2 * Copyright (C) 2009 Georgia Public Library Service
3 * Scott McKellar <scott@esilibrary.com>
5 * This program is free software; you can redistribute it and/or
6 * modify it under the terms of the GNU General Public License
7 * as published by the Free Software Foundation; either version 2
8 * of the License, or (at your option) any later version.
10 * This program is distributed in the hope that it will be useful,
11 * but WITHOUT ANY WARRANTY; without even the implied warranty of
12 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
13 * GNU General Public License for more details.
16 DROP SCHEMA IF EXISTS acq CASCADE;
26 CREATE TABLE acq.currency_type (
27 code TEXT PRIMARY KEY,
31 CREATE TABLE acq.exchange_rate (
32 id SERIAL PRIMARY KEY,
33 from_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
34 to_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
35 ratio NUMERIC NOT NULL,
36 CONSTRAINT exchange_rate_from_to_once UNIQUE (from_currency,to_currency)
39 CREATE TABLE acq.claim_policy (
40 id SERIAL PRIMARY KEY,
41 org_unit INT NOT NULL REFERENCES actor.org_unit
42 DEFERRABLE INITIALLY DEFERRED,
44 description TEXT NOT NULL,
45 CONSTRAINT name_once_per_org UNIQUE (org_unit, name)
48 CREATE TABLE acq.claim_event_type (
49 id SERIAL PRIMARY KEY,
50 org_unit INT NOT NULL REFERENCES actor.org_unit(id)
51 DEFERRABLE INITIALLY DEFERRED,
53 description TEXT NOT NULL,
54 library_initiated BOOL NOT NULL DEFAULT FALSE,
55 CONSTRAINT event_type_once_per_org UNIQUE ( org_unit, code )
58 CREATE TABLE acq.claim_policy_action (
59 id SERIAL PRIMARY KEY,
60 claim_policy INT NOT NULL REFERENCES acq.claim_policy
62 DEFERRABLE INITIALLY DEFERRED,
63 action_interval INTERVAL NOT NULL,
64 action INT NOT NULL REFERENCES acq.claim_event_type
65 DEFERRABLE INITIALLY DEFERRED,
66 CONSTRAINT action_sequence UNIQUE (claim_policy, action_interval)
69 CREATE TABLE acq.provider (
70 id SERIAL PRIMARY KEY,
72 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
73 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
77 edi_default INT, -- REFERENCES acq.edi_account (id) DEFERRABLE INITIALLY DEFERRED
78 active BOOL NOT NULL DEFAULT TRUE,
79 prepayment_required BOOL NOT NULL DEFAULT FALSE,
84 default_copy_count INT NOT NULL DEFAULT 0,
85 default_claim_policy INT REFERENCES acq.claim_policy
86 DEFERRABLE INITIALLY DEFERRED,
87 CONSTRAINT provider_name_once_per_owner UNIQUE (name,owner),
88 CONSTRAINT code_once_per_owner UNIQUE (code, owner)
91 CREATE TABLE acq.provider_holding_subfield_map (
92 id SERIAL PRIMARY KEY,
93 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
94 name TEXT NOT NULL, -- barcode, price, etc
95 subfield TEXT NOT NULL,
96 CONSTRAINT name_once_per_provider UNIQUE (provider,name)
99 CREATE TABLE acq.provider_address (
100 id SERIAL PRIMARY KEY,
101 valid BOOL NOT NULL DEFAULT TRUE,
103 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
104 street1 TEXT NOT NULL,
109 country TEXT NOT NULL,
110 post_code TEXT NOT NULL,
114 CREATE TABLE acq.provider_contact (
115 id SERIAL PRIMARY KEY,
116 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
118 role TEXT, -- free-form.. e.g. "our sales guy"
123 CREATE TABLE acq.provider_contact_address (
124 id SERIAL PRIMARY KEY,
125 valid BOOL NOT NULL DEFAULT TRUE,
127 contact INT NOT NULL REFERENCES acq.provider_contact (id) DEFERRABLE INITIALLY DEFERRED,
128 street1 TEXT NOT NULL,
133 country TEXT NOT NULL,
134 post_code TEXT NOT NULL,
138 CREATE TABLE acq.provider_note (
139 id SERIAL PRIMARY KEY,
140 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
141 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
142 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
143 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
144 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
147 CREATE INDEX acq_pro_note_pro_idx ON acq.provider_note ( provider );
148 CREATE INDEX acq_pro_note_creator_idx ON acq.provider_note ( creator );
149 CREATE INDEX acq_pro_note_editor_idx ON acq.provider_note ( editor );
152 CREATE TABLE acq.funding_source (
153 id SERIAL PRIMARY KEY,
155 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
156 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
158 CONSTRAINT funding_source_name_once_per_owner UNIQUE (name,owner)
161 CREATE TABLE acq.funding_source_credit (
162 id SERIAL PRIMARY KEY,
163 funding_source INT NOT NULL REFERENCES acq.funding_source (id) DEFERRABLE INITIALLY DEFERRED,
164 amount NUMERIC NOT NULL,
166 deadline_date TIMESTAMPTZ,
167 effective_date TIMESTAMPTZ NOT NULL default now()
170 CREATE VIEW acq.ordered_funding_source_credit AS
172 CASE WHEN deadline_date IS NULL THEN
176 END AS sort_priority,
177 CASE WHEN deadline_date IS NULL THEN
187 acq.funding_source_credit;
189 COMMENT ON VIEW acq.ordered_funding_source_credit IS $$
190 The acq.ordered_funding_source_credit view is a prioritized
191 ordering of funding source credits. When ordered by the first
192 three columns, this view defines the order in which the various
193 credits are to be tapped for spending, subject to the allocations
194 in the acq.fund_allocation table.
196 The first column reflects the principle that we should spend
197 money with deadlines before spending money without deadlines.
199 The second column reflects the principle that we should spend the
200 oldest money first. For money with deadlines, that means that we
201 spend first from the credit with the earliest deadline. For
202 money without deadlines, we spend first from the credit with the
203 earliest effective date.
205 The third column is a tie breaker to ensure a consistent
209 CREATE TABLE acq.fund (
210 id SERIAL PRIMARY KEY,
211 org INT NOT NULL REFERENCES actor.org_unit (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
213 year INT NOT NULL DEFAULT EXTRACT( YEAR FROM NOW() ),
214 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
216 rollover BOOL NOT NULL DEFAULT FALSE,
217 propagate BOOL NOT NULL DEFAULT TRUE,
218 active BOOL NOT NULL DEFAULT TRUE,
219 balance_warning_percent INT,
220 balance_stop_percent INT,
221 CONSTRAINT name_once_per_org_year UNIQUE (org,name,year),
222 CONSTRAINT code_once_per_org_year UNIQUE (org, code, year),
223 CONSTRAINT acq_fund_rollover_implies_propagate CHECK ( propagate OR NOT rollover )
226 CREATE TABLE acq.fund_debit (
227 id SERIAL PRIMARY KEY,
228 fund INT NOT NULL REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
229 origin_amount NUMERIC NOT NULL, -- pre-exchange-rate amount
230 origin_currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
231 amount NUMERIC NOT NULL,
232 encumbrance BOOL NOT NULL DEFAULT TRUE,
233 debit_type TEXT NOT NULL,
234 xfer_destination INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
235 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
238 CREATE TABLE acq.fund_allocation (
239 id SERIAL PRIMARY KEY,
240 funding_source INT NOT NULL REFERENCES acq.funding_source (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
241 fund INT NOT NULL REFERENCES acq.fund (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
242 amount NUMERIC NOT NULL,
243 allocator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
245 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
247 CREATE INDEX fund_alloc_allocator_idx ON acq.fund_allocation ( allocator );
249 CREATE TABLE acq.fund_allocation_percent
251 id SERIAL PRIMARY KEY,
252 funding_source INT NOT NULL REFERENCES acq.funding_source
253 DEFERRABLE INITIALLY DEFERRED,
254 org INT NOT NULL REFERENCES actor.org_unit
255 DEFERRABLE INITIALLY DEFERRED,
257 percent NUMERIC NOT NULL,
258 allocator INTEGER NOT NULL REFERENCES actor.usr
259 DEFERRABLE INITIALLY DEFERRED,
261 create_time TIMESTAMPTZ NOT NULL DEFAULT now(),
262 CONSTRAINT logical_key UNIQUE( funding_source, org, fund_code ),
263 CONSTRAINT percentage_range CHECK( percent >= 0 AND percent <= 100 )
266 -- Trigger function to validate combination of org_unit and fund_code
268 CREATE OR REPLACE FUNCTION acq.fund_alloc_percent_val()
269 RETURNS TRIGGER AS $$
284 AND code = NEW.fund_code
290 RAISE EXCEPTION 'No fund exists for org % and code %', NEW.org, NEW.fund_code;
295 CREATE TRIGGER acq_fund_alloc_percent_val_trig
296 BEFORE INSERT OR UPDATE ON acq.fund_allocation_percent
297 FOR EACH ROW EXECUTE PROCEDURE acq.fund_alloc_percent_val();
299 -- To do: trigger to verify that percentages don't add up to more than 100
301 CREATE OR REPLACE FUNCTION acq.fap_limit_100()
302 RETURNS TRIGGER AS $$
305 total_percent numeric;
313 acq.fund_allocation_percent AS fap
315 fap.funding_source = NEW.funding_source;
317 IF total_percent > 100 THEN
318 RAISE EXCEPTION 'Total percentages exceed 100 for funding_source %',
