--- /dev/null
+BEGIN;
+
+-- SELECT evergreen.upgrade_deps_block_check('XXXX', :eg_version);
+
+-- TODO: check for penalty ID collision before master merge; affects
+-- config.standing_penalty and actor.calculate_system_penalties
+
+INSERT INTO config.standing_penalty
+ (id, name, label, block_list, staff_alert)
+VALUES (
+ 35,
+ 'PATRON_EXCEEDS_LONGOVERDUE_COUNT',
+ oils_i18n_gettext(
+ 35,
+ 'Patron Exceeds Max Long-Overdue Threshold',
+ 'csp',
+ 'label'
+ ),
+ 'CIRC|FULFILL|HOLD|CAPTURE|RENEW',
+ TRUE
+);
+
+
+CREATE OR REPLACE FUNCTION actor.calculate_system_penalties( match_user INT, context_org INT ) RETURNS SETOF actor.usr_standing_penalty AS $func$
+DECLARE
+ user_object actor.usr%ROWTYPE;
+ new_sp_row actor.usr_standing_penalty%ROWTYPE;
+ existing_sp_row actor.usr_standing_penalty%ROWTYPE;
+ collections_fines permission.grp_penalty_threshold%ROWTYPE;
+ max_fines permission.grp_penalty_threshold%ROWTYPE;
+ max_overdue permission.grp_penalty_threshold%ROWTYPE;
+ max_items_out permission.grp_penalty_threshold%ROWTYPE;
+ max_lost permission.grp_penalty_threshold%ROWTYPE;
+ max_longoverdue permission.grp_penalty_threshold%ROWTYPE;
+ tmp_grp INT;
+ items_overdue INT;
+ items_out INT;
+ items_lost INT;
+ items_longoverdue INT;
+ context_org_list INT[];
+ current_fines NUMERIC(8,2) := 0.0;
+ tmp_fines NUMERIC(8,2);
+ tmp_groc RECORD;
+ tmp_circ RECORD;
+ tmp_org actor.org_unit%ROWTYPE;
+ tmp_penalty config.standing_penalty%ROWTYPE;
+ tmp_depth INTEGER;
+BEGIN
+ SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
+
+ -- Max fines
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Fail if the user has a high fine balance
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+ SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 1 AND org_unit = tmp_org.id;
+
+ IF max_fines.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+ IF max_fines.threshold IS NOT NULL THEN
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_fines.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 1;
+
+ SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( max_fines.org_unit );
+
+ SELECT SUM(f.balance_owed) INTO current_fines
+ FROM money.materialized_billable_xact_summary f
+ JOIN (
+ SELECT r.id
+ FROM booking.reservation r
+ WHERE r.usr = match_user
+ AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
+ AND xact_finish IS NULL
+ UNION ALL
+ SELECT g.id
+ FROM money.grocery g
+ WHERE g.usr = match_user
+ AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
+ AND xact_finish IS NULL
+ UNION ALL
+ SELECT circ.id
+ FROM action.circulation circ
+ WHERE circ.usr = match_user
+ AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
+ AND xact_finish IS NULL ) l USING (id);
+
+ IF current_fines >= max_fines.threshold THEN
+ new_sp_row.usr := match_user;
+ new_sp_row.org_unit := max_fines.org_unit;
+ new_sp_row.standing_penalty := 1;
+ RETURN NEXT new_sp_row;
+ END IF;
+ END IF;
+
+ -- Start over for max overdue
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Fail if the user has too many overdue items
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+
+ SELECT * INTO max_overdue FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 2 AND org_unit = tmp_org.id;
+
+ IF max_overdue.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_overdue.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+ IF max_overdue.threshold IS NOT NULL THEN
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_overdue.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 2;
+
+ SELECT INTO items_overdue COUNT(*)
+ FROM action.circulation circ
+ JOIN actor.org_unit_full_path( max_overdue.org_unit ) fp ON (circ.circ_lib = fp.id)
+ WHERE circ.usr = match_user
+ AND circ.checkin_time IS NULL
+ AND circ.due_date < NOW()
+ AND (circ.stop_fines = 'MAXFINES' OR circ.stop_fines IS NULL);
+
+ IF items_overdue >= max_overdue.threshold::INT THEN
+ new_sp_row.usr := match_user;
+ new_sp_row.org_unit := max_overdue.org_unit;
+ new_sp_row.standing_penalty := 2;
+ RETURN NEXT new_sp_row;
+ END IF;
+ END IF;
+
+ -- Start over for max out
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Fail if the user has too many checked out items
