tools/import_borrowers.pl

   1 #!/usr/bin/perl
   2
   3 # Copyright 2007 Liblime Ltd
   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 # Script to take some borrowers data in a known format and load it into Koha
  21 #
  22 # File format
  23 #
  24 # cardnumber,surname,firstname,title,othernames,initials,streetnumber,streettype,
  25 # address line , address line 2, city, zipcode, contry, email, phone, mobile, fax, work email, work phone,
  26 # alternate streetnumber, alternate streettype, alternate address line 1, alternate city,
  27 # alternate zipcode, alternate country, alternate email, alternate phone, date of birth, branchcode,
  28 # categorycode, enrollment date, expiry date, noaddress, lost, debarred, contact surname,
  29 # contact firstname, contact title, borrower notes, contact relationship, ethnicity, ethnicity notes
  30 # gender, username, opac note, contact note, password, sort one, sort two
  31 #
  32 # any fields except cardnumber can be blank but the number of fields must match
  33 # dates should be in the format you have set up Koha to expect
  34 # branchcode and categorycode need to be valid
  35
  36 use strict;
  37 use warnings;
  38
  39 use C4::Auth;
  40 use C4::Output;
  41 use C4::Dates qw(format_date_in_iso);
  42 use C4::Context;
  43 use C4::Branch qw(GetBranchName);
  44 use C4::Members;
  45 use C4::Members::Attributes qw(:all);
  46 use C4::Members::AttributeTypes;
  47 use C4::Members::Messaging;
  48
  49 use Text::CSV;
  50 # Text::CSV::Unicode, even in binary mode, fails to parse lines with these diacriticals:
  51 # ė
  52 # č
  53
  54 use CGI;
  55 # use encoding 'utf8';    # don't do this
  56
  57 my (@errors, @feedback);
  58 my $extended = C4::Context->preference('ExtendedPatronAttributes');
  59 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
  60 my @columnkeys = C4::Members->columns;
  61 if ($extended) {
  62     push @columnkeys, 'patron_attributes';
  63 }
  64 my $columnkeystpl = [ map { {'key' => $_} }  grep {$_ ne 'borrowernumber' && $_ ne 'cardnumber'} @columnkeys ];  # ref. to array of hashrefs.
  65
  66 my $input = CGI->new();
  67 our $csv  = Text::CSV->new({binary => 1});  # binary needed for non-ASCII Unicode
  68 # push @feedback, {feedback=>1, name=>'backend', value=>$csv->backend, backend=>$csv->backend};
  69
  70 my ( $template, $loggedinuser, $cookie ) = get_template_and_user({
  71         template_name   => "tools/import_borrowers.tmpl",
  72         query           => $input,
  73         type            => "intranet",
  74         authnotrequired => 0,
  75         flagsrequired   => { tools => 'import_patrons' },
  76         debug           => 1,
  77 });
  78
  79 $template->param(columnkeys => $columnkeystpl);
  80
  81 if ($input->param('sample')) {
  82     print $input->header(
  83         -type       => 'application/vnd.sun.xml.calc', # 'application/vnd.ms-excel' ?
  84         -attachment => 'patron_import.csv',
  85     );
  86     $csv->combine(@columnkeys);
  87     print $csv->string, "\n";
  88     exit 1;
  89 }
  90 my $uploadborrowers = $input->param('uploadborrowers');
  91 my $matchpoint      = $input->param('matchpoint');
  92 if ($matchpoint) {
  93     $matchpoint =~ s/^patron_attribute_//;
  94 }
  95 my $overwrite_cardnumber = $input->param('overwrite_cardnumber');
  96
  97 $template->param( SCRIPT_NAME => $ENV{'SCRIPT_NAME'} );
  98
  99 ($extended) and $template->param(ExtendedPatronAttributes => 1);
 100
 101 if ( $uploadborrowers && length($uploadborrowers) > 0 ) {
 102     push @feedback, {feedback=>1, name=>'filename', value=>$uploadborrowers, filename=>$uploadborrowers};
 103     my $handle = $input->upload('uploadborrowers');
 104     my $uploadinfo = $input->uploadInfo($uploadborrowers);
 105     foreach (keys %$uploadinfo) {
 106         push @feedback, {feedback=>1, name=>$_, value=>$uploadinfo->{$_}, $_=>$uploadinfo->{$_}};
 107     }
 108     my $imported    = 0;
 109     my $alreadyindb = 0;
 110     my $overwritten = 0;
 111     my $invalid     = 0;
 112     my $matchpoint_attr_type;
 113     my %defaults = $input->Vars;
 114
 115     # use header line to construct key to column map
 116     my $borrowerline = <$handle>;
 117     my $status = $csv->parse($borrowerline);
 118     ($status) or push @errors, {badheader=>1,line=>$., lineraw=>$borrowerline};
 119     my @csvcolumns = $csv->fields();
 120     my %csvkeycol;
 121     my $col = 0;
 122     foreach my $keycol (@csvcolumns) {
 123         # columnkeys don't contain whitespace, but some stupid tools add it
 124         $keycol =~ s/ +//g;
 125         $csvkeycol{$keycol} = $col++;
 126     }
 127     #warn($borrowerline);
 128     my $ext_preserve = $input->param('ext_preserve') || 0;
 129     if ($extended) {
 130         $matchpoint_attr_type = C4::Members::AttributeTypes->fetch($matchpoint);
 131     }
 132
 133     push @feedback, {feedback=>1, name=>'headerrow', value=>join(', ', @csvcolumns)};
 134     my $today_iso = C4::Dates->new()->output('iso');
 135     my @criticals = qw(surname branchcode categorycode);    # there probably should be others
 136     my @bad_dates;  # I've had a few.
