Schema Changes: 3.2.0

Upgrade: 3.1.5 → 3.2.0

This release applied 18 migration(s) to the database schema.

ID Type Description

1115

schema

emergency closing

1116

schema

workstation settings

1117

data

workstation settings

1118

data

bre format title fix

1120

data

add upc to z3950

1121

schema

perm group display

1122

schema

patron alt name

1123

schema

autorenewals

1124

data

wide holds workstation settings

1125

schema

lp1777675 latest inventory date support

1126

schema

vandelay state tracking

1127

data

schema.acq.patron requests

1128

schema

invoice close date

1129

data

acq grid settings

1130

schema

actor usr merge bail on same user

1131

schema

keep usr merge up to date

1132

data

yaous longoverdue descrip typos

1133

schema

no dupe transits

Migration Details

1115 — emergency closing

Type: schema

View SQL
INSERT INTO permission.perm_list (id,code,description) VALUES ( 607, 'EMERGENCY_CLOSING', 'Create and manage Emergency Closings');

INSERT INTO action_trigger.hook (key,core_type,description) VALUES ('checkout.due.emergency_closing','aecc','Circulation due date was adjusted by the Emergency Closing handler');
INSERT INTO action_trigger.hook (key,core_type,description) VALUES ('hold.shelf_expire.emergency_closing','aech','Hold shelf expire time was adjusted by the Emergency Closing handler');
INSERT INTO action_trigger.hook (key,core_type,description) VALUES ('booking.due.emergency_closing','aecr','Booking reservation return date was adjusted by the Emergency Closing handler');

CREATE TABLE action.emergency_closing (
    id                  SERIAL      PRIMARY KEY,
    creator             INT         NOT NULL REFERENCES actor.usr (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    create_time         TIMESTAMPTZ NOT NULL DEFAULT NOW(),
    process_start_time  TIMESTAMPTZ,
    process_end_time    TIMESTAMPTZ,
    last_update_time    TIMESTAMPTZ
);

ALTER TABLE actor.org_unit_closed
    ADD COLUMN emergency_closing INT
        REFERENCES action.emergency_closing (id) ON DELETE RESTRICT DEFERRABLE INITIALLY DEFERRED;

CREATE TABLE action.emergency_closing_circulation (
    id                  BIGSERIAL   PRIMARY KEY,
    emergency_closing   INT         NOT NULL REFERENCES action.emergency_closing (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    circulation         INT         NOT NULL REFERENCES action.circulation (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    original_due_date   TIMESTAMPTZ,
    process_time        TIMESTAMPTZ
);
CREATE INDEX emergency_closing_circulation_emergency_closing_idx ON action.emergency_closing_circulation (emergency_closing);
CREATE INDEX emergency_closing_circulation_circulation_idx ON action.emergency_closing_circulation (circulation);

CREATE TABLE action.emergency_closing_reservation (
    id                  BIGSERIAL   PRIMARY KEY,
    emergency_closing   INT         NOT NULL REFERENCES action.emergency_closing (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    reservation         INT         NOT NULL REFERENCES booking.reservation (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    original_end_time   TIMESTAMPTZ,
    process_time        TIMESTAMPTZ
);
CREATE INDEX emergency_closing_reservation_emergency_closing_idx ON action.emergency_closing_reservation (emergency_closing);
CREATE INDEX emergency_closing_reservation_reservation_idx ON action.emergency_closing_reservation (reservation);

CREATE TABLE action.emergency_closing_hold (
    id                  BIGSERIAL   PRIMARY KEY,
    emergency_closing   INT         NOT NULL REFERENCES action.emergency_closing (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    hold                INT         NOT NULL REFERENCES action.hold_request (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    original_shelf_expire_time   TIMESTAMPTZ,
    process_time        TIMESTAMPTZ
);
CREATE INDEX emergency_closing_hold_emergency_closing_idx ON action.emergency_closing_hold (emergency_closing);
CREATE INDEX emergency_closing_hold_hold_idx ON action.emergency_closing_hold (hold);

CREATE OR REPLACE VIEW action.emergency_closing_status AS
    SELECT  e.*,
            COALESCE(c.count, 0) AS circulations,
            COALESCE(c.completed, 0) AS circulations_complete,
            COALESCE(b.count, 0) AS reservations,
            COALESCE(b.completed, 0) AS reservations_complete,
            COALESCE(h.count, 0) AS holds,
            COALESCE(h.completed, 0) AS holds_complete
      FROM  action.emergency_closing e
            LEFT JOIN (SELECT emergency_closing, count(*) count, SUM((process_time IS NOT NULL)::INT) completed FROM action.emergency_closing_circulation GROUP BY 1) c ON (c.emergency_closing = e.id)
            LEFT JOIN (SELECT emergency_closing, count(*) count, SUM((process_time IS NOT NULL)::INT) completed FROM action.emergency_closing_reservation GROUP BY 1) b ON (b.emergency_closing = e.id)
            LEFT JOIN (SELECT emergency_closing, count(*) count, SUM((process_time IS NOT NULL)::INT) completed FROM action.emergency_closing_hold GROUP BY 1) h ON (h.emergency_closing = e.id)
;

CREATE OR REPLACE FUNCTION evergreen.find_next_open_time ( circ_lib INT, initial TIMESTAMPTZ, hourly BOOL DEFAULT FALSE, initial_time TIME DEFAULT NULL, dow_count INT DEFAULT 0 )
    RETURNS TIMESTAMPTZ AS $$
DECLARE
    day_number      INT;
    plus_days       INT;
    final_time      TEXT;
    time_adjusted   BOOL;
    hoo_open        TIME WITHOUT TIME ZONE;
    hoo_close       TIME WITHOUT TIME ZONE;
    adjacent        actor.org_unit_closed%ROWTYPE;
    breakout        INT := 0;

    IF dow_count > 6 THEN
        RETURN initial;
    END IF;

    IF initial_time IS NULL THEN
        initial_time := initial::TIME;
    END IF;

    final_time := (initial + '1 second'::INTERVAL)::TEXT;
    LOOP
        breakout := breakout + 1;

        time_adjusted := FALSE;

        IF dow_count > 0 THEN -- we're recursing, so check for HOO closing
            day_number := EXTRACT(ISODOW FROM final_time::TIMESTAMPTZ) - 1;
            plus_days := 0;
            FOR i IN 1..7 LOOP
                EXECUTE 'SELECT dow_' || day_number || '_open, dow_' || day_number || '_close FROM actor.hours_of_operation WHERE id = $1'
                    INTO hoo_open, hoo_close
                    USING circ_lib;

                -- RAISE NOTICE 'initial time: %; dow: %; close: %',initial_time,day_number,hoo_close;

                IF hoo_close = '00:00:00' THEN -- bah ... I guess we'll check the next day
                    day_number := (day_number + 1) % 7;
                    plus_days := plus_days + 1;
                    time_adjusted := TRUE;
                    CONTINUE;
                END IF;

                IF hoo_close IS NULL THEN -- no hours of operation ... assume no closing?
                    hoo_close := '23:59:59';
                END IF;

                EXIT;
            END LOOP;

            final_time := DATE(final_time::TIMESTAMPTZ + (plus_days || ' days')::INTERVAL)::TEXT;
            IF hoo_close <> '00:00:00' AND hourly THEN -- Not a day-granular circ
                final_time := final_time||' '|| hoo_close;
            ELSE
                final_time := final_time||' 23:59:59';
            END IF;
        END IF;

        -- Loop through other closings
        LOOP
            SELECT * INTO adjacent FROM actor.org_unit_closed WHERE org_unit = circ_lib AND final_time::TIMESTAMPTZ between close_start AND close_end;
            EXIT WHEN adjacent.id IS NULL;
            time_adjusted := TRUE;
            -- RAISE NOTICE 'recursing for closings with final_time: %',final_time;
            final_time := evergreen.find_next_open_time(circ_lib, adjacent.close_end::TIMESTAMPTZ, hourly, initial_time, dow_count + 1)::TEXT;
        END LOOP;

        EXIT WHEN breakout > 100;
        EXIT WHEN NOT time_adjusted;

    END LOOP;

    RETURN final_time;
END;
$$ LANGUAGE PLPGSQL;

CREATE TYPE action.emergency_closing_stage_1_count AS (circulations INT, reservations INT, holds INT);
CREATE OR REPLACE FUNCTION action.emergency_closing_stage_1 ( e_closing INT )
    RETURNS SETOF action.emergency_closing_stage_1_count AS $$
DECLARE
    tmp     INT;
    touched action.emergency_closing_stage_1_count%ROWTYPE;
    -- First, gather circs
    INSERT INTO action.emergency_closing_circulation (emergency_closing, circulation)
        SELECT  e_closing,
                circ.id
          FROM  actor.org_unit_closed closing
                JOIN action.emergency_closing ec ON (closing.emergency_closing = ec.id AND ec.id = e_closing)
                JOIN action.circulation circ ON (
                    circ.circ_lib = closing.org_unit
                    AND circ.due_date BETWEEN closing.close_start AND (closing.close_end + '1s'::INTERVAL)
                    AND circ.xact_finish IS NULL
                )
          WHERE NOT EXISTS (SELECT 1 FROM action.emergency_closing_circulation t WHERE t.emergency_closing = e_closing AND t.circulation = circ.id);

    GET DIAGNOSTICS tmp = ROW_COUNT;
    touched.circulations := tmp;

    INSERT INTO action.emergency_closing_reservation (emergency_closing, reservation)
        SELECT  e_closing,
                res.id
          FROM  actor.org_unit_closed closing
                JOIN action.emergency_closing ec ON (closing.emergency_closing = ec.id AND ec.id = e_closing)
                JOIN booking.reservation res ON (
                    res.pickup_lib = closing.org_unit
                    AND res.end_time BETWEEN closing.close_start AND (closing.close_end + '1s'::INTERVAL)
                )
          WHERE NOT EXISTS (SELECT 1 FROM action.emergency_closing_reservation t WHERE t.emergency_closing = e_closing AND t.reservation = res.id);

    GET DIAGNOSTICS tmp = ROW_COUNT;
    touched.reservations := tmp;

    INSERT INTO action.emergency_closing_hold (emergency_closing, hold)
        SELECT  e_closing,
                hold.id
          FROM  actor.org_unit_closed closing
                JOIN action.emergency_closing ec ON (closing.emergency_closing = ec.id AND ec.id = e_closing)
                JOIN action.hold_request hold ON (
                    pickup_lib = closing.org_unit
                    AND hold.shelf_expire_time BETWEEN closing.close_start AND (closing.close_end + '1s'::INTERVAL)
                    AND hold.fulfillment_time IS NULL
                    AND hold.cancel_time IS NULL
                )
          WHERE NOT EXISTS (SELECT 1 FROM action.emergency_closing_hold t WHERE t.emergency_closing = e_closing AND t.hold = hold.id);

    GET DIAGNOSTICS tmp = ROW_COUNT;
    touched.holds := tmp;

    UPDATE  action.emergency_closing
      SET   process_start_time = NOW(),
            last_update_time = NOW()
      WHERE id = e_closing;

