Meeting with Eric. He is working on a mobile clock in/out (payroll) and project clock in/out (time tracking on projects) combo project. Eric is calling it a time tracker app. We were talking about relationships between timecards and projects and how to create that special relationships (new joiner table).Steve joined us on the meeting for a bit. Talking through ideas and going over flow processes.

Emails, fixing permissions for Cory, also a quick PDF address change on a number of custom PDF's. Recording time and notes from last week (3/26 and 3/27).

Demo meeting with Steve and Suzi. They have been meeting with a frozen yogurt company out of Canada. Steve and Suzi have been meeting with this client for a few months. We went over a video of their point of sale (POS) system. We are going to need some groupings and ways to sort things within the line items. Basically, you add a main line item and then you get to choose a number of different options or additional add-on's, tied to that main line item. We need to be able to hold sub selections and be able to edit as a group vs just a single line item. As we were talking, Steve wants us to build out the mini scan cart (new existing cart) and really tweak out the configurable settings. Make it be able to do all kinds of things. Along with that, we also want to build out our own split screen (new settings... right, left, pane sizes, etc.). That should be pretty cool! Exciting!

Recording notes from end of last week (3/28/24). Also recording notes from today's meetings and what not.

Meeting with Eric. Going over query of queries errors. Tried a number of things with casting the date/time formats from made up values. Going over a number of scenarios but unsuccessful with casting dates and what not. We may end up flipping to numerics vs date/time objects.

We weren't able to meet today. No new progress to report.

Meeting with Russell. Talking about backend data warehouse syncing and replacing of data (backend processes). As part of his process, he checks the full amounts, if good, keep it. If off or incorrect, he filters down until he finds what needs to change. For example: Find year (yes/no), find month (yes/no), find day (yes/no), find smaller chunk if possible (yes/no). Only pull the data back and forth that you need vs trying to sync up everything.

We flipped over the practice mockup dashboard project. Playing with placeholders and no data selected (starting or default modes). Then, once selected, how the interface or focus changes. Spent some time building up the ideas and then getting rid of some of the older ones - once you have progressed pass that point. Good practice, asking yourself, is that really important? Sometimes we have to cut things that would be cool, but they just aren't important. Russell made this comment towards the end of our meeting - 80% planning and 20% coding. Not always the case but a good standard.

Checking some emails and then working on a new split cart for the mini scan cart. Light brainstorming and working on a new back button on the classic page. See attached for some notes.

No new planning took place. I ended up checking emails, doing a few text messages, and just general stuff.

Good meeting with Shannon. We spent some time reviewing notes from our last meeting. We then dipped a little bit deeper into some timelines, questions, and exploring some ideas. See attached for our notes. We are trying to identify patterns and see what we can do to break those cycles and/or norms. Sometimes that can be a challenge. We did uncover that we really need to setup some rules and regulations for investing, rules for other things, and really be clear as to what is needed, wanted, expected, and agreed upon. We have to basically spell it all out. See attached for our notes (scroll to the bottom).

Meeting with a Potential client in Preston, Idaho. Drove up and met with a guy by the name of Reggie. He has been a business owner and bounced around a bunch. He seems to get in there, get things going in the right direction, and then moves on to the next challenge. Anyways, super fun guy and we had a great little session. He showed me what he was doing and where he had gotten things to (in their business). Along the way, he was expressing wants and wishes. We then switched and I showed him a small demo of where we have come from and what we can offer. It was a fun visit.

I called Steve on my way home and gave him a light update and told him that I would pass his info along and put him in the system with some notes. It was fun to get out a bit and talk with people.

Emails and recording notes.

Meeting with Chuck to go over the horizontal time view stuff for appointments and scheduling. Sent him a link to the video for Beaver Mountain and how they use the horizontal time view and scheduling for ski school stuff. Also a couple of screenshots and some other notes and references (notebook entries id #'s 8004 and 10914) dealing with time, settings, and where we want to go.

Emails and recording notes.

Emails, phone calls, and touching base. Quick phone call with Cory to touch base on some plans. Spoke with Wayne on the phone for well over an hour. Some of it was just dealing with life, death, suicide (my son recently and Wayne's little brother years ago), and then talking about adilas stuff. Here are some of my notes. As a side note, Shannon helped me convert my post-it note level notes into these digital notes.

