1 package Koha::Patrons::Import;
3 # This file is part of Koha.
5 # Koha is free software; you can redistribute it and/or modify it
6 # under the terms of the GNU General Public License as published by
7 # the Free Software Foundation; either version 3 of the License, or
8 # (at your option) any later version.
10 # Koha is distributed in the hope that it will be useful, but
11 # WITHOUT ANY WARRANTY; without even the implied warranty of
12 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
13 # GNU General Public License for more details.
15 # You should have received a copy of the GNU General Public License
16 # along with Koha; if not, see <http://www.gnu.org/licenses>.
24 use Encode qw( decode_utf8 );
31 use Koha::Patron::Categories;
32 use Koha::Patron::Debarments;
37 Koha::Patrons::Import - Perl Module containing import_patrons method exported from import_borrowers script.
41 use Koha::Patrons::Import;
45 This module contains one method for importing patrons in bulk.
51 my $return = Koha::Patrons::Import::import_patrons($params);
53 Applies various checks and imports patrons in bulk from a csv file.
55 Further pod documentation needed here.
59 has 'today_iso' => ( is => 'ro', lazy => 1,
60 default => sub { output_pref( { dt => dt_from_string(), dateonly => 1, dateformat => 'iso' } ); }, );
62 has 'text_csv' => ( is => 'rw', lazy => 1,
63 default => sub { Text::CSV->new( { binary => 1, } ); }, );
66 my ($self, $params) = @_;
68 my $handle = $params->{file};
69 unless( $handle ) { carp('No file handle passed in!'); return; }
71 my $matchpoint = $params->{matchpoint};
72 my $defaults = $params->{defaults};
73 my $ext_preserve = $params->{preserve_extended_attributes};
74 my $overwrite_cardnumber = $params->{overwrite_cardnumber};
75 my $overwrite_passwords = $params->{overwrite_passwords};
76 my $dry_run = $params->{dry_run};
77 my $extended = C4::Context->preference('ExtendedPatronAttributes');
78 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
80 my $schema = Koha::Database->new->schema;
81 $schema->storage->txn_begin if $dry_run;
83 my @columnkeys = $self->set_column_keys($extended);
91 my @imported_borrowers;
92 my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
94 # Use header line to construct key to column map
96 my $borrowerline = <$handle>;
97 my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
98 push(@feedback, { feedback => 1, name => 'headerrow', value => join( ', ', @csvcolumns ) });
100 my @criticals = qw( surname ); # there probably should be others - rm branchcode && categorycode
101 LINE: while ( my $borrowerline = <$handle> ) {
102 my $line_number = $.;
104 my @missing_criticals;
106 my $status = $self->text_csv->parse($borrowerline);
107 my @columns = $self->text_csv->fields();
109 push @missing_criticals, { badparse => 1, line => $line_number, lineraw => decode_utf8($borrowerline) };
111 elsif ( @columns == @columnkeys ) {
112 @borrower{@columnkeys} = @columns;
114 # MJR: try to fill blanks gracefully by using default values
115 foreach my $key (@columnkeys) {
116 if ( $borrower{$key} !~ /\S/ ) {
117 $borrower{$key} = $defaults->{$key};
122 # MJR: try to recover gracefully by using default values
123 foreach my $key (@columnkeys) {
124 if ( defined( $csvkeycol{$key} ) and $columns[ $csvkeycol{$key} ] =~ /\S/ ) {
125 $borrower{$key} = $columns[ $csvkeycol{$key} ];
127 elsif ( $defaults->{$key} ) {
128 $borrower{$key} = $defaults->{$key};
130 elsif ( scalar grep { $key eq $_ } @criticals ) {
132 # a critical field is undefined
133 push @missing_criticals, { key => $key, line => $., lineraw => decode_utf8($borrowerline) };
136 $borrower{$key} = '';
141 $borrower{cardnumber} = undef if $borrower{cardnumber} eq "";
143 # Check if borrower category code exists and if it matches to a known category. Pushing error to missing_criticals otherwise.
144 $self->check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
146 # Check if branch code exists and if it matches to a branch name. Pushing error to missing_criticals otherwise.
