BEGIN; SELECT evergreen.upgrade_deps_block_check('0720', :eg_version); ALTER TABLE config.circ_matrix_weights ADD COLUMN copy_location NUMERIC(6,2) NOT NULL DEFAULT 5.0; UPDATE config.circ_matrix_weights SET copy_location = 0.0 WHERE name = 'All_Equal'; ALTER TABLE config.circ_matrix_weights ALTER COLUMN copy_location DROP DEFAULT; -- for consistency w/ baseline schema ALTER TABLE config.circ_matrix_matchpoint ADD COLUMN copy_location INTEGER REFERENCES asset.copy_location (id) DEFERRABLE INITIALLY DEFERRED; DROP INDEX config.ccmm_once_per_paramset; CREATE UNIQUE INDEX ccmm_once_per_paramset ON config.circ_matrix_matchpoint (org_unit, grp, COALESCE(circ_modifier, ''), COALESCE(copy_location::TEXT, ''), 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; -- Linkage between limit sets and circ mods CREATE TABLE config.circ_limit_set_copy_loc_map ( id SERIAL PRIMARY KEY, limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED, copy_loc INT NOT NULL REFERENCES asset.copy_location (id) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED, CONSTRAINT cl_once_per_set UNIQUE (limit_set, copy_loc) ); -- Add support for checking config.circ_limit_set_copy_loc_map's 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 $func$ DECLARE user_object actor.usr%ROWTYPE; standing_penalty config.standing_penalty%ROWTYPE; item_object asset.copy%ROWTYPE; item_status_object config.copy_status%ROWTYPE; item_location_object asset.copy_location%ROWTYPE; result action.circ_matrix_test_result; circ_test action.found_circ_matrix_matchpoint; circ_matchpoint config.circ_matrix_matchpoint%ROWTYPE; circ_limit_set config.circ_limit_set%ROWTYPE; hold_ratio action.hold_stats%ROWTYPE; penalty_type TEXT; items_out INT; context_org_list INT[]; done BOOL := FALSE; BEGIN -- Assume success unless we hit a failure condition result.success := TRUE; -- Need user info to look up matchpoints SELECT INTO user_object * FROM actor.usr WHERE id = match_user AND NOT deleted; -- (Insta)Fail if we couldn't find the user IF user_object.id IS NULL THEN result.fail_part := 'no_user'; result.success := FALSE; done := TRUE; RETURN NEXT result; RETURN; END IF; -- Need item info to look up matchpoints SELECT INTO item_object * FROM asset.copy WHERE id = match_item AND NOT deleted; -- (Insta)Fail if we couldn't find the item IF item_object.id IS NULL THEN result.fail_part := 'no_item'; result.success := FALSE; done := TRUE; RETURN NEXT result; RETURN; END IF; SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, item_object, user_object, renewal); circ_matchpoint := circ_test.matchpoint; result.matchpoint := circ_matchpoint.id; result.circulate := circ_matchpoint.circulate; result.duration_rule := circ_matchpoint.duration_rule; result.recurring_fine_rule := circ_matchpoint.recurring_fine_rule; result.max_fine_rule := circ_matchpoint.max_fine_rule; result.hard_due_date := circ_matchpoint.hard_due_date; result.renewals := circ_matchpoint.renewals; result.grace_period := circ_matchpoint.grace_period; result.buildrows := circ_test.buildrows; -- (Insta)Fail if we couldn't find a matchpoint IF circ_test.success = false THEN result.fail_part := 'no_matchpoint'; result.success := FALSE; done := TRUE; RETURN NEXT result; RETURN; END IF; -- All failures before this point are non-recoverable -- Below this point are possibly overridable failures -- Fail if the user is barred IF user_object.barred IS TRUE THEN result.fail_part := 'actor.usr.barred'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; -- Fail if the item can't circulate IF item_object.circulate IS FALSE THEN result.fail_part := 'asset.copy.circulate'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; -- Fail if the item isn't in a circulateable status on a non-renewal IF NOT renewal AND item_object.status NOT IN ( 0, 7, 8 ) THEN result.fail_part := 'asset.copy.status'; result.success := FALSE; done := TRUE; RETURN NEXT result; -- Alternately, fail