3 -- If, for some reason, you need to reload this chunk of the schema
4 -- just use the following two statements to remove the tables before
5 -- running the rest of the file. See 950.data.seed-values.sql for
6 -- the one default entry to add back to config.hold_matrix_matchpoint.
8 DROP TABLE config.hold_matrix_matchpoint CASCADE;
9 DROP TABLE config.hold_matrix_test CASCADE;
17 -- ****** Which ruleset and tests to use *******
19 -- * Most specific range for org_unit and grp wins.
21 -- * circ_modifier match takes precidence over marc_type match, if circ_modifier is set here
23 -- * marc_type is first checked against the circ_as_type from the copy, then the item type from the marc record
25 -- * If neither circ_modifier nor marc_type is set (both are NULLABLE) then the entry defines the default
26 -- ruleset and tests for the OU + group (like BOOK in PINES)
31 CREATE TABLE config.hold_matrix_matchpoint (
32 id SERIAL PRIMARY KEY,
33 active BOOL NOT NULL DEFAULT TRUE,
34 user_home_ou INT 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"
35 request_ou INT 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"
36 pickup_ou INT 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"
37 item_owning_ou INT 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"
38 item_circ_ou INT 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"
39 usr_grp INT 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
40 requestor_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
41 circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
42 marc_type TEXT REFERENCES config.item_type_map (code) DEFERRABLE INITIALLY DEFERRED,
43 marc_form TEXT REFERENCES config.item_form_map (code) DEFERRABLE INITIALLY DEFERRED,
44 marc_vr_format TEXT REFERENCES config.videorecording_format_map (code) DEFERRABLE INITIALLY DEFERRED,
47 holdable BOOL NOT NULL DEFAULT TRUE, -- Hard "can't hold" flag requiring an override
48 distance_is_from_owner BOOL NOT NULL DEFAULT FALSE, -- How to calculate transit_range. True means owning lib, false means copy circ lib
49 transit_range INT REFERENCES actor.org_unit_type (id) DEFERRABLE INITIALLY DEFERRED, -- Can circ inside range of cn.owner/cp.circ_lib at depth of the org_unit_type specified here
50 max_holds INT, -- Total hold requests must be less than this, NULL means skip (always pass)
51 include_frozen_holds BOOL NOT NULL DEFAULT TRUE, -- Include frozen hold requests in the count for max_holds test
52 stop_blocked_user BOOL NOT NULL DEFAULT FALSE, -- Stop users who cannot check out items from placing holds
53 age_hold_protect_rule INT REFERENCES config.rule_age_hold_protect (id) DEFERRABLE INITIALLY DEFERRED, -- still not sure we want to move this off the copy
54 CONSTRAINT hous_once_per_grp_loc_mod_marc UNIQUE (user_home_ou, request_ou, pickup_ou, item_owning_ou, item_circ_ou, requestor_grp, usr_grp, circ_modifier, marc_type, marc_form, marc_vr_format, ref_flag, juvenile_flag)
57 CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT ) RETURNS INT AS $func$
59 current_requestor_group permission.grp_tree%ROWTYPE;
60 root_ou actor.org_unit%ROWTYPE;
61 requestor_object actor.usr%ROWTYPE;
62 user_object actor.usr%ROWTYPE;
63 item_object asset.copy%ROWTYPE;
64 item_cn_object asset.call_number%ROWTYPE;
65 rec_descriptor metabib.rec_descriptor%ROWTYPE;
66 current_mp_weight FLOAT;
67 matchpoint_weight FLOAT;
69 current_mp config.hold_matrix_matchpoint%ROWTYPE;
70 matchpoint config.hold_matrix_matchpoint%ROWTYPE;
72 SELECT INTO root_ou * FROM actor.org_unit WHERE parent_ou IS NULL;
73 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
74 SELECT INTO requestor_object * FROM actor.usr WHERE id = match_requestor;
75 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
76 SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
77 SELECT INTO rec_descriptor r.* FROM metabib.rec_descriptor r WHERE r.record = item_cn_object.record;
79 PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.usr_not_requestor' AND enabled;
82 SELECT INTO current_requestor_group * FROM permission.grp_tree WHERE id = requestor_object.profile;
84 SELECT INTO current_requestor_group * FROM permission.grp_tree WHERE id = user_object.profile;
88 -- for each potential matchpoint for this ou and group ...
