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 CONSTRAINT provider_name_once_per_owner UNIQUE (name,owner),
41 CONSTRAINT code_once_per_owner UNIQUE (code, owner)
44 CREATE TABLE acq.provider_holding_subfield_map (
45 id SERIAL PRIMARY KEY,
46 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
47 name TEXT NOT NULL, -- barcode, price, etc
48 subfield TEXT NOT NULL,
49 CONSTRAINT name_once_per_provider UNIQUE (provider,name)
52 CREATE TABLE acq.provider_address (
53 id SERIAL PRIMARY KEY,
54 valid BOOL NOT NULL DEFAULT TRUE,
56 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
57 street1 TEXT NOT NULL,
62 country TEXT NOT NULL,
63 post_code TEXT NOT NULL
66 CREATE TABLE acq.provider_contact (
67 id SERIAL PRIMARY KEY,
68 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
70 role TEXT, -- free-form.. e.g. "our sales guy"
75 CREATE TABLE acq.provider_contact_address (
76 id SERIAL PRIMARY KEY,
77 valid BOOL NOT NULL DEFAULT TRUE,
79 contact INT NOT NULL REFERENCES acq.provider_contact (id) DEFERRABLE INITIALLY DEFERRED,
80 street1 TEXT NOT NULL,
85 country TEXT NOT NULL,
86 post_code TEXT NOT NULL
90 CREATE TABLE acq.funding_source (
91 id SERIAL PRIMARY KEY,
93 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
94 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
96 CONSTRAINT funding_source_name_once_per_owner UNIQUE (name,owner)
99 CREATE TABLE acq.funding_source_credit (
100 id SERIAL PRIMARY KEY,
101 funding_source INT NOT NULL REFERENCES acq.funding_source (id) DEFERRABLE INITIALLY DEFERRED,
102 amount NUMERIC NOT NULL,
104 deadline_date TIMESTAMPTZ,
105 effective_date TIMESTAMPTZ NOT NULL default now()
108 CREATE VIEW acq.ordered_funding_source_credit AS
110 CASE WHEN deadline_date IS NULL THEN
114 END AS sort_priority,
115 CASE WHEN deadline_date IS NULL THEN
125 acq.funding_source_credit;
127 COMMENT ON VIEW acq.ordered_funding_source_credit IS $$
129 * Copyright (C) 2009 Georgia Public Library Service
130 * Scott McKellar <scott@gmail.com>
132 * The acq.ordered_funding_source_credit view is a prioritized
133 * ordering of funding source credits. When ordered by the first
134 * three columns, this view defines the order in which the various
135 * credits are to be tapped for spending, subject to the allocations
136 * in the acq.fund_allocation table.
138 * The first column reflects the principle that we should spend
139 * money with deadlines before spending money without deadlines.
141 * The second column reflects the principle that we should spend the
142 * oldest money first. For money with deadlines, that means that we
143 * spend first from the credit with the earliest deadline. For
144 * money without deadlines, we spend first from the credit with the
145 * earliest effective date.
147 * The third column is a tie breaker to ensure a consistent
152 * This program is free software; you can redistribute it and/or
153 * modify it under the terms of the GNU General Public License
154 * as published by the Free Software Foundation; either version 2
155 * of the License, or (at your option) any later version.
157 * This program is distributed in the hope that it will be useful,
158 * but WITHOUT ANY WARRANTY; without even the implied warranty of
159 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
160 * GNU General Public License for more details.
