<field reporter:label="User Home Lib" name="user_home_ou" reporter:datatype="float"/>
<field reporter:label="Permission Group" name="grp" reporter:datatype="float"/>
<field reporter:label="Circulation Modifier" name="circ_modifier" reporter:datatype="float"/>
+ <field reporter:label="Copy Location" name="copy_location" reporter:datatype="float"/>
<field reporter:label="MARC Type" name="marc_type" reporter:datatype="float"/>
<field reporter:label="MARC Form" name="marc_form" reporter:datatype="float"/>
<field reporter:label="MARC Bib Level" name="marc_bib_level" reporter:datatype="float"/>
<field reporter:label="User Home Lib" name="user_home_ou" reporter:datatype="org_unit"/>
<field reporter:label="Permission Group" name="grp" reporter:datatype="link" oils_obj:required="true"/>
<field reporter:label="Circulation Modifier" name="circ_modifier" oils_persist:primitive="string" reporter:datatype="link"/>
+ <field reporter:label="Copy Location" name="copy_location" reporter:datatype="link"/>
<field reporter:label="MARC Type" name="marc_type" oils_persist:primitive="string" reporter:datatype="link"/>
<field reporter:label="MARC Form" name="marc_form" oils_persist:primitive="string" reporter:datatype="link"/>
<field reporter:label="MARC Bib Level" name="marc_bib_level" oils_persist:primitive="string" reporter:datatype="link"/>
<link field="user_home_ou" reltype="has_a" key="id" map="" class="aou"/>
<link field="grp" reltype="has_a" key="id" map="" class="pgt"/>
<link field="circ_modifier" reltype="has_a" key="code" map="" class="ccm"/>
+ <link field="copy_location" reltype="has_a" key="id" map="" class="acpl"/>
<link field="marc_type" reltype="has_a" key="code" map="" class="citm"/>
<link field="marc_form" reltype="has_a" key="code" map="" class="cifm"/>
<link field="marc_bib_level" reltype="has_a" key="code" map="" class="cblvl"/>
org_unit NUMERIC(6,2) NOT NULL,
grp NUMERIC(6,2) NOT NULL,
circ_modifier NUMERIC(6,2) NOT NULL,
+ copy_location NUMERIC(6,2) NOT NULL,
marc_type NUMERIC(6,2) NOT NULL,
marc_form NUMERIC(6,2) NOT NULL,
marc_bib_level NUMERIC(6,2) NOT NULL,
org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top OU for the matchpoint applicability range; we can use org_unit_prox to choose the "best"
grp INT NOT NULL REFERENCES permission.grp_tree (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top applicable group from the group tree; will need descendents and prox functions for filtering
circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
+ copy_location INT REFERENCES asset.copy_location (id) DEFERRABLE INITIALLY DEFERRED,
marc_type TEXT,
marc_form TEXT,
marc_bib_level TEXT,
);
-- Nulls don't count for a constraint match, so we have to coalesce them into something that does.
-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 ccmm_once_per_paramset ON config.circ_matrix_matchpoint (org_unit, grp, COALESCE(circ_modifier, ''), COALESCE(copy_location::TEXT, ''), 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;
-- Limit groups for circ counting
CREATE TABLE config.circ_limit_group (
weights.grp := 11.0;
weights.org_unit := 10.0;
weights.circ_modifier := 5.0;
+ weights.copy_location := 5.0;
weights.marc_type := 4.0;
weights.marc_form := 3.0;
weights.marc_bib_level := 2.0;
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.copy_location IS NULL OR m.copy_location = item_object.location)
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)
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.copy_location IS NOT NULL THEN 4^weights.copy_location 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 +
-- circ matrix
INSERT INTO config.circ_matrix_matchpoint (org_unit,grp,circulate,duration_rule,recurring_fine_rule,max_fine_rule) VALUES (1,1,true,11,1,1);