91 FROM config.hold_matrix_matchpoint m
92 WHERE m.requestor_grp = current_requestor_group.id AND m.active
93 ORDER BY CASE WHEN m.circ_modifier IS NOT NULL THEN 16 ELSE 0 END +
94 CASE WHEN m.juvenile_flag IS NOT NULL THEN 16 ELSE 0 END +
95 CASE WHEN m.marc_type IS NOT NULL THEN 8 ELSE 0 END +
96 CASE WHEN m.marc_form IS NOT NULL THEN 4 ELSE 0 END +
97 CASE WHEN m.marc_vr_format IS NOT NULL THEN 2 ELSE 0 END +
98 CASE WHEN m.ref_flag IS NOT NULL THEN 1 ELSE 0 END DESC LOOP
100 current_mp_weight := 5.0;
102 IF current_mp.circ_modifier IS NOT NULL THEN
103 CONTINUE WHEN current_mp.circ_modifier <> item_object.circ_modifier OR item_object.circ_modifier IS NULL;
106 IF current_mp.marc_type IS NOT NULL THEN
107 IF item_object.circ_as_type IS NOT NULL THEN
108 CONTINUE WHEN current_mp.marc_type <> item_object.circ_as_type;
110 CONTINUE WHEN current_mp.marc_type <> rec_descriptor.item_type;
114 IF current_mp.marc_form IS NOT NULL THEN
115 CONTINUE WHEN current_mp.marc_form <> rec_descriptor.item_form;
118 IF current_mp.marc_vr_format IS NOT NULL THEN
119 CONTINUE WHEN current_mp.marc_vr_format <> rec_descriptor.vr_format;
122 IF current_mp.juvenile_flag IS NOT NULL THEN
123 CONTINUE WHEN current_mp.juvenile_flag <> user_object.juvenile;
126 IF current_mp.ref_flag IS NOT NULL THEN
127 CONTINUE WHEN current_mp.ref_flag <> item_object.ref;
131 -- caclulate the rule match weight
132 IF current_mp.item_owning_ou IS NOT NULL AND current_mp.item_owning_ou <> root_ou.id THEN
133 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.item_owning_ou, item_cn_object.owning_lib)::FLOAT + 1.0)::FLOAT;
134 current_mp_weight := current_mp_weight - tmp_weight;
137 IF current_mp.item_circ_ou IS NOT NULL AND current_mp.item_circ_ou <> root_ou.id THEN
138 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.item_circ_ou, item_object.circ_lib)::FLOAT + 1.0)::FLOAT;
139 current_mp_weight := current_mp_weight - tmp_weight;
142 IF current_mp.pickup_ou IS NOT NULL AND current_mp.pickup_ou <> root_ou.id THEN
143 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.pickup_ou, pickup_ou)::FLOAT + 1.0)::FLOAT;
144 current_mp_weight := current_mp_weight - tmp_weight;
147 IF current_mp.request_ou IS NOT NULL AND current_mp.request_ou <> root_ou.id THEN
148 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.request_ou, request_ou)::FLOAT + 1.0)::FLOAT;
149 current_mp_weight := current_mp_weight - tmp_weight;
152 IF current_mp.user_home_ou IS NOT NULL AND current_mp.user_home_ou <> root_ou.id THEN
153 SELECT INTO tmp_weight 1.0 / (actor.org_unit_proximity(current_mp.user_home_ou, user_object.home_ou)::FLOAT + 1.0)::FLOAT;
154 current_mp_weight := current_mp_weight - tmp_weight;
157 -- set the matchpoint if we found the best one
158 IF matchpoint_weight IS NULL OR matchpoint_weight > current_mp_weight THEN
159 matchpoint = current_mp;
160 matchpoint_weight = current_mp_weight;
165 EXIT WHEN current_requestor_group.parent IS NULL OR matchpoint.id IS NOT NULL;
167 SELECT INTO current_requestor_group * FROM permission.grp_tree WHERE id = current_requestor_group.parent;
170 RETURN matchpoint.id;
172 $func$ LANGUAGE plpgsql;
175 CREATE OR REPLACE FUNCTION action.hold_request_permit_test( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT ) RETURNS SETOF action.matrix_test_result AS $func$
178 user_object actor.usr%ROWTYPE;
179 age_protect_object config.rule_age_hold_protect%ROWTYPE;
180 standing_penalty config.standing_penalty%ROWTYPE;
181 transit_range_ou_type actor.org_unit_type%ROWTYPE;
182 transit_source actor.org_unit%ROWTYPE;
183 item_object asset.copy%ROWTYPE;
184 ou_skip actor.org_unit_setting%ROWTYPE;
185 result action.matrix_test_result;
186 hold_test config.hold_matrix_matchpoint%ROWTYPE;
188 hold_transit_prox INT;
189 frozen_hold_count INT;
190 context_org_list INT[];
193 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
194 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( pickup_ou );
196 result.success := TRUE;