164 CREATE TABLE acq.fund (
165 id SERIAL PRIMARY KEY,
166 org INT NOT NULL REFERENCES actor.org_unit (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
168 year INT NOT NULL DEFAULT EXTRACT( YEAR FROM NOW() ),
169 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
171 rollover BOOL NOT NULL DEFAULT FALSE,
172 CONSTRAINT name_once_per_org_year UNIQUE (org,name,year),
173 CONSTRAINT code_once_per_org_year UNIQUE (org, code, year)
176 CREATE TABLE acq.fund_debit (
177 id SERIAL PRIMARY KEY,
178 fund INT NOT NULL REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
179 origin_amount NUMERIC NOT NULL, -- pre-exchange-rate amount
180 origin_currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
181 amount NUMERIC NOT NULL,
182 encumbrance BOOL NOT NULL DEFAULT TRUE,
183 debit_type TEXT NOT NULL,
184 xfer_destination INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
185 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
188 CREATE TABLE acq.fund_allocation (
189 id SERIAL PRIMARY KEY,
190 funding_source INT NOT NULL REFERENCES acq.funding_source (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
191 fund INT NOT NULL REFERENCES acq.fund (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
192 amount NUMERIC NOT NULL,
193 allocator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
195 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
197 CREATE INDEX fund_alloc_allocator_idx ON acq.fund_allocation ( allocator );
199 CREATE TABLE acq.picklist (
200 id SERIAL PRIMARY KEY,
201 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
202 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
203 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
204 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
206 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
207 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
208 CONSTRAINT name_once_per_owner UNIQUE (name,owner)
210 CREATE INDEX acq_picklist_owner_idx ON acq.picklist ( owner );
211 CREATE INDEX acq_picklist_creator_idx ON acq.picklist ( creator );
212 CREATE INDEX acq_picklist_editor_idx ON acq.picklist ( editor );
214 CREATE TABLE acq.purchase_order (
215 id SERIAL PRIMARY KEY,
216 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
217 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
218 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
219 ordering_agency INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
220 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
221 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
222 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
223 state TEXT NOT NULL DEFAULT 'new',
224 order_date TIMESTAMP WITH TIME ZONE,
227 CREATE INDEX po_owner_idx ON acq.purchase_order (owner);
228 CREATE INDEX po_provider_idx ON acq.purchase_order (provider);
229 CREATE INDEX po_state_idx ON acq.purchase_order (state);
230 CREATE INDEX po_creator_idx ON acq.purchase_order ( creator );
231 CREATE INDEX po_editor_idx ON acq.purchase_order ( editor );
232 CREATE INDEX acq_po_org_name_order_date_idx ON acq.purchase_order( ordering_agency, name, order_date );
234 -- The name should default to the id, as text. We can't reference a column
235 -- in a DEFAULT clause, so we use a trigger:
237 CREATE OR REPLACE FUNCTION acq.purchase_order_name_default () RETURNS TRIGGER
240 IF NEW.name IS NULL THEN
241 NEW.name := NEW.id::TEXT;
248 CREATE TRIGGER po_name_default_trg
249 BEFORE INSERT OR UPDATE ON acq.purchase_order
250 FOR EACH ROW EXECUTE PROCEDURE acq.purchase_order_name_default ();
252 -- The order name should be unique for a given ordering agency on a given order date
253 -- (truncated to midnight), but only where the order_date is not NULL. Conceptually
254 -- this rule requires a check constraint with a subquery. However you can't have a
255 -- subquery in a CHECK constraint, so we fake it with a trigger.
257 CREATE OR REPLACE FUNCTION acq.po_org_name_date_unique () RETURNS TRIGGER
263 -- If order_date is not null, then make sure we don't have a collision
264 -- on order_date (truncated to day), org, and name
266 IF NEW.order_date IS NULL THEN
270 -- In the WHERE clause, we compare the order_dates without regard to time of day.
271 -- We use a pair of inequalities instead of comparing truncated dates so that the
272 -- query can do an indexed range scan.
