LP#1270289 Show delay/cancel reason print PO / worksheets
[working/Evergreen.git] / Open-ILS / src / sql / Pg / upgrade / XXXY.data.acq-cancel-display.sql
index 153602b..c32cb84 100644 (file)
@@ -41,23 +41,468 @@ UPDATE acq.cancel_reason
     WHERE id = 1010 AND label = 'Not found';
 
 UPDATE acq.cancel_reason 
-    SET label = oils_i18n_gettext(1,'Delayed : Accepted with amendment', 'acqcr', 'label')
+    SET label = oils_i18n_gettext(1,'Delayed: Accepted with amendment', 'acqcr', 'label')
     WHERE id = 1024 AND label = 'Accepted with amendment, no confirmation required';
 
 UPDATE acq.cancel_reason 
-    SET label = oils_i18n_gettext(1,'Delayed : Split Quantity', 'acqcr', 'label')
+    SET label = oils_i18n_gettext(1,'Delayed: Split Quantity', 'acqcr', 'label')
     WHERE id = 1211 AND label = 'Split quantity';
 
 UPDATE acq.cancel_reason 
-    SET label = oils_i18n_gettext(1,'Delayed : Ordered Quantity', 'acqcr', 'label')
+    SET label = oils_i18n_gettext(1,'Delayed: Ordered Quantity', 'acqcr', 'label')
     WHERE id = 1221 AND label = 'Ordered quantity';
 
 UPDATE acq.cancel_reason 
-    SET label = oils_i18n_gettext(1,'Delayed : Pieces Delivered', 'acqcr', 'label')
+    SET label = oils_i18n_gettext(1,'Delayed: Pieces Delivered', 'acqcr', 'label')
     WHERE id = 1246 AND label = 'Pieces delivered';
 
 UPDATE acq.cancel_reason 
-    SET label = oils_i18n_gettext(1,'Delayed : Backorder', 'acqcr', 'label')
+    SET label = oils_i18n_gettext(1,'Delayed: Backorder', 'acqcr', 'label')
     WHERE id = 1283 AND label = 'Backorder quantity';
 
+-- action/trigger additions
+-- All following changes are only applied where the source data matches
+-- the stock data.  IOW, if a template has been locally modified, 
+-- it's left unchanged.
+
+DO $$
+BEGIN
+    -- avoid collisions by testing for the presence of the 
+    -- desired environment addition.
+
+    PERFORM 1 FROM action_trigger.environment
+        WHERE event_def = 4 AND path = 'lineitems.cancel_reason';
+    IF NOT FOUND THEN 
+        INSERT INTO action_trigger.environment (event_def, path) 
+            VALUES (4, 'lineitems.cancel_reason');
+    END IF;
+
+    PERFORM 1 FROM action_trigger.environment
+        WHERE event_def = 14 AND path = 'cancel_reason';
+    IF NOT FOUND THEN 
+        INSERT INTO action_trigger.environment (event_def, path) 
+            VALUES ( 14, 'cancel_reason' );
+    END IF;
+
+    PERFORM 1 FROM action_trigger.environment
+        WHERE event_def = 14 AND path = 'lineitem_details.cancel_reason';
+    IF NOT FOUND THEN 
+        INSERT INTO action_trigger.environment (event_def, path) 
+            VALUES ( 14, 'lineitem_details.cancel_reason' );
+    END IF;
+END $$;
+
+UPDATE action_trigger.event_definition SET template = 
+$$
+[%- USE date -%]
+[%-
+    # find a lineitem attribute by name and optional type
+    BLOCK get_li_attr;
+        FOR attr IN li.attributes;
+            IF attr.attr_name == attr_name;
+                IF !attr_type OR attr_type == attr.attr_type;
+                    attr.attr_value;
+                    LAST;
+                END;
+            END;
+        END;
+    END
+-%]
+
+<h2>Purchase Order: [% target.name %] ([% target.id %])</h2>
+<br/>
+date <b>[% date.format(date.now, '%Y%m%d') %]</b>
+<br/>
+
+<style>
+    table td { padding:5px; border:1px solid #aaa;}
+    table { width:95%; border-collapse:collapse; }
+    #vendor-notes { padding:5px; border:1px solid #aaa; }
+</style>
+<table id='vendor-table'>
+  <tr>
+    <td valign='top'>Vendor</td>
+    <td>
+      <div>[% target.provider.name %]</div>
+      <div>[% target.provider.addresses.0.street1 %]</div>
+      <div>[% target.provider.addresses.0.street2 %]</div>
+      <div>[% target.provider.addresses.0.city %]</div>
+      <div>[% target.provider.addresses.0.state %]</div>
+      <div>[% target.provider.addresses.0.country %]</div>
+      <div>[% target.provider.addresses.0.post_code %]</div>
+    </td>
+    <td valign='top'>Ship to / Bill to</td>
+    <td>
+      <div>[% target.ordering_agency.name %]</div>
