JBAS-1967 Invoice close fields cross-port
authorBill Erickson <berickxx@gmail.com>
Thu, 12 Apr 2018 19:20:03 +0000 (15:20 -0400)
committerBill Erickson <berickxx@gmail.com>
Thu, 21 Mar 2019 19:46:23 +0000 (15:46 -0400)
Including new erp_export_date field for exporting invoices to JDE.

Signed-off-by: Bill Erickson <berickxx@gmail.com>
KCLS/sql/schema/deploy/acq-inv-close-fields.sql [new file with mode: 0644]
KCLS/sql/schema/revert/acq-inv-close-fields.sql [new file with mode: 0644]
KCLS/sql/schema/sqitch.plan
Open-ILS/examples/fm_IDL.xml

diff --git a/KCLS/sql/schema/deploy/acq-inv-close-fields.sql b/KCLS/sql/schema/deploy/acq-inv-close-fields.sql
new file mode 100644 (file)
index 0000000..aa41dac
--- /dev/null
@@ -0,0 +1,675 @@
+-- Deploy kcls-evergreen:acq-inv-close-fields to pg
+-- requires: search-index-keep-periods
+
+BEGIN;
+
+DROP VIEW auditor.acq_invoice_lifecycle;
+
+ALTER TABLE acq.invoice
+    ADD COLUMN close_date TIMESTAMPTZ,
+    ADD COLUMN erp_export_date TIMESTAMPTZ,
+    ADD COLUMN closed_by  INTEGER 
+        REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED;
+
+-- duplicate steps for auditor table
+ALTER TABLE auditor.acq_invoice_history
+    ADD COLUMN close_date TIMESTAMPTZ,
+    ADD COLUMN erp_export_date TIMESTAMPTZ,
+    ADD COLUMN closed_by  INTEGER;
+
+UPDATE acq.invoice SET close_date = NOW() WHERE complete;
+UPDATE auditor.acq_invoice_history SET close_date = NOW() WHERE complete;
+
+ALTER TABLE acq.invoice DROP COLUMN complete;
+ALTER TABLE auditor.acq_invoice_history DROP COLUMN complete;
+
+-- this recreates auditor.acq_invoice_lifecycle;
+SELECT auditor.update_auditors();
+
+CREATE OR REPLACE FUNCTION actor.usr_merge( src_usr INT, dest_usr INT, del_addrs BOOLEAN, del_cards BOOLEAN, deactivate_cards BOOLEAN ) RETURNS VOID AS $$
+DECLARE
+       suffix TEXT;
+       bucket_row RECORD;
+       picklist_row RECORD;
+       queue_row RECORD;
+       folder_row RECORD;
+BEGIN
+
+    -- do some initial cleanup 
+    UPDATE actor.usr SET card = NULL WHERE id = src_usr;
+    UPDATE actor.usr SET mailing_address = NULL WHERE id = src_usr;
+    UPDATE actor.usr SET billing_address = NULL WHERE id = src_usr;
+
+    -- actor.*
+    IF del_cards THEN
+        DELETE FROM actor.card where usr = src_usr;
+    ELSE
+        IF deactivate_cards THEN
+            UPDATE actor.card SET active = 'f' WHERE usr = src_usr;
+        END IF;
+        UPDATE actor.card SET usr = dest_usr WHERE usr = src_usr;
+    END IF;
+
+
+    IF del_addrs THEN
+        DELETE FROM actor.usr_address WHERE usr = src_usr;
+    ELSE
+        UPDATE actor.usr_address SET usr = dest_usr WHERE usr = src_usr;
+    END IF;
+
+    UPDATE actor.usr_note SET usr = dest_usr WHERE usr = src_usr;
+    -- dupes are technically OK in actor.usr_standing_penalty, should manually delete them...
+    UPDATE actor.usr_standing_penalty SET usr = dest_usr WHERE usr = src_usr;
+    PERFORM actor.usr_merge_rows('actor.usr_org_unit_opt_in', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('actor.usr_setting', 'usr', src_usr, dest_usr);
+
+    -- permission.*
+    PERFORM actor.usr_merge_rows('permission.usr_perm_map', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('permission.usr_object_perm_map', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('permission.usr_grp_map', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('permission.usr_work_ou_map', 'usr', src_usr, dest_usr);
+
+
+    -- container.*
+       
+       -- For each *_bucket table: transfer every bucket belonging to src_usr
+       -- into the custody of dest_usr.
