4 CREATE OR REPLACE FUNCTION explode_array(anyarray) RETURNS SETOF anyelement AS $BODY$
5 SELECT ($1)[s] FROM generate_series(1, array_upper($1, 1)) AS s;
7 LANGUAGE 'sql' IMMUTABLE;
9 -- NOTE: current config.item_type should get sip2_media_type and magnetic_media columns
11 -- New table needed to handle circ modifiers inside the DB. Will still require
12 -- central admin. The circ_modifier column on asset.copy will become an fkey to this table.
13 CREATE TABLE config.circ_modifier (
14 code TEXT PRIMARY KEY,
15 name TEXT UNIQUE NOT NULL,
16 description TEXT NOT NULL,
17 sip2_media_type TEXT NOT NULL,
18 magnetic_media BOOL NOT NULL DEFAULT TRUE
23 INSERT INTO config.circ_modifier VALUES ( 'DVD', 'DVD', 'um ... DVDs', '001', FALSE );
24 INSERT INTO config.circ_modifier VALUES ( 'VIDEO', 'VIDEO', 'Tapes', '001', TRUE );
25 INSERT INTO config.circ_modifier VALUES ( 'BOOK', 'BOOK', 'Dead tree', '001', FALSE );
26 INSERT INTO config.circ_modifier VALUES ( 'CRAZY_ARL-ATH_SETTING', 'R2R_TAPE', 'reel2reel tape', '007', TRUE );
29 -- But, just to get us started, use this
32 UPDATE asset.copy SET circ_modifier = UPPER(circ_modifier) WHERE circ_modifier IS NOT NULL AND circ_modifier <> '';
33 UPDATE asset.copy SET circ_modifier = NULL WHERE circ_modifier = '';
35 INSERT INTO config.circ_modifier (code, name, description, sip2_media_type )
42 WHERE circ_modifier IS NOT NULL;
46 -- add an fkey pointing to the new circ mod table
47 ALTER TABLE asset.copy ADD CONSTRAINT circ_mod_fkey FOREIGN KEY (circ_modifier) REFERENCES config.circ_modifier (code) ON UPDATE CASCADE ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED;
49 -- config table to hold the vr_format names
50 CREATE TABLE config.videorecording_format_map (
51 code TEXT PRIMARY KEY,
55 INSERT INTO config.videorecording_format_map VALUES ('a','Beta');
56 INSERT INTO config.videorecording_format_map VALUES ('b','VHS');
57 INSERT INTO config.videorecording_format_map VALUES ('c','U-matic');
58 INSERT INTO config.videorecording_format_map VALUES ('d','EIAJ');
59 INSERT INTO config.videorecording_format_map VALUES ('e','Type C');
60 INSERT INTO config.videorecording_format_map VALUES ('f','Quadruplex');
61 INSERT INTO config.videorecording_format_map VALUES ('g','Laserdisc');
62 INSERT INTO config.videorecording_format_map VALUES ('h','CED');
63 INSERT INTO config.videorecording_format_map VALUES ('i','Betacam');
64 INSERT INTO config.videorecording_format_map VALUES ('j','Betacam SP');
65 INSERT INTO config.videorecording_format_map VALUES ('k','Super-VHS');
66 INSERT INTO config.videorecording_format_map VALUES ('m','M-II');
67 INSERT INTO config.videorecording_format_map VALUES ('o','D-2');
68 INSERT INTO config.videorecording_format_map VALUES ('p','8 mm.');
69 INSERT INTO config.videorecording_format_map VALUES ('q','Hi-8 mm.');
70 INSERT INTO config.videorecording_format_map VALUES ('u','Unknown');
71 INSERT INTO config.videorecording_format_map VALUES ('v','DVD');
72 INSERT INTO config.videorecording_format_map VALUES ('z','Other');
77 ** Here we define the tables that make up the circ matrix. Conceptually, this implements
78 ** the "sparse matrix" that everyone talks about, instead of using traditional rules logic.
79 ** Physically, we cut the matrix up into separate tables (almost 3rd normal form!) that handle
80 ** different portions of the matrix. This wil simplify creation of the UI (I hope), and help the
81 ** developers focus on specific parts of the matrix.
86 -- ****** Which ruleset and tests to use *******
88 -- * Most specific range for org_unit and grp wins.
