3 -- NOTE: current config.item_type should get sip2_media_type and magnetic_media columns
5 -- New table needed to handle circ modifiers inside the DB. Will still require
6 -- central admin. The circ_modifier column on asset.copy will become an fkey to this table.
7 CREATE TABLE config.circ_modifier (
9 name TEXT UNIQUE NOT NULL,
10 description TEXT NOT NULL,
11 sip2_media_type TEXT NOT NULL,
12 magnetic_media BOOL NOT NULL DEFAULT TRUE,
13 avg_wait_time INTERVAL
18 INSERT INTO config.circ_modifier VALUES ( 'DVD', 'DVD', 'um ... DVDs', '001', FALSE );
19 INSERT INTO config.circ_modifier VALUES ( 'VIDEO', 'VIDEO', 'Tapes', '001', TRUE );
20 INSERT INTO config.circ_modifier VALUES ( 'BOOK', 'BOOK', 'Dead tree', '001', FALSE );
21 INSERT INTO config.circ_modifier VALUES ( 'CRAZY_ARL-ATH_SETTING', 'R2R_TAPE', 'reel2reel tape', '007', TRUE );
24 -- But, just to get us started, use this
27 UPDATE asset.copy SET circ_modifier = UPPER(circ_modifier) WHERE circ_modifier IS NOT NULL AND circ_modifier <> '';
28 UPDATE asset.copy SET circ_modifier = NULL WHERE circ_modifier = '';
30 INSERT INTO config.circ_modifier (code, name, description, sip2_media_type )
37 WHERE circ_modifier IS NOT NULL;
41 -- add an fkey pointing to the new circ mod table
42 ALTER TABLE asset.copy ADD CONSTRAINT circ_mod_fkey FOREIGN KEY (circ_modifier) REFERENCES config.circ_modifier (code) ON UPDATE CASCADE ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED;
46 ** Here we define the tables that make up the circ matrix. Conceptually, this implements
47 ** the "sparse matrix" that everyone talks about, instead of using traditional rules logic.
48 ** Physically, we cut the matrix up into separate tables (almost 3rd normal form!) that handle
49 ** different portions of the matrix. This wil simplify creation of the UI (I hope), and help the
50 ** developers focus on specific parts of the matrix.
53 CREATE TABLE config.circ_matrix_matchpoint (
54 id SERIAL PRIMARY KEY,
55 active BOOL NOT NULL DEFAULT TRUE,
57 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top OU for the matchpoint applicability range; we can use org_unit_prox to choose the "best"
58 grp INT NOT NULL REFERENCES permission.grp_tree (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top applicable group from the group tree; will need descendents and prox functions for filtering
59 circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
64 copy_circ_lib INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
65 copy_owning_lib INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
66 user_home_ou INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
70 usr_age_lower_bound INTERVAL,
71 usr_age_upper_bound INTERVAL,
74 circulate BOOL, -- Hard "can't circ" flag requiring an override
75 duration_rule INT REFERENCES config.rule_circ_duration (id) DEFERRABLE INITIALLY DEFERRED,
76 recurring_fine_rule INT REFERENCES config.rule_recurring_fine (id) DEFERRABLE INITIALLY DEFERRED,
77 max_fine_rule INT REFERENCES config.rule_max_fine (id) DEFERRABLE INITIALLY DEFERRED,
78 hard_due_date INT REFERENCES config.hard_due_date (id) DEFERRABLE INITIALLY DEFERRED,
79 renewals INT, -- Renewal count override
80 grace_period INTERVAL, -- Grace period override
81 script_test TEXT, -- javascript source
82 total_copy_hold_ratio FLOAT,
83 available_copy_hold_ratio FLOAT
86 -- Nulls don't count for a constraint match, so we have to coalesce them into something that does.