    RETURN NEXT touched;
END;
$$ LANGUAGE PLPGSQL;

CREATE OR REPLACE FUNCTION action.emergency_closing_stage_2_hold ( hold_closing_entry INT )
    RETURNS BOOL AS $$
DECLARE
    hold        action.hold_request%ROWTYPE;
    e_closing   action.emergency_closing%ROWTYPE;
    e_c_hold    action.emergency_closing_hold%ROWTYPE;
    closing     actor.org_unit_closed%ROWTYPE;
    day_number  INT;
    hoo_close   TIME WITHOUT TIME ZONE;
    plus_days   INT;
    -- Gather objects involved
    SELECT  * INTO e_c_hold
      FROM  action.emergency_closing_hold
      WHERE id = hold_closing_entry;

    IF e_c_hold.process_time IS NOT NULL THEN
        -- Already processed ... moving on
        RETURN FALSE;
    END IF;

    SELECT  * INTO e_closing
      FROM  action.emergency_closing
      WHERE id = e_c_hold.emergency_closing;

    IF e_closing.process_start_time IS NULL THEN
        -- Huh... that's odd. And wrong.
        RETURN FALSE;
    END IF;

    SELECT  * INTO closing
      FROM  actor.org_unit_closed
      WHERE emergency_closing = e_closing.id;

    SELECT  * INTO hold
      FROM  action.hold_request h
      WHERE id = e_c_hold.hold;

    -- Record the processing
    UPDATE  action.emergency_closing_hold
      SET   original_shelf_expire_time = hold.shelf_expire_time,
            process_time = NOW()
      WHERE id = hold_closing_entry;

    UPDATE  action.emergency_closing
      SET   last_update_time = NOW()
      WHERE id = e_closing.id;

    UPDATE  action.hold_request
      SET   shelf_expire_time = evergreen.find_next_open_time(closing.org_unit, hold.shelf_expire_time, TRUE)
      WHERE id = hold.id;

    RETURN TRUE;
END;
$$ LANGUAGE PLPGSQL;

CREATE OR REPLACE FUNCTION action.emergency_closing_stage_2_circ ( circ_closing_entry INT )
    RETURNS BOOL AS $$
DECLARE
    circ            action.circulation%ROWTYPE;
    e_closing       action.emergency_closing%ROWTYPE;
    e_c_circ        action.emergency_closing_circulation%ROWTYPE;
    closing         actor.org_unit_closed%ROWTYPE;
    adjacent        actor.org_unit_closed%ROWTYPE;
    bill            money.billing%ROWTYPE;
    last_bill       money.billing%ROWTYPE;
    day_number      INT;
    hoo_close       TIME WITHOUT TIME ZONE;
    plus_days       INT;
    avoid_negative  BOOL;
    extend_grace    BOOL;
    new_due_date    TEXT;
    -- Gather objects involved
    SELECT  * INTO e_c_circ
      FROM  action.emergency_closing_circulation
      WHERE id = circ_closing_entry;

    IF e_c_circ.process_time IS NOT NULL THEN
        -- Already processed ... moving on
        RETURN FALSE;
    END IF;

    SELECT  * INTO e_closing
      FROM  action.emergency_closing
      WHERE id = e_c_circ.emergency_closing;

    IF e_closing.process_start_time IS NULL THEN
        -- Huh... that's odd. And wrong.
        RETURN FALSE;
    END IF;

    SELECT  * INTO closing
      FROM  actor.org_unit_closed
      WHERE emergency_closing = e_closing.id;

    SELECT  * INTO circ
      FROM  action.circulation
      WHERE id = e_c_circ.circulation;

    -- Record the processing
    UPDATE  action.emergency_closing_circulation
      SET   original_due_date = circ.due_date,
            process_time = NOW()
      WHERE id = circ_closing_entry;

    UPDATE  action.emergency_closing
      SET   last_update_time = NOW()
      WHERE id = e_closing.id;

    SELECT value::BOOL INTO avoid_negative FROM actor.org_unit_ancestor_setting('bill.prohibit_negative_balance_on_overdues', circ.circ_lib);
    SELECT value::BOOL INTO extend_grace FROM actor.org_unit_ancestor_setting('circ.grace.extend', circ.circ_lib);

    new_due_date := evergreen.find_next_open_time( closing.org_unit, circ.due_date, EXTRACT(EPOCH FROM circ.duration)::INT % 86400 > 0 )::TEXT;
    UPDATE action.circulation SET due_date = new_due_date::TIMESTAMPTZ WHERE id = circ.id;

    -- Now, see if we need to get rid of some fines
    SELECT  * INTO last_bill
      FROM  money.billing b
      WHERE b.xact = circ.id
            AND NOT b.voided
            AND b.btype = 1
      ORDER BY billing_ts DESC
      LIMIT 1;

    FOR bill IN
        SELECT  *
          FROM  money.billing b
          WHERE b.xact = circ.id
                AND b.btype = 1
                AND NOT b.voided
                AND (
                    b.billing_ts BETWEEN closing.close_start AND new_due_date::TIMESTAMPTZ
                    OR (extend_grace AND last_bill.billing_ts <= new_due_date::TIMESTAMPTZ + circ.grace_period)
                )
                AND NOT EXISTS (SELECT 1 FROM money.account_adjustment a WHERE a.billing = b.id)
          ORDER BY billing_ts
    LOOP
        IF avoid_negative THEN
            PERFORM FROM money.materialized_billable_xact_summary WHERE id = circ.id AND balanced_owd < bill.amount;
            EXIT WHEN FOUND; -- We can't go negative, and voiding this bill would do that...
        END IF;

        UPDATE  money.billing
          SET   voided = TRUE,
                void_time = NOW(),
                note = COALESCE(note,'') || ' :: Voided by emergency closing handler'
          WHERE id = bill.id;
    END LOOP;

    RETURN TRUE;
END;
$$ LANGUAGE PLPGSQL;

CREATE OR REPLACE FUNCTION action.emergency_closing_stage_2_reservation ( res_closing_entry INT )
    RETURNS BOOL AS $$
DECLARE
    res             booking.reservation%ROWTYPE;
    e_closing       action.emergency_closing%ROWTYPE;
    e_c_res         action.emergency_closing_reservation%ROWTYPE;
    closing         actor.org_unit_closed%ROWTYPE;
    adjacent        actor.org_unit_closed%ROWTYPE;
    bill            money.billing%ROWTYPE;
    day_number      INT;
    hoo_close       TIME WITHOUT TIME ZONE;
    plus_days       INT;
    avoid_negative  BOOL;
    new_due_date    TEXT;
    -- Gather objects involved
    SELECT  * INTO e_c_res
      FROM  action.emergency_closing_reservation
      WHERE id = res_closing_entry;

    IF e_c_res.process_time IS NOT NULL THEN
        -- Already processed ... moving on
        RETURN FALSE;
    END IF;

    SELECT  * INTO e_closing
      FROM  action.emergency_closing
      WHERE id = e_c_res.emergency_closing;

    IF e_closing.process_start_time IS NULL THEN
        -- Huh... that's odd. And wrong.
        RETURN FALSE;
    END IF;

    SELECT  * INTO closing
      FROM  actor.org_unit_closed
      WHERE emergency_closing = e_closing.id;

    SELECT  * INTO res
      FROM  booking.reservation
      WHERE id = e_c_res.reservation;

    IF res.pickup_lib IS NULL THEN -- Need to be far enough along to have a pickup lib
        RETURN FALSE;
    END IF;

    -- Record the processing
    UPDATE  action.emergency_closing_reservation
      SET   original_end_time = res.end_time,
            process_time = NOW()
      WHERE id = res_closing_entry;

    UPDATE  action.emergency_closing
      SET   last_update_time = NOW()
      WHERE id = e_closing.id;

    SELECT value::BOOL INTO avoid_negative FROM actor.org_unit_ancestor_setting('bill.prohibit_negative_balance_on_overdues', res.pickup_lib);

    new_due_date := evergreen.find_next_open_time( closing.org_unit, res.end_time, EXTRACT(EPOCH FROM res.booking_interval)::INT % 86400 > 0 )::TEXT;
    UPDATE booking.reservation SET end_time = new_due_date::TIMESTAMPTZ WHERE id = res.id;

    -- Now, see if we need to get rid of some fines
    FOR bill IN
        SELECT  *
          FROM  money.billing b
          WHERE b.xact = res.id
                AND b.btype = 1
                AND NOT b.voided
                AND b.billing_ts BETWEEN closing.close_start AND new_due_date::TIMESTAMPTZ
                AND NOT EXISTS (SELECT 1 FROM money.account_adjustment a WHERE a.billing = b.id)
    LOOP
        IF avoid_negative THEN
            PERFORM FROM money.materialized_billable_xact_summary WHERE id = res.id AND balanced_owd < bill.amount;
            EXIT WHEN FOUND; -- We can't go negative, and voiding this bill would do that...
        END IF;

        UPDATE  money.billing
          SET   voided = TRUE,
                void_time = NOW(),
                note = COALESCE(note,'') || ' :: Voided by emergency closing handler'
          WHERE id = bill.id;
    END LOOP;

    RETURN TRUE;
END;
$$ LANGUAGE PLPGSQL;

1116 — workstation settings

Type: schema

View SQL
CREATE TYPE actor.cascade_setting_summary AS (
    name TEXT,
    value JSON,
    has_org_setting BOOLEAN,
    has_user_setting BOOLEAN,
    has_workstation_setting BOOLEAN
);


CREATE TABLE config.workstation_setting_type (
    name            TEXT    PRIMARY KEY,
    label           TEXT    UNIQUE NOT NULL,
    grp             TEXT    REFERENCES config.settings_group (name),
    description     TEXT,
    datatype        TEXT    NOT NULL DEFAULT 'string',
    fm_class        TEXT,
    --
    -- define valid datatypes
    --
    CONSTRAINT cwst_valid_datatype CHECK ( datatype IN
    ( 'bool', 'integer', 'float', 'currency', 'interval',
      'date', 'string', 'object', 'array', 'link' ) ),
    --
    -- fm_class is meaningful only for 'link' datatype
    --
    CONSTRAINT cwst_no_empty_link CHECK
    ( ( datatype =  'link' AND fm_class IS NOT NULL ) OR
      ( datatype <> 'link' AND fm_class IS NULL ) )
);

CREATE TABLE actor.workstation_setting (
    id          SERIAL PRIMARY KEY,
    workstation INT    NOT NULL REFERENCES actor.workstation (id)
                       ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
    name        TEXT   NOT NULL REFERENCES config.workstation_setting_type (name)
                       ON DELETE CASCADE ON UPDATE CASCADE DEFERRABLE INITIALLY DEFERRED,
    value       JSON   NOT NULL
);


CREATE INDEX actor_workstation_setting_workstation_idx
    ON actor.workstation_setting (workstation);

CREATE OR REPLACE FUNCTION config.setting_is_user_or_ws()
RETURNS TRIGGER AS $FUNC$

