Testing - Holds Policy Script

/*  scratch

action.find_hold_matrix_matchpoint
pickup_ou int
request_ou int
match_item bigint
match_user int
match_requestor int

rogan.holds_testing
id
pickup_ou, request_ou -> should these go recursively through org_units at branch level or be spelled out?
match_item -> can be selected by a query, how many at different locations?
match_user -> same as item
match_requestor -> should test staff as well as user
expected result

*/


CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint(pickup_ou integer, request_ou integer, match_item bigint, match_user integer, match_requestor integer)
  RETURNS integer AS
$func$
DECLARE
    requestor_object    actor.usr%ROWTYPE;
    user_object         actor.usr%ROWTYPE;
    item_object         asset.copy%ROWTYPE;
    item_cn_object      asset.call_number%ROWTYPE;
    my_item_age         INTERVAL;
    rec_descriptor      metabib.rec_descriptor%ROWTYPE;
    matchpoint          config.hold_matrix_matchpoint%ROWTYPE;
    weights             config.hold_matrix_weights%ROWTYPE;
    denominator         NUMERIC(6,2);
    v_pickup_ou         ALIAS FOR pickup_ou;
    v_request_ou         ALIAS FOR request_ou;
BEGIN
    SELECT INTO user_object         * FROM actor.usr                WHERE id = match_user;
    SELECT INTO requestor_object    * FROM actor.usr                WHERE id = match_requestor;
    SELECT INTO item_object         * FROM asset.copy               WHERE id = match_item;
    SELECT INTO item_cn_object      * FROM asset.call_number        WHERE id = item_object.call_number;
    SELECT INTO rec_descriptor      * FROM metabib.rec_descriptor   WHERE record = item_cn_object.record;

    SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));

    -- The item's owner should probably be the one determining if the item is holdable
    -- How to decide that is debatable. Decided to default to the circ library (where the item lives)
    -- This flag will allow for setting it to the owning library (where the call number "lives")
    PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.weight_owner_not_circ' AND enabled;

    -- Grab the closest set circ weight setting.
    IF NOT FOUND THEN
        -- Default to circ library
        SELECT INTO weights hw.*
          FROM config.weight_assoc wa
               JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
               JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) d ON (wa.org_unit = d.id)
          WHERE active
          ORDER BY d.distance
          LIMIT 1;
    ELSE
        -- Flag is set, use owning library
        SELECT INTO weights hw.*
          FROM config.weight_assoc wa
               JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
               JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) d ON (wa.org_unit = d.id)
          WHERE active
          ORDER BY d.distance
          LIMIT 1;
    END IF;

    -- No weights? Bad admin! Defaults to handle that anyway.
    IF weights.id IS NULL THEN
        weights.user_home_ou    := 5.0;
        weights.request_ou      := 5.0;
        weights.pickup_ou       := 5.0;
        weights.item_owning_ou  := 5.0;
        weights.item_circ_ou    := 5.0;
        weights.usr_grp         := 7.0;
        weights.requestor_grp   := 8.0;
        weights.circ_modifier   := 4.0;
        weights.marc_type       := 3.0;
        weights.marc_form       := 2.0;
        weights.marc_bib_level  := 1.0;
        weights.marc_vr_format  := 1.0;
        weights.juvenile_flag   := 4.0;
        weights.ref_flag        := 0.0;
        weights.item_age        := 0.0;
    END IF;

    -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
    -- If you break your org tree with funky parenting this may be wrong
    -- Note: This CTE is duplicated in the find_circ_matrix_matchpoint function, and it may be a good idea to split it off to a function
    -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
    WITH all_distance(distance) AS (
            SELECT depth AS distance FROM actor.org_unit_type
        UNION
            SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
    )
    SELECT INTO denominator MAX(distance) + 1 FROM all_distance;

    -- To ATTEMPT to make this work like it used to, make it reverse the user/requestor profile ids.
    -- This may be better implemented as part of the upgrade script?
    -- Set usr_grp = requestor_grp, requestor_grp = 1 or something when this flag is already set
    -- Then remove this flag, of course.
    PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.usr_not_requestor' AND enabled;

    IF FOUND THEN
        -- Note: This, to me, is REALLY hacky. I put it in anyway.
        -- If you can't tell, this is a single call swap on two variables.
        SELECT INTO user_object.profile, requestor_object.profile
                    requestor_object.profile, user_object.profile;
    END IF;

