tools/import_borrowers.pl

   1 #!/usr/bin/perl
   2
   3 # Copyright 2007 Liblime
   4 # Parts copyright 2010 BibLibre
   5 #
   6 # This file is part of Koha.
   7 #
   8 # Koha is free software; you can redistribute it and/or modify it
   9 # under the terms of the GNU General Public License as published by
  10 # the Free Software Foundation; either version 3 of the License, or
  11 # (at your option) any later version.
  12 #
  13 # Koha is distributed in the hope that it will be useful, but
  14 # WITHOUT ANY WARRANTY; without even the implied warranty of
  15 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
  16 # GNU General Public License for more details.
  17 #
  18 # You should have received a copy of the GNU General Public License
  19 # along with Koha; if not, see <http://www.gnu.org/licenses>.
  20
  21 # Script to take some borrowers data in a known format and load it into Koha
  22 #
  23 # File format
  24 #
  25 # cardnumber,surname,firstname,title,othernames,initials,streetnumber,streettype,
  26 # address line , address line 2, city, zipcode, contry, email, phone, mobile, fax, work email, work phone,
  27 # alternate streetnumber, alternate streettype, alternate address line 1, alternate city,
  28 # alternate zipcode, alternate country, alternate email, alternate phone, date of birth, branchcode,
  29 # categorycode, enrollment date, expiry date, noaddress, lost, debarred, contact surname,
  30 # contact firstname, contact title, borrower notes, contact relationship
  31 # gender, username, opac note, contact note, password, sort one, sort two
  32 #
  33 # any fields except cardnumber can be blank but the number of fields must match
  34 # dates should be in the format you have set up Koha to expect
  35 # branchcode and categorycode need to be valid
  36
  37 use strict;
  38 use warnings;
  39
  40 use C4::Auth;
  41 use C4::Output;
  42 use C4::Context;
  43 use C4::Members;
  44 use C4::Members::Attributes qw(:all);
  45 use C4::Members::AttributeTypes;
  46 use C4::Members::Messaging;
  47 use C4::Reports::Guided;
  48 use C4::Templates;
  49 use Koha::Patron::Debarments;
  50 use Koha::Patrons;
  51 use Koha::DateUtils;
  52 use Koha::Token;
  53 use Koha::Libraries;
  54 use Koha::Patron::Categories;
  55
  56 use Text::CSV;
  57 # Text::CSV::Unicode, even in binary mode, fails to parse lines with these diacriticals:
  58 # ė
  59 # č
  60
  61 use CGI qw ( -utf8 );
  62
  63 my (@errors, @feedback);
  64 my $extended = C4::Context->preference('ExtendedPatronAttributes');
  65 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
  66 my @columnkeys = Koha::Patrons->columns();
  67 @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } @columnkeys;
  68 if ($extended) {
  69     push @columnkeys, 'patron_attributes';
  70 }
  71
  72 my $input = CGI->new();
  73 our $csv  = Text::CSV->new({binary => 1});  # binary needed for non-ASCII Unicode
  74 #push @feedback, {feedback=>1, name=>'backend', value=>$csv->backend, backend=>$csv->backend}; #XXX
  75
  76 my ( $template, $loggedinuser, $cookie ) = get_template_and_user({
  77         template_name   => "tools/import_borrowers.tt",
  78         query           => $input,
  79         type            => "intranet",
  80         authnotrequired => 0,
  81         flagsrequired   => { tools => 'import_patrons' },
  82         debug           => 1,
  83 });
  84
  85 # get the patron categories and pass them to the template
  86 my @patron_categories = Koha::Patron::Categories->search_limited({}, {order_by => ['description']});
  87 $template->param( categories => \@patron_categories );
  88 my $columns = C4::Templates::GetColumnDefs( $input )->{borrowers};
  89 $columns = [ grep { $_->{field} ne 'borrowernumber' ? $_ : () } @$columns ];
  90 $template->param( borrower_fields => $columns );
  91
  92 if ($input->param('sample')) {
  93     print $input->header(
  94         -type       => 'application/vnd.sun.xml.calc', # 'application/vnd.ms-excel' ?