87 CREATE UNIQUE INDEX ccmm_once_per_paramset ON config.circ_matrix_matchpoint (org_unit, grp, COALESCE(circ_modifier, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level,''), COALESCE(marc_vr_format, ''), COALESCE(copy_circ_lib::TEXT, ''), COALESCE(copy_owning_lib::TEXT, ''), COALESCE(user_home_ou::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(is_renewal::TEXT, ''), COALESCE(usr_age_lower_bound::TEXT, ''), COALESCE(usr_age_upper_bound::TEXT, ''), COALESCE(item_age::TEXT, '')) WHERE active;
89 -- Limit groups for circ counting
90 CREATE TABLE config.circ_limit_group (
91 id SERIAL PRIMARY KEY,
92 name TEXT UNIQUE NOT NULL,
97 CREATE TABLE config.circ_limit_set (
98 id SERIAL PRIMARY KEY,
99 name TEXT UNIQUE NOT NULL,
100 owning_lib INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
101 items_out INT NOT NULL, -- Total current active circulations must be less than this. 0 means skip counting (always pass)
102 depth INT NOT NULL DEFAULT 0, -- Depth count starts at
103 global BOOL NOT NULL DEFAULT FALSE, -- If enabled, include everything below depth, otherwise ancestors/descendants only
107 -- Linkage between matchpoints and limit sets
108 CREATE TABLE config.circ_matrix_limit_set_map (
109 id SERIAL PRIMARY KEY,
110 matchpoint INT NOT NULL REFERENCES config.circ_matrix_matchpoint (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
111 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
112 fallthrough BOOL NOT NULL DEFAULT FALSE, -- If true fallthrough will grab this rule as it goes along
113 active BOOL NOT NULL DEFAULT TRUE,
114 CONSTRAINT circ_limit_set_once_per_matchpoint UNIQUE (matchpoint, limit_set)
117 -- Linkage between limit sets and circ mods
118 CREATE TABLE config.circ_limit_set_circ_mod_map (
119 id SERIAL PRIMARY KEY,
120 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
121 circ_mod TEXT NOT NULL REFERENCES config.circ_modifier (code) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
122 CONSTRAINT cm_once_per_set UNIQUE (limit_set, circ_mod)
125 -- Linkage between limit sets and limit groups
126 CREATE TABLE config.circ_limit_set_group_map (
127 id SERIAL PRIMARY KEY,
128 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
129 limit_group INT NOT NULL REFERENCES config.circ_limit_group (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
130 check_only BOOL NOT NULL DEFAULT FALSE, -- If true, don't accumulate this limit_group for storing with the circulation
131 CONSTRAINT clg_once_per_set UNIQUE (limit_set, limit_group)
134 -- Linkage between limit groups and circulations
135 CREATE TABLE action.circulation_limit_group_map (
136 circ BIGINT NOT NULL REFERENCES action.circulation (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
137 limit_group INT NOT NULL REFERENCES config.circ_limit_group (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
138 PRIMARY KEY (circ, limit_group)
141 -- Function for populating the circ/limit group mappings
142 CREATE OR REPLACE FUNCTION action.link_circ_limit_groups ( BIGINT, INT[] ) RETURNS VOID AS $func$
143 INSERT INTO action.circulation_limit_group_map(circ, limit_group) SELECT $1, id FROM config.circ_limit_group WHERE id IN (SELECT * FROM UNNEST($2));
146 CREATE TYPE action.found_circ_matrix_matchpoint AS ( success BOOL, matchpoint config.circ_matrix_matchpoint, buildrows INT[] );
148 CREATE OR REPLACE FUNCTION action.find_circ_matrix_matchpoint( context_ou INT, item_object asset.copy, user_object actor.usr, renewal BOOL ) RETURNS action.found_circ_matrix_matchpoint AS $func$
150 cn_object asset.call_number%ROWTYPE;
151 rec_descriptor metabib.rec_descriptor%ROWTYPE;
152 cur_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
153 matchpoint config.circ_matrix_matchpoint%ROWTYPE;
154 weights config.circ_matrix_weights%ROWTYPE;
156 my_item_age INTERVAL;
157 denominator NUMERIC(6,2);
159 result action.found_circ_matrix_matchpoint;
162 result.success = false;
165 SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number;
166 SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = cn_object.record;
168 -- Pre-generate this so we only calc it once
169 IF user_object.dob IS NOT NULL THEN
170 SELECT INTO user_age age(user_object.dob);
174 SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
176 -- Grab the closest set circ weight setting.
