Koha/Patrons/Import.pm

   1 package Koha::Patrons::Import;
   2
   3 # This file is part of Koha.
   4 #
   5 # Koha is free software; you can redistribute it and/or modify it under the
   6 # terms of the GNU General Public License as published by the Free Software
   7 # Foundation; either version 3 of the License, or (at your option) any later
   8 # version.
   9 #
  10 # Koha is distributed in the hope that it will be useful, but WITHOUT ANY
  11 # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
  12 # A PARTICULAR PURPOSE.  See the GNU General Public License for more details.
  13 #
  14 # You should have received a copy of the GNU General Public License along
  15 # with Koha; if not, write to the Free Software Foundation, Inc.,
  16 # 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
  17
  18 use Modern::Perl;
  19 use Moo;
  20 use namespace::clean;
  21
  22 use Carp;
  23 use Text::CSV;
  24
  25 use C4::Members;
  26 use C4::Members::Attributes qw(:all);
  27 use C4::Members::AttributeTypes;
  28
  29 use Koha::Libraries;
  30 use Koha::Patrons;
  31 use Koha::Patron::Categories;
  32 use Koha::Patron::Debarments;
  33 use Koha::DateUtils;
  34
  35 =head1 NAME
  36
  37 Koha::Patrons::Import - Perl Module containing import_patrons method exported from import_borrowers script.
  38
  39 =head1 SYNOPSIS
  40
  41 use Koha::Patrons::Import;
  42
  43 =head1 DESCRIPTION
  44
  45 This module contains one method for importing patrons in bulk.
  46
  47 =head1 FUNCTIONS
  48
  49 =head2 import_patrons
  50
  51  my $return = Koha::Patrons::Import::import_patrons($params);
  52
  53 Applies various checks and imports patrons in bulk from a csv file.
  54
  55 Further pod documentation needed here.
  56
  57 =cut
  58
  59 has 'today_iso' => ( is => 'ro', lazy => 1,
  60     default => sub { output_pref( { dt => dt_from_string(), dateonly => 1, dateformat => 'iso' } ); }, );
  61
  62 has 'text_csv' => ( is => 'rw', lazy => 1,
  63     default => sub { Text::CSV->new( { binary => 1, } ); },  );
  64
  65 sub import_patrons {
  66     my ($self, $params) = @_;
  67
  68     my $handle = $params->{file};
  69     unless( $handle ) { carp('No file handle passed in!'); return; }
  70
  71     my $matchpoint           = $params->{matchpoint};
  72     my $defaults             = $params->{defaults};
  73     my $ext_preserve         = $params->{preserve_extended_attributes};
  74     my $overwrite_cardnumber = $params->{overwrite_cardnumber};
  75     my $extended             = C4::Context->preference('ExtendedPatronAttributes');
  76     my $set_messaging_prefs  = C4::Context->preference('EnhancedMessagingPreferences');
  77
  78     my @columnkeys = $self->set_column_keys($extended);
  79     my @feedback;
  80     my @errors;
  81
  82     my $imported    = 0;
  83     my $alreadyindb = 0;
  84     my $overwritten = 0;
  85     my $invalid     = 0;
  86     my @imported_borrowers;
  87     my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
  88
  89     # Use header line to construct key to column map
  90     my %csvkeycol;
  91     my $borrowerline = <$handle>;
  92     my @csvcolumns   = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
  93     push(@feedback, { feedback => 1, name => 'headerrow', value => join( ', ', @csvcolumns ) });
  94
  95     my @criticals = qw( surname );    # there probably should be others - rm branchcode && categorycode
  96   LINE: while ( my $borrowerline = <$handle> ) {
  97         my $line_number = $.;
  98         my %borrower;
  99         my @missing_criticals;
 100
 101         my $status  = $self->text_csv->parse($borrowerline);
 102         my @columns = $self->text_csv->fields();
 103         if ( !$status ) {
 104             push @missing_criticals, { badparse => 1, line => $line_number, lineraw => $borrowerline };
 105         }
 106         elsif ( @columns == @columnkeys ) {
 107             @borrower{@columnkeys} = @columns;
 108
 109             # MJR: try to fill blanks gracefully by using default values
 110             foreach my $key (@columnkeys) {
 111                 if ( $borrower{$key} !~ /\S/ ) {
 112                     $borrower{$key} = $defaults->{$key};
 113                 }
 114             }
 115         }
 116         else {
 117             # MJR: try to recover gracefully by using default values
 118             foreach my $key (@columnkeys) {
 119                 if ( defined( $csvkeycol{$key} ) and $columns[ $csvkeycol{$key} ] =~ /\S/ ) {
 120                     $borrower{$key} = $columns[ $csvkeycol{$key} ];
 121                 }
 122                 elsif ( $defaults->{$key} ) {
 123                     $borrower{$key} = $defaults->{$key};
 124                 }
 125                 elsif ( scalar grep { $key eq $_ } @criticals ) {
 126
 127                     # a critical field is undefined
 128                     push @missing_criticals, { key => $key, line => $., lineraw => $borrowerline };
 129                 }
 130                 else {
 131                     $borrower{$key} = '';
 132                 }
 133             }
 134         }
 135
 136         # Check if borrower category code exists and if it matches to a known category. Pushing error to missing_criticals otherwise.
