3 # Copyright 2007 Liblime
4 # Parts copyright 2010 BibLibre
6 # This file is part of Koha.
8 # Koha is free software; you can redistribute it and/or modify it
9 # under the terms of the GNU General Public License as published by
10 # the Free Software Foundation; either version 3 of the License, or
11 # (at your option) any later version.
13 # Koha is distributed in the hope that it will be useful, but
14 # WITHOUT ANY WARRANTY; without even the implied warranty of
15 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
16 # GNU General Public License for more details.
18 # You should have received a copy of the GNU General Public License
19 # along with Koha; if not, see <http://www.gnu.org/licenses>.
21 # Script to take some borrowers data in a known format and load it into Koha
25 # cardnumber,surname,firstname,title,othernames,initials,streetnumber,streettype,
26 # address line , address line 2, city, zipcode, contry, email, phone, mobile, fax, work email, work phone,
27 # alternate streetnumber, alternate streettype, alternate address line 1, alternate city,
28 # alternate zipcode, alternate country, alternate email, alternate phone, date of birth, branchcode,
29 # categorycode, enrollment date, expiry date, noaddress, lost, debarred, contact surname,
30 # contact firstname, contact title, borrower notes, contact relationship
31 # gender, username, opac note, contact note, password, sort one, sort two
33 # any fields except cardnumber can be blank but the number of fields must match
34 # dates should be in the format you have set up Koha to expect
35 # branchcode and categorycode need to be valid
43 use C4::Branch qw/GetBranchesLoop/;
45 use C4::Members::Attributes qw(:all);
46 use C4::Members::AttributeTypes;
47 use C4::Members::Messaging;
48 use C4::Reports::Guided;
50 use Koha::Patron::Debarments;
55 use Koha::Patron::Categories;
58 # Text::CSV::Unicode, even in binary mode, fails to parse lines with these diacriticals:
63 # use encoding 'utf8'; # don't do this
64 use Digest::MD5 qw(md5_base64);
66 my (@errors, @feedback);
67 my $extended = C4::Context->preference('ExtendedPatronAttributes');
68 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
69 my @columnkeys = Koha::Patrons->columns();
70 @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } @columnkeys;
72 push @columnkeys, 'patron_attributes';
75 my $input = CGI->new();
76 our $csv = Text::CSV->new({binary => 1}); # binary needed for non-ASCII Unicode
77 #push @feedback, {feedback=>1, name=>'backend', value=>$csv->backend, backend=>$csv->backend}; #XXX
79 my ( $template, $loggedinuser, $cookie ) = get_template_and_user({
80 template_name => "tools/import_borrowers.tt",
84 flagsrequired => { tools => 'import_patrons' },
88 # get the branches and pass them to the template
89 my $branches = GetBranchesLoop();
90 $template->param( branches => $branches ) if ( $branches );
91 # get the patron categories and pass them to the template
92 my @patron_categories = Koha::Patron::Categories->search_limited({}, {order_by => ['description']});
93 $template->param( categories => \@patron_categories );
94 my $columns = C4::Templates::GetColumnDefs( $input )->{borrowers};
95 $columns = [ grep { $_->{field} ne 'borrowernumber' ? $_ : () } @$columns ];
96 $template->param( borrower_fields => $columns );
98 if ($input->param('sample')) {
100 -type => 'application/vnd.sun.xml.calc', # 'application/vnd.ms-excel' ?
101 -attachment => 'patron_import.csv',
103 $csv->combine(@columnkeys);
104 print $csv->string, "\n";
107 my $uploadborrowers = $input->param('uploadborrowers');
108 my $matchpoint = $input->param('matchpoint');
110 $matchpoint =~ s/^patron_attribute_//;
112 my $overwrite_cardnumber = $input->param('overwrite_cardnumber');
114 $template->param( SCRIPT_NAME => '/cgi-bin/koha/tools/import_borrowers.pl' );
116 if ( $uploadborrowers && length($uploadborrowers) > 0 ) {
117 die "Wrong CSRF token"
118 unless Koha::Token->new->check_csrf({
119 id => C4::Context->userenv->{id},
120 secret => md5_base64( C4::Context->config('pass') ),
121 token => scalar $input->param('csrf_token'),
124 push @feedback, {feedback=>1, name=>'filename', value=>$uploadborrowers, filename=>$uploadborrowers};
125 my $handle = $input->upload('uploadborrowers');
126 my $uploadinfo = $input->uploadInfo($uploadborrowers);
127 foreach (keys %$uploadinfo) {
128 push @feedback, {feedback=>1, name=>$_, value=>$uploadinfo->{$_}, $_=>$uploadinfo->{$_}};
134 my $matchpoint_attr_type;
135 my %defaults = $input->Vars;
137 # use header line to construct key to column map
138 my $borrowerline = <$handle>;
139 my $status = $csv->parse($borrowerline);
140 ($status) or push @errors, {badheader=>1,line=>$., lineraw=>$borrowerline};
141 my @csvcolumns = $csv->fields();
144 foreach my $keycol (@csvcolumns) {
145 # columnkeys don't contain whitespace, but some stupid tools add it
147 $csvkeycol{$keycol} = $col++;
149 #warn($borrowerline);
150 my $ext_preserve = $input->param('ext_preserve') || 0;
152 $matchpoint_attr_type = C4::Members::AttributeTypes->fetch($matchpoint);
155 push @feedback, {feedback=>1, name=>'headerrow', value=>join(', ', @csvcolumns)};
156 my $today_iso = output_pref( { dt => dt_from_string, dateonly => 1, dateformat => 'iso' });
157 my @criticals = qw(surname branchcode categorycode); # there probably should be others
158 my @bad_dates; # I've had a few.