326 CREATE TRIGGER acqfap_limit_100_trig
327 AFTER INSERT OR UPDATE ON acq.fund_allocation_percent
328 FOR EACH ROW EXECUTE PROCEDURE acq.fap_limit_100();
330 CREATE TABLE acq.picklist (
331 id SERIAL PRIMARY KEY,
332 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
333 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
334 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
335 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
337 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
338 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
339 CONSTRAINT name_once_per_owner UNIQUE (name,owner)
341 CREATE INDEX acq_picklist_owner_idx ON acq.picklist ( owner );
342 CREATE INDEX acq_picklist_creator_idx ON acq.picklist ( creator );
343 CREATE INDEX acq_picklist_editor_idx ON acq.picklist ( editor );
345 CREATE TABLE acq.cancel_reason (
346 id SERIAL PRIMARY KEY,
347 org_unit INTEGER NOT NULL REFERENCES actor.org_unit( id )
348 DEFERRABLE INITIALLY DEFERRED,
350 description TEXT NOT NULL,
351 keep_debits BOOL NOT NULL DEFAULT FALSE,
352 CONSTRAINT acq_cancel_reason_one_per_org_unit UNIQUE( org_unit, label )
355 -- Reserve ids 1-999 for stock reasons
356 -- Reserve ids 1000-1999 for EDI reasons
357 -- 2000+ are available for staff to create
359 SELECT SETVAL('acq.cancel_reason_id_seq'::TEXT, 2000);
361 DROP TRIGGER IF EXISTS acq_no_deleted_reserved_cancel_reasons ON acq.cancel_reason;
363 CREATE TRIGGER acq_no_deleted_reserved_cancel_reasons BEFORE DELETE ON acq.cancel_reason
364 FOR EACH ROW EXECUTE PROCEDURE evergreen.protect_reserved_rows_from_delete(2000);
366 CREATE TABLE acq.purchase_order (
367 id SERIAL PRIMARY KEY,
368 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
369 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
370 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
371 ordering_agency INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
372 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
373 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
374 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
375 state TEXT NOT NULL DEFAULT 'new',
376 order_date TIMESTAMP WITH TIME ZONE,
378 cancel_reason INT REFERENCES acq.cancel_reason( id )
379 DEFERRABLE INITIALLY DEFERRED,
380 prepayment_required BOOLEAN NOT NULL DEFAULT FALSE,
381 CONSTRAINT valid_po_state CHECK (state IN ('new','pending','on-order','received','cancelled'))
383 CREATE INDEX po_owner_idx ON acq.purchase_order (owner);
384 CREATE INDEX po_provider_idx ON acq.purchase_order (provider);
385 CREATE INDEX po_state_idx ON acq.purchase_order (state);
386 CREATE INDEX po_creator_idx ON acq.purchase_order ( creator );
387 CREATE INDEX po_editor_idx ON acq.purchase_order ( editor );
388 CREATE INDEX acq_po_org_name_order_date_idx ON acq.purchase_order( ordering_agency, name, order_date );
390 -- The name should default to the id, as text. We can't reference a column
391 -- in a DEFAULT clause, so we use a trigger:
393 CREATE OR REPLACE FUNCTION acq.purchase_order_name_default () RETURNS TRIGGER
396 IF NEW.name IS NULL THEN
397 NEW.name := NEW.id::TEXT;
404 CREATE TRIGGER po_name_default_trg
405 BEFORE INSERT OR UPDATE ON acq.purchase_order
406 FOR EACH ROW EXECUTE PROCEDURE acq.purchase_order_name_default ();
408 -- The order name should be unique for a given ordering agency on a given order date
409 -- (truncated to midnight), but only where the order_date is not NULL. Conceptually
410 -- this rule requires a check constraint with a subquery. However you can't have a
411 -- subquery in a CHECK constraint, so we fake it with a trigger.
413 CREATE OR REPLACE FUNCTION acq.po_org_name_date_unique () RETURNS TRIGGER
419 -- If order_date is not null, then make sure we don't have a collision
420 -- on order_date (truncated to day), org, and name
422 IF NEW.order_date IS NULL THEN
426 -- In the WHERE clause, we compare the order_dates without regard to time of day.
427 -- We use a pair of inequalities instead of comparing truncated dates so that the
428 -- query can do an indexed range scan.
430 SELECT 1 INTO collision
431 FROM acq.purchase_order
433 ordering_agency = NEW.ordering_agency
435 AND order_date >= date_trunc( 'day', NEW.order_date )
436 AND order_date < date_trunc( 'day', NEW.order_date ) + '1 day'::INTERVAL
439 IF collision IS NULL THEN
440 -- okay, no collision
443 -- collision; nip it in the bud
444 RAISE EXCEPTION 'Colliding purchase orders: ordering_agency %, date %, name ''%''',
445 NEW.ordering_agency, NEW.order_date, NEW.name;
450 CREATE TRIGGER po_org_name_date_unique_trg
451 BEFORE INSERT OR UPDATE ON acq.purchase_order
452 FOR EACH ROW EXECUTE PROCEDURE acq.po_org_name_date_unique ();
454 CREATE TABLE acq.po_note (
455 id SERIAL PRIMARY KEY,
456 purchase_order INT NOT NULL REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
457 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
458 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
459 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
460 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
462 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
464 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
465 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
466 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
468 CREATE TABLE acq.lineitem (
469 id BIGSERIAL PRIMARY KEY,
470 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
471 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
472 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
473 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
474 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
475 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
476 expected_recv_time TIMESTAMP WITH TIME ZONE,
477 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
478 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
480 eg_bib_id BIGINT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
482 state TEXT NOT NULL DEFAULT 'new',
483 cancel_reason INT REFERENCES acq.cancel_reason( id )
484 DEFERRABLE INITIALLY DEFERRED,
485 estimated_unit_price NUMERIC,
486 claim_policy INT REFERENCES acq.claim_policy
487 DEFERRABLE INITIALLY DEFERRED,
488 queued_record BIGINT REFERENCES vandelay.queued_bib_record (id)
489 ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
490 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
492 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
493 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
494 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
495 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
496 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
497 CREATE INDEX li_queued_record_idx ON acq.lineitem ( queued_record );
499 CREATE TABLE acq.lineitem_alert_text (
500 id SERIAL PRIMARY KEY,
503 owning_lib INT NOT NULL
504 REFERENCES actor.org_unit(id)
505 DEFERRABLE INITIALLY DEFERRED,
506 CONSTRAINT alert_one_code_per_org UNIQUE (code, owning_lib)
509 CREATE TABLE acq.lineitem_note (
510 id SERIAL PRIMARY KEY,
511 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
512 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
513 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
514 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
515 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
517 alert_text INT REFERENCES acq.lineitem_alert_text(id)
518 DEFERRABLE INITIALLY DEFERRED,
519 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
521 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
522 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
523 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
525 CREATE TABLE acq.lineitem_detail (
526 id BIGSERIAL PRIMARY KEY,
527 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
528 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
529 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
530 eg_copy_id BIGINT, -- REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED, -- XXX could be an serial.issuance
534 collection_code TEXT,
535 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
536 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
537 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
538 recv_time TIMESTAMP WITH TIME ZONE,
539 receiver INT REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
540 cancel_reason INT REFERENCES acq.cancel_reason( id ) DEFERRABLE INITIALLY DEFERRED
543 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
544 CREATE INDEX lineitem_detail_fund_debit_idx ON acq.lineitem_detail (fund_debit);
546 CREATE TABLE acq.lineitem_attr_definition (
547 id BIGSERIAL PRIMARY KEY,
549 description TEXT NOT NULL,
550 remove TEXT NOT NULL DEFAULT '',
