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 $preserve_fields = $params->{preserve_fields};
74 my $ext_preserve = $params->{preserve_extended_attributes};
75 my $overwrite_cardnumber = $params->{overwrite_cardnumber};
76 my $overwrite_passwords = $params->{overwrite_passwords};
77 my $dry_run = $params->{dry_run};
78 my $extended = C4::Context->preference('ExtendedPatronAttributes');
79 my $set_messaging_prefs = C4::Context->preference('EnhancedMessagingPreferences');
81 my $schema = Koha::Database->new->schema;
82 $schema->storage->txn_begin if $dry_run;
84 my @columnkeys = $self->set_column_keys($extended);
92 my @imported_borrowers;
93 my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
95 # Use header line to construct key to column map
97 my $borrowerline = <$handle>;
98 my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
99 push(@feedback, { feedback => 1, name => 'headerrow', value => join( ', ', @csvcolumns ) });
101 my @criticals = qw( surname ); # there probably should be others - rm branchcode && categorycode
102 LINE: while ( my $borrowerline = <$handle> ) {
103 my $line_number = $.;
105 my @missing_criticals;
107 my $status = $self->text_csv->parse($borrowerline);
108 my @columns = $self->text_csv->fields();
110 push @missing_criticals, { badparse => 1, line => $line_number, lineraw => decode_utf8($borrowerline) };
112 elsif ( @columns == @columnkeys ) {
113 @borrower{@columnkeys} = @columns;
115 # MJR: try to fill blanks gracefully by using default values
116 foreach my $key (@columnkeys) {
117 if ( $borrower{$key} !~ /\S/ ) {
118 $borrower{$key} = $defaults->{$key};
123 # MJR: try to recover gracefully by using default values
124 foreach my $key (@columnkeys) {
125 if ( defined( $csvkeycol{$key} ) and $columns[ $csvkeycol{$key} ] =~ /\S/ ) {
126 $borrower{$key} = $columns[ $csvkeycol{$key} ];
128 elsif ( $defaults->{$key} ) {
129 $borrower{$key} = $defaults->{$key};
131 elsif ( scalar grep { $key eq $_ } @criticals ) {
133 # a critical field is undefined
134 push @missing_criticals, { key => $key, line => $., lineraw => decode_utf8($borrowerline) };
137 $borrower{$key} = '';
142 $borrower{cardnumber} = undef if $borrower{cardnumber} eq "";
144 # Check if borrower category code exists and if it matches to a known category. Pushing error to missing_criticals otherwise.
145 $self->check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
147 # Check if branch code exists and if it matches to a branch name. Pushing error to missing_criticals otherwise.
148 $self->check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
150 # Popular spreadsheet applications make it difficult to force date outputs to be zero-padded, but we require it.
151 $self->format_dates({borrower => \%borrower, lineraw => $borrowerline, line => $line_number, missing_criticals => \@missing_criticals, });
153 if (@missing_criticals) {
154 foreach (@missing_criticals) {
155 $_->{borrowernumber} = $borrower{borrowernumber} || 'UNDEF';
156 $_->{surname} = $borrower{surname} || 'UNDEF';
159 ( 25 > scalar @errors ) and push @errors, { missing_criticals => \@missing_criticals };
161 # The first 25 errors are enough. Keeping track of 30,000+ would destroy performance.
165 # Generate patron attributes if extended.
166 my $patron_attributes = $self->generate_patron_attributes($extended, $borrower{patron_attributes}, \@feedback);
167 if( $extended ) { delete $borrower{patron_attributes}; } # Not really a field in borrowers.
169 # Default date enrolled and date expiry if not already set.