    IF TG_TABLE_NAME = 'usr_setting_type' THEN
        PERFORM TRUE FROM config.workstation_setting_type cwst
            WHERE cwst.name = NEW.name;
        IF NOT FOUND THEN
            RETURN NULL;
        END IF;
    END IF;

    IF TG_TABLE_NAME = 'workstation_setting_type' THEN
        PERFORM TRUE FROM config.usr_setting_type cust
            WHERE cust.name = NEW.name;
        IF NOT FOUND THEN
            RETURN NULL;
        END IF;
    END IF;

    RAISE EXCEPTION
        '% Cannot be used as both a user setting and a workstation setting.',
        NEW.name;
END;
$FUNC$ LANGUAGE PLPGSQL STABLE;

CREATE CONSTRAINT TRIGGER check_setting_is_usr_or_ws
  AFTER INSERT OR UPDATE ON config.usr_setting_type
  FOR EACH ROW EXECUTE PROCEDURE config.setting_is_user_or_ws();

CREATE CONSTRAINT TRIGGER check_setting_is_usr_or_ws
  AFTER INSERT OR UPDATE ON config.workstation_setting_type
  FOR EACH ROW EXECUTE PROCEDURE config.setting_is_user_or_ws();

CREATE OR REPLACE FUNCTION actor.get_cascade_setting(
    setting_name TEXT, org_id INT, user_id INT, workstation_id INT)
    RETURNS actor.cascade_setting_summary AS
$FUNC$
DECLARE
    setting_value JSON;
    summary actor.cascade_setting_summary;
    org_setting_type config.org_unit_setting_type%ROWTYPE;

    summary.name := setting_name;

    -- Collect the org setting type status first in case we exit early.
    -- The existance of an org setting type is not considered
    -- privileged information.
    SELECT INTO org_setting_type *
        FROM config.org_unit_setting_type WHERE name = setting_name;
    IF FOUND THEN
        summary.has_org_setting := TRUE;
    ELSE
        summary.has_org_setting := FALSE;
    END IF;

    -- User and workstation settings have the same priority.
    -- Start with user settings since that's the simplest code path.
    -- The workstation_id is ignored if no user_id is provided.
    IF user_id IS NOT NULL THEN

        SELECT INTO summary.value value FROM actor.usr_setting
            WHERE usr = user_id AND name = setting_name;

        IF FOUND THEN
            -- if we have a value, we have a setting type
            summary.has_user_setting := TRUE;

            IF workstation_id IS NOT NULL THEN
                -- Only inform the caller about the workstation
                -- setting type disposition when a workstation id is
                -- provided.  Otherwise, it's NULL to indicate UNKNOWN.
                summary.has_workstation_setting := FALSE;
            END IF;

            RETURN summary;
        END IF;

        -- no user setting value, but a setting type may exist
        SELECT INTO summary.has_user_setting EXISTS (
            SELECT TRUE FROM config.usr_setting_type
            WHERE name = setting_name
        );

        IF workstation_id IS NOT NULL THEN

            IF NOT summary.has_user_setting THEN
                -- A workstation setting type may only exist when a user
                -- setting type does not.

                SELECT INTO summary.value value
                    FROM actor.workstation_setting
                    WHERE workstation = workstation_id AND name = setting_name;

                IF FOUND THEN
                    -- if we have a value, we have a setting type
                    summary.has_workstation_setting := TRUE;
                    RETURN summary;
                END IF;

                -- no value, but a setting type may exist
                SELECT INTO summary.has_workstation_setting EXISTS (
                    SELECT TRUE FROM config.workstation_setting_type
                    WHERE name = setting_name
                );
            END IF;

            -- Finally make use of the workstation to determine the org
            -- unit if none is provided.
            IF org_id IS NULL AND summary.has_org_setting THEN
                SELECT INTO org_id owning_lib
                    FROM actor.workstation WHERE id = workstation_id;
            END IF;
        END IF;
    END IF;

    -- Some org unit settings are protected by a view permission.
    -- First see if we have any data that needs protecting, then
    -- check the permission if needed.

    IF NOT summary.has_org_setting THEN
        RETURN summary;
    END IF;

    -- avoid putting the value into the summary until we confirm
    -- the value should be visible to the caller.
    SELECT INTO setting_value value
        FROM actor.org_unit_ancestor_setting(setting_name, org_id);

    IF NOT FOUND THEN
        -- No value found -- perm check is irrelevant.
        RETURN summary;
    END IF;

    IF org_setting_type.view_perm IS NOT NULL THEN

        IF user_id IS NULL THEN
            RAISE NOTICE 'Perm check required but no user_id provided';
            RETURN summary;
        END IF;

        IF NOT permission.usr_has_perm(
            user_id, (SELECT code FROM permission.perm_list
                WHERE id = org_setting_type.view_perm), org_id)
        THEN
            RAISE NOTICE 'Perm check failed for user % on %',
                user_id, org_setting_type.view_perm;
            RETURN summary;
        END IF;
    END IF;

    -- Perm check succeeded or was not necessary.
    summary.value := setting_value;
    RETURN summary;
END;
$FUNC$ LANGUAGE PLPGSQL;


CREATE OR REPLACE FUNCTION actor.get_cascade_setting_batch(
    setting_names TEXT[], org_id INT, user_id INT, workstation_id INT)
    RETURNS SETOF actor.cascade_setting_summary AS
$FUNC$
-- Returns a row per setting matching the setting name order.  If no
-- value is applied, NULL is returned to retain name-response ordering.
DECLARE
    setting_name TEXT;
    summary actor.cascade_setting_summary;
    FOREACH setting_name IN ARRAY setting_names LOOP
        SELECT INTO summary * FROM actor.get_cascade_setting(
            setting_Name, org_id, user_id, workstation_id);
        RETURN NEXT summary;
    END LOOP;
END;
$FUNC$ LANGUAGE PLPGSQL;

1117 — workstation settings

Type: data

View SQL
INSERT INTO permission.perm_list (id, code, description) VALUES
 (608, 'APPLY_WORKSTATION_SETTING',
   oils_i18n_gettext(608, 'APPLY_WORKSTATION_SETTING', 'ppl', 'description'));

