Implementation Checklist

The following is a checklist for existing users upgrading to the 2.3 release and is aimed at both the person doing the upgrade and the administrators responsible for systems operations. 

It provides a list of things that you may need to do in order to take advantages of the new features in this release.

MySQL Server

If deploying using MySQL Server 5.7, the sql_mode no longer needs to be changed to remove ONLY_FULL_GROUP_BY. All standard report templates have been updated to avoid errors.
If running a custom report and it fails with an error like:

SELECT list is not in GROUP BY clause and contains nonaggregated column ...
incompatible with sql_mode=only_full_group_by

it needs to be corrected. See https://dev.mysql.com/doc/refman/5.7/en/group-by-handling.html for details.

 

Document template updates

The following document templates were updated:

  • reports/*/*.jrxml
    All JasperReport templates were updated to remove explicit use of the DejaVu Sans font, in order to make it easier to replace with another font, as per Locale and Fonts - Unix and Locale and Fonts - Windows.
    See OVPMS-2507
  • reports/*/*.jrxml
    All JasperReport templates were updated to increase field widths for currency fields to support multicharacter currencies.
    See OVPMS-2305
  • reports/Workflow/Appointment/<size>/Appointment.jrxml
    See OVPMS-2468
    Updated to change use of the field 'description' to 'notes'.
     
  • reports/Workflow/Task/<size>/Task.jrxml
    See OVPMS-2468
    Updated to change use of the field 'description' to 'notes'.
     

For sites using standard templates, these can be loaded using:

toolbox template --load documents --size <size>

where <size> may be A4, A5 or Letter. This will load all document templates, so should not be run on sites that customise these. Sites that customise these should refer to the above for the changes required.

Alternatively, templates can be loaded individually using:

toolbox template --load 'Appointment' --size <size>
toolbox template --load 'Bank Deposit' --size <size>
toolbox template --load 'Counter Sale' --size <size>
toolbox template --load 'Credit' --size <size>
toolbox template --load 'Credit Adjustment' --size <size>
toolbox template --load 'Debit Adjustment' --size <size>
toolbox template --load 'Delivery Items' --size <size>
toolbox template --load 'Estimate Items' --size <size>
toolbox template --load 'Estimate Items-PT' --size <size>
toolbox template --load 'Insurance Claim Invoice Items' --size <size>
toolbox template --load 'Invoice' --size <size>
toolbox template --load 'Invoice Items' --size <size>
toolbox template --load 'Invoice Items-PT' --size <size>
toolbox template --load 'Order Items' --size <size>
toolbox template --load 'Pharmacy Order Items' --size <size>
toolbox template --load 'Receipt' --size <size>
toolbox template --load 'Receipt Items' --size <size>
toolbox template --load 'Refund' --size <size>
toolbox template --load 'Refund Items' --size <size>
toolbox template --load 'Statement' --size <size>
toolbox template --load 'Statement Items' --size <size>
toolbox template --load 'Statement Items-PT' --size <size>
toolbox template --load 'Stock Adjustment Items' --size <size>
toolbox template --load 'Stock Transfer Items' --size <size>
toolbox template --load 'Supplier Invoice Items' --size <size>
toolbox template --load 'Supplier Refund Items' --size <size>
toolbox template --load 'Supplier Remittance Items' --size <size>
toolbox template --load Task --size <size>
toolbox template --load 'Till Balance' --size <size>
toolbox template --load 'Work In Progress' --size <size>

Report template updates

The following reports were updated:

  • reports/Reporting/*.jrxml
    All JasperReport templates were updated to remove explicit use of the DejaVu Sans font, in order to make it easier to replace with another font, as per Locale and Fonts - Unix and Locale and Fonts - Windows.
    See OVPMS-2507
  • reports/Reporting/*.jrxml
    All JasperReport templates were updated to increase field widths for currency fields to support multicharacter currencies.
    See OVPMS-2305
  • reports/Reporting/Reports/Customer/<size>/Customer Payments Report.jrxml
    See OVPMS-2522
  • reports/Reporting/Reports/Customer/<size>/Export Customer Addresses for Sales.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Customer/<size>/Export Customer Addresses.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Customer/<size>/Export Customer Email Addresses for Sales.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Customer/<size>/Export Customer Email Addresses.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Customer/<size>/Export Customer Phone Numbers for Sales.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Customer/<size>/Export Customer Phone Numbers.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Customer/<size>/Wait Time Statistics.jrxml
    See OVPMS-2558
  • reports/Reporting/Reports/Patient/<size>/Patient History Search.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Patient/<size>/Patient List Report.jrxml
    See OVPMS-2451
  • reports/Reporting/Reports/Product/<size>/Stock Back Order Report.jrxml
    See OVPMS-2505, OVPMS-2512
  • reports/Reporting/Reports/Product/<size>/Stock Reorder Report.jrxml
    See OVPMS-2505
  • reports/Reporting/Reports/Product/<size>/Stocktake Export Report.jrxml
    See OVPMS-2452

