To Do List: All



Priority Project #
1 Payroll #: 2
1.01

Objective

  • To create an improved version of https://www.ski-jobs.co.uk/, which we started before (the ‘recruitment’ site).  
  • We can restart looking at that in parallel to #1 and #2 as I think once this is working I can do a lot of the development work myself.  I want to first make the workflow superior to this site and then I want to scrape all the jobs from this site and a few others.   
  • It will become evident as we build this , but first priority is to get it working with fresh (manually entered) data. 

Competitor sites

Search fields:

  • Location: French Alps/ Swiss Alps
  • Season: Summer/ Winter/ All-year
  • Duration: 3 months or Start and End date:
  • Jobs: Chalet Host/ Chalet Couple/ Chalet Chefs/ French-speaking PA/ Resort Manager/ housekeeper/ 
  • Salary: Competitive/ 1,700 Euro net per month (French contract; food and ski hire included) – Chalet Hosts? Driver & hospitality assistant @ Meriski/ 2,100 Euro net per month for Chalet Chefs (working 5 days a week)
  • Workdays: 6/ 4 (driver & hospitality assistant @ Meriski)
  • Nationality:  EU passport or Carte de sejour/ New Zealand, Australian, Canadian, or South African passport holders who have obtained a working holiday visa for France

For candidates

  • Candidate CV review
  • Referal fees

For employers:

  • Ask clients what they want
  • Success based (no hires, no fees)
  • Target audience may be France
  • Transport from UK to France/Austrai( check fllght costs with lots of luggage in early dec)
  • Contract generation
  • University fayres
  • Visa, Tax

Clients

Complete
1.02

Objective is to do AVS and other payment calculations.

Strip out of AX tools

Complete
1.04

Have a look at http://hr.alpinexpress.com/admin/dashboard

  • Login: VBC
  • Password: Sn0wman!
- Complete
1.05

Response from Website Inquiry Contact Form process (in Payroll Project)

  • As in ATS, the process of submitting an inquiring will create a new User.  Ensure that the role of that new user include ROLE_EMPLOYER
  • New Employers can choose the services they want to avail themselves of
    • Monthly payroll
    • Employment contract negotiations
    • Health insurance set-up
    • Employee permits (including managing capturing and checking the data from the employees)
    • Employee admin (housing, transport, training)
    • Ski hire for the season
      • Use the Product entity to control the text for each service (including pricing)
      • Check box for each Product that each Employer wants to take up
  • When a User logs in, if they are ROLE_EMPLOYER but do not have an associated Employer details set up, it will show a page designed to walk them through setting up an Employer. 
    • Employer page should include a question as to what services they would like to use. (See above)
  • If an Employer has been set up, it will direct them to their own dashboard page with their Employer(s) (likely 1 but can cater for others) with the links to their various pages with some sort of summary info.
  • If a a ROLE_EMPLOYEE or ROLE_USER, then design a dashboard page for an Employee
    • Access to their personal details
    • Store of permits
    • Payslips
    • General information and help
  • When uploading an Employee, be sure to track Default Language

 

Payroll – Other tasks 

  • Create a Pricing entity
    • Product (relational field)
    • # Employee and price (thoughts – single entry of multiple entries per product)?
  • Create a Communications Template entity
    • Name
    • Text in EN, FR, DE etc
  • When uploading a new Employee be sure to include their country so the User Default language can be set.
    • Edit the Employee upload function (New or Edit or Import) to check the employee language setting 
Pending
1.03

Injection of Fields from a Record into PDF forms

  • The objective of the website is to automate the production of and the collection of data for various PDF forms. 
  • Your role is to understand the tech required to take an entry (the name of the employee) and “inject” it into a form. 
- Complete
0.98

Payment Made

  • Ability to add multiple in one pop up
- Pending
0.92

Employee forms

  • Create a view of Employees with a grid of the forms, that shows if an employee has the necessary data filled in for each form.
  • Sends chaser email

Employee import

  • Creation of a User for the employee upon import and or manual input
    • Make sure email doesn't exist already
    • And if email added 
    • Service to check if email is in the User list (see view in Employees, currently 1==1 is the check)

Impot check

  • Create a service that returns the Impot Classification per employee

 

- Pending
1.00

Payments made

  • Summary table by month that shows:
    • Month
    • Total # of payments
    • Total $ amount
  • Duplicates produced on import
  • Checked versus bank flag
- Pending
1.00

Form Fields

  • Index.  When the sorting feature is turned on, I can't alter the width of the category column
  • Add Import and Export function
Pending
2 ATS Template #: 2
3 Stephen-Nurse #: 2
3.05

Users

  • Duplicate users when importing from Outlook don't look too different
  • Deleting users creates an error
  • Add Recruiters-All
Complete
3.06

Photos

  • What photos and videos can I upload.  Different formats for photos and movies
Complete
3.14

Days out of UK 

  • Compute the days in each country in UK tax year
Complete
3.25

Users 

  • Users: create a field for ‘ComingToLondon’ and Settings entry to type in the message
Complete
3.02 - Blocked
3.04

To do

  • Helpful files d-inline
Complete
3.03

Email

  • Email to be able to be sent from the logged user rather than the same email address for all user
- Blocked
3.09

Flight Destinations

  • Add buttons to include/exclude
  • If excluded (inactive), don't include in scrape
Complete
3.11

ToDoList

  • Copy buttons
Complete
3.12

House Guest/Flights

  • Include a date range for each flight combination
Complete
3.13

House Guest

  • Create ability to put in notes (eg need to fly to Frankfurt, dentist appointment etc)
  • Will entail having a ‘blank’ guest, which does/doesn't trigger a blockout period
Complete
3.15

CMS

  • Remove edit link (for Admin) and replace with a separate fa-pen link
  • Similarly for photos
  • Update CMS for the Interests pages
Complete
3.18

Useful links

  • Add an entity that dynamically allows new categories for useful links
Complete
3.16

HouseGuest

  • Add a button to scrape the one destiniation/route only. 
  • Copy over to Immigration Services
Complete
3.17

To Do List

  • The Project should be the default choice but editable.
Complete
3.22

Photos (tennis)

  • Why don't some of the photos show?

Copy

  • Improve the copy for various Interests pages
Complete
3.01

FX Rates

  • Write a Service to find the FX Rates on the AsOFDate
  • Write a chron chron job to save the FX Rates each day
  • When updating the FX Rate button, show the date and also update the Historical FX Rates 

 

Total PVs

  • Total computation doesn't work.
  • Compute total in GBP or USD
Complete
3.19

JPM share price

  • Ability to import JPM share price daily
Complete
3.20

Contact details

  • Remove the VCF if in Mobile mode
  • Add a QR code with my VCF details on the home page
Complete
3.21

Useful links

  • Deleting useful links button doesn't work
Complete
3.23

To Do List

  • Sort the buttons alphabetically in the New ToDoList by project name 
  • Change width and height to remove need to scroll
Complete
3.24

Londoner email

  • Londoner email functionality

 

Complete
3.26

User View

  • Why do the buttons not spread across the page?
Complete
3.69

Users 

  • Handling of Recruiters and other ‘role-conditional’ fields when editing a User
  • Birthdays: Cronjob that Sends email to SN to warn of a birthday next [3] days 
Complete
3.27

Users

  • PaulCoolen example. (paulcoolen@gmail.com, federer)
    • When he edits his profile, he shouldn't be able to change :
      • Company field  (rename as SN Category).  In fact hide this from the non-admin user
      • Londoner checkboxes
      • Save buttons- don't show the send welcome email button
      • Webpage seems to want to populate with my sn email address?
Complete
3.29

Settings

  • Create a control function to determine if the various Interests tabs are shown
Complete
3.28

