1 -- Evergreen DB patch 0562.schema.copy_active_date.sql
7 -- check whether patch can be applied
8 SELECT evergreen.upgrade_deps_block_check('0562', :eg_version);
10 ALTER TABLE asset.copy
11 ADD COLUMN active_date TIMESTAMP WITH TIME ZONE;
13 ALTER TABLE auditor.asset_copy_history
14 ADD COLUMN active_date TIMESTAMP WITH TIME ZONE;
16 ALTER TABLE config.copy_status
17 ADD COLUMN copy_active BOOL NOT NULL DEFAULT FALSE;
19 ALTER TABLE config.circ_matrix_weights
20 ADD COLUMN item_age NUMERIC(6,2) NOT NULL DEFAULT 0.0;
22 ALTER TABLE config.hold_matrix_weights
23 ADD COLUMN item_age NUMERIC(6,2) NOT NULL DEFAULT 0.0;
25 -- The two defaults above were to stop erroring on NOT NULL
27 ALTER TABLE config.circ_matrix_weights
28 ALTER COLUMN item_age DROP DEFAULT;
30 ALTER TABLE config.hold_matrix_weights
31 ALTER COLUMN item_age DROP DEFAULT;
33 ALTER TABLE config.circ_matrix_matchpoint
34 ADD COLUMN item_age INTERVAL;
36 ALTER TABLE config.hold_matrix_matchpoint
37 ADD COLUMN item_age INTERVAL;
39 CREATE OR REPLACE FUNCTION asset.acp_status_changed()
42 IF NEW.status <> OLD.status THEN
43 NEW.status_changed_time := now();
44 IF NEW.active_date IS NULL AND NEW.status IN (SELECT id FROM config.copy_status WHERE copy_active = true) THEN
45 NEW.active_date := now();
52 CREATE OR REPLACE FUNCTION asset.acp_created()
55 IF NEW.active_date IS NULL AND NEW.status IN (SELECT id FROM config.copy_status WHERE copy_active = true) THEN
56 NEW.active_date := now();
58 IF NEW.status_changed_time IS NULL THEN
59 NEW.status_changed_time := now();
65 CREATE TRIGGER acp_created_trig
66 BEFORE INSERT ON asset.copy
67 FOR EACH ROW EXECUTE PROCEDURE asset.acp_created();
69 CREATE TRIGGER sunit_created_trig
70 BEFORE INSERT ON serial.unit
71 FOR EACH ROW EXECUTE PROCEDURE asset.acp_created();
73 CREATE OR REPLACE FUNCTION action.hold_request_permit_test( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT, retargetting BOOL ) RETURNS SETOF action.matrix_test_result AS $func$
76 user_object actor.usr%ROWTYPE;
77 age_protect_object config.rule_age_hold_protect%ROWTYPE;
78 standing_penalty config.standing_penalty%ROWTYPE;
79 transit_range_ou_type actor.org_unit_type%ROWTYPE;
80 transit_source actor.org_unit%ROWTYPE;
81 item_object asset.copy%ROWTYPE;
82 item_cn_object asset.call_number%ROWTYPE;
83 ou_skip actor.org_unit_setting%ROWTYPE;
84 result action.matrix_test_result;
85 hold_test config.hold_matrix_matchpoint%ROWTYPE;
87 age_protect_date TIMESTAMP WITH TIME ZONE;
89 hold_transit_prox INT;
90 frozen_hold_count INT;
91 context_org_list INT[];
94 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
95 SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( pickup_ou );
97 result.success := TRUE;
99 -- Fail if we couldn't find a user
100 IF user_object.id IS NULL THEN
101 result.fail_part := 'no_user';
102 result.success := FALSE;
108 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
110 -- Fail if we couldn't find a copy
111 IF item_object.id IS NULL THEN
112 result.fail_part := 'no_item';
113 result.success := FALSE;
119 SELECT INTO matchpoint_id action.find_hold_matrix_matchpoint(pickup_ou, request_ou, match_item, match_user, match_requestor);
120 result.matchpoint := matchpoint_id;
122 SELECT INTO ou_skip * FROM actor.org_unit_setting WHERE name = 'circ.holds.target_skip_me' AND org_unit = item_object.circ_lib;
124 -- Fail if the circ_lib for the item has circ.holds.target_skip_me set to true
125 IF ou_skip.id IS NOT NULL AND ou_skip.value = 'true' THEN
126 result.fail_part := 'circ.holds.target_skip_me';
127 result.success := FALSE;
133 -- Fail if user is barred
134 IF user_object.barred IS TRUE THEN
135 result.fail_part := 'actor.usr.barred';
136 result.success := FALSE;
142 -- Fail if we couldn't find any matchpoint (requires a default)
143 IF matchpoint_id IS NULL THEN
144 result.fail_part := 'no_matchpoint';
145 result.success := FALSE;
151 SELECT INTO hold_test * FROM config.hold_matrix_matchpoint WHERE id = matchpoint_id;
153 IF hold_test.holdable IS FALSE THEN
