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(),
435 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
436 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
437 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
439 CREATE TABLE acq.lineitem (
440 id BIGSERIAL PRIMARY KEY,
441 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
442 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
443 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
444 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
445 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
446 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
447 expected_recv_time TIMESTAMP WITH TIME ZONE,
448 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
449 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
451 eg_bib_id INT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
453 state TEXT NOT NULL DEFAULT 'new',
454 claim_interval INTERVAL,
455 cancel_reason INT REFERENCES acq.cancel_reason( id )
456 DEFERRABLE INITIALLY DEFERRED,
457 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
459 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
460 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
461 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
462 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
463 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
465 CREATE TABLE acq.lineitem_alert_text (
466 id SERIAL PRIMARY KEY,
469 owning_lib INT NOT NULL
470 REFERENCES actor.org_unit(id)
471 DEFERRABLE INITIALLY DEFERRED,
472 CONSTRAINT alert_one_code_per_org UNIQUE (code, owning_lib)
475 CREATE TABLE acq.lineitem_note (
476 id SERIAL PRIMARY KEY,
477 lineitem INT NOT NULL REFERENCES acq.lineitem (id) DEFERRABLE INITIALLY DEFERRED,
478 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
479 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
480 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
481 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
483 alert_text INT REFERENCES acq.lineitem_alert_text(id)
484 DEFERRABLE INITIALLY DEFERRED
486 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
487 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
488 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
490 CREATE TABLE acq.lineitem_detail (
491 id BIGSERIAL PRIMARY KEY,
492 lineitem INT NOT NULL REFERENCES acq.lineitem (id) DEFERRABLE INITIALLY DEFERRED,
493 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
494 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
495 eg_copy_id BIGINT REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
499 collection_code TEXT,
500 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
501 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
502 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
503 recv_time TIMESTAMP WITH TIME ZONE,
504 cancel_reason INT REFERENCES acq.cancel_reason( id ) DEFERRABLE INITIALLY DEFERRED
507 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
509 CREATE TABLE acq.lineitem_attr_definition (
510 id BIGSERIAL PRIMARY KEY,
512 description TEXT NOT NULL,
513 remove TEXT NOT NULL DEFAULT '',
514 ident BOOL NOT NULL DEFAULT FALSE
517 CREATE TABLE acq.lineitem_marc_attr_definition (
518 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
520 ) INHERITS (acq.lineitem_attr_definition);
522 CREATE TABLE acq.lineitem_provider_attr_definition (
523 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
525 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
526 ) INHERITS (acq.lineitem_attr_definition);
528 CREATE TABLE acq.lineitem_generated_attr_definition (
529 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
531 ) INHERITS (acq.lineitem_attr_definition);
533 CREATE TABLE acq.lineitem_usr_attr_definition (
534 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
535 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
536 ) INHERITS (acq.lineitem_attr_definition);
537 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
539 CREATE TABLE acq.lineitem_local_attr_definition (
540 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
541 ) INHERITS (acq.lineitem_attr_definition);
543 CREATE TABLE acq.lineitem_attr (
544 id BIGSERIAL PRIMARY KEY,
545 definition BIGINT NOT NULL,
546 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) DEFERRABLE INITIALLY DEFERRED,
547 attr_type TEXT NOT NULL,
548 attr_name TEXT NOT NULL,
549 attr_value TEXT NOT NULL
552 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
553 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
554 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
560 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
561 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)]');
562 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
563 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
564 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
565 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
566 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
567 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
568 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
569 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
570 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
572 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
575 CREATE TABLE acq.distribution_formula (
576 id SERIAL PRIMARY KEY,
578 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
580 skip_count INT NOT NULL DEFAULT 0,
581 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
584 CREATE TABLE acq.distribution_formula_entry (
585 id SERIAL PRIMARY KEY,
586 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
588 DEFERRABLE INITIALLY DEFERRED,
589 position INTEGER NOT NULL,
590 item_count INTEGER NOT NULL,
591 owning_lib INTEGER REFERENCES actor.org_unit(id)
592 DEFERRABLE INITIALLY DEFERRED,
593 location INTEGER REFERENCES asset.copy_location(id),
594 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
595 CONSTRAINT acqdfe_must_be_somewhere
596 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
599 CREATE TABLE acq.distribution_formula_application (
600 id BIGSERIAL PRIMARY KEY,
601 creator INT NOT NULL REFERENCES actor.usr(id) DEFERRABLE INITIALLY DEFERRED,
602 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
604 REFERENCES acq.distribution_formula(id) DEFERRABLE INITIALLY DEFERRED,
605 lineitem INT NOT NULL
606 REFERENCES acq.lineitem(id) DEFERRABLE INITIALLY DEFERRED
609 CREATE INDEX acqdfa_df_idx
610 ON acq.distribution_formula_application(formula);
611 CREATE INDEX acqdfa_li_idx
612 ON acq.distribution_formula_application(lineitem);
613 CREATE INDEX acqdfa_creator_idx
614 ON acq.distribution_formula_application(creator);
616 CREATE TABLE acq.fund_tag (
617 id SERIAL PRIMARY KEY,
619 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
621 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
624 CREATE TABLE acq.fund_tag_map (
625 id SERIAL PRIMARY KEY,
626 fund INTEGER NOT NULL REFERENCES acq.fund(id)
627 DEFERRABLE INITIALLY DEFERRED,
628 tag INTEGER REFERENCES acq.fund_tag(id)
630 DEFERRABLE INITIALLY DEFERRED,
631 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
634 CREATE TABLE acq.fund_transfer (
635 id SERIAL PRIMARY KEY,
636 src_fund INT NOT NULL REFERENCES acq.fund( id )
637 DEFERRABLE INITIALLY DEFERRED,
638 src_amount NUMERIC NOT NULL,
639 dest_fund INT NOT NULL REFERENCES acq.fund( id )
640 DEFERRABLE INITIALLY DEFERRED,
641 dest_amount NUMERIC NOT NULL,
642 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
643 transfer_user INT NOT NULL REFERENCES actor.usr( id )
644 DEFERRABLE INITIALLY DEFERRED,
646 funding_source_credit INT NOT NULL REFERENCES acq.funding_source_credit( id )
647 DEFERRABLE INITIALLY DEFERRED
650 CREATE INDEX acqftr_usr_idx
651 ON acq.fund_transfer( transfer_user );
653 COMMENT ON TABLE acq.fund_transfer IS $$
655 * Copyright (C) 2009 Georgia Public Library Service
656 * Scott McKellar <scott@esilibrary.com>
660 * Each row represents the transfer of money from a source fund
661 * to a destination fund. There should be corresponding entries
662 * in acq.fund_allocation. The purpose of acq.fund_transfer is
663 * to record how much money moved from which fund to which other
666 * The presence of two amount fields, rather than one, reflects
667 * the possibility that the two funds are denominated in different
668 * currencies. If they use the same currency type, the two
669 * amounts should be the same.
