Report Account HD Case Detail of P Aone

report_acc_hdcase_summary
watcha.h 2016-08-18 14:34:47 +07:00
parent b80fd669e4
commit 98d65f770b
8 changed files with 524 additions and 1 deletions

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<action>
<field name="string">Report Account HD Case Detail</field>
<field name="view_cls">report</field>
<field name="model">clinic.report.account.hd.case.detail</field>
<field name="report_template">report_account_hd_case_detail</field>
<field name="report_template_xls">report_account_hd_case_detail</field>
<field name="menu">account_menu</field>
</action>

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@ -1,5 +1,5 @@
<action> <action>
<field name="string">HD Case Expense</field> <field name="string">Report Account HD Case Summary</field>
<field name="view_cls">report</field> <field name="view_cls">report</field>
<field name="model">clinic.report.account.hd.case.summary</field> <field name="model">clinic.report.account.hd.case.summary</field>
<field name="report_template">report_account_hd_case_summary</field> <field name="report_template">report_account_hd_case_summary</field>

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@ -4,6 +4,7 @@
<item string="Account Product" action="clinic_setting_account_product"/> <item string="Account Product" action="clinic_setting_account_product"/>
<item string="Account Patient" action="clinic_setting_account_patient"/> <item string="Account Patient" action="clinic_setting_account_patient"/>
<item string="HD Case Expense" action="clinic_report_account_hd_case_summary"/> <item string="HD Case Expense" action="clinic_report_account_hd_case_summary"/>
<item string="HD Case Expense(2)" action="clinic_report_account_hd_case_detail"/>
<item string="RD Shop Expense" action="clinic_report_account_shop"/> <item string="RD Shop Expense" action="clinic_report_account_shop"/>
<item string="Payment Matching" action="clinic_matching_payment"/> <item string="Payment Matching" action="clinic_matching_payment"/>
<item string="Payment Invoices" action="clinic_invoice_payment"/> <item string="Payment Invoices" action="clinic_invoice_payment"/>

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<form model="clinic.report.account.hd.case.detail">
<field name="date" span="2" mode="month" onchange="onchange_date"/>
<field name="date_from" onchange="onchange_datefrom" span="2"/>
<field name="date_to" span="2"/>
<field name="branch_id" onchange="onchange_branch" span="3"/>
<field name="department_id" domain='[["branch_id","=",branch_id]]' span="3"/>
<field name="ptype_id" span="2"/>
<field name="walkin" span="2"/>
<field name="cycle_id" span="2"/>
<field name="product_id" span="2"/>
<field name="reimbursable" span="2"/>
<field name="pay_type" attrs='{"invisible":[["reimbursable","=","yes"]]}' span="2"/>
</form>

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@ -68,6 +68,7 @@ from . import report_visit
from . import report_cycle_item from . import report_cycle_item
from . import report_hd_case_summary from . import report_hd_case_summary
from . import report_account_hd_case_summary from . import report_account_hd_case_summary
from . import report_account_hd_case_detail
from . import report_hd_case_detail from . import report_hd_case_detail
from . import report_medical_summary from . import report_medical_summary
from . import report_medical_detail from . import report_medical_detail

