BEFORE INSERT OR UPDATE ON config.db_patch_dependencies
FOR EACH ROW EXECUTE PROCEDURE evergreen.array_overlap_check ('deprecates');
-INSERT INTO config.upgrade_log (version, applied_to) VALUES ('0561', :eg_version); -- miker
+INSERT INTO config.upgrade_log (version, applied_to) VALUES ('0562', :eg_version); -- berick
CREATE TABLE config.bib_source (
id SERIAL PRIMARY KEY,
END IF;
-- Ditto
- IF item_object.active_date IS NOT NULL THEN
- SELECT INTO my_item_age age(item_object.active_date);
- END IF;
+ SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
-- Grab the closest set circ weight setting.
SELECT INTO weights cw.*
SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = item_cn_object.record;
- IF item_object.active_date IS NOT NULL THEN
- SELECT INTO my_item_age age(item_object.active_date);
- END IF;
+ SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
-- The item's owner should probably be the one determining if the item is holdable
-- How to decide that is debatable. Decided to default to the circ library (where the item lives)
--- /dev/null
+-- Evergreen DB patch 0562.schema.copy_active_date.sql
+--
+-- Active Date
+
+BEGIN;
+
+-- check whether patch can be applied
+SELECT evergreen.upgrade_deps_block_check('0562', :eg_version);
+
+ALTER TABLE asset.copy
+ ADD COLUMN active_date TIMESTAMP WITH TIME ZONE;
+
+ALTER TABLE auditor.asset_copy_history
+ ADD COLUMN active_date TIMESTAMP WITH TIME ZONE;
+
+ALTER TABLE config.copy_status
+ ADD COLUMN copy_active BOOL NOT NULL DEFAULT FALSE;
+
+ALTER TABLE config.circ_matrix_weights
+ ADD COLUMN item_age NUMERIC(6,2) NOT NULL DEFAULT 0.0;
+
+ALTER TABLE config.hold_matrix_weights
+ ADD COLUMN item_age NUMERIC(6,2) NOT NULL DEFAULT 0.0;
+
+-- The two defaults above were to stop erroring on NOT NULL
+-- Remove them here
+ALTER TABLE config.circ_matrix_weights
+ ALTER COLUMN item_age DROP DEFAULT;
+
+ALTER TABLE config.hold_matrix_weights
+ ALTER COLUMN item_age DROP DEFAULT;
+
+ALTER TABLE config.circ_matrix_matchpoint
+ ADD COLUMN item_age INTERVAL;
+
+ALTER TABLE config.hold_matrix_matchpoint
+ ADD COLUMN item_age INTERVAL;
+
+CREATE OR REPLACE FUNCTION asset.acp_status_changed()
+RETURNS TRIGGER AS $$
+BEGIN
+ IF NEW.status <> OLD.status THEN
+ NEW.status_changed_time := now();
+ IF NEW.active_date IS NULL AND NEW.status IN (SELECT id FROM config.copy_status WHERE copy_active = true) THEN
+ NEW.active_date := now();
+ END IF;
+ END IF;
+ RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION asset.acp_created()
+RETURNS TRIGGER AS $$
+BEGIN
+ IF NEW.active_date IS NULL AND NEW.status IN (SELECT id FROM config.copy_status WHERE copy_active = true) THEN
+ NEW.active_date := now();
+ END IF;
+ IF NEW.status_changed_time IS NULL THEN
+ NEW.status_changed_time := now();
+ END IF;
+ RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE TRIGGER acp_created_trig
+ BEFORE INSERT ON asset.copy
+ FOR EACH ROW EXECUTE PROCEDURE asset.acp_created();
+
+CREATE TRIGGER sunit_created_trig
+ BEFORE INSERT ON serial.unit
+ FOR EACH ROW EXECUTE PROCEDURE asset.acp_created();
+
+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 $func$
+DECLARE
+ matchpoint_id INT;
+ user_object actor.usr%ROWTYPE;
+ age_protect_object config.rule_age_hold_protect%ROWTYPE;
+ standing_penalty config.standing_penalty%ROWTYPE;
+ transit_range_ou_type actor.org_unit_type%ROWTYPE;
+ transit_source actor.org_unit%ROWTYPE;
+ item_object asset.copy%ROWTYPE;
+ item_cn_object asset.call_number%ROWTYPE;
+ ou_skip actor.org_unit_setting%ROWTYPE;
+ result action.matrix_test_result;
+ hold_test config.hold_matrix_matchpoint%ROWTYPE;
+ use_active_date TEXT;
+ age_protect_date TIMESTAMP WITH TIME ZONE;
+ hold_count INT;
+ hold_transit_prox INT;
+ frozen_hold_count INT;
+ context_org_list INT[];
+ done BOOL := FALSE;
+BEGIN
+ SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
+ SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( pickup_ou );
+
+ result.success := TRUE;
+
+ -- Fail if we couldn't find a user
+ IF user_object.id IS NULL THEN
+ result.fail_part := 'no_user';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ RETURN;
+ END IF;
+
+ SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
+
+ -- Fail if we couldn't find a copy
+ IF item_object.id IS NULL THEN
+ result.fail_part := 'no_item';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ RETURN;
+ END IF;
+
+ SELECT INTO matchpoint_id action.find_hold_matrix_matchpoint(pickup_ou, request_ou, match_item, match_user, match_requestor);
+ result.matchpoint := matchpoint_id;
+
+ SELECT INTO ou_skip * FROM actor.org_unit_setting WHERE name = 'circ.holds.target_skip_me' AND org_unit = item_object.circ_lib;
+
+ -- Fail if the circ_lib for the item has circ.holds.target_skip_me set to true
+ IF ou_skip.id IS NOT NULL AND ou_skip.value = 'true' THEN
+ result.fail_part := 'circ.holds.target_skip_me';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ RETURN;
+ END IF;
+
+ -- Fail if user is barred
+ IF user_object.barred IS TRUE THEN
+ result.fail_part := 'actor.usr.barred';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ RETURN;
+ END IF;
+
+ -- Fail if we couldn't find any matchpoint (requires a default)
+ IF matchpoint_id IS NULL THEN
+ result.fail_part := 'no_matchpoint';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ RETURN;
+ END IF;
+
+ SELECT INTO hold_test * FROM config.hold_matrix_matchpoint WHERE id = matchpoint_id;
+
+ IF hold_test.holdable IS FALSE THEN
+ result.fail_part := 'config.hold_matrix_test.holdable';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ END IF;
+
+ IF hold_test.transit_range IS NOT NULL THEN
+ SELECT INTO transit_range_ou_type * FROM actor.org_unit_type WHERE id = hold_test.transit_range;
+ IF hold_test.distance_is_from_owner THEN
+ 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;
+ ELSE
