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Adilas.biz Developer's Notebook Report - All to All - (13271)
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Time Id Color Title/Caption Start Date   Notes
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Shop 10909 Phone call and recording notes 3/14/2024  

Phone call with Bryan. He had some questions about merchant processing and internal scheduling. Recording notes from the past couple of weeks (3/5/24-3/14/24). It's been a little bit crazy.

 
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Shop 10882 Meeting with Shannon 3/14/2024  

Working with Shannon on project overviews. We did some work on the adilas cafe overview and then on to the adilas lite and fracture overviews. We made a few website changes and Shannon attached the documents that we are working on. See attached.

 
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Shop 10900 Meeting with Steve 3/14/2024  

Meeting with Steve and Suzi. Looking at a dog care software package. It was actually a human salon software system that they are using for the dog care company. Looking at options and seeing what we can do, using adilas to help them out. Lots of talking, planning, and even building out some flex grid pieces in the demo site. Steve had to drop off due to bad Internet. Suzi and I spent the rest of the time planning things out and talking about what already exists and what would need to be custom. Great session.

Suzi is quite sharp. She is willing to get in there and figure things out. Self-taught.

As a fun idea, Suzi thought that it could be really cool if you could tie a picture to a piece of flex grid. That would be pretty cool. Great idea.

Just for the record. Some of the pain points for the dog care people were things like their software system only allows one person per appointment. Sometimes they need multiple people if they need to restrain and/or assist with the appointment. Each client needs a one-to-many relationship with their pets. When a tip is given, they need to be able to split it based on who was working the appointment. Currently, all of their notes just run together. There isn't a any type of log notes or custom fields.

Suzi and I were having fun planning things out and being able to come up with ways that we could solve all of those problems, almost right out of the box. We will have to do some custom stuff, but it isn't too big of a lift, and we could easily reuse it over and over again. Fun project.

 
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Shop 10890 Meeting with Russell 3/13/2024  

Meeting with Chuck and Russell. Touching base with Chuck. It's been a while. Working with Russell on some CSS tweaks for the adilas lite site (mobile ready). Then back to working on our dashboard mock-up project with Adobe XD and AJAX stuff. Russell was prepping things and building out his own components. While working in Adobe XD, get close but not pixel perfect. Just enough to get going. Everything will be dynamic (data wise) later on. Building out custom components and zooming in/out to make sure that we get the visual ranking correct (what is the most important). We also talked about not being limited by the template (CSS theme or template). It's okay to go custom if needed. Asking lots of questions. What do we want to show, why, where, what is the most important part of it? Balancing out the visuals, the user experience, and gently leading the user to what to do and what is important. As a light goal... is the user experience good enough that they could use it without training? The design determines the architecture (what is needed). Good session.

 
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Shop 10908 Pitch Deck Planning 3/12/2024  

Looking over plans for the pitch deck (notes from session with Shannon and I from this afternoon). Rereading some of the notes and plans.

 
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Shop 10907 General 3/12/2024  

Letter of recommendation for Bryan. Also, cutting a personal check out for Shannon and work done helping me with Ship B stuff.

 
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Shop 10885 Meeting with Shannon 3/12/2024  

Great meeting with Shannon. We were going over ideas for an adilas pitch deck for selling shares (percentages of ownership) for adilas. I was talking and going over some of my notes and ideas and Shannon was taking notes about what I was talking about. See attached. After we got done talking about plans there, we switched gears and did some more planning on the project overviews for the adilas cafe. Once again, see attached for our progress.

 
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Shop 10891 Meeting with Steve 3/12/2024  

Meeting with Steve. We had a great little brainstorming session. We were looking at the database, checking out tables, and planning out options for using elements of time for perfect job costing. See attached notes for some of our plans.

 
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Shop 10906 Paying bills 3/11/2024   Paying bills and updating info for the Wells Fargo account changes. This is required in order to e-sign some new documents.
 
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Shop 10905 Updating time zones 3/10/2024  

Daylight savings time changes on all servers. As a note, data 5 was missing the main logo. May need to check that out (fixed it on 3/14/24).

 
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Shop 10904 Lunch meeting with a friend 3/9/2024  

Lunch meeting with Chad Jeppsen. Talked about different companies that Chad has worked with or for. Their cultures, management styles, perks, and stable vs more open models. We talked about getting multiple tasks piled on top of you without removing other already assigned tasks or responsibilities.  That can really add stress to your load. We also spent some time going over work environments and level of control where you work. Those are big factors.

 
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Shop 10901 Phone call with Steve 3/7/2024  

Phone call with Steve. Going over ideas, what's happening (I've been out for almost a month with the passing of my son), talking about new projects, job costing ideas, merchant processing, managing people, talking about investors, and creating a pitch deck. Steve had the idea of creating revenue caps and repaying things based on values that exceed a certain revenue cap or amount. Other different ways of financing things. Good conversation.

 
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Shop 10884 Meeting with Shannon 3/7/2024  

Working with Shannon. Touching on the adilas value add-on core model and the adilas university overviews for the adilas lite and fracture projects. We also spent some time working on the adilas marketplace project overview. Good work session. We then added the overviews to the web pages where they belonged. See attached for our documents and progress.

Links to the project overviews:

- adilas jelly fish model

- adilas value add-on core model

- adilas university

- adilas marketplace

 
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Shop 10889 Meeting with Russell 3/6/2024  

Meeting with Russell. These are some of my quick notes from our meeting:

- Talking about testing and testing coverage.

- Doing mock-ups and putting yourself in the right thought pattern (not pixel perfect mock-ups).

- Experimenting, looking at layouts, looking at distractions, questioning everything, etc. Quick mock-ups and throwing things around to see what looks good. All of this in Adobe XD. Bouncing between the project (CSS theme) and then pulling out small reference pieces.

- Managing the attention of the user (visual layout and visual priorities).

- Make the mock-up so mouthwatering you just say yes - powerful, easy, and beautiful.

- Dream it up and then build it and make it happen.

- Crafting an experience takes time.

- Building out mock-ups to catch all of their desires.

- Even asking for non-refundable percentages to do a more detailed estimate or price quote.

- If you tell me what you want... I can sell it to you (sell you a solution to fit your needs).

- Russell, helps other people build their dreams and then tells them how much it would cost.

- Just for fun... I sent him a copy of the horse graphic (client asking could you do it any cheaper?). See attached.

 
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Shop 10881 Meeting with Shannon 3/5/2024  

Working with Shannon. I was talking and she was taking notes. Lots of things have been going on. My son Tanner passed away, I haven't been working for almost a month, things were left with some uncertainty, etc. Pretty crazy time. Anyways, I was talking and speaking, and Shannon was catching what I was saying and talking about. See attached for some of the notes.

After our meeting, I printed out the notes and reread them. What a help to have here take such good notes. I was literally just talking and she was catching all of that.

 
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Shop 10880 Bug fix and recording notes 2/12/2024  

Small little bug fix for a new shopping cart. It was erroring out on a page include (sucking in variables from another page). I made a few changes and pushed up new code. Sent an email to Steve and Cory. Recording notes from the day.

 
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Shop 10879 Meeting with Bryan 2/12/2024  

Back meeting with Bryan to go over the auto tie-ins for PO's to elements of time. We spent some time working on the flex attributes and how they are tied in to time (new settings). Small work session. We made a small to do list and started going through the different pieces. I did lots of explaining and drawing to show where we are hoping to go. Plugged a small hole (in the data) and pushed up a small change to permanently plug that hole. Ran a quick update to update any past or older data.

We ended with ideas and instructions on automating the setting of the master time template settings when creating a new element of time. We went over a couple of options. Our main goal is to make the function of creating a new element of time lighter for developers and later potentially for API socket users. Because we are under a budget crunch on this one, we'll tone it back a notch. We may have to revisit it again later. Making progress.

 
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Shop 10875 Meeting with Bryan 2/12/2024  

Meeting with Bryan to work on automating some time template settings. We ended up fixing a small bug on his current code. We then started looking at the next steps to make the tie-ins even better (tighter). We ran out of time. We will meet later today to finish up.

 
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Shop 10874 Meeting with Cory 2/12/2024  

Started out doing some emails and recording some notes. Then meeting with Cory and Shari O. Looking at a small convert to PDF error on data 1. Other systems seemed to be doing fine. Just a problem on data 1. We also looked at a possible error out in statement land and math dealing with tips. Also in statement land, we had a request to apply a data filter to what was going to be on the statements based on amounts owed (paid or pending invoices).

We then spent some time looking at payroll settings and checking code on bit bucket (code differences between old and new code). We couldn't find anything that really stuck out. We then went and tried it on a play site, and it worked great. Cory is going to check the settings for the company in question. Also dealing with payroll, Cory and I jumped into a couple of state websites and pulled new tax and withholding tables and formulas for a couple of states. We need to update those values inside of adilas.

Lastly, we went over some priorities and talked about other projects. I've got the top 3 priorities written down in my notes on my computer. They are checking some older bad data for a report dealing with sub inventory, helping Bryan with the custom project to connect PO's to elements of time, and updating some state withholding formulas. We also know that a custom data import is coming towards the end of the week. Busy times.

 
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Shop 10878 General 2/10/2024  

Email to Wayne about ways to improve or fix the tables for storing sub inventory attributes and parent attributes. See attached for a copy of the email. It has some light plans on how we could change the columns on the custom_text table (and other custom attribute storage tables - numeric, text, date, and json).

Fixed the error messages and moved the unique id/error code to lower on the error message. Trying to make it look better. Wayne just added the unique id/error code a couple of days ago.

Started to work on an advanced search page that shows parent items, parent attributes, and sub inventory attributes, all on the same report. Bryan originally made the report. Just going over things and lightly cleaning things up. Refining some of the logic.

 
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Shop 10877 Bug fix and recording notes 2/8/2024  

Small bug fix on the master time templates. Recording notes from today and the different meetings.

 
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Shop 10820 Meeting with Hamid 2/8/2024  

Meeting with Hamid. We were having fun talking about the analogy of chasing a ball down the hill. Just for fun, we were saying that we better stay out of its way so that it does not squish us. Sometimes it feels like the ball is going faster and faster and getting bigger and bigger. Just being silly.