170 $borrower{dateenrolled} = $self->today_iso() unless $borrower{dateenrolled};
171 $borrower{dateexpiry} = Koha::Patron::Categories->find( $borrower{categorycode} )->get_expiry_date( $borrower{dateenrolled} ) unless $borrower{dateexpiry};
174 my ( $member, $patron );
175 if ( defined($matchpoint) && ( $matchpoint eq 'cardnumber' ) && ( $borrower{'cardnumber'} ) ) {
176 $patron = Koha::Patrons->find( { cardnumber => $borrower{'cardnumber'} } );
178 elsif ( defined($matchpoint) && ($matchpoint eq 'userid') && ($borrower{'userid'}) ) {
179 $patron = Koha::Patrons->find( { userid => $borrower{userid} } );
182 if ( defined($matchpoint_attr_type) ) {
183 foreach my $attr (@$patron_attributes) {
184 if ( $attr->{code} eq $matchpoint and $attr->{attribute} ne '' ) {
185 my @borrowernumbers = Koha::Patron::Attributes->search(
187 code => $matchpoint_attr_type->code,
188 attribute => $attr->{attribute}
190 )->get_column('borrowernumber');
192 $borrowernumber = $borrowernumbers[0] if scalar(@borrowernumbers) == 1;
193 $patron = Koha::Patrons->find( $borrowernumber );
201 $member = $patron->unblessed;
202 $borrowernumber = $member->{'borrowernumber'};
207 if ( C4::Members::checkcardnumber( $borrower{cardnumber}, $borrowernumber ) ) {
210 invalid_cardnumber => 1,
211 borrowernumber => $borrowernumber,
212 cardnumber => $borrower{cardnumber}
219 # Check if the userid provided does not exist yet
220 if ( defined($matchpoint)
221 and $matchpoint ne 'userid'
222 and exists $borrower{userid}
223 and $borrower{userid}
224 and not ( $borrowernumber ? $patron->userid( $borrower{userid} )->has_valid_userid : Koha::Patron->new( { userid => $borrower{userid} } )->has_valid_userid )
226 push @errors, { duplicate_userid => 1, userid => $borrower{userid} };
231 my $guarantor_relationship = $borrower{guarantor_relationship};
232 delete $borrower{guarantor_relationship};
233 my $guarantor_id = $borrower{guarantor_id};
234 delete $borrower{guarantor_id};
236 # Remove warning for int datatype that cannot be null
237 # Argument "" isn't numeric in numeric eq (==) at /usr/share/perl5/DBIx/Class/Row.pm line 1018
239 qw( privacy privacy_guarantor_fines privacy_guarantor_checkouts anonymized login_attempts ))
241 delete $borrower{$field}
242 if exists $borrower{$field} and $borrower{$field} eq "";
246 if ($borrowernumber) {
249 unless ($overwrite_cardnumber) {
255 value => $borrower{'surname'} . ' / ' . $borrowernumber
260 $borrower{'borrowernumber'} = $borrowernumber;
262 if ( $preserve_fields ) {
263 for my $field ( @$preserve_fields ) {
264 $borrower{$field} = $patron->$field;
268 for my $col ( keys %borrower ) {
270 # use values from extant patron unless our csv file includes this column or we provided a default.
271 # FIXME : You cannot update a field with a perl-evaluated false value using the defaults.
273 # The password is always encrypted, skip it unless we are forcing overwrite!
274 next if $col eq 'password' && !$overwrite_passwords;
276 unless ( exists( $csvkeycol{$col} ) || $defaults->{$col} ) {
277 $borrower{$col} = $member->{$col} if ( $member->{$col} );
281 my $patron = Koha::Patrons->find( $borrowernumber );
283 $schema->storage->txn_do(sub {
284 $patron->set(\%borrower)->store;
285 # Don't add a new restriction if the existing 'combined' restriction matches this one
286 if ( $borrower{debarred} && ( ( $borrower{debarred} ne $member->{debarred} ) || ( $borrower{debarredcomment} ne $member->{debarredcomment} ) ) ) {
288 # Check to see if this debarment already exists
289 my $debarrments = GetDebarments(
291 borrowernumber => $borrowernumber,
292 expiration => $borrower{debarred},
293 comment => $borrower{debarredcomment}
297 # If it doesn't, then add it!
298 unless (@$debarrments) {
301 borrowernumber => $borrowernumber,
302 expiration => $borrower{debarred},
303 comment => $borrower{debarredcomment}
308 if ($patron->category->category_type ne 'S' && $overwrite_passwords && defined $borrower{password} && $borrower{password} ne ''){
310 $patron->set_password({ password => $borrower{password} });
313 if ( $_->isa('Koha::Exceptions::Password::TooShort') ) {
314 push @errors, { passwd_too_short => 1, borrowernumber => $borrowernumber, length => $_->{length}, min_length => $_->{min_length} };
316 elsif ( $_->isa('Koha::Exceptions::Password::WhitespaceCharacters') ) {
317 push @errors, { passwd_whitespace => 1, borrowernumber => $borrowernumber } ;
319 elsif ( $_->isa('Koha::Exceptions::Password::TooWeak') ) {
320 push @errors, { passwd_too_weak => 1, borrowernumber => $borrowernumber } ;
322 elsif ( $_->isa('Koha::Exceptions::Password::Plugin') ) {
323 push @errors, { passwd_plugin_err => 1, borrowernumber => $borrowernumber } ;
326 push @errors, { passwd_unknown_err => 1, borrowernumber => $borrowernumber } ;
332 $patron_attributes = $patron->extended_attributes->merge_and_replace_with( $patron_attributes );
334 # We do not want to filter by branch, maybe we should?
