1 DROP SCHEMA acq CASCADE;
11 CREATE TABLE acq.currency_type (
12 code TEXT PRIMARY KEY,
16 -- Use the ISO 4217 abbreviations for currency codes
17 INSERT INTO acq.currency_type (code, label) VALUES ('USD','US Dollars');
18 INSERT INTO acq.currency_type (code, label) VALUES ('CAN','Canadian Dollars');
19 INSERT INTO acq.currency_type (code, label) VALUES ('EUR','Euros');
21 CREATE TABLE acq.exchange_rate (
22 id SERIAL PRIMARY KEY,
23 from_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
24 to_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
25 ratio NUMERIC NOT NULL,
26 CONSTRAINT exchange_rate_from_to_once UNIQUE (from_currency,to_currency)
29 INSERT INTO acq.exchange_rate (from_currency,to_currency,ratio) VALUES ('USD','CAN',1.2);
30 INSERT INTO acq.exchange_rate (from_currency,to_currency,ratio) VALUES ('USD','EUR',0.5);
32 CREATE TABLE acq.provider (
33 id SERIAL PRIMARY KEY,
35 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
36 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
40 edi_default INT, -- REFERENCES acq.edi_account (id) DEFERRABLE INITIALLY DEFERRED
41 active BOOL NOT NULL DEFAULT TRUE,
42 prepayment_required BOOL NOT NULL DEFAULT FALSE,
47 default_claim_interval INTERVAL,
48 CONSTRAINT provider_name_once_per_owner UNIQUE (name,owner),
49 CONSTRAINT code_once_per_owner UNIQUE (code, owner)
52 CREATE TABLE acq.provider_holding_subfield_map (
53 id SERIAL PRIMARY KEY,
54 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
55 name TEXT NOT NULL, -- barcode, price, etc
56 subfield TEXT NOT NULL,
57 CONSTRAINT name_once_per_provider UNIQUE (provider,name)
60 CREATE TABLE acq.provider_address (
61 id SERIAL PRIMARY KEY,
62 valid BOOL NOT NULL DEFAULT TRUE,
64 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
65 street1 TEXT NOT NULL,
70 country TEXT NOT NULL,
71 post_code TEXT NOT NULL,
72 fax_phone TEXT NOT NULL
75 CREATE TABLE acq.provider_contact (
76 id SERIAL PRIMARY KEY,
77 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
79 role TEXT, -- free-form.. e.g. "our sales guy"
84 CREATE TABLE acq.provider_contact_address (
85 id SERIAL PRIMARY KEY,
86 valid BOOL NOT NULL DEFAULT TRUE,
88 contact INT NOT NULL REFERENCES acq.provider_contact (id) DEFERRABLE INITIALLY DEFERRED,
89 street1 TEXT NOT NULL,
94 country TEXT NOT NULL,
95 post_code TEXT NOT NULL,
99 CREATE TABLE acq.provider_note (
100 id SERIAL PRIMARY KEY,
101 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
102 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
103 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
104 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
105 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
108 CREATE INDEX acq_pro_note_pro_idx ON acq.provider_note ( provider );
109 CREATE INDEX acq_pro_note_creator_idx ON acq.provider_note ( creator );
110 CREATE INDEX acq_pro_note_editor_idx ON acq.provider_note ( editor );
113 CREATE TABLE acq.funding_source (
114 id SERIAL PRIMARY KEY,
116 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
117 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
119 CONSTRAINT funding_source_name_once_per_owner UNIQUE (name,owner)
122 CREATE TABLE acq.funding_source_credit (
123 id SERIAL PRIMARY KEY,
124 funding_source INT NOT NULL REFERENCES acq.funding_source (id) DEFERRABLE INITIALLY DEFERRED,
125 amount NUMERIC NOT NULL,
127 deadline_date TIMESTAMPTZ,
128 effective_date TIMESTAMPTZ NOT NULL default now()
131 CREATE VIEW acq.ordered_funding_source_credit AS
133 CASE WHEN deadline_date IS NULL THEN
137 END AS sort_priority,
138 CASE WHEN deadline_date IS NULL THEN
148 acq.funding_source_credit;
150 COMMENT ON VIEW acq.ordered_funding_source_credit IS $$
152 * Copyright (C) 2009 Georgia Public Library Service
153 * Scott McKellar <scott@gmail.com>
155 * The acq.ordered_funding_source_credit view is a prioritized
156 * ordering of funding source credits. When ordered by the first
157 * three columns, this view defines the order in which the various
158 * credits are to be tapped for spending, subject to the allocations
159 * in the acq.fund_allocation table.
161 * The first column reflects the principle that we should spend
162 * money with deadlines before spending money without deadlines.
164 * The second column reflects the principle that we should spend the
165 * oldest money first. For money with deadlines, that means that we
166 * spend first from the credit with the earliest deadline. For
167 * money without deadlines, we spend first from the credit with the
168 * earliest effective date.
170 * The third column is a tie breaker to ensure a consistent
175 * This program is free software; you can redistribute it and/or
176 * modify it under the terms of the GNU General Public License
177 * as published by the Free Software Foundation; either version 2
178 * of the License, or (at your option) any later version.
180 * This program is distributed in the hope that it will be useful,
181 * but WITHOUT ANY WARRANTY; without even the implied warranty of
182 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
183 * GNU General Public License for more details.
187 CREATE TABLE acq.fund (
188 id SERIAL PRIMARY KEY,
189 org INT NOT NULL REFERENCES actor.org_unit (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
191 year INT NOT NULL DEFAULT EXTRACT( YEAR FROM NOW() ),
192 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
194 rollover BOOL NOT NULL DEFAULT FALSE,
195 propagate BOOL NOT NULL DEFAULT TRUE,
196 active BOOL NOT NULL DEFAULT TRUE,
197 balance_warning_percent INT CONSTRAINT balance_warning_percent_limit
198 CHECK( balance_warning_percent <= 100 ),
199 balance_stop_percent INT CONSTRAINT balance_stop_percent_limit
200 CHECK( balance_stop_percent <= 100 ),
201 CONSTRAINT name_once_per_org_year UNIQUE (org,name,year),
202 CONSTRAINT code_once_per_org_year UNIQUE (org, code, year),
203 CONSTRAINT acq_fund_rollover_implies_propagate CHECK ( propagate OR NOT rollover )
206 CREATE TABLE acq.fund_debit (
207 id SERIAL PRIMARY KEY,
208 fund INT NOT NULL REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
209 origin_amount NUMERIC NOT NULL, -- pre-exchange-rate amount
210 origin_currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
211 amount NUMERIC NOT NULL,
212 encumbrance BOOL NOT NULL DEFAULT TRUE,
213 debit_type TEXT NOT NULL,
214 xfer_destination INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
215 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
218 CREATE TABLE acq.fund_allocation (
219 id SERIAL PRIMARY KEY,
220 funding_source INT NOT NULL REFERENCES acq.funding_source (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
221 fund INT NOT NULL REFERENCES acq.fund (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
222 amount NUMERIC NOT NULL,
223 allocator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
225 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
227 CREATE INDEX fund_alloc_allocator_idx ON acq.fund_allocation ( allocator );
229 CREATE TABLE acq.fund_allocation_percent
231 id SERIAL PRIMARY KEY,
232 funding_source INT NOT NULL REFERENCES acq.funding_source
233 DEFERRABLE INITIALLY DEFERRED,
234 org INT NOT NULL REFERENCES actor.org_unit
235 DEFERRABLE INITIALLY DEFERRED,
237 percent NUMERIC NOT NULL,
238 allocator INTEGER NOT NULL REFERENCES actor.usr
239 DEFERRABLE INITIALLY DEFERRED,
241 create_time TIMESTAMPTZ NOT NULL DEFAULT now(),
242 CONSTRAINT logical_key UNIQUE( funding_source, org, fund_code ),
243 CONSTRAINT percentage_range CHECK( percent >= 0 AND percent <= 100 )
246 -- Trigger function to validate combination of org_unit and fund_code
248 CREATE OR REPLACE FUNCTION acq.fund_alloc_percent_val()
249 RETURNS TRIGGER AS $$
264 AND code = NEW.fund_code
270 RAISE EXCEPTION 'No fund exists for org % and code %', NEW.org, NEW.fund_code;
275 CREATE TRIGGER acq_fund_alloc_percent_val_trig
