From 331121f367b0d9b7f094423c66b85622c4be9770 Mon Sep 17 00:00:00 2001
From: "watcha.h" <watcha.h@almacom.co.th>
Date: Fri, 20 Feb 2015 17:59:49 +0700
Subject: [PATCH] matching payment

---
 .../actions/clinic_matching_payment.xml       |  12 +-
 .../layouts/clinic_account_menu.xml           |   2 +-
 .../layouts/clinic_dialyzer_list.xml          |   2 +-
 ...t.xml => clinic_matching_payment_form.xml} |  25 +-
 .../layouts/clinic_matching_payment_list.xml  |   6 +
 netforce_clinic/models/hd_case_popup_dlz.py   |   1 +
 netforce_clinic/models/matching_payment.py    | 289 ++++++++++--------
 .../models/matching_payment_line.py           |  16 +-
 8 files changed, 202 insertions(+), 151 deletions(-)
 rename netforce_clinic/layouts/{clinic_matching_payment.xml => clinic_matching_payment_form.xml} (52%)
 create mode 100644 netforce_clinic/layouts/clinic_matching_payment_list.xml

diff --git a/netforce_clinic/actions/clinic_matching_payment.xml b/netforce_clinic/actions/clinic_matching_payment.xml
index 9bd9a9e..fb86158 100644
--- a/netforce_clinic/actions/clinic_matching_payment.xml
+++ b/netforce_clinic/actions/clinic_matching_payment.xml
@@ -1,10 +1,12 @@
 <action>                                                                                                         
     <field name="string">Payment Matching</field>
-    <!--<field name="view_cls">report</field>                                                                        -->
-    <field name="view_cls">form_view</field>                                                                        
-    <field name="view_xml">clinic_matching_payment</field>                                                                        
+    <field name="view_cls">multi_view</field>                                                                        
     <field name="model">clinic.matching.payment</field>
-    <!--<field name="report_template">matching_payment</field>                                                      -->
-    <!--<field name="report_template_xls">matching_payment</field>                                                         -->
     <field name="menu">account_menu</field>                                                                  
+    <field name="tabs">[
+        ["All",[]],
+        ["Draft",[["state","=","draft"]]],
+        ["Approved",[["state","=","approved"]]]
+        ]</field>
+    <field name="limit">10</field>
 </action>  
diff --git a/netforce_clinic/layouts/clinic_account_menu.xml b/netforce_clinic/layouts/clinic_account_menu.xml
index 1c54828..5bba9fc 100644
--- a/netforce_clinic/layouts/clinic_account_menu.xml
+++ b/netforce_clinic/layouts/clinic_account_menu.xml
@@ -5,7 +5,7 @@
             <!--<item string="Labor Cost Entries" action="clinic_labor_cost_entry"/>-->
             <item string="Payments Matching" action="clinic_matching_payment"/>
             <item string="HD Cases Matching" action="clinic_matching_hdcase_acc"/>
-            <item string="HD Case Expenses" action="clinic_hd_case_expense"/>
+            <!--<item string="HD Case Expenses" action="clinic_hd_case_expense"/>-->
             <divider/>
             <header string="REPORTS"/>
             <item string="Labor Cost Summary" action="clinic_report_labor_cost_summary"/>
diff --git a/netforce_clinic/layouts/clinic_dialyzer_list.xml b/netforce_clinic/layouts/clinic_dialyzer_list.xml
index 6e87465..a4e31e0 100644
--- a/netforce_clinic/layouts/clinic_dialyzer_list.xml
+++ b/netforce_clinic/layouts/clinic_dialyzer_list.xml
@@ -1,4 +1,4 @@
-<list model="clinic.dialyzer">
+<list model="clinic.dialyzer" colors='{"#cfc":[["state","=","active"]],"#dbdbdb":[["state","=","drop"]]}'>
     <top replace="1"></top>
     <field name="date"/>
     <field name="number"/>
diff --git a/netforce_clinic/layouts/clinic_matching_payment.xml b/netforce_clinic/layouts/clinic_matching_payment_form.xml
similarity index 52%
rename from netforce_clinic/layouts/clinic_matching_payment.xml
rename to netforce_clinic/layouts/clinic_matching_payment_form.xml
index 643b9bb..c1a26ec 100644
--- a/netforce_clinic/layouts/clinic_matching_payment.xml
+++ b/netforce_clinic/layouts/clinic_matching_payment_form.xml
@@ -1,31 +1,42 @@
-<form model="clinic.matching.payment" title="Payment Matching">
+<form model="clinic.matching.payment" attrs='{"readonly":[["state","=","approved"]]}'>
     <head>
+        <button string="Print" action="print" icon="print"/>
         <button string="Options" dropdown="1">
             <item string="Update Identification" method="update_id"/>
-            <item string="Make Payment" method="do_import" type="default" confirm="Are you sure?"/>
+            <item string="Make Payment" method="do_import" confirm="Are you sure?"/>
+            <item string="Clear Lines" method="clear_line" confirm="Are you sure?"/>
         </button>
     </head>
     <field name="date" onchange="onchange_date" mode="month" span="3"/>
