matchin payment for SSO

netforce_clinic/layouts/clinic_payment_matching.xml

@@ -10,9 +10,12 @@
         <field name="department_id" domain='[["branch_id","=",branch_id]]' span="2"/>
     </group>
     <separator string="Document Mathing"/>
-    <field name="file_id" span="2"/>
     <field name="view_type" span="2"/>
-    <field name="patient_type_id" onchange="onchange_ptype" span="2"/>
+    <button string="Copy Invoice To Payment" icon="arrow-right"/>
-    <field name="pcode" span="2"/>
+    <group form_layout="stacked" attrs='{"invisible":[["view_type","=","invoice"]]}'>
+        <field name="file_id" span="2"/>
+        <field name="patient_type_id" onchange="onchange_ptype" span="2" attrs='{"required":[["view_type","=","matching"]]}'/>
+        <field name="pcode" span="2" attrs='{"required":[["view_type","=","matching"]]}'/>
         <field name="hcode_id" span="2" attrs='{"required":[["pcode","=","SSO"]],"invisible":[["pcode","!=","SSO"]]}'/>
+    </group>
 </form>

netforce_clinic/models/account_invoice.py

@@ -4,10 +4,22 @@ from netforce.model import Model, fields, get_model
 
 class AccountInvoice(Model):
     _inherit="account.invoice"
+    
+    def _get_patient(self,ids,context={}):
+        res={}
+        for obj in self.browse(ids):
+            pt_id=None
+            if obj.patient_partner_id:
+                for pt in get_model('clinic.patient').search_browse([['partner_id','=',obj.patient_partner_id.id]]):
+                    pt_id=pt.id 
+            res[obj.id]=pt_id
+        return res
+
     _fields={
         'clinic_expense_id': fields.Many2One("clinic.hd.case.expense","Expense"),
         'department_id': fields.Many2One("clinic.department","Department",search=True),
-        'patient_partner_id': fields.Many2One("partner","Patient",search=True),
+        'patient_partner_id': fields.Many2One("partner","Partner Patient",search=True),
+        'patient_id': fields.Many2One("clinic.patient","Patient",function="_get_patient", store=True,search=True),
     }
 
     def _get_number(self,context={}):
@@ -280,4 +292,5 @@ class AccountInvoice(Model):
         t1=time.time()
         dt=(t1-t0)*1000
         print("invoice.post <<< %d ms"%dt)
+
 AccountInvoice.register()

netforce_clinic/models/payment_matching.py

@@ -22,7 +22,7 @@ class PaymentMatching(Model):
         'department_id': fields.Many2One("clinic.department","Department"),
         'branch_id': fields.Many2One("clinic.branch","Branch"),
         "inv_state": fields.Selection([("draft","Draft"),("waiting_approval","Waiting Approval"),("waiting_payment","Waiting Payment"),("paid","Paid"),("voided","Voided")],"Status"),
-        "view_type": fields.Selection([("invoice","Invoice"),("file","File")],"View Type"),
+        "view_type": fields.Selection([("invoice","Invoice"),("matching","Matching")],"View Type"),
         'patient_type_id': fields.Many2One("clinic.patient.type","Patient Type",required=True),
         'pcode': fields.Char("Code",required=True),
         'hcode_id': fields.Many2One("clinic.hospital","HCode"),
@@ -129,6 +129,14 @@ class PaymentMatching(Model):
             inv_state=obj.inv_state
             view_type=obj.view_type
         lines=[]
+        invoices=[]
+        total_match_invoice=0
+        total_epo=0
+        total_srv=0
+        total_fee=0
+        total_amount=0
+        def get_invoices():
+            invoices=[]
             dom=[
                 ['date','>=',date_from],
                 ['date','<=',date_to],
@@ -138,18 +146,89 @@ class PaymentMatching(Model):
                 dom.append(['department_id.branch_id','=',branch_id])
             elif department_id:
                 dom.append(['department_id','=',department_id])
-        if view_type=='invoice':            
+                field_names=['date','number','amount_due','patient_id']
-            field_names=['date','number','amount_due']
             for inv in get_model('account.invoice').search_read(dom,field_names):
-                vals={}
+                vals={
+                    'id': inv['id'],
+                    'patient_id': None,
+                    'patient_name': '',
+                    'patient_hn': '',
+                }
                 for field_name in field_names:
-                    vals[field_name]=inv[field_name],
+                    if field_name=='patient_id' and inv['patient_id']:
-                lines.append(vals)
+                        patient=get_model('clinic.patient').browse(inv['patient_id'][0])
+                        vals['patient_id']=patient.id
+                        vals['patient_name']=patient.name
+                        vals['patient_nospace_name']=patient.name_check
+                        vals['patient_cid']=patient.card_no
+                        vals['patient_hn']=patient.hn
+                    else:
+                        vals[field_name]=inv[field_name]
+                    vals[field_name]=inv[field_name]
+                    invoices.append(vals)
+            return invoices
+        if view_type=='invoice':
+                lines=get_invoices()
+        else:
+            if obj:
+                invoices=get_invoices()
+                rlines=obj.get_line()
+                no=1
+                for rline in rlines:
+                    date_treatment=rline.get("dttran")
+                    date=date_treatment[0:10]
+                    time=date_treatment[11:]
+                    if not time:
+                        continue
+                    epo=rline.get('epoadm29') or 0
+                    fee=rline.get('amount23') or 0
+                    srv=rline.get('allow37') or 0
+                    name=rline.get("name14")
+                    name_nospace=name.replace(" ","")
+                    pid=rline.get('pid')
+                    hn=rline.get('hn')
+                    hn=''.join([x for x in hn if x.isdigit()])
+                    total_fee+=fee
+                    total_epo+=epo
+                    total_srv+=srv
+                    amount=fee+epo+srv
+                    total_amount+=amount
+                    line_vals={
+                        'no': no,
+                        'date':date,
+                        'patient_name': name,
+                        'pid': pid,
+                        'hn': hn,
+                        'fee': fee,
+                        'srv': srv,
+                        'epo': epo,
+                        'amount': amount,
+                    }
+                    for item_amt in ['fee','srv','epo']:
+                        for inv in invoices:
+                            if inv['patient_id']:
+                                # check card no first then HN finally patient name
+                                if pid==inv['patient_cid'] or hn==inv['patient_hn'] or name_nospace==inv['patient_nospace_name']:
+                                    inv_amt=inv['amount_due']
+                                    inv_date=inv['date']
+                                    if inv_date==date and inv_amt==line_vals[item_amt]:
+                                        line_vals['inv_%s'%(item_amt)]=inv['number']
+                                        line_vals['inv_%s_id'%(item_amt)]=inv['id']
+                                        total_match_invoice+=1
+                                        break
+                    lines.append(line_vals)
+                    no+=1
         data={
             'lines': lines,
             'date_from': date_from,
             'date_to': date_to,
-            'total_inv': len(lines),
+            'total_qty': len(lines),
+            'total_fee': total_fee,
+            'total_epo': total_epo,
+            'total_srv': total_srv,
+            'total_match_invoice': total_match_invoice,
+            'total_invoice': len(invoices),
+            'total_amount': total_amount,
             'view_type': view_type,
         }
         return data

