From: Bill Erickson <berick@esilibrary.com>
Date: Tue, 17 Jul 2012 13:19:46 +0000 (-0400)
Subject: Apply HOLD block on new holds, CAPTURE block on existing
X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=ef0842aba78178d9df85c1edbfb295c54109630a;p=evergreen%2Fmasslnc.git

Apply HOLD block on new holds, CAPTURE block on existing

With the addition of the CAPTURE block, the HOLD block should only apply
for newly placed holds in the hold permit test
(action.hold_request_permit_test).

Signed-off-by: Bill Erickson <berick@esilibrary.com>
Signed-off-by: Jason Stephenson <jstephenson@mvlc.org>
Signed-off-by: Mike Rylander <mrylander@gmail.com>
---

diff --git a/Open-ILS/src/sql/Pg/110.hold_matrix.sql b/Open-ILS/src/sql/Pg/110.hold_matrix.sql
index 5131afb22b..be2ff6511d 100644
--- a/Open-ILS/src/sql/Pg/110.hold_matrix.sql
+++ b/Open-ILS/src/sql/Pg/110.hold_matrix.sql
@@ -236,12 +236,20 @@ DECLARE
     frozen_hold_count    INT;
     context_org_list    INT[];
     done            BOOL := FALSE;
+    hold_penalty TEXT;
 BEGIN
     SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
     SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( pickup_ou );
 
     result.success := TRUE;
 
+    -- The HOLD penalty block only applies to new holds.
+    -- The CAPTURE penalty block applies to existing holds.
+    hold_penalty := 'HOLD';
+    IF retargetting THEN
+        hold_penalty := 'CAPTURE';
+    END IF;
+
     -- Fail if we couldn't find a user
     IF user_object.id IS NULL THEN
         result.fail_part := 'no_user';
@@ -353,7 +361,7 @@ BEGIN
           WHERE usr = match_user
                 AND usp.org_unit IN ( SELECT * FROM unnest(context_org_list) )
                 AND (usp.stop_date IS NULL or usp.stop_date > NOW())
-                AND csp.block_list LIKE '%HOLD%' LOOP
+                AND csp.block_list LIKE '%' || hold_penalty || '%' LOOP
 
         result.fail_part := standing_penalty.name;
         result.success := FALSE;
diff --git a/Open-ILS/src/sql/Pg/upgrade/XXXX.data.hold_cap_fill_penalty_blocks.sql b/Open-ILS/src/sql/Pg/upgrade/XXXX.data.hold_cap_fill_penalty_blocks.sql
index 560cf29fcf..2b991a91cc 100644
--- a/Open-ILS/src/sql/Pg/upgrade/XXXX.data.hold_cap_fill_penalty_blocks.sql
+++ b/Open-ILS/src/sql/Pg/upgrade/XXXX.data.hold_cap_fill_penalty_blocks.sql
@@ -1,4 +1,5 @@
 
+BEGIN;
 
 UPDATE config.standing_penalty 
     SET block_list = REPLACE(block_list, 'HOLD', 'HOLD|CAPTURE') 
@@ -18,3 +19,231 @@ UPDATE config.standing_penalty
         AND block_list NOT LIKE '%FULFILL%'; 
 
