Multiple sessions working on AI related stuff. New code, consulting, and recording notes - many dealing with AI work sessions. See notes in the shop for 9/12/25.

Tons of different sessions working on the AI quick search, natural language text options and prompts. Lots of progress. Also meeting with the Nxtlinq guys. See notes in the shop for more details for 9/11/25.

Testing and emails to the Nextlinq team with suggestions to speed up the process. Working great just need to tweak some processes.

Meeting with the guys from Nxtlinq. See notes in the shop for EOT # 12272 for details.

Testing before the meeting and then on the meeting with Brandon and team nextlinq. Making good progress with the POS

Payroll testing -

CA 

{"stateTax":409.5,"employeeId":6,"payDate":"08/25/2025","socialSecurity":558.0,"netPay":6952.67,"federalTax":949.33,"medicare":130.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":9000.0}

CA

{"stateTax":275.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":310.0,"netPay":3692.5,"federalTax":650.0,"medicare":72.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":5000.0}  

TX

{"stateTax":0.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":310.0,"netPay":4099.62,"federalTax":517.88,"medicare":72.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":5000.0}

TX 10k gross with 25 extra state tax

{"stateTax":25.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":620.0,"netPay":6914.62,"federalTax":2295.38,"medicare":145.0,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":10000.0}

TX 1k gross with 0 extra state tax

{"stateTax":0.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":62.0,"netPay":788.5,"federalTax":135.0,"medicare":14.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":1000.0}

Multiple work sessions on Saturday. Finally got a new function to work to help sub divide the AI search options and prompts. See notes in the shop for EOT # 12283.

Full day working on samples, testing, and integrating code into adilas headers and footers for the AI agent. See notes in the shop for EOT # 12282.

Meeting with Thomas and team. Brandon presenting the new idea of adding the SDK to the footer so each page will have the AI Agent (if turned on)

Prep work and starting to work on adding in the AI agent to the headers and footers. Also, a meeting with the Nxtlinq guys and Steve. See notes in the shop for EOT #'s 12281 and 12260.

AI payroll testing

Meeting with Teddy and Josh on launching Sept 12th

From Brandon:

Working with Steve and Josh. Then building out the adilas mini API to handle other customer search options. See EOT #'s 12257 and 12278 in the shop for details.

Meeting with Thomas, Vincent and Matt. 

Date & Time:  September 02 2025, 06:30 PT

Attendees:  Stephen Berkenkotter, Brandon Moore, Vincent Chiang, Matt Kuo, Roger Chuang

Agenda

1. Recap: We provided two example approaches: 
1. 1. Session Storage – Preserve AI Agent state when switching pages. 
2. 2. Single Page Application (SPA) – Run AI Agent seamlessly with no page refresh.
2. Demo: Matt to showcase both Session Storage and SPA methods.
3. Discussion Point: Were Stephen and Brandon able to test these approaches?
4. Brandon to showcase a mini-API lookup method (currently in beta).

Agreed Objectives

1. Stephen and Brandon have not tested the examples yet, but will do so soon.
2. Stephen will share the example files with Brandon.
3. Vincent to send the examples to everyone in the email summary.
4. Matt and Roger to utilize the mini-API lookup feature.
5. Look into supporting login with traditional username–password for AIT, instead of forcing IDV.

Working on the adilas mini API for the AI agents. Also jumped on a meeting with the Nxtlinq guys. See notes on EOT # 12265 in the shop for details.

Working with Grok on payroll, mainly testing different states and different values.

Working on the adilas mini API and then meeting with the Nxtlinq guys. See notes in the shop for EOT #'s 12262 and 12243.

Work session with Steve, building and prepping things. Meeting with the Nxtlinq folks to show them the URL crafting options and prompts. Phone call with Steve after the meeting. See EOT #'s 12241, 12251, and 12252 in the shop for details.

Working on the new Crafting URL functionality and meeting with the nxtlinq team to demo the new process. This will replace most of the API calls and resolve the need for session or a type of storage. This also helps with permissions.

