add payment

netforce_clinic/models/__init__.py

@@ -114,7 +114,7 @@ from . import make_apt_line
 from . import matching_payment
 from . import matching_payment_line
 from . import matching_payment_popup
-from . import invoice_payment
+from . import clinic_invoice_payment
 from . import invoice_payment_line
 from . import matching_hdcase
 from . import matching_hdcase_line
@@ -143,3 +143,4 @@ from . import print_labor_cost_line
 from . import conv_bal
 from . import conv_sale_invoice
 from . import account_move_line
+from . import invoice_payment

netforce_clinic/models/account_move_line.py

@@ -1,7 +1,29 @@
-from netforce.model import Model
+from netforce.model import Model, get_model
 
 class AccountMoveLine(Model):
     _inherit="account.move.line"
 
+    def reconcile(self,ids,context={}):
+        print("MoveLine.reconcile",ids)
+        rec_id=get_model("account.reconcile").create({})
+        all_ids=ids[:]
+        for line in self.browse(ids):
+            rec=line.reconcile_id
+            if not rec:
+                continue
+            for rline in rec.lines:
+                all_ids.append(rline.id)
+        all_ids=list(set(all_ids))
+        acc_id=None
+        # skip to check account
+        hdcase_reconcile=context.get("hdcase_reconcile")
+        if not hdcase_reconcile:
+            for obj in self.browse(all_ids):
+                if not acc_id:
+                    acc_id=obj.account_id.id
+                else:
+                    if obj.account_id.id!=acc_id:
+                        raise Exception("Can only reconcile transactions of same account")
+        self.write(all_ids,{"reconcile_id":rec_id})
 
 AccountMoveLine.register()

netforce_clinic/models/account_payment.py

@@ -222,7 +222,6 @@ class AccountPayment(Model):
                     else:
                         inv_line_id=None
                     if inv_line_id:
-                        #customize
                         reconcile_ids.append([pay_line_id,inv_line_id])
                     for invline in inv.lines:
                         tax=invline.tax_id
@@ -492,17 +491,17 @@ class AccountPayment(Model):
             get_model("account.move.line").create(line_vals)
         get_model("account.move").post([move_id])
         obj.write({"move_id":move_id,"state":"posted"})
-        #Cutomize
         for rec_lines in reconcile_ids:
-            get_model("account.move.line").reconcile(rec_lines)
+            get_model("account.move.line").reconcile(rec_lines,context=context)
         obj.create_prepay_invoice()
 
     def post(self,ids,context={}):
         obj=self.browse(ids)[0]
         res=None
-        if obj.hdcase_reconcile:
+        hdcase_reconcile=context.get('hdcase_reconcile')
-            obj.clinic_post()
+        if hdcase_reconcile and obj.pay_type=="invoice":
-        if obj.rd_cust:
+            obj.clinic_post(context=context)
+        elif obj.rd_cust:
             res={}
             print("RD Customize")
             desc="Recieved %s"%obj.partner_id.name

