Ghost/ghost/members-importer/lib/MembersCSVImporter.js
Sag 9f438972f1
Added search by email for Stripe Customer ID during member import (#17326)
closes https://github.com/TryGhost/Product/issues/3593

- when importing members via CSV, it's now possible to add the value "auto" for the "stripe_customer_id" field. When this option is passed, the importer will search for a Stripe customer based on the email address provided
- if there are multiple Stripe customers with the same email address, the customer with the most recent subscription is returned
2023-07-13 13:20:54 +02:00

375 lines
16 KiB
JavaScript

const moment = require('moment-timezone');
const path = require('path');
const fs = require('fs-extra');
const membersCSV = require('@tryghost/members-csv');
const errors = require('@tryghost/errors');
const tpl = require('@tryghost/tpl');
const emailTemplate = require('./email-template');
const logging = require('@tryghost/logging');
const messages = {
filenameCollision: 'Filename already exists, please try again.'
};
// The key should correspond to a member model field (unless it's a special purpose field like 'complimentary_plan')
// the value should represent an allowed field name coming from user input
const DEFAULT_CSV_HEADER_MAPPING = {
email: 'email',
name: 'name',
note: 'note',
subscribed_to_emails: 'subscribed',
created_at: 'created_at',
complimentary_plan: 'complimentary_plan',
stripe_customer_id: 'stripe_customer_id',
labels: 'labels'
};
module.exports = class MembersCSVImporter {
/**
* @param {Object} options
* @param {string} options.storagePath - The path to store CSV's in before importing
* @param {Function} options.getTimezone - function returning currently configured timezone
* @param {() => Object} options.getMembersRepository - member model access instance for data access and manipulation
* @param {() => Promise<import('@tryghost/tiers/lib/Tier')>} options.getDefaultTier - async function returning default Member Tier
* @param {Function} options.sendEmail - function sending an email
* @param {(string) => boolean} options.isSet - Method checking if specific feature is enabled
* @param {({job, offloaded, name}) => void} options.addJob - Method registering an async job
* @param {Object} options.knex - An instance of the Ghost Database connection
* @param {Function} options.urlFor - function generating urls
* @param {Object} options.context
*/
constructor({storagePath, getTimezone, getMembersRepository, getDefaultTier, sendEmail, isSet, addJob, knex, urlFor, context}) {
this._storagePath = storagePath;
this._getTimezone = getTimezone;
this._getMembersRepository = getMembersRepository;
this._getDefaultTier = getDefaultTier;
this._sendEmail = sendEmail;
this._isSet = isSet;
this._addJob = addJob;
this._knex = knex;
this._urlFor = urlFor;
this._context = context;
}
/**
* Prepares a CSV file for import
* - Maps headers based on headerMapping, this allows for a non standard CSV
* to be imported, so long as a mapping exists between it and a standard CSV
* - Stores the CSV to be imported in the storagePath
* - Creates a MemberImport Job and associated MemberImportBatch's
*
* @param {string} inputFilePath - The path to the CSV to prepare
* @param {Object.<string, string>} [headerMapping] - An object whose keys are headers in the input CSV and values are the header to replace it with
* @param {Array<string>} [defaultLabels] - A list of labels to apply to every member
*
* @returns {Promise<{filePath: string, batches: number, metadata: Object.<string, any>}>} - A promise resolving to the data including filePath of "prepared" CSV
*/
async prepare(inputFilePath, headerMapping, defaultLabels) {
headerMapping = headerMapping || DEFAULT_CSV_HEADER_MAPPING;
// @NOTE: investigate why is it "1" and do we even need this concept anymore?
