C4/HoldsQueue.pm

   1 package C4::HoldsQueue;
   2
   3 # Copyright 2011 Catalyst IT
   4 #
   5 # This file is part of Koha.
   6 #
   7 # Koha is free software; you can redistribute it and/or modify it under the
   8 # terms of the GNU General Public License as published by the Free Software
   9 # Foundation; either version 2 of the License, or (at your option) any later
  10 # version.
  11 #
  12 # Koha is distributed in the hope that it will be useful, but WITHOUT ANY
  13 # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
  14 # A PARTICULAR PURPOSE.  See the GNU General Public License for more details.
  15 #
  16 # You should have received a copy of the GNU General Public License along
  17 # with Koha; if not, write to the Free Software Foundation, Inc.,
  18 # 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
  19
  20 # FIXME: expand perldoc, explain intended logic
  21
  22 use strict;
  23 use warnings;
  24
  25 use C4::Context;
  26 use C4::Search;
  27 use C4::Items;
  28 use C4::Branch;
  29 use C4::Circulation;
  30 use C4::Members;
  31 use C4::Biblio;
  32 use C4::Dates qw/format_date/;
  33
  34 use List::Util qw(shuffle);
  35 use Data::Dumper;
  36
  37 use vars qw($VERSION @ISA @EXPORT @EXPORT_OK %EXPORT_TAGS);
  38 BEGIN {
  39     $VERSION = 3.03;
  40     require Exporter;
  41     @ISA = qw(Exporter);
  42     @EXPORT_OK = qw(
  43         &CreateQueue
  44         &GetHoldsQueueItems
  45
  46         &TransportCostMatrix
  47         &UpdateTransportCostMatrix
  48      );
  49 }
  50
  51
  52 =head1 FUNCTIONS
  53
  54 =head2 TransportCostMatrix
  55
  56   TransportCostMatrix();
  57
  58 Returns Transport Cost Matrix as a hashref <to branch code> => <from branch code> => cost
  59
  60 =cut
  61
  62 sub TransportCostMatrix {
  63     my $dbh   = C4::Context->dbh;
  64     my $transport_costs = $dbh->selectall_arrayref("SELECT * FROM transport_cost",{ Slice => {} });
  65
  66     my %transport_cost_matrix;
  67     foreach (@$transport_costs) {
  68         my $from = $_->{frombranch};
  69         my $to = $_->{tobranch};
  70         my $cost = $_->{cost};
  71         my $disabled = $_->{disable_transfer};
  72         $transport_cost_matrix{$to}{$from} = { cost => $cost, disable_transfer => $disabled };
  73     }
  74     return \%transport_cost_matrix;
  75 }
  76
  77 =head2 UpdateTransportCostMatrix
  78
  79   UpdateTransportCostMatrix($records);
  80
  81 Updates full Transport Cost Matrix table. $records is an arrayref of records.
  82 Records: { frombranch => <code>, tobranch => <code>, cost => <figure>, disable_transfer => <0,1> }
  83
  84 =cut
  85
  86 sub UpdateTransportCostMatrix {
  87     my ($records) = @_;
  88     my $dbh   = C4::Context->dbh;
  89
  90     my $sth = $dbh->prepare("INSERT INTO transport_cost (frombranch, tobranch, cost, disable_transfer) VALUES (?, ?, ?, ?)");
  91
  92     $dbh->do("TRUNCATE TABLE transport_cost");
  93     foreach (@$records) {
  94         my $cost = $_->{cost};
  95         my $from = $_->{frombranch};
  96         my $to = $_->{tobranch};
  97         if ($_->{disable_transfer}) {
  98             $cost ||= 0;
  99         }
 100         elsif ( !defined ($cost) || ($cost !~ m/(0|[1-9][0-9]*)(\.[0-9]*)?/o) ) {
 101             warn  "Invalid $from -> $to cost $cost - must be a number >= 0, disablig";
 102             $cost = 0;
 103             $_->{disable_transfer} = 1;
 104         }
 105         $sth->execute( $from, $to, $cost, $_->{disable_transfer} ? 1 : 0 );
 106     }
 107 }
 108
 109 =head2 GetHoldsQueueItems
 110
 111   GetHoldsQueueItems($branch);
 112
 113 Returns hold queue for a holding branch. If branch is omitted, then whole queue is returned
 114
 115 =cut
 116
 117 sub GetHoldsQueueItems {
 118     my ($branchlimit) = @_;
 119     my $dbh   = C4::Context->dbh;
 120
 121     my @bind_params = ();
