3 -- If, for some reason, you need to reload this chunk of the schema
4 -- just use the following two statements to remove the tables before
5 -- running the rest of the file. See 950.data.seed-values.sql for
6 -- the one default entry to add back to config.hold_matrix_matchpoint.
8 DROP TABLE config.hold_matrix_matchpoint CASCADE;
9 DROP TABLE config.hold_matrix_test CASCADE;
17 -- ****** Which ruleset and tests to use *******
19 -- * Most specific range for org_unit and grp wins.
21 -- * circ_modifier match takes precidence over marc_type match, if circ_modifier is set here
23 -- * marc_type is first checked against the circ_as_type from the copy, then the item type from the marc record
25 -- * If neither circ_modifier nor marc_type is set (both are NULLABLE) then the entry defines the default
26 -- ruleset and tests for the OU + group (like BOOK in PINES)
31 CREATE TABLE config.hold_matrix_matchpoint (
32 id SERIAL PRIMARY KEY,
33 active BOOL NOT NULL DEFAULT TRUE,
34 user_home_ou INT 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"
35 request_ou INT 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"
36 pickup_ou INT 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"
37 item_owning_ou INT 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"
38 item_circ_ou INT 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"
39 usr_grp INT 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
40 requestor_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
41 circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
42 marc_type TEXT REFERENCES config.item_type_map (code) DEFERRABLE INITIALLY DEFERRED,
43 marc_form TEXT REFERENCES config.item_form_map (code) DEFERRABLE INITIALLY DEFERRED,
44 marc_vr_format TEXT REFERENCES config.videorecording_format_map (code) DEFERRABLE INITIALLY DEFERRED,
46 CONSTRAINT hous_once_per_grp_loc_mod_marc UNIQUE (user_home_ou, request_ou, pickup_ou, item_owning_ou, item_circ_ou, requestor_grp, usr_grp, circ_modifier, marc_type, marc_form, marc_vr_format)
49 -- Tests to determine if hold against a specific copy is possible for a user at (and from) a location
50 CREATE TABLE config.hold_matrix_test (
51 matchpoint INT PRIMARY KEY REFERENCES config.hold_matrix_matchpoint (id) DEFERRABLE INITIALLY DEFERRED,
52 holdable BOOL NOT NULL DEFAULT TRUE, -- Hard "can't hold" flag requiring an override
53 distance_is_from_owner BOOL NOT NULL DEFAULT FALSE, -- How to calculate transit_range. True means owning lib, false means copy circ lib
54 transit_range INT REFERENCES actor.org_unit_type (id) DEFERRABLE INITIALLY DEFERRED, -- Can circ inside range of cn.owner/cp.circ_lib at depth of the org_unit_type specified here
55 max_holds INT, -- Total hold requests must be less than this, NULL means skip (always pass)
56 include_frozen_holds BOOL NOT NULL DEFAULT TRUE, -- Include frozen hold requests in the count for max_holds test
57 stop_blocked_user BOOL NOT NULL DEFAULT FALSE, -- Stop users who cannot check out items from placing holds
58 age_hold_protect_rule INT REFERENCES config.rule_age_hold_protect (id) DEFERRABLE INITIALLY DEFERRED -- still not sure we want to move this off the copy
61 CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT ) RETURNS INT AS $func$
63 current_requestor_group permission.grp_tree%ROWTYPE;
64 root_ou actor.org_unit%ROWTYPE;
65 requestor_object actor.usr%ROWTYPE;
66 user_object actor.usr%ROWTYPE;
67 item_object asset.copy%ROWTYPE;
68 item_cn_object asset.call_number%ROWTYPE;
69 rec_descriptor metabib.rec_descriptor%ROWTYPE;
70 current_mp_weight FLOAT;
71 matchpoint_weight FLOAT;
73 current_mp config.hold_matrix_matchpoint%ROWTYPE;
74 matchpoint config.hold_matrix_matchpoint%ROWTYPE;
76 SELECT INTO root_ou * FROM actor.org_unit WHERE parent_ou IS NULL;
77 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
78 SELECT INTO requestor_object * FROM actor.usr WHERE id = match_requestor;
79 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
80 SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
81 SELECT INTO rec_descriptor r.* FROM metabib.rec_descriptor r WHERE r.record = item_cn_object.record;
82 SELECT INTO current_requestor_group * FROM permission.grp_tree WHERE id = requestor_object.profile;
85 -- for each potential matchpoint for this ou and group ...