90 -- * circ_modifier match takes precidence over marc_type match, if circ_modifier is set here
92 -- * marc_type is first checked against the circ_as_type from the copy, then the item type from the marc record
94 -- * If neither circ_modifier nor marc_type is set (both are NULLABLE) then the entry defines the default
95 -- ruleset and tests for the OU + group (like BOOK in PINES)
98 CREATE TABLE config.circ_matrix_matchpoint (
99 id SERIAL PRIMARY KEY,
100 active BOOL NOT NULL DEFAULT TRUE,
101 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top OU for the matchpoint applicability range; we can use org_unit_prox to choose the "best"
102 grp INT NOT NULL REFERENCES permission.grp_tree (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top applicable group from the group tree; will need descendents and prox functions for filtering
103 circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
104 marc_type TEXT REFERENCES config.item_type_map (code) DEFERRABLE INITIALLY DEFERRED,
105 marc_form TEXT REFERENCES config.item_form_map (code) DEFERRABLE INITIALLY DEFERRED,
106 marc_vr_format TEXT REFERENCES config.videorecording_format_map (code) DEFERRABLE INITIALLY DEFERRED,
110 usr_age_lower_bound INTERVAL,
111 usr_age_upper_bound INTERVAL,
112 circulate BOOL NOT NULL DEFAULT TRUE, -- Hard "can't circ" flag requiring an override
113 duration_rule INT NOT NULL REFERENCES config.rule_circ_duration (id) DEFERRABLE INITIALLY DEFERRED,
114 recurring_fine_rule INT NOT NULL REFERENCES config.rule_recurring_fine (id) DEFERRABLE INITIALLY DEFERRED,
115 max_fine_rule INT NOT NULL REFERENCES config.rule_max_fine (id) DEFERRABLE INITIALLY DEFERRED,
116 script_test TEXT, -- javascript source
117 total_copy_hold_ratio FLOAT,
118 available_copy_hold_ratio FLOAT,
119 CONSTRAINT ep_once_per_grp_loc_mod_marc UNIQUE (grp, org_unit, circ_modifier, marc_type, marc_form, marc_vr_format, ref_flag, juvenile_flag, usr_age_lower_bound, usr_age_upper_bound, is_renewal)
123 -- Tests for max items out by circ_modifier
124 CREATE TABLE config.circ_matrix_circ_mod_test (
125 id SERIAL PRIMARY KEY,
126 matchpoint INT NOT NULL REFERENCES config.circ_matrix_matchpoint (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
127 items_out INT NOT NULL -- Total current active circulations must be less than this, NULL means skip (always pass)
130 CREATE TABLE config.circ_matrix_circ_mod_test_map (
131 id SERIAL PRIMARY KEY,
132 circ_mod_test INT NOT NULL REFERENCES config.circ_matrix_circ_mod_test (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
133 circ_mod TEXT NOT NULL REFERENCES config.circ_modifier (code) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
134 CONSTRAINT cm_once_per_test UNIQUE (circ_mod_test, circ_mod)
137 CREATE OR REPLACE FUNCTION action.find_circ_matrix_matchpoint( context_ou INT, match_item BIGINT, match_user INT, renewal BOOL ) RETURNS config.circ_matrix_matchpoint AS $func$
139 current_group permission.grp_tree%ROWTYPE;
140 user_object actor.usr%ROWTYPE;
141 item_object asset.copy%ROWTYPE;
142 rec_descriptor metabib.rec_descriptor%ROWTYPE;
143 current_mp config.circ_matrix_matchpoint%ROWTYPE;
144 matchpoint config.circ_matrix_matchpoint%ROWTYPE;
146 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
147 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
148 SELECT INTO rec_descriptor r.* FROM metabib.rec_descriptor r JOIN asset.call_number c USING (record) WHERE c.id = item_object.call_number;
149 SELECT INTO current_group * FROM permission.grp_tree WHERE id = user_object.profile;
152 -- for each potential matchpoint for this ou and group ...
