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,
354 prepayment_required BOOLEAN NOT NULL DEFAULT FALSE
356 CREATE INDEX po_owner_idx ON acq.purchase_order (owner);
357 CREATE INDEX po_provider_idx ON acq.purchase_order (provider);
358 CREATE INDEX po_state_idx ON acq.purchase_order (state);
359 CREATE INDEX po_creator_idx ON acq.purchase_order ( creator );
360 CREATE INDEX po_editor_idx ON acq.purchase_order ( editor );
361 CREATE INDEX acq_po_org_name_order_date_idx ON acq.purchase_order( ordering_agency, name, order_date );
363 -- The name should default to the id, as text. We can't reference a column
364 -- in a DEFAULT clause, so we use a trigger:
366 CREATE OR REPLACE FUNCTION acq.purchase_order_name_default () RETURNS TRIGGER
369 IF NEW.name IS NULL THEN
370 NEW.name := NEW.id::TEXT;
377 CREATE TRIGGER po_name_default_trg
378 BEFORE INSERT OR UPDATE ON acq.purchase_order
379 FOR EACH ROW EXECUTE PROCEDURE acq.purchase_order_name_default ();
381 -- The order name should be unique for a given ordering agency on a given order date
382 -- (truncated to midnight), but only where the order_date is not NULL. Conceptually
383 -- this rule requires a check constraint with a subquery. However you can't have a
384 -- subquery in a CHECK constraint, so we fake it with a trigger.
386 CREATE OR REPLACE FUNCTION acq.po_org_name_date_unique () RETURNS TRIGGER
392 -- If order_date is not null, then make sure we don't have a collision
393 -- on order_date (truncated to day), org, and name
395 IF NEW.order_date IS NULL THEN
399 -- In the WHERE clause, we compare the order_dates without regard to time of day.
400 -- We use a pair of inequalities instead of comparing truncated dates so that the
401 -- query can do an indexed range scan.
403 SELECT 1 INTO collision
404 FROM acq.purchase_order
406 ordering_agency = NEW.ordering_agency
408 AND order_date >= date_trunc( 'day', NEW.order_date )
409 AND order_date < date_trunc( 'day', NEW.order_date ) + '1 day'::INTERVAL
412 IF collision IS NULL THEN
413 -- okay, no collision
416 -- collision; nip it in the bud
417 RAISE EXCEPTION 'Colliding purchase orders: ordering_agency %, date %, name ''%''',
418 NEW.ordering_agency, NEW.order_date, NEW.name;
423 CREATE TRIGGER po_org_name_date_unique_trg
424 BEFORE INSERT OR UPDATE ON acq.purchase_order
425 FOR EACH ROW EXECUTE PROCEDURE acq.po_org_name_date_unique ();
427 CREATE TABLE acq.po_note (
428 id SERIAL PRIMARY KEY,
429 purchase_order INT NOT NULL REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
430 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
431 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
432 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
433 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
435 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
437 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
438 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
439 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
441 CREATE TABLE acq.lineitem (
442 id BIGSERIAL PRIMARY KEY,
443 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
444 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
445 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
446 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
447 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
448 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
449 expected_recv_time TIMESTAMP WITH TIME ZONE,
450 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
451 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
453 eg_bib_id INT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
455 state TEXT NOT NULL DEFAULT 'new',
456 claim_interval INTERVAL,
457 cancel_reason INT REFERENCES acq.cancel_reason( id )
458 DEFERRABLE INITIALLY DEFERRED,
459 estimated_unit_price NUMERIC,
460 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
462 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
463 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
464 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
465 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
466 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
468 CREATE TABLE acq.lineitem_alert_text (
469 id SERIAL PRIMARY KEY,
472 owning_lib INT NOT NULL
473 REFERENCES actor.org_unit(id)
474 DEFERRABLE INITIALLY DEFERRED,
475 CONSTRAINT alert_one_code_per_org UNIQUE (code, owning_lib)
478 CREATE TABLE acq.lineitem_note (
479 id SERIAL PRIMARY KEY,
480 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
481 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
482 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
483 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
484 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
486 alert_text INT REFERENCES acq.lineitem_alert_text(id)
487 DEFERRABLE INITIALLY DEFERRED,
488 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
490 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
491 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
492 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
494 CREATE TABLE acq.lineitem_detail (
495 id BIGSERIAL PRIMARY KEY,
496 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
497 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
498 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
499 eg_copy_id BIGINT REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
503 collection_code TEXT,
504 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
505 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
506 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
507 recv_time TIMESTAMP WITH TIME ZONE,
508 cancel_reason INT REFERENCES acq.cancel_reason( id ) DEFERRABLE INITIALLY DEFERRED
511 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
513 CREATE TABLE acq.lineitem_attr_definition (
514 id BIGSERIAL PRIMARY KEY,
516 description TEXT NOT NULL,
517 remove TEXT NOT NULL DEFAULT '',
518 ident BOOL NOT NULL DEFAULT FALSE
521 CREATE TABLE acq.lineitem_marc_attr_definition (
522 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
524 ) INHERITS (acq.lineitem_attr_definition);
526 CREATE TABLE acq.lineitem_provider_attr_definition (
527 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
529 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
530 ) INHERITS (acq.lineitem_attr_definition);
532 CREATE TABLE acq.lineitem_generated_attr_definition (
533 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
535 ) INHERITS (acq.lineitem_attr_definition);
537 CREATE TABLE acq.lineitem_usr_attr_definition (
538 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