159 LINE: while ( my $borrowerline = <$handle> ) {
161 my @missing_criticals;
162 my $patron_attributes;
163 my $status = $csv->parse($borrowerline);
164 my @columns = $csv->fields();
166 push @missing_criticals, {badparse=>1, line=>$., lineraw=>$borrowerline};
167 } elsif (@columns == @columnkeys) {
168 @borrower{@columnkeys} = @columns;
169 # MJR: try to fill blanks gracefully by using default values
170 foreach my $key (@columnkeys) {
171 if ($borrower{$key} !~ /\S/) {
172 $borrower{$key} = $defaults{$key};
176 # MJR: try to recover gracefully by using default values
177 foreach my $key (@columnkeys) {
178 if (defined($csvkeycol{$key}) and $columns[$csvkeycol{$key}] =~ /\S/) {
179 $borrower{$key} = $columns[$csvkeycol{$key}];
180 } elsif ( $defaults{$key} ) {
181 $borrower{$key} = $defaults{$key};
182 } elsif ( scalar grep {$key eq $_} @criticals ) {
183 # a critical field is undefined
184 push @missing_criticals, {key=>$key, line=>$., lineraw=>$borrowerline};
186 $borrower{$key} = '';
190 #warn join(':',%borrower);
191 if ($borrower{categorycode}) {
192 push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline, value=>$borrower{categorycode}, category_map=>1}
193 unless Koha::Patron::Categories->find($borrower{categorycode});
195 push @missing_criticals, {key=>'categorycode', line=>$. , lineraw=>$borrowerline};
197 if ($borrower{branchcode}) {
198 push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline, value=>$borrower{branchcode}, branch_map=>1}
199 unless Koha::Libraries->find($borrower{branchcode});
201 push @missing_criticals, {key=>'branchcode', line=>$. , lineraw=>$borrowerline};
203 if (@missing_criticals) {
204 foreach (@missing_criticals) {
205 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
206 $_->{surname} = $borrower{surname} || 'UNDEF';
209 (25 > scalar @errors) and push @errors, {missing_criticals=>\@missing_criticals};
210 # The first 25 errors are enough. Keeping track of 30,000+ would destroy performance.
214 my $attr_str = $borrower{patron_attributes};
215 $attr_str =~ s/\xe2\x80\x9c/"/g; # fixup double quotes in case we are passed smart quotes
216 $attr_str =~ s/\xe2\x80\x9d/"/g;
217 push @feedback, {feedback=>1, name=>'attribute string', value=>$attr_str, filename=>$uploadborrowers};
218 delete $borrower{patron_attributes}; # not really a field in borrowers, so we don't want to pass it to ModMember.
219 $patron_attributes = extended_attributes_code_value_arrayref($attr_str);
221 # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
222 foreach (qw(dateofbirth dateenrolled dateexpiry)) {
223 my $tempdate = $borrower{$_} or next;
224 $tempdate = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
226 $borrower{$_} = $tempdate;
229 push @missing_criticals, {key=>$_, line=>$. , lineraw=>$borrowerline, bad_date=>1};
232 $borrower{dateenrolled} = $today_iso unless $borrower{dateenrolled};
233 $borrower{dateexpiry} = GetExpiryDate($borrower{categorycode},$borrower{dateenrolled}) unless $borrower{dateexpiry};
236 if ( ($matchpoint eq 'cardnumber') && ($borrower{'cardnumber'}) ) {
237 $member = GetMember( 'cardnumber' => $borrower{'cardnumber'} );
239 $borrowernumber = $member->{'borrowernumber'};
241 } elsif ( ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
242 $member = GetMember( 'userid' => $borrower{'userid'} );
244 $borrowernumber = $member->{'borrowernumber'};
246 } elsif ($extended) {
247 if (defined($matchpoint_attr_type)) {
248 foreach my $attr (@$patron_attributes) {
249 if ($attr->{code} eq $matchpoint and $attr->{value} ne '') {
250 my @borrowernumbers = $matchpoint_attr_type->get_patrons($attr->{value});
251 $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
258 if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
260 invalid_cardnumber => 1,
261 borrowernumber => $borrowernumber,
262 cardnumber => $borrower{cardnumber}
268 if ($borrowernumber) {
270 unless ($overwrite_cardnumber) {
272 $template->param('lastalreadyindb'=>$borrower{'surname'}.' / '.$borrowernumber);
275 $borrower{'borrowernumber'} = $borrowernumber;
276 for my $col (keys %borrower) {
277 # use values from extant patron unless our csv file includes this column or we provided a default.
