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
56 -borcat <categorycode> category code that must be included
57 -borcatout <categorycode> category code that must be excluded
65 Print a brief help message and exits.
69 Prints the manual page and exits.
73 Verbose. Without this flag set, only fatal errors are reported.
77 Do not send any email. Overdue notices that would have been sent to
78 the patrons or to the admin are printed to standard out. CSV data (if
79 the -csv flag is set) is written to standard out or to any csv
84 Items older than max days are assumed to be handled somewhere else,
85 probably the F<longoverdues.pl> script. They are therefore ignored by
86 this program. No notices are sent for them, and they are not added to
87 any CSV files. Defaults to 90 to match F<longoverdues.pl>.
91 select overdues for one specific library. Use the value in the
92 branches.branchcode table. This option can be repeated in order
93 to select overdues for a group of libraries.
97 Produces CSV data. if -n (no mail) flag is set, then this CSV data is
98 sent to standard out or to a filename if provided. Otherwise, only
99 overdues that could not be emailed are sent in CSV format to the admin.
101 =item B<-itemscontent>
103 comma separated list of fields that get substituted into templates in
104 places of the E<lt>E<lt>items.contentE<gt>E<gt> placeholder. This
105 defaults to issuedate,title,barcode,author
107 Other possible values come from fields in the biblios, items, and
112 Repetable field, that permit to select only few of patrons categories.
116 Repetable field, permis to exclude some patrons categories.
118 =item B<-t> | B<--triggered>
120 This option causes a notice to be generated if and only if
121 an item is overdue by the number of days defined in a notice trigger.
123 By default, a notice is sent each time the script runs, which is suitable for
124 less frequent run cron script, but requires syncing notice triggers with
125 the cron schedule to ensure proper behavior.
126 Add the --triggered option for daily cron, at the risk of no notice
127 being generated if the cron fails to run on time.
131 Default items.content lists only those items that fall in the
132 range of the currently processing notice.
133 Choose list-all to include all overdue items in the list (limited by B<-max> setting).
139 This script is designed to alert patrons and administrators of overdue
144 This script pays attention to the overdue notice configuration
145 performed in the "Overdue notice/status triggers" section of the
146 "Tools" area of the staff interface to Koha. There, you can choose
147 which letter templates are sent out after a configurable number of
148 days to patrons of each library. More information about the use of this
149 section of Koha is available in the Koha manual.
151 The templates used to craft the emails are defined in the "Tools:
152 Notices" section of the staff interface to Koha.
154 =head2 Outgoing emails
156 Typically, messages are prepared for each patron with overdue
157 items. Messages for whom there is no email address on file are
158 collected and sent as attachments in a single email to each library
159 administrator, or if that is not set, then to the email address in the
160 C<KohaAdminEmailAddress> system preference.
162 These emails are staged in the outgoing message queue, as are messages
163 produced by other features of Koha. This message queue must be
164 processed regularly by the
165 F<misc/cronjobs/process_message_queue.pl> program.
167 In the event that the C<-n> flag is passed to this program, no emails
168 are sent. Instead, messages are sent on standard output from this
169 program. They may be redirected to a file if desired.
173 Templates can contain variables enclosed in double angle brackets like
174 E<lt>E<lt>thisE<gt>E<gt>. Those variables will be replaced with values
175 specific to the overdue items or relevant patron. Available variables
180 =item E<lt>E<lt>bibE<gt>E<gt>
182 the name of the library
184 =item E<lt>E<lt>items.contentE<gt>E<gt>
186 one line for each item, each line containing a tab separated list of
187 title, author, barcode, issuedate
189 =item E<lt>E<lt>borrowers.*E<gt>E<gt>
191 any field from the borrowers table
193 =item E<lt>E<lt>branches.*E<gt>E<gt>
195 any field from the branches table
201 The C<-csv> command line option lets you specify a file to which
202 overdues data should be output in CSV format.
204 With the C<-n> flag set, data about all overdues is written to the
205 file. Without that flag, only information about overdues that were
206 unable to be sent directly to the patrons will be written. In other
207 words, this CSV file replaces the data that is typically sent to the
208 administrator email address.
210 =head1 USAGE EXAMPLES
212 C<overdue_notices.pl> - In this most basic usage, with no command line
213 arguments, all libraries are procesed individually, and notices are
214 prepared for all patrons with overdue items for whom we have email
215 addresses. Messages for those patrons for whom we have no email
216 address are sent in a single attachment to the library administrator's
217 email address, or to the address in the KohaAdminEmailAddress system
220 C<overdue_notices.pl -n -csv /tmp/overdues.csv> - sends no email and
221 populates F</tmp/overdues.csv> with information about all overdue
224 C<overdue_notices.pl -library MAIN max 14> - prepare notices of
225 overdues in the last 2 weeks for the MAIN library.