Tourist Attractions

  • Bug in the table 
  • Get GPS button
- Complete
3.11

VCF download

  • Handling of business vs mobile
Pending
3.32

Helpful files (File Attachments)

  • The “Notes” appear to delete upon saving
  • Ability to delete each file attachment individually
  • E-mail functionality only works in local
    • Check including multiple files
- Complete
3.30

ToDo List

  • Include buttons at the top to show each Project 
    • Reduce the view to the list of ToDos in that specific project  
Complete
3.07

Photos

  • Only be able to delete your own photos 
- Complete
3.31

Todo list

  • Sort the list of Project buttons alphabetically
Complete
3.33

Photos: Mobile version

  • Buttons, 
  • Full page view of the specific photo
- Complete
3.34

ToDoList:

  • Can't delete a ToDo List item
  • Error message when saving a new ToDoList Item or deleting an item
- Complete
3.35

Travel Notes

  • Make it a long text format. 
- Complete
3.36

Helpful files

  • Main notes don't save
- Complete
3.10

Photos

  • Include name of uploader
  • Sort by favourite photos
  • View buttons. Favourites first. By uploaded by Show all or by user. 
  • Sort by who uploaded
- Complete
3.08

Photos

  • Thumbnail view vs full view 
- Complete
3.40

To Do List

  • In the buttons, include a count of Pending items 
  • Sort by # of Pending items or can we sort the buttons by priority?
- Complete
3.37

Photos

  • The page that directs users to the location of the photos doesn't work well on mobiles.  Reduce width
Complete
3.38

Security

  • Photos link doesnt work for Sandra
Complete
3.39

Security on ToDoList

  • Buttons for only the relevant projects
  • Dropdown list of the relevant projects
    • Access rights to the Add ToDoList projects
Complete
3.43

Flights

  • Scrape time not in the correct format
  • New entity to define destinations. 
  • Button to create the “Return” leg that 
    • Add a new field for “Return leg”
    • And an Order field?
  • Numbering of routes to group them in pairs.  
Complete
3.41

ToDoList

  • Needs Research.  Field options should be:
    • No
    • Yes - Minor
    • Yes - Major (beyond skillset)
  • Include in view the Needs Research and Hours Allocated fields
    • :Research needed displayed as coloured blobs
      • No - Yes
      • Yes - Minor - Orange
      • Yes - Major (beyond skillset) - Red
  • Fast buttons:
    • Edit the Needs Research field
  • Hours Allocated field
    • Limited to positive numbers
    • Only shows when Yes-Major (beyond skilset) is picked
  • Move the Needs Research on the same line as Hours Allocated to prevent wrapping. 
    • Reduce Status, Hours Allocated and Needs Research to col-1 
    • No delete button?
    • Height is too high
  • Edit the title on the ToDoList to remove the words “Project item”
  • Create a Save, but don't close button? (equivalent to Control-S).  
    • Can one create fast keys?

 

Complete
3.42

Photos

  • Clean up the photos directory in live server
  • When deleting a photo,  delete the file to save disc space
Complete
3.44

Guest View

  • Can I freeze the pane in a table
Complete
3.02

Flight destinations

  • Add a copy button
  • Add a new field in settings for gap to retrun date.  Add this to the Start and End dates 
Complete
3.03

ToDoList

  • The list of projects at the top of the page look
    • If RoleAdmin show all projects 
    • Also for adding new projects
  • Allow non-admin to access the +/- button
  • Sorting broken
Complete
3.53

House guest

  • Doesn't look good in mobile
Complete
3.48

Flight destinations

  • Default is ‘IsActive’ = Yes; ‘IsAdmin’ = No
- Complete
3.46

ToDo List

  • Top Priority
    • Change Controller such that the list of ToDoList is only those that have a Top Priority Item . Lines 42-48 in ToDoListController
    • Top Priority field doesn't save
  • Add ability to add files to the ToDoListItems
    • ToDoListItems Controller line 95-110
  • Increase height of the box that shows the number of individuals who can edit a project. 
  • Cascade -  When you delete a ToDoList, delete all the associated ToDoListItems
- Complete
3.49

To Do List

  • When a new Item is added, inherit the Project name from the location of the button
- Complete
3.45

ToDo List

  • Buttons to flag priorities as Top or not
Complete
3.62

All projects

  • Button that downloads the Live database to the Local version doesn't seem to work on all sites.
Complete
3.54

Weather and Company Docs

  • Link to GPS picture. 
- Complete
3.47

CMS Photo and Company Details not pushing through to Live

In Company Details hide the Favicon and QR fields when completed

- Complete
3.50

Fixed Rate Deposits

  • Separate by category
  • Add a field for if an EBT (list the 3) so we can build a view of the value of the EBTs separately
- Complete
3.51

Why isn't ATS appearing in the list of projects in the ToDo List?

- Complete
3.52

Need to provide a MTM over-ride on the loans

Complete
3.55

File Attachments (Useful files)

  • Errors when editing
- Complete
3.56

Useful URL

  • Mark as either Public or Private
    • Private only viewable by ROLE_ADMIN
  • Doesn't sort when not logged in as Admin
Complete
3.57

Tourist Attractions

  • For both the download GPS locations, and the clear GPS locations, do an on-submit check
  • The desktop/mobile distinction doesn't work anymore
Complete
3.58

Flight destinations

  • Add country to the airport, and sort the list
  • Ability to create a return journey with one click
    • Popup:
      • From,  To..
      • Then creates 2 entries, one outbound, one return, with a grouping of max current plus 1
- Complete
3.59

Tourist Attraction

  • Photo doesn't seem to work
- Complete
3.60

Tourist attraction

  • Can't delete
Complete
3.63

Helpful files

- Complete
3.64

Login page

  • Remove the buttons to login on the live site  (all sites)
    • Not controlled by the env file, but by reference to the live server?
- Complete
3.61

To Do List

  • Sort the Projects by their Priority rank.
- Complete
3.65

Blood tests

  • Can't select by date
- Complete
3.67

Base contains entity specific formatting  

  • Why do these have to be in base.html? Can we put it in the edit.html for each form? 
  • Would that be quicker?
  • This includes form specific details (Editor).  
- Complete
3.66

Medical Test Results 

  • Does not sort correctly
Complete
3.10

House Guest

  • New: If ‘Internal Note’ or ‘Block Out’ is checked, it should hide the GuestName.
  • Email alert doesn't work
  • I have multiple cycling.   Better done by a service?
  • Scrape seems have stopped working
- Pending
3.68

Photos

  • Link may not work
Complete
3.70
Make to do list viewable on the phone
- Complete
3.71

Useful files

  • ChkEditor added to base.html but didnt work when added to new and edit file.  Why?
  • Size of text box 
  • Email doesn't work on live, but works on dev
- Complete
3.72

CV

  • Upload, download and Email CV doesn't work
Complete
3.73

To Do List:  List of Projects

-New button has wrong URL

- Complete
3.08

Birthday

  • Cron job
  • Background colour (before/after today)
    • Start view at T-30
- Pending
3.06

Flights

  • Deleting a destination should delete flights
  • Copy destinations 
  • Multiple destinations 
Pending
3.77

UK days count 

  • Colour coding for the background colour for the tax year
  • Ability to load up multiple attachments rather than just one
  • Day count on each line.  A service?
Complete
3.74

On local, no favicon 

Complete
3.75

Map icon import fails (similar to Whistles and Bells)

Complete
3.76

CV

  • Emailing of CV doesn;t work
  • Emailing of Useful files doesn't work either
- Complete
3.78

To do list

  • Formatting of this section.  Why light grey - unreadable
- Complete
3.79

SQL Download

  • Error message on live  (works on ATS -Live)
- Complete
3.80

Garmin files

  • ChekEditor
Complete
3.08

Emails - Chron job?

