Additional development of system
completecompleted 17 Feb 2023
Total logged
33h 15m
Uninvoiced
0h 0m
Entries
26
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Jacob Edwards | 25 | 31h 15m |
| Scott Oliver | 1 | 2h 0m |
Recent time entries
Last 26
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 11 Feb 2022 | Client reported pricing not appearing in jobs. Previously advised but unable to replicate initially. Example provided. Price not calculating when an order invoice has been emailed, altered code to remove this catch. | Jacob Edwards | 0h 15m | invoiced |
| 9 Feb 2022 | Implemented delete button on Tags page to allow for deleting containers. Creted new relationship and field on Container table to hold count of records allocated to that container. Placed count field on Container portal to display for user. Added button to trigger an update of the count field. Cross-referenced some examples with the orders screen. No bugs found. Implemented hide on delete button to only show for Executive privileges and to only appear if the Count is 0 to prevent container deletion with assigned products. | Jacob Edwards | 1h 0m | invoiced |
| 9 Feb 2022 | Redefined search product field to use values from item. nav in order to store IDs but display product titles for UX. Added button over search field to trigger Item lookup for item selection. | Jacob Edwards | 0h 30m | invoiced |
| 4 Feb 2022 | Container drop down on Orders - created as records to enable alphabetical sorting and future proofing | Jacob Edwards | 0h 15m | invoiced |
| 3 Feb 2022 | Team discussion regarding current tasks and future roadmap | Jacob Edwards | 0h 30m | invoiced |
| 1 Feb 2022 | Amended data into separate contact joins for future proofing. Retested contact email and phone fields. | Jacob Edwards | 0h 15m | invoiced |
| 1 Feb 2022 | Confirmed Send Email still receiving email address. Confirmed using test orders for contact Jacob Edwards (self) and Connie Papadopoulos. Further tested changing contact email address which was then reflected in the next generated email. | Jacob Edwards | 0h 30m | invoiced |
| 31 Jan 2022 | Client alerted to contact emails appearing on the wrong contacts. Investigated issue and found contact layout displaying two different records. Adjusted field relationships to show one record. | Jacob Edwards | 0h 30m | invoiced |
| 31 Jan 2022 | Scripted case statement to retrieve next/previous ID value based on filtered Orders list. Added in arrow buttons for next/previous. Applied scripting to buttons. Implemented conditional formatting on arrow icons. Next turns grey if it is the last order in the list, previous if it is the first order in the list. Tested using different order list filterings to test on various lengths of order lists. Placed functioning buttons on Order Details layout. Removed non-functional export button from layout. | Jacob Edwards | 1h 45m | invoiced |
| 27 Jan 2022 | Finalised scripting for Package pricing and modifying prices based on package pricing marker. Tested for using Package Price. Order correctly received price for Package Product, and correctly marks following items as 0. 0 Values are hidden automatically. Tested for not using Package Price. Correctly marks package product as 0 and adds items onto Order with pricing as per normal. Advised client via email. | Jacob Edwards | 0h 30m | invoiced |
| 27 Jan 2022 | Created fields in Product table, order table and order line table to establish infrastructure for package specific pricing. Scripting to check for package status upon adding product to order. Scripting to alter price for packaged items initiated. | Jacob Edwards | 0h 30m | invoiced |
| 25 Jan 2022 | Created new field on order table to allow for grabbing customer email address through the relationships. Add field onto Order List layout and added into Exported fields. Advised client. | Jacob Edwards | 0h 15m | invoiced |
| 24 Jan 2022 | Investigated relationships behind email and phone between contacts and orders. System initialised to cater for multiple email/phones linked to a customer. Altered relationships to enable ability to alter phone/email on the contact page and be reflected on order details. Added in scripts to fields to update records on object save. | Jacob Edwards | 1h 0m | invoiced |
| 21 Jan 2022 | Implemented Export of Order List. Added Export button to Order List layout. | Jacob Edwards | 0h 15m | invoiced |
| 20 Jan 2022 | Adjusted print order list to display summary totals. Added sent/unsent filtering onto Order List. Updated Menu Register records for all users. Applied updated relationship for filtering. | Jacob Edwards | 0h 15m | invoiced |
| 19 Jan 2022 | Added field for invoice numbers onto note table. Added invoice number field onto Contact Notes layout. Added overlayed button to click through to applicable invoice for the note. Altered add note script to input invoice number onto the note record. Altered portal relationship to Notes on Order to reflect notes only linked to order. | Jacob Edwards | 0h 30m | invoiced |
| 19 Jan 2022 | Added in Fields for searching on Sale Date, Shipment Date, Order Status. Added in field for searching Product Statuses. Added in field on Order table to merge all product statuses into a searchable list. Created popover buttons over date fields to allow for a single date or date range to be entered. Incrementally created relationships for each searchable field. Client reported Users losing view of orders. Updated User Menu Registers to trigger new calculations to satisfy new relationships. Added Paid indicator into search results. Added Balance Owing, hides when value of $0 Implemented buttons to set the search value for sent/unsent Implemented updated version of Order List layout. Created Report layout to reflect all records visible in Order List. Implemented print button that directs to report layout. Client alerted to orders that are not available in order search. Found data discrepancy on provided example, preventing the relationship. Updated field definition on order table and updated on all order records. | Jacob Edwards | 4h 30m | invoiced |
