4 # Copyright 2000-2002 Katipo Communications
5 # copyright 2010 BibLibre
7 # This file is part of Koha.
9 # Koha is free software; you can redistribute it and/or modify it
10 # under the terms of the GNU General Public License as published by
11 # the Free Software Foundation; either version 3 of the License, or
12 # (at your option) any later version.
14 # Koha is distributed in the hope that it will be useful, but
15 # WITHOUT ANY WARRANTY; without even the implied warranty of
16 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
17 # GNU General Public License for more details.
19 # You should have received a copy of the GNU General Public License
20 # along with Koha; if not, see <http://www.gnu.org/licenses>.
23 use Date
::Calc qw
/Today Date_to_Days/;
24 use Date
::Manip qw
/UnixDate/;
25 use List
::MoreUtils
qw( uniq );
26 use POSIX
qw( floor ceil );
27 use Locale
::Currency
::Format
1.28;
33 use C4
::Log
; # logaction
36 use Koha
::Account
::Lines
;
37 use Koha
::Account
::Offsets
;
40 use vars
qw(@ISA @EXPORT);
46 # subs to rename (and maybe merge some...)
55 &GetOverdueMessageTransportTypes
56 &parse_overdues_letter
59 # subs to move to Circulation.pm
67 C4::Circulation::Fines - Koha module dealing with fines
75 This module contains several functions for dealing with fines for
76 overdue items. It is primarily used by the 'misc/fines2.pl' script.
82 $overdues = Getoverdues( { minimumdays => 1, maximumdays => 30 } );
84 Returns the list of all overdue books, with their itemtype.
86 C<$overdues> is a reference-to-array. Each element is a
87 reference-to-hash whose keys are the fields of the issues table in the
95 my $dbh = C4
::Context
->dbh;
97 if ( C4
::Context
->preference('item-level_itypes') ) {
99 SELECT issues.*, items.itype as itemtype, items.homebranch, items.barcode, items.itemlost, items.replacementprice
101 LEFT JOIN items USING (itemnumber)
102 WHERE date_due < NOW()
106 SELECT issues.*, biblioitems.itemtype, items.itype, items.homebranch, items.barcode, items.itemlost, replacementprice
108 LEFT JOIN items USING (itemnumber)
109 LEFT JOIN biblioitems USING (biblioitemnumber)
110 WHERE date_due < NOW()
115 if ( exists $params->{'minimumdays'} and exists $params->{'maximumdays'} ) {
116 $statement .= ' AND TO_DAYS( NOW() )-TO_DAYS( date_due ) BETWEEN ? and ? ';
117 push @bind_parameters, $params->{'minimumdays'}, $params->{'maximumdays'};
118 } elsif ( exists $params->{'minimumdays'} ) {
119 $statement .= ' AND ( TO_DAYS( NOW() )-TO_DAYS( date_due ) ) > ? ';
120 push @bind_parameters, $params->{'minimumdays'};
121 } elsif ( exists $params->{'maximumdays'} ) {
122 $statement .= ' AND ( TO_DAYS( NOW() )-TO_DAYS( date_due ) ) < ? ';
123 push @bind_parameters, $params->{'maximumdays'};
125 $statement .= 'ORDER BY borrowernumber';
126 my $sth = $dbh->prepare( $statement );
127 $sth->execute( @bind_parameters );
128 return $sth->fetchall_arrayref({});
134 ($count, $overdueitems) = checkoverdues($borrowernumber);
136 Returns a count and a list of overdueitems for a given borrowernumber
141 my $borrowernumber = shift or return;
