3 # Copyright 2008 Liblime
5 # This file is part of Koha.
7 # Koha is free software; you can redistribute it and/or modify it under the
8 # terms of the GNU General Public License as published by the Free Software
9 # Foundation; either version 2 of the License, or (at your option) any later
12 # Koha is distributed in the hope that it will be useful, but WITHOUT ANY
13 # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
14 # A PARTICULAR PURPOSE. See the GNU General Public License for more details.
16 # You should have received a copy of the GNU General Public License along with
17 # Koha; if not, write to the Free Software Foundation, Inc., 59 Temple Place,
18 # Suite 330, Boston, MA 02111-1307 USA
25 # find Koha's Perl modules
26 # test carefully before changing this
28 eval { require "$FindBin::Bin/../kohalib.pl" };
32 use C4::Dates qw/format_date/;
42 overdue_notices.pl - prepare messages to be sent to patrons for overdue items
46 overdue_notices.pl [ -n ] [ -library <branchcode> ] [ -library <branchcode>...] [ -max <number of days> ] [ -csv [ <filename> ] ] [ -itemscontent <field list> ]
49 -help brief help message
50 -man full documentation
51 -n No email will be sent
52 -max <days> maximum days overdue to deal with
53 -library <branchname> only deal with overdues from this library (repeatable : several libraries can be given)
54 -csv <filename> populate CSV file
55 -itemscontent <list of fields> item information in templates
63 Print a brief help message and exits.
67 Prints the manual page and exits.
71 Verbose. Without this flag set, only fatal errors are reported.
75 Do not send any email. Overdue notices that would have been sent to
76 the patrons or to the admin are printed to standard out. CSV data (if
77 the -csv flag is set) is written to standard out or to any csv
82 Items older than max days are assumed to be handled somewhere else,
83 probably the F<longoverdues.pl> script. They are therefore ignored by
84 this program. No notices are sent for them, and they are not added to
85 any CSV files. Defaults to 90 to match F<longoverdues.pl>.
89 select overdues for one specific library. Use the value in the
90 branches.branchcode table. This option can be repeated in order
91 to select overdues for a group of libraries.
95 Produces CSV data. if -n (no mail) flag is set, then this CSV data is
96 sent to standard out or to a filename if provided. Otherwise, only
97 overdues that could not be emailed are sent in CSV format to the admin.
99 =item B<-itemscontent>
101 comma separated list of fields that get substituted into templates in
102 places of the E<lt>E<lt>items.contentE<gt>E<gt> placeholder. This
103 defaults to issuedate,title,barcode,author
105 Other possible values come from fields in the biblios, items, and
108 =item B<-t> | B<--triggered>
110 This option causes a notice to be generated if and only if
111 an item is overdue by the number of days defined in a notice trigger.
113 By default, a notice is sent each time the script runs, which is suitable for
114 less frequent run cron script, but requires syncing notice triggers with
115 the cron schedule to ensure proper behavior.
116 Add the --triggered option for daily cron, at the risk of no notice
117 being generated if the cron fails to run on time.
121 Default items.content lists only those items that fall in the
122 range of the currently processing notice.
123 Choose list-all to include all overdue items in the list (limited by B<-max> setting).
129 This script is designed to alert patrons and administrators of overdue
134 This script pays attention to the overdue notice configuration
135 performed in the "Overdue notice/status triggers" section of the
136 "Tools" area of the staff interface to Koha. There, you can choose
137 which letter templates are sent out after a configurable number of
138 days to patrons of each library. More information about the use of this
139 section of Koha is available in the Koha manual.
141 The templates used to craft the emails are defined in the "Tools:
142 Notices" section of the staff interface to Koha.
144 =head2 Outgoing emails
146 Typically, messages are prepared for each patron with overdue
147 items. Messages for whom there is no email address on file are
148 collected and sent as attachments in a single email to each library
149 administrator, or if that is not set, then to the email address in the
150 C<KohaAdminEmailAddress> system preference.
152 These emails are staged in the outgoing message queue, as are messages
153 produced by other features of Koha. This message queue must be
154 processed regularly by the
155 F<misc/cronjobs/process_message_queue.pl> program.
157 In the event that the C<-n> flag is passed to this program, no emails
158 are sent. Instead, messages are sent on standard output from this
159 program. They may be redirected to a file if desired.
163 Templates can contain variables enclosed in double angle brackets like
164 E<lt>E<lt>thisE<gt>E<gt>. Those variables will be replaced with values
165 specific to the overdue items or relevant patron. Available variables
170 =item E<lt>E<lt>bibE<gt>E<gt>
172 the name of the library
174 =item E<lt>E<lt>items.contentE<gt>E<gt>
176 one line for each item, each line containing a tab separated list of
177 title, author, barcode, issuedate
179 =item E<lt>E<lt>borrowers.*E<gt>E<gt>
181 any field from the borrowers table
183 =item E<lt>E<lt>branches.*E<gt>E<gt>
185 any field from the branches table
191 The C<-csv> command line option lets you specify a file to which
192 overdues data should be output in CSV format.
