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commit ea83ead3ec1eb198e32c68dffbeb341b5deeb89a
Author: Chris Sharp <csharp(a)georgialibraries.org>
Date: Fri Jul 11 14:11:56 2025 -0400
LP#1648276: add release notes
Signed-off-by: Chris Sharp <csharp(a)georgialibraries.org>
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/hold_policies_based_on_shelving_location.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/hold_policies_based_on_shelving_location.adoc
new file mode 100644
index 0000000000..6f4cec3cfc
--- /dev/null
+++ b/docs/RELEASE_NOTES_NEXT/Circulation/hold_policies_based_on_shelving_location.adoc
@@ -0,0 +1,5 @@
+== Added Shelving Location to Hold Policies ==
+
+A new Shelving Location field has been added to hold policies
+and hold policy weights. This allows libraries to configure
+hold placement options based on which location the item belongs to.
commit f19a3900af8395f29e212ab5d1267b5d2812abff
Author: Chris Sharp <csharp(a)georgialibraries.org>
Date: Fri Apr 18 16:57:17 2025 -0400
LP#1648276: Add Shelving (copy) Location to Hold Matrix
Add copy_location to the fields in hold_matrix_matchpoint
and alter the function to check it. More or less copy/pasted
from the circ_modifier check.
Signed-off-by: Chris Sharp <csharp(a)georgialibraries.org>
Signed-off-by: Elizabeth Davis <elizabeth.davis(a)sparkpa.org>
diff --git a/Open-ILS/examples/fm_IDL.xml b/Open-ILS/examples/fm_IDL.xml
index 477a05af8c..2581b54d84 100644
--- a/Open-ILS/examples/fm_IDL.xml
+++ b/Open-ILS/examples/fm_IDL.xml
@@ -2124,6 +2124,7 @@ Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA
<field reporter:label="User Permission Group" name="usr_grp" reporter:datatype="link"/>
<field reporter:label="Requestor Permission Group" name="requestor_grp" reporter:datatype="link" oils_obj:required="true"/>
<field reporter:label="Circulation Modifier" name="circ_modifier" oils_persist:primitive="string" reporter:datatype="link"/>
+ <field reporter:label="Shelving Location" name="copy_location" oils_persist:primitive="int" reporter:datatype="link"/>
<field reporter:label="MARC Type" name="marc_type" oils_persist:primitive="string" reporter:datatype="link"/>
<field reporter:label="MARC Form" name="marc_form" oils_persist:primitive="string" reporter:datatype="link"/>
<field reporter:label="MARC Bib Level" name="marc_bib_level" oils_persist:primitive="string" reporter:datatype="link"/>
@@ -2148,6 +2149,7 @@ Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA
<link field="usr_grp" reltype="has_a" key="id" map="" class="pgt"/>
<link field="requestor_grp" reltype="has_a" key="id" map="" class="pgt"/>
<link field="circ_modifier" reltype="has_a" key="code" map="" class="ccm"/>
+ <link field="copy_location" reltype="has_a" key="id" map="" class="acpl"/>
<link field="marc_type" reltype="has_a" key="code" map="" class="citm"/>
<link field="marc_form" reltype="has_a" key="code" map="" class="cifm"/>
<link field="marc_bib_level" reltype="has_a" key="code" map="" class="cblvl"/>
diff --git a/Open-ILS/src/eg2/src/app/staff/admin/local/routing.module.ts b/Open-ILS/src/eg2/src/app/staff/admin/local/routing.module.ts
index 25ddf1457d..26f44c15ed 100644
--- a/Open-ILS/src/eg2/src/app/staff/admin/local/routing.module.ts
+++ b/Open-ILS/src/eg2/src/app/staff/admin/local/routing.module.ts
@@ -20,7 +20,7 @@ const routes: Routes = [{
table: 'hold_matrix_matchpoint',
disableOrgFilter: true,
fieldOrder: 'description,active,item_owning_ou,item_circ_ou,circ_modifier,' +
- 'marc_type,marc_form,marc_bib_level,marc_vr_format,ref_flag,item_age,' +
