3 -- NOTE: current config.item_type should get sip2_media_type and magnetic_media columns
5 -- New table needed to handle circ modifiers inside the DB. Will still require
6 -- central admin. The circ_modifier column on asset.copy will become an fkey to this table.
7 CREATE TABLE config.circ_modifier (
9 name TEXT UNIQUE NOT NULL,
10 description TEXT NOT NULL,
11 sip2_media_type TEXT NOT NULL,
12 magnetic_media BOOL NOT NULL DEFAULT TRUE,
13 avg_wait_time INTERVAL
18 INSERT INTO config.circ_modifier VALUES ( 'DVD', 'DVD', 'um ... DVDs', '001', FALSE );
19 INSERT INTO config.circ_modifier VALUES ( 'VIDEO', 'VIDEO', 'Tapes', '001', TRUE );
20 INSERT INTO config.circ_modifier VALUES ( 'BOOK', 'BOOK', 'Dead tree', '001', FALSE );
21 INSERT INTO config.circ_modifier VALUES ( 'CRAZY_ARL-ATH_SETTING', 'R2R_TAPE', 'reel2reel tape', '007', TRUE );
24 -- But, just to get us started, use this
27 UPDATE asset.copy SET circ_modifier = UPPER(circ_modifier) WHERE circ_modifier IS NOT NULL AND circ_modifier <> '';
28 UPDATE asset.copy SET circ_modifier = NULL WHERE circ_modifier = '';
30 INSERT INTO config.circ_modifier (code, name, description, sip2_media_type )
37 WHERE circ_modifier IS NOT NULL;
41 -- add an fkey pointing to the new circ mod table
42 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;
44 -- config table to hold the vr_format names
45 CREATE TABLE config.videorecording_format_map (
46 code TEXT PRIMARY KEY,
50 INSERT INTO config.videorecording_format_map VALUES ('a','Beta');
51 INSERT INTO config.videorecording_format_map VALUES ('b','VHS');
52 INSERT INTO config.videorecording_format_map VALUES ('c','U-matic');
53 INSERT INTO config.videorecording_format_map VALUES ('d','EIAJ');
54 INSERT INTO config.videorecording_format_map VALUES ('e','Type C');
55 INSERT INTO config.videorecording_format_map VALUES ('f','Quadruplex');
56 INSERT INTO config.videorecording_format_map VALUES ('g','Laserdisc');
57 INSERT INTO config.videorecording_format_map VALUES ('h','CED');
58 INSERT INTO config.videorecording_format_map VALUES ('i','Betacam');
59 INSERT INTO config.videorecording_format_map VALUES ('j','Betacam SP');
60 INSERT INTO config.videorecording_format_map VALUES ('k','Super-VHS');
61 INSERT INTO config.videorecording_format_map VALUES ('m','M-II');
62 INSERT INTO config.videorecording_format_map VALUES ('o','D-2');
63 INSERT INTO config.videorecording_format_map VALUES ('p','8 mm.');
64 INSERT INTO config.videorecording_format_map VALUES ('q','Hi-8 mm.');
65 INSERT INTO config.videorecording_format_map VALUES ('u','Unknown');
66 INSERT INTO config.videorecording_format_map VALUES ('v','DVD');
67 INSERT INTO config.videorecording_format_map VALUES ('z','Other');
72 ** Here we define the tables that make up the circ matrix. Conceptually, this implements
73 ** the "sparse matrix" that everyone talks about, instead of using traditional rules logic.
74 ** Physically, we cut the matrix up into separate tables (almost 3rd normal form!) that handle
75 ** different portions of the matrix. This wil simplify creation of the UI (I hope), and help the
76 ** developers focus on specific parts of the matrix.
81 -- ****** Which ruleset and tests to use *******
83 -- * Most specific range for org_unit and grp wins.