We spent our time looking over Bootstrap code and CSS changes. Bootstrap and prebuilt templates are pretty cool. However, you can get layers and layers deep, and you tend to find yourself going down a number of rabbit holes. Lots of moving pieces and dependencies. We end up needing someone who is good at doing frontend code (designer) and someone who is good at doing backend code (database and code developer). You almost need a small team or a buddy. It's hard to be good at everything, to a master level.

 
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Shop 10872 Meeting with Bryan 2/8/2024  

Emails and then meeting with Bryan. Going over an API for a 3rd party vendor. We were checking messages, record counts, and adding up totals. We made some changes and pushed up the new files. Recording notes form the day.

 
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Shop 10851 Meeting with Shannon 2/8/2024  

Meeting with Shannon. Looking for and seeing trends and patterns. Some of the hot topics right now are building industry specific skins (customer interfaces), BI or business intelligence reporting, AI or artificial intelligence options and marketing, job costing, manufacturing, and harvesting services and byproducts that adilas creates.

We spent most of our session reviewing and working on notes for the adilas university project dealing with education and training (No. 3 in the adilas lite or fracture plan). See attached for our notes and progress.

Just for fun, Shannon and I were talking, and we made an analogy of chasing a ball down the hill. It just keeps going (out in front of you). We talked about communications and collaboration options. We, our goal, is to stay out in front of the guys/gals with some rough plans. As the guys/gals get to the next levels, they will be looking for the next thing. We will keep feeding in the pieces that we have done or roughed out. We will let them interpret those plans and make them (the plans) their own. Basically, help to point and influence a direction without directly forcing it.

We also talked about how we learn by repetition and relearning things over and over again. It seems to really help to write things down, then re-sharing it back to someone else. That helps it gain clarity and makes it stick better.

Sometimes we present our clients with tooooo many options. We love that but it can be overwhelming and distracting to someone who is brand new. As part of our discussion on education and training, we talked a lot about industry specific skins and matching training and verbiage to those industry specific skins. See our attached notes for some other ideas.

Lastly, as we were talking, I mentioned to Shannon that Steve has a dream of offering basic business classes (business principles) to cities and communities. He would like to use adilas as the teaching tool. The class would be on the business principles, we would just use adilas to show those principles (how to do it and how easy it is to do it using adilas). I also wanted to record that another dream that Steve has is jumping in his plane and flying around and talking to CPA's. If CPA's really used adilas and adilas for their clients, they could do way more tax returns and also offer other ongoing oversight services, consulting, training, etc. It could be pretty cool! Just wanted to record those ideas from past meetings with Steve.

 
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Shop 10854 Meeting with Steve and Alan 2/8/2024  

I joined the meeting late, but Alan and Steve were going over SG&A costs when I got there. They have a client that is wanting to virtually plug the SG&A numbers. Steve was talking about how that is playing with fire and not good accounting. After that, Alan gave a small demo of his production and advanced recipe/build process for sub inventory. It looked great and had lots of heavy client-side JavaScript stuff going on.

We covered a bunch of topics. Here are some small notes that I picked up from the discussion. No specific order.

- Steve and Alan were discussing settings and adding more settings for production and manufacturing.

- Steve was asking for input on direction, on the sales side of things.

- Alan was proposing some industry specific skins to help with sales.

- Alan was also saying that we should circle back around and build out more reports or even dashboard level pages to show all of quick data, counts, and totals. He was saying, we should stick to our name - Adilas - All data is live and searchable - stay true to that slogan. Along with that, we were talking about some places that still need some help and a little bit of loving. Sub inventory was a big topic along with other histories.

- Steve mentioned that he is working on some job costing options and reports. Tying in expenses, invoices, deposits, PO's, and time cards to elements of time (the job or projects).

- Small observation - both SG&A costs and job costing are dealing with deeper tracking of sub pieces and components that make up a bigger thing or item. Kinda interesting. That's some deep terrain and more than just simple inventory tracking. It's a mix of operations being tied into accounting.

- There have been more requests for more charts, graphs, and eye candy type stuff. At one point, we really wanted to do some graphical homepages to show and highlight some of that data. We have all of the data. It just isn't presented in an eye candy and easy format to see and look at.

- Alan is thinking that people (our clients and users) are going to be looking for more and more efficient ways of doing things and tracking things. There seems to be a draw or trend towards efficiency.

- We spent some time talking about AI stuff (artificial intelligence). That is a big buzz word right now. What if we redid some of our homepages (made them more graphical) and helped to show trends and month over month, year over year tends and patters. That could be really cool!

- We talked about the history homepage and how it shows a great overview of what was done or worked on throughout the day. That is some great information and a great daily summary of what happened in the system. Steve was showing that piece to a perspective client and they were super impressed.

- Back to AI stuff. We may use some verbiage like, we do such and such, similar to how AI works, without actually saying that we are using true AI. We already do a lot of that type of stuff. We feed data in, we then train the system to do certain things with it. As we go along, we can see areas that we could work on and turn our interface into a more AI oriented type product. We're not that far off, even right now.

- More talk about comparing patterns, comparing trends, and showing business intelligence (BI) level stuff.

- Mike, would like us to work more on the backend accounting pieces to help round out the system. Mike is a CPA that Steve has been working with for years.

- We could gain a lot, even on the virtual AI level, if we started to build out reports that show the known issues. We have a whole page that lists places and scenarios where things can get off the tracks or in the ditch (virtually). Date problems, number mismatches, disconnects, cart before the horse stuff, etc. That would be super cool to get those pieces built into the system.

- We circled back to sub inventory and possible ways of fixing things up there. We would love to add part id's, part category id's, and other key attribute id's to help the retrieval be faster and smoother. We can get the data in, it's the getting it back out that makes it a little bit harder (current database relationship structure). Anyways, some talks about ways to sure things up and fix some of the underlying pillars in the system.

- Quite a bit of discussion about Biotrack and Metrc (state compliance systems). We spend a lot of time and money trying to keep these connections up to date and working correctly. It's a moving target. We also want to pass on some of the costs to our clients and users.

- Our clients have some great ideas and tend to tell us what they are wanting and/or needing. That is awesome! We just need to figure out how to charge them for those upgrades. Basically, who is going to pay for the changes? Sometimes that can get tricky - either way, it's still part of the game we play.

- Most of our clients want real-time data going back and forth (live - not batched or staged).

- Alan and Steve were talking about ways to simplify the current API connections.

- Light talks about what some of the other developers were working on.

- We would love to be able to bill for real usage and what features our clients are using.

- We keep seeing costs increase. This is costs to us, costs to our clients, and even costs that 3rd parties are pushing and/or passing on. Everything seems to be in a state of upward flux. Along with this conversation, there were talks about some of the 3rd parties limiting throughput and/or limiting the number of API socket requests without a price increase.

- We talked about changing some of the file names. Some of the pages started out as a cannabis related page. We are now making those things more general so that we can use them (the pages and features) for our other clients.

- Going where the money is (based on client requests).

- Steve wants us to quote/estimate some new code for a client. Alan was recommending that we break things into phases and stages. Good discussion on this topic.

- Steve is doing some high-end business consulting for some of our clients. Helping them make decisions and plan for the future.

- The last topic of the day was thinking and finding ways to harvest the services (service byproducts) that our clients want or need (adilas marketplace stuff). If we help our current clients, that is an avenue of funding that comes from inside vs having to get new clients. Basically, help them get what they want. Steve put it this way - make your choice and then build up that choice (meaning software choice and pushing that software further along).

 
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Shop 10871 Phone calls and recording notes 2/7/2024  

Phone call with Cory to go over some questions and then check up on priorities for what project is next. Recording notes from today and the past couple of days. Quick phone call with Bryan.

 
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Shop 10867 Meeting witih Russell 2/7/2024  

Great little meeting with Russell. We are working on some mock-ups for a mini project that we are going to build together. The mini project will end up beign a dashboard of sorts (somewhat limited, but just for practice). We were working on the mock-ups today. We are going from a super simple paper and pencil drawing to a layout with boxes and placeholders (wireframe). The wireframe is great for conversations and being able to ask questions without going into crazy amounts of detail.

We were working in Adobe XD and putting different notes in different places. Russell was making a place for notes for interactions (how it works) in one place, notes for functionality (what it does), and then other interactions and user experience stuff (UI/UX). We ended up having a good discussion about budgets, dreaming big, but keeping things within a budget related scope.

We ended up jumping in to Snagit and going over quick ways to grab and build a quick mock-up. Russell also showed me how to download Adobe Fireworks (substitute for Adobe Photoshop - much easier). That is awesome, I loved using Fireworks. So much faster and better for simple web graphics.

Anyways, we got the wireframe mock-up done and then started moving into a more realistic version. He was calling it a high-fidelity mock-up (more true to form and even prepped with fake data and charts). We built a basic mock-up with headers, footers, navigation, and backgrounds. We then started to duplicate that basic template to make the other pages. One step at a time.

 
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Shop 10849 Meeting with Shannon 2/7/2024  

Great meeting with Shannon. We were working on project # 3, education and training - aka adilas university project. We spent the whole time going over things and putting together a number of pages, just brainstorming ideas, needs, and direction. See attached for where we are working.

 
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Shop 10870 Meeting with a client 2/7/2024  

Meeting with the Cannapages guys over GoToMeeting. We started out by debugging an API call. We tried a few things. I then had to login to the client's site, flip some switches, and then try it again. They are pulling menu info, but we had to turn on some ecommerce settings to let the pages (API sockets) play through.

They also expressed a desire to get two more API endpoints for pulling sub inventory attributes (list of values) and parent attributes (list of values). They then take that data and loop over it to populate their menu forms. I sent an email out to Cory with an update.

 
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Shop 10869 General 2/6/2024  

Three different sessions, spread out throughout the day. Emails and checking payroll settings (new changes that got pushed up). Meeting with Bryan. Looking at a small bug on the data 10 PO reports. We got into a mix of old school values and new school code. The error ended up being a query loop without a start and end row value. Thus, it was duplicating form fields. We made the changes and pushed up new code to all servers. In the afternoon, more emails and setting up a client meeting for tomorrow.

