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 fkeys 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;
43 ALTER TABLE asset.course_module_course_materials ADD CONSTRAINT original_circ_mod_fkey FOREIGN KEY (original_circ_modifier) REFERENCES config.circ_modifier (code) ON UPDATE CASCADE ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED;
47 ** Here we define the tables that make up the circ matrix. Conceptually, this implements
48 ** the "sparse matrix" that everyone talks about, instead of using traditional rules logic.
49 ** Physically, we cut the matrix up into separate tables (almost 3rd normal form!) that handle
50 ** different portions of the matrix. This wil simplify creation of the UI (I hope), and help the
51 ** developers focus on specific parts of the matrix.
54 CREATE TABLE config.circ_matrix_matchpoint (
55 id SERIAL PRIMARY KEY,
56 active BOOL NOT NULL DEFAULT TRUE,
58 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"
59 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
60 circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
61 copy_location INT REFERENCES asset.copy_location (id) DEFERRABLE INITIALLY DEFERRED,
66 copy_circ_lib INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
67 copy_owning_lib INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
68 user_home_ou INT REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
72 usr_age_lower_bound INTERVAL,
73 usr_age_upper_bound INTERVAL,
76 circulate BOOL, -- Hard "can't circ" flag requiring an override
77 duration_rule INT REFERENCES config.rule_circ_duration (id) DEFERRABLE INITIALLY DEFERRED,
78 recurring_fine_rule INT REFERENCES config.rule_recurring_fine (id) DEFERRABLE INITIALLY DEFERRED,
79 max_fine_rule INT REFERENCES config.rule_max_fine (id) DEFERRABLE INITIALLY DEFERRED,
80 hard_due_date INT REFERENCES config.hard_due_date (id) DEFERRABLE INITIALLY DEFERRED,
81 renewals INT, -- Renewal count override
82 grace_period INTERVAL, -- Grace period override
83 script_test TEXT, -- javascript source
84 total_copy_hold_ratio FLOAT,
85 available_copy_hold_ratio FLOAT,
87 renew_extends_due_date BOOLEAN NOT NULL DEFAULT FALSE,
88 renew_extend_min_interval INTERVAL
91 -- Nulls don't count for a constraint match, so we have to coalesce them into something that does.
92 CREATE UNIQUE INDEX ccmm_once_per_paramset ON config.circ_matrix_matchpoint (org_unit, grp, COALESCE(circ_modifier, ''), COALESCE(copy_location::TEXT, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level,''), COALESCE(marc_vr_format, ''), COALESCE(copy_circ_lib::TEXT, ''), COALESCE(copy_owning_lib::TEXT, ''), COALESCE(user_home_ou::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(is_renewal::TEXT, ''), COALESCE(usr_age_lower_bound, '0 seconds'), COALESCE(usr_age_upper_bound, '0 seconds'), COALESCE(item_age, '0 seconds')) WHERE active;
94 -- Limit groups for circ counting
95 CREATE TABLE config.circ_limit_group (
96 id SERIAL PRIMARY KEY,
97 name TEXT UNIQUE NOT NULL,
102 CREATE TABLE config.circ_limit_set (
103 id SERIAL PRIMARY KEY,
104 name TEXT UNIQUE NOT NULL,
105 owning_lib INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
106 items_out INT NOT NULL, -- Total current active circulations must be less than this. 0 means skip counting (always pass)
107 depth INT NOT NULL DEFAULT 0, -- Depth count starts at
108 global BOOL NOT NULL DEFAULT FALSE, -- If enabled, include everything below depth, otherwise ancestors/descendants only
112 -- Linkage between matchpoints and limit sets
113 CREATE TABLE config.circ_matrix_limit_set_map (
114 id SERIAL PRIMARY KEY,
115 matchpoint INT NOT NULL REFERENCES config.circ_matrix_matchpoint (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
116 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
117 fallthrough BOOL NOT NULL DEFAULT FALSE, -- If true fallthrough will grab this rule as it goes along
118 active BOOL NOT NULL DEFAULT TRUE,
119 CONSTRAINT circ_limit_set_once_per_matchpoint UNIQUE (matchpoint, limit_set)
122 -- Linkage between limit sets and circ mods
123 CREATE TABLE config.circ_limit_set_circ_mod_map (
124 id SERIAL PRIMARY KEY,
125 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
126 circ_mod TEXT NOT NULL REFERENCES config.circ_modifier (code) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
127 CONSTRAINT cm_once_per_set UNIQUE (limit_set, circ_mod)
130 -- Linkage between limit sets and copy locations
131 CREATE TABLE config.circ_limit_set_copy_loc_map (
132 id SERIAL PRIMARY KEY,
133 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
