3 # Copyright 2008 Liblime
4 # Copyright 2010 BibLibre
6 # This file is part of Koha.
8 # Koha is free software; you can redistribute it and/or modify it under the
9 # terms of the GNU General Public License as published by the Free Software
10 # Foundation; either version 2 of the License, or (at your option) any later
13 # Koha is distributed in the hope that it will be useful, but WITHOUT ANY
14 # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
15 # A PARTICULAR PURPOSE. See the GNU General Public License for more details.
17 # You should have received a copy of the GNU General Public License along
18 # with Koha; if not, write to the Free Software Foundation, Inc.,
19 # 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
26 # find Koha's Perl modules
27 # test carefully before changing this
29 eval { require "$FindBin::Bin/../kohalib.pl" };
35 use Locale::Currency::Format 1.28;
39 use C4::Dates qw/format_date/;
42 use C4::Overdues qw(GetFine);
46 overdue_notices.pl - prepare messages to be sent to patrons for overdue items
50 overdue_notices.pl [ -n ] [ -library <branchcode> ] [ -library <branchcode>...] [ -max <number of days> ] [ -csv [ <filename> ] ] [ -itemscontent <field list> ]
53 -help brief help message
54 -man full documentation
55 -n No email will be sent
56 -max <days> maximum days overdue to deal with
57 -library <branchname> only deal with overdues from this library (repeatable : several libraries can be given)
58 -csv <filename> populate CSV file
59 -html <filename> Output html to file
60 -itemscontent <list of fields> item information in templates
61 -borcat <categorycode> category code that must be included
62 -borcatout <categorycode> category code that must be excluded
70 Print a brief help message and exits.
74 Prints the manual page and exits.
78 Verbose. Without this flag set, only fatal errors are reported.
82 Do not send any email. Overdue notices that would have been sent to
83 the patrons or to the admin are printed to standard out. CSV data (if
84 the -csv flag is set) is written to standard out or to any csv
89 Items older than max days are assumed to be handled somewhere else,
90 probably the F<longoverdues.pl> script. They are therefore ignored by
91 this program. No notices are sent for them, and they are not added to
92 any CSV files. Defaults to 90 to match F<longoverdues.pl>.
96 select overdues for one specific library. Use the value in the
97 branches.branchcode table. This option can be repeated in order
98 to select overdues for a group of libraries.
102 Produces CSV data. if -n (no mail) flag is set, then this CSV data is
103 sent to standard out or to a filename if provided. Otherwise, only
104 overdues that could not be emailed are sent in CSV format to the admin.
108 Produces html data. if patron does not have a mail address or
109 -n (no mail) flag is set, an html file is generated in the specified
110 directory. This can be downloaded or futher processed by library staff.
112 =item B<-itemscontent>
114 comma separated list of fields that get substituted into templates in
115 places of the E<lt>E<lt>items.contentE<gt>E<gt> placeholder. This
116 defaults to due date,title,barcode,author
118 Other possible values come from fields in the biblios, items and
123 Repetable field, that permit to select only few of patrons categories.
127 Repetable field, permis to exclude some patrons categories.
129 =item B<-t> | B<--triggered>
131 This option causes a notice to be generated if and only if
132 an item is overdue by the number of days defined in a notice trigger.
134 By default, a notice is sent each time the script runs, which is suitable for
135 less frequent run cron script, but requires syncing notice triggers with
136 the cron schedule to ensure proper behavior.
137 Add the --triggered option for daily cron, at the risk of no notice
138 being generated if the cron fails to run on time.
142 Default items.content lists only those items that fall in the
143 range of the currently processing notice.
144 Choose list-all to include all overdue items in the list (limited by B<-max> setting).
148 use it in order to send overdues on a specific date and not Now.
154 This script is designed to alert patrons and administrators of overdue
159 This script pays attention to the overdue notice configuration
160 performed in the "Overdue notice/status triggers" section of the
161 "Tools" area of the staff interface to Koha. There, you can choose
162 which letter templates are sent out after a configurable number of
163 days to patrons of each library. More information about the use of this
164 section of Koha is available in the Koha manual.