274 SELECT 1 INTO collision
275 FROM acq.purchase_order
277 ordering_agency = NEW.ordering_agency
279 AND order_date >= date_trunc( 'day', NEW.order_date )
280 AND order_date < date_trunc( 'day', NEW.order_date ) + '1 day'::INTERVAL
283 IF collision IS NULL THEN
284 -- okay, no collision
287 -- collision; nip it in the bud
288 RAISE EXCEPTION 'Colliding purchase orders: ordering_agency %, date %, name ''%''',
289 NEW.ordering_agency, NEW.order_date, NEW.name;
294 CREATE TRIGGER po_org_name_date_unique_trg
295 BEFORE INSERT OR UPDATE ON acq.purchase_order
296 FOR EACH ROW EXECUTE PROCEDURE acq.po_org_name_date_unique ();
298 CREATE TABLE acq.po_note (
299 id SERIAL PRIMARY KEY,
300 purchase_order INT NOT NULL REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
301 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
302 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
303 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
304 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
307 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
308 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
309 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
311 CREATE TABLE acq.lineitem (
312 id BIGSERIAL PRIMARY KEY,
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 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
316 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
317 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
318 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
319 expected_recv_time TIMESTAMP WITH TIME ZONE,
320 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
321 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
323 eg_bib_id INT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
325 item_count INT NOT NULL DEFAULT 0,
326 state TEXT NOT NULL DEFAULT 'new',
327 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
329 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
330 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
331 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
332 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
333 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
335 CREATE TABLE acq.lineitem_note (
336 id SERIAL PRIMARY KEY,
337 lineitem INT NOT NULL REFERENCES acq.lineitem (id) DEFERRABLE INITIALLY DEFERRED,
338 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
339 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
340 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
341 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
344 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
345 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
346 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
348 CREATE TABLE acq.lineitem_detail (
349 id BIGSERIAL PRIMARY KEY,
350 lineitem INT NOT NULL REFERENCES acq.lineitem (id) DEFERRABLE INITIALLY DEFERRED,
351 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
352 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
353 eg_copy_id BIGINT REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
357 collection_code TEXT,
358 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
359 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
360 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
361 recv_time TIMESTAMP WITH TIME ZONE
364 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
366 CREATE TABLE acq.lineitem_attr_definition (
367 id BIGSERIAL PRIMARY KEY,
369 description TEXT NOT NULL,
370 remove TEXT NOT NULL DEFAULT '',
371 ident BOOL NOT NULL DEFAULT FALSE
374 CREATE TABLE acq.lineitem_marc_attr_definition (
375 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
377 ) INHERITS (acq.lineitem_attr_definition);
379 CREATE TABLE acq.lineitem_provider_attr_definition (
380 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
382 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
383 ) INHERITS (acq.lineitem_attr_definition);
385 CREATE TABLE acq.lineitem_generated_attr_definition (
386 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
388 ) INHERITS (acq.lineitem_attr_definition);
390 CREATE TABLE acq.lineitem_usr_attr_definition (
391 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
392 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
393 ) INHERITS (acq.lineitem_attr_definition);
394 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
396 CREATE TABLE acq.lineitem_local_attr_definition (
