/* * Copyright (C) 2004-2008 Georgia Public Library Service * Copyright (C) 2007-2008 Equinox Software, Inc. * Mike Rylander * * This program is free software; you can redistribute it and/or * modify it under the terms of the GNU General Public License * as published by the Free Software Foundation; either version 2 * of the License, or (at your option) any later version. * * This program is distributed in the hope that it will be useful, * but WITHOUT ANY WARRANTY; without even the implied warranty of * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the * GNU General Public License for more details. * */ DROP SCHEMA money CASCADE; BEGIN; CREATE SCHEMA money; CREATE TABLE money.collections_tracker ( id BIGSERIAL PRIMARY KEY, usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED, -- actor.usr.id collector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED, location INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED, enter_time TIMESTAMP WITH TIME ZONE ); CREATE UNIQUE INDEX m_c_t_usr_collector_location_once_idx ON money.collections_tracker (usr, collector, location); CREATE TABLE money.billable_xact ( id BIGSERIAL PRIMARY KEY, usr INT NOT NULL, -- actor.usr.id xact_start TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(), xact_finish TIMESTAMP WITH TIME ZONE ); CREATE INDEX m_b_x_open_xacts_idx ON money.billable_xact (usr); CREATE TABLE money.grocery ( -- Catchall table for local billing billing_location INT NOT NULL, -- library creating transaction note TEXT ) INHERITS (money.billable_xact); ALTER TABLE money.grocery ADD PRIMARY KEY (id); CREATE INDEX circ_open_date_idx ON "money".grocery (xact_start) WHERE xact_finish IS NULL; CREATE INDEX m_g_usr_idx ON "money".grocery (usr); CREATE TABLE money.billing ( id BIGSERIAL PRIMARY KEY, xact BIGINT NOT NULL, -- money.billable_xact.id billing_ts TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(), voided BOOL NOT NULL DEFAULT FALSE, voider INT, void_time TIMESTAMP WITH TIME ZONE, amount NUMERIC(6,2) NOT NULL, billing_type TEXT NOT NULL, note TEXT ); CREATE INDEX m_b_xact_idx ON money.billing (xact); CREATE INDEX m_b_time_idx ON money.billing (billing_ts); CREATE TABLE money.payment ( id BIGSERIAL PRIMARY KEY, xact BIGINT NOT NULL, -- money.billable_xact.id payment_ts TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(), voided BOOL NOT NULL DEFAULT FALSE, amount NUMERIC(6,2) NOT NULL, note TEXT ); CREATE INDEX m_p_xact_idx ON money.payment (xact); CREATE INDEX m_p_time_idx ON money.payment (payment_ts); CREATE OR REPLACE VIEW money.payment_view AS SELECT p.*,c.relname AS payment_type FROM money.payment p JOIN pg_class c ON (p.tableoid = c.oid); CREATE OR REPLACE VIEW money.transaction_billing_type_summary AS SELECT xact, billing_type AS last_billing_type, LAST(note) AS last_billing_note, MAX(billing_ts) AS last_billing_ts, SUM(COALESCE(amount,0)) AS total_owed FROM money.billing WHERE voided IS FALSE GROUP BY xact,billing_type ORDER BY MAX(billing_ts); CREATE OR REPLACE VIEW money.transaction_billing_summary AS SELECT xact, LAST(billing_type) AS last_billing_type, LAST(note) AS last_billing_note, MAX(billing_ts) AS last_billing_ts, SUM(COALESCE(amount,0)) AS total_owed FROM money.billing WHERE voided IS FALSE GROUP BY xact ORDER BY MAX(billing_ts); CREATE OR REPLACE VIEW money.transaction_payment_summary AS SELECT xact, LAST(payment_type) AS last_payment_type, LAST(note) AS last_payment_note, MAX(payment_ts) as last_payment_ts, SUM(COALESCE(amount,0)) AS total_paid FROM money.payment_view WHERE voided IS FALSE GROUP BY xact ORDER BY MAX(payment_ts); CREATE OR REPLACE VIEW money.transaction_billing_with_void_summary AS SELECT xact, LAST(billing_type) AS last_billing_type, LAST(note) AS