 137         $self->check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
 138
 139         # Check if branch code exists and if it matches to a branch name. Pushing error to missing_criticals otherwise.
 140         $self->check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
 141
 142         # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
 143         $self->format_dates({borrower => \%borrower, lineraw => $borrowerline, line => $line_number, missing_criticals => \@missing_criticals, });
 144
 145         if (@missing_criticals) {
 146             foreach (@missing_criticals) {
 147                 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
 148                 $_->{surname}        = $borrower{surname}        || 'UNDEF';
 149             }
 150             $invalid++;
 151             ( 25 > scalar @errors ) and push @errors, { missing_criticals => \@missing_criticals };
 152
 153             # The first 25 errors are enough.  Keeping track of 30,000+ would destroy performance.
 154             next LINE;
 155         }
 156
 157         # Set patron attributes if extended.
 158         my $patron_attributes = $self->set_patron_attributes($extended, $borrower{patron_attributes}, \@feedback);
 159         if( $extended ) { delete $borrower{patron_attributes}; } # Not really a field in borrowers.
 160
 161         # Default date enrolled and date expiry if not already set.
 162         $borrower{dateenrolled} = $self->today_iso() unless $borrower{dateenrolled};
 163         $borrower{dateexpiry} = Koha::Patron::Categories->find( $borrower{categorycode} )->get_expiry_date( $borrower{dateenrolled} ) unless $borrower{dateexpiry};
 164
 165         my $borrowernumber;
 166         my ( $member, $patron );
 167         if ( defined($matchpoint) && ( $matchpoint eq 'cardnumber' ) && ( $borrower{'cardnumber'} ) ) {
 168             $patron = Koha::Patrons->find( { cardnumber => $borrower{'cardnumber'} } );
 169         }
 170         elsif ( defined($matchpoint) && ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
 171             $patron = Koha::Patrons->find( { userid => $borrower{userid} } );
 172         }
 173         elsif ($extended) {
 174             if ( defined($matchpoint_attr_type) ) {
 175                 foreach my $attr (@$patron_attributes) {
 176                     if ( $attr->{code} eq $matchpoint and $attr->{value} ne '' ) {
 177                         my @borrowernumbers = $matchpoint_attr_type->get_patrons( $attr->{value} );
 178                         $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
 179                         last;
 180                     }
 181                 }
 182             }
 183         }
 184
 185         if ($patron) {
 186             $member = $patron->unblessed;
 187             $borrowernumber = $member->{'borrowernumber'};
 188         } else {
 189             $member = {};
 190         }
 191
 192         if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
 193             push @errors,
 194               {
 195                 invalid_cardnumber => 1,
 196                 borrowernumber     => $borrowernumber,
 197                 cardnumber         => $borrower{cardnumber}
 198               };
 199             $invalid++;
 200             next;
 201         }
 202
 203
 204         # Check if the userid provided does not exist yet
 205         if (    defined($matchpoint)
 206             and $matchpoint ne 'userid'
 207             and exists $borrower{userid}
 208             and $borrower{userid}
 209             and not ( $borrowernumber ? $patron->userid( $borrower{userid} )->has_valid_userid : Koha::Patron->new( { userid => $borrower{userid} } )->has_valid_userid )
 210         ) {
 211             push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
 212             $invalid++;
 213             next LINE;
 214         }
 215
 216         if ($borrowernumber) {
 217
 218             # borrower exists
 219             unless ($overwrite_cardnumber) {
 220                 $alreadyindb++;
 221                 push(
 222                     @feedback,
 223                     {
 224                         already_in_db => 1,
 225                         value         => $borrower{'surname'} . ' / ' . $borrowernumber
 226                     }
 227                 );
 228                 next LINE;
 229             }
 230             $borrower{'borrowernumber'} = $borrowernumber;
 231             for my $col ( keys %borrower ) {
 232
 233                 # use values from extant patron unless our csv file includes this column or we provided a default.
 234                 # FIXME : You cannot update a field with a  perl-evaluated false value using the defaults.
 235
 236                 # The password is always encrypted, skip it!
