clean
parent
ecbb73c7ac
commit
08911331ee
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@ -1,5 +1,5 @@
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<action>
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<field name="string">Payment Matching</field>
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<!--<field name="string">Payment Matching</field>-->
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<field name="view_cls">report</field>
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<field name="model">clinic.report.payment.matching</field>
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<field name="report_template">report_payment_matching</field>
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@ -0,0 +1,9 @@
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<inherit model="partner" inherit="contact_form">
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<field name="payment_terms" position="after">
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<newline/>
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<separator string="Clinic"/>
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<field name="account_fee_id" />
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<field name="account_mdc_id" />
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<field name="account_service_id" />
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</field>
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</inherit>
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@ -5,10 +5,10 @@
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<item string="Labor Cost Items" action="clinic_labor_cost_item"/>
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<item string="Labor Cost Entries" action="clinic_labor_cost_entry"/>
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<item string="Import Payment" action="import_clinic_payment"/>
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<item string="Matching Invoice" action="clinic_report_payment_matching"/>
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<item string="HD Case Expense" action="clinic_hd_case_expense"/>
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<divider/>
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<header string="REPORTS"/>
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<item string="Payment Matching" action="clinic_report_payment_matching"/>
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<item string="Staff Fee Summary" action="clinic_report_staff_fee_sum"/>
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<item string="Staff Fee Detail" action="clinic_report_staff_fee_detail"/>
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</item>
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@ -1,14 +1,15 @@
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<form model="clinic.period">
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<head>
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<button string="Options" dropdown="1">
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<item string="Copy" method="copy"/>
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<!--<item string="Copy" method="copy"/>-->
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</button>
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</head>
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<group form_layout="stacked">
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<field name="name" span="3"/>
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<field name="date_start" span="3"/>
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<field name="date_stop" span="3"/>
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<field name="nmonth" span="3"/>
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<field name="name" span="2"/>
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<field name="date_start" span="2"/>
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<field name="date_stop" span="2"/>
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<field name="nmonth" span="2"/>
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<field name="last_period_id" span="3"/>
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<field name="lines" nolabel="1">
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<list>
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<field name="date_start"/>
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@ -1,3 +1,4 @@
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<list model="clinic.period">
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<field name="name"/>
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<field name="last_period_id"/>
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</list>
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@ -1,7 +1,7 @@
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<form model="clinic.report.payment.matching">
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<field name="date" span="2" mode="month" onchange="onchange_date"/>
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<field name="date_from" span="2"/>
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<field name="date_to" span="2"/>
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<field name="state" span="2"/>
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<field name="patient_id" span="2"/>
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<field name="file" span="3" required="1"/>
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<field name="type_id" span="3"/>
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<!--<field name="date" span="3" mode="month" onchange="onchange_date"/>-->
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<newline/>
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<button string='Match' type="success" size="small" icon="ok" method="match_invoice"/>
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</form>
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@ -7,6 +7,7 @@
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<group form_layout="stacked">
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<field name="waiting_approval" span="3"/>
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<field name="real_time" span="3"/>
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<field name="auto_gen" span="3"/>
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<separator string="Expenes"/>
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<field name="products" nolabel="1">
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<list>
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@ -13,15 +13,14 @@
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<separator string="Summary"/>
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<tabs>
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<tab string="Information">
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<field name="total_row" span="3" readonly="1"/>
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<field name="match_qty" span="3" readonly="1"/>
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<field name="unmatch_qty" span="3" readonly="1"/>