155 FROM config.circ_matrix_matchpoint m
156 JOIN actor.org_unit_ancestors( context_ou ) d ON (m.org_unit = d.id)
157 LEFT JOIN actor.org_unit_proximity p ON (p.from_org = context_ou AND p.to_org = d.id)
158 WHERE m.grp = current_group.id AND m.active
159 ORDER BY CASE WHEN p.prox IS NULL THEN 999 ELSE p.prox END,
160 CASE WHEN m.is_renewal = renewal THEN 128 ELSE 0 END +
161 CASE WHEN m.juvenile_flag IS NOT NULL THEN 64 ELSE 0 END +
162 CASE WHEN m.circ_modifier IS NOT NULL THEN 32 ELSE 0 END +
163 CASE WHEN m.marc_type IS NOT NULL THEN 16 ELSE 0 END +
164 CASE WHEN m.marc_form IS NOT NULL THEN 8 ELSE 0 END +
165 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4 ELSE 0 END +
166 CASE WHEN m.ref_flag IS NOT NULL THEN 2 ELSE 0 END +
167 CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 0.5 ELSE 0 END +
168 CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 0.5 ELSE 0 END DESC LOOP
170 IF current_mp.circ_modifier IS NOT NULL THEN
171 CONTINUE WHEN current_mp.circ_modifier <> item_object.circ_modifier OR item_object.circ_modifier IS NULL;
174 IF current_mp.marc_type IS NOT NULL THEN
175 IF item_object.circ_as_type IS NOT NULL THEN
176 CONTINUE WHEN current_mp.marc_type <> item_object.circ_as_type;
178 CONTINUE WHEN current_mp.marc_type <> rec_descriptor.item_type;
182 IF current_mp.marc_form IS NOT NULL THEN
183 CONTINUE WHEN current_mp.marc_form <> rec_descriptor.item_form;
186 IF current_mp.marc_vr_format IS NOT NULL THEN
187 CONTINUE WHEN current_mp.marc_vr_format <> rec_descriptor.vr_format;
190 IF current_mp.ref_flag IS NOT NULL THEN
191 CONTINUE WHEN current_mp.ref_flag <> item_object.ref;
194 IF current_mp.juvenile_flag IS NOT NULL THEN
195 CONTINUE WHEN current_mp.juvenile_flag <> user_object.juvenile;
198 IF current_mp.usr_age_lower_bound IS NOT NULL THEN
199 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_lower_bound < age(user_object.dob);
202 IF current_mp.usr_age_upper_bound IS NOT NULL THEN
203 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_upper_bound > age(user_object.dob);
207 -- everything was undefined or matched
208 matchpoint = current_mp;
210 EXIT WHEN matchpoint.id IS NOT NULL;
213 EXIT WHEN current_group.parent IS NULL OR matchpoint.id IS NOT NULL;
215 SELECT INTO current_group * FROM permission.grp_tree WHERE id = current_group.parent;
220 $func$ LANGUAGE plpgsql;
222 CREATE TYPE action.hold_stats AS (
226 total_copy_ratio FLOAT,
227 available_copy_ratio FLOAT
230 CREATE OR REPLACE FUNCTION action.copy_related_hold_stats (copy_id INT) RETURNS action.hold_stats AS $func$
232 output action.hold_stats%ROWTYPE;
235 available_count INT := 0;
236 hold_map_data RECORD;
239 output.hold_count := 0;
240 output.copy_count := 0;
241 output.available_count := 0;
243 SELECT COUNT( DISTINCT m.hold ) INTO hold_count
244 FROM action.hold_copy_map m
245 JOIN action.hold_request h ON (m.hold = h.id)
246 WHERE m.target_copy = copy_id
249 output.hold_count := hold_count;
251 IF output.hold_count > 0 THEN
253 SELECT DISTINCT m.target_copy,
255 FROM action.hold_copy_map m
256 JOIN asset.copy acp ON (m.target_copy = acp.id)
257 JOIN action.hold_request h ON (m.hold = h.id)
258 WHERE m.hold IN ( SELECT DISTINCT hold FROM action.hold_copy_map WHERE target_copy = copy_id ) AND NOT h.frozen
260 output.copy_count := output.copy_count + 1;
261 IF hold_map_data.status IN (0,7,12) THEN
262 output.available_count := output.available_count + 1;
265 output.total_copy_ratio = output.copy_count::FLOAT / output.hold_count::FLOAT;
266 output.available_copy_ratio = output.available_count::FLOAT / output.hold_count::FLOAT;
273 $func$ LANGUAGE PLPGSQL;
275 CREATE TYPE action.matrix_test_result AS ( success BOOL, matchpoint INT, fail_part TEXT );
276 CREATE OR REPLACE FUNCTION action.item_user_circ_test( circ_ou INT, match_item BIGINT, match_user INT, renewal BOOL ) RETURNS SETOF action.matrix_test_result AS $func$
278 user_object actor.usr%ROWTYPE;
279 standing_penalty config.standing_penalty%ROWTYPE;
280 item_object asset.copy%ROWTYPE;
281 item_status_object config.copy_status%ROWTYPE;
282 item_location_object asset.copy_location%ROWTYPE;
283 result action.matrix_test_result;
284 circ_test config.circ_matrix_matchpoint%ROWTYPE;
285 out_by_circ_mod config.circ_matrix_circ_mod_test%ROWTYPE;
286 circ_mod_map config.circ_matrix_circ_mod_test_map%ROWTYPE;
287 hold_ratio action.hold_stats%ROWTYPE;
291 context_org_list INT[];
294 result.success := TRUE;