if the item isn't checked out on a renewal ELSIF renewal AND item_object.status <> 1 THEN result.fail_part := 'asset.copy.status'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; -- Fail if the item can't circulate because of the shelving location SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location; IF item_location_object.circulate IS FALSE THEN result.fail_part := 'asset.copy_location.circulate'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; -- Use Circ OU for penalties and such SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( circ_ou ); IF renewal THEN penalty_type = '%RENEW%'; ELSE penalty_type = '%CIRC%'; END IF; FOR standing_penalty IN SELECT DISTINCT csp.* FROM actor.usr_standing_penalty usp JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty) WHERE usr = match_user AND usp.org_unit IN ( SELECT * FROM unnest(context_org_list) ) AND (usp.stop_date IS NULL or usp.stop_date > NOW()) AND csp.block_list LIKE penalty_type LOOP result.fail_part := standing_penalty.name; result.success := FALSE; done := TRUE; RETURN NEXT result; END LOOP; -- Fail if the test is set to hard non-circulating IF circ_matchpoint.circulate IS FALSE THEN result.fail_part := 'config.circ_matrix_test.circulate'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; -- Fail if the total copy-hold ratio is too low IF circ_matchpoint.total_copy_hold_ratio IS NOT NULL THEN SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item); IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_matchpoint.total_copy_hold_ratio THEN result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; END IF; -- Fail if the available copy-hold ratio is too low IF circ_matchpoint.available_copy_hold_ratio IS NOT NULL THEN IF hold_ratio.hold_count IS NULL THEN SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item); END IF; IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_matchpoint.available_copy_hold_ratio THEN result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; END IF; -- Fail if the user has too many items out by defined limit sets FOR circ_limit_set IN SELECT ccls.* FROM config.circ_limit_set ccls JOIN config.circ_matrix_limit_set_map ccmlsm ON ccmlsm.limit_set = ccls.id WHERE ccmlsm.active AND ( ccmlsm.matchpoint = circ_matchpoint.id OR ( ccmlsm.matchpoint IN (SELECT * FROM unnest(result.buildrows)) AND ccmlsm.fallthrough ) ) LOOP IF circ_limit_set.items_out > 0 AND NOT renewal THEN SELECT INTO context_org_list ARRAY_AGG(aou.id) FROM actor.org_unit_full_path( circ_ou ) aou JOIN actor.org_unit_type aout ON aou.ou_type = aout.id WHERE aout.depth >= circ_limit_set.depth; IF circ_limit_set.global THEN WITH RECURSIVE descendant_depth AS ( SELECT ou.id, ou.parent_ou FROM actor.org_unit ou WHERE ou.id IN (SELECT * FROM unnest(context_org_list)) UNION SELECT ou.id, ou.parent_ou FROM actor.org_unit ou JOIN descendant_depth ot ON (ot.id = ou.parent_ou) ) SELECT INTO context_org_list ARRAY_AGG(ou.id) FROM actor.org_unit ou JOIN descendant_depth USING (id); END IF; SELECT INTO items_out COUNT(DISTINCT circ.id) FROM action.circulation circ JOIN asset.copy copy ON (copy.id = circ.target_copy) LEFT JOIN action.circulation_limit_group_map aclgm ON (circ.id = aclgm.circ) WHERE circ.usr = match_user AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list)) AND circ.checkin_time IS NULL AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL) AND (copy.circ_modifier IN (SELECT circ_mod FROM config.circ_limit_set_circ_mod_map WHERE limit_set = circ_limit_set.id) OR copy.location IN (SELECT copy_loc FROM config.circ_limit_set_copy_loc_map WHERE limit_set = circ_limit_set.id) OR aclgm.limit_group IN (SELECT limit_group FROM config.circ_limit_set_group_map WHERE limit_set = circ_limit_set.id) ); IF items_out >= circ_limit_set.items_out THEN result.fail_part := 'config.circ_matrix_circ_mod_test'; result.success := FALSE; done := TRUE; RETURN NEXT result; END