134 copy_loc INT NOT NULL REFERENCES asset.copy_location (id) ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
135 CONSTRAINT cl_once_per_set UNIQUE (limit_set, copy_loc)
138 -- Linkage between limit sets and limit groups
139 CREATE TABLE config.circ_limit_set_group_map (
140 id SERIAL PRIMARY KEY,
141 limit_set INT NOT NULL REFERENCES config.circ_limit_set (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
142 limit_group INT NOT NULL REFERENCES config.circ_limit_group (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
143 check_only BOOL NOT NULL DEFAULT FALSE, -- If true, don't accumulate this limit_group for storing with the circulation
144 CONSTRAINT clg_once_per_set UNIQUE (limit_set, limit_group)
147 -- Linkage between limit groups and circulations
148 CREATE TABLE action.circulation_limit_group_map (
149 circ BIGINT NOT NULL REFERENCES action.circulation (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
150 limit_group INT NOT NULL REFERENCES config.circ_limit_group (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
151 PRIMARY KEY (circ, limit_group)
154 -- Function for populating the circ/limit group mappings
155 CREATE OR REPLACE FUNCTION action.link_circ_limit_groups ( BIGINT, INT[] ) RETURNS VOID AS $func$
156 INSERT INTO action.circulation_limit_group_map(circ, limit_group) SELECT $1, id FROM config.circ_limit_group WHERE id IN (SELECT * FROM UNNEST($2));
159 CREATE TYPE action.found_circ_matrix_matchpoint AS ( success BOOL, matchpoint config.circ_matrix_matchpoint, buildrows INT[] );
161 CREATE OR REPLACE FUNCTION action.find_circ_matrix_matchpoint( context_ou INT, item_object asset.copy, user_object actor.usr, renewal BOOL ) RETURNS action.found_circ_matrix_matchpoint AS $func$
163 cn_object asset.call_number%ROWTYPE;
164 rec_descriptor metabib.rec_descriptor%ROWTYPE;
165 cur_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
166 matchpoint config.circ_matrix_matchpoint%ROWTYPE;
167 weights config.circ_matrix_weights%ROWTYPE;
169 my_item_age INTERVAL;
170 denominator NUMERIC(6,2);
172 result action.found_circ_matrix_matchpoint;
175 result.success = false;
178 SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number;
179 SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = cn_object.record;
181 -- Pre-generate this so we only calc it once
182 IF user_object.dob IS NOT NULL THEN
183 SELECT INTO user_age age(user_object.dob);
187 SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
189 -- Grab the closest set circ weight setting.
190 SELECT INTO weights cw.*
191 FROM config.weight_assoc wa
192 JOIN config.circ_matrix_weights cw ON (cw.id = wa.circ_weights)
193 JOIN actor.org_unit_ancestors_distance( context_ou ) d ON (wa.org_unit = d.id)
198 -- No weights? Bad admin! Defaults to handle that anyway.
199 IF weights.id IS NULL THEN
201 weights.org_unit := 10.0;
202 weights.circ_modifier := 5.0;
203 weights.copy_location := 5.0;
204 weights.marc_type := 4.0;
205 weights.marc_form := 3.0;
206 weights.marc_bib_level := 2.0;
207 weights.marc_vr_format := 2.0;
208 weights.copy_circ_lib := 8.0;
209 weights.copy_owning_lib := 8.0;
210 weights.user_home_ou := 8.0;
211 weights.ref_flag := 1.0;
212 weights.juvenile_flag := 6.0;
213 weights.is_renewal := 7.0;
214 weights.usr_age_lower_bound := 0.0;
215 weights.usr_age_upper_bound := 0.0;
216 weights.item_age := 0.0;
219 -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
220 -- If you break your org tree with funky parenting this may be wrong
221 -- Note: This CTE is duplicated in the find_hold_matrix_matchpoint function, and it may be a good idea to split it off to a function
222 -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
223 WITH all_distance(distance) AS (
224 SELECT depth AS distance FROM actor.org_unit_type
226 SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
228 SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
230 -- Loop over all the potential matchpoints
231 FOR cur_matchpoint IN
233 FROM config.circ_matrix_matchpoint m
234 /*LEFT*/ JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.grp = upgad.id
235 /*LEFT*/ JOIN actor.org_unit_ancestors_distance( context_ou ) ctoua ON m.org_unit = ctoua.id
236 LEFT JOIN actor.org_unit_ancestors_distance( cn_object.owning_lib ) cnoua ON m.copy_owning_lib = cnoua.id
237 LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.copy_circ_lib = iooua.id
238 LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
241 -- AND (m.grp IS NULL OR upgad.id IS NOT NULL) -- Optional Permission Group?
243 -- AND (m.org_unit IS NULL OR ctoua.id IS NOT NULL) -- Optional Org Unit?