     <field name="date_from" span="3"/>
     <field name="date_to" span="3"/>
-    <field name="file" span="3"/>
+    <field name="name" string="Description" span="3"/>
     <newline/>
     <field name="patient_type_id" onchange="onchange_ptype" span="3"/>
     <field name="pcode" span="3"/>
     <field name="hcode_id" span="3" attrs='{"required":[["pcode","=","SSO"]],"invisible":[["pcode","!=","SSO"]]}'/>
+    <field name="file" span="3"/>
     <field name="lines" nolabel="1" count="0">
         <list>
             <field name="date"/>
             <field name="hn"/>
             <field name="pid"/>
             <field name="name"/>
-            <field name="epo"/>
-            <field name="service"/>
-            <field name="fee"/>
-            <field name="invoice_id" domain='[["date","=",date],["state","=","waiting_payment"]]'/>
+            <field name="epo" sum="1"/>
+            <field name="srv" sum="1"/>
+            <field name="fee" sum="1"/>
+            <field name="amount" sum="1"/>
+            <field name="invoice_id" onchange="onchange_invoice" domain='[["date","=",date],["state","=","waiting_payment"]]'/>
             <field name="state"/>
         </list> 
     </field>
+    <group span="8" columns="1">
+    </group>
+    <group span="4" columns="1">
+        <field name="total"/>
+        <field name="match_total"/>
+        <field name="unmatch_total"/>
+    </group>
     <foot replace="1">
         <button string="Match" method="do_match" type="success" icon='ok'/>
     </foot>
diff --git a/netforce_clinic/layouts/clinic_matching_payment_list.xml b/netforce_clinic/layouts/clinic_matching_payment_list.xml
new file mode 100644
index 0000000..9bd7db7
--- /dev/null
+++ b/netforce_clinic/layouts/clinic_matching_payment_list.xml
@@ -0,0 +1,6 @@
+<list model="clinic.matching.payment">
+    <field name="name"/>
+    <field name="patient_type_id"/>
+    <field name="pcode"/>
+    <field name="hcode_id"/>
+</list>
diff --git a/netforce_clinic/models/hd_case_popup_dlz.py b/netforce_clinic/models/hd_case_popup_dlz.py
index e4cfb27..6c62f71 100644
--- a/netforce_clinic/models/hd_case_popup_dlz.py
+++ b/netforce_clinic/models/hd_case_popup_dlz.py
@@ -38,6 +38,7 @@ class HDCasePopupDlz(Model):
     def onchange_product(self,context={}):
         data=context['data']
         product_id=data['product_id']
+        data['membrane_type']=None
         for dlz in get_model("clinic.dialyzer").search_browse([]):
             prod=dlz.product_id
             if prod.id==product_id:
diff --git a/netforce_clinic/models/matching_payment.py b/netforce_clinic/models/matching_payment.py
index 024df9d..2e424fc 100644
--- a/netforce_clinic/models/matching_payment.py
+++ b/netforce_clinic/models/matching_payment.py
@@ -12,7 +12,24 @@ class MatchingPayment(Model):
     _name="clinic.matching.payment"
     _transient=True
 
+
+    def _get_all(self,ids,context={}):
+        res={}
+        for obj in self.browse(ids):
+            match_total=0
+            for line in obj.lines:
+                state=line.state or ''
+                if state=='match':
+                    match_total+=1
+            res[obj.id]={
+                'total': len(obj.lines),
+                'match_total': match_total,
+                'unmatch_total': len(obj.lines)-match_total,
+            }
+        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),
@@ -20,10 +37,12 @@ class MatchingPayment(Model):
         'patient_type_id': fields.Many2One("clinic.patient.type","Patient Type",required=True),
         'pcode': fields.Char("Code",required=True),
         'hcode_id': fields.Many2One("clinic.hospital","HCode"),
-        'expenes': fields.Many2Many("clinic.hd.case.expense","Expenses"),
         'lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines"),
         'note': fields.Text("Note"),
-        'exp_id': fields.Many2One("clinic.hd.case.expense","Expenses"),
+        'match_total': fields.Integer("Match",function="_get_all",function_multi=True),
+        'unmatch_total': fields.Integer("Unmatch",function="_get_all",function_multi=True),
+        'total': fields.Integer("Total",function="_get_all",function_multi=True),
+        'state': fields.Selection([['draft','Draft'],['approved','Approved']],'State'),
     }
     
     def _get_ptype(self,context={}):
@@ -47,14 +66,20 @@ class MatchingPayment(Model):
         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',
     }
-    
+    _order="date desc"
+
     def get_line(self,ids,context={}):
         obj=self.browse(ids)[0]
         if not obj.file:
@@ -89,6 +114,7 @@ class MatchingPayment(Model):
     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")
@@ -98,52 +124,72 @@ class MatchingPayment(Model):
         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'])
-        for inv in get_model('account.invoice').search_browse(dom):
-            pname=inv.ref or ''
-            pname=pname.replace(" ","")
-            ##XXX ธงชัย วิศาลโภคะ (1045-12-1-53)
