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Adilas.biz Developer's Notebook Report - 6/1/2009 to 6/30/2009 - (32)
Photos
Time Id Color Title/Caption Start Date   Notes
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AU 1392 Daily Tasks 6/2/2009   • Working on the main flex grid search and add/edit flex grid line item page.
 
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AU 2367 Tech - Flex Grid Search Form Layout 6/2/2009   Flex Grid Search Form Layout
(Please see scan in photo gallery)

Flex Grid Tie-In Form Layouts
(Please see scan in photo gallery)
 
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AU 1393 Daily Tasks 6/3/2009   • Working on the add/edit flex grid line item page.
 
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AU 1394 Daily Tasks 6/4/2009   • On the phone with Steve going over questions on the flex grid.
• Worked on the add/edit flex grid page.
• Worked on the flex grid search page.
• Added the flex grid quick search.
• Also added a session var for invoice/cart type.
 
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AU 1395 Daily Tasks 6/5/2009   • Working on filtering the flex grid results.
• Decided to convert everything to numbers and add them up. If the sum of the column is greater than zero, it as data in it.
 
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AU 2368 Brainstorming - Displaying Flex Grid 6/5/2009   Questions about displaying flex grid:
1. Once the database has been searched and records are ready for display… then what? How do I make the results and report as small as I can and still show the fields that have data? There are close to 30 fields that are available, I would really like the reports to show between 5 & 15 fields.
2. Options:
a. Start with the query results
b. Somehow I need to get the length and value (numeric) for the different fields.
c. I then need to figure out which fields to show.
d. Maybe I could convert all values to numbers (use the length on strings) and then add them up (sums). Then do a check for sums at great than 0. If yes, add the values to an array. We would then be able to lip over the array and query.
 
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AU 1396 Daily Tasks 6/6/2009   • Working on adilas web services documentation.
 
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AU 1397 Daily Tasks 6/8/2009   • Changes for a company. Added a new paragraph, changed verbage, reformatted homepage, added 3 new pdf links. Invoiced.
• Working on adilas web service documentation.
• On the phone with Steve.
• Went out to work with Steve and a client on their balance sheet. 15 miles.
 
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AU 1398 Daily Tasks 6/9/2009   • Working on web service documentation.
• On the phone with Steve and working on the flex grid search.
 
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AU 2369 Tech - Flex Grid Search Output Planning 6/9/2009   Flex Grid Search – Output Planning
(Please see scan in photo gallery)
 
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AU 1399 Daily Tasks 6/11/2009   • Working on showing dynamic flex grid search results.
• On the phone with Steve going over balance sheet items and flex grid options.
 
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AU 1414 Daily Ideas 6/11/2009   -Fast Sunday June 7th, 2009 – Fasting for help in deciding how to spend my time and options for making enough (sufficient for our needs) funds to pay bills and make our family go forward. Currently, we are really struggling and are barely making it. We have been very blessed and that is the only way we have been making it.
-Maybe I could trade services or barter with folks to do things for them. Don’t know why I got this idea but was looking at the Tahoe outside and was thinking of ways to get a 3rd seat. Thought of a guy and how they have a Tahoe that has a 3rd seat and they don’t use it much.
-One of the first things I saw this morning was the new H2 Zoom handy recorder and how much I would love to develop the adilas front end. I really want to get the theory and tutorials out to the public. The more we do here, the less training we would need to do, the more anybody (clients, potential clients, competition, etc.) would know and understand about our approach and our services. I really want to get it out there and help push the market.
-My wife and I were driving home from taking her mother to the airport. On our way home we were talking about adilas and other options for getting money and making ends meet. We talked about moving, getting a more stable job, getting a side job, supplementing my current job (adilas developer), or just driving in deeper and fully focusing on getting adilas up and going. After talking over options, we (my wife’s idea) decided that we shouldn’t do anything drastic and should fast about options and approach the Lord as though we had decided to dedicate full-time to pushing on adilas. This is what we are doing.
-On PO edit line items – show link to PO payments. Currently only on very PO page.
PO’s & E/R’s
Po date - e/r date
Received date - pmt date
Payment/paid date - verify date
Verify date

Deposits & Invoices
Deposit date - invoice date
Verify date - payment date
- Deposit date (?)

B.S.I. & Stock
Main in date - date_in
Start date - date sold
Sub dates - payment date
- sub dates
- floorplan dates

To do list for photos:
- Need a date/time stamp for all photos
- Maybe think about a void photo
- On stock/units and parts – I need a show on customer web flag or switch
Ideas:
- Would love to make a page for each item that shows current status and possible mile markers and when things hit different sections.
- Example:
o Created: ____
o Hit I.S. ______
o Hit B.S.______
o Current status:_____
o Missing: _______
o Key time stamps: ____ ____ ____
- This is just an idea. It may help persons who are taking things clear to the B.S. or posted level.
 
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AU 2370 Note - Flex Grid Questions 6/11/2009   - What about permissions and searching the flex grid?
- It would be best to control the permissions on the main search, then the user wouldn’t even have access to them.
- What about doing a flex (type = 1 or all) search. How do I limit who gets to see what?
 
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AU 1400 Daily Tasks 6/12/2009   • Working on filtering the flex grid search results by permissions.
• Worked on editing flex grid tie-ins.
• Steve came over and we had a meeting. We talked about the balance sheet and I gave him a demo on the flex grid. Tons of potential.
• Starting working on showing the standalone flex grid.
 