276 BEFORE INSERT OR UPDATE ON acq.fund_allocation_percent
277 FOR EACH ROW EXECUTE PROCEDURE acq.fund_alloc_percent_val();
279 -- To do: trigger to verify that percentages don't add up to more than 100
281 CREATE OR REPLACE FUNCTION acq.fap_limit_100()
282 RETURNS TRIGGER AS $$
285 total_percent numeric;
293 acq.fund_allocation_percent AS fap
295 fap.funding_source = NEW.funding_source;
297 IF total_percent > 100 THEN
298 RAISE EXCEPTION 'Total percentages exceed 100 for funding_source %',
306 CREATE TRIGGER acqfap_limit_100_trig
307 AFTER INSERT OR UPDATE ON acq.fund_allocation_percent
308 FOR EACH ROW EXECUTE PROCEDURE acq.fap_limit_100();
310 CREATE TABLE acq.picklist (
311 id SERIAL PRIMARY KEY,
312 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
313 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
314 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
315 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
317 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
318 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
319 CONSTRAINT name_once_per_owner UNIQUE (name,owner)
321 CREATE INDEX acq_picklist_owner_idx ON acq.picklist ( owner );
322 CREATE INDEX acq_picklist_creator_idx ON acq.picklist ( creator );
323 CREATE INDEX acq_picklist_editor_idx ON acq.picklist ( editor );
325 CREATE TABLE acq.cancel_reason (
326 id SERIAL PRIMARY KEY,
327 org_unit INTEGER NOT NULL REFERENCES actor.org_unit( id )
328 DEFERRABLE INITIALLY DEFERRED,
330 description TEXT NOT NULL,
331 CONSTRAINT acq_cancel_reason_one_per_org_unit UNIQUE( org_unit, label )
334 -- Reserve ids 1-999 for stock reasons
335 -- Reserve ids 1000-1999 for EDI reasons
336 -- 2000+ are available for staff to create
338 SELECT SETVAL('acq.cancel_reason_id_seq'::TEXT, 2000);
340 CREATE TABLE acq.purchase_order (
341 id SERIAL PRIMARY KEY,
342 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
343 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
344 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
345 ordering_agency INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
346 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
347 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
348 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
349 state TEXT NOT NULL DEFAULT 'new',
350 order_date TIMESTAMP WITH TIME ZONE,
352 cancel_reason INT REFERENCES acq.cancel_reason( id )
353 DEFERRABLE INITIALLY DEFERRED
355 CREATE INDEX po_owner_idx ON acq.purchase_order (owner);
356 CREATE INDEX po_provider_idx ON acq.purchase_order (provider);
357 CREATE INDEX po_state_idx ON acq.purchase_order (state);
358 CREATE INDEX po_creator_idx ON acq.purchase_order ( creator );
359 CREATE INDEX po_editor_idx ON acq.purchase_order ( editor );
360 CREATE INDEX acq_po_org_name_order_date_idx ON acq.purchase_order( ordering_agency, name, order_date );
362 -- The name should default to the id, as text. We can't reference a column
363 -- in a DEFAULT clause, so we use a trigger:
365 CREATE OR REPLACE FUNCTION acq.purchase_order_name_default () RETURNS TRIGGER
368 IF NEW.name IS NULL THEN
369 NEW.name := NEW.id::TEXT;
376 CREATE TRIGGER po_name_default_trg
377 BEFORE INSERT OR UPDATE ON acq.purchase_order
378 FOR EACH ROW EXECUTE PROCEDURE acq.purchase_order_name_default ();
380 -- The order name should be unique for a given ordering agency on a given order date
381 -- (truncated to midnight), but only where the order_date is not NULL. Conceptually
382 -- this rule requires a check constraint with a subquery. However you can't have a
383 -- subquery in a CHECK constraint, so we fake it with a trigger.
385 CREATE OR REPLACE FUNCTION acq.po_org_name_date_unique () RETURNS TRIGGER
391 -- If order_date is not null, then make sure we don't have a collision
392 -- on order_date (truncated to day), org, and name
394 IF NEW.order_date IS NULL THEN
398 -- In the WHERE clause, we compare the order_dates without regard to time of day.
399 -- We use a pair of inequalities instead of comparing truncated dates so that the
400 -- query can do an indexed range scan.
402 SELECT 1 INTO collision
403 FROM acq.purchase_order
405 ordering_agency = NEW.ordering_agency
407 AND order_date >= date_trunc( 'day', NEW.order_date )
408 AND order_date < date_trunc( 'day', NEW.order_date ) + '1 day'::INTERVAL
411 IF collision IS NULL THEN
412 -- okay, no collision
415 -- collision; nip it in the bud
416 RAISE EXCEPTION 'Colliding purchase orders: ordering_agency %, date %, name ''%''',
417 NEW.ordering_agency, NEW.order_date, NEW.name;
422 CREATE TRIGGER po_org_name_date_unique_trg
423 BEFORE INSERT OR UPDATE ON acq.purchase_order
424 FOR EACH ROW EXECUTE PROCEDURE acq.po_org_name_date_unique ();
426 CREATE TABLE acq.po_note (
427 id SERIAL PRIMARY KEY,
428 purchase_order INT NOT NULL REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
429 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
430 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
431 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
432 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
434 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
436 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
437 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
438 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
440 CREATE TABLE acq.lineitem (
441 id BIGSERIAL PRIMARY KEY,
442 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
443 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
444 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
445 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
446 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
447 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
448 expected_recv_time TIMESTAMP WITH TIME ZONE,
449 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
450 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
452 eg_bib_id INT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
454 state TEXT NOT NULL DEFAULT 'new',
455 claim_interval INTERVAL,
456 cancel_reason INT REFERENCES acq.cancel_reason( id )
457 DEFERRABLE INITIALLY DEFERRED,
458 estimated_unit_price NUMERIC,
459 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
461 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
462 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
463 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
464 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
465 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
467 CREATE TABLE acq.lineitem_alert_text (
468 id SERIAL PRIMARY KEY,
471 owning_lib INT NOT NULL
472 REFERENCES actor.org_unit(id)
473 DEFERRABLE INITIALLY DEFERRED,
474 CONSTRAINT alert_one_code_per_org UNIQUE (code, owning_lib)
477 CREATE TABLE acq.lineitem_note (
478 id SERIAL PRIMARY KEY,
479 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
480 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
481 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
482 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
483 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
485 alert_text INT REFERENCES acq.lineitem_alert_text(id)
486 DEFERRABLE INITIALLY DEFERRED,
487 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
489 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
490 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
491 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
493 CREATE TABLE acq.lineitem_detail (
494 id BIGSERIAL PRIMARY KEY,
495 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
496 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
497 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
498 eg_copy_id BIGINT REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
502 collection_code TEXT,
503 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
