Editing Personnel Database/Processing/How To

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==How to process the membership database==
Processing the database requires UNIX scripts, which I ([[Brett Wuth]]) keep
on the PCSAR virtual machine.

Unless you understand UNIX, you're not likely to understand much
of this. If you need to get someone else to do this, you'll need to
find someone with UNIX or Linux shell skills.

The scripts check for changes in the database, so they keep a
running record of the last changes they've seen.

=== Pending edits ===
Check my personal copy of the call-out list to see any marked-up changes that I've noted
may be necessary.

=== Extract and validate ===
{{rbw|as used}}
to do
* validate upon edit rather than wait for process
** (reverified after 2015-07 damage) enable PCSARBot to receive email on watched pages
*** configure exim to receive e-mail locally
*** login as PCSARBot
*** change e-mail address to bot@pcsar.castrov.cuug.ab.ca
*** confirm new address
*** enable e-mail options for
**** E-mail me when a page I'm watching is changed
**** E-mail me also for minor edits of pages
** (reverified after 2015-07 damage) validate Activities upon edit
*** Add [[Activities]] to PCSARBot's watchlist
*** uses .procmailrc
*** uses script ~bot/sar/pc/membership/bin/wiki-membership-activities-validate to update [[Activities/Report/wiki-membership-activities-validate]]
*** amend script to output errors with contextual lines
** validate each Membership Record upon edit
*** (reverified after 2015-07 damage) write script to validate just member passed
**** see ~bot/sar/pc/membership/bin/wiki-membership-member-validate
**** Use "{{member|Brett Wuth}}" as experiment
*** (reverified after 2015-07 damage) update all memrec pages to include validation report
**** define as part of memrec template
*** develop trigger on memrec changes
**** develop dispatch on changes to individual memrec or Activities
***** (recheck) create trial watch on my mem record ({{member|Brett Wuth}})
****** (done) Add PCSARBot to "TrustedGuest" group
***** ''currently uses exact match on page name in .procmailrc
***** (done) verify changes to Brett Wuth's MemRec triggers report update
***** develop mechanism to register dispatch for page, what script to run
****** ''on wiki itself
****** ''advantage: inspectability: easy for others self, to see what is going on
****** ''disadvantage: more work
****** ''single page [[Members:PCSARBot/Watches]]
******* ''each line like:'' <code><nowiki>* [[pagename]]: script</nowiki></code>
******* ''with possible duplicates of pagename, specifying different scripts
****** (done)  write scripts to enable/disable watch on a wiki page
******* (done) wiki-page-watch-enable
******* (done) wiki-page-watch-disable
****** (done) write scripts to add/remove watch scripts
******* (done) wiki-watch-script-add
******* (done) wiki-watch-script-remove
****** '''(next)''' create mechanism to dispatch scripts based on email of page that changed; <code>wiki-watch-scripts-dispatch</code>
******* ''consider security of other person editing page
******* (done) create tool to determine revision number of page: ~/bin/wiki-page-revision-number-get
******* (done) create tool to determine editor of particular revision of page (not necessarily current revision)
******** (done) create tool <code>wiki-page-editors-list</code> that generates list of revision id's and editors
******** (done) create script wiki-page-editor that produces editor of latest or specified revision
******* (done) create tool to get the synced content and last editor of a page: <code>wiki-page-get-with-editor</code>
******** (done) create <code>wiki-page-get</code>
******** ''consider usage pattern get-latest-revision-number; get-page; verify lasest-revision-number unchanged
******* validate against whitelist of last editors
******** '''design choice:''' use single hardcoded name: 'Brett Wuth'
******** consider: can whitelist be stored on wiki page?  That page would need to be validated itself.  Could be rooted in a single hardcoded name.
******** shortcut: validate against single hardcoded name until need list
****** create mechanism to unwatch pages if email came in and no watch script registered
**** develop watch on memrec category
***** add new pages
***** delete removed pages
*** distribute previously created tools through git
*** allow Members: page to transclude report from another Members: page
*** when [[Activities]] changes, reprocess all Members
**** only if no errors in Activities itself -- otherwise error would appear on each page
**** only file report if change -- otherwise many unrelated updates

{{rbw|as used}} to do: optimize for speed (last run 7min)

as user "wuth"

cd ~/sar/pc/membership
 wiki-extract

* Reconcile
make any necessary changes.