229 The F<misc/cronjobs/advance_notices.pl> program allows you to send
230 messages to patrons in advance of thier items becoming due, or to
231 alert them of items that have just become due.
235 # These variables are set by command line options.
236 # They are initially set to default values.
237 my $dbh = C4::Context->dbh();
243 my @branchcodes; # Branch(es) passed as parameter
247 my $itemscontent = join( ',', qw( issuedate title barcode author ) );
257 'library=s' => \@branchcodes,
258 'csv:s' => \$csvfilename, # this optional argument gets '' if not supplied.
259 'itemscontent=s' => \$itemscontent,
260 'list-all' => \$listall,
261 't|triggered' => \$triggered,
262 'borcat=s' => \@myborcat,
263 'borcatout=s' => \@myborcatout,
265 pod2usage(1) if $help;
266 pod2usage( -verbose => 2 ) if $man;
268 if ( defined $csvfilename && $csvfilename =~ /^-/ ) {
269 warn qq(using "$csvfilename" as filename, that seems odd);
272 my @overduebranches = C4::Overdues::GetBranchcodesWithOverdueRules(); # Branches with overdue rules
273 my @branches; # Branches passed as parameter with overdue rules
274 my $branchcount = scalar(@overduebranches);
276 my $overduebranch_word = scalar @overduebranches > 1 ? 'branches' : 'branch';
277 my $branchcodes_word = scalar @branchcodes > 1 ? 'branches' : 'branch';
280 $verbose and warn "Found $branchcount $overduebranch_word with first message enabled: " . join( ', ', map { "'$_'" } @overduebranches ), "\n";
282 die 'No branches with active overduerules';
286 $verbose and warn "$branchcodes_word @branchcodes passed on parameter\n";
288 # Getting libraries which have overdue rules
289 my %seen = map { $_ => 1 } @branchcodes;
290 @branches = grep { $seen{$_} } @overduebranches;
293 if (@overduebranches) {
295 my $branch_word = scalar @branches > 1 ? 'branches' : 'branch';
296 $verbose and warn "$branch_word @branches have overdue rules\n";
300 $verbose and warn "No active overduerules for $branchcodes_word '@branchcodes'\n";
301 ( scalar grep { '' eq $_ } @branches )
302 or die "No active overduerules for DEFAULT either!";
303 $verbose and warn "Falling back on default rules for @branchcodes\n";
308 # these are the fields that will be substituted into <<item.content>>
309 my @item_content_fields = split( /,/, $itemscontent );
311 binmode( STDOUT, ":utf8" );
313 our $csv; # the Text::CSV_XS object
314 our $csv_fh; # the filehandle to the CSV file.
315 if ( defined $csvfilename ) {
316 my $sep_char = C4::Context->preference('delimiter') || ',';
317 $csv = Text::CSV_XS->new( { binary => 1 , sep_char => $sep_char } );
318 if ( $csvfilename eq '' ) {
321 open $csv_fh, ">", $csvfilename or die "unable to open $csvfilename: $!";
323 if ( $csv->combine(qw(name surname address1 address2 zipcode city country email itemcount itemsinfo)) ) {
324 print $csv_fh $csv->string, "\n";
326 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
330 @branches = @overduebranches unless @branches;
331 foreach my $branchcode (@branches) {
333 my $branch_details = C4::Branch::GetBranchDetail($branchcode);
334 my $admin_email_address = $branch_details->{'branchemail'} || C4::Context->preference('KohaAdminEmailAddress');
335 my @output_chunks; # may be sent to mail or stdout or csv file.
337 $verbose and warn sprintf "branchcode : '%s' using %s\n", $branchcode, $admin_email_address;
339 my $sth2 = $dbh->prepare( <<'END_SQL' );
