package Koha::Patrons::Import; # This file is part of Koha. # # Koha is free software; you can redistribute it and/or modify it # under the terms of the GNU General Public License as published by # the Free Software Foundation; either version 3 of the License, or # (at your option) any later version. # # Koha is distributed in the hope that it will be useful, but # WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU General Public License for more details. # # You should have received a copy of the GNU General Public License # along with Koha; if not, see . use Modern::Perl; use Moo; use namespace::clean; use Carp; use Text::CSV; use Encode qw( decode_utf8 ); use Try::Tiny; use C4::Members; use Koha::Libraries; use Koha::Patrons; use Koha::Patron::Categories; use Koha::Patron::Debarments; use Koha::DateUtils; =head1 NAME Koha::Patrons::Import - Perl Module containing import_patrons method exported from import_borrowers script. =head1 SYNOPSIS use Koha::Patrons::Import; =head1 DESCRIPTION This module contains one method for importing patrons in bulk. =head1 FUNCTIONS =head2 import_patrons my $return = Koha::Patrons::Import::import_patrons($params); Applies various checks and imports patrons in bulk from a csv file. Further pod documentation needed here. =cut has 'today_iso' => ( is => 'ro', lazy => 1, default => sub { output_pref( { dt => dt_from_string(), dateonly => 1, dateformat => 'iso' } ); }, ); has 'text_csv' => ( is => 'rw', lazy => 1, default => sub { Text::CSV->new( { binary => 1, } ); }, ); sub import_patrons { my ($self, $params) = @_; my $handle = $params->{file}; unless( $handle ) { carp('No file handle passed in!'); return; } my $matchpoint = $params->{matchpoint}; my $defaults = $params->{defaults}; my $ext_preserve = $params->{preserve_extended_attributes}; my $overwrite_cardnumber = $params->{overwrite_cardnumber}; my $overwrite_passwords = $params->{overwrite_passwords}; my $dry_run = $params->{dry_run}; my $extended = C4::Context->preference('ExtendedPatronAttributes'); my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences'); my $schema = Koha::Database->new->schema; $schema->storage->txn_begin if $dry_run; my @columnkeys = $self->set_column_keys($extended); my @feedback; my @errors; my $imported = 0; my $alreadyindb = 0; my $overwritten = 0; my $invalid = 0; my @imported_borrowers; my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, }); # Use header line to construct key to column map my %csvkeycol; my $borrowerline = <$handle>; my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, }); push(@feedback, { feedback => 1, name => 'headerrow', value => join( ', ', @csvcolumns ) }); my @criticals = qw( surname ); # there probably should be others - rm branchcode && categorycode LINE: while ( my $borrowerline = <$handle> ) { my $line_number = $.; my %borrower; my @missing_criticals; my $status = $self->text_csv->parse($borrowerline); my @columns = $self->text_csv->fields(); if ( !$status ) { push @missing_criticals, { badparse => 1, line => $line_number, lineraw => decode_utf8($borrowerline) }; } elsif ( @columns == @columnkeys ) { @borrower{@columnkeys} = @columns; # MJR: try to fill blanks gracefully by using default values foreach my $key (@columnkeys) { if ( $borrower{$key} !~ /\S/ ) { $borrower{$key} = $defaults->{$key}; } } } else { # MJR: try to recover gracefully by using default values foreach my $key (@columnkeys) { if ( defined( $csvkeycol{$key} ) and $columns[ $csvkeycol{$key} ] =~ /\S/ ) { $borrower{$key} = $columns[ $csvkeycol{$key} ]; } elsif ( $defaults->{$key} ) { $borrower{$key} = $defaults->{$key}; } elsif ( scalar grep { $key eq $_ } @criticals ) { # a critical field is undefined push @missing_criticals, { key => $key, line => $., lineraw => decode_utf8($borrowerline) }; } else { $borrower{$key} = ''; } } } $borrower{cardnumber} = undef if $borrower{cardnumber} eq ""; # Check if borrower category code exists and if it matches to a known category. Pushing error to missing_criticals otherwise. $self->check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals); # Check if branch code exists and if it matches to a branch name. Pushing error to missing_criticals