+       --
+       -- In order to avoid colliding with an existing bucket owned by
+       -- the destination user, append the source user's id (in parenthesese)
+       -- to the name.  If you still get a collision, add successive
+       -- spaces to the name and keep trying until you succeed.
+       --
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.biblio_record_entry_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.biblio_record_entry_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.call_number_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.call_number_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.copy_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.copy_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.user_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.user_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       UPDATE container.user_bucket_item SET target_user = dest_usr WHERE target_user = src_usr;
+
+    -- vandelay.*
+       -- transfer queues the same way we transfer buckets (see above)
+       FOR queue_row in
+               SELECT id, name
+               FROM   vandelay.queue
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  vandelay.queue
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = queue_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+    -- money.*
+    PERFORM actor.usr_merge_rows('money.collections_tracker', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('money.collections_tracker', 'collector', src_usr, dest_usr);
+    UPDATE money.billable_xact SET usr = dest_usr WHERE usr = src_usr;
+    UPDATE money.billing SET voider = dest_usr WHERE voider = src_usr;
+    UPDATE money.bnm_payment SET accepting_usr = dest_usr WHERE accepting_usr = src_usr;
+
+    -- action.*
+    UPDATE action.circulation SET usr = dest_usr WHERE usr = src_usr;
+    UPDATE action.circulation SET circ_staff = dest_usr WHERE circ_staff = src_usr;
+    UPDATE action.circulation SET checkin_staff = dest_usr WHERE checkin_staff = src_usr;
+    UPDATE action.usr_circ_history SET usr = dest_usr WHERE usr = src_usr;
+
+    UPDATE action.hold_request SET usr = dest_usr WHERE usr = src_usr;
+    UPDATE action.hold_request SET fulfillment_staff = dest_usr WHERE fulfillment_staff = src_usr;
+    UPDATE action.hold_request SET requestor = dest_usr WHERE requestor = src_usr;
+    UPDATE action.hold_notification SET notify_staff = dest_usr WHERE notify_staff = src_usr;
+
+    UPDATE action.in_house_use SET staff = dest_usr WHERE staff = src_usr;
+    UPDATE action.non_cataloged_circulation SET staff = dest_usr WHERE staff = src_usr;
+    UPDATE action.non_cataloged_circulation SET patron = dest_usr WHERE patron = src_usr;
+    UPDATE action.non_cat_in_house_use SET staff = dest_usr WHERE staff = src_usr;
+    UPDATE action.survey_response SET usr = dest_usr WHERE usr = src_usr;
+
+    -- acq.*
+    UPDATE acq.fund_allocation SET allocator = dest_usr WHERE allocator = src_usr;
+       UPDATE acq.fund_transfer SET transfer_user = dest_usr WHERE transfer_user = src_usr;
+    UPDATE acq.invoice SET closed_by = dest_usr WHERE closed_by = src_usr;
+
+       -- transfer picklists the same way we transfer buckets (see above)
+       FOR picklist_row in
+               SELECT id, name
+               FROM   acq.picklist
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  acq.picklist
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = picklist_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+    UPDATE acq.purchase_order SET owner = dest_usr WHERE owner = src_usr;
+    UPDATE acq.po_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE acq.po_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.provider_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE acq.provider_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.lineitem_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE acq.lineitem_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.lineitem_usr_attr_definition SET usr = dest_usr WHERE usr = src_usr;
+
+    -- asset.*
+    UPDATE asset.copy SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE asset.copy SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE asset.copy_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE asset.call_number SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE asset.call_number SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE asset.call_number_note SET creator = dest_usr WHERE creator = src_usr;
+
+    -- serial.*
+    UPDATE serial.record_entry SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE serial.record_entry SET editor = dest_usr WHERE editor = src_usr;
+
+    -- reporter.*
+    -- It's not uncommon to define the reporter schema in a replica 
+    -- DB only, so don't assume these tables exist in the write DB.