 237                 next if $col eq 'password';
 238
 239                 unless ( exists( $csvkeycol{$col} ) || $defaults->{$col} ) {
 240                     $borrower{$col} = $member->{$col} if ( $member->{$col} );
 241                 }
 242             }
 243
 244             my $patron = Koha::Patrons->find( $borrowernumber );
 245             eval { $patron->set(\%borrower)->store };
 246             if ( $@ ) {
 247                 $invalid++;
 248
 249                 push(
 250                     @errors,
 251                     {
 252                         # TODO We can raise a better error
 253                         name  => 'lastinvalid',
 254                         value => $borrower{'surname'} . ' / ' . $borrowernumber
 255                     }
 256                 );
 257                 next LINE;
 258             }
 259             # Don't add a new restriction if the existing 'combined' restriction matches this one
 260             if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
 261
 262                 # Check to see if this debarment already exists
 263                 my $debarrments = GetDebarments(
 264                     {
 265                         borrowernumber => $borrowernumber,
 266                         expiration     => $borrower{debarred},
 267                         comment        => $borrower{debarredcomment}
 268                     }
 269                 );
 270
 271                 # If it doesn't, then add it!
 272                 unless (@$debarrments) {
 273                     AddDebarment(
 274                         {
 275                             borrowernumber => $borrowernumber,
 276                             expiration     => $borrower{debarred},
 277                             comment        => $borrower{debarredcomment}
 278                         }
 279                     );
 280                 }
 281             }
 282             if ($extended) {
 283                 if ($ext_preserve) {
 284                     my $old_attributes = GetBorrowerAttributes($borrowernumber);
 285                     $patron_attributes = extended_attributes_merge( $old_attributes, $patron_attributes );
 286                 }
 287                 push @errors, { unknown_error => 1 }
 288                   unless SetBorrowerAttributes( $borrower{'borrowernumber'}, $patron_attributes, 'no_branch_limit' );
 289             }
 290             $overwritten++;
 291             push(
 292                 @feedback,
 293                 {
 294                     feedback => 1,
 295                     name     => 'lastoverwritten',
 296                     value    => $borrower{'surname'} . ' / ' . $borrowernumber
 297                 }
 298             );
 299         }
 300         else {
 301             my $patron = eval {
 302                 Koha::Patron->new(\%borrower)->store;
 303             };
 304             unless ( $@ ) {
 305
 306                 if ( $patron->is_debarred ) {
 307                     AddDebarment(
 308                         {
 309                             borrowernumber => $patron->borrowernumber,
 310                             expiration     => $patron->debarred,
 311                             comment        => $patron->debarredcomment,
 312                         }
 313                     );
 314                 }
 315
 316                 if ($extended) {
 317                     SetBorrowerAttributes( $patron->borrowernumber, $patron_attributes );
 318                 }
 319
 320                 if ($set_messaging_prefs) {
 321                     C4::Members::Messaging::SetMessagingPreferencesFromDefaults(
 322                         {
 323                             borrowernumber => $patron->borrowernumber,
 324                             categorycode   => $patron->categorycode,
 325                         }
 326                     );
 327                 }
 328
 329                 $imported++;
 330                 push @imported_borrowers, $patron->borrowernumber; #for patronlist
 331                 push(
 332                     @feedback,
 333                     {
 334                         feedback => 1,
 335                         name     => 'lastimported',
 336                         value    => $patron->surname . ' / ' . $patron->borrowernumber,
 337                     }
 338                 );
 339             }
 340             else {
 341                 $invalid++;
 342                 push @errors, { unknown_error => 1 };
 343                 push(
 344                     @errors,
 345                     {
 346                         name  => 'lastinvalid',
 347                         value => $borrower{'surname'} . ' / Create patron',
 348                     }
 349                 );
 350             }
 351         }
 352     }
 353
 354     return {
 355         feedback      => \@feedback,
 356         errors        => \@errors,
 357         imported      => $imported,
 358         overwritten   => $overwritten,
 359         already_in_db => $alreadyindb,
 360         invalid       => $invalid,
 361         imported_borrowers => \@imported_borrowers,
 362     };
 363 }
 364
 365 =head2 prepare_columns
 366
 367  my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
 368
 369 Returns an array of all column key and populates a hash of colunm key positions.
 370
 371 =cut
 372
 373 sub prepare_columns {
 374     my ($self, $params) = @_;
 375
 376     my $status = $self->text_csv->parse($params->{headerrow});
 377     unless( $status ) {
 378         push( @{$params->{errors}}, { badheader => 1, line => 1, lineraw => $params->{headerrow} });
 379         return;
 380     }
 381
 382     my @csvcolumns = $self->text_csv->fields();
 383     my $col = 0;
 384     foreach my $keycol (@csvcolumns) {
 385         # columnkeys don't contain whitespace, but some stupid tools add it
 386         $keycol =~ s/ +//g;
 387         $params->{keycol}->{$keycol} = $col++;
 388     }
 389
 390     return @csvcolumns;