504 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
505 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
506 recv_time TIMESTAMP WITH TIME ZONE,
507 cancel_reason INT REFERENCES acq.cancel_reason( id ) DEFERRABLE INITIALLY DEFERRED
510 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
512 CREATE TABLE acq.lineitem_attr_definition (
513 id BIGSERIAL PRIMARY KEY,
515 description TEXT NOT NULL,
516 remove TEXT NOT NULL DEFAULT '',
517 ident BOOL NOT NULL DEFAULT FALSE
520 CREATE TABLE acq.lineitem_marc_attr_definition (
521 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
523 ) INHERITS (acq.lineitem_attr_definition);
525 CREATE TABLE acq.lineitem_provider_attr_definition (
526 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
528 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
529 ) INHERITS (acq.lineitem_attr_definition);
531 CREATE TABLE acq.lineitem_generated_attr_definition (
532 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
534 ) INHERITS (acq.lineitem_attr_definition);
536 CREATE TABLE acq.lineitem_usr_attr_definition (
537 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
538 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
539 ) INHERITS (acq.lineitem_attr_definition);
540 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
542 CREATE TABLE acq.lineitem_local_attr_definition (
543 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
544 ) INHERITS (acq.lineitem_attr_definition);
546 CREATE TABLE acq.lineitem_attr (
547 id BIGSERIAL PRIMARY KEY,
548 definition BIGINT NOT NULL,
549 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
550 attr_type TEXT NOT NULL,
551 attr_name TEXT NOT NULL,
552 attr_value TEXT NOT NULL
555 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
556 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
557 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
563 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
564 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('author','Author of work','//*[@tag="100" or @tag="110" or @tag="113"]/*[contains("ad",@code)]');
565 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
566 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
567 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
568 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
569 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
570 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
571 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
572 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
573 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
575 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
578 CREATE TABLE acq.distribution_formula (
579 id SERIAL PRIMARY KEY,
581 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
583 skip_count INT NOT NULL DEFAULT 0,
584 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
587 CREATE TABLE acq.distribution_formula_entry (
588 id SERIAL PRIMARY KEY,
589 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
591 DEFERRABLE INITIALLY DEFERRED,
592 position INTEGER NOT NULL,
593 item_count INTEGER NOT NULL,
594 owning_lib INTEGER REFERENCES actor.org_unit(id)
595 DEFERRABLE INITIALLY DEFERRED,
596 location INTEGER REFERENCES asset.copy_location(id),
597 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
598 CONSTRAINT acqdfe_must_be_somewhere
599 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
602 CREATE TABLE acq.distribution_formula_application (
603 id BIGSERIAL PRIMARY KEY,
604 creator INT NOT NULL REFERENCES actor.usr(id) DEFERRABLE INITIALLY DEFERRED,
605 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
607 REFERENCES acq.distribution_formula(id) DEFERRABLE INITIALLY DEFERRED,
608 lineitem INT NOT NULL
609 REFERENCES acq.lineitem(id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED
612 CREATE INDEX acqdfa_df_idx
613 ON acq.distribution_formula_application(formula);
614 CREATE INDEX acqdfa_li_idx
615 ON acq.distribution_formula_application(lineitem);
616 CREATE INDEX acqdfa_creator_idx
617 ON acq.distribution_formula_application(creator);
619 CREATE TABLE acq.fund_tag (
620 id SERIAL PRIMARY KEY,
622 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
624 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
627 CREATE TABLE acq.fund_tag_map (
628 id SERIAL PRIMARY KEY,
629 fund INTEGER NOT NULL REFERENCES acq.fund(id)
630 DEFERRABLE INITIALLY DEFERRED,
631 tag INTEGER REFERENCES acq.fund_tag(id)
633 DEFERRABLE INITIALLY DEFERRED,
634 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
637 CREATE TABLE acq.fund_transfer (
638 id SERIAL PRIMARY KEY,
639 src_fund INT NOT NULL REFERENCES acq.fund( id )
640 DEFERRABLE INITIALLY DEFERRED,
641 src_amount NUMERIC NOT NULL,
642 dest_fund INT NOT NULL REFERENCES acq.fund( id )
643 DEFERRABLE INITIALLY DEFERRED,
644 dest_amount NUMERIC NOT NULL,
645 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
646 transfer_user INT NOT NULL REFERENCES actor.usr( id )
647 DEFERRABLE INITIALLY DEFERRED,
649 funding_source_credit INT NOT NULL REFERENCES acq.funding_source_credit( id )
650 DEFERRABLE INITIALLY DEFERRED
653 CREATE INDEX acqftr_usr_idx
654 ON acq.fund_transfer( transfer_user );
656 COMMENT ON TABLE acq.fund_transfer IS $$
658 * Copyright (C) 2009 Georgia Public Library Service
659 * Scott McKellar <scott@esilibrary.com>
663 * Each row represents the transfer of money from a source fund
664 * to a destination fund. There should be corresponding entries
665 * in acq.fund_allocation. The purpose of acq.fund_transfer is
666 * to record how much money moved from which fund to which other
669 * The presence of two amount fields, rather than one, reflects
670 * the possibility that the two funds are denominated in different
671 * currencies. If they use the same currency type, the two
672 * amounts should be the same.
676 * This program is free software; you can redistribute it and/or
677 * modify it under the terms of the GNU General Public License
678 * as published by the Free Software Foundation; either version 2
679 * of the License, or (at your option) any later version.
681 * This program is distributed in the hope that it will be useful,
682 * but WITHOUT ANY WARRANTY; without even the implied warranty of
683 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
684 * GNU General Public License for more details.
688 CREATE TABLE acq.fiscal_calendar (
689 id SERIAL PRIMARY KEY,
693 -- Create a default calendar (though we don't specify its contents).
694 -- Create a foreign key in actor.org_unit, initially pointing to
695 -- the default calendar.
697 INSERT INTO acq.fiscal_calendar (
704 ALTER TABLE actor.org_unit ADD FOREIGN KEY
705 (fiscal_calendar) REFERENCES acq.fiscal_calendar( id )
706 DEFERRABLE INITIALLY DEFERRED;
708 CREATE TABLE acq.fiscal_year (
709 id SERIAL PRIMARY KEY,
710 calendar INT NOT NULL
711 REFERENCES acq.fiscal_calendar
713 DEFERRABLE INITIALLY DEFERRED,
715 year_begin TIMESTAMPTZ NOT NULL,
716 year_end TIMESTAMPTZ NOT NULL,
717 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
718 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
721 CREATE TABLE acq.edi_account ( -- similar tables can extend remote_account for other parts of EG
722 provider INT NOT NULL REFERENCES acq.provider (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
723 in_dir TEXT -- incoming messages dir (probably different than config.remote_account.path, the outgoing dir)
724 ) INHERITS (config.remote_account);
726 -- We need a UNIQUE constraint here also, to support the FK from acq.provider.edi_default
727 ALTER TABLE acq.edi_account ADD CONSTRAINT acq_edi_account_id_unique UNIQUE (id);
729 -- Note below that the primary key is NOT a SERIAL type. We will periodically truncate and rebuild
730 -- the table, assigning ids programmatically instead of using a sequence.
