Report & DB Updates: 2015-February

Major Changes

Attendance & Donation Summary Fields
Several read-only fields have been added to the database to facilitate the creation of views. A nightly routine will populate these values automatically. The new fields are:

  • For Group Participants: 
    _First_Attendance
    _Second_Attendance
    _Third_Attendance
    _Last_Attendance
  • For Participants:
    _First_Attendance_Ever
    _Second_Attendance_Ever
    _Third_Attendance_Ever
    _Last_Attendance_Ever
  • For Donors:
    _First_Donation_Date
    _Last_Donation_Date

Make Main Pages Direct Delete Only
We've updated several pages so that they will only be able to be deleted from the page itself rather than indirectly when deleting some other record. This is done by setting the "Direct Delete Only" value to "true" for those pages. These include: Programs, Ministries, Congregations, Group Roles, Journeys, Milestones, Donations, Event Types, Group Types, Groups, Events.

Set dp_Pages.Display_Copy to No
We've suppressed the "Copy" button on several pages: Users, Participants, Donors, Contacts and Distribution. This is done by setting the "Disable Copy" field to "true" for the Page. The copy option on those pages can cause issues and there are no compelling reasons to leave the option visible.

Report Pages
We've added a page to the System Setup area called "Report Pages". It lists every page where a report is available.

Reports sub page on Page Record
We've added a new sub page under an open Page record. The sub page is called "Reports" and it lists reports that may be available on that page to users who have appropriate security rights.

Tool Pages
We've added a new page to the System Setup area called "Tool Pages". It lists every page where any tool is available.

Tools sub page on Page Record
We've added a new sub page under an open Page record. The sub page is called "Tools" and it lists Tools that may be available on that page to users who have appropriate security rights.

New Report - Find Contacts By Attributes
A brand new report was deployed to assist your church in finding contacts who have one or more required contact attributes. It can display optional attributes as well as allowing the end user to create a selection to communicate with those contacts matching their required attributes.

Event Management Updates

Expand Event Title from 50 to 75
We've modified the event title so it can be up to 75 characters in length. Previously only 50 characters were allowed. This necessitated updated a stored procedure used by the My Groups page of the Portal (api_mpp_getmygroupbyid)

Start Date Field and End Date Fields updated for Room, Equipment, and Service Reservations Page records.
We've updated the page record for Room, Equipment and Service Reservations so that they will show a calendar and Gantt chart display options.

Trigger Improvement - Event_Equipment._Approved not synced with Events._Approved by Trigger
We've improved the trigger that keeps equipment, room, and service reservations in sync with the approval status of the event when those items are set to "auto approve".

Improve Trigger Field and Dependent Condition for Reservations
We've improved the default processes associated with reservations of equipment, rooms, and services. They will fire if the item is NOT set to auto approve. If you have renamed these processes or they do not exist on your system there will be no impact to you. The processes are "Room Request", "Event Service Request", "Equipment Reservation".

Page Updates

Make Main Pages Direct Delete Only
We've updated several pages so that they will only be able to be deleted from the page itself rather than indirectly when deleting some other record. This is done by setting the "Direct Delete Only" value to "true" for those pages. These include Programs, Ministries, Congregations, Group Roles, Journeys, Milestones, Donations, Event Types, Group Types. 

Add Group Participants to "Ministry & Groups" page section.
We've added the Group Participants page to the "Ministry & Groups" section. It will continue to appear under the "Participation" section as well.

Fix Available Equipment Page View
Improved the view clause of the Page View titled "Available Equipment". It should be faster and more accurate.

Set dp_Pages.Display_Copy to No
We've suppressed the "Copy" button on several pages: Users, Participants, Donors, Contacts and Distribution. This is done by setting the "Disable Copy" field to "true" for the Page. The copy option on those pages can cause issues and there are no compelling reasons to leave the option visible.

Fix Available Rooms Page View
Improved the view clause of the Page View titled "Available Rooms". It should be faster and more accurate.

