2 * Copyright (C) 2004-2008 Georgia Public Library Service
3 * Copyright (C) 2007-2008 Equinox Software, Inc.
4 * Mike Rylander <miker@esilibrary.com>
6 * This program is free software; you can redistribute it and/or
7 * modify it under the terms of the GNU General Public License
8 * as published by the Free Software Foundation; either version 2
9 * of the License, or (at your option) any later version.
11 * This program is distributed in the hope that it will be useful,
12 * but WITHOUT ANY WARRANTY; without even the implied warranty of
13 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
14 * GNU General Public License for more details.
18 DROP SCHEMA money CASCADE;
24 CREATE TABLE money.collections_tracker (
25 id BIGSERIAL PRIMARY KEY,
26 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED, -- actor.usr.id
27 collector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
28 location INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
29 enter_time TIMESTAMP WITH TIME ZONE
31 CREATE UNIQUE INDEX m_c_t_usr_collector_location_once_idx ON money.collections_tracker (usr, collector, location);
33 CREATE TABLE money.billable_xact (
34 id BIGSERIAL PRIMARY KEY,
35 usr INT NOT NULL, -- actor.usr.id
36 xact_start TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
37 xact_finish TIMESTAMP WITH TIME ZONE,
40 CREATE INDEX m_b_x_open_xacts_idx ON money.billable_xact (usr);
42 CREATE TABLE money.grocery ( -- Catchall table for local billing
43 billing_location INT NOT NULL, -- library creating transaction
45 ) INHERITS (money.billable_xact);
46 ALTER TABLE money.grocery ADD PRIMARY KEY (id);
47 CREATE INDEX circ_open_date_idx ON "money".grocery (xact_start) WHERE xact_finish IS NULL;
48 CREATE INDEX m_g_usr_idx ON "money".grocery (usr);
50 CREATE TABLE money.billing (
51 id BIGSERIAL PRIMARY KEY,
52 xact BIGINT NOT NULL, -- money.billable_xact.id
53 billing_ts TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
54 voided BOOL NOT NULL DEFAULT FALSE,
56 void_time TIMESTAMP WITH TIME ZONE,
57 amount NUMERIC(6,2) NOT NULL,
58 billing_type TEXT NOT NULL,
59 btype INT NOT NULL REFERENCES config.billing_type (id) ON DELETE RESTRICT,
62 CREATE INDEX m_b_xact_idx ON money.billing (xact);
63 CREATE INDEX m_b_time_idx ON money.billing (billing_ts);
65 CREATE TABLE money.payment (
66 id BIGSERIAL PRIMARY KEY,
67 xact BIGINT NOT NULL, -- money.billable_xact.id
68 payment_ts TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
69 voided BOOL NOT NULL DEFAULT FALSE,
70 amount NUMERIC(6,2) NOT NULL,
73 CREATE INDEX m_p_xact_idx ON money.payment (xact);
74 CREATE INDEX m_p_time_idx ON money.payment (payment_ts);
76 CREATE OR REPLACE VIEW money.payment_view AS
77 SELECT p.*,c.relname AS payment_type
79 JOIN pg_class c ON (p.tableoid = c.oid);
81 CREATE OR REPLACE VIEW money.transaction_billing_type_summary AS
83 billing_type AS last_billing_type,
84 LAST(note) AS last_billing_note,
85 MAX(billing_ts) AS last_billing_ts,
86 SUM(COALESCE(amount,0)) AS total_owed
89 GROUP BY xact,billing_type
90 ORDER BY MAX(billing_ts);
92 CREATE OR REPLACE VIEW money.transaction_billing_summary AS
94 LAST(billing_type) AS last_billing_type,
95 LAST(note) AS last_billing_note,
96 MAX(billing_ts) AS last_billing_ts,
97 SUM(COALESCE(amount,0)) AS total_owed
101 ORDER BY MAX(billing_ts);
103 CREATE OR REPLACE VIEW money.transaction_payment_summary AS
105 LAST(payment_type) AS last_payment_type,
106 LAST(note) AS last_payment_note,
107 MAX(payment_ts) as last_payment_ts,
108 SUM(COALESCE(amount,0)) AS total_paid
109 FROM money.payment_view
110 WHERE voided IS FALSE
112 ORDER BY MAX(payment_ts);
114 CREATE OR REPLACE VIEW money.transaction_billing_with_void_summary AS
116 LAST(billing_type) AS last_billing_type,
117 LAST(note) AS last_billing_note,