731 CREATE TABLE acq.debit_attribution (
732 id INT NOT NULL PRIMARY KEY,
733 fund_debit INT NOT NULL
734 REFERENCES acq.fund_debit
735 DEFERRABLE INITIALLY DEFERRED,
736 debit_amount NUMERIC NOT NULL,
737 funding_source_credit INT REFERENCES acq.funding_source_credit
738 DEFERRABLE INITIALLY DEFERRED,
739 credit_amount NUMERIC
742 CREATE INDEX acq_attribution_debit_idx
743 ON acq.debit_attribution( fund_debit );
745 CREATE INDEX acq_attribution_credit_idx
746 ON acq.debit_attribution( funding_source_credit );
750 CREATE TABLE acq.invoice_method (
751 code TEXT PRIMARY KEY,
752 name TEXT NOT NULL -- i18n-ize
755 CREATE TABLE acq.invoice (
756 id SERIAL PRIMARY KEY,
757 receiver INT NOT NULL REFERENCES actor.org_unit (id),
758 provider INT NOT NULL REFERENCES acq.provider (id),
759 shipper INT NOT NULL REFERENCES acq.provider (id),
760 recv_date TIMESTAMPTZ NOT NULL DEFAULT NOW(),
761 recv_method TEXT NOT NULL REFERENCES acq.invoice_method (code) DEFAULT 'EDI',
762 inv_type TEXT, -- A "type" field is desired, but no idea what goes here
763 inv_ident TEXT NOT NULL -- vendor-supplied invoice id/number
766 CREATE TABLE acq.invoice_entry (
767 id SERIAL PRIMARY KEY,
768 invoice INT NOT NULL REFERENCES acq.invoice (id) ON DELETE CASCADE,
769 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
770 lineitem INT REFERENCES acq.lineitem (id) ON UPDATE CASCADE ON DELETE SET NULL,
771 inv_item_count INT NOT NULL, -- How many acqlids did they say they sent
772 phys_item_count INT, -- and how many did staff count
774 billed_per_item BOOL,
775 cost_billed NUMERIC(8,2),
776 actual_cost NUMERIC(8,2)
779 CREATE TABLE acq.invoice_item_type (
780 code TEXT PRIMARY KEY,
781 name TEXT NOT NULL -- i18n-ize
784 CREATE TABLE acq.invoice_item ( -- for invoice-only debits: taxes/fees/non-bib items/etc
785 id SERIAL PRIMARY KEY,
786 invoice INT NOT NULL REFERENCES acq.invoice (id) ON UPDATE CASCADE ON DELETE CASCADE,
787 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
788 fund_debit INT REFERENCES acq.fund_debit (id),
789 inv_item_type TEXT NOT NULL REFERENCES acq.invoice_item_type (code),
793 cost_billed NUMERIC(8,2),
794 actual_cost NUMERIC(8,2)
798 CREATE TABLE acq.user_request_type (
799 id SERIAL PRIMARY KEY,
800 label TEXT NOT NULL UNIQUE -- i18n-ize
803 INSERT INTO acq.user_request_type (id,label) VALUES (1, oils_i18n_gettext('1', 'Books', 'aurt', 'label'));
804 INSERT INTO acq.user_request_type (id,label) VALUES (2, oils_i18n_gettext('2', 'Journal/Magazine & Newspaper Articles', 'aurt', 'label'));
805 INSERT INTO acq.user_request_type (id,label) VALUES (3, oils_i18n_gettext('3', 'Audiobooks', 'aurt', 'label'));
806 INSERT INTO acq.user_request_type (id,label) VALUES (4, oils_i18n_gettext('4', 'Music', 'aurt', 'label'));
807 INSERT INTO acq.user_request_type (id,label) VALUES (5, oils_i18n_gettext('5', 'DVDs', 'aurt', 'label'));
809 SELECT SETVAL('acq.user_request_type_id_seq'::TEXT, 6);
811 CREATE TABLE acq.user_request (
812 id SERIAL PRIMARY KEY,
813 usr INT NOT NULL REFERENCES actor.usr (id), -- requesting user
814 hold BOOL NOT NULL DEFAULT TRUE,
816 pickup_lib INT NOT NULL REFERENCES actor.org_unit (id), -- pickup lib
817 holdable_formats TEXT, -- nullable, for use in hold creation
819 email_notify BOOL NOT NULL DEFAULT TRUE,
820 lineitem INT REFERENCES acq.lineitem (id) ON DELETE CASCADE,
821 eg_bib BIGINT REFERENCES biblio.record_entry (id) ON DELETE CASCADE,
822 request_date TIMESTAMPTZ NOT NULL DEFAULT NOW(), -- when they requested it
823 need_before TIMESTAMPTZ, -- don't create holds after this
826 request_type INT NOT NULL REFERENCES acq.user_request_type (id),
838 cancel_reason INT REFERENCES acq.cancel_reason( id )
839 DEFERRABLE INITIALLY DEFERRED
845 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
846 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
849 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
852 SELECT COUNT(*) INTO counter
853 FROM oils_xpath_table(
857 '//*[@tag="' || tag || '"]',
859 ) as t(i int,c text);
861 FOR i IN 1 .. counter LOOP
864 FROM ( SELECT id,i,t,v
865 FROM oils_xpath_table(
869 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
870 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
872 ) as t(id int,t text,v text)
883 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
884 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
888 lida acq.flat_lineitem_detail%ROWTYPE;
890 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
891 IF NOT FOUND THEN RETURN; END IF;
893 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
894 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
901 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
902 JOIN acq.provider_holding_subfield_map a USING (subfield)
903 WHERE a.provider = prov_i
912 -- select * from acq.extract_provider_holding_data(699);
914 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
915 SELECT public.extract_marc_field('acq.lineitem', $1, $2, $3);
919 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
920 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
923 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
924 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
928 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
931 Suggested vendor fields:
939 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $$
947 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
949 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
951 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
952 IF (atype = 'lineitem_provider_attr_definition') THEN
953 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
954 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
957 IF (atype = 'lineitem_provider_attr_definition') THEN
958 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
959 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
960 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
961 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
962 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
965 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
967 IF (value IS NOT NULL AND value <> '') THEN
968 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
969 VALUES (NEW.id, adef.id, atype, adef.code, value);
980 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
982 IF TG_OP = 'UPDATE' THEN
983 DELETE FROM acq.lineitem_attr
984 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
987 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
993 CREATE TRIGGER cleanup_lineitem_trigger
994 BEFORE UPDATE OR DELETE ON acq.lineitem
995 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
997 CREATE TRIGGER ingest_lineitem_trigger
998 AFTER INSERT OR UPDATE ON acq.lineitem
999 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
1001 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
1005 IF from_ex = to_ex THEN
1009 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
1014 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
1023 $$ LANGUAGE PLPGSQL;
1025 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
1026 SELECT $3 * acq.exchange_ratio($1, $2);
1029 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
1031 Examine the acq.fiscal_year table, comparing successive years.
1032 Report any inconsistencies, i.e. years that overlap, have gaps
1033 between them, or are out of sequence.
1035 RETURNS SETOF RECORD AS $$
1059 ELSIF curr_year.calendar = prev_year.calendar THEN
1060 IF curr_year.year_begin > prev_year.year_end THEN
1061 -- This ugly kludge works around the fact that older
1062 -- versions of PostgreSQL don't support RETURN QUERY SELECT
1063 FOR return_rec IN SELECT
1066 'Gap between fiscal years'::TEXT
1068 RETURN NEXT return_rec;
1070 ELSIF curr_year.year_begin < prev_year.year_end THEN
1071 FOR return_rec IN SELECT
1074 'Overlapping fiscal years'::TEXT
1076 RETURN NEXT return_rec;
1078 ELSIF curr_year.year < prev_year.year THEN
1079 FOR return_rec IN SELECT
1082 'Fiscal years out of order'::TEXT
1084 RETURN NEXT return_rec;
1089 prev_year := curr_year;
1094 $$ LANGUAGE plpgsql;
1096 CREATE OR REPLACE FUNCTION acq.transfer_fund(
1098 old_amount IN NUMERIC, -- in currency of old fund
1100 new_amount IN NUMERIC, -- in currency of new fund
1102 xfer_note IN TEXT -- to be recorded in acq.fund_transfer
1103 -- ,funding_source_in IN INT -- if user wants to specify a funding source (see notes)
1104 ) RETURNS VOID AS $$
1105 /* -------------------------------------------------------------------------------
1107 Function to transfer money from one fund to another.
1109 A transfer is represented as a pair of entries in acq.fund_allocation, with a
1110 negative amount for the old (losing) fund and a positive amount for the new
1111 (gaining) fund. In some cases there may be more than one such pair of entries
1112 in order to pull the money from different funding sources, or more specifically
1113 from different funding source credits. For each such pair there is also an
1114 entry in acq.fund_transfer.