85 -- * circ_modifier match takes precidence over marc_type match, if circ_modifier is set here
87 -- * marc_type is first checked against the circ_as_type from the copy, then the item type from the marc record
89 -- * If neither circ_modifier nor marc_type is set (both are NULLABLE) then the entry defines the default
90 -- ruleset and tests for the OU + group (like BOOK in PINES)
93 CREATE TABLE config.circ_matrix_matchpoint (
94 id SERIAL PRIMARY KEY,
95 active BOOL NOT NULL DEFAULT TRUE,
96 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"
97 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
98 circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
99 marc_type TEXT REFERENCES config.item_type_map (code) DEFERRABLE INITIALLY DEFERRED,
100 marc_form TEXT REFERENCES config.item_form_map (code) DEFERRABLE INITIALLY DEFERRED,
101 marc_vr_format TEXT REFERENCES config.videorecording_format_map (code) DEFERRABLE INITIALLY DEFERRED,
105 usr_age_lower_bound INTERVAL,
106 usr_age_upper_bound INTERVAL,
107 circulate BOOL NOT NULL DEFAULT TRUE, -- Hard "can't circ" flag requiring an override
108 duration_rule INT NOT NULL REFERENCES config.rule_circ_duration (id) DEFERRABLE INITIALLY DEFERRED,
109 recurring_fine_rule INT NOT NULL REFERENCES config.rule_recurring_fine (id) DEFERRABLE INITIALLY DEFERRED,
110 max_fine_rule INT NOT NULL REFERENCES config.rule_max_fine (id) DEFERRABLE INITIALLY DEFERRED,
111 script_test TEXT, -- javascript source
112 total_copy_hold_ratio FLOAT,
113 available_copy_hold_ratio FLOAT,
114 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)
118 -- Tests for max items out by circ_modifier
119 CREATE TABLE config.circ_matrix_circ_mod_test (
120 id SERIAL PRIMARY KEY,
121 matchpoint INT NOT NULL REFERENCES config.circ_matrix_matchpoint (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
122 items_out INT NOT NULL -- Total current active circulations must be less than this, NULL means skip (always pass)
125 CREATE TABLE config.circ_matrix_circ_mod_test_map (
126 id SERIAL PRIMARY KEY,
127 circ_mod_test INT NOT NULL REFERENCES config.circ_matrix_circ_mod_test (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
128 circ_mod TEXT NOT NULL REFERENCES config.circ_modifier (code) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
129 CONSTRAINT cm_once_per_test UNIQUE (circ_mod_test, circ_mod)
132 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 $func$
134 current_group permission.grp_tree%ROWTYPE;
135 user_object actor.usr%ROWTYPE;
136 item_object asset.copy%ROWTYPE;
137 rec_descriptor metabib.rec_descriptor%ROWTYPE;
138 current_mp config.circ_matrix_matchpoint%ROWTYPE;
139 matchpoint config.circ_matrix_matchpoint%ROWTYPE;
141 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
142 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
143 SELECT INTO rec_descriptor r.* FROM metabib.rec_descriptor r JOIN asset.call_number c USING (record) WHERE c.id = item_object.call_number;
144 SELECT INTO current_group * FROM permission.grp_tree WHERE id = user_object.profile;
147 -- for each potential matchpoint for this ou and group ...