  • Emails getting sent and returned?
- Pending
3.81

File attachments

  • Multiple files not updating
- Complete
3.82

Helpful links categories dynamic 

Complete
3.83

Events listener

  • Appears on bottom of every page
Complete
3.06

User - Messages and Londoner

  • Create “Outreach” entity
    • User (relational)
    • Category
      • Visiting London
      • Festive message
        • Festive message
        • Message sent timestamp
      • Recruiter
  • Create “OutreachTemplate” entity
    • User Category 
- Pending
3.84

To Do List Item

  • The attachment field has fallen off the bottom
- Complete
3.89

Recruiters

  • Firstly, before uploading the new User entity from ATS Template,  fix the current Recruiter links in the dashboard
  • Create new entity for Recruiter that is is linked to User
    • Includes Region, Priority and Area of interest and also tracks email sent and received
    • Creates a new User if User does not exist
      • User list export to Outlook includes the Recruiters.
- Complete
3.04

User import

  • Handling conflicts
- Pending
3.85

ToDo List (Project Priorities)

  • Doesn't sort by ATS-upload date
Complete
3.86

To Do List

  • In the Projects list have a flag for whether the live website is working or not
  • In the ToDoList items, show that checkbox and in the title show the C:\dev directory name
Complete
3.87

To Do List

  • Delete button should take one back to the referrer page 
  • Saving a new item should bring you back to the Index but for that project only
  • Check what the grey number on the top left is indicating #…  Is it correct (i thought it was number of Pending items)
  • Save button at top of page to avoid need to scroll down. Immmediate Priority box can be reduced in size
- Complete
3.88

ToDoList Projects

  • LiveSiteWorking- Convert to string and include a N/A.
    • Enable sorting by  LiveSiteWorking
  • Sort ATSUpdateDate to include h:m
    • Show including h:m (to test)
  • Website link to correct for no https:   
    • And show only the part without https

ToDoList

  • Ability to collapse/expand a given project
- Complete
3.04

Complete review of site post update to new PHP

- Pending
3.92

ToDo List items

  • Format of rich text.  Can't see bullet points, colour etc
  • Make readable without a login, but not editable
- Complete
3.03

Logout time is too short

- Pending
3.90

Helpful files

  • New and edit can't change some fields
Complete
3.91

To Do List

  • Button to collapse all the projects. 
  • Pressing the Admin-ToDo List should trigger this button
Complete
3.93

Project TO-Do List Priorities

  • Need the EditorChekr for the summary of each new project
Complete
3.99

To Do List

  • Delete button shouldn't require a Check
  • In the Index, the indentations don't show
    • Second indentation
      • Third indentation
Complete
3.01

Flight price download

  • Works on local, but not live
- Pending
4 Whistles & Bells #: 0
5 XVA Consulting #: 0
5.03

Consulting website

  • Create a new website that is largely a billboard site.  Call it “XVA Consulting” 
  • Create a live website and SSL
Complete
5.01

Introduction

With a career spanning several prestigious institutions, I have accumulated a wealth of experience and expertise that can be of significant value to your organization. I invite you to explore my journey and accomplishments in various roles across the financial industry.

During my tenure at JPMorgan, I led a transformative initiative within the Clearing and F&O business. By introducing front-office risk-management and pricing discipline to this previously considered "agency" business, I successfully revamped the risk and capital infrastructure. This endeavor resulted in doubling the revenue of the Clearing business while reducing the capital, GSIB, and residual interest footprint. Notably, my team's contributions led JPMorgan to win the Risk award for best OTC Client Clearer in 2019 and 2021.

Prior to that, I played a pivotal role in implementing funding adjustments (FVA) and lifetime cost of capital (KVA) for the derivative franchise globally, which had a substantial impact on the firm's performance. Furthermore, I spearheaded the introduction of single and multi-currency OIS discounting for collateralized derivatives, establishing a centralized firm-wide utility for managing funding risks across all lines of business and regions.

 

 

XVA

1. Collateral optimisation/CSA renegotiation/Differential Discounting (DD) recognition

The idea of capturing value in trades through recognition of different eligible assets (i.e. initially the issue of moving from Libor to OIS discounting, but also extending to other assets in the CSA) has been well known since around 2009-10 (when GS reputedly made the majority of their FICC revenue optimising for this). Most dealers have updated their systems to avoid this arbitrage in their bilateral business (crystallizing considerable costs for the late movers). 

However, this concept is not completely efficiently captured in every aspect of the market, for example where the trades are “given-in” under a Clearing Agreement. That market is a post trade approval market and essentially DD-agnostic and hence it is still open to arbitrage.  Specifically, when a client goes to market, the Executing Broker (EB) prices the trade according to their DD curve facing the Clearing Agent. These can be different from different EBs, and is not the same curve as the DD curve the Clearing Agent has with the client. So, in effect, the trade is priced on the “wrong” discount (DD) curve and a client could potentially identify backwardation opportunities particularly for trades with large funding deltas.  

2. CVA mining and IM optimisation – XVA Hub

Should a corporate or hedge fund have any uncollateralised risk, a Central Hub function could help mine bank’s CVA reserves where there are offsetting risk and or credit deltas across counterparties.

Similar to CVA mining, moving trades between counterparties can optimise the availability of the $50m threshold under the Non-Cleared Margin Rules (NCMR), reducing total IM funding needs.   For example, if their cost of debt is 5%, adding 5 dealers and optimising for threshold could save 5*$50m*5% = 12.5m per annum

Another specific variant of the IM optimisation idea is to convert Cleared IR delta into uncleared put and call swaptions, where the IM can be bilaterally negotiated and offset bilateral risk. In essence, it can result in free funding.  

A large hedge fund, recently set up a Central Hub to manage the relationships and XVAs with all their dealers, to prevent unnecessary credit costs/exposures and to minimise margin funding costs.

 

Complete
5.02

Consulting Services in CVA and XVA: Issues and Offerings

As a highly accomplished derivatives risk manager with extensive experience spanning trading, marketing, and risk management at JPMorgan, your expertise uniquely positions your consulting firm to offer comprehensive services in the field of Counterparty Value Adjustment (CVA) and XVA (X-Value Adjustments). Drawing from your vast experience, your consulting firm can address a multitude of critical issues and provide valuable insights to clients in the financial industry. Here's a detailed exploration of the issues and offerings your consulting service may provide:

CVA and XVA Methodologies and Implementations:

  • Offer guidance on implementing and enhancing CVA and XVA methodologies, leveraging your experience in pioneering CVA trading and defining philosophies for derivative counterparty risk management.
  • Provide expertise in designing and implementing systems for comprehensive XVA calculations, including CVA, DVA (Debit Value Adjustment), FVA (Funding Value Adjustment), and others.

Market and Regulatory Developments:

  • Stay abreast of evolving regulatory frameworks related to counterparty risk, including Basel III and IV, ISDA SIMM (Standard Initial Margin Model), and other regulatory changes impacting derivatives trading and risk management.
  • Offer insights into regulatory changes affecting non-cleared margin requirements, capital metrics (e.g., SLR, LCR, NSFR), and their implications on derivatives pricing and risk management.

Risk Management and Optimization:

  • Provide guidance on optimizing counterparty risk management strategies, incorporating differential discounting and collateral funding optimization techniques pioneered during your tenure.
  • Assist clients in developing comprehensive risk management frameworks to mitigate credit, funding, and capital risks across the entire derivatives portfolio.

Product Structuring and Pricing:

  • Offer expertise in structuring complex derivative products tailored to clients' specific risk profiles and investment objectives.
  • Provide pricing analytics and model validation services for structured products, drawing from your experience in executing derivative transactions for structured finance businesses.