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+ SELECT * INTO max_items_out FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 3 AND org_unit = tmp_org.id;
+
+ IF max_items_out.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_items_out.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+
+ -- Fail if the user has too many items checked out
+ IF max_items_out.threshold IS NOT NULL THEN
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_items_out.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 3;
+
+ SELECT INTO items_out COUNT(*)
+ FROM action.circulation circ
+ JOIN actor.org_unit_full_path( max_items_out.org_unit ) fp ON (circ.circ_lib = fp.id)
+ WHERE circ.usr = match_user
+ AND circ.checkin_time IS NULL
+ AND (circ.stop_fines IN (
+ SELECT 'MAXFINES'::TEXT
+ UNION ALL
+ SELECT 'LONGOVERDUE'::TEXT
+ UNION ALL
+ SELECT 'LOST'::TEXT
+ WHERE 'true' ILIKE
+ (
+ SELECT CASE
+ WHEN (SELECT value FROM actor.org_unit_ancestor_setting('circ.tally_lost', circ.circ_lib)) ILIKE 'true' THEN 'true'
+ ELSE 'false'
+ END
+ )
+ UNION ALL
+ SELECT 'CLAIMSRETURNED'::TEXT
+ WHERE 'false' ILIKE
+ (
+ SELECT CASE
+ WHEN (SELECT value FROM actor.org_unit_ancestor_setting('circ.do_not_tally_claims_returned', circ.circ_lib)) ILIKE 'true' THEN 'true'
+ ELSE 'false'
+ END
+ )
+ ) OR circ.stop_fines IS NULL)
+ AND xact_finish IS NULL;
+
+ IF items_out >= max_items_out.threshold::INT THEN
+ new_sp_row.usr := match_user;
+ new_sp_row.org_unit := max_items_out.org_unit;
+ new_sp_row.standing_penalty := 3;
+ RETURN NEXT new_sp_row;
+ END IF;
+ END IF;
+
+ -- Start over for max lost
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Fail if the user has too many lost items
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+
+ SELECT * INTO max_lost FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 5 AND org_unit = tmp_org.id;
+
+ IF max_lost.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_lost.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+ IF max_lost.threshold IS NOT NULL THEN
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_lost.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 5;
+
+ SELECT INTO items_lost COUNT(*)
+ FROM action.circulation circ
+ JOIN actor.org_unit_full_path( max_lost.org_unit ) fp ON (circ.circ_lib = fp.id)
+ WHERE circ.usr = match_user
+ AND circ.checkin_time IS NULL
+ AND (circ.stop_fines = 'LOST')
+ AND xact_finish IS NULL;
+
+ IF items_lost >= max_lost.threshold::INT AND 0 < max_lost.threshold::INT THEN
+ new_sp_row.usr := match_user;
+ new_sp_row.org_unit := max_lost.org_unit;
+ new_sp_row.standing_penalty := 5;
+ RETURN NEXT new_sp_row;
+ END IF;
+ END IF;
+
+ -- Start over for max longoverdue
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Fail if the user has too many longoverdue items
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+
+ SELECT * INTO max_longoverdue
+ FROM permission.grp_penalty_threshold
+ WHERE grp = tmp_grp AND
+ penalty = 35 AND
+ org_unit = tmp_org.id;
+
+ IF max_longoverdue.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp
+ FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_longoverdue.threshold IS NOT NULL
+ OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+ IF max_longoverdue.threshold IS NOT NULL THEN
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_longoverdue.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 35;
+
+ SELECT INTO items_longoverdue COUNT(*)
+ FROM action.circulation circ
+ JOIN actor.org_unit_full_path( max_longoverdue.org_unit ) fp
+ ON (circ.circ_lib = fp.id)
+ WHERE circ.usr = match_user
+ AND circ.checkin_time IS NULL
+ AND (circ.stop_fines = 'LONGOVERDUE')
+ AND xact_finish IS NULL;
+
+ IF items_longoverdue >= max_longoverdue.threshold::INT
+ AND 0 < max_longoverdue.threshold::INT THEN
+ new_sp_row.usr := match_user;
+ new_sp_row.org_unit := max_longoverdue.org_unit;
+ new_sp_row.standing_penalty := 35;
+ RETURN NEXT new_sp_row;
+ END IF;
+ END IF;
+
+
+ -- Start over for collections warning
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Fail if the user has a collections-level fine balance
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+ SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 4 AND org_unit = tmp_org.id;
