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,
61 CREATE INDEX m_b_xact_idx ON money.billing (xact);
62 CREATE INDEX m_b_time_idx ON money.billing (billing_ts);
64 CREATE TABLE money.payment (
65 id BIGSERIAL PRIMARY KEY,
66 xact BIGINT NOT NULL, -- money.billable_xact.id
67 payment_ts TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
68 voided BOOL NOT NULL DEFAULT FALSE,
69 amount NUMERIC(6,2) NOT NULL,
72 CREATE INDEX m_p_xact_idx ON money.payment (xact);
73 CREATE INDEX m_p_time_idx ON money.payment (payment_ts);
75 CREATE OR REPLACE VIEW money.payment_view AS
76 SELECT p.*,c.relname AS payment_type
78 JOIN pg_class c ON (p.tableoid = c.oid);
80 CREATE OR REPLACE VIEW money.transaction_billing_type_summary AS
82 billing_type AS last_billing_type,
83 LAST(note) AS last_billing_note,
84 MAX(billing_ts) AS last_billing_ts,
85 SUM(COALESCE(amount,0)) AS total_owed
88 GROUP BY xact,billing_type
89 ORDER BY MAX(billing_ts);
91 CREATE OR REPLACE VIEW money.transaction_billing_summary AS
93 LAST(billing_type) AS last_billing_type,
94 LAST(note) AS last_billing_note,
95 MAX(billing_ts) AS last_billing_ts,
96 SUM(COALESCE(amount,0)) AS total_owed
100 ORDER BY MAX(billing_ts);
102 CREATE OR REPLACE VIEW money.transaction_payment_summary AS
104 LAST(payment_type) AS last_payment_type,
105 LAST(note) AS last_payment_note,
106 MAX(payment_ts) as last_payment_ts,
107 SUM(COALESCE(amount,0)) AS total_paid
108 FROM money.payment_view
109 WHERE voided IS FALSE
111 ORDER BY MAX(payment_ts);
113 CREATE OR REPLACE VIEW money.transaction_billing_with_void_summary AS
115 LAST(billing_type) AS last_billing_type,
116 LAST(note) AS last_billing_note,
117 MAX(billing_ts) AS last_billing_ts,
118 SUM(CASE WHEN voided THEN 0 ELSE COALESCE(amount,0) END) AS total_owed
121 ORDER BY MAX(billing_ts);
123 CREATE OR REPLACE VIEW money.transaction_payment_with_void_summary AS
125 LAST(payment_type) AS last_payment_type,
126 LAST(note) AS last_payment_note,
127 MAX(payment_ts) as last_payment_ts,
128 SUM(CASE WHEN voided THEN 0 ELSE COALESCE(amount,0) END) AS total_paid
129 FROM money.payment_view
131 ORDER BY MAX(payment_ts);
133 CREATE OR REPLACE VIEW money.open_transaction_billing_type_summary AS
135 billing_type AS last_billing_type,
136 LAST(note) AS last_billing_note,
137 MAX(billing_ts) AS last_billing_ts,
138 SUM(COALESCE(amount,0)) AS total_owed
140 WHERE voided IS FALSE
141 GROUP BY xact,billing_type
142 ORDER BY MAX(billing_ts);
144 CREATE OR REPLACE VIEW money.open_transaction_billing_summary AS
146 LAST(billing_type) AS last_billing_type,
147 LAST(note) AS last_billing_note,
148 MAX(billing_ts) AS last_billing_ts,
149 SUM(COALESCE(amount,0)) AS total_owed
151 WHERE voided IS FALSE
153 ORDER BY MAX(billing_ts);
155 CREATE OR REPLACE VIEW money.open_transaction_payment_summary AS
157 LAST(payment_type) AS last_payment_type,
158 LAST(note) AS last_payment_note,
159 MAX(payment_ts) as last_payment_ts,
160 SUM(COALESCE(amount,0)) AS total_paid
161 FROM money.payment_view
162 WHERE voided IS FALSE
164 ORDER BY MAX(payment_ts);
166 /* Replacing with the one below.