551 ident BOOL NOT NULL DEFAULT FALSE
554 CREATE TABLE acq.lineitem_marc_attr_definition (
555 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
557 ) INHERITS (acq.lineitem_attr_definition);
559 CREATE TABLE acq.lineitem_provider_attr_definition (
560 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
562 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
563 ) INHERITS (acq.lineitem_attr_definition);
565 CREATE TABLE acq.lineitem_generated_attr_definition (
566 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
568 ) INHERITS (acq.lineitem_attr_definition);
570 CREATE TABLE acq.lineitem_usr_attr_definition (
571 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
572 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
573 ) INHERITS (acq.lineitem_attr_definition);
574 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
576 CREATE TABLE acq.lineitem_local_attr_definition (
577 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
578 ) INHERITS (acq.lineitem_attr_definition);
580 CREATE TABLE acq.lineitem_attr (
581 id BIGSERIAL PRIMARY KEY,
582 definition BIGINT NOT NULL,
583 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
584 attr_type TEXT NOT NULL,
585 attr_name TEXT NOT NULL,
586 attr_value TEXT NOT NULL,
587 order_ident BOOLEAN NOT NULL DEFAULT FALSE
590 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
591 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
592 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
598 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
599 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)]');
600 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
601 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
602 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
603 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
604 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('upc', 'UPC', '//*[@tag="024" and @ind1="1"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
605 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
606 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
607 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
608 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
609 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
611 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
614 CREATE TABLE acq.distribution_formula (
615 id SERIAL PRIMARY KEY,
617 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
619 skip_count INT NOT NULL DEFAULT 0,
620 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
623 CREATE TABLE acq.distribution_formula_entry (
624 id SERIAL PRIMARY KEY,
625 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
627 DEFERRABLE INITIALLY DEFERRED,
628 position INTEGER NOT NULL,
629 item_count INTEGER NOT NULL,
630 owning_lib INTEGER REFERENCES actor.org_unit(id)
631 DEFERRABLE INITIALLY DEFERRED,
632 location INTEGER REFERENCES asset.copy_location(id),
633 fund INTEGER REFERENCES acq.fund (id),
634 circ_modifier TEXT REFERENCES config.circ_modifier (code),
635 collection_code TEXT,
636 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
637 CONSTRAINT acqdfe_must_be_somewhere
638 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
641 CREATE TABLE acq.distribution_formula_application (
642 id BIGSERIAL PRIMARY KEY,
643 creator INT NOT NULL REFERENCES actor.usr(id) DEFERRABLE INITIALLY DEFERRED,
644 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
646 REFERENCES acq.distribution_formula(id) DEFERRABLE INITIALLY DEFERRED,
647 lineitem INT NOT NULL
648 REFERENCES acq.lineitem(id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED
651 CREATE INDEX acqdfa_df_idx
652 ON acq.distribution_formula_application(formula);
653 CREATE INDEX acqdfa_li_idx
654 ON acq.distribution_formula_application(lineitem);
655 CREATE INDEX acqdfa_creator_idx
656 ON acq.distribution_formula_application(creator);
658 CREATE TABLE acq.fund_tag (
659 id SERIAL PRIMARY KEY,
661 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
663 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
666 CREATE TABLE acq.fund_tag_map (
667 id SERIAL PRIMARY KEY,
668 fund INTEGER NOT NULL REFERENCES acq.fund(id)
669 DEFERRABLE INITIALLY DEFERRED,
670 tag INTEGER REFERENCES acq.fund_tag(id)
672 DEFERRABLE INITIALLY DEFERRED,
673 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
676 CREATE TABLE acq.fund_transfer (
677 id SERIAL PRIMARY KEY,
678 src_fund INT NOT NULL REFERENCES acq.fund( id )
679 DEFERRABLE INITIALLY DEFERRED,
680 src_amount NUMERIC NOT NULL,
681 dest_fund INT REFERENCES acq.fund( id )
682 DEFERRABLE INITIALLY DEFERRED,
684 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
685 transfer_user INT NOT NULL REFERENCES actor.usr( id )
686 DEFERRABLE INITIALLY DEFERRED,
688 funding_source_credit INT NOT NULL REFERENCES acq.funding_source_credit( id )
689 DEFERRABLE INITIALLY DEFERRED
692 CREATE INDEX acqftr_usr_idx
693 ON acq.fund_transfer( transfer_user );
695 COMMENT ON TABLE acq.fund_transfer IS $$
697 Each row represents the transfer of money from a source fund
698 to a destination fund. There should be corresponding entries
699 in acq.fund_allocation. The purpose of acq.fund_transfer is
700 to record how much money moved from which fund to which other
703 The presence of two amount fields, rather than one, reflects
704 the possibility that the two funds are denominated in different
705 currencies. If they use the same currency type, the two
706 amounts should be the same.
709 CREATE TABLE acq.fiscal_calendar (
710 id SERIAL PRIMARY KEY,
714 -- Create a default calendar (though we don't specify its contents).
715 -- Create a foreign key in actor.org_unit, initially pointing to
716 -- the default calendar.
718 INSERT INTO acq.fiscal_calendar (
725 ALTER TABLE actor.org_unit ADD FOREIGN KEY
726 (fiscal_calendar) REFERENCES acq.fiscal_calendar( id )
727 DEFERRABLE INITIALLY DEFERRED;
729 CREATE TABLE acq.fiscal_year (
730 id SERIAL PRIMARY KEY,
731 calendar INT NOT NULL
732 REFERENCES acq.fiscal_calendar
734 DEFERRABLE INITIALLY DEFERRED,
736 year_begin TIMESTAMPTZ NOT NULL,
737 year_end TIMESTAMPTZ NOT NULL,
738 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
739 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
742 CREATE TABLE acq.edi_attr (
743 key TEXT PRIMARY KEY,
744 label TEXT NOT NULL UNIQUE
747 CREATE TABLE acq.edi_attr_set (
748 id SERIAL PRIMARY KEY,
749 label TEXT NOT NULL UNIQUE
752 CREATE TABLE acq.edi_attr_set_map (
753 id SERIAL PRIMARY KEY,
754 attr_set INTEGER NOT NULL REFERENCES acq.edi_attr_set(id)
755 ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
756 attr TEXT NOT NULL REFERENCES acq.edi_attr(key)
757 ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
758 CONSTRAINT edi_attr_set_map_attr_once UNIQUE (attr_set, attr)
761 CREATE TABLE acq.edi_account ( -- similar tables can extend remote_account for other parts of EG
762 provider INT NOT NULL REFERENCES acq.provider (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
763 in_dir TEXT, -- incoming messages dir (probably different than config.remote_account.path, the outgoing dir)
766 attr_set INTEGER REFERENCES acq.edi_attr_set(id), -- NULL OK
767 use_attrs BOOLEAN NOT NULL DEFAULT FALSE
768 ) INHERITS (config.remote_account);
770 -- We need a UNIQUE constraint here also, to support the FK from acq.provider.edi_default
771 ALTER TABLE acq.edi_account ADD PRIMARY KEY (id);
773 CREATE TABLE acq.edi_message (
774 id SERIAL PRIMARY KEY,
775 account INTEGER REFERENCES acq.edi_account(id)
776 DEFERRABLE INITIALLY DEFERRED,
778 create_time TIMESTAMPTZ NOT NULL DEFAULT now(),
779 translate_time TIMESTAMPTZ,
780 process_time TIMESTAMPTZ,
781 error_time TIMESTAMPTZ,
782 status TEXT NOT NULL DEFAULT 'new'
783 CONSTRAINT status_value CHECK
785 'new', -- needs to be translated
786 'translated', -- needs to be processed
787 'trans_error', -- error in translation step
788 'processed', -- needs to have remote_file deleted
789 'proc_error', -- error in processing step
790 'delete_error', -- error in deletion
791 'retry', -- need to retry
797 purchase_order INT REFERENCES acq.purchase_order
798 DEFERRABLE INITIALLY DEFERRED,
799 message_type TEXT NOT NULL CONSTRAINT valid_message_type CHECK
808 CREATE INDEX edi_message_account_status_idx ON acq.edi_message (account,status);
809 CREATE INDEX edi_message_po_idx ON acq.edi_message (purchase_order);
810 CREATE INDEX edi_message_remote_file_idx ON acq.edi_message (evergreen.lowercase(remote_file));
812 -- Note below that the primary key is NOT a SERIAL type. We will periodically truncate and rebuild
813 -- the table, assigning ids programmatically instead of using a sequence.