673 * This program is free software; you can redistribute it and/or
674 * modify it under the terms of the GNU General Public License
675 * as published by the Free Software Foundation; either version 2
676 * of the License, or (at your option) any later version.
678 * This program is distributed in the hope that it will be useful,
679 * but WITHOUT ANY WARRANTY; without even the implied warranty of
680 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
681 * GNU General Public License for more details.
685 CREATE TABLE acq.fiscal_calendar (
686 id SERIAL PRIMARY KEY,
690 -- Create a default calendar (though we don't specify its contents).
691 -- Create a foreign key in actor.org_unit, initially pointing to
692 -- the default calendar.
694 INSERT INTO acq.fiscal_calendar (
701 ALTER TABLE actor.org_unit ADD FOREIGN KEY
702 (fiscal_calendar) REFERENCES acq.fiscal_calendar( id )
703 DEFERRABLE INITIALLY DEFERRED;
705 CREATE TABLE acq.fiscal_year (
706 id SERIAL PRIMARY KEY,
707 calendar INT NOT NULL
708 REFERENCES acq.fiscal_calendar
710 DEFERRABLE INITIALLY DEFERRED,
712 year_begin TIMESTAMPTZ NOT NULL,
713 year_end TIMESTAMPTZ NOT NULL,
714 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
715 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
718 CREATE TABLE acq.edi_account ( -- similar tables can extend remote_account for other parts of EG
719 provider INT NOT NULL REFERENCES acq.provider (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
720 in_dir TEXT -- incoming messages dir (probably different than config.remote_account.path, the outgoing dir)
721 ) INHERITS (config.remote_account);
723 -- We need a UNIQUE constraint here also, to support the FK from acq.provider.edi_default
724 ALTER TABLE acq.edi_account ADD CONSTRAINT acq_edi_account_id_unique UNIQUE (id);
726 -- Note below that the primary key is NOT a SERIAL type. We will periodically truncate and rebuild
727 -- the table, assigning ids programmatically instead of using a sequence.
728 CREATE TABLE acq.debit_attribution (
729 id INT NOT NULL PRIMARY KEY,
730 fund_debit INT NOT NULL
731 REFERENCES acq.fund_debit
732 DEFERRABLE INITIALLY DEFERRED,
733 debit_amount NUMERIC NOT NULL,
734 funding_source_credit INT REFERENCES acq.funding_source_credit
735 DEFERRABLE INITIALLY DEFERRED,
736 credit_amount NUMERIC
739 CREATE INDEX acq_attribution_debit_idx
740 ON acq.debit_attribution( fund_debit );
742 CREATE INDEX acq_attribution_credit_idx
743 ON acq.debit_attribution( funding_source_credit );
747 CREATE TABLE acq.invoice_method (
748 code TEXT PRIMARY KEY,
749 name TEXT NOT NULL -- i18n-ize
752 CREATE TABLE acq.invoice (
753 id SERIAL PRIMARY KEY,
754 receiver INT NOT NULL REFERENCES actor.org_unit (id),
755 provider INT NOT NULL REFERENCES acq.provider (id),
756 shipper INT NOT NULL REFERENCES acq.provider (id),
757 recv_date TIMESTAMPTZ NOT NULL DEFAULT NOW(),
758 recv_method TEXT NOT NULL REFERENCES acq.invoice_method (code) DEFAULT 'EDI',
759 inv_type TEXT, -- A "type" field is desired, but no idea what goes here
760 inv_ident TEXT NOT NULL -- vendor-supplied invoice id/number
763 CREATE TABLE acq.invoice_entry (
764 id SERIAL PRIMARY KEY,
765 invoice INT NOT NULL REFERENCES acq.invoice (id) ON DELETE CASCADE,
766 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
767 lineitem INT REFERENCES acq.lineitem (id) ON UPDATE CASCADE ON DELETE SET NULL,
768 inv_item_count INT NOT NULL, -- How many acqlids did they say they sent
769 phys_item_count INT, -- and how many did staff count
771 billed_per_item BOOL,
772 cost_billed NUMERIC(8,2),
773 actual_cost NUMERIC(8,2)
776 CREATE TABLE acq.invoice_item_type (
777 code TEXT PRIMARY KEY,
778 name TEXT NOT NULL -- i18n-ize
781 CREATE TABLE acq.invoice_item ( -- for invoice-only debits: taxes/fees/non-bib items/etc
782 id SERIAL PRIMARY KEY,
783 invoice INT NOT NULL REFERENCES acq.invoice (id) ON UPDATE CASCADE ON DELETE CASCADE,
784 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
785 fund_debit INT REFERENCES acq.fund_debit (id),
786 inv_item_type TEXT NOT NULL REFERENCES acq.invoice_item_type (code),
790 cost_billed NUMERIC(8,2),
791 actual_cost NUMERIC(8,2)
795 CREATE TABLE acq.user_request_type (
796 id SERIAL PRIMARY KEY,
797 label TEXT NOT NULL UNIQUE -- i18n-ize
800 INSERT INTO acq.user_request_type (id,label) VALUES (1, oils_i18n_gettext('1', 'Books', 'aurt', 'label'));
801 INSERT INTO acq.user_request_type (id,label) VALUES (2, oils_i18n_gettext('2', 'Journal/Magazine & Newspaper Articles', 'aurt', 'label'));
802 INSERT INTO acq.user_request_type (id,label) VALUES (3, oils_i18n_gettext('3', 'Audiobooks', 'aurt', 'label'));
803 INSERT INTO acq.user_request_type (id,label) VALUES (4, oils_i18n_gettext('4', 'Music', 'aurt', 'label'));
804 INSERT INTO acq.user_request_type (id,label) VALUES (5, oils_i18n_gettext('5', 'DVDs', 'aurt', 'label'));
806 SELECT SETVAL('acq.user_request_type_id_seq'::TEXT, 6);
808 CREATE TABLE acq.user_request (
809 id SERIAL PRIMARY KEY,
810 usr INT NOT NULL REFERENCES actor.usr (id), -- requesting user
811 hold BOOL NOT NULL DEFAULT TRUE,
813 pickup_lib INT NOT NULL REFERENCES actor.org_unit (id), -- pickup lib
814 holdable_formats TEXT, -- nullable, for use in hold creation
816 email_notify BOOL NOT NULL DEFAULT TRUE,
817 lineitem INT REFERENCES acq.lineitem (id) ON DELETE CASCADE,
818 eg_bib BIGINT REFERENCES biblio.record_entry (id) ON DELETE CASCADE,
