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
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 -itemscontent <list of fields> item information in templates
60 -borcat <categorycode> category code that must be included
61 -borcatout <categorycode> category code that must be excluded
69 Print a brief help message and exits.
73 Prints the manual page and exits.
77 Verbose. Without this flag set, only fatal errors are reported.
81 Do not send any email. Overdue notices that would have been sent to
82 the patrons or to the admin are printed to standard out. CSV data (if
83 the -csv flag is set) is written to standard out or to any csv
88 Items older than max days are assumed to be handled somewhere else,
89 probably the F<longoverdues.pl> script. They are therefore ignored by
90 this program. No notices are sent for them, and they are not added to
91 any CSV files. Defaults to 90 to match F<longoverdues.pl>.
95 select overdues for one specific library. Use the value in the
96 branches.branchcode table. This option can be repeated in order
97 to select overdues for a group of libraries.
101 Produces CSV data. if -n (no mail) flag is set, then this CSV data is
102 sent to standard out or to a filename if provided. Otherwise, only
103 overdues that could not be emailed are sent in CSV format to the admin.
105 =item B<-itemscontent>
107 comma separated list of fields that get substituted into templates in
108 places of the E<lt>E<lt>items.contentE<gt>E<gt> placeholder. This
109 defaults to issuedate,title,barcode,author
111 Other possible values come from fields in the biblios, items, and
116 Repetable field, that permit to select only few of patrons categories.
120 Repetable field, permis to exclude some patrons categories.
122 =item B<-t> | B<--triggered>
124 This option causes a notice to be generated if and only if
125 an item is overdue by the number of days defined in a notice trigger.
127 By default, a notice is sent each time the script runs, which is suitable for
128 less frequent run cron script, but requires syncing notice triggers with
129 the cron schedule to ensure proper behavior.
130 Add the --triggered option for daily cron, at the risk of no notice
131 being generated if the cron fails to run on time.
135 Default items.content lists only those items that fall in the
136 range of the currently processing notice.
137 Choose list-all to include all overdue items in the list (limited by B<-max> setting).
143 This script is designed to alert patrons and administrators of overdue
148 This script pays attention to the overdue notice configuration
149 performed in the "Overdue notice/status triggers" section of the
150 "Tools" area of the staff interface to Koha. There, you can choose
151 which letter templates are sent out after a configurable number of
152 days to patrons of each library. More information about the use of this
153 section of Koha is available in the Koha manual.
155 The templates used to craft the emails are defined in the "Tools:
156 Notices" section of the staff interface to Koha.
158 =head2 Outgoing emails
160 Typically, messages are prepared for each patron with overdue
161 items. Messages for whom there is no email address on file are
162 collected and sent as attachments in a single email to each library
163 administrator, or if that is not set, then to the email address in the
164 C<KohaAdminEmailAddress> system preference.
166 These emails are staged in the outgoing message queue, as are messages
167 produced by other features of Koha. This message queue must be
168 processed regularly by the
169 F<misc/cronjobs/process_message_queue.pl> program.
171 In the event that the C<-n> flag is passed to this program, no emails
172 are sent. Instead, messages are sent on standard output from this
173 program. They may be redirected to a file if desired.
177 Templates can contain variables enclosed in double angle brackets like
178 E<lt>E<lt>thisE<gt>E<gt>. Those variables will be replaced with values
179 specific to the overdue items or relevant patron. Available variables
184 =item E<lt>E<lt>bibE<gt>E<gt>
186 the name of the library
188 =item E<lt>E<lt>items.contentE<gt>E<gt>
190 one line for each item, each line containing a tab separated list of
191 title, author, barcode, issuedate
193 =item E<lt>E<lt>borrowers.*E<gt>E<gt>
195 any field from the borrowers table
197 =item E<lt>E<lt>branches.*E<gt>E<gt>
199 any field from the branches table
205 The C<-csv> command line option lets you specify a file to which
206 overdues data should be output in CSV format.
208 With the C<-n> flag set, data about all overdues is written to the
209 file. Without that flag, only information about overdues that were
210 unable to be sent directly to the patrons will be written. In other
211 words, this CSV file replaces the data that is typically sent to the
212 administrator email address.