166 The templates used to craft the emails are defined in the "Tools:
167 Notices" section of the staff interface to Koha.
169 =head2 Outgoing emails
171 Typically, messages are prepared for each patron with overdue
172 items. Messages for whom there is no email address on file are
173 collected and sent as attachments in a single email to each library
174 administrator, or if that is not set, then to the email address in the
175 C<KohaAdminEmailAddress> system preference.
177 These emails are staged in the outgoing message queue, as are messages
178 produced by other features of Koha. This message queue must be
179 processed regularly by the
180 F<misc/cronjobs/process_message_queue.pl> program.
182 In the event that the C<-n> flag is passed to this program, no emails
183 are sent. Instead, messages are sent on standard output from this
184 program. They may be redirected to a file if desired.
188 Templates can contain variables enclosed in double angle brackets like
189 E<lt>E<lt>thisE<gt>E<gt>. Those variables will be replaced with values
190 specific to the overdue items or relevant patron. Available variables
195 =item E<lt>E<lt>bibE<gt>E<gt>
197 the name of the library
199 =item E<lt>E<lt>items.contentE<gt>E<gt>
201 one line for each item, each line containing a tab separated list of
202 title, author, barcode, issuedate
204 =item E<lt>E<lt>borrowers.*E<gt>E<gt>
206 any field from the borrowers table
208 =item E<lt>E<lt>branches.*E<gt>E<gt>
210 any field from the branches table
216 The C<-csv> command line option lets you specify a file to which
217 overdues data should be output in CSV format.
219 With the C<-n> flag set, data about all overdues is written to the
220 file. Without that flag, only information about overdues that were
221 unable to be sent directly to the patrons will be written. In other
222 words, this CSV file replaces the data that is typically sent to the
223 administrator email address.
225 =head1 USAGE EXAMPLES
227 C<overdue_notices.pl> - In this most basic usage, with no command line
228 arguments, all libraries are procesed individually, and notices are
229 prepared for all patrons with overdue items for whom we have email
230 addresses. Messages for those patrons for whom we have no email
231 address are sent in a single attachment to the library administrator's
232 email address, or to the address in the KohaAdminEmailAddress system
235 C<overdue_notices.pl -n -csv /tmp/overdues.csv> - sends no email and
236 populates F</tmp/overdues.csv> with information about all overdue
239 C<overdue_notices.pl -library MAIN max 14> - prepare notices of
240 overdues in the last 2 weeks for the MAIN library.
244 The F<misc/cronjobs/advance_notices.pl> program allows you to send
245 messages to patrons in advance of thier items becoming due, or to
246 alert them of items that have just become due.
250 # These variables are set by command line options.
251 # They are initially set to default values.
252 my $dbh = C4::Context->dbh();
258 my @branchcodes; # Branch(es) passed as parameter
263 my $itemscontent = join( ',', qw( date_due title barcode author itemnumber ) );
274 'library=s' => \@branchcodes,
275 'csv:s' => \$csvfilename, # this optional argument gets '' if not supplied.
276 'html:s' => \$htmlfilename, # this optional argument gets '' if not supplied.