INSERT INTO config.workstation_setting_type (name, grp, datatype, label)
VALUES (
    'eg.circ.checkin.no_precat_alert', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.no_precat_alert',
        'Checkin: Ignore Precataloged Items',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.noop', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.noop',
        'Checkin: Suppress Holds and Transits',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.void_overdues', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.void_overdues',
        'Checkin: Amnesty Mode',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.auto_print_holds_transits', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.auto_print_holds_transits',
        'Checkin: Auto-Print Holds and Transits',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.clear_expired', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.clear_expired',
        'Checkin: Clear Holds Shelf',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.retarget_holds', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.retarget_holds',
        'Checkin: Retarget Local Holds',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.retarget_holds_all', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.retarget_holds_all',
        'Checkin: Retarget All Statuses',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.hold_as_transit', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.hold_as_transit',
        'Checkin: Capture Local Holds as Transits',
        'cwst', 'label'
    )
), (
    'eg.circ.checkin.manual_float', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.checkin.manual_float',
        'Checkin: Manual Floating Active',
        'cwst', 'label'
    )
), (
    'eg.circ.patron.summary.collapse', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.patron.summary.collapse',
        'Collaps Patron Summary Display',
        'cwst', 'label'
    )
), (
    'circ.bills.receiptonpay', 'circ', 'bool',
    oils_i18n_gettext(
        'circ.bills.receiptonpay',
        'Print Receipt On Payment',
        'cwst', 'label'
    )
), (
    'circ.renew.strict_barcode', 'circ', 'bool',
    oils_i18n_gettext(
        'circ.renew.strict_barcode',
        'Renew: Strict Barcode',
        'cwst', 'label'
    )
), (
    'circ.checkin.strict_barcode', 'circ', 'bool',
    oils_i18n_gettext(
        'circ.checkin.strict_barcode',
        'Checkin: Strict Barcode',
        'cwst', 'label'
    )
), (
    'circ.checkout.strict_barcode', 'circ', 'bool',
    oils_i18n_gettext(
        'circ.checkout.strict_barcode',
        'Checkout: Strict Barcode',
        'cwst', 'label'
    )
), (
    'cat.holdings_show_copies', 'cat', 'bool',
    oils_i18n_gettext(
        'cat.holdings_show_copies',
        'Holdings View Show Copies',
        'cwst', 'label'
    )
), (
    'cat.holdings_show_empty', 'cat', 'bool',
    oils_i18n_gettext(
        'cat.holdings_show_empty',
        'Holdings View Show Empty Volumes',
        'cwst', 'label'
    )
), (
    'cat.holdings_show_empty_org', 'cat', 'bool',
    oils_i18n_gettext(
        'cat.holdings_show_empty_org',
        'Holdings View Show Empty Orgs',
        'cwst', 'label'
    )
), (
    'cat.holdings_show_vols', 'cat', 'bool',
    oils_i18n_gettext(
        'cat.holdings_show_vols',
        'Holdings View Show Volumes',
        'cwst', 'label'
    )
), (
    'cat.copy.defaults', 'cat', 'object',
    oils_i18n_gettext(
        'cat.copy.defaults',
        'Copy Edit Default Values',
        'cwst', 'label'
    )
), (
    'cat.printlabels.default_template', 'cat', 'string',
    oils_i18n_gettext(
        'cat.printlabels.default_template',
        'Print Label Default Template',
        'cwst', 'label'
    )
), (
    'cat.printlabels.templates', 'cat', 'object',
    oils_i18n_gettext(
        'cat.printlabels.templates',
        'Print Label Templates',
        'cwst', 'label'
    )
), (
    'eg.circ.patron.search.include_inactive', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.patron.search.include_inactive',
        'Patron Search Include Inactive',
        'cwst', 'label'
    )
), (
    'eg.circ.patron.search.show_extras', 'circ', 'bool',
    oils_i18n_gettext(
        'eg.circ.patron.search.show_extras',
        'Patron Search Show Extra Search Options',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.checkin.checkin', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.checkin.checkin',
        'Grid Config: circ.checkin.checkin',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.checkin.capture', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.checkin.capture',
        'Grid Config: circ.checkin.capture',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.server.config.copy_tag_type', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.server.config.copy_tag_type',
        'Grid Config: admin.server.config.copy_tag_type',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.server.config.metabib_field_virtual_map.grid', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.server.config.metabib_field_virtual_map.grid',
        'Grid Config: admin.server.config.metabib_field_virtual_map.grid',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.server.config.metabib_field.grid', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.server.config.metabib_field.grid',
        'Grid Config: admin.server.config.metabib_field.grid',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.server.config.marc_field', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.server.config.marc_field',
        'Grid Config: admin.server.config.marc_field',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.server.asset.copy_tag', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.server.asset.copy_tag',
        'Grid Config: admin.server.asset.copy_tag',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.local.circ.neg_balance_users', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.local.circ.neg_balance_users',
        'Grid Config: admin.local.circ.neg_balance_users',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.local.rating.badge', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.local.rating.badge',
        'Grid Config: admin.local.rating.badge',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.workstation.work_log', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.workstation.work_log',
        'Grid Config: admin.workstation.work_log',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.workstation.patron_log', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.workstation.patron_log',
        'Grid Config: admin.workstation.patron_log',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.serials.pattern_template', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.admin.serials.pattern_template',
        'Grid Config: admin.serials.pattern_template',
        'cwst', 'label'
    )
), (
    'eg.grid.serials.copy_templates', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.serials.copy_templates',
        'Grid Config: serials.copy_templates',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.record_overlay.holdings', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.record_overlay.holdings',
        'Grid Config: cat.record_overlay.holdings',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.bucket.record.search', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.bucket.record.search',
        'Grid Config: cat.bucket.record.search',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.bucket.record.view', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.bucket.record.view',
        'Grid Config: cat.bucket.record.view',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.bucket.record.pending', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.bucket.record.pending',
        'Grid Config: cat.bucket.record.pending',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.bucket.copy.view', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.bucket.copy.view',
        'Grid Config: cat.bucket.copy.view',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.bucket.copy.pending', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.bucket.copy.pending',
        'Grid Config: cat.bucket.copy.pending',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.items', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.items',
        'Grid Config: cat.items',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.volcopy.copies', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.volcopy.copies',
        'Grid Config: cat.volcopy.copies',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.volcopy.copies.complete', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.volcopy.copies.complete',
        'Grid Config: cat.volcopy.copies.complete',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.peer_bibs', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.peer_bibs',
        'Grid Config: cat.peer_bibs',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.catalog.holds', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.catalog.holds',
        'Grid Config: cat.catalog.holds',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.holdings', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.holdings',
        'Grid Config: cat.holdings',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.z3950_results', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.z3950_results',
        'Grid Config: cat.z3950_results',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.holds.shelf', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.holds.shelf',
        'Grid Config: circ.holds.shelf',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.holds.pull', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.holds.pull',
        'Grid Config: circ.holds.pull',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.in_house_use', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.in_house_use',
        'Grid Config: circ.in_house_use',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.renew', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.renew',
        'Grid Config: circ.renew',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.transits.list', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.transits.list',
        'Grid Config: circ.transits.list',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.holds', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.holds',
        'Grid Config: circ.patron.holds',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.pending_patrons.list', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.pending_patrons.list',
        'Grid Config: circ.pending_patrons.list',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.items_out.noncat', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.items_out.noncat',
        'Grid Config: circ.patron.items_out.noncat',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.items_out', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.items_out',
        'Grid Config: circ.patron.items_out',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.billhistory_payments', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.billhistory_payments',
        'Grid Config: circ.patron.billhistory_payments',
        'cwst', 'label'
    )
), (
    'eg.grid.user.bucket.view', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.user.bucket.view',
        'Grid Config: user.bucket.view',
        'cwst', 'label'
    )
), (
    'eg.grid.user.bucket.pending', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.user.bucket.pending',
        'Grid Config: user.bucket.pending',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.staff_messages', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.staff_messages',
        'Grid Config: circ.patron.staff_messages',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.archived_messages', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.archived_messages',
        'Grid Config: circ.patron.archived_messages',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.bills', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.bills',
        'Grid Config: circ.patron.bills',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.checkout', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.checkout',
        'Grid Config: circ.patron.checkout',
        'cwst', 'label'
    )
), (
    'eg.grid.serials.mfhd_grid', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.serials.mfhd_grid',
        'Grid Config: serials.mfhd_grid',
        'cwst', 'label'
    )
), (
    'eg.grid.serials.view_item_grid', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.serials.view_item_grid',
        'Grid Config: serials.view_item_grid',
        'cwst', 'label'
    )
), (
    'eg.grid.serials.dist_stream_grid', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.serials.dist_stream_grid',
        'Grid Config: serials.dist_stream_grid',
        'cwst', 'label'
    )
), (
    'eg.grid.circ.patron.search', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.circ.patron.search',
        'Grid Config: circ.patron.search',
        'cwst', 'label'
    )
), (
    'eg.cat.record.summary.collapse', 'gui', 'bool',
    oils_i18n_gettext(
        'eg.cat.record.summary.collapse',
        'Collapse Bib Record Summary',
        'cwst', 'label'
    )
), (
    'cat.marcedit.flateditor', 'gui', 'bool',
    oils_i18n_gettext(
        'cat.marcedit.flateditor',
        'Use Flat MARC Editor',
        'cwst', 'label'
    )
), (
    'cat.marcedit.stack_subfields', 'gui', 'bool',
    oils_i18n_gettext(
        'cat.marcedit.stack_subfields',
        'MARC Editor Stack Subfields',
        'cwst', 'label'
    )
), (
    'eg.offline.print_receipt', 'gui', 'bool',
    oils_i18n_gettext(
        'eg.offline.print_receipt',
        'Offline Print Receipt',
        'cwst', 'label'
    )
), (
    'eg.offline.strict_barcode', 'gui', 'bool',
    oils_i18n_gettext(
        'eg.offline.strict_barcode',
        'Offline Use Strict Barcode',
        'cwst', 'label'
    )
), (
    'cat.default_bib_marc_template', 'gui', 'string',
    oils_i18n_gettext(
        'cat.default_bib_marc_template',
        'Default MARC Template',
        'cwst', 'label'
    )
), (
    'eg.audio.disable', 'gui', 'bool',
    oils_i18n_gettext(
        'eg.audio.disable',
        'Disable Staff Client Notification Audio',
        'cwst', 'label'
    )
), (
    'eg.search.adv_pane', 'gui', 'string',
    oils_i18n_gettext(
        'eg.search.adv_pane',
        'Catalog Advanced Search Default Pane',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.bills_current', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.bills_current',
        'Print Template Context: bills_current',
        'cwst', 'label'
    )
), (
    'eg.print.template.bills_current', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.bills_current',
        'Print Template: bills_current',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.bills_historical', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.bills_historical',
        'Print Template Context: bills_historical',
        'cwst', 'label'
    )
), (
    'eg.print.template.bills_historical', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.bills_historical',
        'Print Template: bills_historical',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.bill_payment', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.bill_payment',
        'Print Template Context: bill_payment',
        'cwst', 'label'
    )
), (
    'eg.print.template.bill_payment', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.bill_payment',
        'Print Template: bill_payment',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.checkin', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.checkin',
        'Print Template Context: checkin',
        'cwst', 'label'
    )
), (
    'eg.print.template.checkin', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.checkin',
        'Print Template: checkin',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.checkout', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.checkout',
        'Print Template Context: checkout',
        'cwst', 'label'
    )
), (
    'eg.print.template.checkout', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.checkout',
        'Print Template: checkout',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.hold_transit_slip', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.hold_transit_slip',
        'Print Template Context: hold_transit_slip',
        'cwst', 'label'
    )
), (
    'eg.print.template.hold_transit_slip', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.hold_transit_slip',
        'Print Template: hold_transit_slip',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.hold_shelf_slip', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.hold_shelf_slip',
        'Print Template Context: hold_shelf_slip',
        'cwst', 'label'
    )
), (
    'eg.print.template.hold_shelf_slip', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.hold_shelf_slip',
        'Print Template: hold_shelf_slip',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.holds_for_bib', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.holds_for_bib',
        'Print Template Context: holds_for_bib',
        'cwst', 'label'
    )
), (
    'eg.print.template.holds_for_bib', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.holds_for_bib',
        'Print Template: holds_for_bib',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.holds_for_patron', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.holds_for_patron',
        'Print Template Context: holds_for_patron',
        'cwst', 'label'
    )
), (
    'eg.print.template.holds_for_patron', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.holds_for_patron',
        'Print Template: holds_for_patron',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.hold_pull_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.hold_pull_list',
        'Print Template Context: hold_pull_list',
        'cwst', 'label'
    )
), (
    'eg.print.template.hold_pull_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.hold_pull_list',
        'Print Template: hold_pull_list',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.hold_shelf_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.hold_shelf_list',
        'Print Template Context: hold_shelf_list',
        'cwst', 'label'
    )
), (
    'eg.print.template.hold_shelf_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.hold_shelf_list',
        'Print Template: hold_shelf_list',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.in_house_use_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.in_house_use_list',
        'Print Template Context: in_house_use_list',
        'cwst', 'label'
    )
), (
    'eg.print.template.in_house_use_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.in_house_use_list',
        'Print Template: in_house_use_list',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.item_status', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.item_status',
        'Print Template Context: item_status',
        'cwst', 'label'
    )
), (
    'eg.print.template.item_status', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.item_status',
        'Print Template: item_status',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.items_out', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.items_out',
        'Print Template Context: items_out',
        'cwst', 'label'
    )
), (
    'eg.print.template.items_out', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.items_out',
        'Print Template: items_out',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.patron_address', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.patron_address',
        'Print Template Context: patron_address',
        'cwst', 'label'
    )
), (
    'eg.print.template.patron_address', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.patron_address',
        'Print Template: patron_address',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.patron_data', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.patron_data',
        'Print Template Context: patron_data',
        'cwst', 'label'
    )
), (
    'eg.print.template.patron_data', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.patron_data',
        'Print Template: patron_data',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.patron_note', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.patron_note',
        'Print Template Context: patron_note',
        'cwst', 'label'
    )
), (
    'eg.print.template.patron_note', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.patron_note',
        'Print Template: patron_note',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.renew', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.renew',
        'Print Template Context: renew',
        'cwst', 'label'
    )
), (
    'eg.print.template.renew', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.renew',
        'Print Template: renew',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.transit_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.transit_list',
        'Print Template Context: transit_list',
        'cwst', 'label'
    )
), (
    'eg.print.template.transit_list', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.transit_list',
        'Print Template: transit_list',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.transit_slip', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.transit_slip',
        'Print Template Context: transit_slip',
        'cwst', 'label'
    )
), (
    'eg.print.template.transit_slip', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.transit_slip',
        'Print Template: transit_slip',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.offline_checkout', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.offline_checkout',
        'Print Template Context: offline_checkout',
        'cwst', 'label'
    )
), (
    'eg.print.template.offline_checkout', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.offline_checkout',
        'Print Template: offline_checkout',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.offline_renew', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.offline_renew',
        'Print Template Context: offline_renew',
        'cwst', 'label'
    )
), (
    'eg.print.template.offline_renew', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.offline_renew',
        'Print Template: offline_renew',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.offline_checkin', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.offline_checkin',
        'Print Template Context: offline_checkin',
        'cwst', 'label'
    )
), (
    'eg.print.template.offline_checkin', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.offline_checkin',
        'Print Template: offline_checkin',
        'cwst', 'label'
    )
), (
    'eg.print.template_context.offline_in_house_use', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template_context.offline_in_house_use',
        'Print Template Context: offline_in_house_use',
        'cwst', 'label'
    )
), (
    'eg.print.template.offline_in_house_use', 'gui', 'string',
    oils_i18n_gettext(
        'eg.print.template.offline_in_house_use',
        'Print Template: offline_in_house_use',
        'cwst', 'label'
    )
), (
    'eg.serials.stream_names', 'gui', 'array',
    oils_i18n_gettext(
        'eg.serials.stream_names',
        'Serials Local Stream Names',
        'cwst', 'label'
    )
), (
    'eg.serials.items.do_print_routing_lists', 'gui', 'bool',
    oils_i18n_gettext(
        'eg.serials.items.do_print_routing_lists',
        'Serials Print Routing Lists',
        'cwst', 'label'
    )
), (
    'eg.serials.items.receive_and_barcode', 'gui', 'bool',
    oils_i18n_gettext(
        'eg.serials.items.receive_and_barcode',
        'Serials Barcode On Receive',
        'cwst', 'label'
    )
);