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<field name="fail_qty" span="3" readonly="1"/>
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<newline/>
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<button string="Match" span="1" icon="ok" size="small" type="success"/>
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<field name="match_qty" span="2" nolabel="1" readonly="1"/>
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<button string="Un Match" span="1" icon="remove" size="small" type="danger"/>
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<field name="unmatch_qty" span="2" nolabel="1" readonly="1"/>
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<field name="est_time" span="4" readonly="1"/>
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</tab>
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<tab string="Message">
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<field name="msg" span="6" nolabel="1" width="1000" height="180"/>
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<field name="msg" span="6" nolabel="1" width="500" height="120"/>
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</tab>
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<tab string="Accounting">
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<group form_layout="stacked">
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@ -1,2 +1,2 @@
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from . import clinic_setting
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from . import import_clinic_hd_case
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from . import import_data
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@ -6,7 +6,7 @@ from . import utils
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class Migration(migration.Migration):
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_name="import.clinic.hd.case"
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_version="2.80"
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_version="2.10"
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def import_visit(self,lines):
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visits={}
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@ -69,16 +69,24 @@ class Migration(migration.Migration):
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return visits
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def confirm_visit(self,visits):
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st=get_model("clinic.setting").browse(1)
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st.write({
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'auto_gen': True,
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})
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hd_case_ids=[]
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visit_ids=visits.keys()
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for visit in get_model('clinic.visit').browse(visit_ids):
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if visit!='confirmed':
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visit.confirm()
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hd_case=visit.hd_cases[0]
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# lines
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hd_case.write({
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'hct': visits[visit.id]['hct'] or 0,
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})
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hd_case_ids.append(hd_case.id)
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st.write({
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'auto_gen': False,
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})
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return hd_case_ids
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@ -94,14 +102,12 @@ class Migration(migration.Migration):
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fname='pks.xls'
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fpath=get_file_path(fname)
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lines=utils.read_excel(fpath,show_datetime=True)
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company_id=get_active_company()
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set_active_company(1)
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visits=self.import_visit(lines)
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print("visit ", len(visits))
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hd_case_ids=self.confirm_visit(visits)
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print('hd case ', len(hd_case_ids))
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hd_case_ids=self.hdc_done(hd_case_ids)
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set_active_company(company_id)
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print('Done ', len(hd_case_ids))
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return True
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@ -11,6 +11,7 @@ from . import graduation
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from . import morbidity
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from . import nation
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from . import address
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from . import partner
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from . import patient
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from . import patient_type
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from . import patient_categ
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@ -27,7 +27,7 @@ class GenVisit(Model):
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'sunday': fields.Boolean("Sunday"),
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'doctor_id': fields.Many2One("clinic.staff","Doctor",domain=[['type','=','doctor']]),
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'department_id': fields.Many2One("clinic.department","Department"),
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"patient_type": fields.Selection([("sc","Social Security"),("uc","UC."),("others","Others")],"Patient Type"),
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"patient_type": fields.Selection([("s","Social Security"),("u","UC."),("others","Others")],"Patient Type"),
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'patient_categ_id': fields.Many2One("clinic.patient.categ", "Patient Category"),
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'nurse_categ_id': fields.Many2One("clinic.staff.categ", "Nurse Category", domain=[['type','=','nurse']]),
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}
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@ -887,6 +887,9 @@ class HDCase(Model):
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}))
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# fee
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st=get_model("clinic.setting").browse(1)
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if not st.auto_gen:
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return