For sites using standard templates, these can be loaded using:

toolbox template --load reports --size <size>

where <size> may be A4, or Letter. This will load all report templates, so should not be run on sites that customise these. Sites that customise these should refer to the above links for the changes required.

Alternatively, templates can be loaded individually using:

toolbox template --load 'Charges' --size <size>
toolbox template --load 'Clinician Sales Report' --size <size>
toolbox template --load 'Customer Account Balance' --size <size>
toolbox template --load 'Customer Balance Report' --size <size>
toolbox template --load 'Customer Payments Report' --size <size>
toolbox template --load 'Customer Product Sales Report' --size <size>
toolbox template --load 'Customer Reconciliation Report' --size <size>
toolbox template --load 'Customer Running Balance Report' --size <size>
toolbox template --load 'Customer Sales Report' --size <size>
toolbox template --load 'Debtors - Current - SubReport1' --size <size>
toolbox template --load 'Debtors - Current' --size <size>
toolbox template --load 'Debtors - Historical' --size <size>
toolbox template --load 'Estimates Report subreport' --size <size>
toolbox template --load 'Estimates Report' --size <size>
toolbox template --load 'Export Customer Addresses for Sales' --size <size>
toolbox template --load 'Export Customer Addresses' --size <size>
toolbox template --load 'Export Customer Email Addresses for Sales' --size <size>
toolbox template --load 'Export Customer Email Addresses'--size <size>
toolbox template --load 'Export Customer Phone Numbers for Sales' --size <size>
toolbox template --load 'Export Customer Phone Numbers' --size <size>
toolbox template --load 'Insurance Claims Report' --size <size>
toolbox template --load 'Key Performance Indicators' --size <size>
toolbox template --load 'Patient History Search' --size <size>
toolbox template --load 'Patient List Report' --size <size>
toolbox template --load 'Practice Clinician Sales Report' --size <size>
toolbox template --load 'Practice Summary_CountApptsClinician' --size <size>
toolbox template --load 'Practice Summary_CountApptsType' --size <size>
toolbox template --load 'Practice Summary_CountVisitsClinician' --size <size>
toolbox template --load 'Practice Summary_CountVisitsLocation' --size <size>
toolbox template --load 'Practice Summary_IncomeByClinician' --size <size>
toolbox template --load 'Practice Summary_IncomeByLocation' --size <size>
toolbox template --load 'Practice Summary_OutstandingDebtors' --size <size>
toolbox template --load 'Practice Summary_PaymentsByLocation' --size <size>
toolbox template --load 'Practice Summary_ProdSalesLocation' --size <size>
toolbox template --load 'Practice Summary_ProdSalesType' --size <size>
toolbox template --load 'Stock Back Order Report' --size <size>
toolbox template --load 'Stock Reorder Report' --size <size>
toolbox template --load 'Stock Valuation Report' --size <size>
toolbox template --load 'Stocktake Export Report' --size <size>
toolbox template --load 'Wait Time Statistics' --size <size>

 

Appointment, Task and Calendar Block Notes lengths

The Notes field of Appointments, Tasks and Calendar Blocks has been increased from 255 to 5000 characters.
This may require updates to the Display Expressions in Schedule or Work List Views.

If the Display Expression contains:

openvpms:get(., 'act.description')

this needs to change to:

openvpms:get(., 'notes')

The standard Appointment and Task templates have been updated to change use of the field 'description' to 'notes'.
These can be loaded individually using:

toolbox template --load Appointment --size <size>
toolbox template --load Task --size <size>

where <size> may be A4, A5 or Letter.

See OVPMS-2468

 

 

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