1 DROP SCHEMA acq CASCADE;
11 CREATE TABLE acq.currency_type (
12 code TEXT PRIMARY KEY,
16 -- Use the ISO 4217 abbreviations for currency codes
17 INSERT INTO acq.currency_type (code, label) VALUES ('USD','US Dollars');
18 INSERT INTO acq.currency_type (code, label) VALUES ('CAN','Canadian Dollars');
19 INSERT INTO acq.currency_type (code, label) VALUES ('EUR','Euros');
21 CREATE TABLE acq.exchange_rate (
22 id SERIAL PRIMARY KEY,
23 from_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
24 to_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
25 ratio NUMERIC NOT NULL,
26 CONSTRAINT exchange_rate_from_to_once UNIQUE (from_currency,to_currency)
29 INSERT INTO acq.exchange_rate (from_currency,to_currency,ratio) VALUES ('USD','CAN',1.2);
30 INSERT INTO acq.exchange_rate (from_currency,to_currency,ratio) VALUES ('USD','EUR',0.5);
32 CREATE TABLE acq.provider (
33 id SERIAL PRIMARY KEY,
35 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
36 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
40 edi_default INT, -- REFERENCES acq.edi_account (id) DEFERRABLE INITIALLY DEFERRED
41 active BOOL NOT NULL DEFAULT TRUE,
42 prepayment_required BOOL NOT NULL DEFAULT FALSE,
47 default_claim_interval INTERVAL,
48 CONSTRAINT provider_name_once_per_owner UNIQUE (name,owner),
49 CONSTRAINT code_once_per_owner UNIQUE (code, owner)
52 CREATE TABLE acq.provider_holding_subfield_map (
53 id SERIAL PRIMARY KEY,
54 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
55 name TEXT NOT NULL, -- barcode, price, etc
56 subfield TEXT NOT NULL,
57 CONSTRAINT name_once_per_provider UNIQUE (provider,name)
60 CREATE TABLE acq.provider_address (
61 id SERIAL PRIMARY KEY,
62 valid BOOL NOT NULL DEFAULT TRUE,
64 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
65 street1 TEXT NOT NULL,
70 country TEXT NOT NULL,
71 post_code TEXT NOT NULL,
72 fax_phone TEXT NOT NULL
75 CREATE TABLE acq.provider_contact (
76 id SERIAL PRIMARY KEY,
77 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
79 role TEXT, -- free-form.. e.g. "our sales guy"
84 CREATE TABLE acq.provider_contact_address (
85 id SERIAL PRIMARY KEY,
86 valid BOOL NOT NULL DEFAULT TRUE,
88 contact INT NOT NULL REFERENCES acq.provider_contact (id) DEFERRABLE INITIALLY DEFERRED,
89 street1 TEXT NOT NULL,
94 country TEXT NOT NULL,
95 post_code TEXT NOT NULL,
99 CREATE TABLE acq.provider_note (
100 id SERIAL PRIMARY KEY,
101 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
102 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
103 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
104 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
105 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
108 CREATE INDEX acq_pro_note_pro_idx ON acq.provider_note ( provider );
109 CREATE INDEX acq_pro_note_creator_idx ON acq.provider_note ( creator );
110 CREATE INDEX acq_pro_note_editor_idx ON acq.provider_note ( editor );
113 CREATE TABLE acq.funding_source (
114 id SERIAL PRIMARY KEY,
116 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
117 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
119 CONSTRAINT funding_source_name_once_per_owner UNIQUE (name,owner)
122 CREATE TABLE acq.funding_source_credit (
123 id SERIAL PRIMARY KEY,
124 funding_source INT NOT NULL REFERENCES acq.funding_source (id) DEFERRABLE INITIALLY DEFERRED,
125 amount NUMERIC NOT NULL,
127 deadline_date TIMESTAMPTZ,
128 effective_date TIMESTAMPTZ NOT NULL default now()
131 CREATE VIEW acq.ordered_funding_source_credit AS
133 CASE WHEN deadline_date IS NULL THEN
137 END AS sort_priority,
138 CASE WHEN deadline_date IS NULL THEN
148 acq.funding_source_credit;
150 COMMENT ON VIEW acq.ordered_funding_source_credit IS $$
152 * Copyright (C) 2009 Georgia Public Library Service
153 * Scott McKellar <scott@gmail.com>
155 * The acq.ordered_funding_source_credit view is a prioritized
156 * ordering of funding source credits. When ordered by the first
157 * three columns, this view defines the order in which the various
158 * credits are to be tapped for spending, subject to the allocations
159 * in the acq.fund_allocation table.
161 * The first column reflects the principle that we should spend
162 * money with deadlines before spending money without deadlines.
164 * The second column reflects the principle that we should spend the
165 * oldest money first. For money with deadlines, that means that we
166 * spend first from the credit with the earliest deadline. For
167 * money without deadlines, we spend first from the credit with the
168 * earliest effective date.
170 * The third column is a tie breaker to ensure a consistent
175 * This program is free software; you can redistribute it and/or
176 * modify it under the terms of the GNU General Public License
177 * as published by the Free Software Foundation; either version 2
178 * of the License, or (at your option) any later version.
180 * This program is distributed in the hope that it will be useful,
181 * but WITHOUT ANY WARRANTY; without even the implied warranty of
182 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
183 * GNU General Public License for more details.