296 -- Fail if the user is BARRED
297 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
299 -- Fail if we couldn't find the user
300 IF user_object.id IS NULL THEN
301 result.fail_part := 'no_user';
302 result.success := FALSE;
308 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
310 -- Fail if we couldn't find the item
311 IF item_object.id IS NULL THEN
312 result.fail_part := 'no_item';
313 result.success := FALSE;
319 SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, match_item, match_user, renewal);
320 result.matchpoint := circ_test.id;
322 -- Fail if we couldn't find a matchpoint
323 IF result.matchpoint IS NULL THEN
324 result.fail_part := 'no_matchpoint';
325 result.success := FALSE;
330 IF user_object.barred IS TRUE THEN
331 result.fail_part := 'actor.usr.barred';
332 result.success := FALSE;
337 -- Fail if the item can't circulate
338 IF item_object.circulate IS FALSE THEN
339 result.fail_part := 'asset.copy.circulate';
340 result.success := FALSE;
345 -- Fail if the item isn't in a circulateable status on a non-renewal
346 IF NOT renewal AND item_object.status NOT IN ( 0, 7, 8 ) THEN
347 result.fail_part := 'asset.copy.status';
348 result.success := FALSE;
351 ELSIF renewal AND item_object.status <> 1 THEN
352 result.fail_part := 'asset.copy.status';
353 result.success := FALSE;
358 -- Fail if the item can't circulate because of the shelving location
359 SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
360 IF item_location_object.circulate IS FALSE THEN
361 result.fail_part := 'asset.copy_location.circulate';
362 result.success := FALSE;
367 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( circ_test.org_unit );
369 -- Fail if the test is set to hard non-circulating
370 IF circ_test.circulate IS FALSE THEN
371 result.fail_part := 'config.circ_matrix_test.circulate';
372 result.success := FALSE;
377 -- Fail if the total copy-hold ratio is too low
378 IF circ_test.total_copy_hold_ratio IS NOT NULL THEN
379 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
380 IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_test.total_copy_hold_ratio THEN
381 result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio';
382 result.success := FALSE;
388 -- Fail if the available copy-hold ratio is too low
389 IF circ_test.available_copy_hold_ratio IS NOT NULL THEN
390 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
391 IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_test.available_copy_hold_ratio THEN
392 result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio';
393 result.success := FALSE;
400 penalty_type = '%RENEW%';
402 penalty_type = '%CIRC%';
405 FOR standing_penalty IN
406 SELECT DISTINCT csp.*
407 FROM actor.usr_standing_penalty usp
408 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
409 WHERE usr = match_user
410 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
411 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
412 AND csp.block_list LIKE penalty_type LOOP
414 result.fail_part := standing_penalty.name;
415 result.success := FALSE;
420 -- Fail if the user has too many items with specific circ_modifiers checked out
421 FOR out_by_circ_mod IN SELECT * FROM config.circ_matrix_circ_mod_test WHERE matchpoint = circ_test.id LOOP
422 SELECT INTO items_out COUNT(*)
423 FROM action.circulation circ
424 JOIN asset.copy cp ON (cp.id = circ.target_copy)
425 WHERE circ.usr = match_user
426 AND circ.circ_lib IN ( SELECT * FROM explode_array(context_org_list) )
427 AND circ.checkin_time IS NULL
428 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL)
429 AND cp.circ_modifier IN (SELECT circ_mod FROM config.circ_matrix_circ_mod_test_map WHERE circ_mod_test = out_by_circ_mod.id);
430 IF items_out >= out_by_circ_mod.items_out THEN
431 result.fail_part := 'config.circ_matrix_circ_mod_test';
432 result.success := FALSE;
438 -- If we passed everything, return the successful matchpoint id
445 $func$ LANGUAGE plpgsql;
447 CREATE OR REPLACE FUNCTION action.item_user_circ_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
448 SELECT * FROM action.item_user_circ_test( $1, $2, $3, FALSE );
451 CREATE OR REPLACE FUNCTION action.item_user_renew_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
452 SELECT * FROM action.item_user_circ_test( $1, $2, $3, TRUE );
456 CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
458 user_object actor.usr%ROWTYPE;
459 new_sp_row actor.usr_standing_penalty%ROWTYPE;
