create contact for staff

netforce_clinic/layouts/clinic_contact_form.xml

@@ -3,6 +3,7 @@
         <tab string="Other">
             <field name="walkin_cust"/>
             <field name="is_patient"/>
+            <field name="is_staff"/>
         </tab>
     </tab>
 

netforce_clinic/layouts/clinic_patient_form.xml

@@ -12,7 +12,7 @@
     <field name="type_id"/>
     <field name="name"/>
     <field name="reg_date"/>
-    <field name="partner_id"/>
+    <field name="partner_id" domain='[["is_patient","=","true"]]'/>
     <field name="categ_id"/>
     <field name="doctor_id"/>
     <field name="department_id"/>

netforce_clinic/layouts/clinic_staff_form.xml

@@ -10,6 +10,7 @@
     <field name="name"/>
     <field name="name_eng"/>
     <field name="nick_name"/>
+    <field name="partner_id" domain='[["is_staff","=","true"]]'/>
     <field name="branch_id" required="1"/>
     <field name="department_id" domain='[["branch_id","=",branch_id]]' required="1"/>
     <field name="company_id" invisible="1"/>

netforce_clinic/migrations/import_acc.py

@@ -1,39 +1,40 @@
 from netforce.model import get_model
 from netforce import migration
+from netforce.access import set_active_user, get_active_user
 
 class Migration(migration.Migration):
     _name="import.acc"
     _version="2.11.0"
     
     def migrate(self):
-        data={} 
+        #data={} 
-        lines=get_model("conv.bal").search_browse([])
+        #lines=get_model("conv.bal").search_browse([])
-        for conv in lines:
+        #for conv in lines:
-            if conv.id==24:
+            #if conv.id==24:
-                for invoice in conv.sale_invoices:
+                #for invoice in conv.sale_invoices:
-                    amount_due=invoice.amount_due or 0
+                    #amount_due=invoice.amount_due or 0
-                    number=invoice.number or ""
+                    #number=invoice.number or ""
-                    if not data.get(number):
+                    #if not data.get(number):
-                        data[number]={'amount_due': amount_due}
+                        #data[number]={'amount_due': amount_due}
 
-        f=open("/tmp/ar.csv","r")
+        #f=open("/tmp/ar.csv","r")
-        res=f.read().split("\n")
+        #res=f.read().split("\n")
-        total=0.0
+        #total=0.0
-        del res[0]
+        #del res[0]
-        st=""
+        #st=""
-        no=1
+        #no=1
-        for r in res:
+        #for r in res:
-            r=r.split(",")
+            #r=r.split(",")
-            number=r[0]
+            #number=r[0]
-            if not data.get(number):
+            #if not data.get(number):
-                st+=','.join(r)
+                #st+=','.join(r)
-                st+='\n'
+                #st+='\n'
-                print(no, 'XXX ', r)
+                #print(no, 'XXX ', r)
-            no+=1
+            #no+=1
-        f=open("res.csv","w")
+        #f=open("res.csv","w")
-        f.write(st)
+        #f.write(st)
-        f.close()
+        #f.close()
-        print("diff ", total)
+        #print("diff ", total)
 
         #cbv_id=24
         #cbv=get_model("conv.bal").browse(cbv_id)
@@ -46,6 +47,34 @@ class Migration(migration.Migration):
         #})
         #print("import sale file (step 2)running ...")
         #get_model("conv.bal").import_sale_file([cbv.id],context={})
+        #user_id=get_active_user()
+        #print("user_id ", user_id)
+        #set_active_user(1)
+        #cbv_id=24
+        #print("create_open_entry...")
+        #cbv=get_model("conv.bal").browse(cbv_id)
+        #old={}
+        #for purchase in cbv.purch_invoices:
+            #number=purchase.number or ''
+            #print('number ', number)
+            #if not old.get(number):
+                #old.update({
+                    #'x': [number],
+                #})
+            #else:
+                #x=old[number]['x']
+                #number='%s.%s'%(number,len(x))
+                #print('!!number ', number)
+                #purchase.write({
+                    #'number': number,
+                #})
+                #x.append(number)
+        #cbv.create_open_entry()
+        #print("create_sale_invoices...")
+        #cbv.create_sale_invoices()
+        print("create_purch_invoices...")
+        cbv.create_purch_invoices()
+        print("Done!")
         return True
 
 Migration.register()

netforce_clinic/models/matching_payment.py

@@ -80,6 +80,327 @@ class MatchingPayment(Model):
             raise Exception("No data to match") 
         return lines
 