244 AND (m.copy_owning_lib IS NULL OR cnoua.id IS NOT NULL)
245 AND (m.copy_circ_lib IS NULL OR iooua.id IS NOT NULL)
246 AND (m.user_home_ou IS NULL OR uhoua.id IS NOT NULL)
248 AND (m.is_renewal IS NULL OR m.is_renewal = renewal)
249 -- Static User Checks
250 AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
251 AND (m.usr_age_lower_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_lower_bound < user_age))
252 AND (m.usr_age_upper_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_upper_bound > user_age))
253 -- Static Item Checks
254 AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
255 AND (m.copy_location IS NULL OR m.copy_location = item_object.location)
256 AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
257 AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
258 AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
259 AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
260 AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
261 AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
264 CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.grp - (upgad.distance/denominator)) ELSE 0.0 END +
266 CASE WHEN ctoua.distance IS NOT NULL THEN 2^(2*weights.org_unit - (ctoua.distance/denominator)) ELSE 0.0 END +
267 CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.copy_owning_lib - (cnoua.distance/denominator)) ELSE 0.0 END +
268 CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.copy_circ_lib - (iooua.distance/denominator)) ELSE 0.0 END +
269 CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
270 -- Circ Type -- Note: 4^x is equiv to 2^(2*x)
271 CASE WHEN m.is_renewal IS NOT NULL THEN 4^weights.is_renewal ELSE 0.0 END +
272 -- Static User Checks
273 CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
274 CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 4^weights.usr_age_lower_bound ELSE 0.0 END +
275 CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 4^weights.usr_age_upper_bound ELSE 0.0 END +
276 -- Static Item Checks
277 CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
278 CASE WHEN m.copy_location IS NOT NULL THEN 4^weights.copy_location ELSE 0.0 END +
279 CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
280 CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
281 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
282 CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
283 -- Item age has a slight adjustment to weight based on value.
284 -- This should ensure that a shorter age limit comes first when all else is equal.
285 -- NOTE: This assumes that intervals will normally be in days.
286 CASE WHEN m.item_age IS NOT NULL THEN 4^weights.item_age - 1 + 86400/EXTRACT(EPOCH FROM m.item_age) ELSE 0.0 END DESC,
287 -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
288 -- This prevents "we changed the table order by updating a rule, and we started getting different results"
291 -- Record the full matching row list
292 row_list := row_list || cur_matchpoint.id;
294 -- No matchpoint yet?
295 IF matchpoint.id IS NULL THEN
296 -- Take the entire matchpoint as a starting point
297 matchpoint := cur_matchpoint;
298 CONTINUE; -- No need to look at this row any more.
301 -- Incomplete matchpoint?
302 IF matchpoint.circulate IS NULL THEN
303 matchpoint.circulate := cur_matchpoint.circulate;
305 IF matchpoint.duration_rule IS NULL THEN
306 matchpoint.duration_rule := cur_matchpoint.duration_rule;
308 IF matchpoint.recurring_fine_rule IS NULL THEN
309 matchpoint.recurring_fine_rule := cur_matchpoint.recurring_fine_rule;
311 IF matchpoint.max_fine_rule IS NULL THEN
312 matchpoint.max_fine_rule := cur_matchpoint.max_fine_rule;
314 IF matchpoint.hard_due_date IS NULL THEN
315 matchpoint.hard_due_date := cur_matchpoint.hard_due_date;
317 IF matchpoint.total_copy_hold_ratio IS NULL THEN
318 matchpoint.total_copy_hold_ratio := cur_matchpoint.total_copy_hold_ratio;
320 IF matchpoint.available_copy_hold_ratio IS NULL THEN
321 matchpoint.available_copy_hold_ratio := cur_matchpoint.available_copy_hold_ratio;
323 IF matchpoint.renewals IS NULL THEN
324 matchpoint.renewals := cur_matchpoint.renewals;
326 IF matchpoint.grace_period IS NULL THEN
327 matchpoint.grace_period := cur_matchpoint.grace_period;
331 -- Check required fields
332 IF matchpoint.circulate IS NOT NULL AND
333 matchpoint.duration_rule IS NOT NULL AND
334 matchpoint.recurring_fine_rule IS NOT NULL AND
335 matchpoint.max_fine_rule IS NOT NULL THEN
336 -- All there? We have a completed match.
