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::Branch qw/GetBranchesLoop GetBranchName/;
  44 use C4::Members;
  45 use C4::Members::Attributes qw(:all);
  46 use C4::Members::AttributeTypes;
  47 use C4::Members::Messaging;
  48 use C4::Reports::Guided;
  49 use C4::Templates;
  50 use Koha::Patron::Debarments;
  51 use Koha::Patrons;
  52 use Koha::DateUtils;
  53
  54 use Text::CSV;
  55 # Text::CSV::Unicode, even in binary mode, fails to parse lines with these diacriticals:
  56 # ė
  57 # č
  58
  59 use CGI qw ( -utf8 );
  60 # use encoding 'utf8';    # don't do this
  61
  62 my (@errors, @feedback);
  63 my $extended = C4::Context->preference('ExtendedPatronAttributes');
  64 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
  65 my @columnkeys = Koha::Patrons->columns();
  66 @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } @columnkeys;
  67 if ($extended) {
  68     push @columnkeys, 'patron_attributes';
  69 }
  70
  71 my $input = CGI->new();
  72 our $csv  = Text::CSV->new({binary => 1});  # binary needed for non-ASCII Unicode
  73 #push @feedback, {feedback=>1, name=>'backend', value=>$csv->backend, backend=>$csv->backend}; #XXX
  74
  75 my ( $template, $loggedinuser, $cookie ) = get_template_and_user({
  76         template_name   => "tools/import_borrowers.tt",
  77         query           => $input,
  78         type            => "intranet",
  79         authnotrequired => 0,
  80         flagsrequired   => { tools => 'import_patrons' },
  81         debug           => 1,
  82 });
  83
  84 # get the branches and pass them to the template
  85 my $branches = GetBranchesLoop();
  86 $template->param( branches => $branches ) if ( $branches );
  87 # get the patron categories and pass them to the template
  88 my $categories = GetBorrowercategoryList();
  89 $template->param( categories => $categories ) if ( $categories );
  90 my $columns = C4::Templates::GetColumnDefs( $input )->{borrowers};
  91 $columns = [ grep { $_->{field} ne 'borrowernumber' ? $_ : () } @$columns ];
  92 $template->param( borrower_fields => $columns );
  93
  94 if ($input->param('sample')) {
  95     print $input->header(
  96         -type       => 'application/vnd.sun.xml.calc', # 'application/vnd.ms-excel' ?
  97         -attachment => 'patron_import.csv',
  98     );
  99     $csv->combine(@columnkeys);
 100     print $csv->string, "\n";
 101     exit 0;
 102 }
 103 my $uploadborrowers = $input->param('uploadborrowers');
 104 my $matchpoint      = $input->param('matchpoint');
 105 if ($matchpoint) {
 106     $matchpoint =~ s/^patron_attribute_//;
 107 }
 108 my $overwrite_cardnumber = $input->param('overwrite_cardnumber');
 109
 110 $template->param( SCRIPT_NAME => '/cgi-bin/koha/tools/import_borrowers.pl' );
 111
 112 if ( $uploadborrowers && length($uploadborrowers) > 0 ) {
 113     push @feedback, {feedback=>1, name=>'filename', value=>$uploadborrowers, filename=>$uploadborrowers};
 114     my $handle = $input->upload('uploadborrowers');
 115     my $uploadinfo = $input->uploadInfo($uploadborrowers);
 116     foreach (keys %$uploadinfo) {
 117         push @feedback, {feedback=>1, name=>$_, value=>$uploadinfo->{$_}, $_=>$uploadinfo->{$_}};
 118     }
 119     my $imported    = 0;
 120     my $alreadyindb = 0;
 121     my $overwritten = 0;
 122     my $invalid     = 0;
 123     my $matchpoint_attr_type;
 124     my %defaults = $input->Vars;
 125
 126     # use header line to construct key to column map
 127     my $borrowerline = <$handle>;
 128     my $status = $csv->parse($borrowerline);
 129     ($status) or push @errors, {badheader=>1,line=>$., lineraw=>$borrowerline};
 130     my @csvcolumns = $csv->fields();
 131     my %csvkeycol;
 132     my $col = 0;
 133     foreach my $keycol (@csvcolumns) {
 134         # columnkeys don't contain whitespace, but some stupid tools add it
 135         $keycol =~ s/ +//g;
 136         $csvkeycol{$keycol} = $col++;
 137     }
 138     #warn($borrowerline);
 139     my $ext_preserve = $input->param('ext_preserve') || 0;
 140     if ($extended) {
 141         $matchpoint_attr_type = C4::Members::AttributeTypes->fetch($matchpoint);
 142     }
 143
 144     push @feedback, {feedback=>1, name=>'headerrow', value=>join(', ', @csvcolumns)};
 145     my $today_iso = output_pref( { dt => dt_from_string, dateonly => 1, dateformat => 'iso' });
 146     my @criticals = qw(surname branchcode categorycode);    # there probably should be others
 147     my @bad_dates;  # I've had a few.
