From 0480635dbc17551a7cdf61484b3f9334a2ab76f1 Mon Sep 17 00:00:00 2001
From: scottmk <scottmk@dcc99617-32d9-48b4-a31d-7c20da2025e4>
Date: Mon, 29 Mar 2010 14:36:08 +0000
Subject: [PATCH] When propagating funds: propagate the balance_warning_percent
and balance_stop_percent columns.
M Open-ILS/src/sql/Pg/200.schema.acq.sql
M Open-ILS/src/sql/Pg/002.schema.config.sql
A Open-ILS/src/sql/Pg/upgrade/0219.schema.acq.propagate-fund-bal-pct.sql
git-svn-id: svn://svn.open-ils.org/ILS/trunk@16033 dcc99617-32d9-48b4-a31d-7c20da2025e4
---
Open-ILS/src/sql/Pg/002.schema.config.sql | 2 +-
Open-ILS/src/sql/Pg/200.schema.acq.sql | 32 +-
.../0219.schema.acq.propagate-fund-bal-pct.sql | 521 +++++++++++++++++++++
3 files changed, 546 insertions(+), 9 deletions(-)
create mode 100644 Open-ILS/src/sql/Pg/upgrade/0219.schema.acq.propagate-fund-bal-pct.sql
diff --git a/Open-ILS/src/sql/Pg/002.schema.config.sql b/Open-ILS/src/sql/Pg/002.schema.config.sql
index 6a0d7263f1..cb38751ddf 100644
--- a/Open-ILS/src/sql/Pg/002.schema.config.sql
+++ b/Open-ILS/src/sql/Pg/002.schema.config.sql
@@ -60,7 +60,7 @@ CREATE TABLE config.upgrade_log (
install_date TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
);
-INSERT INTO config.upgrade_log (version) VALUES ('0218'); -- miker
+INSERT INTO config.upgrade_log (version) VALUES ('0219'); -- Scott McKellar
CREATE TABLE config.bib_source (
id SERIAL PRIMARY KEY,
diff --git a/Open-ILS/src/sql/Pg/200.schema.acq.sql b/Open-ILS/src/sql/Pg/200.schema.acq.sql
index cb8af11a9f..504a9b6fc5 100644
--- a/Open-ILS/src/sql/Pg/200.schema.acq.sql
+++ b/Open-ILS/src/sql/Pg/200.schema.acq.sql
@@ -1871,7 +1871,9 @@ BEGIN
currency_type,
code,
rollover,
- propagate
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
) VALUES (
old_fund.org,
old_fund.name,
@@ -1879,7 +1881,9 @@ BEGIN
old_fund.currency_type,
old_fund.code,
old_fund.rollover,
- true
+ true,
+ old_fund.balance_warning_percent,
+ old_fund.balance_stop_percent
)
RETURNING id INTO new_id;
EXCEPTION
@@ -1948,7 +1952,9 @@ BEGIN
currency_type,
code,
rollover,
- propagate
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
) VALUES (
old_fund.org,
old_fund.name,
@@ -1956,7 +1962,9 @@ BEGIN
old_fund.currency_type,
old_fund.code,
old_fund.rollover,
- true
+ true,
+ old_fund.balance_warning_percent,
+ old_fund.balance_stop_percent
)
RETURNING id INTO new_id;
EXCEPTION
@@ -2050,7 +2058,9 @@ BEGIN
currency_type,
code,
rollover,
- propagate
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
) VALUES (
roll_fund.org,
roll_fund.name,
@@ -2058,7 +2068,9 @@ BEGIN
roll_fund.currency_type,
roll_fund.code,
true,
- true
+ true,
+ roll_fund.balance_warning_percent,
+ roll_fund.balance_stop_percent
)
RETURNING id INTO new_fund;
ELSE
@@ -2225,7 +2237,9 @@ BEGIN
currency_type,
code,
rollover,
- propagate
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
) VALUES (
roll_fund.org,
roll_fund.name,
@@ -2233,7 +2247,9 @@ BEGIN
roll_fund.currency_type,
roll_fund.code,
true,
- true
+ true,
+ roll_fund.balance_warning_percent,
+ roll_fund.balance_stop_percent
)
RETURNING id INTO new_fund;
ELSE
diff --git a/Open-ILS/src/sql/Pg/upgrade/0219.schema.acq.propagate-fund-bal-pct.sql b/Open-ILS/src/sql/Pg/upgrade/0219.schema.acq.propagate-fund-bal-pct.sql
new file mode 100644
index 0000000000..deeb495f98
--- /dev/null
+++ b/Open-ILS/src/sql/Pg/upgrade/0219.schema.acq.propagate-fund-bal-pct.sql
@@ -0,0 +1,521 @@
+BEGIN;
+
+INSERT INTO config.upgrade_log (version) VALUES ('0219'); -- Scott McKellar
+
+CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit(
+ old_year INTEGER,
+ user_id INTEGER,
+ org_unit_id INTEGER
+) RETURNS VOID AS $$
+DECLARE
+--
+new_id INT;
+old_fund RECORD;
+org_found BOOLEAN;
+--
+BEGIN
+ --
+ -- Sanity checks
+ --
+ IF old_year IS NULL THEN
+ RAISE EXCEPTION 'Input year argument is NULL';
+ ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
+ RAISE EXCEPTION 'Input year is out of range';
+ END IF;
+ --
+ IF user_id IS NULL THEN
+ RAISE EXCEPTION 'Input user id argument is NULL';
+ END IF;
+ --
+ IF org_unit_id IS NULL THEN
+ RAISE EXCEPTION 'Org unit id argument is NULL';
+ ELSE
+ SELECT TRUE INTO org_found
+ FROM actor.org_unit
+ WHERE id = org_unit_id;
+ --
+ IF org_found IS NULL THEN
+ RAISE EXCEPTION 'Org unit id is invalid';
+ END IF;
+ END IF;
+ --
+ -- Loop over the applicable funds
+ --
+ FOR old_fund in SELECT * FROM acq.fund
+ WHERE
+ year = old_year
+ AND propagate
+ AND org = org_unit_id
+ LOOP
+ BEGIN
+ INSERT INTO acq.fund (
+ org,
+ name,
+ year,
+ currency_type,
+ code,
+ rollover,
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
+ ) VALUES (
+ old_fund.org,
+ old_fund.name,
+ old_year + 1,
+ old_fund.currency_type,
+ old_fund.code,
+ old_fund.rollover,
+ true,
+ old_fund.balance_warning_percent,
+ old_fund.balance_stop_percent
+ )
+ RETURNING id INTO new_id;
+ EXCEPTION
+ WHEN unique_violation THEN
+ --RAISE NOTICE 'Fund % already propagated', old_fund.id;
+ CONTINUE;
+ END;
+ --RAISE NOTICE 'Propagating fund % to fund %',
+ -- old_fund.code, new_id;
+ END LOOP;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
+ old_year INTEGER,
+ user_id INTEGER,
+ org_unit_id INTEGER
+) RETURNS VOID AS $$
+DECLARE
+--
+new_id INT;
+old_fund RECORD;
+org_found BOOLEAN;
+--
+BEGIN
+ --
+ -- Sanity checks
+ --
+ IF old_year IS NULL THEN
+ RAISE EXCEPTION 'Input year argument is NULL';
+ ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
+ RAISE EXCEPTION 'Input year is out of range';
+ END IF;
+ --
+ IF user_id IS NULL THEN
+ RAISE EXCEPTION 'Input user id argument is NULL';
+ END IF;
+ --
+ IF org_unit_id IS NULL THEN
+ RAISE EXCEPTION 'Org unit id argument is NULL';
+ ELSE
+ SELECT TRUE INTO org_found
+ FROM actor.org_unit
+ WHERE id = org_unit_id;
+ --
+ IF org_found IS NULL THEN
+ RAISE EXCEPTION 'Org unit id is invalid';
+ END IF;
+ END IF;
+ --
+ -- Loop over the applicable funds
+ --
+ FOR old_fund in SELECT * FROM acq.fund
+ WHERE
+ year = old_year
+ AND propagate
+ AND org in (
+ SELECT id FROM actor.org_unit_descendants( org_unit_id )
+ )
+ LOOP
+ BEGIN
+ INSERT INTO acq.fund (
+ org,
+ name,
+ year,
+ currency_type,
+ code,
+ rollover,
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
+ ) VALUES (
+ old_fund.org,
+ old_fund.name,
+ old_year + 1,
+ old_fund.currency_type,
+ old_fund.code,
+ old_fund.rollover,
+ true,
+ old_fund.balance_warning_percent,
+ old_fund.balance_stop_percent
+ )
+ RETURNING id INTO new_id;
+ EXCEPTION
+ WHEN unique_violation THEN
+ --RAISE NOTICE 'Fund % already propagated', old_fund.id;
+ CONTINUE;
+ END;
+ --RAISE NOTICE 'Propagating fund % to fund %',
+ -- old_fund.code, new_id;
+ END LOOP;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit(
+ old_year INTEGER,
+ user_id INTEGER,
+ org_unit_id INTEGER
+) RETURNS VOID AS $$
+DECLARE
+--
+new_fund INT;
+new_year INT := old_year + 1;
+org_found BOOL;
+xfer_amount NUMERIC;
+roll_fund RECORD;
+deb RECORD;
+detail RECORD;
+--
+BEGIN
+ --
+ -- Sanity checks
+ --
+ IF old_year IS NULL THEN
+ RAISE EXCEPTION 'Input year argument is NULL';
+ ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
+ RAISE EXCEPTION 'Input year is out of range';
+ END IF;
+ --
+ IF user_id IS NULL THEN
+ RAISE EXCEPTION 'Input user id argument is NULL';
+ END IF;
+ --
+ IF org_unit_id IS NULL THEN
+ RAISE EXCEPTION 'Org unit id argument is NULL';
+ ELSE
+ --
+ -- Validate the org unit
+ --
+ SELECT TRUE
+ INTO org_found
+ FROM actor.org_unit
+ WHERE id = org_unit_id;
+ --
+ IF org_found IS NULL THEN
+ RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
+ END IF;
+ END IF;
+ --
+ -- Loop over the propagable funds to identify the details
+ -- from the old fund plus the id of the new one, if it exists.