187 CREATE TABLE acq.fund (
188 id SERIAL PRIMARY KEY,
189 org INT NOT NULL REFERENCES actor.org_unit (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
191 year INT NOT NULL DEFAULT EXTRACT( YEAR FROM NOW() ),
192 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
194 rollover BOOL NOT NULL DEFAULT FALSE,
195 propagate BOOL NOT NULL DEFAULT TRUE,
196 active BOOL NOT NULL DEFAULT TRUE,
197 balance_warning_percent INT CONSTRAINT balance_warning_percent_limit
198 CHECK( balance_warning_percent <= 100 ),
199 balance_stop_percent INT CONSTRAINT balance_stop_percent_limit
200 CHECK( balance_stop_percent <= 100 ),
201 CONSTRAINT name_once_per_org_year UNIQUE (org,name,year),
202 CONSTRAINT code_once_per_org_year UNIQUE (org, code, year),
203 CONSTRAINT acq_fund_rollover_implies_propagate CHECK ( propagate OR NOT rollover )
206 CREATE TABLE acq.fund_debit (
207 id SERIAL PRIMARY KEY,
208 fund INT NOT NULL REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
209 origin_amount NUMERIC NOT NULL, -- pre-exchange-rate amount
210 origin_currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
211 amount NUMERIC NOT NULL,
212 encumbrance BOOL NOT NULL DEFAULT TRUE,
213 debit_type TEXT NOT NULL,
214 xfer_destination INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
215 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
218 CREATE TABLE acq.fund_allocation (
219 id SERIAL PRIMARY KEY,
220 funding_source INT NOT NULL REFERENCES acq.funding_source (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
221 fund INT NOT NULL REFERENCES acq.fund (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
222 amount NUMERIC NOT NULL,
223 allocator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
225 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
227 CREATE INDEX fund_alloc_allocator_idx ON acq.fund_allocation ( allocator );
229 CREATE TABLE acq.fund_allocation_percent
231 id SERIAL PRIMARY KEY,
232 funding_source INT NOT NULL REFERENCES acq.funding_source
233 DEFERRABLE INITIALLY DEFERRED,
234 org INT NOT NULL REFERENCES actor.org_unit
235 DEFERRABLE INITIALLY DEFERRED,
237 percent NUMERIC NOT NULL,
238 allocator INTEGER NOT NULL REFERENCES actor.usr
239 DEFERRABLE INITIALLY DEFERRED,
241 create_time TIMESTAMPTZ NOT NULL DEFAULT now(),
242 CONSTRAINT logical_key UNIQUE( funding_source, org, fund_code ),
243 CONSTRAINT percentage_range CHECK( percent >= 0 AND percent <= 100 )
246 -- Trigger function to validate combination of org_unit and fund_code
248 CREATE OR REPLACE FUNCTION acq.fund_alloc_percent_val()
249 RETURNS TRIGGER AS $$
264 AND code = NEW.fund_code
270 RAISE EXCEPTION 'No fund exists for org % and code %', NEW.org, NEW.fund_code;
275 CREATE TRIGGER acq_fund_alloc_percent_val_trig
276 BEFORE INSERT OR UPDATE ON acq.fund_allocation_percent
277 FOR EACH ROW EXECUTE PROCEDURE acq.fund_alloc_percent_val();
279 -- To do: trigger to verify that percentages don't add up to more than 100
281 CREATE OR REPLACE FUNCTION acq.fap_limit_100()
282 RETURNS TRIGGER AS $$
285 total_percent numeric;
293 acq.fund_allocation_percent AS fap
295 fap.funding_source = NEW.funding_source;
297 IF total_percent > 100 THEN
298 RAISE EXCEPTION 'Total percentages exceed 100 for funding_source %',
306 CREATE TRIGGER acqfap_limit_100_trig
307 AFTER INSERT OR UPDATE ON acq.fund_allocation_percent
308 FOR EACH ROW EXECUTE PROCEDURE acq.fap_limit_100();
310 CREATE TABLE acq.picklist (
311 id SERIAL PRIMARY KEY,
312 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
313 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
314 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
315 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
317 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
318 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
319 CONSTRAINT name_once_per_owner UNIQUE (name,owner)
321 CREATE INDEX acq_picklist_owner_idx ON acq.picklist ( owner );
322 CREATE INDEX acq_picklist_creator_idx ON acq.picklist ( creator );
323 CREATE INDEX acq_picklist_editor_idx ON acq.picklist ( editor );
325 CREATE TABLE acq.cancel_reason (
326 id SERIAL PRIMARY KEY,
327 org_unit INTEGER NOT NULL REFERENCES actor.org_unit( id )
328 DEFERRABLE INITIALLY DEFERRED,
330 description TEXT NOT NULL,
331 CONSTRAINT acq_cancel_reason_one_per_org_unit UNIQUE( org_unit, label )
334 -- Reserve ids 1-999 for stock reasons
335 -- Reserve ids 1000-1999 for EDI reasons
336 -- 2000+ are available for staff to create
338 SELECT SETVAL('acq.cancel_reason_id_seq'::TEXT, 2000);
340 CREATE TABLE acq.purchase_order (
341 id SERIAL PRIMARY KEY,
342 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
343 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
344 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
345 ordering_agency INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
346 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
347 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
348 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
349 state TEXT NOT NULL DEFAULT 'new',
350 order_date TIMESTAMP WITH TIME ZONE,
352 cancel_reason INT REFERENCES acq.cancel_reason( id )
353 DEFERRABLE INITIALLY DEFERRED
355 CREATE INDEX po_owner_idx ON acq.purchase_order (owner);
356 CREATE INDEX po_provider_idx ON acq.purchase_order (provider);
357 CREATE INDEX po_state_idx ON acq.purchase_order (state);
358 CREATE INDEX po_creator_idx ON acq.purchase_order ( creator );
359 CREATE INDEX po_editor_idx ON acq.purchase_order ( editor );
360 CREATE INDEX acq_po_org_name_order_date_idx ON acq.purchase_order( ordering_agency, name, order_date );
362 -- The name should default to the id, as text. We can't reference a column
363 -- in a DEFAULT clause, so we use a trigger:
365 CREATE OR REPLACE FUNCTION acq.purchase_order_name_default () RETURNS TRIGGER
368 IF NEW.name IS NULL THEN
369 NEW.name := NEW.id::TEXT;
376 CREATE TRIGGER po_name_default_trg
377 BEFORE INSERT OR UPDATE ON acq.purchase_order
378 FOR EACH ROW EXECUTE PROCEDURE acq.purchase_order_name_default ();
380 -- The order name should be unique for a given ordering agency on a given order date
381 -- (truncated to midnight), but only where the order_date is not NULL. Conceptually
382 -- this rule requires a check constraint with a subquery. However you can't have a
383 -- subquery in a CHECK constraint, so we fake it with a trigger.
385 CREATE OR REPLACE FUNCTION acq.po_org_name_date_unique () RETURNS TRIGGER
391 -- If order_date is not null, then make sure we don't have a collision
392 -- on order_date (truncated to day), org, and name
394 IF NEW.order_date IS NULL THEN
398 -- In the WHERE clause, we compare the order_dates without regard to time of day.
399 -- We use a pair of inequalities instead of comparing truncated dates so that the
400 -- query can do an indexed range scan.
402 SELECT 1 INTO collision
403 FROM acq.purchase_order
405 ordering_agency = NEW.ordering_agency
407 AND order_date >= date_trunc( 'day', NEW.order_date )
408 AND order_date < date_trunc( 'day', NEW.order_date ) + '1 day'::INTERVAL
411 IF collision IS NULL THEN
412 -- okay, no collision
415 -- collision; nip it in the bud
416 RAISE EXCEPTION 'Colliding purchase orders: ordering_agency %, date %, name ''%''',
417 NEW.ordering_agency, NEW.order_date, NEW.name;
422 CREATE TRIGGER po_org_name_date_unique_trg
423 BEFORE INSERT OR UPDATE ON acq.purchase_order
424 FOR EACH ROW EXECUTE PROCEDURE acq.po_org_name_date_unique ();
426 CREATE TABLE acq.po_note (
427 id SERIAL PRIMARY KEY,
428 purchase_order INT NOT NULL REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
429 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
430 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
431 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
432 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
435 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
436 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
437 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
439 CREATE TABLE acq.lineitem (
440 id BIGSERIAL PRIMARY KEY,
441 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
442 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
443 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
444 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
445 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
446 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
447 expected_recv_time TIMESTAMP WITH TIME ZONE,
448 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
449 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
451 eg_bib_id INT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
453 state TEXT NOT NULL DEFAULT 'new',
454 claim_interval INTERVAL,
455 cancel_reason INT REFERENCES acq.cancel_reason( id )
456 DEFERRABLE INITIALLY DEFERRED,
457 estimated_unit_price NUMERIC,
458 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
460 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
461 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
462 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
463 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