+    def match(self,ids,context={}):
+        obj=self.browse(ids)[0]
+        lines=obj.get_line()
+        matches1={}
+        matches2={}
+        matches3={}
+        matches4={}
+        dom=[]
+        dom.append(['date',">=",obj.date_from])
+        dom.append(['date',"<=",obj.date_to])
+        dom.append(['patient_id.type_id',"=",obj.patient_type_id.id])
+        dom.append(['state','!=', 'completed'])
+        for exp in get_model('clinic.hd.case.expense').search_browse(dom):
+            patient=exp.patient_id
+            hn=patient.hn_no
+            pid=patient.card_no
+            pid=pid and pid or ""
+            name=patient.name or ''
+            name_check=name.replace(" ","")
+            date=exp.date or ""
+            lfee_amt=exp.fee_amt or 0
+            lmdc_amt=exp.mdc_amt or 0
+            lsrv_amt=exp.srv_amt or 0
+            #hn
+            key1='%s:%s:%s:%s:%s'%(
+                hn,
+                date,
+                lfee_amt,
+                lsrv_amt,
+                lmdc_amt,
+                )
+            # id card
+            key2='%s:%s:%s:%s:%s'%(
+                pid,
+                date,
+                lfee_amt,
+                lsrv_amt,
+                lmdc_amt,
+                )
+            key3='%s:%s:%s:%s:%s'%(
+                name_check,
+                date,
+                lfee_amt,
+                lsrv_amt,
+                lmdc_amt,
+                )
+            key4='%s:%s'%(name_check,date)
+            vals={
+                'pid': pid,
+                'name': name,
+                'date': date,
+                'fee_amt': lfee_amt,
+                'service_amt': lsrv_amt,
+                'epo_amt': lmdc_amt,
+                'hn': hn,
+                'expense_id': exp.id,
+            }
+            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 matches4.get(key3):
+                matches4[key4]=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:
+                    hcode='0'
+                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")
+                    name=line.get("name14")
+                    name2=name
+                    name=name.replace(" ","")
+                    pid=line.get('pid')
+                    date=dttran[0:10]
+                    time=dttran[11:] #XXX
+                    if not time:
+                        print("wrong format")
+                        continue
+                    hn=line.get('hn')
+                    hn=''.join([x for x in hn if x.isdigit()])
+                    key1='%s:%s:%s:%s:%s'%(
+                        hn,
+                        date,
+                        lfee_amt,
+                        lsrv_amt,
+                        lmdc_amt,
+                        )
+                    key2='%s:%s:%s:%s:%s'%(
+                        pid,
+                        date,
+                        lfee_amt,
+                        lsrv_amt,
+                        lmdc_amt,
+                        )
+                    key3='%s:%s:%s:%s:%s'%(
+                        name,
+                        date,
+                        lfee_amt,
+                        lsrv_amt,
+                        lmdc_amt,
+                        )
+                    key4='%s:%s'%(name,date)
+                    #vals={
+                        #'pid': pid,
+                        #'name': name,
+                        #'date': date,
+                        #'fee_amt': lfee_amt,
+                        #'service_amt': lsrv_amt,
+                        #'epo_amt': lmdc_amt,
+                    #}
+                    record={
+                        'no': no,
+                        'date':date,
+                        'patient_name': name2,
+                        'hn': hn,
+                        'fee_amt': lfee_amt,
+                        'srv_amt': lsrv_amt,
+                        'mdc_amt': lmdc_amt,
+                        '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 not matches1.get(key1):
+                        if not matches2.get(key2):
+                            if not matches4.get(key3):
+                                notes=matches4.get(key4)
+                                if notes:
+                                    print("not found")
+                                    record.update({
+                                        'nf_date': notes['date'],
+                                        'nf_hn': notes['hn'],
+                                        'nf_pid': notes['pid'],
+                                        'nf_patient_name': notes['name'],
+                                        'nf_fee_amt': notes['fee_amt'],
+                                        'nf_srv_amt': notes['srv_amt'],
+                                        'nf_mdc_amt': notes['mdc_amt'],
+                                        'expense_id': notes['expense_id'],
+                                        'expense_number': notes['expense_number'],
+                                    })
+                                else:
+                                    print(">> ", notes)
+                            else:
+                                print("found 3.")
+                                # found 3.
+                                found=matches3[key3]
+                                record.update({
+                                    'expense_id': found['expense_id'],
+                                })
+                        else:
+                            # found 2.
+                            print("found 2.")
+                            found=matches2[key2]
+                            record.update({
+                                'expense_id': found['expense_id'],
+                            })
+                    else:
+                        # found 1.
+                        found=matches1[key1]
+                        print("found 1.")
+                        record.update({
+                            'expense_id': found['expense_id'],
+                            'expense_number': found['expense_number'],
+                            'found': True,
+                        })
+                    records.append(record)
+                    no+=1
+        elif obj.pcode=='UC':
+            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")
+                amt=line['amount'] or "0"
+                amt=float(amt)
+                if date and time:
+                    key1='%s-%s-%s'%(
+                        line['hn'],
+                        date,
+                        amt,
+                    )
+                if not matches1.get(key1):
+                    matches1[key1]={
+                       'invno': line['invno'], 
+                    }  
+        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)
+        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]
+        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={
+            "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 exp in obj.expenes:
+            if exp.state=='match':
+                for inv in exp.hd_case_id.invoices:
+                    if inv.partner_id.id==partner.id:
+                        vals['invoice_lines'].append(('create',{
+                            'invoice_id': inv.id,
+                            'amount': inv.amount_due or 0,
+                        }))
+                #should not match again
+                exp.write({
+                    'state': 'completed',
+                })
+                hdcase=exp.hd_case_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 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 match_old(self,ids,context={}):
         obj=self.browse(ids)[0]
         lines=obj.get_line()
@@ -246,293 +567,4 @@ class MatchingPayment(Model):
             'flash': flash,
         }
 
