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


S U M M A R Y


DIARY: December 8, 1995 07:13 AM Friday; Rod Welch

Improved Action Item report system; eliminated line number suppression.

1...Summary/Objective
2...Identify Top of Record for Doing Action Item Reports
3...Call Action Item Subroutine
4...Action Item Subroutine
5...Error Message when no Action Items are Found
6...Revise Action Item Report "Type" - Pending, All, Complete
7...Action Item Selection Routine
8...Action Item Error Message Call
9...Action Item Report "Type" Secondary Selection Spec
10...Action Item Report Options
11...Unplug code that Removes Line Numbers
12...Reset Action Item Special Control Fields
13...Post Action Item Special Control Fields
14...Process Record Segment Only Once
..."Pending" has Priority over "Complete"
15...Disconnect Code that Removes Line Numbers
16...Eliminate Pagination for Email


..............
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CONTACTS 

SUBJECTS
SDS Reports, Action Items, 950729
Line Counters, macro 0
Sort References
Error Messages
Action Items Special Control Field Updated, S
Action Item Status Update Special Control Fie
Action Items in Subject Report, 06112

1009 -    ..
1010 - Summary/Objective
1011 -
101101 - Follow up ref SDS 16 0000, ref SDS 15 0000.
101102 -
101103 - Made Action Report run faster with less RAM and expanded options.
101104 - Disconnected line number suppression for printed reports.   Deleted
101105 - the code that removes line numbers beause they are now needed to link
101106 - summary to details.
101107 -
101108 -
101109 -
1012 -
1013 -
1014 - 06112   Revise Action Item Report Process
1015 -
101501 - Continue work on 951207, ref SDS 16 E2X5, to develop a report on
101502 - either Pending, All or Completed Action Items.  It is using the
101503 - Subject report and then editing it based on whether an Action Item
101504 - report was called and the type set by User clicking on the Action Item
101505 - field in the menu.
101506 -
101507 -
101508 -  ..
101509 - Identify Top of Record for Doing Action Item Reports
101510 -
101511 - Line 1120 -label cOabC, about 15 lines below, added linecnt 10 0 to
101512 - save the top of the record, so we can get back to do the Action Item
101513 - processing, when that report is called.  This is applied at line 1730
101514 - below -label AItms.
101515 -
101516 -
101517 -  ..
101518 - Call Action Item Subroutine
101519 -
101520 - Follow up ref SDS 4 5TH2 and ref SDS 3 4774.
101521 -
101522 - Line 1870, ref OF 3 YD2S, -label AItms is the new routine that formats
101523 - the Action Item report, created on 950628. ref SDS 4 5TH2
101524 -
101525 - Line 1360, ref OF 3 VY6M, -label cOaBcc, about 40 lines below,
101526 - following up work yesterday on 951207. ref SDS 16 E2X5.  Changed this
101527 - code to call the new subroutine to remove all lines except for Action
101528 - Items near line 1870, ref OF 3 YD2S, under -label AItms.  This applies
101529 - planning on 951207. ref SDS 16 0002
101530 -
101531 -          -if @111 < 4 -if @19 = 1 -if @127 > 0 -gosub AItms
101532 -
101533 -     This is actually the wrong place to call Action Item subroutine.
101534 -     It can only be done after all of the record segments have been
101535 -     processed.  That means just before the next record segment is
101536 -     read in.
101537 -
101538 -     Seems to have turned out this requires calling the Action Item
101539 -     subroutine, but only if all 1y records have been processed. We
101540 -     actually need to call the Action Item subroutine in three places.
101541 -     Here at line 1270, and at the next two "Line" descriptions.
101542 -
101543 - Line 1055, ref OF 3 K23N, -label cON_Sj, about 15 lines below.  Trying
101544 - to call the Action Item subroutine here.
101545 -
101546 -          -if @127 > 0 -if @18 > 3 -gosub AItms
101547 -
101548 - Line 1365 -label 19x, added call to new Action item subroutine.
101549 -
101550 -          -if @127 > 0 -if @19 = 1 -gosub AItms
101551 -
101552 -