819 request_date TIMESTAMPTZ NOT NULL DEFAULT NOW(), -- when they requested it
820 need_before TIMESTAMPTZ, -- don't create holds after this
823 request_type INT NOT NULL REFERENCES acq.user_request_type (id),
840 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
841 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
844 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
847 SELECT COUNT(*) INTO counter
848 FROM oils_xpath_table(
852 '//*[@tag="' || tag || '"]',
854 ) as t(i int,c text);
856 FOR i IN 1 .. counter LOOP
859 FROM ( SELECT id,i,t,v
860 FROM oils_xpath_table(
864 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
865 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
867 ) as t(id int,t text,v text)
878 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
879 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
883 lida acq.flat_lineitem_detail%ROWTYPE;
885 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
886 IF NOT FOUND THEN RETURN; END IF;
888 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
889 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
896 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
897 JOIN acq.provider_holding_subfield_map a USING (subfield)
898 WHERE a.provider = prov_i
907 -- select * from acq.extract_provider_holding_data(699);
909 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
910 SELECT public.extract_marc_field('acq.lineitem', $1, $2, $3);
914 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
915 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
918 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
919 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
923 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
926 Suggested vendor fields:
934 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $$
942 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
944 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
946 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
947 IF (atype = 'lineitem_provider_attr_definition') THEN
948 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
949 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
952 IF (atype = 'lineitem_provider_attr_definition') THEN
953 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
954 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
955 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
956 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
957 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
960 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
962 IF (value IS NOT NULL AND value <> '') THEN
963 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
964 VALUES (NEW.id, adef.id, atype, adef.code, value);
975 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
977 IF TG_OP = 'UPDATE' THEN
978 DELETE FROM acq.lineitem_attr
979 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
982 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
988 CREATE TRIGGER cleanup_lineitem_trigger
989 BEFORE UPDATE OR DELETE ON acq.lineitem
990 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
992 CREATE TRIGGER ingest_lineitem_trigger
993 AFTER INSERT OR UPDATE ON acq.lineitem
994 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
996 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
1000 IF from_ex = to_ex THEN
1004 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
1009 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
1018 $$ LANGUAGE PLPGSQL;
1020 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
1021 SELECT $3 * acq.exchange_ratio($1, $2);
1024 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
1026 Examine the acq.fiscal_year table, comparing successive years.
1027 Report any inconsistencies, i.e. years that overlap, have gaps
1028 between them, or are out of sequence.
1030 RETURNS SETOF RECORD AS $$
1054 ELSIF curr_year.calendar = prev_year.calendar THEN
1055 IF curr_year.year_begin > prev_year.year_end THEN
1056 -- This ugly kludge works around the fact that older
1057 -- versions of PostgreSQL don't support RETURN QUERY SELECT
1058 FOR return_rec IN SELECT
1061 'Gap between fiscal years'::TEXT
1063 RETURN NEXT return_rec;
1065 ELSIF curr_year.year_begin < prev_year.year_end THEN
1066 FOR return_rec IN SELECT
1069 'Overlapping fiscal years'::TEXT
1071 RETURN NEXT return_rec;
1073 ELSIF curr_year.year < prev_year.year THEN
1074 FOR return_rec IN SELECT
1077 'Fiscal years out of order'::TEXT
1079 RETURN NEXT return_rec;
1084 prev_year := curr_year;
1089 $$ LANGUAGE plpgsql;
1091 CREATE OR REPLACE FUNCTION acq.transfer_fund(
1093 old_amount IN NUMERIC, -- in currency of old fund
1095 new_amount IN NUMERIC, -- in currency of new fund
1097 xfer_note IN TEXT -- to be recorded in acq.fund_transfer
1098 -- ,funding_source_in IN INT -- if user wants to specify a funding source (see notes)
1099 ) RETURNS VOID AS $$
1100 /* -------------------------------------------------------------------------------
1102 Function to transfer money from one fund to another.
1104 A transfer is represented as a pair of entries in acq.fund_allocation, with a
1105 negative amount for the old (losing) fund and a positive amount for the new
1106 (gaining) fund. In some cases there may be more than one such pair of entries
1107 in order to pull the money from different funding sources, or more specifically
1108 from different funding source credits. For each such pair there is also an
1109 entry in acq.fund_transfer.