335 Koha::Patrons->find($borrowernumber)->extended_attributes->delete;
336 $patron->extended_attributes($patron_attributes);
343 name => 'lastoverwritten',
344 value => $borrower{'surname'} . ' / ' . $borrowernumber
352 my $patron_id = defined $matchpoint ? $borrower{$matchpoint} : $matchpoint_attr_type;
353 if ( $_->isa('Koha::Exceptions::Patron::Attribute::UniqueIDConstraint') ) {
354 push @errors, { patron_attribute_unique_id_constraint => 1, borrowernumber => $borrowernumber, attribute => $_->attribute };
355 } elsif ( $_->isa('Koha::Exceptions::Patron::Attribute::InvalidType') ) {
356 push @errors, { patron_attribute_invalid_type => 1, borrowernumber => $borrowernumber, attribute_type_code => $_->type };
357 } elsif ( $_->isa('Koha::Exceptions::Patron::Attribute::NonRepeatable') ) {
358 push @errors, { patron_attribute_non_repeatable => 1, borrowernumber => $borrowernumber, attribute => $_->attribute };
361 push @errors, { unknown_error => 1 };
367 # TODO We can raise a better error
368 name => 'lastinvalid',
369 value => $borrower{'surname'} . ' / ' . $borrowernumber
376 $schema->storage->txn_do(sub {
377 my $patron = Koha::Patron->new(\%borrower)->store;
378 $borrowernumber = $patron->id;
380 if ( $patron->is_debarred ) {
383 borrowernumber => $patron->borrowernumber,
384 expiration => $patron->debarred,
385 comment => $patron->debarredcomment,
391 # FIXME Hum, we did not filter earlier and now we do?
392 $patron->extended_attributes->filter_by_branch_limitations->delete;
393 $patron->extended_attributes($patron_attributes);
396 if ($set_messaging_prefs) {
397 C4::Members::Messaging::SetMessagingPreferencesFromDefaults(
399 borrowernumber => $patron->borrowernumber,
400 categorycode => $patron->categorycode,
406 push @imported_borrowers, $patron->borrowernumber; #for patronlist
411 name => 'lastimported',
412 value => $patron->surname . ' / ' . $patron->borrowernumber,
419 my $patron_id = defined $matchpoint ? $borrower{$matchpoint} : $matchpoint_attr_type;
420 if ( $_->isa('Koha::Exceptions::Patron::Attribute::UniqueIDConstraint') ) {
421 push @errors, { patron_attribute_unique_id_constraint => 1, patron_id => $patron_id, attribute => $_->attribute };
422 } elsif ( $_->isa('Koha::Exceptions::Patron::Attribute::InvalidType') ) {
423 push @errors, { patron_attribute_invalid_type => 1, patron_id => $patron_id, attribute_type_code => $_->type };
424 } elsif ( $_->isa('Koha::Exceptions::Patron::Attribute::NonRepeatable') ) {
425 push @errors, { patron_attribute_non_repeatable => 1, patron_id => $patron_id, attribute => $_->attribute };
429 push @errors, { unknown_error => 1 };
434 name => 'lastinvalid',
435 value => $borrower{'surname'} . ' / Create patron',
441 next LINE unless $success;
443 # Add a guarantor if we are given a relationship
444 if ( $guarantor_id ) {
445 my $relationship = Koha::Patron::Relationships->find(
447 guarantee_id => $borrowernumber,
448 guarantor_id => $guarantor_id,
452 if ( $relationship ) {
453 $relationship->relationship( $guarantor_relationship );
454 $relationship->store();
457 Koha::Patron::Relationship->new(
459 guarantee_id => $borrowernumber,
460 relationship => $guarantor_relationship,
461 guarantor_id => $guarantor_id,
468 $schema->storage->txn_rollback if $dry_run;
471 feedback => \@feedback,
473 imported => $imported,
474 overwritten => $overwritten,
475 already_in_db => $alreadyindb,
477 imported_borrowers => \@imported_borrowers,
481 =head2 prepare_columns
483 my @csvcolumns = $self->prepare_columns({headerrow => $borrowerline, keycol => \%csvkeycol, errors => \@errors, });
485 Returns an array of all column key and populates a hash of colunm key positions.
489 sub prepare_columns {
490 my ($self, $params) = @_;
492 my $status = $self->text_csv->parse($params->{headerrow});
494 push( @{$params->{errors}}, { badheader => 1, line => 1, lineraw => $params->{headerrow} });
498 my @csvcolumns = $self->text_csv->fields();
500 foreach my $keycol (@csvcolumns) {
501 # columnkeys don't contain whitespace, but some stupid tools add it
503 $keycol =~ s/^\N{BOM}//; # Strip BOM if exists, otherwise it will be part of first column key
504 $params->{keycol}->{$keycol} = $col++;
510 =head2 set_attribute_types
512 my $matchpoint_attr_type = $self->set_attribute_types({ extended => $extended, matchpoint => $matchpoint, });