last_billing_note, MAX(billing_ts) AS last_billing_ts, SUM(CASE WHEN voided THEN 0 ELSE COALESCE(amount,0) END) AS total_owed FROM money.billing GROUP BY xact ORDER BY MAX(billing_ts); CREATE OR REPLACE VIEW money.transaction_payment_with_void_summary AS SELECT xact, LAST(payment_type) AS last_payment_type, LAST(note) AS last_payment_note, MAX(payment_ts) as last_payment_ts, SUM(CASE WHEN voided THEN 0 ELSE COALESCE(amount,0) END) AS total_paid FROM money.payment_view GROUP BY xact ORDER BY MAX(payment_ts); CREATE OR REPLACE VIEW money.open_transaction_billing_type_summary AS SELECT xact, billing_type AS last_billing_type, LAST(note) AS last_billing_note, MAX(billing_ts) AS last_billing_ts, SUM(COALESCE(amount,0)) AS total_owed FROM money.billing WHERE voided IS FALSE GROUP BY xact,billing_type ORDER BY MAX(billing_ts); CREATE OR REPLACE VIEW money.open_transaction_billing_summary AS SELECT xact, LAST(billing_type) AS last_billing_type, LAST(note) AS last_billing_note, MAX(billing_ts) AS last_billing_ts, SUM(COALESCE(amount,0)) AS total_owed FROM money.billing WHERE voided IS FALSE GROUP BY xact ORDER BY MAX(billing_ts); CREATE OR REPLACE VIEW money.open_transaction_payment_summary AS SELECT xact, LAST(payment_type) AS last_payment_type, LAST(note) AS last_payment_note, MAX(payment_ts) as last_payment_ts, SUM(COALESCE(amount,0)) AS total_paid FROM money.payment_view WHERE voided IS FALSE GROUP BY xact ORDER BY MAX(payment_ts); /* Replacing with the one below. CREATE OR REPLACE VIEW money.billable_xact_with_void_summary AS SELECT xact.id AS id, xact.usr AS usr, xact.xact_start AS xact_start, xact.xact_finish AS xact_finish, credit.total_paid, credit.last_payment_ts, credit.last_payment_note, credit.last_payment_type, debit.total_owed, debit.last_billing_ts, debit.last_billing_note, debit.last_billing_type, COALESCE(debit.total_owed,0) - COALESCE(credit.total_paid,0) AS balance_owed, p.relname AS xact_type FROM money.billable_xact xact JOIN pg_class p ON (xact.tableoid = p.oid) LEFT JOIN money.transaction_billing_with_void_summary debit ON (xact.id = debit.xact) LEFT JOIN money.transaction_payment_with_void_summary credit ON (xact.id = credit.xact); */ CREATE OR REPLACE VIEW money.billable_xact_with_void_summary AS SELECT xact.id AS id, xact.usr AS usr, xact.xact_start AS xact_start, xact.xact_finish AS xact_finish, SUM(credit.amount) AS total_paid, MAX(credit.payment_ts) AS last_payment_ts, LAST(credit.note) AS last_payment_note, LAST(credit.payment_type) AS last_payment_type, SUM(debit.amount) AS total_owed, MAX(debit.billing_ts) AS last_billing_ts, LAST(debit.note) AS last_billing_note, LAST(debit.billing_type) AS last_billing_type, COALESCE(SUM(debit.amount),0) - COALESCE(SUM(credit.amount),0) AS balance_owed, p.relname AS xact_type FROM money.billable_xact xact JOIN pg_class p ON (xact.tableoid = p.oid) LEFT JOIN money.billing debit ON (xact.id = debit.xact) LEFT JOIN money.payment_view credit ON (xact.id = credit.xact) GROUP BY 1,2,3,4,14 ORDER BY MAX(debit.billing_ts), MAX(credit.payment_ts); /* Replacing with the version below CREATE OR REPLACE VIEW money.billable_xact_summary AS SELECT xact.id AS id, xact.usr AS usr, xact.xact_start AS xact_start, xact.xact_finish AS xact_finish, credit.total_paid, credit.last_payment_ts, credit.last_payment_note, credit.last_payment_type, debit.total_owed, debit.last_billing_ts, debit.last_billing_note, debit.last_billing_type, COALESCE(debit.total_owed,0) - COALESCE(credit.total_paid,0) AS balance_owed, p.relname AS xact_type FROM money.billable_xact xact JOIN pg_class p ON (xact.tableoid = p.oid) LEFT JOIN money.transaction_billing_summary debit ON (xact.id = debit.xact) LEFT JOIN money.transaction_payment_summary