clinic/netforce_clinic/models/matching_payment.py

import time
from calendar import monthrange

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

from . import utils

class MatchingPayment(Model):
    _name="clinic.matching.payment"
    _string="Payment Matching"

    def _get_store(self,ids,context={}):
        res={}
        for obj in self.browse(ids):
            partner=obj.patient_type_id.contact_id
            res[obj.id]={
                'partner_id': partner.id,
            }
        return res 

    def _get_all(self,ids,context={}):
        res={}
        for obj in self.browse(ids):
            total_match=0
            total_fee=0
            total_srv=0
            total_epo=0
            otype=obj.type or "all"
            lines=obj.lines
            if otype=='match':
                lines=obj.match_lines
            elif otype=='unmatch':
                lines=obj.unmatch_lines
            for line in lines:
                total_fee+=line.fee or 0
                total_srv+=line.srv or 0
                total_epo+=line.epo or 0
                state=line.state or ''
                if state=='match':
                    total_match+=1
            res[obj.id]={
                'total': len(lines),
                'total_match': total_match,
                'total_unmatch': len(lines)-total_match,
                'total_fee': total_fee,
                'total_srv': total_srv,
                'total_epo': total_epo,
            }
        return res

    _fields={
        'name': fields.Char("Name"),
        "date": fields.Date("Month"),
        "date_from": fields.Date("From", required=True),
        "date_to": fields.Date("To", required=True),
        'file': fields.File("File"),
        'patient_type_id': fields.Many2One("clinic.patient.type","Patient Type",required=True),
        'partner_id': fields.Many2One("partner","Contact", function="_get_store", function_multi=True, store=True),
        'pcode': fields.Char("Code",required=True),
        'hcode_id': fields.Many2One("clinic.hospital","HCode"),
        'lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines"),
        'match_lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines",domain=[['state','=','match']]),
        'unmatch_lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines",domain=[['state','=','unmatch']]),
        'note': fields.Text("Note"),
        'total': fields.Integer("Total",function="_get_all",function_multi=True),
        'total_match': fields.Integer("Match",function="_get_all",function_multi=True),
        'total_unmatch': fields.Integer("Unmatch",function="_get_all",function_multi=True),
        'total_fee': fields.Float("FEE",function="_get_all",function_multi=True),
        'total_srv': fields.Float("Service",function="_get_all",function_multi=True),
        'total_epo': fields.Float("EPO",function="_get_all",function_multi=True),
        'state': fields.Selection([['draft','Draft'],['approved','Approved']],'State'),
        'type': fields.Selection([['all','All'],['match','Match'],['unmatch','Not Match']],'Type'),
        'user_id': fields.Many2One("base.user","Approver"),
    }
    
    def _get_ptype(self,context={}):
        tids=get_model('clinic.patient.type').search([['default','=',True]])
        tid=None
        if tids:
            tid=tids[0]
        return tid

    def _get_pcode(self,context={}):
        types=get_model('clinic.patient.type').search_browse([['default','=',True]])
        if types:
            return types[0].code

    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_name(self,ids,context={}):
        return time.strftime("%Y/%m")

    _defaults={
        'date': lambda *a: time.strftime("%Y-%m-%d"),
        'name': _get_name,
        'date_from': _get_date_from,
        'date_to': _get_date_to,
        'patient_type_id': _get_ptype,
        'pcode': _get_pcode,
        'state': 'draft',
        'user_id': lambda *a: get_active_user(),
        'type': 'all',
    }
    _order="date desc"

    def get_line(self,ids,context={}):
        obj=self.browse(ids)[0]
        if not obj.file:
            raise Exception("File not found!")
        fname=obj.file
        if obj.pcode=='SSO':
            hcode=obj.hcode_id.code or ""
            if not hcode:
                raise Exception("Wrong HCode")
            try:
                n,sf=fname.split(".")
            except Exception as e:
                print("ERROR: wrong file ", e)

            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.pcode=='UC':
            fpath=get_file_path(fname)
            node='HDBills'
            lines=utils.read_xml(fpath,node=node)
            hcode=fname.split("_")[0]
        else:
            raise Exception("Type %s is not support"%obj.pcode or "")

