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 );
27 use C4::Members::Attributes qw(:all);
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 $extended = C4::Context->preference('ExtendedPatronAttributes');
76 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
78 my @columnkeys = $self->set_column_keys($extended);
86 my @imported_borrowers;
87 my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
89 # Use header line to construct key to column map
91 my $borrowerline = <$handle>;
92 my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
93 push(@feedback, { feedback => 1, name => 'headerrow', value => join( ', ', @csvcolumns ) });
95 my @criticals = qw( surname ); # there probably should be others - rm branchcode && categorycode
96 LINE: while ( my $borrowerline = <$handle> ) {
99 my @missing_criticals;
101 my $status = $self->text_csv->parse($borrowerline);
102 my @columns = $self->text_csv->fields();
104 push @missing_criticals, { badparse => 1, line => $line_number, lineraw => decode_utf8($borrowerline) };
106 elsif ( @columns == @columnkeys ) {
107 @borrower{@columnkeys} = @columns;
109 # MJR: try to fill blanks gracefully by using default values
110 foreach my $key (@columnkeys) {
111 if ( $borrower{$key} !~ /\S/ ) {
112 $borrower{$key} = $defaults->{$key};
117 # MJR: try to recover gracefully by using default values
118 foreach my $key (@columnkeys) {
119 if ( defined( $csvkeycol{$key} ) and $columns[ $csvkeycol{$key} ] =~ /\S/ ) {
120 $borrower{$key} = $columns[ $csvkeycol{$key} ];
122 elsif ( $defaults->{$key} ) {
123 $borrower{$key} = $defaults->{$key};
125 elsif ( scalar grep { $key eq $_ } @criticals ) {
127 # a critical field is undefined
128 push @missing_criticals, { key => $key, line => $., lineraw => decode_utf8($borrowerline) };
131 $borrower{$key} = '';
136 $borrower{cardnumber} = undef if $borrower{cardnumber} eq "";
138 # Check if borrower category code exists and if it matches to a known category. Pushing error to missing_criticals otherwise.
139 $self->check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
141 # Check if branch code exists and if it matches to a branch name. Pushing error to missing_criticals otherwise.
142 $self->check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
144 # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
145 $self->format_dates({borrower => \%borrower, lineraw => $borrowerline, line => $line_number, missing_criticals => \@missing_criticals, });
147 if (@missing_criticals) {
148 foreach (@missing_criticals) {
149 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
150 $_->{surname} = $borrower{surname} || 'UNDEF';
153 ( 25 > scalar @errors ) and push @errors, { missing_criticals => \@missing_criticals };
155 # The first 25 errors are enough. Keeping track of 30,000+ would destroy performance.
159 # Set patron attributes if extended.
160 my $patron_attributes = $self->set_patron_attributes($extended, $borrower{patron_attributes}, \@feedback);
161 if( $extended ) { delete $borrower{patron_attributes}; } # Not really a field in borrowers.
163 # Default date enrolled and date expiry if not already set.
164 $borrower{dateenrolled} = $self->today_iso() unless $borrower{dateenrolled};
165 $borrower{dateexpiry} = Koha::Patron::Categories->find( $borrower{categorycode} )->get_expiry_date( $borrower{dateenrolled} ) unless $borrower{dateexpiry};
168 my ( $member, $patron );
169 if ( defined($matchpoint) && ( $matchpoint eq 'cardnumber' ) && ( $borrower{'cardnumber'} ) ) {
170 $patron = Koha::Patrons->find( { cardnumber => $borrower{'cardnumber'} } );
172 elsif ( defined($matchpoint) && ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
173 $patron = Koha::Patrons->find( { userid => $borrower{userid} } );
176 if ( defined($matchpoint_attr_type) ) {
177 foreach my $attr (@$patron_attributes) {
178 if ( $attr->{code} eq $matchpoint and $attr->{value} ne '' ) {
179 my @borrowernumbers = $matchpoint_attr_type->get_patrons( $attr->{value} );