-    def match(self,ids,context={}):
-        obj=self.browse(ids)[0]
-        lines=obj.get_line()
-        return lines
-
-        matches1={}
-        matches2={}
-        matches3={}
-        dom=[]
-        dom.append(['date',">=",obj.date_from])
-        dom.append(['date',"<=",obj.date_to])
-        dom.append(['patient_id.type_id',"=",obj.patient_type_id.id])
-        dom.append(['state','!=', 'completed'])
-        for exp in get_model('clinic.hd.case.expense').search_browse(dom):
-            hn=''.join([x for x in hn if x.isdigit()])
-            key1='%s:%s:%s:%s:%s'%(
-                hn,
-                date,
-                lfee_amt,
-                lsrv_amt,
-                lmdc_amt,
-                )
-            key2='%s:%s:%s:%s:%s'%(
-                pid,
-                date,
-                lfee_amt,
-                lsrv_amt,
-                lmdc_amt,
-                )
-            key3='%s:%s:%s:%s:%s'%(
-                name,
-                date,
-                lfee_amt,
-                lsrv_amt,
-                lmdc_amt,
-                )
-            vals={
-                'pid': pid,
-                'name': name,
-                'date': date,
-                'fee_amt': lfee_amt,
-                'service_amt': lsrv_amt,
-                'epo_amt': lmdc_amt,
-            }
-            if not matches1.get(key1):
-                matches1[key1]=vals
-            if not matches2.get(key2):
-                matches2[key2]=vals
-            if not matches3.get(key3):
-                matches2[key2]=vals
-        if obj.pcode=='SSO':
-            for line in lines:
-                hcode=line.get('hcode18')
-                if not hcode:
-                    hcode='0'
-                hcode=int(hcode)
-                hcode=str(hcode)
-                if obj.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")
-                    name=line.get("name14")
-                    pid=line.get('pid')
-                    date=dttran[0:10]
-                    time=dttran[11:] #XXX
-                    if not time:
-                        print("wrong format")
-                        continue
-                    hn=line.get('hn')
-                    hn=''.join([x for x in hn if x.isdigit()])
-                    key1='%s:%s:%s:%s:%s'%(
-                        hn,
-                        date,
-                        lfee_amt,
-                        lsrv_amt,
-                        lmdc_amt,
-                        )
-                    key2='%s:%s:%s:%s:%s'%(
-                        pid,
-                        date,
-                        lfee_amt,
-                        lsrv_amt,
-                        lmdc_amt,
-                        )
-                    key3='%s:%s:%s:%s:%s'%(
-                        name,
-                        date,
-                        lfee_amt,
-                        lsrv_amt,
-                        lmdc_amt,
-                        )
-                    vals={
-                        'pid': pid,
-                        'name': name,
-                        'date': date,
-                        'fee_amt': lfee_amt,
-                        'service_amt': lsrv_amt,
-                        'epo_amt': lmdc_amt,
-                    }
-                    if not matches1.get(key1):
-                        matches1[key1]=vals
-                    if not matches2.get(key2):
-                        matches2[key2]=vals
-                    if not matches3.get(key3):
-                        matches2[key2]=vals
-
-        elif obj.pcode=='UC':
-            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")
-                amt=line['amount'] or "0"
-                amt=float(amt)
-                if date and time:
-                    key1='%s-%s-%s'%(
-                        line['hn'],
-                        date,
-                        amt,
-                    )
-                if not matches1.get(key1):
-                    matches1[key1]={
-                       'invno': line['invno'], 
-                    }  
-
-        for exp in get_model('clinic.hd.case.expense').search_browse(dom):
-            pt=exp.patient_id
-            if obj.pcode=='UC':
-                hdcase=exp.hd_case_id
-                date=hdcase.date
-                fee_amt=0
-                for line in hdcase.lines:
-                    categ=line.product_categ_id
-                    if categ.code=='FEE':
-                        fee_amt+=line.amount or 0
-                key='%s-%s-%s'%(pt.hn_no,date,amt)
-                found=matches1.get(key)
-                if found:
-                   exp.write({
-                       'state': 'match',
-                   })  
-            elif obj.pcode=='SSO':
-                key1='%s:%s:%s:%s:%s'%(
-                    pt.hn_no,
-                    exp.date,
-                    exp.fee_amt and exp.fee_amt or 0,
-                    exp.srv_amt and exp.srv_amt or 0,
-                    exp.mdc_amt and exp.mdc_amt or 0,
-                    )
-                key2='%s:%s:%s:%s:%s'%(
-                    pt.name or "",
-                    exp.date,
-                    exp.fee_amt and exp.fee_amt or 0,
-                    exp.srv_amt and exp.srv_amt or 0,
-                    exp.mdc_amt and exp.mdc_amt or 0,
-                    )
-                found=matches1.get(key1) or matches2.get(key2)
-                if found:
-                    hdcase=exp.hd_case_id
-                    exp.write({
-                        'state': 'match',
-                    })  
-
-        flash='Done!'
-        return {
-            'next': {
-                'name': 'clinic_matching_payment',
-                'mode': 'form',
-                'active_id': obj.id,
-            },
-            'flash': flash,
-        }
-
-    def onchange_date(self,context={}):
-        data=context['data']
-        date=data['date']
-        year,month,day=date.split("-")
-        weekday, total_day=monthrange(int(year), int(month))
-        data['date_from']="%s-%s-01"%(year,month)
-        data['date_to']="%s-%s-%s"%(year,month,total_day)
-        return data
-    
-    def 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]
-        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={
-            "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 exp in obj.expenes:
-            if exp.state=='match':
-                for inv in exp.hd_case_id.invoices:
-                    if inv.partner_id.id==partner.id:
-                        vals['invoice_lines'].append(('create',{
-                            'invoice_id': inv.id,
-                            'amount': inv.amount_due or 0,
-                        }))
-                #should not match again
-                exp.write({
-                    'state': 'completed',
-                })
-                hdcase=exp.hd_case_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 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
-
 MatchingPayment.register()

