Initial Development
active
Total logged
27h 30m
Uninvoiced
0h 0m
Entries
15
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 15 | 27h 30m |
Recent time entries
Last 15
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 18 Dec 2023 | Additions - Adding delete and create option to the customer and vessel pages - Add a transaction list to the selected vessel/customer to show all of its related transactions - Sort the list alphabetically - Add a prompt when creating a new vessel/customer on the transaction screen to ask if the user is sure they wish to create | Caleb Harvey | 1h 0m | invoiced |
| 31 Oct 2023 | Change Tool Tips on Search to be Relevant to their Column Add Terminal/Seller Column - Resize page to maker room for new column - Expand the transaction portal to the right and move all fields and headings over so the seller/terminal can go on the left - Duplicate the vessel search and move into position - Create relationship from seller ID to seller table - Create a field in transaction to hold the Seller name followed by the terminal - Create a string field off this to showing the full new field and just the seller name underneath - Attach this string field to the new search string 6 field for the transaction to UI relationship - For the search field 6 create a new list type based off the seller terminal transaction field so all transactions can be searched for with either just the seller or seller and terminal | Caleb Harvey | 1h 15m | invoiced |
| 24 Oct 2023 | Importing Transaction Data into System - Formatting the sent spreadsheet to import better into the system - Importing the Spreadsheet and matching fields with the data columns - Creating vessel and customer records in their respective fields and matching this name to name to import their ID's into the transaction - Replacing the despatch and demurrage data with clean text - Updating the records to apply all the auto actions - Setting the demurrage value for demurrage records and despatch value for despatch records - Updating again to apply all changes - Deleting old record data that was used for testing | Caleb Harvey | 1h 30m | invoiced |
| 24 Oct 2023 | Server set up - Load up a blank server on the Mac Mini and configure ready for database - Install FileMaker Server 19.1 - Copy in files needed for https server - Move database into database folder for server hosting - Turn on the database and turn on web direct - Set the OFF Drive as the daily backup at 6pm - Set this folder up for the active backup for business Add Customer and Vessel Menus for Name Changing - In the #Menu set up in database add one for Customer and One for Vessel - Add a Vessel Select and Customer Select field into the relationships based off the UI SELECT Fields - Add in the NAV Portal into the two new layouts and set the button on the portal to select the field ready to change the name Update Cost per MT - Include despatch transactions in the calculation for the Cost Per MT Relationship - Run the report and test it Create Account for Guests Online with Link - Update the AutoLogin script in the server to redirect to Coal Ports Database - Create a guest login that can only modify the date paid and paid demurrage/despatch - Allow view only for all the relevant fields on the transaction page - Hide menus and certain buttons from this account so they can't add or delete transactions - Create link to direct user to this page and script the parameters to land them here Add Attachments to Transactions - Add an attachment portal to transactions and link the relationship to the relational ID in attachment table - Create A button to add attachments into this relationship using the transaction ID - Update the script to be relevant to the transaction table - Hide the delete button for attachments from the guest user Add Logo to all reports - Export Logo to JPEG Image - Create room at the top of all report types and add the logo onto the header of the page | Caleb Harvey | 4h 0m | invoiced |
| 18 Oct 2023 | Adding Column Headings - Resize entire transaction page to make room for extra headers - Add Transaction type and Status headers to the list of transactions - Create string fields for the relative fields in the transaction table - link them to string fields in the ui search and add the search fields below the column headers - Test the search | Caleb Harvey | 0h 45m | invoiced |
| 13 Oct 2023 | Full customer exposure list - Create a new report layout and link it to the customer table - Create a new button on the terminal list screen to go to this report - Create a new relationship between customer and transaction that shows all current exposure for that customer in the system - add the customer name and exposure amount fields to the body of the layout - sort page by highest negative exposure on load - add ability to export list | Caleb Harvey | 1h 0m | invoiced |