194 With the C<-n> flag set, data about all overdues is written to the
195 file. Without that flag, only information about overdues that were
196 unable to be sent directly to the patrons will be written. In other
197 words, this CSV file replaces the data that is typically sent to the
198 administrator email address.
200 =head1 USAGE EXAMPLES
202 C<overdue_notices.pl> - In this most basic usage, with no command line
203 arguments, all libraries are procesed individually, and notices are
204 prepared for all patrons with overdue items for whom we have email
205 addresses. Messages for those patrons for whom we have no email
206 address are sent in a single attachment to the library administrator's
207 email address, or to the address in the KohaAdminEmailAddress system
210 C<overdue_notices.pl -n -csv /tmp/overdues.csv> - sends no email and
211 populates F</tmp/overdues.csv> with information about all overdue
214 C<overdue_notices.pl -library MAIN max 14> - prepare notices of
215 overdues in the last 2 weeks for the MAIN library.
219 The F<misc/cronjobs/advance_notices.pl> program allows you to send
220 messages to patrons in advance of thier items becoming due, or to
221 alert them of items that have just become due.
225 # These variables are set by command line options.
226 # They are initially set to default values.
232 my @branchcodes; # Branch(es) passed as parameter
236 my $itemscontent = join( ',', qw( issuedate title barcode author ) );
244 'library=s' => \@branchcodes,
245 'csv:s' => \$csvfilename, # this optional argument gets '' if not supplied.
246 'itemscontent=s' => \$itemscontent,
247 'list-all' => \$listall,
248 't|triggered' => \$triggered,
250 pod2usage(1) if $help;
251 pod2usage( -verbose => 2 ) if $man;
253 if ( defined $csvfilename && $csvfilename =~ /^-/ ) {
254 warn qq(using "$csvfilename" as filename, that seems odd);
257 my @overduebranches = C4::Overdues::GetBranchcodesWithOverdueRules(); # Branches with overdue rules
258 my @branches; # Branches passed as parameter with overdue rules
259 my $branchcount = scalar(@overduebranches);
261 my $overduebranch_word = scalar @overduebranches > 1 ? 'branches' : 'branch';
262 my $branchcodes_word = scalar @branchcodes > 1 ? 'branches' : 'branch';
265 $verbose and warn "Found $branchcount $overduebranch_word with first message enabled: " . join( ', ', map { "'$_'" } @overduebranches ), "\n";
267 die 'No branches with active overduerules';
271 $verbose and warn "$branchcodes_word @branchcodes passed on parameter\n";
273 # Getting libraries which have overdue rules
274 my %seen = map { $_ => 1 } @branchcodes;
275 @branches = grep { $seen{$_} } @overduebranches;
280 my $branch_word = scalar @branches > 1 ? 'branches' : 'branch';
281 $verbose and warn "$branch_word @branches have overdue rules\n";
285 $verbose and warn "No active overduerules for $branchcodes_word '@branchcodes'\n";
286 ( scalar grep { '' eq $_ } @branches )
287 or die "No active overduerules for DEFAULT either!";
288 $verbose and warn "Falling back on default rules for @branchcodes\n";
293 # these are the fields that will be substituted into <<item.content>>
294 my @item_content_fields = split( /,/, $itemscontent );
296 my $dbh = C4::Context->dbh();
297 binmode( STDOUT, ":utf8" );
299 our $csv; # the Text::CSV_XS object
300 our $csv_fh; # the filehandle to the CSV file.
301 if ( defined $csvfilename ) {
302 my $sep_char = C4::Context->preference('delimiter') || ',';
303 $csv = Text::CSV_XS->new( { binary => 1 , sep_char => $sep_char } );
304 if ( $csvfilename eq '' ) {
307 open $csv_fh, ">", $csvfilename or die "unable to open $csvfilename: $!";
309 if ( $csv->combine(qw(name surname address1 address2 zipcode city country email itemcount itemsinfo)) ) {
310 print $csv_fh $csv->string, "\n";
312 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
316 foreach my $branchcode (@branches) {
318 my $branch_details = C4::Branch::GetBranchDetail($branchcode);
319 my $admin_email_address = $branch_details->{'branchemail'} || C4::Context->preference('KohaAdminEmailAddress');
320 my @output_chunks; # may be sent to mail or stdout or csv file.