142 my $sth = C4
::Context
->dbh->prepare(
143 "SELECT biblio.*, items.*, issues.*,
146 biblioitems.itemtype,
149 biblioitems.publicationyear,
150 biblioitems.publishercode,
151 biblioitems.volumedate,
152 biblioitems.volumedesc,
153 biblioitems.collectiontitle,
154 biblioitems.collectionissn,
155 biblioitems.collectionvolume,
156 biblioitems.editionstatement,
157 biblioitems.editionresponsibility,
165 biblioitems.cn_source,
166 biblioitems.cn_class,
168 biblioitems.cn_suffix,
170 biblioitems.totalissues
172 LEFT JOIN items ON issues.itemnumber = items.itemnumber
173 LEFT JOIN biblio ON items.biblionumber = biblio.biblionumber
174 LEFT JOIN biblioitems ON items.biblioitemnumber = biblioitems.biblioitemnumber
175 WHERE issues.borrowernumber = ?
176 AND issues.date_due < NOW()"
178 $sth->execute($borrowernumber);
179 my $results = $sth->fetchall_arrayref({});
180 return ( scalar(@
$results), $results); # returning the count and the results is silly
185 ($amount, $units_minus_grace, $chargeable_units) = &CalcFine($item,
186 $categorycode, $branch,
187 $start_dt, $end_dt );
189 Calculates the fine for a book.
191 The issuingrules table in the Koha database is a fine matrix, listing
192 the penalties for each type of patron for each type of item and each branch (e.g., the
193 standard fine for books might be $0.50, but $1.50 for DVDs, or staff
194 members might get a longer grace period between the first and second
195 reminders that a book is overdue).
198 C<$item> is an item object (hashref).
200 C<$categorycode> is the category code (string) of the patron who currently has
203 C<$branchcode> is the library (string) whose issuingrules govern this transaction.
205 C<$start_date> & C<$end_date> are DateTime objects
206 defining the date range over which to determine the fine.
208 Fines scripts should just supply the date range over which to calculate the fine.
210 C<&CalcFine> returns three values:
212 C<$amount> is the fine owed by the patron (see above).
214 C<$units_minus_grace> is the number of chargeable units minus the grace period
216 C<$chargeable_units> is the number of chargeable units (days between start and end dates, Calendar adjusted where needed,
217 minus any applicable grace period, or hours)
219 FIXME: previously attempted to return C<$message> as a text message, either "First Notice", "Second Notice",
220 or "Final Notice". But CalcFine never defined any value.
225 my ( $item, $bortype, $branchcode, $due_dt, $end_date ) = @_;
227 # Skip calculations if item is not overdue
228 return ( 0, 0, 0 ) unless (DateTime
->compare( $due_dt, $end_date ) == -1);
230 my $start_date = $due_dt->clone();
231 # get issuingrules (fines part will be used)
232 my $itemtype = $item->{itemtype
} || $item->{itype
};
233 my $issuing_rule = Koha
::CirculationRules
->get_effective_rules(
235 categorycode
=> $bortype,
236 itemtype
=> $itemtype,
237 branchcode
=> $branchcode,
242 'chargeperiod_charge_at',
245 'cap_fine_to_replacement_price',
250 $itemtype = Koha
::ItemTypes
->find($itemtype);
252 return unless $issuing_rule; # If not rule exist, there is no fine
254 my $fine_unit = $issuing_rule->{lengthunit
} || 'days';
256 my $chargeable_units = get_chargeable_units
($fine_unit, $start_date, $end_date, $branchcode);
257 my $units_minus_grace = $chargeable_units - ($issuing_rule->{firstremind
} || 0);
259 if ( $issuing_rule->{chargeperiod
} && ( $units_minus_grace > 0 ) ) {
260 my $units = C4
::Context
->preference('FinesIncludeGracePeriod') ?
$chargeable_units : $units_minus_grace;
261 my $charge_periods = $units / $issuing_rule->{chargeperiod
};
262 # If chargeperiod_charge_at = 1, we charge a fine at the start of each charge period
263 # if chargeperiod_charge_at = 0, we charge at the end of each charge period
264 $charge_periods = defined $issuing_rule->{chargeperiod_charge_at
} && $issuing_rule->{chargeperiod_charge_at
} == 1 ? ceil
($charge_periods) : floor
($charge_periods);
265 $amount = $charge_periods * $issuing_rule->{fine
};
266 } # else { # a zero (or null) chargeperiod or negative units_minus_grace value means no charge. }
268 $amount = $issuing_rule->{overduefinescap
} if $issuing_rule->{overduefinescap
} && $amount > $issuing_rule->{overduefinescap
};
270 # This must be moved to Koha::Item (see also similar code in C4::Accounts::chargelostitem
271 $item->{replacementprice
} ||= $itemtype->defaultreplacecost
273 && ( ! defined $item->{replacementprice
} || $item->{replacementprice
} == 0 )
274 && C4
::Context
->preference("useDefaultReplacementCost");
276 $amount = $item->{replacementprice
} if ( $issuing_rule->{cap_fine_to_replacement_price
} && $item->{replacementprice
} && $amount > $item->{replacementprice
} );
278 $debug and warn sprintf("CalcFine returning (%s, %s, %s)", $amount, $units_minus_grace, $chargeable_units);
279 return ($amount, $units_minus_grace, $chargeable_units);
283 =head2 get_chargeable_units
285 get_chargeable_units($unit, $start_date_ $end_date, $branchcode);
287 return integer value of units between C<$start_date> and C<$end_date>, factoring in holidays for C<$branchcode>.
