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,
102 copy_circ_lib INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
103 copy_owning_lib INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
107 usr_age_lower_bound INTERVAL,
108 usr_age_upper_bound INTERVAL,
109 circulate BOOL NOT NULL DEFAULT TRUE, -- Hard "can't circ" flag requiring an override
110 duration_rule INT NOT NULL REFERENCES config.rule_circ_duration (id) DEFERRABLE INITIALLY DEFERRED,
111 recurring_fine_rule INT NOT NULL REFERENCES config.rule_recurring_fine (id) DEFERRABLE INITIALLY DEFERRED,
112 max_fine_rule INT NOT NULL REFERENCES config.rule_max_fine (id) DEFERRABLE INITIALLY DEFERRED,
113 script_test TEXT, -- javascript source
114 total_copy_hold_ratio FLOAT,
115 available_copy_hold_ratio FLOAT,
116 CONSTRAINT ep_once_per_grp_loc_mod_marc UNIQUE (
117 grp, org_unit, circ_modifier, marc_type, marc_form, marc_vr_format, ref_flag,
118 juvenile_flag, usr_age_lower_bound, usr_age_upper_bound, is_renewal, copy_circ_lib,
124 -- Tests for max items out by circ_modifier
125 CREATE TABLE config.circ_matrix_circ_mod_test (
126 id SERIAL PRIMARY KEY,
127 matchpoint INT NOT NULL REFERENCES config.circ_matrix_matchpoint (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
128 items_out INT NOT NULL -- Total current active circulations must be less than this, NULL means skip (always pass)
131 CREATE TABLE config.circ_matrix_circ_mod_test_map (
132 id SERIAL PRIMARY KEY,
133 circ_mod_test INT NOT NULL REFERENCES config.circ_matrix_circ_mod_test (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
134 circ_mod TEXT NOT NULL REFERENCES config.circ_modifier (code) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
135 CONSTRAINT cm_once_per_test UNIQUE (circ_mod_test, circ_mod)
138 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 $func$
140 current_group permission.grp_tree%ROWTYPE;
141 user_object actor.usr%ROWTYPE;
142 item_object asset.copy%ROWTYPE;
143 cn_object asset.call_number%ROWTYPE;
144 rec_descriptor metabib.rec_descriptor%ROWTYPE;
145 current_mp config.circ_matrix_matchpoint%ROWTYPE;
146 matchpoint config.circ_matrix_matchpoint%ROWTYPE;
148 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
149 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
150 SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number;
151 SELECT INTO rec_descriptor r.* FROM metabib.rec_descriptor r JOIN asset.call_number c USING (record) WHERE c.id = item_object.call_number;
152 SELECT INTO current_group * FROM permission.grp_tree WHERE id = user_object.profile;
155 -- for each potential matchpoint for this ou and group ...
158 FROM config.circ_matrix_matchpoint m
159 JOIN actor.org_unit_ancestors( context_ou ) d ON (m.org_unit = d.id)
160 LEFT JOIN actor.org_unit_proximity p ON (p.from_org = context_ou AND p.to_org = d.id)
161 WHERE m.grp = current_group.id
163 AND (m.copy_owning_lib IS NULL OR cn_object.owning_lib IN ( SELECT id FROM actor.org_unit_descendants(m.copy_owning_lib) ))
164 AND (m.copy_circ_lib IS NULL OR item_object.circ_lib IN ( SELECT id FROM actor.org_unit_descendants(m.copy_circ_lib) ))
165 ORDER BY CASE WHEN p.prox IS NULL THEN 999 ELSE p.prox END,
166 CASE WHEN m.copy_owning_lib IS NOT NULL
167 THEN 256 / ( SELECT COALESCE(prox, 255) + 1 FROM actor.org_unit_proximity WHERE to_org = cn_object.owning_lib AND from_org = m.copy_owning_lib LIMIT 1 )
170 CASE WHEN m.copy_circ_lib IS NOT NULL
171 THEN 256 / ( SELECT COALESCE(prox, 255) + 1 FROM actor.org_unit_proximity WHERE to_org = item_object.circ_lib AND from_org = m.copy_circ_lib LIMIT 1 )
174 CASE WHEN m.is_renewal = renewal THEN 128 ELSE 0 END +
175 CASE WHEN m.juvenile_flag IS NOT NULL THEN 64 ELSE 0 END +
176 CASE WHEN m.circ_modifier IS NOT NULL THEN 32 ELSE 0 END +
177 CASE WHEN m.marc_type IS NOT NULL THEN 16 ELSE 0 END +
178 CASE WHEN m.marc_form IS NOT NULL THEN 8 ELSE 0 END +
179 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4 ELSE 0 END +
180 CASE WHEN m.ref_flag IS NOT NULL THEN 2 ELSE 0 END +
181 CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 0.5 ELSE 0 END +
182 CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 0.5 ELSE 0 END DESC LOOP