 
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Shop 10866 Payroll updates 2/5/2024  

Going over the federal tax and payroll withholdings in the calculate payroll page. Ended up on a quick phone call with Eric to help him merge in some code to check on a live server. He needs to show someone the new page tomorrow morning.

Back on the payroll withholdings. As I got deeper into the mix, I found that they, the federal government, had changed how they did their withholding lookups. I had to alter some table values. Originally, I had done the wrong look-up tables out of the Pub-15 document (offical tax table document - 70 ish pages). They, the federal government, took off the pay frequency for the automated payroll systems. Previously, we have always added tables that had the pay frequencies built into the tables (daily, weekly, bi-weekly, semi-monthly, monthly, quarterly, semi-annual, and annual). The new tables that we were supposed to use didn't have that. I had to do some light tweaking of our code.

Anyways, got everything in and done and push up new code. Merged in the branch with master and ran some database updates. The new code will go out tomorrow morning with the auto deploy.

 
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Shop 10865 Payroll updates 2/5/2024  

Working on payroll updates for 2024. Did some dynamic looping and math inserts for database look-up tables. Started looking over login on the calculate payroll page.

 
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Shop 10863 Meeting with Cory 2/5/2024  

Quick meeting with Cory. We went over a small recap and small check-up on how things were going on different projects. We talked about some of the next and upcoming projects. Super short meeting.

 
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Shop 10844 check and push code 1/31/2024  

check and push code

 
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Shop 10843 Item Sub Parent report errors 1/30/2024  

look at Item Sub Parent report errors


 
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Shop 10836 check and push code 1/25/2024  

check and push code

 
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Shop 10831 Payroll updates 1/24/2024  

Working on payroll updates. Printed out pages from the new Pub-15 for tax withholdings. Matching up numbers, look-up tables, and reading through instructions.

 
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Shop 10819 Meeting with Bryan 1/23/2024  

Talk about the sub inventory search and simulating some bad data. See notes from this morning with Cory and Kelly.

 
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Shop 10813 Meeting with Alan and Steve 1/23/2024  

Meeting with both Steve and Alan. Originally we were going to be discussing some ideas on company structure and where things are headed. We got a little bit sidetracked and ended up covering a number of other topics. These are some of the notes.

- We spent some time doing a general catch-up. It's been awhile since we have met as a group.

- Steve was talking about some of his friends that are teachers and have been forced to do online school (prison camp for the teachers). They, the teachers are being watched super closely. They, the teachers, almost feel like it's a prison camp type atmosphere (too tight).

- Advances in software

- Age of our kids, they are growing up

- Business, everyday wondering what you will do today and tomorrow

- Kelly has been pushing hard on us

- Master/slave relationship

- The squeeze - by clients, internal owners/users, and in general. We are feeling it!

- Analogy of a bug vs windshield - which one are we?

- How do we find our way forward? Plan and vision

- Super loose structure - our current plan is very loose

- Wild west thing - our current mode of operation - minimal rules, laws, expectations, or structure

- Getting spread thin

- Alan was talking about teams for projects but no one takes ownership

- Still dealing with teams, they didn't want to be left out but didn't want to really participate

- So much to do but the turnaround is so slow (how quick we can get the projects across the finish line)

- Frustrating/mental health

- Building and not finishing things

- MVP (minimal viable product) - Leaving stuff that is still flapping in the wind

- Whirlwind (bouncing all over)

- Discussions on funding and a centralized office

- Drift & culture

- Deadlines and nobody caring about it

- Why don't you care?

- Managers of Steve's stores - back in the Morning Start Automotive, Inc. days - They really kept things rocking and rolling

- Not taking any crap and rolling some heads if needed

- In the replacement business (people) - When you deal with employees, you tend to be in the replacement business (from past expierence)

- Reviewing peoples work and making sure that people are on task

- How big can you get before it implodes on itself? Experimenting...

- Managers and assistant managers

- Employees and workman's comp

- Payments, lawsuits, HR stuff, discrimination - more employee/employer stuff

- Filling in the gaps

- Start with a manager

- Manual of what your duties are - put it in writing

- Defining roles

- Part-time or variable working schedules

- Part-timer's may end up costing you money

- Scheduling and who is working when

- Missing the employee/manager piece

- Independent contractors and putting requirements on them

- We are all part owners but what does that mean?

- Alan had some questions like - Co-owners and having to pay to be paid? How does that work. Basically, we had to pay money to become a co-owner and then we get paid by the company for doing work. Just trying to figure things out.

- How does joint ownership work?

- Defining responsibilities

- Who wants that management position?

- We (humans) know right from wrong

- Too much oversight or pampering

- Learning curve

- Moving on

- You could always get someone better - or not - That's a variable

- We can't hire people that need help all the time

- Avoiding things

- We have all been trying really hard

- Good guy/bad guy and letting people go

- Fitting virtues to the jobs that they can do

- Efficiency

- 1 person can manage 5 or less people

- Are our people remote or local

- Going over some possible structure options

- Getting the managers setup

- Being able to crisscross over departments (some flexibility)

- Each department does their own R&D

- Able to switch things up (bring new life)

- We have so much stuff that our clients could use but we don't do the client retention stuff (gift cards, loyalty points, new carts, etc.)

- Each department could use a programmer

- On purpose, rotate people around

- Bare bones - What do we need, right this minute?

 
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Shop 10828 Recording Notes 1/22/2024  

Phone call with Bryan. Going over things and making plans for tomorrow. Emails and then recording notes and doing some prep work. Recorded some issues in our known issue file.

 
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Shop 10827 Chatting with Aspen 1/22/2024  

I've been stewing over some things for the past few days dealing with how to help structure the adilas company structure. My daughter came home from being up at the college for classes and I was asking her some questions as she had a snack.

I was asking her, what would you do if you had a situation like... (fill in the blank) and just started asking her questions. It took a bit of prep work but once we got on the same page, it was kinda insightful. Here are a couple of my notes:

- Talking about company structure - it's not a challenge of leadership skills - it is more of a question about use of resources, time, and who is managing certain aspects.

- If certain things aren't being done, who do we get to fill in the gaps? We may need a leader and a helper (fill in the gap person).

- Certain roles are just too much for one person.

- Time management

- Burnout

- Dedicated people to help in certain places

- Employees - possible trauma or bad experiences

- Everybody has too much or too many roles and expectations

- Investing in mental health and wellness for our team and crew by getting someone to help with certain roles

 
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Shop 10815 Meeting with Cory 1/22/2024  

Going over new reports and who is going to work on those reports (assignments out to developers for certain projects). We talked about coming up with a solution to our bad data issue that we were going over this morning (a corp on data 10 from over 1.5 years ago). We came up with two possible solutions. We are going to be running a limited number of records through on a testing server. We will then go in and manipulate the testing data to simulate the bad data that we found. We will then figure out how to fix that data and make it correct and/or correctable.

Sharing info with Cory and Shari O. on some ideas for changing our main company structure. I referred them to some documents and brainstorming sessions from last week (1/15/24 to 1/20/24). Shari O. was really emphasizing the need for open communication between key players. We have been having some issues with communication channels.

 
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Shop 10814 Meeting with Kelly and Cory 1/22/2024  

Meeting with Kelly and Cory and Shari O. over a Zoom meeting. The main goal of the meeting was to look at some bad data for a client on data 10. We can't make it happen again, it was data from well over 1.5 years ago, and everything since then has been good. I'm just being silly, but it was a bit of a beat-up drill and a brow lashing of sorts. The good thing is we found the issue (limited number of bad records). At least we have a starting point to work from. We do not have a plan yet but that will come.

I was pitching the idea of a known issues report. Instead of just showing data (normal reports), we could actually look for bad data or errors in our code or data mismatches. That would be a small level of AI (artificial intelligence) on the reporting side. Imagine a report that said... check this and that... these things are known to be off the rails. That would be super cool. Side note, we actually started a known issues report way back (3/11/09)... at least listing out known areas that might have trouble. We just haven't been able to get around to building out that report. The actual report is in our code at this location... (top_secret/secure/known_issues.cfm). It has a huge list of possible problem areas, date mismatches, flow problems (something happened out of order or out of normal flow), and id/relationship possible problems.

As soon as we get a chance, it would be super cool to help uncover these and other possible problems and issues. Kelly had the idea of working backwards to help find the errors and exceptions.

One big take away, and something that we want to keep in mind for fracture (adilas lite) are these key pillars... We track money, inventory, finances, and full histories (Kelly was saying that those pieces are huge keys to what makes adilas awesome).

 
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Shop 10826 Recording Notes 1/20/2024  

Recording notes from earlier in the week. See notes in the shop for 1/17/24 to 1/20/24.

 
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Shop 10825 Recording Notes 1/19/2024  

Recording notes and finishing up entries from 1/16/24.

 
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Shop 10796 Meeting with Hamid 1/18/2024  

Training session with Hamid. He showed me some progress on his bootstrap training and then we jumped into an Adobe ColdFusion training session. Nothing too fancy, working on forms, URL's, variables, and simple if statements. I showed Hamid a little bit about XSS (cross site scripting) and how to help prevent that type of thing (web security for URL's and form values). Fun session.

 
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Shop 10824 Recording Notes 1/18/2024  

Recording notes. Then going over the sounding board doc from Shannon and I, from a couple of days ago. See elements of time # 10777 for details and a copy of the document (both original and modified version).

 
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Shop 10823 Planning with Bryan 1/18/2024  

Planning meeting with Bryan. Going over progress on the tie-in between elements of time and PO's. We decided to broaden it out to allow any of the 12 main players to tie directly into elements of time. We are harnessing code from flex grid tie-ins, linking main id's and app types. Good stuff.

He is going to create a function that will populate any dynamic link between any of the main 12 players. We already have code in place, but it is hardcoded (embedded into one or more pages). The new function will take an app type id (one of the 12 players) and a main id. It will then generate all of the code and verbiage to make that dynamic hyper link.