464 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
466 CREATE TABLE acq.lineitem_alert_text (
467 id SERIAL PRIMARY KEY,
470 owning_lib INT NOT NULL
471 REFERENCES actor.org_unit(id)
472 DEFERRABLE INITIALLY DEFERRED,
473 CONSTRAINT alert_one_code_per_org UNIQUE (code, owning_lib)
476 CREATE TABLE acq.lineitem_note (
477 id SERIAL PRIMARY KEY,
478 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
479 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
480 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
481 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
482 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
484 alert_text INT REFERENCES acq.lineitem_alert_text(id)
485 DEFERRABLE INITIALLY DEFERRED
487 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
488 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
489 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
491 CREATE TABLE acq.lineitem_detail (
492 id BIGSERIAL PRIMARY KEY,
493 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
494 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
495 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
496 eg_copy_id BIGINT REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
500 collection_code TEXT,
501 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
502 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
503 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
504 recv_time TIMESTAMP WITH TIME ZONE,
505 cancel_reason INT REFERENCES acq.cancel_reason( id ) DEFERRABLE INITIALLY DEFERRED
508 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
510 CREATE TABLE acq.lineitem_attr_definition (
511 id BIGSERIAL PRIMARY KEY,
513 description TEXT NOT NULL,
514 remove TEXT NOT NULL DEFAULT '',
515 ident BOOL NOT NULL DEFAULT FALSE
518 CREATE TABLE acq.lineitem_marc_attr_definition (
519 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
521 ) INHERITS (acq.lineitem_attr_definition);
523 CREATE TABLE acq.lineitem_provider_attr_definition (
524 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
526 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
527 ) INHERITS (acq.lineitem_attr_definition);
529 CREATE TABLE acq.lineitem_generated_attr_definition (
530 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
532 ) INHERITS (acq.lineitem_attr_definition);
534 CREATE TABLE acq.lineitem_usr_attr_definition (
535 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
536 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
537 ) INHERITS (acq.lineitem_attr_definition);
538 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
540 CREATE TABLE acq.lineitem_local_attr_definition (
541 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
542 ) INHERITS (acq.lineitem_attr_definition);
544 CREATE TABLE acq.lineitem_attr (
545 id BIGSERIAL PRIMARY KEY,
546 definition BIGINT NOT NULL,
547 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
548 attr_type TEXT NOT NULL,
549 attr_name TEXT NOT NULL,
550 attr_value TEXT NOT NULL
553 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
554 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
555 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
561 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
562 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('author','Author of work','//*[@tag="100" or @tag="110" or @tag="113"]/*[contains("ad",@code)]');
563 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
564 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
565 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
566 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
567 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
568 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
569 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
570 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
571 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
573 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
576 CREATE TABLE acq.distribution_formula (
577 id SERIAL PRIMARY KEY,
579 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
581 skip_count INT NOT NULL DEFAULT 0,
582 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
585 CREATE TABLE acq.distribution_formula_entry (
586 id SERIAL PRIMARY KEY,
587 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
589 DEFERRABLE INITIALLY DEFERRED,
590 position INTEGER NOT NULL,
591 item_count INTEGER NOT NULL,
592 owning_lib INTEGER REFERENCES actor.org_unit(id)
593 DEFERRABLE INITIALLY DEFERRED,
594 location INTEGER REFERENCES asset.copy_location(id),
595 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
596 CONSTRAINT acqdfe_must_be_somewhere
597 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
600 CREATE TABLE acq.distribution_formula_application (
601 id BIGSERIAL PRIMARY KEY,
602 creator INT NOT NULL REFERENCES actor.usr(id) DEFERRABLE INITIALLY DEFERRED,
603 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
605 REFERENCES acq.distribution_formula(id) DEFERRABLE INITIALLY DEFERRED,
606 lineitem INT NOT NULL
607 REFERENCES acq.lineitem(id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED
610 CREATE INDEX acqdfa_df_idx
611 ON acq.distribution_formula_application(formula);
612 CREATE INDEX acqdfa_li_idx
613 ON acq.distribution_formula_application(lineitem);
614 CREATE INDEX acqdfa_creator_idx
615 ON acq.distribution_formula_application(creator);
617 CREATE TABLE acq.fund_tag (
618 id SERIAL PRIMARY KEY,
620 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
622 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
625 CREATE TABLE acq.fund_tag_map (
626 id SERIAL PRIMARY KEY,
627 fund INTEGER NOT NULL REFERENCES acq.fund(id)
628 DEFERRABLE INITIALLY DEFERRED,
629 tag INTEGER REFERENCES acq.fund_tag(id)
631 DEFERRABLE INITIALLY DEFERRED,
632 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
635 CREATE TABLE acq.fund_transfer (
636 id SERIAL PRIMARY KEY,
637 src_fund INT NOT NULL REFERENCES acq.fund( id )
638 DEFERRABLE INITIALLY DEFERRED,
639 src_amount NUMERIC NOT NULL,
640 dest_fund INT NOT NULL REFERENCES acq.fund( id )
641 DEFERRABLE INITIALLY DEFERRED,
642 dest_amount NUMERIC NOT NULL,
643 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
644 transfer_user INT NOT NULL REFERENCES actor.usr( id )
645 DEFERRABLE INITIALLY DEFERRED,
647 funding_source_credit INT NOT NULL REFERENCES acq.funding_source_credit( id )
648 DEFERRABLE INITIALLY DEFERRED
651 CREATE INDEX acqftr_usr_idx
652 ON acq.fund_transfer( transfer_user );
654 COMMENT ON TABLE acq.fund_transfer IS $$
656 * Copyright (C) 2009 Georgia Public Library Service
657 * Scott McKellar <scott@esilibrary.com>
661 * Each row represents the transfer of money from a source fund
662 * to a destination fund. There should be corresponding entries
663 * in acq.fund_allocation. The purpose of acq.fund_transfer is
664 * to record how much money moved from which fund to which other
667 * The presence of two amount fields, rather than one, reflects
668 * the possibility that the two funds are denominated in different
669 * currencies. If they use the same currency type, the two
670 * amounts should be the same.
674 * This program is free software; you can redistribute it and/or
675 * modify it under the terms of the GNU General Public License
676 * as published by the Free Software Foundation; either version 2
677 * of the License, or (at your option) any later version.
679 * This program is distributed in the hope that it will be useful,
680 * but WITHOUT ANY WARRANTY; without even the implied warranty of
681 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
682 * GNU General Public License for more details.
686 CREATE TABLE acq.fiscal_calendar (
687 id SERIAL PRIMARY KEY,
691 -- Create a default calendar (though we don't specify its contents).
692 -- Create a foreign key in actor.org_unit, initially pointing to
693 -- the default calendar.
695 INSERT INTO acq.fiscal_calendar (
702 ALTER TABLE actor.org_unit ADD FOREIGN KEY
703 (fiscal_calendar) REFERENCES acq.fiscal_calendar( id )
704 DEFERRABLE INITIALLY DEFERRED;
706 CREATE TABLE acq.fiscal_year (
707 id SERIAL PRIMARY KEY,
708 calendar INT NOT NULL
709 REFERENCES acq.fiscal_calendar
711 DEFERRABLE INITIALLY DEFERRED,
713 year_begin TIMESTAMPTZ NOT NULL,
714 year_end TIMESTAMPTZ NOT NULL,
715 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
716 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
719 CREATE TABLE acq.edi_account ( -- similar tables can extend remote_account for other parts of EG
720 provider INT NOT NULL REFERENCES acq.provider (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
721 in_dir TEXT -- incoming messages dir (probably different than config.remote_account.path, the outgoing dir)
722 ) INHERITS (config.remote_account);
724 -- We need a UNIQUE constraint here also, to support the FK from acq.provider.edi_default
725 ALTER TABLE acq.edi_account ADD CONSTRAINT acq_edi_account_id_unique UNIQUE (id);
727 -- Note below that the primary key is NOT a SERIAL type. We will periodically truncate and rebuild
728 -- the table, assigning ids programmatically instead of using a sequence.