277 'itemscontent=s' => \$itemscontent,
278 'list-all' => \$listall,
279 't|triggered' => \$triggered,
281 'borcat=s' => \@myborcat,
282 'borcatout=s' => \@myborcatout,
284 pod2usage(1) if $help;
285 pod2usage( -verbose => 2 ) if $man;
287 if ( defined $csvfilename && $csvfilename =~ /^-/ ) {
288 warn qq(using "$csvfilename" as filename, that seems odd);
291 my @overduebranches = C4::Overdues::GetBranchcodesWithOverdueRules(); # Branches with overdue rules
292 my @branches; # Branches passed as parameter with overdue rules
293 my $branchcount = scalar(@overduebranches);
295 my $overduebranch_word = scalar @overduebranches > 1 ? 'branches' : 'branch';
296 my $branchcodes_word = scalar @branchcodes > 1 ? 'branches' : 'branch';
298 my $PrintNoticesMaxLines = C4::Context->preference('PrintNoticesMaxLines');
301 $verbose and warn "Found $branchcount $overduebranch_word with first message enabled: " . join( ', ', map { "'$_'" } @overduebranches ), "\n";
303 die 'No branches with active overduerules';
307 $verbose and warn "$branchcodes_word @branchcodes passed on parameter\n";
309 # Getting libraries which have overdue rules
310 my %seen = map { $_ => 1 } @branchcodes;
311 @branches = grep { $seen{$_} } @overduebranches;
316 my $branch_word = scalar @branches > 1 ? 'branches' : 'branch';
317 $verbose and warn "$branch_word @branches have overdue rules\n";
321 $verbose and warn "No active overduerules for $branchcodes_word '@branchcodes'\n";
322 ( scalar grep { '' eq $_ } @branches )
323 or die "No active overduerules for DEFAULT either!";
324 $verbose and warn "Falling back on default rules for @branchcodes\n";
330 $date=$dbh->quote($date);
336 # these are the fields that will be substituted into <<item.content>>
337 my @item_content_fields = split( /,/, $itemscontent );
339 binmode( STDOUT, ':encoding(UTF-8)' );
342 our $csv; # the Text::CSV_XS object
343 our $csv_fh; # the filehandle to the CSV file.
344 if ( defined $csvfilename ) {
345 my $sep_char = C4::Context->preference('delimiter') || ',';
346 $sep_char = "\t" if ($sep_char eq 'tabulation');
347 $csv = Text::CSV_XS->new( { binary => 1 , sep_char => $sep_char } );
348 if ( $csvfilename eq '' ) {
351 open $csv_fh, ">", $csvfilename or die "unable to open $csvfilename: $!";
353 if ( $csv->combine(qw(name surname address1 address2 zipcode city country email itemcount itemsinfo)) ) {
354 print $csv_fh $csv->string, "\n";
356 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
360 @branches = @overduebranches unless @branches;
362 if ( defined $htmlfilename ) {
363 if ( $htmlfilename eq '' ) {
366 my $today = DateTime->now(time_zone => C4::Context->tz );
367 open $html_fh, ">",File::Spec->catdir ($htmlfilename,"notices-".$today->ymd().".html");
370 print $html_fh "<html>\n";
371 print $html_fh "<head>\n";
372 print $html_fh "<style type='text/css'>\n";
373 print $html_fh "pre {page-break-after: always;}\n";
374 print $html_fh "pre {white-space: pre-wrap;}\n";
375 print $html_fh "pre {white-space: -moz-pre-wrap;}\n";
376 print $html_fh "pre {white-space: -o-pre-wrap;}\n";
377 print $html_fh "pre {word-wrap: break-work;}\n";
378 print $html_fh "</style>\n";
379 print $html_fh "</head>\n";
380 print $html_fh "<body>\n";
383 foreach my $branchcode (@branches) {
385 my $branch_details = C4::Branch::GetBranchDetail($branchcode);
386 my $admin_email_address = $branch_details->{'branchemail'} || C4::Context->preference('KohaAdminEmailAddress');
387 my @output_chunks; # may be sent to mail or stdout or csv file.