 
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Shop 10774 Meeting with Shannon 1/18/2024  

Meeting with Shannon to go over ideas for the adilas company structure. We spent the whole time putting together a two-page proposal on where we would like to go with the adilas team, an admin advisory board, and four internal departments. See attached.

We got some of our info from element of time id # 2284 inside of adilas. These were notes from Brandon and Alan as they were doing some brainstorming. Basically, Shannon and I took some of that and put together the small proposal. It still needs a little bit of work but has a good flavor, in my opinion.

 
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Shop 10818 Client meeting 1/18/2024  

Debugging the add/edit customers page with Cory. Jumped on a client meeting with Wayne, Steve, Cory, and the clients (a few different people). They, this other 3rd party solution was wanting some custom ecommerce (menu) type stuff. Including a new sub domain pointer, ability to inject meta data, and customer headers on existing ecommerce pages and websites. The whole thing is for more or better SEO (search engine optimization).

Wayne did a great job explaining what we do and how we do it. He also mentioned full take overs on ecommerce pages and ways to interject custom code without rewriting everything. I thought that he did a great job. Good stuff!

 
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Shop 10798 Meeting witih Russell 1/17/2024  

Work and continuing education session with Russell. Quote from Russell, "Design Determines Functionality". We were talking about how design (web or interface design) can sometimes make or force certain backend functionality based on those designs and how things look and act.

We were working on some AJAX training. Today we spent time populating the drill-down data lists and appending that data to the current code. Started working on the infinite scroll functionality. This is where you pull in records (limited record set), as you scroll, you pull in more records (pull in next set of records), up to a certain point. We didn't quite finish it, we will circle back around next week. Good conversations and good learning session.

 
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Shop 10822 Working with Eric 1/17/2024  

Jumped on a meeting with Eric. Debugging some code and running some tests for stock/units and wholesale carts for his tip project. As we were working, it was amazing how many places (code pages) that this little project hit. Over 48 pages that needed changes. That is just adding tips to invoices. Cause and effect to statements, deposits, accounts receivable, accounts payable, balance sheets, tons of different invoice versions (pdf, mini, printable, add/edit pages), reports, searches, logic, etc.

Lots of moving parts.

 
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Shop 10816 Meeting with Steve 1/17/2024  

Meeting with Steve. We started out talking about some projects for one of the developers and what is still hanging out there. Will is working on a three-page website, bi-directional messaging out in ecommerce, and a new specific ecommerce shopping cart.

We, Steve and I, went over some things that Shannon and I were talking about yesterday (1/16/24). We had some great back and forth pitching ideas and being pitched to. That was fun. Pros and cons, ideas, internal struggles, laws of business, etc. We know that most of our clients are looking for ways to be more efficient or looking for features that help them with efficiency.

We got into talking about how difficult sales are in real life. You have to jump through a lot of hoops.

This might sound silly, but we talked about how many times we have to have virtual little talks with ourselves - should I, yes, no, shouldn't I do this or that, yes, no, etc. It's not all cut and dry. We have to daily keep pushing the ball down the road.

As part of our conversation, we have decided that one of our biggest goals is to figure out our company structure and really make some plans there. That is huge, for us.

Towards the end of the meeting, Steve had some code questions. We got him figured out and going in the right direction. Good conversation and making progress. I think the fact that we are acknowledging that we need a bit more structure is huge for adilas. I'm excited to see where everything goes.

 
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Shop 10821 Recording Notes 1/16/2024  

Emails and recording notes for the day (1/16/24). Lots of good break throughs for me today. See notes for date listed.

 
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Shop 10777 Meeting with Shannon 1/16/2024  

Our original plan was to work more on the SWOT analysis today. It ended up being a sounding board session. I was talking and telling Shannon what was going on and she was recording notes. See attached. Lots of fun ideas and concepts. It does repeat itself a lot but overall, great little brainstorming session. The cool thing is that we have some great take aways from our session. Here are just a couple. See the notes for deeper thoughts and ideas.

- AI (artificial intelligence) - Trends and observations

- Who? - Lots of talk about who will oversee and manage what

- Plans

- Marketing - Ideas including being able to cover over 85% of any business. Also some great ideas on marketing adilas' AI (artificial intelligence) aspects

- Company Structure - We really want to nail this down

- Value Add-On Core Model - Industry specific skins and quick aggregates (counts, sums, totals, etc.)

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New note - added on 1/19/24 - see attached for a new or updated version of our sounding board notes. Small edits and tweaks made by Brandon, after the fact. See attached.

 
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Shop 10806 Meeting with Alan 1/16/2024  

Meeting with Alan. It's been a while since we have met. We started out doing a little bit of catch-up. We were talking about direction and goals. It feels like we are sort of scattered and don't have a focus. Alan and I are planning to meet to start working on small goals and projects at least once a week. I was mostly talking and drawing (on the screen) and Alan was chiming in and giving feedback. Here are a few things that I remember - I should have written other topics down as we talked about them.

- What are our main goals? Lots of time spent here hashing over things and lightly stating some of our goals.

- How big do we want to get? How big are we? Are we the right size or do we need to grow or shrink?

- Efficiency - pros and cons to that. Not everything is done purely on efficiency and that's ok, if there is a reason for that. We would love to be more efficient but that is not the total main goal. It will be a mix.

- We need a plan!

- Sometimes we bite off more than we can chew or take on too much. We need to break things into smaller pieces. Basically, get some things across the finish line, even if they are small. That's better than trying to take on a huge monster/elephant and not getting any of it across the finish line.

- We have 10 or so projects that are half baked (or some percentage done but not fully completed). Maybe Alan and I can circle back around and work on some of those projects together as a small team. Just an idea. Maybe plan a day or a time and then chip away at those things. Currently, we are all working on our own or individual projects.

- Talks about teams and sprints, vs individuals and solo projects.

- Cycles and phases - We tend to build up, then have to trim down when things are tight due to a money crunch or money crunches (plural). We recover for a bit and then tend to build up again. We then repeat the cycle. It seems to be a reoccurring theme.

- We are a general business tool. That's who we are. We then try to get too specific and that kills us. We spent time and resources trying to tweak things out for a single client. We have spent tons here, virtually chasing little rabbits. Just being silly, but an old proverb says... A fox who chases two rabbits catches neither. What about a fox who chases 10 rabbits? Just being silly!

- Looking into our goals and direction - where do we see ourselves in 5 years, 10 years, 2 years, 1 year? Really taking stock of what we are doing and where we are heading.

Great little meeting. We are going to meet next week and push on setting some goals and defining our direction. Then chip away at that. I'm excited to see where things go.

 
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Shop 10810 Client meeting - API questions 1/15/2024  

Meeting with Mike from Cannapages (3rd party vendor) to see what they were missing on the API endpoint side of things. We found two main attribute lists (parent attributes and sub inventory attributes) that were missing. They can look-up the data and values, but they were missing the master list of what to loop over. We built a quick couple of pages (web forms) and pushed them up to data 7. We will build out the API sockets that go with these. That takes more time. This was just a quick band-aid. They should be good to go for tonight.

 
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Shop 10812 Research 1/15/2024  

Research on cfmodule and custom tags inside of Adobe ColdFusion. Looking over Will's new code and pages. Checking into how he is building out a custom modal popup window using custom tags. Good code reuse.

 
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Shop 10807 planning 1/15/2024  

Working on some project planning with Bryan for phase one of connecting the PO's (purchase orders) to elements of time. Going over ideas and touching pages where new code and changes are needed. Bryan was taking notes. We went through the pages, the display options, the database fields, and even some code samples. This was all done with showing screens, talking about things, and Bryan taking some notes. This is phase one, adding a good landing spot to connect the two main players together (PO's and EOT's). Once we have this done and stable, we'll circle back around and do phase two, where we automate things from the PO side to the elements of time side. One thing at a time.

 
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Shop 10811 Emails and Recording Notes 1/15/2024  

Emails and recording notes.

 
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Shop 10809 Phone call with Steve 1/15/2024  

Phone call with Steve. Talking about plans, where we are heading, options, sales, developers, and other staffing areas. We covered a bunch of topics. Here is a quick list of topics.

- AI (artificial intelligence) and what that look like in our industry. We talked about trends that we are seeing and speed to market that other companies are gaining from on their products. This seems like it (AI) is here to stay and really making some waves. It will be interesting to see how it all plays out. In my mind, I think that AI will be used as a tool, not a complete takeover option. That is just my opinion.

- External Reps and how to help manage them and their clients. If we try to support them using our internal people, we get in trouble. But at some point, the external reps will get maxed out and can't help all of the clients. It can get tricky.

- Developers (coders) and who is doing what. We have a number of projects that are 3/4 baked but not yet finished. That makes it really tough to hang your hat on those things. We get super far along, but it becomes hard to really get it across the finish line. We have a number of these projects. Some of deals with testing, dependencies, and rollout/integration plans. Other times we get to a certain point and funding runs out or whatever. We just need to get these things over that virtual hump. Some good stuff to still come down the pipeline.

- Sales, investments, cash flow, and where we are heading - bouncing between topics and just generally doing some catch up. We have a bigger client that was waving some big carrots but hasn't paid us anything. We did tons of work for them and when it came down to us actually giving them a bill, they wont pay it. That is rough and tough... Some lessons learned.

Good chat! We'll keep trying to figure things out and just keep taking the next step. That's about all we can do right now.

 
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Shop 10808 Code review 1/15/2024  

Looking at Will's pull request for the payee receipt search changes. Made a few changes and pushed up the code changes to the branch on the code repo.

 
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Shop 10793 Meeting with Cory 1/15/2024  

Meeting with Cory and Shari O. to go over projects and questions. Shari O. had a request for being able to sell stock/units and special fees and presets (pack or specific fees or collected values for each sale). We currently allow for 5 preset items to go along with the sale of a stock/unit. She was requesting 10 (increase it by 5). We talked about options, and I gave them a rough quote what I thought it would take. If the client was tech savvy enough, they could recipes. That is unlimited and could be easily configured to add multiple (unlimited) items to a sale (into the shopping cart) from a single button or click. Anyways, just a free option that already exists.