118 MAX(billing_ts) AS last_billing_ts,
119 SUM(CASE WHEN voided THEN 0 ELSE COALESCE(amount,0) END) AS total_owed
122 ORDER BY MAX(billing_ts);
124 CREATE OR REPLACE VIEW money.transaction_payment_with_void_summary AS
126 LAST(payment_type) AS last_payment_type,
127 LAST(note) AS last_payment_note,
128 MAX(payment_ts) as last_payment_ts,
129 SUM(CASE WHEN voided THEN 0 ELSE COALESCE(amount,0) END) AS total_paid
130 FROM money.payment_view
132 ORDER BY MAX(payment_ts);
134 CREATE OR REPLACE VIEW money.open_transaction_billing_type_summary AS
136 billing_type AS last_billing_type,
137 LAST(note) AS last_billing_note,
138 MAX(billing_ts) AS last_billing_ts,
139 SUM(COALESCE(amount,0)) AS total_owed
141 WHERE voided IS FALSE
142 GROUP BY xact,billing_type
143 ORDER BY MAX(billing_ts);
145 CREATE OR REPLACE VIEW money.open_transaction_billing_summary AS
147 LAST(billing_type) AS last_billing_type,
148 LAST(note) AS last_billing_note,
149 MAX(billing_ts) AS last_billing_ts,
150 SUM(COALESCE(amount,0)) AS total_owed
152 WHERE voided IS FALSE
154 ORDER BY MAX(billing_ts);
156 CREATE OR REPLACE VIEW money.open_transaction_payment_summary AS
158 LAST(payment_type) AS last_payment_type,
159 LAST(note) AS last_payment_note,
160 MAX(payment_ts) as last_payment_ts,
161 SUM(COALESCE(amount,0)) AS total_paid
162 FROM money.payment_view
163 WHERE voided IS FALSE
165 ORDER BY MAX(payment_ts);
167 /* Replacing with the one below.
168 CREATE OR REPLACE VIEW money.billable_xact_with_void_summary AS
169 SELECT xact.id AS id,
171 xact.xact_start AS xact_start,
172 xact.xact_finish AS xact_finish,
174 credit.last_payment_ts,
175 credit.last_payment_note,
176 credit.last_payment_type,
178 debit.last_billing_ts,
179 debit.last_billing_note,
180 debit.last_billing_type,
181 COALESCE(debit.total_owed,0) - COALESCE(credit.total_paid,0) AS balance_owed,
182 p.relname AS xact_type
183 FROM money.billable_xact xact
184 JOIN pg_class p ON (xact.tableoid = p.oid)
185 LEFT JOIN money.transaction_billing_with_void_summary debit ON (xact.id = debit.xact)
186 LEFT JOIN money.transaction_payment_with_void_summary credit ON (xact.id = credit.xact);
189 CREATE OR REPLACE VIEW money.billable_xact_with_void_summary AS
190 SELECT xact.id AS id,
192 xact.xact_start AS xact_start,
193 xact.xact_finish AS xact_finish,
194 SUM(credit.amount) AS total_paid,
195 MAX(credit.payment_ts) AS last_payment_ts,
196 LAST(credit.note) AS last_payment_note,
197 LAST(credit.payment_type) AS last_payment_type,
198 SUM(debit.amount) AS total_owed,
199 MAX(debit.billing_ts) AS last_billing_ts,
200 LAST(debit.note) AS last_billing_note,
201 LAST(debit.billing_type) AS last_billing_type,
202 COALESCE(SUM(debit.amount),0) - COALESCE(SUM(credit.amount),0) AS balance_owed,
203 p.relname AS xact_type
204 FROM money.billable_xact xact
205 JOIN pg_class p ON (xact.tableoid = p.oid)
206 LEFT JOIN money.billing debit ON (xact.id = debit.xact)
207 LEFT JOIN money.payment_view credit ON (xact.id = credit.xact)
209 ORDER BY MAX(debit.billing_ts), MAX(credit.payment_ts);
211 /* Replacing with the version below
212 CREATE OR REPLACE VIEW money.billable_xact_summary AS
213 SELECT xact.id AS id,
215 xact.xact_start AS xact_start,
216 xact.xact_finish AS xact_finish,
218 credit.last_payment_ts,
219 credit.last_payment_note,
220 credit.last_payment_type,
222 debit.last_billing_ts,
223 debit.last_billing_note,
224 debit.last_billing_type,
225 COALESCE(debit.total_owed,0) - COALESCE(credit.total_paid,0) AS balance_owed,
226 p.relname AS xact_type
227 FROM money.billable_xact xact
228 JOIN pg_class p ON (xact.tableoid = p.oid)
229 LEFT JOIN money.transaction_billing_summary debit ON (xact.id = debit.xact)
230 LEFT JOIN money.transaction_payment_summary credit ON (xact.id = credit.xact);