539 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
540 ) INHERITS (acq.lineitem_attr_definition);
541 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
543 CREATE TABLE acq.lineitem_local_attr_definition (
544 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
545 ) INHERITS (acq.lineitem_attr_definition);
547 CREATE TABLE acq.lineitem_attr (
548 id BIGSERIAL PRIMARY KEY,
549 definition BIGINT NOT NULL,
550 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED,
551 attr_type TEXT NOT NULL,
552 attr_name TEXT NOT NULL,
553 attr_value TEXT NOT NULL
556 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
557 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
558 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
564 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
565 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)]');
566 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
567 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
568 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
569 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
570 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
571 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
572 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
573 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
574 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
576 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
579 CREATE TABLE acq.distribution_formula (
580 id SERIAL PRIMARY KEY,
582 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
584 skip_count INT NOT NULL DEFAULT 0,
585 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
588 CREATE TABLE acq.distribution_formula_entry (
589 id SERIAL PRIMARY KEY,
590 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
592 DEFERRABLE INITIALLY DEFERRED,
593 position INTEGER NOT NULL,
594 item_count INTEGER NOT NULL,
595 owning_lib INTEGER REFERENCES actor.org_unit(id)
596 DEFERRABLE INITIALLY DEFERRED,
597 location INTEGER REFERENCES asset.copy_location(id),
598 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
599 CONSTRAINT acqdfe_must_be_somewhere
600 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
603 CREATE TABLE acq.distribution_formula_application (
604 id BIGSERIAL PRIMARY KEY,
605 creator INT NOT NULL REFERENCES actor.usr(id) DEFERRABLE INITIALLY DEFERRED,
606 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
608 REFERENCES acq.distribution_formula(id) DEFERRABLE INITIALLY DEFERRED,
609 lineitem INT NOT NULL
610 REFERENCES acq.lineitem(id) ON CASCADE DELETE DEFERRABLE INITIALLY DEFERRED
613 CREATE INDEX acqdfa_df_idx
614 ON acq.distribution_formula_application(formula);
615 CREATE INDEX acqdfa_li_idx
616 ON acq.distribution_formula_application(lineitem);
617 CREATE INDEX acqdfa_creator_idx
618 ON acq.distribution_formula_application(creator);
620 CREATE TABLE acq.fund_tag (
621 id SERIAL PRIMARY KEY,
623 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
625 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
628 CREATE TABLE acq.fund_tag_map (
629 id SERIAL PRIMARY KEY,
630 fund INTEGER NOT NULL REFERENCES acq.fund(id)
631 DEFERRABLE INITIALLY DEFERRED,
632 tag INTEGER REFERENCES acq.fund_tag(id)
634 DEFERRABLE INITIALLY DEFERRED,
635 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
638 CREATE TABLE acq.fund_transfer (
639 id SERIAL PRIMARY KEY,
640 src_fund INT NOT NULL REFERENCES acq.fund( id )
641 DEFERRABLE INITIALLY DEFERRED,
642 src_amount NUMERIC NOT NULL,
643 dest_fund INT NOT NULL REFERENCES acq.fund( id )
644 DEFERRABLE INITIALLY DEFERRED,
645 dest_amount NUMERIC NOT NULL,
646 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
647 transfer_user INT NOT NULL REFERENCES actor.usr( id )
648 DEFERRABLE INITIALLY DEFERRED,
650 funding_source_credit INT NOT NULL REFERENCES acq.funding_source_credit( id )
651 DEFERRABLE INITIALLY DEFERRED
654 CREATE INDEX acqftr_usr_idx
655 ON acq.fund_transfer( transfer_user );
657 COMMENT ON TABLE acq.fund_transfer IS $$
659 * Copyright (C) 2009 Georgia Public Library Service
660 * Scott McKellar <scott@esilibrary.com>
664 * Each row represents the transfer of money from a source fund
665 * to a destination fund. There should be corresponding entries
666 * in acq.fund_allocation. The purpose of acq.fund_transfer is
667 * to record how much money moved from which fund to which other
670 * The presence of two amount fields, rather than one, reflects
671 * the possibility that the two funds are denominated in different
672 * currencies. If they use the same currency type, the two
673 * amounts should be the same.
677 * This program is free software; you can redistribute it and/or
678 * modify it under the terms of the GNU General Public License
679 * as published by the Free Software Foundation; either version 2
680 * of the License, or (at your option) any later version.
682 * This program is distributed in the hope that it will be useful,
683 * but WITHOUT ANY WARRANTY; without even the implied warranty of
684 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
685 * GNU General Public License for more details.
689 CREATE TABLE acq.fiscal_calendar (
690 id SERIAL PRIMARY KEY,
694 -- Create a default calendar (though we don't specify its contents).
695 -- Create a foreign key in actor.org_unit, initially pointing to
696 -- the default calendar.
698 INSERT INTO acq.fiscal_calendar (
705 ALTER TABLE actor.org_unit ADD FOREIGN KEY
706 (fiscal_calendar) REFERENCES acq.fiscal_calendar( id )
707 DEFERRABLE INITIALLY DEFERRED;
709 CREATE TABLE acq.fiscal_year (
710 id SERIAL PRIMARY KEY,
711 calendar INT NOT NULL
712 REFERENCES acq.fiscal_calendar
714 DEFERRABLE INITIALLY DEFERRED,
716 year_begin TIMESTAMPTZ NOT NULL,
717 year_end TIMESTAMPTZ NOT NULL,
718 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
719 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
722 CREATE TABLE acq.edi_account ( -- similar tables can extend remote_account for other parts of EG
723 provider INT NOT NULL REFERENCES acq.provider (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
724 in_dir TEXT -- incoming messages dir (probably different than config.remote_account.path, the outgoing dir)
725 ) INHERITS (config.remote_account);
727 -- We need a UNIQUE constraint here also, to support the FK from acq.provider.edi_default
728 ALTER TABLE acq.edi_account ADD CONSTRAINT acq_edi_account_id_unique UNIQUE (id);
730 -- Note below that the primary key is NOT a SERIAL type. We will periodically truncate and rebuild
731 -- the table, assigning ids programmatically instead of using a sequence.