+ 'copy_location,marc_type,marc_form,marc_bib_level,marc_vr_format,ref_flag,item_age,' +
'user_home_ou,usr_grp,stop_blocked_user,holdable,age_hold_protect_rule,' +
'max_holds,include_frozen_holds,request_ou,pickup_ou,strict_ou_match,' +
'transit_range,distance_is_from_owner,requestor_grp,id'
diff --git a/Open-ILS/src/sql/Pg/099.matrix_weights.sql b/Open-ILS/src/sql/Pg/099.matrix_weights.sql
index 22210116d8..73ce8273bb 100644
--- a/Open-ILS/src/sql/Pg/099.matrix_weights.sql
+++ b/Open-ILS/src/sql/Pg/099.matrix_weights.sql
@@ -33,6 +33,7 @@ CREATE TABLE config.hold_matrix_weights (
pickup_ou NUMERIC(6,2) NOT NULL,
item_owning_ou NUMERIC(6,2) NOT NULL,
item_circ_ou NUMERIC(6,2) NOT NULL,
+ copy_location NUMERIC(6,2) NOT NULL,
usr_grp NUMERIC(6,2) NOT NULL,
requestor_grp NUMERIC(6,2) NOT NULL,
circ_modifier NUMERIC(6,2) NOT NULL,
diff --git a/Open-ILS/src/sql/Pg/110.hold_matrix.sql b/Open-ILS/src/sql/Pg/110.hold_matrix.sql
index a48e72f31f..ee783579d3 100644
--- a/Open-ILS/src/sql/Pg/110.hold_matrix.sql
+++ b/Open-ILS/src/sql/Pg/110.hold_matrix.sql
@@ -41,6 +41,7 @@ CREATE TABLE config.hold_matrix_matchpoint (
usr_grp INT REFERENCES permission.grp_tree (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top applicable group from the group tree; will need descendents and prox functions for filtering
requestor_grp INT NOT NULL REFERENCES permission.grp_tree (id) DEFERRABLE INITIALLY DEFERRED, -- Set to the top applicable group from the group tree; will need descendents and prox functions for filtering
circ_modifier TEXT REFERENCES config.circ_modifier (code) DEFERRABLE INITIALLY DEFERRED,
+ copy_location INT REFERENCES asset.copy_location (id) DEFERRABLE INITIALLY DEFERRED,
marc_type TEXT,
marc_form TEXT,
marc_bib_level TEXT,
@@ -60,7 +61,7 @@ CREATE TABLE config.hold_matrix_matchpoint (
);
-- Nulls don't count for a constraint match, so we have to coalesce them into something that does.
-CREATE UNIQUE INDEX chmm_once_per_paramset ON config.hold_matrix_matchpoint (COALESCE(user_home_ou::TEXT, ''), COALESCE(request_ou::TEXT, ''), COALESCE(pickup_ou::TEXT, ''), COALESCE(item_owning_ou::TEXT, ''), COALESCE(item_circ_ou::TEXT, ''), COALESCE(usr_grp::TEXT, ''), COALESCE(requestor_grp::TEXT, ''), COALESCE(circ_modifier, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level, ''), COALESCE(marc_vr_format, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(item_age, '0 seconds')) WHERE active;
+CREATE UNIQUE INDEX chmm_once_per_paramset ON config.hold_matrix_matchpoint (COALESCE(user_home_ou::TEXT, ''), COALESCE(request_ou::TEXT, ''), COALESCE(pickup_ou::TEXT, ''), COALESCE(item_owning_ou::TEXT, ''), COALESCE(item_circ_ou::TEXT, ''), COALESCE(usr_grp::TEXT, ''), COALESCE(requestor_grp::TEXT, ''), COALESCE(circ_modifier, ''), COALESCE(copy_location::TEXT, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level, ''), COALESCE(marc_vr_format, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(item_age, '0 seconds')) WHERE active;
/*
Figure out which rules apply for a given hold
@@ -129,6 +130,7 @@ BEGIN
weights.usr_grp := 7.0;
weights.requestor_grp := 8.0;
weights.circ_modifier := 4.0;
+ weights.copy_location := 4.0;
weights.marc_type := 3.0;
weights.marc_form := 2.0;
weights.marc_bib_level := 1.0;
@@ -186,6 +188,7 @@ BEGIN
AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
-- Static Item Checks
AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
+ AND (m.copy_location IS NULL OR m.copy_location = item_object.location)
AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
@@ -206,6 +209,7 @@ BEGIN
CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
-- Static Item Checks
CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
+ CASE WHEN m.copy_location IS NOT NULL THEN 4^weights.copy_location ELSE 0.0 END +
CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
diff --git a/Open-ILS/src/sql/Pg/upgrade/XXXX.schema.add_copy_location_to_hold_matrix.sql b/Open-ILS/src/sql/Pg/upgrade/XXXX.schema.add_copy_location_to_hold_matrix.sql
new file mode 100644
index 0000000000..e0369d466b
--- /dev/null
+++ b/Open-ILS/src/sql/Pg/upgrade/XXXX.schema.add_copy_location_to_hold_matrix.sql
@@ -0,0 +1,172 @@
+BEGIN;
+
+ALTER TABLE config.hold_matrix_matchpoint ADD COLUMN copy_location INT REFERENCES asset.copy_location (id) DEFERRABLE INITIALLY DEFERRED;
+
+DROP INDEX config.chmm_once_per_paramset;
+
+CREATE UNIQUE INDEX chmm_once_per_paramset ON config.hold_matrix_matchpoint (COALESCE(user_home_ou::TEXT, ''), COALESCE(request_ou::TEXT, ''), COALESCE(pickup_ou::TEXT, ''), COALESCE(item_owning_ou::TEXT, ''), COALESCE(item_circ_ou::TEXT, ''), COALESCE(usr_grp::TEXT, ''), COALESCE(requestor_grp::TEXT, ''), COALESCE(circ_modifier, ''), COALESCE(copy_location::TEXT, ''), COALESCE(marc_type, ''), COALESCE(marc_form, ''), COALESCE(marc_bib_level, ''), COALESCE(marc_vr_format, ''), COALESCE(juvenile_flag::TEXT, ''), COALESCE(ref_flag::TEXT, ''), COALESCE(item_age, '0 seconds')) WHERE active;
+
+CREATE OR REPLACE FUNCTION action.find_hold_matrix_matchpoint(pickup_ou integer, request_ou integer, match_item bigint, match_user integer, match_requestor integer)
+ RETURNS integer AS
+$func$
+DECLARE
+ requestor_object actor.usr%ROWTYPE;
+ user_object actor.usr%ROWTYPE;
+ item_object asset.copy%ROWTYPE;
+ item_cn_object asset.call_number%ROWTYPE;
+ my_item_age INTERVAL;
+ rec_descriptor metabib.rec_descriptor%ROWTYPE;
+ matchpoint config.hold_matrix_matchpoint%ROWTYPE;
+ weights config.hold_matrix_weights%ROWTYPE;
+ denominator NUMERIC(6,2);
+ v_pickup_ou ALIAS FOR pickup_ou;
+ v_request_ou ALIAS FOR request_ou;
+BEGIN
+ SELECT INTO user_object * FROM actor.usr WHERE id = match_user;
+ SELECT INTO requestor_object * FROM actor.usr WHERE id = match_requestor;
+ SELECT INTO item_object * FROM asset.copy WHERE id = match_item;
+ SELECT INTO item_cn_object * FROM asset.call_number WHERE id = item_object.call_number;
+ SELECT INTO rec_descriptor * FROM metabib.rec_descriptor WHERE record = item_cn_object.record;
+
+ SELECT INTO my_item_age age(coalesce(item_object.active_date, now()));
+
+ -- The item's owner should probably be the one determining if the item is holdable
+ -- How to decide that is debatable. Decided to default to the circ library (where the item lives)
+ -- This flag will allow for setting it to the owning library (where the call number "lives")
+ PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.weight_owner_not_circ' AND enabled;
+
+ -- Grab the closest set circ weight setting.
+ IF NOT FOUND THEN
+ -- Default to circ library
+ SELECT INTO weights hw.*
+ FROM config.weight_assoc wa
+ JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
+ JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) d ON (wa.org_unit = d.id)
+ WHERE active
+ ORDER BY d.distance
+ LIMIT 1;
+ ELSE
+ -- Flag is set, use owning library
+ SELECT INTO weights hw.*
+ FROM config.weight_assoc wa
+ JOIN config.hold_matrix_weights hw ON (hw.id = wa.hold_weights)
+ JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) d ON (wa.org_unit = d.id)
+ WHERE active
+ ORDER BY d.distance
+ LIMIT 1;
+ END IF;
+
+ -- No weights? Bad admin! Defaults to handle that anyway.