177 SELECT INTO weights cw.*
178 FROM config.weight_assoc wa
179 JOIN config.circ_matrix_weights cw ON (cw.id = wa.circ_weights)
180 JOIN actor.org_unit_ancestors_distance( context_ou ) d ON (wa.org_unit = d.id)
185 -- No weights? Bad admin! Defaults to handle that anyway.
186 IF weights.id IS NULL THEN
188 weights.org_unit := 10.0;
189 weights.circ_modifier := 5.0;
190 weights.marc_type := 4.0;
191 weights.marc_form := 3.0;
192 weights.marc_bib_level := 2.0;
193 weights.marc_vr_format := 2.0;
194 weights.copy_circ_lib := 8.0;
195 weights.copy_owning_lib := 8.0;
196 weights.user_home_ou := 8.0;
197 weights.ref_flag := 1.0;
198 weights.juvenile_flag := 6.0;
199 weights.is_renewal := 7.0;
200 weights.usr_age_lower_bound := 0.0;
201 weights.usr_age_upper_bound := 0.0;
202 weights.item_age := 0.0;
205 -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
206 -- If you break your org tree with funky parenting this may be wrong
207 -- Note: This CTE is duplicated in the find_hold_matrix_matchpoint function, and it may be a good idea to split it off to a function
208 -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
209 WITH all_distance(distance) AS (
210 SELECT depth AS distance FROM actor.org_unit_type
212 SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
214 SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
216 -- Loop over all the potential matchpoints
217 FOR cur_matchpoint IN
219 FROM config.circ_matrix_matchpoint m
220 /*LEFT*/ JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.grp = upgad.id
221 /*LEFT*/ JOIN actor.org_unit_ancestors_distance( context_ou ) ctoua ON m.org_unit = ctoua.id
222 LEFT JOIN actor.org_unit_ancestors_distance( cn_object.owning_lib ) cnoua ON m.copy_owning_lib = cnoua.id
223 LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.copy_circ_lib = iooua.id
224 LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
227 -- AND (m.grp IS NULL OR upgad.id IS NOT NULL) -- Optional Permission Group?
229 -- AND (m.org_unit IS NULL OR ctoua.id IS NOT NULL) -- Optional Org Unit?
230 AND (m.copy_owning_lib IS NULL OR cnoua.id IS NOT NULL)
231 AND (m.copy_circ_lib IS NULL OR iooua.id IS NOT NULL)
232 AND (m.user_home_ou IS NULL OR uhoua.id IS NOT NULL)
234 AND (m.is_renewal IS NULL OR m.is_renewal = renewal)
235 -- Static User Checks
236 AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
237 AND (m.usr_age_lower_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_lower_bound < user_age))
238 AND (m.usr_age_upper_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_upper_bound > user_age))
239 -- Static Item Checks
240 AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
241 AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
242 AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
243 AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
244 AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
245 AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
246 AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
249 CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.grp - (upgad.distance/denominator)) ELSE 0.0 END +
251 CASE WHEN ctoua.distance IS NOT NULL THEN 2^(2*weights.org_unit - (ctoua.distance/denominator)) ELSE 0.0 END +
252 CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.copy_owning_lib - (cnoua.distance/denominator)) ELSE 0.0 END +
253 CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.copy_circ_lib - (iooua.distance/denominator)) ELSE 0.0 END +
254 CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
255 -- Circ Type -- Note: 4^x is equiv to 2^(2*x)
256 CASE WHEN m.is_renewal IS NOT NULL THEN 4^weights.is_renewal ELSE 0.0 END +
257 -- Static User Checks
258 CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
259 CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 4^weights.usr_age_lower_bound ELSE 0.0 END +
260 CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 4^weights.usr_age_upper_bound ELSE 0.0 END +
261 -- Static Item Checks
262 CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
263 CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
264 CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
265 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
266 CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
267 -- Item age has a slight adjustment to weight based on value.
268 -- This should ensure that a shorter age limit comes first when all else is equal.
269 -- NOTE: This assumes that intervals will normally be in days.
