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.is_renewal IS NOT NULL THEN
185 CONTINUE WHEN current_mp.is_renewal <> renewal;
188 IF current_mp.circ_modifier IS NOT NULL THEN
189 CONTINUE WHEN current_mp.circ_modifier <> item_object.circ_modifier OR item_object.circ_modifier IS NULL;
192 IF current_mp.marc_type IS NOT NULL THEN
193 IF item_object.circ_as_type IS NOT NULL THEN
194 CONTINUE WHEN current_mp.marc_type <> item_object.circ_as_type;
196 CONTINUE WHEN current_mp.marc_type <> rec_descriptor.item_type;
200 IF current_mp.marc_form IS NOT NULL THEN
201 CONTINUE WHEN current_mp.marc_form <> rec_descriptor.item_form;
204 IF current_mp.marc_vr_format IS NOT NULL THEN
205 CONTINUE WHEN current_mp.marc_vr_format <> rec_descriptor.vr_format;
208 IF current_mp.ref_flag IS NOT NULL THEN
209 CONTINUE WHEN current_mp.ref_flag <> item_object.ref;
212 IF current_mp.juvenile_flag IS NOT NULL THEN
213 CONTINUE WHEN current_mp.juvenile_flag <> user_object.juvenile;
216 IF current_mp.usr_age_lower_bound IS NOT NULL THEN
217 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_lower_bound < age(user_object.dob);
220 IF current_mp.usr_age_upper_bound IS NOT NULL THEN
221 CONTINUE WHEN user_object.dob IS NULL OR current_mp.usr_age_upper_bound > age(user_object.dob);
225 -- everything was undefined or matched
226 matchpoint = current_mp;
228 EXIT WHEN matchpoint.id IS NOT NULL;
231 EXIT WHEN current_group.parent IS NULL OR matchpoint.id IS NOT NULL;
233 SELECT INTO current_group * FROM permission.grp_tree WHERE id = current_group.parent;
238 $func$ LANGUAGE plpgsql;
240 CREATE TYPE action.hold_stats AS (
244 total_copy_ratio FLOAT,
245 available_copy_ratio FLOAT
248 CREATE OR REPLACE FUNCTION action.copy_related_hold_stats (copy_id INT) RETURNS action.hold_stats AS $func$
250 output action.hold_stats%ROWTYPE;
253 available_count INT := 0;
254 hold_map_data RECORD;
257 output.hold_count := 0;
258 output.copy_count := 0;
259 output.available_count := 0;
261 SELECT COUNT( DISTINCT m.hold ) INTO hold_count
262 FROM action.hold_copy_map m
263 JOIN action.hold_request h ON (m.hold = h.id)
264 WHERE m.target_copy = copy_id
267 output.hold_count := hold_count;
269 IF output.hold_count > 0 THEN
271 SELECT DISTINCT m.target_copy,
273 FROM action.hold_copy_map m
274 JOIN asset.copy acp ON (m.target_copy = acp.id)
275 JOIN action.hold_request h ON (m.hold = h.id)
276 WHERE m.hold IN ( SELECT DISTINCT hold FROM action.hold_copy_map WHERE target_copy = copy_id ) AND NOT h.frozen
278 output.copy_count := output.copy_count + 1;
279 IF hold_map_data.status IN (0,7,12) THEN
280 output.available_count := output.available_count + 1;
283 output.total_copy_ratio = output.copy_count::FLOAT / output.hold_count::FLOAT;
284 output.available_copy_ratio = output.available_count::FLOAT / output.hold_count::FLOAT;
291 $func$ LANGUAGE PLPGSQL;
293 CREATE TYPE action.matrix_test_result AS ( success BOOL, matchpoint INT, fail_part TEXT );
294 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 $func$
296 user_object actor.usr%ROWTYPE;
297 standing_penalty config.standing_penalty%ROWTYPE;
298 item_object asset.copy%ROWTYPE;
299 item_status_object config.copy_status%ROWTYPE;
300 item_location_object asset.copy_location%ROWTYPE;
301 result action.matrix_test_result;
302 circ_test config.circ_matrix_matchpoint%ROWTYPE;
303 out_by_circ_mod config.circ_matrix_circ_mod_test%ROWTYPE;
304 circ_mod_map config.circ_matrix_circ_mod_test_map%ROWTYPE;
305 hold_ratio action.hold_stats%ROWTYPE;
309 context_org_list INT[];
312 result.success := TRUE;
314 -- Fail if the user is BARRED
315 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
317 -- Fail if we couldn't find the user
318 IF user_object.id IS NULL THEN
319 result.fail_part := 'no_user';
320 result.success := FALSE;
326 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
328 -- Fail if we couldn't find the item
329 IF item_object.id IS NULL THEN
330 result.fail_part := 'no_item';
331 result.success := FALSE;
337 SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, match_item, match_user, renewal);
338 result.matchpoint := circ_test.id;
340 -- Fail if we couldn't find a matchpoint
341 IF result.matchpoint IS NULL THEN
