From: Bill Erickson <berickxx@gmail.com>
Date: Thu, 1 Sep 2016 20:37:39 +0000 (-0400)
Subject: JBAS-1554 Patron C/O history migration phase 1
X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=358d4019f3a5249f9cf77a2368e3fde1babdfb42;p=working%2FEvergreen.git

JBAS-1554 Patron C/O history migration phase 1

New circ history table and functions, plus script to migrate circ
history in batches.

Signed-off-by: Bill Erickson <berickxx@gmail.com>
---

diff --git a/KCLS/sql/schema/deploy/patron-co-history-stage-1.sql b/KCLS/sql/schema/deploy/patron-co-history-stage-1.sql
new file mode 100644
index 0000000000..24286497ad
--- /dev/null
+++ b/KCLS/sql/schema/deploy/patron-co-history-stage-1.sql
@@ -0,0 +1,513 @@
+-- Deploy kcls-evergreen:patron-co-history-stage-1 to pg
+-- requires: sip-act-type-freegalsip
+
+BEGIN;
+
+CREATE TABLE action.usr_circ_history (
+    id           BIGSERIAL PRIMARY KEY,
+    usr          INTEGER NOT NULL REFERENCES actor.usr(id)
+                 DEFERRABLE INITIALLY DEFERRED,
+    xact_start   TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
+    target_copy  BIGINT NOT NULL, -- asset.copy.id / serial.unit.id
+    due_date     TIMESTAMP WITH TIME ZONE NOT NULL,
+    checkin_time TIMESTAMP WITH TIME ZONE,
+    source_circ  BIGINT REFERENCES action.circulation(id)
+                 ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED
+);
+
+CREATE TRIGGER action_usr_circ_history_target_copy_trig
+  AFTER INSERT OR UPDATE ON action.usr_circ_history
+  FOR EACH ROW EXECUTE PROCEDURE evergreen.fake_fkey_tgr('target_copy');
+
+CREATE INDEX action_usr_circ_history_usr_idx ON action.usr_circ_history (usr);
+CREATE INDEX action_usr_circ_history_source_circ_idx 
+    ON action.usr_circ_history (source_circ);
+
+CREATE OR REPLACE FUNCTION action.maintain_usr_circ_history() 
+    RETURNS TRIGGER AS $FUNK$
+DECLARE
+    cur_circ  BIGINT;
+    first_circ BIGINT;
+BEGIN                                                                          
+
+    -- Any retention value signifies history is enabled.
+    -- This assumes that clearing these values via external 
+    -- process deletes the action.usr_circ_history rows.
+    -- TODO: replace these settings w/ a single bool setting?
+    PERFORM 1 FROM actor.usr_setting 
+        WHERE usr = NEW.usr AND value IS NOT NULL AND name IN (
+            'history.circ.retention_age', 
+            'history.circ.retention_start'
+        );
+
+    IF NOT FOUND THEN
+        RETURN NEW;
+    END IF;
+
+    IF TG_OP = 'INSERT' AND NEW.parent_circ IS NULL THEN
+        -- Starting a new circulation.  Insert the history row.
+        INSERT INTO action.usr_circ_history 
+            (usr, xact_start, target_copy, due_date, source_circ)
+        VALUES (
+            NEW.usr, 
+            NEW.xact_start, 
+            NEW.target_copy, 
+            NEW.due_date, 
+            NEW.id
+        );
+
+        RETURN NEW;
+    END IF;
+
+    -- find the first and last circs in the circ chain 
+    -- for the currently modified circ.
+    FOR cur_circ IN SELECT id FROM action.circ_chain(NEW.id) LOOP
+        IF first_circ IS NULL THEN
+            first_circ := cur_circ;
+            CONTINUE;
+        END IF;
+        -- Allow the loop to continue so that at as the loop
+        -- completes cur_circ points to the final circulation.
+    END LOOP;
+
+    IF NEW.id <> cur_circ THEN
+        -- Modifying an intermediate circ.  Ignore it.
+        RETURN NEW;
+    END IF;
+
+    -- Update the due_date/checkin_time on the history row if the current 
+    -- circ is the last circ in the chain and an update is warranted.