270 CASE WHEN m.item_age IS NOT NULL THEN 4^weights.item_age - 1 + 86400/EXTRACT(EPOCH FROM m.item_age) ELSE 0.0 END DESC,
271 -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
272 -- This prevents "we changed the table order by updating a rule, and we started getting different results"
275 -- Record the full matching row list
276 row_list := row_list || cur_matchpoint.id;
278 -- No matchpoint yet?
279 IF matchpoint.id IS NULL THEN
280 -- Take the entire matchpoint as a starting point
281 matchpoint := cur_matchpoint;
282 CONTINUE; -- No need to look at this row any more.
285 -- Incomplete matchpoint?
286 IF matchpoint.circulate IS NULL THEN
287 matchpoint.circulate := cur_matchpoint.circulate;
289 IF matchpoint.duration_rule IS NULL THEN
290 matchpoint.duration_rule := cur_matchpoint.duration_rule;
292 IF matchpoint.recurring_fine_rule IS NULL THEN
293 matchpoint.recurring_fine_rule := cur_matchpoint.recurring_fine_rule;
295 IF matchpoint.max_fine_rule IS NULL THEN
296 matchpoint.max_fine_rule := cur_matchpoint.max_fine_rule;
298 IF matchpoint.hard_due_date IS NULL THEN
299 matchpoint.hard_due_date := cur_matchpoint.hard_due_date;
301 IF matchpoint.total_copy_hold_ratio IS NULL THEN
302 matchpoint.total_copy_hold_ratio := cur_matchpoint.total_copy_hold_ratio;
304 IF matchpoint.available_copy_hold_ratio IS NULL THEN
305 matchpoint.available_copy_hold_ratio := cur_matchpoint.available_copy_hold_ratio;
307 IF matchpoint.renewals IS NULL THEN
308 matchpoint.renewals := cur_matchpoint.renewals;
310 IF matchpoint.grace_period IS NULL THEN
311 matchpoint.grace_period := cur_matchpoint.grace_period;
315 -- Check required fields
316 IF matchpoint.circulate IS NOT NULL AND
317 matchpoint.duration_rule IS NOT NULL AND
318 matchpoint.recurring_fine_rule IS NOT NULL AND
319 matchpoint.max_fine_rule IS NOT NULL THEN
320 -- All there? We have a completed match.
321 result.success := true;
324 -- Include the assembled matchpoint, even if it isn't complete
325 result.matchpoint := matchpoint;
327 -- Include (for debugging) the full list of matching rows
328 result.buildrows := row_list;
330 -- Hand the result back to caller
333 $func$ LANGUAGE plpgsql;
335 -- Helper function - For manual calling, it can be easier to pass in IDs instead of objects
336 CREATE OR REPLACE FUNCTION action.find_circ_matrix_matchpoint( context_ou INT, match_item BIGINT, match_user INT, renewal BOOL ) RETURNS SETOF action.found_circ_matrix_matchpoint AS $func$
338 item_object asset.copy%ROWTYPE;
339 user_object actor.usr%ROWTYPE;
341 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
342 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
344 RETURN QUERY SELECT * FROM action.find_circ_matrix_matchpoint( context_ou, item_object, user_object, renewal );
346 $func$ LANGUAGE plpgsql;
348 CREATE TYPE action.hold_stats AS (
352 total_copy_ratio FLOAT,
353 available_copy_ratio FLOAT
356 CREATE OR REPLACE FUNCTION action.copy_related_hold_stats (copy_id INT) RETURNS action.hold_stats AS $func$
358 output action.hold_stats%ROWTYPE;
361 available_count INT := 0;
362 hold_map_data RECORD;
365 output.hold_count := 0;
366 output.copy_count := 0;
367 output.available_count := 0;
369 SELECT COUNT( DISTINCT m.hold ) INTO hold_count
370 FROM action.hold_copy_map m
371 JOIN action.hold_request h ON (m.hold = h.id)
372 WHERE m.target_copy = copy_id
375 output.hold_count := hold_count;
377 IF output.hold_count > 0 THEN
379 SELECT DISTINCT m.target_copy,
381 FROM action.hold_copy_map m
382 JOIN asset.copy acp ON (m.target_copy = acp.id)
383 JOIN action.hold_request h ON (m.hold = h.id)
384 WHERE m.hold IN ( SELECT DISTINCT hold FROM action.hold_copy_map WHERE target_copy = copy_id ) AND NOT h.frozen
386 output.copy_count := output.copy_count + 1;
387 IF hold_map_data.status IN (0,7,12) THEN
388 output.available_count := output.available_count + 1;
391 output.total_copy_ratio = output.copy_count::FLOAT / output.hold_count::FLOAT;
392 output.available_copy_ratio = output.available_count::FLOAT / output.hold_count::FLOAT;
399 $func$ LANGUAGE PLPGSQL;