342 result.fail_part := 'no_matchpoint';
343 result.success := FALSE;
348 IF user_object.barred IS TRUE THEN
349 result.fail_part := 'actor.usr.barred';
350 result.success := FALSE;
355 -- Fail if the item can't circulate
356 IF item_object.circulate IS FALSE THEN
357 result.fail_part := 'asset.copy.circulate';
358 result.success := FALSE;
363 -- Fail if the item isn't in a circulateable status on a non-renewal
364 IF NOT renewal AND item_object.status NOT IN ( 0, 7, 8 ) THEN
365 result.fail_part := 'asset.copy.status';
366 result.success := FALSE;
369 ELSIF renewal AND item_object.status <> 1 THEN
370 result.fail_part := 'asset.copy.status';
371 result.success := FALSE;
376 -- Fail if the item can't circulate because of the shelving location
377 SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
378 IF item_location_object.circulate IS FALSE THEN
379 result.fail_part := 'asset.copy_location.circulate';
380 result.success := FALSE;
385 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( circ_test.org_unit );
387 -- Fail if the test is set to hard non-circulating
388 IF circ_test.circulate IS FALSE THEN
389 result.fail_part := 'config.circ_matrix_test.circulate';
390 result.success := FALSE;
395 -- Fail if the total copy-hold ratio is too low
396 IF circ_test.total_copy_hold_ratio IS NOT NULL THEN
397 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
398 IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_test.total_copy_hold_ratio THEN
399 result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio';
400 result.success := FALSE;
406 -- Fail if the available copy-hold ratio is too low
407 IF circ_test.available_copy_hold_ratio IS NOT NULL THEN
408 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
409 IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_test.available_copy_hold_ratio THEN
410 result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio';
411 result.success := FALSE;
418 penalty_type = '%RENEW%';
420 penalty_type = '%CIRC%';
423 FOR standing_penalty IN
424 SELECT DISTINCT csp.*
425 FROM actor.usr_standing_penalty usp
426 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
427 WHERE usr = match_user
428 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
429 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
430 AND csp.block_list LIKE penalty_type LOOP
432 result.fail_part := standing_penalty.name;
433 result.success := FALSE;
438 -- Fail if the user has too many items with specific circ_modifiers checked out
439 FOR out_by_circ_mod IN SELECT * FROM config.circ_matrix_circ_mod_test WHERE matchpoint = circ_test.id LOOP
440 SELECT INTO items_out COUNT(*)
441 FROM action.circulation circ
442 JOIN asset.copy cp ON (cp.id = circ.target_copy)
443 WHERE circ.usr = match_user
444 AND circ.circ_lib IN ( SELECT * FROM explode_array(context_org_list) )
445 AND circ.checkin_time IS NULL
446 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL)
447 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);
448 IF items_out >= out_by_circ_mod.items_out THEN
449 result.fail_part := 'config.circ_matrix_circ_mod_test';
450 result.success := FALSE;
456 -- If we passed everything, return the successful matchpoint id
463 $func$ LANGUAGE plpgsql;
465 CREATE OR REPLACE FUNCTION action.item_user_circ_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
466 SELECT * FROM action.item_user_circ_test( $1, $2, $3, FALSE );
469 CREATE OR REPLACE FUNCTION action.item_user_renew_test( INT, BIGINT, INT ) RETURNS SETOF action.matrix_test_result AS $func$
470 SELECT * FROM action.item_user_circ_test( $1, $2, $3, TRUE );
474 CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
476 user_object actor.usr%ROWTYPE;
477 new_sp_row actor.usr_standing_penalty%ROWTYPE;
478 existing_sp_row actor.usr_standing_penalty%ROWTYPE;
479 collections_fines permission.grp_penalty_threshold%ROWTYPE;
480 max_fines permission.grp_penalty_threshold%ROWTYPE;
481 max_overdue permission.grp_penalty_threshold%ROWTYPE;
482 max_items_out permission.grp_penalty_threshold%ROWTYPE;
486 context_org_list INT[];
487 current_fines NUMERIC(8,2) := 0.0;
488 tmp_fines NUMERIC(8,2);
491 tmp_org actor.org_unit%ROWTYPE;
492 tmp_penalty config.standing_penalty%ROWTYPE;
