On the morning meeting with Steve and Russell. They were going over the news and updates section. Lots of talk on where to store the filters and sub features - at the corp level, at the admin level, and even at the employee/user level. The filters and settings will help us display the correct feeds and news and updates back to the users. They also talked a bunch about pushing 3rd parties over to the adilas marketplace. The eventual goal is to get all 3rd party solutions to have an active adilas market account and profile before we add them to the adilas 3rd party solutions page. Kinda force them over there before we do any outside advertising for them.

Fun little one linear from Kelly Whyman - "If you touch, you track."

On elements of time, Steve is wanting to setup internal templates and being able to fully control them and/or lock them down. Basically, a way of making a normal template but not allowing the users to change and/or manipulate things. Basically, we create it and let them use it, but we don't allow direct editing of certain pieces (maybe only certain things or limited options). Steve was mentioning a virtual ice-down on some of the settings and features that are turned on/off. This is not an ice-down date, but it is a form of ice-down but icing down settings, features, and functionality.

Some of the custom settings are almost becoming their own database tables and we have to make sure that things are setup correctly.

At 10 am to 1:15 pm, Eric popped in and we worked more on the loyalty points and gift cart stuff. We went into media/content and looked at all entries under "loyalty" and got some good ideas. That spun us off on some side tangents. We also talked quite a bit today about how things will be tracked, showed, and how things will be held on the balance sheet. One of the good breakthroughs today was an idea of how we could tie in these new special tracking accounts to existing balance sheet items. See attached for a small screen shot.

The uploaded image is a normal BSI (balance sheet item). It shows a main and normal subs. We then talked about how we could add additional options such as: main_account_types (#1), account_type_rules (#1.5), special_accounts (#2), and special_account_transactions (#3). We also talked about some of the stacking order under the main balance sheet items and how that would play out.

We recorded a number of new notes and even did some light scenarios using small drawings and such. Towards the end, we talked with Steve about the accounting side of both gift cards and loyalty points. Gift cards need to be tracked on an invoice, the part number needs to not be recorded on the P&L (revenue) but needs to be deferred to the balance sheet. We also have gift cards as a form of payment. We talked about some of the invoice payments that might need to be tied into make that happen. We also talked about how loyalty points and coupons are basically future discounts of sorts. Those values don't really show up on the balance sheet, but do need numbers below the surface. A discount could be in-line and/or standalone. Both the loyalty points and coupons reduce revenue and need to be treated like special trackable discounts or price adjusters (variable of price). See other attached document for more details and notes.