improve account report (claim/no claim)

netforce_clinic/layouts/clinic_report_cycle_item.xml

@@ -3,6 +3,7 @@
     <field name="date_from" onchange="onchange_datefrom" span="2"/>
     <field name="date_to" span="2"/>
     <field name="cycle_id" span="2"/>
+    <field name="ptype_id" span="2"/>
     <field name="branch_id" onchange="onchange_type" span="2"/>
     <field name="department_id" domain='[["branch_id","=",branch_id]]' span="2"/>
     <group span="6" columns="1">

netforce_clinic/layouts/clinic_user_form.xml

@@ -3,7 +3,9 @@
         <separator string="Clinic"/>
         <field name="department_profile_id"/>
         <field name="old_profile_id"/>
-        <field name="branch_id"/>
+        <field name="auto_load_dpt"/>
+        <!--<field name="branch_id"/>-->
+        <!--<field name="department_id"/>-->
         <field name="select_branch"/>
     </field>
 </inherit>

netforce_clinic/models/base_user.py

@@ -8,6 +8,10 @@ class User(Model):
         'branch_id': fields.Many2One("clinic.branch","Branch"),
         'old_profile_id': fields.Many2One('profile', "Old Profile"),
         'select_branch': fields.Boolean("Can Change Branch"),
+        'auto_load_dpt': fields.Boolean("Auto Load Branch & Department"),
     }
     
+    _defaults={
+        'auto_load_dpt': True,
+    }
 User.register()

netforce_clinic/models/hd_case.py

@@ -75,7 +75,6 @@ class HDCase(Model):
         user_id=get_active_user()
         set_active_user(1)
         reimbursable_ctx=context.get('reimbursable')
-        print('reimbursable_ctx ', reimbursable_ctx)
         for obj in self.browse(ids):
             dlz_use=0
             dlz_max=0
@@ -92,40 +91,43 @@ class HDCase(Model):
                 dlz_use+=dlz.use_time or 0
                 dlz_max+=dlz.max_use_time or 0
             dlz_name=','.join([dlz for dlz in dlz_name])
-            names=[]
+            epo_names=[]
+            mdc_names=[]
             fee=0
             lab=0
             misc=0
             dlz_price=0
-            #sign=1
+            mdc=0
-            #if obj.state=='waiting_payment':
-                #sign=-1
-            for dline in obj.dialyzers:
-                dlz=dline.dialyzer_id
-                prod=dlz.product_id
-                if prod:
-                    dlz_price+=prod.sale_price or 0
-
             for line in obj.lines:
                 amt=line.amount or 0
                 prod=line.product_id
                 categ=line.product_categ_id
                 if categ and prod:
-                #if categ and prod and line.reimbursable=='yes':
                     sign=1
                     if line.reimbursable=='yes':
                         sign=-1
+                    if categ.parent_id:
+                        if categ.parent_id.code=='MDC':
+                            name=prod.name or ""
+                            name=name.split("-")
+                            name=name[0].title()
+                            if reimbursable_ctx:
+                                if reimbursable_ctx==line.reimbursable:
+                                    mdc+=amt
+                                    mdc_names.append(name or "")
+                            else:
+                                mdc+=amt
+                                mdc_names.append(name or "")
                     if categ.code=='EPO':
                         name=prod.name or ""
                         name=name.split("-")
                         if name:
                             name=name[0].title()
-                        names.append(name)
+                        epo_names.append(name)
                     elif categ.code=='FEE':
                         fee+=amt*sign
                     elif categ.code=='DLZ':
-                        if prod:
+                        dlz_price+=amt
-                            dlz_price+=prod.sale_price or 0
                     elif categ.code=="LAB":
                         if reimbursable_ctx:
                             if reimbursable_ctx==line.reimbursable:
@@ -139,10 +141,12 @@ class HDCase(Model):
                         else:
                             misc+=amt
             res[obj.id]={
-                'epo': ','.join([n for n in names]),
+                'epo': ','.join([n for n in epo_names]),
                 'fee': fee,
                 'lab': lab,
                 'misc': misc,
+                'mdc': mdc,
+                'mdc_name': ','.join([n for n in mdc_names]),
                 'dlz_id': dlz_id,
                 'dlz_price': dlz_price,
                 'dlz_name': dlz_name,
@@ -196,7 +200,9 @@ class HDCase(Model):
         "dlz_price": fields.Float("DZ",function="_get_expense",function_multi=True),
         "dlz_use": fields.Float("DZ Use",function="_get_expense",function_multi=True),
         "dlz_max": fields.Float("DZ Max",function="_get_expense",function_multi=True),
-        "dlz_id": fields.Float("DZ ID",function="_get_expense",function_multi=True),
+        "dlz_id": fields.Integer("DZ ID",function="_get_expense",function_multi=True),
+        "mdc": fields.Float("MDC",function="_get_expense",function_multi=True),
+        "mdc_name": fields.Float("MDC Name",function="_get_expense",function_multi=True),
         'sickbed_id': fields.Many2One("clinic.sickbed",'Sickbed'),
         "ref": fields.Char("Ref",search=True),
         "time_start": fields.DateTime("Start Time",required=True),