401 CREATE TYPE action.circ_matrix_test_result AS ( success BOOL, fail_part TEXT, buildrows INT[], matchpoint INT, circulate BOOL, duration_rule INT, recurring_fine_rule INT, max_fine_rule INT, hard_due_date INT, renewals INT, grace_period INTERVAL, limit_groups INT[] );
402 CREATE OR REPLACE FUNCTION action.item_user_circ_test( circ_ou INT, match_item BIGINT, match_user INT, renewal BOOL ) RETURNS SETOF action.circ_matrix_test_result AS $func$
404 user_object actor.usr%ROWTYPE;
405 standing_penalty config.standing_penalty%ROWTYPE;
406 item_object asset.copy%ROWTYPE;
407 item_status_object config.copy_status%ROWTYPE;
408 item_location_object asset.copy_location%ROWTYPE;
409 result action.circ_matrix_test_result;
410 circ_test action.found_circ_matrix_matchpoint;
411 circ_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
412 circ_limit_set config.circ_limit_set%ROWTYPE;
413 hold_ratio action.hold_stats%ROWTYPE;
416 context_org_list INT[];
419 -- Assume success unless we hit a failure condition
420 result.success := TRUE;
422 -- Need user info to look up matchpoints
423 SELECT INTO user_object * FROM actor.usr WHERE id = match_user AND NOT deleted;
425 -- (Insta)Fail if we couldn't find the user
426 IF user_object.id IS NULL THEN
427 result.fail_part := 'no_user';
428 result.success := FALSE;
434 -- Need item info to look up matchpoints
435 SELECT INTO item_object * FROM asset.copy WHERE id = match_item AND NOT deleted;
437 -- (Insta)Fail if we couldn't find the item
438 IF item_object.id IS NULL THEN
439 result.fail_part := 'no_item';
440 result.success := FALSE;
446 SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, item_object, user_object, renewal);
448 circ_matchpoint := circ_test.matchpoint;
449 result.matchpoint := circ_matchpoint.id;
450 result.circulate := circ_matchpoint.circulate;
451 result.duration_rule := circ_matchpoint.duration_rule;
452 result.recurring_fine_rule := circ_matchpoint.recurring_fine_rule;
453 result.max_fine_rule := circ_matchpoint.max_fine_rule;
454 result.hard_due_date := circ_matchpoint.hard_due_date;
455 result.renewals := circ_matchpoint.renewals;
456 result.grace_period := circ_matchpoint.grace_period;
457 result.buildrows := circ_test.buildrows;
459 -- (Insta)Fail if we couldn't find a matchpoint
460 IF circ_test.success = false THEN
461 result.fail_part := 'no_matchpoint';
462 result.success := FALSE;
468 -- All failures before this point are non-recoverable
469 -- Below this point are possibly overridable failures
471 -- Fail if the user is barred
472 IF user_object.barred IS TRUE THEN
473 result.fail_part := 'actor.usr.barred';
474 result.success := FALSE;
479 -- Fail if the item can't circulate
480 IF item_object.circulate IS FALSE THEN
481 result.fail_part := 'asset.copy.circulate';
482 result.success := FALSE;
487 -- Fail if the item isn't in a circulateable status on a non-renewal
488 IF NOT renewal AND item_object.status NOT IN ( 0, 7, 8 ) THEN
489 result.fail_part := 'asset.copy.status';
490 result.success := FALSE;
493 -- Alternately, fail if the item isn't checked out on a renewal
494 ELSIF renewal AND item_object.status <> 1 THEN
495 result.fail_part := 'asset.copy.status';
496 result.success := FALSE;
501 -- Fail if the item can't circulate because of the shelving location
502 SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
503 IF item_location_object.circulate IS FALSE THEN
504 result.fail_part := 'asset.copy_location.circulate';
505 result.success := FALSE;
510 -- Use Circ OU for penalties and such
511 SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( circ_ou );
514 penalty_type = '%RENEW%';
516 penalty_type = '%CIRC%';
519 FOR standing_penalty IN
520 SELECT DISTINCT csp.*
521 FROM actor.usr_standing_penalty usp
522 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
523 WHERE usr = match_user
524 AND usp.org_unit IN ( SELECT * FROM unnest(context_org_list) )
525 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
526 AND csp.block_list LIKE penalty_type LOOP
528 result.fail_part := standing_penalty.name;
529 result.success := FALSE;