460 existing_sp_row actor.usr_standing_penalty%ROWTYPE;
461 collections_fines permission.grp_penalty_threshold%ROWTYPE;
462 max_fines permission.grp_penalty_threshold%ROWTYPE;
463 max_overdue permission.grp_penalty_threshold%ROWTYPE;
464 max_items_out permission.grp_penalty_threshold%ROWTYPE;
468 context_org_list INT[];
469 current_fines NUMERIC(8,2) := 0.0;
470 tmp_fines NUMERIC(8,2);
473 tmp_org actor.org_unit%ROWTYPE;
474 tmp_penalty config.standing_penalty%ROWTYPE;
477 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
480 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
482 -- Fail if the user has a high fine balance
484 tmp_grp := user_object.profile;
486 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 1 AND org_unit = tmp_org.id;
488 IF max_fines.threshold IS NULL THEN
489 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
494 IF tmp_grp IS NULL THEN
499 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
503 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
507 IF max_fines.threshold IS NOT NULL THEN
509 FOR existing_sp_row IN
511 FROM actor.usr_standing_penalty
512 WHERE usr = match_user
513 AND org_unit = max_fines.org_unit
514 AND (stop_date IS NULL or stop_date > NOW())
515 AND standing_penalty = 1
517 RETURN NEXT existing_sp_row;
520 SELECT SUM(f.balance_owed) INTO current_fines
521 FROM money.materialized_billable_xact_summary f
524 FROM booking.reservation r
525 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
526 WHERE usr = match_user
527 AND xact_finish IS NULL
531 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
532 WHERE usr = match_user
533 AND xact_finish IS NULL
536 FROM action.circulation circ
537 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
538 WHERE usr = match_user
539 AND xact_finish IS NULL ) l USING (id);
541 IF current_fines >= max_fines.threshold THEN
542 new_sp_row.usr := match_user;
543 new_sp_row.org_unit := max_fines.org_unit;
544 new_sp_row.standing_penalty := 1;
545 RETURN NEXT new_sp_row;
549 -- Start over for max overdue
550 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
552 -- Fail if the user has too many overdue items
554 tmp_grp := user_object.profile;
557 SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 2 AND org_unit = tmp_org.id;
559 IF max_overdue.threshold IS NULL THEN
560 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
565 IF tmp_grp IS NULL THEN
570 IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
574 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
578 IF max_overdue.threshold IS NOT NULL THEN
580 FOR existing_sp_row IN
582 FROM actor.usr_standing_penalty
583 WHERE usr = match_user
584 AND org_unit = max_overdue.org_unit
585 AND (stop_date IS NULL or stop_date > NOW())
586 AND standing_penalty = 2
588 RETURN NEXT existing_sp_row;
591 SELECT INTO items_overdue COUNT(*)
592 FROM action.circulation circ
593 JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
594 WHERE circ.usr = match_user
595 AND circ.checkin_time IS NULL
596 AND circ.due_date < NOW()
597 AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
599 IF items_overdue >= max_overdue.threshold::INT THEN
600 new_sp_row.usr := match_user;
601 new_sp_row.org_unit := max_overdue.org_unit;
602 new_sp_row.standing_penalty := 2;
603 RETURN NEXT new_sp_row;
607 -- Start over for max out
608 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
610 -- Fail if the user has too many checked out items
612 tmp_grp := user_object.profile;
614 SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 3 AND org_unit = tmp_org.id;
616 IF max_items_out.threshold IS NULL THEN
617 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
622 IF tmp_grp IS NULL THEN
627 IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
631 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
636 -- Fail if the user has too many items checked out
637 IF max_items_out.threshold IS NOT NULL THEN
639 FOR existing_sp_row IN
641 FROM actor.usr_standing_penalty
642 WHERE usr = match_user
643 AND org_unit = max_items_out.org_unit
644 AND (stop_date IS NULL or stop_date > NOW())
645 AND standing_penalty = 3
647 RETURN NEXT existing_sp_row;
650 SELECT INTO items_out COUNT(*)
651 FROM action.circulation circ
652 JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
653 WHERE circ.usr = match_user
654 AND circ.checkin_time IS NULL
655 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL);