289 C<$unit> is 'days' or 'hours' (default is 'days').
291 C<$start_date> and C<$end_date> are the two DateTimes to get the number of units between.
293 C<$branchcode> is the branch whose calendar to use for finding holidays.
297 sub get_chargeable_units
{
298 my ($unit, $date_due, $date_returned, $branchcode) = @_;
300 # If the due date is later than the return date
301 return 0 unless ( $date_returned > $date_due );
303 my $charge_units = 0;
305 if ($unit eq 'hours') {
306 if(C4
::Context
->preference('finesCalendar') eq 'noFinesWhenClosed') {
307 my $calendar = Koha
::Calendar
->new( branchcode
=> $branchcode );
308 $charge_duration = $calendar->hours_between( $date_due, $date_returned );
310 $charge_duration = $date_returned->delta_ms( $date_due );
312 if($charge_duration->in_units('hours') == 0 && $charge_duration->in_units('seconds') > 0){
315 return $charge_duration->in_units('hours');
318 if(C4
::Context
->preference('finesCalendar') eq 'noFinesWhenClosed') {
319 my $calendar = Koha
::Calendar
->new( branchcode
=> $branchcode );
320 $charge_duration = $calendar->days_between( $date_due, $date_returned );
322 $charge_duration = $date_returned->delta_days( $date_due );
324 return $charge_duration->in_units('days');
329 =head2 GetSpecialHolidays
331 &GetSpecialHolidays($date_dues,$itemnumber);
333 return number of special days between date of the day and date due
335 C<$date_dues> is the envisaged date of book return.
337 C<$itemnumber> is the book's item number.
341 sub GetSpecialHolidays
{
342 my ( $date_dues, $itemnumber ) = @_;
344 # calcul the today date
345 my $today = join "-", &Today
();
347 # return the holdingbranch
348 my $iteminfo = GetIssuesIteminfo
($itemnumber);
350 # use sql request to find all date between date_due and today
351 my $dbh = C4
::Context
->dbh;
353 qq|SELECT DATE_FORMAT
(concat
(year
,'-',month
,'-',day
),'%Y-%m-%d') as date
354 FROM
`special_holidays`
355 WHERE DATE_FORMAT
(concat
(year
,'-',month
,'-',day
),'%Y-%m-%d') >= ?
356 AND DATE_FORMAT
(concat
(year
,'-',month
,'-',day
),'%Y-%m-%d') <= ?
359 my @result = GetWdayFromItemnumber
($itemnumber);
363 my $sth = $dbh->prepare($query);
364 $sth->execute( $date_dues, $today, $iteminfo->{'branchcode'} )
365 ; # FIXME: just use NOW() in SQL instead of passing in $today
367 while ( my $special_date = $sth->fetchrow_hashref ) {
368 push( @result_date, $special_date );
371 my $specialdaycount = scalar(@result_date);
373 for ( my $i = 0 ; $i < scalar(@result_date) ; $i++ ) {
374 $dateinsec = UnixDate
( $result_date[$i]->{'date'}, "%o" );
375 ( undef, undef, undef, undef, undef, undef, $wday, undef, undef ) =
376 localtime($dateinsec);
377 for ( my $j = 0 ; $j < scalar(@result) ; $j++ ) {
378 if ( $wday == ( $result[$j]->{'weekday'} ) ) {
384 return $specialdaycount;
387 =head2 GetRepeatableHolidays
389 &GetRepeatableHolidays($date_dues, $itemnumber, $difference,);