337 result.success := true;
340 -- Include the assembled matchpoint, even if it isn't complete
341 result.matchpoint := matchpoint;
343 -- Include (for debugging) the full list of matching rows
344 result.buildrows := row_list;
346 -- Hand the result back to caller
349 $func$ LANGUAGE plpgsql;
351 -- Helper function - For manual calling, it can be easier to pass in IDs instead of objects
352 CREATE OR REPLACE FUNCTION action.find_circ_matrix_matchpoint( context_ou INT, match_item BIGINT, match_user INT, renewal BOOL ) RETURNS SETOF action.found_circ_matrix_matchpoint AS $func$
354 item_object asset.copy%ROWTYPE;
355 user_object actor.usr%ROWTYPE;
357 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
358 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
360 RETURN QUERY SELECT * FROM action.find_circ_matrix_matchpoint( context_ou, item_object, user_object, renewal );
362 $func$ LANGUAGE plpgsql;
364 CREATE TYPE action.hold_stats AS (
368 total_copy_ratio FLOAT,
369 available_copy_ratio FLOAT
372 CREATE OR REPLACE FUNCTION action.copy_related_hold_stats (copy_id BIGINT) RETURNS action.hold_stats AS $func$
374 output action.hold_stats%ROWTYPE;
377 available_count INT := 0;
378 hold_map_data RECORD;
381 output.hold_count := 0;
382 output.copy_count := 0;
383 output.available_count := 0;
385 SELECT COUNT( DISTINCT m.hold ) INTO hold_count
386 FROM action.hold_copy_map m
387 JOIN action.hold_request h ON (m.hold = h.id)
388 WHERE m.target_copy = copy_id
391 output.hold_count := hold_count;
393 IF output.hold_count > 0 THEN
395 SELECT DISTINCT m.target_copy,
397 FROM action.hold_copy_map m
398 JOIN asset.copy acp ON (m.target_copy = acp.id)
399 JOIN action.hold_request h ON (m.hold = h.id)
400 WHERE m.hold IN ( SELECT DISTINCT hold FROM action.hold_copy_map WHERE target_copy = copy_id ) AND NOT h.frozen
402 output.copy_count := output.copy_count + 1;
403 IF hold_map_data.status IN (SELECT id FROM config.copy_status WHERE holdable AND is_available) THEN
404 output.available_count := output.available_count + 1;
407 output.total_copy_ratio = output.copy_count::FLOAT / output.hold_count::FLOAT;
408 output.available_copy_ratio = output.available_count::FLOAT / output.hold_count::FLOAT;
415 $func$ LANGUAGE PLPGSQL;
417 CREATE TYPE action.circ_matrix_test_result AS ( success BOOL, fail_part TEXT, buildrows INT[], matchpoint INT, circulate BOOL, duration_rule INT, recurring_fine_rule INT, max_fine_rule INT, hard_due_date INT, renewals INT, grace_period INTERVAL, limit_groups INT[] );
418 CREATE OR REPLACE FUNCTION action.item_user_circ_test( circ_ou INT, match_item BIGINT, match_user INT, renewal BOOL ) RETURNS SETOF action.circ_matrix_test_result AS $func$
420 user_object actor.usr%ROWTYPE;
421 standing_penalty config.standing_penalty%ROWTYPE;
422 item_object asset.copy%ROWTYPE;
423 item_status_object config.copy_status%ROWTYPE;
424 item_location_object asset.copy_location%ROWTYPE;
425 result action.circ_matrix_test_result;
426 circ_test action.found_circ_matrix_matchpoint;
427 circ_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
428 circ_limit_set config.circ_limit_set%ROWTYPE;
429 hold_ratio action.hold_stats%ROWTYPE;
433 context_org_list INT[];
439 -- Assume success unless we hit a failure condition
440 result.success := TRUE;
442 -- Need user info to look up matchpoints
443 SELECT INTO user_object * FROM actor.usr WHERE id = match_user AND NOT deleted;
445 -- (Insta)Fail if we couldn't find the user
446 IF user_object.id IS NULL THEN
447 result.fail_part := 'no_user';
448 result.success := FALSE;
454 -- Need item info to look up matchpoints
455 SELECT INTO item_object * FROM asset.copy WHERE id = match_item AND NOT deleted;
457 -- (Insta)Fail if we couldn't find the item
458 IF item_object.id IS NULL THEN
459 result.fail_part := 'no_item';
460 result.success := FALSE;
466 SELECT INTO circ_test * FROM action.find_circ_matrix_matchpoint(circ_ou, item_object, user_object, renewal);
468 circ_matchpoint := circ_test.matchpoint;
469 result.matchpoint := circ_matchpoint.id;
470 result.circulate := circ_matchpoint.circulate;
471 result.duration_rule := circ_matchpoint.duration_rule;
472 result.recurring_fine_rule := circ_matchpoint.recurring_fine_rule;
473 result.max_fine_rule := circ_matchpoint.max_fine_rule;
474 result.hard_due_date := circ_matchpoint.hard_due_date;
475 result.renewals := circ_matchpoint.renewals;
476 result.grace_period := circ_matchpoint.grace_period;
477 result.buildrows := circ_test.buildrows;
479 -- (Insta)Fail if we couldn't find a matchpoint
480 IF circ_test.success = false THEN
481 result.fail_part := 'no_matchpoint';
482 result.success := FALSE;
488 -- All failures before this point are non-recoverable
489 -- Below this point are possibly overridable failures
491 -- Fail if the user is barred
492 IF user_object.barred IS TRUE THEN
493 result.fail_part := 'actor.usr.barred';
494 result.success := FALSE;
499 -- Fail if the item can't circulate
500 IF item_object.circulate IS FALSE THEN
501 result.fail_part := 'asset.copy.circulate';
502 result.success := FALSE;
507 -- Fail if the item isn't in a circulateable status on a non-renewal
508 IF NOT renewal AND item_object.status <> 8 AND item_object.status NOT IN (
509 (SELECT id FROM config.copy_status WHERE is_available) ) THEN
510 result.fail_part := 'asset.copy.status';
511 result.success := FALSE;
514 -- Alternately, fail if the item isn't checked out on a renewal
515 ELSIF renewal AND item_object.status <> 1 THEN
516 result.fail_part := 'asset.copy.status';
517 result.success := FALSE;
522 -- Fail if the item can't circulate because of the shelving location
523 SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
524 IF item_location_object.circulate IS FALSE THEN
525 result.fail_part := 'asset.copy_location.circulate';
526 result.success := FALSE;
531 -- Use Circ OU for penalties and such
532 SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( circ_ou );
534 -- Proximity of user's home_ou to circ_ou to see if penalties should be ignored.
