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 ('1112', :eg_version); -- Bmagic/JBoyer/Dyrcona
+INSERT INTO config.upgrade_log (version, applied_to) VALUES ('1113', :eg_version); -- Dyrcona/csharp/miker
CREATE TABLE config.bib_source (
id SERIAL PRIMARY KEY,
--- /dev/null
+BEGIN;
+
+SELECT evergreen.upgrade_deps_block_check('1113', :eg_version);
+
+CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
+ old_year INTEGER,
+ user_id INTEGER,
+ org_unit_id INTEGER,
+ encumb_only BOOL DEFAULT FALSE,
+ include_desc BOOL DEFAULT TRUE
+) RETURNS VOID AS $$
+DECLARE
+--
+new_fund INT;
+new_year INT := old_year + 1;
+org_found BOOL;
+perm_ous BOOL;
+xfer_amount NUMERIC := 0;
+roll_fund RECORD;
+deb RECORD;
+detail RECORD;
+roll_distrib_forms BOOL;
+--
+BEGIN
+ --
+ -- Sanity checks
+ --
+ IF old_year IS NULL THEN
+ RAISE EXCEPTION 'Input year argument is NULL';
+ ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
+ RAISE EXCEPTION 'Input year is out of range';
+ END IF;
+ --
+ IF user_id IS NULL THEN
+ RAISE EXCEPTION 'Input user id argument is NULL';
+ END IF;
+ --
+ IF org_unit_id IS NULL THEN
+ RAISE EXCEPTION 'Org unit id argument is NULL';
+ ELSE
+ --
+ -- Validate the org unit
+ --
+ SELECT TRUE
+ INTO org_found
+ FROM actor.org_unit
+ WHERE id = org_unit_id;
+ --
+ IF org_found IS NULL THEN
+ RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
+ ELSIF encumb_only THEN
+ SELECT INTO perm_ous value::BOOL FROM
+ actor.org_unit_ancestor_setting(
+ 'acq.fund.allow_rollover_without_money', org_unit_id
+ );
+ IF NOT FOUND OR NOT perm_ous THEN
+ RAISE EXCEPTION 'Encumbrance-only rollover not permitted at org %', org_unit_id;
+ END IF;
+ END IF;
+ END IF;
+ --
+ -- Loop over the propagable funds to identify the details
+ -- from the old fund plus the id of the new one, if it exists.
+ --
+ FOR roll_fund in
+ SELECT
+ oldf.id AS old_fund,
+ oldf.org,
+ oldf.name,
+ oldf.currency_type,
+ oldf.code,
+ oldf.rollover,
+ newf.id AS new_fund_id
+ FROM
+ acq.fund AS oldf
+ LEFT JOIN acq.fund AS newf
+ ON ( oldf.code = newf.code AND oldf.org = newf.org )
+ WHERE
+ oldf.year = old_year
+ AND oldf.propagate
+ AND newf.year = new_year
+ AND ( ( include_desc AND oldf.org IN ( SELECT id FROM actor.org_unit_descendants( org_unit_id ) ) )
+ OR (NOT include_desc AND oldf.org = org_unit_id ) )
+ LOOP
+ --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
+ --
+ IF roll_fund.new_fund_id IS NULL THEN
+ --
+ -- The old fund hasn't been propagated yet. Propagate it now.