150 FROM config.circ_matrix_matchpoint m
151 JOIN actor.org_unit_ancestors( context_ou ) d ON (m.org_unit = d.id)
152 LEFT JOIN actor.org_unit_proximity p ON (p.from_org = context_ou AND p.to_org = d.id)
153 WHERE m.grp = current_group.id AND m.active
154 ORDER BY CASE WHEN p.prox IS NULL THEN 999 ELSE p.prox END,
155 CASE WHEN m.is_renewal = renewal THEN 128 ELSE 0 END +
156 CASE WHEN m.juvenile_flag IS NOT NULL THEN 64 ELSE 0 END +
157 CASE WHEN m.circ_modifier IS NOT NULL THEN 32 ELSE 0 END +
158 CASE WHEN m.marc_type IS NOT NULL THEN 16 ELSE 0 END +
159 CASE WHEN m.marc_form IS NOT NULL THEN 8 ELSE 0 END +
160 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4 ELSE 0 END +
161 CASE WHEN m.ref_flag IS NOT NULL THEN 2 ELSE 0 END +
162 CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 0.5 ELSE 0 END +
163 CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 0.5 ELSE 0 END DESC LOOP
165 IF current_mp.circ_modifier IS NOT NULL THEN
166 CONTINUE WHEN current_mp.circ_modifier <> item_object.circ_modifier OR item_object.circ_modifier IS NULL;
169 IF current_mp.marc_type IS NOT NULL THEN
170 IF item_object.circ_as_type IS NOT NULL THEN
171 CONTINUE WHEN current_mp.marc_type <> item_object.circ_as_type;
173 CONTINUE WHEN current_mp.marc_type <> rec_descriptor.item_type;
177 IF current_mp.marc_form IS NOT NULL THEN
178 CONTINUE WHEN current_mp.marc_form <> rec_descriptor.item_form;
181 IF current_mp.marc_vr_format IS NOT NULL THEN
182 CONTINUE WHEN current_mp.marc_vr_format <> rec_descriptor.vr_format;
185 IF current_mp.ref_flag IS NOT NULL THEN
186 CONTINUE WHEN current_mp.ref_flag <> item_object.ref;
189 IF current_mp.juvenile_flag IS NOT NULL THEN
190 CONTINUE WHEN current_mp.juvenile_flag <> user_object.juvenile;
193 IF current_mp.usr_age_lower_bound IS NOT NULL THEN
194 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_lower_bound < age(user_object.dob);
197 IF current_mp.usr_age_upper_bound IS NOT NULL THEN
198 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_upper_bound > age(user_object.dob);
202 -- everything was undefined or matched
203 matchpoint = current_mp;
205 EXIT WHEN matchpoint.id IS NOT NULL;
208 EXIT WHEN current_group.parent IS NULL OR matchpoint.id IS NOT NULL;
210 SELECT INTO current_group * FROM permission.grp_tree WHERE id = current_group.parent;
215 $func$ LANGUAGE plpgsql;
217 CREATE TYPE action.hold_stats AS (
221 total_copy_ratio FLOAT,
222 available_copy_ratio FLOAT
225 CREATE OR REPLACE FUNCTION action.copy_related_hold_stats (copy_id INT) RETURNS action.hold_stats AS $func$
227 output action.hold_stats%ROWTYPE;
230 available_count INT := 0;
231 hold_map_data RECORD;
234 output.hold_count := 0;
235 output.copy_count := 0;
236 output.available_count := 0;
238 SELECT COUNT( DISTINCT m.hold ) INTO hold_count
239 FROM action.hold_copy_map m
240 JOIN action.hold_request h ON (m.hold = h.id)
241 WHERE m.target_copy = copy_id
244 output.hold_count := hold_count;
246 IF output.hold_count > 0 THEN
248 SELECT DISTINCT m.target_copy,
250 FROM action.hold_copy_map m
251 JOIN asset.copy acp ON (m.target_copy = acp.id)
252 JOIN action.hold_request h ON (m.hold = h.id)
253 WHERE m.hold IN ( SELECT DISTINCT hold FROM action.hold_copy_map WHERE target_copy = copy_id ) AND NOT h.frozen
255 output.copy_count := output.copy_count + 1;
256 IF hold_map_data.status IN (0,7,12) THEN
257 output.available_count := output.available_count + 1;
260 output.total_copy_ratio = output.copy_count::FLOAT / output.hold_count::FLOAT;
261 output.available_copy_ratio = output.available_count::FLOAT / output.hold_count::FLOAT;
268 $func$ LANGUAGE PLPGSQL;
270 CREATE TYPE action.matrix_test_result AS ( success BOOL, matchpoint INT, fail_part TEXT );
271 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 $func$
273 user_object actor.usr%ROWTYPE;
274 standing_penalty config.standing_penalty%ROWTYPE;
275 item_object asset.copy%ROWTYPE;
276 item_status_object config.copy_status%ROWTYPE;
277 item_location_object asset.copy_location%ROWTYPE;
278 result action.matrix_test_result;
279 circ_test config.circ_matrix_matchpoint%ROWTYPE;
280 out_by_circ_mod config.circ_matrix_circ_mod_test%ROWTYPE;
281 circ_mod_map config.circ_matrix_circ_mod_test_map%ROWTYPE;
282 hold_ratio action.hold_stats%ROWTYPE;
286 context_org_list INT[];
289 result.success := TRUE;
291 -- Fail if the user is BARRED
