Adilas.biz Developer's Notebook Report - 9/1/2014 to 9/30/2014 - (64)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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. | |||
AU 2817 | Daily Tasks | 9/1/2014 |
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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 |
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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. | |||
AU 2819 | Daily Tasks | 9/3/2014 |
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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. | |||
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 |
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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 |
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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 |
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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. | |||
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 |
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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! | |||
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 |
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AU 2824 | Daily Tasks | 9/9/2014 |
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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. |
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AU 2825 | Daily Tasks | 9/10/2014 |
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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. ////////////////////////// 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. |
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AU 2826 | Daily Tasks | 9/11/2014 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 | |||
AU 2832 | Daily Tasks | 9/19/2014 |
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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 |
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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 |
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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 |
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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 |
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Adi 875 | Custom Code - Loyalty Points | 9/25/2014 | ||||
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 |
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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. | |||
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 |
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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 |
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