const batchSize = 1;
const siteTimezone = this._getTimezone();
const currentTime = moment().tz(siteTimezone).format('YYYY-MM-DD HH:mm:ss.SSS');
const outputFileName = `Members Import ${currentTime}.csv`;
const outputFilePath = path.join(this._storagePath, '/', outputFileName);
const pathExists = await fs.pathExists(outputFilePath);
if (pathExists) {
throw new errors.DataImportError({message: tpl(messages.filenameCollision)});
}
// completely rely on explicit user input for header mappings
const rows = await membersCSV.parse(inputFilePath, headerMapping, defaultLabels);
const columns = Object.keys(rows[0]);
const numberOfBatches = Math.ceil(rows.length / batchSize);
const mappedCSV = membersCSV.unparse(rows, columns);
const hasStripeData = !!(rows.find(function rowHasStripeData(row) {
return !!row.stripe_customer_id;
}));
await fs.writeFile(outputFilePath, mappedCSV);
return {
filePath: outputFilePath,
batches: numberOfBatches,
metadata: {
hasStripeData
}
};
}
/**
* Performs an import of a CSV file
*
* @param {string} filePath - the path to a "prepared" CSV file
*/
async perform(filePath) {
const rows = await membersCSV.parse(filePath, DEFAULT_CSV_HEADER_MAPPING);
const defaultTier = await this._getDefaultTier();
const membersRepository = await this._getMembersRepository();
const result = await rows.reduce(async (resultPromise, row) => {
const resultAccumulator = await resultPromise;
// Use doNotReject config to reject `executionPromise` on rollback
// https://github.com/knex/knex/blob/master/UPGRADING.md
const trx = await this._knex.transaction(undefined, {doNotRejectOnRollback: false});
const options = {
transacting: trx,
context: this._context
};
try {
// If the member is created in the future, set created_at to now
// Members created in the future will not appear in admin members list
// Refs https://github.com/TryGhost/Team/issues/2793
const createdAt = moment(row.created_at).isAfter(moment()) ? moment().toDate() : row.created_at;
const memberValues = {
email: row.email,
name: row.name,
note: row.note,
subscribed: row.subscribed,
created_at: createdAt,
labels: row.labels
};
const existingMember = await membersRepository.get({email: memberValues.email}, {
...options,
withRelated: ['labels', 'newsletters']
});
let member;
if (existingMember) {
const existingLabels = existingMember.related('labels') ? existingMember.related('labels').toJSON() : [];
const existingNewsletters = existingMember.related('newsletters');
// Preserve member's existing newsletter subscription preferences
if (existingNewsletters.length > 0 && memberValues.subscribed) {
memberValues.newsletters = existingNewsletters.toJSON();
}
// If member does not have any subscriptions, assume they have previously unsubscribed
// and do not re-subscribe them
if (!existingNewsletters.length && memberValues.subscribed) {
memberValues.subscribed = false;
}
member = await membersRepository.update({
...memberValues,
labels: existingLabels.concat(memberValues.labels)
}, {
...options,
id: existingMember.id
});
} else {
member = await membersRepository.create(memberValues, Object.assign({}, options, {
context: {
import: true
}
}));
}
if (row.stripe_customer_id && typeof row.stripe_customer_id === 'string') {
let stripeCustomerId;
// If 'auto' is passed, try to find the Stripe customer by email
if (row.stripe_customer_id.toLowerCase() === 'auto') {
stripeCustomerId = await membersRepository.getCustomerIdByEmail(row.email);
} else {
stripeCustomerId = row.stripe_customer_id;
}
if (stripeCustomerId) {
await membersRepository.linkStripeCustomer({
customer_id: stripeCustomerId,
member_id: member.id
}, options);
}
} else if (row.complimentary_plan) {
await membersRepository.update({
products: [{id: defaultTier.id.toString()}]
}, {
...options,
id: member.id
});
}
await trx.commit();
return {
...resultAccumulator,
imported: resultAccumulator.imported + 1
};
} catch (error) {
// The model layer can sometimes throw arrays of errors
const errorList = [].concat(error);
const errorMessage = errorList.map(({message}) => message).join(', ');
await trx.rollback();
return {
...resultAccumulator,
errors: [...resultAccumulator.errors, {
...row,
error: errorMessage
}]
};
}
}, Promise.resolve({
imported: 0,
errors: []
}));
return {
total: result.imported + result.errors.length,
...result
};
}
generateCompletionEmail(result, data) {