- What people see with their eyes and their perception. If you have 8 different people looking at the same product, they see 8 different products or solutions. People have such different views.

- If things are measurable then you can go to a measurable standard, but it is still perception. It's hard to have people agree on things even when you can measure it. It is even harder when you have to have people interpret concepts, principles, things that cannot be measured but have to be interpreted or understood other ways.

- We talked about change and discussed some analogies in physics. If you have a swinging bar, pendulum, how much does it take to change that? Do you have enough force to really change that momentum, to set something different in motion?

- Sometimes, Wayne really likes having peers that know what he is talking about - that is an important part of building a working community. It's important to be able to bounce things off of people that can really consult, help, and understand things. That is helpful for all people.

- God (our Heavenly Father) has plans for me (and you) - there is a plan and God continues to do His work.

- Wayne expressed that while talking with another developer that "our" way has been ingrained, it is the known norm, it is the default path - It feels to some of the developers like, "will it ever change?" What would it actually take to change?

- From this, dealing with change, Brandon was thinking, instead of just jumping into the coding side what could he change that could change the outcome? Like what if he helped plan the project instead of just took the next coding assignment? How does that change things?

- We don't want to sacrifice in the wrong way. Sometimes we are willing to sacrifice but how much more value does it make it to have the sacrifice in a way that benefits the greater goals?

- If Brandon moved more to helping plan this out what could that change? Could that help it move further down the road? Would that be an unwise or undo sacrifice?

- How do you break free of the default patterns and cycles?

Looking into fixing a data issue on data 6 for Cory. She sent me an email and I started looking into it. I ended up in the "voidTicket" method for expense/receipts and looking for possible errors and adjustments that might be needed. I left off getting ready to look at live data to make sure that the void process was still fully working and would back out split payments (payments on account) correctly. Took a bunch of extra notes on where I left off.

Great meeting with Shannon. Trying to figure out plans, how to make changes, and where we are heading. See attached for some great notes. We spent time reviewing our notes from last Thursday, talking about new things that were happening, and where are we headed next. Everything keeps moving all around us, part of the game. We live in a very dynamic environment. See attached (you may have to scroll down to see notes for today 4/9/24).

Planning a restaurant MVP with Bryan. I went over to Bryan's house as he already had some whiteboard drawings and other notes that we worked on last time. We had a good review, brainstorming, and planning session. We are seeing three main projects for our current needs. They are: 1. Tweak out the mini scan cart interface and settings. 2. Build out the line item grouping stuff for carts, quotes, and invoices. And 3. Build out the restaurant specific pieces as a separate project and use the tweaked out cart and the line item groupings to make it all happen. Sort of a 1, 2, 3 - different but related projects.

Maybe use my cart favorite buttons (or something like that) to group customers for a restaurant type interface (tables and areas). We also talked about building out a 3-level deep grouping and sorting option for carts, quotes, and invoices. Along with that, we may make a new table to hold the grouping data. Not everybody needs it.

Recording notes from earlier in the day and some notes from yesterday.

Phone call with Bryan going over questions about support, logging, and how we handle support tickets. We talked about some other questions as well. Quick Zoom meeting with Cory to go over a needed fix for elements of time and tying in PO's based off of flex attributes. She is going to send me more info via email with requirements and a valid login.

Meeting with Russell. We were going to be working on our dashboard practice project but flipped over to the shopping cart. We need to define what can be moved for a new cart. Ideally, we need to build in flexibility, have it fully documented and laid out with good documentation, and realize that it takes time to build things like that. We spent some time talking about my new planned changes to an existing cart. Russell and I will build a new cart for adilas, as a side project. I will give Russell some of my percentage of adilas (ownership options) for helping. He has been helping since 2015. Good stuff.

We spent some time looking at Jonathan Wells' Adobe XD prototypes for the cart. Here are a couple of links as resources.

Small video on the cart prototype - 03:49 minutes

Link to Adobe XD mock-up file with cart stuff - mostly research

Recording notes from earlier meeting and sessions.