-            #pname_alpha=''.join([pn for pn in pname if pn.isalpha()])
-            #hn=''.join([str(pn) for pn in pname if pn.isdigit()])
-            #print(hn, pname_alpha)
-            hn=""
+        invoices=get_model('account.invoice').search_browse(dom)
+        print("len(invoices)", len(invoices))
+        for invoice in invoices:
+            pname,hn,card_no='', '', ''
+            if invoice.related_id:
+                hdcase=invoice.related_id
+                patient=hdcase.patient_id
+                pname=patient.name_check or ""
+                card_no=patient.card_no or ""
+                hn=patient.hn_no
+            elif invoice.ref:
+                pname=invoice.ref or ''
+                pname=pname.replace(" ","") # remove space
+            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': inv.id,
+                'invoice_id': invoice.id,
+                'fee': fee,
+                'epo': epo,
+                'srv': srv,
             }
-            date=inv.date
-            key1='%s:%s'%(
-                pname,
-                date,
-                )
+            due_amount+=fee+epo+srv
+            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
-            for pt in get_model("clinic.patient").search_browse([['name_check','=',pname]]):
-                hn=pt.hn_no or hn or ''
-                key2='%s:%s'%(
-                        hn,
-                        date,
-                    )
-                if not matches2.get(key2):
-                    matches2[key2]=vals
-                id_card=pt.card_no or ""
-
-                key3='%s:%s'%(
-                        id_card,
-                        date,
-                    )
-                if not matches3.get(key3):
-                    matches2[key3]=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':
-            no=1
             for line in lines:
                 hcode=line.get('hcode18')
                 if not hcode:
@@ -151,79 +197,60 @@ class MatchingPayment(Model):
                 hcode=int(hcode)
                 hcode=str(hcode)
                 if nf_hcode==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")
+                    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")
-                    name2=name
-                    name=name.replace(" ","")
-                    pid=int(line.get('pid'))
-                    date=dttran[0:10]
-                    time=dttran[11:] #XXX
+                    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()])
-                    #if hn=='10288153':
-                        #import pdb; pdb.set_trace()
-                    #1. name, 2. hn,  3. id_card
-                    key1='%s:%s'%(
-                        name,
-                        date,
-                        )
-                    key2='%s:%s'%(
-                        hn,
-                        date,
-                        )
-                    key3='%s:%s'%(
-                        pid,
-                        date,
-                        )
+                    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': name2,
-                        'pid': pid,
+                        'patient_name': name,
+                        'pid': card_no,
                         'hn': hn,
-                        'fee_amt': lfee_amt,
-                        'srv_amt': lsrv_amt,
-                        'mdc_amt': lmdc_amt,
+                        'fee': fee,
+                        'srv': srv,
+                        'epo': epo,
                         'invoice_id': None,
+                        'state': 'unmatch',
                     }
-                    #import pdb; pdb.set_trace()
-                    print(key1, ' - ' , key2, ' - ', key3)
-                    if not matches1.get(key1):
-                        if not matches2.get(key2):
-                            if not matches3.get(key3):
-                                    print("not found")
-                                    pass
-                            else:
-                                print("found 3.")
-                                # found 3.
-                                found=matches3[key3]
-                                record.update({
-                                    'invoice_id': found['invoice_id'],
-                                    'state': 'match',
-                                })
-                        else:
-                            # found 2.
-                            print("found 2.")
-                            found=matches2[key2]
-                            record.update({
-                                'invoice_id': found['invoice_id'],
-                                'state': 'match',
-                            })
-                    else:
-                        # found 1.
-                        found=matches1[key1]
-                        print("found 1.")
