rematching 40%
parent
502020a8d3
commit
6c9f041771
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@ -0,0 +1,8 @@
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<action>
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<field name="string">Payment Matching</field>
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<field name="view_cls">report</field>
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<field name="model">clinic.payment.matching</field>
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<field name="report_template">payment_matching</field>
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<field name="report_template_xls">payment_matching</field>
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<field name="menu">account_menu</field>
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</action>
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@ -1,6 +1,6 @@
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<inherit inherit="account_menu">
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<item string="Settings" position="before">
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<item string="Ratchawat Clinic">
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<item string="Ratchawat">
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<item string="Account Product" action="clinic_setting_account_product"/>
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<item string="Account Patient" action="clinic_setting_account_patient"/>
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<item string="HD Case Expense" action="clinic_report_account_hd_case_summary"/>
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@ -18,6 +18,9 @@
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<item string="Labor Cost Daily" action="clinic_report_labor_cost_daily"/>
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<item string="Labor Cost Overtime" action="clinic_report_labor_cost_overtime"/>
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</item>
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<item string="Matching">
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<item string="Payment Matching" action="clinic_payment_matching"/>
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</item>
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</item>
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<item string="Financial Settings" position="after">
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<item string="Ratchawat Settings" action="clinic_account_setting"/>
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@ -0,0 +1,5 @@
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<inherit inherit="doc_form">
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<field name="partner_id" position="before">
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<field name="name"/>
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</field>
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</inherit>
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@ -0,0 +1,15 @@
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<form model="clinic.payment.matching">
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<!--<field name="date" span="2" mode="month"/>-->
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<group form_layout="stacked">
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<separator string="Invoice Filter"/>
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<field name="period_id" onchange="onchange_period" domain='[["state","=","open"]]' span="2"/>
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<field name="date_from" span="2"/>
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<field name="date_to" span="2"/>
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<field name="inv_state" span="2"/>
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<field name="branch_id" span="2"/>
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<field name="department_id" domain='[["branch_id","=",branch_id]]' span="2"/>
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</group>
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<separator string="Document Mathing"/>
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<field name="file_id" span="2"/>
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<field name="view_type" span="2"/>
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</form>
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@ -1,8 +1,8 @@
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<inherit model="product" inherit="product_form">
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<tab string="Other" position="after">
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<tab string="Ratchawat Clinic">
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<tab string="Ratchawat">
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<group form_layout="stacked">
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<separator string="View Product"/>
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<separator string="Product View"/>
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<field name="patient_types" nolabel="1" span="12">
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<list>
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<field name="code"/>
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@ -10,7 +10,7 @@
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<field name="default"/>
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</list>
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</field>
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<separator string="Account Product Setting"/>
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<separator string="Product Account Setting"/>
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<field name="account_products" nolabel="1">
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<list>
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<field name="patient_type_id"/>
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@ -142,3 +142,5 @@ from . import conv_bal
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from . import conv_sale_invoice
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from . import account_move_line
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from . import invoice_payment
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from . import document
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from . import payment_matching
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@ -0,0 +1,10 @@
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from netforce.model import Model,fields
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class Document(Model):
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_inherit="document"
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_fields={
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'name': fields.Char("Name",search=True),
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}
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Document.register()
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@ -0,0 +1,108 @@
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import time
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from calendar import monthrange
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from netforce.model import Model, fields, get_model
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class PaymentMatching(Model):
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_name="clinic.payment.matching"
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_string="Payment Matching"
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_transient=True
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_fields={
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'name': fields.Char("Name"),
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"date": fields.Date("Month"),
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"date_from": fields.Date("From", required=True),
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"date_to": fields.Date("To", required=True),
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'file_id': fields.Many2One('document','File',domain=[['categ_id.code','=','MP']]),
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"period_id": fields.Many2One("clinic.period.line","Period"),
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'department_id': fields.Many2One("clinic.department","Department"),
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'branch_id': fields.Many2One("clinic.branch","Branch"),
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"inv_state": fields.Selection([("draft","Draft"),("waiting_approval","Waiting Approval"),("waiting_payment","Waiting Payment"),("paid","Paid"),("voided","Voided")],"Status"),
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"view_type": fields.Selection([("invoice","Invoice"),("file","File")],"View Type"),
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}
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def _get_date_from(self,context={}):
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year,month,day=time.strftime("%Y-%m-%d").split("-")
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return '%s-%s-%s'%(year,month,day)
