import payment

netforce_clinic/actions/clinic_matching_payment.xml

@@ -1,8 +1,10 @@
 <action>                                                                                                         
     <field name="string">Payment Matching</field>
-    <field name="view_cls">report</field>                                                                        
+    <!--<field name="view_cls">report</field>                                                                        -->
+    <field name="view_cls">form_view</field>                                                                        
+    <field name="view_xml">clinic_matching_payment</field>                                                                        
     <field name="model">clinic.matching.payment</field>
-    <field name="report_template">matching_payment</field>                                                      
+    <!--<field name="report_template">matching_payment</field>                                                      -->
-    <field name="report_template_xls">matching_payment</field>                                                         
+    <!--<field name="report_template_xls">matching_payment</field>                                                         -->
     <field name="menu">account_menu</field>                                                                  
 </action>  

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"/>

netforce_clinic/layouts/clinic_hd_case_expense_form.xml

@@ -28,9 +28,9 @@
         </tab>
     </tabs>
     <foot>
-        <button string="Done" type="success" icon="ok" method="complete" states="match"/>
+    <!--<button string="Done" type="success" icon="ok" method="complete" states="match"/>-->
-        <button string="Match" type="success" icon="ok" method="do_match" states="waiting_matching,unmatch,draft"/>
+    <!--<button string="Match" type="success" icon="ok" method="do_match" states="waiting_matching,unmatch,draft"/>-->
-        <button string="Unmatch" type="danger" icon="remove" method="do_unmatch" states="waiting_matching,match,draft"/>
+    <!--<button string="Unmatch" type="danger" icon="remove" method="do_unmatch" states="waiting_matching,match,draft"/>-->
     </foot>
     <related>
         <field name="invoices"/>

netforce_clinic/layouts/clinic_matching_payment.xml

@@ -5,13 +5,29 @@
             <item string="Import Payment" method="do_import" type="default"/>
         </button>
     </head>
-    <field name="date" onchange="onchange_date" mode="month" span="2"/>
+    <field name="date" onchange="onchange_date" mode="month" span="3"/>
-    <field name="date_from" span="2"/>
+    <field name="date_from" span="3"/>
-    <field name="date_to" span="2"/>
+    <field name="date_to" span="3"/>
-    <field name="file" span="4"/>
+    <field name="file" span="3"/>
     <newline/>
-    <field name="patient_type_id" onchange="onchange_ptype" span="2"/>
+    <field name="patient_type_id" onchange="onchange_ptype" span="3"/>
-    <field name="pcode" span="2"/>
+    <field name="pcode" span="3"/>
-    <field name="hcode_id" span="2"/>
+    <field name="hcode_id" span="3" attrs='{"required":[["pcode","=","SSO"]],"invisible":[["pcode","!=","SSO"]]}'/>
-    <button string="Import Payment" method="do_import" type="default" icon='arrow-right' size="small"/>
+    <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="expense_id" onchange="onchange_line" domain='[["date","=",date],["patient_id.name","=",name]]'/>
+            <field name="state"/>
+        </list> 
+    </field>
+    <foot replace="1">
+        <button string="Match" method="do_match" type="success" icon='ok'/>
+            <!--<button string="Import Payment" method="do_import" type="default" icon='arrow-right'/>-->
+    </foot>
 </form>

netforce_clinic/models/__init__.py

@@ -102,6 +102,7 @@ from . import product_categ
 from . import make_apt
 from . import make_apt_line
 from . import matching_payment
+from . import matching_payment_line
 from . import matching_hdcase
 from . import sale_order
 from . import shop

netforce_clinic/models/hd_case_expense.py

@@ -6,7 +6,6 @@ from netforce.access import get_active_company
 class HDCaseExpense(Model):
     _name="clinic.hd.case.expense"
     _string="Expense"
-    _name_field="date"
     _multi_company=True
     
     def _get_patient_conflict(self,ids,context={}):
@@ -20,7 +19,16 @@ class HDCaseExpense(Model):
             res[obj.id]=conflict
         return res
 
+    def _get_store(self,ids,context={}):
+        res={}
+        for obj in self.browse(ids):
+            pt=obj.patient_id
+            name='%s,%s,%s,%s'%(obj.date, pt.hn_no or '', pt.card_no or '', pt.name)
+            res[obj.id]=name
+        return res
+
     _fields={
+        'name': fields.Char("Name", function="_get_store",store=True),
         'date': fields.Date("Date",required=True,search=True),
         'patient_id': fields.Many2One("clinic.patient","Patient",required=True,search=True),
         'hd_case_id': fields.Many2One("clinic.hd.case","HD Case",required=True,search=True),
@@ -57,8 +65,13 @@ class HDCaseExpense(Model):
             inv.write({
                 'clinic_expense_id': new_id,
             })
+        self.function_store([new_id])
         return new_id
 