otherwise. $self->check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals); # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it. $self->format_dates({borrower => \%borrower, lineraw => $borrowerline, line => $line_number, missing_criticals => \@missing_criticals, }); if (@missing_criticals) { foreach (@missing_criticals) { $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF'; $_->{surname} = $borrower{surname} || 'UNDEF'; } $invalid++; ( 25 > scalar @errors ) and push @errors, { missing_criticals => \@missing_criticals }; # The first 25 errors are enough. Keeping track of 30,000+ would destroy performance. next LINE; } # Generate patron attributes if extended. my $patron_attributes = $self->generate_patron_attributes($extended, $borrower{patron_attributes}, \@feedback); if( $extended ) { delete $borrower{patron_attributes}; } # Not really a field in borrowers. # Default date enrolled and date expiry if not already set. $borrower{dateenrolled} = $self->today_iso() unless $borrower{dateenrolled}; $borrower{dateexpiry} = Koha::Patron::Categories->find( $borrower{categorycode} )->get_expiry_date( $borrower{dateenrolled} ) unless $borrower{dateexpiry}; my $borrowernumber; my ( $member, $patron ); if ( defined($matchpoint) && ( $matchpoint eq 'cardnumber' ) && ( $borrower{'cardnumber'} ) ) { $patron = Koha::Patrons->find( { cardnumber => $borrower{'cardnumber'} } ); } elsif ( defined($matchpoint) && ($matchpoint eq 'userid') && ($borrower{'userid'}) ) { $patron = Koha::Patrons->find( { userid => $borrower{userid} } ); } elsif ($extended) { if ( defined($matchpoint_attr_type) ) { foreach my $attr (@$patron_attributes) { if ( $attr->{code} eq $matchpoint and $attr->{attribute} ne '' ) { my @borrowernumbers = Koha::Patron::Attributes->search( { code => $matchpoint_attr_type->code, attribute => $attr->{attribute} } )->get_column('borrowernumber'); $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1; $patron = Koha::Patrons->find( $borrowernumber ); last; } } } } if ($patron) { $member = $patron->unblessed; $borrowernumber = $member->{'borrowernumber'}; } else { $member = {}; } if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) { push @errors, { invalid_cardnumber => 1, borrowernumber => $borrowernumber, cardnumber => $borrower{cardnumber} }; $invalid++; next; } # Check if the userid provided does not exist yet if ( defined($matchpoint) and $matchpoint ne 'userid' and exists $borrower{userid} and $borrower{userid} and not ( $borrowernumber ? $patron->userid( $borrower{userid} )->has_valid_userid : Koha::Patron->new( { userid => $borrower{userid} } )->has_valid_userid ) ) { push @errors, { duplicate_userid => 1, userid => $borrower{userid} }; $invalid++; next LINE; } my $guarantor_relationship = $borrower{guarantor_relationship}; delete $borrower{guarantor_relationship}; my $guarantor_id = $borrower{guarantor_id}; delete $borrower{guarantor_id}; # Remove warning for int datatype that cannot be null # Argument "" isn't numeric in numeric eq (==) at /usr/share/perl5/DBIx/Class/Row.pm line 1018 for my $field ( qw( privacy privacy_guarantor_fines privacy_guarantor_checkouts anonymized login_attempts )) { delete $borrower{$field} if exists $borrower{$field} and $borrower{$field} eq ""; } if ($borrowernumber) { # borrower exists unless ($overwrite_cardnumber) { $alreadyindb++; push( @feedback, { already_in_db => 1, value => $borrower{'surname'} . ' / ' . $borrowernumber } ); next LINE; } $borrower{'borrowernumber'} = $borrowernumber; for my $col ( keys %borrower ) { # use values from extant patron unless our csv file includes this column or we provided a default. # FIXME : You cannot update a field with a perl-evaluated false value using the defaults. # The password is always encrypted, skip it unless we are forcing overwrite! next if $col eq 'password' && !