1111 Since funding_source is a non-nullable column in acq.fund_allocation, we must
1112 choose a funding source for the transferred money to come from. This choice
1113 must meet two constraints, so far as possible:
1115 1. The amount transferred from a given funding source must not exceed the
1116 amount allocated to the old fund by the funding source. To that end we
1117 compare the amount being transferred to the amount allocated.
1119 2. We shouldn't transfer money that has already been spent or encumbered, as
1120 defined by the funding attribution process. We attribute expenses to the
1121 oldest funding source credits first. In order to avoid transferring that
1122 attributed money, we reverse the priority, transferring from the newest funding
1123 source credits first. There can be no guarantee that this approach will
1124 avoid overcommitting a fund, but no other approach can do any better.
1126 In this context the age of a funding source credit is defined by the
1127 deadline_date for credits with deadline_dates, and by the effective_date for
1128 credits without deadline_dates, with the proviso that credits with deadline_dates
1129 are all considered "older" than those without.
1133 In the signature for this function, there is one last parameter commented out,
1134 named "funding_source_in". Correspondingly, the WHERE clause for the query
1135 driving the main loop has an OR clause commented out, which references the
1136 funding_source_in parameter.
1138 If these lines are uncommented, this function will allow the user optionally to
1139 restrict a fund transfer to a specified funding source. If the source
1140 parameter is left NULL, then there will be no such restriction.
1142 ------------------------------------------------------------------------------- */
1144 same_currency BOOLEAN;
1145 currency_ratio NUMERIC;
1146 old_fund_currency TEXT;
1147 old_remaining NUMERIC; -- in currency of old fund
1148 new_fund_currency TEXT;
1149 new_fund_active BOOLEAN;
1150 new_remaining NUMERIC; -- in currency of new fund
1151 curr_old_amt NUMERIC; -- in currency of old fund
1152 curr_new_amt NUMERIC; -- in currency of new fund
1153 source_addition NUMERIC; -- in currency of funding source
1154 source_deduction NUMERIC; -- in currency of funding source
1155 orig_allocated_amt NUMERIC; -- in currency of funding source
1156 allocated_amt NUMERIC; -- in currency of fund
1162 IF old_fund IS NULL THEN
1163 RAISE EXCEPTION 'acq.transfer_fund: old fund id is NULL';
1166 IF old_amount IS NULL THEN
1167 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer is NULL';
1170 -- The new fund and its amount must be both NULL or both not NULL.
1172 IF new_fund IS NOT NULL AND new_amount IS NULL THEN
1173 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer to receiving fund is NULL';
1176 IF new_fund IS NULL AND new_amount IS NOT NULL THEN
1177 RAISE EXCEPTION 'acq.transfer_fund: receiving fund is NULL, its amount is not NULL';
1180 IF user_id IS NULL THEN
1181 RAISE EXCEPTION 'acq.transfer_fund: user id is NULL';
1184 -- Initialize the amounts to be transferred, each denominated
1185 -- in the currency of its respective fund. They will be
1186 -- reduced on each iteration of the loop.
1188 old_remaining := old_amount;
1189 new_remaining := new_amount;
1191 -- RAISE NOTICE 'Transferring % in fund % to % in fund %',
1192 -- old_amount, old_fund, new_amount, new_fund;
1194 -- Get the currency types of the old and new funds.
1205 IF old_fund_currency IS NULL THEN
1206 RAISE EXCEPTION 'acq.transfer_fund: old fund id % is not defined', old_fund;
1209 IF new_fund IS NOT NULL THEN
1221 IF new_fund_currency IS NULL THEN
1222 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is not defined', new_fund;
1223 ELSIF NOT new_fund_active THEN
1225 -- No point in putting money into a fund from whence you can't spend it
1227 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is inactive', new_fund;
1230 IF new_amount = old_amount THEN
1231 same_currency := true;
1232 currency_ratio := 1;
1235 -- We'll have to translate currency between funds. We presume that
1236 -- the calling code has already applied an appropriate exchange rate,
1237 -- so we'll apply the same conversion to each sub-transfer.
1239 same_currency := false;
1240 currency_ratio := new_amount / old_amount;
1244 -- Identify the funding source(s) from which we want to transfer the money.
1245 -- The principle is that we want to transfer the newest money first, because
1246 -- we spend the oldest money first. The priority for spending is defined
1247 -- by a sort of the view acq.ordered_funding_source_credit.
1252 ofsc.funding_source,
1254 ofsc.amount * acq.exchange_ratio( fs.currency_type, old_fund_currency )
1258 acq.ordered_funding_source_credit AS ofsc,
1259 acq.funding_source fs
1261 ofsc.funding_source = fs.id
1262 and ofsc.funding_source IN
1264 SELECT funding_source
1265 FROM acq.fund_allocation
1266 WHERE fund = old_fund
1270 -- ofsc.funding_source = funding_source_in
1271 -- OR funding_source_in IS NULL
1274 ofsc.sort_priority desc,
1275 ofsc.sort_date desc,
1279 -- Determine how much money the old fund got from this funding source,
1280 -- denominated in the currency types of the source and of the fund.
1281 -- This result may reflect transfers from previous iterations.
1284 COALESCE( sum( amount ), 0 ),
1285 COALESCE( sum( amount )
1286 * acq.exchange_ratio( source.currency_type, old_fund_currency ), 0 )
1288 orig_allocated_amt, -- in currency of the source
1289 allocated_amt -- in currency of the old fund
1294 and funding_source = source.funding_source;
1296 -- Determine how much to transfer from this credit, in the currency
1297 -- of the fund. Begin with the amount remaining to be attributed:
1299 curr_old_amt := old_remaining;
1301 -- Can't attribute more than was allocated from the fund:
1303 IF curr_old_amt > allocated_amt THEN
1304 curr_old_amt := allocated_amt;
1307 -- Can't attribute more than the amount of the current credit:
1309 IF curr_old_amt > source.converted_amt THEN
1310 curr_old_amt := source.converted_amt;
1313 curr_old_amt := trunc( curr_old_amt, 2 );
1315 old_remaining := old_remaining - curr_old_amt;
1317 -- Determine the amount to be deducted, if any,
1318 -- from the old allocation.
