report receipt summary

netforce_clinic/actions/clinic_report_receipt_summary.xml

@@ -0,0 +1,9 @@
+<action>                                                                                                         
+    <field name="string">Receipt Summary</field>
+    <field name="view_cls">report</field>                                                                        
+    <field name="model">clinic.report.receipt.summary</field>
+    <field name="report_template">report_receipt_summary</field>                                                      
+    <field name="report_template_xls">report_receipt_summary</field>                                                         
+    <field name="export_pdf">1</field>
+    <field name="menu">clinic_menu</field>                                                                  
+</action>  

netforce_clinic/layouts/clinic_menu.xml

@@ -47,6 +47,8 @@
         <item string="HD Case Summary" action="clinic_report_hd_case_summary"/>
         <item string="HD Case Expense" action="clinic_report_claim"/>
         <item string="RD Shop Expense" action="clinic_report_shop"/>
+        <divider/>
+        <item string="Receipt Summary" action="clinic_report_receipt_summary"/>
     </item>
     <item string="Settings" perm="clinic_settings">
         <item string="Clinic Settings" action="clinic_setting"/>

netforce_clinic/layouts/clinic_report_receipt_summary.xml

@@ -0,0 +1,7 @@
+<form model="clinic.report.receipt.summary">
+    <field name="date" span="2" mode="month" onchange="onchange_date"/>
+    <field name="date_from" span="2"/>
+    <field name="date_to" span="2"/>
+    <field name="branch_id" onchange="onchange_branch" span="2"/>
+    <field name="department_id" domain='[["branch_id","=",branch_id]]' span="2"/>
+</form>

netforce_clinic/models/__init__.py

@@ -146,3 +146,4 @@ from . import document
 from . import payment_matching
 from . import create_invoice_payment
 from . import report_stock_card
+from . import report_receipt_summary

netforce_clinic/models/report_account_hd_case_summary.py

@@ -36,14 +36,12 @@ class ReportAccountHDCaseSummary(Model):
         reimbursable=defaults.get('reimbursable',"yes")
 
         branch_id=defaults.get('branch_id',None)
-        print('defaults ', defaults)
         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()
-        print('select_dpt ', select_dpt)
         if select_dpt:
             if not branch_id:
                 branch_id=select_dpt['branch_id']

netforce_clinic/models/report_receipt_summary.py

@@ -0,0 +1,175 @@
+import time
+from calendar import monthrange
+
+from netforce.model import Model, fields, get_model
+from netforce.access import get_active_company
+
+class ReportReceiptSummary(Model):
+    _name='clinic.report.receipt.summary'
+    _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"),
+    }
+
+    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)
+        
+        ########### find branch
+        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,
+        }
+        return res
+
+    def get_report_data(self,ids,context={}):
+        company_id=get_active_company()
+        company=get_model("company").browse(company_id)
+        
+        ################ default values ###############
+        defaults=self.default_get(context=context)
+        date=defaults.get('date',time.strftime("%Y-%m-%d"))
+        year=int(date[0:4])
+        crr_month=int(date[5:7])
+        weekday, crr_total_day=monthrange(year, crr_month)
+        date_from=defaults.get('date_from',date)
+        date_to=defaults.get('date_to',date)
+        branch_id=defaults.get("branch_id",None)
+        department_id=defaults.get("department_id",None)
+        
+        ################# when click run report #############
+        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
+
+        #################### condition to get shop rd ########
+        dom=[
+            ['date', '>=', date_from],
+            ['date', '<=', date_to],
+        ]
+        if branch_id:
+            dom.append(['branch_id','=',branch_id])
+            branch=get_model("clinic.branch").browse(branch_id)
+        if department_id:
+            dom.append(['department_id','=',department_id])
+            department=get_model("clinic.department").browse(department_id)
+
+        lines=[]
+        total_amount=0
+        ############### from HD Case ###################
+        for hdcase in get_model('clinic.hd.case').search_browse(dom):
+            patient=hdcase.patient_id
+            line_vals={
+                'patient_name': patient.name,
+                'patient_id': patient.id,
+                'is_rd_shop': False,
+                'id': hdcase.id,
+            }
+            for payment in hdcase.payments:
+                items=[]
+                for line in payment.lines:
+                    items.append(line.description)
+                list_item='\n'.join([item for item in items if item])
+                line_vals.update({
+                    'payment_id': payment.id,
+                    'date': payment.date,
+                    'number': payment.number,
+                    'ref': payment.ref,
+                    'list_item': list_item,
+                    'amount_total': payment.amount_total,
+                    'date_send': '', # ??
+                })
+                total_amount+=payment.amount_total
+                lines.append(line_vals)
+
+        ############### from RD Shop ###################
+        for shop in get_model('clinic.shop').search_browse(dom):
+            patient=shop.patient_id
+            items=[]
+            for line in shop.lines:
+                prod=line.product_id
+                if prod:
+                    items.append(prod.name)
+                else:
+                    items.append(line.description)
+            list_item='\n'.join([item for item in items if item])
+            line_vals={
+                'is_rd_shop': True,
+                'patient_name': patient.name,
+                'patient_id': patient.id,
+                'date': shop.date,
+                'number': shop.number,
+                'id': shop.id,
+                'ref': shop.ref,
+                'list_item': list_item,
+                'amount_total': shop.sub_total,
+                'date_send': '', # ??
+            }
+            total_amount+=shop.sub_total
+            lines.append(line_vals)
+
+        data={
+            'title': 'Receipt Summary',
+            'date_from': date_from,
+            'date_to': date_to,
+            'parent_company_name': company.parent_id and company.parent_id.name or "",
+            'company_name': company.name,
+            'branch_name': branch.name,
+            'department_name': department.name,
+            'lines': sorted(lines, key=lambda line: line['date']),
+            'total_amount': total_amount,
+        }
+        return data
+
+    def onchange_branch(self,context={}):
+        data=context['data']
+        data['department_id']=None
+        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_datefrom(self,context={}):
+        data=context['data']
+        data['date_to']=data['date_from']
+        return data
+
+ReportReceiptSummary.register()

