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Color Code: Green
Assigned To: Eric Tauer
Created By: Cory Warden
Created Date/Time: 11/29/2021 3:08 pm
 
Action Status: Completed
Show On The Web: Yes - (public)
Priority: 0
Finished/Done: No - (open)
Finished/Done By: ...
Budgeted/Estimated Value: 0.00  
Actual/Real Value: 0.00   [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 2087
Template/Type: Community Funded Projects
Title/Caption: Trailer Solutions and Allegro integration - Custom export
Start Date: 11/29/2021
End Date: 7/26/2022
Total Time: 3.00 Hours
Target/Due Date: 11/29/2021
Main Status: Active

Sorry, no photos available for this element of time.


Uploaded Media/Content & Other Files (3)
Media Name   File Type Date Description
stats_from_history_homepage_as_of_11_1_22.pdf   Doc/PDF 11/2/2022 Pulled some stats from Trailer Solutions - they use tons of data. I honestly didn't know that they had that much data inside of the system. Pretty crazy.
Add_Edit Customer - Adilas.pdf   Doc/PDF 11/29/2021
Allegro Adilas.pdf   Doc/PDF 11/29/2021


Notes:

See attached for data fields that need to be populated. Also the order in which the data will flow.

Changed and started using this project to track a custom data export for the client as of 10/26/22.


Additional Date/Times - Subs (16)
Title/Caption Start Date Start Time End Date End Time Age Notes
Tweaked report 1/4/2023 5:30 pm 1/4/2023 6:15 pm 45.00 Minutes

Added two new export fields to the report. See EOT # 9754 in the shop.

Dynamic form and pagination 12/26/2022 5:30 am 12/26/2022 10:00 am 4.50 Hours

2 different sessions. Working on making the form dynamic and adding in pagination for the pages. Pushed up code and did some testing. Email out to Cory and the client. Sessions were from 5:30 am to 8:30 am and then from 1:00 pm to 2:30 pm (ish). I had to install a graphics program partway through in order to send out the email with a screenshot.

Here is a link to the new JSON data export page on data 3.

See EOT #'s 9729 and 9696 in the shop.

Working on making the form dynamic 12/24/2022 10:30 pm 12/24/2022 11:45 pm 1.25 Hours

Working on adding if statements to the form to help make the output show/hide based on the checkboxes.

Working on their export tool 12/22/2022 5:00 pm 12/22/2022 8:00 pm 3.00 Hours

3 different sessions working on their dynamic form to help with the exports. Pushed up new code. Sessions were 5 pm to 6:15 pm, 7:45 pm to 8:30 pm, and 9:10 pm to 10:10 pm. See EOT # 9796 in the shop.

Meeting with the client 11/30/2022 1:00 pm 11/30/2022 1:30 pm 30.00 Minutes

Zoom meeting with the client to go over things. See EOT # 9632 in the shop.

Client meeting 11/16/2022 10:00 am 11/16/2022 10:45 am 45.00 Minutes

Zoom meeting with a client to go over the custom data export. The client had someone on from Salesforce.com to meet with us. See EOT # 9588 in the shop.

Code changes for the client 11/9/2022 3:15 pm 11/9/2022 4:15 pm 1.00 Hours

Code changes and updates for the client at their request. Sent them a new sample file (9 MB JSON file) and also a breakdown of their clients by client type (just the counts per type). See EOT # 9579 in the shop.

Working on export 11/2/2022 3:00 pm 11/2/2022 6:30 pm 3.50 Hours

Working on the custom data export. Also sent a sample file to the client for review. See the EOT # 9566 in the shop for more info.

Working on export 11/1/2022 4:15 pm 11/1/2022 6:15 pm 2.00 Hours

More work on the custom export. Sent an email update. See EOT # 9560 in shop for more info. Also, I uploaded a PDF file that shows some of their stats. They are big data users.

Working on export 10/27/2022 4:30 pm 10/27/2022 5:45 pm 1.25 Hours

Working on the custom code for the data export. See EOT # 9557 in the shop.

Getting started on the export 10/26/2022 3:30 pm 10/26/2022 4:00 pm 30.00 Minutes

Getting started on the custom data export to a JSON file. Trying to get a sample file together that includes main customer info, additional contacts, customer logs, flex grid, and media/content. All of this in one file for all clients. It will end up being big ish.

Development 9/28/2022 8:39 am 9/28/2022 8:39 am 0.00

mistake

Meeting 9/7/2022 1:34 pm 9/7/2022 2:04 pm 30.00 Minutes

Call with Carly

Meetings 8/10/2022 2:28 pm 8/10/2022 3:58 pm 1.50 Hours Met with Daniel to discuss Trailer Solution's custom CodeIgniter portal and their business process automation needs. Discussed outcome with both Brandon and Steve.
Call w/ Trailer Solutions 8/8/2022 4:05 pm 8/8/2022 5:35 pm 1.50 Hours Talked with Carly, Francesca, and Daniel to define the business workflow we will use and how the APIs interplay. Talked about the portal technology they use, and scheduled a follow up with Daniel to check out their portal and map data to API endpoints.
Status & Planning Call 8/4/2022 1:37 pm 8/4/2022 2:37 pm 1.00 Hours Talked with Carly about what APIs can/can't do, a process to use on their portal to automate data entry, and scheduled the next meeting.

Total Time In Hours And Minutes: 23:30 :: Total Hours As A Decimal: 23.50