534 -- Fail if the test is set to hard non-circulating
535 IF circ_matchpoint.circulate IS FALSE THEN
536 result.fail_part := 'config.circ_matrix_test.circulate';
537 result.success := FALSE;
542 -- Fail if the total copy-hold ratio is too low
543 IF circ_matchpoint.total_copy_hold_ratio IS NOT NULL THEN
544 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
545 IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_matchpoint.total_copy_hold_ratio THEN
546 result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio';
547 result.success := FALSE;
553 -- Fail if the available copy-hold ratio is too low
554 IF circ_matchpoint.available_copy_hold_ratio IS NOT NULL THEN
555 IF hold_ratio.hold_count IS NULL THEN
556 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
558 IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_matchpoint.available_copy_hold_ratio THEN
559 result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio';
560 result.success := FALSE;
566 -- Fail if the user has too many items out by defined limit sets
567 FOR circ_limit_set IN SELECT ccls.* FROM config.circ_limit_set ccls
568 JOIN config.circ_matrix_limit_set_map ccmlsm ON ccmlsm.limit_set = ccls.id
569 WHERE ccmlsm.active AND ( ccmlsm.matchpoint = circ_matchpoint.id OR
570 ( ccmlsm.matchpoint IN (SELECT * FROM unnest(result.buildrows)) AND ccmlsm.fallthrough )
572 IF circ_limit_set.items_out > 0 AND NOT renewal THEN
573 SELECT INTO context_org_list ARRAY_AGG(aou.id)
574 FROM actor.org_unit_full_path( circ_ou ) aou
575 JOIN actor.org_unit_type aout ON aou.ou_type = aout.id
576 WHERE aout.depth >= circ_limit_set.depth;
577 IF circ_limit_set.global THEN
578 WITH RECURSIVE descendant_depth AS (
581 FROM actor.org_unit ou
582 WHERE ou.id IN (SELECT * FROM unnest(context_org_list))
586 FROM actor.org_unit ou
587 JOIN descendant_depth ot ON (ot.id = ou.parent_ou)
588 ) SELECT INTO context_org_list ARRAY_AGG(ou.id) FROM actor.org_unit ou JOIN descendant_depth USING (id);
590 SELECT INTO items_out COUNT(DISTINCT circ.id)
591 FROM action.circulation circ
592 JOIN asset.copy copy ON (copy.id = circ.target_copy)
593 LEFT JOIN action.circulation_limit_group_map aclgm ON (circ.id = aclgm.circ)
594 WHERE circ.usr = match_user
595 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
596 AND circ.checkin_time IS NULL
597 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL)
598 AND (copy.circ_modifier IN (SELECT circ_mod FROM config.circ_limit_set_circ_mod_map WHERE limit_set = circ_limit_set.id)
599 OR aclgm.limit_group IN (SELECT limit_group FROM config.circ_limit_set_group_map WHERE limit_set = circ_limit_set.id)
601 IF items_out >= circ_limit_set.items_out THEN
602 result.fail_part := 'config.circ_matrix_circ_mod_test';
603 result.success := FALSE;
608 SELECT INTO result.limit_groups result.limit_groups || ARRAY_AGG(limit_group) FROM config.circ_limit_set_group_map WHERE limit_set = circ_limit_set.id AND NOT check_only;
611 -- If we passed everything, return the successful matchpoint
618 $func$ LANGUAGE plpgsql;
620 CREATE OR REPLACE FUNCTION action.item_user_circ_test( INT, BIGINT, INT ) RETURNS SETOF action.circ_matrix_test_result AS $func$
621 SELECT * FROM action.item_user_circ_test( $1, $2, $3, FALSE );
624 CREATE OR REPLACE FUNCTION action.item_user_renew_test( INT, BIGINT, INT ) RETURNS SETOF action.circ_matrix_test_result AS $func$
625 SELECT * FROM action.item_user_circ_test( $1, $2, $3, TRUE );
629 CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
631 user_object actor.usr%ROWTYPE;
632 new_sp_row actor.usr_standing_penalty%ROWTYPE;
633 existing_sp_row actor.usr_standing_penalty%ROWTYPE;
634 collections_fines permission.grp_penalty_threshold%ROWTYPE;
635 max_fines permission.grp_penalty_threshold%ROWTYPE;
636 max_overdue permission.grp_penalty_threshold%ROWTYPE;
637 max_items_out permission.grp_penalty_threshold%ROWTYPE;
641 context_org_list INT[];
642 current_fines NUMERIC(8,2) := 0.0;
643 tmp_fines NUMERIC(8,2);
646 tmp_org actor.org_unit%ROWTYPE;
647 tmp_penalty config.standing_penalty%ROWTYPE;
650 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