Looking into the void expense/receipt logic with splits (payments on account). Ended up doing a small data clean-up for one of three expenses. One had some bad data. The other two were cleaned up using existing internal void tools and logic. Sent an email off to Cory with information. The existing code seemed to be solid. Not sure what happened on the one expense/receipt. We got it all taken care of.

Meeting with Shannon. She took a bunch of notes about what we were talking about today. See attached. We started talking about my daughter Abby and what she could bring to the mix. We then talked about Russell and some of the fun things that he brought to the mix (inside adilas, look and feel, ecommerce, AFB, photo galleries, other projects). He has been a great asset. We spent a lot of time talking about being our own style. That's really important. That's who we are.

We then spent a ton of time looking around the presentation gallery and expanding things. We'd like to build that out and let it go deeper, if someone wants to go deeper. Keep it really simple on the top level and then they can go deeper if wanted or needed. We may have to get access from Chuck to work on the presentation gallery. He built the WordPress site. We would love to add photos, videos, modals, and other things to that site. It could be really cool.

Text messages, random to do list stuff, recording notes, paying bills.

Meeting with Chris - a SaaS Analysis for an investment bank. We chatted and did some light introductions back and forth. I grabbed a few notes from talking with him. Just trying to learn the ropes. Interesting meeting.

- Bootstrappers - he likes that we are a bootstrapping company, no major capital input, just building things out on our own. That shows promise to some people. Minimal debt, loans, or payables.

- We are a multi-industry ERP system. That means that we do a lot of different things. ERP stands for enterprise resource planning software.

- Great customer satisfaction and retention (number of invoices or how many years each company stays with our company). We have tons of clients that have used us for over 10 years.

- Company seems to have good momentum, it has a great story.

- There seems to be a magic number where investors start to get interested. It is around the $2M/year revenue mark.

- Chris asked, why no marketing and no salesperson? I answered that we tend to get pulled into custom land (doing custom code).

- He also wanted to know what are our financial goals were for both now and in the future (long term)?

Email to Chuck about main website and navigation issues. He is going to check into it. I then spent a little bit of time undoing some of the new cart stuff that I was working on last night. I decided to go in a different direction. Working on the new mini scan cart and the new split cart stuff. Adding new settings and playing with a new modern split cart including variables for which sides and sizes to use the split cart. Should be pretty fun. Making good progress.

Working on the new split cart for the mini scan cart. I was breaking things (existing features) into modals (smaller popout windows). Working on the simple search and the basic customer info. Broke both of those out into modals.

Meeting with eric. He was showing me some of the time tracker stuff. It gets kinda complicated mixing payroll timecards and project clock in/outs - all mixed together. We talked about some database updates. I ran them locally and then we tried them on the live servers. We ended up deciding to wait and push on the tie-ins and processes a little bit more before pushing things up.

Back working on the split cart options for the mini scan cart. Working on limited views, more modal breakouts, and adding line item level settings for controlling columns (show/hide options).

More cart line item level settings. The original cart had seven columns for the line items. You can now pick and choose which columns you want and even change column names. After that, started to work on some small fixes on the old split cart pages and what the buttons looked like. It still needs some help but at least looks ok (ish). Pushed up changes that I have done to this point and tested them live on data 0.

Recording notes. Jumped on a meeting and working with Bryan. I gave him a small demo on new cart changes. See attached. After that, I gave a quick demo with Suzi and Steve. When the meeting was over, I lightly reviewed the video.

Working with Shannon. Small cart demo. Flipped back to notes from 4/11. Show people - that was one of my takeaways from the note review. We can say all kinds of things... We need to show people. We ended up going through a few pages on the presentation gallery and taking notes on changes that would help that process go and flow better. See attached for some of our plans for the presentation gallery (just starting).

Working with Eric. We looked at a database update, ran it locally, and then merged in some code into master. We pushed new code up to data 0 and ran the database updates on all servers.

Went over to Bryan's house. Further planning on the cart line item groupings and sorting options. We did some planning on scenarios, mock-ups, new notes, questions, and ideas. see element of time # 2460 (inside of adilas) for scans. We then switched over to help work with Bryan on the golf, country club play site. We went over some flex grid settings, ecommerce settings, payments on account, etc.