+
+    UPDATE action.usr_circ_history 
+        SET 
+            due_date = NEW.due_date,
+            checkin_time = NEW.checkin_time
+        WHERE 
+            source_circ = first_circ 
+            AND (
+                due_date <> NEW.due_date OR (
+                    (checkin_time IS NULL AND NEW.checkin_time IS NOT NULL) OR
+                    (checkin_time IS NOT NULL AND NEW.checkin_time IS NULL) OR
+                    (checkin_time <> NEW.checkin_time)
+                )
+            );
+    RETURN NEW;
+END;                                                                           
+$FUNK$ LANGUAGE PLPGSQL; 
+
+-- Create TRIGGER after migration
+CREATE TRIGGER maintain_usr_circ_history_tgr 
+    AFTER INSERT OR UPDATE ON action.circulation 
+    FOR EACH ROW EXECUTE PROCEDURE action.maintain_usr_circ_history();
+
+-- Migrate user circ history
+-- Processes users in ID ASC order
+CREATE OR REPLACE FUNCTION action.migrate_usr_circ_history
+    (usr_limit INT DEFAULT NULL, usr_offset INT DEFAULT NULL) 
+    RETURNS VOID AS 
+$FUNK$
+DECLARE
+    cur_usr   INTEGER;
+    cur_circ  action.circulation%ROWTYPE;
+    last_circ action.circulation%ROWTYPE;
+    circ_counter INTEGER DEFAULT 1;
+    usr_counter  INTEGER DEFAULT 1;
+BEGIN
+
+    FOR cur_usr IN 
+        WITH history_users AS (
+            SELECT DISTINCT(au.id) AS id
+            FROM actor.usr au 
+                JOIN actor.usr_setting aus ON (aus.usr = au.id)
+            WHERE 
+                NOT au.deleted 
+                AND aus.name ~ '^history.circ.retention_' 
+        ) SELECT users.id FROM history_users users
+            ORDER BY users.id LIMIT usr_limit OFFSET usr_offset
+    LOOP
+
+        FOR cur_circ IN SELECT * FROM action.usr_visible_circs(cur_usr) LOOP
+
+            PERFORM TRUE FROM asset.copy WHERE id = cur_circ.target_copy;
+
+            -- Avoid inserting a circ history row when the circulated
+            -- item has been (forcibly) removed from the database.
+            IF NOT FOUND THEN
+                CONTINUE;
+            END IF;
+
+            -- Skip this circ if it's already been added to the history table
+            PERFORM TRUE FROM action.usr_circ_history 
+                WHERE source_circ = cur_circ.id;
+
+            IF FOUND THEN
+                CONTINUE;
+            END IF;
+
+            -- Find the last circ in the circ chain.
+            SELECT INTO last_circ * 
+                FROM action.circ_chain(cur_circ.id) 
+                ORDER BY xact_start DESC LIMIT 1;
+
+            -- Create the history row.
+            -- It's OK if last_circ = cur_circ
+            INSERT INTO action.usr_circ_history 
+                (usr, xact_start, target_copy, 
+                    due_date, checkin_time, source_circ)
+            VALUES (
+                cur_circ.usr, 
+                cur_circ.xact_start, 
+                cur_circ.target_copy, 
+                last_circ.due_date, 
+                last_circ.checkin_time,
+                cur_circ.id
+            );
+
+            -- useful for alleviating administrator anxiety.
+            IF circ_counter % 5000 = 0 THEN
+                RAISE NOTICE 'Migrated history for % total circs', circ_counter;
+            END IF;
+
+            circ_counter := circ_counter + 1;
+
+        END LOOP;
+
+         -- useful for alleviating administrator anxiety.