netforce_clinic/templates/report_receipt_summary.hbs

@@ -0,0 +1,60 @@
+<center>
+    <h2>
+        {{title}}
+    </h2>
+    <h3>
+        {{parent_company_name}}&nbsp;{{company_name}}<br/>
+    </h3>
+    <h4>
+        From {{date_from}} To {{date_to}}
+    </h4>
+</center>
+
+<table class="table table-hover">
+    <thead>
+        <th>วันที่ใบเสร็จ</th>
+        <th>ผู้ป่วย</th>
+        <th>เลขที่ใบเสร็จ</th>
+        <th></th>
+        <th>อ้างอิง #</th>
+        <th>รายการ</th>
+        <th style="text-align:right">จำนวนเงิน</th>
+        <th>วันที่นำฝาก</th>
+    </thead>
+    <tbody>
+        {{#each lines}}
+            <tr>
+                <td>{{date}}</td>
+                <td>{{patient_name}}</td>
+                <td>
+                    {{#if is_rd_shop}}
+                        {{view "link" string=number action="clinic_shop" action_options="mode=form" active_id=id}}
+                    {{else}}
+                        {{view "link" string=number action="clinic_hd_case" action_options="mode=form" active_id=id}}
+                    {{/if}}
+                </td>
+                <td>
+                    {{#if is_rd_shop}}
+                        <button class="btn btn-sm btn-default" 
+                            onclick="location.href='report?name=clinic_receipt_print&convert=pdf&refer_id={{../id}}'">
+                            <i class="glyphicon glyphicon-print"></i> Print</button>
+                    {{else}}
+                        <button class="btn btn-sm btn-default" 
+                            onclick="location.href='report?payment_id={{../payment_id}}&convert=pdf&refer_id={{../id}}&name=report_clinic_payment_form'">
+                            <i class="glyphicon glyphicon-print"></i> Print</button>
+                    {{/if}}
+                </td>
+                <td>{{ref}}</td>
+                <td>{{list_item}}</td>
+                <td style="text-align:right">{{currency amount_total}}</td>
+                <td>{{date_send}}</td>
+            </tr>
+        {{/each}}
+    </tbody>
+    <tfoot>
+        <th colspan="5"></th>
+        <th>ทั้งหมด</th>
+        <th style="text-align:right">{{currency total_amount}}</th>
+        <th></th>
+    </tfoot>
+</table>