Client Clearing and Margin Optimization:

  • Assist clients in optimizing client clearing operations and margin requirements to enhance profitability while maintaining risk discipline.
  • Provide guidance on establishing market risk-aware pricing frameworks for client clearing services, based on your experience leading the implementation of FVA (Funding Valuation Adjustment) and KVA (Capital Valuation Adjustment).

Technology and Infrastructure Enhancement:

  • Offer guidance on technology and infrastructure enhancements necessary to support advanced risk management and pricing analytics, leveraging your experience in technology and infrastructure change management.
  • Assist clients in implementing cutting-edge risk management systems and tools to streamline operations and enhance decision-making processes.

Industry Engagement and Thought Leadership:

  • Provide thought leadership and industry insights through participation in industry forums, conferences, and regulatory initiatives.
  • Offer bespoke training and educational programs to disseminate best practices in CVA and XVA methodologies and risk management techniques.

Client-specific Solutions and Advisory:

  • Tailor consulting services to meet the unique needs and challenges of individual clients, spanning investment banks, asset managers, hedge funds, and other financial institutions.
  • Offer bespoke advisory services to address specific client concerns, such as optimizing derivative trading strategies, managing counterparty exposures, and enhancing regulatory compliance.

In summary, your consulting firm's offerings would encompass a broad spectrum of services, ranging from methodological expertise in CVA and XVA calculations to strategic advisory on risk management, regulatory compliance, and technology enhancements. Leveraging your extensive experience and thought leadership in derivatives risk management, your firm is well-positioned to provide invaluable guidance and solutions to clients navigating the complexities of counterparty risk in derivatives trading.

Complete
6 LinkedIn Export #: 0
6.02

LinkedIn Scrape

  • Completing the scrape funcitonality
  • Build a ‘chron' that restarts the scrape for a users contacts every few hours, after each batch is complete….
  • So let's say we think that LinkedIn won't stop us if we do batches of 30 connections….  So once that the first 30 are scraped, and it has waited [2] hours, do the next 30 connections…. until complete
- Pending
7 Immigration Services #: 6
7.01

Flight scrapper

  • Copy over from stephen-nurse.com
Complete
7.06

Other

  • Review site in mobile mode. Currently the following screens do not look great:
    • When a user is logged in:
      • Show a transaction (eg http://localhost:8000/transaction/19/show)
        • And editing each Document (eg Passport, Birth Cert, Driving License etc)
  • Security
    • The My Availability page needs to be security protected (just the specific-user and staff)
  • PriceList page
    • This should cycle through the Services Offered and show the summary and price
  • Complete MEU1, MEU3 and Bank of Cyprus forms
    • Complete the code to show the questionnaire titles in either English or Greek (or both) in the MEU1 and MEU3 forms
    • Ensure that the forms ‘import’ the necessary information in the right place (eg from User, or Passport or Employment Contracts etc)
  • Flight stats page
    • Import from stephen-nurse.com. It works in stephen-nurse.com
  • Add Google analytics link
Pending
7.05

Process of reviewing docs (e.g. Passport, Utility bill, Tenancy etc).

  • Client upload the respective document and fills in the details required.
    • Clients should only see the first column; not the column(s) for the Review process or the reasons for failure….. 
    • Clients should not be able to edit the review section
    • Status should be set to default
  • GRTS review the doc and show comments.
    • And send comments to client
  • Client then ‘corrects’ the error.
    • How do we track this?
    • Can we have a history entry that tracks the changes? A non-editable field that tracks the date of the change, who made it and what was made.  
    • If a revised scan is uploaded, do we keep the old one (rename it?), and link to it in the history field?
    • Client amending should reset to Pending.  
    • Errors before should still be visible to staff members
Pending
7.03

eMAIL

  • Include the email upload functionality (similar to AXTools)
Pending
7.09

Immmigration Services

  • Facebook questions
    • Boat to Europe. 
    • Good accountant lawyer
    • Good Gwenny
    • Schools
    • Pet sitters
  • Write to Serghios
Pending
7.02

Immigration Services site

  • Include the ability to upload an email into a “New Client” form
  • Complete
    1. MEU1 form (partially complete) population
    2. MEU3 form 
    3. Bank of Cyprus form 
  • Check all the customer pages work on a mobile
    1. Need to upload scans via camera on phone
  • Not all the forms (passport, driving licenses etc) have the Controller built to upload files (and delete files)
Pending
7.01

Need to upgrade all the controllers/forms

Pending
8 AX Tools #: 9
8.19

Trips to Outsource view

  • Outsource scrape is incomplete
    • Time
    • Arrival sddress
    • Notes
    • Test throughly
  • Create “Partner view” 
    • Future view, Past view (not the default)
    • Press button to accept
    • Email/WhatsApp to advise change  
    • Trip count on the day
    • Shows all trips, accepted or not and assigns a driver (from their list, greying out but not restricting those already signed up)
Pending
8.12

Partner Driver view

  • Export drops the ‘+’ on the phone number?
- Pending
8.13

Business model

  • Intro fee for referrals
  • New drivers sign up and need to send bank details, driving license and car details. Email and mobile 
  • For last min bookings, the driver's location is tracked in their response
  • For all bookings the driver's time at location is tracked to proove they were on time and to whatsapp the customer

Button that shows location when accepting last min bookings. 

Pending
8.14

Employees

  • Create view of birthdays (email me the day before)
  • Add an address database
  • Display of the + sign should be inline.  Add hovers to the forms
  • Ability to send an annonce request at a click of a button
  • WhatsApp Yes/No can't be blank

Taxi companies

  • Email invite button and date sent
  • Last logged in timestamp
Pending
8.15

Alpybus

  • One button to roll through the list of prices
- Pending
8.16

SBB trains

  • Email a range of times for the day
  • Change title a bit
- Pending
8.17

Private Outsourcing

  • Grid of prices.
  • Show grid of main combination with list of vehicles that the company has
  • Show a list of prices by provider (by price, by rank)
- Pending
8.18

Contacts

  • All – shouldn’t include the Employees (export already there)
Pending
8.11

Flight data

  • In absence of the list of flights, can we scrape kayak for all the destinations served by the airport to build a list of flights?
Pending
8.01

Clients

  • Can't make entity
  • Add new fields:
    • Total PV
    • Summary data
  • Add link to their trips
    • 12month PV
    • List of bookings, with first date and PV
Complete
8.10

SBB

  • Fix SBB scrape (SBB changed the design of their page)
Pending
8.09

Car maintenance:  Car and miles

  • Date
  • kms
  • New tyres
  • Notes
    • Then compute a view showing expected mileage and hours driven by date for all cars.   Colour dates that are estimates and real,   Reset the counter when the a real setting is made and compute the differnence (absolute and relative percentage )
- Pending
8.06

Email received into the mailbox

  • Ability to import in an email into a Booking.
  • Populates the “EmailImport” field with the content
  • Popluates Client-email from the sentFrom field of the email
  • Will need to save in the website the email login and password and the directory (i.e. "_Taxi Bookings To Be Uploaded”)  to look into. 
  • When the import is done, it moves the email to a new directory (i.e. "_Taxi Bookings Uploaded”)
- Pending
8.08

Transfers

  • Ops warnings:
    • Accommodation unknown
    • Flight unknown
    • Followup flag
- Pending
8.07

Taxi partners

There are different levels of Partners

  • “Independent drivers” who only have 1 car and work for themselves
    • Either log into the system and run their business through it or
    • Just accept incoming requests
  • Larger companies with multiple cars and multiple drivers
    • Can either login to the system and run their business from it or
    • Just accept trips ad hoc
- Pending
8.06

Taxi site

  • Track the history of the flights to build up a picture as to the on-going schedule
  • Email Hermes to see if they will send us the scheduled flights
Pending
8.05

Partners

  • Contact DrivenWorldwide
Pending
8.03

Client acceptance

  • Give a code to clients to accept the transfer. 
Pending
8.02

 Is it possible to scrape locations from an Item in FindMy in Apple.  So:you can see the location in the app but also on the iCloud site. 