+    BEGIN
+       UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+       UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+       UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+               -- transfer folders the same way we transfer buckets (see above)
+               FOR folder_row in
+                       SELECT id, name
+                       FROM   reporter.template_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.template_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = folder_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+               -- transfer folders the same way we transfer buckets (see above)
+               FOR folder_row in
+                       SELECT id, name
+                       FROM   reporter.report_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.report_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = folder_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+               -- transfer folders the same way we transfer buckets (see above)
+               FOR folder_row in
+                       SELECT id, name
+                       FROM   reporter.output_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.output_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = folder_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+
+    -- Finally, delete the source user
+    DELETE FROM actor.usr WHERE id = src_usr;
+
+END;
+$$ LANGUAGE plpgsql;
+
+
+CREATE OR REPLACE FUNCTION actor.usr_purge_data(
+       src_usr  IN INTEGER,
+       specified_dest_usr IN INTEGER
+) RETURNS VOID AS $$
+DECLARE
+       suffix TEXT;
+       renamable_row RECORD;
+       dest_usr INTEGER;
+BEGIN
+
+       IF specified_dest_usr IS NULL THEN
+               dest_usr := 1; -- Admin user on stock installs
+       ELSE
+               dest_usr := specified_dest_usr;
+       END IF;
+
+       -- acq.*
+       UPDATE acq.fund_allocation SET allocator = dest_usr WHERE allocator = src_usr;
+       UPDATE acq.lineitem SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.lineitem SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.lineitem SET selector = dest_usr WHERE selector = src_usr;
+       UPDATE acq.lineitem_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.lineitem_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.invoice SET closed_by = dest_usr WHERE closed_by = src_usr;
+       DELETE FROM acq.lineitem_usr_attr_definition WHERE usr = src_usr;
+
+       -- Update with a rename to avoid collisions
+       FOR renamable_row in
+               SELECT id, name
+               FROM   acq.picklist
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  acq.picklist
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       UPDATE acq.picklist SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.picklist SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.po_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.po_note SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.purchase_order SET owner = dest_usr WHERE owner = src_usr;
+       UPDATE acq.purchase_order SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.purchase_order SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.claim_event SET creator = dest_usr WHERE creator = src_usr;
+
+       -- action.*
+       DELETE FROM action.circulation WHERE usr = src_usr;
+       UPDATE action.circulation SET circ_staff = dest_usr WHERE circ_staff = src_usr;
+       UPDATE action.circulation SET checkin_staff = dest_usr WHERE checkin_staff = src_usr;
+       UPDATE action.hold_notification SET notify_staff = dest_usr WHERE notify_staff = src_usr;
+       UPDATE action.hold_request SET fulfillment_staff = dest_usr WHERE fulfillment_staff = src_usr;
+       UPDATE action.hold_request SET requestor = dest_usr WHERE requestor = src_usr;
+       DELETE FROM action.hold_request WHERE usr = src_usr;
+       UPDATE action.in_house_use SET staff = dest_usr WHERE staff = src_usr;
+       UPDATE action.non_cat_in_house_use SET staff = dest_usr WHERE staff = src_usr;
+       DELETE FROM action.non_cataloged_circulation WHERE patron = src_usr;
+       UPDATE action.non_cataloged_circulation SET staff = dest_usr WHERE staff = src_usr;
+       DELETE FROM action.survey_response WHERE usr = src_usr;
+       UPDATE action.fieldset SET owner = dest_usr WHERE owner = src_usr;
+       DELETE FROM action.usr_circ_history WHERE usr = src_usr;
+
+       -- actor.*
+       DELETE FROM actor.card WHERE usr = src_usr;
+       DELETE FROM actor.stat_cat_entry_usr_map WHERE target_usr = src_usr;
+
+       -- The following update is intended to avoid transient violations of a foreign
+       -- key constraint, whereby actor.usr_address references itself.  It may not be
+       -- necessary, but it does no harm.