netforce_clinic/models/clinic_invoice_payment.py

@@ -0,0 +1,196 @@
+import time
+
+from netforce.model import Model, fields, get_model
+from netforce.utils import get_data_path
+from netforce.access import get_active_company, get_active_user
+
+class InvoicePayment(Model):
+    _name="clinic.invoice.payment"
+    _string="Payment Invoice"
+
+    def _get_all(self,ids,context={}):
+        res={}
+        for obj in self.browse(ids):
+            total=0
+            total_fee=0
+            total_srv=0
+            total_epo=0
+            for line in obj.lines:
+                matching=line.matching_id
+                for mline in matching.lines:
+                    if mline.state!='match':
+                        continue
+                    fee=mline.fee or 0 
+                    total+=fee
+                    total_fee+=fee
+                    srv=mline.srv or 0
+                    total+=srv
+                    total_srv+=srv
+                    epo=mline.epo or 0
+                    total+=epo
+                    total_epo+=epo
+            res[obj.id]={
+                'total': total,
+                'total_epo': total_epo,
+                'total_fee': total_fee,
+                'total_srv': total_srv,
+            }
+        return res
+
+    _fields={
+        'name': fields.Char("Name",required=True),
+        'lines': fields.One2Many("clinic.invoice.payment.line","invoice_payment_id", "Lines"),
+        'total': fields.Float("Total",function="_get_all",function_multi=True),
+        'total_fee': fields.Float("FEE",function="_get_all",function_multi=True),
+        'total_epo': fields.Float("EPO",function="_get_all",function_multi=True),
+        'total_srv': fields.Float("Service",function="_get_all",function_multi=True),
+        'state': fields.Selection([['draft','Draft'],['waiting_approve','Waiting Approval'],['approved','Approved'],['done','Done']],'State'),
+        'date': fields.Date("Date"),
+        'user_id': fields.Many2One("base.user","Approver"),
+        'partner_id': fields.Many2One("partner","Contact"),
+        'payment_id': fields.Many2One("account.payment","Payment"),
+    }
+    
+    _defaults={
+        'state': 'draft',
+        'date': lambda *a: time.strftime("%Y-%m-%d"),
+    }
+
+    def send_to_payment(self,ids,context={}):
+        count=0
+        for obj in self.browse(ids):
+            res=obj.make_payment()
+            count+=1
+            obj.write({
+                'state': 'done',
+            })
+        # support list view
+        if count<=1:
+            return res
+
+    def approve(self,ids,context={}):
+        for obj in self.browse(ids):
+            obj.write({
+                'state': 'approved',
+                'user_id': get_active_user(),
+            })
+
+    def make_payment(self,ids,context={}):
+        obj=self.browse(ids)[0]
+        invoice_lines=[]
+        for line in obj.lines:
+            for mline in line.matching_id.lines:
+                invoice=mline.invoice_id
+                state=mline.state
+                if invoice and state=='match':
+                    vals={
+                        'invoice_id': invoice.id,
+                        'amount': invoice.amount_due or 0,
+                    }
+                    invoice_lines.append(('create', vals))
+        if not invoice_lines:
+            raise Exception("Nothing to approve")
+        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]
+        partner=obj.partner_id
+        company_id=get_active_company()
+        datenow=obj.date or time.strftime("%Y-%m-%d")
+        memo='Payment; %s'%(partner.name)
+        vals={
+            "partner_id": partner.id,
+            "company_id": company_id,
+            "type": "in",
+            "pay_type": "invoice",
+            'date': datenow,
+            "account_id": st.import_account_id.id,
+            'invoice_lines': invoice_lines,
+            'rd_cust': True, #XXX
+            'memo': memo,
+        }
+        payment_id=get_model("account.payment").create(vals,context={"type":"in"})
+        obj.write({
+            'payment_id': payment_id,
+        })
+        return {
+            'next': {
+                'name': 'payment',
+                'mode': 'form',
+                'active_id': payment_id,
+            },
+            'flash': 'Create Payment successfully',
+        }
+            
+
+    def update_amount(self,context={}):
+        data=context['data']
+        data['total']=0
+        for line in data['lines']:
+            data['total']+=line['amount'] or 0
+        return data
+
+    def onchange_matching(self,context={}):
+        data=context['data']
+        path=context['path']
+        line=get_data_path(data,path,parent=True)
+        matching_id=line['matching_id']
+        matching=get_model('clinic.matching.payment').browse(matching_id) 
+        line['srv']=matching['total_srv'] or 0
+        line['epo']=matching['total_epo'] or 0
+        line['fee']=matching['total_fee'] or 0
+        line['amount']=line['fee']+line['epo']+line['srv']
+        data=self.update_amount(context=context)
+        return data
+    
+    def to_draft(self,ids,context={}):
+        for obj in self.browse(ids):
+            obj.write({
+                'state': 'draft',
+            })
+    
+    def submit(self,ids,context={}):
+        obj=self.browse(ids)[0]
+        obj.write({
+            'state': 'waiting_approve',
+        })
+    
+    def post(self,ids,context={}):
+        obj=self.browse(ids)[0]
+        obj.write({
+            'state': 'done',
+        })
+        print("Post")
+        return {
+            'next': {
+                'name': 'clinic_invoice_payment',
+                'mode': 'form',
+                'active_id': obj.id,
+            },
+            'flash': 'Posted.An message will send to you after finish',
+        }
+    
+    def post_invoice(self,ids,context={}):
+        print("post_invoice")
+    
+    def reject(self,ids,context={}):
+        # send msg to user
+        for obj in self.browse(ids):
+            obj.write({
+                'state': 'draft',
+            })
+
+    def view_payment(self,ids,context={}):
+        obj=self.browse(ids)[0]
+        payment_id=None
+        if obj.payment_id:
+            payment_id=obj.payment_id.id
+        return {
+            'next': {
+                'name': 'payment',
+                'mode': 'form',
+                'active_id': payment_id,
+            },
+        }
+
+InvoicePayment.register()

netforce_clinic/models/hd_case.py

@@ -169,7 +169,7 @@ class HDCase(Model):
         set_active_user(user_id)
         return res
 