1320 IF old_remaining > 0 THEN
1322 -- In this case we're using the whole allocation, so use that
1323 -- amount directly instead of applying a currency translation
1324 -- and thereby inviting round-off errors.
1326 source_deduction := - orig_allocated_amt;
1328 source_deduction := trunc(
1329 ( - curr_old_amt ) *
1330 acq.exchange_ratio( old_fund_currency, source.currency_type ),
1334 IF source_deduction <> 0 THEN
1336 -- Insert negative allocation for old fund in fund_allocation,
1337 -- converted into the currency of the funding source
1339 INSERT INTO acq.fund_allocation (
1346 source.funding_source,
1350 'Transfer to fund ' || new_fund
1354 IF new_fund IS NOT NULL THEN
1356 -- Determine how much to add to the new fund, in
1357 -- its currency, and how much remains to be added:
1359 IF same_currency THEN
1360 curr_new_amt := curr_old_amt;
1362 IF old_remaining = 0 THEN
1364 -- This is the last iteration, so nothing should be left
1366 curr_new_amt := new_remaining;
1369 curr_new_amt := trunc( curr_old_amt * currency_ratio, 2 );
1370 new_remaining := new_remaining - curr_new_amt;
1374 -- Determine how much to add, if any,
1375 -- to the new fund's allocation.
1377 IF old_remaining > 0 THEN
1379 -- In this case we're using the whole allocation, so use that amount
1380 -- amount directly instead of applying a currency translation and
1381 -- thereby inviting round-off errors.
1383 source_addition := orig_allocated_amt;
1384 ELSIF source.currency_type = old_fund_currency THEN
1386 -- In this case we don't need a round trip currency translation,
1387 -- thereby inviting round-off errors:
1389 source_addition := curr_old_amt;
1391 source_addition := trunc(
1393 acq.exchange_ratio( new_fund_currency, source.currency_type ),
1397 IF source_addition <> 0 THEN
1399 -- Insert positive allocation for new fund in fund_allocation,
1400 -- converted to the currency of the founding source
1402 INSERT INTO acq.fund_allocation (
1409 source.funding_source,
1413 'Transfer from fund ' || old_fund
1418 IF trunc( curr_old_amt, 2 ) <> 0
1419 OR trunc( curr_new_amt, 2 ) <> 0 THEN
1421 -- Insert row in fund_transfer, using amounts in the currency of the funds
1423 INSERT INTO acq.fund_transfer (
1430 funding_source_credit
1433 trunc( curr_old_amt, 2 ),
1435 trunc( curr_new_amt, 2 ),
1442 if old_remaining <= 0 THEN
1443 EXIT; -- Nothing more to be transferred
1447 $$ LANGUAGE plpgsql;
1449 CREATE OR REPLACE FUNCTION acq.attribute_debits() RETURNS VOID AS $$
1451 Function to attribute expenditures and encumbrances to funding source credits,
1452 and thereby to funding sources.
1454 Read the debits in chonological order, attributing each one to one or
1455 more funding source credits. Constraints:
1457 1. Don't attribute more to a credit than the amount of the credit.
1459 2. For a given fund, don't attribute more to a funding source than the
1460 source has allocated to that fund.
1462 3. Attribute debits to credits with deadlines before attributing them to
1463 credits without deadlines. Otherwise attribute to the earliest credits
1464 first, based on the deadline date when present, or on the effective date
1465 when there is no deadline. Use funding_source_credit.id as a tie-breaker.
1466 This ordering is defined by an ORDER BY clause on the view
1467 acq.ordered_funding_source_credit.
1469 Start by truncating the table acq.debit_attribution. Then insert a row
1470 into that table for each attribution. If a debit cannot be fully
1471 attributed, insert a row for the unattributable balance, with the
1472 funding_source_credit and credit_amount columns NULL.
1475 curr_fund_source_bal RECORD;
1476 seqno INT; -- sequence num for credits applicable to a fund
1477 fund_credit RECORD; -- current row in temp t_fund_credit table
1478 fc RECORD; -- used for loading t_fund_credit table
1479 sc RECORD; -- used for loading t_fund_credit table
1481 -- Used exclusively in the main loop:
1483 deb RECORD; -- current row from acq.fund_debit table
1484 curr_credit_bal RECORD; -- current row from temp t_credit table
1485 debit_balance NUMERIC; -- amount left to attribute for current debit
1486 conv_debit_balance NUMERIC; -- debit balance in currency of the fund
1487 attr_amount NUMERIC; -- amount being attributed, in currency of debit
1488 conv_attr_amount NUMERIC; -- amount being attributed, in currency of source
1489 conv_cred_balance NUMERIC; -- credit_balance in the currency of the fund
1490 conv_alloc_balance NUMERIC; -- allocated balance in the currency of the fund
1491 attrib_count INT; -- populates id of acq.debit_attribution
1494 -- Load a temporary table. For each combination of fund and funding source,
1495 -- load an entry with the total amount allocated to that fund by that source.
1496 -- This sum may reflect transfers as well as original allocations. We will
1497 -- reduce this balance whenever we attribute debits to it.
1499 CREATE TEMP TABLE t_fund_source_bal
1503 funding_source AS source,
1504 sum( amount ) AS balance
1513 CREATE INDEX t_fund_source_bal_idx
1514 ON t_fund_source_bal( fund, source );
1515 -------------------------------------------------------------------------------
1517 -- Load another temporary table. For each fund, load zero or more
1518 -- funding source credits from which that fund can get money.