 122     my $query = q/SELECT tmp_holdsqueue.*, biblio.author, items.ccode, items.location, items.enumchron, items.cn_sort, biblioitems.publishercode,biblio.copyrightdate,biblioitems.publicationyear,biblioitems.pages,biblioitems.size,biblioitems.publicationyear,biblioitems.isbn,items.copynumber
 123                   FROM tmp_holdsqueue
 124                        JOIN biblio      USING (biblionumber)
 125                   LEFT JOIN biblioitems USING (biblionumber)
 126                   LEFT JOIN items       USING (  itemnumber)
 127                 /;
 128     if ($branchlimit) {
 129         $query .=" WHERE tmp_holdsqueue.holdingbranch = ?";
 130         push @bind_params, $branchlimit;
 131     }
 132     $query .= " ORDER BY ccode, location, cn_sort, author, title, pickbranch, reservedate";
 133     my $sth = $dbh->prepare($query);
 134     $sth->execute(@bind_params);
 135     my $items = [];
 136     while ( my $row = $sth->fetchrow_hashref ){
 137         $row->{reservedate} = format_date($row->{reservedate});
 138         my $record = GetMarcBiblio($row->{biblionumber});
 139         if ($record){
 140             $row->{subtitle} = GetRecordValue('subtitle',$record,'')->[0]->{subfield};
 141             $row->{parts} = GetRecordValue('parts',$record,'')->[0]->{subfield};
 142             $row->{numbers} = GetRecordValue('numbers',$record,'')->[0]->{subfield};
 143         }
 144         push @$items, $row;
 145     }
 146     return $items;
 147 }
 148
 149 =head2 CreateQueue
 150
 151   CreateQueue();
 152
 153 Top level function that turns reserves into tmp_holdsqueue and hold_fill_targets.
 154
 155 =cut
 156
 157 sub CreateQueue {
 158     my $dbh   = C4::Context->dbh;
 159
 160     $dbh->do("DELETE FROM tmp_holdsqueue");  # clear the old table for new info
 161     $dbh->do("DELETE FROM hold_fill_targets");
 162
 163     my $total_bibs            = 0;
 164     my $total_requests        = 0;
 165     my $total_available_items = 0;
 166     my $num_items_mapped      = 0;
 167
 168     my $branches_to_use;
 169     my $transport_cost_matrix;
 170     my $use_transport_cost_matrix = C4::Context->preference("UseTransportCostMatrix");
 171     if ($use_transport_cost_matrix) {
 172         $transport_cost_matrix = TransportCostMatrix();
 173         unless (keys %$transport_cost_matrix) {
 174             warn "UseTransportCostMatrix set to yes, but matrix not populated";
 175             undef $transport_cost_matrix;
 176         }
 177     }
 178     unless ($transport_cost_matrix) {
 179         $branches_to_use = load_branches_to_pull_from();
 180     }
 181
 182     my $bibs_with_pending_requests = GetBibsWithPendingHoldRequests();
 183
 184     foreach my $biblionumber (@$bibs_with_pending_requests) {
 185         $total_bibs++;
 186         my $hold_requests   = GetPendingHoldRequestsForBib($biblionumber);
 187         my $available_items = GetItemsAvailableToFillHoldRequestsForBib($biblionumber, $branches_to_use);
 188         $total_requests        += scalar(@$hold_requests);
 189         $total_available_items += scalar(@$available_items);
 190
 191         my $item_map = MapItemsToHoldRequests($hold_requests, $available_items, $branches_to_use, $transport_cost_matrix);
 192         $item_map  or next;
 193         my $item_map_size = scalar(keys %$item_map)
 194           or next;
 195
 196         $num_items_mapped += $item_map_size;
 197         CreatePicklistFromItemMap($item_map);
 198         AddToHoldTargetMap($item_map);
 199         if (($item_map_size < scalar(@$hold_requests  )) and
 200             ($item_map_size < scalar(@$available_items))) {
 201             # DOUBLE CHECK, but this is probably OK - unfilled item-level requests
 202             # FIXME
 203             #warn "unfilled requests for $biblionumber";
 204             #warn Dumper($hold_requests), Dumper($available_items), Dumper($item_map);
 205         }
 206     }
 207 }
 208
 209 =head2 GetBibsWithPendingHoldRequests
 210
 211   my $biblionumber_aref = GetBibsWithPendingHoldRequests();
 212
 213 Return an arrayref of the biblionumbers of all bibs
 214 that have one or more unfilled hold requests.