814 CREATE TABLE acq.debit_attribution (
815 id INT NOT NULL PRIMARY KEY,
816 fund_debit INT NOT NULL
817 REFERENCES acq.fund_debit
818 DEFERRABLE INITIALLY DEFERRED,
819 debit_amount NUMERIC NOT NULL,
820 funding_source_credit INT REFERENCES acq.funding_source_credit
821 DEFERRABLE INITIALLY DEFERRED,
822 credit_amount NUMERIC
825 CREATE INDEX acq_attribution_debit_idx
826 ON acq.debit_attribution( fund_debit );
828 CREATE INDEX acq_attribution_credit_idx
829 ON acq.debit_attribution( funding_source_credit );
833 CREATE TABLE acq.invoice_method (
834 code TEXT PRIMARY KEY,
835 name TEXT NOT NULL -- i18n-ize
838 CREATE TABLE acq.invoice_payment_method (
839 code TEXT PRIMARY KEY,
840 name TEXT NOT NULL -- i18n-ize
843 CREATE TABLE acq.invoice (
844 id SERIAL PRIMARY KEY,
845 receiver INT NOT NULL REFERENCES actor.org_unit (id),
846 provider INT NOT NULL REFERENCES acq.provider (id),
847 shipper INT NOT NULL REFERENCES acq.provider (id),
848 recv_date TIMESTAMPTZ NOT NULL DEFAULT NOW(),
849 recv_method TEXT NOT NULL REFERENCES acq.invoice_method (code) DEFAULT 'EDI',
850 inv_type TEXT, -- A "type" field is desired, but no idea what goes here
851 inv_ident TEXT NOT NULL, -- vendor-supplied invoice id/number
853 payment_method TEXT REFERENCES acq.invoice_payment_method (code)
854 DEFERRABLE INITIALLY DEFERRED,
856 complete BOOL NOT NULL DEFAULT FALSE,
857 CONSTRAINT inv_ident_once_per_provider UNIQUE(provider, inv_ident)
860 CREATE TABLE acq.invoice_entry (
861 id SERIAL PRIMARY KEY,
862 invoice INT NOT NULL REFERENCES acq.invoice (id) ON DELETE CASCADE,
863 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
864 lineitem INT REFERENCES acq.lineitem (id) ON UPDATE CASCADE ON DELETE SET NULL,
865 inv_item_count INT NOT NULL, -- How many acqlids did they say they sent
866 phys_item_count INT, -- and how many did staff count
868 billed_per_item BOOL,
869 cost_billed NUMERIC(8,2),
870 actual_cost NUMERIC(8,2),
871 amount_paid NUMERIC (8,2)
874 CREATE INDEX ie_inv_idx on acq.invoice_entry (invoice);
875 CREATE INDEX ie_po_idx on acq.invoice_entry (purchase_order);
876 CREATE INDEX ie_li_idx on acq.invoice_entry (lineitem);
878 ALTER TABLE acq.fund_debit
879 ADD COLUMN invoice_entry INTEGER
880 REFERENCES acq.invoice_entry (id)
883 CREATE INDEX fund_debit_invoice_entry_idx ON acq.fund_debit (invoice_entry);
885 CREATE TABLE acq.invoice_item_type (
886 code TEXT PRIMARY KEY,
887 name TEXT NOT NULL, -- i18n-ize
888 prorate BOOL NOT NULL DEFAULT FALSE,
889 blanket BOOL NOT NULL DEFAULT FALSE,
890 CONSTRAINT aiit_not_blanket_and_prorate
891 CHECK (blanket IS FALSE OR prorate IS FALSE)
894 CREATE TABLE acq.po_item (
895 id SERIAL PRIMARY KEY,
896 purchase_order INT REFERENCES acq.purchase_order (id)
897 ON UPDATE CASCADE ON DELETE SET NULL
898 DEFERRABLE INITIALLY DEFERRED,
899 fund_debit INT REFERENCES acq.fund_debit (id)
900 DEFERRABLE INITIALLY DEFERRED,
901 inv_item_type TEXT NOT NULL
902 REFERENCES acq.invoice_item_type (code)
903 DEFERRABLE INITIALLY DEFERRED,
907 estimated_cost NUMERIC(8,2),
908 fund INT REFERENCES acq.fund (id)
909 DEFERRABLE INITIALLY DEFERRED,
913 CREATE INDEX poi_po_idx ON acq.po_item (purchase_order);
915 CREATE TABLE acq.invoice_item ( -- for invoice-only debits: taxes/fees/non-bib items/etc
916 id SERIAL PRIMARY KEY,
917 invoice INT NOT NULL REFERENCES acq.invoice (id) ON UPDATE CASCADE ON DELETE CASCADE,
918 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
919 fund_debit INT REFERENCES acq.fund_debit (id),
920 inv_item_type TEXT NOT NULL REFERENCES acq.invoice_item_type (code),
924 cost_billed NUMERIC(8,2),
925 actual_cost NUMERIC(8,2),
926 fund INT REFERENCES acq.fund (id)
927 DEFERRABLE INITIALLY DEFERRED,
928 amount_paid NUMERIC (8,2),
929 po_item INT REFERENCES acq.po_item (id)
930 DEFERRABLE INITIALLY DEFERRED,
934 CREATE INDEX ii_inv_idx on acq.invoice_item (invoice);
935 CREATE INDEX ii_po_idx on acq.invoice_item (purchase_order);
936 CREATE INDEX ii_poi_idx on acq.invoice_item (po_item);
939 CREATE TABLE acq.user_request_type (
940 id SERIAL PRIMARY KEY,
941 label TEXT NOT NULL UNIQUE -- i18n-ize
944 CREATE TABLE acq.user_request (
945 id SERIAL PRIMARY KEY,
946 usr INT NOT NULL REFERENCES actor.usr (id), -- requesting user
947 hold BOOL NOT NULL DEFAULT TRUE,
949 pickup_lib INT NOT NULL REFERENCES actor.org_unit (id), -- pickup lib
950 holdable_formats TEXT, -- nullable, for use in hold creation
952 email_notify BOOL NOT NULL DEFAULT TRUE,
953 lineitem INT REFERENCES acq.lineitem (id) ON DELETE CASCADE,
954 eg_bib BIGINT REFERENCES biblio.record_entry (id) ON DELETE CASCADE,
955 request_date TIMESTAMPTZ NOT NULL DEFAULT NOW(), -- when they requested it
956 need_before TIMESTAMPTZ, -- don't create holds after this
959 request_type INT NOT NULL REFERENCES acq.user_request_type (id),
971 cancel_reason INT REFERENCES acq.cancel_reason( id )
972 DEFERRABLE INITIALLY DEFERRED
978 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
979 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
982 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
985 SELECT COUNT(*) INTO counter
986 FROM oils_xpath_table(
990 '//*[@tag="' || tag || '"]',
992 ) as t(i int,c text);
994 FOR i IN 1 .. counter LOOP
997 FROM ( SELECT id,i,t,v
998 FROM oils_xpath_table(
1002 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
1003 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
1005 ) as t(id int,t text,v text)
1014 $$ LANGUAGE PLPGSQL;
1016 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
1017 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
1021 lida acq.flat_lineitem_detail%ROWTYPE;
1023 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
1024 IF NOT FOUND THEN RETURN; END IF;
1026 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
1027 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
1034 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
1035 JOIN acq.provider_holding_subfield_map a USING (subfield)
1036 WHERE a.provider = prov_i
1043 $$ LANGUAGE PLPGSQL;
1045 -- select * from acq.extract_provider_holding_data(699);
1047 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
1048 SELECT extract_marc_field('acq.lineitem', $1, $2, $3);
1051 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field_set ( BIGINT, TEXT, TEXT) RETURNS SETOF TEXT AS $$
1052 SELECT extract_marc_field_set('acq.lineitem', $1, $2, $3);
1057 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
1058 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
1061 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
1062 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
1066 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
1069 Suggested vendor fields:
1077 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $function$
1086 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
1088 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
1090 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
1091 IF (atype = 'lineitem_provider_attr_definition') THEN
1092 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
1093 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
1096 IF (atype = 'lineitem_provider_attr_definition') THEN
1097 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
1098 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
1099 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
1100 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
1101 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
1104 xpath_string := REGEXP_REPLACE(xpath_string,$re$//?text\(\)$$re$,'');
1106 IF (adef.code = 'title' OR adef.code = 'author') THEN
1107 -- title and author should not be split
1108 -- FIXME: once oils_xpath can grok XPATH 2.0 functions, we can use
1109 -- string-join in the xpath and remove this special case
1110 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
1111 IF (value IS NOT NULL AND value <> '') THEN
1112 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
1113 VALUES (NEW.id, adef.id, atype, adef.code, value);
1118 -- each application of the regex may produce multiple values
1120 SELECT * FROM extract_acq_marc_field_set(
1121 NEW.id, xpath_string || '[' || pos || ']', adef.remove)
1124 IF (value IS NOT NULL AND value <> '') THEN
1125 INSERT INTO acq.lineitem_attr
1126 (lineitem, definition, attr_type, attr_name, attr_value)
1127 VALUES (NEW.id, adef.id, atype, adef.code, value);
1145 $function$ LANGUAGE PLPGSQL;
1147 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
1149 IF TG_OP = 'UPDATE' THEN
1150 DELETE FROM acq.lineitem_attr
1151 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
1154 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
1158 $$ LANGUAGE PLPGSQL;
1160 CREATE TRIGGER cleanup_lineitem_trigger
1161 BEFORE UPDATE OR DELETE ON acq.lineitem
1162 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
1164 CREATE TRIGGER ingest_lineitem_trigger
1165 AFTER INSERT OR UPDATE ON acq.lineitem
1166 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
1168 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
1172 IF from_ex = to_ex THEN
1176 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
1181 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
1190 $$ LANGUAGE PLPGSQL;
1192 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
1193 SELECT $3 * acq.exchange_ratio($1, $2);
1196 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
1198 Examine the acq.fiscal_year table, comparing successive years.
1199 Report any inconsistencies, i.e. years that overlap, have gaps
1200 between them, or are out of sequence.