1520 CREATE TEMP TABLE t_fund_credit (
1527 SELECT DISTINCT fund
1528 FROM acq.fund_allocation
1530 LOOP -- Loop over the funds
1536 acq.ordered_funding_source_credit AS ofsc
1538 ofsc.funding_source IN
1540 SELECT funding_source
1541 FROM acq.fund_allocation
1542 WHERE fund = fc.fund
1548 LOOP -- Add each credit to the list
1549 INSERT INTO t_fund_credit (
1558 --RAISE NOTICE 'Fund % credit %', fc.fund, sc.id;
1560 END LOOP; -- Loop over credits for a given fund
1561 END LOOP; -- Loop over funds
1563 CREATE INDEX t_fund_credit_idx
1564 ON t_fund_credit( fund, seq );
1565 -------------------------------------------------------------------------------
1567 -- Load yet another temporary table. This one is a list of funding source
1568 -- credits, with their balances. We shall reduce those balances as we
1569 -- attribute debits to them.
1571 CREATE TEMP TABLE t_credit
1575 fsc.funding_source AS source,
1576 fsc.amount AS balance,
1577 fs.currency_type AS currency_type
1579 acq.funding_source_credit AS fsc,
1580 acq.funding_source fs
1582 fsc.funding_source = fs.id
1585 CREATE INDEX t_credit_idx
1586 ON t_credit( credit );
1588 -------------------------------------------------------------------------------
1590 -- Now that we have loaded the lookup tables: loop through the debits,
1591 -- attributing each one to one or more funding source credits.
1593 truncate table acq.debit_attribution;
1611 --RAISE NOTICE 'Debit %, fund %', deb.id, deb.fund;
1613 debit_balance := deb.amount;
1615 -- Loop over the funding source credits that are eligible
1616 -- to pay for this debit
1628 --RAISE NOTICE ' Examining credit %', fund_credit.credit;
1630 -- Look up the balance for this credit. If it's zero, then
1631 -- it's not useful, so treat it as if you didn't find it.
1632 -- (Actually there shouldn't be any zero balances in the table,
1633 -- but we check just to make sure.)
1636 INTO curr_credit_bal
1639 credit = fund_credit.credit
1642 IF curr_credit_bal IS NULL THEN
1644 -- This credit is exhausted; try the next one.
1650 -- At this point we have an applicable credit with some money left.
1651 -- Now see if the relevant funding_source has any money left.
1653 -- Look up the balance of the allocation for this combination of
1654 -- fund and source. If you find such an entry, but it has a zero
1655 -- balance, then it's not useful, so treat it as unfound.
1656 -- (Actually there shouldn't be any zero balances in the table,
1657 -- but we check just to make sure.)
1660 INTO curr_fund_source_bal
1661 FROM t_fund_source_bal
1664 AND source = curr_credit_bal.source
1667 IF curr_fund_source_bal IS NULL THEN
1669 -- This fund/source doesn't exist or is already exhausted,
1670 -- so we can't use this credit. Go on to the next one.
1675 -- Convert the available balances to the currency of the fund
1677 conv_alloc_balance := curr_fund_source_bal.balance * acq.exchange_ratio(
1678 curr_credit_bal.currency_type, deb.currency_type );
1679 conv_cred_balance := curr_credit_bal.balance * acq.exchange_ratio(
1680 curr_credit_bal.currency_type, deb.currency_type );
1682 -- Determine how much we can attribute to this credit: the minimum
1683 -- of the debit amount, the fund/source balance, and the
1686 --RAISE NOTICE ' deb bal %', debit_balance;
1687 --RAISE NOTICE ' source % balance %', curr_credit_bal.source, conv_alloc_balance;
1688 --RAISE NOTICE ' credit % balance %', curr_credit_bal.credit, conv_cred_balance;
1690 conv_attr_amount := NULL;
1691 attr_amount := debit_balance;
1693 IF attr_amount > conv_alloc_balance THEN
1694 attr_amount := conv_alloc_balance;
1695 conv_attr_amount := curr_fund_source_bal.balance;
1697 IF attr_amount > conv_cred_balance THEN
1698 attr_amount := conv_cred_balance;
1699 conv_attr_amount := curr_credit_bal.balance;
1702 -- If we're attributing all of one of the balances, then that's how
1703 -- much we will deduct from the balances, and we already captured
1704 -- that amount above. Otherwise we must convert the amount of the
1705 -- attribution from the currency of the fund back to the currency of
1706 -- the funding source.
1708 IF conv_attr_amount IS NULL THEN
1709 conv_attr_amount := attr_amount * acq.exchange_ratio(
1710 deb.currency_type, curr_credit_bal.currency_type );
1713 -- Insert a row to record the attribution
1715 attrib_count := attrib_count + 1;
1716 INSERT INTO acq.debit_attribution (
1720 funding_source_credit,
1726 curr_credit_bal.credit,
1730 -- Subtract the attributed amount from the various balances
1732 debit_balance := debit_balance - attr_amount;
1733 curr_fund_source_bal.balance := curr_fund_source_bal.balance - conv_attr_amount;
1735 IF curr_fund_source_bal.balance <= 0 THEN
1737 -- This allocation is exhausted. Delete it so
1738 -- that we don't waste time looking at it again.
1740 DELETE FROM t_fund_source_bal
1742 fund = curr_fund_source_bal.fund
1743 AND source = curr_fund_source_bal.source;
1745 UPDATE t_fund_source_bal
1746 SET balance = balance - conv_attr_amount
1748 fund = curr_fund_source_bal.fund
1749 AND source = curr_fund_source_bal.source;
1752 IF curr_credit_bal.balance <= 0 THEN
1754 -- This funding source credit is exhausted. Delete it
1755 -- so that we don't waste time looking at it again.
1757 --DELETE FROM t_credit
1759 -- credit = curr_credit_bal.credit;
1761 DELETE FROM t_fund_credit
1763 credit = curr_credit_bal.credit;
1766 SET balance = curr_credit_bal.balance
1768 credit = curr_credit_bal.credit;
1771 -- Are we done with this debit yet?
