Meeting with Cory and Shari O. We went over projects and priorities. That went pretty quick. We then got into some code and looked at the SG&A costs (selling general and administrative costs). We looked over older code, went through things, and then brainstormed on some new ideas. We would love to start from the expense/receipts. Basically, build it, then click a button or something to create the PO (SG&A inventory) and back tie it to the expense. That would be really cool. We went over some small drawings and such.

After the meeting, I got on a phone call with Bryan. I also did some emailing back and forth with Will on some general webpage settings for ecommerce.

Adding a new couple of filters to the closing reports. Sometimes we call this the daily/weekly sales report. The new settings deal with how the database queries the invoice payments. Some people want the report to show the payments based on who is the main salesperson per invoice. Others want to know if someone else did the payment part of it. We had to add in some options and switches. Lots of code changes and then following those links and drill-downs from page to page. Good little work session.

Working with Bryan on his project to help build large CSV files behind the scenes (too big to show on the normal website or web pages). Spent most of the session virtually chasing errors and what not. Lots of complex moving parts.

Meeting with Shannon. We spent some time going over the 10,000 foot view of the new adilas lite projects. We are trying to move into the 5,000 foot view (closer or more details in the plan). We prepped some files to record notes on the overviews per project. We watched a few videos of some of what we have already captured to this point. Trying to get some traction.

Working with Bryan. He had met with Dustin and they came up with some ideas. We did a small session with Bryan telling me what to do and how to do it. That way we could push it up live to test it with a bigger record set. Bryan doesn't have access to push things up to the servers yet. We tested and tested. We decided to go a totally different route. I gave him some new marching orders and a really simple mini plan. He's going to start working in that direction. The other way had too many unknowns.

Meeting with Eric to merge and push up some new code to help with certain merchants (our customers) who need to switch between a manual card entry, a swipe card entry, or a EMV/Chip card entry. We chatted, pushed things up, and ran some tests. Eric is going to call a customer and make sure that they know what to do differently. Trying to make things easier.

Met with Bryan and spent some time looking over his new code. This new code uses a manual process to create and generate a high record count CSV file using click through pagination (next n or next page of some number of pages). The past couple of days we have been trying to debug an automated process. We decided to step back, get it fully working manually, and then try to automate it. Otherwise there were too many new variables in the process. Making good progress.

Back working on the end of day report for closing out a cash drawer. Good work session. Got all of the normal pages coded and tested. Started going through a number of custom or one-off pages that used similar code. Pushed up a number of new commits on the code branches. Lots of testing in both secure and customer folders (file paths).

Work session with Shannon. We spent some time going over the ideas that we had for the overview for the videos and research project. We spent a bunch of time refining our draft. We then moved on to the adilas jellyfish model and did some brainstorming there on what to put into the overview for that project. Great work session. See attached for our videos and research overview text.

Emails and working on projects. Finished up on the new end of day filters for showing payments by main salesperson or who actually did the transaction. Looked into USAePay validation for the 3 or 4 digit code for credit card payments. Also added some code to all the header dates to be changed if making a PDF of an invoice or a quote. The default is to use the current date for the header date. On invoices and quotes, the PDF needs to show the original date of either the invoice or quote. Anyways, made the changes and plain PDF headers allow for a date to be passed through vs just pulling in the current date. Recording notes from the past few days.

Meeting with Cory to show her progress on a couple of different projects. We merged and pushed up code and did some testing. We tested on both data0 and data1 servers.

Recording notes from earlier this week (10/23 to 10/26).