 
+-- apply the HOLD vs CAPTURE block logic
+CREATE OR REPLACE FUNCTION action.hold_request_permit_test( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT, retargetting BOOL ) RETURNS SETOF action.matrix_test_result AS $func$
+DECLARE
+    matchpoint_id        INT;
+    user_object        actor.usr%ROWTYPE;
+    age_protect_object    config.rule_age_hold_protect%ROWTYPE;
+    standing_penalty    config.standing_penalty%ROWTYPE;
+    transit_range_ou_type    actor.org_unit_type%ROWTYPE;
+    transit_source        actor.org_unit%ROWTYPE;
+    item_object        asset.copy%ROWTYPE;
+    item_cn_object     asset.call_number%ROWTYPE;
+    item_status_object  config.copy_status%ROWTYPE;
+    item_location_object    asset.copy_location%ROWTYPE;
+    ou_skip              actor.org_unit_setting%ROWTYPE;
+    result            action.matrix_test_result;
+    hold_test        config.hold_matrix_matchpoint%ROWTYPE;
+    use_active_date   TEXT;
+    age_protect_date  TIMESTAMP WITH TIME ZONE;
+    hold_count        INT;
+    hold_transit_prox    INT;
+    frozen_hold_count    INT;
+    context_org_list    INT[];
+    done            BOOL := FALSE;
+    hold_penalty TEXT;
+BEGIN
+    SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
+    SELECT INTO context_org_list ARRAY_ACCUM(id) FROM actor.org_unit_full_path( pickup_ou );
+
+    result.success := TRUE;
+
+    -- The HOLD penalty block only applies to new holds.
+    -- The CAPTURE penalty block applies to existing holds.
+    hold_penalty := 'HOLD';
+    IF retargetting THEN
+        hold_penalty := 'CAPTURE';
+    END IF;
+
+    -- Fail if we couldn't find a user
+    IF user_object.id IS NULL THEN
+        result.fail_part := 'no_user';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+        RETURN;
+    END IF;
+
+    SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
+
+    -- Fail if we couldn't find a copy
+    IF item_object.id IS NULL THEN
+        result.fail_part := 'no_item';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+        RETURN;
+    END IF;
+
+    SELECT INTO matchpoint_id action.find_hold_matrix_matchpoint(pickup_ou, request_ou, match_item, match_user, match_requestor);
+    result.matchpoint := matchpoint_id;
+
+    SELECT INTO ou_skip * FROM actor.org_unit_setting WHERE name = 'circ.holds.target_skip_me' AND org_unit = item_object.circ_lib;
+
+    -- Fail if the circ_lib for the item has circ.holds.target_skip_me set to true
+    IF ou_skip.id IS NOT NULL AND ou_skip.value = 'true' THEN
+        result.fail_part := 'circ.holds.target_skip_me';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+        RETURN;
+    END IF;
+
+    -- Fail if user is barred
+    IF user_object.barred IS TRUE THEN
+        result.fail_part := 'actor.usr.barred';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+        RETURN;
+    END IF;
+
+    SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
+    SELECT INTO item_status_object * FROM config.copy_status WHERE id = item_object.status;
+    SELECT INTO item_location_object * FROM asset.copy_location WHERE id = item_object.location;
+
+    -- Fail if we couldn't find any matchpoint (requires a default)
+    IF matchpoint_id IS NULL THEN
+        result.fail_part := 'no_matchpoint';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+        RETURN;
+    END IF;
+
+    SELECT INTO hold_test * FROM config.hold_matrix_matchpoint WHERE id = matchpoint_id;
+
+    IF hold_test.holdable IS FALSE THEN
+        result.fail_part := 'config.hold_matrix_test.holdable';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+    END IF;
+
+    IF item_object.holdable IS FALSE THEN
+        result.fail_part := 'item.holdable';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+    END IF;
+
+    IF item_status_object.holdable IS FALSE THEN
+        result.fail_part := 'status.holdable';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+    END IF;
+
+    IF item_location_object.holdable IS FALSE THEN
+        result.fail_part := 'location.holdable';
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+    END IF;
+
+    IF hold_test.transit_range IS NOT NULL THEN
+        SELECT INTO transit_range_ou_type * FROM actor.org_unit_type WHERE id = hold_test.transit_range;