+      <div>[% target.ordering_agency.billing_address.street1 %]</div>
+      <div>[% target.ordering_agency.billing_address.street2 %]</div>
+      <div>[% target.ordering_agency.billing_address.city %]</div>
+      <div>[% target.ordering_agency.billing_address.state %]</div>
+      <div>[% target.ordering_agency.billing_address.country %]</div>
+      <div>[% target.ordering_agency.billing_address.post_code %]</div>
+    </td>
+  </tr>
+</table>
+
+<br/><br/>
+<fieldset id='vendor-notes'>
+    <legend>Notes to the Vendor</legend>
+    <ul>
+    [% FOR note IN target.notes %]
+        [% IF note.vendor_public == 't' %]
+            <li>[% note.value %]</li>
+        [% END %]
+    [% END %]
+    </ul>
+</fieldset>
+<br/><br/>
+
+<table>
+  <thead>
+    <tr>
+      <th>PO#</th>
+      <th>ISBN or Item #</th>
+      <th>Title</th>
+      <th>Quantity</th>
+      <th>Unit Price</th>
+      <th>Line Total</th>
+      <th>Delayed / Canceled</th>
+      <th>Notes</th>
+    </tr>
+  </thead>
+  <tbody>
+
+  [% subtotal = 0 %]
+  [% FOR li IN target.lineitems %]
+
+  <tr>
+    [% count = li.lineitem_details.size %]
+    [% price = li.estimated_unit_price %]
+    [% litotal = (price * count) %]
+    [% subtotal = subtotal + litotal %]
+    [% 
+        ident_attr = helpers.get_li_order_ident(li.attributes);
+        SET ident_value = ident_attr.attr_value IF ident_attr;
+    %]
+    <td>[% target.id %]</td>
+    <td>[% ident_value %]</td>
+    <td>[% PROCESS get_li_attr attr_name = 'title' %]</td>
+    <td>[% count %]</td>
+    <td>[% price %]</td>
+    <td>[% litotal %]</td>
+    <td>[% li.cancel_reason.label %]</td>
+    <td>
+        <ul>
+        [% FOR note IN li.lineitem_notes %]
+            [% IF note.vendor_public == 't' %]
+                <li>[% note.value %]</li>
+            [% END %]
+        [% END %]
+        </ul>
+    </td>
+  </tr>
+  [% END %]
+  <tr>
+    <td/><td/><td/><td/>
+    <td>Subtotal</td>
+    <td>[% subtotal %]</td>
+  </tr>
+  </tbody>
+</table>
+
+<br/>
+
+Total Line Item Count: [% target.lineitems.size %]
+$$
+WHERE id = 4 AND template = 
+$$
+[%- USE date -%]
+[%-
+    # find a lineitem attribute by name and optional type
+    BLOCK get_li_attr;
+        FOR attr IN li.attributes;
+            IF attr.attr_name == attr_name;
+                IF !attr_type OR attr_type == attr.attr_type;
+                    attr.attr_value;
+                    LAST;
+                END;
+            END;
+        END;
+    END
+-%]
+
+<h2>Purchase Order: [% target.name %] ([% target.id %])</h2>
+<br/>
+date <b>[% date.format(date.now, '%Y%m%d') %]</b>
+<br/>
+
+<style>
+    table td { padding:5px; border:1px solid #aaa;}
+    table { width:95%; border-collapse:collapse; }
+    #vendor-notes { padding:5px; border:1px solid #aaa; }
+</style>
+<table id='vendor-table'>
+  <tr>
+    <td valign='top'>Vendor</td>
+    <td>
+      <div>[% target.provider.name %]</div>
+      <div>[% target.provider.addresses.0.street1 %]</div>
+      <div>[% target.provider.addresses.0.street2 %]</div>
+      <div>[% target.provider.addresses.0.city %]</div>
+      <div>[% target.provider.addresses.0.state %]</div>
+      <div>[% target.provider.addresses.0.country %]</div>
+      <div>[% target.provider.addresses.0.post_code %]</div>
+    </td>
+    <td valign='top'>Ship to / Bill to</td>
+    <td>
+      <div>[% target.ordering_agency.name %]</div>
+      <div>[% target.ordering_agency.billing_address.street1 %]</div>
+      <div>[% target.ordering_agency.billing_address.street2 %]</div>
+      <div>[% target.ordering_agency.billing_address.city %]</div>
+      <div>[% target.ordering_agency.billing_address.state %]</div>
+      <div>[% target.ordering_agency.billing_address.country %]</div>
+      <div>[% target.ordering_agency.billing_address.post_code %]</div>
+    </td>
+  </tr>
+</table>
+
+<br/><br/>
+<fieldset id='vendor-notes'>
+    <legend>Notes to the Vendor</legend>
+    <ul>
+    [% FOR note IN target.notes %]
+        [% IF note.vendor_public == 't' %]
+            <li>[% note.value %]</li>
+        [% END %]
+    [% END %]
+    </ul>
+</fieldset>