732 CREATE TABLE acq.debit_attribution (
733 id INT NOT NULL PRIMARY KEY,
734 fund_debit INT NOT NULL
735 REFERENCES acq.fund_debit
736 DEFERRABLE INITIALLY DEFERRED,
737 debit_amount NUMERIC NOT NULL,
738 funding_source_credit INT REFERENCES acq.funding_source_credit
739 DEFERRABLE INITIALLY DEFERRED,
740 credit_amount NUMERIC
743 CREATE INDEX acq_attribution_debit_idx
744 ON acq.debit_attribution( fund_debit );
746 CREATE INDEX acq_attribution_credit_idx
747 ON acq.debit_attribution( funding_source_credit );
751 CREATE TABLE acq.invoice_method (
752 code TEXT PRIMARY KEY,
753 name TEXT NOT NULL -- i18n-ize
756 CREATE TABLE acq.invoice (
757 id SERIAL PRIMARY KEY,
758 receiver INT NOT NULL REFERENCES actor.org_unit (id),
759 provider INT NOT NULL REFERENCES acq.provider (id),
760 shipper INT NOT NULL REFERENCES acq.provider (id),
761 recv_date TIMESTAMPTZ NOT NULL DEFAULT NOW(),
762 recv_method TEXT NOT NULL REFERENCES acq.invoice_method (code) DEFAULT 'EDI',
763 inv_type TEXT, -- A "type" field is desired, but no idea what goes here
764 inv_ident TEXT NOT NULL -- vendor-supplied invoice id/number
767 CREATE TABLE acq.invoice_entry (
768 id SERIAL PRIMARY KEY,
769 invoice INT NOT NULL REFERENCES acq.invoice (id) ON DELETE CASCADE,
770 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
771 lineitem INT REFERENCES acq.lineitem (id) ON UPDATE CASCADE ON DELETE SET NULL,
772 inv_item_count INT NOT NULL, -- How many acqlids did they say they sent
773 phys_item_count INT, -- and how many did staff count
775 billed_per_item BOOL,
776 cost_billed NUMERIC(8,2),
777 actual_cost NUMERIC(8,2)
780 CREATE TABLE acq.invoice_item_type (
781 code TEXT PRIMARY KEY,
782 name TEXT NOT NULL -- i18n-ize
785 CREATE TABLE acq.invoice_item ( -- for invoice-only debits: taxes/fees/non-bib items/etc
786 id SERIAL PRIMARY KEY,
787 invoice INT NOT NULL REFERENCES acq.invoice (id) ON UPDATE CASCADE ON DELETE CASCADE,
788 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
789 fund_debit INT REFERENCES acq.fund_debit (id),
790 inv_item_type TEXT NOT NULL REFERENCES acq.invoice_item_type (code),
794 cost_billed NUMERIC(8,2),
795 actual_cost NUMERIC(8,2)
799 CREATE TABLE acq.user_request_type (
800 id SERIAL PRIMARY KEY,
801 label TEXT NOT NULL UNIQUE -- i18n-ize
804 INSERT INTO acq.user_request_type (id,label) VALUES (1, oils_i18n_gettext('1', 'Books', 'aurt', 'label'));
805 INSERT INTO acq.user_request_type (id,label) VALUES (2, oils_i18n_gettext('2', 'Journal/Magazine & Newspaper Articles', 'aurt', 'label'));
806 INSERT INTO acq.user_request_type (id,label) VALUES (3, oils_i18n_gettext('3', 'Audiobooks', 'aurt', 'label'));
807 INSERT INTO acq.user_request_type (id,label) VALUES (4, oils_i18n_gettext('4', 'Music', 'aurt', 'label'));
808 INSERT INTO acq.user_request_type (id,label) VALUES (5, oils_i18n_gettext('5', 'DVDs', 'aurt', 'label'));
810 SELECT SETVAL('acq.user_request_type_id_seq'::TEXT, 6);
812 CREATE TABLE acq.user_request (
813 id SERIAL PRIMARY KEY,
814 usr INT NOT NULL REFERENCES actor.usr (id), -- requesting user
815 hold BOOL NOT NULL DEFAULT TRUE,
817 pickup_lib INT NOT NULL REFERENCES actor.org_unit (id), -- pickup lib
818 holdable_formats TEXT, -- nullable, for use in hold creation
820 email_notify BOOL NOT NULL DEFAULT TRUE,
821 lineitem INT REFERENCES acq.lineitem (id) ON DELETE CASCADE,
822 eg_bib BIGINT REFERENCES biblio.record_entry (id) ON DELETE CASCADE,
823 request_date TIMESTAMPTZ NOT NULL DEFAULT NOW(), -- when they requested it
824 need_before TIMESTAMPTZ, -- don't create holds after this
827 request_type INT NOT NULL REFERENCES acq.user_request_type (id),
839 cancel_reason INT REFERENCES acq.cancel_reason( id )
840 DEFERRABLE INITIALLY DEFERRED
846 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
847 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
850 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
853 SELECT COUNT(*) INTO counter
854 FROM oils_xpath_table(
858 '//*[@tag="' || tag || '"]',
860 ) as t(i int,c text);
862 FOR i IN 1 .. counter LOOP
865 FROM ( SELECT id,i,t,v
866 FROM oils_xpath_table(
870 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
871 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
873 ) as t(id int,t text,v text)
884 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
885 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
889 lida acq.flat_lineitem_detail%ROWTYPE;
891 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
892 IF NOT FOUND THEN RETURN; END IF;
894 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
895 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
902 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
903 JOIN acq.provider_holding_subfield_map a USING (subfield)
904 WHERE a.provider = prov_i
913 -- select * from acq.extract_provider_holding_data(699);
915 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
916 SELECT public.extract_marc_field('acq.lineitem', $1, $2, $3);
920 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
921 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
924 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
925 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
929 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
932 Suggested vendor fields:
940 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $$
948 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
950 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
952 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
953 IF (atype = 'lineitem_provider_attr_definition') THEN
954 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
955 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
958 IF (atype = 'lineitem_provider_attr_definition') THEN
959 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
960 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
961 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
962 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
963 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
966 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
968 IF (value IS NOT NULL AND value <> '') THEN
969 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
970 VALUES (NEW.id, adef.id, atype, adef.code, value);
981 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
983 IF TG_OP = 'UPDATE' THEN
984 DELETE FROM acq.lineitem_attr
985 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
988 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
994 CREATE TRIGGER cleanup_lineitem_trigger
995 BEFORE UPDATE OR DELETE ON acq.lineitem
996 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
998 CREATE TRIGGER ingest_lineitem_trigger
999 AFTER INSERT OR UPDATE ON acq.lineitem
1000 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
1002 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
1006 IF from_ex = to_ex THEN
1010 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
1015 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
1024 $$ LANGUAGE PLPGSQL;
1026 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
1027 SELECT $3 * acq.exchange_ratio($1, $2);
1030 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
1032 Examine the acq.fiscal_year table, comparing successive years.
1033 Report any inconsistencies, i.e. years that overlap, have gaps
1034 between them, or are out of sequence.