We spent some time talking about payroll and the need for other states, more HR (human resources) options, and deeper payroll/HR functionality. That would be awesome, and we'd love to add that in. It just depends on who is paying for it.

The other main topic was going over some new reports that have been requested. Both for sub inventory and more accounting level stuff.

 
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Shop 10805 Recording Notes 1/13/2024  

Recording notes from the last couple of days 1/11/24 to 1/13/24. Other little odds and ends.

 
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Shop 10804 Phone call with Alan 1/13/2024  

Catch-up phone call with Alan. We talked about the current projects that we are on. We also setup a time to get back together to talk about ship B stuff. We are going to meet once a week to get things back on track. We got busy over the holidays and what not. Good phone call.

 
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Shop 10803 Working with Bryan 1/12/2024  

Merged in some code for Bryan and pushed it up to all servers. Had to resolve a merge conflict with the files. We then jumped on the phone and spent some time talking and verbally planning a project that will require PO's to be connected to elements of time (new relationship) for manufacturing and delivery stuff. We went over a number of things and talked through some of the new pieces. There are still some unknowns, we'll have to circle back around to figure those out. For now, Bryan has enough to get started.

 
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Shop 10802 Internal tech support 1/11/2024  

Emails and light tech support for Cory. She needed some backend database values for a client who is using the API to do sub inventory reports. Reaching out to Alan to setup a time to meet and chat. He had reached out to me.

 
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Shop 10775 Meeting with Shannon 1/11/2024  

Good work session with Shannon. We spent a bunch of time working on the SWOT analysis and recording notes in the opportunities section. There really are so many great opportunities. We also spent some time going over MVP (minimal viable product, plan, person, etc.) as well as MVT (minimal viable team). Lots of prep work on the plan and how everything needs to come together. We often want to just start on the new code because it is shinny... however, we have to get in some of the other key pieces and projects if we really want it to go somewhere. See attached for where we are working.

 
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Shop 10801 Reviewing Notes 1/11/2024  

Recording notes from the Rezzimax conference back in September. See EOT # 10257 in the shop. Some great stuff and fun observations. Also did some review of the notes that I already had written down. I've got a couple more pages, from my notebook, to record.

 
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Shop 10790 Review video and work with Cory 1/10/2024  

Three different meetings. First, I jumped on a meeting with Eric to look over some tip stuff. We ran an update on data 11. We also looked at a CFC (code and database queries) and I made some suggestions. Something was erroring out with invoices and combined tip amounts.

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Met with Cory for a bit to go over a new quote for Kelly. She really wants a new report format for both the balance sheet and the P&L (income statement). Her end goal is to get us closer to a consolidated report that she could mix and blend corporations and financials. She is calling it a chart of accounts report. That's kinda what it is, but we'll just go with it for now. We went over a video that Cory and Kelly recorded a few days ago. I took some notes. It was a pretty good video and really explained well what she was looking for. Her main goal was visibility and exportability.

Here are my notes: The video does a great job but Cory has that.

- kelly wants all existing columns in a full grid...

- combined view system generated and user-maintained items

- going clear back to the top level groupings

- they want to see destination, groupings, types, accounts, etc.

- visibility

- all three parts (bsi, p&l, expense types, deposit types, bsi types)

- destination, category, group, sub group, account/type (item name), system generated or user-maintained, drill-down - show everything

- they want chart of account numbers

- need balance sheet numbers

- show active and inactive

- show sort order

- working toward a consolidated report - multi corp - enterprise

- corp id and corp name

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At the end of the day, I was helping Bryan with some code. He needed something merged and pushed up to a server. We did and then tested. We ended up rolling it back. He will look deeper and we'll push it up later on. It was for a custom report and needed to be tested with actual live data.

 
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Shop 10770 Meeting witih Russell 1/10/2024  

Meeting with Russell and doing some training on using AJAX and JQuery. Working on playing with AJAX and coding the JavaScript to show the results. Our mini mock-up shows a list of banks. When you click a bank, it shows the deposit count and the deposit grand total. We ended the day working on also showing a list of 10 items and then helping it pull and format that data. Just playing and doing some continuing education training.

 
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Shop 10797 Emails 1/10/2024  

Going over emails. There were a couple different chains that needed some help and loving. One was a chain dealing with one company's data and sub inventory reporting. The other was an email chain about elements of time and online scheduling functionality. I spent quite a bit of time there. I reviewed a video, took some notes, recorded some notes on element of time # 2249 inside of adilas. I then tied element of time # 2249 (progress on some of the time settings and online scheduling) to the original campground GUI interface document (element of time # 1532). I also uploaded an email with tons of good feedback, ideas, and even a requirements list for what a client/user said that it would take to get adilas up and fully competitive in the campground and hospitality industry. Really good stuff.

 
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Shop 10788 Meeting with Hamid 1/9/2024  

We jumped on a GoToMeeting session and went over some Bootstrap stuff. Hamid has been playing with some themes and templates. We got into some debugging and making sure that we had all of the supporting files and folders for the themes. We also did a little bit of work on hex colors and playing with CSS code and debugging within the browser inspect screens. Small work session on playing with Bootstrap templates and themes. Good session.

 
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Shop 10795 Meeting with Bryan 1/9/2024  

Going over plans and research with Bryan. He would like to work on a new horizontal time view page. Instead of having people down the sides and times across the top (what we currently have), he would like to run locations down the side and days or dates across the top. Sounds great. We have some other ideas on elements of time # 8004 for more ideas on horizontal and vertical time or date views.

We also went over some feedback from Kelly and Cory on a report that was showing some data errors for sub inventory. Recording notes.

 
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Shop 10794 Phone call with Steve 1/9/2024  

Phone call with Steve. We were going over the state of things and talking about projects, plans, and what is going on. We spent quite a bit of time diving in deep on the datasource project. It has also been called world building and the bus to motorcycle project. Basically, we have a database that has a number of different corporations on it. Each main web server is linked with a single database server. We have duplicated this over time and have close to 20 pairs (40 servers) doing this right now. What we like to do is split up each corporation to have it's own database. We could then move them more easily once they are decoupled from the other corporations. Queries should run faster, we could monitory sizes (database storage) easier, and move things around as needed. We were talking about what that would look like and how we could go about doing that. We both seemed to be on the same page as to where we are going.

The other major topic was dealing with elements of time and what they can do and how they interact with other pieces of the application. We just made a quote for connecting elements of time (EOT's) to PO's (purchase orders). Steve is working on a project that connects expense/receipts (E/R's) with elements of time. Some of that is already done, he is just tweaking it out a little bit. We talked about simple project time clocks, virtual mini P&L (profit and loss) statements per element of time, and other tie-in connections. That's awesome, and that's what we made elements of time for. We wanted a business calendar, not just a simple calendar.

Steve is working on a page that will allow a user to clock in/out for payroll and also tie those values to sub dates and times for projects. Both payroll and project time clocks from the same entry. Fun stuff.

Lastly, we briefly talked about funding and sales. Mostly cash flow type stuff. Always a something going on.

 
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Shop 10778 Meeting with Shannon 1/9/2024  

Great meeting with Shannon. Working on the opportunities section of the SWOT analysis. Lots of good topics today. We were going over outside usage of our systems, API sockets, wish lists, industry specific skins, white labels, and tons of talk about marketing and plans. See attached for where we are working.

 
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Shop 10792 General 1/9/2024  

Paying bills, emails, and recording notes (1/8/24).

 
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Shop 10786 Meeting with Cannapages to review API connections 1/8/2024  

Note form Cory about what the meeting was going to be about: Cannapages has been trying to connect to Leafly through our API. We have opened up two API's for them but they are still having issues. Steve suggested a quick meeting with you to help facilitate this.

Here are my notes from the call, conversation, and meeting:

- They, the Cannapages guys, are super into their own vertical. They had some deep questions about things that are very specific to their industry. We use a very general or generic tool that has lots of dynamics. That works great for our clients as they are able to setup whatever key datapoints that they need. That is not very good if you are trying to standardize things and play with economy of scale (lots of people doing the same thing). There is a need for things to be standardized.

- Lots of talk about setting standards for certain 3rd party solutions and integrations. We can allow our users to set them up or we could automate things and either lead them through a valid setup and/or force them to use certain attributes and flows. If things are more standard, it just helps downstream flow and data transfer and sharing. Basically, a way to get normalized data for a specific integration and/or 3rd party solution.

- Our developers have full access to the whole adilas database. Some of the outside developers have to use API sockets and connections to open up specific endpoints. That is great and all but can be very frustrating, if they don't know which endpoints to use (virtual windows and doors into the data and records). Lots of talk about documentation and ease of use, from an outside developer's point of view.

- What is the best or biggest value for our customers or for the people using it? Some of our customers are real clients and some are outside developers. Keep those different parties in mind when developing. They have different needs.

- There are costs to do industry specific hook-ups. There needs to be a plan, settings, requirements, and set standards per integration. Otherwise, the outside developers feel like they are chasing their tails.

- Making things human readable... Many of our API sockets (backend developer endpoints through the API) are coded to id numbers or techy look-ups. Some of these outside developers really want an easy way to get at the data (plain English vs techy id look-ups). We spent some time talking about building different attribute look-ups based on text or names vs id or control number stuff. That led to talks about requirements, possible mapping options, and making settings that help with setup and automation. Otherwise, there are too many variables.

- This 3rd party needs lots of specific and categorized data (called meta data). We talked a lot about meta publishing data and being able to construct the names and associated data values. We need to put the data in the correct columns and in the correct format (standards). That makes it easier for filtering and matching things. Eventually, things will get parsed or broken up into smaller and smaller parts and pieces. This allows for things to be tagged and flagged as certain things. Once again, getting clear down to the meta data level.

- They gave us a few wish lists for the existing API. Cory took some notes there. Basically, was to standardize things and make it go and flow faster for them.