180 $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
181 $patron = Koha::Patrons->find( $borrowernumber );
189 $member = $patron->unblessed;
190 $borrowernumber = $member->{'borrowernumber'};
195 if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
198 invalid_cardnumber => 1,
199 borrowernumber => $borrowernumber,
200 cardnumber => $borrower{cardnumber}
207 # Check if the userid provided does not exist yet
208 if ( defined($matchpoint)
209 and $matchpoint ne 'userid'
210 and exists $borrower{userid}
211 and $borrower{userid}
212 and not ( $borrowernumber ? $patron->userid( $borrower{userid} )->has_valid_userid : Koha::Patron->new( { userid => $borrower{userid} } )->has_valid_userid )
214 push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
219 my $relationship = $borrower{relationship};
220 my $guarantor_id = $borrower{guarantor_id};
221 delete $borrower{relationship};
222 delete $borrower{guarantor_id};
224 # Remove warning for int datatype that cannot be null
225 # Argument "" isn't numeric in numeric eq (==) at /usr/share/perl5/DBIx/Class/Row.pm line 1018
227 qw( privacy privacy_guarantor_fines privacy_guarantor_checkouts anonymized ))
229 delete $borrower{$field}
230 if exists $borrower{$field} and $borrower{$field} eq "";
233 if ($borrowernumber) {
236 unless ($overwrite_cardnumber) {
242 value => $borrower{'surname'} . ' / ' . $borrowernumber
247 $borrower{'borrowernumber'} = $borrowernumber;
248 for my $col ( keys %borrower ) {
250 # use values from extant patron unless our csv file includes this column or we provided a default.
251 # FIXME : You cannot update a field with a perl-evaluated false value using the defaults.
253 # The password is always encrypted, skip it!
254 next if $col eq 'password';
256 unless ( exists( $csvkeycol{$col} ) || $defaults->{$col} ) {
257 $borrower{$col} = $member->{$col} if ( $member->{$col} );
261 my $patron = Koha::Patrons->find( $borrowernumber );
262 eval { $patron->set(\%borrower)->store };
269 # TODO We can raise a better error
270 name => 'lastinvalid',
271 value => $borrower{'surname'} . ' / ' . $borrowernumber
276 # Don't add a new restriction if the existing 'combined' restriction matches this one
277 if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
279 # Check to see if this debarment already exists
280 my $debarrments = GetDebarments(
282 borrowernumber => $borrowernumber,
283 expiration => $borrower{debarred},
284 comment => $borrower{debarredcomment}
288 # If it doesn't, then add it!
289 unless (@$debarrments) {
292 borrowernumber => $borrowernumber,
293 expiration => $borrower{debarred},
294 comment => $borrower{debarredcomment}
301 my $old_attributes = $patron->extended_attributes->as_list;
302 $patron_attributes = extended_attributes_merge( $old_attributes, $patron_attributes );
305 # We do not want to filter by branch, maybe we should?
306 Koha::Patrons->find($borrowernumber)->extended_attributes->delete;
307 $patron->extended_attributes($patron_attributes);
310 # FIXME This is not an unknown error, we can do better here
311 push @errors, { unknown_error => 1 };
319 name => 'lastoverwritten',
320 value => $borrower{'surname'} . ' / ' . $borrowernumber
326 Koha::Patron->new(\%borrower)->store;
330 if ( $patron->is_debarred ) {
333 borrowernumber => $patron->borrowernumber,
334 expiration => $patron->debarred,
335 comment => $patron->debarredcomment,
341 # FIXME Hum, we did not filter earlier and now we do?
342 $patron->extended_attributes->filter_by_branch_limitations->delete;
343 $patron->extended_attributes($patron_attributes);
346 if ($set_messaging_prefs) {
347 C4::Members::Messaging::SetMessagingPreferencesFromDefaults(
349 borrowernumber => $patron->borrowernumber,
350 categorycode => $patron->categorycode,
356 push @imported_borrowers, $patron->borrowernumber; #for patronlist
361 name => 'lastimported',
362 value => $patron->surname . ' / ' . $patron->borrowernumber,
368 push @errors, { unknown_error => 1 };
