Netforce-Customized
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clinic
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create contact for staff

conv_bal
watcha.h 2015-02-18 23:53:29 +07:00
parent 8a16157c61
commit 5fdb377c1a
10 changed files with 474 additions and 342 deletions
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1
netforce_clinic/layouts/clinic_contact_form.xml
View File

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

2
netforce_clinic/layouts/clinic_patient_form.xml
View File

@ -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"/>

1
netforce_clinic/layouts/clinic_staff_form.xml
View File

@ -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"/>

83
netforce_clinic/migrations/import_acc.py
View File

@ -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={}
lines=get_model("conv.bal").search_browse([])
for conv in lines:
if conv.id==24:
for invoice in conv.sale_invoices:
amount_due=invoice.amount_due or 0
number=invoice.number or ""
if not data.get(number):
data[number]={'amount_due': amount_due}
#data={}
#lines=get_model("conv.bal").search_browse([])
#for conv in lines:
#if conv.id==24:
#for invoice in conv.sale_invoices:
#amount_due=invoice.amount_due or 0
#number=invoice.number or ""
#if not data.get(number):
#data[number]={'amount_due': amount_due}
f=open("/tmp/ar.csv","r")
res=f.read().split("\n")
total=0.0
del res[0]
st=""
no=1
for r in res:
r=r.split(",")
number=r[0]
if not data.get(number):
st+=','.join(r)
st+='\n'
print(no, 'XXX ', r)
no+=1
f=open("res.csv","w")
f.write(st)
f.close()
print("diff ", total)
#f=open("/tmp/ar.csv","r")
#res=f.read().split("\n")
#total=0.0
#del res[0]
#st=""
#no=1
#for r in res:
#r=r.split(",")
#number=r[0]
#if not data.get(number):
#st+=','.join(r)
#st+='\n'
#print(no, 'XXX ', r)
#no+=1
#f=open("res.csv","w")
#f.write(st)
#f.close()
#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()

610
netforce_clinic/models/matching_payment.py
View File

@ -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()

1
netforce_clinic/models/partner.py
View File

@ -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()

10
netforce_clinic/models/setting.py
View File

@ -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
if partner:
partner.write({
'is_patient': True,
# try to create contact
for staff in get_model("clinic.staff").search_browse([]):
staff.write({
'note': ' ',
})
print("Done!")

53
netforce_clinic/models/staff.py
View File

@ -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=[]

31
netforce_clinic/templates/matching_payment.hbs
View File

@ -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>{{currency epo_amt zero=""}}</td>
<td>{{currency service_amt zero=""}}</td>
<td>{{patient_name}}
<td>{{currency mdc_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>

8
netforce_clinic/todo.txt
View File

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