340 SELECT biblio.*, items.*, issues.*, TO_DAYS(NOW())-TO_DAYS(date_due) AS days_overdue
341 FROM issues,items,biblio
342 WHERE items.itemnumber=issues.itemnumber
343 AND biblio.biblionumber = items.biblionumber
344 AND issues.borrowernumber = ?
345 AND TO_DAYS(NOW())-TO_DAYS(date_due) BETWEEN ? and ?
348 my $query = "SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = ? ";
349 $query .= " AND categorycode IN (".join( ',' , ('?') x @myborcat ).") " if (@myborcat);
350 $query .= " AND categorycode NOT IN (".join( ',' , ('?') x @myborcatout ).") " if (@myborcatout);
352 my $rqoverduerules = $dbh->prepare($query);
353 $rqoverduerules->execute($branchcode, @myborcat, @myborcatout);
355 # We get default rules is there is no rule for this branch
356 if($rqoverduerules->rows == 0){
357 $query = "SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = '' ";
358 $query .= " AND categorycode IN (".join( ',' , ('?') x @myborcat ).") " if (@myborcat);
359 $query .= " AND categorycode NOT IN (".join( ',' , ('?') x @myborcatout ).") " if (@myborcatout);
361 $rqoverduerules = $dbh->prepare($query);
362 $rqoverduerules->execute(@myborcat, @myborcatout);
365 # my $outfile = 'overdues_' . ( $mybranch || $branchcode || 'default' );
366 while ( my $overdue_rules = $rqoverduerules->fetchrow_hashref ) {
367 PERIOD: foreach my $i ( 1 .. 3 ) {
369 $verbose and warn "branch '$branchcode', pass $i\n";
370 my $mindays = $overdue_rules->{"delay$i"}; # the notice will be sent after mindays days (grace period)
372 $overdue_rules->{ "delay" . ( $i + 1 ) }
373 ? $overdue_rules->{ "delay" . ( $i + 1 ) }
375 ); # issues being more than maxdays late are managed somewhere else. (borrower probably suspended)
377 if ( !$overdue_rules->{"letter$i"} ) {
378 $verbose and warn "No letter$i code for branch '$branchcode'";
382 # $letter->{'content'} is the text of the mail that is sent.
383 # this text contains fields that are replaced by their value. Those fields must be written between brackets
384 # The following fields are available :
385 # 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).
386 # <date> <itemcount> <firstname> <lastname> <address1> <address2> <address3> <city> <postcode>
388 my $borrower_sql = <<'END_SQL';
389 SELECT COUNT(*), issues.borrowernumber, firstname, surname, address, address2, city, zipcode, country, email, MIN(date_due) as longest_issue
390 FROM issues,borrowers,categories
391 WHERE issues.borrowernumber=borrowers.borrowernumber
392 AND borrowers.categorycode=categories.categorycode
394 my @borrower_parameters;
396 $borrower_sql .= ' AND issues.branchcode=? ';
397 push @borrower_parameters, $branchcode;
399 if ( $overdue_rules->{categorycode} ) {
400 $borrower_sql .= ' AND borrowers.categorycode=? ';
401 push @borrower_parameters, $overdue_rules->{categorycode};
403 $borrower_sql .= ' AND categories.overduenoticerequired=1
404 GROUP BY issues.borrowernumber ';
406 $borrower_sql .= ' HAVING TO_DAYS(NOW())-TO_DAYS(longest_issue) = ?';
407 push @borrower_parameters, $mindays;
409 $borrower_sql .= ' HAVING TO_DAYS(NOW())-TO_DAYS(longest_issue) BETWEEN ? and ? ' ;
410 push @borrower_parameters, $mindays, $maxdays;
413 # $sth gets borrower info iff at least one overdue item has triggered the overdue action.
414 my $sth = $dbh->prepare($borrower_sql);
415 $sth->execute(@borrower_parameters);
416 $verbose and warn $borrower_sql . "\n $branchcode | " . $overdue_rules->{'categorycode'} . "\n ($mindays, $maxdays)\nreturns " . $sth->rows . " rows";
418 while ( my ($itemcount, $borrowernumber, $firstname, $lastname,
419 $address1, $address2, $city, $postcode, $country, $email,
420 $longest_issue ) = $sth->fetchrow )
422 $verbose and warn "borrower $firstname, $lastname ($borrowernumber) has $itemcount items triggering level $i.";
424 my $letter = C4::Letters::getletter( 'circulation', $overdue_rules->{"letter$i"} );
426 $verbose and warn "Message '$overdue_rules->{letter$i}' content not found";
428 # might as well skip while PERIOD, no other borrowers are going to work.
429 # FIXME : Does this mean a letter must be defined in order to trigger a debar ?
433 if ( $overdue_rules->{"debarred$i"} ) {
435 #action taken is debarring
436 C4::Members::DebarMember($borrowernumber);
437 $verbose and warn "debarring $borrowernumber $firstname $lastname\n";
439 $sth2->execute( ($listall) ? ( $borrowernumber , 1 , $MAX ) : ( $borrowernumber, $mindays, $maxdays ) );
442 while ( my $item_info = $sth2->fetchrow_hashref() ) {
443 my @item_info = map { $_ =~ /^date|date$/ ? format_date( $item_info->{$_} ) : $item_info->{$_} || '' } @item_content_fields;
444 $titles .= join("\t", @item_info) . "\n";
449 $letter = parse_letter(
451 borrowernumber => $borrowernumber,
452 branchcode => $branchcode,
454 bib => $branch_details->{'branchname'},
455 'items.content' => $titles
460 my @misses = grep { /./ } map { /^([^>]*)[>]+/; ( $1 || '' ); } split /\</, $letter->{'content'};
462 $verbose and warn "The following terms were not matched and replaced: \n\t" . join "\n\t", @misses;
464 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # Now that we've warned about them, remove them.