729 CREATE TABLE acq.debit_attribution (
730 id INT NOT NULL PRIMARY KEY,
731 fund_debit INT NOT NULL
732 REFERENCES acq.fund_debit
733 DEFERRABLE INITIALLY DEFERRED,
734 debit_amount NUMERIC NOT NULL,
735 funding_source_credit INT REFERENCES acq.funding_source_credit
736 DEFERRABLE INITIALLY DEFERRED,
737 credit_amount NUMERIC
740 CREATE INDEX acq_attribution_debit_idx
741 ON acq.debit_attribution( fund_debit );
743 CREATE INDEX acq_attribution_credit_idx
744 ON acq.debit_attribution( funding_source_credit );
748 CREATE TABLE acq.invoice_method (
749 code TEXT PRIMARY KEY,
750 name TEXT NOT NULL -- i18n-ize
753 CREATE TABLE acq.invoice (
754 id SERIAL PRIMARY KEY,
755 receiver INT NOT NULL REFERENCES actor.org_unit (id),
756 provider INT NOT NULL REFERENCES acq.provider (id),
757 shipper INT NOT NULL REFERENCES acq.provider (id),
758 recv_date TIMESTAMPTZ NOT NULL DEFAULT NOW(),
759 recv_method TEXT NOT NULL REFERENCES acq.invoice_method (code) DEFAULT 'EDI',
760 inv_type TEXT, -- A "type" field is desired, but no idea what goes here
761 inv_ident TEXT NOT NULL -- vendor-supplied invoice id/number
764 CREATE TABLE acq.invoice_entry (
765 id SERIAL PRIMARY KEY,
766 invoice INT NOT NULL REFERENCES acq.invoice (id) ON DELETE CASCADE,
767 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
768 lineitem INT REFERENCES acq.lineitem (id) ON UPDATE CASCADE ON DELETE SET NULL,
769 inv_item_count INT NOT NULL, -- How many acqlids did they say they sent
770 phys_item_count INT, -- and how many did staff count
772 billed_per_item BOOL,
773 cost_billed NUMERIC(8,2),
774 actual_cost NUMERIC(8,2)
777 CREATE TABLE acq.invoice_item_type (
778 code TEXT PRIMARY KEY,
779 name TEXT NOT NULL -- i18n-ize
782 CREATE TABLE acq.invoice_item ( -- for invoice-only debits: taxes/fees/non-bib items/etc
783 id SERIAL PRIMARY KEY,
784 invoice INT NOT NULL REFERENCES acq.invoice (id) ON UPDATE CASCADE ON DELETE CASCADE,
785 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
786 fund_debit INT REFERENCES acq.fund_debit (id),
787 inv_item_type TEXT NOT NULL REFERENCES acq.invoice_item_type (code),
791 cost_billed NUMERIC(8,2),
792 actual_cost NUMERIC(8,2)
796 CREATE TABLE acq.user_request_type (
797 id SERIAL PRIMARY KEY,
798 label TEXT NOT NULL UNIQUE -- i18n-ize
801 INSERT INTO acq.user_request_type (id,label) VALUES (1, oils_i18n_gettext('1', 'Books', 'aurt', 'label'));
802 INSERT INTO acq.user_request_type (id,label) VALUES (2, oils_i18n_gettext('2', 'Journal/Magazine & Newspaper Articles', 'aurt', 'label'));
803 INSERT INTO acq.user_request_type (id,label) VALUES (3, oils_i18n_gettext('3', 'Audiobooks', 'aurt', 'label'));
804 INSERT INTO acq.user_request_type (id,label) VALUES (4, oils_i18n_gettext('4', 'Music', 'aurt', 'label'));
805 INSERT INTO acq.user_request_type (id,label) VALUES (5, oils_i18n_gettext('5', 'DVDs', 'aurt', 'label'));
807 SELECT SETVAL('acq.user_request_type_id_seq'::TEXT, 6);
809 CREATE TABLE acq.user_request (
810 id SERIAL PRIMARY KEY,
811 usr INT NOT NULL REFERENCES actor.usr (id), -- requesting user
812 hold BOOL NOT NULL DEFAULT TRUE,
814 pickup_lib INT NOT NULL REFERENCES actor.org_unit (id), -- pickup lib
815 holdable_formats TEXT, -- nullable, for use in hold creation
817 email_notify BOOL NOT NULL DEFAULT TRUE,
818 lineitem INT REFERENCES acq.lineitem (id) ON DELETE CASCADE,
819 eg_bib BIGINT REFERENCES biblio.record_entry (id) ON DELETE CASCADE,
820 request_date TIMESTAMPTZ NOT NULL DEFAULT NOW(), -- when they requested it
821 need_before TIMESTAMPTZ, -- don't create holds after this
824 request_type INT NOT NULL REFERENCES acq.user_request_type (id),
836 cancel_reason INT REFERENCES acq.cancel_reason( id )
837 DEFERRABLE INITIALLY DEFERRED
843 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
844 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
847 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
850 SELECT COUNT(*) INTO counter
851 FROM oils_xpath_table(
855 '//*[@tag="' || tag || '"]',
857 ) as t(i int,c text);
859 FOR i IN 1 .. counter LOOP
862 FROM ( SELECT id,i,t,v
863 FROM oils_xpath_table(
867 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
868 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
870 ) as t(id int,t text,v text)
881 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
882 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
886 lida acq.flat_lineitem_detail%ROWTYPE;
888 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
889 IF NOT FOUND THEN RETURN; END IF;
891 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
892 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
899 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
900 JOIN acq.provider_holding_subfield_map a USING (subfield)
901 WHERE a.provider = prov_i
910 -- select * from acq.extract_provider_holding_data(699);
912 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
913 SELECT public.extract_marc_field('acq.lineitem', $1, $2, $3);
917 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
918 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
921 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
922 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
926 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
929 Suggested vendor fields:
937 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $$
945 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
947 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
949 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
950 IF (atype = 'lineitem_provider_attr_definition') THEN
951 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
952 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
955 IF (atype = 'lineitem_provider_attr_definition') THEN
956 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
957 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
958 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
959 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
960 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
963 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
965 IF (value IS NOT NULL AND value <> '') THEN
966 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
967 VALUES (NEW.id, adef.id, atype, adef.code, value);
978 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
980 IF TG_OP = 'UPDATE' THEN
981 DELETE FROM acq.lineitem_attr
982 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
985 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
991 CREATE TRIGGER cleanup_lineitem_trigger
992 BEFORE UPDATE OR DELETE ON acq.lineitem
993 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
995 CREATE TRIGGER ingest_lineitem_trigger
996 AFTER INSERT OR UPDATE ON acq.lineitem
997 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
999 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
1003 IF from_ex = to_ex THEN
1007 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
1012 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
1021 $$ LANGUAGE PLPGSQL;
1023 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
1024 SELECT $3 * acq.exchange_ratio($1, $2);
1027 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
1029 Examine the acq.fiscal_year table, comparing successive years.
1030 Report any inconsistencies, i.e. years that overlap, have gaps
1031 between them, or are out of sequence.
1033 RETURNS SETOF RECORD AS $$
1057 ELSIF curr_year.calendar = prev_year.calendar THEN
1058 IF curr_year.year_begin > prev_year.year_end THEN
1059 -- This ugly kludge works around the fact that older
1060 -- versions of PostgreSQL don't support RETURN QUERY SELECT
1061 FOR return_rec IN SELECT
1064 'Gap between fiscal years'::TEXT
1066 RETURN NEXT return_rec;
1068 ELSIF curr_year.year_begin < prev_year.year_end THEN
1069 FOR return_rec IN SELECT
1072 'Overlapping fiscal years'::TEXT
1074 RETURN NEXT return_rec;
1076 ELSIF curr_year.year < prev_year.year THEN
1077 FOR return_rec IN SELECT
1080 'Fiscal years out of order'::TEXT
1082 RETURN NEXT return_rec;
1087 prev_year := curr_year;
1092 $$ LANGUAGE plpgsql;
1094 CREATE OR REPLACE FUNCTION acq.transfer_fund(
1096 old_amount IN NUMERIC, -- in currency of old fund
1098 new_amount IN NUMERIC, -- in currency of new fund
1100 xfer_note IN TEXT -- to be recorded in acq.fund_transfer
1101 -- ,funding_source_in IN INT -- if user wants to specify a funding source (see notes)
1102 ) RETURNS VOID AS $$
1103 /* -------------------------------------------------------------------------------
1105 Function to transfer money from one fund to another.
1107 A transfer is represented as a pair of entries in acq.fund_allocation, with a
1108 negative amount for the old (losing) fund and a positive amount for the new
1109 (gaining) fund. In some cases there may be more than one such pair of entries
1110 in order to pull the money from different funding sources, or more specifically
1111 from different funding source credits. For each such pair there is also an
1112 entry in acq.fund_transfer.