1773 IF debit_balance <= 0 THEN
1774 EXIT; -- We've fully attributed this debit; stop looking at credits.
1776 END LOOP; -- End loop over credits
1778 IF debit_balance <> 0 THEN
1780 -- We weren't able to attribute this debit, or at least not
1781 -- all of it. Insert a row for the unattributed balance.
1783 attrib_count := attrib_count + 1;
1784 INSERT INTO acq.debit_attribution (
1788 funding_source_credit,
1798 END LOOP; -- End of loop over debits
1800 $$ LANGUAGE 'plpgsql';
1802 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit(
1806 ) RETURNS VOID AS $$
1817 IF old_year IS NULL THEN
1818 RAISE EXCEPTION 'Input year argument is NULL';
1819 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1820 RAISE EXCEPTION 'Input year is out of range';
1823 IF user_id IS NULL THEN
1824 RAISE EXCEPTION 'Input user id argument is NULL';
1827 IF org_unit_id IS NULL THEN
1828 RAISE EXCEPTION 'Org unit id argument is NULL';
1830 SELECT TRUE INTO org_found
1832 WHERE id = org_unit_id;
1834 IF org_found IS NULL THEN
1835 RAISE EXCEPTION 'Org unit id is invalid';
1839 -- Loop over the applicable funds
1841 FOR old_fund in SELECT * FROM acq.fund
1845 AND org = org_unit_id
1848 INSERT INTO acq.fund (
1860 old_fund.currency_type,
1865 RETURNING id INTO new_id;
1867 WHEN unique_violation THEN
1868 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1871 --RAISE NOTICE 'Propagating fund % to fund %',
1872 -- old_fund.code, new_id;
1875 $$ LANGUAGE plpgsql;
1877 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
1881 ) RETURNS VOID AS $$
1892 IF old_year IS NULL THEN
1893 RAISE EXCEPTION 'Input year argument is NULL';
1894 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1895 RAISE EXCEPTION 'Input year is out of range';
1898 IF user_id IS NULL THEN
1899 RAISE EXCEPTION 'Input user id argument is NULL';
1902 IF org_unit_id IS NULL THEN
1903 RAISE EXCEPTION 'Org unit id argument is NULL';
1905 SELECT TRUE INTO org_found
1907 WHERE id = org_unit_id;
1909 IF org_found IS NULL THEN
1910 RAISE EXCEPTION 'Org unit id is invalid';
1914 -- Loop over the applicable funds
1916 FOR old_fund in SELECT * FROM acq.fund
1921 SELECT id FROM actor.org_unit_descendants( org_unit_id )
1925 INSERT INTO acq.fund (
1937 old_fund.currency_type,
1942 RETURNING id INTO new_id;
1944 WHEN unique_violation THEN
1945 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1948 --RAISE NOTICE 'Propagating fund % to fund %',
1949 -- old_fund.code, new_id;
1952 $$ LANGUAGE plpgsql;
1954 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit(
1958 ) RETURNS VOID AS $$
1962 new_year INT := old_year + 1;
1964 xfer_amount NUMERIC;
1973 IF old_year IS NULL THEN
1974 RAISE EXCEPTION 'Input year argument is NULL';
1975 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1976 RAISE EXCEPTION 'Input year is out of range';
1979 IF user_id IS NULL THEN
1980 RAISE EXCEPTION 'Input user id argument is NULL';
1983 IF org_unit_id IS NULL THEN
1984 RAISE EXCEPTION 'Org unit id argument is NULL';
1987 -- Validate the org unit
1992 WHERE id = org_unit_id;
1994 IF org_found IS NULL THEN
1995 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
1999 -- Loop over the propagable funds to identify the details
2000 -- from the old fund plus the id of the new one, if it exists.
2004 oldf.id AS old_fund,
2010 newf.id AS new_fund_id
2013 LEFT JOIN acq.fund AS newf
2014 ON ( oldf.code = newf.code )
2016 oldf.org = org_unit_id
2017 and oldf.year = old_year
2019 and newf.year = new_year
2021 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2023 IF roll_fund.new_fund_id IS NULL THEN
2025 -- The old fund hasn't been propagated yet. Propagate it now.
2027 INSERT INTO acq.fund (
2039 roll_fund.currency_type,
2044 RETURNING id INTO new_fund;
2046 new_fund = roll_fund.new_fund_id;
2049 -- Determine the amount to transfer
2053 FROM acq.fund_spent_balance
2054 WHERE fund = roll_fund.old_fund;
2056 IF xfer_amount <> 0 THEN
2057 IF roll_fund.rollover THEN
2059 -- Transfer balance from old fund to new
2061 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2063 PERFORM acq.transfer_fund(
2073 -- Transfer balance from old fund to the void
2075 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2077 PERFORM acq.transfer_fund(
2088 IF roll_fund.rollover THEN
2090 -- Move any lineitems from the old fund to the new one
2091 -- where the associated debit is an encumbrance.
2093 -- Any other tables tying expenditure details to funds should
2094 -- receive similar treatment. At this writing there are none.
2096 UPDATE acq.lineitem_detail
2099 fund = roll_fund.old_fund -- this condition may be redundant
2105 fund = roll_fund.old_fund
2109 -- Move encumbrance debits from the old fund to the new fund
2111 UPDATE acq.fund_debit
2114 fund = roll_fund.old_fund
2118 -- Mark old fund as inactive, now that we've closed it
2122 WHERE id = roll_fund.old_fund;
2125 $$ LANGUAGE plpgsql;
2127 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
2131 ) RETURNS VOID AS $$
2135 new_year INT := old_year + 1;
2137 xfer_amount NUMERIC;
2146 IF old_year IS NULL THEN
2147 RAISE EXCEPTION 'Input year argument is NULL';
2148 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2149 RAISE EXCEPTION 'Input year is out of range';
2152 IF user_id IS NULL THEN
2153 RAISE EXCEPTION 'Input user id argument is NULL';
2156 IF org_unit_id IS NULL THEN
2157 RAISE EXCEPTION 'Org unit id argument is NULL';
2160 -- Validate the org unit
2165 WHERE id = org_unit_id;
2167 IF org_found IS NULL THEN
2168 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2172 -- Loop over the propagable funds to identify the details
2173 -- from the old fund plus the id of the new one, if it exists.