+ IF weights.id IS NULL THEN
+ weights.user_home_ou := 5.0;
+ weights.request_ou := 5.0;
+ weights.pickup_ou := 5.0;
+ weights.item_owning_ou := 5.0;
+ weights.item_circ_ou := 5.0;
+ weights.usr_grp := 7.0;
+ weights.requestor_grp := 8.0;
+ weights.circ_modifier := 4.0;
+ weights.copy_location := 4.0;
+ weights.marc_type := 3.0;
+ weights.marc_form := 2.0;
+ weights.marc_bib_level := 1.0;
+ weights.marc_vr_format := 1.0;
+ weights.juvenile_flag := 4.0;
+ weights.ref_flag := 0.0;
+ weights.item_age := 0.0;
+ END IF;
+
+ -- Determine the max (expected) depth (+1) of the org tree and max depth of the permisson tree
+ -- If you break your org tree with funky parenting this may be wrong
+ -- Note: This CTE is duplicated in the find_circ_matrix_matchpoint function, and it may be a good idea to split it off to a function
+ -- We use one denominator for all tree-based checks for when permission groups and org units have the same weighting
+ WITH all_distance(distance) AS (
+ SELECT depth AS distance FROM actor.org_unit_type
+ UNION
+ SELECT distance AS distance FROM permission.grp_ancestors_distance((SELECT id FROM permission.grp_tree WHERE parent IS NULL))
+ )
+ SELECT INTO denominator MAX(distance) + 1 FROM all_distance;
+
+ -- To ATTEMPT to make this work like it used to, make it reverse the user/requestor profile ids.
+ -- This may be better implemented as part of the upgrade script?
+ -- Set usr_grp = requestor_grp, requestor_grp = 1 or something when this flag is already set
+ -- Then remove this flag, of course.
+ PERFORM * FROM config.internal_flag WHERE name = 'circ.holds.usr_not_requestor' AND enabled;
+
+ IF FOUND THEN
+ -- Note: This, to me, is REALLY hacky. I put it in anyway.
+ -- If you can't tell, this is a single call swap on two variables.
+ SELECT INTO user_object.profile, requestor_object.profile
+ requestor_object.profile, user_object.profile;
+ END IF;
+
+ -- Select the winning matchpoint into the matchpoint variable for returning
+ SELECT INTO matchpoint m.*
+ FROM config.hold_matrix_matchpoint m
+ /*LEFT*/ JOIN permission.grp_ancestors_distance( requestor_object.profile ) rpgad ON m.requestor_grp = rpgad.id
+ LEFT JOIN permission.grp_ancestors_distance( user_object.profile ) upgad ON m.usr_grp = upgad.id
+ LEFT JOIN actor.org_unit_ancestors_distance( v_pickup_ou ) puoua ON m.pickup_ou = puoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( v_request_ou ) rqoua ON m.request_ou = rqoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( item_cn_object.owning_lib ) cnoua ON m.item_owning_ou = cnoua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( item_object.circ_lib ) iooua ON m.item_circ_ou = iooua.id
+ LEFT JOIN actor.org_unit_ancestors_distance( user_object.home_ou ) uhoua ON m.user_home_ou = uhoua.id
+ WHERE m.active
+ -- Permission Groups
+ -- AND (m.requestor_grp IS NULL OR upgad.id IS NOT NULL) -- Optional Requestor Group?