-- More values with fm_class'es
INSERT INTO config.workstation_setting_type (name, grp, datatype, fm_class, label)
VALUES (
    'eg.search.search_lib', 'gui', 'link', 'aou',
    oils_i18n_gettext(
        'eg.search.search_lib',
        'Staff Catalog Default Search Library',
        'cwst', 'label'
    )
), (
    'eg.search.pref_lib', 'gui', 'link', 'aou',
    oils_i18n_gettext(
        'eg.search.pref_lib',
        'Staff Catalog Preferred Library',
        'cwst', 'label'
    )
);

1118 — bre format title fix

Type: data

View SQL
UPDATE action_trigger.event_definition
SET template =
$$
[%- USE date -%]
[%- SET user = target.0.owner -%]
To: [%- params.recipient_email || user.email %]
From: [%- params.sender_email || default_sender %]
Date: [%- date.format(date.now, '%a, %d %b %Y %T -0000', gmt => 1) %]
Subject: Bibliographic Records
Auto-Submitted: auto-generated

[% FOR cbreb IN target %]
[% FOR item IN cbreb.items;
    bre_id = item.target_biblio_record_entry;

    bibxml = helpers.unapi_bre(bre_id, {flesh => '{mra}'});
    title = '';
    FOR part IN bibxml.findnodes('//*[@tag="245"]/*[@code="a" or @code="b"]');
        title = title _ part.textContent;
    END;

    author = bibxml.findnodes('//*[@tag="100"]/*[@code="a"]').textContent;
    item_type = bibxml.findnodes('//*[local-name()="attributes"]/*[local-name()="field"][@name="item_type"]').getAttribute('coded-value');
    publisher = bibxml.findnodes('//*[@tag="260"]/*[@code="b"]').textContent;
    pubdate = bibxml.findnodes('//*[@tag="260"]/*[@code="c"]').textContent;
    isbn = bibxml.findnodes('//*[@tag="020"]/*[@code="a"]').textContent;
    issn = bibxml.findnodes('//*[@tag="022"]/*[@code="a"]').textContent;
    upc = bibxml.findnodes('//*[@tag="024"]/*[@code="a"]').textContent;
%]

[% loop.count %]/[% loop.size %].  Bib ID# [% bre_id %]
[% IF isbn %]ISBN: [% isbn _ "\n" %][% END -%]
[% IF issn %]ISSN: [% issn _ "\n" %][% END -%]
[% IF upc  %]UPC:  [% upc _ "\n" %] [% END -%]
Title: [% title %]
Author: [% author %]
Publication Info: [% publisher %] [% pubdate %]
Item Type: [% item_type %]

[% END %]
[% END %]
$$
WHERE hook = 'biblio.format.record_entry.email'
-- from previous stock definition
AND MD5(template) = 'ee4e6c1b3049086c570c7a77413d46c1';

UPDATE action_trigger.event_definition
SET template =
$$
<div>
    <style> li { padding: 8px; margin 5px; }</style>
    <ol>
    [% FOR cbreb IN target %]
    [% FOR item IN cbreb.items;
        bre_id = item.target_biblio_record_entry;

        bibxml = helpers.unapi_bre(bre_id, {flesh => '{mra}'});
        title = '';
        FOR part IN bibxml.findnodes('//*[@tag="245"]/*[@code="a" or @code="b"]');
            title = title _ part.textContent;
        END;

        author = bibxml.findnodes('//*[@tag="100"]/*[@code="a"]').textContent;
        item_type = bibxml.findnodes('//*[local-name()="attributes"]/*[local-name()="field"][@name="item_type"]').getAttribute('coded-value');
        publisher = bibxml.findnodes('//*[@tag="260"]/*[@code="b"]').textContent;
        pubdate = bibxml.findnodes('//*[@tag="260"]/*[@code="c"]').textContent;
        isbn = bibxml.findnodes('//*[@tag="020"]/*[@code="a"]').textContent;
        %]

        <li>
            Bib ID# [% bre_id %] ISBN: [% isbn %]<br />
            Title: [% title %]<br />
            Author: [% author %]<br />
            Publication Info: [% publisher %] [% pubdate %]<br/>
            Item Type: [% item_type %]
        </li>
    [% END %]
    [% END %]
    </ol>
</div>
$$
WHERE hook = 'biblio.format.record_entry.print'
-- from previous stock definition
AND MD5(template) = '9ada7ea8417cb23f89d0dc8f15ec68d0';

1120 — add upc to z3950

Type: data

View SQL
--Only insert if the attributes are not already present

INSERT INTO config.z3950_attr (source, name, label, code, format, truncation)
SELECT 'oclc','upc','UPC','1007','6','0'
WHERE NOT EXISTS (SELECT name FROM config.z3950_attr WHERE source = 'oclc' AND name = 'upc');

INSERT INTO config.z3950_attr (source, name, label, code, format, truncation)
SELECT 'loc','upc','UPC','1007','1','1'
WHERE NOT EXISTS (SELECT name FROM config.z3950_attr WHERE source = 'loc' AND name = 'upc');

1121 — perm group display

Type: schema

View SQL
CREATE TABLE permission.grp_tree_display_entry (
    id      SERIAL PRIMARY KEY,
    position INTEGER NOT NULL,
    org     INTEGER NOT NULL REFERENCES actor.org_unit (id)
            DEFERRABLE INITIALLY DEFERRED,
    grp     INTEGER NOT NULL REFERENCES permission.grp_tree (id)
            DEFERRABLE INITIALLY DEFERRED,
    CONSTRAINT pgtde_once_per_org UNIQUE (org, grp)
);

ALTER TABLE permission.grp_tree_display_entry
    ADD COLUMN parent integer REFERENCES permission.grp_tree_display_entry (id)
            DEFERRABLE INITIALLY DEFERRED;

INSERT INTO permission.perm_list (id, code, description)
VALUES (609, 'MANAGE_CUSTOM_PERM_GRP_TREE', oils_i18n_gettext( 609,
    'Allows a user to manage custom permission group lists.', 'ppl', 'description' ));

1122 — patron alt name

Type: schema

View SQL
ALTER TABLE actor.usr
    ADD COLUMN pref_prefix TEXT,
    ADD COLUMN pref_first_given_name TEXT,
    ADD COLUMN pref_second_given_name TEXT,
    ADD COLUMN pref_family_name TEXT,
    ADD COLUMN pref_suffix TEXT,
    ADD COLUMN name_keywords TEXT,
    ADD COLUMN name_kw_tsvector TSVECTOR;

ALTER TABLE staging.user_stage
    ADD COLUMN pref_first_given_name TEXT,
    ADD COLUMN pref_second_given_name TEXT,
    ADD COLUMN pref_family_name TEXT;

CREATE INDEX actor_usr_pref_first_given_name_idx
    ON actor.usr (evergreen.lowercase(pref_first_given_name));
CREATE INDEX actor_usr_pref_second_given_name_idx
    ON actor.usr (evergreen.lowercase(pref_second_given_name));
CREATE INDEX actor_usr_pref_family_name_idx
    ON actor.usr (evergreen.lowercase(pref_family_name));
CREATE INDEX actor_usr_pref_first_given_name_unaccent_idx
    ON actor.usr (evergreen.unaccent_and_squash(pref_first_given_name));
CREATE INDEX actor_usr_pref_second_given_name_unaccent_idx
    ON actor.usr (evergreen.unaccent_and_squash(pref_second_given_name));
CREATE INDEX actor_usr_pref_family_name_unaccent_idx
   ON actor.usr (evergreen.unaccent_and_squash(pref_family_name));

-- Update keyword indexes for existing patrons

UPDATE actor.usr SET name_kw_tsvector =
    TO_TSVECTOR(
        COALESCE(prefix, '') || ' ' ||
        COALESCE(first_given_name, '') || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(first_given_name), '') || ' ' ||
        COALESCE(second_given_name, '') || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(second_given_name), '') || ' ' ||
        COALESCE(family_name, '') || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(family_name), '') || ' ' ||
        COALESCE(suffix, '')
    );

CREATE OR REPLACE FUNCTION actor.user_ingest_name_keywords()
    RETURNS TRIGGER AS $func$
    NEW.name_kw_tsvector := TO_TSVECTOR(
        COALESCE(NEW.prefix, '')                || ' ' ||
        COALESCE(NEW.first_given_name, '')      || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(NEW.first_given_name), '') || ' ' ||
        COALESCE(NEW.second_given_name, '')     || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(NEW.second_given_name), '') || ' ' ||
        COALESCE(NEW.family_name, '')           || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(NEW.family_name), '') || ' ' ||
        COALESCE(NEW.suffix, '')                || ' ' ||
        COALESCE(NEW.pref_prefix, '')            || ' ' ||
        COALESCE(NEW.pref_first_given_name, '')  || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(NEW.pref_first_given_name), '') || ' ' ||
        COALESCE(NEW.pref_second_given_name, '') || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(NEW.pref_second_given_name), '') || ' ' ||
        COALESCE(NEW.pref_family_name, '')       || ' ' ||
        COALESCE(evergreen.unaccent_and_squash(NEW.pref_family_name), '') || ' ' ||
        COALESCE(NEW.pref_suffix, '')            || ' ' ||
        COALESCE(NEW.name_keywords, '')
    );
    RETURN NEW;
END;
$func$ LANGUAGE PLPGSQL;

-- Add after the batch upate above to avoid duplicate updates.
CREATE TRIGGER user_ingest_name_keywords_tgr
    BEFORE INSERT OR UPDATE ON actor.usr
    FOR EACH ROW EXECUTE PROCEDURE actor.user_ingest_name_keywords();


-- merge pref names from source user to target user, except when
-- clobbering existing pref names.
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;

    -- 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
				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
				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
				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
				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
				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
				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.
    	UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
		-- 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
					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;
		-- 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
					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;
		-- 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
					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;

    -- propagate preferred name values from the source user to the
    -- destination user, but only when values are not being replaced.
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr)
    UPDATE actor.usr SET
        pref_prefix =
            COALESCE(pref_prefix, (SELECT pref_prefix FROM susr)),
        pref_first_given_name =
            COALESCE(pref_first_given_name, (SELECT pref_first_given_name FROM susr)),
        pref_second_given_name =
            COALESCE(pref_second_given_name, (SELECT pref_second_given_name FROM susr)),
        pref_family_name =
            COALESCE(pref_family_name, (SELECT pref_family_name FROM susr)),
        pref_suffix =
            COALESCE(pref_suffix, (SELECT pref_suffix FROM susr))
    WHERE id = dest_usr;