1116 Since funding_source is a non-nullable column in acq.fund_allocation, we must
1117 choose a funding source for the transferred money to come from. This choice
1118 must meet two constraints, so far as possible:
1120 1. The amount transferred from a given funding source must not exceed the
1121 amount allocated to the old fund by the funding source. To that end we
1122 compare the amount being transferred to the amount allocated.
1124 2. We shouldn't transfer money that has already been spent or encumbered, as
1125 defined by the funding attribution process. We attribute expenses to the
1126 oldest funding source credits first. In order to avoid transferring that
1127 attributed money, we reverse the priority, transferring from the newest funding
1128 source credits first. There can be no guarantee that this approach will
1129 avoid overcommitting a fund, but no other approach can do any better.
1131 In this context the age of a funding source credit is defined by the
1132 deadline_date for credits with deadline_dates, and by the effective_date for
1133 credits without deadline_dates, with the proviso that credits with deadline_dates
1134 are all considered "older" than those without.
1138 In the signature for this function, there is one last parameter commented out,
1139 named "funding_source_in". Correspondingly, the WHERE clause for the query
1140 driving the main loop has an OR clause commented out, which references the
1141 funding_source_in parameter.
1143 If these lines are uncommented, this function will allow the user optionally to
1144 restrict a fund transfer to a specified funding source. If the source
1145 parameter is left NULL, then there will be no such restriction.
1147 ------------------------------------------------------------------------------- */
1149 same_currency BOOLEAN;
1150 currency_ratio NUMERIC;
1151 old_fund_currency TEXT;
1152 old_remaining NUMERIC; -- in currency of old fund
1153 new_fund_currency TEXT;
1154 new_fund_active BOOLEAN;
1155 new_remaining NUMERIC; -- in currency of new fund
1156 curr_old_amt NUMERIC; -- in currency of old fund
1157 curr_new_amt NUMERIC; -- in currency of new fund
1158 source_addition NUMERIC; -- in currency of funding source
1159 source_deduction NUMERIC; -- in currency of funding source
1160 orig_allocated_amt NUMERIC; -- in currency of funding source
1161 allocated_amt NUMERIC; -- in currency of fund
1167 IF old_fund IS NULL THEN
1168 RAISE EXCEPTION 'acq.transfer_fund: old fund id is NULL';
1171 IF old_amount IS NULL THEN
1172 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer is NULL';
1175 -- The new fund and its amount must be both NULL or both not NULL.
1177 IF new_fund IS NOT NULL AND new_amount IS NULL THEN
1178 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer to receiving fund is NULL';
1181 IF new_fund IS NULL AND new_amount IS NOT NULL THEN
1182 RAISE EXCEPTION 'acq.transfer_fund: receiving fund is NULL, its amount is not NULL';
1185 IF user_id IS NULL THEN
1186 RAISE EXCEPTION 'acq.transfer_fund: user id is NULL';
1189 -- Initialize the amounts to be transferred, each denominated
1190 -- in the currency of its respective fund. They will be
1191 -- reduced on each iteration of the loop.
1193 old_remaining := old_amount;
1194 new_remaining := new_amount;
1196 -- RAISE NOTICE 'Transferring % in fund % to % in fund %',
1197 -- old_amount, old_fund, new_amount, new_fund;
1199 -- Get the currency types of the old and new funds.
1210 IF old_fund_currency IS NULL THEN
1211 RAISE EXCEPTION 'acq.transfer_fund: old fund id % is not defined', old_fund;
1214 IF new_fund IS NOT NULL THEN
1226 IF new_fund_currency IS NULL THEN
1227 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is not defined', new_fund;
1228 ELSIF NOT new_fund_active THEN
1230 -- No point in putting money into a fund from whence you can't spend it
1232 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is inactive', new_fund;
1235 IF new_amount = old_amount THEN
1236 same_currency := true;
1237 currency_ratio := 1;
1240 -- We'll have to translate currency between funds. We presume that
1241 -- the calling code has already applied an appropriate exchange rate,
1242 -- so we'll apply the same conversion to each sub-transfer.
1244 same_currency := false;
1245 currency_ratio := new_amount / old_amount;
1249 -- Identify the funding source(s) from which we want to transfer the money.
1250 -- The principle is that we want to transfer the newest money first, because
1251 -- we spend the oldest money first. The priority for spending is defined
1252 -- by a sort of the view acq.ordered_funding_source_credit.
1257 ofsc.funding_source,
1259 ofsc.amount * acq.exchange_ratio( fs.currency_type, old_fund_currency )
1263 acq.ordered_funding_source_credit AS ofsc,
1264 acq.funding_source fs
1266 ofsc.funding_source = fs.id
1267 and ofsc.funding_source IN
1269 SELECT funding_source
1270 FROM acq.fund_allocation
1271 WHERE fund = old_fund
1275 -- ofsc.funding_source = funding_source_in
1276 -- OR funding_source_in IS NULL
1279 ofsc.sort_priority desc,
1280 ofsc.sort_date desc,
1284 -- Determine how much money the old fund got from this funding source,
1285 -- denominated in the currency types of the source and of the fund.
1286 -- This result may reflect transfers from previous iterations.
1289 COALESCE( sum( amount ), 0 ),
1290 COALESCE( sum( amount )
1291 * acq.exchange_ratio( source.currency_type, old_fund_currency ), 0 )
1293 orig_allocated_amt, -- in currency of the source
1294 allocated_amt -- in currency of the old fund
1299 and funding_source = source.funding_source;
1301 -- Determine how much to transfer from this credit, in the currency
1302 -- of the fund. Begin with the amount remaining to be attributed:
1304 curr_old_amt := old_remaining;
1306 -- Can't attribute more than was allocated from the fund:
1308 IF curr_old_amt > allocated_amt THEN
1309 curr_old_amt := allocated_amt;
1312 -- Can't attribute more than the amount of the current credit:
1314 IF curr_old_amt > source.converted_amt THEN
1315 curr_old_amt := source.converted_amt;
1318 curr_old_amt := trunc( curr_old_amt, 2 );
1320 old_remaining := old_remaining - curr_old_amt;
1322 -- Determine the amount to be deducted, if any,
1323 -- from the old allocation.
1325 IF old_remaining > 0 THEN
1327 -- In this case we're using the whole allocation, so use that
1328 -- amount directly instead of applying a currency translation
1329 -- and thereby inviting round-off errors.