653 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
655 -- Fail if the user has a high fine balance
657 tmp_grp := user_object.profile;
659 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 1 AND org_unit = tmp_org.id;
661 IF max_fines.threshold IS NULL THEN
662 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
667 IF tmp_grp IS NULL THEN
672 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
676 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
680 IF max_fines.threshold IS NOT NULL THEN
684 FROM actor.usr_standing_penalty
685 WHERE usr = match_user
686 AND org_unit = max_fines.org_unit
687 AND (stop_date IS NULL or stop_date > NOW())
688 AND standing_penalty = 1;
690 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( max_fines.org_unit );
692 SELECT SUM(f.balance_owed) INTO current_fines
693 FROM money.materialized_billable_xact_summary f
696 FROM booking.reservation r
697 WHERE r.usr = match_user
698 AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
699 AND xact_finish IS NULL
703 WHERE g.usr = match_user
704 AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
705 AND xact_finish IS NULL
708 FROM action.circulation circ
709 WHERE circ.usr = match_user
710 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
711 AND xact_finish IS NULL ) l USING (id);
713 IF current_fines >= max_fines.threshold THEN
714 new_sp_row.usr := match_user;
715 new_sp_row.org_unit := max_fines.org_unit;
716 new_sp_row.standing_penalty := 1;
717 RETURN NEXT new_sp_row;
721 -- Start over for max overdue
722 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
724 -- Fail if the user has too many overdue items
726 tmp_grp := user_object.profile;
729 SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 2 AND org_unit = tmp_org.id;
731 IF max_overdue.threshold IS NULL THEN
732 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
737 IF tmp_grp IS NULL THEN
742 IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
746 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
750 IF max_overdue.threshold IS NOT NULL THEN
754 FROM actor.usr_standing_penalty
755 WHERE usr = match_user
756 AND org_unit = max_overdue.org_unit
757 AND (stop_date IS NULL or stop_date > NOW())
758 AND standing_penalty = 2;
760 SELECT INTO items_overdue COUNT(*)
761 FROM action.circulation circ
762 JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
763 WHERE circ.usr = match_user
764 AND circ.checkin_time IS NULL
765 AND circ.due_date < NOW()
766 AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
768 IF items_overdue >= max_overdue.threshold::INT THEN
769 new_sp_row.usr := match_user;
770 new_sp_row.org_unit := max_overdue.org_unit;
771 new_sp_row.standing_penalty := 2;
772 RETURN NEXT new_sp_row;
776 -- Start over for max out
777 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
779 -- Fail if the user has too many checked out items
781 tmp_grp := user_object.profile;
783 SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 3 AND org_unit = tmp_org.id;
785 IF max_items_out.threshold IS NULL THEN
786 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
791 IF tmp_grp IS NULL THEN
796 IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
800 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
805 -- Fail if the user has too many items checked out
806 IF max_items_out.threshold IS NOT NULL THEN
810 FROM actor.usr_standing_penalty
811 WHERE usr = match_user
812 AND org_unit = max_items_out.org_unit
813 AND (stop_date IS NULL or stop_date > NOW())
814 AND standing_penalty = 3;
816 SELECT INTO items_out COUNT(*)
817 FROM action.circulation circ
818 JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
819 WHERE circ.usr = match_user
820 AND circ.checkin_time IS NULL
821 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL);
823 IF items_out >= max_items_out.threshold::INT THEN
824 new_sp_row.usr := match_user;
825 new_sp_row.org_unit := max_items_out.org_unit;
826 new_sp_row.standing_penalty := 3;
827 RETURN NEXT new_sp_row;
831 -- Start over for collections warning
832 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