+       UPDATE actor.usr_address SET replaces = NULL
+               WHERE usr = src_usr AND replaces IS NOT NULL;
+       DELETE FROM actor.usr_address WHERE usr = src_usr;
+       DELETE FROM actor.usr_note WHERE usr = src_usr;
+       UPDATE actor.usr_note SET creator = dest_usr WHERE creator = src_usr;
+       DELETE FROM actor.usr_org_unit_opt_in WHERE usr = src_usr;
+       UPDATE actor.usr_org_unit_opt_in SET staff = dest_usr WHERE staff = src_usr;
+       DELETE FROM actor.usr_setting WHERE usr = src_usr;
+       DELETE FROM actor.usr_standing_penalty WHERE usr = src_usr;
+       UPDATE actor.usr_standing_penalty SET staff = dest_usr WHERE staff = src_usr;
+
+       -- asset.*
+       UPDATE asset.call_number SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE asset.call_number SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE asset.call_number_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE asset.copy SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE asset.copy SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE asset.copy_note SET creator = dest_usr WHERE creator = src_usr;
+
+       -- auditor.*
+       DELETE FROM auditor.actor_usr_address_history WHERE id = src_usr;
+       DELETE FROM auditor.actor_usr_history WHERE id = src_usr;
+       UPDATE auditor.asset_call_number_history SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE auditor.asset_call_number_history SET editor  = dest_usr WHERE editor  = src_usr;
+       UPDATE auditor.asset_copy_history SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE auditor.asset_copy_history SET editor  = dest_usr WHERE editor  = src_usr;
+       UPDATE auditor.biblio_record_entry_history SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE auditor.biblio_record_entry_history SET editor  = dest_usr WHERE editor  = src_usr;
+
+       -- biblio.*
+       UPDATE biblio.record_entry SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE biblio.record_entry SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE biblio.record_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE biblio.record_note SET editor = dest_usr WHERE editor = src_usr;
+
+       -- container.*
+       -- Update buckets with a rename to avoid collisions
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.biblio_record_entry_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.biblio_record_entry_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.call_number_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.call_number_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.copy_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.copy_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.user_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.user_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       DELETE FROM container.user_bucket_item WHERE target_user = src_usr;
+
+       -- money.*
+       DELETE FROM money.billable_xact WHERE usr = src_usr;
+       DELETE FROM money.collections_tracker WHERE usr = src_usr;
+       UPDATE money.collections_tracker SET collector = dest_usr WHERE collector = src_usr;
+
+       -- permission.*
+       DELETE FROM permission.usr_grp_map WHERE usr = src_usr;
+       DELETE FROM permission.usr_object_perm_map WHERE usr = src_usr;
+       DELETE FROM permission.usr_perm_map WHERE usr = src_usr;
+       DELETE FROM permission.usr_work_ou_map WHERE usr = src_usr;
+
+       -- reporter.*
+       -- Update with a rename to avoid collisions
+       BEGIN
+               FOR renamable_row in
+                       SELECT id, name
+                       FROM   reporter.output_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.output_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = renamable_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       BEGIN
+               UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       -- Update with a rename to avoid collisions
+       BEGIN
+               FOR renamable_row in
+                       SELECT id, name
+                       FROM   reporter.report_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.report_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = renamable_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       BEGIN
+               UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       BEGIN
+               UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       -- Update with a rename to avoid collisions
+       BEGIN
+               FOR renamable_row in
+                       SELECT id, name
+                       FROM   reporter.template_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.template_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = renamable_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+       EXCEPTION WHEN undefined_table THEN
+       -- do nothing
+       END;
+
+       -- vandelay.*
+       -- Update with a rename to avoid collisions
+       FOR renamable_row in
+               SELECT id, name
+               FROM   vandelay.queue
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  vandelay.queue
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+    -- NULL-ify addresses last so other cleanup (e.g. circ anonymization)
+    -- can access the information before deletion.
+       UPDATE actor.usr SET
+               active = FALSE,
+               card = NULL,
+               mailing_address = NULL,
+               billing_address = NULL
+       WHERE id = src_usr;
+
+END;
+$$ LANGUAGE plpgsql;
+
+COMMIT;
diff --git a/KCLS/sql/schema/revert/acq-inv-close-fields.sql b/KCLS/sql/schema/revert/acq-inv-close-fields.sql
new file mode 100644 (file)
index 0000000..ff35284
--- /dev/null
@@ -0,0 +1,675 @@
+-- Revert kcls-evergreen:acq-inv-close-fields from pg
+
+BEGIN;
+
+-- delete circ history rows when a user is purged.