+
+ IF max_fines.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+ IF max_fines.threshold IS NOT NULL THEN
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_fines.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 4;
+
+ SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( max_fines.org_unit );
+
+ SELECT SUM(f.balance_owed) INTO current_fines
+ FROM money.materialized_billable_xact_summary f
+ JOIN (
+ SELECT r.id
+ FROM booking.reservation r
+ WHERE r.usr = match_user
+ AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
+ AND r.xact_finish IS NULL
+ UNION ALL
+ SELECT g.id
+ FROM money.grocery g
+ WHERE g.usr = match_user
+ AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
+ AND g.xact_finish IS NULL
+ UNION ALL
+ SELECT circ.id
+ FROM action.circulation circ
+ WHERE circ.usr = match_user
+ AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
+ AND circ.xact_finish IS NULL ) l USING (id);
+
+ IF current_fines >= max_fines.threshold THEN
+ new_sp_row.usr := match_user;
+ new_sp_row.org_unit := max_fines.org_unit;
+ new_sp_row.standing_penalty := 4;
+ RETURN NEXT new_sp_row;
+ END IF;
+ END IF;
+
+ -- Start over for in collections
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+
+ -- Remove the in-collections penalty if the user has paid down enough
+ -- This penalty is different, because this code is not responsible for creating
+ -- new in-collections penalties, only for removing them
+ LOOP
+ tmp_grp := user_object.profile;
+ LOOP
+ SELECT * INTO max_fines FROM permission.grp_penalty_threshold WHERE grp = tmp_grp AND penalty = 30 AND org_unit = tmp_org.id;
+
+ IF max_fines.threshold IS NULL THEN
+ SELECT parent INTO tmp_grp FROM permission.grp_tree WHERE id = tmp_grp;
+ ELSE
+ EXIT;
+ END IF;
+
+ IF tmp_grp IS NULL THEN
+ EXIT;
+ END IF;
+ END LOOP;
+
+ IF max_fines.threshold IS NOT NULL OR tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+
+ END LOOP;
+
+ IF max_fines.threshold IS NOT NULL THEN
+
+ SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( max_fines.org_unit );
+
+ -- first, see if the user had paid down to the threshold
+ SELECT SUM(f.balance_owed) INTO current_fines
+ FROM money.materialized_billable_xact_summary f
+ JOIN (
+ SELECT r.id
+ FROM booking.reservation r
+ WHERE r.usr = match_user
+ AND r.pickup_lib IN (SELECT * FROM unnest(context_org_list))
+ AND r.xact_finish IS NULL
+ UNION ALL
+ SELECT g.id
+ FROM money.grocery g
+ WHERE g.usr = match_user
+ AND g.billing_location IN (SELECT * FROM unnest(context_org_list))
+ AND g.xact_finish IS NULL
+ UNION ALL
+ SELECT circ.id
+ FROM action.circulation circ
+ WHERE circ.usr = match_user
+ AND circ.circ_lib IN (SELECT * FROM unnest(context_org_list))
+ AND circ.xact_finish IS NULL ) l USING (id);
+
+ IF current_fines IS NULL OR current_fines <= max_fines.threshold THEN
+ -- patron has paid down enough
+
+ SELECT INTO tmp_penalty * FROM config.standing_penalty WHERE id = 30;
+
+ IF tmp_penalty.org_depth IS NOT NULL THEN
+
+ -- since this code is not responsible for applying the penalty, it can't
+ -- guarantee the current context org will match the org at which the penalty
+ --- was applied. search up the org tree until we hit the configured penalty depth
+ SELECT INTO tmp_org * FROM actor.org_unit WHERE id = context_org;
+ SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
+
+ WHILE tmp_depth >= tmp_penalty.org_depth LOOP
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = tmp_org.id
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 30;
+
+ IF tmp_org.parent_ou IS NULL THEN
+ EXIT;
+ END IF;
+
+ SELECT * INTO tmp_org FROM actor.org_unit WHERE id = tmp_org.parent_ou;
+ SELECT INTO tmp_depth depth FROM actor.org_unit_type WHERE id = tmp_org.ou_type;
+ END LOOP;
+
+ ELSE
+
+ -- no penalty depth is defined, look for exact matches
+
+ RETURN QUERY
+ SELECT *
+ FROM actor.usr_standing_penalty
+ WHERE usr = match_user
+ AND org_unit = max_fines.org_unit
+ AND (stop_date IS NULL or stop_date > NOW())
+ AND standing_penalty = 30;
+ END IF;
+
+ END IF;
+
+ END IF;
+
+ RETURN;
+END;
+$func$ LANGUAGE plpgsql;
+
+
+COMMIT;
projects / evergreen / masslnc.git / commitdiff