Koha/tools/import_borrowers.pl
Galen Charlton 5cafd551be patron attributes - batch import
When ExtendedPatronAttributes is ON, the batch
patron import tool's behavior changes as follows:

[1] A new (required) column is added to the input CSV
    format.  This column should contain a list of
    attributes to set for the record, each value
    preceded by its type code.  For example, if
    the superlibrarian has defined two types,
    a unique identifier INSTID and a repeatable
    BASEBALL, this field could contain:

    "INSTID:12345,BASEBALL:Cubs"

    This field must be wrapped in quotes if multiple
    values are defined.  Since values can contain
    spaces, additional doubled-quotes may be required:

    "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""

    When replacing a patron record, any attributes specified
    in the input file replace all of the attribute values
    of any type that were previously assigned to the patron
    record.

[2] It is possible to specify a field other than the
    cardnumber to use for looking for matching patrons.
    Specifically, any attribute marked as a unique ID
    can be used.  The operator is asked to specify
    which ID type to use; if an input record has an
    attribute value of that type, and exactly one patron
    record in the database has that value, then the
    record will be overlaid or ignored according to the
    overlay setting.

Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-05-12 09:03:10 -05:00

195 lines
7.7 KiB
Perl
Executable file

#!/usr/bin/perl
# Copyright 2007 Liblime Ltd
#
# 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 2 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, write to the Free Software Foundation, Inc., 59 Temple Place,
# Suite 330, Boston, MA 02111-1307 USA
# Script to take some borrowers data in a known format and load it into Koha
#
# File format
#
# cardnumber,surname,firstname,title,othernames,initials,streetnumber,streettype,
# address line , address line 2, city, zipcode, email, phone, mobile, fax, work email, work phone,
# alternate streetnumber, alternate streettype, alternate address line 1, alternate city,
# alternate zipcode, alternate email, alternate phone, date of birth, branchcode,
# categorycode, enrollment date, expiry date, noaddress, lost, debarred, contact surname,
# contact firstname, contact title, borrower notes, contact relationship, ethnicity, ethnicity notes
# gender, username, opac note, contact note, password, sort one, sort two
#
# any fields except cardnumber can be blank but the number of fields must match
# dates should be in the format you have set up Koha to expect
# branchcode and categorycode need to be valid
use strict;
use C4::Auth;
use C4::Output;
use C4::Dates qw(format_date_in_iso);
use C4::Context;
use C4::Members;
use C4::Members::Attributes;
use C4::Members::AttributeTypes;
use Text::CSV;
use CGI;
my @columnkeys = (
'cardnumber', 'surname', 'firstname', 'title',
'othernames', 'initials', 'streetnumber', 'streettype',
'address', 'address2', 'city', 'zipcode',
'email', 'phone', 'mobile', 'fax',
'emailpro', 'phonepro', 'B_streetnumber', 'B_streettype',
'B_address', 'B_city', 'B_zipcode', 'B_email',
'B_phone', 'dateofbirth', 'branchcode', 'categorycode',
'dateenrolled', 'dateexpiry', 'gonenoaddress', 'lost',
'debarred', 'contactname', 'contactfirstname', 'contacttitle',
'borrowernotes', 'relationship', 'ethnicity', 'ethnotes',
'sex', 'userid', 'opacnote', 'contactnote',
'password', 'sort1', 'sort2'
);
if (C4::Context->preference('ExtendedPatronAttributes')) {
push @columnkeys, 'patron_attributes';
}
my $input = new CGI;