154 result.fail_part := 'config.hold_matrix_test.holdable';
155 result.success := FALSE;
160 IF hold_test.transit_range IS NOT NULL THEN
161 SELECT INTO transit_range_ou_type * FROM actor.org_unit_type WHERE id = hold_test.transit_range;
162 IF hold_test.distance_is_from_owner THEN
163 SELECT INTO transit_source ou.* FROM actor.org_unit ou JOIN asset.call_number cn ON (cn.owning_lib = ou.id) WHERE cn.id = item_object.call_number;
165 SELECT INTO transit_source * FROM actor.org_unit WHERE id = item_object.circ_lib;
168 PERFORM * FROM actor.org_unit_descendants( transit_source.id, transit_range_ou_type.depth ) WHERE id = pickup_ou;
171 result.fail_part := 'transit_range';
172 result.success := FALSE;
178 FOR standing_penalty IN
179 SELECT DISTINCT csp.*
180 FROM actor.usr_standing_penalty usp
181 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
182 WHERE usr = match_user
183 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
184 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
185 AND csp.block_list LIKE '%HOLD%' LOOP
187 result.fail_part := standing_penalty.name;
188 result.success := FALSE;
193 IF hold_test.stop_blocked_user IS TRUE THEN
194 FOR standing_penalty IN
195 SELECT DISTINCT csp.*
196 FROM actor.usr_standing_penalty usp
197 JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
198 WHERE usr = match_user
199 AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
200 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
201 AND csp.block_list LIKE '%CIRC%' LOOP
203 result.fail_part := standing_penalty.name;
204 result.success := FALSE;
210 IF hold_test.max_holds IS NOT NULL AND NOT retargetting THEN
211 SELECT INTO hold_count COUNT(*)
212 FROM action.hold_request
213 WHERE usr = match_user
214 AND fulfillment_time IS NULL
215 AND cancel_time IS NULL
216 AND CASE WHEN hold_test.include_frozen_holds THEN TRUE ELSE frozen IS FALSE END;
218 IF hold_count >= hold_test.max_holds THEN
219 result.fail_part := 'config.hold_matrix_test.max_holds';
220 result.success := FALSE;
226 IF item_object.age_protect IS NOT NULL THEN
227 SELECT INTO age_protect_object * FROM config.rule_age_hold_protect WHERE id = item_object.age_protect;
228 IF hold_test.distance_is_from_owner THEN
229 SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_cn_object.owning_lib);
231 SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_object.circ_lib);
233 IF use_active_date = 'true' THEN
234 age_protect_date := COALESCE(item_object.active_date, NOW());
236 age_protect_date := item_object.create_date;
238 IF age_protect_date + age_protect_object.age > NOW() THEN
239 IF hold_test.distance_is_from_owner THEN
240 SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
241 SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_cn_object.owning_lib AND to_org = pickup_ou;
243 SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_object.circ_lib AND to_org = pickup_ou;
246 IF hold_transit_prox > age_protect_object.prox THEN
247 result.fail_part := 'config.rule_age_hold_protect.prox';
248 result.success := FALSE;
261 $func$ LANGUAGE plpgsql;
263 CREATE OR REPLACE FUNCTION action.find_circ_matrix_matchpoint( context_ou INT, item_object asset.copy, user_object actor.usr, renewal BOOL ) RETURNS action.found_circ_matrix_matchpoint AS $func$
265 cn_object asset.call_number%ROWTYPE;
266 rec_descriptor metabib.rec_descriptor%ROWTYPE;
267 cur_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
268 matchpoint config.circ_matrix_matchpoint%ROWTYPE;
269 weights config.circ_matrix_weights%ROWTYPE;
271 my_item_age INTERVAL;
272 denominator NUMERIC(6,2);
274 result action.found_circ_matrix_matchpoint;
277 result.success = false;
280 SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number;
281 SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = cn_object.record;
283 -- Pre-generate this so we only calc it once
284 IF user_object.dob IS NOT NULL THEN
285 SELECT INTO user_age age(user_object.dob);
289 SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
291 -- Grab the closest set circ weight setting.