101553 - Action Item Subroutine
101554 -
101555 - Line 1785 -label AItms, added new subroutine label here to remove all
101556 - lines but those for Action Items.
101557 -
101558 - Line 1760 -label lpx12, decided to try noblank here to speed the
101559 - process.  This did not work out very well, so created compiled macro
101560 - 1203 to process Action Item highlight flags, per 000007 below.
101561 -
101562 -
101563 - Error Message when no Action Items are Found
101564 -
101565 - Line 1555 -label cOstop, added flag setting 18 1001 for error message
101566 - to report no Action Items exist for specified subject.  This is
101567 - processed in 000007 line 2265 about 60 lines below -label cO_msG.
101568 -
101569 -
101570 -  ..
101571 - Revise Action Item Report "Type" - Pending, All, Complete
101572 -
101573 - Follow up work at ref SDS 9 4009.
101574 -
101575 - To meet the objectives at ref SDS 16 line 86, will modify the code
101576 - that reads the report screen to see what the user has selected using
101577 - the pointer as described below under 000001.
101578 -
101579 - Line 130 -label F1ai, added options to set counter 127 based on what
101580 - the pointer sets for the Action Item menu field.  This flag is read in
101581 - 000007 line 1365 -label noGBL, about 60 lines below, to use a
101582 - selection criteria Pending Action Items that does not include the
101583 - completed Action Items, for the reasons at ref SDS 16 line 86.
101584 -
101585 -
101586 -
1016 -
1017 -
1018 - 000007
1019 -
101901 - Action Item Selection Routine
101902 -
101903 - Line 2335 -entry 1203, decided to process the Action Item highlight
101904 - flags in compiled code to make it simpler and faster.  This is called
101905 - in 06112 near line 1760 -label lpx12.
101906 -
101907 -     Created call to this new processor in 0703 below.
101908 -
101909 -
101910 - Action Item Error Message Call
101911 -
101912 - Line 2265 -label cO_msG, added call to error message macro file 061121
101913 - based on counter 18 1001 set in 06112 line 1520 -label cOstop, when
101914 - no Action Items are found.
101915 -
101916 -
101917 - Action Item Report "Type" Secondary Selection Spec
101918 -
101919 - Follow up work at ref SDS 9 line 188; this accomplishes the objective
101920 - at ref SDS 16 line 87.
101921 -
101922 - Line 1365 -label noGBL, about 60 lines below, added options for
101923 - secondary selection specs to correlate with options set in 06112, per
101924 - click status set in 000001.
101925 -
101926 -
101927 -
101928 -
1020 -
1021 -
1022 - 000001
1023 -
102301 - Action Item Report Options
102302 -
102303 - Follow up work at ref SDS 9 line 238, ref SDS 9 line 163 and
102304 - discussion at ref SDS 9 line 58, regarding scrolling report options in
102305 - 06112 Subject Report screen.
102306 -
102307 - Line 800 -label rrPts, this evaluates click position to call Action
102308 - Item options.
102309 -
102310 - Line 880 -label AI_opts, this is were the code is for posting the
102311 - report options.  Will use these:
102312 -
102313 -
102314 -                  Pending              01020100
102315 -                  Complete             01020400
102316 -                  All                  0102....
102317 -
102318 -    ...to correlate with the objective to avoid processing a ton of
102319 -    stuff when all we want are Pending Action Items, which is normally
102320 -    what is wanted.
102321 -
102322 -
102323 -
102324 -
102325 -
1024 -
1025 -
1026 - 061121   Action Item error message
1027 -
102701 - Line 160 -label cPN_rcds, added switch using 18 1001 set in 06112 and
102702 - applied in 000007, for report error message to indicate when no Action
102703 - Item are found.
102704 -
102705 - Line 175 -label cPM_rcds, about 15 lines below, added alternate
102706 - message for Action Items based on 18 1001.
102707 -
102708 -
102709 -
102710 -  ..
1028 -
1029 -
1030 - 000000
1031 -
103101 - Unplug code that Removes Line Numbers
103102 -
103103 - Line 55 -label 2agn, about 30 lines below, disconnected the line