1331 source_deduction := - orig_allocated_amt;
1333 source_deduction := trunc(
1334 ( - curr_old_amt ) *
1335 acq.exchange_ratio( old_fund_currency, source.currency_type ),
1339 IF source_deduction <> 0 THEN
1341 -- Insert negative allocation for old fund in fund_allocation,
1342 -- converted into the currency of the funding source
1344 INSERT INTO acq.fund_allocation (
1351 source.funding_source,
1355 'Transfer to fund ' || new_fund
1359 IF new_fund IS NOT NULL THEN
1361 -- Determine how much to add to the new fund, in
1362 -- its currency, and how much remains to be added:
1364 IF same_currency THEN
1365 curr_new_amt := curr_old_amt;
1367 IF old_remaining = 0 THEN
1369 -- This is the last iteration, so nothing should be left
1371 curr_new_amt := new_remaining;
1374 curr_new_amt := trunc( curr_old_amt * currency_ratio, 2 );
1375 new_remaining := new_remaining - curr_new_amt;
1379 -- Determine how much to add, if any,
1380 -- to the new fund's allocation.
1382 IF old_remaining > 0 THEN
1384 -- In this case we're using the whole allocation, so use that amount
1385 -- amount directly instead of applying a currency translation and
1386 -- thereby inviting round-off errors.
1388 source_addition := orig_allocated_amt;
1389 ELSIF source.currency_type = old_fund_currency THEN
1391 -- In this case we don't need a round trip currency translation,
1392 -- thereby inviting round-off errors:
1394 source_addition := curr_old_amt;
1396 source_addition := trunc(
1398 acq.exchange_ratio( new_fund_currency, source.currency_type ),
1402 IF source_addition <> 0 THEN
1404 -- Insert positive allocation for new fund in fund_allocation,
1405 -- converted to the currency of the founding source
1407 INSERT INTO acq.fund_allocation (
1414 source.funding_source,
1418 'Transfer from fund ' || old_fund
1423 IF trunc( curr_old_amt, 2 ) <> 0
1424 OR trunc( curr_new_amt, 2 ) <> 0 THEN
1426 -- Insert row in fund_transfer, using amounts in the currency of the funds
1428 INSERT INTO acq.fund_transfer (
1435 funding_source_credit
1438 trunc( curr_old_amt, 2 ),
1440 trunc( curr_new_amt, 2 ),
1447 if old_remaining <= 0 THEN
1448 EXIT; -- Nothing more to be transferred
1452 $$ LANGUAGE plpgsql;
1454 CREATE OR REPLACE FUNCTION acq.attribute_debits() RETURNS VOID AS $$
1456 Function to attribute expenditures and encumbrances to funding source credits,
1457 and thereby to funding sources.
1459 Read the debits in chonological order, attributing each one to one or
1460 more funding source credits. Constraints:
1462 1. Don't attribute more to a credit than the amount of the credit.
1464 2. For a given fund, don't attribute more to a funding source than the
1465 source has allocated to that fund.
1467 3. Attribute debits to credits with deadlines before attributing them to
1468 credits without deadlines. Otherwise attribute to the earliest credits
1469 first, based on the deadline date when present, or on the effective date
1470 when there is no deadline. Use funding_source_credit.id as a tie-breaker.
1471 This ordering is defined by an ORDER BY clause on the view
1472 acq.ordered_funding_source_credit.
1474 Start by truncating the table acq.debit_attribution. Then insert a row
1475 into that table for each attribution. If a debit cannot be fully
1476 attributed, insert a row for the unattributable balance, with the
1477 funding_source_credit and credit_amount columns NULL.
1480 curr_fund_source_bal RECORD;
1481 seqno INT; -- sequence num for credits applicable to a fund
1482 fund_credit RECORD; -- current row in temp t_fund_credit table
1483 fc RECORD; -- used for loading t_fund_credit table
1484 sc RECORD; -- used for loading t_fund_credit table
1486 -- Used exclusively in the main loop:
1488 deb RECORD; -- current row from acq.fund_debit table
1489 curr_credit_bal RECORD; -- current row from temp t_credit table
1490 debit_balance NUMERIC; -- amount left to attribute for current debit
1491 conv_debit_balance NUMERIC; -- debit balance in currency of the fund
1492 attr_amount NUMERIC; -- amount being attributed, in currency of debit
1493 conv_attr_amount NUMERIC; -- amount being attributed, in currency of source
1494 conv_cred_balance NUMERIC; -- credit_balance in the currency of the fund
1495 conv_alloc_balance NUMERIC; -- allocated balance in the currency of the fund
1496 attrib_count INT; -- populates id of acq.debit_attribution
1499 -- Load a temporary table. For each combination of fund and funding source,
1500 -- load an entry with the total amount allocated to that fund by that source.
1501 -- This sum may reflect transfers as well as original allocations. We will
1502 -- reduce this balance whenever we attribute debits to it.
1504 CREATE TEMP TABLE t_fund_source_bal
1508 funding_source AS source,
1509 sum( amount ) AS balance
1518 CREATE INDEX t_fund_source_bal_idx
1519 ON t_fund_source_bal( fund, source );
1520 -------------------------------------------------------------------------------
1522 -- Load another temporary table. For each fund, load zero or more
1523 -- funding source credits from which that fund can get money.
1525 CREATE TEMP TABLE t_fund_credit (
1532 SELECT DISTINCT fund
1533 FROM acq.fund_allocation
1535 LOOP -- Loop over the funds
1541 acq.ordered_funding_source_credit AS ofsc
1543 ofsc.funding_source IN
1545 SELECT funding_source
1546 FROM acq.fund_allocation
1547 WHERE fund = fc.fund
1553 LOOP -- Add each credit to the list
1554 INSERT INTO t_fund_credit (
1563 --RAISE NOTICE 'Fund % credit %', fc.fund, sc.id;
1565 END LOOP; -- Loop over credits for a given fund
1566 END LOOP; -- Loop over funds
1568 CREATE INDEX t_fund_credit_idx
1569 ON t_fund_credit( fund, seq );
1570 -------------------------------------------------------------------------------
1572 -- Load yet another temporary table. This one is a list of funding source
1573 -- credits, with their balances. We shall reduce those balances as we
1574 -- attribute debits to them.
1576 CREATE TEMP TABLE t_credit
1580 fsc.funding_source AS source,
1581 fsc.amount AS balance,
1582 fs.currency_type AS currency_type
1584 acq.funding_source_credit AS fsc,
1585 acq.funding_source fs
1587 fsc.funding_source = fs.id
1590 CREATE INDEX t_credit_idx
1591 ON t_credit( credit );
1593 -------------------------------------------------------------------------------
1595 -- Now that we have loaded the lookup tables: loop through the debits,
1596 -- attributing each one to one or more funding source credits.
1598 truncate table acq.debit_attribution;
1616 --RAISE NOTICE 'Debit %, fund %', deb.id, deb.fund;
1618 debit_balance := deb.amount;
1620 -- Loop over the funding source credits that are eligible
1621 -- to pay for this debit
1633 --RAISE NOTICE ' Examining credit %', fund_credit.credit;
1635 -- Look up the balance for this credit. If it's zero, then
1636 -- it's not useful, so treat it as if you didn't find it.
1637 -- (Actually there shouldn't be any zero balances in the table,
1638 -- but we check just to make sure.)
1641 INTO curr_credit_bal
1644 credit = fund_credit.credit
1647 IF curr_credit_bal IS NULL THEN
1649 -- This credit is exhausted; try the next one.
1655 -- At this point we have an applicable credit with some money left.
1656 -- Now see if the relevant funding_source has any money left.
1658 -- Look up the balance of the allocation for this combination of
1659 -- fund and source. If you find such an entry, but it has a zero
1660 -- balance, then it's not useful, so treat it as unfound.