1202 RETURNS SETOF RECORD AS $$
1226 ELSIF curr_year.calendar = prev_year.calendar THEN
1227 IF curr_year.year_begin > prev_year.year_end THEN
1228 -- This ugly kludge works around the fact that older
1229 -- versions of PostgreSQL don't support RETURN QUERY SELECT
1230 FOR return_rec IN SELECT
1233 'Gap between fiscal years'::TEXT
1235 RETURN NEXT return_rec;
1237 ELSIF curr_year.year_begin < prev_year.year_end THEN
1238 FOR return_rec IN SELECT
1241 'Overlapping fiscal years'::TEXT
1243 RETURN NEXT return_rec;
1245 ELSIF curr_year.year < prev_year.year THEN
1246 FOR return_rec IN SELECT
1249 'Fiscal years out of order'::TEXT
1251 RETURN NEXT return_rec;
1256 prev_year := curr_year;
1261 $$ LANGUAGE plpgsql;
1263 CREATE OR REPLACE FUNCTION acq.transfer_fund(
1265 old_amount IN NUMERIC, -- in currency of old fund
1267 new_amount IN NUMERIC, -- in currency of new fund
1269 xfer_note IN TEXT -- to be recorded in acq.fund_transfer
1270 -- ,funding_source_in IN INT -- if user wants to specify a funding source (see notes)
1271 ) RETURNS VOID AS $$
1272 /* -------------------------------------------------------------------------------
1274 Function to transfer money from one fund to another.
1276 A transfer is represented as a pair of entries in acq.fund_allocation, with a
1277 negative amount for the old (losing) fund and a positive amount for the new
1278 (gaining) fund. In some cases there may be more than one such pair of entries
1279 in order to pull the money from different funding sources, or more specifically
1280 from different funding source credits. For each such pair there is also an
1281 entry in acq.fund_transfer.
1283 Since funding_source is a non-nullable column in acq.fund_allocation, we must
1284 choose a funding source for the transferred money to come from. This choice
1285 must meet two constraints, so far as possible:
1287 1. The amount transferred from a given funding source must not exceed the
1288 amount allocated to the old fund by the funding source. To that end we
1289 compare the amount being transferred to the amount allocated.
1291 2. We shouldn't transfer money that has already been spent or encumbered, as
1292 defined by the funding attribution process. We attribute expenses to the
1293 oldest funding source credits first. In order to avoid transferring that
1294 attributed money, we reverse the priority, transferring from the newest funding
1295 source credits first. There can be no guarantee that this approach will
1296 avoid overcommitting a fund, but no other approach can do any better.
1298 In this context the age of a funding source credit is defined by the
1299 deadline_date for credits with deadline_dates, and by the effective_date for
1300 credits without deadline_dates, with the proviso that credits with deadline_dates
1301 are all considered "older" than those without.
1305 In the signature for this function, there is one last parameter commented out,
1306 named "funding_source_in". Correspondingly, the WHERE clause for the query
1307 driving the main loop has an OR clause commented out, which references the
1308 funding_source_in parameter.
1310 If these lines are uncommented, this function will allow the user optionally to
1311 restrict a fund transfer to a specified funding source. If the source
1312 parameter is left NULL, then there will be no such restriction.
1314 ------------------------------------------------------------------------------- */
1316 same_currency BOOLEAN;
1317 currency_ratio NUMERIC;
1318 old_fund_currency TEXT;
1319 old_remaining NUMERIC; -- in currency of old fund
1320 new_fund_currency TEXT;
1321 new_fund_active BOOLEAN;
1322 new_remaining NUMERIC; -- in currency of new fund
1323 curr_old_amt NUMERIC; -- in currency of old fund
1324 curr_new_amt NUMERIC; -- in currency of new fund
1325 source_addition NUMERIC; -- in currency of funding source
1326 source_deduction NUMERIC; -- in currency of funding source
1327 orig_allocated_amt NUMERIC; -- in currency of funding source
1328 allocated_amt NUMERIC; -- in currency of fund
1334 IF old_fund IS NULL THEN
1335 RAISE EXCEPTION 'acq.transfer_fund: old fund id is NULL';
1338 IF old_amount IS NULL THEN
1339 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer is NULL';
1342 -- The new fund and its amount must be both NULL or both not NULL.
1344 IF new_fund IS NOT NULL AND new_amount IS NULL THEN
1345 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer to receiving fund is NULL';
1348 IF new_fund IS NULL AND new_amount IS NOT NULL THEN
1349 RAISE EXCEPTION 'acq.transfer_fund: receiving fund is NULL, its amount is not NULL';
1352 IF user_id IS NULL THEN
1353 RAISE EXCEPTION 'acq.transfer_fund: user id is NULL';
1356 -- Initialize the amounts to be transferred, each denominated
1357 -- in the currency of its respective fund. They will be
1358 -- reduced on each iteration of the loop.
1360 old_remaining := old_amount;
1361 new_remaining := new_amount;
1363 -- RAISE NOTICE 'Transferring % in fund % to % in fund %',
1364 -- old_amount, old_fund, new_amount, new_fund;
1366 -- Get the currency types of the old and new funds.
1377 IF old_fund_currency IS NULL THEN
1378 RAISE EXCEPTION 'acq.transfer_fund: old fund id % is not defined', old_fund;
1381 IF new_fund IS NOT NULL THEN
1393 IF new_fund_currency IS NULL THEN
1394 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is not defined', new_fund;
1395 ELSIF NOT new_fund_active THEN
1397 -- No point in putting money into a fund from whence you can't spend it
1399 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is inactive', new_fund;
1402 IF new_amount = old_amount THEN
1403 same_currency := true;
1404 currency_ratio := 1;
1407 -- We'll have to translate currency between funds. We presume that
1408 -- the calling code has already applied an appropriate exchange rate,
1409 -- so we'll apply the same conversion to each sub-transfer.
1411 same_currency := false;
1412 currency_ratio := new_amount / old_amount;
1416 -- Identify the funding source(s) from which we want to transfer the money.
1417 -- The principle is that we want to transfer the newest money first, because
1418 -- we spend the oldest money first. The priority for spending is defined
1419 -- by a sort of the view acq.ordered_funding_source_credit.
1424 ofsc.funding_source,
1426 ofsc.amount * acq.exchange_ratio( fs.currency_type, old_fund_currency )
1430 acq.ordered_funding_source_credit AS ofsc,
1431 acq.funding_source fs
1433 ofsc.funding_source = fs.id
1434 and ofsc.funding_source IN
1436 SELECT funding_source
1437 FROM acq.fund_allocation
1438 WHERE fund = old_fund
1442 -- ofsc.funding_source = funding_source_in
1443 -- OR funding_source_in IS NULL
1446 ofsc.sort_priority desc,
1447 ofsc.sort_date desc,
1451 -- Determine how much money the old fund got from this funding source,
1452 -- denominated in the currency types of the source and of the fund.
1453 -- This result may reflect transfers from previous iterations.
1456 COALESCE( sum( amount ), 0 ),
1457 COALESCE( sum( amount )
1458 * acq.exchange_ratio( source.currency_type, old_fund_currency ), 0 )
1460 orig_allocated_amt, -- in currency of the source
1461 allocated_amt -- in currency of the old fund
1466 and funding_source = source.funding_source;
1468 -- Determine how much to transfer from this credit, in the currency
1469 -- of the fund. Begin with the amount remaining to be attributed:
1471 curr_old_amt := old_remaining;
1473 -- Can't attribute more than was allocated from the fund:
1475 IF curr_old_amt > allocated_amt THEN
1476 curr_old_amt := allocated_amt;
1479 -- Can't attribute more than the amount of the current credit:
1481 IF curr_old_amt > source.converted_amt THEN
1482 curr_old_amt := source.converted_amt;
1485 curr_old_amt := trunc( curr_old_amt, 2 );
1487 old_remaining := old_remaining - curr_old_amt;
1489 -- Determine the amount to be deducted, if any,
1490 -- from the old allocation.
1492 IF old_remaining > 0 THEN
1494 -- In this case we're using the whole allocation, so use that
1495 -- amount directly instead of applying a currency translation
1496 -- and thereby inviting round-off errors.
1498 source_deduction := - curr_old_amt;
1500 source_deduction := trunc(
1501 ( - curr_old_amt ) *
1502 acq.exchange_ratio( old_fund_currency, source.currency_type ),
1506 IF source_deduction <> 0 THEN
1508 -- Insert negative allocation for old fund in fund_allocation,
1509 -- converted into the currency of the funding source
1511 INSERT INTO acq.fund_allocation (
1518 source.funding_source,
1522 'Transfer to fund ' || new_fund
1526 IF new_fund IS NOT NULL THEN
1528 -- Determine how much to add to the new fund, in
1529 -- its currency, and how much remains to be added:
1531 IF same_currency THEN
1532 curr_new_amt := curr_old_amt;
1534 IF old_remaining = 0 THEN
1536 -- This is the last iteration, so nothing should be left
1538 curr_new_amt := new_remaining;
1541 curr_new_amt := trunc( curr_old_amt * currency_ratio, 2 );
1542 new_remaining := new_remaining - curr_new_amt;
1546 -- Determine how much to add, if any,
1547 -- to the new fund's allocation.