278 # FIXME : You cannot update a field with a perl-evaluated false value using the defaults.
280 # The password is always encrypted, skip it!
281 next if $col eq 'password';
283 unless(exists($csvkeycol{$col}) || $defaults{$col}) {
284 $borrower{$col} = $member->{$col} if($member->{$col}) ;
288 # Check if the userid provided does not exist yet
289 if ( exists $borrower{userid}
290 and $borrower{userid}
291 and not Check_Userid( $borrower{userid}, $borrower{borrowernumber} ) ) {
292 push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
297 unless (ModMember(%borrower)) {
299 # until we have better error trapping, we have no way of knowing why ModMember errored out...
300 push @errors, {unknown_error => 1};
301 $template->param('lastinvalid'=>$borrower{'surname'}.' / '.$borrowernumber);
305 # Don't add a new restriction if the existing 'combined' restriction matches this one
306 if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
307 # Check to see if this debarment already exists
308 my $debarrments = GetDebarments(
310 borrowernumber => $borrowernumber,
311 expiration => $borrower{debarred},
312 comment => $borrower{debarredcomment}
315 # If it doesn't, then add it!
316 unless (@$debarrments) {
319 borrowernumber => $borrowernumber,
320 expiration => $borrower{debarred},
321 comment => $borrower{debarredcomment}
329 my $old_attributes = GetBorrowerAttributes($borrowernumber);
330 $patron_attributes = extended_attributes_merge($old_attributes, $patron_attributes); #TODO: expose repeatable options in template
332 push @errors, {unknown_error => 1} unless SetBorrowerAttributes($borrower{'borrowernumber'}, $patron_attributes, 'no_branch_limit' );
335 $template->param('lastoverwritten'=>$borrower{'surname'}.' / '.$borrowernumber);
337 # FIXME: fixup_cardnumber says to lock table, but the web interface doesn't so this doesn't either.
338 # At least this is closer to AddMember than in members/memberentry.pl
339 if (!$borrower{'cardnumber'}) {
340 $borrower{'cardnumber'} = fixup_cardnumber(undef);
342 if ($borrowernumber = AddMember(%borrower)) {
344 if ( $borrower{debarred} ) {
347 borrowernumber => $borrowernumber,
348 expiration => $borrower{debarred},
349 comment => $borrower{debarredcomment}
355 SetBorrowerAttributes($borrowernumber, $patron_attributes);
358 if ($set_messaging_prefs) {
359 C4::Members::Messaging::SetMessagingPreferencesFromDefaults({ borrowernumber => $borrowernumber,
360 categorycode => $borrower{categorycode} });
364 $template->param('lastimported'=>$borrower{'surname'}.' / '.$borrowernumber);
367 push @errors, {unknown_error => 1};
368 $template->param('lastinvalid'=>$borrower{'surname'}.' / AddMember');
372 (@errors ) and $template->param( ERRORS=>\@errors );
373 (@feedback) and $template->param(FEEDBACK=>\@feedback);
375 'uploadborrowers' => 1,
376 'imported' => $imported,
377 'overwritten' => $overwritten,
378 'alreadyindb' => $alreadyindb,
379 'invalid' => $invalid,
380 'total' => $imported + $alreadyindb + $invalid + $overwritten,
385 my @matchpoints = ();
386 my @attr_types = C4::Members::AttributeTypes::GetAttributeTypes(undef, 1);
387 foreach my $type (@attr_types) {
388 my $attr_type = C4::Members::AttributeTypes->fetch($type->{code});
389 if ($attr_type->unique_id()) {
390 push @matchpoints, { code => "patron_attribute_" . $attr_type->code(), description => $attr_type->description() };
393 $template->param(matchpoints => \@matchpoints);
397 csrf_token => Koha::Token->new->generate_csrf(
398 { id => C4::Context->userenv->{id},
399 secret => md5_base64( C4::Context->config('pass') ),
406 output_html_with_http_headers $input, $cookie, $template->output;