198 -- Fail if we couldn't find a user
199 IF user_object.id IS NULL THEN
200 result.fail_part := 'no_user';
201 result.success := FALSE;
207 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
209 -- Fail if we couldn't find a copy
210 IF item_object.id IS NULL THEN
211 result.fail_part := 'no_item';
212 result.success := FALSE;
218 SELECT INTO matchpoint_id action.find_hold_matrix_matchpoint(pickup_ou, request_ou, match_item, match_user, match_requestor);
219 result.matchpoint := matchpoint_id;
221 SELECT INTO ou_skip * FROM actor.org_unit_setting WHERE name = 'circ.holds.target_skip_me' AND org_unit = item_object.circ_lib;
223 -- Fail if the circ_lib for the item has circ.holds.target_skip_me set to true
224 IF ou_skip.id IS NOT NULL AND ou_skip.value = 'true' THEN
225 result.fail_part := 'circ.holds.target_skip_me';
226 result.success := FALSE;
232 -- Fail if user is barred
233 IF user_object.barred IS TRUE THEN
234 result.fail_part := 'actor.usr.barred';
235 result.success := FALSE;
241 -- Fail if we couldn't find any matchpoint (requires a default)
242 IF matchpoint_id IS NULL THEN
243 result.fail_part := 'no_matchpoint';
244 result.success := FALSE;
250 SELECT INTO hold_test * FROM config.hold_matrix_matchpoint WHERE id = matchpoint_id;
252 IF hold_test.holdable IS FALSE THEN
253 result.fail_part := 'config.hold_matrix_test.holdable';
254 result.success := FALSE;
259 IF hold_test.transit_range IS NOT NULL THEN
260 SELECT INTO transit_range_ou_type * FROM actor.org_unit_type WHERE id = hold_test.transit_range;
261 IF hold_test.distance_is_from_owner THEN
262 SELECT INTO transit_source ou.* FROM actor.org_unit ou JOIN asset.call_number cn ON (cn.owning_lib = ou.id) WHERE cn.id = item_object.call_number;
264 SELECT INTO transit_source * FROM actor.org_unit WHERE id = item_object.circ_lib;
267 PERFORM * FROM actor.org_unit_descendants( transit_source.id, transit_range_ou_type.depth ) WHERE id = pickup_ou;
270 result.fail_part := 'transit_range';
271 result.success := FALSE;
277 FOR standing_penalty IN
278 SELECT DISTINCT csp.*
279 FROM actor.usr_standing_penalty usp
280 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
281 WHERE usr = match_user
282 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
283 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
284 AND csp.block_list LIKE '%HOLD%' LOOP
286 result.fail_part := standing_penalty.name;
287 result.success := FALSE;
292 IF hold_test.stop_blocked_user IS TRUE THEN
293 FOR standing_penalty IN
294 SELECT DISTINCT csp.*
295 FROM actor.usr_standing_penalty usp
296 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
297 WHERE usr = match_user
298 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
299 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
300 AND csp.block_list LIKE '%CIRC%' LOOP
302 result.fail_part := standing_penalty.name;
303 result.success := FALSE;
309 IF hold_test.max_holds IS NOT NULL THEN
310 SELECT INTO hold_count COUNT(*)
311 FROM action.hold_request
312 WHERE usr = match_user
313 AND fulfillment_time IS NULL
314 AND cancel_time IS NULL
315 AND CASE WHEN hold_test.include_frozen_holds THEN TRUE ELSE frozen IS FALSE END;
317 IF hold_count >= hold_test.max_holds THEN
318 result.fail_part := 'config.hold_matrix_test.max_holds';
319 result.success := FALSE;
325 IF item_object.age_protect IS NOT NULL THEN
326 SELECT INTO age_protect_object * FROM config.rule_age_hold_protect WHERE id = item_object.age_protect;
328 IF item_object.create_date + age_protect_object.age > NOW() THEN
329 IF hold_test.distance_is_from_owner THEN
330 SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_cn_object.owning_lib AND to_org = pickup_ou;
332 SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_object.circ_lib AND to_org = pickup_ou;
335 IF hold_transit_prox > age_protect_object.prox THEN
336 result.fail_part := 'config.rule_age_hold_protect.prox';
337 result.success := FALSE;
350 $func$ LANGUAGE plpgsql;