    -- Copy and deduplicate name keywords
    -- String -> array -> rows -> DISTINCT -> array -> string
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr),
         dusr AS (SELECT * FROM actor.usr WHERE id = dest_usr)
    UPDATE actor.usr SET name_keywords = (
        WITH keywords AS (
            SELECT DISTINCT UNNEST(
                REGEXP_SPLIT_TO_ARRAY(
                    COALESCE((SELECT name_keywords FROM susr), '') || ' ' ||
                    COALESCE((SELECT name_keywords FROM dusr), ''),  E'\\s+'
                )
            ) AS parts
        ) SELECT ARRAY_TO_STRING(ARRAY_AGG(kw.parts), ' ') FROM keywords kw
    ) WHERE id = dest_usr;

    -- Finally, delete the source user
    DELETE FROM actor.usr WHERE id = src_usr;

END;
$$ LANGUAGE plpgsql;

1123 — autorenewals

Type: schema

View SQL
ALTER TABLE config.rule_circ_duration
    ADD column max_auto_renewals INTEGER;

    ALTER TABLE action.circulation
    ADD column auto_renewal BOOLEAN;

    ALTER TABLE action.circulation
    ADD column auto_renewal_remaining INTEGER;

    ALTER TABLE action.aged_circulation
    ADD column auto_renewal BOOLEAN;

    ALTER TABLE action.aged_circulation
    ADD column auto_renewal_remaining INTEGER;

    INSERT INTO action_trigger.validator values('CircIsAutoRenewable', 'Checks whether the circulation is able to be autorenewed.');
    INSERT INTO action_trigger.reactor values('Circ::AutoRenew', 'Auto-Renews a circulation.');
    INSERT INTO action_trigger.hook(key, core_type, description) values('autorenewal', 'circ', 'Item was auto-renewed to patron.');

    -- AutoRenewer A/T Def:
    INSERT INTO action_trigger.event_definition(active, owner, name, hook, validator, reactor, delay, max_delay, delay_field, group_field)
        values (false, 1, 'Autorenew', 'checkout.due', 'CircIsOpen', 'Circ::AutoRenew', '-23 hours'::interval,'-1 minute'::interval, 'due_date', 'usr');

    -- AutoRenewal outcome Email notifier A/T Def:
    INSERT INTO action_trigger.event_definition(active, owner, name, hook, validator, reactor, group_field, template)
        values (false, 1, 'AutorenewNotify', 'autorenewal', 'NOOP_True', 'SendEmail', 'usr',
$$
[%- USE date -%]
[%- user = target.0.usr -%]
To: [%- params.recipient_email || user.email %]
From: [%- params.sender_email || default_sender %]
Date: [%- date.format(date.now, '%a, %d %b %Y %T -0000', gmt => 1) %]
Subject: Items Out Auto-Renewal Notification
Auto-Submitted: auto-generated

Dear [% user.family_name %], [% user.first_given_name %]
An automatic renewal attempt was made for the following items:

[% FOR circ IN target %]
    [%- SET idx = loop.count - 1; SET udata =  user_data.$idx -%]
    [%- SET cid = circ.target_copy || udata.copy -%]
    [%- SET copy_details = helpers.get_copy_bib_basics(cid) -%]
    Item# [% loop.count %]
    Title: [% copy_details.title %]
    Author: [% copy_details.author %]
    [%- IF udata.is_renewed %]
    Status: Loan Renewed
    New Due Date: [% date.format(helpers.format_date(udata.new_due_date), '%Y-%m-%d') %]
    [%- ELSE %]
    Status: Not Renewed
    Reason: [% udata.reason %]
    Due Date: [% date.format(helpers.format_date(circ.due_date), '%Y-%m-%d') %]
    [% END %]
[% END %]
$$
    );

    INSERT INTO action_trigger.environment (event_def, path ) VALUES
    ( currval('action_trigger.event_definition_id_seq'), 'usr' ),
    ( currval('action_trigger.event_definition_id_seq'), 'circ_lib' );


DROP VIEW action.all_circulation;
CREATE OR REPLACE VIEW action.all_circulation AS
    SELECT  id,usr_post_code, usr_home_ou, usr_profile, usr_birth_year, copy_call_number, copy_location,
        copy_owning_lib, copy_circ_lib, copy_bib_record, xact_start, xact_finish, target_copy,
        circ_lib, circ_staff, checkin_staff, checkin_lib, renewal_remaining, grace_period, due_date,
        stop_fines_time, checkin_time, create_time, duration, fine_interval, recurring_fine,
        max_fine, phone_renewal, desk_renewal, opac_renewal, duration_rule, recurring_fine_rule,
        max_fine_rule, stop_fines, workstation, checkin_workstation, checkin_scan_time, parent_circ,
        auto_renewal, auto_renewal_remaining, NULL AS usr
      FROM  action.aged_circulation
            UNION ALL
    SELECT  DISTINCT circ.id,COALESCE(a.post_code,b.post_code) AS usr_post_code, p.home_ou AS usr_home_ou, p.profile AS usr_profile, EXTRACT(YEAR FROM p.dob)::INT AS usr_birth_year,
        cp.call_number AS copy_call_number, circ.copy_location, cn.owning_lib AS copy_owning_lib, cp.circ_lib AS copy_circ_lib,
        cn.record AS copy_bib_record, circ.xact_start, circ.xact_finish, circ.target_copy, circ.circ_lib, circ.circ_staff, circ.checkin_staff,
        circ.checkin_lib, circ.renewal_remaining, circ.grace_period, circ.due_date, circ.stop_fines_time, circ.checkin_time, circ.create_time, circ.duration,
        circ.fine_interval, circ.recurring_fine, circ.max_fine, circ.phone_renewal, circ.desk_renewal, circ.opac_renewal, circ.duration_rule,
        circ.recurring_fine_rule, circ.max_fine_rule, circ.stop_fines, circ.workstation, circ.checkin_workstation, circ.checkin_scan_time,
        circ.parent_circ, circ.auto_renewal, circ.auto_renewal_remaining, circ.usr
      FROM  action.circulation circ
        JOIN asset.copy cp ON (circ.target_copy = cp.id)
        JOIN asset.call_number cn ON (cp.call_number = cn.id)
        JOIN actor.usr p ON (circ.usr = p.id)
        LEFT JOIN actor.usr_address a ON (p.mailing_address = a.id)
        LEFT JOIN actor.usr_address b ON (p.billing_address = b.id);


DROP FUNCTION action.summarize_all_circ_chain (INTEGER);
DROP FUNCTION action.all_circ_chain (INTEGER);

-- rebuild slim circ view
DROP VIEW action.all_circulation_slim;
CREATE OR REPLACE VIEW action.all_circulation_slim AS
    SELECT
        id,
        usr,
        xact_start,
        xact_finish,
        unrecovered,
        target_copy,
        circ_lib,
        circ_staff,
        checkin_staff,
        checkin_lib,
        renewal_remaining,
        grace_period,
        due_date,
        stop_fines_time,
        checkin_time,
        create_time,
        duration,
        fine_interval,
        recurring_fine,
        max_fine,
        phone_renewal,
        desk_renewal,
        opac_renewal,
        duration_rule,
        recurring_fine_rule,
        max_fine_rule,
        stop_fines,
        workstation,
        checkin_workstation,
        copy_location,
        checkin_scan_time,
        auto_renewal,
        auto_renewal_remaining,
        parent_circ
    FROM action.circulation
UNION ALL
    SELECT
        id,
        NULL AS usr,
        xact_start,
        xact_finish,
        unrecovered,
        target_copy,
        circ_lib,
        circ_staff,
        checkin_staff,
        checkin_lib,
        renewal_remaining,
        grace_period,
        due_date,
        stop_fines_time,
        checkin_time,
        create_time,
        duration,
        fine_interval,
        recurring_fine,
        max_fine,
        phone_renewal,
        desk_renewal,
        opac_renewal,
        duration_rule,
        recurring_fine_rule,
        max_fine_rule,
        stop_fines,
        workstation,
        checkin_workstation,
        copy_location,
        checkin_scan_time,
        auto_renewal,
        auto_renewal_remaining,
        parent_circ
    FROM action.aged_circulation
;

CREATE OR REPLACE FUNCTION action.all_circ_chain (ctx_circ_id INTEGER)
    RETURNS SETOF action.all_circulation_slim AS $$
DECLARE
    tmp_circ action.all_circulation_slim%ROWTYPE;
    circ_0 action.all_circulation_slim%ROWTYPE;

    SELECT INTO tmp_circ * FROM action.all_circulation_slim WHERE id = ctx_circ_id;

    IF tmp_circ IS NULL THEN
        RETURN NEXT tmp_circ;
    END IF;
    circ_0 := tmp_circ;

    -- find the front of the chain
    WHILE TRUE LOOP
        SELECT INTO tmp_circ * FROM action.all_circulation_slim
            WHERE id = tmp_circ.parent_circ;
        IF tmp_circ IS NULL THEN
            EXIT;
        END IF;
        circ_0 := tmp_circ;
    END LOOP;

    -- now send the circs to the caller, oldest to newest
    tmp_circ := circ_0;
    WHILE TRUE LOOP
        IF tmp_circ IS NULL THEN
            EXIT;
        END IF;
        RETURN NEXT tmp_circ;
        SELECT INTO tmp_circ * FROM action.all_circulation_slim
            WHERE parent_circ = tmp_circ.id;
    END LOOP;

END;
$$ LANGUAGE 'plpgsql';

-- same as action.summarize_circ_chain, but returns data collected
-- from action.all_circulation, which may include aged circulations.
CREATE OR REPLACE FUNCTION action.summarize_all_circ_chain
    (ctx_circ_id INTEGER) RETURNS action.circ_chain_summary AS $$

DECLARE

    -- first circ in the chain
    circ_0 action.all_circulation_slim%ROWTYPE;

    -- last circ in the chain
    circ_n action.all_circulation_slim%ROWTYPE;

    -- circ chain under construction
    chain action.circ_chain_summary;
    tmp_circ action.all_circulation_slim%ROWTYPE;


    chain.num_circs := 0;
    FOR tmp_circ IN SELECT * FROM action.all_circ_chain(ctx_circ_id) LOOP

        IF chain.num_circs = 0 THEN
            circ_0 := tmp_circ;
        END IF;

        chain.num_circs := chain.num_circs + 1;
        circ_n := tmp_circ;
    END LOOP;

    chain.start_time := circ_0.xact_start;
    chain.last_stop_fines := circ_n.stop_fines;
    chain.last_stop_fines_time := circ_n.stop_fines_time;
    chain.last_checkin_time := circ_n.checkin_time;
    chain.last_checkin_scan_time := circ_n.checkin_scan_time;
    SELECT INTO chain.checkout_workstation name FROM actor.workstation WHERE id = circ_0.workstation;
    SELECT INTO chain.last_checkin_workstation name FROM actor.workstation WHERE id = circ_n.checkin_workstation;

