rematching 40%

netforce_clinic/actions/clinic_payment_matching.xml

@@ -0,0 +1,8 @@
+<action>                                                                                                         
+    <field name="string">Payment Matching</field>
+    <field name="view_cls">report</field>                                                                        
+    <field name="model">clinic.payment.matching</field>
+    <field name="report_template">payment_matching</field>                                                      
+    <field name="report_template_xls">payment_matching</field>                                                         
+    <field name="menu">account_menu</field>                                                                  
+</action>  

netforce_clinic/layouts/clinic_account_menu.xml

@@ -1,6 +1,6 @@
 <inherit inherit="account_menu">
     <item string="Settings" position="before">
-        <item string="Ratchawat Clinic">
+        <item string="Ratchawat">
             <item string="Account Product" action="clinic_setting_account_product"/>
             <item string="Account Patient" action="clinic_setting_account_patient"/>
             <item string="HD Case Expense" action="clinic_report_account_hd_case_summary"/>
@@ -18,6 +18,9 @@
             <item string="Labor Cost Daily" action="clinic_report_labor_cost_daily"/>
             <item string="Labor Cost Overtime" action="clinic_report_labor_cost_overtime"/>
         </item>
+        <item string="Matching">
+            <item string="Payment Matching" action="clinic_payment_matching"/>
+        </item>
     </item>
     <item string="Financial Settings" position="after">
             <item string="Ratchawat Settings" action="clinic_account_setting"/>

netforce_clinic/layouts/clinic_document_form.xml

@@ -0,0 +1,5 @@
+<inherit inherit="doc_form">
+    <field name="partner_id" position="before">
+        <field name="name"/>
+    </field>
+</inherit>

netforce_clinic/layouts/clinic_payment_matching.xml

@@ -0,0 +1,15 @@
+<form model="clinic.payment.matching">
+    <!--<field name="date" span="2" mode="month"/>-->
+    <group form_layout="stacked">
+        <separator string="Invoice Filter"/>
+        <field name="period_id" onchange="onchange_period" domain='[["state","=","open"]]' span="2"/>
+        <field name="date_from" span="2"/>
+        <field name="date_to" span="2"/>
+        <field name="inv_state" span="2"/>
+        <field name="branch_id" span="2"/>
+        <field name="department_id" domain='[["branch_id","=",branch_id]]' span="2"/>
+    </group>
+    <separator string="Document Mathing"/>
+    <field name="file_id" span="2"/>
+    <field name="view_type" span="2"/>
+</form>

netforce_clinic/layouts/clinic_prod_form.xml

@@ -1,8 +1,8 @@
 <inherit model="product" inherit="product_form">
     <tab string="Other" position="after">
-        <tab string="Ratchawat Clinic">
+        <tab string="Ratchawat">
             <group form_layout="stacked">
-                <separator string="View Product"/>
+                <separator string="Product View"/>
                 <field name="patient_types" nolabel="1" span="12">
                     <list>
                         <field name="code"/>
@@ -10,7 +10,7 @@
                         <field name="default"/>
                     </list>
                 </field>
-                <separator string="Account Product Setting"/>
+                <separator string="Product Account Setting"/>
                 <field name="account_products" nolabel="1">
                     <list>
                         <field name="patient_type_id"/>

netforce_clinic/models/__init__.py

@@ -142,3 +142,5 @@ from . import conv_bal
 from . import conv_sale_invoice
 from . import account_move_line
 from . import invoice_payment
+from . import document
+from . import payment_matching

netforce_clinic/models/document.py

@@ -0,0 +1,10 @@
+from netforce.model import Model,fields
+
+class Document(Model):
+    _inherit="document"
+    
+    _fields={
+        'name': fields.Char("Name",search=True),
+    }
+
+Document.register()