+ SELECT INTO transit_source * FROM actor.org_unit WHERE id = item_object.circ_lib;
+ END IF;
+
+ PERFORM * FROM actor.org_unit_descendants( transit_source.id, transit_range_ou_type.depth ) WHERE id = pickup_ou;
+
+ IF NOT FOUND THEN
+ result.fail_part := 'transit_range';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ END IF;
+ END IF;
+
+ FOR standing_penalty IN
+ SELECT DISTINCT csp.*
+ FROM actor.usr_standing_penalty usp
+ JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
+ WHERE usr = match_user
+ AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
+ AND (usp.stop_date IS NULL or usp.stop_date > NOW())
+ AND csp.block_list LIKE '%HOLD%' LOOP
+
+ result.fail_part := standing_penalty.name;
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ END LOOP;
+
+ IF hold_test.stop_blocked_user IS TRUE THEN
+ FOR standing_penalty IN
+ SELECT DISTINCT csp.*
+ FROM actor.usr_standing_penalty usp
+ JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
+ WHERE usr = match_user
+ AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
+ AND (usp.stop_date IS NULL or usp.stop_date > NOW())
+ AND csp.block_list LIKE '%CIRC%' LOOP
+
+ result.fail_part := standing_penalty.name;
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ END LOOP;
+ END IF;
+
+ IF hold_test.max_holds IS NOT NULL AND NOT retargetting THEN
+ SELECT INTO hold_count COUNT(*)
+ FROM action.hold_request
+ WHERE usr = match_user
+ AND fulfillment_time IS NULL
+ AND cancel_time IS NULL
+ AND CASE WHEN hold_test.include_frozen_holds THEN TRUE ELSE frozen IS FALSE END;
+
+ IF hold_count >= hold_test.max_holds THEN
+ result.fail_part := 'config.hold_matrix_test.max_holds';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ END IF;
+ END IF;
+
+ IF item_object.age_protect IS NOT NULL THEN
+ SELECT INTO age_protect_object * FROM config.rule_age_hold_protect WHERE id = item_object.age_protect;
+ IF hold_test.distance_is_from_owner THEN
+ SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_cn_object.owning_lib);
+ ELSE
+ SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_object.circ_lib);
+ END IF;
+ IF use_active_date = 'true' THEN
+ age_protect_date := COALESCE(item_object.active_date, NOW());
+ ELSE
+ age_protect_date := item_object.create_date;
+ END IF;
+ IF age_protect_date + age_protect_object.age > NOW() THEN
+ IF hold_test.distance_is_from_owner THEN
+ SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
+ SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_cn_object.owning_lib AND to_org = pickup_ou;
+ ELSE
+ SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_object.circ_lib AND to_org = pickup_ou;
+ END IF;
+
+ IF hold_transit_prox > age_protect_object.prox THEN
+ result.fail_part := 'config.rule_age_hold_protect.prox';
+ result.success := FALSE;
+ done := TRUE;
+ RETURN NEXT result;
+ END IF;
+ END IF;
+ END IF;
+
+ IF NOT done THEN
+ RETURN NEXT result;
+ END IF;
+
+ RETURN;
+END;
+$func$ LANGUAGE plpgsql;
+
+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 $func$
+DECLARE
+ cn_object asset.call_number%ROWTYPE;
+ rec_descriptor metabib.rec_descriptor%ROWTYPE;
+ cur_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
+ matchpoint config.circ_matrix_matchpoint%ROWTYPE;
+ weights config.circ_matrix_weights%ROWTYPE;
+ user_age INTERVAL;
+ my_item_age INTERVAL;
+ denominator NUMERIC(6,2);
+ row_list INT[];
+ result action.found_circ_matrix_matchpoint;
+BEGIN
+ -- Assume failure
+ result.success = false;
+
+ -- Fetch useful data
+ SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number;
+ SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = cn_object.record;
+
+ -- Pre-generate this so we only calc it once
+ IF user_object.dob IS NOT NULL THEN
+ SELECT INTO user_age age(user_object.dob);
+ END IF;
+
+ -- Ditto
+ SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
+
+ -- Grab the closest set circ weight setting.
+ SELECT INTO weights cw.*
+ FROM config.weight_assoc wa
+ JOIN config.circ_matrix_weights cw ON (cw.id = wa.circ_weights)
+ JOIN actor.org_unit_ancestors_distance( context_ou ) d ON (wa.org_unit = d.id)
+ WHERE active
+ ORDER BY d.distance
+ LIMIT 1;
+
+ -- No weights? Bad admin! Defaults to handle that anyway.
+ IF weights.id IS NULL THEN
+ weights.grp := 11.0;
+ weights.org_unit := 10.0;
+ weights.circ_modifier := 5.0;
+ weights.marc_type := 4.0;
+ weights.marc_form := 3.0;
+ weights.marc_bib_level := 2.0;
+ weights.marc_vr_format := 2.0;
+ weights.copy_circ_lib := 8.0;
+ weights.copy_owning_lib := 8.0;
+ weights.user_home_ou := 8.0;
+ weights.ref_flag := 1.0;
+ weights.juvenile_flag := 6.0;
+ weights.is_renewal := 7.0;
+ weights.usr_age_lower_bound := 0.0;
+ weights.usr_age_upper_bound := 0.0;
+ weights.item_age := 0.0;
+ END IF;
+
+ -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
+ -- If you break your org tree with funky parenting this may be wrong
+ -- 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
+ -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
+ WITH all_distance(distance) AS (
+ SELECT depth AS distance FROM actor.org_unit_type
+ UNION
+ SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
+ )
+ SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
+
+ -- Loop over all the potential matchpoints
+ FOR cur_matchpoint IN
+ SELECT m.*
+ FROM config.circ_matrix_matchpoint m
+ /*LEFT*/ JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.grp = upgad.id
+ /*LEFT*/ JOIN actor.org_unit_ancestors_distance( context_ou ) ctoua ON m.org_unit = ctoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( cn_object.owning_lib ) cnoua ON m.copy_owning_lib = cnoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.copy_circ_lib = iooua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
+ WHERE m.active
+ -- Permission Groups
+ -- AND (m.grp IS NULL OR upgad.id IS NOT NULL) -- Optional Permission Group?