535 SELECT INTO home_prox prox FROM actor.org_unit_proximity WHERE from_org = user_object.home_ou AND to_org = circ_ou;
537 -- Proximity of user's home_ou to item circ_lib to see if penalties should be ignored.
538 SELECT INTO item_prox prox FROM actor.org_unit_proximity WHERE from_org = user_object.home_ou AND to_org = item_object.circ_lib;
541 penalty_type = '%RENEW%';
543 penalty_type = '%CIRC%';
546 -- Look up any custom override for PATRON_EXCEEDS_FINES penalty
547 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_FINES', circ_ou);
548 IF NOT FOUND THEN penalty_id := 1; END IF;
550 FOR standing_penalty IN
551 SELECT DISTINCT csp.*
552 FROM actor.usr_standing_penalty usp
553 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
554 WHERE usr = match_user
555 AND usp.org_unit IN ( SELECT * FROM unnest(context_org_list) )
556 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
557 AND (csp.ignore_proximity IS NULL
558 OR csp.ignore_proximity < home_prox
559 OR csp.ignore_proximity < item_prox)
560 AND csp.block_list LIKE penalty_type LOOP
561 -- override PATRON_EXCEEDS_FINES penalty for renewals based on org setting
562 IF renewal AND standing_penalty.id = penalty_id THEN
563 SELECT INTO permit_renew value FROM actor.org_unit_ancestor_setting('circ.permit_renew_when_exceeds_fines', circ_ou);
564 IF permit_renew IS NOT NULL AND permit_renew ILIKE 'true' THEN
569 result.fail_part := standing_penalty.name;
570 result.success := FALSE;
575 -- Fail if the test is set to hard non-circulating
576 IF circ_matchpoint.circulate IS FALSE THEN
577 result.fail_part := 'config.circ_matrix_test.circulate';
578 result.success := FALSE;
583 -- Fail if the total copy-hold ratio is too low
584 IF circ_matchpoint.total_copy_hold_ratio IS NOT NULL THEN
585 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
586 IF hold_ratio.total_copy_ratio IS NOT NULL AND hold_ratio.total_copy_ratio < circ_matchpoint.total_copy_hold_ratio THEN
587 result.fail_part := 'config.circ_matrix_test.total_copy_hold_ratio';
588 result.success := FALSE;
594 -- Fail if the available copy-hold ratio is too low
595 IF circ_matchpoint.available_copy_hold_ratio IS NOT NULL THEN
596 IF hold_ratio.hold_count IS NULL THEN
597 SELECT INTO hold_ratio * FROM action.copy_related_hold_stats(match_item);
599 IF hold_ratio.available_copy_ratio IS NOT NULL AND hold_ratio.available_copy_ratio < circ_matchpoint.available_copy_hold_ratio THEN
600 result.fail_part := 'config.circ_matrix_test.available_copy_hold_ratio';
601 result.success := FALSE;
607 -- Fail if the user has too many items out by defined limit sets
608 FOR circ_limit_set IN SELECT ccls.* FROM config.circ_limit_set ccls
609 JOIN config.circ_matrix_limit_set_map ccmlsm ON ccmlsm.limit_set = ccls.id
610 WHERE ccmlsm.active AND ( ccmlsm.matchpoint = circ_matchpoint.id OR
611 ( ccmlsm.matchpoint IN (SELECT * FROM unnest(result.buildrows)) AND ccmlsm.fallthrough )
613 IF circ_limit_set.items_out > 0 AND NOT renewal THEN
614 SELECT INTO context_org_list ARRAY_AGG(aou.id)
615 FROM actor.org_unit_full_path( circ_ou ) aou
616 JOIN actor.org_unit_type aout ON aou.ou_type = aout.id
617 WHERE aout.depth >= circ_limit_set.depth;
618 IF circ_limit_set.global THEN
619 WITH RECURSIVE descendant_depth AS (
622 FROM actor.org_unit ou
623 WHERE ou.id IN (SELECT * FROM unnest(context_org_list))
627 FROM actor.org_unit ou
628 JOIN descendant_depth ot ON (ot.id = ou.parent_ou)
629 ) SELECT INTO context_org_list ARRAY_AGG(ou.id) FROM actor.org_unit ou JOIN descendant_depth USING (id);
631 SELECT INTO items_out COUNT(DISTINCT circ.id)
632 FROM action.circulation circ
633 JOIN asset.copy copy ON (copy.id = circ.target_copy)
634 LEFT JOIN action.circulation_limit_group_map aclgm ON (circ.id = aclgm.circ)
635 WHERE circ.usr = match_user
636 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
637 AND circ.checkin_time IS NULL
638 AND circ.xact_finish IS NULL
639 AND (circ.stop_fines IN ('MAXFINES','LONGOVERDUE') OR circ.stop_fines IS NULL)
640 AND (copy.circ_modifier IN (SELECT circ_mod FROM config.circ_limit_set_circ_mod_map WHERE limit_set = circ_limit_set.id)
641 OR copy.location IN (SELECT copy_loc FROM config.circ_limit_set_copy_loc_map WHERE limit_set = circ_limit_set.id)
642 OR aclgm.limit_group IN (SELECT limit_group FROM config.circ_limit_set_group_map WHERE limit_set = circ_limit_set.id)
644 IF items_out >= circ_limit_set.items_out THEN
645 result.fail_part := 'config.circ_matrix_circ_mod_test';
646 result.success := FALSE;
651 SELECT INTO result.limit_groups result.limit_groups || ARRAY_AGG(limit_group) FROM config.circ_limit_set_group_map WHERE limit_set = circ_limit_set.id AND NOT check_only;
654 -- If we passed everything, return the successful matchpoint