  95         -attachment => 'patron_import.csv',
  96     );
  97     $csv->combine(@columnkeys);
  98     print $csv->string, "\n";
  99     exit 0;
 100 }
 101 my $uploadborrowers = $input->param('uploadborrowers');
 102 my $matchpoint      = $input->param('matchpoint');
 103 if ($matchpoint) {
 104     $matchpoint =~ s/^patron_attribute_//;
 105 }
 106 my $overwrite_cardnumber = $input->param('overwrite_cardnumber');
 107
 108 $template->param( SCRIPT_NAME => '/cgi-bin/koha/tools/import_borrowers.pl' );
 109
 110 if ( $uploadborrowers && length($uploadborrowers) > 0 ) {
 111     die "Wrong CSRF token"
 112         unless Koha::Token->new->check_csrf({
 113             session_id => scalar $input->cookie('CGISESSID'),
 114             token  => scalar $input->param('csrf_token'),
 115         });
 116
 117     push @feedback, {feedback=>1, name=>'filename', value=>$uploadborrowers, filename=>$uploadborrowers};
 118     my $handle = $input->upload('uploadborrowers');
 119     my $uploadinfo = $input->uploadInfo($uploadborrowers);
 120     foreach (keys %$uploadinfo) {
 121         push @feedback, {feedback=>1, name=>$_, value=>$uploadinfo->{$_}, $_=>$uploadinfo->{$_}};
 122     }
 123     my $imported    = 0;
 124     my $alreadyindb = 0;
 125     my $overwritten = 0;
 126     my $invalid     = 0;
 127     my $matchpoint_attr_type;
 128     my %defaults = $input->Vars;
 129
 130     # use header line to construct key to column map
 131     my $borrowerline = <$handle>;
 132     my $status = $csv->parse($borrowerline);
 133     ($status) or push @errors, {badheader=>1,line=>$., lineraw=>$borrowerline};
 134     my @csvcolumns = $csv->fields();
 135     my %csvkeycol;
 136     my $col = 0;
 137     foreach my $keycol (@csvcolumns) {
 138         # columnkeys don't contain whitespace, but some stupid tools add it
 139         $keycol =~ s/ +//g;
 140         $csvkeycol{$keycol} = $col++;
 141     }
 142     #warn($borrowerline);
 143     my $ext_preserve = $input->param('ext_preserve') || 0;
 144     if ($extended) {
 145         $matchpoint_attr_type = C4::Members::AttributeTypes->fetch($matchpoint);
 146     }
 147
 148     push @feedback, {feedback=>1, name=>'headerrow', value=>join(', ', @csvcolumns)};
 149     my $today = output_pref;
 150     my @criticals = qw(surname branchcode categorycode);    # there probably should be others
 151     my @bad_dates;  # I've had a few.
 152     LINE: while ( my $borrowerline = <$handle> ) {
 153         my %borrower;
 154         my @missing_criticals;
 155         my $patron_attributes;
 156         my $status  = $csv->parse($borrowerline);
 157         my @columns = $csv->fields();
 158         if (! $status) {
 159             push @missing_criticals, {badparse=>1, line=>$., lineraw=>$borrowerline};
 160         } elsif (@columns == @columnkeys) {
 161             @borrower{@columnkeys} = @columns;
 162             # MJR: try to fill blanks gracefully by using default values
 163             foreach my $key (@columnkeys) {
 164                 if ($borrower{$key} !~ /\S/) {
 165                     $borrower{$key} = $defaults{$key};
 166                 }
 167             }
 168         } else {
 169             # MJR: try to recover gracefully by using default values
 170             foreach my $key (@columnkeys) {
 171                 if (defined($csvkeycol{$key}) and $columns[$csvkeycol{$key}] =~ /\S/) {
 172                     $borrower{$key} = $columns[$csvkeycol{$key}];
 173                 } elsif ( $defaults{$key} ) {
 174                     $borrower{$key} = $defaults{$key};
 175                 } elsif ( scalar grep {$key eq $_} @criticals ) {
 176                     # a critical field is undefined
 177                     push @missing_criticals, {key=>$key, line=>$., lineraw=>$borrowerline};
 178                 } else {
 179                         $borrower{$key} = '';
 180                 }
 181             }
 182         }
 183         #warn join(':',%borrower);
 184         if ($borrower{categorycode}) {
 185             push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline, value=>$borrower{categorycode}, category_map=>1}
 186                 unless Koha::Patron::Categories->find($borrower{categorycode});
 187         } else {
 188             push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline};
 189         }
 190         if ($borrower{branchcode}) {
 191             push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline, value=>$borrower{branchcode}, branch_map=>1}
 192                 unless Koha::Libraries->find($borrower{branchcode});
 193         } else {
 194             push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline};
 195         }
 196         if (@missing_criticals) {
 197             foreach (@missing_criticals) {
 198                 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
 199                 $_->{surname}        = $borrower{surname} || 'UNDEF';
 200             }
 201             $invalid++;
 202             (25 > scalar @errors) and push @errors, {missing_criticals=>\@missing_criticals};
 203             # The first 25 errors are enough.  Keeping track of 30,000+ would destroy performance.