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if not vals.get('lines'):
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vals['lines']=[]
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for st_prod in st.products:
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@ -36,6 +36,7 @@ class HDCaseExpense(Model):
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'note': fields.Text("Note"),
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'pt_conflict': fields.Boolean("Patient Conclict",function="_get_patient_conflict"),
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'company_id': fields.Many2One("company","Company"),
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'match_id': fields.Many2One("clinic.report.payment.matching","Match"),
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}
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_defaults={
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@ -49,9 +49,9 @@ class ImportPatient(Model):
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obj=self.browse(ids)[0]
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ptype=obj.patient_type_id
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res={}
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if ptype.code=='PKS':
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if ptype.code=='S':
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res=self.import_patient_pks(ids,context)
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elif ptype.code=='UC':
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elif ptype.code=='U':
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res=self.import_patient_uc(ids,context)
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else:
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raise Exception('No script to import patient with type %s'%ptype.name)
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@ -90,6 +90,8 @@ class ImportPayment(Model):
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'state': 'draft',
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'is_uc': 0,
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'node': 'HDBills',
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'match_qty': 0,
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'unmatch_qty': 0,
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}
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def get_patient_invoice(self,state="waiting_payment"):
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@ -253,9 +255,9 @@ class ImportPayment(Model):
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raise Exception("File not found")
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patient_type=obj.type_id
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res={}
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if patient_type.code in ('PKS','SC'):
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if patient_type.code in ('S'):
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res=self.import_payment_pks(ids,context)
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elif patient_type.code in ('UC','uc','UC.','uc.'):
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elif patient_type.code in ('U'):
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res=self.import_payment_uc(ids,context)
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else:
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raise Exception("No script to import payment for type %s"%patient_type.name)
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@ -343,7 +345,7 @@ class ImportPayment(Model):
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is_uc=0
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type_id=data['type_id']
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ptype=get_model('clinic.patient.type').browse(type_id)
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if ptype.code=='UC':
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if ptype.code=='U':
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is_uc=1
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data['is_uc']=is_uc
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return data
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obj=self.browse(ids)[0]
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ptype=obj.patient_type_id
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res={}
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if ptype.code=='PKS':
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if ptype.code=='S':
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res=self.import_visit_pks(ids,context)
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elif ptype.code=='UC':
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elif ptype.code=='U':
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res=self.import_visit_uc(ids,context)
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else:
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raise Exception('No script to import visit with type %s'%ptype.name)
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from netforce.model import Model, fields
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class Partner(Model):
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_inherit="partner"
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_fields={
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"account_mdc_id": fields.Many2One("account.account","Account Medicine",multi_company=True),
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"account_fee_id": fields.Many2One("account.account","Account Fee",multi_company=True),
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"account_service_id": fields.Many2One("account.account","Account Service",multi_company=True),
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}
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Partner.register()
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@ -1,5 +1,4 @@
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import time
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from datetime import datetime, timedelta
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from calendar import monthrange
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from netforce.model import Model, fields
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@ -8,15 +7,25 @@ class Period(Model):
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_name="clinic.period"
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_string="Period"
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def _get_last_period(self,ids,context={}):
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res={}
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for obj in self.browse(ids):
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last_id=None
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for line in obj.lines:
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if line.close:
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last_id=line.id
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res[obj.id]=last_id