 215
 216 =cut
 217
 218 sub GetBibsWithPendingHoldRequests {
 219     my $dbh = C4::Context->dbh;
 220
 221     my $bib_query = "SELECT DISTINCT biblionumber
 222                      FROM reserves
 223                      WHERE found IS NULL
 224                      AND priority > 0
 225                      AND reservedate <= CURRENT_DATE()";
 226     my $sth = $dbh->prepare($bib_query);
 227
 228     $sth->execute();
 229     my $biblionumbers = $sth->fetchall_arrayref();
 230
 231     return [ map { $_->[0] } @$biblionumbers ];
 232 }
 233
 234 =head2 GetPendingHoldRequestsForBib
 235
 236   my $requests = GetPendingHoldRequestsForBib($biblionumber);
 237
 238 Returns an arrayref of hashrefs to pending, unfilled hold requests
 239 on the bib identified by $biblionumber.  The following keys
 240 are present in each hashref:
 241
 242     biblionumber
 243     borrowernumber
 244     itemnumber
 245     priority
 246     branchcode
 247     reservedate
 248     reservenotes
 249     borrowerbranch
 250
 251 The arrayref is sorted in order of increasing priority.
 252
 253 =cut
 254
 255 sub GetPendingHoldRequestsForBib {
 256     my $biblionumber = shift;
 257
 258     my $dbh = C4::Context->dbh;
 259
 260     my $request_query = "SELECT biblionumber, borrowernumber, itemnumber, priority, reserves.branchcode,
 261                                 reservedate, reservenotes, borrowers.branchcode AS borrowerbranch
 262                          FROM reserves
 263                          JOIN borrowers USING (borrowernumber)
 264                          WHERE biblionumber = ?
 265                          AND found IS NULL
 266                          AND priority > 0
 267                          AND reservedate <= CURRENT_DATE()
 268                          ORDER BY priority";
 269     my $sth = $dbh->prepare($request_query);
 270     $sth->execute($biblionumber);
 271
 272     my $requests = $sth->fetchall_arrayref({});
 273     return $requests;
 274
 275 }
 276
 277 =head2 GetItemsAvailableToFillHoldRequestsForBib
 278
 279   my $available_items = GetItemsAvailableToFillHoldRequestsForBib($biblionumber, $branches_ar);
 280
 281 Returns an arrayref of items available to fill hold requests
 282 for the bib identified by C<$biblionumber>.  An item is available
 283 to fill a hold request if and only if:
 284
 285     * it is not on loan
 286     * it is not withdrawn
 287     * it is not marked notforloan
 288     * it is not currently in transit
 289     * it is not lost
 290     * it is not sitting on the hold shelf
 291
 292 =cut
 293
 294 sub GetItemsAvailableToFillHoldRequestsForBib {
 295     my ($biblionumber, $branches_to_use) = @_;
 296
 297     my $dbh = C4::Context->dbh;
 298     my $items_query = "SELECT itemnumber, homebranch, holdingbranch, itemtypes.itemtype AS itype
 299                        FROM items ";
 300
 301     if (C4::Context->preference('item-level_itypes')) {
 302         $items_query .=   "LEFT JOIN itemtypes ON (itemtypes.itemtype = items.itype) ";
 303     } else {
 304         $items_query .=   "JOIN biblioitems USING (biblioitemnumber)
 305                            LEFT JOIN itemtypes USING (itemtype) ";
 306     }
 307     $items_query .=   "WHERE items.notforloan = 0
 308                        AND holdingbranch IS NOT NULL
 309                        AND itemlost = 0
 310                        AND wthdrawn = 0";
 311     $items_query .= "  AND damaged = 0" unless C4::Context->preference('AllowHoldsOnDamagedItems');