167 CREATE OR REPLACE VIEW money.billable_xact_with_void_summary AS
168 SELECT xact.id AS id,
170 xact.xact_start AS xact_start,
171 xact.xact_finish AS xact_finish,
173 credit.last_payment_ts,
174 credit.last_payment_note,
175 credit.last_payment_type,
177 debit.last_billing_ts,
178 debit.last_billing_note,
179 debit.last_billing_type,
180 COALESCE(debit.total_owed,0) - COALESCE(credit.total_paid,0) AS balance_owed,
181 p.relname AS xact_type
182 FROM money.billable_xact xact
183 JOIN pg_class p ON (xact.tableoid = p.oid)
184 LEFT JOIN money.transaction_billing_with_void_summary debit ON (xact.id = debit.xact)
185 LEFT JOIN money.transaction_payment_with_void_summary credit ON (xact.id = credit.xact);
188 CREATE OR REPLACE VIEW money.billable_xact_with_void_summary AS
189 SELECT xact.id AS id,
191 xact.xact_start AS xact_start,
192 xact.xact_finish AS xact_finish,
193 SUM(credit.amount) AS total_paid,
194 MAX(credit.payment_ts) AS last_payment_ts,
195 LAST(credit.note) AS last_payment_note,
196 LAST(credit.payment_type) AS last_payment_type,
197 SUM(debit.amount) AS total_owed,
198 MAX(debit.billing_ts) AS last_billing_ts,
199 LAST(debit.note) AS last_billing_note,
200 LAST(debit.billing_type) AS last_billing_type,
201 COALESCE(SUM(debit.amount),0) - COALESCE(SUM(credit.amount),0) AS balance_owed,
202 p.relname AS xact_type
203 FROM money.billable_xact xact
204 JOIN pg_class p ON (xact.tableoid = p.oid)
205 LEFT JOIN money.billing debit ON (xact.id = debit.xact)
206 LEFT JOIN money.payment_view credit ON (xact.id = credit.xact)
208 ORDER BY MAX(debit.billing_ts), MAX(credit.payment_ts);
210 /* Replacing with the version below
211 CREATE OR REPLACE VIEW money.billable_xact_summary AS
212 SELECT xact.id AS id,
214 xact.xact_start AS xact_start,
215 xact.xact_finish AS xact_finish,
217 credit.last_payment_ts,
218 credit.last_payment_note,
219 credit.last_payment_type,
221 debit.last_billing_ts,
222 debit.last_billing_note,
223 debit.last_billing_type,
224 COALESCE(debit.total_owed,0) - COALESCE(credit.total_paid,0) AS balance_owed,
225 p.relname AS xact_type
226 FROM money.billable_xact xact
227 JOIN pg_class p ON (xact.tableoid = p.oid)
228 LEFT JOIN money.transaction_billing_summary debit ON (xact.id = debit.xact)
229 LEFT JOIN money.transaction_payment_summary credit ON (xact.id = credit.xact);
231 CREATE OR REPLACE VIEW money.billable_xact_summary AS
232 SELECT xact.id AS id,
234 xact.xact_start AS xact_start,
235 xact.xact_finish AS xact_finish,
236 SUM(credit.amount) AS total_paid,
237 MAX(credit.payment_ts) AS last_payment_ts,
238 LAST(credit.note) AS last_payment_note,
239 LAST(credit.payment_type) AS last_payment_type,
240 SUM(debit.amount) AS total_owed,
241 MAX(debit.billing_ts) AS last_billing_ts,
242 LAST(debit.note) AS last_billing_note,
243 LAST(debit.billing_type) AS last_billing_type,
244 COALESCE(SUM(debit.amount),0) - COALESCE(SUM(credit.amount),0) AS balance_owed,
245 p.relname AS xact_type
246 FROM money.billable_xact xact
247 JOIN pg_class p ON (xact.tableoid = p.oid)
248 LEFT JOIN money.billing debit ON (xact.id = debit.xact AND debit.voided IS FALSE)
249 LEFT JOIN money.payment_view credit ON (xact.id = credit.xact AND credit.voided IS FALSE)
251 ORDER BY MAX(debit.billing_ts), MAX(credit.payment_ts);
254 CREATE OR REPLACE VIEW money.billable_xact_summary AS