514 Returns an attribute type based on matchpoint parameter.
518 sub set_attribute_types {
519 my ($self, $params) = @_;
522 if( $params->{extended} ) {
523 $attribute_type = Koha::Patron::Attribute::Types->find($params->{matchpoint});
526 return $attribute_type;
529 =head2 set_column_keys
531 my @columnkeys = set_column_keys($extended);
533 Returns an array of borrowers' table columns.
537 sub set_column_keys {
538 my ($self, $extended) = @_;
540 my @columnkeys = map { $_ ne 'borrowernumber' ? $_ : () } Koha::Patrons->columns();
541 push( @columnkeys, 'patron_attributes' ) if $extended;
542 push( @columnkeys, qw( guarantor_relationship guarantor_id ) );
547 =head2 generate_patron_attributes
549 my $patron_attributes = generate_patron_attributes($extended, $borrower{patron_attributes}, $feedback);
551 Returns a Koha::Patron::Attributes as expected by Koha::Patron->extended_attributes
555 sub generate_patron_attributes {
556 my ($self, $extended, $string, $feedback) = @_;
558 unless( $extended ) { return; }
559 unless( defined $string ) { return; }
561 # Fixup double quotes in case we are passed smart quotes
562 $string =~ s/\xe2\x80\x9c/"/g;
563 $string =~ s/\xe2\x80\x9d/"/g;
565 push (@$feedback, { feedback => 1, name => 'attribute string', value => $string });
566 return [] unless $string; # Unit tests want the feedback, is it really needed?
568 my $csv = Text::CSV->new({binary => 1}); # binary needed for non-ASCII Unicode
569 my $ok = $csv->parse($string); # parse field again to get subfields!
570 my @list = $csv->fields();
571 my @patron_attributes =
572 sort { $a->{code} cmp $b->{code} || $a->{attribute} cmp $b->{attribute} }
574 my @arr = split /:/, $_, 2;
575 { code => $arr[0], attribute => $arr[1] }
577 return \@patron_attributes;
578 # TODO: error handling (check $ok)
581 =head2 check_branch_code
583 check_branch_code($borrower{branchcode}, $borrowerline, $line_number, \@missing_criticals);
585 Pushes a 'missing_criticals' error entry if no branch code or branch code does not map to a branch name.
589 sub check_branch_code {
590 my ($self, $branchcode, $borrowerline, $line_number, $missing_criticals) = @_;
593 unless( $branchcode ) {
594 push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline), });
598 # look for branch code
599 my $library = Koha::Libraries->find( $branchcode );
601 push (@$missing_criticals, { key => 'branchcode', line => $line_number, lineraw => decode_utf8($borrowerline),
602 value => $branchcode, branch_map => 1, });
606 =head2 check_borrower_category
608 check_borrower_category($borrower{categorycode}, $borrowerline, $line_number, \@missing_criticals);
610 Pushes a 'missing_criticals' error entry if no category code or category code does not map to a known category.
614 sub check_borrower_category {
615 my ($self, $categorycode, $borrowerline, $line_number, $missing_criticals) = @_;
618 unless( $categorycode ) {
619 push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline), });
623 # Looking for borrower category
624 my $category = Koha::Patron::Categories->find($categorycode);
625 unless( $category ) {
626 push (@$missing_criticals, { key => 'categorycode', line => $line_number, lineraw => decode_utf8($borrowerline),
627 value => $categorycode, category_map => 1, });
633 format_dates({borrower => \%borrower, lineraw => $lineraw, line => $line_number, missing_criticals => \@missing_criticals, });
635 Pushes a 'missing_criticals' error entry for each of the 3 date types dateofbirth, dateenrolled and dateexpiry if it can not
636 be formatted to the chosen date format. Populates the correctly formatted date otherwise.
641 my ($self, $params) = @_;
643 foreach my $date_type (qw(dateofbirth dateenrolled dateexpiry date_renewed)) {
644 my $tempdate = $params->{borrower}->{$date_type} or next();
645 my $formatted_date = eval { output_pref( { dt => dt_from_string( $tempdate ), dateonly => 1, dateformat => 'iso' } ); };
647 if ($formatted_date) {
648 $params->{borrower}->{$date_type} = $formatted_date;
650 $params->{borrower}->{$date_type} = '';
651 push (@{$params->{missing_criticals}}, { key => $date_type, line => $params->{line}, lineraw => decode_utf8($params->{lineraw}), bad_date => 1 });