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Adilas.biz Developer's Notebook Report - 3/1/2012 to 3/31/2012 - (29)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 735 |
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Daily Tasks | 3/1/2012 |
• New logo for a company. • Working on tying in to smart group logic for invoice line items after the fact. |
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AU 736 |
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Daily Tasks | 3/3/2012 | • Posted new files after checking off and signing off on smart group code. | |
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AU 737 |
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Daily Tasks | 3/5/2012 |
• Email update to customer. • Billing and bank work. • Phone calls and tech support. • Re-reading the adilas history bio and making a couple of small changes. • Had to refund a couple of monthly payments. • On the phone with Steve going over reps, smart groups and code stuff. Steve is trying to make new pages to help his people get to what they need at any time. He is calling it an operational dashboard report. • I spent some time making a small tweak to help fix a tax related bug on the smart groups. • Added some new logos for some company play sites. |
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AU 738 |
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Daily Tasks | 3/6/2012 |
• Sent Steve some code snippets and a small file that had a table within a table. • Ran some code to copy part numbers in bulk from a shop to the new play site. • Worked on the special web price and bulk web show/hide options. • Finished up on some smart group paperwork. • Checked off testing and logic requirements written on brainstorming sheets. • On the phone with a customer doing an internal build PO. • Basic tech support. |
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AU 2240 |
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Brainstorming & Tech - Ideas for Bulk Web Item Updates & Settings | 3/6/2012 |
Ideas for bulk web item updates and settings: (prices and show/hide options) - We need a couple new global update pages for stock/units and part numbers. - We need price settings on individual items (parts and stock/units). This could be things like: use current price (default), use cost, only use special price, use best price, use retail or msrp, use zero price, don’t show price, etc. These are just ideas. - Every item needs a show/hide setting for the web. - Things get a little bit interesting because we web service this info back and forth to the web services server. Think efficiency. - I’m trying to prep for eCommerce… what else is needed? - We had a request to be able to call the special price something – this may be a function of the price settings listed above or corp-wide settings (or both). - We may need to update the web service documentation and notes (developer help file and page). - A bulk management page with either checkboxes or drop-downs to help with the settings. Keep it really simple. - Two new corp-wide settings for custom pricing. One for the full name and one for the short name. Examples: sale price, special price, internet price, blow out price, rock-bottom price, etc. - Maybe we could tie in this new pricing feature to any kind of sales. Both internet and non-internet prices. This may require a date range to be applied. This may also include a one-to-many to help track changes. - We need on or two new permissions for these global show/hide Internet settings. It may need some help with the name; we may need to break down the show/hide options and the pricing options into different permissions. - What about promotion codes, sales, and elements of time. - I have already promised some of these pieces… time may be an issue for what we need (right now) vs. what we want (over time). - What about scale… are we talking 10-50 items or 50-500 or 500-5,000 items. What is the scale and how do we make sure that new changes are recorded and stored correctly? (Both locally and remotely) - Some price settings (such as sale prices) may affect the normal flow and cart, quote, and invoice processes. - If we need to, we could break this project into two main pieces. One is the show/hide setting and the other is the pricing. The show/hide options are pretty straight forward. The pricing could be a problem as it contains so many variables. - Maintenance will become an issue. What about syncing up between the main application and the web services database. - Keep it simple… we could always add on if needed. - Make sure that all old and all new parts and stock/units get the new fields. - (Local), (Main/Remote), (Web service/local), Web service/remote) Add to all inv table: Add to parts table: Tables and details to add for the bulk part and stock/unit price settings: New settings and fields for the corporations table: -Need to run an update page to help with defaults on corp-wide settings (See scans in photo gallery for 3/6/12) |
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AU 739 |
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Daily Tasks | 3/7/2012 |
• Emails and tech support. • New logo for a company. • PCI compliance stuff. • Worked on the web price and show/hide settings for parts and stock/units. |
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AU 740 |
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Daily Tasks | 3/8/2012 |