1114 Since funding_source is a non-nullable column in acq.fund_allocation, we must
1115 choose a funding source for the transferred money to come from. This choice
1116 must meet two constraints, so far as possible:
1118 1. The amount transferred from a given funding source must not exceed the
1119 amount allocated to the old fund by the funding source. To that end we
1120 compare the amount being transferred to the amount allocated.
1122 2. We shouldn't transfer money that has already been spent or encumbered, as
1123 defined by the funding attribution process. We attribute expenses to the
1124 oldest funding source credits first. In order to avoid transferring that
1125 attributed money, we reverse the priority, transferring from the newest funding
1126 source credits first. There can be no guarantee that this approach will
1127 avoid overcommitting a fund, but no other approach can do any better.
1129 In this context the age of a funding source credit is defined by the
1130 deadline_date for credits with deadline_dates, and by the effective_date for
1131 credits without deadline_dates, with the proviso that credits with deadline_dates
1132 are all considered "older" than those without.
1136 In the signature for this function, there is one last parameter commented out,
1137 named "funding_source_in". Correspondingly, the WHERE clause for the query
1138 driving the main loop has an OR clause commented out, which references the
1139 funding_source_in parameter.
1141 If these lines are uncommented, this function will allow the user optionally to
1142 restrict a fund transfer to a specified funding source. If the source
1143 parameter is left NULL, then there will be no such restriction.
1145 ------------------------------------------------------------------------------- */
1147 same_currency BOOLEAN;
1148 currency_ratio NUMERIC;
1149 old_fund_currency TEXT;
1150 old_remaining NUMERIC; -- in currency of old fund
1151 new_fund_currency TEXT;
1152 new_fund_active BOOLEAN;
1153 new_remaining NUMERIC; -- in currency of new fund
1154 curr_old_amt NUMERIC; -- in currency of old fund
1155 curr_new_amt NUMERIC; -- in currency of new fund
1156 source_addition NUMERIC; -- in currency of funding source
1157 source_deduction NUMERIC; -- in currency of funding source
1158 orig_allocated_amt NUMERIC; -- in currency of funding source
1159 allocated_amt NUMERIC; -- in currency of fund
1165 IF old_fund IS NULL THEN
1166 RAISE EXCEPTION 'acq.transfer_fund: old fund id is NULL';
1169 IF old_amount IS NULL THEN
1170 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer is NULL';
1173 -- The new fund and its amount must be both NULL or both not NULL.
1175 IF new_fund IS NOT NULL AND new_amount IS NULL THEN
1176 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer to receiving fund is NULL';
1179 IF new_fund IS NULL AND new_amount IS NOT NULL THEN
1180 RAISE EXCEPTION 'acq.transfer_fund: receiving fund is NULL, its amount is not NULL';
1183 IF user_id IS NULL THEN
1184 RAISE EXCEPTION 'acq.transfer_fund: user id is NULL';
1187 -- Initialize the amounts to be transferred, each denominated
1188 -- in the currency of its respective fund. They will be
1189 -- reduced on each iteration of the loop.
1191 old_remaining := old_amount;
1192 new_remaining := new_amount;
1194 -- RAISE NOTICE 'Transferring % in fund % to % in fund %',
1195 -- old_amount, old_fund, new_amount, new_fund;
1197 -- Get the currency types of the old and new funds.
1208 IF old_fund_currency IS NULL THEN
1209 RAISE EXCEPTION 'acq.transfer_fund: old fund id % is not defined', old_fund;
1212 IF new_fund IS NOT NULL THEN
1224 IF new_fund_currency IS NULL THEN
1225 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is not defined', new_fund;
1226 ELSIF NOT new_fund_active THEN
1228 -- No point in putting money into a fund from whence you can't spend it
1230 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is inactive', new_fund;
1233 IF new_amount = old_amount THEN
1234 same_currency := true;
1235 currency_ratio := 1;
1238 -- We'll have to translate currency between funds. We presume that
1239 -- the calling code has already applied an appropriate exchange rate,
1240 -- so we'll apply the same conversion to each sub-transfer.
1242 same_currency := false;
1243 currency_ratio := new_amount / old_amount;
1247 -- Identify the funding source(s) from which we want to transfer the money.
1248 -- The principle is that we want to transfer the newest money first, because
1249 -- we spend the oldest money first. The priority for spending is defined
1250 -- by a sort of the view acq.ordered_funding_source_credit.
1255 ofsc.funding_source,
1257 ofsc.amount * acq.exchange_ratio( fs.currency_type, old_fund_currency )
1261 acq.ordered_funding_source_credit AS ofsc,
1262 acq.funding_source fs
1264 ofsc.funding_source = fs.id
1265 and ofsc.funding_source IN
1267 SELECT funding_source
1268 FROM acq.fund_allocation
1269 WHERE fund = old_fund
1273 -- ofsc.funding_source = funding_source_in
1274 -- OR funding_source_in IS NULL
1277 ofsc.sort_priority desc,
1278 ofsc.sort_date desc,
1282 -- Determine how much money the old fund got from this funding source,
1283 -- denominated in the currency types of the source and of the fund.
1284 -- This result may reflect transfers from previous iterations.
1287 COALESCE( sum( amount ), 0 ),
1288 COALESCE( sum( amount )
1289 * acq.exchange_ratio( source.currency_type, old_fund_currency ), 0 )
1291 orig_allocated_amt, -- in currency of the source
1292 allocated_amt -- in currency of the old fund
1297 and funding_source = source.funding_source;
1299 -- Determine how much to transfer from this credit, in the currency
1300 -- of the fund. Begin with the amount remaining to be attributed:
1302 curr_old_amt := old_remaining;
1304 -- Can't attribute more than was allocated from the fund:
1306 IF curr_old_amt > allocated_amt THEN
1307 curr_old_amt := allocated_amt;
1310 -- Can't attribute more than the amount of the current credit:
1312 IF curr_old_amt > source.converted_amt THEN
1313 curr_old_amt := source.converted_amt;
1316 curr_old_amt := trunc( curr_old_amt, 2 );
1318 old_remaining := old_remaining - curr_old_amt;
1320 -- Determine the amount to be deducted, if any,
1321 -- from the old allocation.
1323 IF old_remaining > 0 THEN
1325 -- In this case we're using the whole allocation, so use that
1326 -- amount directly instead of applying a currency translation
1327 -- and thereby inviting round-off errors.