389 $verbose and warn sprintf "branchcode : '%s' using %s\n", $branchcode, $admin_email_address;
391 my $sth2 = $dbh->prepare( <<"END_SQL" );
392 SELECT biblio.*, items.*, issues.*, biblioitems.itemtype, TO_DAYS($date)-TO_DAYS(date_due) AS days_overdue
393 FROM issues,items,biblio, biblioitems
394 WHERE items.itemnumber=issues.itemnumber
395 AND biblio.biblionumber = items.biblionumber
396 AND biblio.biblionumber = biblioitems.biblionumber
397 AND issues.borrowernumber = ?
398 AND TO_DAYS($date)-TO_DAYS(date_due) BETWEEN ? and ?
401 my $query = "SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = ? ";
402 $query .= " AND categorycode IN (".join( ',' , ('?') x @myborcat ).") " if (@myborcat);
403 $query .= " AND categorycode NOT IN (".join( ',' , ('?') x @myborcatout ).") " if (@myborcatout);
405 my $rqoverduerules = $dbh->prepare($query);
406 $rqoverduerules->execute($branchcode, @myborcat, @myborcatout);
408 # We get default rules is there is no rule for this branch
409 if($rqoverduerules->rows == 0){
410 $query = "SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = '' ";
411 $query .= " AND categorycode IN (".join( ',' , ('?') x @myborcat ).") " if (@myborcat);
412 $query .= " AND categorycode NOT IN (".join( ',' , ('?') x @myborcatout ).") " if (@myborcatout);
414 $rqoverduerules = $dbh->prepare($query);
415 $rqoverduerules->execute(@myborcat, @myborcatout);
418 # my $outfile = 'overdues_' . ( $mybranch || $branchcode || 'default' );
419 while ( my $overdue_rules = $rqoverduerules->fetchrow_hashref ) {
420 PERIOD: foreach my $i ( 1 .. 3 ) {
422 $verbose and warn "branch '$branchcode', pass $i\n";
423 my $mindays = $overdue_rules->{"delay$i"}; # the notice will be sent after mindays days (grace period)
425 $overdue_rules->{ "delay" . ( $i + 1 ) }
426 ? $overdue_rules->{ "delay" . ( $i + 1 ) } - 1
428 ); # issues being more than maxdays late are managed somewhere else. (borrower probably suspended)
430 if ( !$overdue_rules->{"letter$i"} ) {
431 $verbose and warn "No letter$i code for branch '$branchcode'";
435 # $letter->{'content'} is the text of the mail that is sent.
436 # this text contains fields that are replaced by their value. Those fields must be written between brackets
437 # The following fields are available :
438 # 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).
439 # <date> <itemcount> <firstname> <lastname> <address1> <address2> <address3> <city> <postcode> <country>
441 my $borrower_sql = <<'END_SQL';
442 SELECT distinct(issues.borrowernumber), firstname, surname, address, address2, city, zipcode, country, email
443 FROM issues,borrowers,categories
444 WHERE issues.borrowernumber=borrowers.borrowernumber
445 AND borrowers.categorycode=categories.categorycode
447 my @borrower_parameters;
449 $borrower_sql .= ' AND issues.branchcode=? ';
450 push @borrower_parameters, $branchcode;
452 if ( $overdue_rules->{categorycode} ) {
453 $borrower_sql .= ' AND borrowers.categorycode=? ';
454 push @borrower_parameters, $overdue_rules->{categorycode};
456 $borrower_sql .= ' AND categories.overduenoticerequired=1 ';
458 $borrower_sql .= " AND TO_DAYS($date)-TO_DAYS(date_due) = ?";
459 push @borrower_parameters, $mindays;
461 $borrower_sql .= " AND TO_DAYS($date)-TO_DAYS(date_due) BETWEEN ? and ? " ;
462 push @borrower_parameters, $mindays, $maxdays;
465 # $sth gets borrower info iff at least one overdue item has triggered the overdue action.