• Research and writing a pretty long email to the some folks about a new website. • Worked on the web prices and show/hide settings for parts and stock/units. • On the phone with Steve going over our current game plan. We talked about lots of different subjects. My new tick list is as follows (after I get done with what I’m doing): content server, eCommerce, PO stuff (duplicate, chain, order status, transition period and build and hold recipes), and then onto the dynamic interface (graphics). |
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AU 2241 |
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Tech - Testing New Pricing Settings for the Customer Web Site | 3/8/2012 |
Testing new pricing settings for the customer web site: Web_general_inventory.cfm - Small thumbnails o Normal, cost, special web price, zero, and hide - Medium thumbnails o Normal, cost, special web price, zero, and hide - On normal price… we need to check mark-up and set sale price Web_inventory.cfm - Small thumbnails o Normal, cost, special web price, zero, and hide - Medium thumbnails o Normal, cost, special web price, zero, and hide - On normal price… we need to check mark-up and set sale price Web_item_detail.cfm & web_unit_detail.cfm - Price titles o Normal, cost, best price o Special web price – corp-wide settings o Zero & hidden - Actual price values o Normal (mark-up & sale price), cost, special web price, best price, zero, & hide - Bottom * if special web price |
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AU 741 |
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Daily Tasks | 3/9/2012 |
• New image and link on a company website. • Tech support and added a vendor filter to the advanced PO line items search page. Posted file. • More work on the inventory web settings for stock/units. |
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AU 2242 |
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Other Needs: Deploy New Changes & Needs for Parts & Stock/Units | 3/9/2012 |
Other methods that need attention: Strategy to deploy new changes: - Upload all remote files first - Upload all adilas files next - Run the extra/testing.cfm files on both servers. This could be cone after the fact or later. Need for both parts & stock/units: - Special price icon or maybe normal price with a strike through and then the new special price showing - Global settings and reports. Make it easy to manage and easy to search - What about a special page on the web – this would just be items that have special pricing, break out items for special web, best price, and cost - Show on the stock-detail page and part detail page, only if different maybe also the show/hide web setting value - Include it as an option on advanced searches and filters allow it to be part of the search criteria and part of the output |
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AU 742 |
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Daily Tasks | 3/12/2012 |
• On the phone with Steve going over how to code tables within tables. • Rep checks. |
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AU 743 |
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Daily Tasks | 3/13/2012 |
• Verbiage changes on the CMC evaluation technical supervisor comments section. Posted new files online. Invoiced. • On the phone with Steve helping him set up his ColdFusion Builder site to view database tables. • Working on the inventory web settings for stock/units and parts. • Posted files online and started to test. • Worked on a new web service to update web settings on a large scale or in bulk. |
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AU 744 |
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Daily Tasks | 3/14/2012 |
• Trying to fix a cache problem with the ColdFusion web service “stubs” that needed to be flushed. I ended up making a new file and renamed the changes. • Sent some fairly big emails and worked on tech support for Steve and a customer. • Added a strike through price on the customer web site for parts and stock/units that have special pricing. • Added a number of new customer log contact types. These are classifications for customer log entries like: meeting, general note, internal, sales/purchases, delivery, mail/letters, etc. • Small tweak to the barcode generator to allow the corp name field to be used via the URL scope. • New logo for a company which had to be doctored up quite a bit. |
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AU 2243 |
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Tech - Inventory Web Extras Table & Contact Types | 3/14/2012 |
Inventory_web_extras table: Contact_types: (See scans in photo gallery for 3/14/12) |
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AU 745 |
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Daily Tasks | 3/15/2012 |
• On the phone with Steve going over our current game plan and the new updates. We talked about barcodes and eCommerce. • Working on new pass through values on the barcode generator page. Trying some new mappings. • Went in to Logan to meet with some people about a website. One of them could not make the meeting and the other was not very prepared. I tried to help them see the picture of what is needed but the contact I spoke with may need a little help or a check list. I promised an email with some ideas. 20 miles. • Sent the email to the folks about designing a website. I also added a tiny bit about using adilas. • Emails and tech support. |