Recording notes from yesterday (4/16/24). Meeting with Eric. He was expressing a need for SQL (database) access to real server data. That really helps with debugging things (at least a view only option of looking at the data). Also, as we were talking, he was wishing that we had a full data dictionary (what fields in the database tables mean and/or do). We spent some time and went over payroll time clocks and project time clocks.

New cart navigation tweaks. Added some new buttons and light navigation changes (window targeting). Looking into working on a mini header and mini footer. Met with Dustin to go over the new changes that we have made. I got to look at his new shopping cart and he got to look at mine. We may end up swapping out some pieces and borrowing from each other's designs. Both are new shopping carts inside of adilas. That's great.

Went over to Bryan's house. We did some research on restaurant POS (point of sale) systems. We then did more planning and checking code for our invoice line item grouping project. We spent more time brainstorming and dividing up tasks. We are both working on the same project. Once I got home, I then merged in some code for Bryan dealing with new database updates. Recording notes from earlier today.

Working with Shannon. We got access to all of sales gallery stuff (presentation gallery pages). That's awesome and will help so much. We spent the rest of the time going over the main homepages in the presentation gallery and the four sub homepages. Shannon took a bunch of notes and uploaded them to the element of time for today. See attached for our notes. It's exciting to see some of these really old assets starting to play in and actually come about (being used).

Recording notes. Added a button to start a new cart from the new split cart. Started working on a mini header, while in shopping cart mode. Added some new session management stuff to watch for split carts or not. Made changes and pushed up new code.

Quick meeting with Bryan on the GoToMeeting to go over his new cart line item groupings and settings. We looked around and talked about a few small changes. Making progress. We will meet up tomorrow and start integrating those new settings. Phone call with Cory to touch base and report on a project. I haven't started it yet but will jump on it next.

Getting organized. Texts with chuck on scheduling. Prep work and planning for working with my daughter Abby. Figuring out a number of things that need to be done. Getting a list together.

Meeting with Shannon and Abby. We did a light demo for Abby and also decided to work more on the presentation gallery and work on the pitch deck. Small intro to adilas for Abby. After that, we switched over to having Shannon read some old history docs (adilas_history_bio.pdf). We don't want to overload them... (our audience). We will hide things, organize things, and leave little treasure troves for our viewers and audience. Both Abby and Shannon were taking notes on different things that were helping them as we went over the notes. Shannon's notes are attached. See attached for progress on core concepts.

Working with Abby to show her how to clock in/out and track hours in the shop. Sent her home with a number of documents and some things to work on.

Went over to Bryan's house to check on progress on the cart line item level groupings. We looked at some code and made plans. We are going to check back in on Thursday. Making progress.

Custom code for a client. They have a PO flex attribute that gets tied over to elements of time. Looking into the code, research, review and clean-up. Prep work and looking around. I may have found the problem, but it will take some time to get into it. Looks like a look-up value was hardcoded and also missing some validation. Spent some time starting to rework some of the logic. Recording notes for the day.

Multiple sessions throughout the day working on the logic for the PO flex attributes being tied over to elements of time. Going page by page and testing things and making small changes. Pushed up code changes to the Bitbucket code repo when done for the day.

Meeting with Chuck to talk about a vertical time view for appointments and elements of time (calendar events). We setup a new page template for his new page. Talked about how we did the horizontal time view page for beaver mountain. We also talked about a number of possible options and how to show the correct vertical appointment blocks. We even looked at some dynamic CSS and doing custom height calculations on the fly. Making progress.

Multiple sessions throughout the day. Recording notes from yesterday. Switched over to work on the flex attributes being tied into time. Still going page by page to make sure that everything is all tied in and working well. It gets pretty deep. Started doing some testing. Fine tooth combing of the pages. Working on the output for the flex attribute project. Working on the calendar display for the app type and main id links.

Meeting with Shannon and Abby. We started out and let Abby show us where she was working. We got both of them lined out on tasks and then bailed out of the meeting. I was doing some drawings and feeling very pulled to help with different projects, maintenance, and planning. We need to learn to divide and conquer. As we were talking, Shannon helped remind me of the value of the core concepts. They are technically worth more than the code is. See Shannon's attached notes for what she was working on.