- Pending
8.03
  • Multi-lingual functionality:
    • Include in the CompanyDetails entity a field called ‘multilingual’ (booelan)
    • Create new entity called ‘Languages’ containing, language (English, French, German, Spanish) , flag icon file,  and abbreviation
    • Selection of flag switches language of text
  • Page count
    • Add field in the Products entity for pageCount and pageCountAdmin
    • When a page is loaded add to the pageCount (and if an Admin user add to pageCountAdmin only
Complete
8.02
  • Multi-lingual functionality:
    • Include in the CompanyDetails entity a field called ‘multilingual’ (booelan)
    • Create new entity called ‘Languages’ containing, language (English, French, German, Spanish) , flag icon file,  and abbreviation
    • Selection of flag switches language of text
  • Page count
    • Add field in the Products entity for pageCount and pageCountAdmin
    • When a page is loaded add to the pageCount (and if an Admin user add to pageCountAdmin only
Complete
8.01

Need to upgrade all the controllers/forms

- Pending
9 Flight Database #: 1
9.02

Flight database

  • The objective is to build up a database of all future airline/flight numbers/departure/arrival times for a given airport (eg PFO).
  • The objective is to get data about every flight scheduled in to/out of Pathos airport (or Geneva airport).  So each day going forward, i want to see the flight number, airline, destination/departure airports, schedule time and actual departure/arrival times.
  • The flight database is designed to provide data to the AXtools and the ParkNRide projects.
  • To do this I want to list all the destinations served by an airport (eg for PFO it is LGW, FRA, LHR,  LSN, etc) 
    • For each date and route (eg LGW-PFO), return the flight details.
    • Look for direct (non-stop) flights only
      • Return the list of flights (date, airline, take-off and landing time, price)
    • We will match that to a database of flights (airline, route, time) to get a flight number.   If a new flight, add a new record to look up the flight number.

The source could be either kayak.com or aviationstack.com (Login: nurse_stephen@hotmail.com; Password: Descartes99)

- Pending
9.01

Separate out the Flight scraping software from the AX Tools and the StephenNurse site and consolidate into a single site. 

Scrape all flights to/from PFO and Larnaca airports and tracks prices over time as well as flight times and actual arrival and depart times

 

Pending
10 Financial Advisor #: 0
10.01

Financial advice and also generic website template

  • Create a copy of SN, and strip out all non-investment sections
  • Then copy and strip out everything except the user, CMS and basic framework
- Complete
10.02

News coverage

  • Include useful market information page with podcasts from our top providers – e.g. Merryn@FT;  Prof G.  Include date and link, and summary of the content and my commentary.      Important for social media engagement 
  • Link to news scrapper
Complete
10.02

Updating contributor site

  • Scrape either the YouTube  contributor site, or apple.com  to show all new shows
  • Only issue remaining is that they are not sorted by date pre expansion….   And a lot of YouTube dates at 12-Aug??
- Pending
10.00

Mortgages

Scrape once a day the following (establish a chron job at a set time, eg 5pm)

  • Mortgage rates (from moneysupermarket.com)
    •  Bank name, Rate and Product Fee.  Set Term to 2yr or 3yr or 5yr and date =Today
  • Swap rates (Gilts or GBP-swaps) from investing.com [DONE]
    • 2yr, 3yr, 5yr, 10yr
- Pending
10.03

Updating contributor site

  • Rich text editor for the Summary and Comments fields
Complete
11 Tennis Club #: 13
11.08

Payment

  • Stripe set-up
  • Handling of visitors - visitor fee applied to members Tournie and leagues Platinum vs good memberships
Pending
11.08

User

  • When you register for the club as if permanent or temporary login.  
    • Have feature that emails logged members with expired memberships to remove them from the main list. 
  • Field.  Temp membership - date.  And remove those from the drop-down menus etc. 
  • Prepare a confirmation email to be sent to all bookings (each night and upon making the booking).  In terms of the reference I don’t think we can use the court availability I’d as that changes if they change court. For the coaching booking that can work though?
  • When a new user logs in, have a field that asks if they are a temporary visitor or a long-term member
    • Field:
  • Add Google Analytics
Pending
11.04

Management reporting stats pages 

- Pending
11.11

Tennis Court Availability

  • Future bookings count - had to change
Pending
11.01

Tournament

  • Create the draw and the matches 
    • Including scheduling futures rounds
  • Show the contact details of one's next opponent
Pending
11.13

Other

  • Approach public schools to ‘rent’ their tennis courts over the summer
  • Simultaneously book a Court(s) for Coaches and for Group Sessions. 
    • What happens if the court is not free?
  • For a coaching session book a clay and a hard court and release one when booked.  And release the backup 24 hours before the lesson
    • When adding a tennis Group Session that is chaperoned by a coach, add that to the coaches calendar too. 
    • Cancellations of a coaching booking would free up the coach/court (or back to the ‘bagsy’)
      • Q:  When should the system release a court if the coach is not booked and there is demand for the court (ie when does the bagsy run out)?
      • Q:  Should the coach reserve a hard or clay court.  How should you handle a client who wants to choose (suggestion - the coach bagsies a hard court and if available at the time of booking then it can move to a clay).  Do you want to differentiate between courts (eg 8v 9 etc)?
  • Add calendar invite when someone makes a coach or session of court booking
  • Have a tennis coaches view that shows today and tomorrow, that is not password protected (but hidden link) allowing the coaches to see their calendar with 1 click.  Make it work on phones
    • Q: What phone do Wyn, Steve, Elena have?
  • Decide order of priority for court usage
  • Show account balance/kitty in Header 
  • Improve ergonomics of the the coach bio page.
    • Ask Wyn for a bio, 2-3 photos and a video  for him Steve and Elena
  • Track no-shows
    • Q: Should a “no-show” prevents new bookings for [x] weeks.  On the first/second/third strike?
  • Track canclled bookings? 
    • Cancel bookings should be saved in a new entity and perhaps tracked.  What limit to put on that?
  • Flexi memberships: Track number of flexi court vouchers remaining
  • Compute/summarise:
    • Court stats by month (# $$$)….. Hard, clay by hour - broken down by the DoW and hour.   ie should you change prices at different times of the day to balance the loads better
    • Coach stats by month (# $$$)
    • Member stats by month
      • Number of court booiings, number of coaching and group sessions. 
      • Which members break-even vs their membership cost etc?  Should you increase/decrease the annual subscription?
  • Membership reminders
  • Excel import/export of all users to upload members for the admin - test
  • Ability to process emails into a booking easily.
Pending
11.14

Bugs to fix

  • Group Session Index - how do I sort them differently if logged in or not (different column count)
  • My availability grid and the  “I am away button” (line 110 in Index).  Seem to have lost the functionality on these buttons altogetherPayroll
Pending
11.15

Box leagues/ladder

  • Add ability to  run a box league 
  • Look at https://boxleague.net
  • == entity: tennisClub
  •       Name, address, tel, notes, administrator, toilet, GPSlocation, parking, bar, changing rooms, showers 
  • == entity:   boxLeague
  •       tennisClub (relation), box league number (1, 2…. x), sets, promotion count, demotion count, date for completion 
  • == players
  •       Member of a specific box league at a specific club(s)
  •  Box league then creates a list of fixture (grid), allows the users to enter their own score and.or the administrator. Includes walkover 
  • Computer the winner/loser 
  • Computes next season starting point. 
Pending
11.09

Users

  • Have ability to create a user from an Outlook lookup.  ie press a button to call up Outlook and search your VCFs and import in the necessary fields
- Pending
11.06

CMS

  • Change CompanyName etc to ClubName etc in all forms etc
  • Work on the Index page, and maybe use a table  
  • Rename Twitter to X.  Update icon
Pending
11.09

Env

  • Dynamic email login and password 
Pending
11.05

Formatting

  • Photo handling on the Interests page
  • Background colour on footer and header
  • Height of the header, overshadowing the content
Pending
11.05

Premiership table view of players

  • Show last 5 wins/losses
  • Button for Single or Doubles
  • However over for date, player, score

Scrape ITF player rankings weekly 

 

Pending
11.05
  • Premiership view of players
  • Scrape ITF rank weekly
  • Language settings (in ATS template)
  • Algo for scores. 