391 return number of day closed between date of the day and date due
393 C<$date_dues> is the envisaged date of book return.
395 C<$itemnumber> is item number.
397 C<$difference> numbers of between day date of the day and date due
401 sub GetRepeatableHolidays
{
402 my ( $date_dues, $itemnumber, $difference ) = @_;
403 my $dateinsec = UnixDate
( $date_dues, "%o" );
404 my ( $sec, $min, $hour, $mday, $mon, $year, $wday, $yday, $isdst ) =
405 localtime($dateinsec);
406 my @result = GetWdayFromItemnumber
($itemnumber);
410 for ( my $i = 0 ; $i < scalar(@result) ; $i++ ) {
413 for ( $j = 0 ; $j < $difference ; $j++ ) {
414 if ( $result[$i]->{'weekday'} == $k ) {
415 push( @dayclosedcount, $k );
418 ( $k = 0 ) if ( $k eq 7 );
421 return scalar(@dayclosedcount);
425 =head2 GetWayFromItemnumber
427 &Getwdayfromitemnumber($itemnumber);
429 return the different week day from repeatable_holidays table
431 C<$itemnumber> is item number.
435 sub GetWdayFromItemnumber
{
436 my ($itemnumber) = @_;
437 my $iteminfo = GetIssuesIteminfo
($itemnumber);
439 my $query = qq|SELECT weekday
440 FROM repeatable_holidays
443 my $sth = C4
::Context
->dbh->prepare($query);
445 $sth->execute( $iteminfo->{'branchcode'} );
446 while ( my $weekday = $sth->fetchrow_hashref ) {
447 push( @result, $weekday );
453 =head2 GetIssuesIteminfo
455 &GetIssuesIteminfo($itemnumber);
457 return all data from issues about item
459 C<$itemnumber> is item number.
463 sub GetIssuesIteminfo
{
464 my ($itemnumber) = @_;
465 my $dbh = C4
::Context
->dbh;
466 my $query = qq|SELECT
*
470 my $sth = $dbh->prepare($query);
471 $sth->execute($itemnumber);
472 my ($issuesinfo) = $sth->fetchrow_hashref;
481 issue_id => $issue_id,
482 itemnumber => $itemnumber,
483 borrowernumber => $borrowernumber,
489 (Note: the following is mostly conjecture and guesswork.)
491 Updates the fine owed on an overdue book.
493 C<$itemnumber> is the book's item number.
495 C<$borrowernumber> is the borrower number of the patron who currently
496 has the book on loan.
498 C<$amount> is the current amount owed by the patron.
500 C<$due> is the due date formatted to the currently specified date format
502 C<&UpdateFine> looks up the amount currently owed on the given item
503 and sets it to C<$amount>, creating, if necessary, a new entry in the
504 accountlines table of the Koha database.
509 # Question: Why should the caller have to
510 # specify both the item number and the borrower number? A book can't
511 # be on loan to two different people, so the item number should be
514 # Possible Answer: You might update a fine for a damaged item, *after* it is returned.
519 my $issue_id = $params->{issue_id
};
520 my $itemnum = $params->{itemnumber
};
521 my $borrowernumber = $params->{borrowernumber
};
522 my $amount = $params->{amount
};
523 my $due = $params->{due
} // q{};
525 $debug and warn "UpdateFine({ itemnumber => $itemnum, borrowernumber => $borrowernumber, due => $due, issue_id => $issue_id})";
527 unless ( $issue_id ) {
528 carp
("No issue_id passed in!");
532 my $dbh = C4
::Context
->dbh;
533 my $overdues = Koha
::Account
::Lines
->search(
535 borrowernumber
=> $borrowernumber,
536 debit_type_code
=> 'OVERDUE'
541 my $total_amount_other = 0.00;
542 my $due_qr = qr/$due/;
543 # Cycle through the fines and
544 # - find line that relates to the requested $itemnum
545 # - accumulate fines for other items
546 # so we can update $itemnum fine taking in account fine caps
547 while (my $overdue = $overdues->next) {
548 if ( $overdue->issue_id == $issue_id && $overdue->status eq 'UNRETURNED' ) {
550 $debug and warn "Not a unique accountlines record for issue_id $issue_id";
551 #FIXME Should we still count this one in total_amount ??