=== Process ===
 xslt <personnel-database.xml lib/Applicants.xsl | xslt lib/Name.xsl

* <big>'''make sure current ssh-agent authority is extended'''</big>
 ssh -AX wuth@localhost

database-process

* prints copies for myself
* sends membership list (names only) to [[Members:Protocols/Shell H2S/Global Training|Global Training for validation of H2S Alive course registration.]]

Manually check the Unicode in reports:
* [[Members:Membership Database/PCSAR]]
* [[Members:Membership Database/Combined Members]]
* [[Members:Call Out/List]]
==== D4H export ====
2021-03-21 D4H has changed SSL protocols.  Requires upgraded version python.

d4h-web-interface.py user:pcsard4hbot@pcsar.ca.d4h.org membersImport

may need to re-download database to get newly assigned D4HMemberIDs
 wiki-extract

d4h-web-interface.py user:pcsard4hbot@pcsar.ca.d4h.org activitiesAttendanceImport

==== Rave export ====
  wuth@pcsar:~/sar/pc/membership$ call-out-list-xml >tmp/call-out-list.xml
  wuth@desk:~/wuth/pcremo/rave/rave-api-tools$ scp -p wuth@pcsar.castrov.cuug.ab.ca:sar/pc/membership/tmp/call-out-list.xml .
  wuth@desk:~/wuth/pcremo/rave/rave-api-tools$ python3 -m sar

** sometimes fails at initial log in and has to be restarted
** takes ~65 minutes to run
*** see {{subpage|Rapid Notify}}

==== Continue ====
* To Do: {{rbw|as used}}
** additional policy checks
*** write policy check for sar fund currency
**** Set type of existing Activities.  See /[ssh/pcsar]/home/wuth/sar/pc/membership/lib/Membership.xsd ActivityCategoryType (done to 2012-01)
**** base on /[scp/pcsar]/home/wuth/sar/pc/membership/bin/policy-check-stale
***** see lib/SARFundStale.xsl
****** needs debugging
**** add to CVS
*** write policy check for voting member upgrade
*** write policy check for voting member currency
** commonize elements of {bin,lib}/{call-out,first-call}

* Personnel records: -- done by Adam now
 lpr -Pofficejet8500 -o outputorder=reverse run/print-queue/*{recorder,SARCAR}*

* Fax to Fire Dispatch in Lethbridge -- not done any more
 first-call-list-fax

* Print/Send the Fan-Out list -- no longer done
 fan-out-list-send

* Call Out List: -- done by Adam
** for binder
** for SARCAR
** for overhead box at firehall
** 3 copies

=== sync wiki accounts ===

* [http://iweb.castrov.cuug.ab.ca/mediawiki/index.php/Mediawiki#Syncing_user_list sync] the membership list with the wiki user list
** rename/merge Charlene/Charleen Bruder
** Extract list of users currently with "Member" status
*** http://pcsar.dyndns.org:8080/mediawiki/index.php?title=Special:Listusers&limit=500&group=Members

will require manual manipulation to

'''To Do:
* '''(next)''' create tool to drop member of group
* rename existing user

see [http://iweb.castrov.cuug.ab.ca/mediawiki/index.php/Mediawiki#Syncing_user_list personal notes]

==Non-monthly processing==
These are tasks that aren't done on a regular basis. Some of
them haven't been done in long time and their instructions are now
out of date.

=== copy to Brett's laptop ===

Because the remaining steps don't run on the PCSAR virtual machine yet, the file must be copied to Brett's laptop and run from there.
<pre>
wuth@macbook:~/sar/pc/membership$ chmod 600 personnel-database.xml
wuth@macbook:~/sar/pc/membership$ scp -p wuth@pcsar:sar/pc/membership/personnel-database.xml .
wuth@macbook:~/sar/pc/membership$ chmod 400 personnel-database.xml
wuth@macbook:~/sar/pc/membership$ scp -p wuth@pcsar:sar/pc/membership/tmp/personnel-database.txt tmp
wuth@macbook:~/sar/pc/membership$ rm -r run
wuth@macbook:~/sar/pc/membership$ scp -pr wuth@pcsar:sar/pc/membership/run .                     
</pre>

===To prepare a list of addresses and phone numbers of all our members===
This was required for a casino application.
  xslt lib/MembersOnly.xsl < personnel-database.xml |xslt lib/NamePhoneAddress.xsl >tmp/addresses.txt

===To print blank Personnel Records===
* keep 10 copies at hand
  personnel-blank-print 10

===To send call-out list via e-mail===
* Stop sending in September 2003

call-out-list-email
Call-out list to executive.