103104 - number call to macro 1191 that removes line numbers.  We could do this
103105 - slower in a macro file, and it would not make any difference to the
103106 - objective of printing this stuff without line numbers.  It is actually
103107 - even more of an advantage to use line numbers because they are the
103108 - link between the summary of Headlines and Action Items and the details
103109 - of the record.
103110 -
103111 -      [See where Jeff Ghilardi asked for the line number suppression to
103112 -      be restored at ref SDS 17 line 91.]
103113 -
103114 -
103115 - Reset Action Item Special Control Fields
103116 -
103117 - Line 85 -entry 1, about 15 lines below, added the code to reset the
103118 - Special Control Fields.  This is moved from macro 145 in 000008,
103119 - because it puts related pieces of Action Item operation closer
103120 - together.  This is helpful for future maintenance and improvements.
103121 -
103122 -
103123 -  ..
103124 - Post Action Item Special Control Fields
103125 -
103126 - Line 260, ref OF 7 PY7H, -label lpAI_k, follow up work at ref SDS 6
103127 - line 174, changed this code to post the Special field with either:
103128 -
103129 -          Pending Action Items           01020100
103130 -          Completed Action Items         01020400
103131 -
103132 -   ...this accomplishes the objective at ref SDS 16 line 90, sort of.
103133 -
103134 - Process Record Segment Only Once
103135 -
103136 - Line 190 -label ActnI, about 30 lines below, may have been able to
103137 - accomplish the goals, ref SDS 6 line 220.
103138 -
103139 - Counters 20 and 21 are compared with 71 and 72 to process a record
103140 - segment only once, ref SDS 6 line 218. But that is not adequate, and
103141 - it does not even seem to be working.
103142 -
103143 -       The problem with it not working seems to be a slight coding
103144 -       error.  It has
103145 -
103146 -               -if @20 = 71 in stead of -if @20 = @71.
103147 -
103148 -   "Pending" has Priority over "Complete"
103149 -   --------------------------------------
103150 -   The process needs to overwrite any "complete" flags if a "Pending"
103151 -   flag occurs in the same record segment below it.  We need to avoid
103152 -   overwriting a "Pending" flag if a "Complete" flag occurs below it in
103153 -   the same record segment.  May have solved it with following:
103154 -
103155 -         -if @20 = @71 -if @21 = @72 -if @4 != 109 -exit
103156 -
103157 -      First, we only get here if we encounter an Action Item flag. So
103158 -      it has to be 102, 107 or 109.  If it is not 109, then it is one
103159 -      of the other two.  Counter 4 says this record segment has already
103160 -      been posted with something. If it is the same record segment, and
103161 -
103162 -
103163 -
103164 -
103165 -
1032 -
1033 -
1034 - 0040
1035 -
103501 - Line 175 -label rdlf, about 10 lines below, followed up work at ref
103502 - SDS 7 line 57, changed the code that resets the Special Control Field
103503 - when a new record is created, so it uses the new codes described
103504 - above under:  Post Action Item Special Control Fields.
103505 -
103506 - Decided to eliminate code that converts Function Field, since this is
103507 - no longer being used.
103508 -
103509 -
103510 -
1036 -
1037 -
1038 - 000008
1039 -
103901 - Line 2210 -entry 145, about 35 lines below, followed up work at ref
103902 - SDS 5 line 147, disconnected the code that resets the Special Control
103903 - Fields, and moved it to 000000 under macro 1.  I did this because the
103904 - purpose of the code is more closely related to the line number update
103905 - field, since the Action Item status is set as part of macro 1, ref SDS
103906 - 6 line 152.
103907 -
103908 -
103909 -
103910 -
1040 -
1041 -
1042 - 000005
1043 -
104301 - Line 2770 -label dir7y, eliminated more task description change
104302 - commands to reflect the difference between pending and performed
104303 - tasks.  This is to save a little memory.
104304 -
104305 -
104306 -
104307 -
1044 -