    IF chain.num_circs > 1 THEN
        chain.last_renewal_time := circ_n.xact_start;
        SELECT INTO chain.last_renewal_workstation name FROM actor.workstation WHERE id = circ_n.workstation;
    END IF;

    RETURN chain;

END;
$$ LANGUAGE 'plpgsql';

1124 — wide holds workstation settings

Type: data

View SQL
INSERT into config.workstation_setting_type (name, grp, datatype, label)
VALUES (
    'eg.grid.circ.wide_holds.shelf', 'gui', 'object',
    oils_i18n_gettext (
        'eg.grid.circ.wide_holds.shelf',
        'Grid Config: circ.wide_holds.shelf',
        'cwst', 'label'
    )
), (
    'eg.grid.cat.catalog.wide_holds', 'gui', 'object',
    oils_i18n_gettext(
        'eg.grid.cat.catalog.wide_holds',
        'Grid Config: cat.catalog.wide_holds',
        'cwst', 'label'
    )
);

DELETE from config.workstation_setting_type
WHERE name = 'eg.grid.cat.catalog.holds' OR name = 'eg.grid.circ.holds.shelf';

1125 — lp1777675 latest inventory date support

Type: schema

View SQL
CREATE TABLE asset.latest_inventory (
    id                          SERIAL                      PRIMARY KEY,
    inventory_workstation       INTEGER                     REFERENCES actor.workstation (id) DEFERRABLE INITIALLY DEFERRED,
    inventory_date              TIMESTAMP WITH TIME ZONE    DEFAULT NOW(),
    copy                        BIGINT                      NOT NULL
);
CREATE INDEX latest_inventory_copy_idx ON asset.latest_inventory (copy);

CREATE OR REPLACE FUNCTION evergreen.asset_latest_inventory_copy_inh_fkey() RETURNS TRIGGER AS $f$
        PERFORM 1 FROM asset.copy WHERE id = NEW.copy;
        IF NOT FOUND THEN
                RAISE foreign_key_violation USING MESSAGE = FORMAT(
                        $$Referenced asset.copy id not found, copy:%s$$, NEW.copy
                );
        END IF;
        RETURN NEW;
END;
$f$ LANGUAGE PLPGSQL VOLATILE COST 50;

CREATE CONSTRAINT TRIGGER inherit_asset_latest_inventory_copy_fkey
        AFTER UPDATE OR INSERT ON asset.latest_inventory
        DEFERRABLE FOR EACH ROW EXECUTE PROCEDURE evergreen.asset_latest_inventory_copy_inh_fkey();

INSERT into config.workstation_setting_type (name, grp, datatype, label)
VALUES (
    'eg.circ.checkin.do_inventory_update', 'circ', 'bool',
    oils_i18n_gettext (
             'eg.circ.checkin.do_inventory_update',
             'Checkin: Update Inventory',
             'cwst', 'label'
    )
);

1126 — vandelay state tracking

Type: schema

View SQL
CREATE TABLE vandelay.session_tracker (
    id          BIGSERIAL PRIMARY KEY,

    -- string of characters (e.g. md5) used for linking trackers
    -- of different actions into a series.  There can be multiple
    -- session_keys of each action type, creating the opportunity
    -- to link multiple action trackers into a single session.
    session_key TEXT NOT NULL,

    -- optional user-supplied name
    name        TEXT NOT NULL,

    usr         INTEGER NOT NULL REFERENCES actor.usr(id)
                DEFERRABLE INITIALLY DEFERRED,

    -- org unit can be derived from WS
    workstation INTEGER NOT NULL REFERENCES actor.workstation(id)
                ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,

    -- bib/auth
    record_type vandelay.bib_queue_queue_type NOT NULL DEFAULT 'bib',

    -- Queue defines the source of the data, it does not necessarily
    -- mean that an action is being performed against an entire queue.
    -- E.g. some imports are misc. lists of record IDs, but they always
    -- come from one queue.
    -- No foreign key -- could be auth or bib queue.
    queue       BIGINT NOT NULL,

    create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
    update_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),

    state       TEXT NOT NULL DEFAULT 'active',

    action_type TEXT NOT NULL DEFAULT 'enqueue', -- import

    -- total number of tasks to perform / loosely defined
    -- could be # of recs to import or # of recs + # of copies
    -- depending on the import context
    total_actions INTEGER NOT NULL DEFAULT 0,

    -- total number of tasked performed so far
    actions_performed INTEGER NOT NULL DEFAULT 0,

    CONSTRAINT vand_tracker_valid_state
        CHECK (state IN ('active','error','complete')),

    CONSTRAINT vand_tracker_valid_action_type
        CHECK (action_type IN ('upload', 'enqueue', 'import'))
);


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;

    -- 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
				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
				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
				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
				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
				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;

    UPDATE vandelay.session_tracker SET usr = dest_usr WHERE usr = src_usr;

    -- 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
				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.
    	UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
		-- 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
					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;
		-- 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
					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;
		-- 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
					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;

    -- propagate preferred name values from the source user to the
    -- destination user, but only when values are not being replaced.
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr)
    UPDATE actor.usr SET
        pref_prefix =
            COALESCE(pref_prefix, (SELECT pref_prefix FROM susr)),
        pref_first_given_name =
            COALESCE(pref_first_given_name, (SELECT pref_first_given_name FROM susr)),
        pref_second_given_name =
            COALESCE(pref_second_given_name, (SELECT pref_second_given_name FROM susr)),
        pref_family_name =
            COALESCE(pref_family_name, (SELECT pref_family_name FROM susr)),
        pref_suffix =
            COALESCE(pref_suffix, (SELECT pref_suffix FROM susr))
    WHERE id = dest_usr;

    -- Copy and deduplicate name keywords
    -- String -> array -> rows -> DISTINCT -> array -> string
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr),
         dusr AS (SELECT * FROM actor.usr WHERE id = dest_usr)
    UPDATE actor.usr SET name_keywords = (
        WITH keywords AS (
            SELECT DISTINCT UNNEST(
                REGEXP_SPLIT_TO_ARRAY(
                    COALESCE((SELECT name_keywords FROM susr), '') || ' ' ||
                    COALESCE((SELECT name_keywords FROM dusr), ''),  E'\\s+'
                )
            ) AS parts
        ) SELECT ARRAY_TO_STRING(ARRAY_AGG(kw.parts), ' ') FROM keywords kw
    ) WHERE id = dest_usr;

    -- 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;

	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
				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
				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
				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
				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
				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
		FOR renamable_row in
			SELECT id, name
			FROM   reporter.output_folder
			WHERE  owner = src_usr
		LOOP
			suffix := ' (' || src_usr || ')';
			LOOP
					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;

		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
		FOR renamable_row in
			SELECT id, name
			FROM   reporter.report_folder
			WHERE  owner = src_usr
		LOOP
			suffix := ' (' || src_usr || ')';
			LOOP
					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;

		UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
	EXCEPTION WHEN undefined_table THEN
		-- do nothing
	END;

		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
		FOR renamable_row in
			SELECT id, name
			FROM   reporter.template_folder
			WHERE  owner = src_usr
		LOOP
			suffix := ' (' || src_usr || ')';
			LOOP
					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
				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;

    UPDATE vandelay.session_tracker SET usr = dest_usr WHERE usr = src_usr;

    -- 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;

1127 — schema.acq.patron requests

Type: data

View SQL
ALTER TABLE acq.user_request ADD COLUMN cancel_time TIMESTAMPTZ;
ALTER TABLE acq.user_request ADD COLUMN upc TEXT;
ALTER TABLE action.hold_request ADD COLUMN acq_request INT REFERENCES acq.user_request (id);

UPDATE
    config.org_unit_setting_type
SET
    label = oils_i18n_gettext(
        'circ.holds.canceled.display_age',
        'Canceled holds/requests display age',
        'coust', 'label'),
    description = oils_i18n_gettext(
        'circ.holds.canceled.display_age',
        'Show all canceled entries in patron holds and patron acquisition requests interfaces that were canceled within this amount of time',
        'coust', 'description')
WHERE
    name = 'circ.holds.canceled.display_age'
;

UPDATE
    config.org_unit_setting_type
SET
    label = oils_i18n_gettext(
        'circ.holds.canceled.display_count',
        'Canceled holds/requests display count',
        'coust', 'label'),
    description = oils_i18n_gettext(
        'circ.holds.canceled.display_count',
        'How many canceled entries to show in patron holds and patron acquisition requests interfaces',
        'coust', 'description')
WHERE
    name = 'circ.holds.canceled.display_count'
;

INSERT INTO acq.cancel_reason (org_unit, keep_debits, id, label, description)
    VALUES (
        1, 'f', 1015,
        oils_i18n_gettext(1015, 'Canceled: Fulfilled', 'acqcr', 'label'),
        oils_i18n_gettext(1015, 'This acquisition request has been fulfilled.', 'acqcr', 'description')
    )
;

UPDATE
    acq.user_request_type
SET
    label = oils_i18n_gettext('2', 'Articles', 'aurt', 'label')
WHERE
    id = 2
;

INSERT INTO acq.user_request_type (id,label)
    SELECT 6, oils_i18n_gettext('6', 'Other', 'aurt', 'label');

SELECT SETVAL('acq.user_request_type_id_seq'::TEXT, (SELECT MAX(id)+1 FROM acq.user_request_type));

INSERT INTO permission.perm_list ( id, code, description ) VALUES
 ( 610, 'CLEAR_PURCHASE_REQUEST', oils_i18n_gettext(610,
    'Clear Completed User Purchase Requests', 'ppl', 'description'))
;

CREATE TABLE acq.user_request_status_type (
     id  SERIAL  PRIMARY KEY
    ,label TEXT
);

INSERT INTO acq.user_request_status_type (id,label) VALUES
     (0,oils_i18n_gettext(0,'Error','aurst','label'))
    ,(1,oils_i18n_gettext(1,'New','aurst','label'))
    ,(2,oils_i18n_gettext(2,'Pending','aurst','label'))
    ,(3,oils_i18n_gettext(3,'Ordered, Hold Not Placed','aurst','label'))
    ,(4,oils_i18n_gettext(4,'Ordered, Hold Placed','aurst','label'))
    ,(5,oils_i18n_gettext(5,'Received','aurst','label'))
    ,(6,oils_i18n_gettext(6,'Fulfilled','aurst','label'))
    ,(7,oils_i18n_gettext(7,'Canceled','aurst','label'))
;

SELECT SETVAL('acq.user_request_status_type_id_seq'::TEXT, 100);

-- not used
DELETE FROM actor.org_unit_setting WHERE name = 'acq.holds.allow_holds_from_purchase_request';
DELETE FROM config.org_unit_setting_type_log WHERE field_name = 'acq.holds.allow_holds_from_purchase_request';
DELETE FROM config.org_unit_setting_type WHERE name = 'acq.holds.allow_holds_from_purchase_request';