-    def _get_req_fee(self,ids,context={}):
+    def _get_req_button(self,ids,context={}):
         res={}
         for obj in self.browse(ids):
             total_amt=0
@@ -186,7 +186,12 @@ class HDCase(Model):
             paid=0
             if due_amt>0:
                 paid=1
-            res[obj.id]=paid
+            res[obj.id]={
+                'to_pay': 0,
+                'to_claim': 0,
+                'req_fee': paid,
+            }
+        print("res ", res)
         return res
 
     def _get_hct_msg(self,ids,context={}):
@@ -272,7 +277,9 @@ class HDCase(Model):
         'nu': fields.Char("N/U"),
         "invoice_policy": fields.Selection([("fee","Only Fee"),("fee_mdc","Fee & Medicine")],"Government pay for:"),
         "invoice_option": fields.Selection([("fee_mdc_plus","Combine Fee & Medicine"),("fee_mdc_split","Split Fee & Medicine")],"Invoice:"),
-        'req_fee': fields.Integer("Request Expense",function="_get_req_fee"),
+        'req_fee': fields.Integer("Request Expense",function="_get_req_button",function_multi=True,store=True),
+        'to_pay': fields.Integer("Request Expense",function="_get_req_button",function_multi=True,store=True),
+        'to_claim': fields.Integer("Request Expense",function="_get_req_button",function_multi=True,store=True),
         'hd_case_id': fields.Many2One("clinic.hd.case","HD",function="_get_all",function_multi=True), # XXX
         'company_id': fields.Many2One("company","Company"),
         'branch_id': fields.Many2One("clinic.branch","Branch"),
@@ -704,7 +711,7 @@ class HDCase(Model):
                 "inv_type": "invoice",
                 "tax_type": "tax_in",
                 'due_date': due_date,
-                "ref": obj.number,
+                "ref": '%s (%s)'%(patient.name or '',patient.number or ''),
                 "related_id": "clinic.hd.case,%s"%obj.id,
                 "currency_id": currency_id,
                 "company_id": company_id,

netforce_clinic/models/invoice_payment.py

@@ -1,196 +1,41 @@
-import time
+from netforce.model import Model, get_model
-
-from netforce.model import Model, fields, get_model
-from netforce.utils import get_data_path
-from netforce.access import get_active_company, get_active_user
 
 class InvoicePayment(Model):
-    _name="clinic.invoice.payment"
+    _inherit="invoice.payment"
-    _string="Payment Invoice"
 
