clinic/netforce_clinic/models/report_payment_matching.py

import time
from calendar import monthrange

from netforce.model import Model,fields,get_model
from netforce.access import get_active_company
from netforce.utils import get_file_path
from . import utils

STATES={
    'draft': 'Draft',
    'waiting_matching':'Waiting Matching',
    'match':'Match',
    'unmatch':'Unmatch',
    'approved':'Approved',
}

class ReportPaymentMatching(Model):
    _name="clinic.report.payment.matching"
    _string="Report Payment Mathching"
    _transient=True
    
    _fields={
        "date": fields.Date("Month", required=True),
        "date_from": fields.Date("From", required=True),
        "date_to": fields.Date("To", required=True),
        'state': fields.Selection([['draft','Draft'],['waiting_matching','Waiting Matching'],['match','Match'],['unmatch','Unmatch'],['approved','Approved']],'State'),
        'patient_id': fields.Many2One("clinic.patient","Patient"),
        'file': fields.File("File"),
        'type_id': fields.Many2One("clinic.patient.type","Patient Type",required=True),
        'hcode_id': fields.Many2One("clinic.hospital","HCode",required=True),
        'match_qty': fields.Integer("Match Qty"),
        'unmatch_qty': fields.Integer("Unmatch Qty"),
        'show_hcode': fields.Integer("Unmatch Qty"),
    }

    def _get_date_from(self,context={}):
        year,month=time.strftime("%Y-%m").split("-")
        return '%s-%s-01'%(year,month)

    def _get_date_to(self,context={}):
        year,month,day=time.strftime("%Y-%m-%d").split("-")
        weekday, total_day=monthrange(int(year), int(month))
        return "%s-%s-%s"%(year,month,total_day)
    
    def _get_type_id(self,context={}):
        st=get_model("clinic.setting").browse(1)
        return st.patient_type_id.id

    _defaults={
        'date': lambda *a: time.strftime("%Y-%m-%d"),
        'date_from': _get_date_from,
        'date_to': _get_date_to,
        'state': 'match',
        'type_id': _get_type_id,
        'show_hcode': 0,
    }

    def match_invoice(self,ids,context={}):
        if not ids:
            print("no ids")
            return
        obj=self.browse(ids)[0]
        if not obj.file:
            raise Exception("File not found!")

        hcode_impt=obj.hcode_id.code or ""

        fname=obj.file
        #pks
        if obj.type_id.code=='S':
            n,sf=fname.split(".")
            if sf not in ('xls','xlsx'):
                raise Exception("File should be xls or xlsx")
            fpath=get_file_path(fname)
            lines=utils.read_excel(fpath,show_datetime=True)

        elif obj.type_id.code=='U':
            fpath=get_file_path(fname)
            node='HDBills'
            lines=utils.read_xml(fpath,node=node)
            hcode_impt=fname.split("_")[0]
            print('>> ', hcode_impt)
        else:
            raise Exception("Script is not support")

        if not lines:
            raise Exception("No data to match") 

        dom=[]
        dom.append(['state','in',['match','waiting_matching']])
        dom.append(['ok','=',False])
        matches={}
        for exp in get_model("clinic.hd.case.expense").search_browse(dom):
            ptype=exp.patient_id.type_id
            if ptype.id==obj.type_id.id:
                exp.write({
                    'match_id': obj.id,
                    'ok': False,
                })
                if not matches.get(exp.date):
                    patient=exp.patient_id
                    if obj.type_id.code=='S':
                        key='%s:%s:%s:%s:%s'%(
                            patient.hn_num,
                            exp.date,
                            exp.fee_amt and exp.fee_amt or 0,
                            exp.srv_amt and exp.srv_amt or 0,
                            exp.mdc_amt and exp.mdc_amt or 0,
                            )
                    else:
                        key='%s:%s:%s'%(
                            patient.hn_num,
                            exp.date,
                            exp.fee_amt and exp.fee_amt or 0,
                            )

                    matches[key]={
                        'exp_id': exp.id,
                    }
            else:
                exp.write({
                    'match_id': None,
                    'ok': False,
                })

        match_qty=0
        unmatch_qty=0
        if obj.type_id.code=='S':
            for line in lines:
                hcode=line.get('hcode18')
                if not hcode:
                    hcode='0'
                hcode=int(hcode)
                hcode=str(hcode)
                if hcode_impt==hcode:
                    lsrv_amt=line.get('epoadm29') or 0
                    lfee_amt=line.get('amount23') or 0
                    lmdc_amt=line.get('allow37') or 0
                    dttran=line.get("dttran")
                    date=dttran[0:10]
                    time=dttran[11:]
                    hn=line.get('hn')
                    hn=''.join([x for x in hn if x.isdigit()])
                    key='%s:%s:%s:%s:%s'%(
                        hn,
                        date,
                        lfee_amt,
                        lsrv_amt,
                        lmdc_amt,
                        )
                    if not time:
                        print("wrong format")
                        continue
                    found=matches.get(key)
                    if found:
                        exp_id=found['exp_id']
                        print("match !! ", key)
                        exp=get_model("clinic.hd.case.expense").browse(exp_id)
                        invno=''
                        if line.get('invno'):
                            invno='%s'%(int(line['invno']))
                        exp.write({
                            'ok': True,
                            'invno': invno,
                            'state': 'match',
                        })
                        match_qty+=1
                    else:
                        unmatch_qty+=1
                        print("no ", key)