1036 RETURNS SETOF RECORD AS $$
1060 ELSIF curr_year.calendar = prev_year.calendar THEN
1061 IF curr_year.year_begin > prev_year.year_end THEN
1062 -- This ugly kludge works around the fact that older
1063 -- versions of PostgreSQL don't support RETURN QUERY SELECT
1064 FOR return_rec IN SELECT
1067 'Gap between fiscal years'::TEXT
1069 RETURN NEXT return_rec;
1071 ELSIF curr_year.year_begin < prev_year.year_end THEN
1072 FOR return_rec IN SELECT
1075 'Overlapping fiscal years'::TEXT
1077 RETURN NEXT return_rec;
1079 ELSIF curr_year.year < prev_year.year THEN
1080 FOR return_rec IN SELECT
1083 'Fiscal years out of order'::TEXT
1085 RETURN NEXT return_rec;
1090 prev_year := curr_year;
1095 $$ LANGUAGE plpgsql;
1097 CREATE OR REPLACE FUNCTION acq.transfer_fund(
1099 old_amount IN NUMERIC, -- in currency of old fund
1101 new_amount IN NUMERIC, -- in currency of new fund
1103 xfer_note IN TEXT -- to be recorded in acq.fund_transfer
1104 -- ,funding_source_in IN INT -- if user wants to specify a funding source (see notes)
1105 ) RETURNS VOID AS $$
1106 /* -------------------------------------------------------------------------------
1108 Function to transfer money from one fund to another.
1110 A transfer is represented as a pair of entries in acq.fund_allocation, with a
1111 negative amount for the old (losing) fund and a positive amount for the new
1112 (gaining) fund. In some cases there may be more than one such pair of entries
1113 in order to pull the money from different funding sources, or more specifically
1114 from different funding source credits. For each such pair there is also an
1115 entry in acq.fund_transfer.
1117 Since funding_source is a non-nullable column in acq.fund_allocation, we must
1118 choose a funding source for the transferred money to come from. This choice
1119 must meet two constraints, so far as possible:
1121 1. The amount transferred from a given funding source must not exceed the
1122 amount allocated to the old fund by the funding source. To that end we
1123 compare the amount being transferred to the amount allocated.
1125 2. We shouldn't transfer money that has already been spent or encumbered, as
1126 defined by the funding attribution process. We attribute expenses to the
1127 oldest funding source credits first. In order to avoid transferring that
1128 attributed money, we reverse the priority, transferring from the newest funding
1129 source credits first. There can be no guarantee that this approach will
1130 avoid overcommitting a fund, but no other approach can do any better.
1132 In this context the age of a funding source credit is defined by the
1133 deadline_date for credits with deadline_dates, and by the effective_date for
1134 credits without deadline_dates, with the proviso that credits with deadline_dates
1135 are all considered "older" than those without.
1139 In the signature for this function, there is one last parameter commented out,
1140 named "funding_source_in". Correspondingly, the WHERE clause for the query
1141 driving the main loop has an OR clause commented out, which references the
1142 funding_source_in parameter.
1144 If these lines are uncommented, this function will allow the user optionally to
1145 restrict a fund transfer to a specified funding source. If the source
1146 parameter is left NULL, then there will be no such restriction.
1148 ------------------------------------------------------------------------------- */
1150 same_currency BOOLEAN;
1151 currency_ratio NUMERIC;
1152 old_fund_currency TEXT;
1153 old_remaining NUMERIC; -- in currency of old fund
1154 new_fund_currency TEXT;
1155 new_fund_active BOOLEAN;
1156 new_remaining NUMERIC; -- in currency of new fund
1157 curr_old_amt NUMERIC; -- in currency of old fund
1158 curr_new_amt NUMERIC; -- in currency of new fund
1159 source_addition NUMERIC; -- in currency of funding source
1160 source_deduction NUMERIC; -- in currency of funding source
1161 orig_allocated_amt NUMERIC; -- in currency of funding source
1162 allocated_amt NUMERIC; -- in currency of fund
1168 IF old_fund IS NULL THEN
1169 RAISE EXCEPTION 'acq.transfer_fund: old fund id is NULL';
1172 IF old_amount IS NULL THEN
1173 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer is NULL';
1176 -- The new fund and its amount must be both NULL or both not NULL.
1178 IF new_fund IS NOT NULL AND new_amount IS NULL THEN
1179 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer to receiving fund is NULL';
1182 IF new_fund IS NULL AND new_amount IS NOT NULL THEN
1183 RAISE EXCEPTION 'acq.transfer_fund: receiving fund is NULL, its amount is not NULL';
1186 IF user_id IS NULL THEN
1187 RAISE EXCEPTION 'acq.transfer_fund: user id is NULL';
1190 -- Initialize the amounts to be transferred, each denominated
1191 -- in the currency of its respective fund. They will be
1192 -- reduced on each iteration of the loop.
1194 old_remaining := old_amount;
1195 new_remaining := new_amount;
1197 -- RAISE NOTICE 'Transferring % in fund % to % in fund %',
1198 -- old_amount, old_fund, new_amount, new_fund;
1200 -- Get the currency types of the old and new funds.
1211 IF old_fund_currency IS NULL THEN
1212 RAISE EXCEPTION 'acq.transfer_fund: old fund id % is not defined', old_fund;
1215 IF new_fund IS NOT NULL THEN
1227 IF new_fund_currency IS NULL THEN
1228 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is not defined', new_fund;
1229 ELSIF NOT new_fund_active THEN
1231 -- No point in putting money into a fund from whence you can't spend it
1233 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is inactive', new_fund;
1236 IF new_amount = old_amount THEN
1237 same_currency := true;
1238 currency_ratio := 1;
1241 -- We'll have to translate currency between funds. We presume that
1242 -- the calling code has already applied an appropriate exchange rate,
1243 -- so we'll apply the same conversion to each sub-transfer.
1245 same_currency := false;
1246 currency_ratio := new_amount / old_amount;
1250 -- Identify the funding source(s) from which we want to transfer the money.
1251 -- The principle is that we want to transfer the newest money first, because
1252 -- we spend the oldest money first. The priority for spending is defined
1253 -- by a sort of the view acq.ordered_funding_source_credit.