my ( $template, $loggedinuser, $cookie ) = get_template_and_user(
{
template_name => "tools/import_borrowers.tmpl",
query => $input,
type => "intranet",
authnotrequired => 0,
flagsrequired => { tools => 'import_patrons' },
debug => 1,
}
);
my $uploadborrowers = $input->param('uploadborrowers');
my $matchpoint = $input->param('matchpoint');
if ($matchpoint) {
$matchpoint =~ s/^patron_attribute_//;
}
my $overwrite_cardnumber = $input->param('overwrite_cardnumber');
$template->param( SCRIPT_NAME => $ENV{'SCRIPT_NAME'} );
if (C4::Context->preference('ExtendedPatronAttributes')) {
$template->param(ExtendedPatronAttributes => 1);
}
if ( $uploadborrowers && length($uploadborrowers) > 0 ) {
my $csv = Text::CSV->new();
my $imported = 0;
my $alreadyindb = 0;
my $overwritten = 0;
my $invalid = 0;
my $matchpoint_attr_type;
if (C4::Context->preference('ExtendedPatronAttributes')) {
$matchpoint_attr_type = C4::Members::AttributeTypes->fetch($matchpoint);
}
while ( my $borrowerline = <$uploadborrowers> ) {
my $status = $csv->parse($borrowerline);
my @columns = $csv->fields();
my %borrower;
my $patron_attributes;
if ( @columns == @columnkeys ) {
@borrower{@columnkeys} = @columns;
my @attrs;
if (C4::Context->preference('ExtendedPatronAttributes')) {
my $attr_str = $borrower{patron_attributes};
delete $borrower{patron_attributes};
my $ok = $csv->parse($attr_str);
my @list = $csv->fields();
# FIXME error handling
$patron_attributes = [ map { map { my @arr = split /:/, $_, 2; { code => $arr[0], value => $arr[1] } } $_ } @list ];
}
foreach (qw(dateofbirth dateenrolled dateexpiry)) {
my $tempdate = $borrower{$_} or next;
$borrower{$_} = format_date_in_iso($tempdate) || '';
}
my $borrowernumber;
if ($matchpoint eq 'cardnumber') {
my $member = GetMember( $borrower{'cardnumber'}, 'cardnumber' );
if ($member) {
$borrowernumber = $member->{'borrowernumber'};
}
} elsif (C4::Context->preference('ExtendedPatronAttributes')) {
if (defined($matchpoint_attr_type)) {
foreach my $attr (@$patron_attributes) {
if ($attr->{code} eq $matchpoint and $attr->{value} ne '') {
my @borrowernumbers = $matchpoint_attr_type->get_patrons($attr->{value});
$borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
last;
}
}
}
}
if ( $borrowernumber)
{
# borrower exists
if ($overwrite_cardnumber) {
$borrower{'borrowernumber'} = $borrowernumber;
ModMember(%borrower);
if (C4::Context->preference('ExtendedPatronAttributes')) {
C4::Members::Attributes::SetBorrowerAttributes($borrower{'borrowernumber'}, $patron_attributes);
}
$overwritten++;
} else {
$alreadyindb++;
}
}
else {
if ($borrowernumber = AddMember(%borrower)) {
if (C4::Context->preference('ExtendedPatronAttributes')) {
C4::Members::Attributes::SetBorrowerAttributes($borrowernumber, $patron_attributes);
}
$imported++;
} else {
$invalid++; # was just "$invalid", I assume incrementing was the point --atz
}
}
} else {
$invalid++;
}
}
$template->param( 'uploadborrowers' => 1 );
$template->param(
'uploadborrowers' => 1,
'imported' => $imported,
'overwritten' => $overwritten,
'alreadyindb' => $alreadyindb,
'invalid' => $invalid,
'total' => $imported + $alreadyindb + $invalid + $overwritten,
);
} else {
if (C4::Context->preference('ExtendedPatronAttributes')) {
my @matchpoints = ();
my @attr_types = C4::Members::AttributeTypes::GetAttributeTypes();
foreach my $type (@attr_types) {
my $attr_type = C4::Members::AttributeTypes->fetch($type->{code});
if ($attr_type->unique_id()) {
push @matchpoints, { code => "patron_attribute_" . $attr_type->code(), description => $attr_type->description() };
}
}
$template->param(matchpoints => \@matchpoints);
}
}
output_html_with_http_headers $input, $cookie, $template->output;