661 $func$ LANGUAGE plpgsql;
663 CREATE OR REPLACE FUNCTION action.item_user_circ_test( INT, BIGINT, INT ) RETURNS SETOF action.circ_matrix_test_result AS $func$
664 SELECT * FROM action.item_user_circ_test( $1, $2, $3, FALSE );
667 CREATE OR REPLACE FUNCTION action.item_user_renew_test( INT, BIGINT, INT ) RETURNS SETOF action.circ_matrix_test_result AS $func$
668 SELECT * FROM action.item_user_circ_test( $1, $2, $3, TRUE );
671 CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
673 user_object actor.usr%ROWTYPE;
674 new_sp_row actor.usr_standing_penalty%ROWTYPE;
675 existing_sp_row actor.usr_standing_penalty%ROWTYPE;
676 collections_fines permission.grp_penalty_threshold%ROWTYPE;
677 max_fines permission.grp_penalty_threshold%ROWTYPE;
678 max_overdue permission.grp_penalty_threshold%ROWTYPE;
679 max_items_out permission.grp_penalty_threshold%ROWTYPE;
680 max_lost permission.grp_penalty_threshold%ROWTYPE;
681 max_longoverdue permission.grp_penalty_threshold%ROWTYPE;
687 items_longoverdue INT;
688 context_org_list INT[];
689 current_fines NUMERIC(8,2) := 0.0;
690 tmp_fines NUMERIC(8,2);
693 tmp_org actor.org_unit%ROWTYPE;
694 tmp_penalty config.standing_penalty%ROWTYPE;
697 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
700 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
701 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_FINES', context_org);
702 IF NOT FOUND THEN penalty_id := 1; END IF;
704 -- Fail if the user has a high fine balance
706 tmp_grp := user_object.profile;
708 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = penalty_id AND org_unit = tmp_org.id;
710 IF max_fines.threshold IS NULL THEN
711 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
716 IF tmp_grp IS NULL THEN
721 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
725 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
729 IF max_fines.threshold IS NOT NULL THEN
730 -- The IN clause in all of the RETURN QUERY calls is used to surface now-stale non-custom penalties
731 -- so that the calling code can clear them at the boundary where custom penalties are configured.
732 -- Otherwise we would see orphaned "stock" system penalties that would never go away on their own.
735 FROM actor.usr_standing_penalty
736 WHERE usr = match_user
737 AND org_unit = max_fines.org_unit
738 AND (stop_date IS NULL or stop_date > NOW())
739 AND standing_penalty IN (1, penalty_id);
741 SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( max_fines.org_unit );
743 SELECT SUM(f.balance_owed) INTO current_fines
744 FROM money.materialized_billable_xact_summary f
747 FROM booking.reservation r
748 WHERE r.usr = match_user
749 AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
750 AND xact_finish IS NULL
754 WHERE g.usr = match_user
755 AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
756 AND xact_finish IS NULL
759 FROM action.circulation circ
760 WHERE circ.usr = match_user
761 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
762 AND xact_finish IS NULL ) l USING (id);
764 IF current_fines >= max_fines.threshold THEN
765 new_sp_row.usr := match_user;
766 new_sp_row.org_unit := max_fines.org_unit;
767 new_sp_row.standing_penalty := penalty_id;
768 RETURN NEXT new_sp_row;
772 -- Start over for max overdue
773 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
774 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_OVERDUE_COUNT', context_org);
775 IF NOT FOUND THEN penalty_id := 2; END IF;
777 -- Fail if the user has too many overdue items
779 tmp_grp := user_object.profile;
782 SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = penalty_id AND org_unit = tmp_org.id;
784 IF max_overdue.threshold IS NULL THEN
785 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
790 IF tmp_grp IS NULL THEN
795 IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
799 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
803 IF max_overdue.threshold IS NOT NULL THEN
807 FROM actor.usr_standing_penalty
808 WHERE usr = match_user
809 AND org_unit = max_overdue.org_unit
810 AND (stop_date IS NULL or stop_date > NOW())
811 AND standing_penalty IN (2, penalty_id);
813 SELECT INTO items_overdue COUNT(*)
814 FROM action.circulation circ
815 JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
816 WHERE circ.usr = match_user
817 AND circ.checkin_time IS NULL
818 AND circ.due_date < NOW()
819 AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
821 IF items_overdue >= max_overdue.threshold::INT THEN
822 new_sp_row.usr := match_user;
823 new_sp_row.org_unit := max_overdue.org_unit;
824 new_sp_row.standing_penalty := penalty_id;
825 RETURN NEXT new_sp_row;
829 -- Start over for max out
830 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
831 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_CHECKOUT_COUNT', context_org);