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return res
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_fields={
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"name": fields.Char("Name",required=True,search=True),
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'date_start': fields.Date("From",required=True),
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'date_stop': fields.Date("To",required=True),
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#'duration': fields.Integer("Day in Period",required=True),
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'nmonth': fields.Integer("Total Copy",required=True),
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'nmonth': fields.Integer("Count",required=True),
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'lines': fields.One2Many("clinic.period.line","period_id", "Lines"),
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'last_period_id': fields.Many2One("clinic.period.line","Last Period",function="_get_last_period"),
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}
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def _get_start(self,context={}):
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year=time.strftime("%Y")
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return '%s-01-01'%year
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@ -5,7 +5,7 @@ from netforce.model import Model, fields
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class PeriodLine(Model):
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_name="clinic.period.line"
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_string="Period Line"
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def _get_total(self,ids,context={}):
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res={}
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fmt='%Y-%m-%d'
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@ -15,12 +15,19 @@ class PeriodLine(Model):
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days=(stop-start).days
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res[obj.id]=days
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return res
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def _get_name(self,ids,context={}):
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res={}
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for obj in self.browse(ids):
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res[obj.id]='%s - %s'%(obj.date_start, obj.date_stop)
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return res
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_fields={
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'name': fields.Char("Name",function="_get_name",store=True),
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"period_id": fields.Many2One("clinic.period", "Period"),
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'date_start': fields.Date("Date Start"),
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'date_stop': fields.Date("Date Stop"),
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'day_total': fields.Integer("Total Day",function="_get_total"),
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'day_total': fields.Integer("Duration (Day)",function="_get_total"),
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'state': fields.Selection([['draft','Draft'],['done','Done']],"State"),
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'close': fields.Boolean("Close"),
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}
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@ -29,5 +36,14 @@ class PeriodLine(Model):
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'state': 'draft',
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'close': False,
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}
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def create(self,vals,**kw):
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id=super().create(vals,**kw)
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self.function_store([id])
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return id
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def write(self,ids,vals,**kw):
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super().write(ids,vals,**kw)
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self.function_store(ids)
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PeriodLine.register()
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@ -16,6 +16,8 @@ class ReportPaymentMatching(Model):
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"date_to": fields.Date("To", required=True),
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'state': fields.Selection([['draft','Draft'],['waiting_matching','Waiting Matching'],['match','Match'],['unmatch','Unmatch'],['approved','Approved']],'State'),
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'patient_id': fields.Many2One("clinic.patient","Patient"),
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'file': fields.File("File"),
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'type_id': fields.Many2One("clinic.patient.type","Patient Type",required=True),
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}
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def _get_date_from(self,context={}):
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@ -26,54 +28,59 @@ class ReportPaymentMatching(Model):
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year,month,day=time.strftime("%Y-%m-%d").split("-")
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weekday, total_day=monthrange(int(year), int(month))
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return "%s-%s-%s"%(year,month,total_day)
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def _get_type_id(self,context={}):
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st=get_model("clinic.setting").browse(1)
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return st.patient_type_id.id
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_defaults={
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'date': lambda *a: time.strftime("%Y-%m-%d"),
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'date_from': _get_date_from,
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'date_to': _get_date_to,
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'state': 'match',
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'type_id': _get_type_id,
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}
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def get_report_data(self,ids,context={}):
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year, month=time.strftime("%Y-%m").split("-")
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weekday, total_day=monthrange(int(year), int(month))
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time_start='%s-%s-01'%(year,str(month).zfill(2))
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time_stop='%s-%s-%s'%(year,str(month).zfill(2),total_day)
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defaults=context.get('defaults')
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if defaults:
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year,month,total_day=defaults['date'].split("-")
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weekday, total_day=monthrange(int(year), int(month))
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time_start='%s-%s-01'%(year,str(month).zfill(2))
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time_stop='%s-%s-%s'%(year,str(month).zfill(2),total_day)
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def match_invoice(self,ids,context={}):
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obj=self.browse(ids)[0]
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if not obj.file:
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raise Exception("File not found!")
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if ids:
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obj=self.browse(ids)[0]
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month=obj.date_from.split("-")[1]
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time_start=obj.date_from
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time_stop=obj.date_to
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dom=[]
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dom.append(['time_start','>=','%s 00:00:00'%time_start])
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dom.append(['time_stop','<=','%s 23:59:59'%time_stop])
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lines=[]
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company_id=get_active_company()
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company=get_model('company').browse(company_id)
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month_str=utils.MONTHS['th_TH'][int(month)]
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lines=sorted(lines, key=lambda x: x['prod_name'])
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year=int(year)+543
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data={
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'company_name': company.name or "",
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'parent_company_name': company.parent_id.name or "",
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'lines': lines,
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'month': month_str,
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'year': year,
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for exp in get_model("clinic.hd.case.expense").search_browse([]):
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exp.write({
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'match_id': obj.id,
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})
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return {
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'next': {
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'name': 'clinic_report_payment_matching',
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'mode': 'form',
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'active_id': obj.id,
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},
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'flash': 'Match successfully',
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}
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def get_report_data(self,ids,context={}):
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year, month=time.strftime("%Y-%m").split("-")
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obj_id=None
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if ids:
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obj=self.browse(ids)[0]
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obj_id=obj.id
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lines=[]
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for exp in get_model("clinic.hd.case.expense").search_browse([]):
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||||
if exp.match_id.id!=obj_id:
|
||||
continue
|
||||
patient=exp.patient_id
|
||||
lines.append({
|
||||
'name': patient.name,
|
||||
'fee': 'Yes',
|
||||
'medicine': 'Yes',
|
||||
'service': 'Yes',
|
||||
'state': 'Match',
|
||||
})
|
||||
|
||||
data={
|
||||
'lines': lines,
|
||||
}
|
||||
return data
|
||||
|
||||
def onchange_date(self,context={}):
|
||||
|
|
|
@ -21,6 +21,7 @@ class ClinicSetting(Model):
|
|||
'patient_type_id': fields.Many2One("clinic.patient.type","Default Type"), # Import payment
|
||||
'find_dlz': fields.Boolean("Find Dialyzer After Confirm Visit"), # Visit
|
||||
'stock_journal_id': fields.Many2One("stock.journal","Default Journal"),
|
||||
'auto_gen': fields.Boolean("Auto Gen") # HD Case
|
||||
}
|
||||
|
||||
_defaults={
|
||||
|
|
|
@ -11,6 +11,8 @@ class SettingPolicy(Model):
|
|||
"invoice_option": fields.Selection([("fee_mdc_plus","Combine Fee & Medicine"),("fee_mdc_split","Split Fee & Medicine")],"Option"),
|
||||
}
|
||||
|
||||
_order="patient_type_id"
|
||||
|
||||
def _write(self,ids,vals,**kw):
|
||||
obj=self.browse(ids)[0]
|
||||
if obj.invoice_policy=='fee':
|
||||
|
|
|
@ -6,7 +6,7 @@ class SettingProduct(Model):
|
|||
|
||||
_fields={
|
||||
"setting_id": fields.Many2One("clinic.setting","Setting"),
|
||||
"type": fields.Selection([("fee","Fee"),('medicine','Medicine'),("others","Others")],"Type",required=True),
|
||||
"type": fields.Selection([("fee","Fee"),('medicine','Medicine'),('service','Service'),("others","Others")],"Type",required=True),
|
||||
"patient_type_id": fields.Many2One("clinic.patient.type","Patient Type"),
|
||||
'uom_id': fields.Many2One("uom","UOM", required=True),
|
||||
"product_id": fields.Many2One("product","Product"),
|
||||
|
@ -15,14 +15,14 @@ class SettingProduct(Model):
|
|||
'qty': fields.Integer("Qty"),
|
||||
'amount': fields.Float("Amount"),
|
||||
}
|
||||
|
||||
|
||||
_defaults={
|
||||
'type': 'fee',
|
||||
'patient_type': 'sc',
|
||||
'qty': 1,
|
||||
}
|
||||
|
||||
_order="patient_type,type"
|
||||
_order="patient_type_id,type"
|
||||
|
||||
|
||||
SettingProduct.register()
|
||||
|
|
|
@ -1,20 +1,23 @@
|
|||
<center>
|
||||
<h2>Payment Matching</h2>
|
||||
<h4>
|
||||
{{#if is_duration}}
|
||||
ระหว่างวันที่ {{from}} ถึง {{to}}
|
||||
{{else}}
|
||||
ประจำเดือน {{month}} {{year}}
|
||||
{{/if}}
|
||||
</h4>
|
||||
<h4>Payment Matching</h4>
|
||||
</center>
|
||||
{{#if lines}}
|
||||
<table class="table table-condensed table-striped">
|
||||
<thead>
|
||||
<th>Patient</th>
|
||||
<th>Fee(1,500)</th>
|
||||
<th>Medicine</th>
|
||||
<th>Service</th>
|
||||
<th>Status</th>
|
||||
</thead>
|
||||
<tbody>
|
||||
{{#each lines}}
|
||||
<tr>
|
||||
<td>{{name}}</td>
|
||||
<td>{{fee}}</td>
|
||||
<td>{{medicine}}</td>
|
||||
<td>{{service}}</td>
|
||||
<td>{{state}}</td>
|
||||
</tr>
|
||||
{{/each}}
|
||||
</tbody>
|
||||
|
@ -22,5 +25,5 @@
|
|||
</tfoot>
|
||||
</table>
|
||||
{{else}}
|
||||
No items to display.
|
||||
Waiting matching.
|
||||
{{/if}}
|
||||
|
|
|
@ -1,3 +1,7 @@
|
|||
==
|
||||
if patient not do visit before treatment , how to do?
|
||||
==
|
||||
import payment
|
||||
======
|
||||
import payment
|
||||
step:
|
||||
|
@ -6,4 +10,5 @@
|
|||
3. import
|
||||
- find import
|
||||
-
|
||||
- change day schedue relate
|
||||
======
|
||||
|
|
Loading…
Reference in New Issue