147 $self->check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
149 # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
150 $self->format_dates({borrower => \%borrower, lineraw => $borrowerline, line => $line_number, missing_criticals => \@missing_criticals, });
152 if (@missing_criticals) {
153 foreach (@missing_criticals) {
154 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
155 $_->{surname} = $borrower{surname} || 'UNDEF';
158 ( 25 > scalar @errors ) and push @errors, { missing_criticals => \@missing_criticals };
160 # The first 25 errors are enough. Keeping track of 30,000+ would destroy performance.
164 # Generate patron attributes if extended.
165 my $patron_attributes = $self->generate_patron_attributes($extended, $borrower{patron_attributes}, \@feedback);
166 if( $extended ) { delete $borrower{patron_attributes}; } # Not really a field in borrowers.
168 # Default date enrolled and date expiry if not already set.
169 $borrower{dateenrolled} = $self->today_iso() unless $borrower{dateenrolled};
170 $borrower{dateexpiry} = Koha::Patron::Categories->find( $borrower{categorycode} )->get_expiry_date( $borrower{dateenrolled} ) unless $borrower{dateexpiry};
173 my ( $member, $patron );
174 if ( defined($matchpoint) && ( $matchpoint eq 'cardnumber' ) && ( $borrower{'cardnumber'} ) ) {
175 $patron = Koha::Patrons->find( { cardnumber => $borrower{'cardnumber'} } );
177 elsif ( defined($matchpoint) && ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
178 $patron = Koha::Patrons->find( { userid => $borrower{userid} } );
181 if ( defined($matchpoint_attr_type) ) {
182 foreach my $attr (@$patron_attributes) {
183 if ( $attr->{code} eq $matchpoint and $attr->{attribute} ne '' ) {
184 my @borrowernumbers = Koha::Patron::Attributes->search(
186 code => $matchpoint_attr_type->code,
187 attribute => $attr->{attribute}
189 )->get_column('borrowernumber');
191 $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
192 $patron = Koha::Patrons->find( $borrowernumber );
200 $member = $patron->unblessed;
201 $borrowernumber = $member->{'borrowernumber'};
206 if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
209 invalid_cardnumber => 1,
210 borrowernumber => $borrowernumber,
211 cardnumber => $borrower{cardnumber}
218 # Check if the userid provided does not exist yet
219 if ( defined($matchpoint)
220 and $matchpoint ne 'userid'
221 and exists $borrower{userid}
222 and $borrower{userid}
223 and not ( $borrowernumber ? $patron->userid( $borrower{userid} )->has_valid_userid : Koha::Patron->new( { userid => $borrower{userid} } )->has_valid_userid )
225 push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
230 my $guarantor_relationship = $borrower{guarantor_relationship};
231 delete $borrower{guarantor_relationship};
232 my $guarantor_id = $borrower{guarantor_id};
233 delete $borrower{guarantor_id};
235 # Remove warning for int datatype that cannot be null
236 # Argument "" isn't numeric in numeric eq (==) at /usr/share/perl5/DBIx/Class/Row.pm line 1018
238 qw( privacy privacy_guarantor_fines privacy_guarantor_checkouts anonymized login_attempts ))
240 delete $borrower{$field}
241 if exists $borrower{$field} and $borrower{$field} eq "";
244 if ($borrowernumber) {
247 unless ($overwrite_cardnumber) {
253 value => $borrower{'surname'} . ' / ' . $borrowernumber
258 $borrower{'borrowernumber'} = $borrowernumber;
259 for my $col ( keys %borrower ) {
261 # use values from extant patron unless our csv file includes this column or we provided a default.
262 # FIXME : You cannot update a field with a perl-evaluated false value using the defaults.
264 # The password is always encrypted, skip it unless we are forcing overwrite!
265 next if $col eq 'password' && !$overwrite_passwords;
267 unless ( exists( $csvkeycol{$col} ) || $defaults->{$col} ) {
268 $borrower{$col} = $member->{$col} if ( $member->{$col} );
272 my $patron = Koha::Patrons->find( $borrowernumber );
273 eval { $patron->set(\%borrower)->store };
280 # TODO We can raise a better error
281 name => 'lastinvalid',
282 value => $borrower{'surname'} . ' / ' . $borrowernumber
287 # Don't add a new restriction if the existing 'combined' restriction matches this one
288 if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
290 # Check to see if this debarment already exists
291 my $debarrments = GetDebarments(
293 borrowernumber => $borrowernumber,
294 expiration => $borrower{debarred},
295 comment => $borrower{debarredcomment}
299 # If it doesn't, then add it!