832 IF NOT FOUND THEN penalty_id := 3; END IF;
834 -- Fail if the user has too many checked out items
836 tmp_grp := user_object.profile;
838 SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = penalty_id AND org_unit = tmp_org.id;
840 IF max_items_out.threshold IS NULL THEN
841 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
846 IF tmp_grp IS NULL THEN
851 IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
855 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
860 -- Fail if the user has too many items checked out
861 IF max_items_out.threshold IS NOT NULL THEN
865 FROM actor.usr_standing_penalty
866 WHERE usr = match_user
867 AND org_unit = max_items_out.org_unit
868 AND (stop_date IS NULL or stop_date > NOW())
869 AND standing_penalty IN (3, penalty_id);
871 SELECT INTO items_out COUNT(*)
872 FROM action.circulation circ
873 JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
874 WHERE circ.usr = match_user
875 AND circ.checkin_time IS NULL
876 AND (circ.stop_fines IN (
877 SELECT 'MAXFINES'::TEXT
879 SELECT 'LONGOVERDUE'::TEXT
885 WHEN (SELECT value FROM actor.org_unit_ancestor_setting('circ.tally_lost', circ.circ_lib)) ILIKE 'true' THEN 'true'
890 SELECT 'CLAIMSRETURNED'::TEXT
894 WHEN (SELECT value FROM actor.org_unit_ancestor_setting('circ.do_not_tally_claims_returned', circ.circ_lib)) ILIKE 'true' THEN 'true'
898 ) OR circ.stop_fines IS NULL)
899 AND xact_finish IS NULL;
901 IF items_out >= max_items_out.threshold::INT THEN
902 new_sp_row.usr := match_user;
903 new_sp_row.org_unit := max_items_out.org_unit;
904 new_sp_row.standing_penalty := penalty_id;
905 RETURN NEXT new_sp_row;
909 -- Start over for max lost
910 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
911 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_LOST_COUNT', context_org);
912 IF NOT FOUND THEN penalty_id := 5; END IF;
914 -- Fail if the user has too many lost items
916 tmp_grp := user_object.profile;
919 SELECT * INTO max_lost FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = penalty_id AND org_unit = tmp_org.id;
921 IF max_lost.threshold IS NULL THEN
922 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
927 IF tmp_grp IS NULL THEN
932 IF max_lost.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
936 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
940 IF max_lost.threshold IS NOT NULL THEN
944 FROM actor.usr_standing_penalty
945 WHERE usr = match_user
946 AND org_unit = max_lost.org_unit
947 AND (stop_date IS NULL or stop_date > NOW())
948 AND standing_penalty IN (5, penalty_id);
950 SELECT INTO items_lost COUNT(*)
951 FROM action.circulation circ
952 JOIN actor.org_unit_full_path( max_lost.org_unit ) fp ON (circ.circ_lib = fp.id)
953 WHERE circ.usr = match_user
954 AND circ.checkin_time IS NULL
955 AND (circ.stop_fines = 'LOST')
956 AND xact_finish IS NULL;
958 IF items_lost >= max_lost.threshold::INT AND 0 < max_lost.threshold::INT THEN
959 new_sp_row.usr := match_user;
960 new_sp_row.org_unit := max_lost.org_unit;
961 new_sp_row.standing_penalty := penalty_id;
962 RETURN NEXT new_sp_row;
966 -- Start over for max longoverdue
967 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
968 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_LONGOVERDUE_COUNT', context_org);
969 IF NOT FOUND THEN penalty_id := 35; END IF;
971 -- Fail if the user has too many longoverdue items
973 tmp_grp := user_object.profile;
976 SELECT * INTO max_longoverdue
977 FROM permission.grp_penalty_threshold
978 WHERE grp = tmp_grp AND
979 penalty = penalty_id AND
980 org_unit = tmp_org.id;
982 IF max_longoverdue.threshold IS NULL THEN
983 SELECT parent INTO tmp_grp
984 FROM permission.grp_tree WHERE id = tmp_grp;
989 IF tmp_grp IS NULL THEN
994 IF max_longoverdue.threshold IS NOT NULL
995 OR tmp_org.parent_ou IS NULL THEN
999 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
1003 IF max_longoverdue.threshold IS NOT NULL THEN
1007 FROM actor.usr_standing_penalty
1008 WHERE usr = match_user
1009 AND org_unit = max_longoverdue.org_unit
1010 AND (stop_date IS NULL or stop_date > NOW())
1011 AND standing_penalty IN (35, penalty_id);
1013 SELECT INTO items_longoverdue COUNT(*)
1014 FROM action.circulation circ
1015 JOIN actor.org_unit_full_path( max_longoverdue.org_unit ) fp
1016 ON (circ.circ_lib = fp.id)
1017 WHERE circ.usr = match_user
1018 AND circ.checkin_time IS NULL
1019 AND (circ.stop_fines = 'LONGOVERDUE')
1020 AND xact_finish IS NULL;
1022 IF items_longoverdue >= max_longoverdue.threshold::INT
1023 AND 0 < max_longoverdue.threshold::INT THEN
1024 new_sp_row.usr := match_user;
1025 new_sp_row.org_unit := max_longoverdue.org_unit;
1026 new_sp_row.standing_penalty := penalty_id;
1027 RETURN NEXT new_sp_row;