+ --
+ FOR roll_fund in
+ SELECT
+ oldf.id AS old_fund,
+ oldf.org,
+ oldf.name,
+ oldf.currency_type,
+ oldf.code,
+ oldf.rollover,
+ newf.id AS new_fund_id
+ FROM
+ acq.fund AS oldf
+ LEFT JOIN acq.fund AS newf
+ ON ( oldf.code = newf.code )
+ WHERE
+ oldf.org = org_unit_id
+ and oldf.year = old_year
+ and oldf.propagate
+ and newf.year = new_year
+ LOOP
+ --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
+ --
+ IF roll_fund.new_fund_id IS NULL THEN
+ --
+ -- The old fund hasn't been propagated yet. Propagate it now.
+ --
+ INSERT INTO acq.fund (
+ org,
+ name,
+ year,
+ currency_type,
+ code,
+ rollover,
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
+ ) VALUES (
+ roll_fund.org,
+ roll_fund.name,
+ new_year,
+ roll_fund.currency_type,
+ roll_fund.code,
+ true,
+ true,
+ roll_fund.balance_warning_percent,
+ roll_fund.balance_stop_percent
+ )
+ RETURNING id INTO new_fund;
+ ELSE
+ new_fund = roll_fund.new_fund_id;
+ END IF;
+ --
+ -- Determine the amount to transfer
+ --
+ SELECT amount
+ INTO xfer_amount
+ FROM acq.fund_spent_balance
+ WHERE fund = roll_fund.old_fund;
+ --
+ IF xfer_amount <> 0 THEN
+ IF roll_fund.rollover THEN
+ --
+ -- Transfer balance from old fund to new
+ --
+ --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
+ --
+ PERFORM acq.transfer_fund(
+ roll_fund.old_fund,
+ xfer_amount,
+ new_fund,
+ xfer_amount,
+ user_id,
+ 'Rollover'
+ );
+ ELSE
+ --
+ -- Transfer balance from old fund to the void
+ --
+ -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
+ --
+ PERFORM acq.transfer_fund(
+ roll_fund.old_fund,
+ xfer_amount,
+ NULL,
+ NULL,
+ user_id,
+ 'Rollover'
+ );
+ END IF;
+ END IF;
+ --
+ IF roll_fund.rollover THEN
+ --
+ -- Move any lineitems from the old fund to the new one
+ -- where the associated debit is an encumbrance.
+ --
+ -- Any other tables tying expenditure details to funds should
+ -- receive similar treatment. At this writing there are none.