+ AND (m.usr_grp IS NULL OR upgad.id IS NOT NULL)
+ -- Org Units
+ AND (m.pickup_ou IS NULL OR (puoua.id IS NOT NULL AND (puoua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.request_ou IS NULL OR (rqoua.id IS NOT NULL AND (rqoua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.item_owning_ou IS NULL OR (cnoua.id IS NOT NULL AND (cnoua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.item_circ_ou IS NULL OR (iooua.id IS NOT NULL AND (iooua.distance = 0 OR NOT m.strict_ou_match)))
+ AND (m.user_home_ou IS NULL OR (uhoua.id IS NOT NULL AND (uhoua.distance = 0 OR NOT m.strict_ou_match)))
+ -- Static User Checks
+ AND (m.juvenile_flag IS NULL OR m.juvenile_flag = user_object.juvenile)
+ -- Static Item Checks
+ AND (m.circ_modifier IS NULL OR m.circ_modifier = item_object.circ_modifier)
+ AND (m.copy_location IS NULL OR m.copy_location = item_object.location)
+ AND (m.marc_type IS NULL OR m.marc_type = COALESCE(item_object.circ_as_type, rec_descriptor.item_type))
+ AND (m.marc_form IS NULL OR m.marc_form = rec_descriptor.item_form)
+ AND (m.marc_bib_level IS NULL OR m.marc_bib_level = rec_descriptor.bib_level)
+ AND (m.marc_vr_format IS NULL OR m.marc_vr_format = rec_descriptor.vr_format)
+ AND (m.ref_flag IS NULL OR m.ref_flag = item_object.ref)
+ AND (m.item_age IS NULL OR (my_item_age IS NOT NULL AND m.item_age > my_item_age))
+ ORDER BY
+ -- Permission Groups
+ CASE WHEN rpgad.distance IS NOT NULL THEN 2^(2*weights.requestor_grp - (rpgad.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN upgad.distance IS NOT NULL THEN 2^(2*weights.usr_grp - (upgad.distance/denominator)) ELSE 0.0 END +
+ -- Org Units
+ CASE WHEN puoua.distance IS NOT NULL THEN 2^(2*weights.pickup_ou - (puoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN rqoua.distance IS NOT NULL THEN 2^(2*weights.request_ou - (rqoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN cnoua.distance IS NOT NULL THEN 2^(2*weights.item_owning_ou - (cnoua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN iooua.distance IS NOT NULL THEN 2^(2*weights.item_circ_ou - (iooua.distance/denominator)) ELSE 0.0 END +
+ CASE WHEN uhoua.distance IS NOT NULL THEN 2^(2*weights.user_home_ou - (uhoua.distance/denominator)) ELSE 0.0 END +
+ -- Static User Checks -- Note: 4^x is equiv to 2^(2*x)
+ CASE WHEN m.juvenile_flag IS NOT NULL THEN 4^weights.juvenile_flag ELSE 0.0 END +
+ -- Static Item Checks
+ CASE WHEN m.circ_modifier IS NOT NULL THEN 4^weights.circ_modifier ELSE 0.0 END +
+ CASE WHEN m.copy_location IS NOT NULL THEN 4^weights.copy_location ELSE 0.0 END +
+ CASE WHEN m.marc_type IS NOT NULL THEN 4^weights.marc_type ELSE 0.0 END +
+ CASE WHEN m.marc_form IS NOT NULL THEN 4^weights.marc_form ELSE 0.0 END +
+ CASE WHEN m.marc_vr_format IS NOT NULL THEN 4^weights.marc_vr_format ELSE 0.0 END +
+ CASE WHEN m.ref_flag IS NOT NULL THEN 4^weights.ref_flag ELSE 0.0 END +
+ -- Item age has a slight adjustment to weight based on value.
+ -- This should ensure that a shorter age limit comes first when all else is equal.
+ -- NOTE: This assumes that intervals will normally be in days.
+ CASE WHEN m.item_age IS NOT NULL THEN 4^weights.item_age - 86400/EXTRACT(EPOCH FROM m.item_age) ELSE 0.0 END DESC,
+ -- Final sort on id, so that if two rules have the same sorting in the previous sort they have a defined order
+ -- This prevents "we changed the table order by updating a rule, and we started getting different results"
+ m.id;
+
+ -- Return just the ID for now
+ RETURN matchpoint.id;
+END;
+$func$ LANGUAGE 'plpgsql';
+
+ALTER TABLE config.hold_matrix_weights ADD COLUMN copy_location NUMERIC(6,2);
+-- we need to set some values, so initially, match whatever the weight for circ_modifier is
+UPDATE config.hold_matrix_weights SET copy_location = circ_modifier;
+ALTER TABLE config.hold_matrix_weights ALTER COLUMN copy_location SET NOT NULL;
+
+COMMIT;
+
-----------------------------------------------------------------------
Summary of changes:
Open-ILS/examples/fm_IDL.xml | 2 +
.../src/app/staff/admin/local/routing.module.ts | 2 +-
Open-ILS/src/sql/Pg/099.matrix_weights.sql | 1 +
Open-ILS/src/sql/Pg/110.hold_matrix.sql | 6 +-
...XX.schema.add_copy_location_to_hold_matrix.sql} | 148 ++++-----------------
.../hold_policies_based_on_shelving_location.adoc | 5 +
6 files changed, 43 insertions(+), 121 deletions(-)
copy Open-ILS/src/sql/Pg/upgrade/{0483.dynamic_weights_fix.sql => XXXX.schema.add_copy_location_to_hold_matrix.sql} (52%)
create mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/hold_policies_based_on_shelving_location.adoc
hooks/post-receive
--
Evergreen ILS