 

Pending
11.03

There is no extension able to load the configuration for "when@test" (in "C:\dev\tennisclub\config/packages/twig.yaml"). Looked for namespace "when@test", found ""framework", "doctrine", "doctrine_migrations", "maker", "security", "twig", "web_profiler", "symfonycasts_reset_password", "sensio_framework_extra", "jsvrcek_ics"" in C:\dev\tennisclub\config/packages/twig.yaml (which is being imported from "C:\dev\tennisclub\src\Kernel.php").

Pending
12 Criminal Record Checks #: 1
13 Irish Passport Consultants #: 0
14 Tennis Groups SetUp #: 0
15 TechArete #: 0
15.03

Company Description: TECHARETE SYSTEMS LTD.

Techarete Systems Ltd (‘Company’) is a pioneering technology company headquartered in Cyprus. The Company specialises in the development of cutting-edge software solutions designed to transform client booking and CRM systems used in various industries. Our commitment to innovation, efficiency, and customer-centricity drives the creation of software that optimizes resources, enhances marketing potential, and revolutionizes how businesses manage their booking processes.

Vision and Mission: At TECHARETE SYSTEMS, our vision is to empower businesses with innovative software solutions that not only streamline their booking processes but also amplify their marketing potential. Our mission is to be a driving force behind positive change, leveraging technology to optimize resource allocation and deliver unparalleled user experiences.

Core Activities: Our core focus lies in the creation of advanced software solutions that cater to diverse business needs. Our expertise extends to industries such as sports facilities, medical centres, and transportation. Through our solutions, we bring efficiency, convenience, and precision to the booking experience and improved economics for all parties. 

Optimizing Resources: Our software solutions are designed to optimize the allocation of resources. In sports facilities, we ensure that every booking maximizes facility usage and minimizes conflicts. Our software streamlines appointment scheduling, resource allocation, and client management, leading to enhanced operational efficiency. In the transport industry, our software enhances dispatching, route optimization, and customer engagement, resulting in better resource utilization.

Enhancing Marketing Potential: TECHARETE SYSTEMS' software solutions go beyond functional enhancements. We recognize the importance of marketing in today's competitive landscape. Our software includes features that empower businesses to showcase their services, promotions, and special offers, thereby increasing their marketing potential. This integrated approach enables our clients to not only manage bookings effectively but also to attract and retain customers more effectively.

Innovation and Growth: Innovation is at the heart of the Company. We pride ourselves on staying ahead of industry trends and technological advancements. Our dedicated team of experts, including software engineers, UI/UX designers, and data analysts, continuously explores new avenues to refine our solutions and introduce features that drive growth and innovation for our clients.

Collaboration and Partnerships: Collaboration is a cornerstone of our approach. We actively seek partnerships with industry stakeholders, valuing their insights and needs. By working closely with our partners, we co-create customized solutions that address specific challenges within each sector. Our collaborative spirit extends to businesses of all sizes, from startups to established enterprises.

In conclusion, Techarete Systems Ltd. is synonymous with innovation and transformation. Our software solutions are designed to optimize resources, enhance marketing potential, and elevate the booking experience across industries. With a strong commitment to excellence and customer success, we are excited to shape the future of booking systems and contribute to the growth of businesses across the globe.

- Complete
15.01

Backup

  • Is there a way to export the live database and upload it to local an automatic basis
Complete
15.04

Create a “The Team” page

Complete
15.02

Page

  • The pages for each product don't look great on mobile
- Complete
15.05

No password hasher has been configured for account "App\Entity\User".

Complete
16 TennisFinder #: 3
16.02

Booking completion

  • Complete the ClubSpark scraping functionality
    • One-click booking
    • Cancellations 
Pending
15.88

Payments

- Pending
16.01

Other sites

Blocked
16.13

Cancellations

  • Re-use a cancelled court?
  • Setting up a 1st reserve for any cancellations 
- Pending
16.14

Management statistics

  • History of court usage
  • The states of the court are:
    • No data => 1
    • Available => 2
    • Booked => 3
    • Closed => 4
  • Lifecycle (assuming not closed): 1>2>3
  • What do you need to know
    • New fields:
      • A) timeFirstScrape - Done
      • B) timeCourtReleased - Done
      • C) timeCourtTaken (ie time on a scrape  when the court was Available before but is now Booked) - Done
    • Compute
      • SnapUpTime:  (C-Max(A,B))
      • LeadTime: (PlayTime-C)  - Done
- Pending
16.11

Complex  Reservations

  • Allow a user to specify one of multiple venues/tennis and a court ranking preference
  • 1 or 2 hours. 
    • Ok for just one hour?
    • Book as soon as any are available or wait for preferences to be released?
Complete
16.19

Hit with me

  • Players upload a video of their game
  • Gets rated by a coach (£2 charge)
  • Grid of pricing for player vs others for relative standards Punter playing brings the balls and the court. 
  • No show - cost of court and a fine of 5quid 
- Pending
17.14

Meet new players 

  • E-mail functionality test
  • To make contact with a new player, the system should not show their email/phone number, but rather wait until the recipient has accepted the request  
    • Show list of reach-outs in my Connections list as Pending.
      • Mark contacts as Agreed(tick), Pending (?), or Rejected (cross). 
  • Ability to download a Outlook contact file
- Pending
16.05

Helpful links

  •  https://breakstolove.com/
Complete
16.13

Tennis coaches

  • Create an user-type of “Aceify Coach”
  • When selecting a user, also select their chosen coach
  • Show the coaches bookings on the court screen.  
  • Book court in name of coach, and cc the player
Pending
16.12

Venues 

  • Show all venues on a single map (multiple dots)
Complete
16.04

Court and Player Availability

  • Courts and players view needs work
Complete
16.02

Meeting new players.  

  • E-mail functionality test
- Blocked
16.03

Other

  • Courts and players view needs work
- Blocked
16.15

Splitting the court cost bill

  • One person will have to first buy the court, but the functionality I want is for that person to then be able to split the bill across the other players
    • Create a “My Bookings” link - that shows the bookings where the logged-user is one of the players (either player1, player2, player3 or player 4).  
    • This view shows who has currently paid for the court (and the split after some reallocation) and includes a button that “Pays my share”,
    • That process involves the non-paying player(s) to send their share of the cost to the kitty of the person that paid the bill.  It will shows as a like a TopUp on the account of the recipient and a debit on the Account of the sender 
    • Email functionality to send a reminder to the non-payers
Pending
16.10

ATP tickets

  • include a link that contains the Wimbledon/French/Queens/Boodles tickets (and to tennis club site) 
    • Import export to csv to aid importing of data
Complete
16.84

ClubSpark

  • Buy smart card per venue. Limit bookings to one per day and 5 per week per smart card to avoid scrutiny. 
- Pending
16.06

Venues

  • Add a new field - “Details checked”
    • Display as a tick for Admin users
  • Add button to reset tick and also a refresh all button that sets all the fields to TBA
  • For various inputs (toilet, parking, floodlights etc) add a “TBA” option to the choices
    • In view, if TBA, show as a grey question mark
  • Add a photo of the venue
Complete
16.07