+ -- Org Units
+ -- AND (m.org_unit IS NULL OR ctoua.id IS NOT NULL) -- Optional Org Unit?
+ AND (m.copy_owning_lib IS NULL OR cnoua.id IS NOT NULL)
+ AND (m.copy_circ_lib IS NULL OR iooua.id IS NOT NULL)
+ AND (m.user_home_ou IS NULL OR uhoua.id IS NOT NULL)
+ -- Circ Type
+ AND (m.is_renewal IS NULL OR m.is_renewal = renewal)
+ -- Static User Checks
+ AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
+ AND (m.usr_age_lower_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_lower_bound < user_age))
+ AND (m.usr_age_upper_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_upper_bound > user_age))
+ -- Static Item Checks
+ AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
+ AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
+ AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
+ AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
+ AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
+ AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
+ AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
+ ORDER BY
+ -- Permission Groups
+ CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.grp - (upgad.distance/denominator)) ELSE 0.0 END +
+ -- Org Units
+ CASE WHEN ctoua.distance IS NOT NULL THEN 2^(2*weights.org_unit - (ctoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.copy_owning_lib - (cnoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.copy_circ_lib - (iooua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
+ -- Circ Type -- Note: 4^x is equiv to 2^(2*x)
+ CASE WHEN m.is_renewal IS NOT NULL THEN 4^weights.is_renewal ELSE 0.0 END +
+ -- Static User Checks
+ CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
+ CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 4^weights.usr_age_lower_bound ELSE 0.0 END +
+ CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 4^weights.usr_age_upper_bound ELSE 0.0 END +
+ -- Static Item Checks
+ CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
+ CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
+ CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
+ CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
+ CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
+ -- Item age has a slight adjustment to weight based on value.
+ -- This should ensure that a shorter age limit comes first when all else is equal.
+ -- NOTE: This assumes that intervals will normally be in days.
+ 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,
+ -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
+ -- This prevents "we changed the table order by updating a rule, and we started getting different results"
+ m.id LOOP
+
+ -- Record the full matching row list
+ row_list := row_list || cur_matchpoint.id;
+
+ -- No matchpoint yet?
+ IF matchpoint.id IS NULL THEN
+ -- Take the entire matchpoint as a starting point
+ matchpoint := cur_matchpoint;
+ CONTINUE; -- No need to look at this row any more.
+ END IF;
+
+ -- Incomplete matchpoint?
+ IF matchpoint.circulate IS NULL THEN
+ matchpoint.circulate := cur_matchpoint.circulate;
+ END IF;
+ IF matchpoint.duration_rule IS NULL THEN
+ matchpoint.duration_rule := cur_matchpoint.duration_rule;
+ END IF;
+ IF matchpoint.recurring_fine_rule IS NULL THEN
+ matchpoint.recurring_fine_rule := cur_matchpoint.recurring_fine_rule;
+ END IF;
+ IF matchpoint.max_fine_rule IS NULL THEN
+ matchpoint.max_fine_rule := cur_matchpoint.max_fine_rule;
+ END IF;
+ IF matchpoint.hard_due_date IS NULL THEN
+ matchpoint.hard_due_date := cur_matchpoint.hard_due_date;
+ END IF;
+ IF matchpoint.total_copy_hold_ratio IS NULL THEN
+ matchpoint.total_copy_hold_ratio := cur_matchpoint.total_copy_hold_ratio;
+ END IF;
+ IF matchpoint.available_copy_hold_ratio IS NULL THEN
+ matchpoint.available_copy_hold_ratio := cur_matchpoint.available_copy_hold_ratio;
+ END IF;
+ IF matchpoint.renewals IS NULL THEN
+ matchpoint.renewals := cur_matchpoint.renewals;
+ END IF;
+ IF matchpoint.grace_period IS NULL THEN
+ matchpoint.grace_period := cur_matchpoint.grace_period;
+ END IF;
+ END LOOP;
+
+ -- Check required fields
+ IF matchpoint.circulate IS NOT NULL AND
+ matchpoint.duration_rule IS NOT NULL AND
+ matchpoint.recurring_fine_rule IS NOT NULL AND
+ matchpoint.max_fine_rule IS NOT NULL THEN
+ -- All there? We have a completed match.
+ result.success := true;
+ END IF;
+
+ -- Include the assembled matchpoint, even if it isn't complete
+ result.matchpoint := matchpoint;
+
+ -- Include (for debugging) the full list of matching rows
+ result.buildrows := row_list;
+
+ -- Hand the result back to caller
+ RETURN result;
+END;
+$func$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint(pickup_ou integer, request_ou integer, match_item bigint, match_user integer, match_requestor integer)
+ RETURNS integer AS
+$func$
+DECLARE
+ requestor_object actor.usr%ROWTYPE;
+ user_object actor.usr%ROWTYPE;
+ item_object asset.copy%ROWTYPE;
+ item_cn_object asset.call_number%ROWTYPE;
+ my_item_age INTERVAL;
+ rec_descriptor metabib.rec_descriptor%ROWTYPE;
+ matchpoint config.hold_matrix_matchpoint%ROWTYPE;
+ weights config.hold_matrix_weights%ROWTYPE;
+ denominator NUMERIC(6,2);
+BEGIN
+ SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
+ SELECT INTO requestor_object * FROM actor.usr WHERE id = match_requestor;
+ SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
+ SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
+ SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = item_cn_object.record;
+
+ SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
+
+ -- The item's owner should probably be the one determining if the item is holdable
+ -- How to decide that is debatable. Decided to default to the circ library (where the item lives)
+ -- This flag will allow for setting it to the owning library (where the call number "lives")
+ PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.weight_owner_not_circ' AND enabled;
+
+ -- Grab the closest set circ weight setting.