1549 IF old_remaining > 0 THEN
1551 -- In this case we're using the whole allocation, so use that amount
1552 -- amount directly instead of applying a currency translation and
1553 -- thereby inviting round-off errors.
1555 source_addition := curr_new_amt;
1556 ELSIF source.currency_type = old_fund_currency THEN
1558 -- In this case we don't need a round trip currency translation,
1559 -- thereby inviting round-off errors:
1561 source_addition := curr_old_amt;
1563 source_addition := trunc(
1565 acq.exchange_ratio( new_fund_currency, source.currency_type ),
1569 IF source_addition <> 0 THEN
1571 -- Insert positive allocation for new fund in fund_allocation,
1572 -- converted to the currency of the founding source
1574 INSERT INTO acq.fund_allocation (
1581 source.funding_source,
1585 'Transfer from fund ' || old_fund
1590 IF trunc( curr_old_amt, 2 ) <> 0
1591 OR trunc( curr_new_amt, 2 ) <> 0 THEN
1593 -- Insert row in fund_transfer, using amounts in the currency of the funds
1595 INSERT INTO acq.fund_transfer (
1602 funding_source_credit
1605 trunc( curr_old_amt, 2 ),
1607 trunc( curr_new_amt, 2 ),
1614 if old_remaining <= 0 THEN
1615 EXIT; -- Nothing more to be transferred
1619 $$ LANGUAGE plpgsql;
1621 CREATE OR REPLACE FUNCTION acq.attribute_debits() RETURNS VOID AS $$
1623 Function to attribute expenditures and encumbrances to funding source credits,
1624 and thereby to funding sources.
1626 Read the debits in chonological order, attributing each one to one or
1627 more funding source credits. Constraints:
1629 1. Don't attribute more to a credit than the amount of the credit.
1631 2. For a given fund, don't attribute more to a funding source than the
1632 source has allocated to that fund.
1634 3. Attribute debits to credits with deadlines before attributing them to
1635 credits without deadlines. Otherwise attribute to the earliest credits
1636 first, based on the deadline date when present, or on the effective date
1637 when there is no deadline. Use funding_source_credit.id as a tie-breaker.
1638 This ordering is defined by an ORDER BY clause on the view
1639 acq.ordered_funding_source_credit.
1641 Start by truncating the table acq.debit_attribution. Then insert a row
1642 into that table for each attribution. If a debit cannot be fully
1643 attributed, insert a row for the unattributable balance, with the
1644 funding_source_credit and credit_amount columns NULL.
1647 curr_fund_source_bal RECORD;
1648 seqno INT; -- sequence num for credits applicable to a fund
1649 fund_credit RECORD; -- current row in temp t_fund_credit table
1650 fc RECORD; -- used for loading t_fund_credit table
1651 sc RECORD; -- used for loading t_fund_credit table
1653 -- Used exclusively in the main loop:
1655 deb RECORD; -- current row from acq.fund_debit table
1656 curr_credit_bal RECORD; -- current row from temp t_credit table
1657 debit_balance NUMERIC; -- amount left to attribute for current debit
1658 conv_debit_balance NUMERIC; -- debit balance in currency of the fund
1659 attr_amount NUMERIC; -- amount being attributed, in currency of debit
1660 conv_attr_amount NUMERIC; -- amount being attributed, in currency of source
1661 conv_cred_balance NUMERIC; -- credit_balance in the currency of the fund
1662 conv_alloc_balance NUMERIC; -- allocated balance in the currency of the fund
1663 attrib_count INT; -- populates id of acq.debit_attribution
1666 -- Load a temporary table. For each combination of fund and funding source,
1667 -- load an entry with the total amount allocated to that fund by that source.
1668 -- This sum may reflect transfers as well as original allocations. We will
1669 -- reduce this balance whenever we attribute debits to it.
1671 CREATE TEMP TABLE t_fund_source_bal
1675 funding_source AS source,
1676 sum( amount ) AS balance
1685 CREATE INDEX t_fund_source_bal_idx
1686 ON t_fund_source_bal( fund, source );
1687 -------------------------------------------------------------------------------
1689 -- Load another temporary table. For each fund, load zero or more
1690 -- funding source credits from which that fund can get money.
1692 CREATE TEMP TABLE t_fund_credit (
1699 SELECT DISTINCT fund
1700 FROM acq.fund_allocation
1702 LOOP -- Loop over the funds
1708 acq.ordered_funding_source_credit AS ofsc
1710 ofsc.funding_source IN
1712 SELECT funding_source
1713 FROM acq.fund_allocation
1714 WHERE fund = fc.fund
1720 LOOP -- Add each credit to the list
1721 INSERT INTO t_fund_credit (
1730 --RAISE NOTICE 'Fund % credit %', fc.fund, sc.id;
1732 END LOOP; -- Loop over credits for a given fund
1733 END LOOP; -- Loop over funds
1735 CREATE INDEX t_fund_credit_idx
1736 ON t_fund_credit( fund, seq );
1737 -------------------------------------------------------------------------------
1739 -- Load yet another temporary table. This one is a list of funding source
1740 -- credits, with their balances. We shall reduce those balances as we
1741 -- attribute debits to them.
1743 CREATE TEMP TABLE t_credit
1747 fsc.funding_source AS source,
1748 fsc.amount AS balance,
1749 fs.currency_type AS currency_type
1751 acq.funding_source_credit AS fsc,
1752 acq.funding_source fs
1754 fsc.funding_source = fs.id
1757 CREATE INDEX t_credit_idx
1758 ON t_credit( credit );
1760 -------------------------------------------------------------------------------
1762 -- Now that we have loaded the lookup tables: loop through the debits,
1763 -- attributing each one to one or more funding source credits.
1765 truncate table acq.debit_attribution;
1783 --RAISE NOTICE 'Debit %, fund %', deb.id, deb.fund;
1785 debit_balance := deb.amount;
1787 -- Loop over the funding source credits that are eligible
1788 -- to pay for this debit
1800 --RAISE NOTICE ' Examining credit %', fund_credit.credit;
1802 -- Look up the balance for this credit. If it's zero, then
1803 -- it's not useful, so treat it as if you didn't find it.
1804 -- (Actually there shouldn't be any zero balances in the table,
1805 -- but we check just to make sure.)
1808 INTO curr_credit_bal
1811 credit = fund_credit.credit
1814 IF curr_credit_bal IS NULL THEN
1816 -- This credit is exhausted; try the next one.
1822 -- At this point we have an applicable credit with some money left.
1823 -- Now see if the relevant funding_source has any money left.
1825 -- Look up the balance of the allocation for this combination of
1826 -- fund and source. If you find such an entry, but it has a zero
1827 -- balance, then it's not useful, so treat it as unfound.
1828 -- (Actually there shouldn't be any zero balances in the table,
1829 -- but we check just to make sure.)
1832 INTO curr_fund_source_bal
1833 FROM t_fund_source_bal
1836 AND source = curr_credit_bal.source
1839 IF curr_fund_source_bal IS NULL THEN
1841 -- This fund/source doesn't exist or is already exhausted,
1842 -- so we can't use this credit. Go on to the next one.
1847 -- Convert the available balances to the currency of the fund
1849 conv_alloc_balance := curr_fund_source_bal.balance * acq.exchange_ratio(
1850 curr_credit_bal.currency_type, deb.currency_type );
1851 conv_cred_balance := curr_credit_bal.balance * acq.exchange_ratio(
1852 curr_credit_bal.currency_type, deb.currency_type );
1854 -- Determine how much we can attribute to this credit: the minimum
1855 -- of the debit amount, the fund/source balance, and the
1858 --RAISE NOTICE ' deb bal %', debit_balance;
1859 --RAISE NOTICE ' source % balance %', curr_credit_bal.source, conv_alloc_balance;
1860 --RAISE NOTICE ' credit % balance %', curr_credit_bal.credit, conv_cred_balance;
1862 conv_attr_amount := NULL;
1863 attr_amount := debit_balance;
1865 IF attr_amount > conv_alloc_balance THEN
1866 attr_amount := conv_alloc_balance;
1867 conv_attr_amount := curr_fund_source_bal.balance;
1869 IF attr_amount > conv_cred_balance THEN
1870 attr_amount := conv_cred_balance;
1871 conv_attr_amount := curr_credit_bal.balance;
1874 -- If we're attributing all of one of the balances, then that's how
1875 -- much we will deduct from the balances, and we already captured
1876 -- that amount above. Otherwise we must convert the amount of the
1877 -- attribution from the currency of the fund back to the currency of
1878 -- the funding source.