+<br/><br/>
+
+<table>
+  <thead>
+    <tr>
+      <th>PO#</th>
+      <th>ISBN or Item #</th>
+      <th>Title</th>
+      <th>Quantity</th>
+      <th>Unit Price</th>
+      <th>Line Total</th>
+      <th>Notes</th>
+    </tr>
+  </thead>
+  <tbody>
+
+  [% subtotal = 0 %]
+  [% FOR li IN target.lineitems %]
+
+  <tr>
+    [% count = li.lineitem_details.size %]
+    [% price = li.estimated_unit_price %]
+    [% litotal = (price * count) %]
+    [% subtotal = subtotal + litotal %]
+    [% 
+        ident_attr = helpers.get_li_order_ident(li.attributes);
+        SET ident_value = ident_attr.attr_value IF ident_attr;
+    %]
+    <td>[% target.id %]</td>
+    <td>[% ident_value %]</td>
+    <td>[% PROCESS get_li_attr attr_name = 'title' %]</td>
+    <td>[% count %]</td>
+    <td>[% price %]</td>
+    <td>[% litotal %]</td>
+    <td>
+        <ul>
+        [% FOR note IN li.lineitem_notes %]
+            [% IF note.vendor_public == 't' %]
+                <li>[% note.value %]</li>
+            [% END %]
+        [% END %]
+        </ul>
+    </td>
+  </tr>
+  [% END %]
+  <tr>
+    <td/><td/><td/><td/>
+    <td>Subtotal</td>
+    <td>[% subtotal %]</td>
+  </tr>
+  </tbody>
+</table>
+
+<br/>
+
+Total Line Item Count: [% target.lineitems.size %]
+$$;
+
+-- lineitem worksheet
+UPDATE action_trigger.event_definition SET template =
+$$
+[%- USE date -%]
+[%- SET li = target; -%]
+<div class="wrapper">
+    <div class="summary" style='font-size:110%; font-weight:bold;'>
+
+        <div>Title: [% helpers.get_li_attr("title", "", li.attributes) %]</div>
+        <div>Author: [% helpers.get_li_attr("author", "", li.attributes) %]</div>
+        <div class="count">Item Count: [% li.lineitem_details.size %]</div>
+        <div class="lineid">Lineitem ID: [% li.id %]</div>
+        <div>Open Holds: [% helpers.bre_open_hold_count(li.eg_bib_id) %]</div>
+        [% IF li.cancel_reason.label %]
+        <div>[% li.cancel_reason.label %]</div>
+        [% END %]
+
+        [% IF li.distribution_formulas.size > 0 %]
+            [% SET forms = [] %]
+            [% FOREACH form IN li.distribution_formulas; forms.push(form.formula.name); END %]
+            <div>Distribution Formulas: [% forms.join(',') %]</div>
+        [% END %]
+
+        [% IF li.lineitem_notes.size > 0 %]
+            Lineitem Notes:
+            <ul>
+                [%- FOR note IN li.lineitem_notes -%]
+                    <li>
+                    [% IF note.alert_text %]
+                        [% note.alert_text.code -%] 
+                        [% IF note.value -%]
+                            : [% note.value %]
+                        [% END %]
+                    [% ELSE %]
+                        [% note.value -%] 
+                    [% END %]
+                    </li>
+                [% END %]
+            </ul>
+        [% END %]
+    </div>
+    <br/>
+    <table>
+        <thead>
+            <tr>
+                <th>Branch</th>
+                <th>Barcode</th>
+                <th>Call Number</th>
+                <th>Fund</th>
+                <th>Shelving Location</th>
+                <th>Recd.</th>
+                <th>Notes</th>
+                <th>Delayed / Canceled</th>
+            </tr>
+        </thead>
+        <tbody>
+        <!-- set detail.owning_lib from fm object to org name -->
+        [% FOREACH detail IN li.lineitem_details %]
+            [% detail.owning_lib = detail.owning_lib.shortname %]
+        [% END %]
+
+        [% FOREACH detail IN li.lineitem_details.sort('owning_lib') %]
+            [% 
+                IF detail.eg_copy_id;
+                    SET copy = detail.eg_copy_id;
+                    SET cn_label = copy.call_number.label;
+                ELSE; 
+                    SET copy = detail; 
+                    SET cn_label = detail.cn_label;
+                END 
+            %]
+            <tr>
+                <!-- acq.lineitem_detail.id = [%- detail.id -%] -->
+                <td style='padding:5px;'>[% detail.owning_lib %]</td>
+                <td style='padding:5px;'>[% IF copy.barcode   %]<span class="barcode"  >[% detail.barcode   %]</span>[% END %]</td>