214 =head1 USAGE EXAMPLES
216 C<overdue_notices.pl> - In this most basic usage, with no command line
217 arguments, all libraries are procesed individually, and notices are
218 prepared for all patrons with overdue items for whom we have email
219 addresses. Messages for those patrons for whom we have no email
220 address are sent in a single attachment to the library administrator's
221 email address, or to the address in the KohaAdminEmailAddress system
224 C<overdue_notices.pl -n -csv /tmp/overdues.csv> - sends no email and
225 populates F</tmp/overdues.csv> with information about all overdue
228 C<overdue_notices.pl -library MAIN max 14> - prepare notices of
229 overdues in the last 2 weeks for the MAIN library.
233 The F<misc/cronjobs/advance_notices.pl> program allows you to send
234 messages to patrons in advance of thier items becoming due, or to
235 alert them of items that have just become due.
239 # These variables are set by command line options.
240 # They are initially set to default values.
241 my $dbh = C4::Context->dbh();
247 my @branchcodes; # Branch(es) passed as parameter
251 my $itemscontent = join( ',', qw( issuedate title barcode author biblionumber ) );
261 'library=s' => \@branchcodes,
262 'csv:s' => \$csvfilename, # this optional argument gets '' if not supplied.
263 'itemscontent=s' => \$itemscontent,
264 'list-all' => \$listall,
265 't|triggered' => \$triggered,
266 'borcat=s' => \@myborcat,
267 'borcatout=s' => \@myborcatout,
269 pod2usage(1) if $help;
270 pod2usage( -verbose => 2 ) if $man;
272 if ( defined $csvfilename && $csvfilename =~ /^-/ ) {
273 warn qq(using "$csvfilename" as filename, that seems odd);
276 my @overduebranches = C4::Overdues::GetBranchcodesWithOverdueRules(); # Branches with overdue rules
277 my @branches; # Branches passed as parameter with overdue rules
278 my $branchcount = scalar(@overduebranches);
280 my $overduebranch_word = scalar @overduebranches > 1 ? 'branches' : 'branch';
281 my $branchcodes_word = scalar @branchcodes > 1 ? 'branches' : 'branch';
284 $verbose and warn "Found $branchcount $overduebranch_word with first message enabled: " . join( ', ', map { "'$_'" } @overduebranches ), "\n";
286 die 'No branches with active overduerules';
290 $verbose and warn "$branchcodes_word @branchcodes passed on parameter\n";
292 # Getting libraries which have overdue rules
293 my %seen = map { $_ => 1 } @branchcodes;
294 @branches = grep { $seen{$_} } @overduebranches;
297 if (@overduebranches) {
299 my $branch_word = scalar @branches > 1 ? 'branches' : 'branch';
300 $verbose and warn "$branch_word @branches have overdue rules\n";
304 $verbose and warn "No active overduerules for $branchcodes_word '@branchcodes'\n";
305 ( scalar grep { '' eq $_ } @branches )
306 or die "No active overduerules for DEFAULT either!";
307 $verbose and warn "Falling back on default rules for @branchcodes\n";
312 # these are the fields that will be substituted into <<item.content>>
313 my @item_content_fields = split( /,/, $itemscontent );
315 binmode( STDOUT, ":utf8" );
317 our $csv; # the Text::CSV_XS object
318 our $csv_fh; # the filehandle to the CSV file.
319 if ( defined $csvfilename ) {
320 my $sep_char = C4::Context->preference('delimiter') || ',';
321 $csv = Text::CSV_XS->new( { binary => 1 , sep_char => $sep_char } );
322 if ( $csvfilename eq '' ) {
325 open $csv_fh, ">", $csvfilename or die "unable to open $csvfilename: $!";
327 if ( $csv->combine(qw(name surname address1 address2 zipcode city country email itemcount itemsinfo)) ) {
328 print $csv_fh $csv->string, "\n";
330 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
334 @branches = @overduebranches unless @branches;
335 foreach my $branchcode (@branches) {
337 my $branch_details = C4::Branch::GetBranchDetail($branchcode);
338 my $admin_email_address = $branch_details->{'branchemail'} || C4::Context->preference('KohaAdminEmailAddress');
339 my @output_chunks; # may be sent to mail or stdout or csv file.