+    def write(self,ids,vals,**kw):
+        self.function_store(ids)
+        super().write(ids,vals,**kw)
+
     def complete(self,ids,context={}):
         obj=self.browse(ids)[0]
         obj.write({

netforce_clinic/models/matching_payment.py

@@ -2,7 +2,7 @@ import time
 from calendar import monthrange
 
 from netforce.model import Model, fields, get_model
-from netforce.utils import get_file_path
+from netforce.utils import get_file_path, get_data_path
 from netforce.database import get_connection
 from netforce.access import get_active_company
 
@@ -21,7 +21,9 @@ class MatchingPayment(Model):
         '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"),
     }
     
     def _get_ptype(self,context={}):
@@ -87,6 +89,7 @@ class MatchingPayment(Model):
         matches2={}
         matches3={}
         matches4={}
+        matches_uc={}
         dom=[]
         dom.append(['date',">=",obj.date_from])
         dom.append(['date',"<=",obj.date_to])
@@ -127,6 +130,7 @@ class MatchingPayment(Model):
                 lmdc_amt,
                 )
             key4='%s:%s'%(name_check,date)
+            key_uc='%s:%s:%s'%(hn,date,lfee_amt)
             vals={
                 'pid': pid,
                 'name': name,
@@ -145,6 +149,8 @@ class MatchingPayment(Model):
                 matches3[key3]=vals
             if not matches4.get(key3):
                 matches4[key4]=vals
+            if not matches_uc.get(key_uc):
+                matches4[key_uc]=vals
         nf_hcode=''
         if obj.hcode_id:
             nf_hcode=obj.hcode_id.code
@@ -207,6 +213,7 @@ class MatchingPayment(Model):
                         'no': no,
                         'date':date,
                         'patient_name': name2,
+                        'pid': pid,
                         'hn': hn,
                         'fee_amt': lfee_amt,
                         'srv_amt': lsrv_amt,
@@ -267,6 +274,7 @@ class MatchingPayment(Model):
                     records.append(record)
                     no+=1
         elif obj.pcode=='UC':
+            records=[]
             for line in lines:
                 #{'amount': '1500.0000',
                  #'cstat': None,
@@ -285,16 +293,47 @@ class MatchingPayment(Model):
                 date,time=(line['dttran'] or "").split("T")
                 amt=line['amount'] or "0"
                 amt=float(amt)
+                hn=line['hn']
+                hn=hn.replace(" ", "")
                 if date and time:
-                    key1='%s-%s-%s'%(
+                    key1='%s:%s:%s'%(
                         line['hn'],
                         date,
                         amt,
                     )
-                if not matches1.get(key1):
+                name=''
-                    matches1[key1]={
+                pid=''
-                       'invno': line['invno'], 
+                for pt in get_model("clinic.patient").search_browse([['hn_no','=',hn]]):
+                    name=pt.name
+                    pid=pt.card_no or ''
+                record={
+                    'date':date,
+                    'name': name,
+                    'pid': pid,
+                    'hn': hn,
+                    'fee_amt': amt,
+                    'srv_amt': 0,
+                    'mdc_amt': 0,
+                    'note': '',
+                    'nf_patient': '',
+                    'nf_pid': '',
+                    'nf_hn': '',
+                    'nf_fee_amt': 0,
+                    'nf_srv_amt': 0,
+                    'nf_mdc_amt': 0,
+                    'expense_id': None,
+                    'expense_number': '',
+                    'found': False,
                 }
+                if matches_uc.get(key1):
+                    vals=matches_uc[key1]
+                    record.update({
+                        'found': True,
+                        'expense_id':vals['expense_id'],
+                        'fee_amt': vals['fee'] or 0,
+                    })
+                records.append(record)
+
         return records
 
     def onchange_date(self,context={}):
@@ -319,10 +358,6 @@ class MatchingPayment(Model):
         if not st.import_account_id:
             raise Exception("Import account not found (Ratchawat Setting -> Accounting)")
         obj=self.browse(ids)[0]
-        if not obj.expenes:
-            raise Exception("Nothing to import")
-
-        obj=self.browse(ids)[0]
         partner=obj.patient_type_id.contact_id
         company_id=get_active_company()
         vals={
@@ -336,7 +371,16 @@ class MatchingPayment(Model):
             'rd_cust': True, #XXX
         }
 