 148     LINE: while ( my $borrowerline = <$handle> ) {
 149         my %borrower;
 150         my @missing_criticals;
 151         my $patron_attributes;
 152         my $status  = $csv->parse($borrowerline);
 153         my @columns = $csv->fields();
 154         if (! $status) {
 155             push @missing_criticals, {badparse=>1, line=>$., lineraw=>$borrowerline};
 156         } elsif (@columns == @columnkeys) {
 157             @borrower{@columnkeys} = @columns;
 158             # MJR: try to fill blanks gracefully by using default values
 159             foreach my $key (@columnkeys) {
 160                 if ($borrower{$key} !~ /\S/) {
 161                     $borrower{$key} = $defaults{$key};
 162                 }
 163             }
 164         } else {
 165             # MJR: try to recover gracefully by using default values
 166             foreach my $key (@columnkeys) {
 167                 if (defined($csvkeycol{$key}) and $columns[$csvkeycol{$key}] =~ /\S/) {
 168                     $borrower{$key} = $columns[$csvkeycol{$key}];
 169                 } elsif ( $defaults{$key} ) {
 170                     $borrower{$key} = $defaults{$key};
 171                 } elsif ( scalar grep {$key eq $_} @criticals ) {
 172                     # a critical field is undefined
 173                     push @missing_criticals, {key=>$key, line=>$., lineraw=>$borrowerline};
 174                 } else {
 175                         $borrower{$key} = '';
 176                 }
 177             }
 178         }
 179         #warn join(':',%borrower);
 180         if ($borrower{categorycode}) {
 181             push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline, value=>$borrower{categorycode}, category_map=>1}
 182                 unless GetBorrowercategory($borrower{categorycode});
 183         } else {
 184             push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline};
 185         }
 186         if ($borrower{branchcode}) {
 187             push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline, value=>$borrower{branchcode}, branch_map=>1}
 188                 unless GetBranchName($borrower{branchcode});
 189         } else {
 190             push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline};
 191         }
 192         if (@missing_criticals) {
 193             foreach (@missing_criticals) {
 194                 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
 195                 $_->{surname}        = $borrower{surname} || 'UNDEF';
 196             }
 197             $invalid++;
 198             (25 > scalar @errors) and push @errors, {missing_criticals=>\@missing_criticals};
 199             # The first 25 errors are enough.  Keeping track of 30,000+ would destroy performance.
 200             next LINE;
 201         }
 202         if ($extended) {
 203             my $attr_str = $borrower{patron_attributes};
 204             $attr_str =~ s/\xe2\x80\x9c/"/g; # fixup double quotes in case we are passed smart quotes
 205             $attr_str =~ s/\xe2\x80\x9d/"/g;
 206             push @feedback, {feedback=>1, name=>'attribute string', value=>$attr_str, filename=>$uploadborrowers};
 207             delete $borrower{patron_attributes};    # not really a field in borrowers, so we don't want to pass it to ModMember.