Tennis Venues

  • The import function does not respect the CheckedDetails and IsActive flags
  • Tennis Venue index doesn't sort in non logged in mode
  • Increase column height on Travel Directions and reduce the Maplink one

 

Complete
16.13

Scraping

  • Check performance now we have 20+ sites live
  • Complate the ParkSport scrape (very similar to ClubSpark) 
- Complete
16.10

Email functionality

  • Work on the confirmation emails
    • Punter confirmation
    • Complex reservation
    • Aceify booking
- Pending
16.03

Tennis court availability

  • Include the links to the clubspark site from the Expanded day page
  • Include the titles (Today, Tomorrow, This Week, Next Week, Following Week) in the tab and the title
    • Colour code the buttons to illustrate the current selection
  • Shrink the row height to minimal level to allow more court availability to be seen on a single page
- Complete
16.02

Tennis venues

  • Complete update of all venue details 
Complete
16.08

Tennis venues

  • Add a Court Surface entity, containing court surface and also floodlight, so we can identify by court the surface and floodlight status - may not be consistent across all courts at a venue.  
- Complete
16.09

Tennis Venues

  • Show the court surface/floodlights details in the booking popup
Complete
17.19

Complex reservations

  • Allow users to book repeat reservations targeting mutliple venues, where their choice will prioritise either the venue or the times or the time on court 
- Pending
16.01

Court reservation

  • In the popup to book a court,in the title confim the venue and time (to reassure the user that they clicked the right button) and include the court surface and floodlight data
  • Where the surface and floodlight specs are consistent for all courts  at a venue, display in the title.  When different by court, display at the court level.

 

Complete
15.98

Bookings

  • Allow non-logged in users to book (ie straight to CC provider, take email)
  • Email confirmation
- Pending
16.06

Overcome the IP blocking issue

  • Proposed solution is to scrape using a local copy of the site that posts the results to the live site
  • Question: How do we overcome the IP block that is applied to our site for the making of bookings?  is the IP address already blocked?  Note this will be far less frequent than the scrape, so we could use a dynamic IP address for that component of the site as the volumes will be far lower?
- Pending
16.14

Bug - Tennis Venues

  • When you edit a venue and delete the photos and then resave new photos, then the ‘old’ photos get shown
  • So the delete photo button should either delete the file, or the edit button should replace the file when re-editing  
Complete
16.15

Bug fixes

  • Error message shows when Adding a new Venue
  • Error message when ‘signed-in’ as an Aceify client – looks to be with the mileage to courts?
  • Court view – check the display of the floodlight and surface data (I saw some were missing in the demo)
Complete
16.16

Court view

  • Include the court utilisation stats (e.g. 3/5) – perhaps as a bubble?  Kill the £ sign and roundup the price (for Aceify only) 
  • On the expanded day view show the court surface and the floodlights
Complete
16.04

When booking an Aceify 

  • When making a booking for an Aceify client, check the Aceify credit available 
    • Malcolm to check how to access a client’s balance, and if there is a unique URL  - via the client’s email or client’s ID
- Pending
16.10

Handling a VIP booking (e.g. Jamie Delgado)

- Pending
16.17

New venues

  • Define the defaults and make fields nullable to enable quick saving of new venues (partially done, but need to change the Edit function)
  • Import: MyCourts venues 
Complete
16.05

Scraping

  • Solve how to “prompt” a court availability scrape from the live site
  • Scrape history view not working
- Pending
15.39

Scraping courts 

  • MyCourts  (generic code that will then apply to all the MyCourts clubs)
  • Duke’s Meadow – requires a bespoke scrape
  • Aphrodite Hills
- Pending
15.97

Tennisfinder 

  • Tennis Venue entity:
    • For the 129 MyCourts clubs, can you try to convert the Longitude and Latitude data that we captured into the “embedded html” needed for the maplink, so the map-marker icon works?  
    • Can you run the postcode distance calculator for one player across all the MyCourt clubs to see if they all ok compute
    • The Map All button (showing the position of all the Active Courts on a single page) doesn’t seem to include the MyCourts clubs  
  • MyCourt Scraper
    • Can you build a scraper to extract the Court (whether tennis, squash or badminton) Availability for the “MyCourts” clubs
    • Can you bring in the data as to whether it is available and the price if it is a given
  • Booking a Court (ClubSpark)
    • Can we test the client emails when you book a court
    • Can you look to see if you can complete the single-click book for the courts?
  • Complex reservation (multiple days where we book the first court that comes available)
    • Can we create a chron that runs through all the complex reservations and makes a booking (and cancels others) that meet the criteria. For example,
      • If the #1 preference is free it books that and cancels the others
        • Question:  Do  we wait for all the first choices to be available before ‘hitting’ a second choice?  Or do we go through each hour and hitting the best one?  (Do you see the problem?)
          • Perhaps we should make that a question :  “Would you like us to immediately book a non-first preference option if there are some courts at your first preference still to be released? Be aware if we then wait those second/third/fourth choice options might have gone?”
    • We also have to think about how we use the bidding process...  
      • For a single venue/hour…. Do we give them a choice of court, or any court?
      • And do we charge the full bid price, or the next best bid +£1? How will the client know? Do we show the current highest bid  to encourage a higher bid- Yes?  And do we tell the first bidder that they have been out-bid?
      • I think we just take the full amount and the client
- Pending
16.18

ATS Template upload

Complete
17 ITF Proposal #: 1
17.00

Searching for tournaments (https://www.itftennis.com/en/tournament-calendar/world-tennis-masters-tour-calendar/)

  • When searching, you can filter/sort by date or country….. but not by Category, or Surface
  • The Name of the Tournament is always a concatenation of the City and the Category, so in effect is superfluous 
  • Some of the Cities are in CAPS, some not.
  • The Country filter doesn't work terribly well.  Specifically, if I am searching for "Cyprus"  yet have selected a month where there are no tournaments in Cyprus, then the search fails to recognize Cyprus.  In addition your search function can be configured to capture structured to look for other a couple of ways of spelling a country.  For example, I looked for “England”, and found nothing.   It should suggest Great Britain.   Similarly United States doesn't trigger, the code is USA.  However you can easily configure where your country database has 2 or 3 alternative search names (hidden) that will then show “Great Britain” if I were to type any of the following "UK, GB, England, Wales, Scotland, Northern Ireland etc)

Registering/Applying for a tournament

Checking out the draw for tournament (this page→https://www.itftennis.com/en/tournament/mt400-limassol/cyp/2024/s-mt400-cyp-2024-004/draws-and-results/) 

  • Each tournament has a single URL for all the draws (Mens, Womens, Mixed…. All age groups), and they control the display with Javascript 
    • Example: https://www.itftennis.com/en/tournament/mt400-limassol/cyp/2024/s-mt400-cyp-2024-004/draws-and-results/
  • That means you can't share the URL to direct family/friends/partners for specific draw. You have to tell them to navigate to say "Mens / Singles, Over 45)
  • Moreover, the site doesn't remember anything about the user, so refreshing the Age category resets the gender of the user. 
    • I would recommend tracking the default with a cookie or alternatively providing a unique URL (trade-off is that it is slightly to flick between tournaments, but most users are not doing that)
  • The order of play page doesn't optimally use the screen width. On high resolution screens you could see 12 courts simultaneously, rather than clicking across screens
    • Similarly the court numbering at the top is confusing. 
    • Granted on a phone it needs to be swipe right for 
Pending
18 News-scrapper #: 2
18.01

