and took supplies to each of the different stations. It was amazing to see how many people it takes to make something like this happen and work. Under normal conditions, it takes 5-10 people per station. Under crazy weather conditions, it could take even more. My hat goes off to all those who help and make the event go. Some of the volunteers give between 2 hours to 48 hours. Some of the directors and captains give days and days leading up to, during, and then cleaning up from the events. It is amazing.
-Because the Bear 100 is a mountain foot race, it has a number of semi complicated pieces. The aid stations each use and have Ham radio operators who help with communications. These guys help to check people (runners) in and out of the aid stations. They talk between the different aid stations and camps. They play a very valuable role in the overall success of the event.
-I would love to use elements of time, inside of adilas, to help track the runners and data pieces that are needed. It would be really cool to handle the event, the registration, the data tracking, the event results, the check in/outs, the DNF's (did not finish), the DNS's (did not start), and also the virtual progress (in real time) of the runners. I think it could be a fun project.
-We could use barcodes, events, checkpoints, mobile devices, radio data channels, eCommerce, elements of time, invoicing, CRM, etc. We've got lots of pieces, it would just be taking the time to put the package together.
 
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Adi 879 Custom Code - General Notes 9/29/2014   Projects as of 9/29/14
1. API for Washington
2. API for RFID - Ryan Fox
3. Loyalty Program for CCC - Josh
4. Special Metrc page for Kindman
5. Carmen Foley - Cart reporting values.
6. Special Report - Zip Code/Customer Types
7. Adilas World
8. Print all labels - Andrew Boyens and his brother Jeremey
 
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AU 2838 Daily Tasks 9/29/2014  
  • An intern came over and we worked on cascading RFID tag settings to invoices and different invoice views, such as PDF and printer friendly versions. We also worked on adding invoice line item photos to printable invoices.
  • On the phone with Steve going over a code questions and touching base on other projects that are out and in progress. Crazy times.
  • Paying bills and finalizing a trade show flyer for Steve.
  • Recording notes and trying to get organized.
  • Emails, phone calls, and tech support stuff.
  • New logo for a company.
  • Emails, phone calls, and more tech support. Added a grouped button to the parts and general inventory homepage. I also did some work on showing the original date/time stamp on mini invoices and mini quotes.
  • Small fix on web and eCommerce settings. Forced all internal links to the eCommerce sites vs. the older web services links and site. Trying to help transition things over to the new servers.
 
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AU 2854 Daily Ideas 9/29/2014   -We had another request to be able to merge duplicate customer records. This includes all invoice, quotes, logs, elements of time, etc.
-”To drain a lake or a pond, you have to stop the inflow.” Quote from a Stake President in Alamosa, CO. I've got a number of upcoming projects that we need to stop the inflow so that we don't keep getting deeper and deeper with more pieces to clean-up. Go to the source and stop the inflow. Get the inflow headed in the right direction, the rest will come later.
 
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AU 2839 Daily Tasks 9/30/2014  
  • On the phone with a consultant talking about exports to MS Excel for P&L (profit & loss) or Income Statement and the Balance Sheet. Great flexibility. Invoiced her for the development time. Sales quotes and email replying.
  • Setup a new client out of the Orem, UT area. Invoiced, setup the new corporation, added users, set up reoccurring billing, and emailed back and forth. I imagine that in the not so distant future, we will be automating a number of those pieces. That will be fun.
  • Working with an intern on his documentation project. We were setting up the add and edit pages. While the intern was doing certain tasks, I was working on emails and logos. Added a new logo and colors for a client.
  • Tech support on my cart favorite buttons. Talking on the phone with a lady from Denver.