+ IF NOT FOUND THEN
+ -- Default to circ library
+ SELECT INTO weights hw.*
+ FROM config.weight_assoc wa
+ JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
+ JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) d ON (wa.org_unit = d.id)
+ WHERE active
+ ORDER BY d.distance
+ LIMIT 1;
+ ELSE
+ -- Flag is set, use owning library
+ SELECT INTO weights hw.*
+ FROM config.weight_assoc wa
+ JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
+ JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) d ON (wa.org_unit = d.id)
+ WHERE active
+ ORDER BY d.distance
+ LIMIT 1;
+ END IF;
+
+ -- No weights? Bad admin! Defaults to handle that anyway.
+ IF weights.id IS NULL THEN
+ weights.user_home_ou := 5.0;
+ weights.request_ou := 5.0;
+ weights.pickup_ou := 5.0;
+ weights.item_owning_ou := 5.0;
+ weights.item_circ_ou := 5.0;
+ weights.usr_grp := 7.0;
+ weights.requestor_grp := 8.0;
+ weights.circ_modifier := 4.0;
+ weights.marc_type := 3.0;
+ weights.marc_form := 2.0;
+ weights.marc_bib_level := 1.0;
+ weights.marc_vr_format := 1.0;
+ weights.juvenile_flag := 4.0;
+ weights.ref_flag := 0.0;
+ weights.item_age := 0.0;
+ END IF;
+
+ -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
+ -- If you break your org tree with funky parenting this may be wrong
+ -- 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
+ -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
+ WITH all_distance(distance) AS (
+ SELECT depth AS distance FROM actor.org_unit_type
+ UNION
+ SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
+ )
+ SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
+
+ -- To ATTEMPT to make this work like it used to, make it reverse the user/requestor profile ids.
+ -- This may be better implemented as part of the upgrade script?
+ -- Set usr_grp = requestor_grp, requestor_grp = 1 or something when this flag is already set
+ -- Then remove this flag, of course.
+ PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.usr_not_requestor' AND enabled;
+
+ IF FOUND THEN
+ -- Note: This, to me, is REALLY hacky. I put it in anyway.
+ -- If you can't tell, this is a single call swap on two variables.
+ SELECT INTO user_object.profile, requestor_object.profile
+ requestor_object.profile, user_object.profile;
+ END IF;
+
+ -- Select the winning matchpoint into the matchpoint variable for returning
+ SELECT INTO matchpoint m.*
+ FROM config.hold_matrix_matchpoint m
+ /*LEFT*/ JOIN permission.grp_ancestors_distance( requestor_object.profile ) rpgad ON m.requestor_grp = rpgad.id
+ LEFT JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.usr_grp = upgad.id
+ LEFT JOIN actor.org_unit_ancestors_distance( pickup_ou ) puoua ON m.pickup_ou = puoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( request_ou ) rqoua ON m.request_ou = rqoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) cnoua ON m.item_owning_ou = cnoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.item_circ_ou = iooua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
+ WHERE m.active
+ -- Permission Groups
+ -- AND (m.requestor_grp IS NULL OR upgad.id IS NOT NULL) -- Optional Requestor Group?
+ AND (m.usr_grp IS NULL OR upgad.id IS NOT NULL)
+ -- Org Units
+ AND (m.pickup_ou IS NULL OR (puoua.id IS NOT NULL AND (puoua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.request_ou IS NULL OR (rqoua.id IS NOT NULL AND (rqoua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.item_owning_ou IS NULL OR (cnoua.id IS NOT NULL AND (cnoua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.item_circ_ou IS NULL OR (iooua.id IS NOT NULL AND (iooua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.user_home_ou IS NULL OR (uhoua.id IS NOT NULL AND (uhoua.distance = 0 OR NOT m.strict_ou_match)))
+ -- Static User Checks
+ AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
+ -- Static Item Checks
+ AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
+ AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
+ AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
+ AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
+ AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
+ AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
+ AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
+ ORDER BY
+ -- Permission Groups
+ CASE WHEN rpgad.distance IS NOT NULL THEN 2^(2*weights.requestor_grp - (rpgad.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.usr_grp - (upgad.distance/denominator)) ELSE 0.0 END +
+ -- Org Units
+ CASE WHEN puoua.distance IS NOT NULL THEN 2^(2*weights.pickup_ou - (puoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN rqoua.distance IS NOT NULL THEN 2^(2*weights.request_ou - (rqoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.item_owning_ou - (cnoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.item_circ_ou - (iooua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
+ -- Static User Checks -- Note: 4^x is equiv to 2^(2*x)
+ CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
+ -- Static Item Checks
+ CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
+ CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
+ CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
+ CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
+ CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
+ -- Item age has a slight adjustment to weight based on value.
+ -- This should ensure that a shorter age limit comes first when all else is equal.
+ -- NOTE: This assumes that intervals will normally be in days.
+ 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,
+ -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
+ -- This prevents "we changed the table order by updating a rule, and we started getting different results"
+ m.id;
+
+ -- Return just the ID for now
+ RETURN matchpoint.id;
+END;
+$func$ LANGUAGE 'plpgsql';
+
+DROP INDEX IF EXISTS config.ccmm_once_per_paramset;
+
+DROP INDEX IF EXISTS config.chmm_once_per_paramset;
+
+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;
+
+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;
+
+UPDATE config.copy_status SET copy_active = true WHERE id IN (0, 1, 7, 8, 10, 12, 15);
+
+INSERT into config.org_unit_setting_type
+( name, label, description, datatype ) VALUES
+( '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');
+
+-- Assume create date when item is in status we would update active date for anyway
+UPDATE asset.copy SET active_date = create_date WHERE status IN (SELECT id FROM config.copy_status WHERE copy_active = true);
+
+-- Assume create date for any item with circs
+UPDATE asset.copy SET active_date = create_date WHERE id IN (SELECT id FROM extend_reporter.full_circ_count WHERE circ_count > 0);
+
+-- Assume create date for status change time while we are at it. Because being created WAS a change in status.