397 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
398 ) INHERITS (acq.lineitem_attr_definition);
400 CREATE TABLE acq.lineitem_attr (
401 id BIGSERIAL PRIMARY KEY,
402 definition BIGINT NOT NULL,
403 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) DEFERRABLE INITIALLY DEFERRED,
404 attr_type TEXT NOT NULL,
405 attr_name TEXT NOT NULL,
406 attr_value TEXT NOT NULL
409 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
410 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
411 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
417 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
418 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)]');
419 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
420 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
421 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
422 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
423 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
424 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
425 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
426 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
427 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
429 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
432 CREATE TABLE acq.distribution_formula (
433 id SERIAL PRIMARY KEY,
435 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
437 skip_count INT NOT NULL DEFAULT 0,
438 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
441 CREATE TABLE acq.distribution_formula_entry (
442 id SERIAL PRIMARY KEY,
443 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
445 DEFERRABLE INITIALLY DEFERRED,
446 position INTEGER NOT NULL,
447 item_count INTEGER NOT NULL,
448 owning_lib INTEGER REFERENCES actor.org_unit(id)
449 DEFERRABLE INITIALLY DEFERRED,
450 location INTEGER REFERENCES asset.copy_location(id),
451 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
452 CONSTRAINT acqdfe_must_be_somewhere
453 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
456 CREATE TABLE acq.fund_tag (
457 id SERIAL PRIMARY KEY,
459 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
461 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
464 CREATE TABLE acq.fund_tag_map (
465 id SERIAL PRIMARY KEY,
466 fund INTEGER NOT NULL REFERENCES acq.fund(id)
467 DEFERRABLE INITIALLY DEFERRED,
468 tag INTEGER REFERENCES acq.fund_tag(id)
470 DEFERRABLE INITIALLY DEFERRED,
471 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
474 CREATE TABLE acq.fund_transfer (
475 id SERIAL PRIMARY KEY,
476 src_fund INT NOT NULL REFERENCES acq.fund( id )
477 DEFERRABLE INITIALLY DEFERRED,
478 src_amount NUMERIC NOT NULL,
479 dest_fund INT NOT NULL REFERENCES acq.fund( id )
480 DEFERRABLE INITIALLY DEFERRED,
481 dest_amount NUMERIC NOT NULL,
482 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
483 transfer_user INT NOT NULL REFERENCES actor.usr( id )
484 DEFERRABLE INITIALLY DEFERRED,
488 CREATE INDEX acqftr_usr_idx
489 ON acq.fund_transfer( transfer_user );
491 COMMENT ON TABLE acq.fund_transfer IS $$
493 * Copyright (C) 2009 Georgia Public Library Service
494 * Scott McKellar <scott@esilibrary.com>
498 * Each row represents the transfer of money from a source fund
499 * to a destination fund. There should be corresponding entries
500 * in acq.fund_allocation. The purpose of acq.fund_transfer is
501 * to record how much money moved from which fund to which other
504 * The presence of two amount fields, rather than one, reflects
505 * the possibility that the two funds are denominated in different
506 * currencies. If they use the same currency type, the two
507 * amounts should be the same.
511 * This program is free software; you can redistribute it and/or
512 * modify it under the terms of the GNU General Public License
513 * as published by the Free Software Foundation; either version 2
514 * of the License, or (at your option) any later version.
516 * This program is distributed in the hope that it will be useful,
517 * but WITHOUT ANY WARRANTY; without even the implied warranty of
518 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
519 * GNU General Public License for more details.
523 CREATE TABLE acq.fiscal_calendar (
524 id SERIAL PRIMARY KEY,
528 -- Create a default calendar (though we don't specify its contents).
529 -- Create a foreign key in actor.org_unit, initially pointing to
530 -- the default calendar.