1128 — invoice close date

Type: schema

View SQL
DROP VIEW auditor.acq_invoice_lifecycle;

ALTER TABLE acq.invoice
    ADD COLUMN close_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 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;

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;

    -- 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
				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
				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
				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
				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
				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
				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.
    	UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
		-- 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
					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;
		-- 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
					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;
		-- 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
					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;

	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
				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
				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
				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
				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
				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
		FOR renamable_row in
			SELECT id, name
			FROM   reporter.output_folder
			WHERE  owner = src_usr
		LOOP
			suffix := ' (' || src_usr || ')';
			LOOP
					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;

		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
		FOR renamable_row in
			SELECT id, name
			FROM   reporter.report_folder
			WHERE  owner = src_usr
		LOOP
			suffix := ' (' || src_usr || ')';
			LOOP
					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;

		UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
	EXCEPTION WHEN undefined_table THEN
		-- do nothing
	END;

		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
		FOR renamable_row in
			SELECT id, name
			FROM   reporter.template_folder
			WHERE  owner = src_usr
		LOOP
			suffix := ' (' || src_usr || ')';
			LOOP
					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
				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;





-- UNDO (minus user purge/merge changes)
/*

DROP VIEW auditor.acq_invoice_lifecycle;
ALTER TABLE acq.invoice ADD COLUMN complete BOOLEAN NOT NULL DEFAULT FALSE;
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; -- or get pending triggers error.
ALTER TABLE acq.invoice DROP COLUMN close_date, DROP COLUMN closed_by;
ALTER TABLE auditor.acq_invoice_history
    DROP COLUMN close_date, DROP COLUMN closed_by;

*/

1129 — acq grid settings

Type: data

View SQL
INSERT into config.workstation_setting_type (name, grp, datatype, label)
VALUES (
    'eg.grid.admin.acq.cancel_reason', 'gui', 'object',
    oils_i18n_gettext (
        'eg.grid.admin.acq.cancel_reason',
        'Grid Config: admin.acq.cancel_reason',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.claim_event_type', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.claim_event_type',
        'Grid Config: admin.acq.claim_event_type',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.claim_policy', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.claim_policy',
        'Grid Config: admin.acq.claim_policy',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.claim_policy_action', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.claim_policy_action',
        'Grid Config: admin.acq.claim_policy_action',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.claim_type', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.claim_type',
        'Grid Config: admin.acq.claim_type',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.currency_type', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.currency_type',
        'Grid Config: admin.acq.currency_type',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.edi_account', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.edi_account',
        'Grid Config: admin.acq.edi_account',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.edi_message', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.edi_message',
        'Grid Config: admin.acq.edi_message',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.exchange_rate', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.exchange_rate',
        'Grid Config: admin.acq.exchange_rate',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.fund_tag', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.fund_tag',
        'Grid Config: admin.acq.fund_tag',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.invoice_item_type', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.invoice_item_type',
        'Grid Config: admin.acq.invoice_item_type',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.invoice_payment_method', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.invoice_payment_method',
        'Grid Config: admin.acq.invoice_payment_method',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.lineitem_alert_text', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.lineitem_alert_text',
        'Grid Config: admin.acq.lineitem_alert_text',
        'cwst', 'label'
    )
), (
    'eg.grid.admin.acq.lineitem_marc_attr_definition', 'gui', 'object',
    oils_i18n_gettext (
    'eg.grid.admin.acq.lineitem_marc_attr_definition',
        'Grid Config: admin.acq.lineitem_marc_attr_definition',
        'cwst', 'label'
    )
);

1130 — actor usr merge bail on same user

Type: schema

View SQL
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;

    -- Bail if src_usr equals dest_usr because the result of merging a
    -- user with itself is not what you want.
    IF src_usr = dest_usr THEN
        RETURN;
    END IF;

    -- 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
				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
				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
				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
				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
				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;

    UPDATE vandelay.session_tracker SET usr = dest_usr WHERE usr = src_usr;

    -- 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
				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.
    	UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
		-- 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
					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;
		-- 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
					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;
		-- 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
					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;

    -- propagate preferred name values from the source user to the
    -- destination user, but only when values are not being replaced.
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr)
    UPDATE actor.usr SET
        pref_prefix =
            COALESCE(pref_prefix, (SELECT pref_prefix FROM susr)),
        pref_first_given_name =
            COALESCE(pref_first_given_name, (SELECT pref_first_given_name FROM susr)),
        pref_second_given_name =
            COALESCE(pref_second_given_name, (SELECT pref_second_given_name FROM susr)),
        pref_family_name =
            COALESCE(pref_family_name, (SELECT pref_family_name FROM susr)),
        pref_suffix =
            COALESCE(pref_suffix, (SELECT pref_suffix FROM susr))
    WHERE id = dest_usr;

    -- Copy and deduplicate name keywords
    -- String -> array -> rows -> DISTINCT -> array -> string
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr),
         dusr AS (SELECT * FROM actor.usr WHERE id = dest_usr)
    UPDATE actor.usr SET name_keywords = (
        WITH keywords AS (
            SELECT DISTINCT UNNEST(
                REGEXP_SPLIT_TO_ARRAY(
                    COALESCE((SELECT name_keywords FROM susr), '') || ' ' ||
                    COALESCE((SELECT name_keywords FROM dusr), ''),  E'\\s+'
                )
            ) AS parts
        ) SELECT ARRAY_TO_STRING(ARRAY_AGG(kw.parts), ' ') FROM keywords kw
    ) WHERE id = dest_usr;

    -- Finally, delete the source user
    DELETE FROM actor.usr WHERE id = src_usr;

END;
$$ LANGUAGE plpgsql;

1131 — keep usr merge up to date

Type: schema

View SQL
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;

    -- Bail if src_usr equals dest_usr because the result of merging a
    -- user with itself is not what you want.
    IF src_usr = dest_usr THEN
        RETURN;
    END IF;

    -- 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
				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
				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
				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
				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
				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;

    UPDATE vandelay.session_tracker SET usr = dest_usr WHERE usr = src_usr;

    -- 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
				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.
    	UPDATE reporter.template SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.report SET owner = dest_usr WHERE owner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
    	UPDATE reporter.schedule SET runner = dest_usr WHERE runner = src_usr;
    EXCEPTION WHEN undefined_table THEN
        -- do nothing
    END;
		-- 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
					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;
		-- 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
					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;
		-- 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
					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;

    -- propagate preferred name values from the source user to the
    -- destination user, but only when values are not being replaced.
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr)
    UPDATE actor.usr SET
        pref_prefix =
            COALESCE(pref_prefix, (SELECT pref_prefix FROM susr)),
        pref_first_given_name =
            COALESCE(pref_first_given_name, (SELECT pref_first_given_name FROM susr)),
        pref_second_given_name =
            COALESCE(pref_second_given_name, (SELECT pref_second_given_name FROM susr)),
        pref_family_name =
            COALESCE(pref_family_name, (SELECT pref_family_name FROM susr)),
        pref_suffix =
            COALESCE(pref_suffix, (SELECT pref_suffix FROM susr))
    WHERE id = dest_usr;

    -- Copy and deduplicate name keywords
    -- String -> array -> rows -> DISTINCT -> array -> string
    WITH susr AS (SELECT * FROM actor.usr WHERE id = src_usr),
         dusr AS (SELECT * FROM actor.usr WHERE id = dest_usr)
    UPDATE actor.usr SET name_keywords = (
        WITH keywords AS (
            SELECT DISTINCT UNNEST(
                REGEXP_SPLIT_TO_ARRAY(
                    COALESCE((SELECT name_keywords FROM susr), '') || ' ' ||
                    COALESCE((SELECT name_keywords FROM dusr), ''),  E'\\s+'
                )
            ) AS parts
        ) SELECT ARRAY_TO_STRING(ARRAY_AGG(kw.parts), ' ') FROM keywords kw
    ) WHERE id = dest_usr;

    -- Finally, delete the source user
    DELETE FROM actor.usr WHERE id = src_usr;

END;
$$ LANGUAGE plpgsql;

1132 — yaous longoverdue descrip typos

Type: data

View SQL
-- check whether patch can be applied

-- fix two typo/pasto's in setting descriptions
UPDATE config.org_unit_setting_type
SET description = oils_i18n_gettext(
	'circ.copy_alerts.forgive_fines_on_long_overdue_checkin',
	'Controls whether fines are automatically forgiven when checking out an '||
	'item that has been marked as long-overdue, and the corresponding copy alert has been '||
	'suppressed.',
	'coust', 'description'
)
WHERE NAME = 'circ.copy_alerts.forgive_fines_on_long_overdue_checkin';

UPDATE config.org_unit_setting_type
SET description = oils_i18n_gettext(
	'circ.longoverdue.xact_open_on_zero',
	'Leave transaction open when long-overdue balance equals zero.  ' ||
	'This leaves the long-overdue copy on the patron record when it is paid',
	'coust', 'description'
)
WHERE NAME = 'circ.longoverdue.xact_open_on_zero';

1133 — no dupe transits

Type: schema

View SQL
/*
Unique indexes are not inherited by child tables, so they will not prevent
duplicate inserts on action.transit_copy and action.hold_transit_copy,
for example.  Use check constraints instead to enforce unique-per-copy
transits accross all transit types.
*/

-- Create an index for speedy check constraint lookups.
CREATE INDEX active_transit_for_copy
    ON action.transit_copy (target_copy)
    WHERE dest_recv_time IS NULL AND cancel_time IS NULL;

-- Check for duplicate transits across all transit types
CREATE OR REPLACE FUNCTION action.copy_transit_is_unique()
    RETURNS TRIGGER AS $func$
    PERFORM * FROM action.transit_copy
        WHERE target_copy = NEW.target_copy
              AND dest_recv_time IS NULL
              AND cancel_time IS NULL;
    IF FOUND THEN
        RAISE EXCEPTION 'Copy id=% is already in transit', NEW.target_copy;
    END IF;
    RETURN NULL;
END;
$func$ LANGUAGE PLPGSQL STABLE;

-- Apply constraint to all transit tables
CREATE CONSTRAINT TRIGGER transit_copy_is_unique_check
    AFTER INSERT ON action.transit_copy
    FOR EACH ROW EXECUTE PROCEDURE action.copy_transit_is_unique();

CREATE CONSTRAINT TRIGGER hold_transit_copy_is_unique_check
    AFTER INSERT ON action.hold_transit_copy
    FOR EACH ROW EXECUTE PROCEDURE action.copy_transit_is_unique();

CREATE CONSTRAINT TRIGGER reservation_transit_copy_is_unique_check
    AFTER INSERT ON action.reservation_transit_copy
    FOR EACH ROW EXECUTE PROCEDURE action.copy_transit_is_unique();

/*
-- UNDO
DROP TRIGGER transit_copy_is_unique_check ON action.transit_copy;
DROP TRIGGER hold_transit_copy_is_unique_check ON action.hold_transit_copy;
DROP TRIGGER reservation_transit_copy_is_unique_check ON action.reservation_transit_copy;
DROP INDEX action.active_transit_for_copy;
*/