Basic Assignments
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Options & Settings
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Main Time Information
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Sorry, no photos available for this element of time.
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Uploaded Media/Content & Other Files
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Media Name | File Type | Date | Description | |
autoEmail.mp4 | Video | 9/30/2022 | Auto Email | |
email_report.mp4 | Video | 6/27/2022 | Email Report | |
invoice_due_dates_2.mp4 | Video | 6/7/2022 | Invoice Due Dates part 2.2 | |
invoice_due_date_project.mp4 | Video | 5/17/2022 | This is a recording of Bryan and Brandon going over the invoice due date project details. Lots of drawing and getting things started. 26 minutes. | |
adding_due_date_for_invoices.txt | Doc/Text | 2/23/2021 | Old project documentation for the invoice due date project. Way back from 2017. |
Notes:
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10/6/22 Videos for the auto email, email report and invoice due date functions. 10/6/22 Page URLs for completed project. Note: These URLs are primarily from the auto email part of this project. The URLs for the email history report, use credit terms and invoice due date project were not included as it would take a significant amount of time to dig up this past information. Large edits 1. public/afb_email_preview_action.cfm 2. public/auto_email.cfm 3. publictop_secret/cfc/Services/EmailService.cfc 4. top_secret/cfc/Daos/EmailDAO.cfc 5. top_secret/secure/classic/email_report_body.cfm 6. top_secret/secure/email_report.cfm 6. top_secret/secure/afb_corp_email_home_action.cfm 6.top_secret/secure/afb_corp_email_home.cfm Small edits 1. Application.cfc 2. public/auto_email.cfm 3. top_secret/cfc/search_15.cfc 4. top_secret/cfc/security_4.cfc 9/29/22 The auto email project was pushed live and tested. It will be used by Shari O for a week or so then the automation will be added to each of the servers by Wayne. The auto email project was completed and pushed to data 0 about a month ago. Several bugs were identified by Bryan and Shari O, but were put on hold as other higher priority projects were being completed. 6/13/22 Met with Brandon to clarify some specifics on the 2.2 plan. 2.2 Email history report (email_history_home) 1. new table (not the same as invoice history) a. new update that creates table I. Look at tables for examples (history and text) II. Email_history table variables – like custom_text table: email_history_id, corp id, payee_id, datetime, app_type_id, main_id, table_name, special flag, history_note (13, 3076, statement). III. Types of special flags: Invoice, quotes, pos, statements, customer, eCommerce, custom, auto due date, multiple invoices. 2. Set up history capture on email a. design email capture (from/to email addresses?, status: success/failure) b. search for pages to put history code on by using adilasuniversity.biz c. add email capture on all pages 3. Create email reports page a. be able to search by: type, time period (day, week etc). I. model after invoice_home_basic.cfm 4. Show email history on invoice history, PO history, quote history, and statement history reports (invoice_history.cfm etc). a. bold line below reports saying “Email History Actions” and then email reports b. ? auto_sent column in email_history. 5. Report on my_history.cfm page a. Tie to invoice app type similar to how statement works. 