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AU 756 |
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Daily Ideas | 3/15/2012 |
-On the current thumbnails – take off the height attribute and re-do all thumbnails. -On the customer side – maybe link the thumbnail images right to the big photos, a friend’s idea. -Go through and simplify the view parts page and the edit parts page. They have a lot of info that may not be required for edits and such. Having so many required page params is a hindrance to development on that section. -On the customer we pages (eCommerce) – we may need a page that has or shows specials. Key off the web price settings. Maybe a section for special we price, best price and cost. -Maybe pass back data in xml format instead of letting ColdFusion generate the data – this would make our methods more usable to other developers. Maybe a step further down the line. This could pass a param (ColdFusion, or xml) to the web services. If xml – convert and send back, use a sub function that converts a structure to xml. Other ideas for adilas eCommerce: -The price setting per item will either allow a sale or not. -What about quantities on hand? How do we monitor that? Do we check the real site or do we just do it and sort things out later (like back orders, credits, refunds, etc.). For the record, it is always easier to check first and deny at the door rather than ask someone to leave what is already in and committed. -Our goal is to provide the service; however, wherever possible we should also help our users learn to use good practices. -Keep it ultra-simple – show a crumb trail. -Use email and/or text messages. -Have special reports for web sales. -Treat all sales as customer invoices. -Allow customers to login via the customer id and email address tied to that customer. -I want to provide some simple buttons that allow a customer to create basic things like a quote, restore to cart, save as…(new quote), statement, pay a bill, real cart check-out, check on outstanding invoices. -Allow customer HTML to be assigned to parts and stock/units. This could be links to movies, tables with rates, calendar graphics, virtual tours, sub navigation, additional verbiage, headers, footers, special notes, etc. Think anything custom. It could be added before or after an item – or both allow 1-many, allow before or after settings, allow for sorting. Basically, mini snippets or wrappers. Other ideas – links to like products, promotions, ratings, testimonials, availability, reminders, colors, sizes, options, recommendations, waivers, forms, checklists, rosters, syllabus, course work, coupons for local businesses, updates, closures, etc. (General customer web feature. Customer HTML per item.) |
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AU 746 |
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Daily Tasks | 3/16/2012 | • Working on new barcode generator links. | |
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AU 747 |
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Daily Tasks | 3/17/2012 |
• Worked on new barcode generator links for descriptions and alternate price tags. • Worked on help files and did some emails and tech support back and forth with Steve. |
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AU 748 |
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Daily Tasks | 3/19/2012 |
• Getting tax stuff for the CPA. • Working on the web pricing settings. • Allowing all users to see the settings but only the users with the correct permissions may modify. |
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AU 749 |
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Daily Tasks | 3/20/2012 |
• Tech support, emails, bank work. • Working on showing the web settings and making them part of the search pages. • On the phone with Steve talking about eCommerce and linking more things together, the reverse side of the flex grid, group flex grid stuff, time to main ids and vice versa (rentals and reservations). Lots of options and other good stuff. We also talked quite a bit about a company and what they are looking for. We talked about using the flex grid to hold all attributes of products and doing advanced look-up based on multi-flex grid searches, good stuff! |
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AU 757 |
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Daily Ideas | 3/20/2012 |
-Need a link on the printable-income –statement.cfm page back to the start page and maybe a refine your search button to pass values back to the correct page (either basic or advanced search). -I was doing some tax stuff and needed a break-down report on expenses. Basically a grouped report by vendor/payee and then a break-down by expense type plus aging. I needed an export to Excel and a refine your search options. We already know about this, just haven’t had time to get it done yet. -Need a default master time template setup for every corp. It needs to be very basic and very simple to use. If they want more, make them set-up their own templates. |
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AU 750 |
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Daily Tasks | 3/21/2012 |
• Went in to Logan to meet with the contact who could not make the previous meeting. We talked some design and flow and then I gave him an adilas demo on stock/units and parts. The internet was really slow and I found some small bugs along the way. 20 miles. • Emails, phone calls and other tech support for adilas. • Working on showing the stock/unit web settings. |