184 IF current_mp.circ_modifier IS NOT NULL THEN
185 CONTINUE WHEN current_mp.circ_modifier <> item_object.circ_modifier OR item_object.circ_modifier IS NULL;
188 IF current_mp.marc_type IS NOT NULL THEN
189 IF item_object.circ_as_type IS NOT NULL THEN
190 CONTINUE WHEN current_mp.marc_type <> item_object.circ_as_type;
192 CONTINUE WHEN current_mp.marc_type <> rec_descriptor.item_type;
196 IF current_mp.marc_form IS NOT NULL THEN
197 CONTINUE WHEN current_mp.marc_form <> rec_descriptor.item_form;
200 IF current_mp.marc_vr_format IS NOT NULL THEN
201 CONTINUE WHEN current_mp.marc_vr_format <> rec_descriptor.vr_format;
204 IF current_mp.ref_flag IS NOT NULL THEN
205 CONTINUE WHEN current_mp.ref_flag <> item_object.ref;
208 IF current_mp.juvenile_flag IS NOT NULL THEN
209 CONTINUE WHEN current_mp.juvenile_flag <> user_object.juvenile;
212 IF current_mp.usr_age_lower_bound IS NOT NULL THEN
213 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_lower_bound < age(user_object.dob);
216 IF current_mp.usr_age_upper_bound IS NOT NULL THEN
217 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_upper_bound > age(user_object.dob);
221 -- everything was undefined or matched
222 matchpoint = current_mp;
224 EXIT WHEN matchpoint.id IS NOT NULL;
227 EXIT WHEN current_group.parent IS NULL OR matchpoint.id IS NOT NULL;
229 SELECT INTO current_group * FROM permission.grp_tree WHERE id = current_group.parent;
234 $func$ LANGUAGE plpgsql;
236 CREATE TYPE action.hold_stats AS (
240 total_copy_ratio FLOAT,
241 available_copy_ratio FLOAT
244 CREATE OR REPLACE FUNCTION action.copy_related_hold_stats (copy_id INT) RETURNS action.hold_stats AS $func$
246 output action.hold_stats%ROWTYPE;
249 available_count INT := 0;
250 hold_map_data RECORD;
253 output.hold_count := 0;
254 output.copy_count := 0;
255 output.available_count := 0;
257 SELECT COUNT( DISTINCT m.hold ) INTO hold_count
258 FROM action.hold_copy_map m
259 JOIN action.hold_request h ON (m.hold = h.id)
260 WHERE m.target_copy = copy_id
263 output.hold_count := hold_count;
265 IF output.hold_count > 0 THEN
267 SELECT DISTINCT m.target_copy,
269 FROM action.hold_copy_map m
270 JOIN asset.copy acp ON (m.target_copy = acp.id)
271 JOIN action.hold_request h ON (m.hold = h.id)
272 WHERE m.hold IN ( SELECT DISTINCT hold FROM action.hold_copy_map WHERE target_copy = copy_id ) AND NOT h.frozen
274 output.copy_count := output.copy_count + 1;
275 IF hold_map_data.status IN (0,7,12) THEN
276 output.available_count := output.available_count + 1;
279 output.total_copy_ratio = output.copy_count::FLOAT / output.hold_count::FLOAT;
280 output.available_copy_ratio = output.available_count::FLOAT / output.hold_count::FLOAT;
287 $func$ LANGUAGE PLPGSQL;
289 CREATE TYPE action.matrix_test_result AS ( success BOOL, matchpoint INT, fail_part TEXT );
290 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 $func$
292 user_object actor.usr%ROWTYPE;
293 standing_penalty config.standing_penalty%ROWTYPE;
294 item_object asset.copy%ROWTYPE;
295 item_status_object config.copy_status%ROWTYPE;
296 item_location_object asset.copy_location%ROWTYPE;
297 result action.matrix_test_result;
298 circ_test config.circ_matrix_matchpoint%ROWTYPE;
299 out_by_circ_mod config.circ_matrix_circ_mod_test%ROWTYPE;
300 circ_mod_map config.circ_matrix_circ_mod_test_map%ROWTYPE;
301 hold_ratio action.hold_stats%ROWTYPE;
305 context_org_list INT[];
308 result.success := TRUE;
310 -- Fail if the user is BARRED
311 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
313 -- Fail if we couldn't find the user
314 IF user_object.id IS NULL THEN
315 result.fail_part := 'no_user';
316 result.success := FALSE;
322 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
324 -- Fail if we couldn't find the item
325 IF item_object.id IS NULL THEN
326 result.fail_part := 'no_item';
327 result.success := FALSE;
333 SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, match_item, match_user, renewal);
334 result.matchpoint := circ_test.id;
336 -- Fail if we couldn't find a matchpoint
337 IF result.matchpoint IS NULL THEN
338 result.fail_part := 'no_matchpoint';
339 result.success := FALSE;
