Tenement Reporting
active
Total logged
79h 55m
Uninvoiced
0h 0m
Entries
38
Invoices
2
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 36 | 71h 0m |
| Mark Hughes | 2 | 8h 55m |
Recent time entries
Last 30
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 25 Oct 2023 | Create a No Task Due report - Duplicate the task layout and delete all irrelevant lines for a no task report - Change the table to UI as this will only show the users UI record - Search through the script to where the cancel out points are that display the message that there are no tasks found - Add to this message and ask if the user wants to generate a no task report - If yes go to the no task layout and set the start and end dates specified earlier to a global $$Displlay variable - Add this display variable to the layout - Export the PDF from the current screen and open - Return to main layout and clear all global variables/fields - Test with both types of no task responses successfully | Caleb Harvey | 3h 30m | invoiced |
| 19 Oct 2023 | Adding Commodity Column to Tenement List - Updating the report type to add a new header into the report type - Updating all the report records linked to that report type - Adding the commodity header and field into the Directory JSON field - Adding an Update JSON field to put in the directory json so the server update is much faster on all directory - Tenement list not running - Inspecting the element shows there is a comma expected somewhere in the script that is missing - Pulling a backup and copying the old report type data across but report still unable to load - Double checking the JSON directory field to see the commodity field added is missing a ":" - Adding this and updating the directory json fields on all directory records - Tenement List running well with the commodity header and data added | Caleb Harvey | 4h 30m | invoiced |
| 3 Oct 2023 | E45/6545 contains commitment data - Checking the FMG report for E45/6565 to see what it's commitment states - As it shows as 0 i was unable to replicate the area - Ensure the application for that tenement is updated correctly - Liaising with Anita, error happened before full application update - Resolved | Caleb Harvey | 0h 30m | invoiced |
| 3 Oct 2023 | In FMG Reports, Filter out Inactive Tenements - Find the script step for all reports where the found set is constrained - Add an if statement where if the Contact ID equals FMG's contact ID, constrain to only show active tenements - Test all reports to see the inactive tenements no longer showing in reporting | Caleb Harvey | 0h 45m | invoiced |
| 3 Oct 2023 | Group Tasks not pulling through to reports - Setting all current group tasks to action required misc = 1 - These tasks are now pulling through to the report - Following the process in script debugger of creating a new group task - Finding a point to insert an if statement that sets the task as required if it is a group task type automatically - User still has the option to switch off required if they need - Creating a test group task and testing it on the test tenement switched off and on to see if it pull correctly through the support - Success | Caleb Harvey | 2h 30m | invoiced |
| 3 Oct 2023 | Mining Leases Quarterly Royalty Return etc. not pulling through to report - Chcking to see the tenement configured task was already marked as reportable - Running up a report for client Aeris - Seeing the tasks in the report (Unable to replicate error) - Liaising with Anita for clarification on if this is still an issue | Caleb Harvey | 0h 45m | invoiced |
| 3 Oct 2023 | Reports Pulling Through Incorrect commitment Data - Discussions with Leanne, Anita and Caroline where the commitment pulls from and how they want it to work - Add a trigger script to the commitment, and period date fields to update the calculation for the application commitment when the financial record is edited - Perform an update on all applications on the server but added today's date first in the global field to calculate the relationship specific details first | Caleb Harvey | 3h 0m | invoiced |
| 29 Sept 2023 | Task Reports Not Pulling All Tasks - Found the example from Anita and was able to replicate it - Using script debugger, I stepped through the script process and when the set was constrained to the specific task requirements the tasks weren't there - Examined the constrain requirements against a perform find for a missing task in the back end task table - The search brought through the task in the back end correctly - Stepped though debugger again to find the tenements constrained out of the set due to the contact not being a client, rather a holder - Discussed with Anita the process and reason why the tasks weren't pulling through - Added a custom dialogue that prompts the user to select if they wish to run a report for all associated tasks or just the tasks the contact is a of - If the user selects all tasks the related tenement set won't be constrained - If the user selects Client tasks the constrain will take place as usual - Run reports both ways and successfully solved the issue | Caleb Harvey | 2h 30m | invoiced |
| 8 Sept 2023 | Rent Field not Displaying Dollar Value - Changed pdf export rent field to a currency field with thousand separators and two decimal places CSV export showing up blank for the Group Report Code - Changed the formula searching for nthRecord in folder. directory REPORT to get the group title to pull it from folder group. directory instead. CSV saves to desktop automatically - went through all csv exports in directory script and removed the filepath definition - tested all buttons and all prompt user to select the filepath and name for their export Showing Blank Month Lines on Export with no Tasks - Creating 12 Tasks marked with ACTION Month Nil and give them the first date of their respective months | Caleb Harvey | 3h 0m | invoiced |