292 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
294 -- Fail if we couldn't find the user
295 IF user_object.id IS NULL THEN
296 result.fail_part := 'no_user';
297 result.success := FALSE;
303 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
305 -- Fail if we couldn't find the item
306 IF item_object.id IS NULL THEN
307 result.fail_part := 'no_item';
308 result.success := FALSE;
314 SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, match_item, match_user, renewal);
315 result.matchpoint := circ_test.id;
317 -- Fail if we couldn't find a matchpoint
318 IF result.matchpoint IS NULL THEN
319 result.fail_part := 'no_matchpoint';
320 result.success := FALSE;
325 IF user_object.barred IS TRUE THEN
326 result.fail_part := 'actor.usr.barred';
327 result.success := FALSE;
332 -- Fail if the item can't circulate
333 IF item_object.circulate IS FALSE THEN
334 result.fail_part := 'asset.copy.circulate';
335 result.success := FALSE;
340 -- Fail if the item isn't in a circulateable status on a non-renewal
341 IF NOT renewal AND item_object.status NOT IN ( 0, 7, 8 ) THEN
342 result.fail_part := 'asset.copy.status';
343 result.success := FALSE;
346 ELSIF renewal AND item_object.status <> 1 THEN
347 result.fail_part := 'asset.copy.status';
348 result.success := FALSE;
353 -- Fail if the item can't circulate because of the shelving location
354 SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
355 IF item_location_object.circulate IS FALSE THEN
356 result.fail_part := 'asset.copy_location.circulate';
357 result.success := FALSE;
362 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( circ_test.org_unit );
364 -- Fail if the test is set to hard non-circulating
365 IF circ_test.circulate IS FALSE THEN
366 result.fail_part := 'config.circ_matrix_test.circulate';
367 result.success := FALSE;
372 -- Fail if the total copy-hold ratio is too low
373 IF circ_test.total_copy_hold_ratio IS NOT NULL THEN
374 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
375 IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_test.total_copy_hold_ratio THEN
376 result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio';
377 result.success := FALSE;
383 -- Fail if the available copy-hold ratio is too low
384 IF circ_test.available_copy_hold_ratio IS NOT NULL THEN
385 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
386 IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_test.available_copy_hold_ratio THEN
387 result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio';
388 result.success := FALSE;
395 penalty_type = '%RENEW%';
397 penalty_type = '%CIRC%';
400 FOR standing_penalty IN
401 SELECT DISTINCT csp.*
402 FROM actor.usr_standing_penalty usp
403 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
404 WHERE usr = match_user
405 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
406 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
407 AND csp.block_list LIKE penalty_type LOOP
409 result.fail_part := standing_penalty.name;
410 result.success := FALSE;
415 -- Fail if the user has too many items with specific circ_modifiers checked out
416 FOR out_by_circ_mod IN SELECT * FROM config.circ_matrix_circ_mod_test WHERE matchpoint = circ_test.id LOOP
417 SELECT INTO items_out COUNT(*)
418 FROM action.circulation circ
419 JOIN asset.copy cp ON (cp.id = circ.target_copy)
420 WHERE circ.usr = match_user
421 AND circ.circ_lib IN ( SELECT * FROM explode_array(context_org_list) )
422 AND circ.checkin_time IS NULL
423 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL)
424 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);
425 IF items_out >= out_by_circ_mod.items_out THEN
426 result.fail_part := 'config.circ_matrix_circ_mod_test';
427 result.success := FALSE;
433 -- If we passed everything, return the successful matchpoint id
440 $func$ LANGUAGE plpgsql;
442 CREATE OR REPLACE FUNCTION action.item_user_circ_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
443 SELECT * FROM action.item_user_circ_test( $1, $2, $3, FALSE );
446 CREATE OR REPLACE FUNCTION action.item_user_renew_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
447 SELECT * FROM action.item_user_circ_test( $1, $2, $3, TRUE );
451 CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
453 user_object actor.usr%ROWTYPE;
454 new_sp_row actor.usr_standing_penalty%ROWTYPE;
455 existing_sp_row actor.usr_standing_penalty%ROWTYPE;