- I didn't know this, but the Cannapages guys are actually building a standalone side project to help some of our clients. Imagine something like this... a bulk tool that takes raw inventory data from adilas, strips out what they need (for their industry), standardizes it, allows for bulk edits and classifications, and then takes the new data (in bulk) and adds it to their database. They then serve up that modified data to an outside 3rd party that does or has a key industry specific website and data filtration process. I didn't really know what they were doing until this meeting. We are not even as close to industry specific as these guys are. It's basically a 3rd party bulk tool to provide data to another 3rd party. Kinda interesting.

- The last major topic was data and views. We have data (what is needed and recorded) and views (what it looks like) for multiple different parties. We have to have views and data for employee/users, data and views for state compliance agencies, and data and views for outside or normal customers, clients, and patients. That's a lot of different data and possible views (what it looks like). All of that, based off of stored data that got stored and entered into the system. Pretty high requirements.

- Some of the above notes may apply to our future fracture and adilas lite build outs. Whether it is dealing with different views, industry specific skins, normalizing data, and making the API sockets and endpoints easier to use and consume (plain English vs techy id/number stuff). Lots of good lessons being learned by being in the trenches.

 
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Shop 10785 Meeting with Cory 1/8/2024  

Meeting with Cory and Shari O. on projects. We went over some yearend documents and forms and progress there. We spent quite a bit of time on some new quotes. One was a revamp on a prior quote. We added in some new requirements and needs for histories for flex attributes. Randomly enough, there were other requests for other hidden history records and reports. Some of our clients want us to watch almost every single place and record histories (some visual to the users and some that are hidden and only seen by administrators). I thought that was very interesting and something that we need to be on top of for fracture and adilas lite.

One of the places that they want us to watch was settings and who turns things on/off (like a gram controller for the shopping cart) and other setting changes. We also went over more requests to tie things to elements of time (like PO's and E/R's). We have some clients that are using elements of time for help with production runs and delivery options. Interesting what people need.

The last quote that we worked on was for a better or more standard report or export for the balance sheet, P&L (income statement), and general chart of accounts (deposit types and expense types and balance sheet types). The requests was for a report that showed each segment in a nice grid like fashion. On some of the existing reports, the values are all there, they are just hyphenated, the request was to break each data piece down and export it in a simplified grid, no other formatting. I think that the end goal is to pull it into Microsoft Excel and do some tweaking of the data and values there. Just guessing.

The last thing that I wanted to say was put in another plug for better aggregated data to help provide some better speed and business intelligence (BI). We have this planned as part of the fracture and adilas lite project, it just takes time and resources to get there. There is a whole project called the adilas value add-on core model where we will be working on these layers over and on top of the transactional core. Just for fun, here is a link with other references to the adilas value add-on core model.

 
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Shop 10787 Debugging with Bryan 1/8/2024  

Research and checking into some possible bad data on data 10 for a client. Tons and tons of testing and writing queries against the database. We found 25 records from back in 2022 that had some bad data. Not sure how it got there, but we found it. Bryan is going to email the client and rep to get more information and possible answers. It took a while to find the bad data among hundreds of thousands of records. I have a full page of notes and queries to show our findings if needed.

 
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Shop 10789 Meetings and phone calls 1/4/2024  

Meeting with Bryan to go over reports and small discrepancies in some of the numbers. Steve jumped on the GoToMeeting for half an hour and had some questions about the horizontal time view, report options, and timeclock questions. He has a client that wants to do perfect job costing using elements of time and project timeclocks.

After Steve was done, Bryan and I jumped back in and did more testing, smaller queries, checking datasets, and even going line by line over hundreds of records to look for possible problems and inconsistencies. We got pretty deep. I've got some notes and samples that we were running. We found a few of the values and decided to re-hit it again on Monday, with fresh eyes and minds.

 
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Shop 10764 Meeting with Shannon 1/4/2024  

Working with Shannon on the SWOT analysis. We are still going through the section on opportunities. So many options and opportunities. That is really cool. Sometimes we forget about all of the potential because we are so busy trying to fix the next little thing. See attached for our progress. Today we were going over opportunities dealing with marketing the system, offering more services, funding options, and API sockets and opening things up for all kinds of hybrid type apps and systems. Cool stuff. See attached.

 
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Shop 10772 Recording Notes 1/3/2024  

Merging in and pushing up new tax forms for the 1096 forms. Recording notes from the day.

 
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Shop 10771 Payroll updates 1/3/2024  

Working on the payroll and yearend forms for tax year 2023. Spent quite a bit of time working on the new form 1096. This is just a data overlay (on top of a preprinted and red magnetic ink form). Lots of printing, testing, and micro tweaks to get the form fields to line up. The 1096 has a bunch of little checkboxes that have to be in the correct spots. Finished things up and pushed up code.

 
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Shop 10769 Meeting with Russell 1/3/2024  

Meeting with Russell. We spent some time doing some training on JQuery and AJAX type interactions. We were building a small report that shows a list of banks. When you click on the banks, we are going to pull up the deposit counts and total deposit dollar value. We will eventually also pull up the last 10 deposits and then show more as you scroll down (continues data feed, based on page scroll position).

Testing and debugging on the fly. Slowly building the pages up. My sample files are in the extras folder on my local box.

 
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Shop 10765 Meeting with Shannon 1/3/2024  

Nice work session with Shannon. We were working on the SWOT analysis report and document. We are currently working in the opportunities section. Spent time talking about recording notes for the sections on pricing, getting outside funding, and marketing ideas. See attached for our progress. It's still pretty rough, but making progress. Our current goal is to capture the ideas, flavor, and concepts. We'll refine it later on.

 
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Shop 10768 Payroll updates 1/3/2024  

Emails and then back on printable 1099's and red data overlay forms. Texting back and forth with Steve, Cory, and Shari O. about 1099 tax forms. Came up with a plan. Phone call with Will to help him with some questions on options for uploading images for customer websites. On the 1099's, we decided to not do the red magnetic ink forms this year. We pointed the users to file those online. We only have the printable black and white W-2's and 1099's on our site this year.

 
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Shop 10767 Yearend payroll stuff 1/2/2024  

Recording notes and then on to more 1099 forms and stuff for yearend payroll updates. Made some JavaScript changes and pushed up new code to populate the 1099-NEC and 1099-INT forms. Just the black and white versions at this point. Still need to go back and do the data overlays and the red forms.

 
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Shop 10755 check code 1/2/2024  

Meeting with Bryan to go over some new code for a limited printable quote page. This is similar to a packing list and only has basic quote information, checkboxes per line, and quantities. No amounts, taxes, or costs. Just lines, quantities, and checkboxes. We already have something similar for invoices, just not for quotes. We did some light debugging and then merged in code and pushed it up to data 0 for testing.

 
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Shop 10748 Meeting with Cory 1/2/2024  

Meeting with Shari O. and Cory. Going over plans and priorities. We talked about yearend stuff for payroll and 1099's. I'll be working on that here this week. We also talked about a quote that a client would like. It's joining PO's, flex attributes, and elements of time. We watched a 15-minute video that Cory and Kelly made with the requirements and requests. We may modify it a bit, but it looks like a good project. This one has more of a manufacturing type flavor to it.

 
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Shop 10766 payroll updates 1/1/2024  

Running an annual payroll update for tax withholding tables. Ran the update on each server. This is a prep step. We still have to go back through and add real numbers but it at least lets it keep going until we get that next step done. We have to do this every year.

 
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Shop 10756 Yearend payroll stuff 12/30/2023  

Working on yearend payroll updates and changes. Spent time working on the prep page for 1099 forms. Ended up doing some major clean-up and removed over 2,000+ lines of older code for tax years 2012-2021. Added new code for the 1099-MISC for 2023. We still have to add a few other forms. They are prepped but still need to be added and tested. I'll work on that on Monday. Pushed up what I had that was done. Making progress.

Also went to the IRS website and saw that they have released the new tables and formulas for tax year 2024. We never know when they will get those new documents and numbers pushed out to the public. One of the variables that we deal with.

 
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Shop 10754 Yearend payroll stuff 12/26/2023  

Working on the new 1099 forms for yearend payroll stuff for 2023. Finished up the 1099-INT (interest) form. Also worked on some new instructions and going through the prep page for populating the 1099 forms. There are three 1099 forms that we do each year. They are 1099-MISC, 1099-NEC, and 1099-INT. Pushed up progress to my local coding branch.

 
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Shop 10753 Working on yearend payroll updates 12/23/2023  

Emails, paying bills, and filing an annual report for Adilas, LLC. Recording notes.

Jumped back into the yearend payroll updates and working on the 1099 forms. Working on the new 2023 1099-NEC form for non-employee compensation.

 
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Shop 10752 Phone calls 12/23/2023  

Random start to the morning. I was planning on doing some yearend payroll updates. I ended up doing about 2.5 hours of phone calls instead. Emails and then a quick phone call with Calvin Chipman. He was trying to help a client with some changes to an inventory API socket for custom labels.

I then got a phone call from Steve. We were chatting for over an hour. Good update on where things are at, current projects, upcoming projects, sales, networking connections, update on ship A and ship B (current adilas vs fracture or adilas lite). I told Steve that we have gathered tons of information and notes. We are now formatting things and trying to make that information get into a presentable version and format. We have tons and tons of the main things researched and prepped. Anyways, that will continue to unfold as we roll into 2024. Great phone call. We also talked about developers and clients.

After talking on the phone with Steve, I got on a call with Bryan. He had some questions on where we are going with certain projects and looking for direction. Jumped back on a call with Calvin and we did some testing and debugging on the API socket calls. We ended up on the phone for over 45 minutes. Testing and looking at things on data 4 for the client. Emails back and forth with info.

 
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Shop 10751 Working on yearend payroll updates 12/21/2023  

Emails and then jumping back on the yearend payroll updates. Working on 1099's. We have to do three different versions of the 1099 form. We have to do 1099-Misc (miscellaneous), 1099-NEC (non-employee compensation), and 1099-Int (interest).

Got a quick phone call from Bryan asking for direction on the next steps and next projects. Pointed him to elements of time and new settings that we wanted to work on - See element of time # 8004 in the shop. Also, we have a need to help write some code to help with syncing up certain tables between servers. We could automate a lot of that stuff. Currently, if we sync up database tables, we have to log into 20 different serves and pull down master files or database records. We could really speed that up by doing a push on asynchronous type actions and even automating the submission or pushing from the main server out to other satellite servers. We could also gain a lot by adding in a last modified date on the different tables. That could limit the size of our data requests and make things faster.