1258 ofsc.funding_source,
1260 ofsc.amount * acq.exchange_ratio( fs.currency_type, old_fund_currency )
1264 acq.ordered_funding_source_credit AS ofsc,
1265 acq.funding_source fs
1267 ofsc.funding_source = fs.id
1268 and ofsc.funding_source IN
1270 SELECT funding_source
1271 FROM acq.fund_allocation
1272 WHERE fund = old_fund
1276 -- ofsc.funding_source = funding_source_in
1277 -- OR funding_source_in IS NULL
1280 ofsc.sort_priority desc,
1281 ofsc.sort_date desc,
1285 -- Determine how much money the old fund got from this funding source,
1286 -- denominated in the currency types of the source and of the fund.
1287 -- This result may reflect transfers from previous iterations.
1290 COALESCE( sum( amount ), 0 ),
1291 COALESCE( sum( amount )
1292 * acq.exchange_ratio( source.currency_type, old_fund_currency ), 0 )
1294 orig_allocated_amt, -- in currency of the source
1295 allocated_amt -- in currency of the old fund
1300 and funding_source = source.funding_source;
1302 -- Determine how much to transfer from this credit, in the currency
1303 -- of the fund. Begin with the amount remaining to be attributed:
1305 curr_old_amt := old_remaining;
1307 -- Can't attribute more than was allocated from the fund:
1309 IF curr_old_amt > allocated_amt THEN
1310 curr_old_amt := allocated_amt;
1313 -- Can't attribute more than the amount of the current credit:
1315 IF curr_old_amt > source.converted_amt THEN
1316 curr_old_amt := source.converted_amt;
1319 curr_old_amt := trunc( curr_old_amt, 2 );
1321 old_remaining := old_remaining - curr_old_amt;
1323 -- Determine the amount to be deducted, if any,
1324 -- from the old allocation.
1326 IF old_remaining > 0 THEN
1328 -- In this case we're using the whole allocation, so use that
1329 -- amount directly instead of applying a currency translation
1330 -- and thereby inviting round-off errors.
1332 source_deduction := - orig_allocated_amt;
1334 source_deduction := trunc(
1335 ( - curr_old_amt ) *
1336 acq.exchange_ratio( old_fund_currency, source.currency_type ),
1340 IF source_deduction <> 0 THEN
1342 -- Insert negative allocation for old fund in fund_allocation,
1343 -- converted into the currency of the funding source
1345 INSERT INTO acq.fund_allocation (
1352 source.funding_source,
1356 'Transfer to fund ' || new_fund
1360 IF new_fund IS NOT NULL THEN
1362 -- Determine how much to add to the new fund, in
1363 -- its currency, and how much remains to be added:
1365 IF same_currency THEN
1366 curr_new_amt := curr_old_amt;
1368 IF old_remaining = 0 THEN
1370 -- This is the last iteration, so nothing should be left
1372 curr_new_amt := new_remaining;
1375 curr_new_amt := trunc( curr_old_amt * currency_ratio, 2 );
1376 new_remaining := new_remaining - curr_new_amt;
1380 -- Determine how much to add, if any,
1381 -- to the new fund's allocation.
1383 IF old_remaining > 0 THEN
1385 -- In this case we're using the whole allocation, so use that amount
1386 -- amount directly instead of applying a currency translation and
1387 -- thereby inviting round-off errors.
1389 source_addition := orig_allocated_amt;
1390 ELSIF source.currency_type = old_fund_currency THEN
1392 -- In this case we don't need a round trip currency translation,
1393 -- thereby inviting round-off errors:
1395 source_addition := curr_old_amt;
1397 source_addition := trunc(
1399 acq.exchange_ratio( new_fund_currency, source.currency_type ),
1403 IF source_addition <> 0 THEN
1405 -- Insert positive allocation for new fund in fund_allocation,
1406 -- converted to the currency of the founding source
1408 INSERT INTO acq.fund_allocation (
1415 source.funding_source,
1419 'Transfer from fund ' || old_fund
1424 IF trunc( curr_old_amt, 2 ) <> 0
1425 OR trunc( curr_new_amt, 2 ) <> 0 THEN
1427 -- Insert row in fund_transfer, using amounts in the currency of the funds
1429 INSERT INTO acq.fund_transfer (
1436 funding_source_credit
1439 trunc( curr_old_amt, 2 ),
1441 trunc( curr_new_amt, 2 ),
1448 if old_remaining <= 0 THEN
1449 EXIT; -- Nothing more to be transferred
1453 $$ LANGUAGE plpgsql;
1455 CREATE OR REPLACE FUNCTION acq.attribute_debits() RETURNS VOID AS $$
1457 Function to attribute expenditures and encumbrances to funding source credits,
1458 and thereby to funding sources.
1460 Read the debits in chonological order, attributing each one to one or
1461 more funding source credits. Constraints:
1463 1. Don't attribute more to a credit than the amount of the credit.
1465 2. For a given fund, don't attribute more to a funding source than the
1466 source has allocated to that fund.
1468 3. Attribute debits to credits with deadlines before attributing them to
1469 credits without deadlines. Otherwise attribute to the earliest credits
1470 first, based on the deadline date when present, or on the effective date
1471 when there is no deadline. Use funding_source_credit.id as a tie-breaker.
1472 This ordering is defined by an ORDER BY clause on the view
1473 acq.ordered_funding_source_credit.
1475 Start by truncating the table acq.debit_attribution. Then insert a row
1476 into that table for each attribution. If a debit cannot be fully
1477 attributed, insert a row for the unattributable balance, with the
1478 funding_source_credit and credit_amount columns NULL.
1481 curr_fund_source_bal RECORD;
1482 seqno INT; -- sequence num for credits applicable to a fund
1483 fund_credit RECORD; -- current row in temp t_fund_credit table
1484 fc RECORD; -- used for loading t_fund_credit table
1485 sc RECORD; -- used for loading t_fund_credit table
1487 -- Used exclusively in the main loop:
1489 deb RECORD; -- current row from acq.fund_debit table
1490 curr_credit_bal RECORD; -- current row from temp t_credit table
1491 debit_balance NUMERIC; -- amount left to attribute for current debit
1492 conv_debit_balance NUMERIC; -- debit balance in currency of the fund
1493 attr_amount NUMERIC; -- amount being attributed, in currency of debit
1494 conv_attr_amount NUMERIC; -- amount being attributed, in currency of source
1495 conv_cred_balance NUMERIC; -- credit_balance in the currency of the fund
1496 conv_alloc_balance NUMERIC; -- allocated balance in the currency of the fund
1497 attrib_count INT; -- populates id of acq.debit_attribution
1500 -- Load a temporary table. For each combination of fund and funding source,
1501 -- load an entry with the total amount allocated to that fund by that source.