259 credit.amount AS total_paid,
260 credit.payment_ts AS last_payment_ts,
261 credit.note AS last_payment_note,
262 credit.payment_type AS last_payment_type,
263 debit.amount AS total_owed,
264 debit.billing_ts AS last_billing_ts,
265 debit.note AS last_billing_note,
266 debit.billing_type AS last_billing_type,
267 COALESCE(debit.amount, 0::numeric) - COALESCE(credit.amount, 0::numeric) AS balance_owed,
268 p.relname AS xact_type
269 FROM money.billable_xact xact
270 JOIN pg_class p ON xact.tableoid = p.oid
273 sum(billing.amount) AS amount,
274 max(billing.billing_ts) AS billing_ts,
275 last(billing.note) AS note,
276 last(billing.billing_type) AS billing_type
278 WHERE billing.voided IS FALSE
279 GROUP BY billing.xact
280 ) debit ON xact.id = debit.xact
282 SELECT payment_view.xact,
283 sum(payment_view.amount) AS amount,
284 max(payment_view.payment_ts) AS payment_ts,
285 last(payment_view.note) AS note,
286 last(payment_view.payment_type) AS payment_type
287 FROM money.payment_view
288 WHERE payment_view.voided IS FALSE
289 GROUP BY payment_view.xact
290 ) credit ON xact.id = credit.xact
291 ORDER BY debit.billing_ts, credit.payment_ts;
293 CREATE OR REPLACE VIEW money.usr_summary AS
295 SUM(total_paid) AS total_paid,
296 SUM(total_owed) AS total_owed,
297 SUM(balance_owed) AS balance_owed
298 FROM money.billable_xact_summary
301 CREATE OR REPLACE VIEW money.usr_circulation_summary AS
303 SUM(total_paid) AS total_paid,
304 SUM(total_owed) AS total_owed,
305 SUM(balance_owed) AS balance_owed
306 FROM money.billable_xact_summary
307 WHERE xact_type = 'circulation'
310 CREATE TABLE money.bnm_payment (
311 amount_collected NUMERIC(6,2) NOT NULL,
312 accepting_usr INT NOT NULL
313 ) INHERITS (money.payment);
314 ALTER TABLE money.bnm_payment ADD PRIMARY KEY (id);
316 CREATE TABLE money.forgive_payment () INHERITS (money.bnm_payment);
317 ALTER TABLE money.forgive_payment ADD PRIMARY KEY (id);
318 CREATE INDEX money_forgive_id_idx ON money.forgive_payment (id);
319 CREATE INDEX money_forgive_payment_xact_idx ON money.forgive_payment (xact);
320 CREATE INDEX money_forgive_payment_payment_ts_idx ON money.forgive_payment (payment_ts);
321 CREATE INDEX money_forgive_payment_accepting_usr_idx ON money.forgive_payment (accepting_usr);
323 CREATE TABLE money.work_payment () INHERITS (money.bnm_payment);
324 ALTER TABLE money.work_payment ADD PRIMARY KEY (id);
325 CREATE INDEX money_work_id_idx ON money.work_payment (id);
326 CREATE INDEX money_work_payment_xact_idx ON money.work_payment (xact);
327 CREATE INDEX money_work_payment_payment_ts_idx ON money.work_payment (payment_ts);
328 CREATE INDEX money_work_payment_accepting_usr_idx ON money.work_payment (accepting_usr);
330 CREATE TABLE money.credit_payment () INHERITS (money.bnm_payment);
331 ALTER TABLE money.credit_payment ADD PRIMARY KEY (id);
332 CREATE INDEX money_credit_id_idx ON money.credit_payment (id);
333 CREATE INDEX money_credit_payment_xact_idx ON money.credit_payment (xact);
334 CREATE INDEX money_credit_payment_payment_ts_idx ON money.credit_payment (payment_ts);
335 CREATE INDEX money_credit_payment_accepting_usr_idx ON money.credit_payment (accepting_usr);
337 CREATE TABLE money.goods_payment () INHERITS (money.bnm_payment);
338 ALTER TABLE money.goods_payment ADD PRIMARY KEY (id);
339 CREATE INDEX money_goods_id_idx ON money.goods_payment (id);