| 13 Oct 2023 | Ability to duplicate a transaction - add a duplicate button up next to the new transaction button - when the button is clicked, run the duplicate script that stores the selected transactions ID into a variable - go to the transaction layout in the back end and perform a find for the ID - duplicate the selected record and store the new ID into a variable - return to the original layout and set the stored ID as the transaction. select ID to select the new transaction Edit Adjustment data - Adjustment calculations takes the difference between previous months generated report and current system calculation for the previous months closing balance - Create new report table with the summary of the months closing exposure balance - if there is no previous month data display as $0 - The opening balance shows as the previous months closing balance if there is a report joined to the previous month, otherwise it shows the current calculated opening balance - Test by manually creating a generated report for a month previous to the one testing | Caleb Harvey | 2h 0m | invoiced |
| 13 Oct 2023 | Meeting to discuss plan of action and how the system will interpret data | Caleb Harvey | 2h 0m | invoiced |
| 12 Sept 2023 | - Change all currency fields to show as blank if data is empty - Import copy of spreadsheet into system - Create a relationship against the info name to load the ID's of the vessels and contacts into the records - Update the date to correctly update the INFO names - Substitute the BL Dates to a correct date format - Create a action if the selected vessel is confirmed or not - If unconfirmed highlight the field red - In the main transaction list, highlight the text red of the name that is unconfirmed - Link the users table to the UI and contact. User to the #Auth record - Load the database up onto the test server so server scripts can be tested and fully functional - Create a login for Coal Port employees with the username CPS - Test opener script with new login details - Liaise with Andrew and Jenny to provide feedback on current development - Moving the details page to the main list page so the there is no back and forth between layouts - Added the ability to hit the plus button above the customer and vessel search for each transaction to add what is in the search field in as a new vessel - Added a delete button above the transaction for the user to be able to delete their transaction - Changing some of the text fields to number fields | Caleb Harvey | 5h 15m | invoiced |
| 11 Sept 2023 | - Added fields Load rate per day, rate mt/lt and receivers agreement of laytime - Added several fields to navigation bar - Fixed the calculation to show poisitve/negative for adjustments based on whether despatch or demurrage type Fixed rate fields to have a dollar value, thousand separators and 2 decimal places - Added in test data and changed fields to match their input type | Caleb Harvey | 1h 0m | invoiced |
| 6 Sept 2023 | - Adding all the required fields into the a newly created "Transaction" table - Applying calculations to the relevant fields - Creating a Transaction. NAV screen which will show the list of all transactions within the system - Linking the Transaction. NAV table instance to the UI record and creating a select transaction field - Linking this new instance to a portal on the new layout and adding in the UI search fields to the top of the screen to filter the NAV list down - Creating a button on the portal to set the UI select field as the transaction ID and go to a newly created Transaction Details Layout - Adding a new table instance linked to this UI select ID called Transaction. Select and using this instance to add fields into the Details layout - Add a button to open a portal on both the vessel and customer fields which shows their respective portals of their NAV relationships for the user to choose from one - Add a search field above both these portals that the cursor "Goes To' immediately for the user to type and filter down the portal list | Caleb Harvey | 2h 45m | invoiced |
| 6 Sept 2023 | - Discussions with Andrew and Jenny about approaching the system and how they want it to look - Listing out the fields I will need and going over the spreadsheets sent to me by Jenny - Discussions on naming conventions and which fields require calculation or extra fields to add that aren't in the spreadsheet | Caleb Harvey | 2h 0m | invoiced |
| 6 Sept 2023 | - Adding customer and vessel tables into the system and importing in the spreadsheets fields into these tables record titles | Caleb Harvey | 1h 0m | invoiced |
| 6 Sept 2023 | - Setting up a fresh data base ready to add coal port features on site | Caleb Harvey | 1h 0m | invoiced |
| 10 Aug 2023 | Initial meeting/briefing to learn in depth about the requirements and specifics for the development project | Caleb Harvey | 1h 0m | invoiced |
Stages
- Lay Time Tracker Development
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