6. If it goes out manually it also goes into the history. 5/31/22 Met with Brandon and developed plan for part 2. Broke it down into 3 sub-sections 2.1 Add setting (Use Credit Terms) and if selected change due date on Cart 2.1.1 Add "Use Credit Terms" settings to Corp Wide Settings 1. create database update and add tiny int 2. research standard invoice credit terms 3. standardize credit terms on Corp Wide Settings, add_edit_customer.cfm page and Corp Email Settings page 4. Add verbiage to Corp Wide Settings Page 2.2.2 Use Credit Terms to switch out default session due date 1. Working on cart_4.cfc 2. check if "use due date" has been selected in settings 3. get due date session default 4. check if "use credit term" has been selected in settings 5. if "yes" get credit term variable. 6. check if a number exists in it and it is less than 100 7. if "yes" switch out the session default variable 2.2 Check due date and automate email (not planned out yet) 2.3 Email history report (not planned out yet) 5/27/22 Met with Shari O regarding moving forward to add auto email to the Invoice Due Date function: 1. Bug on invoice due date: the due date is showing current date. Is this a normal bug or happening at server update? (1:59). 2. Can we make due date default "Credit Terms" on the Customer (add_edit) page. If Credit Terms is different than due date it will trump. 3. Email template "due date" reads from due date or credit terms. 4. Different (edited template if paid). Reads from due date or credit terms. 5. Auto send out reminders if 5 days from overdue. Adilas is due upon receipt, late fee at 30 days and shut down at 45 days overdue. Alan is making good progress as of August 2019. This is an invoice due date project. It is a prep step to get a corp-wide header that could go from server to server to help prompt for overdue payments. Basically, a way to speed up the adilas receivables or A/R accounts. Once the invoice due date feature is in place, we can then figure out the aging of how old an invoice is, regardless of payment history. Once again, this is a prep step for a bigger project, but much needed. Russell and Brandon started the project back in December of 2017. Due to craziness, it got almost finished and then mothballed. We (both Brandon and Russell) picked it back up on 2/23/21. Project turned over to Bryan on 5/17/22. See media/content for a 26-minute video overview of the project. |
Additional Date/Times - Subs (70)
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Title/Caption | Start Date | Start Time | End Date | End Time | Age | Notes |
Progress Notes - | 10/6/2022 | 5:34 pm | 10/6/2022 | 7:28 pm | 1.90 Hours |
notes and videos to EOT |
Progress Notes - | 9/30/2022 | 1:27 pm | 9/30/2022 | 3:39 pm | 2.20 Hours |
video, communication and demo with Shari |
Progress Notes - | 9/29/2022 | 5:04 pm | 9/29/2022 | 10:04 pm | 5.00 Hours |
query edit, check, push and test with Brandon |
Meeting with Bryan | 9/29/2022 | 2:15 pm | 9/29/2022 | 4:00 pm | 1.75 Hours |
Meeting with Bryan a couple of times and working on query stuff for the automated emails. See EOT #'s 9372 and 9457 in the shop. |
Progress Notes - | 9/28/2022 | 4:32 pm | 9/28/2022 | 7:02 pm | 2.50 Hours |
function query issue |
Progress Notes - | 9/27/2022 | 10:42 am | 9/27/2022 | 12:30 pm | 1.80 Hours |
check the large message issue |
Progress Notes - | 9/22/2022 | 5:20 pm | 9/22/2022 | 6:20 pm | 1.00 Hours |
testing |
Progress Notes - | 9/15/2022 | 5:10 pm | 9/15/2022 | 5:55 pm | 45.00 Minutes |