292 SELECT INTO weights cw.*
293 FROM config.weight_assoc wa
294 JOIN config.circ_matrix_weights cw ON (cw.id = wa.circ_weights)
295 JOIN actor.org_unit_ancestors_distance( context_ou ) d ON (wa.org_unit = d.id)
300 -- No weights? Bad admin! Defaults to handle that anyway.
301 IF weights.id IS NULL THEN
303 weights.org_unit := 10.0;
304 weights.circ_modifier := 5.0;
305 weights.marc_type := 4.0;
306 weights.marc_form := 3.0;
307 weights.marc_bib_level := 2.0;
308 weights.marc_vr_format := 2.0;
309 weights.copy_circ_lib := 8.0;
310 weights.copy_owning_lib := 8.0;
311 weights.user_home_ou := 8.0;
312 weights.ref_flag := 1.0;
313 weights.juvenile_flag := 6.0;
314 weights.is_renewal := 7.0;
315 weights.usr_age_lower_bound := 0.0;
316 weights.usr_age_upper_bound := 0.0;
317 weights.item_age := 0.0;
320 -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
321 -- If you break your org tree with funky parenting this may be wrong
322 -- Note: This CTE is duplicated in the find_hold_matrix_matchpoint function, and it may be a good idea to split it off to a function
323 -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
324 WITH all_distance(distance) AS (
325 SELECT depth AS distance FROM actor.org_unit_type
327 SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
329 SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
331 -- Loop over all the potential matchpoints
332 FOR cur_matchpoint IN
334 FROM config.circ_matrix_matchpoint m
335 /*LEFT*/ JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.grp = upgad.id
336 /*LEFT*/ JOIN actor.org_unit_ancestors_distance( context_ou ) ctoua ON m.org_unit = ctoua.id
337 LEFT JOIN actor.org_unit_ancestors_distance( cn_object.owning_lib ) cnoua ON m.copy_owning_lib = cnoua.id
338 LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.copy_circ_lib = iooua.id
339 LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
342 -- AND (m.grp IS NULL OR upgad.id IS NOT NULL) -- Optional Permission Group?
344 -- AND (m.org_unit IS NULL OR ctoua.id IS NOT NULL) -- Optional Org Unit?
345 AND (m.copy_owning_lib IS NULL OR cnoua.id IS NOT NULL)
346 AND (m.copy_circ_lib IS NULL OR iooua.id IS NOT NULL)
347 AND (m.user_home_ou IS NULL OR uhoua.id IS NOT NULL)
349 AND (m.is_renewal IS NULL OR m.is_renewal = renewal)
350 -- Static User Checks
351 AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
352 AND (m.usr_age_lower_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_lower_bound < user_age))
353 AND (m.usr_age_upper_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_upper_bound > user_age))
354 -- Static Item Checks
355 AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
356 AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
357 AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
358 AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
359 AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
360 AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
361 AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
364 CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.grp - (upgad.distance/denominator)) ELSE 0.0 END +
366 CASE WHEN ctoua.distance IS NOT NULL THEN 2^(2*weights.org_unit - (ctoua.distance/denominator)) ELSE 0.0 END +
367 CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.copy_owning_lib - (cnoua.distance/denominator)) ELSE 0.0 END +
368 CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.copy_circ_lib - (iooua.distance/denominator)) ELSE 0.0 END +
369 CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
370 -- Circ Type -- Note: 4^x is equiv to 2^(2*x)
371 CASE WHEN m.is_renewal IS NOT NULL THEN 4^weights.is_renewal ELSE 0.0 END +
372 -- Static User Checks
373 CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
374 CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 4^weights.usr_age_lower_bound ELSE 0.0 END +
375 CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 4^weights.usr_age_upper_bound ELSE 0.0 END +
376 -- Static Item Checks
377 CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
378 CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
379 CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
380 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
381 CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
382 -- Item age has a slight adjustment to weight based on value.