1661 -- (Actually there shouldn't be any zero balances in the table,
1662 -- but we check just to make sure.)
1665 INTO curr_fund_source_bal
1666 FROM t_fund_source_bal
1669 AND source = curr_credit_bal.source
1672 IF curr_fund_source_bal IS NULL THEN
1674 -- This fund/source doesn't exist or is already exhausted,
1675 -- so we can't use this credit. Go on to the next one.
1680 -- Convert the available balances to the currency of the fund
1682 conv_alloc_balance := curr_fund_source_bal.balance * acq.exchange_ratio(
1683 curr_credit_bal.currency_type, deb.currency_type );
1684 conv_cred_balance := curr_credit_bal.balance * acq.exchange_ratio(
1685 curr_credit_bal.currency_type, deb.currency_type );
1687 -- Determine how much we can attribute to this credit: the minimum
1688 -- of the debit amount, the fund/source balance, and the
1691 --RAISE NOTICE ' deb bal %', debit_balance;
1692 --RAISE NOTICE ' source % balance %', curr_credit_bal.source, conv_alloc_balance;
1693 --RAISE NOTICE ' credit % balance %', curr_credit_bal.credit, conv_cred_balance;
1695 conv_attr_amount := NULL;
1696 attr_amount := debit_balance;
1698 IF attr_amount > conv_alloc_balance THEN
1699 attr_amount := conv_alloc_balance;
1700 conv_attr_amount := curr_fund_source_bal.balance;
1702 IF attr_amount > conv_cred_balance THEN
1703 attr_amount := conv_cred_balance;
1704 conv_attr_amount := curr_credit_bal.balance;
1707 -- If we're attributing all of one of the balances, then that's how
1708 -- much we will deduct from the balances, and we already captured
1709 -- that amount above. Otherwise we must convert the amount of the
1710 -- attribution from the currency of the fund back to the currency of
1711 -- the funding source.
1713 IF conv_attr_amount IS NULL THEN
1714 conv_attr_amount := attr_amount * acq.exchange_ratio(
1715 deb.currency_type, curr_credit_bal.currency_type );
1718 -- Insert a row to record the attribution
1720 attrib_count := attrib_count + 1;
1721 INSERT INTO acq.debit_attribution (
1725 funding_source_credit,
1731 curr_credit_bal.credit,
1735 -- Subtract the attributed amount from the various balances
1737 debit_balance := debit_balance - attr_amount;
1738 curr_fund_source_bal.balance := curr_fund_source_bal.balance - conv_attr_amount;
1740 IF curr_fund_source_bal.balance <= 0 THEN
1742 -- This allocation is exhausted. Delete it so
1743 -- that we don't waste time looking at it again.
1745 DELETE FROM t_fund_source_bal
1747 fund = curr_fund_source_bal.fund
1748 AND source = curr_fund_source_bal.source;
1750 UPDATE t_fund_source_bal
1751 SET balance = balance - conv_attr_amount
1753 fund = curr_fund_source_bal.fund
1754 AND source = curr_fund_source_bal.source;
1757 IF curr_credit_bal.balance <= 0 THEN
1759 -- This funding source credit is exhausted. Delete it
1760 -- so that we don't waste time looking at it again.
1762 --DELETE FROM t_credit
1764 -- credit = curr_credit_bal.credit;
1766 DELETE FROM t_fund_credit
1768 credit = curr_credit_bal.credit;
1771 SET balance = curr_credit_bal.balance
1773 credit = curr_credit_bal.credit;
1776 -- Are we done with this debit yet?
1778 IF debit_balance <= 0 THEN
1779 EXIT; -- We've fully attributed this debit; stop looking at credits.
1781 END LOOP; -- End loop over credits
1783 IF debit_balance <> 0 THEN
1785 -- We weren't able to attribute this debit, or at least not
1786 -- all of it. Insert a row for the unattributed balance.
1788 attrib_count := attrib_count + 1;
1789 INSERT INTO acq.debit_attribution (
1793 funding_source_credit,
1803 END LOOP; -- End of loop over debits
1805 $$ LANGUAGE 'plpgsql';
1807 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit(
1811 ) RETURNS VOID AS $$
1822 IF old_year IS NULL THEN
1823 RAISE EXCEPTION 'Input year argument is NULL';
1824 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1825 RAISE EXCEPTION 'Input year is out of range';
1828 IF user_id IS NULL THEN
1829 RAISE EXCEPTION 'Input user id argument is NULL';
1832 IF org_unit_id IS NULL THEN
1833 RAISE EXCEPTION 'Org unit id argument is NULL';
1835 SELECT TRUE INTO org_found
1837 WHERE id = org_unit_id;
1839 IF org_found IS NULL THEN
1840 RAISE EXCEPTION 'Org unit id is invalid';
1844 -- Loop over the applicable funds
1846 FOR old_fund in SELECT * FROM acq.fund
1850 AND org = org_unit_id
1853 INSERT INTO acq.fund (
1865 old_fund.currency_type,
1870 RETURNING id INTO new_id;
1872 WHEN unique_violation THEN
1873 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1876 --RAISE NOTICE 'Propagating fund % to fund %',
1877 -- old_fund.code, new_id;
1880 $$ LANGUAGE plpgsql;
1882 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
1886 ) RETURNS VOID AS $$
1897 IF old_year IS NULL THEN
1898 RAISE EXCEPTION 'Input year argument is NULL';
1899 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1900 RAISE EXCEPTION 'Input year is out of range';
1903 IF user_id IS NULL THEN
1904 RAISE EXCEPTION 'Input user id argument is NULL';
1907 IF org_unit_id IS NULL THEN
1908 RAISE EXCEPTION 'Org unit id argument is NULL';
1910 SELECT TRUE INTO org_found
1912 WHERE id = org_unit_id;
1914 IF org_found IS NULL THEN
1915 RAISE EXCEPTION 'Org unit id is invalid';
1919 -- Loop over the applicable funds
1921 FOR old_fund in SELECT * FROM acq.fund
1926 SELECT id FROM actor.org_unit_descendants( org_unit_id )
1930 INSERT INTO acq.fund (
1942 old_fund.currency_type,
1947 RETURNING id INTO new_id;
1949 WHEN unique_violation THEN
1950 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1953 --RAISE NOTICE 'Propagating fund % to fund %',
1954 -- old_fund.code, new_id;
1957 $$ LANGUAGE plpgsql;
1959 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit(
1963 ) RETURNS VOID AS $$
1967 new_year INT := old_year + 1;
1969 xfer_amount NUMERIC;
1978 IF old_year IS NULL THEN
1979 RAISE EXCEPTION 'Input year argument is NULL';
1980 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1981 RAISE EXCEPTION 'Input year is out of range';
1984 IF user_id IS NULL THEN
1985 RAISE EXCEPTION 'Input user id argument is NULL';
1988 IF org_unit_id IS NULL THEN
1989 RAISE EXCEPTION 'Org unit id argument is NULL';
1992 -- Validate the org unit
1997 WHERE id = org_unit_id;
1999 IF org_found IS NULL THEN
2000 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2004 -- Loop over the propagable funds to identify the details
2005 -- from the old fund plus the id of the new one, if it exists.
2009 oldf.id AS old_fund,
2015 newf.id AS new_fund_id
2018 LEFT JOIN acq.fund AS newf
2019 ON ( oldf.code = newf.code )
2021 oldf.org = org_unit_id
2022 and oldf.year = old_year
2024 and newf.year = new_year
2026 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2028 IF roll_fund.new_fund_id IS NULL THEN
2030 -- The old fund hasn't been propagated yet. Propagate it now.