 208             $patron_attributes = extended_attributes_code_value_arrayref($attr_str);
 209         }
 210         # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
 211         foreach (qw(dateofbirth dateenrolled dateexpiry)) {
 212             my $tempdate = $borrower{$_} or next;
 213             $tempdate = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
 214             if ($tempdate) {
 215                 $borrower{$_} = $tempdate;
 216             } else {
 217                 $borrower{$_} = '';
 218                 push @missing_criticals, {key=>$_, line=>$. , lineraw=>$borrowerline, bad_date=>1};
 219             }
 220         }
 221         $borrower{dateenrolled} = $today_iso unless $borrower{dateenrolled};
 222         $borrower{dateexpiry} = GetExpiryDate($borrower{categorycode},$borrower{dateenrolled}) unless $borrower{dateexpiry};
 223         my $borrowernumber;
 224         my $member;
 225         if ( ($matchpoint eq 'cardnumber') && ($borrower{'cardnumber'}) ) {
 226             $member = GetMember( 'cardnumber' => $borrower{'cardnumber'} );
 227             if ($member) {
 228                 $borrowernumber = $member->{'borrowernumber'};
 229             }
 230         } elsif ( ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
 231             $member = GetMember( 'userid' => $borrower{'userid'} );
 232             if ($member) {
 233                 $borrowernumber = $member->{'borrowernumber'};
 234             }
 235         } elsif ($extended) {
 236             if (defined($matchpoint_attr_type)) {
 237                 foreach my $attr (@$patron_attributes) {
 238                     if ($attr->{code} eq $matchpoint and $attr->{value} ne '') {
 239                         my @borrowernumbers = $matchpoint_attr_type->get_patrons($attr->{value});
 240                         $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
 241                         last;
 242                     }
 243                 }
 244             }
 245         }
 246
 247         if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
 248             push @errors, {
 249                 invalid_cardnumber => 1,
 250                 borrowernumber => $borrowernumber,
 251                 cardnumber => $borrower{cardnumber}
 252             };
 253             $invalid++;
 254             next;
 255         }
 256
 257         if ($borrowernumber) {
 258             # borrower exists
 259             unless ($overwrite_cardnumber) {
 260                 $alreadyindb++;
 261                 $template->param('lastalreadyindb'=>$borrower{'surname'}.' / '.$borrowernumber);
 262                 next LINE;
 263             }
 264             $borrower{'borrowernumber'} = $borrowernumber;
 265             for my $col (keys %borrower) {
 266                 # use values from extant patron unless our csv file includes this column or we provided a default.
 267                 # FIXME : You cannot update a field with a  perl-evaluated false value using the defaults.
 268
 269                 # The password is always encrypted, skip it!
 270                 next if $col eq 'password';
 271
 272                 unless(exists($csvkeycol{$col}) || $defaults{$col}) {
 273                     $borrower{$col} = $member->{$col} if($member->{$col}) ;
 274                 }
 275             }
 276
 277             # Check if the userid provided does not exist yet
 278             if (  exists $borrower{userid}
 279                      and $borrower{userid}
 280                  and not Check_Userid( $borrower{userid}, $borrower{borrowernumber} ) ) {
 281                 push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
 282                 $invalid++;
 283                 next LINE;
 284             }
 285
 286             unless (ModMember(%borrower)) {
 287                 $invalid++;
 288                 # until we have better error trapping, we have no way of knowing why ModMember errored out...