+UPDATE asset.copy SET status_changed_time = create_date WHERE status_changed_time IS NULL;
+
+COMMIT;
+++ /dev/null
-ALTER TABLE asset.copy
- ADD COLUMN active_date TIMESTAMP WITH TIME ZONE;
-
-ALTER TABLE auditor.asset_copy_history
- ADD COLUMN active_date TIMESTAMP WITH TIME ZONE;
-
-ALTER TABLE config.copy_status
- ADD COLUMN copy_active BOOL NOT NULL DEFAULT FALSE;
-
-ALTER TABLE config.circ_matrix_weights
- ADD COLUMN item_age NUMERIC(6,2) NOT NULL DEFAULT 0.0;
-
-ALTER TABLE config.hold_matrix_weights
- ADD COLUMN item_age NUMERIC(6,2) NOT NULL DEFAULT 0.0;
-
--- The two defaults above were to stop erroring on NOT NULL
--- Remove them here
-ALTER TABLE config.circ_matrix_weights
- ALTER COLUMN item_age DROP DEFAULT;
-
-ALTER TABLE config.hold_matrix_weights
- ALTER COLUMN item_age DROP DEFAULT;
-
-ALTER TABLE config.circ_matrix_matchpoint
- ADD COLUMN item_age INTERVAL;
-
-ALTER TABLE config.hold_matrix_matchpoint
- ADD COLUMN item_age INTERVAL;
-
-CREATE OR REPLACE FUNCTION asset.acp_status_changed()
-RETURNS TRIGGER AS $$
-BEGIN
- IF NEW.status <> OLD.status THEN
- NEW.status_changed_time := now();
- IF NEW.active_date IS NULL AND NEW.status IN (SELECT id FROM config.copy_status WHERE copy_active = true) THEN
- NEW.active_date := now();
- END IF;
- END IF;
- RETURN NEW;
-END;
-$$ LANGUAGE plpgsql;
-
-CREATE OR REPLACE FUNCTION asset.acp_created()
-RETURNS TRIGGER AS $$
-BEGIN
- IF NEW.active_date IS NULL AND NEW.status IN (SELECT id FROM config.copy_status WHERE copy_active = true) THEN
- NEW.active_date := now();
- END IF;
- IF NEW.status_changed_time IS NULL THEN
- NEW.status_changed_time := now();
- END IF;
- RETURN NEW;
-END;
-$$ LANGUAGE plpgsql;
-
-CREATE TRIGGER acp_created_trig
- BEFORE INSERT ON asset.copy
- FOR EACH ROW EXECUTE PROCEDURE asset.acp_created();
-
-CREATE TRIGGER sunit_created_trig
- BEFORE INSERT ON serial.unit
- FOR EACH ROW EXECUTE PROCEDURE asset.acp_created();
-
-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 $func$
-DECLARE
- matchpoint_id INT;
- user_object actor.usr%ROWTYPE;
- age_protect_object config.rule_age_hold_protect%ROWTYPE;
- standing_penalty config.standing_penalty%ROWTYPE;
- transit_range_ou_type actor.org_unit_type%ROWTYPE;
- transit_source actor.org_unit%ROWTYPE;
- item_object asset.copy%ROWTYPE;
- item_cn_object asset.call_number%ROWTYPE;
- ou_skip actor.org_unit_setting%ROWTYPE;
- result action.matrix_test_result;
- hold_test config.hold_matrix_matchpoint%ROWTYPE;
- use_active_date TEXT;
- age_protect_date TIMESTAMP WITH TIME ZONE;
- hold_count INT;
- hold_transit_prox INT;
- frozen_hold_count INT;
- context_org_list INT[];
- done BOOL := FALSE;
-BEGIN
- SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
- SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( pickup_ou );
-
- result.success := TRUE;
-
- -- Fail if we couldn't find a user
- IF user_object.id IS NULL THEN
- result.fail_part := 'no_user';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- RETURN;
- END IF;
-
- SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
-
- -- Fail if we couldn't find a copy
- IF item_object.id IS NULL THEN
- result.fail_part := 'no_item';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- RETURN;
- END IF;
-
- SELECT INTO matchpoint_id action.find_hold_matrix_matchpoint(pickup_ou, request_ou, match_item, match_user, match_requestor);
- result.matchpoint := matchpoint_id;
-
- SELECT INTO ou_skip * FROM actor.org_unit_setting WHERE name = 'circ.holds.target_skip_me' AND org_unit = item_object.circ_lib;
-
- -- Fail if the circ_lib for the item has circ.holds.target_skip_me set to true
- IF ou_skip.id IS NOT NULL AND ou_skip.value = 'true' THEN
- result.fail_part := 'circ.holds.target_skip_me';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- RETURN;
- END IF;
-
- -- Fail if user is barred
- IF user_object.barred IS TRUE THEN
- result.fail_part := 'actor.usr.barred';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- RETURN;
- END IF;
-
- -- Fail if we couldn't find any matchpoint (requires a default)
- IF matchpoint_id IS NULL THEN
- result.fail_part := 'no_matchpoint';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- RETURN;
- END IF;
-
- SELECT INTO hold_test * FROM config.hold_matrix_matchpoint WHERE id = matchpoint_id;
-
- IF hold_test.holdable IS FALSE THEN
- result.fail_part := 'config.hold_matrix_test.holdable';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- END IF;
-
- IF hold_test.transit_range IS NOT NULL THEN
- SELECT INTO transit_range_ou_type * FROM actor.org_unit_type WHERE id = hold_test.transit_range;
- IF hold_test.distance_is_from_owner THEN
- 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;
- ELSE
- SELECT INTO transit_source * FROM actor.org_unit WHERE id = item_object.circ_lib;
- END IF;
-
- PERFORM * FROM actor.org_unit_descendants( transit_source.id, transit_range_ou_type.depth ) WHERE id = pickup_ou;
-
- IF NOT FOUND THEN
- result.fail_part := 'transit_range';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- END IF;
- END IF;
-
- FOR standing_penalty IN
- SELECT DISTINCT csp.*
- FROM actor.usr_standing_penalty usp
- JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
- WHERE usr = match_user
- AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
- AND (usp.stop_date IS NULL or usp.stop_date > NOW())
