improve conversion balance

netforce_clinic/migrations/__init__.py

@@ -1,7 +1,3 @@
 from . import clinic_setting
-#from . import update_account_tracking
+#from . import conv_bal
-#from . import print_labor_cost
+from . import repost_invoice
-#from . import hdcase
-from . import conv_bal
-#from . import remove_conv_bal
-#from . import update_labor_cost_line

netforce_clinic/migrations/conv_bal.py

@@ -9,9 +9,13 @@ class Migration(migration.Migration):
     def migrate(self):
         set_active_user(1)
         set_active_company(1)
+        #for mv in get_model("account.move").search_browse([['number','ilike', 'OPEN']]):
+            #mv.to_draft()
+            #mv.delete()
         cbv_id=24
         cbv=get_model("conv.bal").browse(cbv_id)
         cbv.write({
+            'date_fmt': '%Y-%m-%d',
             'file': 'tb.csv',
         })
         print("import acc file (step 1) running ...")
@@ -19,6 +23,7 @@ class Migration(migration.Migration):
         get_model("conv.bal").import_acc([cbv.id],context={})
         
         cbv.write({
+            'date_fmt': '%d/%m/%Y',
             'file': 'ar.csv',
         })
         print("import sale file (step 2)running ...")
@@ -37,7 +42,7 @@ class Migration(migration.Migration):
             'date_fmt': '%Y-%m-%d',
         })
 
-        # next 3
+        print(">> next 3")
         print("create_open_entry...")
         cbv.create_open_entry()
         print("create_sale_invoices...")

netforce_clinic/migrations/repost_invoice.py

@@ -0,0 +1,26 @@
+from netforce.model import get_model
+from netforce import migration
+from netforce.access import set_active_user, set_active_company
+
+class Migration(migration.Migration):
+    _name="clinic.repos.invoice"
+    _version="2.10.0"
+    
+    def migrate(self):
+        set_active_user(1)
+        set_active_company(1)
+        for hdcase in get_model('clinic.hd.case').search_browse([]):
+            for inv in hdcase.invoices:
+                if inv.state=='waiting_payment':
+                    print('repost ---> ', inv.number)
+                    inv.to_draft()
+                    inv.post()
+        print("Done!")
+        for shop in get_model('clinic.shop').search_browse([]):
+            for inv in shop.invoices:
+                print('repost ---> ', inv.number)
+                inv.to_draft()
+                inv.post()
+        return True
+
+Migration.register()

netforce_clinic/models/__init__.py

@@ -141,3 +141,4 @@ from . import report_cycle_setting
 from . import print_labor_cost
 from . import print_labor_cost_line
 from . import conv_bal
+from . import conv_sale_invoice

netforce_clinic/models/account_invoice.py

@@ -249,6 +249,7 @@ class AccountInvoice(Model):
                     desc=line['description']
                     ar_debit_id=None
                     #ar_credit_id=None
+                    # search from patient_type
                     for prod_id in get_model('product').search([['name','=',desc]]):
                         for ptype_id in get_model("clinic.patient.type").search([['contact_id','=',partner.id]]):
                             acc=prod_acc(prod_id,ptype_id,'credit')
@@ -256,8 +257,17 @@ class AccountInvoice(Model):
                             ar_debit_id=acc.get("ar_debit_id")
                         if ar_debit_id:
                             break
+
+                    # search from patient
                     if not ar_debit_id:
-                        raise Exception("Missing AR Debit Account for product %s"%(desc))
+                        for pt in get_model('clinic.patient').search_browse([['partner_id','=',partner.id]]):
+                            acc=prod_acc(prod_id,pt.type_id.id,'credit')
+                            ar_debit_id=acc.get("ar_debit_id")
+                            if ar_debit_id:
+                                break
+                    if not ar_debit_id:
+                        import pdb; pdb.set_trace()
+                        raise Exception("Missing AR Debit Account for product %s"%(desc), partner.id, partner.name)
                     line_vals={
                         "description": desc,
                         "account_id": ar_debit_id,

netforce_clinic/models/conv_bal.py

@@ -27,10 +27,12 @@ class ConvBal(Model):
                 "reconcile_move_line_id": inv.move_line_id.id,
                 "currency_id": inv.account_id.currency_id.id,
                 "currency_rate": inv.amount_due/inv.amount_cur if inv.amount_cur else None,
+                "department_id": inv.department_id.id,
             }
             line_vals={
                 "description": desc,
                 "amount": abs(inv.amount_cur or inv.amount_due),
+                "track_id": inv.track_id.id,
             }
             vals["lines"].append(("create",line_vals))
             res=get_model("account.invoice").search([["number","=",inv.number]])
@@ -66,11 +68,26 @@ class ConvBal(Model):
             row+="," #XXX append blank column for Amount Cur
             line=dict(zip(headers,row))
             #print("line",line)
+            track_id=None
+            department_id=None
+            department_name=line.get("Department")
+            if department_name:
+                for dpt in get_model("clinic.department").search_browse([['name','=',department_name]]):
+                    department_id=dpt.id
+                    track_id=dpt.branch_id.track_id.id
             if not line.get("Number"):
                 continue
             number=line["Number"].strip()
             if not number:
                 continue
+
+            ##XXX remove invoice
+            #for inv in get_model('account.invoice').search_browse([['number','=', number]]):
+                #print('number --> ', number)
+                #inv.to_draft()
+                #inv.delete()
+            #continue
+
             ref=line["Reference"].strip()
             contact_name=line["Contact"].strip()
             res=get_model("partner").search([["name","=",contact_name]])
@@ -100,7 +117,6 @@ class ConvBal(Model):
                         raise Exception("Account code not found: %s"%acc_code)
                     acc_id=res[0]
                     amount_due=amts[count]
-                    print(acc_code, acc_id, amount_due)
                     vals={
                         "conv_id": obj.id,
                         "number": number,
@@ -111,10 +127,11 @@ class ConvBal(Model):
                         "amount_due": amount_due,
                         "account_id": acc_id,
                         "amount_cur": amount_due, #XXX
+                        'track_id': track_id,
+                        'department_id': department_id,
                     }
                     get_model("conv.sale.invoice").create(vals)
                     count+=1
-                print("*"*80)
             elif len(amts) >= 1 and len(acc_codes)<=1:
                 acc_code=acc_codes[0].strip()
                 res=get_model("account.account").search([["code","=",acc_code]])
@@ -133,6 +150,8 @@ class ConvBal(Model):
                         "amount_due": amount_due,
                         "account_id": acc_id,
                         "amount_cur": amount_due, #XXX
+                        'track_id': track_id,
+                        'department_id': department_id,
                     }
                     get_model("conv.sale.invoice").create(vals)
             else:
@@ -150,6 +169,8 @@ class ConvBal(Model):
                     "amount_due": amount_due,
                     "account_id": acc_id,
                     "amount_cur": amount_cur,
+                    'track_id': track_id,
+                    'department_id': department_id,
                 }
                 get_model("conv.sale.invoice").create(vals)
         return {

netforce_clinic/models/conv_sale_invoice.py

@@ -0,0 +1,12 @@
+from netforce.model import Model, fields
+
+class ConvSaleInvoice(Model):
+    _inherit="conv.sale.invoice"
+    _transient=True
+    _fields={
+        "department_id": fields.Many2One("clinic.department","Department"),
+        "track_id": fields.Many2One("account.track.categ","Track1"),
+    }
+        
+
+ConvSaleInvoice.register()