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import time
from calendar import monthrange
from netforce.model import Model, fields, get_model
from netforce.access import get_active_company
class ReportAccountHDCaseDetail(Model):
_name="clinic.report.account.hd.case.detail"
_string="Report Account HD Case Detail"
_transient=True
_fields={
"date": fields.Date("Month", required=True),
"date_from": fields.Date("From", required=True),
"date_to": fields.Date("To", required=True),
'branch_id': fields.Many2One("clinic.branch","Branch"),
'department_id': fields.Many2One("clinic.department","Departments"),
'ptype_id': fields.Many2One("clinic.patient.type","Patient Type"),
'reimbursable': fields.Selection([['yes','Yes'],['no','No']],'Claim'),
'walkin': fields.Selection([['yes','Yes'],['no','No']],'Walkin'),
'cycle_id': fields.Many2One("clinic.cycle","Cycle"),
'pay_type': fields.Selection([['cash','Cash'],['credit','Credit']],'Pay Type'),
'product_id': fields.Many2One("product","Product"),
}
def default_get(self,field_names=None,context={},**kw):
defaults=context.get("defaults",{})
date=defaults.get('date',time.strftime("%Y-%m-%d"))
year,month=time.strftime("%Y-%m").split("-")
weekday, total_day=monthrange(int(year), int(month))
date_from=defaults.get('date_from','%s-%s-01'%(year,month))
date_to=defaults.get('date_to',"%s-%s-%s"%(year,month,total_day))
date_from=defaults.get('date',date)
date_to=defaults.get('date',date)
product_id=defaults.get('product_id')
reimbursable=defaults.get('reimbursable',"yes")
branch_id=defaults.get('branch_id',None)
if branch_id:
branch_id=int(branch_id)
department_id=defaults.get('department_id',None)
if department_id:
department_id=int(department_id)
select_dpt=get_model('select.company').get_select()
if select_dpt:
if not branch_id:
branch_id=select_dpt['branch_id']
if not department_id:
if select_dpt.get('department_ids'):
department_id=select_dpt['department_ids'][0]
else:
department_id=select_dpt['department_id']
res={
'date': date,
'date_from': date_from,
'date_to': date_to,
'branch_id': branch_id,
'department_id': department_id,
'reimbursable': reimbursable,
'product_id': product_id,
}
return res
def get_report_data(self,ids,context={}):
company_id=get_active_company()
company=get_model("company").browse(company_id)
defaults=self.default_get(context=context)
date_from=defaults.get("date_from")
date_to=defaults.get("date_to")
date=defaults.get("date")
branch_id=defaults.get("branch_id")
department_id=defaults.get("department_id")
reimbursable=defaults.get('reimbursable','yes')
product_id=defaults.get('product_id')
walkin=defaults.get('walkin')
ptype_id=None
cycle_id=None
pay_type=''
if ids:
obj=self.browse(ids)[0]
branch_id=obj.branch_id.id
department_id=obj.department_id.id
date=obj.date
date_from=obj.date_from
date_to=obj.date_to
ptype_id=obj.ptype_id.id
cycle_id=obj.cycle_id.id
reimbursable=obj.reimbursable or ""
product_id=obj.product_id.id
pay_type=obj.pay_type
walkin=obj.walkin
dom=[
['hd_case_id.date','>=', date_from],
['hd_case_id.date','<=', date_to],
['hd_case_id.state','in',['completed','waiting_payment','paid']],
]
if walkin:
dom.append(['hd_case_id.patient_id.walkin','=',walkin])
if ptype_id:
dom.append(['hd_case_id.patient_type_id','=',ptype_id])
if branch_id:
dom.append(['hd_case_id.branch_id','=',branch_id])
if department_id:
dom.append(['hd_case_id.department_id','=',department_id])
if cycle_id:
dom.append(['hd_case_id.cycle_id','=',cycle_id])
if reimbursable:
dom.append(['reimbursable','=',reimbursable])
if product_id:
dom.append(['product_id','=',product_id])
records={}
cycles={}
context['reimbursable']=reimbursable
categ_prods=[]
for cat_prod in get_model("product.categ").search_read([],['code']):
code=(cat_prod['code'] or "").lower()
categ_prods.append(code)
for line in get_model("clinic.hd.case.line").search_browse(dom,context=context):
hdcase=line.hd_case_id
pm_numbers=[]
pm_id=None
for pm in hdcase.payments:
if pm.number:
pm_numbers.append(pm.number)
pm_id=pm.id #XXX
pm_number=','.join([pnum for pnum in pm_numbers])
prods={
'yes': [],
'no': [],
'': [],
}
#get the right invoice
for hline in hdcase.lines:
prod=hline.product_id
reim=hline.reimbursable
if prod:
prods[reim].append(prod.id)
inv_number=""
inv_ref=""
inv_id=None
for inv in hdcase.invoices:
inv_prods=[]
for inv_line in inv.lines:
prod=inv_line.product_id
if prod:
if prod.id in prods[reimbursable]:
inv_prods.append(prod.id)
if prods[reimbursable]==inv_prods:
inv_number+=inv.number or ""
inv_ref+=inv.ref or ""
inv_id=inv.id
pick_ref=""
pick_id=None
for pick in hdcase.pickings:
pick_ref=pick.number or ""
pick_id=pick.id
patient=hdcase.patient_id
ptype=hdcase.patient_type_id
cycle=hdcase.cycle_id
cycle_item=hdcase.cycle_item_id
if cycle.id not in cycles.keys():
cycles[cycle.id]=[]
for cline in cycle_item.lines:
nurse=cline.nurse_id
cycles[cycle.id].append(nurse.name)
vals={
'hdcase_id': hdcase.id,
'number': hdcase.number or "",
'date': hdcase.date,
'hct': hdcase.hct or 0,
'epo_name': hdcase.epo or "",
'ptype': ptype.name or "",
'ptype_color': ptype.color or "default",
'dname': hdcase.doctor_id.name or "",
'cycle': cycle.name or "",
'cid': cycle.id,
'pname': patient.name,
'hn': patient.hn_no,
'idcard': patient.card_no or "",
'cseq': cycle.sequence or 0,
'cycle_item_id': cycle_item.id,
'pm_number': pm_number and pm_number or "",
'pm_id': pm_id,
'inv_number': inv_number and inv_number or "",
'inv_id': inv_id,
'mdc_name': hdcase.mdc_name,
'dlz_name': hdcase.dlz_name,
'dlz_id': hdcase.dlz_id and hdcase.dlz_id or 0,
'inv_ref': inv_ref and inv_ref or "",
'pick_ref': pick_ref and pick_ref or "",
'pick_id': pick_id,
}
# merge 1 line of number
hdcase_id=vals['hdcase_id']
if not records.get(hdcase_id):
for categ_prod in categ_prods:
vals[categ_prod]=0
vals['misc']=0
records[hdcase_id]=vals
amt=line.amount or 0
categ=line.product_categ_id
if categ:
code=(categ.code or "").lower()
if code:
code=code.replace("epo","mdc") #XXX
records[hdcase_id][code]+=amt
else:
if categ.parent_id:
code=categ.parent_id.code or ''
if code:
code=code.lower()
records[hdcase_id][code]+=amt
else:
records[hdcase_id]['misc']+=amt
else:
records[hdcase_id]['misc']+=amt
#print('merge product categ of ivr, fine and dlz to misc')
records[hdcase_id]['misc']+=records[hdcase_id]['ivr']
records[hdcase_id]['misc']+=records[hdcase_id]['fine']
records[hdcase_id]['misc']+=records[hdcase_id]['dlz']
lines=[]
# nurse would like to see only receipt
del_invoice=False
del_receipt=False
if pay_type and reimbursable=='no' and pay_type=='cash':
del_invoice=True
elif pay_type and reimbursable=='no' and pay_type=='credit':
del_receipt=True
for hdcase_id, vals in records.items():
if del_invoice and vals['inv_number']:
continue
elif del_receipt and vals['pm_number']:
continue
lines.append(vals)
company_name=company.name or ""
if department_id:
company_name+=' (%s)'%get_model('clinic.department').browse(department_id).name or ""
elif branch_id:
company_name+=' (%s)'%get_model('clinic.branch').browse(branch_id).name or ""
total_fee=0
total_srv=0
total_epo=0
total_lab=0
total_dlz=0
total_misc=0
total_mdc=0
slines=[]
no=1
ptypes={}
index=0
old=[]
for line in sorted(lines, key=lambda x: (x['date'],x['cseq'])):
ptype=line['ptype'] or ""
if ptype not in ptypes.keys():
ptypes[ptype]={
'qty': 0,
'color': line['ptype_color'] or "default",
}
ptypes[ptype]['qty']+=1
total_fee+=line.get('fee',0)
total_srv+=line.get('srv',0)
total_epo+=line.get('epo',0)
total_mdc+=line.get('mdc',0)
total_lab+=line.get('lab',0)
total_misc+=line.get('misc',0)
total_dlz+=line.get('dlz_price',0)
line['no']=no
cid=line['cid']
if not cid in old:
old.append(cid)
index=0
else:
index+=1
if not line.get('is_shop'):
cres=cycles[cid]
line['nurse']=''
if index < len(cres):
line['nurse']=cres[index]
slines.append(line)
no+=1
types=[]
total_qty=0
for name, vals in ptypes.items():
qty=vals['qty'] or 0
total_qty+=qty
color=vals['color'] or "default"
types.append({
'name': name,
'qty': qty,
'color': color,
})
data={
'company_name': company_name,
'branch_id': branch_id,
'department_id': department_id,
'date': date,
'date_from': date_from,
'date_to': date_to,
'lines': slines,
'total_fee': total_fee,
'total_srv': total_srv,
'total_epo': total_epo,
'total_mdc': total_mdc,
'total_lab': total_lab,
'total_misc': total_misc,
'total_dlz': total_dlz,
'total_qty': total_qty,
'types': types,
'reimbursable': reimbursable,
'is_reim': reimbursable=='yes' and True or False,
'ptype_id': ptype_id,
}
if not reimbursable:
data['title']=''
elif reimbursable=='yes':
data['title']='Report - Claim'
else:
data['title']='Report - No Claim'
data['title']='' #XXX
return data
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_branch(self,context={}):
data=context['data']
data['department_id']=None
return data
def onchange_datefrom(self,context={}):
data=context['data']
data['date_to']=data['date_from']
return data
ReportAccountHDCaseDetail.register()