netforce_clinic/models/report_account_hd_case_summary.py

@@ -83,7 +83,7 @@ class ReportAccountHDCaseSummary(Model):
             date_to=obj.date_to
             ptype_id=obj.ptype_id.id
             cycle_id=obj.cycle_id.id
-            reimbursable=obj.reimbursable
+            reimbursable=obj.reimbursable or ""
             product_id=obj.product_id.id
         dom=[
             ['hd_case_id.date','>=', date_from],
@@ -109,9 +109,6 @@ class ReportAccountHDCaseSummary(Model):
         for line in get_model("clinic.hd.case.line").search_browse(dom,context=context):
             hdcase=line.hd_case_id
             items={}
-            mdc_name=(hdcase.epo or "").split("-")
-            if mdc_name:
-                mdc_name=mdc_name[0].title()
             amt=line.amount or 0
             categ=line.product_categ_id
             code=(categ.code or "").lower()
@@ -121,13 +118,31 @@ class ReportAccountHDCaseSummary(Model):
                 'amount': amt,
             })
             pm_number=','.join([pm.number for pm in hdcase.payments if pm.number])
+            prods={
+                'yes': [],
+                'no': [],
+                '': [],
+            }
+            #get the right invoice
+            for line in hdcase.lines:
+                prod=line.product_id
+                reim=line.reimbursable
+                if prod:
+                    prods[reim].append(prod.id)
             inv_number=""
             inv_ref=""
             inv_id=None
             for inv in hdcase.invoices:
-                inv_number+=inv.number or ""
+                inv_prods=[]
-                inv_ref+=inv.ref or ""
+                for line in inv.lines:
-                inv_id=inv.id
+                    prod=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:
@@ -161,9 +176,10 @@ class ReportAccountHDCaseSummary(Model):
                 'pm_number': pm_number and pm_number or "-",
                 'inv_number': inv_number and inv_number or "-",
                 'inv_id': inv_id,
-                'mdc_name': mdc_name,
+                'mdc': hdcase.mdc,
+                'mdc_name': hdcase.mdc_name,
                 'dlz_name': hdcase.dlz_name,
-                'dlz_id': hdcase.dlz_id.id,
+                'dlz_id': hdcase.dlz_id and hdcase.dlz_id or 0,
                 'dlz_price': hdcase.dlz_price or 0,
                 'lab': hdcase.lab,
                 'misc': hdcase.misc,

netforce_clinic/models/report_cycle_item.py

@@ -16,6 +16,7 @@ class ReportCycleItem(Model):
         "date_from": fields.Date("From", required=True),
         "date_to": fields.Date("To", required=True),
         "cycle_id": fields.Many2One("clinic.cycle","Cycle"),
+        "ptype_id": fields.Many2One("clinic.patient.type","Patient Type"),
         'branch_id': fields.Many2One("clinic.branch","Branch"),
         'department_id': fields.Many2One("clinic.department","Department"),
     }
@@ -27,6 +28,7 @@ class ReportCycleItem(Model):
         date_from=defaults.get('date_from','%s-%s-01'%(year,month))
         date_to=defaults.get('date_to','%s-%s-01'%(year,month))
         branch_id=defaults.get('branch_id')
+        ptype_id=defaults.get('ptype_id')
         department_id=defaults.get('department_id')
         res=get_model('select.company').get_select()
         if res:
@@ -55,6 +57,7 @@ class ReportCycleItem(Model):
         date_to=defaults.get("date_to")
         branch_id=defaults.get("branch_id")
         department_id=defaults.get("department_id")
+        ptype_id=defaults.get("ptype_id")
         month=date_from.split("-")[1]
         cycle_id=None
         if ids:
@@ -65,6 +68,7 @@ class ReportCycleItem(Model):
             branch_id=obj.branch_id.id
             department_id=obj.department_id.id
             cycle_id=obj.cycle_id.id
+            ptype_id=obj.ptype_id.id
         # new patient of this month
         dom=[]
         dom.append(['date','>=',date_from])
@@ -88,6 +92,8 @@ class ReportCycleItem(Model):
             for hdcase in citem.hd_cases:
                 patient=hdcase.patient_id
                 ptype=patient.type_id
+                if ptype_id and ptype_id!=ptype.id:
+                    continue
                 doctor=hdcase.doctor_id
                 cycle=hdcase.cycle_id
                 dpt=hdcase.department_id
@@ -109,7 +115,9 @@ class ReportCycleItem(Model):
                    'dname': doctor.name or "",
                    'date': hdcase.date,
                    'epo': hdcase.epo,
-                   'fee': abs(hdcase.fee), #XXX
+                   'mdc': hdcase.mdc,
+                   'mdc_name': hdcase.mdc_name,
+                   'fee': abs(hdcase.fee),
                    'dlz_name': hdcase.dlz_name,
                    'dlz_use': dlz_use,
                    'dlz_id': hdcase.dlz_id,
@@ -138,8 +146,10 @@ class ReportCycleItem(Model):
         index=0
         old=[]
         total_fee=0
+        total_mdc=0
         for line in sorted(lines,key=lambda x:(x['date'],x['cseq'])):
             total_fee+=line.get("fee",0)
+            total_mdc+=line.get("mdc",0)
             cid=line['cid']
             if not cid in old:
                 old.append(cid)
@@ -160,6 +170,7 @@ class ReportCycleItem(Model):
             'date_from': date_from,
             'date_to': date_to,
             'total_fee': total_fee,
+            'total_mdc': total_mdc,
         }
         return data
 