657 IF items_out >= max_items_out.threshold::INT THEN
658 new_sp_row.usr := match_user;
659 new_sp_row.org_unit := max_items_out.org_unit;
660 new_sp_row.standing_penalty := 3;
661 RETURN NEXT new_sp_row;
665 -- Start over for collections warning
666 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
668 -- Fail if the user has a collections-level fine balance
670 tmp_grp := user_object.profile;
672 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 4 AND org_unit = tmp_org.id;
674 IF max_fines.threshold IS NULL THEN
675 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
680 IF tmp_grp IS NULL THEN
685 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
689 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
693 IF max_fines.threshold IS NOT NULL THEN
695 FOR existing_sp_row IN
697 FROM actor.usr_standing_penalty
698 WHERE usr = match_user
699 AND org_unit = max_fines.org_unit
700 AND (stop_date IS NULL or stop_date > NOW())
701 AND standing_penalty = 4
703 RETURN NEXT existing_sp_row;
706 SELECT SUM(f.balance_owed) INTO current_fines
707 FROM money.materialized_billable_xact_summary f
710 FROM booking.reservation r
711 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
712 WHERE usr = match_user
713 AND xact_finish IS NULL
717 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
718 WHERE usr = match_user
719 AND xact_finish IS NULL
722 FROM action.circulation circ
723 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
724 WHERE usr = match_user
725 AND xact_finish IS NULL ) l USING (id);
727 IF current_fines >= max_fines.threshold THEN
728 new_sp_row.usr := match_user;
729 new_sp_row.org_unit := max_fines.org_unit;
730 new_sp_row.standing_penalty := 4;
731 RETURN NEXT new_sp_row;
735 -- Start over for in collections
736 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
738 -- Remove the in-collections penalty if the user has paid down enough
739 -- This penalty is different, because this code is not responsible for creating
740 -- new in-collections penalties, only for removing them
742 tmp_grp := user_object.profile;
744 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 30 AND org_unit = tmp_org.id;
746 IF max_fines.threshold IS NULL THEN
747 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
752 IF tmp_grp IS NULL THEN
757 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
761 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
765 IF max_fines.threshold IS NOT NULL THEN
767 -- first, see if the user had paid down to the threshold
768 SELECT SUM(f.balance_owed) INTO current_fines
769 FROM money.materialized_billable_xact_summary f
772 FROM booking.reservation r
773 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
774 WHERE usr = match_user
775 AND xact_finish IS NULL
779 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
780 WHERE usr = match_user
781 AND xact_finish IS NULL
784 FROM action.circulation circ
785 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
786 WHERE usr = match_user
787 AND xact_finish IS NULL ) l USING (id);
789 IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
790 -- patron has paid down enough
792 SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = 30;
794 IF tmp_penalty.org_depth IS NOT NULL THEN
796 -- since this code is not responsible for applying the penalty, it can't
797 -- guarantee the current context org will match the org at which the penalty
798 --- was applied. search up the org tree until we hit the configured penalty depth
799 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
800 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
802 WHILE tmp_depth >= tmp_penalty.org_depth LOOP
804 FOR existing_sp_row IN
806 FROM actor.usr_standing_penalty
807 WHERE usr = match_user
808 AND org_unit = tmp_org.id
809 AND (stop_date IS NULL or stop_date > NOW())
810 AND standing_penalty = 30
813 -- Penalty exists, return it for removal
814 RETURN NEXT existing_sp_row;
817 IF tmp_org.parent_ou IS NULL THEN
821 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
822 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
827 -- no penalty depth is defined, look for exact matches
829 FOR existing_sp_row IN
831 FROM actor.usr_standing_penalty
832 WHERE usr = match_user
833 AND org_unit = max_fines.org_unit
834 AND (stop_date IS NULL or stop_date > NOW())
835 AND standing_penalty = 30
837 -- Penalty exists, return it for removal
838 RETURN NEXT existing_sp_row;
848 $func$ LANGUAGE plpgsql;