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

    def match(self,ids,context={}):
        obj=self.browse(ids)[0]
        lines=obj.get_line()
        print("len.lines ", len(lines))
        patient_type=obj.patient_type_id
        if not patient_type:
            raise Exception("not found patient type")
        contact=patient_type.contact_id
        if not contact:
            raise Exception("contact not found")
        st=get_model("clinic.setting").browse(1)
        st_pt=st.get_patient_hn()
        patient_hn=st_pt['hns']
        patient_names=st_pt['names']
        matches1={}
        matches2={}
        matches3={}
        matches_uc={}
        dom=[]
        dom.append(['date',">=",obj.date_from])
        dom.append(['date',"<=",obj.date_to])
        dom.append(['partner_id',"=",contact.id])
        dom.append(['state','=', 'waiting_payment'])
        invoices=get_model('account.invoice').search_browse(dom)
        print("len(invoices)", len(invoices))
        for invoice in invoices:
            pname,hn,card_no='', '', ''
            pname2=pname
            if invoice.related_id:
                hdcase=invoice.related_id
                patient=hdcase.patient_id
                #pname=patient.name_check or "" #XXX
                pname='%s%s'%(patient.first_name or "",patient.last_name or "")
                #XXX
                if patient_names.get(pname):
                    pname=patient_names[pname]
                pname2='%s %s'%(patient.first_name or "",patient.last_name or "")
                card_no=patient.card_no or ""
                hn=patient.hn_no
            elif invoice.ref:
                pname=invoice.ref or ''
                #XXX
                if patient_names.get(pname):
                    pname=patient_names[pname]
                pname2=pname
                pname=pname.replace(" ","") # remove space
                for pt in get_model("clinic.patient").search_browse([['name_check','=',pname]]):
                    hn=pt.hn_no or ""
            else:
                pass
            fee,epo,srv=0, 0, 0
            due_amount=0
            for inv_line in invoice.lines:
                amount=inv_line.amount or 0
                prod=inv_line.product_id
                categ_code=''
                categ=prod.categ_id
                if categ:
                    categ_code=categ.code
                    if categ_code=='FEE':
                        fee+=amount
                    elif categ_code=='SRV':
                        srv+=amount
                    elif categ_code=='EPO':
                        epo+=amount
                else:
                    due_amount+=amount
            vals={
                'invoice_id': invoice.id,
                'fee': fee,
                'epo': epo,
                'srv': srv,
                'name': pname2,
            }
            due_amount+=fee+epo+srv #XXX
            date=invoice.date
            req_vals=[date,due_amount]
            key1=':'.join([str(v) for v in [hn]+req_vals])
            key2=':'.join([str(v) for v in [card_no]+req_vals])
            key3=':'.join([str(v) for v in [pname]+req_vals]) # name no space
            key_uc=':'.join([str(v) for v in [hn,date,due_amount]])