 204             next LINE;
 205         }
 206         if ($extended) {
 207             my $attr_str = $borrower{patron_attributes};
 208             $attr_str =~ s/\xe2\x80\x9c/"/g; # fixup double quotes in case we are passed smart quotes
 209             $attr_str =~ s/\xe2\x80\x9d/"/g;
 210             push @feedback, {feedback=>1, name=>'attribute string', value=>$attr_str, filename=>$uploadborrowers};
 211             delete $borrower{patron_attributes};    # not really a field in borrowers, so we don't want to pass it to ModMember.
 212             $patron_attributes = extended_attributes_code_value_arrayref($attr_str);
 213         }
 214         # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
 215         foreach (qw(dateofbirth dateenrolled dateexpiry)) {
 216             my $tempdate = $borrower{$_} or next;
 217             $tempdate = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
 218             if ($tempdate) {
 219                 $borrower{$_} = $tempdate;
 220             } else {
 221                 $borrower{$_} = '';
 222                 push @missing_criticals, {key=>$_, line=>$. , lineraw=>$borrowerline, bad_date=>1};
 223             }
 224         }
 225         $borrower{dateenrolled} ||= $today;
 226         $borrower{dateexpiry}   ||= Koha::Patron::Categories->find( $borrower{categorycode} )->get_expiry_date( $borrower{dateenrolled} );
 227         my $borrowernumber;
 228         my $member;
 229         if ( ($matchpoint eq 'cardnumber') && ($borrower{'cardnumber'}) ) {
 230             $member = GetMember( 'cardnumber' => $borrower{'cardnumber'} );
 231             if ($member) {
 232                 $borrowernumber = $member->{'borrowernumber'};
 233             }
 234         } elsif ( ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
 235             $member = GetMember( 'userid' => $borrower{'userid'} );
 236             if ($member) {
 237                 $borrowernumber = $member->{'borrowernumber'};
 238             }
 239         } elsif ($extended) {
 240             if (defined($matchpoint_attr_type)) {
 241                 foreach my $attr (@$patron_attributes) {
 242                     if ($attr->{code} eq $matchpoint and $attr->{value} ne '') {
 243                         my @borrowernumbers = $matchpoint_attr_type->get_patrons($attr->{value});
 244                         $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
 245                         last;
 246                     }
 247                 }
 248             }
 249         }
 250
 251         if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
 252             push @errors, {
 253                 invalid_cardnumber => 1,
 254                 borrowernumber => $borrowernumber,
 255                 cardnumber => $borrower{cardnumber}
 256             };
 257             $invalid++;
 258             next;
 259         }
 260
 261         if ($borrowernumber) {
 262             # borrower exists
 263             unless ($overwrite_cardnumber) {
 264                 $alreadyindb++;
 265                 $template->param('lastalreadyindb'=>$borrower{'surname'}.' / '.$borrowernumber);
 266                 next LINE;
 267             }
 268             $borrower{'borrowernumber'} = $borrowernumber;
 269             for my $col (keys %borrower) {
 270                 # use values from extant patron unless our csv file includes this column or we provided a default.
 271                 # FIXME : You cannot update a field with a  perl-evaluated false value using the defaults.
 272
 273                 # The password is always encrypted, skip it!
 274                 next if $col eq 'password';
 275
 276                 unless(exists($csvkeycol{$col}) || $defaults{$col}) {
 277                     $borrower{$col} = $member->{$col} if($member->{$col}) ;
 278                 }
 279             }
 280
 281             # Check if the userid provided does not exist yet
 282             if (  exists $borrower{userid}
 283                      and $borrower{userid}
 284                  and not Check_Userid( $borrower{userid}, $borrower{borrowernumber} ) ) {
 285                 push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
 286                 $invalid++;
 287                 next LINE;
 288             }
 289
 290             unless (ModMember(%borrower)) {
 291                 $invalid++;
 292                 # until we have better error trapping, we have no way of knowing why ModMember errored out...