netforce_clinic/models/partner.py

@@ -6,6 +6,7 @@ class Partner(Model):
     _fields={
         'walkin_cust': fields.Boolean("Walkin Customer"),
         'is_patient': fields.Boolean("Is Patient"),
+        'is_staff': fields.Boolean("Is Staff"),
     }
 
 Partner.register()

netforce_clinic/models/setting.py

@@ -110,11 +110,11 @@ class ClinicSetting(Model):
         if user_id !=1:
             print("Only admin!!")
             return
-        for pt in get_model("clinic.patient").search_browse([]):
+
-            partner=pt.partner_id
+        # try to create contact
-            if partner:
+        for staff in get_model("clinic.staff").search_browse([]):
-                partner.write({
+            staff.write({
-                    'is_patient': True,
+                'note': ' ',
             })
         print("Done!")
 

netforce_clinic/models/staff.py

@@ -128,6 +128,7 @@ class Staff(Model):
         "hd_cases": fields.Many2Many("clinic.hd.case","HD Cases",function="_get_hdcase"), # not need to use (it's slow to load)
         "cycle_item_nurses": fields.One2Many("clinic.cycle.item.line","nurse_id","Cycle Items"),
         'branch_id': fields.Many2One("clinic.branch","Branch", search=True),
+        "partner_id": fields.Many2One("partner","Contact"),
     }
 
     def _get_number(self,context={}):
@@ -163,9 +164,39 @@ class Staff(Model):
 
     #_key=["name_check","branch_id"] #not working
     _sql_constraints=("clinic_staff_key_uniq","unique(name_check,branch_id)","name should be unique"),
-
     _order="date desc,number desc"
     