300 unless (@$debarrments) {
303 borrowernumber => $borrowernumber,
304 expiration => $borrower{debarred},
305 comment => $borrower{debarredcomment}
310 if ($patron->category->category_type ne 'S' && $overwrite_passwords && defined $borrower{password} && $borrower{password} ne ''){
312 $patron->set_password({ password => $borrower{password} });
315 if ( $_->isa('Koha::Exceptions::Password::TooShort') ) {
316 push @errors, { passwd_too_short => 1, borrowernumber => $borrowernumber, length => $_->{length}, min_length => $_->{min_length} };
318 elsif ( $_->isa('Koha::Exceptions::Password::WhitespaceCharacters') ) {
319 push @errors, { passwd_whitespace => 1, borrowernumber => $borrowernumber } ;
321 elsif ( $_->isa('Koha::Exceptions::Password::TooWeak') ) {
322 push @errors, { passwd_too_weak => 1, borrowernumber => $borrowernumber } ;
324 elsif ( $_->isa('Koha::Exceptions::Password::Plugin') ) {
325 push @errors, { passwd_plugin_err => 1, borrowernumber => $borrowernumber } ;
328 push @errors, { passwd_unknown_err => 1, borrowernumber => $borrowernumber } ;
334 $patron_attributes = $patron->extended_attributes->merge_with( $patron_attributes );
337 # We do not want to filter by branch, maybe we should?
338 Koha::Patrons->find($borrowernumber)->extended_attributes->delete;
339 $patron->extended_attributes($patron_attributes);
342 # FIXME This is not an unknown error, we can do better here
343 push @errors, { unknown_error => 1 };
351 name => 'lastoverwritten',
352 value => $borrower{'surname'} . ' / ' . $borrowernumber
358 Koha::Patron->new(\%borrower)->store;
361 $borrowernumber = $patron->id;
363 if ( $patron->is_debarred ) {
366 borrowernumber => $patron->borrowernumber,
367 expiration => $patron->debarred,
368 comment => $patron->debarredcomment,
374 # FIXME Hum, we did not filter earlier and now we do?
375 $patron->extended_attributes->filter_by_branch_limitations->delete;
376 $patron->extended_attributes($patron_attributes);
379 if ($set_messaging_prefs) {
380 C4::Members::Messaging::SetMessagingPreferencesFromDefaults(
382 borrowernumber => $patron->borrowernumber,
383 categorycode => $patron->categorycode,
389 push @imported_borrowers, $patron->borrowernumber; #for patronlist
394 name => 'lastimported',
395 value => $patron->surname . ' / ' . $patron->borrowernumber,
401 push @errors, { unknown_error => 1 };
405 name => 'lastinvalid',
406 value => $borrower{'surname'} . ' / Create patron',
412 # Add a guarantor if we are given a relationship
413 if ( $guarantor_id ) {
414 my $relationship = Koha::Patron::Relationships->find(
416 guarantee_id => $borrowernumber,
417 guarantor_id => $guarantor_id,
421 if ( $relationship ) {
422 $relationship->relationship( $guarantor_relationship );
423 $relationship->store();
426 Koha::Patron::Relationship->new(
428 guarantee_id => $borrowernumber,
429 relationship => $guarantor_relationship,
430 guarantor_id => $guarantor_id,
437 $schema->storage->txn_rollback if $dry_run;