credit ON (xact.id = credit.xact); CREATE OR REPLACE VIEW money.billable_xact_summary AS SELECT xact.id AS id, xact.usr AS usr, xact.xact_start AS xact_start, xact.xact_finish AS xact_finish, SUM(credit.amount) AS total_paid, MAX(credit.payment_ts) AS last_payment_ts, LAST(credit.note) AS last_payment_note, LAST(credit.payment_type) AS last_payment_type, SUM(debit.amount) AS total_owed, MAX(debit.billing_ts) AS last_billing_ts, LAST(debit.note) AS last_billing_note, LAST(debit.billing_type) AS last_billing_type, COALESCE(SUM(debit.amount),0) - COALESCE(SUM(credit.amount),0) AS balance_owed, p.relname AS xact_type FROM money.billable_xact xact JOIN pg_class p ON (xact.tableoid = p.oid) LEFT JOIN money.billing debit ON (xact.id = debit.xact AND debit.voided IS FALSE) LEFT JOIN money.payment_view credit ON (xact.id = credit.xact AND credit.voided IS FALSE) GROUP BY 1,2,3,4,14 ORDER BY MAX(debit.billing_ts), MAX(credit.payment_ts); */ CREATE OR REPLACE VIEW money.billable_xact_summary AS SELECT xact.id, xact.usr, xact.xact_start, xact.xact_finish, credit.amount AS total_paid, credit.payment_ts AS last_payment_ts, credit.note AS last_payment_note, credit.payment_type AS last_payment_type, debit.amount AS total_owed, debit.billing_ts AS last_billing_ts, debit.note AS last_billing_note, debit.billing_type AS last_billing_type, COALESCE(debit.amount, 0::numeric) - COALESCE(credit.amount, 0::numeric) AS balance_owed, p.relname AS xact_type FROM money.billable_xact xact JOIN pg_class p ON xact.tableoid = p.oid LEFT JOIN ( SELECT billing.xact, sum(billing.amount) AS amount, max(billing.billing_ts) AS billing_ts, last(billing.note) AS note, last(billing.billing_type) AS billing_type FROM money.billing WHERE billing.voided IS FALSE GROUP BY billing.xact ) debit ON xact.id = debit.xact LEFT JOIN ( SELECT payment_view.xact, sum(payment_view.amount) AS amount, max(payment_view.payment_ts) AS payment_ts, last(payment_view.note) AS note, last(payment_view.payment_type) AS payment_type FROM money.payment_view WHERE payment_view.voided IS FALSE GROUP BY payment_view.xact ) credit ON xact.id = credit.xact ORDER BY debit.billing_ts, credit.payment_ts; CREATE OR REPLACE VIEW money.usr_summary AS SELECT usr, SUM(total_paid) AS total_paid, SUM(total_owed) AS total_owed, SUM(balance_owed) AS balance_owed FROM money.billable_xact_summary GROUP BY 1; CREATE OR REPLACE VIEW money.usr_circulation_summary AS SELECT usr, SUM(total_paid) AS total_paid, SUM(total_owed) AS total_owed, SUM(balance_owed) AS balance_owed FROM money.billable_xact_summary WHERE xact_type = 'circulation' GROUP BY 1; CREATE TABLE money.bnm_payment ( amount_collected NUMERIC(6,2) NOT NULL, accepting_usr INT NOT NULL ) INHERITS (money.payment); ALTER TABLE money.bnm_payment ADD PRIMARY KEY (id); CREATE TABLE money.forgive_payment () INHERITS (money.bnm_payment); ALTER TABLE money.forgive_payment ADD PRIMARY KEY (id); CREATE INDEX money_forgive_id_idx ON money.forgive_payment (id); CREATE INDEX money_forgive_payment_xact_idx ON money.forgive_payment (xact); CREATE INDEX money_forgive_payment_payment_ts_idx ON money.forgive_payment (payment_ts); CREATE INDEX money_forgive_payment_accepting_usr_idx ON money.forgive_payment (accepting_usr); CREATE TABLE money.work_payment () INHERITS (money.bnm_payment); ALTER TABLE money.work_payment ADD PRIMARY KEY (id); CREATE INDEX money_work_id_idx ON money.work_payment (id); CREATE INDEX money_work_payment_xact_idx ON money.work_payment (xact); CREATE INDEX money_work_payment_payment_ts_idx ON money.work_payment (payment_ts); CREATE INDEX money_work_payment_accepting_usr_idx ON money.work_payment (accepting_usr); CREATE TABLE money.credit_payment () INHERITS (money.bnm_payment); ALTER