+                    #if hn=='100794':
+                        #import pdb; pdb.set_trace()
+                    if matches1.get(key1):
+                        print("found ", key1)
                         record.update({
-                            'invoice_id': found['invoice_id'],
+                            '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:
+                        pass
+                        ## unmatch
                     records.append(record)
-                    no+=1
         elif obj.pcode=='UC':
             records=[]
             for line in lines:
@@ -242,55 +269,43 @@ class MatchingPayment(Model):
                  #'rid': '2190',
                  #'station': '01'}
                 date,time=(line['dttran'] or "").split("T")
-                amt=line['amount'] or "0"
-                amt=float(amt)
+                fee=0
+                if line.get('amount'):
+                    fee=float(line['amount'])
                 hn=line['hn']
                 hn=hn.replace(" ", "")
+                key_uc=''
                 if date and time:
-                    key2='%s:%s'%(
-                        line['hn'],
-                        date,
-                        #amt,
-                    )
-                name=''
+                    key_uc='%s:%s:%s'%(line['hn'],date,fee,)
+                pname=''
                 pid=''
-                key1=''
-                key3=''
                 for pt in get_model("clinic.patient").search_browse([['hn_no','=',hn]]):
-                    name=pt.name_check or ""
-                    key1='%s:%s'%(name,date)
-                    pid=pt.card_no or ''
-                    key3='%s:%s'%(pid,date)
-                    name1=pt.name or ""
+                    pname=pt.name or ""
+                    pid=pt.card_no or ""
                 record={
                     'date':date,
-                    'name': name1,
+                    'name': pname,
                     'pid': pid,
                     'hn': hn,
-                    'fee_amt': amt,
-                    'srv_amt': 0,
-                    'mdc_amt': 0,
+                    'fee': fee,
+                    'srv': 0,
+                    'epo': 0,
                     'invoice_id': None,
+                    'state': 'unmatch',
                 }
-                if matches1.get(key1):
-                    vals=matches1[key1]
+                if matches_uc.get(key_uc):
                     record.update({
-                        'invoice_id':vals['invoice_id'],
-                    })
-                elif matches2.get(key2):
-                    vals=matches2[key2]
-                    record.update({
-                        'invoice_id':vals['invoice_id'],
-                    })
-                elif matches3.get(key3):
-                    vals=matches3[key3]
-                    record.update({
-                        'invoice_id':vals['invoice_id'],
+                        'invoice_id': matches1[key_uc]['invoice_id'],
+                        'state': 'match',
                     })
                 else:
                     pass
                     #print("not found")
                 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={}):
@@ -300,6 +315,7 @@ class MatchingPayment(Model):
         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={}):
@@ -359,19 +375,22 @@ class MatchingPayment(Model):
         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['mdc_amt'], 
-                    'service': record['srv_amt'], 
-                    'fee': record['fee_amt'], 
+                    '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'], 
@@ -379,6 +398,7 @@ class MatchingPayment(Model):
                     'name': record['name'], 
                     'fee': record['fee_amt'], 
                     'invoice_id': record['invoice_id'],
+                    'state': state,
                 }
                 lines.append(('create', vals))
         for line in obj.lines:
@@ -588,15 +608,20 @@ class MatchingPayment(Model):
             'flash': flash,
         }
     
-    def onchange_line(self,context={}):
+    def onchange_invoice(self,context={}):
         data=context['data']
         path=context['path']
         line=get_data_path(data,path,parent=True)
-        if line.get("expense_id"):
+        if line.get("invoice_id"):
             line['state']='match'
         else:
-            print("else ")
-            line['state']=None
+            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))
+
 MatchingPayment.register()
diff --git a/netforce_clinic/models/matching_payment_line.py b/netforce_clinic/models/matching_payment_line.py
index 20bd7ac..80b12a9 100644
--- a/netforce_clinic/models/matching_payment_line.py
+++ b/netforce_clinic/models/matching_payment_line.py
@@ -3,20 +3,26 @@ from netforce.model import Model, fields, get_model
 class MatchingPaymentLine(Model):
     _name="clinic.matching.payment.line"
     _transient=True
-
+    
+    def _get_all(self,ids,context={}):
+        res={}
+        for obj in self.browse(ids):
+            res[obj.id]={
+                'amount': (obj.fee or 0)+(obj.epo or 0)+(obj.srv or 0),
+            }
+        return res
     _fields={
         'match_id': fields.Many2One("clinic.matching.payment","Match",required=True,on_delete="cascade"),
-        'expense_id': fields.Many2One("clinic.hd.case.expense","Expense"),
         'invoice_id': fields.Many2One("account.invoice","Invoice (Waiting Payment)"),
-        #"date": fields.Date("Date"),
         "date": fields.Char("Date"),
         "hn": fields.Char("HN"),
         'pid': fields.Char("PID"),
         "name": fields.Char("Name"),
         'epo': fields.Float("EPO"),
-        'service': fields.Float("Service"),
+        'srv': fields.Float("Service"),
         "fee": fields.Float("Fee"),
-        'state': fields.Selection([['match','Match'],['not_math','Not Match']],'State'),
+        'amount': fields.Float("Amount",function="_get_all",function_multi=True),
+        'state': fields.Selection([['match','Match'],['unmatch','Not Match']],'State'),
     }