    -- Select the winning matchpoint into the matchpoint variable for returning
    SELECT INTO matchpoint m.*
      FROM  config.hold_matrix_matchpoint m
            /*LEFT*/ JOIN permission.grp_ancestors_distance( requestor_object.profile ) rpgad ON m.requestor_grp = rpgad.id
            LEFT JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.usr_grp = upgad.id
            LEFT JOIN actor.org_unit_ancestors_distance( v_pickup_ou ) puoua ON m.pickup_ou = puoua.id
            LEFT JOIN actor.org_unit_ancestors_distance( v_request_ou ) rqoua ON m.request_ou = rqoua.id
            LEFT JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) cnoua ON m.item_owning_ou = cnoua.id
            LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.item_circ_ou = iooua.id
            LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou  ) uhoua ON m.user_home_ou = uhoua.id
      WHERE m.active
            -- Permission Groups
         -- AND (m.requestor_grp        IS NULL OR upgad.id IS NOT NULL) -- Optional Requestor Group?
            AND (m.usr_grp              IS NULL OR upgad.id IS NOT NULL)
            -- Org Units
            AND (m.pickup_ou            IS NULL OR (puoua.id IS NOT NULL AND (puoua.distance = 0 OR NOT m.strict_ou_match)))
            AND (m.request_ou           IS NULL OR (rqoua.id IS NOT NULL AND (rqoua.distance = 0 OR NOT m.strict_ou_match)))
            AND (m.item_owning_ou       IS NULL OR (cnoua.id IS NOT NULL AND (cnoua.distance = 0 OR NOT m.strict_ou_match)))
            AND (m.item_circ_ou         IS NULL OR (iooua.id IS NOT NULL AND (iooua.distance = 0 OR NOT m.strict_ou_match)))
            AND (m.user_home_ou         IS NULL OR (uhoua.id IS NOT NULL AND (uhoua.distance = 0 OR NOT m.strict_ou_match)))
            -- Static User Checks
            AND (m.juvenile_flag        IS NULL OR m.juvenile_flag = user_object.juvenile)
            -- Static Item Checks
            AND (m.circ_modifier        IS NULL OR m.circ_modifier = item_object.circ_modifier)
            AND (m.marc_type            IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
            AND (m.marc_form            IS NULL OR m.marc_form = rec_descriptor.item_form)
            AND (m.marc_bib_level       IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
            AND (m.marc_vr_format       IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
            AND (m.ref_flag             IS NULL OR m.ref_flag = item_object.ref)
            AND (m.item_age             IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
      ORDER BY
            -- Permission Groups
            CASE WHEN rpgad.distance    IS NOT NULL THEN 2^(2*weights.requestor_grp - (rpgad.distance/denominator)) ELSE 0.0 END +
            CASE WHEN upgad.distance    IS NOT NULL THEN 2^(2*weights.usr_grp - (upgad.distance/denominator)) ELSE 0.0 END +
            -- Org Units
            CASE WHEN puoua.distance    IS NOT NULL THEN 2^(2*weights.pickup_ou - (puoua.distance/denominator)) ELSE 0.0 END +
            CASE WHEN rqoua.distance    IS NOT NULL THEN 2^(2*weights.request_ou - (rqoua.distance/denominator)) ELSE 0.0 END +
            CASE WHEN cnoua.distance    IS NOT NULL THEN 2^(2*weights.item_owning_ou - (cnoua.distance/denominator)) ELSE 0.0 END +
            CASE WHEN iooua.distance    IS NOT NULL THEN 2^(2*weights.item_circ_ou - (iooua.distance/denominator)) ELSE 0.0 END +
            CASE WHEN uhoua.distance    IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
            -- Static User Checks       -- Note: 4^x is equiv to 2^(2*x)
            CASE WHEN m.juvenile_flag   IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
            -- Static Item Checks
            CASE WHEN m.circ_modifier   IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
            CASE WHEN m.marc_type       IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
            CASE WHEN m.marc_form       IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
            CASE WHEN m.marc_vr_format  IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
            CASE WHEN m.ref_flag        IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
            -- Item age has a slight adjustment to weight based on value.
            -- This should ensure that a shorter age limit comes first when all else is equal.
            -- NOTE: This assumes that intervals will normally be in days.
            CASE WHEN m.item_age            IS NOT NULL THEN 4^weights.item_age - 86400/EXTRACT(EPOCH FROM m.item_age) ELSE 0.0 END DESC,
            -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
            -- This prevents "we changed the table order by updating a rule, and we started getting different results"
            m.id;

    -- Return just the ID for now
    RETURN matchpoint.id;
END;
$func$ LANGUAGE 'plpgsql';



CREATE TYPE action.matrix_test_result AS ( success BOOL, matchpoint INT, fail_part TEXT );
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;
    v_pickup_ou ALIAS FOR pickup_ou;
    v_request_ou ALIAS FOR request_ou;
BEGIN
    SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
    SELECT INTO context_org_list ARRAY_AGG(id) FROM actor.org_unit_full_path( v_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(v_pickup_ou, v_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 = v_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 = v_pickup_ou;
            ELSE
                SELECT INTO hold_transit_prox prox FROM actor.org_unit_proximity WHERE from_org = item_object.circ_lib AND to_org = v_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;

CREATE OR REPLACE FUNCTION action.hold_request_permit_test( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT ) RETURNS SETOF action.matrix_test_result AS $func$
    SELECT * FROM action.hold_request_permit_test( $1, $2, $3, $4, $5, FALSE );
$func$ LANGUAGE SQL;

CREATE OR REPLACE FUNCTION action.hold_retarget_permit_test( pickup_ou INT, request_ou INT, match_item BIGINT, match_user INT, match_requestor INT ) RETURNS SETOF action.matrix_test_result AS $func$
    SELECT * FROM action.hold_request_permit_test( $1, $2, $3, $4, $5, TRUE );
$func$ LANGUAGE SQL;