554 $accountline = $overdue;
557 $total_amount_other += $overdue->amountoutstanding;
560 if ( my $maxfine = C4
::Context
->preference('MaxFine') ) {
561 my $maxIncrease = $maxfine - $total_amount_other;
562 return if Koha
::Number
::Price
->new($maxIncrease)->round <= 0.00;
564 if ( ( $amount - $accountline->amount ) > $maxIncrease ) {
565 my $new_amount = $accountline->amount + $maxIncrease;
566 $debug and warn "Reducing fine for item $itemnum borrower $borrowernumber from $amount to $new_amount - MaxFine reached";
567 $amount = $new_amount;
570 elsif ( $amount > $maxIncrease ) {
571 $debug and warn "Reducing fine for item $itemnum borrower $borrowernumber from $amount to $maxIncrease - MaxFine reached";
572 $amount = $maxIncrease;
576 if ( $accountline ) {
577 if ( $accountline->amount != $amount ) {
578 $accountline->adjust(
581 type
=> 'overdue_update',
582 interface
=> C4
::Context
->interface
587 if ( $amount ) { # Don't add new fines with an amount of 0
588 my $sth4 = $dbh->prepare(
589 "SELECT title FROM biblio LEFT JOIN items ON biblio.biblionumber=items.biblionumber WHERE items.itemnumber=?"
591 $sth4->execute($itemnum);
592 my $title = $sth4->fetchrow;
593 my $desc = "$title $due";
595 my $account = Koha
::Account
->new({ patron_id
=> $borrowernumber });
596 $accountline = $account->add_debit(
599 description
=> $desc,
602 interface
=> C4
::Context
->interface,
603 library_id
=> undef, #FIXME: Should we grab the checkout or circ-control branch here perhaps?
606 issue_id
=> $issue_id,
615 $data->{'sum(amountoutstanding)'} = &GetFine($itemnum,$borrowernumber);
617 return the total of fine
619 C<$itemnum> is item number
621 C<$borrowernumber> is the borrowernumber
626 my ( $itemnum, $borrowernumber ) = @_;
627 my $dbh = C4
::Context
->dbh();
628 my $query = q
|SELECT sum
(amountoutstanding
) as fineamount FROM accountlines
629 WHERE debit_type_code
= 'OVERDUE'
630 AND amountoutstanding
> 0 AND borrowernumber
=?
|;
632 push @query_param, $borrowernumber;
633 if (defined $itemnum )
635 $query .= " AND itemnumber=?";
636 push @query_param, $itemnum;
638 my $sth = $dbh->prepare($query);
639 $sth->execute( @query_param );
640 my $fine = $sth->fetchrow_hashref();
641 if ($fine->{fineamount
}) {
642 return $fine->{fineamount
};
647 =head2 GetBranchcodesWithOverdueRules
649 my @branchcodes = C4::Overdues::GetBranchcodesWithOverdueRules()
651 returns a list of branch codes for branches with overdue rules defined.
655 sub GetBranchcodesWithOverdueRules
{
656 my $dbh = C4
::Context
->dbh;
657 my $branchcodes = $dbh->selectcol_arrayref(q
|
658 SELECT DISTINCT
(branchcode
)
660 WHERE delay1 IS NOT NULL
663 if ( $branchcodes->[0] eq '' ) {
664 # If a default rule exists, all branches should be returned
665 return map { $_->branchcode } Koha
::Libraries
->search({}, { order_by
=> 'branchname' });
667 return @
$branchcodes;
670 =head2 GetOverduesForBranch
672 Sql request for display all information for branchoverdues.pl
673 2 possibilities : with or without location .
674 display is filtered by branch
676 FIXME: This function should be renamed.
680 sub GetOverduesForBranch
{
681 my ( $branch, $location) = @_;
682 my $itype_link = (C4
::Context
->preference('item-level_itypes')) ?