+        IF usr_counter % 1000 = 0 THEN
+            RAISE NOTICE 'Migrated history for % total users', usr_counter;
+        END IF;
+
+        usr_counter := usr_counter + 1;
+    END LOOP;
+
+END $FUNK$ LANGUAGE PLPGSQL;
+
+-- 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;
+
+COMMIT;
diff --git a/KCLS/sql/schema/revert/patron-co-history-stage-1.sql b/KCLS/sql/schema/revert/patron-co-history-stage-1.sql
new file mode 100644
index 0000000000..8ecb57e91c
--- /dev/null
+++ b/KCLS/sql/schema/revert/patron-co-history-stage-1.sql
@@ -0,0 +1,337 @@
+-- Revert kcls-evergreen:patron-co-history-stage-1 from pg
+
+BEGIN;
+
+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;
+
+	-- 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;
+
+DROP FUNCTION action.migrate_usr_circ_history(INT, INT);
+DROP TRIGGER maintain_usr_circ_history_tgr ON action.circulation;
+DROP FUNCTION action.maintain_usr_circ_history();
+DROP TABLE action.usr_circ_history;
+
+COMMIT;
+
diff --git a/KCLS/sql/schema/sqitch.plan b/KCLS/sql/schema/sqitch.plan
index 3e3b1524b9..360c863d0a 100644
--- a/KCLS/sql/schema/sqitch.plan
+++ b/KCLS/sql/schema/sqitch.plan
@@ -40,6 +40,7 @@ auth-prop-mods-bib-meta [ingram-edi-mods] 2016-06-13T16:07:28Z Bill Erickson <be
 backstage-exports-continued [ingram-edi-mods] 2016-06-20T20:28:38Z Bill Erickson <berickxx@gmail.com> # Updating in-db export utilities
 purge-holds [audit-table-maint] 2016-09-21T16:01:57Z Bill Erickson <berickxx@gmail.com> # Holds purge settings
 2.7-to-2.9-upgrade [backstage-exports-continued] 2016-12-09T20:27:17Z Bill Erickson <berickxx@gmail.com> # 2.7 to 2.9 Upgrade
-2.7-to-2.9-upgrade-part-2 [2.7-to-2.9-upgrade] 2016-12-12T15:19:07Z Bill Erickson <berickxx@gmail.com> # 2.7 to 2.9 Upgrade Secondary Updates
-pg-9.6-prep [2.7-to-2.9-upgrade-part-2] 2017-03-20T15:59:10Z Bill Erickson,,, <berick@cylinders> # Prep for PG 9.6
+pg-9.6-prep [2.7-to-2.9-upgrade] 2017-03-20T15:59:10Z Bill Erickson,,, <berick@cylinders> # Prep for PG 9.6
 revert-custom-qstats [backstage-exports-continued] 2017-02-06T22:09:42Z Bill Erickson <berickxx@gmail.com> # Remove custom hold queue position func
+patron-co-history-stage-1 [sip-act-type-freegalsip] 2016-09-01T19:36:46Z Bill Erickson <berickxx@gmail.com> # Patron checkout history base tables and migration func
+2.7-to-2.9-upgrade-part-2 [2.7-to-2.9-upgrade] 2016-12-12T15:19:07Z Bill Erickson <berickxx@gmail.com> # 2.7 to 2.9 Upgrade Secondary Updates
diff --git a/KCLS/sql/schema/tools/migrate-patron-co-history.sh b/KCLS/sql/schema/tools/migrate-patron-co-history.sh
new file mode 100755
index 0000000000..b9c32bb1e7
--- /dev/null
+++ b/KCLS/sql/schema/tools/migrate-patron-co-history.sh
@@ -0,0 +1,16 @@
+#!/bin/bash
+set -eu
+LIMIT=5000
+PAUSE=30
+OFFSET=0
+PSQL="psql -U evergreen"
+
+for SLOT in $(seq 0 62); do
+    echo "Starting OFFSET=$OFFSET at $(date +'%F %T')"
+    echo "SELECT action.migrate_usr_circ_history($LIMIT, $OFFSET)" | $PSQL
+    echo "Finished OFFSET=$OFFSET at $(date +'%F %T')"
+    echo "Pausing $PAUSE seconds before next iteration"
+    sleep $PAUSE
+    OFFSET=$((($OFFSET + $LIMIT)));
+done;
+
diff --git a/KCLS/sql/schema/verify/patron-co-history-stage-1.sql b/KCLS/sql/schema/verify/patron-co-history-stage-1.sql
new file mode 100644
index 0000000000..34c191039d
--- /dev/null
+++ b/KCLS/sql/schema/verify/patron-co-history-stage-1.sql
@@ -0,0 +1,7 @@
+-- Verify kcls-evergreen:patron-co-history-stage-1 on pg
+
+BEGIN;
+
+-- XXX Add verifications here.
+
+ROLLBACK;