- AND csp.block_list LIKE '%HOLD%' LOOP
-
- result.fail_part := standing_penalty.name;
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- END LOOP;
-
- IF hold_test.stop_blocked_user IS TRUE THEN
- FOR standing_penalty IN
- SELECT DISTINCT csp.*
- FROM actor.usr_standing_penalty usp
- JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
- WHERE usr = match_user
- AND usp.org_unit IN ( SELECT * FROM explode_array(context_org_list) )
- AND (usp.stop_date IS NULL or usp.stop_date > NOW())
- AND csp.block_list LIKE '%CIRC%' LOOP
-
- result.fail_part := standing_penalty.name;
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- END LOOP;
- END IF;
-
- IF hold_test.max_holds IS NOT NULL AND NOT retargetting THEN
- SELECT INTO hold_count COUNT(*)
- FROM action.hold_request
- WHERE usr = match_user
- AND fulfillment_time IS NULL
- AND cancel_time IS NULL
- AND CASE WHEN hold_test.include_frozen_holds THEN TRUE ELSE frozen IS FALSE END;
-
- IF hold_count >= hold_test.max_holds THEN
- result.fail_part := 'config.hold_matrix_test.max_holds';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- END IF;
- END IF;
-
- IF item_object.age_protect IS NOT NULL THEN
- SELECT INTO age_protect_object * FROM config.rule_age_hold_protect WHERE id = item_object.age_protect;
- IF hold_test.distance_is_from_owner THEN
- SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_cn_object.owning_lib);
- ELSE
- SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_object.circ_lib);
- END IF;
- IF use_active_date = 'true' THEN
- age_protect_date := COALESCE(item_object.active_date, NOW());
- ELSE
- age_protect_date := item_object.create_date;
- END IF;
- IF age_protect_date + age_protect_object.age > NOW() THEN
- IF hold_test.distance_is_from_owner THEN
- SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
- SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_cn_object.owning_lib AND to_org = pickup_ou;
- ELSE
- SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_object.circ_lib AND to_org = pickup_ou;
- END IF;
-
- IF hold_transit_prox > age_protect_object.prox THEN
- result.fail_part := 'config.rule_age_hold_protect.prox';
- result.success := FALSE;
- done := TRUE;
- RETURN NEXT result;
- END IF;
- END IF;
- END IF;
-
- IF NOT done THEN
- RETURN NEXT result;
- END IF;
-
- RETURN;
-END;
-$func$ LANGUAGE plpgsql;
-
-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 $func$
-DECLARE
- cn_object asset.call_number%ROWTYPE;
- rec_descriptor metabib.rec_descriptor%ROWTYPE;
- cur_matchpoint config.circ_matrix_matchpoint%ROWTYPE;
- matchpoint config.circ_matrix_matchpoint%ROWTYPE;
- weights config.circ_matrix_weights%ROWTYPE;
- user_age INTERVAL;
- my_item_age INTERVAL;
- denominator NUMERIC(6,2);
- row_list INT[];
- result action.found_circ_matrix_matchpoint;
-BEGIN
- -- Assume failure
- result.success = false;
-
- -- Fetch useful data
- SELECT INTO cn_object * FROM asset.call_number WHERE id = item_object.call_number;
- SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = cn_object.record;
-
- -- Pre-generate this so we only calc it once
- IF user_object.dob IS NOT NULL THEN
- SELECT INTO user_age age(user_object.dob);
- END IF;
-
- -- Ditto
- IF item_object.active_date IS NOT NULL THEN
- SELECT INTO my_item_age age(item_object.active_date);
- END IF;
-
- -- Grab the closest set circ weight setting.
- SELECT INTO weights cw.*
- FROM config.weight_assoc wa
- JOIN config.circ_matrix_weights cw ON (cw.id = wa.circ_weights)
- JOIN actor.org_unit_ancestors_distance( context_ou ) d ON (wa.org_unit = d.id)
- WHERE active
- ORDER BY d.distance
- LIMIT 1;
-
- -- No weights? Bad admin! Defaults to handle that anyway.
- IF weights.id IS NULL THEN
- weights.grp := 11.0;
- weights.org_unit := 10.0;
- weights.circ_modifier := 5.0;
- weights.marc_type := 4.0;
- weights.marc_form := 3.0;
- weights.marc_bib_level := 2.0;
- weights.marc_vr_format := 2.0;
- weights.copy_circ_lib := 8.0;
- weights.copy_owning_lib := 8.0;
- weights.user_home_ou := 8.0;
- weights.ref_flag := 1.0;
- weights.juvenile_flag := 6.0;
- weights.is_renewal := 7.0;
- weights.usr_age_lower_bound := 0.0;
- weights.usr_age_upper_bound := 0.0;
- weights.item_age := 0.0;
- END IF;
-
- -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
- -- If you break your org tree with funky parenting this may be wrong
- -- 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
- -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
- WITH all_distance(distance) AS (
- SELECT depth AS distance FROM actor.org_unit_type
- UNION
- SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
- )
- SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
-
- -- Loop over all the potential matchpoints
- FOR cur_matchpoint IN
- SELECT m.*
- FROM config.circ_matrix_matchpoint m
- /*LEFT*/ JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.grp = upgad.id
- /*LEFT*/ JOIN actor.org_unit_ancestors_distance( context_ou ) ctoua ON m.org_unit = ctoua.id
- LEFT JOIN actor.org_unit_ancestors_distance( cn_object.owning_lib ) cnoua ON m.copy_owning_lib = cnoua.id
- LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.copy_circ_lib = iooua.id
- LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
- WHERE m.active
- -- Permission Groups
- -- AND (m.grp IS NULL OR upgad.id IS NOT NULL) -- Optional Permission Group?