+CREATE OR REPLACE FUNCTION actor.usr_purge_data(
+       src_usr  IN INTEGER,
+       specified_dest_usr IN INTEGER
+) RETURNS VOID AS $$
+DECLARE
+       suffix TEXT;
+       renamable_row RECORD;
+       dest_usr INTEGER;
+BEGIN
+
+       IF specified_dest_usr IS NULL THEN
+               dest_usr := 1; -- Admin user on stock installs
+       ELSE
+               dest_usr := specified_dest_usr;
+       END IF;
+
+       -- acq.*
+       UPDATE acq.fund_allocation SET allocator = dest_usr WHERE allocator = src_usr;
+       UPDATE acq.lineitem SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.lineitem SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.lineitem SET selector = dest_usr WHERE selector = src_usr;
+       UPDATE acq.lineitem_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.lineitem_note SET editor = dest_usr WHERE editor = src_usr;
+       DELETE FROM acq.lineitem_usr_attr_definition WHERE usr = src_usr;
+
+       -- Update with a rename to avoid collisions
+       FOR renamable_row in
+               SELECT id, name
+               FROM   acq.picklist
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  acq.picklist
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       UPDATE acq.picklist SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.picklist SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.po_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.po_note SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.purchase_order SET owner = dest_usr WHERE owner = src_usr;
+       UPDATE acq.purchase_order SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE acq.purchase_order SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE acq.claim_event SET creator = dest_usr WHERE creator = src_usr;
+
+       -- action.*
+       DELETE FROM action.circulation WHERE usr = src_usr;
+       UPDATE action.circulation SET circ_staff = dest_usr WHERE circ_staff = src_usr;
+       UPDATE action.circulation SET checkin_staff = dest_usr WHERE checkin_staff = src_usr;
+       UPDATE action.hold_notification SET notify_staff = dest_usr WHERE notify_staff = src_usr;
+       UPDATE action.hold_request SET fulfillment_staff = dest_usr WHERE fulfillment_staff = src_usr;
+       UPDATE action.hold_request SET requestor = dest_usr WHERE requestor = src_usr;
+       DELETE FROM action.hold_request WHERE usr = src_usr;
+       UPDATE action.in_house_use SET staff = dest_usr WHERE staff = src_usr;
+       UPDATE action.non_cat_in_house_use SET staff = dest_usr WHERE staff = src_usr;
+       DELETE FROM action.non_cataloged_circulation WHERE patron = src_usr;
+       UPDATE action.non_cataloged_circulation SET staff = dest_usr WHERE staff = src_usr;
+       DELETE FROM action.survey_response WHERE usr = src_usr;
+       UPDATE action.fieldset SET owner = dest_usr WHERE owner = src_usr;
+    DELETE FROM action.usr_circ_history WHERE usr = src_usr;
+
+       -- actor.*
+       DELETE FROM actor.card WHERE usr = src_usr;
+       DELETE FROM actor.stat_cat_entry_usr_map WHERE target_usr = src_usr;
+
+       -- The following update is intended to avoid transient violations of a foreign
+       -- key constraint, whereby actor.usr_address references itself.  It may not be
+       -- necessary, but it does no harm.
+       UPDATE actor.usr_address SET replaces = NULL
+               WHERE usr = src_usr AND replaces IS NOT NULL;
+       DELETE FROM actor.usr_address WHERE usr = src_usr;
+       DELETE FROM actor.usr_note WHERE usr = src_usr;
+       UPDATE actor.usr_note SET creator = dest_usr WHERE creator = src_usr;
+       DELETE FROM actor.usr_org_unit_opt_in WHERE usr = src_usr;
+       UPDATE actor.usr_org_unit_opt_in SET staff = dest_usr WHERE staff = src_usr;
+       DELETE FROM actor.usr_setting WHERE usr = src_usr;
+       DELETE FROM actor.usr_standing_penalty WHERE usr = src_usr;
+       UPDATE actor.usr_standing_penalty SET staff = dest_usr WHERE staff = src_usr;
+
+       -- asset.*
+       UPDATE asset.call_number SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE asset.call_number SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE asset.call_number_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE asset.copy SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE asset.copy SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE asset.copy_note SET creator = dest_usr WHERE creator = src_usr;
+
+       -- auditor.*
+       DELETE FROM auditor.actor_usr_address_history WHERE id = src_usr;
+       DELETE FROM auditor.actor_usr_history WHERE id = src_usr;
+       UPDATE auditor.asset_call_number_history SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE auditor.asset_call_number_history SET editor  = dest_usr WHERE editor  = src_usr;
+       UPDATE auditor.asset_copy_history SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE auditor.asset_copy_history SET editor  = dest_usr WHERE editor  = src_usr;
+       UPDATE auditor.biblio_record_entry_history SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE auditor.biblio_record_entry_history SET editor  = dest_usr WHERE editor  = src_usr;
+
+       -- biblio.*
+       UPDATE biblio.record_entry SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE biblio.record_entry SET editor = dest_usr WHERE editor = src_usr;
+       UPDATE biblio.record_note SET creator = dest_usr WHERE creator = src_usr;
+       UPDATE biblio.record_note SET editor = dest_usr WHERE editor = src_usr;
+
+       -- container.*