Update scrapers which have broken over time

WorkingNot working
  • CNBC
  • Teletrader
  • FT Markets
  • Economist
  • FIA
  • Matt Levine
  • ISDA
  • BIS
  • Clarus
  • Economist Expresso
  • FirstFT, FT Main
  • Reuters
  • Economist Special Reports
  • Risk
  • EACH
  • FN
  • Global Custodian
  • Securities Finance
Complete
18.04

 New sites to scrape

Complete
18.06

User-specific summary email

  • Once the broken scrapers are fixed, the main ‘ask’ is to make it “user-specific” (ie each user can define their own list of stories and categories to include in the summary email). So the following need to be linked to the logged user:
    • Headline categories (eg Macro, CV19, Corp, Cryp, Pol, Ukraine, Clearing, x)
    • What to include/exclude for the email
    • What economic stats are key to them
    • Their own list of favourites and commentaries
  • At the moment each of these fields are attached to the news article so we need to create a User-News field relationship to achieve this.  Does that make sense to you?
Complete
18.31

Other

  • Make the Economic Stats scrape time 1am and 8.30am
  • Cron does not include FirstFT
  • Add a button to test that the FT.com login is working
  • Full content button (FT) only shows in first block (unassigned)
  • Upon user login, run a check on the user's logins and passwords and determine access accordingly
- Complete
18.05

News Lists

  • Issue is that the buttons trigger a refresh and slow.
  • Can one overcome this with a javascrpt flag and a press to do all button at the end

Users

  • Centrally scrape the content of the articles.  Check once the login of the user at their login stage, and track if good.  Then show in the title page if the login is confirmed as valid
- Pending
18.02

Favicon

  •  Not working, both in bookmark and in tab, but only when on the home page… Odd
Complete
18.03

Login

  • Add ability to register
Complete
18.05

Formatting

  • Login button
  • Subscription page to show when not logged in
  • Ability to look at each headline
  • User Edit page -
    • Show categories
    • Button to delete photo
    • Show photo
    • Hide Status from user
  • New stories
    • No like/read buttons
- Complete
18.12

Economic stats

  • Highlight and suppress buttons not working
  • Button to use the Teletrader defaults
  • Button to remove your highlight or take standard
  • Or if blank use the default - over-ride
- Complete
18.07

Settings

  • Add VCard code (Jeroen)
Complete
18.08
  • Review of security (Dashboard -changed to ROLE_USER)
- Complete
18.10

Read count

  • The new count needs to be user specific. 
  • So this is the number of unread articles in the past 24 hours by user.   Service by user and source
  • The read all button should not affect archives
    • Perhaps in archive you can have unread shown separately. 
- Complete
18.09

Removed the CMS and Settings entities

Why isn't LinkedIn password appearing on the list in a User's profile?

- Complete
18.11

Pricing

The functions of the website are

  • LinkedIn scrape
  • News:
    • Single place to read articles
      • Summary access only
      • Hover for full article
    • Abilty to mark articles as read, to avoid re-reading
    • Abiliy to select key articles and send summary email 
    • Mark economic stats as favourite - to generate an email
    • See what others are liking - are you missing an important well read article?

 

  • Summary Read-only  
    • Full articles available via a link 
  • One-stop Read access
    • However
      •  
Complete
18.32

Economic Market Statistics

  • Chron job.  Refresh every 15mins
    • Button to refresh manually if >10mins 
  • Historical view by stat
- Complete
18.19

LinkedIn:

  • Popup that checks that the LinkedIn login and password are successful
  • The first result should return the number of connections and estimate the time to download them, before proceeding.
    • Advise the user how long it will take to download and that a file will be emailed to them 
  • Email csv file - one-step directly after the scrape -  ie save a file in the database at the end of the scrap and email (ie merge the 3 buttons we have)
- Complete
18.34

Memberships

  • Create a 30-day free trial period
    • Unable to extend
    • Link the systems login to LinkedIn login and other site logins to avoid gaming
    • Buttons to upgrade
- Complete
18.14

Favicon

- Complete
18.13

Market Data

  • Future T+2 data….  
Complete
18.15

Subscription page/Memberships

  • Check whether a user has a membership upon opening the Subscription page
    • If not, create a New membership, initially a Free membership
    • The new Membership button shouldn't open the form, but just save the details as per the button
      • Include Today's date 
      • The new membership button shows all users to Non-Admin users
- Complete
18.04

Scrape content

  • Check that the scraping of all the news sites works
  • Also ensure that the content and not just the headline are scraped saved in the ‘fullContent’ field in the news entity.
  • In the view, hovering over the title will display the full content
  • For websites where the content is behind a firewall, then login and scrape where available.
Pending
18.06

Set up a Payment gateway- Stripe? 

- Pending
18.16

CompanyDetails

  • The HideOther inputs not coming through into Live
- Complete
18.22

LinkedIN scrape (https://www.linkedin.com/in/stephen-j-nurse/)

  • Include the summary experience and the employment history
- Complete
18.26

Bugs

  • Market Economic Stats scraper doesn't work in live.  Not just United States (filters).  Aman is re-writing the scrape 
  • Chron job for  MarketStats doesn't work 
- Complete
18.17

Bugs

  • subscriptions_buttons line 45
    • Make this dynamic?
  • source\index line 43
    • Make this dynamic?
  • Favicon issue on live (when favcicon file exists)
Complete
18.18

Bugs

  • Merge the ‘Highlight/Standard/Low’ buttons into a pop-up.  To avoid confusion. 
  • Set User bug in Market Stats
Complete
18.20

User

Add time zones

- Complete
18.21

LinkedIn contact export

  • Develop a view of the contacts that can be expanded/contracted [like Excel]
  • Import photo and save file
  • Export file - two types: Full CSV and Outlook
    • Export to directory per user
    • Develop a concatenated Notes for the Outlook export
  • Control the number of exports (2 now)
  • Don't show the flashing screen.  Warn on timings
  • Automatically email file
Complete
18.23

LinkedIn Contacts

  • Deleting LinkedIn Contacts -just the owner's contact and the languages spoken
Complete
18.28

Users

  • Delete doesn't work
  • Include in user view.
    • Membership
Complete
18.24

LinkedIn Contacts

  • Don't save a Language Spoken for the null case
- Complete
18.25

Linkedin contacts 

  • Create a User-Settings upon scrape
- Complete
18.03

User Password checks

  • Need to develop an algorithm to check the passwords upon login
- Pending
18.27

User Passwords

  • List the users in alphabetical order
  • When you edit a User Password it changes the User name
Complete
18.02

Deleting LinkedIn Users

  • Delete MY Linkedin contacts should not delete them but mark them as hidden
  • How to handle when we have a contact shared with multiple "owners"?
- Pending
18.30

Market stats

  • Scrape doesn't work in live
- Complete
18.29

Security

  • Add role heirachy in security.yaml
- Complete
18.33

User memberships

  • Dates
Complete
18.01

LinkedIn export

  • Notes need to include the Employment and Education details
  • Searchable text for mission statement
  • Export function seems to be failing
Pending
20 Visit Weimar #: 0
21 Comfy Cats #: 0
24 Park n Ride #: 0
25 New Projects #: 0
25.01

New websites

Complete
25.02

Create a template project that contains the basic structure of all the sites, so I can make changes centrally and have those changes become available to all the projects

  • Dashboard & advanced dashboard
  • Users (subset of the fields - not all the same)
    • Index
    • Import/Export
    • Log
    • Registrations
    • Password resets
  • Backdoor
  • Mulit-language
  • Company Details
  • CMS 
    • Home pages, Contacts u
      • CMS and Photos
      • Second line CMS
  • Headers
    • User icon and main (subset) 
  • Footers
  • Services
  • Online inquiries and website contact
  • Vcard and ICS programs 
Complete
26 Aphrodite Cleaners #: 0

Loading…
Loading the web debug toolbar…
Attempt #