383 -- This should ensure that a shorter age limit comes first when all else is equal.
384 -- NOTE: This assumes that intervals will normally be in days.
385 CASE WHEN m.item_age IS NOT NULL THEN 4^weights.item_age - 1 + 86400/EXTRACT(EPOCH FROM m.item_age) ELSE 0.0 END DESC,
386 -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
387 -- This prevents "we changed the table order by updating a rule, and we started getting different results"
390 -- Record the full matching row list
391 row_list := row_list || cur_matchpoint.id;
393 -- No matchpoint yet?
394 IF matchpoint.id IS NULL THEN
395 -- Take the entire matchpoint as a starting point
396 matchpoint := cur_matchpoint;
397 CONTINUE; -- No need to look at this row any more.
400 -- Incomplete matchpoint?
401 IF matchpoint.circulate IS NULL THEN
402 matchpoint.circulate := cur_matchpoint.circulate;
404 IF matchpoint.duration_rule IS NULL THEN
405 matchpoint.duration_rule := cur_matchpoint.duration_rule;
407 IF matchpoint.recurring_fine_rule IS NULL THEN
408 matchpoint.recurring_fine_rule := cur_matchpoint.recurring_fine_rule;
410 IF matchpoint.max_fine_rule IS NULL THEN
411 matchpoint.max_fine_rule := cur_matchpoint.max_fine_rule;
413 IF matchpoint.hard_due_date IS NULL THEN
414 matchpoint.hard_due_date := cur_matchpoint.hard_due_date;
416 IF matchpoint.total_copy_hold_ratio IS NULL THEN
417 matchpoint.total_copy_hold_ratio := cur_matchpoint.total_copy_hold_ratio;
419 IF matchpoint.available_copy_hold_ratio IS NULL THEN
420 matchpoint.available_copy_hold_ratio := cur_matchpoint.available_copy_hold_ratio;
422 IF matchpoint.renewals IS NULL THEN
423 matchpoint.renewals := cur_matchpoint.renewals;
425 IF matchpoint.grace_period IS NULL THEN
426 matchpoint.grace_period := cur_matchpoint.grace_period;
430 -- Check required fields
431 IF matchpoint.circulate IS NOT NULL AND
432 matchpoint.duration_rule IS NOT NULL AND
433 matchpoint.recurring_fine_rule IS NOT NULL AND
434 matchpoint.max_fine_rule IS NOT NULL THEN
435 -- All there? We have a completed match.
436 result.success := true;
439 -- Include the assembled matchpoint, even if it isn't complete
440 result.matchpoint := matchpoint;
442 -- Include (for debugging) the full list of matching rows
443 result.buildrows := row_list;
445 -- Hand the result back to caller
448 $func$ LANGUAGE plpgsql;
450 CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint(pickup_ou integer, request_ou integer, match_item bigint, match_user integer, match_requestor integer)
454 requestor_object actor.usr%ROWTYPE;
455 user_object actor.usr%ROWTYPE;
456 item_object asset.copy%ROWTYPE;
457 item_cn_object asset.call_number%ROWTYPE;
458 my_item_age INTERVAL;
459 rec_descriptor metabib.rec_descriptor%ROWTYPE;
460 matchpoint config.hold_matrix_matchpoint%ROWTYPE;
461 weights config.hold_matrix_weights%ROWTYPE;
462 denominator NUMERIC(6,2);
464 SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
465 SELECT INTO requestor_object * FROM actor.usr WHERE id = match_requestor;
466 SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
467 SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
468 SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = item_cn_object.record;
470 SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
472 -- The item's owner should probably be the one determining if the item is holdable
473 -- How to decide that is debatable. Decided to default to the circ library (where the item lives)
474 -- This flag will allow for setting it to the owning library (where the call number "lives")
475 PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.weight_owner_not_circ' AND enabled;
477 -- Grab the closest set circ weight setting.