372 name => 'lastinvalid',
373 value => $borrower{'surname'} . ' / Create patron',
379 # Add a guarantor if we are given a relationship
380 if ( $guarantor_id ) {
381 Koha::Patron::Relationship->new(
383 guarantee_id => $borrowernumber,
384 relationship => $relationship,
385 guarantor_id => $guarantor_id,
392 feedback => \@feedback,
394 imported => $imported,
395 overwritten => $overwritten,
396 already_in_db => $alreadyindb,
398 imported_borrowers => \@imported_borrowers,
402 =head2 prepare_columns
404 my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
406 Returns an array of all column key and populates a hash of colunm key positions.
410 sub prepare_columns {
411 my ($self, $params) = @_;
413 my $status = $self->text_csv->parse($params->{headerrow});
415 push( @{$params->{errors}}, { badheader => 1, line => 1, lineraw => $params->{headerrow} });
419 my @csvcolumns = $self->text_csv->fields();
421 foreach my $keycol (@csvcolumns) {
422 # columnkeys don't contain whitespace, but some stupid tools add it
424 $keycol =~ s/^\N{BOM}//; # Strip BOM if exists, otherwise it will be part of first column key
425 $params->{keycol}->{$keycol} = $col++;
431 =head2 set_attribute_types
433 my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
435 Returns an attribute type based on matchpoint parameter.
439 sub set_attribute_types {
440 my ($self, $params) = @_;
443 if( $params->{extended} ) {
444 $attribute_type = Koha::Patron::Attribute::Types->find($params->{matchpoint});
447 return $attribute_type;
450 =head2 set_column_keys
452 my @columnkeys = set_column_keys($extended);
454 Returns an array of borrowers' table columns.
458 sub set_column_keys {
459 my ($self, $extended) = @_;
461 my @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } Koha::Patrons->columns();
462 push( @columnkeys, 'patron_attributes' ) if $extended;
467 =head2 set_patron_attributes
469 my $patron_attributes = set_patron_attributes($extended, $borrower{patron_attributes}, $feedback);
471 Returns a reference to array of hashrefs data structure as expected by Koha::Patron->extended_attributes
475 sub set_patron_attributes {
476 my ($self, $extended, $patron_attributes, $feedback) = @_;
478 unless( $extended ) { return; }
479 unless( defined($patron_attributes) ) { return; }
481 # Fixup double quotes in case we are passed smart quotes
482 $patron_attributes =~ s/\xe2\x80\x9c/"/g;
483 $patron_attributes =~ s/\xe2\x80\x9d/"/g;
485 push (@$feedback, { feedback => 1, name => 'attribute string', value => $patron_attributes });
487 my $result = extended_attributes_code_value_arrayref($patron_attributes);
492 =head2 check_branch_code
494 check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
496 Pushes a 'missing_criticals' error entry if no branch code or branch code does not map to a branch name.
500 sub check_branch_code {
501 my ($self, $branchcode, $borrowerline, $line_number, $missing_criticals) = @_;
504 unless( $branchcode ) {
505 push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline), });
509 # look for branch code
510 my $library = Koha::Libraries->find( $branchcode );
512 push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline),
513 value => $branchcode, branch_map => 1, });
517 =head2 check_borrower_category
519 check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
521 Pushes a 'missing_criticals' error entry if no category code or category code does not map to a known category.
525 sub check_borrower_category {
526 my ($self, $categorycode, $borrowerline, $line_number, $missing_criticals) = @_;
529 unless( $categorycode ) {
530 push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline), });
534 # Looking for borrower category
535 my $category = Koha::Patron::Categories->find($categorycode);
536 unless( $category ) {
537 push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline),
538 value => $categorycode, category_map => 1, });
544 format_dates({borrower => \%borrower, lineraw => $lineraw, line => $line_number, missing_criticals => \@missing_criticals, });
546 Pushes a 'missing_criticals' error entry for each of the 3 date types dateofbirth, dateenrolled and dateexpiry if it can not
547 be formatted to the chosen date format. Populates the correctly formatted date otherwise.
552 my ($self, $params) = @_;
554 foreach my $date_type (qw(dateofbirth dateenrolled dateexpiry date_renewed)) {
555 my $tempdate = $params->{borrower}->{$date_type} or next();
556 my $formatted_date = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
558 if ($formatted_date) {
559 $params->{borrower}->{$date_type} = $formatted_date;
561 $params->{borrower}->{$date_type} = '';
562 push (@{$params->{missing_criticals}}, { key => $date_type, line => $params->{line}, lineraw => decode_utf8($params->{lineraw}), bad_date => 1 });