88 FROM config.hold_matrix_matchpoint m
89 WHERE m.requestor_grp = current_requestor_group.id AND m.active
90 ORDER BY CASE WHEN m.circ_modifier IS NOT NULL THEN 16 ELSE 0 END +
91 CASE WHEN m.marc_type IS NOT NULL THEN 8 ELSE 0 END +
92 CASE WHEN m.marc_form IS NOT NULL THEN 4 ELSE 0 END +
93 CASE WHEN m.marc_vr_format IS NOT NULL THEN 2 ELSE 0 END +
94 CASE WHEN m.ref_flag IS NOT NULL THEN 1 ELSE 0 END DESC LOOP
96 current_mp_weight := 5.0;
98 IF current_mp.circ_modifier IS NOT NULL THEN
99 CONTINUE WHEN current_mp.circ_modifier <> item_object.circ_modifier;
102 IF current_mp.marc_type IS NOT NULL THEN
103 IF item_object.circ_as_type IS NOT NULL THEN
104 CONTINUE WHEN current_mp.marc_type <> item_object.circ_as_type;
106 CONTINUE WHEN current_mp.marc_type <> rec_descriptor.item_type;
110 IF current_mp.marc_form IS NOT NULL THEN
111 CONTINUE WHEN current_mp.marc_form <> rec_descriptor.item_form;
114 IF current_mp.marc_vr_format IS NOT NULL THEN
115 CONTINUE WHEN current_mp.marc_vr_format <> rec_descriptor.vr_format;
118 IF current_mp.ref_flag IS NOT NULL THEN
119 CONTINUE WHEN current_mp.ref_flag <> item_object.ref;
123 -- caclulate the rule match weight
124 IF current_mp.item_owning_ou IS NOT NULL AND current_mp.item_owning_ou <> root_ou.id THEN
125 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.item_owning_ou, item_cn_object.owning_lib)::FLOAT + 1.0)::FLOAT;
126 current_mp_weight := current_mp_weight - tmp_weight;
129 IF current_mp.item_circ_ou IS NOT NULL AND current_mp.item_circ_ou <> root_ou.id THEN
130 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.item_circ_ou, item_object.circ_lib)::FLOAT + 1.0)::FLOAT;
131 current_mp_weight := current_mp_weight - tmp_weight;
134 IF current_mp.pickup_ou IS NOT NULL AND current_mp.pickup_ou <> root_ou.id THEN
135 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.pickup_ou, pickup_ou)::FLOAT + 1.0)::FLOAT;
136 current_mp_weight := current_mp_weight - tmp_weight;
139 IF current_mp.request_ou IS NOT NULL AND current_mp.request_ou <> root_ou.id THEN
140 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.request_ou, request_ou)::FLOAT + 1.0)::FLOAT;
141 current_mp_weight := current_mp_weight - tmp_weight;
144 IF current_mp.user_home_ou IS NOT NULL AND current_mp.user_home_ou <> root_ou.id THEN
145 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.user_home_ou, user_object.home_ou)::FLOAT + 1.0)::FLOAT;
146 current_mp_weight := current_mp_weight - tmp_weight;
149 -- set the matchpoint if we found the best one
150 IF matchpoint_weight IS NULL OR matchpoint_weight > current_mp_weight THEN
151 matchpoint = current_mp;
152 matchpoint_weight = current_mp_weight;
157 EXIT WHEN current_requestor_group.parent IS NULL OR matchpoint.id IS NOT NULL;
159 SELECT INTO current_requestor_group * FROM permission.grp_tree WHERE id = current_requestor_group.parent;
162 RETURN matchpoint.id;
164 $func$ LANGUAGE plpgsql;
167 CREATE OR REPLACE FUNCTION action.hold_request_permit_test( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT ) RETURNS SETOF action.matrix_test_result AS $func$
170 user_object actor.usr%ROWTYPE;
171 age_protect_object config.rule_age_hold_protect%ROWTYPE;
172 transit_range_ou_type actor.org_unit_type%ROWTYPE;
173 transit_source actor.org_unit%ROWTYPE;
174 item_object asset.copy%ROWTYPE;