" items.itype " : " biblioitems.itemtype ";
683 my $dbh = C4
::Context
->dbh;
686 borrowers.cardnumber,
687 borrowers.borrowernumber,
705 items.itemcallnumber,
708 itemtypes.description,
709 accountlines.amountoutstanding
711 LEFT JOIN issues ON issues.itemnumber = accountlines.itemnumber
712 AND issues.borrowernumber = accountlines.borrowernumber
713 LEFT JOIN borrowers ON borrowers.borrowernumber = accountlines.borrowernumber
714 LEFT JOIN items ON items.itemnumber = issues.itemnumber
715 LEFT JOIN biblio ON biblio.biblionumber = items.biblionumber
716 LEFT JOIN biblioitems ON biblioitems.biblioitemnumber = items.biblioitemnumber
717 LEFT JOIN itemtypes ON itemtypes.itemtype = $itype_link
718 LEFT JOIN branches ON branches.branchcode = issues.branchcode
719 WHERE (accountlines.amountoutstanding != '0.000000')
720 AND (accountlines.debit_type_code = 'OVERDUE' )
721 AND (accountlines.status = 'UNRETURNED' )
722 AND (issues.branchcode = ? )
723 AND (issues.date_due < NOW())
726 my $q = "$select AND items.location = ? ORDER BY borrowers.surname, borrowers.firstname";
727 return @
{ $dbh->selectall_arrayref($q, { Slice
=> {} }, $branch, $location ) };
729 my $q = "$select ORDER BY borrowers.surname, borrowers.firstname";
730 return @
{ $dbh->selectall_arrayref($q, { Slice
=> {} }, $branch ) };
734 =head2 GetOverdueMessageTransportTypes
736 my $message_transport_types = GetOverdueMessageTransportTypes( $branchcode, $categorycode, $letternumber);
738 return a arrayref with all message_transport_type for given branchcode, categorycode and letternumber(1,2 or 3)
742 sub GetOverdueMessageTransportTypes
{
743 my ( $branchcode, $categorycode, $letternumber ) = @_;
744 return unless $categorycode and $letternumber;
745 my $dbh = C4
::Context
->dbh;
746 my $sth = $dbh->prepare("
747 SELECT message_transport_type
748 FROM overduerules odr LEFT JOIN overduerules_transport_types ott USING (overduerules_id)
753 $sth->execute( $branchcode, $categorycode, $letternumber );
755 while ( my $mtt = $sth->fetchrow ) {
759 # Put 'print' in first if exists
760 # It avoid to sent a print notice with an email or sms template is no email or sms is defined
761 @mtts = uniq
( 'print', @mtts )
762 if grep { $_ eq 'print' } @mtts;
767 =head2 parse_overdues_letter
769 parses the letter template, replacing the placeholders with data
770 specific to this patron, biblio, or item for overdues
773 letter - required hashref
774 borrowernumber - required integer
775 substitute - optional hashref of other key/value pairs that should
776 be substituted in the letter content
778 returns the C<letter> hashref, with the content updated to reflect the
779 substituted keys and values.
783 sub parse_overdues_letter
{
785 foreach my $required (qw( letter_code borrowernumber )) {
786 return unless ( exists $params->{$required} && $params->{$required} );
789 my $patron = Koha
::Patrons
->find( $params->{borrowernumber
} );
791 my $substitute = $params->{'substitute'} || {};
793 my %tables = ( 'borrowers' => $params->{'borrowernumber'} );
794 if ( my $p = $params->{'branchcode'} ) {
795 $tables{'branches'} = $p;
798 my $active_currency = Koha
::Acquisition
::Currencies
->get_active;
801 $currency_format = $active_currency->currency if defined($active_currency);
804 if ( my $i = $params->{'items'} ) {
805 foreach my $item (@
$i) {
806 my $fine = GetFine
($item->{'itemnumber'}, $params->{'borrowernumber'});
807 $item->{'fine'} = currency_format
($currency_format, "$fine", FMT_SYMBOL
);
808 # if active currency isn't correct ISO code fallback to sprintf
809 $item->{'fine'} = sprintf('%.2f', $fine) unless $item->{'fine'};
812 'biblio' => $item->{'biblionumber'},
813 'biblioitems' => $item->{'biblionumber'},
815 'issues' => $item->{'itemnumber'},
820 return C4
::Letters
::GetPreparedLetter
(
821 module
=> 'circulation',
822 letter_code
=> $params->{'letter_code'},
823 branchcode
=> $params->{'branchcode'},
824 lang
=> $patron->lang,
827 overdues
=> [ map { $_->{items
}->{itemnumber
} } @item_tables ],
829 substitute
=> $substitute,
830 repeat
=> { item
=> \
@item_tables },
831 message_transport_type
=> $params->{message_transport_type
},
840 Koha Development Team <http://koha-community.org/>