THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: April 25, 2003 08:53 PM Friday; Rod Welch

Improve SDS function to create new subject accounts from a template.

1...Summary/Objective
2...Concepts ant Planning
3...03505 Template for New Primary Account Using Existing Structure


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CONTACTS 

SUBJECTS
Template Copy Sub-levels from Sample to New Project

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 2 0000, ref SDS 1 0000.
040502 -
040503 - Added some utility to speed up creating subjects by replicating
040504 - template accounts.  This, also, presents an opportunity for people to
040505 - develop various standardized templates for particular domains, e.g.,
040506 - agriculture, pharmecuticals, technology, construction, health care,
040507 - etc., and to apply them commonly.  Using knowledge structures
040508 - consistently creates synergy between culture, learning and working
040509 - faster and accurately.  This new feature is only used below the
040510 - primary project account level.
040512 -  ..
040513 - Modified the way Action Items are displayed, so that an ordered list
040514 - in the narrative, illustrated by the record on 030421, ref SDS 4 9O66,
040515 - will not display a redundant order in the summary of Action Items.
040516 -
040517 -
040518 -
040519 -
040520 -
040522 -  ..
0406 -
0407 -
0408 - Background
0409 -
040901 - On 021004 discovered that the code for replicating subjects to setup
040902 - new accounts was failing because the algorithm consumed memory that
040903 - exceeded the 640K limit of SDS. ref SDS 2 QE7J  Revisions were made
040904 - that solved the immediate problem of enabling accounts to be
040905 - replicated at the project level; however, this was contstructed as a
040906 - limitation, also reported on 021004. ref SDS 2 JK7M  Today, I want to
040907 - set up new accounts at lower levels, and this requires further
040908 - revisions.
040909 -
040910 -
040912 -  ..
040913 - Concepts ant Planning
040914 -
040915 - Follow up ref SDS 2 V65J.
040916 -
040917 - One approach is to say that project setup code now developed, as a
040918 - result of work on 021004, will replicate standard fixed structures.
040919 - The work today, will enable adding fixed structures for variables at
040920 - sub-levels.
040922 -  ..
040923 - The example that comes to mind is occurring today.  There is an
040924 - "organization account that has variable content for each individual or
040925 - organization on a project.  We should be able to replicate this
040926 - template.
040928 -  ..
040929 - This effort will be far easier than for setting up an entire project,
040930 - because it will only repeat the accounts at a single level.
040931 -
040932 -
040933 -
040935 -  ..
0410 -
0411 -
0412 - 2115
0413 -
041301 - 03505 Template for New Primary Account Using Existing Structure
041302 -
041303 - Follow up ref SDS 2 QE86, ref SDS 1 4022.
041304 -
041305 - Line 130, ref OF 1 2X6F, -label of41 in 030505
041306 -
041307 -    The code currently returns an error message when the subject
041308 -    structure is longer than for a project, as reported on 021004.
041309 -    ref SDS 2 KL6M  Today will change this to process a new routine for
041310 -    replicating only a single level at the current level.
041312 -     ..
041313 -    loc_cur 0 11
041314 -    chrcnt 1 0
041315 -    loc_cur 0 12
041316 -    chrcnt 2 0
041317 -    -if @1 != 46 -if @1 != 32 -if @2 = 46 -goto mac19
041318 -
041319 -        Start cursor on column 11 and if there is not a dot nor a
041320 -        space, and if there the next column (12) is a dot at this level
041321 -        then the thing is a project.
041323 -         ..
041324 -        Otherwise, will execute following code to copy only a single
041325 -        index template file at this level for the target subject.
041327 -     ..
041328 -    @c:\sd\03\03501 #2
041329 -    save 1yy3
041330 -    @c:\sd\03\03501 #8
041331 -
041332 -        Open template line, and save the index to a temp file name;
041333 -        then return to the initial level.
041335 -     ..
041336 -    macro 17
041337 -
041338 -        Return to the line for the new account, which is marked with
041339 -        macro 16 in the beginning; cannot use macro 9, because mark 2
041340 -        gets killed with the other processes.
041342 -     ..
041343 -    @c:\sd\03\03501 #2
041344 -    @c:\sd\03\03501 #15
041345 -
041346 -        Open the new account; since it is blank, will get the standard
041347 -        error message, so call code that starts a new account.
041349 -  ..
041350 - Line 190, ref OF 1 494J, -label of41 in 03505 about 70 lines below
041351 -
041352 -    top
041353 -    up 3
041354 -    loc_cur 4 1
041355 -    immed 99d
041356 -
041357 -        Remove the lines below the "General account.
041359 -     ..
041360 -    g 1yy3
041362 -         ..
041363 -        Read in the contents from the template account, which were
041364 -        saved to 1yy3, per above. ref SDS 0 0104
041366 -         ..
041367 -        Once contents of the template file is read into the new account
041368 -        SI file, it is formatted to conform to the primary account ID
041369 -        and then saved.
041370 -
041371 -
041372 -
041373 -
041374 -
041375 -
041376 -
041377 -
041378 -
041379 -
041380 -
041381 -
0414 -