IF; END IF; 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; END LOOP; -- If we passed everything, return the successful matchpoint IF NOT done THEN RETURN NEXT result; END IF; RETURN; END; $func$ LANGUAGE plpgsql; -- adding copy_loc to circ_matrix_matchpoint 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 $func$ DECLARE cn_object asset.call_number%ROWTYPE; rec_descriptor metabib.rec_descriptor%ROWTYPE; cur_matchpoint config.circ_matrix_matchpoint%ROWTYPE; matchpoint config.circ_matrix_matchpoint%ROWTYPE; weights config.circ_matrix_weights%ROWTYPE; user_age INTERVAL; my_item_age INTERVAL; denominator NUMERIC(6,2); row_list INT[]; result action.found_circ_matrix_matchpoint; BEGIN -- Assume failure result.success = false; -- Fetch useful data SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number; SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = cn_object.record; -- Pre-generate this so we only calc it once IF user_object.dob IS NOT NULL THEN SELECT INTO user_age age(user_object.dob); END IF; -- Ditto SELECT INTO my_item_age age(coalesce(item_object.active_date, now())); -- Grab the closest set circ weight setting. SELECT INTO weights cw.* FROM config.weight_assoc wa JOIN config.circ_matrix_weights cw ON (cw.id = wa.circ_weights) JOIN actor.org_unit_ancestors_distance( context_ou ) d ON (wa.org_unit = d.id) WHERE active ORDER BY d.distance LIMIT 1; -- No weights? Bad admin! Defaults to handle that anyway. IF weights.id IS NULL THEN weights.grp := 11.0; weights.org_unit := 10.0; weights.circ_modifier := 5.0; weights.copy_location := 5.0; weights.marc_type := 4.0; weights.marc_form := 3.0; weights.marc_bib_level := 2.0; weights.marc_vr_format := 2.0; weights.copy_circ_lib := 8.0; weights.copy_owning_lib := 8.0; weights.user_home_ou := 8.0; weights.ref_flag := 1.0; weights.juvenile_flag := 6.0; weights.is_renewal := 7.0; weights.usr_age_lower_bound := 0.0; weights.usr_age_upper_bound := 0.0; weights.item_age := 0.0; END IF; -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree -- If you break your org tree with funky parenting this may be wrong -- 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 -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting WITH all_distance(distance) AS ( SELECT depth AS distance FROM actor.org_unit_type UNION SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL)) ) SELECT INTO denominator MAX(distance) + 1 FROM all_distance; -- Loop over all the potential matchpoints FOR cur_matchpoint IN SELECT m.* FROM config.circ_matrix_matchpoint m /*LEFT*/ JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.grp = upgad.id /*LEFT*/ JOIN actor.org_unit_ancestors_distance( context_ou ) ctoua ON m.org_unit = ctoua.id LEFT JOIN actor.org_unit_ancestors_distance( cn_object.owning_lib ) cnoua ON m.copy_owning_lib = cnoua.id LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.copy_circ_lib = iooua.id LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id WHERE m.active -- Permission Groups -- AND (m.grp IS NULL OR upgad.id IS NOT NULL) -- Optional Permission Group? -- Org Units -- AND (m.org_unit IS NULL OR ctoua.id IS NOT NULL) -- Optional Org Unit? AND (m.copy_owning_lib IS NULL OR cnoua.id IS NOT NULL) AND (m.copy_circ_lib IS NULL OR iooua.id IS NOT NULL) AND (m.user_home_ou IS NULL OR uhoua.id IS NOT NULL) -- Circ Type AND (m.is_renewal IS NULL OR m.is_renewal = renewal) -- Static User Checks AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile) AND (m.usr_age_lower_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_lower_bound < user_age)) AND (m.usr_age_upper_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_upper_bound > user_age)) -- Static Item Checks AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier) AND (m.copy_location IS NULL OR m.copy_location = item_object.location) AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type)) AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form) AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level) AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format) AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref) AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age)) ORDER BY -- Permission Groups CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.grp - (upgad.distance/denominator)) ELSE 0.0 END + -- Org Units CASE WHEN ctoua.distance IS NOT NULL THEN 2^(2*weights.org_unit - (ctoua.distance/denominator)) ELSE 0.0 END + CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.copy_owning_lib - (cnoua.distance/denominator)) ELSE 0.0 END + CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.copy_circ_lib - (iooua.distance/denominator)) ELSE 0.0 END + CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END + -- Circ Type -- Note: 4^x is equiv to 2^(2*x) CASE WHEN m.is_renewal IS NOT NULL THEN 4^weights.is_renewal ELSE 0.0 END + -- Static User Checks CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END + CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 4^weights.usr_age_lower_bound ELSE 0.0 END + CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 4^weights.usr_age_upper_bound ELSE 0.0 END + -- Static Item Checks CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END + CASE WHEN m.copy_location IS NOT NULL THEN 4^weights.copy_location ELSE 0.0 END + CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END + CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END + CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END + CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END + -- Item age has a slight adjustment to weight based on value. -- This should ensure that a shorter age limit comes first when all else is equal. -- NOTE: This assumes that intervals will normally be in days. 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, -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order -- This prevents "we changed the table order by updating a rule, and we started getting different results" m.id LOOP -- Record the full matching row list row_list := row_list || cur_matchpoint.id; -- No matchpoint yet? IF matchpoint.id IS NULL THEN -- Take the entire matchpoint as a starting point matchpoint := cur_matchpoint; CONTINUE; -- No need to look at this row any more. END IF; -- Incomplete matchpoint? IF matchpoint.circulate IS NULL THEN matchpoint.circulate := cur_matchpoint.circulate; END IF; IF matchpoint.duration_rule IS NULL THEN matchpoint.duration_rule := cur_matchpoint.duration_rule; END IF; IF matchpoint.recurring_fine_rule IS NULL THEN matchpoint.recurring_fine_rule := cur_matchpoint.recurring_fine_rule; END IF; IF matchpoint.max_fine_rule IS NULL THEN matchpoint.max_fine_rule := cur_matchpoint.max_fine_rule; END IF; IF matchpoint.hard_due_date IS NULL THEN matchpoint.hard_due_date := cur_matchpoint.hard_due_date; END IF; IF matchpoint.total_copy_hold_ratio IS NULL THEN matchpoint.total_copy_hold_ratio := cur_matchpoint.total_copy_hold_ratio; END IF; IF matchpoint.available_copy_hold_ratio IS NULL THEN matchpoint.available_copy_hold_ratio := cur_matchpoint.available_copy_hold_ratio; END IF; IF matchpoint.renewals IS NULL THEN matchpoint.renewals := cur_matchpoint.renewals; END IF; IF matchpoint.grace_period IS NULL THEN matchpoint.grace_period := cur_matchpoint.grace_period; END IF; END LOOP; -- Check required fields IF matchpoint.circulate IS NOT NULL AND matchpoint.duration_rule IS NOT NULL AND matchpoint.recurring_fine_rule IS NOT NULL AND matchpoint.max_fine_rule IS NOT NULL THEN -- All there? We have a completed match. result.success := true; END IF; -- Include the assembled matchpoint, even if it isn't complete result.matchpoint := matchpoint; -- Include (for debugging) the full list of matching rows result.buildrows := row_list; -- Hand the result back to caller RETURN result; END; $func$ LANGUAGE plpgsql; COMMIT;