1880 IF conv_attr_amount IS NULL THEN
1881 conv_attr_amount := attr_amount * acq.exchange_ratio(
1882 deb.currency_type, curr_credit_bal.currency_type );
1885 -- Insert a row to record the attribution
1887 attrib_count := attrib_count + 1;
1888 INSERT INTO acq.debit_attribution (
1892 funding_source_credit,
1898 curr_credit_bal.credit,
1902 -- Subtract the attributed amount from the various balances
1904 debit_balance := debit_balance - attr_amount;
1905 curr_fund_source_bal.balance := curr_fund_source_bal.balance - conv_attr_amount;
1907 IF curr_fund_source_bal.balance <= 0 THEN
1909 -- This allocation is exhausted. Delete it so
1910 -- that we don't waste time looking at it again.
1912 DELETE FROM t_fund_source_bal
1914 fund = curr_fund_source_bal.fund
1915 AND source = curr_fund_source_bal.source;
1917 UPDATE t_fund_source_bal
1918 SET balance = balance - conv_attr_amount
1920 fund = curr_fund_source_bal.fund
1921 AND source = curr_fund_source_bal.source;
1924 IF curr_credit_bal.balance <= 0 THEN
1926 -- This funding source credit is exhausted. Delete it
1927 -- so that we don't waste time looking at it again.
1929 --DELETE FROM t_credit
1931 -- credit = curr_credit_bal.credit;
1933 DELETE FROM t_fund_credit
1935 credit = curr_credit_bal.credit;
1938 SET balance = curr_credit_bal.balance
1940 credit = curr_credit_bal.credit;
1943 -- Are we done with this debit yet?
1945 IF debit_balance <= 0 THEN
1946 EXIT; -- We've fully attributed this debit; stop looking at credits.
1948 END LOOP; -- End loop over credits
1950 IF debit_balance <> 0 THEN
1952 -- We weren't able to attribute this debit, or at least not
1953 -- all of it. Insert a row for the unattributed balance.
1955 attrib_count := attrib_count + 1;
1956 INSERT INTO acq.debit_attribution (
1960 funding_source_credit,
1970 END LOOP; -- End of loop over debits
1972 $$ LANGUAGE 'plpgsql';
1974 CREATE OR REPLACE FUNCTION acq.copy_fund_tags(
1975 old_fund_id INTEGER,
1977 ) RETURNS VOID AS $$
1979 fund_tag_rec RECORD;
1982 FOR fund_tag_rec IN SELECT * FROM acq.fund_tag_map WHERE fund=old_fund_id LOOP
1984 INSERT INTO acq.fund_tag_map(fund, tag) VALUES(new_fund_id, fund_tag_rec.tag);
1986 WHEN unique_violation THEN
1987 -- RAISE NOTICE 'Fund tag already propagated', old_fund.id;
1993 $$ LANGUAGE plpgsql;
1995 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
1998 org_unit_id INTEGER,
1999 include_desc BOOL DEFAULT TRUE
2000 ) RETURNS VOID AS $$
2011 IF old_year IS NULL THEN
2012 RAISE EXCEPTION 'Input year argument is NULL';
2013 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2014 RAISE EXCEPTION 'Input year is out of range';
2017 IF user_id IS NULL THEN
2018 RAISE EXCEPTION 'Input user id argument is NULL';
2021 IF org_unit_id IS NULL THEN
2022 RAISE EXCEPTION 'Org unit id argument is NULL';
2024 SELECT TRUE INTO org_found
2026 WHERE id = org_unit_id;
2028 IF org_found IS NULL THEN
2029 RAISE EXCEPTION 'Org unit id is invalid';
2033 -- Loop over the applicable funds
2035 FOR old_fund in SELECT * FROM acq.fund
2039 AND ( ( include_desc AND org IN ( SELECT id FROM actor.org_unit_descendants( org_unit_id ) ) )
2040 OR (NOT include_desc AND org = org_unit_id ) )
2044 INSERT INTO acq.fund (
2052 balance_warning_percent,
2053 balance_stop_percent
2058 old_fund.currency_type,
2062 old_fund.balance_warning_percent,
2063 old_fund.balance_stop_percent
2065 RETURNING id INTO new_id;
2067 WHEN unique_violation THEN
2068 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
2072 PERFORM acq.copy_fund_tags(old_fund.id,new_id);
2074 --RAISE NOTICE 'Propagating fund % to fund %',
2075 -- old_fund.code, new_id;
2078 $$ LANGUAGE plpgsql;
2080 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit( old_year INTEGER, user_id INTEGER, org_unit_id INTEGER ) RETURNS VOID AS $$
2081 SELECT acq.propagate_funds_by_org_tree( $1, $2, $3, FALSE );
2084 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
2087 org_unit_id INTEGER,
2088 encumb_only BOOL DEFAULT FALSE,
2089 include_desc BOOL DEFAULT TRUE
2090 ) RETURNS VOID AS $$
2094 new_year INT := old_year + 1;
2097 xfer_amount NUMERIC := 0;
2101 roll_distrib_forms BOOL;
2107 IF old_year IS NULL THEN
2108 RAISE EXCEPTION 'Input year argument is NULL';
2109 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2110 RAISE EXCEPTION 'Input year is out of range';
2113 IF user_id IS NULL THEN
2114 RAISE EXCEPTION 'Input user id argument is NULL';
2117 IF org_unit_id IS NULL THEN
2118 RAISE EXCEPTION 'Org unit id argument is NULL';
2121 -- Validate the org unit
2126 WHERE id = org_unit_id;
2128 IF org_found IS NULL THEN
2129 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2130 ELSIF encumb_only THEN
2131 SELECT INTO perm_ous value::BOOL FROM
2132 actor.org_unit_ancestor_setting(
2133 'acq.fund.allow_rollover_without_money', org_unit_id
2135 IF NOT FOUND OR NOT perm_ous THEN
2136 RAISE EXCEPTION 'Encumbrance-only rollover not permitted at org %', org_unit_id;
2141 -- Loop over the propagable funds to identify the details
2142 -- from the old fund plus the id of the new one, if it exists.
2146 oldf.id AS old_fund,
2152 newf.id AS new_fund_id
2155 LEFT JOIN acq.fund AS newf
2156 ON ( oldf.code = newf.code )
2158 oldf.year = old_year
2160 AND newf.year = new_year
2161 AND ( ( include_desc AND oldf.org IN ( SELECT id FROM actor.org_unit_descendants( org_unit_id ) ) )
2162 OR (NOT include_desc AND oldf.org = org_unit_id ) )
2164 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2166 IF roll_fund.new_fund_id IS NULL THEN
2168 -- The old fund hasn't been propagated yet. Propagate it now.
2170 INSERT INTO acq.fund (
2178 balance_warning_percent,
2179 balance_stop_percent
2184 roll_fund.currency_type,
2188 roll_fund.balance_warning_percent,
2189 roll_fund.balance_stop_percent
2191 RETURNING id INTO new_fund;
2193 PERFORM acq.copy_fund_tags(roll_fund.id,new_fund);
2196 new_fund = roll_fund.new_fund_id;
2199 -- Determine the amount to transfer
2203 FROM acq.fund_spent_balance
2204 WHERE fund = roll_fund.old_fund;
2206 IF xfer_amount <> 0 THEN
2207 IF NOT encumb_only AND roll_fund.rollover THEN
2209 -- Transfer balance from old fund to new
2211 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2213 PERFORM acq.transfer_fund(
2223 -- Transfer balance from old fund to the void
2225 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2227 PERFORM acq.transfer_fund(
2233 'Rollover into the void'
2238 IF roll_fund.rollover THEN
2240 -- Move any lineitems from the old fund to the new one
2241 -- where the associated debit is an encumbrance.
2243 -- Any other tables tying expenditure details to funds should
2244 -- receive similar treatment. At this writing there are none.