Report Updates

Selected Household Donations Report Filter Issue
We've updated the Selected Household Donations report. If a Congregation filter is applied, the report will now include only donations distributed to programs associated with that Congregation.

Donor Statement 3 Column
The report titled Donor Stmts: 3 Column will now display the words "continued next page" when a donor has more donations that will show on a single page.

Selected Batch Congregation Mismatch
We've updated the report titled Selected Batch Congregation Mismatch so that items are sorted in the order entered and so that the user can control the sort order.

Selected Group Directory - Photos
Corrected an issue where mobile and home phones were reversed in the printout.

Tasks Incomplete (Stored Procedure: [dbo].[report_Tasks])
We've updated the stored procedure used by the report titled Incomplete Tasks so that it won't return an error for customers who were recently upgraded to the latest version of MinistryPlatform.

Do Not Delete Selections in 3rd Party Export Reports
We've updated several reports that provide an export for a 3rd party accounting system so that those reports will not delete the selection. They will continue to delete the selected records, but the actual selection will not be deleted. This will prevent errors when a customer attempts to set the selection or add records into the selection.

Do Not Delete Temporary Selections in Actionable Reports
We've updated several reports that previously deleted selections so that those reports will not delete the selection. They will continue to delete the selected records in the selection, but the actual selection will not be deleted. This will prevent errors when a customer attempts to set the selection or add records into the selection. Reports include: "Adjust Selected Distributions", "Create Batch from Selected Donations", "Create Deposit from Selected Batches", "Copy Selected Donations", & "Process Selected Payments"

Donor Stmt: Selected shows donations in unfinalized batches
Modified the Stored Procedure used by the report titled "Donor Stmt: Selected". Donations in an un-finalized batch will not show. This is a minor change to make this statement consistent with other statements.

Performance improved for the report titled User Permissions: Reports & Tools
We've improved the performance of the report titled User Permissions: Reports & Tools.

Other Updates

Donations Selected Record Expression
Improved the friendly name of a Donation to include both the Donation Date and Donor's Display Name.

Truncate historical body text in dp_communication_messages
Individual recipient messages older than 180 days will be archived so that the individual recipient records will not contain the entire body of the message. Instead, the body of the message sent to a specific individual will contain a link to the main message body that was used to generate the recipient's copy. The message will be saved permanently in Communications-->Messages record. This will ensure backup sizes for the latest version of MinistryPlatform will be more consistent with the original MinistryPlatform.

Change Sub Page View To Ignore Time
We've updated the default views of the Groups sub page of an open Participant record and of the Participants sub page of an open Group record so that individuals added will show in the view immediately even if the time value is slightly in the future.

Index on Contacts.Household_Position_ID
We've added an index to the Contacts table on the Household_Position_ID. This should speed up the loading time on several views throughout MinistryPlatform.

Change DateTime Fields to Time Where Acceptable
We've changed the field "Groups.Meeting_Time" to be a "Time" datatype which is supported by the latest version of MinistryPlatform. We had to update the stored procedure in use by our Group Finder to avoid an error as a result of this change.

  • Table: [Agenda_Elements] Field Name: [End] Old Type: DATETIME New Type: TIME
  • Table: [Agenda_Elements] Field Name: [Start] Old Type: DATETIME New Type: TIME
  • Table: [Groups] Field Name: [Meeting_Time] Old Type: DATETIME New Type: TIME
  • Table: [Opportunities] Field Name: [Shift_End] Old Type: DATETIME New Type: TIME
  • Table: [Opportunities] Field Name: [Shift_Start] Old Type: DATETIME New Type: TIME

Change DateTime Fields to Date Where Acceptable
Several "datetime" fields in our database go back to an era before MinistryPlatform supported "date" field type. Consequently, the "time" portion is irrelevant. We are changing those fields to "date" fields so that users will not need to be concerned about time. 

  • Table: [Contacts] Field Name: [Anniversary_Date] Old Type: DATETIME New Type: DATE
 

Last Modified: 5/12/2018

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