SUBJECTS
Reports, 910203
Line Numbers, Suppress
Memory Management

1306 -
130601 - Follow up work at ref SDS 1 line 95.
130602 -
130603 - Today, I am disconnecting the feature that suppresses line numbers
130604 - because it has not been used very much, if at all.
130605 -
130606 -    [Put it back for Jeff at ref SDS 17 line 131.]
130607 -
130608 -  ..
1307 -
1308 -
1309 - 000007
1310 -
131001 - Disconnect Code that Removes Line Numbers
131002 -
131003 - Line 885 -entry 1191, disconnected this today to save memory, since
131004 - we are not using it.
131005 -
131006 -     Find printed reports that use macro 1191 and disconnect.
131007 -
131008 -          macro 1192 in 000007 line 825 which is called by pf4 in
131009 -          0704021.  Macro 1192 calls macro 119.  Macro 119 was called
131010 -          by 022A05 but was disconnected on 900718.  It is also called
131011 -          in 0704013
131012 -
131013 -
131014 - Line 830 -entry 1192, disconnected this code and also macro 119, to
131015 - save RAM.
131016 -
131017 -     We might be able to put it back if it turns out to be helpful, by
131018 -     putting the stuff in a macro file.
131019 -
131020 -
131021 -
131022 -
1311 -
1312 -
1313 - 07040210
1314 -
131401 - Line 1105 -label ProF, about 25 lines below, disconnected F4 which
131402 - was calling macro 1192 to suppress line numbers for a printed memo.
131403 - Macro 1192 has been disconnected today to save RAM.
131404 -
131405 -
131406 -
131407 -
131408 -
1315 -
1316 -
1317 - 07040130
1318 -
131801 - Line 465 -label dGformatj, about 90 lines below, disconnected command
131802 - that calls macro 119 to suppress line numbers.
131803 -
131804 -
131805 - Eliminate Pagination for Email
131806 -
131807 - Line 360 -label Procd, about 55 lines below, eliminate posting doc ID
131808 - to second page headings, because we are eliminating them for use
131809 - sending email via Internet.
131810 -
131811 - Line 760 -label 02, about 60 lines below, eliminate code to paginate
131812 - ASCII reports, because they are only used for email.
131813 -
131814 -
131815 -
1319 -

SUBJECTS
Contacts, Records, Line counter, 910314

1404 -
140401 - Followed up work at ref SDS 2 line 50.
140402 -
140403 - The work done on line counters the past few days seems to have
140404 - partially crashed the application in Contacts.
140405 -
140406 -
1405 -
1406 -
1407 - 000009
1408 -
140801 - Line 2850 -label OntInu, about 15 lines below, calls macro 201 to set
140802 - the line numbers when a record is first opened, so the highlights are
140803 - turned on.  This is failing for 2 place numbers.
140804 -
140805 -
140806 -
140807 -
1409 -
1410 -
1411 - 000000
1412 -
141201 - Line 525 -entry 201, this is the line number counter code for Contact
141202 - records.
141203 -
141204 - Line 105 -label KolrIt, this seems to be the problem.  Looks like I
141205 - disconnected the call to macro 304 under -label KolrIt to evaluate the
141206 - color assignment process at ref SDS 5 line 244.  Seem not to have put
141207 - it back.  This is calling the highlight macro on 2 place numbers.  It
141208 - seems to be working for all other assignements.  That is why I did not
141209 - notice the problem earlier.  Rarely are colors assigned to two place
141210 - line numbers in SDS, so it only comes up in Contact records, where
141211 - this occurs more often.
141212 -
141213 -
141214 -
1413 -