1502 -- This sum may reflect transfers as well as original allocations. We will
1503 -- reduce this balance whenever we attribute debits to it.
1505 CREATE TEMP TABLE t_fund_source_bal
1509 funding_source AS source,
1510 sum( amount ) AS balance
1519 CREATE INDEX t_fund_source_bal_idx
1520 ON t_fund_source_bal( fund, source );
1521 -------------------------------------------------------------------------------
1523 -- Load another temporary table. For each fund, load zero or more
1524 -- funding source credits from which that fund can get money.
1526 CREATE TEMP TABLE t_fund_credit (
1533 SELECT DISTINCT fund
1534 FROM acq.fund_allocation
1536 LOOP -- Loop over the funds
1542 acq.ordered_funding_source_credit AS ofsc
1544 ofsc.funding_source IN
1546 SELECT funding_source
1547 FROM acq.fund_allocation
1548 WHERE fund = fc.fund
1554 LOOP -- Add each credit to the list
1555 INSERT INTO t_fund_credit (
1564 --RAISE NOTICE 'Fund % credit %', fc.fund, sc.id;
1566 END LOOP; -- Loop over credits for a given fund
1567 END LOOP; -- Loop over funds
1569 CREATE INDEX t_fund_credit_idx
1570 ON t_fund_credit( fund, seq );
1571 -------------------------------------------------------------------------------
1573 -- Load yet another temporary table. This one is a list of funding source
1574 -- credits, with their balances. We shall reduce those balances as we
1575 -- attribute debits to them.
1577 CREATE TEMP TABLE t_credit
1581 fsc.funding_source AS source,
1582 fsc.amount AS balance,
1583 fs.currency_type AS currency_type
1585 acq.funding_source_credit AS fsc,
1586 acq.funding_source fs
1588 fsc.funding_source = fs.id
1591 CREATE INDEX t_credit_idx
1592 ON t_credit( credit );
1594 -------------------------------------------------------------------------------
1596 -- Now that we have loaded the lookup tables: loop through the debits,
1597 -- attributing each one to one or more funding source credits.
1599 truncate table acq.debit_attribution;
1617 --RAISE NOTICE 'Debit %, fund %', deb.id, deb.fund;
1619 debit_balance := deb.amount;
1621 -- Loop over the funding source credits that are eligible
1622 -- to pay for this debit
1634 --RAISE NOTICE ' Examining credit %', fund_credit.credit;
1636 -- Look up the balance for this credit. If it's zero, then
1637 -- it's not useful, so treat it as if you didn't find it.
1638 -- (Actually there shouldn't be any zero balances in the table,
1639 -- but we check just to make sure.)
1642 INTO curr_credit_bal
1645 credit = fund_credit.credit
1648 IF curr_credit_bal IS NULL THEN
1650 -- This credit is exhausted; try the next one.
1656 -- At this point we have an applicable credit with some money left.
1657 -- Now see if the relevant funding_source has any money left.
1659 -- Look up the balance of the allocation for this combination of
1660 -- fund and source. If you find such an entry, but it has a zero
1661 -- balance, then it's not useful, so treat it as unfound.
1662 -- (Actually there shouldn't be any zero balances in the table,
1663 -- but we check just to make sure.)
1666 INTO curr_fund_source_bal
1667 FROM t_fund_source_bal
1670 AND source = curr_credit_bal.source
1673 IF curr_fund_source_bal IS NULL THEN
1675 -- This fund/source doesn't exist or is already exhausted,
1676 -- so we can't use this credit. Go on to the next one.
1681 -- Convert the available balances to the currency of the fund
1683 conv_alloc_balance := curr_fund_source_bal.balance * acq.exchange_ratio(
1684 curr_credit_bal.currency_type, deb.currency_type );
1685 conv_cred_balance := curr_credit_bal.balance * acq.exchange_ratio(
1686 curr_credit_bal.currency_type, deb.currency_type );
1688 -- Determine how much we can attribute to this credit: the minimum
1689 -- of the debit amount, the fund/source balance, and the
1692 --RAISE NOTICE ' deb bal %', debit_balance;
1693 --RAISE NOTICE ' source % balance %', curr_credit_bal.source, conv_alloc_balance;
1694 --RAISE NOTICE ' credit % balance %', curr_credit_bal.credit, conv_cred_balance;
1696 conv_attr_amount := NULL;
1697 attr_amount := debit_balance;
1699 IF attr_amount > conv_alloc_balance THEN
1700 attr_amount := conv_alloc_balance;
1701 conv_attr_amount := curr_fund_source_bal.balance;
1703 IF attr_amount > conv_cred_balance THEN
1704 attr_amount := conv_cred_balance;
1705 conv_attr_amount := curr_credit_bal.balance;
1708 -- If we're attributing all of one of the balances, then that's how
1709 -- much we will deduct from the balances, and we already captured
1710 -- that amount above. Otherwise we must convert the amount of the
1711 -- attribution from the currency of the fund back to the currency of
1712 -- the funding source.
1714 IF conv_attr_amount IS NULL THEN
1715 conv_attr_amount := attr_amount * acq.exchange_ratio(
1716 deb.currency_type, curr_credit_bal.currency_type );
1719 -- Insert a row to record the attribution
1721 attrib_count := attrib_count + 1;
1722 INSERT INTO acq.debit_attribution (
1726 funding_source_credit,
1732 curr_credit_bal.credit,
1736 -- Subtract the attributed amount from the various balances
1738 debit_balance := debit_balance - attr_amount;
1739 curr_fund_source_bal.balance := curr_fund_source_bal.balance - conv_attr_amount;
1741 IF curr_fund_source_bal.balance <= 0 THEN
1743 -- This allocation is exhausted. Delete it so
1744 -- that we don't waste time looking at it again.