 137     my $date_re = C4::Dates->new->regexp('syspref');
 138     my  $iso_re = C4::Dates->new->regexp('iso');
 139     LINE: while ( my $borrowerline = <$handle> ) {
 140         my %borrower;
 141         my @missing_criticals;
 142         my $patron_attributes;
 143         my $status  = $csv->parse($borrowerline);
 144         my @columns = $csv->fields();
 145         if (! $status) {
 146             push @missing_criticals, {badparse=>1, line=>$., lineraw=>$borrowerline};
 147         } elsif (@columns == @columnkeys) {
 148             @borrower{@columnkeys} = @columns;
 149             # MJR: try to fill blanks gracefully by using default values
 150             foreach my $key (@criticals) {
 151                 if ($borrower{$key} !~ /\S/) {
 152                     $borrower{$key} = $defaults{$key};
 153                 }
 154             }
 155         } else {
 156             # MJR: try to recover gracefully by using default values
 157             foreach my $key (@columnkeys) {
 158                 if (defined($csvkeycol{$key}) and $columns[$csvkeycol{$key}] =~ /\S/) {
 159                     $borrower{$key} = $columns[$csvkeycol{$key}];
 160                 } elsif ( $defaults{$key} ) {
 161                     $borrower{$key} = $defaults{$key};
 162                 } elsif ( scalar grep {$key eq $_} @criticals ) {
 163                     # a critical field is undefined
 164                     push @missing_criticals, {key=>$key, line=>$., lineraw=>$borrowerline};
 165                 } else {
 166                         $borrower{$key} = '';
 167                 }
 168             }
 169         }
 170         #warn join(':',%borrower);
 171         if ($borrower{categorycode}) {
 172             push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline, value=>$borrower{categorycode}, category_map=>1}
 173                 unless GetBorrowercategory($borrower{categorycode});
 174         } else {
 175             push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline};
 176         }
 177         if ($borrower{branchcode}) {
 178             push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline, value=>$borrower{branchcode}, branch_map=>1}
 179                 unless GetBranchName($borrower{branchcode});
 180         } else {
 181             push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline};
 182         }
 183         if (@missing_criticals) {
 184             foreach (@missing_criticals) {
 185                 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
 186                 $_->{surname}        = $borrower{surname} || 'UNDEF';
 187             }
 188             $invalid++;
 189             (25 > scalar @errors) and push @errors, {missing_criticals=>\@missing_criticals};
 190             # The first 25 errors are enough.  Keeping track of 30,000+ would destroy performance.
 191             next LINE;
 192         }
 193         if ($extended) {
 194             my $attr_str = $borrower{patron_attributes};
 195             delete $borrower{patron_attributes};    # not really a field in borrowers, so we don't want to pass it to ModMember.
