Ian,

Nice write up! I've been bitten by this bug a few times. I am fine with removing the shared address feature like you're proposing. Though, I wonder why it was introduced in the first place? (before my time) - My guess is that it makes it so that the staff only need to edit the address in one place (for the parent account for example) and the associated addresses for (children) are also updated?

Is that feature expected by staff out there? If it were removed, would it surprise everyone?

-Blake-
Conducting Magic
Will consume any data format
MOBIUS

On 2/28/2025 9:38 AM, Ian Skelskey via Evergreen-dev wrote:

Dear Evergreen Developers,

While executing a patron purge initiative at Bibliomation, I encountered an issue related to shared addresses that prevented some deletions from completing. I was able to work around the issue, but I believe a more permanent fix should be implemented to prevent similar problems in the future.

I decided to share this as an email because it's a bit long and is easier to read with some shiny formatting that isn't possible on Launchpad. The root cause, as outlined in Bug #885270 <https://bugs.launchpad.net/evergreen/+bug/885270>, is that cloned patrons historically shared the same address row in the database. When attempting to delete a patron whose address is still referenced by another user, the process fails. Over the years, multiple solutions have been introduced to mitigate this issue, but they remain somewhat fragmented and the bug ticket remains open.


      *Summary of Fixes Implemented So Far*

1.

    *Library Setting: "Cloned patrons get address copy"*

      * When enabled, this setting ensures newly cloned patrons
        receive a separate address entry rather than sharing the original.
      * However, this only prevents new instances of the issue and
        does not fix pre-existing shared addresses.
2.

    *|fix_addresses.sql
    
<https://bugs.launchpad.net/evergreen/+bug/885270/+attachment/4112365/+files/fix_addresses.sql>|
    Script (shared by Jason Boyer)*

      * This script untangles shared addresses by duplicating them,
        ensuring each patron has a unique address entry.
      * It serves as a one-time fix for existing shared addresses but
        does not enforce consistent behavior moving forward.
3.

    *Address Deletion Failure*

      * The |actor.usr_purge_data| function currently attempts to
        delete all addresses linked to a user, which fails if the
        address is still referenced elsewhere.
      * A fail-safe could be added to prevent deletion if the address
        is still associated with another patron.


      *Proposed Next Steps*


        *1. Make Cloning Behavior Consistent*

  * Remove the "Cloned patrons get address copy" setting and enforce
    the creation of separate address entries for all cloned patrons by
    default.
  * No use case seems to require shared addresses, and maintaining
    this setting prolongs potential inconsistencies.
      o Can anyone think of a use case where shared addresses would be
        helpful?
      o Does anyone have that setting set to *false*?


        *2. Database Migration Fix*

  * The |fix_addresses.sql| script should be incorporated into a
    future database upgrade process to automatically separate any
    remaining shared addresses.


        *3. Modify |actor.usr_purge_data| to Handle Shared Addresses
        Gracefully*

  * Instead of failing outright when trying to delete a shared
    address, modify the function to ensure the address is not deleted
    if still referenced. A log message can be added to report any
    cases where the issue persists.
  * SELECTCOUNT(*) INTOshared_address_count
    FROMactor.usr u
    WHERE(u.mailing_address = actor.usr_address.id
    <http://actor.usr_address.id> ORu.billing_address =
    actor.usr_address.id <http://actor.usr_address.id>)
    ANDu.id <http://u.id> != src_usr;

    IF shared_address_count > 0 THEN
      RAISE NOTICE 'Address shared by another patron, not deleting
    address for user %', src_usr;
    ELSE
    DELETEFROMactor.usr_address WHEREusr = src_usr;
    ENDIF;

  * This adjustment ensures the deletion process continues rather than
    throwing an error while preserving shared addresses when necessary.


      *Next Steps & Feedback*

Would the community support moving forward with this approach? If there’s consensus, I’d be happy to contribute toward implementing these updates.

Looking forward to your thoughts!

--
Best regards,

*Ian Skelskey*
/Evergreen Systems Specialist/
*Bibliomation Inc.*
203-577-4070 <tel:+12035774070> ext. 108



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