* verify doesn't send when no change:
* Add note about any deletions
* automate production of

===To e-mail mailing labels===
* Does not require anymore
 mailing-labels-email

Mailing Labels sent to Jackie.

===To e-mail changes for Resource database===
*** Stop doing October, 2003. Need another way to handle resource database

personnel-database-mail-resource-database

===When new members join, or e-mail addresses filled in===
<pre>
To: Subject: Welcome 
--text follows this line--
Thanks for joining Pincher Creek SAR. Can you please check if I've correctly
copied your membership record:

---cut---
---cut---

Training sessions/meetings are the first Tuesday of every month,
usually starting at 19:00.

If you'd like to join in a club discussion and receive notices
via e-mail, please send a "subscribe" message to pcsar-discuss-request@castrov.cuug.ab.ca

Take Care,Brett Wuth wuth@acm.org
wuth@telusplanet.net bwuth@cuug.ab.ca Box 1251-U, Pincher Creek,
Alberta T0K 1W0, CANADA Tel:+1 403 627-2460 pgp-public-keys@uit.no
has mine; Print=E4F8EDEECBE01AD2FA3D8B2D94B1A292 What is the meaning of life?! Yes.
</pre>
===To print the participation dates===
 xslt <personnel-database.xml Activities.xsl | awk -v FS=":" {printf "%-24s:%-7s:%s\n", $1, $2, $3 } | mail -s "activity history" `MailRCAliasAddressGet "Bob Costa"` wuth

participation-report-make

* Add any missing entries to partitipation-type.txt

Brett Wuth, 2006/07/15 09:35 MST (via web):
Reformat the database after automatic translation using:

xml-tidy "Training, Experience, Equipment, Notes" <personnel-database.xml >reformatted.xml

Please note that all contributions to PCSAR are considered to be released under the Attribution-Share Alike 3.0 Unported (see PCSAR:Copyrights for details). If you don't want your writing to be edited mercilessly and redistributed at will, then don't submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource. DO NOT SUBMIT COPYRIGHTED WORK WITHOUT PERMISSION!

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@@ Line 1: / Line 1: @@
-==How to process the personnel database==
+==How to process the membership database==
 Processing the database requires UNIX scripts, which I ([[Brett Wuth]]) keep
 on the PCSAR virtual machine.
@@ Line 31: / Line 31: @@
 *** uses script ~bot/sar/pc/membership/bin/wiki-membership-activities-validate to update [[Activities/Report/wiki-membership-activities-validate]]
 *** amend script to output errors with contextual lines
-** validate each Personnel Record upon edit
+** validate each Membership Record upon edit
 *** (reverified after 2015-07 damage) write script to validate just member passed
 **** see ~bot/sar/pc/membership/bin/wiki-membership-member-validate
@@ Line 101: / Line 101: @@
 * prints copies for myself
-* sends personnel list (names only) to [[Members:Protocols/Shell H2S/Global Training|Global Training for validation of H2S Alive course registration.]]
+* sends membership list (names only) to [[Members:Protocols/Shell H2S/Global Training|Global Training for validation of H2S Alive course registration.]]
 Manually check the Unicode in reports:
@@ Line 158: / Line 158: @@
 === sync wiki accounts ===
-* [http://iweb.castrov.cuug.ab.ca/mediawiki/index.php/Mediawiki#Syncing_user_list sync] the personnel list with the wiki user list
+* [http://iweb.castrov.cuug.ab.ca/mediawiki/index.php/Mediawiki#Syncing_user_list sync] the membership list with the wiki user list
 ** rename/merge Charlene/Charleen Bruder
 ** Extract list of users currently with "Member" status
@@ Line 226: / Line 226: @@
 --text follows this line--
 Thanks for joining Pincher Creek SAR. Can you please check if I've correctly
-copied your personnel record:
+copied your membership record:
 ---cut---