834 -- Fail if the user has a collections-level fine balance
836 tmp_grp := user_object.profile;
838 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 4 AND org_unit = tmp_org.id;
840 IF max_fines.threshold IS NULL THEN
841 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
846 IF tmp_grp IS NULL THEN
851 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
855 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
859 IF max_fines.threshold IS NOT NULL THEN
863 FROM actor.usr_standing_penalty
864 WHERE usr = match_user
865 AND org_unit = max_fines.org_unit
866 AND (stop_date IS NULL or stop_date > NOW())
867 AND standing_penalty = 4;
869 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( max_fines.org_unit );
871 SELECT SUM(f.balance_owed) INTO current_fines
872 FROM money.materialized_billable_xact_summary f
875 FROM booking.reservation r
876 WHERE r.usr = match_user
877 AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
878 AND r.xact_finish IS NULL
882 WHERE g.usr = match_user
883 AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
884 AND g.xact_finish IS NULL
887 FROM action.circulation circ
888 WHERE circ.usr = match_user
889 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
890 AND circ.xact_finish IS NULL ) l USING (id);
892 IF current_fines >= max_fines.threshold THEN
893 new_sp_row.usr := match_user;
894 new_sp_row.org_unit := max_fines.org_unit;
895 new_sp_row.standing_penalty := 4;
896 RETURN NEXT new_sp_row;
900 -- Start over for in collections
901 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
903 -- Remove the in-collections penalty if the user has paid down enough
904 -- This penalty is different, because this code is not responsible for creating
905 -- new in-collections penalties, only for removing them
907 tmp_grp := user_object.profile;
909 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 30 AND org_unit = tmp_org.id;
911 IF max_fines.threshold IS NULL THEN
912 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
917 IF tmp_grp IS NULL THEN
922 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
926 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
930 IF max_fines.threshold IS NOT NULL THEN
932 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( max_fines.org_unit );
934 -- first, see if the user had paid down to the threshold
935 SELECT SUM(f.balance_owed) INTO current_fines
936 FROM money.materialized_billable_xact_summary f
939 FROM booking.reservation r
940 WHERE r.usr = match_user
941 AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
942 AND r.xact_finish IS NULL
946 WHERE g.usr = match_user
947 AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
948 AND g.xact_finish IS NULL
951 FROM action.circulation circ
952 WHERE circ.usr = match_user
953 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
954 AND circ.xact_finish IS NULL ) l USING (id);
956 IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
957 -- patron has paid down enough
959 SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = 30;
961 IF tmp_penalty.org_depth IS NOT NULL THEN
963 -- since this code is not responsible for applying the penalty, it can't
964 -- guarantee the current context org will match the org at which the penalty
965 --- was applied. search up the org tree until we hit the configured penalty depth
966 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
967 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
969 WHILE tmp_depth >= tmp_penalty.org_depth LOOP
973 FROM actor.usr_standing_penalty
974 WHERE usr = match_user
975 AND org_unit = tmp_org.id
976 AND (stop_date IS NULL or stop_date > NOW())
977 AND standing_penalty = 30;
979 IF tmp_org.parent_ou IS NULL THEN
983 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
984 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
989 -- no penalty depth is defined, look for exact matches
993 FROM actor.usr_standing_penalty
994 WHERE usr = match_user
995 AND org_unit = max_fines.org_unit
996 AND (stop_date IS NULL or stop_date > NOW())
997 AND standing_penalty = 30;
1006 $func$ LANGUAGE plpgsql;