2032 INSERT INTO acq.fund (
2044 roll_fund.currency_type,
2049 RETURNING id INTO new_fund;
2051 new_fund = roll_fund.new_fund_id;
2054 -- Determine the amount to transfer
2058 FROM acq.fund_spent_balance
2059 WHERE fund = roll_fund.old_fund;
2061 IF xfer_amount <> 0 THEN
2062 IF roll_fund.rollover THEN
2064 -- Transfer balance from old fund to new
2066 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2068 PERFORM acq.transfer_fund(
2078 -- Transfer balance from old fund to the void
2080 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2082 PERFORM acq.transfer_fund(
2093 IF roll_fund.rollover THEN
2095 -- Move any lineitems from the old fund to the new one
2096 -- where the associated debit is an encumbrance.
2098 -- Any other tables tying expenditure details to funds should
2099 -- receive similar treatment. At this writing there are none.
2101 UPDATE acq.lineitem_detail
2104 fund = roll_fund.old_fund -- this condition may be redundant
2110 fund = roll_fund.old_fund
2114 -- Move encumbrance debits from the old fund to the new fund
2116 UPDATE acq.fund_debit
2119 fund = roll_fund.old_fund
2123 -- Mark old fund as inactive, now that we've closed it
2127 WHERE id = roll_fund.old_fund;
2130 $$ LANGUAGE plpgsql;
2132 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
2136 ) RETURNS VOID AS $$
2140 new_year INT := old_year + 1;
2142 xfer_amount NUMERIC;
2151 IF old_year IS NULL THEN
2152 RAISE EXCEPTION 'Input year argument is NULL';
2153 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2154 RAISE EXCEPTION 'Input year is out of range';
2157 IF user_id IS NULL THEN
2158 RAISE EXCEPTION 'Input user id argument is NULL';
2161 IF org_unit_id IS NULL THEN
2162 RAISE EXCEPTION 'Org unit id argument is NULL';
2165 -- Validate the org unit
2170 WHERE id = org_unit_id;
2172 IF org_found IS NULL THEN
2173 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2177 -- Loop over the propagable funds to identify the details
2178 -- from the old fund plus the id of the new one, if it exists.
2182 oldf.id AS old_fund,
2188 newf.id AS new_fund_id
2191 LEFT JOIN acq.fund AS newf
2192 ON ( oldf.code = newf.code )
2194 oldf.year = old_year
2196 AND newf.year = new_year
2198 SELECT id FROM actor.org_unit_descendants( org_unit_id )
2201 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2203 IF roll_fund.new_fund_id IS NULL THEN
2205 -- The old fund hasn't been propagated yet. Propagate it now.
2207 INSERT INTO acq.fund (
2219 roll_fund.currency_type,
2224 RETURNING id INTO new_fund;
2226 new_fund = roll_fund.new_fund_id;
2229 -- Determine the amount to transfer
2233 FROM acq.fund_spent_balance
2234 WHERE fund = roll_fund.old_fund;
2236 IF xfer_amount <> 0 THEN
2237 IF roll_fund.rollover THEN
2239 -- Transfer balance from old fund to new
2241 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2243 PERFORM acq.transfer_fund(
2253 -- Transfer balance from old fund to the void
2255 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2257 PERFORM acq.transfer_fund(
2268 IF roll_fund.rollover THEN
2270 -- Move any lineitems from the old fund to the new one
2271 -- where the associated debit is an encumbrance.
2273 -- Any other tables tying expenditure details to funds should
2274 -- receive similar treatment. At this writing there are none.
2276 UPDATE acq.lineitem_detail
2279 fund = roll_fund.old_fund -- this condition may be redundant
2285 fund = roll_fund.old_fund
2289 -- Move encumbrance debits from the old fund to the new fund
2291 UPDATE acq.fund_debit
2294 fund = roll_fund.old_fund
2298 -- Mark old fund as inactive, now that we've closed it
2302 WHERE id = roll_fund.old_fund;
2305 $$ LANGUAGE plpgsql;
2307 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
2308 SELECT funding_source,
2309 SUM(amount) AS amount
2310 FROM acq.funding_source_credit
2313 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
2314 SELECT funding_source,
2315 SUM(a.amount)::NUMERIC(100,2) AS amount
2316 FROM acq.fund_allocation a
2319 CREATE OR REPLACE VIEW acq.funding_source_balance AS
2320 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
2321 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
2322 FROM acq.funding_source_credit_total c
2323 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
2326 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
2328 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
2329 FROM acq.fund_allocation a
2330 JOIN acq.fund f ON (a.fund = f.id)
2331 JOIN acq.funding_source s ON (a.funding_source = s.id)
2334 CREATE OR REPLACE VIEW acq.fund_debit_total AS
2335 SELECT fund.id AS fund,
2336 fund_debit.encumbrance AS encumbrance,
2337 SUM( COALESCE( fund_debit.amount, 0 ) ) AS amount
2338 FROM acq.fund AS fund
2339 LEFT JOIN acq.fund_debit AS fund_debit
2340 ON ( fund.id = fund_debit.fund )
2343 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
2345 SUM(amount) AS amount
2346 FROM acq.fund_debit_total
2347 WHERE encumbrance IS TRUE
2350 CREATE OR REPLACE VIEW acq.fund_spent_total AS
2352 SUM(amount) AS amount
2353 FROM acq.fund_debit_total
2354 WHERE encumbrance IS FALSE
2357 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
2359 c.amount - COALESCE(d.amount,0.0) AS amount
2360 FROM acq.fund_allocation_total c
2361 LEFT JOIN acq.fund_debit_total d USING (fund);
2363 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
2365 c.amount - COALESCE(d.amount,0.0) AS amount
2366 FROM acq.fund_allocation_total c
2367 LEFT JOIN acq.fund_spent_total d USING (fund);
2369 -- For each fund: the total allocation from all sources, in the
2370 -- currency of the fund (or 0 if there are no allocations)
2372 CREATE VIEW acq.all_fund_allocation_total AS
2375 COALESCE( SUM( a.amount * acq.exchange_ratio(
2376 s.currency_type, f.currency_type))::numeric(100,2), 0 )
2380 LEFT JOIN acq.fund_allocation a
2382 LEFT JOIN acq.funding_source s
2383 ON a.funding_source = s.id
2387 -- For every fund: the total encumbrances (or 0 if none),
2388 -- in the currency of the fund.
2390 CREATE VIEW acq.all_fund_encumbrance_total AS
2393 COALESCE( encumb.amount, 0 ) AS amount
2399 sum( amount ) AS amount
2406 ON f.id = encumb.fund;
2408 -- For every fund: the total spent (or 0 if none),
2409 -- in the currency of the fund.
2411 CREATE VIEW acq.all_fund_spent_total AS
2414 COALESCE( spent.amount, 0 ) AS amount
2420 sum( amount ) AS amount
2427 ON f.id = spent.fund;
2429 -- For each fund: the amount not yet spent, in the currency
2430 -- of the fund. May include encumbrances.
2432 CREATE VIEW acq.all_fund_spent_balance AS
2435 c.amount - d.amount AS amount
2436 FROM acq.all_fund_allocation_total c
2437 LEFT JOIN acq.all_fund_spent_total d USING (fund);
2439 -- For each fund: the amount neither spent nor encumbered,
2440 -- in the currency of the fund
2442 CREATE VIEW acq.all_fund_combined_balance AS
2445 a.amount - COALESCE( c.amount, 0 ) AS amount
2447 acq.all_fund_allocation_total a
2451 SUM( amount ) AS amount
2456 ) AS c USING ( fund );