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Adilas.biz Developer's Notebook Report - 10/1/2011 to 10/31/2011 - (34)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 606		Daily Tasks	10/3/2011	• On the phone with Steve going over things. We talked a blot about customers, shopping carts, check in/out queues, etc. • Took some notes on what is requested. • On the phone with a customer going over the calendar, telling them that the first round of time is done and online. Light training. • Other tech support calls. • Working on help files for the main elements of time homepage. • Big email update for September. • Added a new quick search from the view cart page.

	AU 627		Daily Ideas	10/3/2011	Ideas and requests: -Could the look and feel be assigned to each individual user instead of on a corp level? -Could we get a customizable label maker? Drop-downs, dynamic fields, logos, colors, etc. Mentioned, inventory items, flex rid fields, dates, times, qty, price, PO #’s, invoice #’s, customer, etc. Different sizes and layouts. Basically, custom built “squable” labels (use over and over). -Could we get an override permission to allow for the thumbnails to be changed to a different image? -A user would love to see a daily/weekly report that had options to see time periods (like 10am – 11am) on a daily, weekly, monthly level.

	AU 607		Daily Tasks	10/4/2011	• Emails and basic business stuff. • Rep checks. • Bank work.

	AU 608		Daily Tasks	10/5/2011	• New logo and parts migration for a company. • Other tech support calls and other database stuff. • Small fix on elements of time.

	AU 628		Daily Ideas	10/5/2011	New request from Steve: -Customer: 4 new date fields with corp-wide settings. (Active date range) Start date, end date; start period date, end period date (expiration date – membership expiration date range). On ending period date – add a notification if passed, don’t allow a new cart – maybe some rules of engagement and notification or full lockdown. -Preload the start dates according to history. -Pull flex grid MMR #’s to customer tax id’s. -Pull the terms (dates) and add to expiration date fields. -Add a new generic search field to search an item, put it close to the add item button. -Take off Java Script for top quick search focus. -Need a flag to show who has been started in the cart. -Queuing a customer – in memory not in the database. 2 hour limit – when invoiced kick out or after 2 hours check-in/out – queue by time in, be able to flush. -On the queue – track from check-in to invoice time – that might be good to see how much time passes between these states. -Be able to start cart or start time for persons in queue. -On the customer dates – they also need to show up on the following pages and reports: customer log, add/edit, history, gallery, normal search, advanced search, export to MS Excel, MMED custom forms, shopping cart, invoices, quotes, PDF’s, cart payment, etc.

	AU 609		Daily Tasks	10/6/2011	• Product migration for a company. • Emails and billing. • Small demo for my mom of the new adilas tools. • Started working on the new customer date fields.

	AU 2225		Tech - Migrating Data to New Date Fields	10/6/2011	Migrating data to new date fields: (On the corp level) Map to the following fields: - Customer start date - Customer end date – use_end_date - Mapping 1 – Period start date – use_period_start - Mapping 2 – Period end date – use_period_end - Mapping 3 – customer_tax_id - History add date - Inactive and last history date - Mapping 1 – Same as history start date or destination date - Mapping 2 – Check for something in the term or check for a flex grid value - Mapping 3 – Check for a flex grid value Export Drilling – In – store New customer date fields: add to the customers table & add to the corporation table (See scans in photo gallery on 10/6/11)

	AU 610		Daily Tasks	10/7/2011	• New email address for a rep out of Colorado. • Working on the new customer date fields. • Added an extra small calendar block size and worked on time settings. • On the phone with a customer adding custom items and setting up tax info. • Working on the customer update (dates).

	AU 629		Daily Ideas	10/7/2011	-When doing adilas university and training – use the principle of repetition in the learning process. Kind of like the visit of Moroni to Joseph Smith. Don’t assume that people have watched the other videos; spell it out, review it where needed and sum it up where possible.

	AU 611		Daily Tasks	10/10/2011	• Working on the customer date fields. Modified the update field to help with multiple records. • Worked on adding new settings. • Changed the add Corp method from a huge SQL insert statement to a quick insert and then a full update. This makes it easier to follow what is going on. • More work on the new corp-wide settings.

	AU 612		Daily Tasks	10/11/2011	• Working on the new customer dates and corp-wide settings. • Ono the phone with Steve going over things. We went round and round on lots of different subjects.

	AU 630		Daily Ideas	10/11/2011	-Maybe add some other options on the advanced time search when a 0 record count is displayed. Currently it just gives an error; it might be nice to refine a search or something. -We might need a button that applies a discount on the cart as a whole. It may even be cool if we could tie it to a customer type (only show up when needed). (Rolled this into another discount button tick list item.) -Possible option for the get Corp Wide Settings method – maybe add an app_type_id argument so that it could get all data or just limited data back. It is getting pretty big and is used quite a bit; maybe make it in to a smaller bite size.

	AU 613		Daily Tasks	10/12/2011	• Small consulting session with a new contact person. They want a faculty eval system that is similar to the staff eval system. • Working on new customer dates. • Tech support for a customer.

	AU 614		Daily Tasks	10/13/2011	• Basic business stuff. • On the phone doing tech support and bank work. • Working on the new customer date fields. • Finished up on the new settings. • Ran an updater page and did a mass migration for customers. • Light testing.

	AU 2226		Tech - Advanced Customer Search	10/13/2011	Advanced Customer Search: Photo ---- cell phone ---- customer start date Last name ---- home phone ---- customer end date First name ---- work phone ---- period start date Business name ---- fax ---- period expiration date Address ---- email ---- discount rate City ---- web address ---- credit settings State ---- gender ---- credit limit Zip ---- salesperson ---- terms Client type ---- customer tax ID ---- notes Client ID ---- tax category ---- client status County ---- drill down links Choose Date: (drop down), from ______ to ______ New sorts: …. When doing the sorts, sort by the usage flag in descending order and then do the actual date. Actual dates, check boxed, sorts

	AU 615		Daily Tasks	10/14/2011	• Help files and updating a number of corp-wide settings for a customer. • Emails and tech support. • Mini email update about the new corp-wide settings for customer dates and elements of time corp-wide settings.