1329 source_deduction := - orig_allocated_amt;
1331 source_deduction := trunc(
1332 ( - curr_old_amt ) *
1333 acq.exchange_ratio( old_fund_currency, source.currency_type ),
1337 IF source_deduction <> 0 THEN
1339 -- Insert negative allocation for old fund in fund_allocation,
1340 -- converted into the currency of the funding source
1342 INSERT INTO acq.fund_allocation (
1349 source.funding_source,
1353 'Transfer to fund ' || new_fund
1357 IF new_fund IS NOT NULL THEN
1359 -- Determine how much to add to the new fund, in
1360 -- its currency, and how much remains to be added:
1362 IF same_currency THEN
1363 curr_new_amt := curr_old_amt;
1365 IF old_remaining = 0 THEN
1367 -- This is the last iteration, so nothing should be left
1369 curr_new_amt := new_remaining;
1372 curr_new_amt := trunc( curr_old_amt * currency_ratio, 2 );
1373 new_remaining := new_remaining - curr_new_amt;
1377 -- Determine how much to add, if any,
1378 -- to the new fund's allocation.
1380 IF old_remaining > 0 THEN
1382 -- In this case we're using the whole allocation, so use that amount
1383 -- amount directly instead of applying a currency translation and
1384 -- thereby inviting round-off errors.
1386 source_addition := orig_allocated_amt;
1387 ELSIF source.currency_type = old_fund_currency THEN
1389 -- In this case we don't need a round trip currency translation,
1390 -- thereby inviting round-off errors:
1392 source_addition := curr_old_amt;
1394 source_addition := trunc(
1396 acq.exchange_ratio( new_fund_currency, source.currency_type ),
1400 IF source_addition <> 0 THEN
1402 -- Insert positive allocation for new fund in fund_allocation,
1403 -- converted to the currency of the founding source
1405 INSERT INTO acq.fund_allocation (
1412 source.funding_source,
1416 'Transfer from fund ' || old_fund
1421 IF trunc( curr_old_amt, 2 ) <> 0
1422 OR trunc( curr_new_amt, 2 ) <> 0 THEN
1424 -- Insert row in fund_transfer, using amounts in the currency of the funds
1426 INSERT INTO acq.fund_transfer (
1433 funding_source_credit
1436 trunc( curr_old_amt, 2 ),
1438 trunc( curr_new_amt, 2 ),
1445 if old_remaining <= 0 THEN
1446 EXIT; -- Nothing more to be transferred
1450 $$ LANGUAGE plpgsql;
1452 CREATE OR REPLACE FUNCTION acq.attribute_debits() RETURNS VOID AS $$
1454 Function to attribute expenditures and encumbrances to funding source credits,
1455 and thereby to funding sources.
1457 Read the debits in chonological order, attributing each one to one or
1458 more funding source credits. Constraints:
1460 1. Don't attribute more to a credit than the amount of the credit.
1462 2. For a given fund, don't attribute more to a funding source than the
1463 source has allocated to that fund.
1465 3. Attribute debits to credits with deadlines before attributing them to
1466 credits without deadlines. Otherwise attribute to the earliest credits
1467 first, based on the deadline date when present, or on the effective date
1468 when there is no deadline. Use funding_source_credit.id as a tie-breaker.
1469 This ordering is defined by an ORDER BY clause on the view
1470 acq.ordered_funding_source_credit.
1472 Start by truncating the table acq.debit_attribution. Then insert a row
1473 into that table for each attribution. If a debit cannot be fully
1474 attributed, insert a row for the unattributable balance, with the
1475 funding_source_credit and credit_amount columns NULL.
1478 curr_fund_source_bal RECORD;
1479 seqno INT; -- sequence num for credits applicable to a fund
1480 fund_credit RECORD; -- current row in temp t_fund_credit table
1481 fc RECORD; -- used for loading t_fund_credit table
1482 sc RECORD; -- used for loading t_fund_credit table
1484 -- Used exclusively in the main loop:
1486 deb RECORD; -- current row from acq.fund_debit table
1487 curr_credit_bal RECORD; -- current row from temp t_credit table
1488 debit_balance NUMERIC; -- amount left to attribute for current debit
1489 conv_debit_balance NUMERIC; -- debit balance in currency of the fund
1490 attr_amount NUMERIC; -- amount being attributed, in currency of debit
1491 conv_attr_amount NUMERIC; -- amount being attributed, in currency of source
1492 conv_cred_balance NUMERIC; -- credit_balance in the currency of the fund
1493 conv_alloc_balance NUMERIC; -- allocated balance in the currency of the fund
1494 attrib_count INT; -- populates id of acq.debit_attribution
1497 -- Load a temporary table. For each combination of fund and funding source,
1498 -- load an entry with the total amount allocated to that fund by that source.
1499 -- This sum may reflect transfers as well as original allocations. We will
1500 -- reduce this balance whenever we attribute debits to it.
1502 CREATE TEMP TABLE t_fund_source_bal
1506 funding_source AS source,
1507 sum( amount ) AS balance
1516 CREATE INDEX t_fund_source_bal_idx
1517 ON t_fund_source_bal( fund, source );
1518 -------------------------------------------------------------------------------
1520 -- Load another temporary table. For each fund, load zero or more
1521 -- funding source credits from which that fund can get money.
1523 CREATE TEMP TABLE t_fund_credit (
1530 SELECT DISTINCT fund
1531 FROM acq.fund_allocation
1533 LOOP -- Loop over the funds
1539 acq.ordered_funding_source_credit AS ofsc
1541 ofsc.funding_source IN
1543 SELECT funding_source
1544 FROM acq.fund_allocation
1545 WHERE fund = fc.fund
1551 LOOP -- Add each credit to the list
1552 INSERT INTO t_fund_credit (
1561 --RAISE NOTICE 'Fund % credit %', fc.fund, sc.id;
1563 END LOOP; -- Loop over credits for a given fund
1564 END LOOP; -- Loop over funds
1566 CREATE INDEX t_fund_credit_idx
1567 ON t_fund_credit( fund, seq );
1568 -------------------------------------------------------------------------------
1570 -- Load yet another temporary table. This one is a list of funding source
1571 -- credits, with their balances. We shall reduce those balances as we
1572 -- attribute debits to them.
1574 CREATE TEMP TABLE t_credit
1578 fsc.funding_source AS source,
1579 fsc.amount AS balance,
1580 fs.currency_type AS currency_type
1582 acq.funding_source_credit AS fsc,
1583 acq.funding_source fs
1585 fsc.funding_source = fs.id
1588 CREATE INDEX t_credit_idx
1589 ON t_credit( credit );
1591 -------------------------------------------------------------------------------
1593 -- Now that we have loaded the lookup tables: loop through the debits,
1594 -- attributing each one to one or more funding source credits.
1596 truncate table acq.debit_attribution;
1614 --RAISE NOTICE 'Debit %, fund %', deb.id, deb.fund;
1616 debit_balance := deb.amount;
1618 -- Loop over the funding source credits that are eligible
1619 -- to pay for this debit
1631 --RAISE NOTICE ' Examining credit %', fund_credit.credit;
1633 -- Look up the balance for this credit. If it's zero, then
1634 -- it's not useful, so treat it as if you didn't find it.
1635 -- (Actually there shouldn't be any zero balances in the table,
1636 -- but we check just to make sure.)
1639 INTO curr_credit_bal
1642 credit = fund_credit.credit
1645 IF curr_credit_bal IS NULL THEN
1647 -- This credit is exhausted; try the next one.
1653 -- At this point we have an applicable credit with some money left.
1654 -- Now see if the relevant funding_source has any money left.
1656 -- Look up the balance of the allocation for this combination of
1657 -- fund and source. If you find such an entry, but it has a zero
1658 -- balance, then it's not useful, so treat it as unfound.
1659 -- (Actually there shouldn't be any zero balances in the table,
1660 -- but we check just to make sure.)