479 -- Default to circ library
480 SELECT INTO weights hw.*
481 FROM config.weight_assoc wa
482 JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
483 JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) d ON (wa.org_unit = d.id)
488 -- Flag is set, use owning library
489 SELECT INTO weights hw.*
490 FROM config.weight_assoc wa
491 JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
492 JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) d ON (wa.org_unit = d.id)
498 -- No weights? Bad admin! Defaults to handle that anyway.
499 IF weights.id IS NULL THEN
500 weights.user_home_ou := 5.0;
501 weights.request_ou := 5.0;
502 weights.pickup_ou := 5.0;
503 weights.item_owning_ou := 5.0;
504 weights.item_circ_ou := 5.0;
505 weights.usr_grp := 7.0;
506 weights.requestor_grp := 8.0;
507 weights.circ_modifier := 4.0;
508 weights.marc_type := 3.0;
509 weights.marc_form := 2.0;
510 weights.marc_bib_level := 1.0;
511 weights.marc_vr_format := 1.0;
512 weights.juvenile_flag := 4.0;
513 weights.ref_flag := 0.0;
514 weights.item_age := 0.0;
517 -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
518 -- If you break your org tree with funky parenting this may be wrong
519 -- Note: This CTE is duplicated in the find_circ_matrix_matchpoint function, and it may be a good idea to split it off to a function
520 -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
521 WITH all_distance(distance) AS (
522 SELECT depth AS distance FROM actor.org_unit_type
524 SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
526 SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
528 -- To ATTEMPT to make this work like it used to, make it reverse the user/requestor profile ids.
529 -- This may be better implemented as part of the upgrade script?
530 -- Set usr_grp = requestor_grp, requestor_grp = 1 or something when this flag is already set
531 -- Then remove this flag, of course.
532 PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.usr_not_requestor' AND enabled;
535 -- Note: This, to me, is REALLY hacky. I put it in anyway.
536 -- If you can't tell, this is a single call swap on two variables.
537 SELECT INTO user_object.profile, requestor_object.profile
538 requestor_object.profile, user_object.profile;
541 -- Select the winning matchpoint into the matchpoint variable for returning
542 SELECT INTO matchpoint m.*
543 FROM config.hold_matrix_matchpoint m
544 /*LEFT*/ JOIN permission.grp_ancestors_distance( requestor_object.profile ) rpgad ON m.requestor_grp = rpgad.id
545 LEFT JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.usr_grp = upgad.id
546 LEFT JOIN actor.org_unit_ancestors_distance( pickup_ou ) puoua ON m.pickup_ou = puoua.id
547 LEFT JOIN actor.org_unit_ancestors_distance( request_ou ) rqoua ON m.request_ou = rqoua.id
548 LEFT JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) cnoua ON m.item_owning_ou = cnoua.id
549 LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.item_circ_ou = iooua.id
550 LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
553 -- AND (m.requestor_grp IS NULL OR upgad.id IS NOT NULL) -- Optional Requestor Group?