 196             $patron_attributes = extended_attributes_code_value_arrayref($attr_str);
 197         }
 198         # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
 199         foreach (qw(dateofbirth dateenrolled dateexpiry)) {
 200             my $tempdate = $borrower{$_} or next;
 201             if ($tempdate =~ /$date_re/) {
 202                 $borrower{$_} = format_date_in_iso($tempdate);
 203             } elsif ($tempdate =~ /$iso_re/) {
 204                 $borrower{$_} = $tempdate;
 205             } else {
 206                 $borrower{$_} = '';
 207                 push @missing_criticals, {key=>$_, line=>$. , lineraw=>$borrowerline, bad_date=>1};
 208             }
 209         }
 210         $borrower{dateenrolled} = $today_iso unless $borrower{dateenrolled};
 211         $borrower{dateexpiry} = GetExpiryDate($borrower{categorycode},$borrower{dateenrolled}) unless $borrower{dateexpiry};
 212         my $borrowernumber;
 213         my $member;
 214         if ( ($matchpoint eq 'cardnumber') && ($borrower{'cardnumber'}) ) {
 215             $member = GetMember( 'cardnumber' => $borrower{'cardnumber'} );
 216             if ($member) {
 217                 $borrowernumber = $member->{'borrowernumber'};
 218             }
 219         } elsif ($extended) {
 220             if (defined($matchpoint_attr_type)) {
 221                 foreach my $attr (@$patron_attributes) {
 222                     if ($attr->{code} eq $matchpoint and $attr->{value} ne '') {
 223                         my @borrowernumbers = $matchpoint_attr_type->get_patrons($attr->{value});
 224                         $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
 225                         last;
 226                     }
 227                 }
 228             }
 229         }
 230
 231         if ($borrowernumber) {
 232             # borrower exists
 233             unless ($overwrite_cardnumber) {
 234                 $alreadyindb++;
 235                 $template->param('lastalreadyindb'=>$borrower{'surname'}.' / '.$borrowernumber);
 236                 next LINE;
 237             }
 238             $borrower{'borrowernumber'} = $borrowernumber;
 239             for my $col (keys %borrower) {
 240                 # use values from extant patron unless our csv file includes this column or we provided a default.
 241                 # FIXME : You cannot update a field with a  perl-evaluated false value using the defaults.
 242                 unless(exists($csvkeycol{$col}) || $defaults{$col}) {
 243                     $borrower{$col} = $member->{$col} if($member->{$col}) ;
 244                 }
 245             }
 246             unless (ModMember(%borrower)) {
 247                 $invalid++;
 248                 $template->param('lastinvalid'=>$borrower{'surname'}.' / '.$borrowernumber);
 249                 next LINE;
 250             }
 251             if ($extended) {
 252                 if ($ext_preserve) {
 253                     my $old_attributes = GetBorrowerAttributes($borrowernumber);
 254                     $patron_attributes = extended_attributes_merge($old_attributes, $patron_attributes);  #TODO: expose repeatable options in template
 255                 }
 256                 SetBorrowerAttributes($borrower{'borrowernumber'}, $patron_attributes);
 257             }
 258             $overwritten++;
 259             $template->param('lastoverwritten'=>$borrower{'surname'}.' / '.$borrowernumber);
 260         } else {
 261             # FIXME: fixup_cardnumber says to lock table, but the web interface doesn't so this doesn't either.
 262             # At least this is closer to AddMember than in members/memberentry.pl
 263             if (!$borrower{'cardnumber'}) {
 264                 $borrower{'cardnumber'} = fixup_cardnumber(undef);
 265             }
 266             if ($borrowernumber = AddMember(%borrower)) {
 267                 if ($extended) {
 268                     SetBorrowerAttributes($borrowernumber, $patron_attributes);
 269                 }
 270                 if ($set_messaging_prefs) {
 271                     C4::Members::Messaging::SetMessagingPreferencesFromDefaults({ borrowernumber => $borrowernumber,
 272                                                                                   categorycode => $borrower{categorycode} });
 273                 }
 274                 $imported++;
 275                 $template->param('lastimported'=>$borrower{'surname'}.' / '.$borrowernumber);
 276             } else {
 277                 $invalid++;
 278                 $template->param('lastinvalid'=>$borrower{'surname'}.' / AddMember');
 279             }
 280         }
 281     }
 282     (@errors  ) and $template->param(  ERRORS=>\@errors  );
 283     (@feedback) and $template->param(FEEDBACK=>\@feedback);
 284     $template->param(
 285         'uploadborrowers' => 1,
 286         'imported'        => $imported,
 287         'overwritten'     => $overwritten,
 288         'alreadyindb'     => $alreadyindb,
 289         'invalid'         => $invalid,
 290         'total'           => $imported + $alreadyindb + $invalid + $overwritten,
 291     );
 292
 293 } else {
 294     if ($extended) {
 295         my @matchpoints = ();
 296         my @attr_types = C4::Members::AttributeTypes::GetAttributeTypes();
 297         foreach my $type (@attr_types) {
 298             my $attr_type = C4::Members::AttributeTypes->fetch($type->{code});
 299             if ($attr_type->unique_id()) {
 300             push @matchpoints, { code =>  "patron_attribute_" . $attr_type->code(), description => $attr_type->description() };
 301             }
 302         }
 303         $template->param(matchpoints => \@matchpoints);
 304     }
 305 }
 306
 307 output_html_with_http_headers $input, $cookie, $template->output;
 308