	AU 631		Daily Ideas	10/14/2011	-What if we took the permissions to a graphical interface as well. That might make it more intuitive and easier to give the permissions out.

	AU 616		Daily Tasks	10/17/2011	• New logo for a company. • On the phone with Steve going over the current game plan and such. • Worked on migration of customers and items for a company.

	AU 617		Daily Tasks	10/18/2011	• Migration and copying parts for company. • Emails and basic business stuff. • Custom invoice data dump to Excel. Decided to tie this to the advanced invoice search page. Great addition and it will be done for all other pieces of the application, good stuff. • Started working on the customer queue application. Created a small graphic and added some new corp-wide settings for the customer queue.

	AU 632		Daily Ideas	10/18/2011	-On the elements of time – if may be nice to have personal settings including assignment to specific users as one of the settings. For example: maybe I share a calendar but don’t want to see the other people’s stuff. -Need to add some code to help switch or add a new cart without hitting the start new cart page. This is true for counter sales, customer start carts, etc.

	AU 2227		Brainstorming Customer Queue	10/18/2011	Customer Queue: - Need a flag to show who has been started in a shopping cart - 2 hour limit (roll out period – dynamic flush or clean-up) – maybe let the page do its own refresh when someone views the page, self clean-up - When invoiced kick out and log it - When quoted kick out and log it - When tied to an element of time kick it out - Track time between stages - Add links to main customer page, advanced search, search results, customer log (linked to cust id), etc. - Allow for flushing or manual removal of persons (check boxed like removing an item for the cart…) - Do we want to allow only customer or general persons (both) as well - Limited edits once created - Queue by time in (sort order) - Be able to start cart on start time from within the queue - Show how much time passes between records. They may want to search this (hence record it in the database), (what about limits for storage) - Tie to basic customer permission and then to corp-wide setting use/don’t use - Show/hide search criteria - Show oldest first - Dynamic corp-wide setting name - How do we get to this quickly? Top right corner by shopping cart icon or what? Quick button, etc. - Add to history homepage… - Make it easy to get to and make it easy to add/subtract customers. Maybe think buttons on forms on graphics. - Maybe add a new corp-wide setting for a short version say 10-15 letters or something. Maybe a second one to say use or don’t use the queue. - Tie the queue info to the session… do you have that permission? What do you call it? What is the short name for it

	AU 618		Daily Tasks	10/19/2011	• On the phone with Steve going over a few things. We covered a bunch of topics and came up with a game plan for upcoming projects. • Tech support and emails. • Working on the customer queue.

	AU 619		Daily Tasks	10/20/2011	• Tech support, emails and bank work. • Working on the customer queue.

	AU 2228		Brainstorming Customer Queue Table	10/20/2011	Customer Queue table: (See scans in photo gallery for 10/20/11)

	AU 620		Daily Tasks	10/21/2011	• Working on the customer queue. Had some problems with the internet. • On the phone with a customer going over PO’s, inventory items and invoicing.

	AU 621		Daily Tasks	10/24/2011	• Small sample worksheet for some customers. • Small HTML worksheet for elements of time. • Working on the customer queue.

	Adi 143		Time - Link to Log	10/25/2011	On the Elements of Time that have a customer attached, a direct link to the log would be awesome. Finished on 10/26/11.

	Adi 144		Report - Advanced Corp Report	10/25/2011	A report on the corp homepage that shows all corps activity in these four main areas - invoice - expense receipt - deposit - purchase order - count only.

	AU 622		Daily Tasks	10/25/2011	• Basic business stuff and emails. • Working on the customer queue. • Working on the edit and reset process. • Working on the queue to cart process. • Working on the queue to elements of time and advanced queue search. • Launched new files.

	AU 623		Daily Tasks	10/26/2011	• Added some basic help files for the customer queue application. • Small tweaks and signing off on code for the queue. • Worked on a new customer log link in the calendar and printable elements of time view.

	AU 624		Daily Tasks	10/27/2011	• Clean-up and testing. • Wrote an update email about the customer queue. • Worked on a new Texas 130-U form. • Moved fields around, added color options and made a blank data only PDF version; made assignments.

	AU 625		Daily Tasks	10/28/2011	• On the phone with a customer going over payroll and how best to track things including using an excel spreadsheet and then documenting and flex gridding things together. • Changes to my cart favorites and the bulk sort page. • Added options to change price and status to the bulk update page. • Tech support and emails. • New logo for a company.

	AU 626		Daily Tasks	10/31/2011	• Worked on user history reports for the history homepage. • Talked on the phone with a customer. We did a balance sheet account for some money coming in and going out (in and out account).

	AU 2229		Brainstorming Ideas About the User History	10/31/2011	Ideas about the user history: - Test the page…. every section and every link - Take it to the time level…. - Group it by app type, name - Split it up by app types (if statements and code) - Show an overview of what happened and who played… so and so did this and that… (overview) - Link back and forth between effectual histories and the historical histories - URL compatible - Check out the map - What about privacy for e/r’s, paychecks skipped, & elements of time What are history items and fields: (listed on the original document are the app types and the associated table, here only app types are listed) App types: - Stock/unit - BSI - Customers - Deposits - Elements of time - Invoices - Parts - Expense/receipts or user/payee - Vendor/payee or user/payee - PO’s - Quotes - Expense/receipts - Builds & recipes - Statement - Flex grid tie-ins Maybe use some “unions” clauses, pass to the new page for the details:

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