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<center>
<h2>
{{title}}
</h2>
<h3>
{{company_name}}<br/>
</h3>
<h4>
From {{date_from}} To {{date_to}}
</h4>
</center>
<table class="table">
<thead class="scroll-header">
<tr>
{{#ifeq reimbursable "no"}}
<th colspan="16" style="text-align:center">
{{else}}
<th colspan="14" style="text-align:center">
{{/ifeq}}
{{#if ptype_id}}
<span >Total: {{total_qty}}</span>
{{else}}
{{#each types}}
<span>{{name}}: {{qty}}</span>
{{/each}}
<span>Total: {{total_qty}}</span>
{{/if}}
</th>
</tr>
<tr>
{{#ifeq reimbursable "no"}}
<th>Cycle#</th>
<th>HD Case#</th>
<th>Name</th>
<th>สิทธิ์</th>
<th>Receipt#</th>
<th>Invoice#</th>
<th>ชื่อยา</th>
<th style="text-align:right">ค่าฟอก</th>
<th style="text-align:right">ค่ายา</th>
<th style="text-align:right">Lab</th>
<th style="text-align:right">Misc.</th>
<th style="text-align:right">Dlz</th>
<th>Ref.Inv#</th>
<th>Picking#</th>
{{else}}
<th>Cycle#</th>
<th>HD Case#</th>
<th>Name</th>
<th>สิทธิ์</th>
<th>ชื่อยา</th>
<th style="text-align:right">ค่าฟอก</th>
<th style="text-align:right">ค่ายา</th>
<th style="text-align:right">ค่าบริการฉีดยา</th>
<th>Inv#</th>
<th>Picking#</th>
{{/ifeq}}
</tr>
</thead>
<tbody>
{{#each lines}}
<tr>
{{#ifeq ../reimbursable "no"}}
<td style="width:6%">{{cycle}}</td>
<td style="width:15%">
{{view "link" string=number action="clinic_hd_case" action_options="mode=form" active_id=hdcase_id}}
</td>
<td style="width:20%">{{pname}}</td>
<td>{{ptype}}</td>
<td>
{{#if pm_id}}
{{view "link" string=pm_number action="payment" action_options="mode=form" active_id=pm_id}}
{{/if}}
</td>
<td>
{{#if inv_id}}
{{view "link" string=inv_number action="cust_invoice" action_options="form_view_xml&cust_invoice_form&mode=form" active_id=inv_id}}
{{/if}}
</td>
<td>{{epo_name}}</td>
<td style="text-align:right">{{currency fee zero=""}}</td>
<td style="text-align:right">{{currency mdc zero=""}}</td>
<td style="text-align:right">{{currency lab zero=""}}</td>
<td style="text-align:right">{{currency misc zero=""}}</td>
<td style="text-align:right">{{currency dlz_price zero=""}}</td>
<td>
{{#if inv_id}}
{{view "link" string=inv_ref action="cust_invoice" action_options="form_view_xml&cust_invoice_form&mode=form" active_id=inv_id}}
{{/if}}
</td>
<td>
{{#if pick_id}}
{{view "link" string=pick_ref action="pick_out" action_options="mode=form" active_id=pick_id}}
{{/if}}
</td>
{{else}}
<td style="width:6%">{{cycle}}</td>
<td style="width:15%">
{{view "link" string=number action="clinic_hd_case" action_options="mode=form" active_id=hdcase_id}}
</td>
<td style="width:20%">{{pname}}</td>
<td>{{ptype}}</td>
<td>{{epo_name}}</td>
<td style="text-align:right">{{currency fee zero=""}}</td>
<td style="text-align:right">{{currency mdc zero=""}}</td>
<td style="text-align:right">{{currency srv zero=""}}</td>
{{#if inv_id}}
<td>
{{view "link" string=inv_number action="cust_invoice" action_options="form_view_xml&cust_invoice_form&mode=form" active_id=inv_id}}
</td>
{{else}}
<td>
</td>
{{/if}}
<td>
{{#if pick_id}}
{{view "link" string=pick_ref action="pick_out" action_options="mode=form" active_id=pick_id}}
{{else}}
-
{{/if}}
</td>
{{/ifeq}}
</tr>
{{/each}}
</tbody>
<tfoot>
{{#ifeq reimbursable "no"}}
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
<th style="text-align:right">{{currency total_fee zero=""}}</th>
<th style="text-align:right">{{currency total_mdc zero=""}}</th>
<th style="text-align:right">{{currency total_lab zero=""}}</th>
<th style="text-align:right">{{currency total_misc zero=""}}</th>
<th style="text-align:right">{{currency total_dlz zero=""}}</th>
<th></th>
{{else}}
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
<th style="text-align:right">{{currency total_fee zero=""}}</th>
<th style="text-align:right">{{currency total_mdc zero=""}}</th>
<th style="text-align:right">{{currency total_srv zero=""}}</th>
<th></th>
<th></th>
{{/ifeq}}
</tfoot>
</table>