1663 INTO curr_fund_source_bal
1664 FROM t_fund_source_bal
1667 AND source = curr_credit_bal.source
1670 IF curr_fund_source_bal IS NULL THEN
1672 -- This fund/source doesn't exist or is already exhausted,
1673 -- so we can't use this credit. Go on to the next one.
1678 -- Convert the available balances to the currency of the fund
1680 conv_alloc_balance := curr_fund_source_bal.balance * acq.exchange_ratio(
1681 curr_credit_bal.currency_type, deb.currency_type );
1682 conv_cred_balance := curr_credit_bal.balance * acq.exchange_ratio(
1683 curr_credit_bal.currency_type, deb.currency_type );
1685 -- Determine how much we can attribute to this credit: the minimum
1686 -- of the debit amount, the fund/source balance, and the
1689 --RAISE NOTICE ' deb bal %', debit_balance;
1690 --RAISE NOTICE ' source % balance %', curr_credit_bal.source, conv_alloc_balance;
1691 --RAISE NOTICE ' credit % balance %', curr_credit_bal.credit, conv_cred_balance;
1693 conv_attr_amount := NULL;
1694 attr_amount := debit_balance;
1696 IF attr_amount > conv_alloc_balance THEN
1697 attr_amount := conv_alloc_balance;
1698 conv_attr_amount := curr_fund_source_bal.balance;
1700 IF attr_amount > conv_cred_balance THEN
1701 attr_amount := conv_cred_balance;
1702 conv_attr_amount := curr_credit_bal.balance;
1705 -- If we're attributing all of one of the balances, then that's how
1706 -- much we will deduct from the balances, and we already captured
1707 -- that amount above. Otherwise we must convert the amount of the
1708 -- attribution from the currency of the fund back to the currency of
1709 -- the funding source.
1711 IF conv_attr_amount IS NULL THEN
1712 conv_attr_amount := attr_amount * acq.exchange_ratio(
1713 deb.currency_type, curr_credit_bal.currency_type );
1716 -- Insert a row to record the attribution
1718 attrib_count := attrib_count + 1;
1719 INSERT INTO acq.debit_attribution (
1723 funding_source_credit,
1729 curr_credit_bal.credit,
1733 -- Subtract the attributed amount from the various balances
1735 debit_balance := debit_balance - attr_amount;
1736 curr_fund_source_bal.balance := curr_fund_source_bal.balance - conv_attr_amount;
1738 IF curr_fund_source_bal.balance <= 0 THEN
1740 -- This allocation is exhausted. Delete it so
1741 -- that we don't waste time looking at it again.
1743 DELETE FROM t_fund_source_bal
1745 fund = curr_fund_source_bal.fund
1746 AND source = curr_fund_source_bal.source;
1748 UPDATE t_fund_source_bal
1749 SET balance = balance - conv_attr_amount
1751 fund = curr_fund_source_bal.fund
1752 AND source = curr_fund_source_bal.source;
1755 IF curr_credit_bal.balance <= 0 THEN
1757 -- This funding source credit is exhausted. Delete it
1758 -- so that we don't waste time looking at it again.
1760 --DELETE FROM t_credit
1762 -- credit = curr_credit_bal.credit;
1764 DELETE FROM t_fund_credit
1766 credit = curr_credit_bal.credit;
1769 SET balance = curr_credit_bal.balance
1771 credit = curr_credit_bal.credit;
1774 -- Are we done with this debit yet?
1776 IF debit_balance <= 0 THEN
1777 EXIT; -- We've fully attributed this debit; stop looking at credits.
1779 END LOOP; -- End loop over credits
1781 IF debit_balance <> 0 THEN
1783 -- We weren't able to attribute this debit, or at least not
1784 -- all of it. Insert a row for the unattributed balance.
1786 attrib_count := attrib_count + 1;
1787 INSERT INTO acq.debit_attribution (
1791 funding_source_credit,
1801 END LOOP; -- End of loop over debits
1803 $$ LANGUAGE 'plpgsql';
1805 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit(
1809 ) RETURNS VOID AS $$
1820 IF old_year IS NULL THEN
1821 RAISE EXCEPTION 'Input year argument is NULL';
1822 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1823 RAISE EXCEPTION 'Input year is out of range';
1826 IF user_id IS NULL THEN
1827 RAISE EXCEPTION 'Input user id argument is NULL';
1830 IF org_unit_id IS NULL THEN
1831 RAISE EXCEPTION 'Org unit id argument is NULL';
1833 SELECT TRUE INTO org_found
1835 WHERE id = org_unit_id;
1837 IF org_found IS NULL THEN
1838 RAISE EXCEPTION 'Org unit id is invalid';
1842 -- Loop over the applicable funds
1844 FOR old_fund in SELECT * FROM acq.fund
1848 AND org = org_unit_id
1851 INSERT INTO acq.fund (
1863 old_fund.currency_type,
1868 RETURNING id INTO new_id;
1870 WHEN unique_violation THEN
1871 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1874 --RAISE NOTICE 'Propagating fund % to fund %',
1875 -- old_fund.code, new_id;
1878 $$ LANGUAGE plpgsql;
1880 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
1884 ) RETURNS VOID AS $$
1895 IF old_year IS NULL THEN
1896 RAISE EXCEPTION 'Input year argument is NULL';
1897 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1898 RAISE EXCEPTION 'Input year is out of range';
1901 IF user_id IS NULL THEN
1902 RAISE EXCEPTION 'Input user id argument is NULL';
1905 IF org_unit_id IS NULL THEN
1906 RAISE EXCEPTION 'Org unit id argument is NULL';
1908 SELECT TRUE INTO org_found
1910 WHERE id = org_unit_id;
1912 IF org_found IS NULL THEN
1913 RAISE EXCEPTION 'Org unit id is invalid';
1917 -- Loop over the applicable funds
1919 FOR old_fund in SELECT * FROM acq.fund
1924 SELECT id FROM actor.org_unit_descendants( org_unit_id )
1928 INSERT INTO acq.fund (
1940 old_fund.currency_type,
1945 RETURNING id INTO new_id;
1947 WHEN unique_violation THEN
1948 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1951 --RAISE NOTICE 'Propagating fund % to fund %',
1952 -- old_fund.code, new_id;
1955 $$ LANGUAGE plpgsql;
1957 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit(
1961 ) RETURNS VOID AS $$
1965 new_year INT := old_year + 1;
1967 xfer_amount NUMERIC;
1976 IF old_year IS NULL THEN
1977 RAISE EXCEPTION 'Input year argument is NULL';
1978 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1979 RAISE EXCEPTION 'Input year is out of range';
1982 IF user_id IS NULL THEN
1983 RAISE EXCEPTION 'Input user id argument is NULL';
1986 IF org_unit_id IS NULL THEN
1987 RAISE EXCEPTION 'Org unit id argument is NULL';
1990 -- Validate the org unit
1995 WHERE id = org_unit_id;
1997 IF org_found IS NULL THEN
1998 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2002 -- Loop over the propagable funds to identify the details
2003 -- from the old fund plus the id of the new one, if it exists.
2007 oldf.id AS old_fund,
2013 newf.id AS new_fund_id
2016 LEFT JOIN acq.fund AS newf
2017 ON ( oldf.code = newf.code )
2019 oldf.org = org_unit_id
2020 and oldf.year = old_year
2022 and newf.year = new_year
2024 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2026 IF roll_fund.new_fund_id IS NULL THEN
2028 -- The old fund hasn't been propagated yet. Propagate it now.