Phone call with Eric to go over credit card checkout processes and need for some new settings with multiple devices and multiple locations. We talked through a number of scenarios and Eric is going to formulate a plan and pitch it back to us. It sounded good, what I heard. We'll go from there.

 
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Shop 10692 Working with Shannon 12/21/2023  

Work session with Shannon. Going over ideas on pricings, marketing, and perceptions (high and low) for our products. See attached for where we are working. Just trying to get some scratch ideas down on paper. Working on the opportunities section of the SWOT analysis document.

 
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Shop 10750 Working on yearend payroll updates 12/20/2023  

Recording notes and then jumping back on the yearend payroll updates. Met with Bryan to look at some code. Pushed up a new API socket to help with pulling customer info based on a last date modified. Then back on to the payroll updates. Pushed up the 2023 W-2's and sent a message to Shari O. and Cory.

 
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Shop 10747 Touching base with Eric 12/20/2023  

Reviewing code with Eric on his tip collection branch. Making plans. We rolled out a small invoice homepage fix.

 
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Shop 10690 Working with Shannon 12/20/2023  

Great work session with Shannon. We are working on the opportunities section of the SWOT analysis. There is so much potential in what we are trying to do. We just need to get there. We spent a lot of time talking about goals and where we are headed. See attached for our progress.

 
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Shop 10745 Merge tip code 12/20/2023  

Work session with Eric. We ran some new database updates on all servers. We then jumped into a small code review session. We also talked about being able to add tips to multi-payments (one payment for multiple invoices) and payments that are made after the fact.

 
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Shop 10749 Working on projects 12/20/2023  

Sent out some email updates to both Shari O. and Cory with some changes that they had requested. I then got back on the yearend payroll updates and changes. Working on some JavaScript changes to help with some settings that were added (form fields that will either be on the page or hidden - not there). Making sure that the functions work with all scenarios.

 
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Shop 10746 General 12/19/2023  

A number of different and random things. Emails, recording notes, code review for Will, providing feedback and suggestions, custom email addresses requested by both Shari O. and Cory for clients and new adilas internal users. Quick meeting with Bryan. Merged in some code and pushed things up for testing. Updating the 517 Blake Street address with the new PO Box 852. Changed out personal phone numbers for Steve and I with the main adilas tech support number 720.740.3076. Changed tons of files. Merged in new changes. They should auto rollout tomorrow morning with the other new code from today.

 
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Shop 10742 Code review with Eric 12/18/2023  

Quick touch base with Eric. We setup a time to re-meet on Wednesday. Small code review session.

 
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Shop 10744 Recording Notes 12/18/2023  

Recording notes from 12/14 to 12/18.

 
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Shop 10743 Code review with Bryan 12/18/2023  

Code review session with Bryan. Going over code with the sub super invoice line items report. Bryan took an old report and was adding in some auto CSV code creation logic. Merged in some code, pushed up changes, and did some testing. We had to make a small tweak, but pretty darn close. Good stuff.

 
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Shop 10741 Tip Code Review 12/18/2023  

Small work session with Eric. We were looking at his new code for the tips and collecting and showing tip information. We were pulling down code, running local tests, making small changes, and then retesting. Most of our work today was dealing with changes made to statements and accounts receivable logic. We will meet up later today to do some more work on this project after Eric makes a few more changes.

 
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Shop 10740 Meeting with Cory 12/18/2023  

Jumped on a meeting with Cory and Shari O. Going over yearend payroll stuff and tax forms. We then got into a discussion on average costing and a thing called internal cost corrections (ICC). We have some of our older clients that came on (started using our systems) before we had sub inventory. Some of them are wanting us to add in either average costing options or be able to virtually update the COGS to match-up what has come in/out of the system on a per item basis. The best solution would be to get them to buy into and/or use sub inventory or parent/child inventory. Anyways, we were talking about some options.

 
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Shop 10689 Working with Shannon 12/14/2023  

Nice little work session with Shannon. We were going over and talking about frustrations and pain points. We also talked about what a dis-service it is if you remove all of the hard, negative, or painful things. That, removing those pieces, can actually cause problems because it doesn't give a perfectly clear picture of what is really going on. See attached, working on the SWOT analysis in the end of the weakness section.

 
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Shop 10706 Payroll prep 12/14/2023  

Uploading payroll documents from John Maestas. These were some documents and notes that he had taken about the annual payroll updates and maintenance that we need to do inside of adilas for the next or new year. He took over this project the last few years. Worked on prepping the W-2's for the 2023 tax year.

Found an error on the calculate payroll page. Spent a little bit of time going over the JavaScript functions and fixing some of the local math helpers. As a funny or not so funny side note, there was a bug that has been in there for a couple of months. No one reported it, but one of the local math functions was not working.

Code review for Will on a change to the ecommerce header.

 
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Shop 10720 Getting into yearend payroll stuff 12/13/2023  

Getting back into the yearend payroll project. Reviewing some older documents from John Maestas who did some of the yearend stuff last year. Ended up grabbing new 2023 forms and then rebuilding them to what we need. Worked through the W-2 and started on the 1099-Misc. Work session.

 
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Shop 10719 General 12/13/2023  

Emails, code review, merged and pushed up some code for Bryan. Started looking into some code changes that Chuck had made. Asked him to make a small change and then I'll recheck it again. Recording notes from 12/11 - 12/12.

 
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Shop 10718 Meeting with Will 12/12/2023  

Phone call with Will to go over some new pages. We talked about settings, black box code, and best practices. His new files will end up being out in ecommerce land. Later on, I was doing some code review for Will and he asked me to jump on a Zoom meeting. We jumped on and went over some stuff on his new pages that he is working on.

 
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Shop 10693 Working with Shannon 12/12/2023  

Great work session with Shannon. We were reviewing some entries (still really rough) in the SWOT analysis. We are working on the weakness portion of the analysis. We had some really good talks about expectations (from a developer's point of view vs a customer's point of view). See attached for our progress.

 
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Shop 10714 Meeting with Bryan 12/11/2023  

Doing some bug fixing with Bryan. Working and looking over some joins and filters (SQL - database stuff). Pushed up some files and did some live testing.

 
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Shop 10717 Code review 12/11/2023  

Code review for Will on the history homepage. Sent him some feedback on some observations and choices and small change requests. It's looking pretty good. Phone call with Eric to go over tips and how to show those on statements (summary of invoices, amounts due, and payments made). We talked through a small plan. We'll make a few changes and go from there.

 
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Shop 10715 Meeting with Cory 12/11/2023  

Quick meeting with Shari O. and Cory. Going over priorities and a light overview of where we are heading in the next couple of weeks. We looked at schedules. Checking emails.

 
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Shop 10711 2311 Item Sub Parent report 12/8/2023   clean up issues
 
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Shop 10691 General 12/8/2023  

Various tasks. Looking into Will's pull request for the balance sheet. Made a few small changes and pushed up a small update. Texted Will with some feedback. Bryan wanted me to check on a timeout issue on data 39. Ended up sending Wayne an email with instructions and specifics on the data sync (table copy) stuff.

Spent a little bit of time adding in popup modals for the bulk clear customer loyalty points project. Added a new help file and cascaded it around to all servers. Light clean-up.

 
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Shop 10710 Emails and Recording Notes 12/8/2023  

Paying bills, emails, and recording notes from the past few days (12/6 to 12/7).

 
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Shop 10703 planning 12/7/2023  

Going over an API socket build out and request that Bryan is working on for a client. This one was special. It was a vendor requesting information about another vendor's saved settings. I don't know much about it but it sounds like we are sub-contracting out one vendor to provide another vendor with the data and information that they need. Kinda the Texas two-step. Anyways, Bryan and I were talking about what is needed and requested. The good thing is the data requested is not a security issue. It's pretty simple data. Bryan is going to ask Steve and Cory for more information and insight into this small request. Anyways, going over ideas and options.

 
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Shop 10695 Bridgerland Advisory Committee Meeting 12/7/2023  

Went into town to participate in the Bridgerland advisory committee meeting for web and software development. They fed us lunch and we took a survey and then talked about where they are heading with their classes. I tried to participate and help where possible. Good meeting.

 
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Shop 10708 Code review 12/6/2023  

Code review for Will. He is working on the iText and QR codes. He sent me a couple of pull requests to check out. Pulled his branch, looked around, took down some notes, and sent him some feedback.

 
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Shop 10698 check and push code 12/6/2023  

Reviewing code for a 3rd party API socket with Bryan. Small name change to the main function and API socket name. We added some new links to the API videos and help file. Got deeper into some code review on the actual API socket. Pushed up the code to test on data 0. Small micro changes as needed.

 
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Shop 10699 Tip Integetration 12/6/2023  

Recording notes from 12/3/23. Working with Eric on his tip integration project. We were testing locally and talking about options. We are trying to roll this project out in stages. We also talked about opening things up to allow for normal tips, checking for double tips (cash tips vs EMV chip reader tips), etc. We got into carts, restoring quotes, duplicating invoices, printable invoices, statements, and accounts receivable stuff. We also checked some ecommerce stuff. Making progress and found a few things that Eric will fix and we'll retest in a couple of days.

 
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Shop 10694 check and push code 12/4/2023  

Spent some time working with Bryan on his API socket projects. We ended up doing some custom date/time validation stuff. Then we were working on some huge queries and trying to make things as smooth as simple as possible. Sometimes these guys copy and paste from other projects and we end up with tons of extra stuff that we don't need, but that's how it gets built - copy and paste vs totally from scratch.

 
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Shop 10702 Working with the developers 12/4/2023  

Phone calls with both Bryan and Will on database queries and pull requests. Merged in some code for Will and pushed it up to all servers.