+       -- Update buckets with a rename to avoid collisions
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.biblio_record_entry_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.biblio_record_entry_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.call_number_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.call_number_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.copy_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.copy_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR renamable_row in
+               SELECT id, name
+               FROM   container.user_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.user_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       DELETE FROM container.user_bucket_item WHERE target_user = src_usr;
+
+       -- money.*
+       DELETE FROM money.billable_xact WHERE usr = src_usr;
+       DELETE FROM money.collections_tracker WHERE usr = src_usr;
+       UPDATE money.collections_tracker SET collector = dest_usr WHERE collector = src_usr;
+
+       -- permission.*
+       DELETE FROM permission.usr_grp_map WHERE usr = src_usr;
+       DELETE FROM permission.usr_object_perm_map WHERE usr = src_usr;
+       DELETE FROM permission.usr_perm_map WHERE usr = src_usr;
+       DELETE FROM permission.usr_work_ou_map WHERE usr = src_usr;
+
+       -- reporter.*
+       -- Update with a rename to avoid collisions
+       BEGIN
+               FOR renamable_row in
+                       SELECT id, name
+                       FROM   reporter.output_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.output_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = renamable_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       BEGIN
+               UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       -- Update with a rename to avoid collisions
+       BEGIN
+               FOR renamable_row in
+                       SELECT id, name
+                       FROM   reporter.report_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.report_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = renamable_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       BEGIN
+               UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       BEGIN
+               UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
+       EXCEPTION WHEN undefined_table THEN
+               -- do nothing
+       END;
+
+       -- Update with a rename to avoid collisions
+       BEGIN
+               FOR renamable_row in
+                       SELECT id, name
+                       FROM   reporter.template_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.template_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = renamable_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+       EXCEPTION WHEN undefined_table THEN
+       -- do nothing
+       END;
+
+       -- vandelay.*
+       -- Update with a rename to avoid collisions
+       FOR renamable_row in
+               SELECT id, name
+               FROM   vandelay.queue
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  vandelay.queue
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = renamable_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+    -- NULL-ify addresses last so other cleanup (e.g. circ anonymization)
+    -- can access the information before deletion.
+       UPDATE actor.usr SET
+               active = FALSE,
+               card = NULL,
+               mailing_address = NULL,
+               billing_address = NULL
+       WHERE id = src_usr;
+
+END;
+$$ LANGUAGE plpgsql;
+
+
+CREATE OR REPLACE FUNCTION actor.usr_merge( src_usr INT, dest_usr INT, del_addrs BOOLEAN, del_cards BOOLEAN, deactivate_cards BOOLEAN ) RETURNS VOID AS $$
+DECLARE
+       suffix TEXT;
+       bucket_row RECORD;
+       picklist_row RECORD;
+       queue_row RECORD;
+       folder_row RECORD;
+BEGIN
+
+    -- do some initial cleanup 
+    UPDATE actor.usr SET card = NULL WHERE id = src_usr;
+    UPDATE actor.usr SET mailing_address = NULL WHERE id = src_usr;
+    UPDATE actor.usr SET billing_address = NULL WHERE id = src_usr;
+
+    -- actor.*
+    IF del_cards THEN
+        DELETE FROM actor.card where usr = src_usr;
+    ELSE
+        IF deactivate_cards THEN
+            UPDATE actor.card SET active = 'f' WHERE usr = src_usr;
+        END IF;
+        UPDATE actor.card SET usr = dest_usr WHERE usr = src_usr;
+    END IF;
+
+
+    IF del_addrs THEN
+        DELETE FROM actor.usr_address WHERE usr = src_usr;
+    ELSE
+        UPDATE actor.usr_address SET usr = dest_usr WHERE usr = src_usr;
+    END IF;
+
+    UPDATE actor.usr_note SET usr = dest_usr WHERE usr = src_usr;
+    -- dupes are technically OK in actor.usr_standing_penalty, should manually delete them...
+    UPDATE actor.usr_standing_penalty SET usr = dest_usr WHERE usr = src_usr;
+    PERFORM actor.usr_merge_rows('actor.usr_org_unit_opt_in', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('actor.usr_setting', 'usr', src_usr, dest_usr);
+
+    -- permission.*
+    PERFORM actor.usr_merge_rows('permission.usr_perm_map', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('permission.usr_object_perm_map', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('permission.usr_grp_map', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('permission.usr_work_ou_map', 'usr', src_usr, dest_usr);
+
+
+    -- container.*
+       
+       -- For each *_bucket table: transfer every bucket belonging to src_usr
+       -- into the custody of dest_usr.