341 $verbose and warn sprintf "branchcode : '%s' using %s\n", $branchcode, $admin_email_address;
343 my $sth2 = $dbh->prepare( <<'END_SQL' );
344 SELECT biblio.*, items.*, issues.*, TO_DAYS(NOW())-TO_DAYS(date_due) AS days_overdue
345 FROM issues,items,biblio
346 WHERE items.itemnumber=issues.itemnumber
347 AND biblio.biblionumber = items.biblionumber
348 AND issues.borrowernumber = ?
349 AND TO_DAYS(NOW())-TO_DAYS(date_due) BETWEEN ? and ?
352 my $query = "SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = ? ";
353 $query .= " AND categorycode IN (".join( ',' , ('?') x @myborcat ).") " if (@myborcat);
354 $query .= " AND categorycode NOT IN (".join( ',' , ('?') x @myborcatout ).") " if (@myborcatout);
356 my $rqoverduerules = $dbh->prepare($query);
357 $rqoverduerules->execute($branchcode, @myborcat, @myborcatout);
359 # We get default rules is there is no rule for this branch
360 if($rqoverduerules->rows == 0){
361 $query = "SELECT * FROM overduerules WHERE delay1 IS NOT NULL AND branchcode = '' ";
362 $query .= " AND categorycode IN (".join( ',' , ('?') x @myborcat ).") " if (@myborcat);
363 $query .= " AND categorycode NOT IN (".join( ',' , ('?') x @myborcatout ).") " if (@myborcatout);
365 $rqoverduerules = $dbh->prepare($query);
366 $rqoverduerules->execute(@myborcat, @myborcatout);
369 # my $outfile = 'overdues_' . ( $mybranch || $branchcode || 'default' );
370 while ( my $overdue_rules = $rqoverduerules->fetchrow_hashref ) {
371 PERIOD: foreach my $i ( 1 .. 3 ) {
373 $verbose and warn "branch '$branchcode', pass $i\n";
374 my $mindays = $overdue_rules->{"delay$i"}; # the notice will be sent after mindays days (grace period)
376 $overdue_rules->{ "delay" . ( $i + 1 ) }
377 ? $overdue_rules->{ "delay" . ( $i + 1 ) }
379 ); # issues being more than maxdays late are managed somewhere else. (borrower probably suspended)
381 if ( !$overdue_rules->{"letter$i"} ) {
382 $verbose and warn "No letter$i code for branch '$branchcode'";
386 # $letter->{'content'} is the text of the mail that is sent.
387 # this text contains fields that are replaced by their value. Those fields must be written between brackets
388 # The following fields are available :
389 # 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).
390 # <date> <itemcount> <firstname> <lastname> <address1> <address2> <address3> <city> <postcode>
392 my $borrower_sql = <<'END_SQL';
393 SELECT COUNT(*), issues.borrowernumber, firstname, surname, address, address2, city, zipcode, country, email, MIN(date_due) as longest_issue
394 FROM issues,borrowers,categories
395 WHERE issues.borrowernumber=borrowers.borrowernumber
396 AND borrowers.categorycode=categories.categorycode
398 my @borrower_parameters;
400 $borrower_sql .= ' AND issues.branchcode=? ';
401 push @borrower_parameters, $branchcode;
403 if ( $overdue_rules->{categorycode} ) {
404 $borrower_sql .= ' AND borrowers.categorycode=? ';
405 push @borrower_parameters, $overdue_rules->{categorycode};
407 $borrower_sql .= ' AND categories.overduenoticerequired=1
408 GROUP BY issues.borrowernumber ';
410 $borrower_sql .= ' HAVING TO_DAYS(NOW())-TO_DAYS(longest_issue) = ?';
411 push @borrower_parameters, $mindays;
413 $borrower_sql .= ' HAVING TO_DAYS(NOW())-TO_DAYS(longest_issue) BETWEEN ? and ? ' ;
414 push @borrower_parameters, $mindays, $maxdays;
417 # $sth gets borrower info iff at least one overdue item has triggered the overdue action.