TABLE money.credit_payment ADD PRIMARY KEY (id); CREATE INDEX money_credit_id_idx ON money.credit_payment (id); CREATE INDEX money_credit_payment_xact_idx ON money.credit_payment (xact); CREATE INDEX money_credit_payment_payment_ts_idx ON money.credit_payment (payment_ts); CREATE INDEX money_credit_payment_accepting_usr_idx ON money.credit_payment (accepting_usr); CREATE TABLE money.goods_payment () INHERITS (money.bnm_payment); ALTER TABLE money.goods_payment ADD PRIMARY KEY (id); CREATE INDEX money_goods_id_idx ON money.goods_payment (id); CREATE INDEX money_goods_payment_xact_idx ON money.goods_payment (xact); CREATE INDEX money_goods_payment_payment_ts_idx ON money.goods_payment (payment_ts); CREATE INDEX money_goods_payment_accepting_usr_idx ON money.goods_payment (accepting_usr); CREATE TABLE money.bnm_desk_payment ( cash_drawer INT REFERENCES actor.workstation (id) DEFERRABLE INITIALLY DEFERRED ) INHERITS (money.bnm_payment); ALTER TABLE money.bnm_desk_payment ADD PRIMARY KEY (id); CREATE OR REPLACE VIEW money.desk_payment_view AS SELECT p.*,c.relname AS payment_type FROM money.bnm_desk_payment p JOIN pg_class c ON (p.tableoid = c.oid); CREATE OR REPLACE VIEW money.bnm_payment_view AS SELECT p.*,c.relname AS payment_type FROM money.bnm_payment p JOIN pg_class c ON (p.tableoid = c.oid); CREATE TABLE money.cash_payment () INHERITS (money.bnm_desk_payment); ALTER TABLE money.cash_payment ADD PRIMARY KEY (id); CREATE INDEX money_cash_id_idx ON money.cash_payment (id); CREATE INDEX money_cash_payment_xact_idx ON money.cash_payment (xact); CREATE INDEX money_cash_payment_ts_idx ON money.cash_payment (payment_ts); CREATE INDEX money_cash_payment_accepting_usr_idx ON money.cash_payment (accepting_usr); CREATE INDEX money_cash_payment_cash_drawer_idx ON money.cash_payment (cash_drawer); CREATE TABLE money.check_payment ( check_number TEXT NOT NULL ) INHERITS (money.bnm_desk_payment); ALTER TABLE money.check_payment ADD PRIMARY KEY (id); CREATE INDEX money_check_payment_xact_idx ON money.check_payment (xact); CREATE INDEX money_check_id_idx ON money.check_payment (id); CREATE INDEX money_check_payment_ts_idx ON money.check_payment (payment_ts); CREATE INDEX money_check_payment_accepting_usr_idx ON money.check_payment (accepting_usr); CREATE INDEX money_check_payment_cash_drawer_idx ON money.check_payment (cash_drawer); CREATE TABLE money.credit_card_payment ( cc_type TEXT NOT NULL, cc_number TEXT NOT NULL, expire_month INT NOT NULL, expire_year INT NOT NULL, approval_code TEXT NOT NULL ) INHERITS (money.bnm_desk_payment); ALTER TABLE money.credit_card_payment ADD PRIMARY KEY (id); CREATE INDEX money_credit_card_payment_xact_idx ON money.credit_card_payment (xact); CREATE INDEX money_credit_card_id_idx ON money.credit_card_payment (id); CREATE INDEX money_credit_card_payment_ts_idx ON money.credit_card_payment (payment_ts); CREATE INDEX money_credit_card_payment_accepting_usr_idx ON money.credit_card_payment (accepting_usr); CREATE INDEX money_credit_card_payment_cash_drawer_idx ON money.credit_card_payment (cash_drawer); CREATE OR REPLACE VIEW money.non_drawer_payment_view AS SELECT p.*, c.relname AS payment_type FROM money.bnm_payment p JOIN pg_class c ON p.tableoid = c.oid WHERE c.relname NOT IN ('cash_payment','check_payment','credit_card_payment'); CREATE OR REPLACE VIEW money.cashdrawer_payment_view AS SELECT ou.id AS org_unit, ws.id AS cashdrawer, t.payment_type AS payment_type, p.payment_ts AS payment_ts, p.amount AS amount, p.voided AS voided, p.note AS note FROM actor.org_unit ou JOIN actor.workstation ws ON (ou.id = ws.owning_lib) LEFT JOIN money.bnm_desk_payment p ON (ws.id = p.cash_drawer) LEFT JOIN money.payment_view t ON (p.id = t.id); COMMIT;