322 $verbose and warn sprintf "branchcode : '%s' using %s\n", $branchcode, $admin_email_address;
324 my $sth2 = $dbh->prepare( <<'END_SQL' );
325 SELECT biblio.*, items.*, issues.*, TO_DAYS(NOW())-TO_DAYS(date_due) AS days_overdue
326 FROM issues,items,biblio
327 WHERE items.itemnumber=issues.itemnumber
328 AND biblio.biblionumber = items.biblionumber
329 AND issues.borrowernumber = ?
330 AND TO_DAYS(NOW())-TO_DAYS(date_due) BETWEEN ? and ?
333 my $rqoverduerules = $dbh->prepare("SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = ? ");
334 $rqoverduerules->execute($branchcode);
335 # my $outfile = 'overdues_' . ( $mybranch || $branchcode || 'default' );
336 while ( my $overdue_rules = $rqoverduerules->fetchrow_hashref ) {
337 PERIOD: foreach my $i ( 1 .. 3 ) {
339 $verbose and warn "branch '$branchcode', pass $i\n";
340 my $mindays = $overdue_rules->{"delay$i"}; # the notice will be sent after mindays days (grace period)
342 $overdue_rules->{ "delay" . ( $i + 1 ) }
343 ? $overdue_rules->{ "delay" . ( $i + 1 ) }
345 ); # issues being more than maxdays late are managed somewhere else. (borrower probably suspended)
347 if ( !$overdue_rules->{"letter$i"} ) {
348 $verbose and warn "No letter$i code for branch '$branchcode'";
352 # $letter->{'content'} is the text of the mail that is sent.
353 # this text contains fields that are replaced by their value. Those fields must be written between brackets
354 # The following fields are available :
355 # itemcount is interpreted here as the number of items in the overdue range defined by the current notice or all overdues < max if(-list-all).
356 # <date> <itemcount> <firstname> <lastname> <address1> <address2> <address3> <city> <postcode>
358 my $borrower_sql = <<'END_SQL';
359 SELECT COUNT(*), issues.borrowernumber, firstname, surname, address, address2, city, zipcode, country, email, MIN(date_due) as longest_issue
360 FROM issues,borrowers,categories
361 WHERE issues.borrowernumber=borrowers.borrowernumber
362 AND borrowers.categorycode=categories.categorycode
364 my @borrower_parameters;
366 $borrower_sql .= ' AND issues.branchcode=? ';
367 push @borrower_parameters, $branchcode;
369 if ( $overdue_rules->{categorycode} ) {
370 $borrower_sql .= ' AND borrowers.categorycode=? ';
371 push @borrower_parameters, $overdue_rules->{categorycode};
373 $borrower_sql .= ' AND categories.overduenoticerequired=1
374 GROUP BY issues.borrowernumber ';
376 $borrower_sql .= ' HAVING TO_DAYS(NOW())-TO_DAYS(longest_issue) = ?';
377 push @borrower_parameters, $mindays;
379 $borrower_sql .= ' HAVING TO_DAYS(NOW())-TO_DAYS(longest_issue) BETWEEN ? and ? ' ;
380 push @borrower_parameters, $mindays, $maxdays;
383 # $sth gets borrower info iff at least one overdue item has triggered the overdue action.
384 my $sth = $dbh->prepare($borrower_sql);
385 $sth->execute(@borrower_parameters);
386 $verbose and warn $borrower_sql . "\n $branchcode | " . $overdue_rules->{'categorycode'} . "\n ($mindays, $maxdays)\nreturns " . $sth->rows . " rows";
388 while( my ( $itemcount, $borrowernumber, $firstname, $lastname, $address1, $address2, $city, $postcode, $email ) = $sth->fetchrow ) {
389 $verbose and warn "borrower $firstname, $lastname ($borrowernumber) has $itemcount items triggering level $i.";
391 my $letter = C4::Letters::getletter( 'circulation', $overdue_rules->{"letter$i"} );
393 $verbose and warn "Message '$overdue_rules->{letter$i}' content not found";
395 # might as well skip while PERIOD, no other borrowers are going to work.
396 # FIXME : Does this mean a letter must be defined in order to trigger a debar ?
400 if ( $overdue_rules->{"debarred$i"} ) {
402 #action taken is debarring
403 C4::Members::DebarMember($borrowernumber);
404 $verbose and warn "debarring $borrowernumber $firstname $lastname\n";
406 $sth2->execute( ($listall) ? ( $borrowernumber , 1 , $MAX ) : ( $borrowernumber, $mindays, $maxdays ) );
409 while ( my $item_info = $sth2->fetchrow_hashref() ) {
410 my @item_info = map { $_ =~ /^date|date$/ ? format_date( $item_info->{$_} ) : $item_info->{$_} || '' } @item_content_fields;
411 $titles .= join("\t", @item_info) . "\n";
416 $letter = parse_letter(
418 borrowernumber => $borrowernumber,
419 branchcode => $branchcode,
421 bib => $branch_details->{'branchname'},
422 'items.content' => $titles
427 my @misses = grep { /./ } map { /^([^>]*)[>]+/; ( $1 || '' ); } split /\</, $letter->{'content'};
429 $verbose and warn "The following terms were not matched and replaced: \n\t" . join "\n\t", @misses;
431 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # Now that we've warned about them, remove them.