            # becareful!!!
            if not matches1.get(key1):
                matches1[key1]=vals
            if not matches2.get(key2):
                matches2[key2]=vals
            if not matches3.get(key3):
                matches3[key3]=vals
            if not matches_uc.get(key_uc):
                matches_uc[key_uc]=vals
        nf_hcode=''
        if obj.hcode_id:
            nf_hcode=obj.hcode_id.code
        records=[]
        if obj.pcode=='SSO':
            for line in lines:
                hcode=line.get('hcode18')
                if not hcode:
                    hcode='0'
                hcode=int(hcode)
                hcode=str(hcode)
                if nf_hcode==hcode:
                    epo=line.get('epoadm29') or 0
                    fee=line.get('amount23') or 0
                    srv=line.get('allow37') or 0
                    date_treatment=line.get("dttran")
                    name=line.get("name14")
                    name_nospace=name.replace(" ","")
                    card_no=int(line.get('pid'))
                    date=date_treatment[0:10]
                    time=date_treatment[11:] #XXX
                    if not time:
                        print("wrong format")
                        continue
                    due_amount=fee+epo+srv
                    req_vals=[date,due_amount]
                    hn=line.get('hn')
                    hn=''.join([x for x in hn if x.isdigit()])
                    key1=':'.join([str(v) for v in [hn]+req_vals])
                    key2=':'.join([str(v) for v in [card_no]+req_vals])
                    key3=':'.join([str(v) for v in [name_nospace]+req_vals])
                    record={
                        'date':date,
                        'patient_name': name,
                        'pid': card_no,
                        'hn': hn,
                        'fee': fee,
                        'srv': srv,
                        'epo': epo,
                        'invoice_id': None,
                        'state': 'unmatch',
                    }
                    #if hn=='100794':
                        #import pdb; pdb.set_trace()
                    if matches1.get(key1):
                        print("found ", key1)
                        record.update({
                            'invoice_id': matches1[key1]['invoice_id'],
                            'state': 'match',
                        })
                    elif matches2.get(key2):
                        print("found ", key2)
                        record.update({
                            'invoice_id': matches2[key2]['invoice_id'],
                            'state': 'match',
                        })
                    elif matches3.get(key3):
                        print("found ", key3)
                        record.update({
                            'invoice_id': matches3[key3]['invoice_id'],
                            'state': 'match',
                        })
                    else:
                        # from ratchawat account settting
                        phn=patient_hn.get(hn)
                        if phn:
                            key1=':'.join([str(v) for v in [phn['hn']]+req_vals])
                            ss="not found"
                            if matches1.get(key1):
                                ss="found"
                                record.update({
                                    'invoice_id': matches1[key1]['invoice_id'],
                                    'state': 'match',
                                })
                            print(ss, ' account mathing ', key1)
                        ## unmatch
                    records.append(record)
        elif obj.pcode=='UC':
            records=[]
            for line in lines:
                #{'amount': '1500.0000',
                 #'cstat': None,
                 #'dttran': '2014-09-27T10:00:00',
                 #'epostat': 'E',
                 #'hdflag': 'COU',
                 #'hdrate': '1500.0000',
                 #'hn': '98511252',
                 #'hreg': 'NHSO1',
                 #'invno': '437941480',
                 #'paid': '0.0000',
                 #'paychk': '1',
                 #'reimbpay': '0.0000',
                 #'rid': '2190',
                 #'station': '01'}
                date,time=(line['dttran'] or "").split("T")
                fee=0
                if line.get('amount'):
                    fee=float(line['amount'])
                hn=line['hn']
                hn=hn.replace(" ", "")
                key_uc=''
                req_vals=[date,fee]
                if date and time:
                    key_uc=':'.join([str(v) for v in [line['hn']]+req_vals])
                pname=''
                pid=''
                for pt in get_model("clinic.patient").search_browse([['hn_no','=',hn]]):
                    pname=pt.name or ""
                    pid=pt.card_no or ""
                record={
                    'date':date,
                    'name': pname,
                    'pid': pid,
                    'hn': hn,
                    'fee': fee,
                    'srv': 0,
                    'epo': 0,
                    'invoice_id': None,
                    'state': 'unmatch',
                }
                if matches_uc.get(key_uc):
                    record.update({
                        'invoice_id': matches1[key_uc]['invoice_id'],
                        'state': 'match',
                    })
                else:
                    #print("not found")
                    hn=hn.replace("-", "")
                    hn=hn.replace("/", "")
                    phn=patient_hn.get(hn)
                    if phn:
                        # match with name
                        key3=':'.join([str(v) for v in [phn['name']]+req_vals])
                        ss="not found"
                        mvals=matches3.get(key3)
                        if mvals:
                            ss="found"
                            record.update({
                                'invoice_id': mvals['invoice_id'],
                                'name': mvals['name'],
                                'state': 'match',
                            })
                        print(ss, ' account mathing ', key_uc)
                records.append(record)
        if obj.hcode_id and not records:
            raise Exception("Nothing to match! for %s"%(obj.hcode_id.name or ""))
        if not records:
            raise Exception("Nothing to match! Please verify your file and your filter condition.")
        return records

    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)
        data['name']='%s/%s'%(year,month)
        return data
    
    def onchange_ptype(self,context={}):
        data=context['data']
        type_id=data['patient_type_id']
        if type_id:
            t=get_model('clinic.patient.type').browse(type_id)
            data['pcode']=t.code or ""
        return data
    
    def do_import(self,ids,context={}):
        st=get_model("clinic.setting").browse(1)
        if not st.import_account_id:
            raise Exception("Import account not found (Ratchawat Setting -> Accounting)")
        obj=self.browse(ids)[0]
        partner=obj.patient_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": st.import_account_id.id,
            'invoice_lines': [],
            'rd_cust': True, #XXX
        }

        for line in obj.lines:
            inv=line.invoice_id
            if inv:
                vals['invoice_lines'].append(('create',{
                    'invoice_id': inv.id,
                    'amount': inv.amount_due or 0,
                }))
            if inv.related_id:
                hdcase=inv.related_id
                if hdcase:
                    hdcase.write({
                        'state': 'paid',
                    })
        if not vals['invoice_lines']:
            raise Exception("Nothing to import")
        payment_id=get_model("account.payment").create(vals,context={"type":"in"})
        return {
            'next': {
                'name': 'payment',
                'mode': 'form',
                'active_id': payment_id,
            },
            'flash': 'Create Payment successfully',
        }
    