 312     $items_query .= "  AND items.onloan IS NULL
 313                        AND (itemtypes.notforloan IS NULL OR itemtypes.notforloan = 0)
 314                        AND itemnumber NOT IN (
 315                            SELECT itemnumber
 316                            FROM reserves
 317                            WHERE biblionumber = ?
 318                            AND itemnumber IS NOT NULL
 319                            AND (found IS NOT NULL OR priority = 0)
 320                         )
 321                        AND items.biblionumber = ?";
 322     $items_query .=  " AND damaged = 0 "
 323       unless C4::Context->preference('AllowHoldsOnDamagedItems');
 324
 325     my @params = ($biblionumber, $biblionumber);
 326     if ($branches_to_use && @$branches_to_use) {
 327         $items_query .= " AND holdingbranch IN (" . join (",", map { "?" } @$branches_to_use) . ")";
 328         push @params, @$branches_to_use;
 329     }
 330     my $sth = $dbh->prepare($items_query);
 331     $sth->execute(@params);
 332
 333     my $itm = $sth->fetchall_arrayref({});
 334     my @items = grep { ! scalar GetTransfers($_->{itemnumber}) } @$itm;
 335     return [ grep {
 336         my $rule = GetBranchItemRule($_->{homebranch}, $_->{itype});
 337         $_->{holdallowed} = $rule->{holdallowed} != 0
 338     } @items ];
 339 }
 340
 341 =head2 MapItemsToHoldRequests
 342
 343   MapItemsToHoldRequests($hold_requests, $available_items, $branches, $transport_cost_matrix)
 344
 345 =cut
 346
 347 sub MapItemsToHoldRequests {
 348     my ($hold_requests, $available_items, $branches_to_use, $transport_cost_matrix) = @_;
 349
 350     # handle trival cases
 351     return unless scalar(@$hold_requests) > 0;
 352     return unless scalar(@$available_items) > 0;
 353
 354     my $automatic_return = C4::Context->preference("AutomaticItemReturn");
 355
 356     # identify item-level requests
 357     my %specific_items_requested = map { $_->{itemnumber} => 1 }
 358                                    grep { defined($_->{itemnumber}) }
 359                                    @$hold_requests;
 360
 361     # group available items by itemnumber
 362     my %items_by_itemnumber = map { $_->{itemnumber} => $_ } @$available_items;
 363
 364     # items already allocated
 365     my %allocated_items = ();
 366
 367     # map of items to hold requests
 368     my %item_map = ();
 369
 370     # figure out which item-level requests can be filled
 371     my $num_items_remaining = scalar(@$available_items);
 372     foreach my $request (@$hold_requests) {
 373         last if $num_items_remaining == 0;
 374
 375         # is this an item-level request?
 376         if (defined($request->{itemnumber})) {
 377             # fill it if possible; if not skip it
 378             if (exists $items_by_itemnumber{$request->{itemnumber}} and
 379                 not exists $allocated_items{$request->{itemnumber}}) {
 380                 $item_map{$request->{itemnumber}} = {
 381                     borrowernumber => $request->{borrowernumber},
 382                     biblionumber => $request->{biblionumber},
 383                     holdingbranch =>  $items_by_itemnumber{$request->{itemnumber}}->{holdingbranch},
 384                     pickup_branch => $request->{branchcode} || $request->{borrowerbranch},
 385                     item_level => 1,
 386                     reservedate => $request->{reservedate},
 387                     reservenotes => $request->{reservenotes},
 388                 };
 389                 $allocated_items{$request->{itemnumber}}++;
 390                 $num_items_remaining--;
 391             }
 392         } else {
 393             # it's title-level request that will take up one item
 394             $num_items_remaining--;
 395         }
 396     }
 397
 398     # group available items by branch
 399     my %items_by_branch = ();
 400     foreach my $item (@$available_items) {
 401         next unless $item->{holdallowed};
 402
 403         push @{ $items_by_branch{  $automatic_return ? $item->{homebranch}
 404                                                      : $item->{holdingbranch} } }, $item
 405           unless exists $allocated_items{ $item->{itemnumber} };
 406     }