1032 -- Start over for collections warning
1033 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
1034 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_EXCEEDS_COLLECTIONS_WARNING', context_org);
1035 IF NOT FOUND THEN penalty_id := 4; END IF;
1037 -- Fail if the user has a collections-level fine balance
1039 tmp_grp := user_object.profile;
1041 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = penalty_id AND org_unit = tmp_org.id;
1043 IF max_fines.threshold IS NULL THEN
1044 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
1049 IF tmp_grp IS NULL THEN
1054 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
1058 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
1062 IF max_fines.threshold IS NOT NULL THEN
1066 FROM actor.usr_standing_penalty
1067 WHERE usr = match_user
1068 AND org_unit = max_fines.org_unit
1069 AND (stop_date IS NULL or stop_date > NOW())
1070 AND standing_penalty IN (4, penalty_id);
1072 SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( max_fines.org_unit );
1074 SELECT SUM(f.balance_owed) INTO current_fines
1075 FROM money.materialized_billable_xact_summary f
1078 FROM booking.reservation r
1079 WHERE r.usr = match_user
1080 AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
1081 AND r.xact_finish IS NULL
1084 FROM money.grocery g
1085 WHERE g.usr = match_user
1086 AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
1087 AND g.xact_finish IS NULL
1090 FROM action.circulation circ
1091 WHERE circ.usr = match_user
1092 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
1093 AND circ.xact_finish IS NULL ) l USING (id);
1095 IF current_fines >= max_fines.threshold THEN
1096 new_sp_row.usr := match_user;
1097 new_sp_row.org_unit := max_fines.org_unit;
1098 new_sp_row.standing_penalty := penalty_id;
1099 RETURN NEXT new_sp_row;
1103 -- Start over for in collections
1104 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
1105 SELECT BTRIM(value,'"')::INT INTO penalty_id FROM actor.org_unit_ancestor_setting('circ.custom_penalty_override.PATRON_IN_COLLECTIONS', context_org);
1106 IF NOT FOUND THEN penalty_id := 30; END IF;
1108 -- Remove the in-collections penalty if the user has paid down enough
1109 -- This penalty is different, because this code is not responsible for creating
1110 -- new in-collections penalties, only for removing them
1112 tmp_grp := user_object.profile;
1114 SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = penalty_id AND org_unit = tmp_org.id;
1116 IF max_fines.threshold IS NULL THEN
1117 SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
1122 IF tmp_grp IS NULL THEN
1127 IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
1131 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
1135 IF max_fines.threshold IS NOT NULL THEN
1137 SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( max_fines.org_unit );
1139 -- first, see if the user had paid down to the threshold
1140 SELECT SUM(f.balance_owed) INTO current_fines
1141 FROM money.materialized_billable_xact_summary f
1144 FROM booking.reservation r
1145 WHERE r.usr = match_user
1146 AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
1147 AND r.xact_finish IS NULL
1150 FROM money.grocery g
1151 WHERE g.usr = match_user
1152 AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
1153 AND g.xact_finish IS NULL
1156 FROM action.circulation circ
1157 WHERE circ.usr = match_user
1158 AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
1159 AND circ.xact_finish IS NULL ) l USING (id);
1161 IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
1162 -- patron has paid down enough
1164 SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = penalty_id;
1166 IF tmp_penalty.org_depth IS NOT NULL THEN
1168 -- since this code is not responsible for applying the penalty, it can't
1169 -- guarantee the current context org will match the org at which the penalty
1170 --- was applied. search up the org tree until we hit the configured penalty depth
1171 SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
1172 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
1174 WHILE tmp_depth >= tmp_penalty.org_depth LOOP
1178 FROM actor.usr_standing_penalty
1179 WHERE usr = match_user
1180 AND org_unit = tmp_org.id
1181 AND (stop_date IS NULL or stop_date > NOW())
1182 AND standing_penalty IN (30, penalty_id);
1184 IF tmp_org.parent_ou IS NULL THEN
1188 SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
1189 SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
1194 -- no penalty depth is defined, look for exact matches
1198 FROM actor.usr_standing_penalty
1199 WHERE usr = match_user
1200 AND org_unit = max_fines.org_unit
1201 AND (stop_date IS NULL or stop_date > NOW())
1202 AND standing_penalty IN (30, penalty_id);
1211 $func$ LANGUAGE plpgsql;