invoice payment

netforce_clinic/actions/clinic_invoice_payment.xml

@@ -7,6 +7,7 @@
         ["All",[]],
         ["Draft",[["state","=","draft"]]],
         ["Approved",[["state","=","approved"]]],
+        ["Waiting Approval",[["state","=","waiting_approve"]]],
         ["Completed",[["state","=","done"]]]
         ]</field>
 </action>  

netforce_clinic/layouts/clinic_invoice_payment_form.xml

@@ -9,7 +9,7 @@
     <field name="name" span="3"/>
     <tabs>
         <tab string="General">
-            <field name="lines" nolabel="1" count="0">
+            <field name="lines" nolabel="1" count="0" attrs='{"readonly":[["state","in",["waiting_approve","approved"]]]}'>
                 <list>
                     <field name="matching_id" domain='[["state","=","approved"]]' onchange="onchange_matching"/>
                     <field name="epo"/>
@@ -22,9 +22,13 @@
             </group>
             <group span="4" columns="1">
                 <field name="total"/>
+                <field name="total_srv"/>
+                <field name="total_epo"/>
+                <field name="total_fee"/>
             </group>
         </tab>
         <tab string="Approval">
+            <field name="user_id" readonly="1"/>
         </tab>
     </tabs>
     <foot>

netforce_clinic/layouts/clinic_invoice_payment_list.xml

@@ -1,4 +1,8 @@
-<list model="clinic.invoice.payment" colors='{"#cfc":[["state","=","approved"]],"#dbdbdb":[["state","=","cancelled"]]}'>
+<list model="clinic.invoice.payment" colors='{"#cfc":[["state","=","approved"]],"#f9e37d":[["state","=","in_progress"]],"#bcbbb9":[["state","=","cancelled"]],"#ACD1E9":[["state","=","waiting_approve"]],"#70DB93":[["state","=","done"]]}'>
     <field name="name"/>
+    <field name="total_srv"/>
+    <field name="total_epo"/>
+    <field name="total_fee"/>
+    <field name="total"/>
     <field name="state"/>
 </list>

netforce_clinic/layouts/clinic_matching_payment_form.xml

@@ -47,6 +47,6 @@
         </tab>
     </tabs>
     <foot>
-        <button string="Match" method="do_match" type="success" icon='ok'/>
+        <button string="Match" method="do_match" states="draft" type="success" icon='ok'/>
     </foot>
 </form>

netforce_clinic/layouts/clinic_matching_payment_list.xml

@@ -1,7 +1,11 @@
-<list model="clinic.matching.payment">
+<list model="clinic.matching.payment" colors='{"#cfc":[["state","=","approved"]],"#dbdbdb":[["state","=","cancelled"]]}'>
     <field name="name"/>
     <field name="patient_type_id"/>
     <field name="pcode"/>
-    <field name="hcode_id"/>
+    <!--<field name="hcode_id"/>-->
+    <field name="total"/>
+    <field name="total_match"/>
+    <field name="total_unmatch"/>
     <field name="user_id"/>
+    <field name="state"/>
 </list>

netforce_clinic/models/invoice_payment.py

@@ -2,7 +2,7 @@ import time
 
 from netforce.model import Model, fields, get_model
 from netforce.utils import get_data_path
-from netforce.access import get_active_company
+from netforce.access import get_active_company, get_active_user
 
 class InvoicePayment(Model):
     _name="clinic.invoice.payment"
@@ -12,14 +12,26 @@ class InvoicePayment(Model):
         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:
-                    total+=mline.fee or 0 
-                    total+=mline.srv or 0
-                    total+=mline.epo or 0
+                    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
 
@@ -27,8 +39,12 @@ class InvoicePayment(Model):
         '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),
-        'state': fields.Selection([['draft','Draft'],['waiting_approve','Waiting Approve'],['approved','Approved'],['done','Done']],'State'),
+        '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"),
     }
     
     _defaults={
@@ -36,7 +52,7 @@ class InvoicePayment(Model):
         'date': lambda *a: time.strftime("%Y-%m-%d"),
     }
 
-    def approve(self,ids,context={}):
+    def send_to_payment(self,ids,context={}):
         count=0
         for obj in self.browse(ids):
             res=obj.make_payment()
@@ -44,6 +60,13 @@ class InvoicePayment(Model):
         if res<=1:
             return res
 
+    def approve(self,ids,context={}):
+        for obj in self.browse(ids):
+            obj.write({
+                'state': 'approve',
+                'user_id': get_active_user(),
+            })
+
     def make_payment(self,ids,context={}):
         obj=self.browse(ids)[0]
         lines=[]
@@ -113,7 +136,7 @@ class InvoicePayment(Model):
                 'state': 'draft',
             })
     
-    def sumbit(self,ids,context={}):
+    def submit(self,ids,context={}):
         obj=self.browse(ids)[0]
         obj.write({
             'state': 'waiting_approve',

netforce_clinic/models/matching_payment.py

@@ -156,6 +156,8 @@ class MatchingPayment(Model):
             elif invoice.ref:
                 pname=invoice.ref or ''
                 pname=pname.replace(" ","") # remove space
+                for pt in get_model("clinic.patient").search_browse([['name_check','=',pname]]):
+                    hn=pt.hn_no or ""
             else:
                 pass
             fee,epo,srv=0, 0, 0
@@ -409,7 +411,7 @@ class MatchingPayment(Model):
                     'hn': record['hn'], 
                     'pid': record['pid'], 
                     'name': record['name'], 
-                    'fee': record['fee_amt'], 
+                    'fee': record['fee'], 
                     'invoice_id': record['invoice_id'],
                     'state': state,
                 }
@@ -491,4 +493,5 @@ class MatchingPayment(Model):
                 'state': 'draft',
             })
     
+
 MatchingPayment.register()

netforce_clinic/todo.txt

@@ -1,5 +1,8 @@
 todo:
-    convbal -> not yet (wait yui)
+
+
+    convbal -> not yet (wait yui) -> ok but have to update memo
+
     post 10,000 invoices per one time  -> ask david
     patient & staff
         - split name -> not yet