| 18 Jan 2022 | Defined new fields to identify item as package, to house list of packaged items. Implemented new portal for viewing assosciated packaged items. Created Script to add items into packages using same window as product selection on orders. Implemented button to add products into package, triggers script. Scripted sort order to be inherited from Packaged item. Created Delete button to remove item from package. Added in Product SKU field for all products. Changed + button to popover, with options to create new product or new package. Scripted packaged items list to only become viewable when an a package product is created. Created test package. Altered add product script on Orders to check if item is package, Scripted items marked as package to trigger loop to add all associated packaged items into order. Tested adding packaged item onto order successfully. Added Tab into package items to differentiate on invoices. | Jacob Edwards | 6h 0m | invoiced |
| 13 Jan 2022 | Debugged non-updating Pricing upon changing product lines. Tested changing lines, updates to new items regular price. Tested changing the new item price, functions correctly. | Jacob Edwards | 0h 30m | invoiced |
| 13 Jan 2022 | Added in more sort orders at client request. | Jacob Edwards | 0h 15m | invoiced |
| 12 Jan 2022 | Configured destination field to store ID's of items Created duplicate layout of Order details to avoid client disruption in live database. Added in select/deselect buttons on portal lines. Scripted buttons to add/remove item ID to destination field. Scripted buttons to hide based on ID existence within destination field. Added in Select All/Clear selected buttons. Scripted buttons to hide based on existence of values within destination field. Added field onto layout for selecting a status to apply to selected items. Created Apply Status button. Scripted button and status field to hide until a selection has been made. Implemented loop script on apply status button, to find each selected item record and sets the items status to that of the newly implemented status field. Tested scenarios - one item selected, all items selected, multiple individually selected items - all tests were functional. Investigated bug when adding a new product onto an order, was immediately adding it to the selected item. Removed script step on adding new items to prevent this. Recorded screen demonstration and sent to client. Updated original layout to reflect above updates and removed duplicate layout. Investigated bug on pricing when adding/deleting items to order, total would not consistently update. Debugged and resolved by modifying script to trigger update field. Modified "exclusive total" to "inclusive total, as it reflects total inc gst. | Jacob Edwards | 3h 0m | invoiced |
| 11 Jan 2022 | Client raised issue with sort function. Altered sort value of tag to resolve one example. Investigated second example, no product type inputted on product, added in for client. Triggered update on product lines. Advised client via email. | Jacob Edwards | 0h 15m | invoiced |
| 11 Jan 2022 | Created new table for product types. implemented relevant fields in new table and added in a reference field on the item table to facilitate assigning of types. Added in two types with sort order values. Altered relationship to affect sort order of portals for items on orders. First priority is a sort order value, second is alphabetically. Added in dropdown list for product types on the product list page for the assigning of a type to a product. Implemented product types on example products for testing. Called client, no answer, emailed with instructions to assign types. Client phone call - types not working - investigated and it was due to unassigned types. Client advised two more types to add in, completed. | Jacob Edwards | 2h 0m | invoiced |
| 11 Jan 2022 | Reviewed Order deletion process. Altered scripting to incorporate types into custom dialog eg Tax Invoice. Advised client of process. Created rules to enable pickup/address to hide/appear based on Pickup having a value, on the Order Details screen. Added a new edit button, to change address/pickup details. Added a help note to explain the functionality of the pickup. Reviewed request to enable editable unit amount. Altered field definition to account for user changes. Tested and change accepted. Confirmed that the change contributes to total calculations. Emailed client to advise of progress. | Jacob Edwards | 2h 0m | invoiced |
| 10 Jan 2022 | Reviewed and altered calculations for searching names to account for single letter searches, applied to the different fields that the Contact page and orders page utilise to determine the results. Reviewed pricing on Besse Bassinet to determine pricing not displaying, raised by client. Determined due to date effective on pricing. Reviewed request for status changes on product lines to occur on all. Requires further coding to enable flexibility in when to apply to all or to apply to a subset of the product lines. Added Pickup field to display on Invoice, located right above any address details on the invoice. Reviewed filtering/ordering statuses alphabetically eg to enable hitting ’s’ to display the related statuses. Determined needs further work on shipments before this can be done. Placed button to change a product line within the Order details page. Removed 27 blank contacts as requested via phone. Advised instructions for process to client via email. Created new script to enable product lookup, and upon selection replaces the product line. Tested and working. Removed Billing address and left Shipping address on the Order detail. Reversed upon customer contact. Removed unpaid invoices on the customer screen. Created a tabbing order to enable tabbing between first and last name fields. Reviewed implications of implementing rules to display/hide pickup/address based on pickup having a value. Hides to be applied based on when pickup field contains a value. Communicated work progress and queries to client. | Jacob Edwards | 4h 0m | invoiced |
| 8 Jan 2022 | Additional support and assistance with any minor changes | Scott Oliver | 2h 0m | invoiced |