466 my $sth = $dbh->prepare($borrower_sql);
467 $sth->execute(@borrower_parameters);
468 $verbose and warn $borrower_sql . "\n $branchcode | " . $overdue_rules->{'categorycode'} . "\n ($mindays, $maxdays)\nreturns " . $sth->rows . " rows";
470 while ( my ( $borrowernumber, $firstname, $lastname,
471 $address1, $address2, $city, $postcode, $country, $email
474 $verbose and warn "borrower $firstname, $lastname ($borrowernumber) has items triggering level $i.";
476 if ( $overdue_rules->{"debarred$i"} ) {
478 #action taken is debarring
479 C4::Members::DebarMember($borrowernumber, '9999-12-31');
480 $verbose and warn "debarring $borrowernumber $firstname $lastname\n";
482 my @params = ($listall ? ( $borrowernumber , 1 , $MAX ) : ( $borrowernumber, $mindays, $maxdays ));
483 $verbose and warn "STH2 PARAMS: borrowernumber = $borrowernumber, mindays = $mindays, maxdays = $maxdays";
484 $sth2->execute(@params);
490 my $exceededPrintNoticesMaxLines = 0;
491 while ( my $item_info = $sth2->fetchrow_hashref() ) {
492 if ( ( !$email || $nomail ) && $PrintNoticesMaxLines && $j >= $PrintNoticesMaxLines ) {
493 $exceededPrintNoticesMaxLines = 1;
497 my @item_info = map { $_ =~ /^date|date$/ ? format_date( $item_info->{$_} ) : $item_info->{$_} || '' } @item_content_fields;
498 $titles .= join("\t", @item_info) . "\n";
500 push @items, $item_info;
504 my $letter = parse_letter(
505 { letter_code => $overdue_rules->{"letter$i"},
506 borrowernumber => $borrowernumber,
507 branchcode => $branchcode,
509 substitute => { # this appears to be a hack to overcome incomplete features in this code.
510 bib => $branch_details->{'branchname'}, # maybe 'bib' is a typo for 'lib<rary>'?
511 'items.content' => $titles,
512 'count' => $itemcount,
517 $verbose and warn "Message '$overdue_rules->{letter$i}' content not found";
519 # might as well skip while PERIOD, no other borrowers are going to work.
520 # FIXME : Does this mean a letter must be defined in order to trigger a debar ?
524 if ( $exceededPrintNoticesMaxLines ) {
525 $letter->{'content'} .= "List too long for form; please check your account online for a complete list of your overdue items.";
528 my @misses = grep { /./ } map { /^([^>]*)[>]+/; ( $1 || '' ); } split /\</, $letter->{'content'};
530 $verbose and warn "The following terms were not matched and replaced: \n\t" . join "\n\t", @misses;
532 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # Now that we've warned about them, remove them.
533 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # 2nd pass for the double nesting.
538 prepare_letter_for_printing(
540 borrowernumber => $borrowernumber,
541 firstname => $firstname,
542 lastname => $lastname,
543 address1 => $address1,
544 address2 => $address2,
546 postcode => $postcode,
549 itemcount => $itemcount,
551 outputformat => defined $csvfilename ? 'csv' : defined $htmlfilename ? 'html' : '',
556 C4::Letters::EnqueueLetter(
558 borrowernumber => $borrowernumber,
559 message_transport_type => 'email',
560 from_address => $admin_email_address,
565 # If we don't have an email address for this patron, send it to the admin to deal with.
567 prepare_letter_for_printing(
569 borrowernumber => $borrowernumber,
570 firstname => $firstname,
571 lastname => $lastname,
572 address1 => $address1,
573 address2 => $address2,
575 postcode => $postcode,
578 itemcount => $itemcount,
580 outputformat => defined $csvfilename ? 'csv' : defined $htmlfilename ? 'html' : '',
590 if (@output_chunks) {
591 if ( defined $csvfilename ) {
592 print $csv_fh @output_chunks;
594 elsif ( defined $htmlfilename ) {
595 print $html_fh @output_chunks;
598 local $, = "\f"; # pagebreak
599 print @output_chunks;
601 # Generate the content of the csv with headers
602 my $content = join(";", qw(title name surname address1 address2 zipcode city country email itemcount itemsinfo due_date issue_date)) . "\n";
603 $content .= join( "\n", @output_chunks );
606 filename => defined $csvfilename ? 'attachment.csv' : 'attachment.txt',
607 type => 'text/plain',
612 title => 'Overdue Notices',
613 content => 'These messages were not sent directly to the patrons.',
615 C4::Letters::EnqueueLetter(
617 borrowernumber => undef,
618 message_transport_type => 'email',
619 attachments => [$attachment],
620 to_address => $admin_email_address,
627 # note that we're not testing on $csv_fh to prevent closing
632 if ( defined $htmlfilename ) {
633 print $html_fh "</body>\n";
634 print $html_fh "</html>\n";