 407     return unless keys %items_by_branch;
 408
 409     # now handle the title-level requests
 410     $num_items_remaining = scalar(@$available_items) - scalar(keys %allocated_items);
 411     my $pull_branches;
 412     foreach my $request (@$hold_requests) {
 413         last if $num_items_remaining == 0;
 414         next if defined($request->{itemnumber}); # already handled these
 415
 416         # look for local match first
 417         my $pickup_branch = $request->{branchcode} || $request->{borrowerbranch};
 418         my ($itemnumber, $holdingbranch);
 419
 420         my $holding_branch_items = $automatic_return ? undef : $items_by_branch{$pickup_branch};
 421         if ( $holding_branch_items ) {
 422             foreach my $item (@$holding_branch_items) {
 423                 if ( $request->{borrowerbranch} eq $item->{homebranch} ) {
 424                     $itemnumber = $item->{itemnumber};
 425                     last;
 426                 }
 427             }
 428             $holdingbranch = $pickup_branch;
 429             $itemnumber ||= $holding_branch_items->[0]->{itemnumber};
 430         }
 431         elsif ($transport_cost_matrix) {
 432             $pull_branches = [keys %items_by_branch];
 433             $holdingbranch = least_cost_branch( $pickup_branch, $pull_branches, $transport_cost_matrix );
 434             if ( $holdingbranch ) {
 435
 436                 my $holding_branch_items = $items_by_branch{$holdingbranch};
 437                 foreach my $item (@$holding_branch_items) {
 438                     next if $request->{borrowerbranch} ne $item->{homebranch};
 439
 440                     $itemnumber = $item->{itemnumber};
 441                     last;
 442                 }
 443                 $itemnumber ||= $holding_branch_items->[0]->{itemnumber};
 444             }
 445             else {
 446                 warn "No transport costs for $pickup_branch";
 447             }
 448         }
 449
 450         unless ($itemnumber) {
 451             # not found yet, fall back to basics
 452             if ($branches_to_use) {
 453                 $pull_branches = $branches_to_use;
 454             } else {
 455                 $pull_branches = [keys %items_by_branch];
 456             }
 457             PULL_BRANCHES:
 458             foreach my $branch (@$pull_branches) {
 459                 my $holding_branch_items = $items_by_branch{$branch}
 460                   or next;
 461
 462                 $holdingbranch ||= $branch;
 463                 foreach my $item (@$holding_branch_items) {
 464                     next if $pickup_branch ne $item->{homebranch};
 465
 466                     $itemnumber = $item->{itemnumber};
 467                     $holdingbranch = $branch;
 468                     last PULL_BRANCHES;
 469                 }
 470             }
 471             $itemnumber ||= $items_by_branch{$holdingbranch}->[0]->{itemnumber}
 472               if $holdingbranch;
 473         }
 474
 475         if ($itemnumber) {
 476             my $holding_branch_items = $items_by_branch{$holdingbranch}
 477               or die "Have $itemnumber, $holdingbranch, but no items!";
 478             @$holding_branch_items = grep { $_->{itemnumber} != $itemnumber } @$holding_branch_items;
 479             delete $items_by_branch{$holdingbranch} unless @$holding_branch_items;
 480
 481             $item_map{$itemnumber} = {
 482                 borrowernumber => $request->{borrowernumber},
 483                 biblionumber => $request->{biblionumber},
 484                 holdingbranch => $holdingbranch,
 485                 pickup_branch => $pickup_branch,
 486                 item_level => 0,
 487                 reservedate => $request->{reservedate},
 488                 reservenotes => $request->{reservenotes},
 489             };
 490             $num_items_remaining--;
 491         }
 492     }
 493     return \%item_map;
 494 }
 495
 496 =head2 CreatePickListFromItemMap
 497
 498 =cut
 499
 500 sub CreatePicklistFromItemMap {
 501     my $item_map = shift;
 502
 503     my $dbh = C4::Context->dbh;
 504
 505     my $sth_load=$dbh->prepare("
 506         INSERT INTO tmp_holdsqueue (biblionumber,itemnumber,barcode,surname,firstname,phone,borrowernumber,