Working with Steve to come up with some plans. We talked about normal API sockets, cookies/tokens/JSON stuff, and URL web address crafting. Fun work session. See notes in the shop for 8/25/25. This was a big breakthrough for us.

Grok API for payroll. Testing the function that sends the user information to the API

Working on the payroll AI interaction. Grok API

Meeting with Brandon, Thomas, Ted, Vincent, Josh, Matt and ntxlinq team. Call with Brandon afterwards. Headed in the direction of allowing them to use our database to store 'session' type information to later be processed into an invoice. Brandon and I to meet Monday at 1pm to map out a plan. May need to bring back someone to help.

Review and response to Slack channel, basically the decision to either proceed with a Hybrid model or a Standalone model. After discussion with Thomas the decision looks best in the Standalone path.

Early meeting and working on adding files provided. Looking into the tax rounding issue

Meeting with Thomas, Vincent and Josh. Review of the AI Agent and install issues. Rejoining early in the morning.

Meeting with Thomas, Matt and Vincent on next steps and demoing the AI POS Agent. Need to bring in sub inventory into the process.

Testing live on AI Agent POS

Testing the AI agent live on ai_agent_pos.cfm

Working on adding the response to the Bot, the agent loads and the AI modal shows up but the response times out ..... meeting with Vincent to troubleshoot

Creating a new page - secure/ai_agent_pos.cfm

Meeting with Thomas and team to implement the SDK

Adding in the SDK and live testing

Adding a 3rd party solution for the Nxtlinq AI Agent api socket/connection settings.

SDK research and plan with Grok - https://docs.nxtlinq.ai/docs

Working on the SDK 

Date & Time:  August 06 2025, 06:00 PT

Attendees:  Stephen Berkenkotter, Josh White, Ted Rouhani, Vincent Chiang, Matt Kuo

Agenda

1. Confirm that Stephen and Josh can log in to the nxtlinq AI agent docs (including access to the Adilas demo and SDK docs).
2. Provide the nxtlinq AI agent SDK API key and secret.
3. The login account for the nxtlinq AI agent dashboard will be provided later.
4. If necessary, provide a sample SDK integration based on the structure of the other party's Adilas dashboard.
5. Go over changes made to the create invoice demo.
6. Confirm whether all required Adilas APIs for the payroll process are available, and have Stephen outline the full payroll flow, clearly identifying which step calls which API.
7. Regarding the PO API: getMainPOInfo requires a PO number as a search condition. Besides recording the PO number immediately after calling addMainPO, is there an API to retrieve previously created PO numbers?
8. Other Q&As

Agreed Objectives

1. Stephen and Josh's access to nxtlinq AI agent docs
   Confirmed. They can now access both the Adilas AI Agent demo and SDK docs.
2. SDK API key and secret
   Provided via Slack.
3. nxtlinq AI agent dashboard login
   Will be provided later.
4. Sample SDK integration
   Adilas Dashboard system uses ColdFusion 2018.
5. Demo – Create Invoice
   Demoed. Noticed an issue with tax calculation. Will adjust.
6. Adilas API for Payroll + Process flow
   Stephen is still working on it. Expected to provide it next week.
7. PO API – Retrieving existing PO numbers
   Use getPurchaseOrder. See meeting recording for details.
8. PO_TYPE_ID – What are the 7 types? Is 0 invalid?
   All 7 types shared. We'll mainly use types 2 and 5.
9. Stephen asks: Can AI Agent appear only on specific pages?
   Yes, it can be limited to specific pages or shown site-wide.
10. Stephen asks: Can AI Agent processes run without showing the flow in UI?
    Yes. Current flow display is just for demo purposes.

Adding new API Endpoints and conditioning old unused calls. Added a few for Payroll

Working on testing and Payroll APIs

Added 

getMainPOInfo

updatePOLineItem

getAllEmployees

getPayeePayrollInfo

Adding PO endpoints for Thomas and team, they are now working on building out an Agent for ordering inventory.