| 28 Aug 2023 | Shirt Rate Tasks Not Appearing in Report - Ask Caroline for example tasks to test why they're not showing up - Find the tasks ID and look in the back end - Tasks are manually added so don't have a configuration to link to and are not marked as ACTION Required Misc - Marking all shire rates in the back end as required and updated all 20,000 of them - Emailing a tutorial of how to mark tasks and task configurations as required for reporting so they can be changed by the staff | Caleb Harvey | 2h 0m | invoiced |
| 25 Aug 2023 | State Managers not pulling through correctly - E-mailing Tamara to identify where the e-mails pull from - Managers still not pulling correctly to task report - Checking back end to see the relationship to t he contact join - Global dump field stored with amets contact card to pull their relational contacts to the report - Checking the contact join records to ensure state ID's are updating correctly - Checking filter on portal of state manager list to find the filter is calculating incorrectly - Mark to fix portal filter | Caleb Harvey | 1h 45m | invoiced |
| 22 Aug 2023 | Tenement (E45/2510) displaying in record view but disappears when printing PDF - When unsorted reports are created they still sort by blank calculation fields - The calculation fields are slightly overhanging the bottom of their sub-summaries which is hiding the top record - Made the sort fields slightly larger to fit their fields inside - Changed the script if $$ReportSort is blank to sort by tenement title code only as when searching json for blank it returns an error so shows as not being blank | Caleb Harvey | 2h 0m | invoiced |
| 4 Aug 2023 | - Finding the Sorby Hills tenements and checking their tasks - Switching all the combined report and other required tasks to on for "Reportable Task" - Testing and relaying with Anita to ensure successful results | Caleb Harvey | 1h 30m | invoiced |
| 4 Aug 2023 | - Liaising with Leanne to receive list of statuses to be marked as "Ceased" on client reports - Changing initial calculation formula to show as "C" if the report status matched any of these ceased tenements - Changing the key in the top of the report to show the letter "C" for Ceased and removing Expired from the key | Caleb Harvey | 1h 45m | invoiced |
| 3 Aug 2023 | Changing the Sorting Functionality of the Holding Report - Create new script called ReportSorter - Go to the holding report layout of the related client tenements listed against the contact - Added a pop-over button with three buttons listed "State", "Project" and "Holder" - Script these buttons to store the related name to the button in a global variable that either adds the sort into the variable or removes it based on whether or not it has already been selected - Script 3 Boolean global variables that keep track of if their correlating sort name is in the sort variable or not and its location in the list to display to the user. - These 3 sort variables are next to their correlating buttons to display their order in the sort - Add a submit button to the pop-over that the user can hit once they are happy with the sort order. - Add a third sort sub-heading to the layout and to all three add headings for "State", "Project" and "Holder" that have hides on them depending on what the sort order is - Add 3 calculation fields to the "Directory" table called sort1, 2 and 3 - Script the sort variable to display in the $$ReportSorter variable as a JSON Object - In the 3 new calculation fields, make them each display the field corresponding to the field name in the JSON Object - Have the 3 sub-headings only display when sorted by these calculation fields - update the tenement records to touch them and recalculate the fields to change the sort - add a preview button and a export pdf button to the top of the layout - Move this and the pop-over into a header at the top so it doesn't display when exporting the file - add in a back button to return to the contacts page - Blank sub-headings were still displaying when sorting by all three so i created an if-statement tree to sort based on which sort fields contain data in them and which ones don't - Once the back button has been hit, any changes made to the global JSON Object variable are stored inside the contact details under a new field and the object is stored inside another object with the name of the report type - This allows future reports to have the same functionality and store it inthe same contact field under a different object name | Caleb Harvey | 8h 0m | invoiced |
| 3 Aug 2023 | Discussion with Leanne and Anita on the phone regarding the handling of the Holder report's sorting functionality | Caleb Harvey | 0h 30m | invoiced |
| 1 Aug 2023 | Amets - Fix the contact table at the end of the task report as per Anita's request; Emailed her back; Investigate Kaili Resources task report showing duplicates and completed tasks; | Mark Hughes | 1h 15m | invoiced |