532 INSERT INTO acq.fiscal_calendar (
539 ALTER TABLE actor.org_unit
540 ADD COLUMN fiscal_calendar INT NOT NULL
541 REFERENCES acq.fiscal_calendar( id )
542 DEFERRABLE INITIALLY DEFERRED
545 CREATE TABLE acq.fiscal_year (
546 id SERIAL PRIMARY KEY,
547 calendar INT NOT NULL
548 REFERENCES acq.fiscal_calendar
550 DEFERRABLE INITIALLY DEFERRED,
552 year_begin TIMESTAMPTZ NOT NULL,
553 year_end TIMESTAMPTZ NOT NULL,
554 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
555 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
560 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
561 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
564 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
567 SELECT COUNT(*) INTO counter
572 '//*[@tag="' || tag || '"]',
574 ) as t(i int,c text);
576 FOR i IN 1 .. counter LOOP
579 FROM ( SELECT id,i,t,v
584 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
585 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
587 ) as t(id int,t text,v text)
598 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
599 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
603 lida acq.flat_lineitem_detail%ROWTYPE;
605 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
606 IF NOT FOUND THEN RETURN; END IF;
608 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
609 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
616 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
617 JOIN acq.provider_holding_subfield_map a USING (subfield)
618 WHERE a.provider = prov_i
627 -- select * from acq.extract_provider_holding_data(699);
629 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
630 SELECT public.extract_marc_field('acq.lineitem', $1, $2, $3);
634 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
635 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
638 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
639 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
643 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
646 Suggested vendor fields:
654 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $$
662 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
664 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
666 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
667 IF (atype = 'lineitem_provider_attr_definition') THEN
668 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
669 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
672 IF (atype = 'lineitem_provider_attr_definition') THEN
673 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
674 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
675 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
676 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
677 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
680 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
682 IF (value IS NOT NULL AND value <> '') THEN
683 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
684 VALUES (NEW.id, adef.id, atype, adef.code, value);
695 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
697 IF TG_OP = 'UPDATE' THEN
698 DELETE FROM acq.lineitem_attr
699 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
702 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
708 CREATE TRIGGER cleanup_lineitem_trigger
709 BEFORE UPDATE OR DELETE ON acq.lineitem
710 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
712 CREATE TRIGGER ingest_lineitem_trigger
713 AFTER INSERT OR UPDATE ON acq.lineitem
714 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
716 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
720 IF from_ex = to_ex THEN
724 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
729 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
740 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
741 SELECT $3 * acq.exchange_ratio($1, $2);
744 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
746 Examine the acq.fiscal_year table, comparing successive years.
747 Report any inconsistencies, i.e. years that overlap, have gaps
748 between them, or are out of sequence.
750 RETURNS SETOF RECORD AS $$
774 ELSIF curr_year.calendar = prev_year.calendar THEN
775 IF curr_year.year_begin > prev_year.year_end THEN
776 -- This ugly kludge works around the fact that older
777 -- versions of PostgreSQL don't support RETURN QUERY SELECT
778 FOR return_rec IN SELECT
781 'Gap between fiscal years'::TEXT
783 RETURN NEXT return_rec;
785 ELSIF curr_year.year_begin < prev_year.year_end THEN
786 FOR return_rec IN SELECT
789 'Overlapping fiscal years'::TEXT
791 RETURN NEXT return_rec;
793 ELSIF curr_year.year < prev_year.year THEN
794 FOR return_rec IN SELECT
797 'Fiscal years out of order'::TEXT
799 RETURN NEXT return_rec;
804 prev_year := curr_year;
811 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
812 SELECT funding_source,
813 SUM(amount) AS amount
814 FROM acq.funding_source_credit
817 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
818 SELECT funding_source,
819 SUM(a.amount)::NUMERIC(100,2) AS amount
820 FROM acq.fund_allocation a
823 CREATE OR REPLACE VIEW acq.funding_source_balance AS
824 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
825 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
826 FROM acq.funding_source_credit_total c
827 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
830 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
832 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
833 FROM acq.fund_allocation a
834 JOIN acq.fund f ON (a.fund = f.id)
835 JOIN acq.funding_source s ON (a.funding_source = s.id)
838 CREATE OR REPLACE VIEW acq.fund_debit_total AS
841 SUM(amount) AS amount
845 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
847 SUM(amount) AS amount
848 FROM acq.fund_debit_total
849 WHERE encumbrance IS TRUE
852 CREATE OR REPLACE VIEW acq.fund_spent_total AS
854 SUM(amount) AS amount
855 FROM acq.fund_debit_total
856 WHERE encumbrance IS FALSE
859 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
861 c.amount - COALESCE(d.amount,0.0) AS amount
862 FROM acq.fund_allocation_total c
863 LEFT JOIN acq.fund_debit_total d USING (fund);
865 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
867 c.amount - COALESCE(d.amount,0.0) AS amount
868 FROM acq.fund_allocation_total c
869 LEFT JOIN acq.fund_spent_total d USING (fund);