456 collections_fines permission.grp_penalty_threshold%ROWTYPE;
457 max_fines permission.grp_penalty_threshold%ROWTYPE;
458 max_overdue permission.grp_penalty_threshold%ROWTYPE;
459 max_items_out permission.grp_penalty_threshold%ROWTYPE;
463 context_org_list INT[];
464 current_fines NUMERIC(8,2) := 0.0;
465 tmp_fines NUMERIC(8,2);
468 tmp_org actor.org_unit%ROWTYPE;
469 tmp_penalty config.standing_penalty%ROWTYPE;
472 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
475 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
477 -- Fail if the user has a high fine balance
479 tmp_grp := user_object.profile;
481 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 1 AND org_unit = tmp_org.id;
483 IF max_fines.threshold IS NULL THEN
484 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
489 IF tmp_grp IS NULL THEN
494 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
498 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
502 IF max_fines.threshold IS NOT NULL THEN
504 FOR existing_sp_row IN
506 FROM actor.usr_standing_penalty
507 WHERE usr = match_user
508 AND org_unit = max_fines.org_unit
509 AND (stop_date IS NULL or stop_date > NOW())
510 AND standing_penalty = 1
512 RETURN NEXT existing_sp_row;
515 SELECT SUM(f.balance_owed) INTO current_fines
516 FROM money.materialized_billable_xact_summary f
519 FROM booking.reservation r
520 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
521 WHERE usr = match_user
522 AND xact_finish IS NULL
526 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
527 WHERE usr = match_user
528 AND xact_finish IS NULL
531 FROM action.circulation circ
532 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
533 WHERE usr = match_user
534 AND xact_finish IS NULL ) l USING (id);
536 IF current_fines >= max_fines.threshold THEN
537 new_sp_row.usr := match_user;
538 new_sp_row.org_unit := max_fines.org_unit;
539 new_sp_row.standing_penalty := 1;
540 RETURN NEXT new_sp_row;
544 -- Start over for max overdue
545 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
547 -- Fail if the user has too many overdue items
549 tmp_grp := user_object.profile;
552 SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 2 AND org_unit = tmp_org.id;
554 IF max_overdue.threshold IS NULL THEN
555 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
560 IF tmp_grp IS NULL THEN
565 IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
569 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
573 IF max_overdue.threshold IS NOT NULL THEN
575 FOR existing_sp_row IN
577 FROM actor.usr_standing_penalty
578 WHERE usr = match_user
579 AND org_unit = max_overdue.org_unit
580 AND (stop_date IS NULL or stop_date > NOW())
581 AND standing_penalty = 2
583 RETURN NEXT existing_sp_row;
586 SELECT INTO items_overdue COUNT(*)
587 FROM action.circulation circ
588 JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
589 WHERE circ.usr = match_user
590 AND circ.checkin_time IS NULL
591 AND circ.due_date < NOW()
592 AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
594 IF items_overdue >= max_overdue.threshold::INT THEN
595 new_sp_row.usr := match_user;
596 new_sp_row.org_unit := max_overdue.org_unit;
597 new_sp_row.standing_penalty := 2;
598 RETURN NEXT new_sp_row;
602 -- Start over for max out
603 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
605 -- Fail if the user has too many checked out items
607 tmp_grp := user_object.profile;
609 SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 3 AND org_unit = tmp_org.id;
611 IF max_items_out.threshold IS NULL THEN
612 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
617 IF tmp_grp IS NULL THEN
622 IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
626 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
631 -- Fail if the user has too many items checked out
632 IF max_items_out.threshold IS NOT NULL THEN
634 FOR existing_sp_row IN
636 FROM actor.usr_standing_penalty
637 WHERE usr = match_user
638 AND org_unit = max_items_out.org_unit
639 AND (stop_date IS NULL or stop_date > NOW())
640 AND standing_penalty = 3
642 RETURN NEXT existing_sp_row;
645 SELECT INTO items_out COUNT(*)
646 FROM action.circulation circ
647 JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
648 WHERE circ.usr = match_user
649 AND circ.checkin_time IS NULL
650 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL);
652 IF items_out >= max_items_out.threshold::INT THEN