| 1 Aug 2023 | Tenement reports showing for holders and clients when only clients are required - Test all reports in the tenements tab of contacts - Tenement register is the only one showing client only reports - Scan through register script to find the correct approach to copy to the other forms - Capture the contact ID at the start of running the other 3 reports and constrain the set to only having Client ID's matching the contact ID - Issue resolved | Caleb Harvey | 1h 30m | invoiced |
| 14 July 2023 | Update Covenant Report to Remove notes and format $ values - Remove "Notes" header from initial csv variable table header - Remove "Notes" formula from the data in the csv varibale so that it doesn't build out the extra column - Around the two $ value fields, substitute out all symbols and place inside currency formula to add $ sign at the start, add thousand "," separator, and show values to two decimal places - The thousand "," separator was causing issues with the comma style csv variable. Added "/"" around both number fields to quote the field into one column | Caleb Harvey | 3h 30m | invoiced |
| 5 July 2023 | Adding in option to choose if a task is required for the report - Creating an ACTION field in the Folder table to mark as 1 or 0 if it is required or not - In the task details layout, a button was added to set this new field to be required - in the task report script, add a new request to the constrain on the related folders to look for the the new required field being set to 1 - Test to ensure reports are pulling correctly - Changed script to show an error message if no tasks are linked to a user with the constraints. The process would just return them to contacts with no message | Caleb Harvey | 3h 0m | invoiced |
| 27 June 2023 | Update all reports to show the correct contact profile header as formula is different due to multiple client accounts on tenement - Create global field to store the clicked customer - when loading report, inject the contact details into the global field using script and load as report header - Change this code in the script for the Task Report, Tenement Register, Holdings Report and the Covenant Report | Caleb Harvey | 0h 45m | invoiced |
| 26 June 2023 | AMETS - Discussion with Anita, and Leanne; Working on to do list especially the Task Report; | Mark Hughes | 7h 40m | invoiced |
| 20 June 2023 | PDF Not Opening in Acrobat - Test PDF by removing all objects one by one to see if the doc will open - found that pdf doesn't open in acrobat due to line items - Replaced line items with thin boxes - Boxes needed to be replaced with black bordered clear text fields - resized fields to suit report - tested and successfully opened reports | Caleb Harvey | 2h 0m | invoiced |
| 19 June 2023 | Tenement Holdings Report - Create while loop through all the folder group title calls in directory to search through the unique valued list and put commas between multiple codes - Test this method has stopped duplicate codes - Update every record in directory to reflect this change | Caleb Harvey | 0h 30m | invoiced |
| 19 June 2023 | - I have moved the AMETS logo over to the right hand side above the status codes and made it smaller - The rest of the title is moved to the left - I have Removed the total sqkm for now - The report sorts by state and then project - I have removed notes for now - Danielle’s profile had their first and last name filled in under first name. This is fixed now. - The state row colour is now the green from the M in the logo - The heading text is bold | Caleb Harvey | 2h 0m | invoiced |
| 17 June 2023 | - added code into script to produce the relevant state emails and store them in the global email list field down the bottom of the report - Sorted tenements in alphabetical order of title codes under their relevant projects under their relevant states - added the short code for area units as a separate calculation field to display in report - resized total summary fields to fit the number inside as a "?" was displaying - added "Report Total" and "Portfolio Total" headings to the summary sections - resizing of document and print setup to accommodate the smaller fields being resized | Caleb Harvey | 2h 0m | invoiced |
| 16 June 2023 | Tenement Holdings Report - Change state sort to project sort to group the tenements in the found set inside their projects. - create script to go to the tenement holdings report layout and apply the sort and print a pdf - create a custom print setup for the size of the report | Caleb Harvey | 1h 0m | invoiced |
| 16 June 2023 | Tenement Register - Add two new global fields to hold the list of relevant managers and emails based on the found set - in the code for exporting as a pdf, add formula to finde the unique values of every manager and state in the found set and display them in a listed view - display the code in the global fields and clear them after the file has been exported - resize report now that some fields are gone/resized - change the printer setup to match the new size of the report | Caleb Harvey | 1h 0m | invoiced |
| 7 June 2023 | Importing Contact ID Codes from spreadsheet - Formatted spreadsheet to include customer _ID's to have a match when imprting into the system - Deleted customers from spreadssheet who weren't already in the system - Imported new spreadsheet into database to update customer ID Codes - added these codes to the Holder heading in the Tenement Holdings Report | Caleb Harvey | 2h 0m | invoiced |
| 7 June 2023 | - created INFO field to pull group codes data to tenement list - added this listing to the Grp rprt cds heading in the Tenement Holdings Report | Caleb Harvey | 1h 0m | invoiced |
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