 293                 push @errors, {unknown_error => 1};
 294                 $template->param('lastinvalid'=>$borrower{'surname'}.' / '.$borrowernumber);
 295                 next LINE;
 296             }
 297
 298             # Don't add a new restriction if the existing 'combined' restriction matches this one
 299             if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
 300                 # Check to see if this debarment already exists
 301                 my $debarrments = GetDebarments(
 302                     {
 303                         borrowernumber => $borrowernumber,
 304                         expiration     => $borrower{debarred},
 305                         comment        => $borrower{debarredcomment}
 306                     }
 307                 );
 308                 # If it doesn't, then add it!
 309                 unless (@$debarrments) {
 310                     AddDebarment(
 311                         {
 312                             borrowernumber => $borrowernumber,
 313                             expiration     => $borrower{debarred},
 314                             comment        => $borrower{debarredcomment}
 315                         }
 316                     );
 317                 }
 318             }
 319
 320             if ($extended) {
 321                 if ($ext_preserve) {
 322                     my $old_attributes = GetBorrowerAttributes($borrowernumber);
 323                     $patron_attributes = extended_attributes_merge($old_attributes, $patron_attributes);  #TODO: expose repeatable options in template
 324                 }
 325                 push @errors, {unknown_error => 1} unless SetBorrowerAttributes($borrower{'borrowernumber'}, $patron_attributes, 'no_branch_limit' );
 326             }
 327             $overwritten++;
 328             $template->param('lastoverwritten'=>$borrower{'surname'}.' / '.$borrowernumber);
 329         } else {
 330             # FIXME: fixup_cardnumber says to lock table, but the web interface doesn't so this doesn't either.
 331             # At least this is closer to AddMember than in members/memberentry.pl
 332             if (!$borrower{'cardnumber'}) {
 333                 $borrower{'cardnumber'} = fixup_cardnumber(undef);
 334             }
 335             if ($borrowernumber = AddMember(%borrower)) {
 336
 337                 if ( $borrower{debarred} ) {
 338                     AddDebarment(
 339                         {
 340                             borrowernumber => $borrowernumber,
 341                             expiration     => $borrower{debarred},
 342                             comment        => $borrower{debarredcomment}
 343                         }
 344                     );
 345                 }
 346
 347                 if ($extended) {
 348                     SetBorrowerAttributes($borrowernumber, $patron_attributes);
 349                 }
 350
 351                 if ($set_messaging_prefs) {
 352                     C4::Members::Messaging::SetMessagingPreferencesFromDefaults({ borrowernumber => $borrowernumber,
 353                                                                                   categorycode => $borrower{categorycode} });
 354                 }
 355
 356                 $imported++;
 357                 $template->param('lastimported'=>$borrower{'surname'}.' / '.$borrowernumber);
 358             } else {
 359                 $invalid++;
 360                 push @errors, {unknown_error => 1};
 361                 $template->param('lastinvalid'=>$borrower{'surname'}.' / AddMember');
 362             }
 363         }
 364     }
 365     (@errors  ) and $template->param(  ERRORS=>\@errors  );
 366     (@feedback) and $template->param(FEEDBACK=>\@feedback);
 367     $template->param(
 368         'uploadborrowers' => 1,
 369         'imported'        => $imported,
 370         'overwritten'     => $overwritten,
 371         'alreadyindb'     => $alreadyindb,
 372         'invalid'         => $invalid,
 373         'total'           => $imported + $alreadyindb + $invalid + $overwritten,
 374     );
 375
 376 } else {
 377     if ($extended) {
 378         my @matchpoints = ();
 379         my @attr_types = C4::Members::AttributeTypes::GetAttributeTypes(undef, 1);
 380         foreach my $type (@attr_types) {
 381             my $attr_type = C4::Members::AttributeTypes->fetch($type->{code});
 382             if ($attr_type->unique_id()) {
 383             push @matchpoints, { code =>  "patron_attribute_" . $attr_type->code(), description => $attr_type->description() };
 384             }
 385         }
 386         $template->param(matchpoints => \@matchpoints);
 387     }
 388
 389     $template->param(
 390         csrf_token => Koha::Token->new->generate_csrf(
 391             { session_id => scalar $input->cookie('CGISESSID'), }
 392         ),
 393     );
 394
 395 }
 396
 397 output_html_with_http_headers $input, $cookie, $template->output;
 398