2246 UPDATE acq.lineitem_detail
2249 fund = roll_fund.old_fund -- this condition may be redundant
2255 fund = roll_fund.old_fund
2259 -- Move encumbrance debits from the old fund to the new fund
2261 UPDATE acq.fund_debit
2264 fund = roll_fund.old_fund
2268 -- Rollover distribution formulae funds
2269 SELECT INTO roll_distrib_forms value::BOOL FROM
2270 actor.org_unit_ancestor_setting(
2271 'acq.fund.rollover_distrib_forms', org_unit_id
2274 IF roll_distrib_forms THEN
2275 UPDATE acq.distribution_formula_entry
2276 SET fund = roll_fund.new_fund_id
2277 WHERE fund = roll_fund.old_fund;
2281 -- Mark old fund as inactive, now that we've closed it
2285 WHERE id = roll_fund.old_fund;
2288 $$ LANGUAGE plpgsql;
2293 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit( old_year INTEGER, user_id INTEGER, org_unit_id INTEGER, encumb_only BOOL DEFAULT FALSE ) RETURNS VOID AS $$
2294 SELECT acq.rollover_funds_by_org_tree( $1, $2, $3, $4, FALSE );
2297 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
2298 SELECT funding_source,
2299 SUM(amount) AS amount
2300 FROM acq.funding_source_credit
2303 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
2304 SELECT funding_source,
2305 SUM(a.amount)::NUMERIC(100,2) AS amount
2306 FROM acq.fund_allocation a
2309 CREATE OR REPLACE VIEW acq.funding_source_balance AS
2310 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
2311 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
2312 FROM acq.funding_source_credit_total c
2313 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
2316 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
2318 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
2319 FROM acq.fund_allocation a
2320 JOIN acq.fund f ON (a.fund = f.id)
2321 JOIN acq.funding_source s ON (a.funding_source = s.id)
2324 CREATE OR REPLACE VIEW acq.fund_debit_total AS
2325 SELECT fund.id AS fund,
2326 sum(COALESCE(fund_debit.amount, 0::numeric)) AS amount
2328 LEFT JOIN acq.fund_debit fund_debit ON fund.id = fund_debit.fund
2331 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
2334 sum(COALESCE(fund_debit.amount, 0::numeric)) AS amount
2336 LEFT JOIN acq.fund_debit fund_debit ON fund.id = fund_debit.fund
2337 WHERE fund_debit.encumbrance GROUP BY fund.id;
2339 CREATE OR REPLACE VIEW acq.fund_spent_total AS
2340 SELECT fund.id AS fund,
2341 sum(COALESCE(fund_debit.amount, 0::numeric)) AS amount
2343 LEFT JOIN acq.fund_debit fund_debit ON fund.id = fund_debit.fund
2344 WHERE NOT fund_debit.encumbrance
2347 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
2349 c.amount - COALESCE(d.amount, 0.0) AS amount
2350 FROM acq.fund_allocation_total c
2351 LEFT JOIN acq.fund_debit_total d USING (fund);
2353 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
2355 c.amount - COALESCE(d.amount,0.0) AS amount
2356 FROM acq.fund_allocation_total c
2357 LEFT JOIN acq.fund_spent_total d USING (fund);
2359 -- For each fund: the total allocation from all sources, in the
2360 -- currency of the fund (or 0 if there are no allocations)
2362 CREATE VIEW acq.all_fund_allocation_total AS
2365 COALESCE( SUM( a.amount * acq.exchange_ratio(
2366 s.currency_type, f.currency_type))::numeric(100,2), 0 )
2370 LEFT JOIN acq.fund_allocation a
2372 LEFT JOIN acq.funding_source s
2373 ON a.funding_source = s.id
2377 -- For every fund: the total encumbrances (or 0 if none),
2378 -- in the currency of the fund.
2380 CREATE VIEW acq.all_fund_encumbrance_total AS
2383 COALESCE( encumb.amount, 0 ) AS amount
2389 sum( amount ) AS amount
2396 ON f.id = encumb.fund;
2398 -- For every fund: the total spent (or 0 if none),
2399 -- in the currency of the fund.
2401 CREATE VIEW acq.all_fund_spent_total AS
2404 COALESCE( spent.amount, 0 ) AS amount
2410 sum( amount ) AS amount
2417 ON f.id = spent.fund;
2419 -- For each fund: the amount not yet spent, in the currency
2420 -- of the fund. May include encumbrances.
2422 CREATE VIEW acq.all_fund_spent_balance AS
2425 c.amount - d.amount AS amount
2426 FROM acq.all_fund_allocation_total c
2427 LEFT JOIN acq.all_fund_spent_total d USING (fund);
2429 -- For each fund: the amount neither spent nor encumbered,
2430 -- in the currency of the fund
2432 CREATE VIEW acq.all_fund_combined_balance AS
2435 a.amount - COALESCE( c.amount, 0 ) AS amount
2437 acq.all_fund_allocation_total a
2441 SUM( amount ) AS amount
2446 ) AS c USING ( fund );
2448 CREATE TABLE acq.claim_type (
2449 id SERIAL PRIMARY KEY,
2450 org_unit INT NOT NULL REFERENCES actor.org_unit(id)
2451 DEFERRABLE INITIALLY DEFERRED,
2453 description TEXT NOT NULL,
2454 CONSTRAINT claim_type_once_per_org UNIQUE ( org_unit, code )
2457 CREATE TABLE acq.claim (
2458 id SERIAL PRIMARY KEY,
2459 type INT NOT NULL REFERENCES acq.claim_type
2460 DEFERRABLE INITIALLY DEFERRED,
2461 lineitem_detail BIGINT NOT NULL REFERENCES acq.lineitem_detail
2462 DEFERRABLE INITIALLY DEFERRED
2465 CREATE INDEX claim_lid_idx ON acq.claim( lineitem_detail );
2467 CREATE TABLE acq.claim_event (
2468 id BIGSERIAL PRIMARY KEY,
2469 type INT NOT NULL REFERENCES acq.claim_event_type
2470 DEFERRABLE INITIALLY DEFERRED,
2471 claim SERIAL NOT NULL REFERENCES acq.claim
2472 DEFERRABLE INITIALLY DEFERRED,
2473 event_date TIMESTAMPTZ NOT NULL DEFAULT now(),
2474 creator INT NOT NULL REFERENCES actor.usr
2475 DEFERRABLE INITIALLY DEFERRED,
2479 CREATE INDEX claim_event_claim_date_idx ON acq.claim_event( claim, event_date );
2481 -- And the serials version of claiming
2482 CREATE TABLE acq.serial_claim (
2483 id SERIAL PRIMARY KEY,
2484 type INT NOT NULL REFERENCES acq.claim_type
2485 DEFERRABLE INITIALLY DEFERRED,
2486 item BIGINT NOT NULL REFERENCES serial.item
2487 DEFERRABLE INITIALLY DEFERRED
2490 CREATE INDEX serial_claim_lid_idx ON acq.serial_claim( item );
2492 CREATE TABLE acq.serial_claim_event (
2493 id BIGSERIAL PRIMARY KEY,
2494 type INT NOT NULL REFERENCES acq.claim_event_type
2495 DEFERRABLE INITIALLY DEFERRED,
2496 claim SERIAL NOT NULL REFERENCES acq.serial_claim
2497 DEFERRABLE INITIALLY DEFERRED,
2498 event_date TIMESTAMPTZ NOT NULL DEFAULT now(),
2499 creator INT NOT NULL REFERENCES actor.usr
2500 DEFERRABLE INITIALLY DEFERRED,
2504 CREATE INDEX serial_claim_event_claim_date_idx ON acq.serial_claim_event( claim, event_date );
2506 CREATE OR REPLACE VIEW acq.lineitem_summary AS
2510 SELECT COUNT(lid.id)
2511 FROM acq.lineitem_detail lid
2512 WHERE lineitem = li.id
2515 SELECT COUNT(lid.id)
2516 FROM acq.lineitem_detail lid
2517 WHERE recv_time IS NOT NULL AND lineitem = li.id
2520 SELECT COUNT(lid.id)
2521 FROM acq.lineitem_detail lid
2522 JOIN acq.cancel_reason acqcr ON (acqcr.id = lid.cancel_reason)
2523 WHERE acqcr.keep_debits IS FALSE AND lineitem = li.id
2526 SELECT COUNT(lid.id)
2527 FROM acq.lineitem_detail lid
2528 JOIN acq.cancel_reason acqcr ON (acqcr.id = lid.cancel_reason)
2529 WHERE acqcr.keep_debits IS TRUE AND lineitem = li.id
2532 SELECT COUNT(lid.id)
2533 FROM acq.lineitem_detail lid
2534 JOIN acq.fund_debit debit ON (lid.fund_debit = debit.id)
2535 WHERE NOT debit.encumbrance AND lineitem = li.id
2538 SELECT COUNT(DISTINCT(lid.id))
2539 FROM acq.lineitem_detail lid
2540 JOIN acq.claim claim ON (claim.lineitem_detail = lid.id)
2541 WHERE lineitem = li.id
2544 SELECT (COUNT(lid.id) * li.estimated_unit_price)::NUMERIC(8,2)
2545 FROM acq.lineitem_detail lid
2546 WHERE lid.cancel_reason IS NULL AND lineitem = li.id
2547 ) AS estimated_amount,
2549 SELECT SUM(debit.amount)::NUMERIC(8,2)
2550 FROM acq.lineitem_detail lid
2551 JOIN acq.fund_debit debit ON (lid.fund_debit = debit.id)
2552 WHERE debit.encumbrance AND lineitem = li.id
2553 ) AS encumbrance_amount,
2555 SELECT SUM(debit.amount)::NUMERIC(8,2)
2556 FROM acq.lineitem_detail lid
2557 JOIN acq.fund_debit debit ON (lid.fund_debit = debit.id)
2558 WHERE NOT debit.encumbrance AND lineitem = li.id
2561 FROM acq.lineitem AS li;