418 my $sth = $dbh->prepare($borrower_sql);
419 $sth->execute(@borrower_parameters);
420 $verbose and warn $borrower_sql . "\n $branchcode | " . $overdue_rules->{'categorycode'} . "\n ($mindays, $maxdays)\nreturns " . $sth->rows . " rows";
422 while ( my ($itemcount, $borrowernumber, $firstname, $lastname,
423 $address1, $address2, $city, $postcode, $country, $email,
424 $longest_issue ) = $sth->fetchrow )
426 $verbose and warn "borrower $firstname, $lastname ($borrowernumber) has $itemcount items triggering level $i.";
428 my $letter = C4::Letters::getletter( 'circulation', $overdue_rules->{"letter$i"} );
430 $verbose and warn "Message '$overdue_rules->{letter$i}' content not found";
432 # might as well skip while PERIOD, no other borrowers are going to work.
433 # FIXME : Does this mean a letter must be defined in order to trigger a debar ?
437 if ( $overdue_rules->{"debarred$i"} ) {
439 #action taken is debarring
440 C4::Members::DebarMember($borrowernumber);
441 $verbose and warn "debarring $borrowernumber $firstname $lastname\n";
443 my @params = ($listall ? ( $borrowernumber , 1 , $MAX ) : ( $borrowernumber, $mindays, $maxdays ));
444 $sth2->execute(@params);
448 while ( my $item_info = $sth2->fetchrow_hashref() ) {
449 my @item_info = map { $_ =~ /^date|date$/ ? format_date( $item_info->{$_} ) : $item_info->{$_} || '' } @item_content_fields;
450 $titles .= join("\t", @item_info) . "\n";
452 push (@items, $item_info->{'biblionumber'});
455 $letter = parse_letter(
457 borrowernumber => $borrowernumber,
458 branchcode => $branchcode,
459 biblionumber => \@items,
460 substitute => { # this appears to be a hack to overcome incomplete features in this code.
461 bib => $branch_details->{'branchname'}, # maybe 'bib' is a typo for 'lib<rary>'?
462 'items.content' => $titles
467 my @misses = grep { /./ } map { /^([^>]*)[>]+/; ( $1 || '' ); } split /\</, $letter->{'content'};
469 $verbose and warn "The following terms were not matched and replaced: \n\t" . join "\n\t", @misses;
471 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # Now that we've warned about them, remove them.
472 $letter->{'content'} =~ s/\<[^<>]*?\>//g; # 2nd pass for the double nesting.
477 prepare_letter_for_printing(
479 borrowernumber => $borrowernumber,
480 firstname => $firstname,
481 lastname => $lastname,
482 address1 => $address1,
483 address2 => $address2,
485 postcode => $postcode,
487 itemcount => $itemcount,
489 outputformat => defined $csvfilename ? 'csv' : '',
494 C4::Letters::EnqueueLetter(
496 borrowernumber => $borrowernumber,
497 message_transport_type => 'email',
498 from_address => $admin_email_address,
503 # If we don't have an email address for this patron, send it to the admin to deal with.
505 prepare_letter_for_printing(
507 borrowernumber => $borrowernumber,
508 firstname => $firstname,
509 lastname => $lastname,
510 address1 => $address1,
511 address2 => $address2,
513 postcode => $postcode,
515 itemcount => $itemcount,
517 outputformat => defined $csvfilename ? 'csv' : '',
527 if (@output_chunks) {
529 if ( defined $csvfilename ) {
530 print $csv_fh @output_chunks;
532 local $, = "\f"; # pagebreak
533 print @output_chunks;
537 filename => defined $csvfilename ? 'attachment.csv' : 'attachment.txt',
538 type => 'text/plain',
539 content => join( "\n", @output_chunks )
543 title => 'Overdue Notices',
544 content => 'These messages were not sent directly to the patrons.',
546 C4::Letters::EnqueueLetter(
548 borrowernumber => undef,
549 message_transport_type => 'email',
550 attachments => [$attachment],
551 to_address => $admin_email_address,
560 # note that we're not testing on $csv_fh to prevent closing
565 =head1 INTERNAL METHODS
567 These methods are internal to the operation of overdue_notices.pl.
571 parses the letter template, replacing the placeholders with data
572 specific to this patron, biblio, or item
575 letter - required hashref
576 borrowernumber - required integer
577 substitute - optional hashref of other key/value pairs that should
578 be substituted in the letter content
580 returns the C<letter> hashref, with the content updated to reflect the
581 substituted keys and values.