+       --
+       -- In order to avoid colliding with an existing bucket owned by
+       -- the destination user, append the source user's id (in parenthesese)
+       -- to the name.  If you still get a collision, add successive
+       -- spaces to the name and keep trying until you succeed.
+       --
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.biblio_record_entry_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.biblio_record_entry_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.call_number_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.call_number_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.copy_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.copy_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       FOR bucket_row in
+               SELECT id, name
+               FROM   container.user_bucket
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  container.user_bucket
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = bucket_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+       UPDATE container.user_bucket_item SET target_user = dest_usr WHERE target_user = src_usr;
+
+    -- vandelay.*
+       -- transfer queues the same way we transfer buckets (see above)
+       FOR queue_row in
+               SELECT id, name
+               FROM   vandelay.queue
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  vandelay.queue
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = queue_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+    -- money.*
+    PERFORM actor.usr_merge_rows('money.collections_tracker', 'usr', src_usr, dest_usr);
+    PERFORM actor.usr_merge_rows('money.collections_tracker', 'collector', src_usr, dest_usr);
+    UPDATE money.billable_xact SET usr = dest_usr WHERE usr = src_usr;
+    UPDATE money.billing SET voider = dest_usr WHERE voider = src_usr;
+    UPDATE money.bnm_payment SET accepting_usr = dest_usr WHERE accepting_usr = src_usr;
+
+    -- action.*
+    UPDATE action.circulation SET usr = dest_usr WHERE usr = src_usr;
+    UPDATE action.circulation SET circ_staff = dest_usr WHERE circ_staff = src_usr;
+    UPDATE action.circulation SET checkin_staff = dest_usr WHERE checkin_staff = src_usr;
+    UPDATE action.usr_circ_history SET usr = dest_usr WHERE usr = src_usr;
+
+    UPDATE action.hold_request SET usr = dest_usr WHERE usr = src_usr;
+    UPDATE action.hold_request SET fulfillment_staff = dest_usr WHERE fulfillment_staff = src_usr;
+    UPDATE action.hold_request SET requestor = dest_usr WHERE requestor = src_usr;
+    UPDATE action.hold_notification SET notify_staff = dest_usr WHERE notify_staff = src_usr;
+
+    UPDATE action.in_house_use SET staff = dest_usr WHERE staff = src_usr;
+    UPDATE action.non_cataloged_circulation SET staff = dest_usr WHERE staff = src_usr;
+    UPDATE action.non_cataloged_circulation SET patron = dest_usr WHERE patron = src_usr;
+    UPDATE action.non_cat_in_house_use SET staff = dest_usr WHERE staff = src_usr;
+    UPDATE action.survey_response SET usr = dest_usr WHERE usr = src_usr;
+
+    -- acq.*
+    UPDATE acq.fund_allocation SET allocator = dest_usr WHERE allocator = src_usr;
+       UPDATE acq.fund_transfer SET transfer_user = dest_usr WHERE transfer_user = src_usr;
+
+       -- transfer picklists the same way we transfer buckets (see above)
+       FOR picklist_row in
+               SELECT id, name
+               FROM   acq.picklist
+               WHERE  owner = src_usr
+       LOOP
+               suffix := ' (' || src_usr || ')';
+               LOOP
+                       BEGIN
+                               UPDATE  acq.picklist
+                               SET     owner = dest_usr, name = name || suffix
+                               WHERE   id = picklist_row.id;
+                       EXCEPTION WHEN unique_violation THEN
+                               suffix := suffix || ' ';
+                               CONTINUE;
+                       END;
+                       EXIT;
+               END LOOP;
+       END LOOP;
+
+    UPDATE acq.purchase_order SET owner = dest_usr WHERE owner = src_usr;
+    UPDATE acq.po_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE acq.po_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.provider_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE acq.provider_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.lineitem_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE acq.lineitem_note SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE acq.lineitem_usr_attr_definition SET usr = dest_usr WHERE usr = src_usr;
+
+    -- asset.*
+    UPDATE asset.copy SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE asset.copy SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE asset.copy_note SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE asset.call_number SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE asset.call_number SET editor = dest_usr WHERE editor = src_usr;
+    UPDATE asset.call_number_note SET creator = dest_usr WHERE creator = src_usr;
+
+    -- serial.*
+    UPDATE serial.record_entry SET creator = dest_usr WHERE creator = src_usr;
+    UPDATE serial.record_entry SET editor = dest_usr WHERE editor = src_usr;
+
+    -- reporter.*
+    -- It's not uncommon to define the reporter schema in a replica 
+    -- DB only, so don't assume these tables exist in the write DB.