1746 DELETE FROM t_fund_source_bal
1748 fund = curr_fund_source_bal.fund
1749 AND source = curr_fund_source_bal.source;
1751 UPDATE t_fund_source_bal
1752 SET balance = balance - conv_attr_amount
1754 fund = curr_fund_source_bal.fund
1755 AND source = curr_fund_source_bal.source;
1758 IF curr_credit_bal.balance <= 0 THEN
1760 -- This funding source credit is exhausted. Delete it
1761 -- so that we don't waste time looking at it again.
1763 --DELETE FROM t_credit
1765 -- credit = curr_credit_bal.credit;
1767 DELETE FROM t_fund_credit
1769 credit = curr_credit_bal.credit;
1772 SET balance = curr_credit_bal.balance
1774 credit = curr_credit_bal.credit;
1777 -- Are we done with this debit yet?
1779 IF debit_balance <= 0 THEN
1780 EXIT; -- We've fully attributed this debit; stop looking at credits.
1782 END LOOP; -- End loop over credits
1784 IF debit_balance <> 0 THEN
1786 -- We weren't able to attribute this debit, or at least not
1787 -- all of it. Insert a row for the unattributed balance.
1789 attrib_count := attrib_count + 1;
1790 INSERT INTO acq.debit_attribution (
1794 funding_source_credit,
1804 END LOOP; -- End of loop over debits
1806 $$ LANGUAGE 'plpgsql';
1808 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit(
1812 ) RETURNS VOID AS $$
1823 IF old_year IS NULL THEN
1824 RAISE EXCEPTION 'Input year argument is NULL';
1825 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1826 RAISE EXCEPTION 'Input year is out of range';
1829 IF user_id IS NULL THEN
1830 RAISE EXCEPTION 'Input user id argument is NULL';
1833 IF org_unit_id IS NULL THEN
1834 RAISE EXCEPTION 'Org unit id argument is NULL';
1836 SELECT TRUE INTO org_found
1838 WHERE id = org_unit_id;
1840 IF org_found IS NULL THEN
1841 RAISE EXCEPTION 'Org unit id is invalid';
1845 -- Loop over the applicable funds
1847 FOR old_fund in SELECT * FROM acq.fund
1851 AND org = org_unit_id
1854 INSERT INTO acq.fund (
1866 old_fund.currency_type,
1871 RETURNING id INTO new_id;
1873 WHEN unique_violation THEN
1874 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1877 --RAISE NOTICE 'Propagating fund % to fund %',
1878 -- old_fund.code, new_id;
1881 $$ LANGUAGE plpgsql;
1883 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
1887 ) RETURNS VOID AS $$
1898 IF old_year IS NULL THEN
1899 RAISE EXCEPTION 'Input year argument is NULL';
1900 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1901 RAISE EXCEPTION 'Input year is out of range';
1904 IF user_id IS NULL THEN
1905 RAISE EXCEPTION 'Input user id argument is NULL';
1908 IF org_unit_id IS NULL THEN
1909 RAISE EXCEPTION 'Org unit id argument is NULL';
1911 SELECT TRUE INTO org_found
1913 WHERE id = org_unit_id;
1915 IF org_found IS NULL THEN
1916 RAISE EXCEPTION 'Org unit id is invalid';
1920 -- Loop over the applicable funds
1922 FOR old_fund in SELECT * FROM acq.fund
1927 SELECT id FROM actor.org_unit_descendants( org_unit_id )
1931 INSERT INTO acq.fund (
1943 old_fund.currency_type,
1948 RETURNING id INTO new_id;
1950 WHEN unique_violation THEN
1951 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
1954 --RAISE NOTICE 'Propagating fund % to fund %',
1955 -- old_fund.code, new_id;
1958 $$ LANGUAGE plpgsql;
1960 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit(
1964 ) RETURNS VOID AS $$
1968 new_year INT := old_year + 1;
1970 xfer_amount NUMERIC;
1979 IF old_year IS NULL THEN
1980 RAISE EXCEPTION 'Input year argument is NULL';
1981 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1982 RAISE EXCEPTION 'Input year is out of range';
1985 IF user_id IS NULL THEN
1986 RAISE EXCEPTION 'Input user id argument is NULL';
1989 IF org_unit_id IS NULL THEN
1990 RAISE EXCEPTION 'Org unit id argument is NULL';
1993 -- Validate the org unit
1998 WHERE id = org_unit_id;
2000 IF org_found IS NULL THEN
2001 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2005 -- Loop over the propagable funds to identify the details
2006 -- from the old fund plus the id of the new one, if it exists.
2010 oldf.id AS old_fund,
2016 newf.id AS new_fund_id
2019 LEFT JOIN acq.fund AS newf
2020 ON ( oldf.code = newf.code )
2022 oldf.org = org_unit_id
2023 and oldf.year = old_year
2025 and newf.year = new_year
2027 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2029 IF roll_fund.new_fund_id IS NULL THEN
2031 -- The old fund hasn't been propagated yet. Propagate it now.
2033 INSERT INTO acq.fund (
2045 roll_fund.currency_type,
2050 RETURNING id INTO new_fund;
2052 new_fund = roll_fund.new_fund_id;
2055 -- Determine the amount to transfer
2059 FROM acq.fund_spent_balance
2060 WHERE fund = roll_fund.old_fund;
2062 IF xfer_amount <> 0 THEN
2063 IF roll_fund.rollover THEN
2065 -- Transfer balance from old fund to new
2067 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2069 PERFORM acq.transfer_fund(
2079 -- Transfer balance from old fund to the void
2081 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2083 PERFORM acq.transfer_fund(
2094 IF roll_fund.rollover THEN
2096 -- Move any lineitems from the old fund to the new one
2097 -- where the associated debit is an encumbrance.
2099 -- Any other tables tying expenditure details to funds should
2100 -- receive similar treatment. At this writing there are none.