495 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
498 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
500 -- Fail if the user has a high fine balance
502 tmp_grp := user_object.profile;
504 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 1 AND org_unit = tmp_org.id;
506 IF max_fines.threshold IS NULL THEN
507 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
512 IF tmp_grp IS NULL THEN
517 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
521 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
525 IF max_fines.threshold IS NOT NULL THEN
527 FOR existing_sp_row IN
529 FROM actor.usr_standing_penalty
530 WHERE usr = match_user
531 AND org_unit = max_fines.org_unit
532 AND (stop_date IS NULL or stop_date > NOW())
533 AND standing_penalty = 1
535 RETURN NEXT existing_sp_row;
538 SELECT SUM(f.balance_owed) INTO current_fines
539 FROM money.materialized_billable_xact_summary f
542 FROM booking.reservation r
543 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
544 WHERE usr = match_user
545 AND xact_finish IS NULL
549 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
550 WHERE usr = match_user
551 AND xact_finish IS NULL
554 FROM action.circulation circ
555 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
556 WHERE usr = match_user
557 AND xact_finish IS NULL ) l USING (id);
559 IF current_fines >= max_fines.threshold THEN
560 new_sp_row.usr := match_user;
561 new_sp_row.org_unit := max_fines.org_unit;
562 new_sp_row.standing_penalty := 1;
563 RETURN NEXT new_sp_row;
567 -- Start over for max overdue
568 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
570 -- Fail if the user has too many overdue items
572 tmp_grp := user_object.profile;
575 SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 2 AND org_unit = tmp_org.id;
577 IF max_overdue.threshold IS NULL THEN
578 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
583 IF tmp_grp IS NULL THEN
588 IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
592 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
596 IF max_overdue.threshold IS NOT NULL THEN
598 FOR existing_sp_row IN
600 FROM actor.usr_standing_penalty
601 WHERE usr = match_user
602 AND org_unit = max_overdue.org_unit
603 AND (stop_date IS NULL or stop_date > NOW())
604 AND standing_penalty = 2
606 RETURN NEXT existing_sp_row;
609 SELECT INTO items_overdue COUNT(*)
610 FROM action.circulation circ
611 JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
612 WHERE circ.usr = match_user
613 AND circ.checkin_time IS NULL
614 AND circ.due_date < NOW()
615 AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
617 IF items_overdue >= max_overdue.threshold::INT THEN
618 new_sp_row.usr := match_user;
619 new_sp_row.org_unit := max_overdue.org_unit;
620 new_sp_row.standing_penalty := 2;
621 RETURN NEXT new_sp_row;
625 -- Start over for max out
626 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
628 -- Fail if the user has too many checked out items
630 tmp_grp := user_object.profile;
632 SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 3 AND org_unit = tmp_org.id;
634 IF max_items_out.threshold IS NULL THEN
635 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
640 IF tmp_grp IS NULL THEN
645 IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
649 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
654 -- Fail if the user has too many items checked out
655 IF max_items_out.threshold IS NOT NULL THEN
657 FOR existing_sp_row IN
659 FROM actor.usr_standing_penalty
660 WHERE usr = match_user
661 AND org_unit = max_items_out.org_unit
662 AND (stop_date IS NULL or stop_date > NOW())
663 AND standing_penalty = 3
665 RETURN NEXT existing_sp_row;
668 SELECT INTO items_out COUNT(*)
669 FROM action.circulation circ
670 JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
671 WHERE circ.usr = match_user
672 AND circ.checkin_time IS NULL
673 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL);
675 IF items_out >= max_items_out.threshold::INT THEN
676 new_sp_row.usr := match_user;
677 new_sp_row.org_unit := max_items_out.org_unit;
678 new_sp_row.standing_penalty := 3;
679 RETURN NEXT new_sp_row;
683 -- Start over for collections warning
684 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