465 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # 2nd pass for the double nesting.
470 prepare_letter_for_printing(
472 borrowernumber => $borrowernumber,
473 firstname => $firstname,
474 lastname => $lastname,
475 address1 => $address1,
476 address2 => $address2,
478 postcode => $postcode,
480 itemcount => $itemcount,
482 outputformat => defined $csvfilename ? 'csv' : '',
487 C4::Letters::EnqueueLetter(
489 borrowernumber => $borrowernumber,
490 message_transport_type => 'email',
491 from_address => $admin_email_address,
496 # If we don't have an email address for this patron, send it to the admin to deal with.
498 prepare_letter_for_printing(
500 borrowernumber => $borrowernumber,
501 firstname => $firstname,
502 lastname => $lastname,
503 address1 => $address1,
504 address2 => $address2,
506 postcode => $postcode,
508 itemcount => $itemcount,
510 outputformat => defined $csvfilename ? 'csv' : '',
520 if (@output_chunks) {
522 if ( defined $csvfilename ) {
523 print $csv_fh @output_chunks;
525 local $, = "\f"; # pagebreak
526 print @output_chunks;
530 filename => defined $csvfilename ? 'attachment.csv' : 'attachment.txt',
531 type => 'text/plain',
532 content => join( "\n", @output_chunks )
536 title => 'Overdue Notices',
537 content => 'These messages were not sent directly to the patrons.',
539 C4::Letters::EnqueueLetter(
541 borrowernumber => undef,
542 message_transport_type => 'email',
543 attachments => [$attachment],
544 to_address => $admin_email_address,
553 # note that we're not testing on $csv_fh to prevent closing
558 =head1 INTERNAL METHODS
560 These methods are internal to the operation of overdue_notices.pl.
564 parses the letter template, replacing the placeholders with data
565 specific to this patron, biblio, or item
568 letter - required hashref
569 borrowernumber - required integer
570 substitute - optional hashref of other key/value pairs that should
571 be substituted in the letter content
573 returns the C<letter> hashref, with the content updated to reflect the
574 substituted keys and values.
581 foreach my $required (qw( letter borrowernumber )) {
582 return unless exists $params->{$required};
585 if ( $params->{'substitute'} ) {
586 while ( my ( $key, $replacedby ) = each %{ $params->{'substitute'} } ) {
587 my $replacefield = "<<$key>>";
589 $params->{'letter'}->{title} =~ s/$replacefield/$replacedby/g;
590 $params->{'letter'}->{content} =~ s/$replacefield/$replacedby/g;
594 C4::Letters::parseletter( $params->{'letter'}, 'borrowers', $params->{'borrowernumber'} );
596 if ( $params->{'branchcode'} ) {
597 C4::Letters::parseletter( $params->{'letter'}, 'branches', $params->{'branchcode'} );
600 if ( $params->{'biblionumber'} ) {
601 C4::Letters::parseletter( $params->{'letter'}, 'biblio', $params->{'biblionumber'} );
602 C4::Letters::parseletter( $params->{'letter'}, 'biblioitems', $params->{'biblionumber'} );
605 return $params->{'letter'};
608 =head2 prepare_letter_for_printing
610 returns a string of text appropriate for printing in the event that an
611 overdue notice will not be sent to the patron's email
612 address. Depending on the desired output format, this may be a CSV
613 string, or a human-readable representation of the notice.
624 sub prepare_letter_for_printing {
627 return unless ref $params eq 'HASH';
629 foreach my $required_parameter (qw( letter borrowernumber )) {
630 return unless defined $params->{$required_parameter};
634 if ( exists $params->{'outputformat'} && $params->{'outputformat'} eq 'csv' ) {
636 $params->{'firstname'}, $params->{'lastname'}, $params->{'address1'}, $params->{'address2'}, $params->{'postcode'},
637 $params->{'city'}, $params->{'email'}, $params->{'itemcount'}, $params->{'titles'}
640 return $csv->string, "\n";
642 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
645 $return .= "$params->{'letter'}->{'content'}\n";
647 # $return .= Data::Dumper->Dump( [ $params->{'borrowernumber'}, $params->{'letter'} ], [qw( borrowernumber letter )] );