+ --
+ UPDATE acq.lineitem_detail
+ SET fund = new_fund
+ WHERE
+ fund = roll_fund.old_fund -- this condition may be redundant
+ AND fund_debit in
+ (
+ SELECT id
+ FROM acq.fund_debit
+ WHERE
+ fund = roll_fund.old_fund
+ AND encumbrance
+ );
+ --
+ -- Move encumbrance debits from the old fund to the new fund
+ --
+ UPDATE acq.fund_debit
+ SET fund = new_fund
+ wHERE
+ fund = roll_fund.old_fund
+ AND encumbrance;
+ END IF;
+ --
+ -- Mark old fund as inactive, now that we've closed it
+ --
+ UPDATE acq.fund
+ SET active = FALSE
+ WHERE id = roll_fund.old_fund;
+ END LOOP;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
+ old_year INTEGER,
+ user_id INTEGER,
+ org_unit_id INTEGER
+) RETURNS VOID AS $$
+DECLARE
+--
+new_fund INT;
+new_year INT := old_year + 1;
+org_found BOOL;
+xfer_amount NUMERIC;
+roll_fund RECORD;
+deb RECORD;
+detail RECORD;
+--
+BEGIN
+ --
+ -- Sanity checks
+ --
+ IF old_year IS NULL THEN
+ RAISE EXCEPTION 'Input year argument is NULL';
+ ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
+ RAISE EXCEPTION 'Input year is out of range';
+ END IF;
+ --
+ IF user_id IS NULL THEN
+ RAISE EXCEPTION 'Input user id argument is NULL';
+ END IF;
+ --
+ IF org_unit_id IS NULL THEN
+ RAISE EXCEPTION 'Org unit id argument is NULL';
+ ELSE
+ --
+ -- Validate the org unit
+ --
+ SELECT TRUE
+ INTO org_found
+ FROM actor.org_unit
+ WHERE id = org_unit_id;
+ --
+ IF org_found IS NULL THEN
+ RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
+ END IF;
+ END IF;
+ --
+ -- Loop over the propagable funds to identify the details
+ -- from the old fund plus the id of the new one, if it exists.
+ --
+ FOR roll_fund in
+ SELECT
+ oldf.id AS old_fund,
+ oldf.org,
+ oldf.name,
+ oldf.currency_type,
+ oldf.code,
+ oldf.rollover,
+ newf.id AS new_fund_id
+ FROM
+ acq.fund AS oldf
+ LEFT JOIN acq.fund AS newf
+ ON ( oldf.code = newf.code )
+ WHERE
+ oldf.year = old_year
+ AND oldf.propagate
+ AND newf.year = new_year
+ AND oldf.org in (
+ SELECT id FROM actor.org_unit_descendants( org_unit_id )
+ )
+ LOOP
+ --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
+ --
+ IF roll_fund.new_fund_id IS NULL THEN
+ --
+ -- The old fund hasn't been propagated yet. Propagate it now.
+ --
+ INSERT INTO acq.fund (
+ org,
+ name,
+ year,
+ currency_type,
+ code,
+ rollover,
+ propagate,
+ balance_warning_percent,
+ balance_stop_percent
+ ) VALUES (
+ roll_fund.org,
+ roll_fund.name,
+ new_year,
+ roll_fund.currency_type,
+ roll_fund.code,
+ true,
+ true,
+ roll_fund.balance_warning_percent,
+ roll_fund.balance_stop_percent
+ )
+ RETURNING id INTO new_fund;
+ ELSE
+ new_fund = roll_fund.new_fund_id;
+ END IF;
+ --
+ -- Determine the amount to transfer
+ --
+ SELECT amount
+ INTO xfer_amount
+ FROM acq.fund_spent_balance
+ WHERE fund = roll_fund.old_fund;
+ --
+ IF xfer_amount <> 0 THEN
+ IF roll_fund.rollover THEN
+ --
+ -- Transfer balance from old fund to new
+ --
+ --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
+ --
+ PERFORM acq.transfer_fund(
+ roll_fund.old_fund,
+ xfer_amount,
+ new_fund,
+ xfer_amount,
+ user_id,
+ 'Rollover'
+ );
+ ELSE
+ --
+ -- Transfer balance from old fund to the void
+ --
+ -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
+ --
+ PERFORM acq.transfer_fund(
+ roll_fund.old_fund,
+ xfer_amount,
+ NULL,
+ NULL,
+ user_id,
+ 'Rollover'
+ );
+ END IF;
+ END IF;
+ --
+ IF roll_fund.rollover THEN
+ --
+ -- Move any lineitems from the old fund to the new one
+ -- where the associated debit is an encumbrance.
+ --
+ -- Any other tables tying expenditure details to funds should
+ -- receive similar treatment. At this writing there are none.
+ --
+ UPDATE acq.lineitem_detail
+ SET fund = new_fund
+ WHERE
+ fund = roll_fund.old_fund -- this condition may be redundant
+ AND fund_debit in
+ (
+ SELECT id
+ FROM acq.fund_debit
+ WHERE
+ fund = roll_fund.old_fund
+ AND encumbrance
+ );
+ --
+ -- Move encumbrance debits from the old fund to the new fund
+ --
+ UPDATE acq.fund_debit
+ SET fund = new_fund
+ wHERE
+ fund = roll_fund.old_fund
+ AND encumbrance;
+ END IF;
+ --
+ -- Mark old fund as inactive, now that we've closed it
+ --
+ UPDATE acq.fund
+ SET active = FALSE
+ WHERE id = roll_fund.old_fund;
+ END LOOP;
+END;
+$$ LANGUAGE plpgsql;
+
+COMMIT;
--
2.11.0