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AU 758 |
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Daily Ideas | 3/21/2012 |
Notes from meeting: o Potential problems and issues: connection speed, cache on the remote computer, changing a stock number (it only changed it locally or on the adilas side), corp0wide settings and show/hide on the web, unlimited parts didn’t show-up, may have a disconnect on editing a port number. o We need wrappers to handle HTML content. o We need better sync-ups between adilas main and adilas web services. o More settings for the web including make, model and other words. o Make it easier to deal with. o Need captions for stock/unit photo galleries. |
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AU 751 |
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Daily Tasks | 3/22/2012 |
• On the phone with Steve going over our game plan and some tax questions. We talked a lot about adilas university and what we need there. • Did some tax preparation for our taxes. • Worked on web settings for stock/units. • Also spend some time checking existing web service calls. • Added links from stock/units and parts to the online web versions. |
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AU 752 |
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Daily Tasks | 3/26/2012 |
• On the phone with an associate. We talked about a big customer data import and custom mappings. We also had a great talk about the vision of adilas and the future. They would really love to get adilas into the mainstream education system, some very creative ideas. • Did more testing on existing web service calls on the different pages. • Worked on a new web service to change stock number one. |
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AU 759 |
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Daily Ideas | 3/26/2012 |
-We need to provide updates on what we are working on and what is new. -We need a payables rework – we need to break things into 0-30, 30-60, 60-90, 90-180, 180-360, and over 360 for aging. -We need a section for sales and promotions that are tied to time, dates and even small segments of time. -Lots of requests to be able to change the thumbnail images. Also take off the force on the height. -We are also getting more requests for MS Excel, MS Word, PDF, jpg, etc. People want to store different kinds of content. -We are getting more and more requests for the custom report builder functionality. The old form of this was called “mend and repair” in the old system. -On the flex grid – we need the ability to set specific data types per field. These are things like text, date, numeric, Boolean, etc. That way we could do calculations, ranges, etc. Things that you can’t do with text fields directly. Just an idea, we could run data through a conversion type function (force apples to apples) and then do some sorting or filtering. We could also create and use temp tables if it got to that point (convert, filter, report, destroy the temp). This could be done over and over or we could figure out a more permanent solution. My goal as the developer would be to make the solution be as light as possible so that every record didn’t have to carry a huge extra data burden (tons of unused fields, flags and indexes). Keep it light and quick. |
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AU 753 |
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Daily Tasks | 3/27/2012 |
• Testing and small tweak to the photo section. • Added options to update the thumbnail photo for all photo galleries. • Added the web settings to the stock/unit searches. • Tech support. • Custom patient upload and import for 5 different corporations. Prep work and combing data record. Lots of look-ups and doing copying and pasting. • Uploading some new changes and light testing. |
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AU 754 |
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Daily Tasks | 3/28/2012 |
• Help files and testing. • On the phone with a customer helping him get his new printer setup. • Phone calls and tech support. • On the phone with Steve going over our current tick list and game plan. Things are cooking right now, pretty crazy. • Lots of work on the custom patient import. Lots of mapping and custom code stuff. 2,000+ patients in 5 different corps, all with contacts, logs and flex grid files. • Sent an email update to Steve and another associate. |
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AU 755 |
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Daily Tasks | 3/29/2012 |
• Bank work and tech support. • On the phone with our sub-contractor, we went over a number of questions about a massive inventory upload to 30 locations. • Made a couple of general tweaks to adilas. • Added a global Form scope stop on the checkout page if someone tries to swipe a card from there. The idea came from one of our users. • Added a new sub report for balance sheet payables. Basically, it is a sub of reimbursements and splits (owed on account). Launched the new balance sheet payables sub report (break-down of what is owed for). • Worked on the custom part migration for a company and sent them an email update about the parts migration. |
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