- -- Org Units
- -- AND (m.org_unit IS NULL OR ctoua.id IS NOT NULL) -- Optional Org Unit?
- AND (m.copy_owning_lib IS NULL OR cnoua.id IS NOT NULL)
- AND (m.copy_circ_lib IS NULL OR iooua.id IS NOT NULL)
- AND (m.user_home_ou IS NULL OR uhoua.id IS NOT NULL)
- -- Circ Type
- AND (m.is_renewal IS NULL OR m.is_renewal = renewal)
- -- Static User Checks
- AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
- AND (m.usr_age_lower_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_lower_bound < user_age))
- AND (m.usr_age_upper_bound IS NULL OR (user_age IS NOT NULL AND m.usr_age_upper_bound > user_age))
- -- Static Item Checks
- AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
- AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
- AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
- AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
- AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
- AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
- AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
- ORDER BY
- -- Permission Groups
- CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.grp - (upgad.distance/denominator)) ELSE 0.0 END +
- -- Org Units
- CASE WHEN ctoua.distance IS NOT NULL THEN 2^(2*weights.org_unit - (ctoua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.copy_owning_lib - (cnoua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.copy_circ_lib - (iooua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
- -- Circ Type -- Note: 4^x is equiv to 2^(2*x)
- CASE WHEN m.is_renewal IS NOT NULL THEN 4^weights.is_renewal ELSE 0.0 END +
- -- Static User Checks
- CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
- CASE WHEN m.usr_age_lower_bound IS NOT NULL THEN 4^weights.usr_age_lower_bound ELSE 0.0 END +
- CASE WHEN m.usr_age_upper_bound IS NOT NULL THEN 4^weights.usr_age_upper_bound ELSE 0.0 END +
- -- Static Item Checks
- CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
- CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
- CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
- CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
- CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
- -- Item age has a slight adjustment to weight based on value.
- -- This should ensure that a shorter age limit comes first when all else is equal.
- -- NOTE: This assumes that intervals will normally be in days.
- 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,
- -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
- -- This prevents "we changed the table order by updating a rule, and we started getting different results"
- m.id LOOP
-
- -- Record the full matching row list
- row_list := row_list || cur_matchpoint.id;
-
- -- No matchpoint yet?
- IF matchpoint.id IS NULL THEN
- -- Take the entire matchpoint as a starting point
- matchpoint := cur_matchpoint;
- CONTINUE; -- No need to look at this row any more.
- END IF;
-
- -- Incomplete matchpoint?
- IF matchpoint.circulate IS NULL THEN
- matchpoint.circulate := cur_matchpoint.circulate;
- END IF;
- IF matchpoint.duration_rule IS NULL THEN
- matchpoint.duration_rule := cur_matchpoint.duration_rule;
- END IF;
- IF matchpoint.recurring_fine_rule IS NULL THEN
- matchpoint.recurring_fine_rule := cur_matchpoint.recurring_fine_rule;
- END IF;
- IF matchpoint.max_fine_rule IS NULL THEN
- matchpoint.max_fine_rule := cur_matchpoint.max_fine_rule;
- END IF;
- IF matchpoint.hard_due_date IS NULL THEN
- matchpoint.hard_due_date := cur_matchpoint.hard_due_date;
- END IF;
- IF matchpoint.total_copy_hold_ratio IS NULL THEN
- matchpoint.total_copy_hold_ratio := cur_matchpoint.total_copy_hold_ratio;
- END IF;
- IF matchpoint.available_copy_hold_ratio IS NULL THEN
- matchpoint.available_copy_hold_ratio := cur_matchpoint.available_copy_hold_ratio;
- END IF;
- IF matchpoint.renewals IS NULL THEN
- matchpoint.renewals := cur_matchpoint.renewals;
- END IF;
- IF matchpoint.grace_period IS NULL THEN
- matchpoint.grace_period := cur_matchpoint.grace_period;
- END IF;
- END LOOP;
-
- -- Check required fields
- IF matchpoint.circulate IS NOT NULL AND
- matchpoint.duration_rule IS NOT NULL AND
- matchpoint.recurring_fine_rule IS NOT NULL AND
- matchpoint.max_fine_rule IS NOT NULL THEN
- -- All there? We have a completed match.
- result.success := true;
- END IF;
-
- -- Include the assembled matchpoint, even if it isn't complete
- result.matchpoint := matchpoint;
-
- -- Include (for debugging) the full list of matching rows
- result.buildrows := row_list;
-
- -- Hand the result back to caller
- RETURN result;
-END;
-$func$ LANGUAGE plpgsql;
-
-CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint(pickup_ou integer, request_ou integer, match_item bigint, match_user integer, match_requestor integer)
- RETURNS integer AS
-$func$
-DECLARE
- requestor_object actor.usr%ROWTYPE;
- user_object actor.usr%ROWTYPE;
- item_object asset.copy%ROWTYPE;
- item_cn_object asset.call_number%ROWTYPE;
- my_item_age INTERVAL;
- rec_descriptor metabib.rec_descriptor%ROWTYPE;
- matchpoint config.hold_matrix_matchpoint%ROWTYPE;
- weights config.hold_matrix_weights%ROWTYPE;
- denominator NUMERIC(6,2);
-BEGIN
- SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
- SELECT INTO requestor_object * FROM actor.usr WHERE id = match_requestor;
- SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
- SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
- SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = item_cn_object.record;
-
- IF item_object.active_date IS NOT NULL THEN
- SELECT INTO my_item_age age(item_object.active_date);
- END IF;
-
- -- The item's owner should probably be the one determining if the item is holdable
- -- How to decide that is debatable. Decided to default to the circ library (where the item lives)
- -- This flag will allow for setting it to the owning library (where the call number "lives")
- PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.weight_owner_not_circ' AND enabled;
-
- -- Grab the closest set circ weight setting.