+                <td style='padding:5px;'>[% IF cn_label %]<span class="cn_label" >[% cn_label  %]</span>[% END %]</td>
+                <td style='padding:5px;'>[% IF detail.fund %]<span class="fund">[% detail.fund.code %] ([% detail.fund.year %])</span>[% END %]</td>
+                <td style='padding:5px;'>[% copy.location.name %]</td>
+                <td style='padding:5px;'>[% IF detail.recv_time %]<span class="recv_time">[% detail.recv_time %]</span>[% END %]</td>
+                <td style='padding:5px;'>[% detail.note %]</td>
+                <td style='padding:5px;'>[% detail.cancel_reason.label %]</td>
+            </tr>
+        [% END %]
+        </tbody>
+    </table>
+</div>
+$$
+WHERE id = 14 AND template = 
+$$
+[%- USE date -%]
+[%- SET li = target; -%]
+<div class="wrapper">
+    <div class="summary" style='font-size:110%; font-weight:bold;'>
+
+        <div>Title: [% helpers.get_li_attr("title", "", li.attributes) %]</div>
+        <div>Author: [% helpers.get_li_attr("author", "", li.attributes) %]</div>
+        <div class="count">Item Count: [% li.lineitem_details.size %]</div>
+        <div class="lineid">Lineitem ID: [% li.id %]</div>
+        <div>Open Holds: [% helpers.bre_open_hold_count(li.eg_bib_id) %]</div>
+
+        [% IF li.distribution_formulas.size > 0 %]
+            [% SET forms = [] %]
+            [% FOREACH form IN li.distribution_formulas; forms.push(form.formula.name); END %]
+            <div>Distribution Formulas: [% forms.join(',') %]</div>
+        [% END %]
+
+        [% IF li.lineitem_notes.size > 0 %]
+            Lineitem Notes:
+            <ul>
+                [%- FOR note IN li.lineitem_notes -%]
+                    <li>
+                    [% IF note.alert_text %]
+                        [% note.alert_text.code -%] 
+                        [% IF note.value -%]
+                            : [% note.value %]
+                        [% END %]
+                    [% ELSE %]
+                        [% note.value -%] 
+                    [% END %]
+                    </li>
+                [% END %]
+            </ul>
+        [% END %]
+    </div>
+    <br/>
+    <table>
+        <thead>
+            <tr>
+                <th>Branch</th>
+                <th>Barcode</th>
+                <th>Call Number</th>
+                <th>Fund</th>
+                <th>Shelving Location</th>
+                <th>Recd.</th>
+                <th>Notes</th>
+            </tr>
+        </thead>
+        <tbody>
+        <!-- set detail.owning_lib from fm object to org name -->
+        [% FOREACH detail IN li.lineitem_details %]
+            [% detail.owning_lib = detail.owning_lib.shortname %]
+        [% END %]
+
+        [% FOREACH detail IN li.lineitem_details.sort('owning_lib') %]
+            [% 
+                IF detail.eg_copy_id;
+                    SET copy = detail.eg_copy_id;
+                    SET cn_label = copy.call_number.label;
+                ELSE; 
+                    SET copy = detail; 
+                    SET cn_label = detail.cn_label;
+                END 
+            %]
+            <tr>
+                <!-- acq.lineitem_detail.id = [%- detail.id -%] -->
+                <td style='padding:5px;'>[% detail.owning_lib %]</td>
+                <td style='padding:5px;'>[% IF copy.barcode   %]<span class="barcode"  >[% detail.barcode   %]</span>[% END %]</td>
+                <td style='padding:5px;'>[% IF cn_label %]<span class="cn_label" >[% cn_label  %]</span>[% END %]</td>
+                <td style='padding:5px;'>[% IF detail.fund %]<span class="fund">[% detail.fund.code %] ([% detail.fund.year %])</span>[% END %]</td>
+                <td style='padding:5px;'>[% copy.location.name %]</td>
+                <td style='padding:5px;'>[% IF detail.recv_time %]<span class="recv_time">[% detail.recv_time %]</span>[% END %]</td>
+                <td style='padding:5px;'>[% detail.note %]</td>
+            </tr>
+        [% END %]
+        </tbody>
+    </table>
+</div>
+$$;
+
+
 COMMIT;