340 CREATE INDEX money_goods_payment_xact_idx ON money.goods_payment (xact);
341 CREATE INDEX money_goods_payment_payment_ts_idx ON money.goods_payment (payment_ts);
342 CREATE INDEX money_goods_payment_accepting_usr_idx ON money.goods_payment (accepting_usr);
344 CREATE TABLE money.bnm_desk_payment (
345 cash_drawer INT REFERENCES actor.workstation (id) DEFERRABLE INITIALLY DEFERRED
346 ) INHERITS (money.bnm_payment);
347 ALTER TABLE money.bnm_desk_payment ADD PRIMARY KEY (id);
349 CREATE OR REPLACE VIEW money.desk_payment_view AS
350 SELECT p.*,c.relname AS payment_type
351 FROM money.bnm_desk_payment p
352 JOIN pg_class c ON (p.tableoid = c.oid);
354 CREATE OR REPLACE VIEW money.bnm_payment_view AS
355 SELECT p.*,c.relname AS payment_type
356 FROM money.bnm_payment p
357 JOIN pg_class c ON (p.tableoid = c.oid);
359 CREATE TABLE money.cash_payment () INHERITS (money.bnm_desk_payment);
360 ALTER TABLE money.cash_payment ADD PRIMARY KEY (id);
361 CREATE INDEX money_cash_id_idx ON money.cash_payment (id);
362 CREATE INDEX money_cash_payment_xact_idx ON money.cash_payment (xact);
363 CREATE INDEX money_cash_payment_ts_idx ON money.cash_payment (payment_ts);
364 CREATE INDEX money_cash_payment_accepting_usr_idx ON money.cash_payment (accepting_usr);
365 CREATE INDEX money_cash_payment_cash_drawer_idx ON money.cash_payment (cash_drawer);
367 CREATE TABLE money.check_payment (
368 check_number TEXT NOT NULL
369 ) INHERITS (money.bnm_desk_payment);
370 ALTER TABLE money.check_payment ADD PRIMARY KEY (id);
371 CREATE INDEX money_check_payment_xact_idx ON money.check_payment (xact);
372 CREATE INDEX money_check_id_idx ON money.check_payment (id);
373 CREATE INDEX money_check_payment_ts_idx ON money.check_payment (payment_ts);
374 CREATE INDEX money_check_payment_accepting_usr_idx ON money.check_payment (accepting_usr);
375 CREATE INDEX money_check_payment_cash_drawer_idx ON money.check_payment (cash_drawer);
377 CREATE TABLE money.credit_card_payment (
378 cc_type TEXT NOT NULL,
379 cc_number TEXT NOT NULL,
380 expire_month INT NOT NULL,
381 expire_year INT NOT NULL,
382 approval_code TEXT NOT NULL
383 ) INHERITS (money.bnm_desk_payment);
384 ALTER TABLE money.credit_card_payment ADD PRIMARY KEY (id);
385 CREATE INDEX money_credit_card_payment_xact_idx ON money.credit_card_payment (xact);
386 CREATE INDEX money_credit_card_id_idx ON money.credit_card_payment (id);
387 CREATE INDEX money_credit_card_payment_ts_idx ON money.credit_card_payment (payment_ts);
388 CREATE INDEX money_credit_card_payment_accepting_usr_idx ON money.credit_card_payment (accepting_usr);
389 CREATE INDEX money_credit_card_payment_cash_drawer_idx ON money.credit_card_payment (cash_drawer);
391 CREATE OR REPLACE VIEW money.non_drawer_payment_view AS
392 SELECT p.*, c.relname AS payment_type
393 FROM money.bnm_payment p
394 JOIN pg_class c ON p.tableoid = c.oid
395 WHERE c.relname NOT IN ('cash_payment','check_payment','credit_card_payment');
397 CREATE OR REPLACE VIEW money.cashdrawer_payment_view AS
398 SELECT ou.id AS org_unit,
400 t.payment_type AS payment_type,
401 p.payment_ts AS payment_ts,
405 FROM actor.org_unit ou
406 JOIN actor.workstation ws ON (ou.id = ws.owning_lib)
407 LEFT JOIN money.bnm_desk_payment p ON (ws.id = p.cash_drawer)
408 LEFT JOIN money.payment_view t ON (p.id = t.id);