TODO
TODO

#Docs to Enter | Documentation

#Testing

Source-Roadmap

Contacts fields

Main-Org/Employer (other orgs are listed in the relationships)

? What about Org-Locations when multiple branches ?

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#next

Create Tags table and the multi-attribute functionality

tags are challenging since they are auto-assigned

Filters & Sorting Tables & Proc

Test Saving multiple sort records and generating the sql for it

Test Saving multiple filter records and generating the sql for it

has to be same as on-the-fly functionality

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#contacts

import all the rest of the fields from SAM once we have an easy way to import the field and the list (if the list doesn’t already exist)

maybe have a CSL field tables.imported_table_names to keep track of the matching tables in other DBs (like SAM)

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p_view_fields

test where fields.db_table (for multi-part tables)

select db_table from [fields] where db_table is not null

exclude fields when is_disabled/is_deleted: allows us to take it off the form temporarily, like when troubleshooting which fields are the culprit

should this be in the v_view_fields?

Specific-Tables

mod-entered/updated/deleted

test this in the p_view_data

cases

family

2 contact recs joined

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Previous-Immediate-Next

setup nightly export in SQL format into db/data_export dir

but have excluded tables or t.is_include_data_export

p_field_delete for the section_id in the views_fields

since we have a universal intermediary section_id that we use

All the data that contains the reference to “sam_branch” needs to be replaced with the exported straight data

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SQL-logging

exec spErr_Wrt → log (log_type: d-sql-error)

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Goals

Tables for Time Logs

API for

entering new users

setup/changing their permission

adding time log records

not being able to edit them unless

checkbox for user can edit own timelog

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config

see all of SAM config fields and enter the ones we plan to use

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Data Grid

The Data Grid is the base for all the

reports

lists

horizontal-forms

? Should Add/Edit Forms really use this or should be a separate component ?

So we need this component to be one of the keys/hearts

? Should we be able to add new records through a report ?

YES-But - we should popup the add-form set for the table in a modal and then refresh the report results after saving

Requirements

Rowspan for 1:Many Relationships

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Tables Setup

Specific-Tables

contacts

relationships

between contacts

mod-entered/updated/deleted

test this in the p_view_data

cases

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Core-Data-Management

We should be able to set whole tables we want to export

like after we make changes to the config, to export all of them as part of the release

OR we should be able to select which of the recs or fields we want to export for a table

so that we don’t override the user-supplied values except for our system fields

one-click ability to set the “db\data\[table-name].sql”

or have a different db\data\export directory which is what the scripts call with the simple exports of all the tables and fields that we want to go into systems

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How could users be cross-connected between all the systems for cross-connected records between

capacity-building

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Multi-Select-List

filter for list-rec-types for soft-delete (and for system/archived types too)

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UI - Error Handling

Pull the specs from Omma about using parsley and garlic

We want the prompts to be timely but not annoying, so when tabing/unfocus away from a field then check for errors, but check if its correct as they are typing so once they finish typing then it will check if its valid but won’t check unvalid until leaving so that its minimal state changes

ask AI to merge my changes into the latest working version of Parsley or to find the best alternative

create tests to confirm that all the validation works

what are the best ways to have the client and server validation work together

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Biz

Choose a registered agent service: Before filing your LLC formation documents, select a registered agent service provider. This is important because you need to list the registered agent's name and address in your formation documents.

Name your LLC: Select a unique name for your LLC that complies with Delaware's naming requirements. Ensure that the chosen name is available by conducting a name search on the Delaware Division of Corporations website (https://icis.corp.delaware.gov/Ecorp/NameReserv/NameReservation.aspx).

File the Certificate of Formation: After selecting a registered agent and naming your LLC, file the Certificate of Formation with the Delaware Division of Corporations. The filing fee is $90. You can submit the documents online, by mail, or via fax. Ensure that your registered agent's name and address are included in the Certificate of Formation.

Obtain an EIN: After your LLC is officially formed, obtain an Employer Identification Number (EIN) from the Internal Revenue Service (IRS). This is required for tax filing purposes and for opening a business bank account. You can apply for an EIN online at the IRS website (https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online).

Create an Operating Agreement: Although not required by the state of Delaware, it's a good practice to create an Operating Agreement outlining the structure, management, and ownership of your LLC. This document can help prevent future disputes among members and provide clarity on the roles and responsibilities of each member.

Comply with ongoing requirements: After forming your Delaware LLC, ensure you comply with ongoing requirements, such as paying the annual Delaware Franchise Tax and maintaining a registered agent.

File IRS Form 2553: To elect S-Corp status for your LLC, you need to file Form 2553, "Election by a Small Business Corporation," with the IRS. You must complete this form accurately, including information about your LLC, its shareholders, and the effective date of the S-Corp election. You can find the form and its instructions on the IRS website.

Timely submission: For the S-Corp election to be effective for the current tax year, you must file Form 2553:

No later than two months and 15 days after the beginning of the tax year when the election is to take effect, or At any time during the tax year preceding the tax year when the election is to take effect.

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