2030 INSERT INTO acq.fund (
2042 roll_fund.currency_type,
2047 RETURNING id INTO new_fund;
2049 new_fund = roll_fund.new_fund_id;
2052 -- Determine the amount to transfer
2056 FROM acq.fund_spent_balance
2057 WHERE fund = roll_fund.old_fund;
2059 IF xfer_amount <> 0 THEN
2060 IF roll_fund.rollover THEN
2062 -- Transfer balance from old fund to new
2064 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2066 PERFORM acq.transfer_fund(
2076 -- Transfer balance from old fund to the void
2078 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2080 PERFORM acq.transfer_fund(
2091 IF roll_fund.rollover THEN
2093 -- Move any lineitems from the old fund to the new one
2094 -- where the associated debit is an encumbrance.
2096 -- Any other tables tying expenditure details to funds should
2097 -- receive similar treatment. At this writing there are none.
2099 UPDATE acq.lineitem_detail
2102 fund = roll_fund.old_fund -- this condition may be redundant
2108 fund = roll_fund.old_fund
2112 -- Move encumbrance debits from the old fund to the new fund
2114 UPDATE acq.fund_debit
2117 fund = roll_fund.old_fund
2121 -- Mark old fund as inactive, now that we've closed it
2125 WHERE id = roll_fund.old_fund;
2128 $$ LANGUAGE plpgsql;
2130 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
2134 ) RETURNS VOID AS $$
2138 new_year INT := old_year + 1;
2140 xfer_amount NUMERIC;
2149 IF old_year IS NULL THEN
2150 RAISE EXCEPTION 'Input year argument is NULL';
2151 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2152 RAISE EXCEPTION 'Input year is out of range';
2155 IF user_id IS NULL THEN
2156 RAISE EXCEPTION 'Input user id argument is NULL';
2159 IF org_unit_id IS NULL THEN
2160 RAISE EXCEPTION 'Org unit id argument is NULL';
2163 -- Validate the org unit
2168 WHERE id = org_unit_id;
2170 IF org_found IS NULL THEN
2171 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2175 -- Loop over the propagable funds to identify the details
2176 -- from the old fund plus the id of the new one, if it exists.
2180 oldf.id AS old_fund,
2186 newf.id AS new_fund_id
2189 LEFT JOIN acq.fund AS newf
2190 ON ( oldf.code = newf.code )
2192 oldf.year = old_year
2194 AND newf.year = new_year
2196 SELECT id FROM actor.org_unit_descendants( org_unit_id )
2199 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2201 IF roll_fund.new_fund_id IS NULL THEN
2203 -- The old fund hasn't been propagated yet. Propagate it now.
2205 INSERT INTO acq.fund (
2217 roll_fund.currency_type,
2222 RETURNING id INTO new_fund;
2224 new_fund = roll_fund.new_fund_id;
2227 -- Determine the amount to transfer
2231 FROM acq.fund_spent_balance
2232 WHERE fund = roll_fund.old_fund;
2234 IF xfer_amount <> 0 THEN
2235 IF roll_fund.rollover THEN
2237 -- Transfer balance from old fund to new
2239 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2241 PERFORM acq.transfer_fund(
2251 -- Transfer balance from old fund to the void
2253 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2255 PERFORM acq.transfer_fund(
2266 IF roll_fund.rollover THEN
2268 -- Move any lineitems from the old fund to the new one
2269 -- where the associated debit is an encumbrance.
2271 -- Any other tables tying expenditure details to funds should
2272 -- receive similar treatment. At this writing there are none.
2274 UPDATE acq.lineitem_detail
2277 fund = roll_fund.old_fund -- this condition may be redundant
2283 fund = roll_fund.old_fund
2287 -- Move encumbrance debits from the old fund to the new fund
2289 UPDATE acq.fund_debit
2292 fund = roll_fund.old_fund
2296 -- Mark old fund as inactive, now that we've closed it
2300 WHERE id = roll_fund.old_fund;
2303 $$ LANGUAGE plpgsql;
2305 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
2306 SELECT funding_source,
2307 SUM(amount) AS amount
2308 FROM acq.funding_source_credit
2311 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
2312 SELECT funding_source,
2313 SUM(a.amount)::NUMERIC(100,2) AS amount
2314 FROM acq.fund_allocation a
2317 CREATE OR REPLACE VIEW acq.funding_source_balance AS
2318 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
2319 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
2320 FROM acq.funding_source_credit_total c
2321 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
2324 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
2326 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
2327 FROM acq.fund_allocation a
2328 JOIN acq.fund f ON (a.fund = f.id)
2329 JOIN acq.funding_source s ON (a.funding_source = s.id)
2332 CREATE OR REPLACE VIEW acq.fund_debit_total AS
2333 SELECT fund.id AS fund,
2334 fund_debit.encumbrance AS encumbrance,
2335 SUM( COALESCE( fund_debit.amount, 0 ) ) AS amount
2336 FROM acq.fund AS fund
2337 LEFT JOIN acq.fund_debit AS fund_debit
2338 ON ( fund.id = fund_debit.fund )
2341 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
2343 SUM(amount) AS amount
2344 FROM acq.fund_debit_total
2345 WHERE encumbrance IS TRUE
2348 CREATE OR REPLACE VIEW acq.fund_spent_total AS
2350 SUM(amount) AS amount
2351 FROM acq.fund_debit_total
2352 WHERE encumbrance IS FALSE
2355 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
2357 c.amount - COALESCE(d.amount,0.0) AS amount
2358 FROM acq.fund_allocation_total c
2359 LEFT JOIN acq.fund_debit_total d USING (fund);
2361 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
2363 c.amount - COALESCE(d.amount,0.0) AS amount
2364 FROM acq.fund_allocation_total c
2365 LEFT JOIN acq.fund_spent_total d USING (fund);
2367 -- For each fund: the total allocation from all sources, in the
2368 -- currency of the fund (or 0 if there are no allocations)
2370 CREATE VIEW acq.all_fund_allocation_total AS
2373 COALESCE( SUM( a.amount * acq.exchange_ratio(
2374 s.currency_type, f.currency_type))::numeric(100,2), 0 )
2378 LEFT JOIN acq.fund_allocation a
2380 LEFT JOIN acq.funding_source s
2381 ON a.funding_source = s.id
2385 -- For every fund: the total encumbrances (or 0 if none),
2386 -- in the currency of the fund.
2388 CREATE VIEW acq.all_fund_encumbrance_total AS
2391 COALESCE( encumb.amount, 0 ) AS amount
2397 sum( amount ) AS amount
2404 ON f.id = encumb.fund;
2406 -- For every fund: the total spent (or 0 if none),
2407 -- in the currency of the fund.
2409 CREATE VIEW acq.all_fund_spent_total AS
2412 COALESCE( spent.amount, 0 ) AS amount
2418 sum( amount ) AS amount
2425 ON f.id = spent.fund;
2427 -- For each fund: the amount not yet spent, in the currency
2428 -- of the fund. May include encumbrances.
2430 CREATE VIEW acq.all_fund_spent_balance AS
2433 c.amount - d.amount AS amount
2434 FROM acq.all_fund_allocation_total c
2435 LEFT JOIN acq.all_fund_spent_total d USING (fund);
2437 -- For each fund: the amount neither spent nor encumbered,
2438 -- in the currency of the fund
2440 CREATE VIEW acq.all_fund_combined_balance AS
2443 a.amount - COALESCE( c.amount, 0 ) AS amount
2445 acq.all_fund_allocation_total a
2449 SUM( amount ) AS amount
2454 ) AS c USING ( fund );