+    def create_contact(self,name):
+        partner_id=get_model("partner").create({
+            'name': name,
+            'last_name': name,
+            'type': 'person',
+            'is_staff': True,
+        })
+        address_id=get_model('address').create({
+            'type': 'shipping',
+            'partner_id': partner_id,
+            'address': 'your address',
+            'address2': 'your address2',
+            'city': 'your city',
+            'postal_code': 'your zip',
+            'country_id': 1,
+
+        })
+        return partner_id, address_id
+
+    def check_contact(self,name=""):
+        partner_id=None
+        dom=[
+            ['name','=',name],
+            ['is_staff','=',True],
+        ]
+        for partner in get_model("partner").search_browse(dom):
+            if partner.name==name:
+                partner_id=partner.id
+                break
+        return partner_id
+
     def check_emp(self,name="", employee_id=None):
         names=name.split(" ")
         first_name=names[0]
@@ -194,8 +225,18 @@ class Staff(Model):
         emp_id=self.check_emp(name,employee_id)
         if emp_id:
             vals['employee_id']=emp_id
+        partner_id=get_model("clinic.staff").check_contact(name)
+        address_id=None
+        if not partner_id:
+            vals['partner_id'],address_id=self.create_contact(name)
         new_id=super().create(vals,**kw)
         self.function_store([new_id])
+        if address_id:
+            addr=get_model('address').browse(address_id)
+            addr.write({
+                'partner_id': vals['partner_id'],
+                'staff_id': new_id,
+            })
         return new_id
 
     def write(self,ids,vals,**kw):
@@ -206,8 +247,18 @@ class Staff(Model):
         emp_id=self.check_emp(name,obj.employee_id.id)
         if emp_id:
             vals['employee_id']=emp_id
+        partner_id=get_model("clinic.staff").check_contact(name)
+        address_id=None
+        if not partner_id:
+            vals['partner_id'],address_id=self.create_contact(name)
         self.function_store(ids)
         super().write(ids,vals,**kw)
+        if address_id:
+            addr=get_model('address').browse(address_id)
+            addr.write({
+                'partner_id': vals['partner_id'],
+                'staff_id': ids[0],
+            })
 
     def name_get(self,ids,context={}):
         vals=[]

netforce_clinic/templates/matching_payment.hbs

@@ -1,5 +1,11 @@
+<p></p>
 <table class="table table-condensed table-striped">
     <thead>
+        <tr>
+            <th colspan="9" style="text-align:center;background-color:#f9e37d;">Import File</th>
+            <th colspan="5" style="text-align:center;background-color:#2d6ed2;color:white">Netforce</th>
+        </tr>
+        <tr>
             <th>#</th>
             <th>Date</th>
             <th>HN</th>
@@ -7,8 +13,15 @@
             <th>EPO Amount</th>
             <th>Service Medical</th>
             <th>Fee Amount</th>
-        <th>HD Case</th>
+
-        <th>Note</th>
+            <th>Date</th>
+            <th>HN</th>
+            <th>Patient</th>
+            <th>EPO Amount</th>
+            <th>Service Medical</th>
+            <th>Fee Amount</th>
+            <th>Expense</th>
+        </tr>
     </thead>
     <tbody>
         {{#each lines }}
@@ -16,11 +29,17 @@
                     <td>{{no}}</td>
                     <td>{{date}}</td>
                     <td>{{hn}}</td>
-                    <td style="width:15%;">{{view "link" string=patient_name action="clinic_patient" action_options="mode=form" active_id=patient_id}}</td>
+                    <td>{{patient_name}}
-                    <td>{{currency epo_amt zero=""}}</td>
+                    <td>{{currency mdc_amt zero=""}}</td>
-                    <td>{{currency service_amt zero=""}}</td>
+                    <td>{{currency srv_amt zero=""}}</td>
                     <td>{{currency fee_amt zero=""}}</td>
-                    <td>{{note}}</td>
+                    <td>{{nf_date}}</td>
+                    <td>{{nf_hn}}</td>
+                    <td>{{nf_patient_name}}
+                    <td>{{currency nf_mdc_amt zero=""}}</td>
+                    <td>{{currency nf_srv_amt zero=""}}</td>
+                    <td>{{currency nf_fee_amt zero=""}}</td>
+                    <td>{{expense_number}}</td>
                 </tr>
         {{/each}}
     </tbody>

netforce_clinic/todo.txt

@@ -1,7 +1,5 @@
 todo:
-    --------
     matching payment
-
+    create contact from staff
-
+        - xxxx
-    -------
+    script to clear invoice
-