344 IF user_object.barred IS TRUE THEN
345 result.fail_part := 'actor.usr.barred';
346 result.success := FALSE;
351 -- Fail if the item can't circulate
352 IF item_object.circulate IS FALSE THEN
353 result.fail_part := 'asset.copy.circulate';
354 result.success := FALSE;
359 -- Fail if the item isn't in a circulateable status on a non-renewal
360 IF NOT renewal AND item_object.status NOT IN ( 0, 7, 8 ) THEN
361 result.fail_part := 'asset.copy.status';
362 result.success := FALSE;
365 ELSIF renewal AND item_object.status <> 1 THEN
366 result.fail_part := 'asset.copy.status';
367 result.success := FALSE;
372 -- Fail if the item can't circulate because of the shelving location
373 SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
374 IF item_location_object.circulate IS FALSE THEN
375 result.fail_part := 'asset.copy_location.circulate';
376 result.success := FALSE;
381 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( circ_test.org_unit );
383 -- Fail if the test is set to hard non-circulating
384 IF circ_test.circulate IS FALSE THEN
385 result.fail_part := 'config.circ_matrix_test.circulate';
386 result.success := FALSE;
391 -- Fail if the total copy-hold ratio is too low
392 IF circ_test.total_copy_hold_ratio IS NOT NULL THEN
393 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
394 IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_test.total_copy_hold_ratio THEN
395 result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio';
396 result.success := FALSE;
402 -- Fail if the available copy-hold ratio is too low
403 IF circ_test.available_copy_hold_ratio IS NOT NULL THEN
404 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
405 IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_test.available_copy_hold_ratio THEN
406 result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio';
407 result.success := FALSE;
414 penalty_type = '%RENEW%';
416 penalty_type = '%CIRC%';
419 FOR standing_penalty IN
420 SELECT DISTINCT csp.*
421 FROM actor.usr_standing_penalty usp
422 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
423 WHERE usr = match_user
424 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
425 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
426 AND csp.block_list LIKE penalty_type LOOP
428 result.fail_part := standing_penalty.name;
429 result.success := FALSE;
434 -- Fail if the user has too many items with specific circ_modifiers checked out
435 FOR out_by_circ_mod IN SELECT * FROM config.circ_matrix_circ_mod_test WHERE matchpoint = circ_test.id LOOP
436 SELECT INTO items_out COUNT(*)
437 FROM action.circulation circ
438 JOIN asset.copy cp ON (cp.id = circ.target_copy)
439 WHERE circ.usr = match_user
440 AND circ.circ_lib IN ( SELECT * FROM explode_array(context_org_list) )
441 AND circ.checkin_time IS NULL
442 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL)
443 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);
444 IF items_out >= out_by_circ_mod.items_out THEN
445 result.fail_part := 'config.circ_matrix_circ_mod_test';
446 result.success := FALSE;
452 -- If we passed everything, return the successful matchpoint id
459 $func$ LANGUAGE plpgsql;
461 CREATE OR REPLACE FUNCTION action.item_user_circ_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
462 SELECT * FROM action.item_user_circ_test( $1, $2, $3, FALSE );
465 CREATE OR REPLACE FUNCTION action.item_user_renew_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
466 SELECT * FROM action.item_user_circ_test( $1, $2, $3, TRUE );
470 CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
472 user_object actor.usr%ROWTYPE;
473 new_sp_row actor.usr_standing_penalty%ROWTYPE;
474 existing_sp_row actor.usr_standing_penalty%ROWTYPE;
475 collections_fines permission.grp_penalty_threshold%ROWTYPE;
476 max_fines permission.grp_penalty_threshold%ROWTYPE;
477 max_overdue permission.grp_penalty_threshold%ROWTYPE;
478 max_items_out permission.grp_penalty_threshold%ROWTYPE;
482 context_org_list INT[];
483 current_fines NUMERIC(8,2) := 0.0;
484 tmp_fines NUMERIC(8,2);
487 tmp_org actor.org_unit%ROWTYPE;
488 tmp_penalty config.standing_penalty%ROWTYPE;
491 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