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def _get_date_to(self,context={}):
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year,month,day=time.strftime("%Y-%m-%d").split("-")
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weekday, total_day=monthrange(int(year), int(month))
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return "%s-%s-%s"%(year,month,day)
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def default_get(self,field_names=None,context={},**kw):
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defaults=context.get("defaults",{})
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date_from=defaults.get("date_from", self._get_date_from())
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date_to=defaults.get("date_to", self._get_date_to())
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yearnow=date_from.split("-")[0]
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for period in get_model('clinic.period').search_browse([['name','=',yearnow]]):
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for line in period.lines:
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if line.state=='open':
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period_id=line.id
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date_from=line.date_start
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date_to=line.date_stop
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break
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res={
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'period_id': period_id,
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'date': time.strftime("%Y-%m-%d"),
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'date_from': date_from,
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'date_to': date_to,
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'inv_state': 'waiting_payment',
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'view_type': 'invoice',
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}
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return res
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def onchange_period(self,context={}):
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data=context['data']
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period_id=data['period_id']
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period=get_model('clinic.period.line').browse(period_id)
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data['date_from']=period.date_start
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data['date_to']=period.date_stop
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return data
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def get_report_data(self,ids,context={}):
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defaults=self.default_get(context=context)
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print('defaults ', defaults)
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date_from=defaults.get('date_from')
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date_to=defaults.get('date_to')
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branch_id=None
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department_id=None
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inv_state=defaults.get('inv_state')
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view_type=defaults.get('view_type')
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if ids:
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obj=self.browse(ids)[0]
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date_from=obj.date_from
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date_to=obj.date_to
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branch_id=obj.branch_id.id
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department_id=obj.department_id.id
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inv_state=obj.inv_state
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view_type=obj.view_type
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lines=[]
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dom=[
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['date','>=',date_from],
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['date','<=',date_to],
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['state','=',inv_state],
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]
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if branch_id and not department_id:
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dom.append(['department_id.branch_id','=',branch_id])
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elif department_id:
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dom.append(['department_id','=',department_id])
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if view_type=='invoice':
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field_names=['date','number','amount_due']
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for inv in get_model('account.invoice').search_read(dom,field_names):
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vals={}
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for field_name in field_names:
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vals[field_name]=inv[field_name],
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lines.append(vals)
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data={
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'lines': lines,
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'date_from': date_from,
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'date_to': date_to,
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'total_inv': len(lines),
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'view_type': view_type,
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}
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return data
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PaymentMatching.register()
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@ -1,4 +1,4 @@
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- location
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- staff
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- patient
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mathching payment:
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target
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get invoice all invoice
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can match any
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Binary file not shown.
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@ -0,0 +1,38 @@
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<!--
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<center>
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<h3>Payment Matching</h3>
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<h4>From {{date_from}} To {{date_to}}</h4>
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</center>
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-->
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<div class="row">
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<div class="col-sm-6">
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</div>
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<div class="col-sm-6">
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<h4>
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<span class="pull-right label label-default">TOTAL: {{total_inv}}</span>
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</h4>
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</div>
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</div>
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<table class="table table-hover">
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{{#ifeq view_type 'invoice'}}
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<thead>
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<th>Invoice Date</th>
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<th>Number</th>
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</thead>
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<tbody>
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{{#if lines}}
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{{#each lines}}
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<tr>
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<td>{{date}}</td>
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<td>{{number}}</td>
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</tr>
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{{/each}}
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{{else}}
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{{/if}}
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</tbody>
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<tfoot>
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</tfoot>
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{{else}}
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TODO
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{{/ifeq}}
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</table>
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