bug fix with Wayne |
Progress Notes - | 9/14/2022 | 10:16 am | 9/14/2022 | 11:46 am | 1.50 Hours |
Excessive size of message issue |
Progress Notes - | 9/13/2022 | 5:10 pm | 9/13/2022 | 6:40 pm | 1.50 Hours |
bug fixes |
Progress Notes - | 9/12/2022 | 5:15 pm | 9/12/2022 | 5:45 pm | 30.00 Minutes |
prep to go live |
Progress Notes - | 8/24/2022 | 5:10 pm | 8/24/2022 | 6:10 pm | 1.00 Hours | Adilas testing |
Progress Notes - | 8/23/2022 | 4:49 pm | 8/23/2022 | 7:43 pm | 2.90 Hours | adapt code for live test and push |
meet and build | 8/22/2022 | 5:20 pm | 8/22/2022 | 7:14 pm | 1.90 Hours | met with Shari O and set up templates in Adilas corp |
Progress Notes - | 8/19/2022 | 4:38 pm | 8/19/2022 | 5:38 pm | 1.00 Hours | testing |
Progress Notes - | 8/18/2022 | 3:19 pm | 8/18/2022 | 7:01 pm | 3.70 Hours | bug fix and meet with Shari O for setup |
Progress Notes - | 8/17/2022 | 4:47 pm | 8/17/2022 | 9:23 pm | 4.60 Hours | build and push with Brandon |
build | 8/17/2022 | 10:51 am | 8/17/2022 | 2:21 pm | 3.50 Hours | move email function page to public file |
Progress Notes - | 8/15/2022 | 5:24 pm | 8/15/2022 | 7:48 pm | 2.40 Hours | move code to public file |
Meeting with Bryan | 8/15/2022 | 2:15 pm | 8/15/2022 | 3:15 pm | 1.00 Hours | Meeting with Bryan and looking at code. We discovered that we were calling an include page that would be blocked if ran automatically. It worked during testing because Bryan was always logged in. If we run it automatically, no one will be logged in. |
build | 8/12/2022 | 9:38 am | 8/12/2022 | 12:20 pm | 2.70 Hours | build queries |
build | 8/5/2022 | 5:07 pm | 8/5/2022 | 7:25 pm | 2.30 Hours | build new queries |
build | 8/4/2022 | 9:57 am | 8/4/2022 | 1:15 pm | 3.30 Hours | cleanup and add email history |
build and test | 8/1/2022 | 5:09 pm | 8/1/2022 | 10:09 pm | 5.00 Hours | buiild settings to select template and test. |
build | 7/29/2022 | 5:29 pm | 7/29/2022 | 9:47 pm | 4.30 Hours | Check due date with Sean and build auto email |
build | 7/28/2022 | 5:18 pm | 7/28/2022 | 7:00 pm | 1.70 Hours | due date issue, and email report edit |
build and push | 7/26/2022 | 10:55 am | 7/26/2022 | 4:25 pm | 5.50 Hours | build, push with Brandon and test |
build | 7/25/2022 | 5:15 pm | 7/25/2022 | 8:45 pm | 3.50 Hours | build and prep email report for check |
Progress Notes - | 7/22/2022 | 10:36 am | 7/22/2022 | 12:36 pm | 2.00 Hours | change variables on multiple pages |
Progress Notes - | 7/21/2022 | 4:57 pm | 7/21/2022 | 7:45 pm | 2.80 Hours | email reports fix |
Progress Notes - | 7/20/2022 | 2:40 pm | 7/20/2022 | 6:40 pm | 4.00 Hours | build, work on bug and meet with Brandon |
Progress Notes - | 7/19/2022 | 5:33 pm | 7/19/2022 | 10:33 pm | 5.00 Hours | bug fix on report, met with Shari O and built automation |
Progress Notes - | 7/18/2022 | 9:28 pm | 7/19/2022 | 2:28 am | 5.00 Hours | auto_email rough completion |
Progress Notes - | 7/15/2022 | 5:10 pm | 7/15/2022 | 8:20 pm | 3.17 Hours | design and build auto page |
Progress Notes - | 7/14/2022 | 4:54 pm | 7/14/2022 | 5:24 pm | 30.00 Minutes | tracking automated due date |
Progress Notes - | 7/13/2022 | 5:17 pm | 7/13/2022 | 6:02 pm | 45.00 Minutes | build |
Progress Notes - | 7/12/2022 | 10:13 am | 7/12/2022 | 11:43 am | 1.50 Hours | edit settings |
Progress Notes - | 7/11/2022 | 6:31 pm | 7/11/2022 | 7:44 pm | 1.22 Hours | Met with Brandon |
Progress Notes - | 7/6/2022 | 6:05 pm | 7/6/2022 | 7:05 pm | 1.00 Hours | research and build 2.3 |