netforce_clinic/models/payment_matching.py

@@ -0,0 +1,108 @@
+import time
+from calendar import monthrange
+
+from netforce.model import Model, fields, get_model
+
+class PaymentMatching(Model):
+    _name="clinic.payment.matching"
+    _string="Payment Matching"
+    _transient=True
+
+
+    _fields={
+        'name': fields.Char("Name"),
+        "date": fields.Date("Month"),
+        "date_from": fields.Date("From", required=True),
+        "date_to": fields.Date("To", required=True),
+        'file_id': fields.Many2One('document','File',domain=[['categ_id.code','=','MP']]),
+        "period_id": fields.Many2One("clinic.period.line","Period"),
+        'department_id': fields.Many2One("clinic.department","Department"),
+        'branch_id': fields.Many2One("clinic.branch","Branch"),
+        "inv_state": fields.Selection([("draft","Draft"),("waiting_approval","Waiting Approval"),("waiting_payment","Waiting Payment"),("paid","Paid"),("voided","Voided")],"Status"),
+        "view_type": fields.Selection([("invoice","Invoice"),("file","File")],"View Type"),
+    }
+
+    def _get_date_from(self,context={}):
+        year,month,day=time.strftime("%Y-%m-%d").split("-")
+        return '%s-%s-%s'%(year,month,day)
+
+    def _get_date_to(self,context={}):
+        year,month,day=time.strftime("%Y-%m-%d").split("-")
+        weekday, total_day=monthrange(int(year), int(month))
+        return "%s-%s-%s"%(year,month,day)
+
+    def default_get(self,field_names=None,context={},**kw):
+        defaults=context.get("defaults",{})
+        date_from=defaults.get("date_from", self._get_date_from())
+        date_to=defaults.get("date_to", self._get_date_to())
+        yearnow=date_from.split("-")[0]
+        for period in get_model('clinic.period').search_browse([['name','=',yearnow]]):
+            for line in period.lines:
+                if line.state=='open':
+                    period_id=line.id
+                    date_from=line.date_start
+                    date_to=line.date_stop
+                    break
+        res={
+            'period_id': period_id,
+            'date': time.strftime("%Y-%m-%d"),
+            'date_from': date_from,
+            'date_to': date_to,
+            'inv_state': 'waiting_payment',
+            'view_type': 'invoice',
+        }
+        return res
+
+    def onchange_period(self,context={}):   
+        data=context['data']
+        period_id=data['period_id']
+        period=get_model('clinic.period.line').browse(period_id)
+        data['date_from']=period.date_start
+        data['date_to']=period.date_stop
+        return data
+
+    def get_report_data(self,ids,context={}):
+        defaults=self.default_get(context=context)
+        print('defaults ', defaults)
+        date_from=defaults.get('date_from')
+        date_to=defaults.get('date_to')
+        branch_id=None
+        department_id=None
+        inv_state=defaults.get('inv_state')
+        view_type=defaults.get('view_type')
+        if ids:
+            obj=self.browse(ids)[0]
+            date_from=obj.date_from
+            date_to=obj.date_to
+            branch_id=obj.branch_id.id
+            department_id=obj.department_id.id
+            inv_state=obj.inv_state
+            view_type=obj.view_type
+        lines=[]
+        dom=[
+            ['date','>=',date_from],
+            ['date','<=',date_to],
+            ['state','=',inv_state],
+        ]
+        if branch_id and not department_id:
+            dom.append(['department_id.branch_id','=',branch_id])
+        elif department_id:
+            dom.append(['department_id','=',department_id])
+        if view_type=='invoice':            
+            field_names=['date','number','amount_due']
+            for inv in get_model('account.invoice').search_read(dom,field_names):
+                vals={}
+                for field_name in field_names:
+                    vals[field_name]=inv[field_name],
+                lines.append(vals)
+        data={
+            'lines': lines,
+            'date_from': date_from,
+            'date_to': date_to,
+            'total_inv': len(lines),
+            'view_type': view_type,
+        }
+        return data
+
+
+PaymentMatching.register()

netforce_clinic/readme.txt

@@ -1,4 +1,4 @@
-- location
+mathching payment:
-    - staff
+    target
-    - patient
+        get invoice all invoice
-
+    can match any

netforce_clinic/templates/payment_matching.hbs

@@ -0,0 +1,38 @@
+<!--
+<center>
+    <h3>Payment Matching</h3>
+    <h4>From {{date_from}} To {{date_to}}</h4>
+</center>
+-->
+<div class="row">
+    <div class="col-sm-6">
+    </div>
+    <div class="col-sm-6">
+        <h4>
+            <span class="pull-right label label-default">TOTAL: {{total_inv}}</span>
+        </h4>
+    </div>
+</div>
+<table class="table table-hover">
+    {{#ifeq view_type 'invoice'}}
+        <thead>
+            <th>Invoice Date</th>
+            <th>Number</th>
+        </thead>
+        <tbody>
+            {{#if lines}}
+                {{#each lines}}
+                    <tr>
+                        <td>{{date}}</td>
+                        <td>{{number}}</td>
+                    </tr>
+                {{/each}}
+            {{else}}
+            {{/if}}
+        </tbody>
+        <tfoot>
+        </tfoot>
+    {{else}}
+        TODO
+    {{/ifeq}}
+</table>