+ --
+ INSERT INTO acq.fund (
+ org,
+ name,
+ year,
+ currency_type,
+ code,
+ rollover,
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
+ ) VALUES (
+ roll_fund.org,
+ roll_fund.name,
+ new_year,
+ roll_fund.currency_type,
+ roll_fund.code,
+ true,
+ true,
+ roll_fund.balance_warning_percent,
+ roll_fund.balance_stop_percent
+ )
+ RETURNING id INTO new_fund;
+
+ PERFORM acq.copy_fund_tags(roll_fund.id,new_fund);
+
+ ELSE
+ new_fund = roll_fund.new_fund_id;
+ END IF;
+ --
+ -- Determine the amount to transfer
+ --
+ SELECT amount
+ INTO xfer_amount
+ FROM acq.fund_spent_balance
+ WHERE fund = roll_fund.old_fund;
+ --
+ IF xfer_amount <> 0 THEN
+ IF NOT encumb_only AND roll_fund.rollover THEN
+ --
+ -- Transfer balance from old fund to new
+ --
+ --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
+ --
+ PERFORM acq.transfer_fund(
+ roll_fund.old_fund,
+ xfer_amount,
+ new_fund,
+ xfer_amount,
+ user_id,
+ 'Rollover'
+ );
+ ELSE
+ --
+ -- Transfer balance from old fund to the void
+ --
+ -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
+ --
+ PERFORM acq.transfer_fund(
+ roll_fund.old_fund,
+ xfer_amount,
+ NULL,
+ NULL,
+ user_id,
+ 'Rollover into the void'
+ );
+ END IF;
+ END IF;
+ --
+ IF roll_fund.rollover THEN
+ --
+ -- Move any lineitems from the old fund to the new one
+ -- where the associated debit is an encumbrance.
+ --
+ -- Any other tables tying expenditure details to funds should
+ -- receive similar treatment. At this writing there are none.
+ --
+ UPDATE acq.lineitem_detail
+ SET fund = new_fund
+ WHERE
+ fund = roll_fund.old_fund -- this condition may be redundant
+ AND fund_debit in
+ (
+ SELECT id
+ FROM acq.fund_debit
+ WHERE
+ fund = roll_fund.old_fund
+ AND encumbrance
+ );
+ --
+ -- Move encumbrance debits from the old fund to the new fund
+ --
+ UPDATE acq.fund_debit
+ SET fund = new_fund
+ wHERE
+ fund = roll_fund.old_fund
+ AND encumbrance;
+ END IF;
+
+ -- Rollover distribution formulae funds
+ SELECT INTO roll_distrib_forms value::BOOL FROM
+ actor.org_unit_ancestor_setting(
+ 'acq.fund.rollover_distrib_forms', org_unit_id
+ );
+
+ IF roll_distrib_forms THEN
+ UPDATE acq.distribution_formula_entry
+ SET fund = roll_fund.new_fund_id
+ WHERE fund = roll_fund.old_fund;
+ END IF;
+
+ --
+ -- Mark old fund as inactive, now that we've closed it
+ --
+ UPDATE acq.fund
+ SET active = FALSE
+ WHERE id = roll_fund.old_fund;
+ END LOOP;
+END;
+$$ LANGUAGE plpgsql;
+
+COMMIT;
+++ /dev/null
-BEGIN;
-
--- SELECT evergreen.upgrade_deps_block_check('XXXX', :eg_version);
-
-CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
- old_year INTEGER,
- user_id INTEGER,
- org_unit_id INTEGER,
- encumb_only BOOL DEFAULT FALSE,
- include_desc BOOL DEFAULT TRUE
-) RETURNS VOID AS $$
-DECLARE
---
-new_fund INT;
-new_year INT := old_year + 1;
-org_found BOOL;
-perm_ous BOOL;
-xfer_amount NUMERIC := 0;
-roll_fund RECORD;
-deb RECORD;
-detail RECORD;
-roll_distrib_forms BOOL;
---
-BEGIN
- --
- -- Sanity checks
- --
- IF old_year IS NULL THEN
- RAISE EXCEPTION 'Input year argument is NULL';
- ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
- RAISE EXCEPTION 'Input year is out of range';
- END IF;
- --
- IF user_id IS NULL THEN
- RAISE EXCEPTION 'Input user id argument is NULL';
- END IF;
- --
- IF org_unit_id IS NULL THEN
- RAISE EXCEPTION 'Org unit id argument is NULL';
- ELSE
- --
- -- Validate the org unit
- --
- SELECT TRUE
- INTO org_found
- FROM actor.org_unit
- WHERE id = org_unit_id;
- --
- IF org_found IS NULL THEN
- RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
- ELSIF encumb_only THEN
- SELECT INTO perm_ous value::BOOL FROM
- actor.org_unit_ancestor_setting(
- 'acq.fund.allow_rollover_without_money', org_unit_id
- );
- IF NOT FOUND OR NOT perm_ous THEN
- RAISE EXCEPTION 'Encumbrance-only rollover not permitted at org %', org_unit_id;
- END IF;
- END IF;
- END IF;
- --
- -- Loop over the propagable funds to identify the details
- -- from the old fund plus the id of the new one, if it exists.