2177 oldf.id AS old_fund,
2183 newf.id AS new_fund_id
2186 LEFT JOIN acq.fund AS newf
2187 ON ( oldf.code = newf.code )
2189 oldf.year = old_year
2191 AND newf.year = new_year
2193 SELECT id FROM actor.org_unit_descendants( org_unit_id )
2196 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2198 IF roll_fund.new_fund_id IS NULL THEN
2200 -- The old fund hasn't been propagated yet. Propagate it now.
2202 INSERT INTO acq.fund (
2214 roll_fund.currency_type,
2219 RETURNING id INTO new_fund;
2221 new_fund = roll_fund.new_fund_id;
2224 -- Determine the amount to transfer
2228 FROM acq.fund_spent_balance
2229 WHERE fund = roll_fund.old_fund;
2231 IF xfer_amount <> 0 THEN
2232 IF roll_fund.rollover THEN
2234 -- Transfer balance from old fund to new
2236 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2238 PERFORM acq.transfer_fund(
2248 -- Transfer balance from old fund to the void
2250 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2252 PERFORM acq.transfer_fund(
2263 IF roll_fund.rollover THEN
2265 -- Move any lineitems from the old fund to the new one
2266 -- where the associated debit is an encumbrance.
2268 -- Any other tables tying expenditure details to funds should
2269 -- receive similar treatment. At this writing there are none.
2271 UPDATE acq.lineitem_detail
2274 fund = roll_fund.old_fund -- this condition may be redundant
2280 fund = roll_fund.old_fund
2284 -- Move encumbrance debits from the old fund to the new fund
2286 UPDATE acq.fund_debit
2289 fund = roll_fund.old_fund
2293 -- Mark old fund as inactive, now that we've closed it
2297 WHERE id = roll_fund.old_fund;
2300 $$ LANGUAGE plpgsql;
2302 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
2303 SELECT funding_source,
2304 SUM(amount) AS amount
2305 FROM acq.funding_source_credit
2308 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
2309 SELECT funding_source,
2310 SUM(a.amount)::NUMERIC(100,2) AS amount
2311 FROM acq.fund_allocation a
2314 CREATE OR REPLACE VIEW acq.funding_source_balance AS
2315 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
2316 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
2317 FROM acq.funding_source_credit_total c
2318 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
2321 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
2323 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
2324 FROM acq.fund_allocation a
2325 JOIN acq.fund f ON (a.fund = f.id)
2326 JOIN acq.funding_source s ON (a.funding_source = s.id)
2329 CREATE OR REPLACE VIEW acq.fund_debit_total AS
2330 SELECT fund.id AS fund,
2331 fund_debit.encumbrance AS encumbrance,
2332 SUM( COALESCE( fund_debit.amount, 0 ) ) AS amount
2333 FROM acq.fund AS fund
2334 LEFT JOIN acq.fund_debit AS fund_debit
2335 ON ( fund.id = fund_debit.fund )
2338 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
2340 SUM(amount) AS amount
2341 FROM acq.fund_debit_total
2342 WHERE encumbrance IS TRUE
2345 CREATE OR REPLACE VIEW acq.fund_spent_total AS
2347 SUM(amount) AS amount
2348 FROM acq.fund_debit_total
2349 WHERE encumbrance IS FALSE
2352 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
2354 c.amount - COALESCE(d.amount,0.0) AS amount
2355 FROM acq.fund_allocation_total c
2356 LEFT JOIN acq.fund_debit_total d USING (fund);
2358 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
2360 c.amount - COALESCE(d.amount,0.0) AS amount
2361 FROM acq.fund_allocation_total c
2362 LEFT JOIN acq.fund_spent_total d USING (fund);
2364 -- For each fund: the total allocation from all sources, in the
2365 -- currency of the fund (or 0 if there are no allocations)
2367 CREATE VIEW acq.all_fund_allocation_total AS
2370 COALESCE( SUM( a.amount * acq.exchange_ratio(
2371 s.currency_type, f.currency_type))::numeric(100,2), 0 )
2375 LEFT JOIN acq.fund_allocation a
2377 LEFT JOIN acq.funding_source s
2378 ON a.funding_source = s.id
2382 -- For every fund: the total encumbrances (or 0 if none),
2383 -- in the currency of the fund.
2385 CREATE VIEW acq.all_fund_encumbrance_total AS
2388 COALESCE( encumb.amount, 0 ) AS amount
2394 sum( amount ) AS amount
2401 ON f.id = encumb.fund;
2403 -- For every fund: the total spent (or 0 if none),
2404 -- in the currency of the fund.
2406 CREATE VIEW acq.all_fund_spent_total AS
2409 COALESCE( spent.amount, 0 ) AS amount
2415 sum( amount ) AS amount
2422 ON f.id = spent.fund;
2424 -- For each fund: the amount not yet spent, in the currency
2425 -- of the fund. May include encumbrances.
2427 CREATE VIEW acq.all_fund_spent_balance AS
2430 c.amount - d.amount AS amount
2431 FROM acq.all_fund_allocation_total c
2432 LEFT JOIN acq.all_fund_spent_total d USING (fund);
2434 -- For each fund: the amount neither spent nor encumbered,
2435 -- in the currency of the fund
2437 CREATE VIEW acq.all_fund_combined_balance AS
2440 a.amount - COALESCE( c.amount, 0 ) AS amount
2442 acq.all_fund_allocation_total a
2446 SUM( amount ) AS amount
2451 ) AS c USING ( fund );