$overwrite_passwords; unless ( exists( $csvkeycol{$col} ) || $defaults->{$col} ) { $borrower{$col} = $member->{$col} if ( $member->{$col} ); } } my $patron = Koha::Patrons->find( $borrowernumber ); eval { $patron->set(\%borrower)->store }; if ( $@ ) { $invalid++; push( @errors, { # TODO We can raise a better error name => 'lastinvalid', value => $borrower{'surname'} . ' / ' . $borrowernumber } ); next LINE; } # Don't add a new restriction if the existing 'combined' restriction matches this one if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) { # Check to see if this debarment already exists my $debarrments = GetDebarments( { borrowernumber => $borrowernumber, expiration => $borrower{debarred}, comment => $borrower{debarredcomment} } ); # If it doesn't, then add it! unless (@$debarrments) { AddDebarment( { borrowernumber => $borrowernumber, expiration => $borrower{debarred}, comment => $borrower{debarredcomment} } ); } } if ($patron->category->category_type ne 'S' && $overwrite_passwords && defined $borrower{password} && $borrower{password} ne ''){ try { $patron->set_password({ password => $borrower{password} }); } catch { if ( $_->isa('Koha::Exceptions::Password::TooShort') ) { push @errors, { passwd_too_short => 1, borrowernumber => $borrowernumber, length => $_->{length}, min_length => $_->{min_length} }; } elsif ( $_->isa('Koha::Exceptions::Password::WhitespaceCharacters') ) { push @errors, { passwd_whitespace => 1, borrowernumber => $borrowernumber } ; } elsif ( $_->isa('Koha::Exceptions::Password::TooWeak') ) { push @errors, { passwd_too_weak => 1, borrowernumber => $borrowernumber } ; } elsif ( $_->isa('Koha::Exceptions::Password::Plugin') ) { push @errors, { passwd_plugin_err => 1, borrowernumber => $borrowernumber } ; } else { push @errors, { passwd_unknown_err => 1, borrowernumber => $borrowernumber } ; } } } if ($extended) { if ($ext_preserve) { $patron_attributes = $patron->extended_attributes->merge_with( $patron_attributes ); } eval { # We do not want to filter by branch, maybe we should? Koha::Patrons->find($borrowernumber)->extended_attributes->delete; $patron->extended_attributes($patron_attributes); }; if ($@) { # FIXME This is not an unknown error, we can do better here push @errors, { unknown_error => 1 }; } } $overwritten++; push( @feedback, { feedback => 1, name => 'lastoverwritten', value => $borrower{'surname'} . ' / ' . $borrowernumber } ); } else { my $patron = eval { Koha::Patron->new(\%borrower)->store; }; unless ( $@ ) { $borrowernumber = $patron->id; if ( $patron->is_debarred ) { AddDebarment( { borrowernumber => $patron->borrowernumber, expiration => $patron->debarred, comment => $patron->debarredcomment, } ); } if ($extended) { # FIXME Hum, we did not filter earlier and now we do? $patron->extended_attributes->filter_by_branch_limitations->delete; $patron->extended_attributes($patron_attributes); } if ($set_messaging_prefs) { C4::Members::Messaging::SetMessagingPreferencesFromDefaults( { borrowernumber => $patron->borrowernumber, categorycode => $patron->categorycode, } ); } $imported++; push @imported_borrowers, $patron->borrowernumber; #for patronlist push( @feedback, { feedback => 1, name => 'lastimported', value => $patron->surname . ' / ' . $patron->borrowernumber, } ); } else { $invalid++; push @errors, { unknown_error => 1 }; push( @errors, { name => 'lastinvalid', value => $borrower{'surname'} . ' / Create patron', } ); } } # Add a guarantor if we are given a relationship if ( $guarantor_id ) { my $relationship = Koha::Patron::Relationships->find( { guarantee_id => $borrowernumber, guarantor_id => $guarantor_id, } ); if ( $relationship ) { $relationship->relationship( $guarantor_relationship ); $relationship->store(); } else { Koha::Patron::Relationship->new( { guarantee_id => $borrowernumber, relationship => $guarantor_relationship, guarantor_id => $guarantor_id, } )->store(); } } } $schema->storage->txn_rollback if $dry_run; return { feedback => \@feedback, errors => \@errors, imported => $imported, overwritten => $overwritten, already_in_db => $alreadyindb, invalid => $invalid, imported_borrowers => \@imported_borrowers, }; } =head2 prepare_columns my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, }); Returns an array of all column key and populates a hash of colunm key positions. =cut sub prepare_columns { my ($self, $params) = @_; my $status = $self->text_csv->parse($params->{headerrow}); unless( $status ) { push( @{$params->{errors}}, { badheader => 1, line => 1, lineraw => $params->{headerrow} }); return; } my @csvcolumns = $self->text_csv->fields(); my $col = 0; foreach my $keycol (@csvcolumns) { # columnkeys don't contain whitespace, but some stupid tools add it $keycol =~ s/ +//g; $keycol =~ s/^\N{BOM}//; # Strip BOM if exists, otherwise it will be part of first column key $params->{keycol}->{$keycol} = $col++; } return @csvcolumns; } =head2 set_attribute_types my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, }); Returns an attribute type based on matchpoint parameter. =cut sub set_attribute_types { my ($self, $params) = @_; my $attribute_type; if( $params->{extended} ) { $attribute_type = Koha::Patron::Attribute::Types->find($params->{matchpoint}); } return $attribute_type; } =head2 set_column_keys my @columnkeys = set_column_keys($extended); Returns an array of borrowers' table columns. =cut sub set_column_keys { my ($self, $extended) = @_; my @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } Koha::Patrons->columns(); push( @columnkeys, 'patron_attributes' ) if $extended; push( @columnkeys, qw( guarantor_relationship guarantor_id ) ); return @columnkeys; } =head2 generate_patron_attributes my $patron_attributes = generate_patron_attributes($extended, $borrower{patron_attributes}, $feedback); Returns a Koha::Patron::Attributes as expected by Koha::Patron->extended_attributes =cut sub generate_patron_attributes { my ($self, $extended, $string, $feedback) = @_; unless( $extended ) { return; } unless( defined $string ) { return; } # Fixup double quotes in case we are passed smart quotes $string =~ s/\xe2\x80\x9c/"/g; $string =~ s/\xe2\x80\x9d/"/g; push (@$feedback, { feedback => 1, name => 'attribute string', value => $string }); return [] unless $string; # Unit tests want the feedback, is it really needed? my $csv = Text::CSV->new({binary => 1}); # binary needed for non-ASCII Unicode my $ok = $csv->parse($string); # parse field again to get subfields! my @list = $csv->fields(); my @patron_attributes = sort { $a->{code} cmp $b->{code} || $a->{value} cmp $b->{value} } map { my @arr = split /:/, $_, 2; { code => $arr[0], attribute => $arr[1] } } @list; return \@patron_attributes; # TODO: error handling (check $ok) } =head2 check_branch_code check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals); Pushes a 'missing_criticals' error entry if no branch code or branch code does not map to a branch name. =cut sub check_branch_code { my ($self, $branchcode, $borrowerline, $line_number, $missing_criticals) = @_; # No branch code unless( $branchcode ) { push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline), }); return; } # look for branch code my $library = Koha::Libraries->find( $branchcode ); unless( $library ) { push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline), value => $branchcode, branch_map => 1, }); } } =head2 check_borrower_category check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals); Pushes a 'missing_criticals' error entry if no category code or category code does not map to a known category. =cut sub check_borrower_category { my ($self, $categorycode, $borrowerline, $line_number, $missing_criticals) = @_; # No branch code unless( $categorycode ) { push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline), }); return; } # Looking for borrower category my $category = Koha::Patron::Categories->find($categorycode); unless( $category ) { push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline), value => $categorycode, category_map => 1, }); } } =head2 format_dates format_dates({borrower => \%borrower, lineraw => $lineraw, line => $line_number, missing_criticals => \@missing_criticals, }); Pushes a 'missing_criticals' error entry for each of the 3 date types dateofbirth, dateenrolled and dateexpiry if it can not be formatted to the chosen date format. Populates the correctly formatted date otherwise. =cut sub format_dates { my ($self, $params) = @_; foreach my $date_type (qw(dateofbirth dateenrolled dateexpiry date_renewed)) { my $tempdate = $params->{borrower}->{$date_type} or next(); my $formatted_date = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); }; if ($formatted_date) { $params->{borrower}->{$date_type} = $formatted_date; } else { $params->{borrower}->{$date_type} = ''; push (@{$params->{missing_criticals}}, { key => $date_type, line => $params->{line}, lineraw => decode_utf8($params->{lineraw}), bad_date => 1 }); } } } 1; =head1 AUTHOR Koha Team =cut