 507                                     cardnumber,reservedate,title, itemcallnumber,
 508                                     holdingbranch,pickbranch,notes, item_level_request)
 509         VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
 510     ");
 511
 512     foreach my $itemnumber  (sort keys %$item_map) {
 513         my $mapped_item = $item_map->{$itemnumber};
 514         my $biblionumber = $mapped_item->{biblionumber};
 515         my $borrowernumber = $mapped_item->{borrowernumber};
 516         my $pickbranch = $mapped_item->{pickup_branch};
 517         my $holdingbranch = $mapped_item->{holdingbranch};
 518         my $reservedate = $mapped_item->{reservedate};
 519         my $reservenotes = $mapped_item->{reservenotes};
 520         my $item_level = $mapped_item->{item_level};
 521
 522         my $item = GetItem($itemnumber);
 523         my $barcode = $item->{barcode};
 524         my $itemcallnumber = $item->{itemcallnumber};
 525
 526         my $borrower = GetMember('borrowernumber'=>$borrowernumber);
 527         my $cardnumber = $borrower->{'cardnumber'};
 528         my $surname = $borrower->{'surname'};
 529         my $firstname = $borrower->{'firstname'};
 530         my $phone = $borrower->{'phone'};
 531
 532         my $bib = GetBiblioData($biblionumber);
 533         my $title = $bib->{title};
 534
 535         $sth_load->execute($biblionumber, $itemnumber, $barcode, $surname, $firstname, $phone, $borrowernumber,
 536                            $cardnumber, $reservedate, $title, $itemcallnumber,
 537                            $holdingbranch, $pickbranch, $reservenotes, $item_level);
 538     }
 539 }
 540
 541 =head2 AddToHoldTargetMap
 542
 543 =cut
 544
 545 sub AddToHoldTargetMap {
 546     my $item_map = shift;
 547
 548     my $dbh = C4::Context->dbh;
 549
 550     my $insert_sql = q(
 551         INSERT INTO hold_fill_targets (borrowernumber, biblionumber, itemnumber, source_branchcode, item_level_request)
 552                                VALUES (?, ?, ?, ?, ?)
 553     );
 554     my $sth_insert = $dbh->prepare($insert_sql);
 555
 556     foreach my $itemnumber (keys %$item_map) {
 557         my $mapped_item = $item_map->{$itemnumber};
 558         $sth_insert->execute($mapped_item->{borrowernumber}, $mapped_item->{biblionumber}, $itemnumber,
 559                              $mapped_item->{holdingbranch}, $mapped_item->{item_level});
 560     }
 561 }
 562
 563 # Helper functions, not part of any interface
 564
 565 sub _trim {
 566     return $_[0] unless $_[0];
 567     $_[0] =~ s/^\s+//;
 568     $_[0] =~ s/\s+$//;
 569     $_[0];
 570 }
 571
 572 sub load_branches_to_pull_from {
 573     my $static_branch_list = C4::Context->preference("StaticHoldsQueueWeight")
 574       or return;
 575
 576     my @branches_to_use = map _trim($_), split /,/, $static_branch_list;
 577
 578     @branches_to_use = shuffle(@branches_to_use) if  C4::Context->preference("RandomizeHoldsQueueWeight");
 579
 580     return \@branches_to_use;
 581 }
 582
 583 sub least_cost_branch {
 584
 585     #$from - arrayref
 586     my ($to, $from, $transport_cost_matrix) = @_;
 587
 588 # Nothing really spectacular: supply to branch, a list of potential from branches
 589 # and find the minimum from - to value from the transport_cost_matrix
 590     return $from->[0] if @$from == 1;
 591
 592     my ($least_cost, @branch);
 593     foreach (@$from) {
 594         my $cell = $transport_cost_matrix->{$to}{$_};
 595         next if $cell->{disable_transfer};
 596
 597         my $cost = $cell->{cost};
 598         next unless defined $cost; # XXX should this be reported?
 599
 600         unless (defined $least_cost) {
 601             $least_cost = $cost;
 602             push @branch, $_;
 603             next;
 604         }
 605
 606         next if $cost > $least_cost;
 607
 608         if ($cost == $least_cost) {
 609             push @branch, $_;
 610             next;
 611         }
 612
 613         @branch = ($_);
 614         $least_cost = $cost;
 615     }
 616
 617     return $branch[0];
 618
 619     # XXX return a random @branch with minimum cost instead of the first one;
 620     # return $branch[0] if @branch == 1;
 621 }
 622
 623
 624 1;