232 CREATE OR REPLACE VIEW money.billable_xact_summary AS
233 SELECT xact.id AS id,
235 xact.xact_start AS xact_start,
236 xact.xact_finish AS xact_finish,
237 SUM(credit.amount) AS total_paid,
238 MAX(credit.payment_ts) AS last_payment_ts,
239 LAST(credit.note) AS last_payment_note,
240 LAST(credit.payment_type) AS last_payment_type,
241 SUM(debit.amount) AS total_owed,
242 MAX(debit.billing_ts) AS last_billing_ts,
243 LAST(debit.note) AS last_billing_note,
244 LAST(debit.billing_type) AS last_billing_type,
245 COALESCE(SUM(debit.amount),0) - COALESCE(SUM(credit.amount),0) AS balance_owed,
246 p.relname AS xact_type
247 FROM money.billable_xact xact
248 JOIN pg_class p ON (xact.tableoid = p.oid)
249 LEFT JOIN money.billing debit ON (xact.id = debit.xact AND debit.voided IS FALSE)
250 LEFT JOIN money.payment_view credit ON (xact.id = credit.xact AND credit.voided IS FALSE)
252 ORDER BY MAX(debit.billing_ts), MAX(credit.payment_ts);
255 CREATE OR REPLACE VIEW money.billable_xact_summary AS
260 credit.amount AS total_paid,
261 credit.payment_ts AS last_payment_ts,
262 credit.note AS last_payment_note,
263 credit.payment_type AS last_payment_type,
264 debit.amount AS total_owed,
265 debit.billing_ts AS last_billing_ts,
266 debit.note AS last_billing_note,
267 debit.billing_type AS last_billing_type,
268 COALESCE(debit.amount, 0::numeric) - COALESCE(credit.amount, 0::numeric) AS balance_owed,
269 p.relname AS xact_type
270 FROM money.billable_xact xact
271 JOIN pg_class p ON xact.tableoid = p.oid
274 sum(billing.amount) AS amount,
275 max(billing.billing_ts) AS billing_ts,
276 last(billing.note) AS note,
277 last(billing.billing_type) AS billing_type
279 WHERE billing.voided IS FALSE
280 GROUP BY billing.xact
281 ) debit ON xact.id = debit.xact
283 SELECT payment_view.xact,
284 sum(payment_view.amount) AS amount,
285 max(payment_view.payment_ts) AS payment_ts,
286 last(payment_view.note) AS note,
287 last(payment_view.payment_type) AS payment_type
288 FROM money.payment_view
289 WHERE payment_view.voided IS FALSE
290 GROUP BY payment_view.xact
291 ) credit ON xact.id = credit.xact
292 ORDER BY debit.billing_ts, credit.payment_ts;
294 CREATE OR REPLACE VIEW money.usr_summary AS
296 SUM(total_paid) AS total_paid,
297 SUM(total_owed) AS total_owed,
298 SUM(balance_owed) AS balance_owed
299 FROM money.billable_xact_summary
302 CREATE OR REPLACE VIEW money.usr_circulation_summary AS
304 SUM(total_paid) AS total_paid,
305 SUM(total_owed) AS total_owed,
306 SUM(balance_owed) AS balance_owed
307 FROM money.billable_xact_summary
308 WHERE xact_type = 'circulation'
311 CREATE TABLE money.bnm_payment (
312 amount_collected NUMERIC(6,2) NOT NULL,
313 accepting_usr INT NOT NULL
314 ) INHERITS (money.payment);
315 ALTER TABLE money.bnm_payment ADD PRIMARY KEY (id);
317 CREATE TABLE money.forgive_payment () INHERITS (money.bnm_payment);
318 ALTER TABLE money.forgive_payment ADD PRIMARY KEY (id);
319 CREATE INDEX money_forgive_id_idx ON money.forgive_payment (id);
320 CREATE INDEX money_forgive_payment_xact_idx ON money.forgive_payment (xact);
321 CREATE INDEX money_forgive_payment_payment_ts_idx ON money.forgive_payment (payment_ts);
322 CREATE INDEX money_forgive_payment_accepting_usr_idx ON money.forgive_payment (accepting_usr);
324 CREATE TABLE money.work_payment () INHERITS (money.bnm_payment);
325 ALTER TABLE money.work_payment ADD PRIMARY KEY (id);
326 CREATE INDEX money_work_id_idx ON money.work_payment (id);
327 CREATE INDEX money_work_payment_xact_idx ON money.work_payment (xact);
328 CREATE INDEX money_work_payment_payment_ts_idx ON money.work_payment (payment_ts);
329 CREATE INDEX money_work_payment_accepting_usr_idx ON money.work_payment (accepting_usr);
331 CREATE TABLE money.credit_payment () INHERITS (money.bnm_payment);