+    BEGIN
+       UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+       UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+       UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+               -- transfer folders the same way we transfer buckets (see above)
+               FOR folder_row in
+                       SELECT id, name
+                       FROM   reporter.template_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.template_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = folder_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+               -- transfer folders the same way we transfer buckets (see above)
+               FOR folder_row in
+                       SELECT id, name
+                       FROM   reporter.report_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.report_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = folder_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+    BEGIN
+               -- transfer folders the same way we transfer buckets (see above)
+               FOR folder_row in
+                       SELECT id, name
+                       FROM   reporter.output_folder
+                       WHERE  owner = src_usr
+               LOOP
+                       suffix := ' (' || src_usr || ')';
+                       LOOP
+                               BEGIN
+                                       UPDATE  reporter.output_folder
+                                       SET     owner = dest_usr, name = name || suffix
+                                       WHERE   id = folder_row.id;
+                               EXCEPTION WHEN unique_violation THEN
+                                       suffix := suffix || ' ';
+                                       CONTINUE;
+                               END;
+                               EXIT;
+                       END LOOP;
+               END LOOP;
+    EXCEPTION WHEN undefined_table THEN
+        -- do nothing
+    END;
+
+    -- Finally, delete the source user
+    DELETE FROM actor.usr WHERE id = src_usr;
+
+END;
+$$ LANGUAGE plpgsql;
+
+DROP VIEW auditor.acq_invoice_lifecycle;
+
+ALTER TABLE acq.invoice
+    ADD COLUMN complete BOOLEAN NOT NULL DEFAULT FALSE;
+
+-- duplicate steps for auditor table
+ALTER TABLE auditor.acq_invoice_history
+    ADD COLUMN complete BOOLEAN NOT NULL DEFAULT FALSE;
+
+UPDATE acq.invoice SET complete = TRUE WHERE close_date IS NOT NULL;
+UPDATE auditor.acq_invoice_history 
+    SET complete = TRUE WHERE close_date IS NOT NULL;
+
+SET CONSTRAINTS ALL IMMEDIATE;
+
+ALTER TABLE acq.invoice
+    DROP COLUMN close_date, DROP COLUMN erp_export_date, DROP COLUMN closed_by;
+
+ALTER TABLE auditor.acq_invoice_history
+    DROP COLUMN close_date, DROP COLUMN erp_export_date, DROP COLUMN closed_by;
+
+-- this recreates auditor.acq_invoice_lifecycle;
+SELECT auditor.update_auditors();
+
+COMMIT;
+
index 40b672d..eed4779 100644 (file)
@@ -68,3 +68,4 @@ vand-import-edit-date-fix [hold-queue-pos-materialized] 2018-03-30T14:50:53Z Bil
 vand-preserve-all-fields [vand-import-edit-date-fix] 2018-04-09T20:15:27Z Bill Erickson,,, <berick@kcls-dev-local> # Bug in vandelay.replace_fields()
 track-bib-merges [vand-import-edit-date-fix] 2018-04-03T15:04:00Z Bill Erickson,,, <berick@kcls-dev-local> # Track bib merges
 search-index-keep-periods [vand-import-edit-date-fix] 2018-04-02T19:10:31Z Bill Erickson,,, <berick@kcls-dev-local> # Avoid stripping periods in search indexes
+acq-inv-close-fields [search-index-keep-periods] 2018-04-12T19:03:29Z Bill Erickson,,, <berick@kcls-dev-local> # Invoice export by/date fields
index 31d3ef2..dadc96d 100644 (file)
@@ -8842,6 +8842,7 @@ SELECT  usr,
                        <field reporter:label="Payment Method" name="payment_method" reporter:datatype="link" />
                        <field reporter:label="Note" name="note" reporter:datatype="text" />
                        <field reporter:label="Close Date" name="close_date" reporter:datatype="timestamp" />
+                       <field reporter:label="ERP Export Date" name="erp_export_date" reporter:datatype="timestamp" />
                        <field reporter:label="Closed By" name="closed_by" reporter:datatype="link" />
                        <field reporter:label="Invoice Entries" name="entries" reporter:datatype="link" oils_persist:virtual="true"/>
                        <field reporter:label="Invoice Items" name="items" reporter:datatype="link" oils_persist:virtual="true"/>