2102 UPDATE acq.lineitem_detail
2105 fund = roll_fund.old_fund -- this condition may be redundant
2111 fund = roll_fund.old_fund
2115 -- Move encumbrance debits from the old fund to the new fund
2117 UPDATE acq.fund_debit
2120 fund = roll_fund.old_fund
2124 -- Mark old fund as inactive, now that we've closed it
2128 WHERE id = roll_fund.old_fund;
2131 $$ LANGUAGE plpgsql;
2133 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
2137 ) RETURNS VOID AS $$
2141 new_year INT := old_year + 1;
2143 xfer_amount NUMERIC;
2152 IF old_year IS NULL THEN
2153 RAISE EXCEPTION 'Input year argument is NULL';
2154 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2155 RAISE EXCEPTION 'Input year is out of range';
2158 IF user_id IS NULL THEN
2159 RAISE EXCEPTION 'Input user id argument is NULL';
2162 IF org_unit_id IS NULL THEN
2163 RAISE EXCEPTION 'Org unit id argument is NULL';
2166 -- Validate the org unit
2171 WHERE id = org_unit_id;
2173 IF org_found IS NULL THEN
2174 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2178 -- Loop over the propagable funds to identify the details
2179 -- from the old fund plus the id of the new one, if it exists.
2183 oldf.id AS old_fund,
2189 newf.id AS new_fund_id
2192 LEFT JOIN acq.fund AS newf
2193 ON ( oldf.code = newf.code )
2195 oldf.year = old_year
2197 AND newf.year = new_year
2199 SELECT id FROM actor.org_unit_descendants( org_unit_id )
2202 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2204 IF roll_fund.new_fund_id IS NULL THEN
2206 -- The old fund hasn't been propagated yet. Propagate it now.
2208 INSERT INTO acq.fund (
2220 roll_fund.currency_type,
2225 RETURNING id INTO new_fund;
2227 new_fund = roll_fund.new_fund_id;
2230 -- Determine the amount to transfer
2234 FROM acq.fund_spent_balance
2235 WHERE fund = roll_fund.old_fund;
2237 IF xfer_amount <> 0 THEN
2238 IF roll_fund.rollover THEN
2240 -- Transfer balance from old fund to new
2242 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2244 PERFORM acq.transfer_fund(
2254 -- Transfer balance from old fund to the void
2256 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2258 PERFORM acq.transfer_fund(
2269 IF roll_fund.rollover THEN
2271 -- Move any lineitems from the old fund to the new one
2272 -- where the associated debit is an encumbrance.
2274 -- Any other tables tying expenditure details to funds should
2275 -- receive similar treatment. At this writing there are none.
2277 UPDATE acq.lineitem_detail
2280 fund = roll_fund.old_fund -- this condition may be redundant
2286 fund = roll_fund.old_fund
2290 -- Move encumbrance debits from the old fund to the new fund
2292 UPDATE acq.fund_debit
2295 fund = roll_fund.old_fund
2299 -- Mark old fund as inactive, now that we've closed it
2303 WHERE id = roll_fund.old_fund;
2306 $$ LANGUAGE plpgsql;
2308 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
2309 SELECT funding_source,
2310 SUM(amount) AS amount
2311 FROM acq.funding_source_credit
2314 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
2315 SELECT funding_source,
2316 SUM(a.amount)::NUMERIC(100,2) AS amount
2317 FROM acq.fund_allocation a
2320 CREATE OR REPLACE VIEW acq.funding_source_balance AS
2321 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
2322 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
2323 FROM acq.funding_source_credit_total c
2324 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
2327 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
2329 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
2330 FROM acq.fund_allocation a
2331 JOIN acq.fund f ON (a.fund = f.id)
2332 JOIN acq.funding_source s ON (a.funding_source = s.id)
2335 CREATE OR REPLACE VIEW acq.fund_debit_total AS
2336 SELECT fund.id AS fund,
2337 fund_debit.encumbrance AS encumbrance,
2338 SUM( COALESCE( fund_debit.amount, 0 ) ) AS amount
2339 FROM acq.fund AS fund
2340 LEFT JOIN acq.fund_debit AS fund_debit
2341 ON ( fund.id = fund_debit.fund )
2344 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
2346 SUM(amount) AS amount
2347 FROM acq.fund_debit_total
2348 WHERE encumbrance IS TRUE
2351 CREATE OR REPLACE VIEW acq.fund_spent_total AS
2353 SUM(amount) AS amount
2354 FROM acq.fund_debit_total
2355 WHERE encumbrance IS FALSE
2358 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
2360 c.amount - COALESCE(d.amount,0.0) AS amount
2361 FROM acq.fund_allocation_total c
2362 LEFT JOIN acq.fund_debit_total d USING (fund);
2364 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
2366 c.amount - COALESCE(d.amount,0.0) AS amount
2367 FROM acq.fund_allocation_total c
2368 LEFT JOIN acq.fund_spent_total d USING (fund);
2370 -- For each fund: the total allocation from all sources, in the
2371 -- currency of the fund (or 0 if there are no allocations)
2373 CREATE VIEW acq.all_fund_allocation_total AS
2376 COALESCE( SUM( a.amount * acq.exchange_ratio(
2377 s.currency_type, f.currency_type))::numeric(100,2), 0 )
2381 LEFT JOIN acq.fund_allocation a
2383 LEFT JOIN acq.funding_source s
2384 ON a.funding_source = s.id
2388 -- For every fund: the total encumbrances (or 0 if none),
2389 -- in the currency of the fund.
2391 CREATE VIEW acq.all_fund_encumbrance_total AS
2394 COALESCE( encumb.amount, 0 ) AS amount
2400 sum( amount ) AS amount
2407 ON f.id = encumb.fund;
2409 -- For every fund: the total spent (or 0 if none),
2410 -- in the currency of the fund.
2412 CREATE VIEW acq.all_fund_spent_total AS
2415 COALESCE( spent.amount, 0 ) AS amount
2421 sum( amount ) AS amount
2428 ON f.id = spent.fund;
2430 -- For each fund: the amount not yet spent, in the currency
2431 -- of the fund. May include encumbrances.
2433 CREATE VIEW acq.all_fund_spent_balance AS
2436 c.amount - d.amount AS amount
2437 FROM acq.all_fund_allocation_total c
2438 LEFT JOIN acq.all_fund_spent_total d USING (fund);
2440 -- For each fund: the amount neither spent nor encumbered,
2441 -- in the currency of the fund
2443 CREATE VIEW acq.all_fund_combined_balance AS
2446 a.amount - COALESCE( c.amount, 0 ) AS amount
2448 acq.all_fund_allocation_total a
2452 SUM( amount ) AS amount
2457 ) AS c USING ( fund );