332 ALTER TABLE money.credit_payment ADD PRIMARY KEY (id);
333 CREATE INDEX money_credit_id_idx ON money.credit_payment (id);
334 CREATE INDEX money_credit_payment_xact_idx ON money.credit_payment (xact);
335 CREATE INDEX money_credit_payment_payment_ts_idx ON money.credit_payment (payment_ts);
336 CREATE INDEX money_credit_payment_accepting_usr_idx ON money.credit_payment (accepting_usr);
338 CREATE TABLE money.goods_payment () INHERITS (money.bnm_payment);
339 ALTER TABLE money.goods_payment ADD PRIMARY KEY (id);
340 CREATE INDEX money_goods_id_idx ON money.goods_payment (id);
341 CREATE INDEX money_goods_payment_xact_idx ON money.goods_payment (xact);
342 CREATE INDEX money_goods_payment_payment_ts_idx ON money.goods_payment (payment_ts);
343 CREATE INDEX money_goods_payment_accepting_usr_idx ON money.goods_payment (accepting_usr);
345 CREATE TABLE money.bnm_desk_payment (
346 cash_drawer INT REFERENCES actor.workstation (id) DEFERRABLE INITIALLY DEFERRED
347 ) INHERITS (money.bnm_payment);
348 ALTER TABLE money.bnm_desk_payment ADD PRIMARY KEY (id);
350 CREATE OR REPLACE VIEW money.desk_payment_view AS
351 SELECT p.*,c.relname AS payment_type
352 FROM money.bnm_desk_payment p
353 JOIN pg_class c ON (p.tableoid = c.oid);
355 CREATE OR REPLACE VIEW money.bnm_payment_view AS
356 SELECT p.*,c.relname AS payment_type
357 FROM money.bnm_payment p
358 JOIN pg_class c ON (p.tableoid = c.oid);
360 CREATE TABLE money.cash_payment () INHERITS (money.bnm_desk_payment);
361 ALTER TABLE money.cash_payment ADD PRIMARY KEY (id);
362 CREATE INDEX money_cash_id_idx ON money.cash_payment (id);
363 CREATE INDEX money_cash_payment_xact_idx ON money.cash_payment (xact);
364 CREATE INDEX money_cash_payment_ts_idx ON money.cash_payment (payment_ts);
365 CREATE INDEX money_cash_payment_accepting_usr_idx ON money.cash_payment (accepting_usr);
366 CREATE INDEX money_cash_payment_cash_drawer_idx ON money.cash_payment (cash_drawer);
368 CREATE TABLE money.check_payment (
369 check_number TEXT NOT NULL
370 ) INHERITS (money.bnm_desk_payment);
371 ALTER TABLE money.check_payment ADD PRIMARY KEY (id);
372 CREATE INDEX money_check_payment_xact_idx ON money.check_payment (xact);
373 CREATE INDEX money_check_id_idx ON money.check_payment (id);
374 CREATE INDEX money_check_payment_ts_idx ON money.check_payment (payment_ts);
375 CREATE INDEX money_check_payment_accepting_usr_idx ON money.check_payment (accepting_usr);
376 CREATE INDEX money_check_payment_cash_drawer_idx ON money.check_payment (cash_drawer);
378 CREATE TABLE money.credit_card_payment (
384 ) INHERITS (money.bnm_desk_payment);
385 ALTER TABLE money.credit_card_payment ADD PRIMARY KEY (id);
386 CREATE INDEX money_credit_card_payment_xact_idx ON money.credit_card_payment (xact);
387 CREATE INDEX money_credit_card_id_idx ON money.credit_card_payment (id);
388 CREATE INDEX money_credit_card_payment_ts_idx ON money.credit_card_payment (payment_ts);
389 CREATE INDEX money_credit_card_payment_accepting_usr_idx ON money.credit_card_payment (accepting_usr);
390 CREATE INDEX money_credit_card_payment_cash_drawer_idx ON money.credit_card_payment (cash_drawer);
392 CREATE OR REPLACE VIEW money.non_drawer_payment_view AS
393 SELECT p.*, c.relname AS payment_type
394 FROM money.bnm_payment p
395 JOIN pg_class c ON p.tableoid = c.oid
396 WHERE c.relname NOT IN ('cash_payment','check_payment','credit_card_payment');
398 CREATE OR REPLACE VIEW money.cashdrawer_payment_view AS
399 SELECT ou.id AS org_unit,
401 t.payment_type AS payment_type,
402 p.payment_ts AS payment_ts,
406 FROM actor.org_unit ou
407 JOIN actor.workstation ws ON (ou.id = ws.owning_lib)
408 LEFT JOIN money.bnm_desk_payment p ON (ws.id = p.cash_drawer)
409 LEFT JOIN money.payment_view t ON (p.id = t.id);