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AU 1401 Daily Tasks 6/13/2009   • Working on the standalone flex grid search and results.
 
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AU 2371 Tech - Number or ID Notes 6/13/2009   # or ID Notes
(Please see scan in photo gallery)
 
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AU 1402 Daily Tasks 6/15/2009   • Created a report that shows corporation stats.
• Posted files online and called Steve to let him know.
 
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AU 1403 Daily Tasks 6/16/2009   • Worked on adding a date to the photos table.
• Created an update page for all existing photos.
• Created a new logo for a company.
• Ran the image update page and worked on the standalone flex grid page.
 
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AU 1415 Daily Ideas 6/16/2009   General Corporation Stats:
- Active Location(s):
- Inactive Location(s):
- Active Bank(s):
- Inactive Bank(s):
- Active Customers:
- Active Vendor/Payee(s):
- Inactive Vendor/Payee(s):
- Active Employee/User(s):
- Inactive Employee/User(s):
- Active Departments:
- Inactive Departments:
System Stats: (Put this above the general info)
- Item/Sub Item/ Count/ Value
- Deposits
- Invoices
o Counter Sales
o Customer Invoices
o Internal
o Transfers
- Statements
- Quotes
- PO’s
- Expense/Receipts
o Normal
o Reimbursement
o Checks printed
o Payroll stubs
- Balance Sheet Items
o BSI sub items
- Units
- Parts
May also need images/scans as a sub type for main items.
 
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AU 1404 Daily Tasks 6/17/2009   • Working on standalone flex grid page.
• Added printable flex grid options to all main printable pages.
• Posted files online.
 
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AU 1405 Daily Tasks 6/18/2009   • Went up to Steve up to Granby, CO to meet with some clients.
• Group meeting and adilas demo. Answered questions.
• 15 miles driving to airport in Salida.
 
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AU 1406 Daily Tasks 6/19/2009   • Worked on help files and flex grid permissions.
• Flex grid went live.
 
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AU 1407 Daily Tasks 6/20/2009   • Fixed a location problem on the flex grid.
 
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AU 1408 Daily Tasks 6/22/2009   • Working on another layer of security and permission check for flex grid searches and assignments.
• On the phone with Steve going over ideas and needs.
 
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AU 1409 Daily Tasks 6/23/2009   • Testing and signing off on flex grid pages.
• Posted files online.
 
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AU 1416 Daily Ideas 6/23/2009   From Post-it notes:
- “Forget yourself and go to work.”
- Physical year dates
- Special line item flags
- Move #’s final on B.S. report to top
- Put PDF’s on other server or use binary fields
 
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AU 2372 Brainstorming - Working on Corp History 6/23/2009   Working on Corp History
- I want to show at least two different reports:
o Effectual – what shows up
o Historical – who touched what
- I want to keep things as simple as possible
o There are 100’s of tables, 1,000’s or records, and tons of different application types. (K.I.S.S.)
- On all reports, go from general, to details, to full drill-down.
- Not all histories have a drill-down
- Not all items have a date/stamp
- Possible filters: date range, user, location (same), application type, corp (behind the scenes)
- On general results I need the following:
o Caption (item name/sub item)
o Drill-down (link)
o Count (record count)
o Value ($ if any)
o Destination (B.S., I.S., Both, N/A)
- I want to switch very quickly between dates and report types
- Maybe I need a basic search and an advanced search.
- This may be the first report after clocking in/out that a manager views or looks at. Make it easy and effective. Default to current day with options to look back 1 day, 2 days, weeks, months, custom date range.
- Because I want to switch between types and dates quickly. Maybe I need to have the search form be on the top of the page and the results on the bottom of the same page.
- One of my main goals is to help users and managers be aware of what happened, who the players were, and what effect their actions had.
- It would be really cool if the application helped the users know if the action effected B.S. or I.S. or General (no effect on financials). (Maybe even both B.S. & I.S.)
- Once a date is pulled, if a date in the past, show a quick link for next and previous (meaning dates).
- Similar to daily/weekly sales reports. Show the correct date heading and title for the reports.
- On the historical report have options to group by application type or run exact history (chronological according to time stamp).
 
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AU 1410 Daily Tasks 6/24/2009   • On the phone with Steve going over the flex grid and other options.
• Working on the corp history report.
 
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AU 2373 Tech - Corp History 6/24/2009   Corp History:
- Deposits:
o Deposit Line Items:
• Financial Category id:
• 6 = special deposit (BS)
• 7 = other revenue (IS)
• 11 = revenue adjustments
• 10 = normal
• 5 = special expense (BS Type)
• 8 = COGS
• 9 = Normal
 
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AU 1411 Daily Tasks 6/25/2009   • Prep for phone call with a client and new eval process. Talked with the client, going over new evals and questions that I had. Quoted $400(ish).
• On the phone with Steve going over tick list and balance sheet stuff.
• Worked on the corp history page.
• Added drill-down links and posted files.
• Basic functionality on the report but got first round up and online.
 
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AU 1412 Daily Tasks 6/26/2009   • Working on parts and stock/unit drill-downs for the corp history page.
• Went out to work with a client’s balance sheet. 15 miles.
 
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AU 1413 Daily Tasks 6/29/2009   • Added a next day link to the balance sheet homepage.
• Moved the B.S. totals to the top of the page.
• Worked on corp history drill-downs.
• Started working on line items drill-downs.