- --
- FOR roll_fund in
- SELECT
- oldf.id AS old_fund,
- oldf.org,
- oldf.name,
- oldf.currency_type,
- oldf.code,
- oldf.rollover,
- newf.id AS new_fund_id
- FROM
- acq.fund AS oldf
- LEFT JOIN acq.fund AS newf
- ON ( oldf.code = newf.code AND oldf.org = newf.org )
- WHERE
- oldf.year = old_year
- AND oldf.propagate
- AND newf.year = new_year
- AND ( ( include_desc AND oldf.org IN ( SELECT id FROM actor.org_unit_descendants( org_unit_id ) ) )
- OR (NOT include_desc AND oldf.org = org_unit_id ) )
- LOOP
- --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
- --
- IF roll_fund.new_fund_id IS NULL THEN
- --
- -- The old fund hasn't been propagated yet. Propagate it now.
- --
- INSERT INTO acq.fund (
- org,
- name,
- year,
- currency_type,
- code,
- rollover,
- propagate,
- balance_warning_percent,
- balance_stop_percent
- ) VALUES (
- roll_fund.org,
- roll_fund.name,
- new_year,
- roll_fund.currency_type,
- roll_fund.code,
- true,
- true,
- roll_fund.balance_warning_percent,
- roll_fund.balance_stop_percent
- )
- RETURNING id INTO new_fund;
-
- PERFORM acq.copy_fund_tags(roll_fund.id,new_fund);
-
- ELSE
- new_fund = roll_fund.new_fund_id;
- END IF;
- --
- -- Determine the amount to transfer
- --
- SELECT amount
- INTO xfer_amount
- FROM acq.fund_spent_balance
- WHERE fund = roll_fund.old_fund;
- --
- IF xfer_amount <> 0 THEN
- IF NOT encumb_only AND roll_fund.rollover THEN
- --
- -- Transfer balance from old fund to new
- --
- --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
- --
- PERFORM acq.transfer_fund(
- roll_fund.old_fund,
- xfer_amount,
- new_fund,
- xfer_amount,
- user_id,
- 'Rollover'
- );
- ELSE
- --
- -- Transfer balance from old fund to the void
- --
- -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
- --
- PERFORM acq.transfer_fund(
- roll_fund.old_fund,
- xfer_amount,
- NULL,
- NULL,
- user_id,
- 'Rollover into the void'
- );
- END IF;
- END IF;
- --
- IF roll_fund.rollover THEN
- --
- -- Move any lineitems from the old fund to the new one
- -- where the associated debit is an encumbrance.
- --
- -- Any other tables tying expenditure details to funds should
- -- receive similar treatment. At this writing there are none.
- --
- UPDATE acq.lineitem_detail
- SET fund = new_fund
- WHERE
- fund = roll_fund.old_fund -- this condition may be redundant
- AND fund_debit in
- (
- SELECT id
- FROM acq.fund_debit
- WHERE
- fund = roll_fund.old_fund
- AND encumbrance
- );
- --
- -- Move encumbrance debits from the old fund to the new fund
- --
- UPDATE acq.fund_debit
- SET fund = new_fund
- wHERE
- fund = roll_fund.old_fund
- AND encumbrance;
- END IF;
-
- -- Rollover distribution formulae funds
- SELECT INTO roll_distrib_forms value::BOOL FROM
- actor.org_unit_ancestor_setting(
- 'acq.fund.rollover_distrib_forms', org_unit_id
- );
-
- IF roll_distrib_forms THEN
- UPDATE acq.distribution_formula_entry
- SET fund = roll_fund.new_fund_id
- WHERE fund = roll_fund.old_fund;
- END IF;
-
- --
- -- Mark old fund as inactive, now that we've closed it
- --
- UPDATE acq.fund
- SET active = FALSE
- WHERE id = roll_fund.old_fund;
- END LOOP;
-END;
-$$ LANGUAGE plpgsql;
-
-COMMIT;
projects / evergreen / pines.git / commitdiff