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


S U M M A R Y


DIARY: June 12, 1998 07:58 AM Friday; Rod Welch

Improved Contact system to delete records, correspondence support.

1...Summary/Objective
2...Planning Code Changes for 026013
3...Correspondence Writing and Receiving Letters
4...0501 Analysis of Code Changes
5...000009 Address letter called from 0501
6...000009 Load Contact to SDS record from within Contact record


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CONTACTS 

SUBJECTS
Alphabetical segments, 910103
Delete Record, 026013
Add or Delete CNS record, 910316, (see also
Planning and Concepts

0706 -    ..
0707 - Summary/Objective
0708 -
070801 - Follow up ref SDS 6 0900, ref SDS 1 0000.
070802 -
070803 - Changed code to delete Contact records to handle multiple listings in
070804 - alphabetical summaries.
070805 -
070806 - Incorporated compiled code for addressing correspondence in the letter
070807 - writing setup macro 0501. ref SDS 0 3691
070808 -
070809 -
070810 -
070811 -
0709 -
0710 -
0711 - Planning
0712 -
071201 -  ..
071202 - Planning Code Changes for 026013
071203 -
071204 - Follow up ref SDS 6 5376.
071205 -
071206 - Change 026013 to apply code in 0705051 developed on 980601 for
071207 - removing multiple listings in alphabetical Contact summaries. ref SDS
071208 - 6 3503
071209 -
071210 - This code...
071211 -
071212 -       Deletes the current Contact record
071213 -
071214 -       Removes listings in alphabetical Summary files
071215 -
071216 -       Add contact filename to stack file used for assigning filenames
071217 -       to new contact records.
071218 - ..
071219 - Line 140, ref OF 1 2715, -label jexcl, this is the code that is
071220 - common with 0705051 that "saves" records.  It does a loop to remove
071221 - the listings for the current record from the alphabetical Contact
071222 - summaries.
071223 -
071224 -
071225 - Line 190, ref OF 1 4868, -label ovrN, delete the Contact record.
071226 -
071227 -
071228 - Line 220, ref OF 1 4330, -label ovrN, add current contact record
071229 - filename to the filename stack file for use to identify the next new
071230 - contact record.
071231 -
071232 -
071233 -
071234 -
0713 -

SUBJECTS
Open/Delete files, macro 107, 106
Dear Salutation
Letterhead Signature Block Address Salutation Dear, 0450431
Addressee Address