 391 }
 392
 393 =head2 set_attribute_types
 394
 395  my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
 396
 397 Returns an attribute type based on matchpoint parameter.
 398
 399 =cut
 400
 401 sub set_attribute_types {
 402     my ($self, $params) = @_;
 403
 404     my $attribute_types;
 405     if( $params->{extended} ) {
 406         $attribute_types = C4::Members::AttributeTypes->fetch($params->{matchpoint});
 407     }
 408
 409     return $attribute_types;
 410 }
 411
 412 =head2 set_column_keys
 413
 414  my @columnkeys = set_column_keys($extended);
 415
 416 Returns an array of borrowers' table columns.
 417
 418 =cut
 419
 420 sub set_column_keys {
 421     my ($self, $extended) = @_;
 422
 423     my @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } Koha::Patrons->columns();
 424     push( @columnkeys, 'patron_attributes' ) if $extended;
 425
 426     return @columnkeys;
 427 }
 428
 429 =head2 set_patron_attributes
 430
 431  my $patron_attributes = set_patron_attributes($extended, $borrower{patron_attributes}, $feedback);
 432
 433 Returns a reference to array of hashrefs data structure as expected by SetBorrowerAttributes.
 434
 435 =cut
 436
 437 sub set_patron_attributes {
 438     my ($self, $extended, $patron_attributes, $feedback) = @_;
 439
 440     unless( $extended ) { return; }
 441     unless( defined($patron_attributes) ) { return; }
 442
 443     # Fixup double quotes in case we are passed smart quotes
 444     $patron_attributes =~ s/\xe2\x80\x9c/"/g;
 445     $patron_attributes =~ s/\xe2\x80\x9d/"/g;
 446
 447     push (@$feedback, { feedback => 1, name => 'attribute string', value => $patron_attributes });
 448
 449     my $result = extended_attributes_code_value_arrayref($patron_attributes);
 450
 451     return $result;
 452 }
 453
 454 =head2 check_branch_code
 455
 456  check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
 457
 458 Pushes a 'missing_criticals' error entry if no branch code or branch code does not map to a branch name.
 459
 460 =cut
 461
 462 sub check_branch_code {
 463     my ($self, $branchcode, $borrowerline, $line_number, $missing_criticals) = @_;
 464
 465     # No branch code
 466     unless( $branchcode ) {
 467         push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => $borrowerline, });
 468         return;
 469     }
 470
 471     # look for branch code
 472     my $library = Koha::Libraries->find( $branchcode );
 473     unless( $library ) {
 474         push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => $borrowerline,
 475                                      value => $branchcode, branch_map => 1, });
 476     }
 477 }
 478
 479 =head2 check_borrower_category
 480
 481  check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
 482
 483 Pushes a 'missing_criticals' error entry if no category code or category code does not map to a known category.
 484
 485 =cut
 486
 487 sub check_borrower_category {
 488     my ($self, $categorycode, $borrowerline, $line_number, $missing_criticals) = @_;
 489
 490     # No branch code
 491     unless( $categorycode ) {
 492         push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => $borrowerline, });
 493         return;
 494     }
 495
 496     # Looking for borrower category
 497     my $category = Koha::Patron::Categories->find($categorycode);
 498     unless( $category ) {
 499         push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => $borrowerline,
 500                                      value => $categorycode, category_map => 1, });
 501     }
 502 }
 503
 504 =head2 format_dates
 505
 506  format_dates({borrower => \%borrower, lineraw => $lineraw, line => $line_number, missing_criticals => \@missing_criticals, });
 507
 508 Pushes a 'missing_criticals' error entry for each of the 3 date types dateofbirth, dateenrolled and dateexpiry if it can not
 509 be formatted to the chosen date format. Populates the correctly formatted date otherwise.
 510
 511 =cut
 512
 513 sub format_dates {
 514     my ($self, $params) = @_;
 515
 516     foreach my $date_type (qw(dateofbirth dateenrolled dateexpiry date_renewed)) {
 517         my $tempdate = $params->{borrower}->{$date_type} or next();
 518         my $formatted_date = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
 519
 520         if ($formatted_date) {
 521             $params->{borrower}->{$date_type} = $formatted_date;
 522         } else {
 523             $params->{borrower}->{$date_type} = '';
 524             push (@{$params->{missing_criticals}}, { key => $date_type, line => $params->{line}, lineraw => $params->{lineraw}, bad_date => 1 });
 525         }
 526     }
 527 }
 528
 529 1;
 530
 531 =head1 AUTHOR
 532
 533 Koha Team
 534
 535 =cut