494 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
496 -- Fail if the user has a high fine balance
498 tmp_grp := user_object.profile;
500 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 1 AND org_unit = tmp_org.id;
502 IF max_fines.threshold IS NULL THEN
503 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
508 IF tmp_grp IS NULL THEN
513 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
517 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
521 IF max_fines.threshold IS NOT NULL THEN
523 FOR existing_sp_row IN
525 FROM actor.usr_standing_penalty
526 WHERE usr = match_user
527 AND org_unit = max_fines.org_unit
528 AND (stop_date IS NULL or stop_date > NOW())
529 AND standing_penalty = 1
531 RETURN NEXT existing_sp_row;
534 SELECT SUM(f.balance_owed) INTO current_fines
535 FROM money.materialized_billable_xact_summary f
538 FROM booking.reservation r
539 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
540 WHERE usr = match_user
541 AND xact_finish IS NULL
545 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
546 WHERE usr = match_user
547 AND xact_finish IS NULL
550 FROM action.circulation circ
551 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
552 WHERE usr = match_user
553 AND xact_finish IS NULL ) l USING (id);
555 IF current_fines >= max_fines.threshold THEN
556 new_sp_row.usr := match_user;
557 new_sp_row.org_unit := max_fines.org_unit;
558 new_sp_row.standing_penalty := 1;
559 RETURN NEXT new_sp_row;
563 -- Start over for max overdue
564 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
566 -- Fail if the user has too many overdue items
568 tmp_grp := user_object.profile;
571 SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 2 AND org_unit = tmp_org.id;
573 IF max_overdue.threshold IS NULL THEN
574 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
579 IF tmp_grp IS NULL THEN
584 IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
588 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
592 IF max_overdue.threshold IS NOT NULL THEN
594 FOR existing_sp_row IN
596 FROM actor.usr_standing_penalty
597 WHERE usr = match_user
598 AND org_unit = max_overdue.org_unit
599 AND (stop_date IS NULL or stop_date > NOW())
600 AND standing_penalty = 2
602 RETURN NEXT existing_sp_row;
605 SELECT INTO items_overdue COUNT(*)
606 FROM action.circulation circ
607 JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
608 WHERE circ.usr = match_user
609 AND circ.checkin_time IS NULL
610 AND circ.due_date < NOW()
611 AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
613 IF items_overdue >= max_overdue.threshold::INT THEN
614 new_sp_row.usr := match_user;
615 new_sp_row.org_unit := max_overdue.org_unit;
616 new_sp_row.standing_penalty := 2;
617 RETURN NEXT new_sp_row;
621 -- Start over for max out
622 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
624 -- Fail if the user has too many checked out items
626 tmp_grp := user_object.profile;
628 SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 3 AND org_unit = tmp_org.id;
630 IF max_items_out.threshold IS NULL THEN
631 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
636 IF tmp_grp IS NULL THEN
641 IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
645 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
650 -- Fail if the user has too many items checked out
651 IF max_items_out.threshold IS NOT NULL THEN
653 FOR existing_sp_row IN
655 FROM actor.usr_standing_penalty
656 WHERE usr = match_user
657 AND org_unit = max_items_out.org_unit
658 AND (stop_date IS NULL or stop_date > NOW())
659 AND standing_penalty = 3
661 RETURN NEXT existing_sp_row;
664 SELECT INTO items_out COUNT(*)
665 FROM action.circulation circ
666 JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
667 WHERE circ.usr = match_user
668 AND circ.checkin_time IS NULL
669 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL);
671 IF items_out >= max_items_out.threshold::INT THEN
672 new_sp_row.usr := match_user;
673 new_sp_row.org_unit := max_items_out.org_unit;
674 new_sp_row.standing_penalty := 3;
675 RETURN NEXT new_sp_row;
679 -- Start over for collections warning
680 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