- IF NOT FOUND THEN
- -- Default to circ library
- SELECT INTO weights hw.*
- FROM config.weight_assoc wa
- JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
- JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) d ON (wa.org_unit = d.id)
- WHERE active
- ORDER BY d.distance
- LIMIT 1;
- ELSE
- -- Flag is set, use owning library
- SELECT INTO weights hw.*
- FROM config.weight_assoc wa
- JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
- JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) d ON (wa.org_unit = d.id)
- WHERE active
- ORDER BY d.distance
- LIMIT 1;
- END IF;
-
- -- No weights? Bad admin! Defaults to handle that anyway.
- IF weights.id IS NULL THEN
- weights.user_home_ou := 5.0;
- weights.request_ou := 5.0;
- weights.pickup_ou := 5.0;
- weights.item_owning_ou := 5.0;
- weights.item_circ_ou := 5.0;
- weights.usr_grp := 7.0;
- weights.requestor_grp := 8.0;
- weights.circ_modifier := 4.0;
- weights.marc_type := 3.0;
- weights.marc_form := 2.0;
- weights.marc_bib_level := 1.0;
- weights.marc_vr_format := 1.0;
- weights.juvenile_flag := 4.0;
- weights.ref_flag := 0.0;
- weights.item_age := 0.0;
- END IF;
-
- -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
- -- If you break your org tree with funky parenting this may be wrong
- -- 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
- -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
- WITH all_distance(distance) AS (
- SELECT depth AS distance FROM actor.org_unit_type
- UNION
- SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
- )
- SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
-
- -- To ATTEMPT to make this work like it used to, make it reverse the user/requestor profile ids.
- -- This may be better implemented as part of the upgrade script?
- -- Set usr_grp = requestor_grp, requestor_grp = 1 or something when this flag is already set
- -- Then remove this flag, of course.
- PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.usr_not_requestor' AND enabled;
-
- IF FOUND THEN
- -- Note: This, to me, is REALLY hacky. I put it in anyway.
- -- If you can't tell, this is a single call swap on two variables.
- SELECT INTO user_object.profile, requestor_object.profile
- requestor_object.profile, user_object.profile;
- END IF;
-
- -- Select the winning matchpoint into the matchpoint variable for returning
- SELECT INTO matchpoint m.*
- FROM config.hold_matrix_matchpoint m
- /*LEFT*/ JOIN permission.grp_ancestors_distance( requestor_object.profile ) rpgad ON m.requestor_grp = rpgad.id
- LEFT JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.usr_grp = upgad.id
- LEFT JOIN actor.org_unit_ancestors_distance( pickup_ou ) puoua ON m.pickup_ou = puoua.id
- LEFT JOIN actor.org_unit_ancestors_distance( request_ou ) rqoua ON m.request_ou = rqoua.id
- LEFT JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) cnoua ON m.item_owning_ou = cnoua.id
- LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.item_circ_ou = iooua.id
- LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
- WHERE m.active
- -- Permission Groups
- -- AND (m.requestor_grp IS NULL OR upgad.id IS NOT NULL) -- Optional Requestor Group?
- AND (m.usr_grp IS NULL OR upgad.id IS NOT NULL)
- -- Org Units
- AND (m.pickup_ou IS NULL OR (puoua.id IS NOT NULL AND (puoua.distance = 0 OR NOT m.strict_ou_match)))
- AND (m.request_ou IS NULL OR (rqoua.id IS NOT NULL AND (rqoua.distance = 0 OR NOT m.strict_ou_match)))
- AND (m.item_owning_ou IS NULL OR (cnoua.id IS NOT NULL AND (cnoua.distance = 0 OR NOT m.strict_ou_match)))
- AND (m.item_circ_ou IS NULL OR (iooua.id IS NOT NULL AND (iooua.distance = 0 OR NOT m.strict_ou_match)))
- AND (m.user_home_ou IS NULL OR (uhoua.id IS NOT NULL AND (uhoua.distance = 0 OR NOT m.strict_ou_match)))
- -- Static User Checks
- AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
- -- Static Item Checks
- AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
- AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
- AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
- AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
- AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
- AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
- AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
- ORDER BY
- -- Permission Groups
- CASE WHEN rpgad.distance IS NOT NULL THEN 2^(2*weights.requestor_grp - (rpgad.distance/denominator)) ELSE 0.0 END +
- CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.usr_grp - (upgad.distance/denominator)) ELSE 0.0 END +
- -- Org Units
- CASE WHEN puoua.distance IS NOT NULL THEN 2^(2*weights.pickup_ou - (puoua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN rqoua.distance IS NOT NULL THEN 2^(2*weights.request_ou - (rqoua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.item_owning_ou - (cnoua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.item_circ_ou - (iooua.distance/denominator)) ELSE 0.0 END +
- CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
- -- Static User Checks -- Note: 4^x is equiv to 2^(2*x)
- CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
- -- Static Item Checks
- CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
- CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
- CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
- CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
- CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
- -- Item age has a slight adjustment to weight based on value.
- -- This should ensure that a shorter age limit comes first when all else is equal.
- -- NOTE: This assumes that intervals will normally be in days.
- 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,
- -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
- -- This prevents "we changed the table order by updating a rule, and we started getting different results"
- m.id;
-
- -- Return just the ID for now
- RETURN matchpoint.id;
-END;
-$func$ LANGUAGE 'plpgsql';
-
-DROP INDEX IF EXISTS config.ccmm_once_per_paramset;
-
-DROP INDEX IF EXISTS config.chmm_once_per_paramset;
-
-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;
-
-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;
-
-UPDATE config.copy_status SET copy_active = true WHERE id IN (0, 1, 7, 8, 10, 12, 15);
-
-INSERT into config.org_unit_setting_type
-( name, label, description, datatype ) VALUES
-( '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');
-
--- Assume create date when item is in status we would update active date for anyway
-UPDATE asset.copy SET active_date = create_date WHERE status IN (SELECT id FROM config.copy_status WHERE copy_active = true);
-
--- Assume create date for any item with circs
-UPDATE asset.copy SET active_date = create_date WHERE id IN (SELECT id FROM extend_reporter.full_circ_count WHERE circ_count > 0);
-
--- Assume create date for status change time while we are at it. Because being created WAS a change in status.
-UPDATE asset.copy SET status_changed_time = create_date WHERE status_changed_time IS NULL;
projects / working / Evergreen.git / commitdiff