653 new_sp_row.usr := match_user;
654 new_sp_row.org_unit := max_items_out.org_unit;
655 new_sp_row.standing_penalty := 3;
656 RETURN NEXT new_sp_row;
660 -- Start over for collections warning
661 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
663 -- Fail if the user has a collections-level fine balance
665 tmp_grp := user_object.profile;
667 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 4 AND org_unit = tmp_org.id;
669 IF max_fines.threshold IS NULL THEN
670 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
675 IF tmp_grp IS NULL THEN
680 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
684 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
688 IF max_fines.threshold IS NOT NULL THEN
690 FOR existing_sp_row IN
692 FROM actor.usr_standing_penalty
693 WHERE usr = match_user
694 AND org_unit = max_fines.org_unit
695 AND (stop_date IS NULL or stop_date > NOW())
696 AND standing_penalty = 4
698 RETURN NEXT existing_sp_row;
701 SELECT SUM(f.balance_owed) INTO current_fines
702 FROM money.materialized_billable_xact_summary f
705 FROM booking.reservation r
706 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
707 WHERE usr = match_user
708 AND xact_finish IS NULL
712 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
713 WHERE usr = match_user
714 AND xact_finish IS NULL
717 FROM action.circulation circ
718 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
719 WHERE usr = match_user
720 AND xact_finish IS NULL ) l USING (id);
722 IF current_fines >= max_fines.threshold THEN
723 new_sp_row.usr := match_user;
724 new_sp_row.org_unit := max_fines.org_unit;
725 new_sp_row.standing_penalty := 4;
726 RETURN NEXT new_sp_row;
730 -- Start over for in collections
731 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
733 -- Remove the in-collections penalty if the user has paid down enough
734 -- This penalty is different, because this code is not responsible for creating
735 -- new in-collections penalties, only for removing them
737 tmp_grp := user_object.profile;
739 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 30 AND org_unit = tmp_org.id;
741 IF max_fines.threshold IS NULL THEN
742 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
747 IF tmp_grp IS NULL THEN
752 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
756 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
760 IF max_fines.threshold IS NOT NULL THEN
762 -- first, see if the user had paid down to the threshold
763 SELECT SUM(f.balance_owed) INTO current_fines
764 FROM money.materialized_billable_xact_summary f
767 FROM booking.reservation r
768 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
769 WHERE usr = match_user
770 AND xact_finish IS NULL
774 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
775 WHERE usr = match_user
776 AND xact_finish IS NULL
779 FROM action.circulation circ
780 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
781 WHERE usr = match_user
782 AND xact_finish IS NULL ) l USING (id);
784 IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
785 -- patron has paid down enough
787 SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = 30;
789 IF tmp_penalty.org_depth IS NOT NULL THEN
791 -- since this code is not responsible for applying the penalty, it can't
792 -- guarantee the current context org will match the org at which the penalty
793 --- was applied. search up the org tree until we hit the configured penalty depth
794 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
795 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
797 WHILE tmp_depth >= tmp_penalty.org_depth LOOP
799 FOR existing_sp_row IN
801 FROM actor.usr_standing_penalty
802 WHERE usr = match_user
803 AND org_unit = tmp_org.id
804 AND (stop_date IS NULL or stop_date > NOW())
805 AND standing_penalty = 30
808 -- Penalty exists, return it for removal
809 RETURN NEXT existing_sp_row;
812 IF tmp_org.parent_ou IS NULL THEN
816 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
817 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
822 -- no penalty depth is defined, look for exact matches
824 FOR existing_sp_row IN
826 FROM actor.usr_standing_penalty
827 WHERE usr = match_user
828 AND org_unit = max_fines.org_unit
829 AND (stop_date IS NULL or stop_date > NOW())
830 AND standing_penalty = 30
832 -- Penalty exists, return it for removal
833 RETURN NEXT existing_sp_row;
843 $func$ LANGUAGE plpgsql;