586 sub parse_letter { # FIXME: this code should probably be moved to C4::Letters:parseletter
588 foreach my $required (qw( letter borrowernumber )) {
589 return unless exists $params->{$required};
592 if ( $params->{'substitute'} ) {
593 while ( my ( $key, $replacedby ) = each %{ $params->{'substitute'} } ) {
594 my $replacefield = "<<$key>>";
595 $params->{'letter'}->{title} =~ s/$replacefield/$replacedby/g;
596 $params->{'letter'}->{content} =~ s/$replacefield/$replacedby/g;
600 $params->{'letter'} = C4::Letters::parseletter( $params->{'letter'}, 'borrowers', $params->{'borrowernumber'} );
602 if ( $params->{'branchcode'} ) {
603 $params->{'letter'} = C4::Letters::parseletter( $params->{'letter'}, 'branches', $params->{'branchcode'} );
606 if ( $params->{'biblionumber'} ) {
607 my $item_format = '';
609 while (scalar(@{$params->{'biblionumber'}}) > 0) {
610 my $item = shift @{$params->{'biblionumber'}};
611 my $fine = GetFine($item, $params->{'borrowernumber'});
613 $params->{'letter'}->{'content'} =~ m/(<item>.*<\/item>)/;
616 if ($params->{'letter'}->{'content'} =~ m/<fine>(.*)<\/fine>/) { # process any fine tags...
617 no strict; # currency_format behaves badly if we quote the bareword for some reason...
618 my $formatted_fine = currency_format("$1", "$fine", FMT_SYMBOL);
620 $formatted_fine = Encode::encode("utf8", $formatted_fine);
621 $params->{'letter'}->{'content'} =~ s/<fine>.*<\/fine>/$formatted_fine/;
623 $params->{'letter'} = C4::Letters::parseletter( $params->{'letter'}, 'biblio', $item );
624 $params->{'letter'} = C4::Letters::parseletter( $params->{'letter'}, 'biblioitems', $item );
625 $params->{'letter'} = C4::Letters::parseletter( $params->{'letter'}, 'items', $item );
626 $params->{'letter'}->{'content'} =~ s/(<item>.*<\/item>)/$1\n$item_format/ if scalar(@{$params->{'biblionumber'}} > 0);
630 $params->{'letter'}->{'content'} =~ s/<\/{0,1}?item>//g; # strip all remaining item tags...
631 return $params->{'letter'};
634 =head2 prepare_letter_for_printing
636 returns a string of text appropriate for printing in the event that an
637 overdue notice will not be sent to the patron's email
638 address. Depending on the desired output format, this may be a CSV
639 string, or a human-readable representation of the notice.
650 sub prepare_letter_for_printing {
653 return unless ref $params eq 'HASH';
655 foreach my $required_parameter (qw( letter borrowernumber )) {
656 return unless defined $params->{$required_parameter};
660 if ( exists $params->{'outputformat'} && $params->{'outputformat'} eq 'csv' ) {
662 $params->{'firstname'}, $params->{'lastname'}, $params->{'address1'}, $params->{'address2'}, $params->{'postcode'},
663 $params->{'city'}, $params->{'email'}, $params->{'itemcount'}, $params->{'titles'}
666 return $csv->string, "\n";
668 $verbose and warn 'combine failed on argument: ' . $csv->error_input;
671 $return .= "$params->{'letter'}->{'content'}\n";
673 # $return .= Data::Dumper->Dump( [ $params->{'borrowernumber'}, $params->{'letter'} ], [qw( borrowernumber letter )] );