Went over to Bryan's house. He was showing me his progress on the line item groupings for the shopping cart. He was building out customer and table buttons (restaurant functionality). We talked about next steps and will re-meet tomorrow. I then showed him some of the clean-up stuff that I am working on. He helped work on some of the original project, back three months ago. Showing him what changes I was making to make it more dynamic and more stable.

Meeting with Hamid over GoToMeeting. Reviewing some ColdFusion code and getting back into the swing of things. He is interested in learning to improve his skills. We did some simple ColdFusion stuff with databases, SQL, and html. Talked about mixing languages like CSS, JavaScript, ColdFusion, SQL, html, etc. For web work, you have to mix 4-6 languages on every page (potentially). It can get deep.

Various sessions throughout the day. Mostly working on the new code for tying in PO date/time flex attributes to elements of time. Finished recording some notes from yesterday. Working on calendar output for the flex attributes being tied to elements of time. Did some more testing. Started to look at the PO flex attribute output and showing what is connected to something (better visibility). Made a new way to tie in flex attributes with elements of time (tighter tie-in). Quick meeting with Bryan to look over progress on his project. Back working on PO page level output for tie-ins with time. Looking good. Final clean-up and pushing up files. Live testing and emailed Cory with an update.

On the meeting with Bryan - He showed me where he is at for the cart line item groupings. He is making progress and can show 1-3 groupings. He is still working with the session stuff but it is coming along. I could see great progress from yesterday. We will meet again on Monday to look a little bit deeper.

Going over notes from Shannon and I on the presentation gallery. Making a few small changes (just getting started) and seeing how it will look with the new changes. Currently, all of my code is still local on my laptop.

Meeting with Bryan, Suzi, and Steve on the line item groupings for the cart. We started out and Bryan was giving the demo/show and tell. We ran into a few small bugs. Suzi grabbed the demo and showed us where she is at with her buttons and flow. That was really awesome.

We, as a company, are tying in a flag to the item level (mains and subs all within a single cart). I then grabbed the demo and did some drawings of where we are heading. We talked about ideas of flagging the main parts or items and letting them control the first level groupings. Bryan got the bug fixed and we jumped back to him.

Going forward, I will be working on a new customer search based on settings. Bryan will keep working on the line item level groupings. As a fun side note, we are actually getting some customers who are willing to start paying for demo development (proof of concept). After the meeting, Bryan and I did a little planning and coordinating. Making progress.

Meeting with Eric. He had me look up what he is doing on my phone. Trying to make it look like a native phone app. He is trying to use as much existing logic and code, just changing the flow a bit. He was showing me some flow and going over questions such as: logging, history, permissions, hardcoded pieces, etc. Talking about uploading images or media/content. I showed him some code from the bear 100 runner portal web app.

Spent the afternoon working on a new customer search options for the split cart. Created a number of new settings. Built out the settings page to handle the new settings. Then started to work on tying it to the other customer custom settings pages (settings within settings). After that, I started to copy older customer search files and make changes and carve them into smaller pages for the mini scan cart. Got deeper into the new customer search pages and search results pages. Looking good and making progress.

Working on a new customer search results page for the mini scan cart. Spent a lot of time working on the dynamic logic to make the new page happen. It got pretty deep. Lots of loops and dynamic look-ups (complex data stuff - mixing queries, settings, and arrays). Spent some time testing fields and making sure that everything got formatted correctly.

Working with Shannon and Abby. Little bit of show and tell (new cart customer search and changes to the presentation gallery). Shannon showed us her progress on the core concepts - mapping things out and making notes on changes that are needed on the existing gallery pages. Abby then showed us her progress on the history of adilas document. We then broke to work on our own projects. See attached for Shannon's notes.

Back on the mini scan cart customer search for an hour. Finished up things and did some testing.

Quick meeting with Bryan. Showed him where we are at on my stuff. Talked about next steps. We will meet up tomorrow morning and work together. I have an assignment to look up how to sort arrays and output the arrays.

Looking over Abby's history doc. Got a call from Eric and helping him merge in a code branch. Making plans with Abby to harvest some older resources (old site and photo gallery).

Merged new code branch into master for the mini customer search changes.