const siteUrl = new URL(this._urlFor('home', null, true));
const membersUrl = new URL('members', this._urlFor('admin', null, true));
if (data.importLabel) {
membersUrl.searchParams.set('label', data.importLabel.slug);
}
return emailTemplate({result, siteUrl, membersUrl, ...data});
}
generateErrorCSV(result) {
const errorsWithFormattedMessages = result.errors.map((row) => {
const formattedError = row.error
.replace(
'Value in [members.email] cannot be blank.',
'Missing email address'
)
.replace(
'Value in [members.note] exceeds maximum length of 2000 characters.',
'"Note" exceeds maximum length of 2000 characters'
)
.replace(
'Value in [members.subscribed] must be one of true, false, 0 or 1.',
'Value in "Subscribed to emails" must be "true" or "false"'
)
.replace(
'Validation (isEmail) failed for email',
'Invalid email address'
)
.replace(
/No such customer:[^,]*/,
'Could not find Stripe customer'
);
return {
...row,
error: formattedError
};
});
return membersCSV.unparse(errorsWithFormattedMessages);
}
/**
* Send email with attached CSV containing error rows info
*
* @param {Object} config
* @param {String} config.emailRecipient - email recipient for error file
* @param {String} config.emailSubject - email subject
* @param {String} config.emailContent - html content of email
* @param {String} config.errorCSV - error CSV content
* @param {Object} config.emailSubject - email subject
* @param {Object} config.importLabel -
* @param {String} config.importLabel.name - label name
*/
async sendErrorEmail({emailRecipient, emailSubject, emailContent, errorCSV, importLabel}) {
await this._sendEmail({
to: emailRecipient,
subject: emailSubject,
html: emailContent,
forceTextContent: true,
attachments: [{
filename: `${importLabel.name} - Errors.csv`,
content: errorCSV,
contentType: 'text/csv',
contentDisposition: 'attachment'
}]
});
return;
}
/**
* Processes CSV file and imports member&label records depending on the size of the imported set
*
* @param {Object} config
* @param {String} config.pathToCSV - path where imported csv with members records is stored
* @param {Object} config.headerMapping - mapping of CSV headers to member record fields
* @param {Object} [config.globalLabels] - labels to be applied to whole imported members set
* @param {Object} config.importLabel -
* @param {String} config.importLabel.name - label name
* @param {Object} config.user
* @param {String} config.user.email - calling user email
* @param {Object} config.LabelModel - instance of Ghosts Label model
* @param {Boolean} config.forceInline - allows to force performing imports not in a job (used in test environment)
* @param {{testImportThreshold: () => Promise<void>}} config.verificationTrigger
*/
async process({pathToCSV, headerMapping, globalLabels, importLabel, user, LabelModel, forceInline, verificationTrigger}) {
const meta = {};
const job = await this.prepare(pathToCSV, headerMapping, globalLabels);
meta.originalImportSize = job.batches;
if ((job.batches <= 500 && !job.metadata.hasStripeData) || forceInline) {
const result = await this.perform(job.filePath);
const importLabelModel = result.imported ? await LabelModel.findOne(importLabel) : null;
await verificationTrigger.testImportThreshold();
return {
meta: Object.assign(meta, {
stats: {
imported: result.imported,
invalid: result.errors
},
import_label: importLabelModel
})
};
} else {
const emailRecipient = user.email;
this._addJob({
job: async () => {
try {
const result = await this.perform(job.filePath);
const importLabelModel = result.imported ? await LabelModel.findOne(importLabel) : null;
const emailContent = this.generateCompletionEmail(result, {
emailRecipient,
importLabel: importLabelModel ? importLabelModel.toJSON() : null
});
const errorCSV = this.generateErrorCSV(result);
const emailSubject = result.imported > 0 ? 'Your member import is complete' : 'Your member import was unsuccessful';
await this.sendErrorEmail({
emailRecipient,
emailSubject,
emailContent,
errorCSV,
importLabel
});
} catch (e) {
logging.error('Error in members import job');
logging.error(e);
}
// Still check verification triggers in case of errors (e.g., email sending failed)
try {
await verificationTrigger.testImportThreshold();
} catch (e) {
logging.error('Error in members import job when testing import threshold');
logging.error(e);
}
},
offloaded: false,
name: 'members-import'
});
return {
meta
};
}
}
};