686 -- Fail if the user has a collections-level fine balance
688 tmp_grp := user_object.profile;
690 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 4 AND org_unit = tmp_org.id;
692 IF max_fines.threshold IS NULL THEN
693 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
698 IF tmp_grp IS NULL THEN
703 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
707 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
711 IF max_fines.threshold IS NOT NULL THEN
713 FOR existing_sp_row IN
715 FROM actor.usr_standing_penalty
716 WHERE usr = match_user
717 AND org_unit = max_fines.org_unit
718 AND (stop_date IS NULL or stop_date > NOW())
719 AND standing_penalty = 4
721 RETURN NEXT existing_sp_row;
724 SELECT SUM(f.balance_owed) INTO current_fines
725 FROM money.materialized_billable_xact_summary f
728 FROM booking.reservation r
729 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
730 WHERE usr = match_user
731 AND xact_finish IS NULL
735 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
736 WHERE usr = match_user
737 AND xact_finish IS NULL
740 FROM action.circulation circ
741 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
742 WHERE usr = match_user
743 AND xact_finish IS NULL ) l USING (id);
745 IF current_fines >= max_fines.threshold THEN
746 new_sp_row.usr := match_user;
747 new_sp_row.org_unit := max_fines.org_unit;
748 new_sp_row.standing_penalty := 4;
749 RETURN NEXT new_sp_row;
753 -- Start over for in collections
754 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
756 -- Remove the in-collections penalty if the user has paid down enough
757 -- This penalty is different, because this code is not responsible for creating
758 -- new in-collections penalties, only for removing them
760 tmp_grp := user_object.profile;
762 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 30 AND org_unit = tmp_org.id;
764 IF max_fines.threshold IS NULL THEN
765 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
770 IF tmp_grp IS NULL THEN
775 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
779 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
783 IF max_fines.threshold IS NOT NULL THEN
785 -- first, see if the user had paid down to the threshold
786 SELECT SUM(f.balance_owed) INTO current_fines
787 FROM money.materialized_billable_xact_summary f
790 FROM booking.reservation r
791 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (r.pickup_lib = fp.id)
792 WHERE usr = match_user
793 AND xact_finish IS NULL
797 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (g.billing_location = fp.id)
798 WHERE usr = match_user
799 AND xact_finish IS NULL
802 FROM action.circulation circ
803 JOIN actor.org_unit_full_path( max_fines.org_unit ) fp ON (circ.circ_lib = fp.id)
804 WHERE usr = match_user
805 AND xact_finish IS NULL ) l USING (id);
807 IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
808 -- patron has paid down enough
810 SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = 30;
812 IF tmp_penalty.org_depth IS NOT NULL THEN
814 -- since this code is not responsible for applying the penalty, it can't
815 -- guarantee the current context org will match the org at which the penalty
816 --- was applied. search up the org tree until we hit the configured penalty depth
817 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
818 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
820 WHILE tmp_depth >= tmp_penalty.org_depth LOOP
822 FOR existing_sp_row IN
824 FROM actor.usr_standing_penalty
825 WHERE usr = match_user
826 AND org_unit = tmp_org.id
827 AND (stop_date IS NULL or stop_date > NOW())
828 AND standing_penalty = 30
831 -- Penalty exists, return it for removal
832 RETURN NEXT existing_sp_row;
835 IF tmp_org.parent_ou IS NULL THEN
839 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
840 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
845 -- no penalty depth is defined, look for exact matches
847 FOR existing_sp_row IN
849 FROM actor.usr_standing_penalty
850 WHERE usr = match_user
851 AND org_unit = max_fines.org_unit
852 AND (stop_date IS NULL or stop_date > NOW())
853 AND standing_penalty = 30
855 -- Penalty exists, return it for removal
856 RETURN NEXT existing_sp_row;
866 $func$ LANGUAGE plpgsql;