-    def _get_all(self,ids,context={}):
+    def add_payment(self,ids,context={}):
-        res={}
-        for obj in self.browse(ids):
-            total=0
-            total_fee=0
-            total_srv=0
-            total_epo=0
-            for line in obj.lines:
-                matching=line.matching_id
-                for mline in matching.lines:
-                    if mline.state!='match':
-                        continue
-                    fee=mline.fee or 0 
-                    total+=fee
-                    total_fee+=fee
-                    srv=mline.srv or 0
-                    total+=srv
-                    total_srv+=srv
-                    epo=mline.epo or 0
-                    total+=epo
-                    total_epo+=epo
-            res[obj.id]={
-                'total': total,
-                'total_epo': total_epo,
-                'total_fee': total_fee,
-                'total_srv': total_srv,
-            }
-        return res
-
-    _fields={
-        'name': fields.Char("Name",required=True),
-        'lines': fields.One2Many("clinic.invoice.payment.line","invoice_payment_id", "Lines"),
-        'total': fields.Float("Total",function="_get_all",function_multi=True),
-        'total_fee': fields.Float("FEE",function="_get_all",function_multi=True),
-        'total_epo': fields.Float("EPO",function="_get_all",function_multi=True),
-        'total_srv': fields.Float("Service",function="_get_all",function_multi=True),
-        'state': fields.Selection([['draft','Draft'],['waiting_approve','Waiting Approval'],['approved','Approved'],['done','Done']],'State'),
-        'date': fields.Date("Date"),
-        'user_id': fields.Many2One("base.user","Approver"),
-        'partner_id': fields.Many2One("partner","Contact"),
-        'payment_id': fields.Many2One("account.payment","Payment"),
-    }
-    
-    _defaults={
-        'state': 'draft',
-        'date': lambda *a: time.strftime("%Y-%m-%d"),
-    }
-
-    def send_to_payment(self,ids,context={}):
-        count=0
-        for obj in self.browse(ids):
-            res=obj.make_payment()
-            count+=1
-            obj.write({
-                'state': 'done',
-            })
-        # support list view
-        if count<=1:
-            return res
-
-    def approve(self,ids,context={}):
-        for obj in self.browse(ids):
-            obj.write({
-                'state': 'approved',
-                'user_id': get_active_user(),
-            })
-
-    def make_payment(self,ids,context={}):
         obj=self.browse(ids)[0]
-        invoice_lines=[]
+        inv=obj.invoice_id
-        for line in obj.lines:
+        if inv.inv_type not in ("invoice","debit"):
-            for mline in line.matching_id.lines:
+            raise Exception("Wrong invoice type")
-                invoice=mline.invoice_id
+        if obj.amount>inv.amount_due:
-                state=mline.state
+            raise Exception("Amount paid exceeds due amount")
-                if invoice and state=='match':
         vals={
-                        'invoice_id': invoice.id,
+            "type": inv.type=="out" and "in" or "out",
-                        'amount': invoice.amount_due or 0,
-                    }
-                    invoice_lines.append(('create', vals))
-        if not invoice_lines:
-            raise Exception("Nothing to approve")
-        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]
-        partner=obj.partner_id
-        company_id=get_active_company()
-        datenow=obj.date or time.strftime("%Y-%m-%d")
-        memo='Payment; %s'%(partner.name)
-        vals={
-            "partner_id": partner.id,
-            "company_id": company_id,
-            "type": "in",
             "pay_type": "invoice",
-            'date': datenow,
+            "partner_id": inv.partner_id.id,
-            "account_id": st.import_account_id.id,
+            "date": obj.date,
-            'invoice_lines': invoice_lines,
+            "ref": obj.ref,
-            'rd_cust': True, #XXX
+            "account_id": obj.account_id.id,
-            'memo': memo,
+            "currency_id": inv.currency_id.id,
+            "lines": [("create",{
+                "type": "invoice",
+                "invoice_id": inv.id,
+                "account_id": inv.account_id.id,
+                "amount": obj.amount,
+            })],
         }
-        payment_id=get_model("account.payment").create(vals,context={"type":"in"})
+        pmt_id=get_model("account.payment").create(vals,context={"type":vals["type"]})
-        obj.write({
+        # to check when before payment post
-            'payment_id': payment_id,
+        ctx={
-        })
+            'hdcase_reconcile':inv.hdcase_reconcile,
-        return {
-            'next': {
-                'name': 'payment',
-                'mode': 'form',
-                'active_id': payment_id,
-            },
-            'flash': 'Create Payment successfully',
         }
-            
+        get_model("account.payment").post([pmt_id],context=ctx)
-
-    def update_amount(self,context={}):
-        data=context['data']
-        data['total']=0
-        for line in data['lines']:
-            data['total']+=line['amount'] or 0
-        return data
-
-    def onchange_matching(self,context={}):
-        data=context['data']
-        path=context['path']
-        line=get_data_path(data,path,parent=True)
-        matching_id=line['matching_id']
-        matching=get_model('clinic.matching.payment').browse(matching_id) 
-        line['srv']=matching['total_srv'] or 0
-        line['epo']=matching['total_epo'] or 0
-        line['fee']=matching['total_fee'] or 0
-        line['amount']=line['fee']+line['epo']+line['srv']
-        data=self.update_amount(context=context)
-        return data
-    
-    def to_draft(self,ids,context={}):
-        for obj in self.browse(ids):
-            obj.write({
-                'state': 'draft',
-            })
-    
-    def submit(self,ids,context={}):
-        obj=self.browse(ids)[0]
-        obj.write({
-            'state': 'waiting_approve',
-        })
-    
-    def post(self,ids,context={}):
-        obj=self.browse(ids)[0]
-        obj.write({
-            'state': 'done',
-        })
-        print("Post")
         return {
-            'next': {
+            "next": {
-                'name': 'clinic_invoice_payment',
+                "name": "view_invoice",
-                'mode': 'form',
+                "active_id": inv.id,
-                'active_id': obj.id,
-            },
-            'flash': 'Posted.An message will send to you after finish',
             }
-    
-    def post_invoice(self,ids,context={}):
-        print("post_invoice")
-    
-    def reject(self,ids,context={}):
-        # send msg to user
-        for obj in self.browse(ids):
-            obj.write({
-                'state': 'draft',
-            })
-
-    def view_payment(self,ids,context={}):
-        obj=self.browse(ids)[0]
-        payment_id=None
-        if obj.payment_id:
-            payment_id=obj.payment_id.id
-        return {
-            'next': {
-                'name': 'payment',
-                'mode': 'form',
-                'active_id': payment_id,
-            },
         }
 
 InvoicePayment.register()