-INSERT INTO config.circ_matrix_weights(name, org_unit, grp, circ_modifier, marc_type, marc_form, marc_bib_level, marc_vr_format, copy_circ_lib, copy_owning_lib, user_home_ou, ref_flag, juvenile_flag, is_renewal, usr_age_upper_bound, usr_age_lower_bound, item_age) VALUES
- ('Default', 10.0, 11.0, 5.0, 4.0, 3.0, 2.0, 2.0, 8.0, 8.0, 8.0, 1.0, 6.0, 7.0, 0.0, 0.0, 0.0),
- ('Org_Unit_First', 11.0, 10.0, 5.0, 4.0, 3.0, 2.0, 2.0, 8.0, 8.0, 8.0, 1.0, 6.0, 7.0, 0.0, 0.0, 0.0),
- ('Item_Owner_First', 8.0, 8.0, 5.0, 4.0, 3.0, 2.0, 2.0, 10.0, 11.0, 8.0, 1.0, 6.0, 7.0, 0.0, 0.0, 0.0),
- ('All_Equal', 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0);
+INSERT INTO config.circ_matrix_weights(name, org_unit, grp, circ_modifier, copy_location, marc_type, marc_form, marc_bib_level, marc_vr_format, copy_circ_lib, copy_owning_lib, user_home_ou, ref_flag, juvenile_flag, is_renewal, usr_age_upper_bound, usr_age_lower_bound, item_age) VALUES
+ ('Default', 10.0, 11.0, 5.0, 5.0, 4.0, 3.0, 2.0, 2.0, 8.0, 8.0, 8.0, 1.0, 6.0, 7.0, 0.0, 0.0, 0.0),
+ ('Org_Unit_First', 11.0, 10.0, 5.0, 5.0, 4.0, 3.0, 2.0, 2.0, 8.0, 8.0, 8.0, 1.0, 6.0, 7.0, 0.0, 0.0, 0.0),
+ ('Item_Owner_First', 8.0, 8.0, 5.0, 5.0, 4.0, 3.0, 2.0, 2.0, 10.0, 11.0, 8.0, 1.0, 6.0, 7.0, 0.0, 0.0, 0.0),
+ ('All_Equal', 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0);
-- hold matrix - 110.hold_matrix.sql:
INSERT INTO config.hold_matrix_matchpoint (requestor_grp) VALUES (1);
+ALTER TABLE config.circ_matrix_weights
+ ADD COLUMN copy_location NUMERIC(6,2) NOT NULL DEFAULT 5.0;
+UPDATE config.circ_matrix_weights
+ SET copy_location = 0.0 WHERE name = 'All_Equal';
+ALTER TABLE config.circ_matrix_weights
+ ALTER COLUMN copy_location DROP DEFAULT; -- for consistency w/ baseline schema
+
+ALTER TABLE config.circ_matrix_matchpoint
+ ADD COLUMN copy_location INTEGER REFERENCES asset.copy_location (id) DEFERRABLE INITIALLY DEFERRED;
+
+DROP INDEX config.ccmm_once_per_paramset;
+
+CREATE UNIQUE INDEX ccmm_once_per_paramset ON config.circ_matrix_matchpoint (org_unit, grp, COALESCE(circ_modifier, ''), COALESCE(copy_location::TEXT, ''), 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;
+
-- Linkage between limit sets and circ mods
CREATE TABLE config.circ_limit_set_copy_loc_map (
id SERIAL PRIMARY KEY,
END;
$func$ LANGUAGE plpgsql;
+
+-- adding copy_loc to circ_matrix_matchpoint
+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.copy_location := 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.copy_location IS NULL OR m.copy_location = item_object.location)
+ 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.copy_location IS NOT NULL THEN 4^weights.copy_location 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;
+
+
<table jsId="cmGrid"
style="height: 600px;"
dojoType="openils.widget.AutoGrid"
- fieldOrder="['id', 'active', 'grp', 'org_unit', 'copy_circ_lib', 'copy_owning_lib', 'user_home_ou', 'is_renewal', 'juvenile_flag', 'circ_modifier', 'marc_type', 'marc_form', 'marc_bib_level', 'marc_vr_format', 'ref_flag', 'usr_age_lower_bound', 'usr_age_upper_bound', 'item_age', 'circulate', 'duration_rule', 'renewals', 'hard_due_date', 'recurring_fine_rule', 'grace_period', 'max_fine_rule', 'available_copy_hold_ratio', 'total_copy_hold_ratio', 'script_test']"
+ fieldOrder="['id', 'active', 'grp', 'org_unit', 'copy_circ_lib', 'copy_owning_lib', 'user_home_ou', 'is_renewal', 'juvenile_flag', 'circ_modifier', 'copy_location', 'marc_type', 'marc_form', 'marc_bib_level', 'marc_vr_format', 'ref_flag', 'usr_age_lower_bound', 'usr_age_upper_bound', 'item_age', 'circulate', 'duration_rule', 'renewals', 'hard_due_date', 'recurring_fine_rule', 'grace_period', 'max_fine_rule', 'available_copy_hold_ratio', 'total_copy_hold_ratio', 'script_test']"
defaultCellWidth='"auto"'
query="{id: '*'}"
fmClass='ccmm'