netforce_clinic/models/select_company.py

@@ -172,6 +172,7 @@ class SelectCompany(Model):
                     'branch_id': branch.id,
                 })
         else:
+            print("xxx ")
             user.write({
                 'branch_id': None,
             })
@@ -215,25 +216,27 @@ class SelectCompany(Model):
         department_id=None
         branch_id=None
         user=get_model("base.user").browse(user_id)
+        auto_load_dpt=user.auto_load_dpt or False
         dpt=user.department_id
         res={
             'department_id': None,
             'branch_id': None,
         }
-        if not dpt:
+        if auto_load_dpt:
-            dpts=user.department_profile_id.departments
+            if not dpt:
-            if dpts:
+                dpts=user.department_profile_id.departments
-                res={
+                if dpts:
-                    'department_ids': [dpt.id for dpt in dpts],
+                    res.update({
-                    'branch_id': dpts[0].branch_id.id, #XXX
+                        'department_ids': [dpt.id for dpt in dpts],
-                }
+                        'branch_id': dpts[0].branch_id.id, #XXX
-        else:
+                    })
-            department_id=dpt.id
+            else:
-            branch_id=dpt.branch_id.id
+                department_id=dpt.id
-            res={
+                branch_id=dpt.branch_id.id
-                'department_id': department_id,
+                res.update({
-                'branch_id': branch_id,
+                    'department_id': department_id,
-            }
+                    'branch_id': branch_id,
+                })
         return res
 
 SelectCompany.register()

netforce_clinic/templates/report_account_hd_case_summary.hbs

@@ -83,9 +83,9 @@
                     <td>
                         {{view "link" string=inv_number action="cust_invoice" action_options="form_view_xml&cust_invoice_form&mode=form" active_id=inv_id}}
                     </td>
-                    <td>{{epo_name}}</td>
+                    <td>{{mdc_name}}</td>
                     <td>{{currency fee zero=""}}</td>
-                    <td>{{currency epo zero=""}}</td>
+                    <td>{{currency mdc zero=""}}</td>
                     <td>{{currency lab zero=""}}</td>
                     <td>{{currency misc zero=""}}</td>
                     <td>{{currency dlz_price zero=""}}</td>
@@ -110,13 +110,18 @@
                     <td style="width:20%">{{idcard}}</td>
                     <td>{{ptype}}</td>
                     <td>{{hct}}</td>
-                    <td>{{epo_name}}</td>
+                    <td>{{mdc_name}}</td>
                     <td>{{currency fee zero=""}}</td>
-                    <td>{{currency epo zero=""}}</td>
+                    <td>{{currency mdc zero=""}}</td>
                     <td>{{currency srv zero=""}}</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}}
+                        <td>
-                    </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}}
@@ -145,7 +150,7 @@
             <th></th>
             <th></th>
             <th>{{currency total_fee zero=""}}</th>
-            <th>{{currency total_epo zero=""}}</th>
+            <th>{{currency total_mdc zero=""}}</th>
             <th>{{currency total_lab zero=""}}</th>
             <th>{{currency total_misc zero=""}}</th>
             <th>{{currency total_dlz zero=""}}</th>
@@ -161,7 +166,7 @@
             <th></th>
             <th></th>
             <th>{{currency total_fee zero=""}}</th>
-            <th>{{currency total_epo zero=""}}</th>
+            <th>{{currency total_mdc zero=""}}</th>
             <th>{{currency total_srv zero=""}}</th>
             <th></th>
             <th></th>

netforce_clinic/templates/report_cycle_item.hbs

@@ -33,7 +33,7 @@
                     <td><a href="/ui#name=clinic_staff&active_id={{did}}&mode=form">{{dname}}</a></td>
                     <td><a href="/ui#name=clinic_patient_type&active_id={{tid}}&mode=form">{{tname}}</a></td>
                     <td style="text-align:right">{{fee}}</td>
-                    <td>{{epo}}</td>
+                    <td>{{mdc}}</td>
                     <td><a href="/ui#name=clinic_dialyzer&active_id={{dlz_id}}&mode=form">{{dlz_name}}</a></td>
                     <td>{{dlz_use}}</td>
                     <td><a href="/ui#name=clinic_cycle_item&active_id={{ctid}}&mode=form">View</a></td>