175 result action.matrix_test_result;
176 hold_test config.hold_matrix_test%ROWTYPE;
178 hold_transit_prox INT;
179 frozen_hold_count INT;
180 patron_penalties INT;
183 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
185 -- Fail if we couldn't find a user
186 IF user_object.id IS NULL THEN
187 result.fail_part := 'no_user';
188 result.success := FALSE;
194 -- Fail if user is barred
195 IF user_object.barred IS TRUE THEN
196 result.fail_part := 'actor.usr.barred';
197 result.success := FALSE;
203 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
205 -- Fail if we couldn't find a copy
206 IF item_object.id IS NULL THEN
207 result.fail_part := 'no_item';
208 result.success := FALSE;
214 SELECT INTO matchpoint_id action.find_hold_matrix_matchpoint(pickup_ou, request_ou, match_item, match_user, match_requestor);
216 -- Fail if we couldn't find any matchpoint (requires a default)
217 IF matchpoint_id IS NULL THEN
218 result.fail_part := 'no_matchpoint';
219 result.success := FALSE;
225 SELECT INTO hold_test * FROM config.hold_matrix_test WHERE matchpoint = matchpoint_id;
227 result.matchpoint := matchpoint_id;
228 result.success := TRUE;
230 IF hold_test.holdable IS FALSE THEN
231 result.fail_part := 'config.hold_matrix_test.holdable';
232 result.success := FALSE;
237 IF hold_test.transit_range IS NOT NULL THEN
238 SELECT INTO transit_range_ou_type * FROM actor.org_unit_type WHERE id = hold_test.transit_range;
239 IF hold_test.distance_is_from_owner THEN
240 SELECT INTO transit_source ou.* FROM actor.org_unit ou JOIN asset.call_number cn ON (cn.owning_lib = ou.id) WHERE cn.id = item_object.call_number;
242 SELECT INTO transit_source * FROM actor.org_unit WHERE id = item_object.circ_lib;
245 PERFORM * FROM actor.org_unit_descendants( transit_source.id, transit_range_ou_type.depth ) WHERE id = pickup_ou;
248 result.fail_part := 'transit_range';
249 result.success := FALSE;
255 IF hold_test.stop_blocked_user IS TRUE THEN
256 SELECT INTO patron_penalties COUNT(*)
257 FROM actor.usr_standing_penalty
258 WHERE usr = match_user;
260 IF items_out > 0 THEN
261 result.fail_part := 'config.hold_matrix_test.stop_blocked_user';
262 result.success := FALSE;
268 IF hold_test.max_holds IS NOT NULL THEN
269 SELECT INTO hold_count COUNT(*)
270 FROM action.hold_request
271 WHERE usr = match_user
272 AND fulfillment_time IS NULL
273 AND cancel_time IS NULL
274 AND CASE WHEN hold_test.include_frozen_holds THEN TRUE ELSE frozen IS FALSE END;
276 IF items_out >= hold_test.max_holds THEN
277 result.fail_part := 'config.hold_matrix_test.max_holds';
278 result.success := FALSE;
284 IF item_object.age_protect IS NOT NULL THEN
285 SELECT INTO age_protect_object * FROM config.rule_age_hold_protect WHERE id = item_object.age_protect;
287 IF item_object.create_date + age_protect_object.age > NOW() THEN
288 IF hold_test.distance_is_from_owner THEN
289 SELECT INTO hold_transit_prox prox FROM actor.org_unit_prox WHERE from_org = item_cn_object.owning_lib AND to_org = pickup_ou;
291 SELECT INTO hold_transit_prox prox FROM actor.org_unit_prox WHERE from_org = item_object.circ_lib AND to_org = pickup_ou;
294 IF hold_transit_prox > age_protect_object.prox THEN
295 result.fail_part := 'config.rule_age_hold_protect.prox';
296 result.success := FALSE;
309 $func$ LANGUAGE plpgsql;