554 AND (m.usr_grp IS NULL OR upgad.id IS NOT NULL)
556 AND (m.pickup_ou IS NULL OR (puoua.id IS NOT NULL AND (puoua.distance = 0 OR NOT m.strict_ou_match)))
557 AND (m.request_ou IS NULL OR (rqoua.id IS NOT NULL AND (rqoua.distance = 0 OR NOT m.strict_ou_match)))
558 AND (m.item_owning_ou IS NULL OR (cnoua.id IS NOT NULL AND (cnoua.distance = 0 OR NOT m.strict_ou_match)))
559 AND (m.item_circ_ou IS NULL OR (iooua.id IS NOT NULL AND (iooua.distance = 0 OR NOT m.strict_ou_match)))
560 AND (m.user_home_ou IS NULL OR (uhoua.id IS NOT NULL AND (uhoua.distance = 0 OR NOT m.strict_ou_match)))
561 -- Static User Checks
562 AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
563 -- Static Item Checks
564 AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
565 AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
566 AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
567 AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
568 AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
569 AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
570 AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
573 CASE WHEN rpgad.distance IS NOT NULL THEN 2^(2*weights.requestor_grp - (rpgad.distance/denominator)) ELSE 0.0 END +
574 CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.usr_grp - (upgad.distance/denominator)) ELSE 0.0 END +
576 CASE WHEN puoua.distance IS NOT NULL THEN 2^(2*weights.pickup_ou - (puoua.distance/denominator)) ELSE 0.0 END +
577 CASE WHEN rqoua.distance IS NOT NULL THEN 2^(2*weights.request_ou - (rqoua.distance/denominator)) ELSE 0.0 END +
578 CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.item_owning_ou - (cnoua.distance/denominator)) ELSE 0.0 END +
579 CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.item_circ_ou - (iooua.distance/denominator)) ELSE 0.0 END +
580 CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
581 -- Static User Checks -- Note: 4^x is equiv to 2^(2*x)
582 CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
583 -- Static Item Checks
584 CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
585 CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
586 CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
587 CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
588 CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
589 -- Item age has a slight adjustment to weight based on value.
590 -- This should ensure that a shorter age limit comes first when all else is equal.
591 -- NOTE: This assumes that intervals will normally be in days.
592 CASE WHEN m.item_age IS NOT NULL THEN 4^weights.item_age - 86400/EXTRACT(EPOCH FROM m.item_age) ELSE 0.0 END DESC,
593 -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
594 -- This prevents "we changed the table order by updating a rule, and we started getting different results"
597 -- Return just the ID for now
598 RETURN matchpoint.id;
600 $func$ LANGUAGE 'plpgsql';
602 DROP INDEX IF EXISTS config.ccmm_once_per_paramset;
604 DROP INDEX IF EXISTS config.chmm_once_per_paramset;
606 CREATE UNIQUE INDEX ccmm_once_per_paramset ON config.circ_matrix_matchpoint (org_unit, grp, COALESCE(circ_modifier, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level,''), COALESCE(marc_vr_format, ''), COALESCE(copy_circ_lib::TEXT, ''), COALESCE(copy_owning_lib::TEXT, ''), COALESCE(user_home_ou::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(is_renewal::TEXT, ''), COALESCE(usr_age_lower_bound::TEXT, ''), COALESCE(usr_age_upper_bound::TEXT, ''), COALESCE(item_age::TEXT, '')) WHERE active;
608 CREATE UNIQUE INDEX chmm_once_per_paramset ON config.hold_matrix_matchpoint (COALESCE(user_home_ou::TEXT, ''), COALESCE(request_ou::TEXT, ''), COALESCE(pickup_ou::TEXT, ''), COALESCE(item_owning_ou::TEXT, ''), COALESCE(item_circ_ou::TEXT, ''), COALESCE(usr_grp::TEXT, ''), COALESCE(requestor_grp::TEXT, ''), COALESCE(circ_modifier, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level, ''), COALESCE(marc_vr_format, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(item_age::TEXT, '')) WHERE active;
610 UPDATE config.copy_status SET copy_active = true WHERE id IN (0, 1, 7, 8, 10, 12, 15);
612 INSERT into config.org_unit_setting_type
613 ( name, label, description, datatype ) VALUES
614 ( 'circ.holds.age_protect.active_date', 'Holds: Use Active Date for Age Protection', 'When calculating age protection rules use the active date instead of the creation date.', 'bool');
616 -- Assume create date when item is in status we would update active date for anyway
617 UPDATE asset.copy SET active_date = create_date WHERE status IN (SELECT id FROM config.copy_status WHERE copy_active = true);
619 -- Assume create date for any item with circs
620 UPDATE asset.copy SET active_date = create_date WHERE id IN (SELECT id FROM extend_reporter.full_circ_count WHERE circ_count > 0);
622 -- Assume create date for status change time while we are at it. Because being created WAS a change in status.
623 UPDATE asset.copy SET status_changed_time = create_date WHERE status_changed_time IS NULL;