432 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # 2nd pass for the double nesting.
437 prepare_letter_for_printing(
439 borrowernumber => $borrowernumber,
440 firstname => $firstname,
441 lastname => $lastname,
442 address1 => $address1,
443 address2 => $address2,
445 postcode => $postcode,
447 itemcount => $itemcount,
449 outputformat => defined $csvfilename ? 'csv' : '',
454 C4::Letters::EnqueueLetter(
456 borrowernumber => $borrowernumber,
457 message_transport_type => 'email',
458 from_address => $admin_email_address,
463 # If we don't have an email address for this patron, send it to the admin to deal with.
465 prepare_letter_for_printing(
467 borrowernumber => $borrowernumber,
468 firstname => $firstname,
469 lastname => $lastname,
470 address1 => $address1,
471 address2 => $address2,
473 postcode => $postcode,
475 itemcount => $itemcount,
477 outputformat => defined $csvfilename ? 'csv' : '',
487 if (@output_chunks) {
489 if ( defined $csvfilename ) {
490 print $csv_fh @output_chunks;
492 local $, = "\f"; # pagebreak
493 print @output_chunks;
497 filename => defined $csvfilename ? 'attachment.csv' : 'attachment.txt',
498 type => 'text/plain',
499 content => join( "\n", @output_chunks )
503 title => 'Overdue Notices',
504 content => 'These messages were not sent directly to the patrons.',
506 C4::Letters::EnqueueLetter(
508 borrowernumber => undef,
509 message_transport_type => 'email',
510 attachments => [$attachment],
511 to_address => $admin_email_address,
520 # note that we're not testing on $csv_fh to prevent closing
525 =head1 INTERNAL METHODS
527 These methods are internal to the operation of overdue_notices.pl.
531 parses the letter template, replacing the placeholders with data
532 specific to this patron, biblio, or item
535 letter - required hashref
536 borrowernumber - required integer
537 substitute - optional hashref of other key/value pairs that should
538 be substituted in the letter content
540 returns the C<letter> hashref, with the content updated to reflect the
541 substituted keys and values.
548 foreach my $required (qw( letter borrowernumber )) {
549 return unless exists $params->{$required};
552 if ( $params->{'substitute'} ) {
553 while ( my ( $key, $replacedby ) = each %{ $params->{'substitute'} } ) {
554 my $replacefield = "<<$key>>";
556 $params->{'letter'}->{title} =~ s/$replacefield/$replacedby/g;
557 $params->{'letter'}->{content} =~ s/$replacefield/$replacedby/g;
561 C4::Letters::parseletter( $params->{'letter'}, 'borrowers', $params->{'borrowernumber'} );
563 if ( $params->{'branchcode'} ) {
564 C4::Letters::parseletter( $params->{'letter'}, 'branches', $params->{'branchcode'} );
567 if ( $params->{'biblionumber'} ) {
568 C4::Letters::parseletter( $params->{'letter'}, 'biblio', $params->{'biblionumber'} );
569 C4::Letters::parseletter( $params->{'letter'}, 'biblioitems', $params->{'biblionumber'} );
572 return $params->{'letter'};
575 =head2 prepare_letter_for_printing
577 returns a string of text appropriate for printing in the event that an
578 overdue notice will not be sent to the patron's email
579 address. Depending on the desired output format, this may be a CSV
580 string, or a human-readable representation of the notice.
591 sub prepare_letter_for_printing {
594 return unless ref $params eq 'HASH';
596 foreach my $required_parameter (qw( letter borrowernumber )) {
597 return unless defined $params->{$required_parameter};
601 if ( exists $params->{'outputformat'} && $params->{'outputformat'} eq 'csv' ) {
603 $params->{'firstname'}, $params->{'lastname'}, $params->{'address1'}, $params->{'address2'}, $params->{'postcode'},
604 $params->{'city'}, $params->{'email'}, $params->{'itemcount'}, $params->{'titles'}
607 return $csv->string, "\n";
609 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
612 $return .= "$params->{'letter'}->{'content'}\n";
614 # $return .= Data::Dumper->Dump( [ $params->{'borrowernumber'}, $params->{'letter'} ], [qw( borrowernumber letter )] );