 
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Shop 10700 Meeting with Cory 12/4/2023  

Weekly meeting with Cory. We were talking about servers, uptime, downtime, and what went on over the weekend. We had a number of servers down over the weekend due to a system maintenance issue and system migration slowdown from the main data farm (commercial hosting company). We couldn't control it. They were planning a 5 hours outage and it almost tripled. The good things were that not all servers were affected. However, we had a few servers that were down for around 17 hours. We couldn't do anything; it was all on the server side of the equation.

Next, we talked about real costs to get a new company up and fully running on our system. It takes time, money, and dedicated time to really get someone in deep enough to help them stick (stay on the system). Those clients need the support and help to really help that transition happen. At some point, they, our clients, need to see value and/or commit from their side of the fence.

We have done this in a number of ways. We used to use independent consultants. That works pretty good until that main rep or consultant either gets too busy or goes somewhere else (takes a different job). We have also done it internally (our own reps and consultants) and that has been somewhat effective. We can get into trouble if the client needs help and we don't have enough people or resources to really help them out, at the drop of a hat. The other thing that we have seen is our people are ready and the client is either too busy or won't make the time to really get the proper training. It can drag on for months and months. There are some challenges there.

I showed Cory the bulk clear customer loyalty points feature and we did some light playing and testing. Planning the next steps and next projects including yearend stuff and discount engines.

 
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Shop 10697 Working on the bulk clear loyalty points tool 12/2/2023  

Recording notes from 11/30/23. Changed some permissions in bit bucket to allow one of the developers access to merge into the master code branch. Then switched over to working on the bulk clear customer loyalty points project. Finished things up and spent a lot of time working on the rollout or backout logic. Lots of testing and pushed up files live to test there as well. Looks good. It still needs some help files and a final clean-up but pretty close.

 
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Shop 10656 Meeting with Hamid 11/30/2023  

I did some prep for some ColdFusion training. Once we jumped on, we looked at some bootstrap stuff that Hamid was working on. We then flipped over and did some ColdFusion training together. We will get more into it (dealing with web forms) next week.

 
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Shop 10696 Bug fix 11/30/2023  

Got a text from Cory to help look at a database issue on data 4. Jumped on a Zoom meeting and was working on debugging things. Eric joined us as well. With his help, we were able to find and fix the error. I was in the right area but was super focused on one particular part of the problem. I kept trying to fix a certain value to see if that is what the problem was. With Eric's help, we widened our view and were able to find the problem. The problem ended up being a lone parentheses that was in the wrong place.

 
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Shop 10653 Working with Shannon 11/30/2023  

Great work session with Shannon. We are working on the SWOT analysis. Still working in the weaknesses part of that report. This might sound random but it is fun to see your weaknesses and also see what you can do to make them better. It's no fun if there are no options but there are tons of potential options. That's encouraging. See attached for where we are working. I have really been enjoying some of our discussions.

 
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Shop 10687 Emails and Recording Notes 11/30/2023  

Emails and recording notes for yesterday (11/29/23).

 
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Shop 10686 Meeting with Eric 11/29/2023  

Working with Eric to get everything ready to merge into our main repository. This is just a part of the branch (piece of a project) that will get entered into the master code branch. We are trying to deploy this bigger branch by breaking it up into pieces. We spent our time going over pages, code review, and going page by page, looking at things. I thought that we did a pretty good job! Merged the branch into master.

After I got done with Eric, I did some code review for Will on a new change that we talked about earlier today. We ended up moving a remote API socket function out of an older file and put it on its own. That solved the problem.

 
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Shop 10685 Meeting with Dustin and Will 11/29/2023  

Quick meeting with Bryan to fix an error. It was the same error that Dustin was having. We made a quick fix and I told him that I would get back with him on the resolution.

Jumped on a meeting with both Dustin and Will. They had not met so we did some quick introductions. We then talked about a new method/function that was introduced and was causing some issues. We pitched some ideas and Will is going to make a few changes. We ended up getting into some deeper underlying code stuff. We think we have a plan, and we will get it all figured out.

 
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Shop 10684 tip pages 11/29/2023  

Work session with Eric. We were going over his new changes on his tip integration project. We did some light debugging. Added some better error handling on the database update script and talked about next steps. We planned a meeting for later today to push the next steps. That gave Eric some time to make a few new changes and check some things off of the to do list.

 
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Shop 10681 Meeting with Dustin 11/29/2023  

I got a text from Dustin saying that he was on another meeting with a client. So, I did some emails and then switched over to the bulk clear customer loyalty points project. I'm working on creating forms for both the classic theme and the snow owl theme (look and feel stuff). After a bit, I got a text from Dustin and we jumped on a Zoom meeting. We are trying to fix an error that got introduced by another developer. We decided to setup a meeting with the other developer and pitch some ideas.

 
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Shop 10683 General 11/28/2023  

Merging in code for Will for a custom website project on data 16. Including some new ecommerce files and settings. Working with Dustin on some custom error messages. Looking into a small error message on his branch but not showing up on the master code branch. Found some possible errors with another developer's code that was affecting Dustin's project.

Recording notes from 11/27 to 11/28.

 
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Shop 10680 planning 11/28/2023  

Working with Bryan. He is working on a big API socket project for a 3rd party vendor. Going over a number of questions on where to get certain values. Kinda like mapping. They were requesting certain data or something and we may not call it that. Sort of an interpretation of this means that and what not. We also talked about ways to control access to certain API sockets and also control traffic loads (pagination or capping things at certain record count values).

 
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Shop 10654 Working with Shannon 11/28/2023  

Good work session with Shannon. We were going over the SWOT analysis document. See attached for our progress. We are currently working through the weaknesses section. We had some great conversations and are definitely learning some great lessons and things. We are also trying to capture the story and history from ship A (original adilas) and trying to figure out what we want to do with fracture or adilas light (ship B or the next level of the adilas application, platform, and system).

- Just for fun. Here were a few things that I wrote down today. See attached for tons more notes and ideas.

- Adilas is like a buffet with access to a kitchen as well. Instead of just getting an all you can eat buffet, imagine the possibilities if you could arrange, cook, and alter what is provided. Kinda fun to think about it.

- Sometimes talking through things and about things helps bring clarity as we talk and have open and honest discussions on certain topics.

- Being real - sometimes not the most comfortable - being vulnerable and showing or admitting weaknesses.

I really enjoyed our session today. We are talking about things that we are learning that are normal everyday life lessons, not just adilas lessons. That's pretty cool!

 
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Shop 10682 Recording Notes 11/28/2023  

Recording more notes from a conference back in September. See elements of time # 10257 for notes on the Rezzimax conference. Some good stuff there.

 
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Shop 10678 Internal tech support 11/27/2023  

Tech support for our guys. Checking branches for Will. Phone call with Eric going over plans and updates. Switched over to the bulk clear customer loyalty points project. Fixing the page to work with both the classic theme and the snow owl theme (look and feel stuff). Merged in some code for Will and pushed it live on all serves. Emails.

 
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Shop 10677 Tip Integration Progress 11/27/2023  

Meeting with Eric to go over plans and developments in the tip integration project. Looking over files, making changes, and then retesting on my local. Eric was making the changes, I would pull them down and then run the tests again. Good work session.

 
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Shop 10674 Meeting with Cory 11/27/2023  

Jumped on with Cory and Shari O. to show them some progress on my bulk clear loyalty points project. Small show and tell. We merged in a small branch for Chuck and then talked about some clean-up on pagination on certain pages that is needed (go to the next page - pagination). We talked about yearend stuff and getting the known pieces done before the end of the year. That one, yearend tax stuff, comes up every year. We have to update 1099's, W-2's, and other reports. We also have to add new tax withholding tables and update values. Maintenance stuff.

 
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Shop 10676 Working on a bulk clear loyalty points tool 11/25/2023  

Working on the bulk clear loyalty points project. Added some new buttons from different pages based on permissions and look-ups. Jotted down a few more to do list items for that project. Making progress.

 
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Shop 10675 Working on a bulk clear loyalty points tool 11/24/2023  

Working on a special bulk clear customer loyalty points tool. Building a new page/report and all of the logic. We will let the user look-up points and dollar values for any date. We will also allow them to select a date, enter some special bulk clear notes and submit the page for processing. Once finished, we will do some look-ups and loops behind the scenes to virtually clear the loyalty points by making a manual entry to bring the values to zero. Got most of the way through the page. Still working on the looping logic and actual clean-up portion.

 
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Shop 10673 General 11/22/2023  

Emails, tech support, and checking on the WordPress site and Cloudflare issues with the main site. Phone call with Steve talking about SG&A costs. Quick phone call with Cory to go over customer loyalty points. Quick GoToMeeting with Bryan to help with some questions. Recording notes from 11/20-11/22.

 
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Shop 10672 Meeting with Bryan 11/21/2023  

Jumped on a Zoom session with Cory to help give some advice on an API socket connection for a client. After that, I jumped on with Bryan on the GoToMeeting session. We did some planning on a new 3rd party API socket project. After we finished, I did some light research on running old Adobe Flash videos (.swf's) to see old content that never got updated to a newer version. I found a flash player called "Ruffle". I downloaded it and played around with it. I was able to watch some of the older flash videos.

Got an email from Wayne saying that we need to update our QR code generation library to a newer version. Emails and wrapping up the day.

 
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Shop 10663 Tip Integration Testing 11/21/2023  

Going over tips, rollout plan, and code review session with Eric on his tips project. We checked on some database transactions and database updates. We then pulled down his code branch to my computer and started doing some testing with me driving and Eric watching and telling me where to go. We found a few things to fix and I showed him some other places that he did not know about that tie into the accounting for the tips. We spent some time going over flow and user expectations. Making progress.

 
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Shop 10655 Working with Shannon 11/21/2023  

Good session with Shannon and I going over Weaknesses on the SWOT analysis document. See attached for some of our notes. Not yet polished, just putting down ideas and general flavor. Great discussions. We did some work on figuring out billing for Shannon as well. One of my big takeaways from today was make sure and measure on the gain (how far we have come) vs the gap (what is still left). It's just so much more fulfilling to measure off of the gain. I love it. I'm going to try to remember that. Sometimes we have to learn lessons over and over again. All part of the battle and part of the plan.

 
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