+        IF hold_test.distance_is_from_owner THEN
+            SELECT INTO transit_source ou.* FROM actor.org_unit ou JOIN asset.call_number cn ON (cn.owning_lib = ou.id) WHERE cn.id = item_object.call_number;
+        ELSE
+            SELECT INTO transit_source * FROM actor.org_unit WHERE id = item_object.circ_lib;
+        END IF;
+
+        PERFORM * FROM actor.org_unit_descendants( transit_source.id, transit_range_ou_type.depth ) WHERE id = pickup_ou;
+
+        IF NOT FOUND THEN
+            result.fail_part := 'transit_range';
+            result.success := FALSE;
+            done := TRUE;
+            RETURN NEXT result;
+        END IF;
+    END IF;
+ 
+    FOR standing_penalty IN
+        SELECT  DISTINCT csp.*
+          FROM  actor.usr_standing_penalty usp
+                JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
+          WHERE usr = match_user
+                AND usp.org_unit IN ( SELECT * FROM unnest(context_org_list) )
+                AND (usp.stop_date IS NULL or usp.stop_date > NOW())
+                AND csp.block_list LIKE '%' || hold_penalty || '%' LOOP
+
+        result.fail_part := standing_penalty.name;
+        result.success := FALSE;
+        done := TRUE;
+        RETURN NEXT result;
+    END LOOP;
+
+    IF hold_test.stop_blocked_user IS TRUE THEN
+        FOR standing_penalty IN
+            SELECT  DISTINCT csp.*
+              FROM  actor.usr_standing_penalty usp
+                    JOIN config.standing_penalty csp ON (csp.id = usp.standing_penalty)
+              WHERE usr = match_user
+                    AND usp.org_unit IN ( SELECT * FROM unnest(context_org_list) )
+                    AND (usp.stop_date IS NULL or usp.stop_date > NOW())
+                    AND csp.block_list LIKE '%CIRC%' LOOP
+    
+            result.fail_part := standing_penalty.name;
+            result.success := FALSE;
+            done := TRUE;
+            RETURN NEXT result;
+        END LOOP;
+    END IF;
+
+    IF hold_test.max_holds IS NOT NULL AND NOT retargetting THEN
+        SELECT    INTO hold_count COUNT(*)
+          FROM    action.hold_request
+          WHERE    usr = match_user
+            AND fulfillment_time IS NULL
+            AND cancel_time IS NULL
+            AND CASE WHEN hold_test.include_frozen_holds THEN TRUE ELSE frozen IS FALSE END;
+
+        IF hold_count >= hold_test.max_holds THEN
+            result.fail_part := 'config.hold_matrix_test.max_holds';
+            result.success := FALSE;
+            done := TRUE;
+            RETURN NEXT result;
+        END IF;
+    END IF;
+
+    IF item_object.age_protect IS NOT NULL THEN
+        SELECT INTO age_protect_object * FROM config.rule_age_hold_protect WHERE id = item_object.age_protect;
+        IF hold_test.distance_is_from_owner THEN
+            SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_cn_object.owning_lib);
+        ELSE
+            SELECT INTO use_active_date value FROM actor.org_unit_ancestor_setting('circ.holds.age_protect.active_date', item_object.circ_lib);
+        END IF;
+        IF use_active_date = 'true' THEN
+            age_protect_date := COALESCE(item_object.active_date, NOW());
+        ELSE
+            age_protect_date := item_object.create_date;
+        END IF;
+        IF age_protect_date + age_protect_object.age > NOW() THEN
+            IF hold_test.distance_is_from_owner THEN
+                SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
+                SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_cn_object.owning_lib AND to_org = pickup_ou;
+            ELSE
+                SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_object.circ_lib AND to_org = pickup_ou;
+            END IF;
+
+            IF hold_transit_prox > age_protect_object.prox THEN
+                result.fail_part := 'config.rule_age_hold_protect.prox';
+                result.success := FALSE;
+                done := TRUE;
+                RETURN NEXT result;
+            END IF;
+        END IF;
+    END IF;
+
+    IF NOT done THEN
+        RETURN NEXT result;
+    END IF;
+
+    RETURN;
+END;
+$func$ LANGUAGE plpgsql;
+
+
+COMMIT;