682 -- Fail if the user has a collections-level fine balance
684 tmp_grp := user_object.profile;
686 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 4 AND org_unit = tmp_org.id;
688 IF max_fines.threshold IS NULL THEN
689 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
694 IF tmp_grp IS NULL THEN
699 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
703 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
707 IF max_fines.threshold IS NOT NULL THEN
709 FOR existing_sp_row IN
711 FROM actor.usr_standing_penalty
712 WHERE usr = match_user
713 AND org_unit = max_fines.org_unit
714 AND (stop_date IS NULL or stop_date > NOW())
715 AND standing_penalty = 4
717 RETURN NEXT existing_sp_row;
720 SELECT SUM(f.balance_owed) INTO current_fines
721 FROM money.materialized_billable_xact_summary f
724 FROM booking.reservation r
725 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
726 WHERE usr = match_user
727 AND xact_finish IS NULL
731 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
732 WHERE usr = match_user
733 AND xact_finish IS NULL
736 FROM action.circulation circ
737 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
738 WHERE usr = match_user
739 AND xact_finish IS NULL ) l USING (id);
741 IF current_fines >= max_fines.threshold THEN
742 new_sp_row.usr := match_user;
743 new_sp_row.org_unit := max_fines.org_unit;
744 new_sp_row.standing_penalty := 4;
745 RETURN NEXT new_sp_row;
749 -- Start over for in collections
750 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
752 -- Remove the in-collections penalty if the user has paid down enough
753 -- This penalty is different, because this code is not responsible for creating
754 -- new in-collections penalties, only for removing them
756 tmp_grp := user_object.profile;
758 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 30 AND org_unit = tmp_org.id;
760 IF max_fines.threshold IS NULL THEN
761 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
766 IF tmp_grp IS NULL THEN
771 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
775 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
779 IF max_fines.threshold IS NOT NULL THEN
781 -- first, see if the user had paid down to the threshold
782 SELECT SUM(f.balance_owed) INTO current_fines
783 FROM money.materialized_billable_xact_summary f
786 FROM booking.reservation r
787 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
788 WHERE usr = match_user
789 AND xact_finish IS NULL
793 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
794 WHERE usr = match_user
795 AND xact_finish IS NULL
798 FROM action.circulation circ
799 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
800 WHERE usr = match_user
801 AND xact_finish IS NULL ) l USING (id);
803 IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
804 -- patron has paid down enough
806 SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = 30;
808 IF tmp_penalty.org_depth IS NOT NULL THEN
810 -- since this code is not responsible for applying the penalty, it can't
811 -- guarantee the current context org will match the org at which the penalty
812 --- was applied. search up the org tree until we hit the configured penalty depth
813 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
814 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
816 WHILE tmp_depth >= tmp_penalty.org_depth LOOP
818 FOR existing_sp_row IN
820 FROM actor.usr_standing_penalty
821 WHERE usr = match_user
822 AND org_unit = tmp_org.id
823 AND (stop_date IS NULL or stop_date > NOW())
824 AND standing_penalty = 30
827 -- Penalty exists, return it for removal
828 RETURN NEXT existing_sp_row;
831 IF tmp_org.parent_ou IS NULL THEN
835 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
836 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
841 -- no penalty depth is defined, look for exact matches
843 FOR existing_sp_row IN
845 FROM actor.usr_standing_penalty
846 WHERE usr = match_user
847 AND org_unit = max_fines.org_unit
848 AND (stop_date IS NULL or stop_date > NOW())
849 AND standing_penalty = 30
851 -- Penalty exists, return it for removal
852 RETURN NEXT existing_sp_row;
862 $func$ LANGUAGE plpgsql;