netforce_clinic/templates/payment_matching.hbs

@@ -1,21 +1,20 @@
-<!--
+<div class="row" style="margin-top:10px;">
-<center>
+    <table class="table table-bordered">
-    <h3>Payment Matching</h3>
+        <thead>
-    <h4>From {{date_from}} To {{date_to}}</h4>
+            <th style="text-align:center">Total Invoice</th>
-</center>
+            <th style="text-align:center">Match</th>
--->
+        </thead>
-<div class="row">
+        <tbody>
-    <div class="col-sm-6">
+            <tr>
-    </div>
+                <td style="text-align:center">{{currency total_invoice}}</td>
-    <div class="col-sm-6">
+                <td style="text-align:center">{{currency total_match_invoice}}</td>
-        <h4>
+            </tr>
-            <span class="pull-right label label-default">TOTAL: {{currency total_inv}}</span>
+        </tbody>
-        </h4>
+    </table>
-    </div>
 </div>
 <table class="table table-hover">
     {{#ifeq view_type 'invoice'}}
-        <thead>
+        <thead class="scroll-header">
             <th>Invoice Date</th>
             <th>Number</th>
         </thead>
@@ -33,6 +32,78 @@
         <tfoot>
         </tfoot>
     {{else}}
-        TODO
+        <thead class="scroll-header">
+            <th>No.</th>
+            <th>Date</th>
+            <th>PID</th>
+            <th>HN</th>
+            <th>Patient</th>
+            <th style="text-align:right">Fee</th>
+            <th>Inv Fee</th>
+            <th style="text-align:right">EPO</th>
+            <th>Inv EPO</th>
+            <th style="text-align:right">Service</th>
+            <th>Inv Service</th>
+            <th style="text-align:right">Amount</th>
+        </thead>
+        <tbody>
+            {{#if lines}}
+                {{#each lines}}
+                    <tr>
+                        <td>{{no}}</td>
+                        <td style="width:8%">{{date}}</td>
+                        <td>{{pid}}</td>
+                        <td>{{hn}}</td>
+                        <td>{{patient_name}}</td>
+                        <td style="text-align:right">{{currency fee}}</td>
+                        <td>
+                            <a style="text-decoration:None" href="ui#form_view_xml=cust_invoice_form&active_id={{inv_fee_id}}&name=cust_invoice&mode=form" target="_blank">
+                                {{#if inv_fee_id}}
+                                    <span class="label label-info">
+                                        {{inv_fee}}
+                                    </span>
+                                {{/if}}
+                            </a>
+                        </td>
+                        <td style="text-align:right">{{currency epo}}</td>
+                        <td>
+                            <a style="text-decoration:None" href="ui#form_view_xml=cust_invoice_form&active_id={{inv_epo_id}}&name=cust_invoice&mode=form" target="_blank">
+                                {{#if inv_epo_id}}
+                                    <span class="label label-info">
+                                        {{inv_epo}}
+                                    </span>
+                                {{/if}}
+                            </a>
+                        </td>
+                        <td style="text-align:right">{{currency srv}}</td>
+                        <td>
+                            <a href="ui#form_view_xml=cust_invoice_form&active_id={{inv_srv_id}}&name=cust_invoice&mode=form" target="_blank">
+                                {{#if inv_srv_id}}
+                                    <span class="label label-info">
+                                        {{inv_srv}}
+                                    </span>
+                                {{/if}}
+                            </a>
+                        </td>
+                        <td style="text-align:right">{{currency amount}}</td>
+                    </tr>
+                {{/each}}
+            {{else}}
+            {{/if}}
+        </tbody>
+            <th></th>
+            <th></th>
+            <th></th>
+            <th></th>
+            <th></th>
+            <th style="text-align:right;">{{currency total_fee}}</th>
+            <th></th>
+            <th style="text-align:right;">{{currency total_epo}}</th>
+            <th></th>
+            <th style="text-align:right">{{currency total_srv}}</th>
+            <th></th>
+            <th style="text-align:right">{{currency total_amount}}</th>
+        <tfoot>
+        </tfoot>
     {{/ifeq}}
 </table>