440 feedback => \@feedback,
442 imported => $imported,
443 overwritten => $overwritten,
444 already_in_db => $alreadyindb,
446 imported_borrowers => \@imported_borrowers,
450 =head2 prepare_columns
452 my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
454 Returns an array of all column key and populates a hash of colunm key positions.
458 sub prepare_columns {
459 my ($self, $params) = @_;
461 my $status = $self->text_csv->parse($params->{headerrow});
463 push( @{$params->{errors}}, { badheader => 1, line => 1, lineraw => $params->{headerrow} });
467 my @csvcolumns = $self->text_csv->fields();
469 foreach my $keycol (@csvcolumns) {
470 # columnkeys don't contain whitespace, but some stupid tools add it
472 $keycol =~ s/^\N{BOM}//; # Strip BOM if exists, otherwise it will be part of first column key
473 $params->{keycol}->{$keycol} = $col++;
479 =head2 set_attribute_types
481 my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
483 Returns an attribute type based on matchpoint parameter.
487 sub set_attribute_types {
488 my ($self, $params) = @_;
491 if( $params->{extended} ) {
492 $attribute_type = Koha::Patron::Attribute::Types->find($params->{matchpoint});
495 return $attribute_type;
498 =head2 set_column_keys
500 my @columnkeys = set_column_keys($extended);
502 Returns an array of borrowers' table columns.
506 sub set_column_keys {
507 my ($self, $extended) = @_;
509 my @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } Koha::Patrons->columns();
510 push( @columnkeys, 'patron_attributes' ) if $extended;
511 push( @columnkeys, qw( guarantor_relationship guarantor_id ) );
516 =head2 generate_patron_attributes
518 my $patron_attributes = generate_patron_attributes($extended, $borrower{patron_attributes}, $feedback);
520 Returns a Koha::Patron::Attributes as expected by Koha::Patron->extended_attributes
524 sub generate_patron_attributes {
525 my ($self, $extended, $string, $feedback) = @_;
527 unless( $extended ) { return; }
528 unless( defined $string ) { return; }
530 # Fixup double quotes in case we are passed smart quotes
531 $string =~ s/\xe2\x80\x9c/"/g;
532 $string =~ s/\xe2\x80\x9d/"/g;
534 push (@$feedback, { feedback => 1, name => 'attribute string', value => $string });
535 return [] unless $string; # Unit tests want the feedback, is it really needed?
537 my $csv = Text::CSV->new({binary => 1}); # binary needed for non-ASCII Unicode
538 my $ok = $csv->parse($string); # parse field again to get subfields!
539 my @list = $csv->fields();
540 my @patron_attributes =
541 sort { $a->{code} cmp $b->{code} || $a->{attribute} cmp $b->{attribute} }
543 my @arr = split /:/, $_, 2;
544 { code => $arr[0], attribute => $arr[1] }
546 return \@patron_attributes;
547 # TODO: error handling (check $ok)
550 =head2 check_branch_code
552 check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
554 Pushes a 'missing_criticals' error entry if no branch code or branch code does not map to a branch name.
558 sub check_branch_code {
559 my ($self, $branchcode, $borrowerline, $line_number, $missing_criticals) = @_;
562 unless( $branchcode ) {
563 push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline), });
567 # look for branch code
568 my $library = Koha::Libraries->find( $branchcode );
570 push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline),
571 value => $branchcode, branch_map => 1, });
575 =head2 check_borrower_category
577 check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
579 Pushes a 'missing_criticals' error entry if no category code or category code does not map to a known category.
583 sub check_borrower_category {
584 my ($self, $categorycode, $borrowerline, $line_number, $missing_criticals) = @_;
587 unless( $categorycode ) {
588 push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline), });
592 # Looking for borrower category
593 my $category = Koha::Patron::Categories->find($categorycode);
594 unless( $category ) {
595 push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline),
596 value => $categorycode, category_map => 1, });
602 format_dates({borrower => \%borrower, lineraw => $lineraw, line => $line_number, missing_criticals => \@missing_criticals, });
604 Pushes a 'missing_criticals' error entry for each of the 3 date types dateofbirth, dateenrolled and dateexpiry if it can not
605 be formatted to the chosen date format. Populates the correctly formatted date otherwise.
610 my ($self, $params) = @_;
612 foreach my $date_type (qw(dateofbirth dateenrolled dateexpiry date_renewed)) {
613 my $tempdate = $params->{borrower}->{$date_type} or next();
614 my $formatted_date = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
616 if ($formatted_date) {
617 $params->{borrower}->{$date_type} = $formatted_date;
619 $params->{borrower}->{$date_type} = '';
620 push (@{$params->{missing_criticals}}, { key => $date_type, line => $params->{line}, lineraw => decode_utf8($params->{lineraw}), bad_date => 1 });