1107 -
110701 -  ..
110702 - Correspondence Writing and Receiving Letters
110703 -
110704 - Follow up ref SDS 2 3066. ref SDS 6 5613
110705 -
110706 - The code in 0501 for addressing a letter duplicates much of the code
110707 - in 000009, because when 0501 was created to automatically address a
110708 - letter, it was too complicated to figure out how to tap into 000009
110709 - within the time available, so I duplicated a large amount of the code
110710 - in 00009 because it was easy to figure out how to do it.
110711 -
110712 - Now that the code in 000009 has been consolidated on 980601, ref SDS 6
110713 - 0000, will try to apply it so that the 0501 code can be reduced.  This
110714 - will apply changes to the address features added to 000009 on 980601.
110715 - ref SDS 6 3571  It will reduce the impact on Medit stability which is
110716 - RAM constrained, by reducing use of cut and paste. ref SDS 6 1626
110717 -      ..
110718 -      Prior to making these changes, macro file 0501 was 406
110719 -      lines.
110720 -
110721 -                           5714 bytes
110722 -
110723 -       ..
110724 -      After the changes macro file 0501 is 130 lines
110725 -
110726 -                           2009
110727 -
110728 -      Had to add about 6 lines to 000009
110729 -
110730 -      So we save about 270 lines of code, or          3.7K
110731 -
110732 -      Eliminated macro file 026011 which was about    3.3K
110733 -
110734 -      e.exe      123495
110735 -
110736 -                 122587                   =            .9K
110737 -
110738 -           So total consolidation may have saved total of
110739 -           about 8K.
110740 -
110741 -  ..
110742 - 0501  Analysis of Code Changes
110743 -
110744 - Follow up ref SDS 6 2700.
110745 -
110746 - There are two addressing functions managed by 0501 to set up a new
110747 - letter.
110748 -
110749 -    1.  Call 0450431 to create a letterhead, using the "From" field in
110750 -        the Doc Log letter identification process.
110751 -
110752 -    2.  Call macro 1305 to address the letter, using the "To" field
110753 -        from the Doc Log process.
110754 -
110755 -        This includes loading the "Dear" field.
110756 -
110757 -  ..
110758 - Work to improve letterhead features in 0450431 was accomplished on
110759 - 980526. ref SDS 4 2870
110760 -
110761 -  ..
110762 - Line 400, ref OF 2 2337, in macro file 0501 set 113 661 and call macro
110763 - 1305 in 000009, to load mailing address into the letter. ref SDS 0
110764 - 1132,
110765 -
110766 -     We have the Contact ID, and the Contact person's line number from
110767 -     the Doc Log secondary fields, so seems like we should be able to
110768 -     use the code in 000009 to load an address into a correspondence
110769 -     file.
110770 -
110771 -     Code checks global 110 for being 0, and if not it means a contact
110772 -     was entered in the Doc Log secondary fields that can be used to
110773 -     load a mailing address.
110774 -
110775 -  ..
110776 - Macro 1305 in 000009, is normally called from a Contact Summary so we
110777 - set a flag 113 661, which is used in 000009 at ref SDS 0 2102.
110778 -
110779 -    It needs to reset global 90 from 1128 when macro 1305 is called
110780 -    after loading a Contact spec to the secondary Doc Log "To" field,
110781 -    which is the normal condition when this 0501 operation to open and
110782 -    set up a file for writing a letter is used.
110783 -
110784 -    Did this at ref SDS 0 2248.
110785 -
110786 -
110787 -  ..
110788 - Line 140, ref OF 2 3504, -label cNz, add code to open 0501 and set up
110789 - a locate command to find the Contact person
110790 -
110791 - Line 350, ref OF 2 3263, -label fcn, this is the locate command that
110792 - finds the Contact Person line in the Contact record.
110793 -
110794 -  ..
110795 - Line 330, ref OF 2 2337, sets flag 113 661 and calls compiled macro
110796 - 1305 in 000009 to open the Contact record for the addressee specified
110797 - in the "To" field of the SDS Doc Log, and enters an address in the
110798 - letter file created and formated by macro file 0501.
110799 -
110800 -  ..
110801 - Line 410, ref OF 2 4254, -label Deear, ran out of compiler space, so
110802 - had to put code that enters the "Dear" field for the salutation in
110803 - this macro file 0501.  It is called as a subroutine from macro 1305 in
110804 - 000009. ref SDS 0 0995
110805 -
110806 -
110807 -  ..
110808 - 000009  Address letter called from 0501
110809 -
110810 - Line 30, ref OF 4 2460, -entry 1305 is called from 0501 to open a
110811 - Contact record and load a mailing address into the correspondence
110812 - file. ref SDS 0 2657
110813 -
110814 - Line 750, ref OF 4 3742, -label aMSet-Up, added flag from macro file
110815 - 0501 to open the Contact record and load an address.
110816 -
110817 - Line 1460, ref OF 4 3190, -label nmcLn, this calls the locate
110818 - subroutine in 0501 to find the Contact Person line, instead of using
110819 - the Contact Summary, per ref SDS 0 3606.
110820 -
110821 - Line 1950, ref OF 4 5040, -label naadjn complete getting title.
110822 -
110823 -  ..
110824 -
110825 - Line 2030, ref OF 4 7216, -label aQd1 capture internet address at
110826 - this location.
110827 -
110828 -      [On 990827 added code to enter Internet address in correspondence
110829 -      and SDS records. ref SDS 8 5933]
110830 -
110831 -  ..
110832 -
110833 - Line 2120, ref OF 4 3994, -label bbv8, after looking for the
110834 - "Location" field, created a conditional based on 113 = 661, set in
110835 - 0501, above, ref SDS 0 3215, for the address operation to look for
110836 - "Dear."
110837 -
110838 -  ..
110839 -
110840 - Line 2150, ref OF 4 4254, -label sopni added code to look for the
110841 - "Dear" field and, if it is there, load the salutation into the letter
110842 - file.
110843 -
110844 -     Had to change this so it calls a subroutine in macro file 0501
110845 -     because we ran out of compiler space.
110846 -
110847 -     The code calls c: sd 03 0501 #3, created above. ref SDS 0 8145
110848 -
110849 -
110850 -  ..
110851 -
110852 - Line 2800, ref OF 4 6906, -label noTO_1, about 80 lines below, reset
110853 - global 90 and counter 90 so an 0501 op does not run the code that
110854 - posts the doc log.
110855 -
110856 - Line 3000, ref OF 4 4770, -label lmctef, this ends the address
110857 - operation for correspondence macro file 0501.
110858 -
110859 -
110860 -  ..
110861 - 000009  Load Contact to SDS record from within Contact record
110862 -
110863 - Line 190, ref OF 4 2828, -entry 1807, this is where the code starts
110864 - when Enter is used in a Contact record.
110865 -
110866 - Line 450, ref OF 4 2878, -label topX, need to resent 246 0, so if we
110867 - open a Contact from within an SDS record and press Enter to load
110868 - another Contact, we do not get a mess.
110869 -
110870 -    [On 980613 explain what this fixes. ref SDS 7 1066]
110871 -
110872 -
110873 -
110874 -
110875 -
110876 -
110877 -
110878 -
110879 -
110880 -
1109 -