Progress Notes - | 7/5/2022 | 5:10 pm | 7/5/2022 | 10:29 pm | 5.32 Hours | research and build 2.3 auto email |
Progress Notes - | 7/4/2022 | 9:17 pm | 7/5/2022 | 2:00 am | 4.72 Hours | research and build 2.3 |
Progress Notes - | 7/1/2022 | 5:02 pm | 7/1/2022 | 9:32 pm | 4.50 Hours | email settings and due date plan |
Progress Notes - | 6/30/2022 | 10:18 am | 6/30/2022 | 10:48 am | 30.00 Minutes | login bug with Wayne |
Progress Notes - | 6/29/2022 | 5:41 pm | 6/29/2022 | 9:11 pm | 3.50 Hours | edit email reporting |
Progress Notes - | 6/28/2022 | 6:22 pm | 6/28/2022 | 11:31 pm | 5.15 Hours | 2.3 design and edit model on afb_email.preview_action.cfm |
Progress Notes - | 6/27/2022 | 10:03 am | 6/27/2022 | 3:03 pm | 5.00 Hours | Check and push code. Start on 2.3 |
Progress Notes - | 6/25/2022 | 9:56 am | 6/25/2022 | 11:26 am | 1.50 Hours | check 2.2 and start plan for 2.3 |
Progress Notes - | 6/23/2022 | 9:04 am | 6/23/2022 | 12:19 pm | 3.25 Hours | build email report links |
Progress Notes - | 6/22/2022 | 11:34 pm | 6/23/2022 | 2:29 am | 2.92 Hours | build email report |
Progress Notes - | 6/21/2022 | 10:57 pm | 6/22/2022 | 4:03 am | 5.10 Hours | Build links. |
Progress Notes - | 6/20/2022 | 4:40 pm | 6/20/2022 | 10:01 pm | 5.35 Hours | build DAO with Alan, and clean up with Brandon |
Progress Notes - | 6/17/2022 | 5:24 pm | 6/17/2022 | 10:54 pm | 5.50 Hours | Build email report |
Progress Notes - | 6/16/2022 | 5:13 pm | 6/16/2022 | 10:13 pm | 5.00 Hours | build email report |
Progress Notes - | 6/15/2022 | 11:08 pm | 6/16/2022 | 4:21 am | 5.22 Hours | Email report |
Progress Notes - | 6/14/2022 | 5:30 pm | 6/14/2022 | 10:37 pm | 5.12 Hours | invoice, po, quote and statement history edits and bug fix with Brandon |
Progress Notes - | 6/13/2022 | 4:43 pm | 6/13/2022 | 9:43 pm | 5.00 Hours | Met with Brandon and build reports |
Progress Notes - | 6/10/2022 | 5:04 pm | 6/10/2022 | 10:20 pm | 5.27 Hours | Finished adding email code to pages and started report |
Progress Notes - | 6/9/2022 | 5:26 pm | 6/9/2022 | 9:35 pm | 4.15 Hours | email history code in Adilas pages |
Progress Notes - | 6/7/2022 | 3:52 pm | 6/7/2022 | 9:11 pm | 5.32 Hours | set up email history on the service and DAO, and completed code on email_invoices.cfm |
Progress Notes - | 6/7/2022 | 3:52 pm | 6/7/2022 | 8:07 pm | 4.25 Hours | finish design, communication and started 2.2 |
Progress Notes - | 6/6/2022 | 5:02 pm | 6/6/2022 | 9:17 pm | 4.25 Hours | Check and push code (2.1). Design with Brandon ( 2.2) |
Progress Notes - | 6/3/2022 | 2:32 pm | 6/3/2022 | 3:32 pm | 1.00 Hours | 2.2 Email automation plan |
Progress Notes - | 6/1/2022 | 4:55 pm | 6/1/2022 | 10:11 pm | 5.27 Hours | research standard credit terms and build 2.1 |
Progress Notes - | 5/31/2022 | 5:46 pm | 5/31/2022 | 10:35 pm | 4.82 Hours | Researched, met with Brandon and planned project. |
Progress Notes - | 5/30/2022 | 5:56 pm | 5/30/2022 | 7:42 pm | 1.77 Hours | Help files and notes from meeting |
Progress Notes - | 5/27/2022 | 11:56 am | 5/27/2022 | 2:56 pm | 3.00 Hours | update servers and help files, and met with Shari O |
Progress Notes - | 5/26/2022 | 5:11 pm | 5/26/2022 | 8:21 pm | 3.17 Hours | check and push code, Part 2 planning |
Progress Notes - | 5/25/2022 | 4:54 pm | 5/25/2022 | 11:06 pm | 6.20 Hours | Test and push with Brandon |
Progress Notes - | 5/24/2022 | 8:58 am | 5/24/2022 | 2:28 pm | 5.50 Hours | Edit files and met with Brandon to start to push code |
Progress Notes - | 5/23/2022 | 11:19 am | 5/24/2022 | 12:14 am | 12.92 Hours | invoice due date project |