 289                 push @errors, {unknown_error => 1};
 290                 $template->param('lastinvalid'=>$borrower{'surname'}.' / '.$borrowernumber);
 291                 next LINE;
 292             }
 293
 294             # Don't add a new restriction if the existing 'combined' restriction matches this one
 295             if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
 296                 # Check to see if this debarment already exists
 297                 my $debarrments = GetDebarments(
 298                     {
 299                         borrowernumber => $borrowernumber,
 300                         expiration     => $borrower{debarred},
 301                         comment        => $borrower{debarredcomment}
 302                     }
 303                 );
 304                 # If it doesn't, then add it!
 305                 unless (@$debarrments) {
 306                     AddDebarment(
 307                         {
 308                             borrowernumber => $borrowernumber,
 309                             expiration     => $borrower{debarred},
 310                             comment        => $borrower{debarredcomment}
 311                         }
 312                     );
 313                 }
 314             }
 315
 316             if ($extended) {
 317                 if ($ext_preserve) {
 318                     my $old_attributes = GetBorrowerAttributes($borrowernumber);
 319                     $patron_attributes = extended_attributes_merge($old_attributes, $patron_attributes);  #TODO: expose repeatable options in template
 320                 }
 321                 push @errors, {unknown_error => 1} unless SetBorrowerAttributes($borrower{'borrowernumber'}, $patron_attributes, 'no_branch_limit' );
 322             }
 323             $overwritten++;
 324             $template->param('lastoverwritten'=>$borrower{'surname'}.' / '.$borrowernumber);
 325         } else {
 326             # FIXME: fixup_cardnumber says to lock table, but the web interface doesn't so this doesn't either.
 327             # At least this is closer to AddMember than in members/memberentry.pl
 328             if (!$borrower{'cardnumber'}) {
 329                 $borrower{'cardnumber'} = fixup_cardnumber(undef);
 330             }
 331             if ($borrowernumber = AddMember(%borrower)) {
 332
 333                 if ( $borrower{debarred} ) {
 334                     AddDebarment(
 335                         {
 336                             borrowernumber => $borrowernumber,
 337                             expiration     => $borrower{debarred},
 338                             comment        => $borrower{debarredcomment}
 339                         }
 340                     );
 341                 }
 342
 343                 if ($extended) {
 344                     SetBorrowerAttributes($borrowernumber, $patron_attributes);
 345                 }
 346
 347                 if ($set_messaging_prefs) {
 348                     C4::Members::Messaging::SetMessagingPreferencesFromDefaults({ borrowernumber => $borrowernumber,
 349                                                                                   categorycode => $borrower{categorycode} });
 350                 }
 351
 352                 $imported++;
 353                 $template->param('lastimported'=>$borrower{'surname'}.' / '.$borrowernumber);
 354             } else {
 355                 $invalid++;
 356                 push @errors, {unknown_error => 1};
 357                 $template->param('lastinvalid'=>$borrower{'surname'}.' / AddMember');
 358             }
 359         }
 360     }
 361     (@errors  ) and $template->param(  ERRORS=>\@errors  );
 362     (@feedback) and $template->param(FEEDBACK=>\@feedback);
 363     $template->param(
 364         'uploadborrowers' => 1,
 365         'imported'        => $imported,
 366         'overwritten'     => $overwritten,
 367         'alreadyindb'     => $alreadyindb,
 368         'invalid'         => $invalid,
 369         'total'           => $imported + $alreadyindb + $invalid + $overwritten,
 370     );
 371
 372 } else {
 373     if ($extended) {
 374         my @matchpoints = ();
 375         my @attr_types = C4::Members::AttributeTypes::GetAttributeTypes(undef, 1);
 376         foreach my $type (@attr_types) {
 377             my $attr_type = C4::Members::AttributeTypes->fetch($type->{code});
 378             if ($attr_type->unique_id()) {
 379             push @matchpoints, { code =>  "patron_attribute_" . $attr_type->code(), description => $attr_type->description() };
 380             }
 381         }
 382         $template->param(matchpoints => \@matchpoints);
 383     }
 384 }
 385
 386 output_html_with_http_headers $input, $cookie, $template->output;
 387