    def do_match(self,ids,context={}):
        obj=self.browse(ids)[0]
        records=obj.match()
        lines=[]
        if obj.pcode=='SSO':
            for record in records:
                state=record['state'] or ''
                vals={
                    'date': record['date'], 
                    'hn': record['hn'], 
                    'pid': record['pid'], 
                    'name': record['patient_name'], 
                    'epo': record['epo'], 
                    'srv': record['srv'], 
                    'fee': record['fee'], 
                    'invoice_id': record['invoice_id'],
                    'state': state,
                }
                lines.append(('create', vals))
        elif obj.pcode=='UC':
            for record in records:
                state=record['state'] or ''
                vals={
                    'date': record['date'], 
                    'hn': record['hn'], 
                    'pid': record['pid'], 
                    'name': record['name'], 
                    'fee': record['fee'], 
                    'invoice_id': record['invoice_id'],
                    'state': state,
                }
                lines.append(('create', vals))
        for line in obj.lines:
            line.delete()
        obj.write({
            'lines': lines,
        })

    def update_id(self,ids,context={}):
        obj=self.browse(ids)[0]
        lines=obj.get_line()
        pts={}
        for line in lines:
            pid=line.get("pid")
            name=line.get("name14")
            hn=line.get("hn")
            if not pts.get(name):
                pts[name]=pid

        for pt in get_model('clinic.patient').search_browse([]):
            pid=pts.get(pt.name)
            if pid:
                if pt.card_no:
                    pid=''.join([str(x) for x in pt.card_no if x.isnumeric()])
                    print(pt.name, 'pid ', pid)
                else:
                    pid=int(pid) 
                    print("pid ", pid)
                pt.write({
                    'card_no': pid,
                })
        print("Done!")

    def get_report_data(self,ids,context={}):
        lines=[]
        if ids:
            obj=self.browse(ids)[0]
            lines=obj.match()
        data={
            'lines': lines,
        }
        return data

    def onchange_invoice(self,context={}):
        data=context['data']
        path=context['path']
        line=get_data_path(data,path,parent=True)
        if line.get("invoice_id"):
            line['state']='match'
        else:
            line['state']=''
        return data

    def clear_line(self,ids,context={}):
        obj=self.browse(ids)[0]
        line_ids=[line.id for line in obj.lines]
        get_model("clinic.matching.payment.line").delete(line_ids)
        print("Cleared %s"%(line_ids))
    
    def approve(self,ids,context={}):
        obj=self.browse(ids)[0]
        obj.write({
            'state': 'approved',
        })
        return {
            'next': {
                'name': 'clinic_matching_payment',
                'mode': 'form',
                'active_id': obj.id,
            },
            'flash': '%s has been approved'%obj.name,
        }
    
    def to_draft(self,ids,context={}):
        for obj in self.browse(ids):
            obj.write({
                'state': 'draft',
            })
    
    def create(self,vals,**kw):
        new_id=super().create(vals,**kw)
        self.function_store([new_id])
        return new_id

    def write(self,ids,vals,**kw):
        super().write(ids,vals,**kw)
        self.function_store(ids)

    def get_data(self,context={}):
        ref_id=int(context.get("refer_id","0"))
        obj=self.browse(ref_id)
        inv_match_ids=[]
        for line in obj.lines:
            invoice=line.invoice_id
            if invoice and line.state=='match':
                inv_match_ids.append(invoice.id)
        dom=[
            ['partner_id','=',obj.partner_id.id],
            ['date', '>=', obj.date_from],
            ['date', '<=', obj.date_to],
            ['state','=','waiting_payment'],
        ]
        lines=[]
        no=1
        for invoice in get_model('account.invoice').search_browse(dom):
            if invoice.id in inv_match_ids:
                continue
            vals={
                'no': no,
                'date': invoice.date,
                'number': invoice.number,
                'ref': invoice.ref,
                'amount_due': invoice.amount_due or 0,
            }
            lines.append(vals)
            no+=1
        data={
            'lines': lines,
            'date_from': obj.date_from,
            'date_to': obj.date_to,
        }
        return data

    def print_invoice_unmatch(self,ids,context={}):
        obj=self.browse(ids)[0]
        return {
            'next':{
                'name': 'clinic_matching_payment',
                'mode': 'form',
                'active_id': obj.id,
            },
            #'flash': 'TODO',
        }

MatchingPayment.register()