        elif obj.type_id.code=='U':
            for line in lines:
                hn=line.get('hn')
                amt=line.get('amount') or 0
                dttran=line.get("dttran")
                date,time=dttran.split("T")
                amt=round(float(amt),1)
                key='%s:%s:%s'%(
                    hn,
                    date,
                    amt,
                )
                found=matches.get(key)
                if found:
                    exp_id=found['exp_id']
                    exp=get_model("clinic.hd.case.expense").browse(exp_id)
                    invno=''
                    if line.get('invno'):
                        invno='%s'%(int(line['invno']))
                    exp.write({
                        'ok': True,
                        'invno': invno,
                        'state': 'match',
                    })
                    match_qty+=1
                else:
                    unmatch_qty+=1
                    print("no ", key)

        obj.write({
            'match_qty': match_qty,
            'unmatch_qty': unmatch_qty,
        })
        return {
            'next': {
                'name': 'clinic_report_payment_matching',
                'mode': 'form',
                'active_id': obj.id,
            },
            'flash': 'Match successfully',
        }

    def get_report_data(self,ids,context={}):
        year, month=time.strftime("%Y-%m").split("-")
        lines=[]
        if not ids:
            return
        obj=self.browse(ids)[0]
        dom=[]
        dom.append(['state','!=','completed'])
        dom.append(['match_id','=',obj.id])
        match_qty=0
        unmatch_qty=0
        for exp in get_model("clinic.hd.case.expense").search_browse(dom):
            patient=exp.patient_id
            match='No'
            exp_color=""
            match_color=""
            if exp.ok:
                match='Yes'
                exp_color='#489f48'
                match_color='white'
                match_qty+=1
            else:
                exp_color='#C0C0C0'
                unmatch_qty+=1
            lines.append({
                'exp_id': exp.id,
                'date': exp.date,
                'patient_name': patient.name,
                'patient_id': patient.id,
                'hn': patient.hn or "",
                'fee_amt': exp.fee_amt or 0,
                'mdc_amt': exp.mdc_amt or 0,
                'srv_amt': exp.srv_amt or 0,
                #'state': STATES[exp.state],
                'match': match,
                'invno': exp.invno,
                'exp_color': exp_color,
                'match_color': match_color,
            })

        lines2=[]
        no=1
        for line in sorted(lines, key=lambda a: a['hn']):
            line['no']=no
            lines2.append(line)
            no+=1
            
        data={
            'match_qty': match_qty or 0,
            'nomatch_qty': unmatch_qty or 0,
            'lines': lines2,
        }
        return data

    def onchange_date(self,context={}):
        data=context['data']
        date=data['date']
        year,month,day=date.split("-")
        weekday, total_day=monthrange(int(year), int(month))
        data['date_from']="%s-%s-01"%(year,month)
        data['date_to']="%s-%s-%s"%(year,month,total_day)
        return data
    
    def make_payment(self,ids,context={}):
        if not ids:
            return
        obj=self.browse(ids)[0]
        partner=obj.type_id.contact_id
        company_id=get_active_company()
        vals={
            "partner_id": partner.id,
            "company_id": company_id,
            "type": "in",
            "pay_type": "invoice",
            'date': time.strftime("%Y-%m-%d"),
            "account_id": partner.account_payment_id.id,
            'invoice_lines': [],
        }

        dom=[]
        dom.append(['ok','=',True])
        dom.append(['state','=','match'])
        dom.append(['match_id','=',obj.id])
        count=0
        for exp in get_model("clinic.hd.case.expense").search_browse(dom):
            for inv in exp.invoices:
                vals['invoice_lines'].append(('create',{
                    'invoice_id': inv.id,
                    'amount': inv.amount_due,
                }))
            exp.write({
                'state': 'completed',
                'ok': False,
            })
            count+=1

        obj.write({
            'match_qty': 0,
            'unmatch_qty': obj.unmatch_qty-obj.match_qty,
        })

        if not count:
            return

        payment_id=get_model("account.payment").create(vals,context={"type":"in"})
        return {
            'next': {
                'name': 'payment',
                'mode': 'form',
                'active_id': payment_id,
            },
            'flash': 'Create payment for match items',
        }
    
    def onchange_type(self,context={}):
        data=context['data']
        type_id=data['type_id']
        ptype=get_model("clinic.patient.type").browse(type_id)
        if ptype.code=='U':
            data['show_hcode']=0
        else:
            data['show_hcode']=1
        for exp in get_model("clinic.hd.case.expense").search_browse([]):
            if ptype.id==exp.patient_id.type_id.id and exp.ok:
                exp.write({
                    'ok': False,
                })
        print("Done!")
                
        
        return data

        

ReportPaymentMatching.register()