638 =head1 INTERNAL METHODS
640 These methods are internal to the operation of overdue_notices.pl.
644 parses the letter template, replacing the placeholders with data
645 specific to this patron, biblio, or item
648 letter - required hashref
649 borrowernumber - required integer
650 substitute - optional hashref of other key/value pairs that should
651 be substituted in the letter content
653 returns the C<letter> hashref, with the content updated to reflect the
654 substituted keys and values.
661 foreach my $required (qw( letter_code borrowernumber )) {
662 return unless ( exists $params->{$required} && $params->{$required} );
665 my $substitute = $params->{'substitute'} || {};
666 $substitute->{today} ||= C4::Dates->new()->output("syspref");
668 my %tables = ( 'borrowers' => $params->{'borrowernumber'} );
669 if ( my $p = $params->{'branchcode'} ) {
670 $tables{'branches'} = $p;
674 if ( defined $params->{'letter'}->{'content'}
675 and $params->{'letter'}->{'content'} =~ m/<fine>(.*)<\/fine>/o )
676 { # process any fine tags...
677 $currency_format = $1;
678 $params->{'letter'}->{'content'} =~ s/<fine>.*<\/fine>/<<item.fine>>/o;
682 if ( my $i = $params->{'items'} ) {
683 my $item_format = '';
684 foreach my $item (@$i) {
685 my $fine = GetFine($item->{'itemnumber'}, $params->{'borrowernumber'});
686 if ( !$item_format and defined $params->{'letter'}->{'content'} ) {
687 $params->{'letter'}->{'content'} =~ m/(<item>.*<\/item>)/;
691 $item->{'fine'} = currency_format($currency_format, "$fine", FMT_SYMBOL)
695 'biblio' => $item->{'biblionumber'},
696 'biblioitems' => $item->{'biblionumber'},
698 'issues' => $item->{'itemnumber'},
703 return C4::Letters::GetPreparedLetter (
704 module => 'circulation',
705 letter_code => $params->{'letter_code'},
706 branchcode => $params->{'branchcode'},
708 substitute => $substitute,
709 repeat => { item => \@item_tables },
713 =head2 prepare_letter_for_printing
715 returns a string of text appropriate for printing in the event that an
716 overdue notice will not be sent to the patron's email
717 address. Depending on the desired output format, this may be a CSV
718 string, or a human-readable representation of the notice.
729 sub prepare_letter_for_printing {
732 return unless ref $params eq 'HASH';
734 foreach my $required_parameter (qw( letter borrowernumber )) {
735 return unless defined $params->{$required_parameter};
739 if ( exists $params->{'outputformat'} && $params->{'outputformat'} eq 'csv' ) {
741 $params->{'firstname'}, $params->{'lastname'}, $params->{'address1'}, $params->{'address2'}, $params->{'postcode'},
742 $params->{'city'}, $params->{'country'}, $params->{'email'}, $params->{'itemcount'}, $params->{'titles'}
745 return $csv->string, "\n";
747 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
749 } elsif ( exists $params->{'outputformat'} && $params->{'outputformat'} eq 'html' ) {
751 $return .= "$params->{'letter'}->{'content'}\n";
752 $return .= "\n</pre>\n";
754 $return .= "$params->{'letter'}->{'content'}\n";
756 # $return .= Data::Dumper->Dump( [ $params->{'borrowernumber'}, $params->{'letter'} ], [qw( borrowernumber letter )] );