-        for exp in obj.expenes:
+        for line in obj.lines:
+            exp=line.expense_id
+            if exp:
+                exp.write({
+                    'state': 'match',
+                })
+                line.delete()
+        dom=[]
+        dom.append(['state','=','match'])
+        for exp in get_model("clinic.hd.case.expense").search_browse(dom):
             if exp.state=='match':
                 for inv in exp.hd_case_id.invoices:
                     if inv.partner_id.id==partner.id:
@@ -366,6 +410,40 @@ class MatchingPayment(Model):
             '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:
+                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'], 
+                    'expense_id': record['expense_id'],
+                }
+                lines.append(('create', vals))
+        elif obj.pcode=='UC':
+            for record in records:
+                vals={
+                    'date': record['date'], 
+                    'hn': record['hn'], 
+                    'pid': record['pid'], 
+                    'name': record['name'], 
+                    'fee': record['fee_amt'], 
+                    'expense_id': record['expense_id'],
+                }
+                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()
@@ -567,4 +645,16 @@ class MatchingPayment(Model):
             'flash': flash,
         }
     
+    def onchange_line(self,context={}):
+        data=context['data']
+        path=context['path']
+        line=get_data_path(data,path,parent=True)
+        if line.get("expense_id"):
+            line['state']='match'
+        else:
+            print("else ")
+            line['state']=None
+        return data
+
+
 MatchingPayment.register()

netforce_clinic/models/matching_payment_line.py

@@ -0,0 +1,22 @@
+from netforce.model import Model, fields, get_model
+
+
+class MatchingPaymentLine(Model):
+    _name="clinic.matching.payment.line"
+    _transient=True
+
+    _fields={
+        'match_id': fields.Many2One("clinic.matching.payment","Match",required=True,on_delete="cascade"),
+        'expense_id': fields.Many2One("clinic.hd.case.expense","Expense"),
+        "date": fields.Date("Date"),
+        "hn": fields.Char("HN"),
+        'pid': fields.Char("PID"),
+        "name": fields.Char("Name"),
+        'epo': fields.Float("EPO"),
+        'service': fields.Float("Service"),
+        "fee": fields.Float("Fee"),
+        'state': fields.Selection([['match','Match'],['not_math','Not Match']],'State'),
+    }
+    
+
+MatchingPaymentLine.register()

netforce_clinic/models/setting.py

@@ -111,6 +111,10 @@ class ClinicSetting(Model):
             print("Only admin!!")
             return
 
+        for exp in get_model('clinic.hd.case.expense').search_browse([]):
+            exp.write({
+                'note': ' ',
+            })
         # try to create contact
         for staff in get_model("clinic.staff").search_browse([]):
             staff.write({

netforce_clinic/templates/matching_payment.hbs

@@ -2,24 +2,25 @@
 <table class="table table-condensed table-striped">
     <thead>
         <tr>
-            <th colspan="9" style="text-align:center;background-color:#f9e37d;">Import File</th>
+            <th colspan="8" style="text-align:center;background-color:#f9e37d;">Import File</th>
-            <th colspan="5" style="text-align:center;background-color:#2d6ed2;color:white">Netforce</th>
+            <th colspan="7" style="text-align:center;background-color:#2d6ed2;color:white">Netforce</th>
         </tr>
         <tr>
             <th>#</th>
             <th>Date</th>
             <th>HN</th>
+            <th>PID</th>
             <th>Patient</th>
-            <th>EPO Amount</th>
+            <th>EPO</th>
-            <th>Service Medical</th>
+            <th>Service</th>
-            <th>Fee Amount</th>
+            <th>Fee</th>
 
             <th>Date</th>
             <th>HN</th>
             <th>Patient</th>
-            <th>EPO Amount</th>
+            <th>EPO</th>
-            <th>Service Medical</th>
+            <th>Service</th>
-            <th>Fee Amount</th>
+            <th>Fee</th>
             <th>Expense</th>
         </tr>
     </thead>
@@ -29,6 +30,7 @@
                     <td>{{no}}</td>
                     <td>{{date}}</td>
                     <td>{{hn}}</td>
+                    <td>{{pid}}</td>
                     <td>{{patient_name}}
                     <td>{{currency mdc_amt zero=""}}</td>
                     <td>{{currency srv_amt zero=""}}</td>