613 lines
22 KiB
Python
613 lines
22 KiB
Python
import time
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from calendar import monthrange
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from netforce.model import Model, fields, get_model
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from netforce.utils import get_file_path, get_data_path
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from netforce.access import get_active_company, get_active_user
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from . import utils
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class MatchingPayment(Model):
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_name="clinic.matching.payment"
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_string="Payment Matching"
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def _get_store(self,ids,context={}):
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res={}
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for obj in self.browse(ids):
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partner=obj.patient_type_id.contact_id
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res[obj.id]={
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'partner_id': partner.id,
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}
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return res
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def _get_all(self,ids,context={}):
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res={}
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for obj in self.browse(ids):
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total_match=0
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total_fee=0
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total_srv=0
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total_epo=0
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otype=obj.type or "all"
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lines=obj.lines
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if otype=='match':
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lines=obj.match_lines
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elif otype=='unmatch':
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lines=obj.unmatch_lines
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for line in lines:
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total_fee+=line.fee or 0
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total_srv+=line.srv or 0
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total_epo+=line.epo or 0
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state=line.state or ''
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if state=='match':
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total_match+=1
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res[obj.id]={
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'total': len(lines),
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'total_match': total_match,
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'total_unmatch': len(lines)-total_match,
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'total_fee': total_fee,
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'total_srv': total_srv,
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'total_epo': total_epo,
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}
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return res
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_fields={
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'name': fields.Char("Name"),
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"date": fields.Date("Month"),
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"date_from": fields.Date("From", required=True),
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"date_to": fields.Date("To", required=True),
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'file': fields.File("File"),
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'patient_type_id': fields.Many2One("clinic.patient.type","Patient Type",required=True),
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'partner_id': fields.Many2One("partner","Contact", function="_get_store", function_multi=True, store=True),
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'pcode': fields.Char("Code",required=True),
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'hcode_id': fields.Many2One("clinic.hospital","HCode"),
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'lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines"),
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'match_lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines",domain=[['state','=','match']]),
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'unmatch_lines': fields.One2Many("clinic.matching.payment.line","match_id", "Lines",domain=[['state','=','unmatch']]),
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'note': fields.Text("Note"),
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'total': fields.Integer("Total",function="_get_all",function_multi=True),
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'total_match': fields.Integer("Match",function="_get_all",function_multi=True),
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'total_unmatch': fields.Integer("Unmatch",function="_get_all",function_multi=True),
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'total_fee': fields.Float("FEE",function="_get_all",function_multi=True),
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'total_srv': fields.Float("Service",function="_get_all",function_multi=True),
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'total_epo': fields.Float("EPO",function="_get_all",function_multi=True),
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'state': fields.Selection([['draft','Draft'],['approved','Approved']],'State'),
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'type': fields.Selection([['all','All'],['match','Match'],['unmatch','Not Match']],'Type'),
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'user_id': fields.Many2One("base.user","Approver"),
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}
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def _get_ptype(self,context={}):
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tids=get_model('clinic.patient.type').search([['default','=',True]])
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tid=None
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if tids:
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tid=tids[0]
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return tid
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def _get_pcode(self,context={}):
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types=get_model('clinic.patient.type').search_browse([['default','=',True]])
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if types:
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return types[0].code
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def _get_date_from(self,context={}):
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year,month=time.strftime("%Y-%m").split("-")
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return '%s-%s-01'%(year,month)
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def _get_date_to(self,context={}):
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year,month,day=time.strftime("%Y-%m-%d").split("-")
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weekday, total_day=monthrange(int(year), int(month))
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return "%s-%s-%s"%(year,month,total_day)
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def _get_name(self,ids,context={}):
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return time.strftime("%Y/%m")
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_defaults={
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'date': lambda *a: time.strftime("%Y-%m-%d"),
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'name': _get_name,
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'date_from': _get_date_from,
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'date_to': _get_date_to,
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'patient_type_id': _get_ptype,
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'pcode': _get_pcode,
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'state': 'draft',
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'user_id': lambda *a: get_active_user(),
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'type': 'all',
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}
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_order="date desc"
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def get_line(self,ids,context={}):
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obj=self.browse(ids)[0]
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if not obj.file:
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raise Exception("File not found!")
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fname=obj.file
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if obj.pcode=='SSO':
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hcode=obj.hcode_id.code or ""
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if not hcode:
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raise Exception("Wrong HCode")
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try:
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n,sf=fname.split(".")
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except Exception as e:
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print("ERROR: wrong file ", e)
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if sf not in ('xls','xlsx'):
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raise Exception("File should be xls or xlsx")
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fpath=get_file_path(fname)
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lines=utils.read_excel(fpath,show_datetime=True)
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elif obj.pcode=='UC':
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fpath=get_file_path(fname)
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node='HDBills'
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lines=utils.read_xml(fpath,node=node)
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hcode=fname.split("_")[0]
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else:
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raise Exception("Type %s is not support"%obj.pcode or "")
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if not lines:
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raise Exception("No data to match")
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return lines
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def match(self,ids,context={}):
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obj=self.browse(ids)[0]
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lines=obj.get_line()
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print("len.lines ", len(lines))
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patient_type=obj.patient_type_id
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if not patient_type:
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raise Exception("not found patient type")
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contact=patient_type.contact_id
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if not contact:
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raise Exception("contact not found")
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st=get_model("clinic.setting").browse(1)
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st_pt=st.get_patient_hn()
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patient_hn=st_pt['hns']
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patient_names=st_pt['names']
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matches1={}
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matches2={}
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matches3={}
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matches_uc={}
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dom=[]
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dom.append(['date',">=",obj.date_from])
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dom.append(['date',"<=",obj.date_to])
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dom.append(['partner_id',"=",contact.id])
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dom.append(['state','=', 'waiting_payment'])
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invoices=get_model('account.invoice').search_browse(dom)
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print("len(invoices)", len(invoices))
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for invoice in invoices:
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pname,hn,card_no='', '', ''
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pname2=pname
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if invoice.related_id:
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hdcase=invoice.related_id
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patient=hdcase.patient_id
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#pname=patient.name_check or "" #XXX
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pname='%s%s'%(patient.first_name or "",patient.last_name or "")
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#XXX
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if patient_names.get(pname):
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pname=patient_names[pname]
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pname2='%s %s'%(patient.first_name or "",patient.last_name or "")
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card_no=patient.card_no or ""
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hn=patient.hn_no
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elif invoice.ref:
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pname=invoice.ref or ''
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#XXX
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if patient_names.get(pname):
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pname=patient_names[pname]
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pname2=pname
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pname=pname.replace(" ","") # remove space
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for pt in get_model("clinic.patient").search_browse([['name_check','=',pname]]):
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hn=pt.hn_no or ""
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else:
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pass
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fee,epo,srv=0, 0, 0
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due_amount=0
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for inv_line in invoice.lines:
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amount=inv_line.amount or 0
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prod=inv_line.product_id
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categ_code=''
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categ=prod.categ_id
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if categ:
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categ_code=categ.code
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if categ_code=='FEE':
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fee+=amount
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elif categ_code=='SRV':
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srv+=amount
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elif categ_code=='EPO':
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epo+=amount
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else:
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due_amount+=amount
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vals={
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'invoice_id': invoice.id,
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'fee': fee,
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'epo': epo,
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'srv': srv,
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'name': pname2,
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}
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due_amount+=fee+epo+srv #XXX
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date=invoice.date
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req_vals=[date,due_amount]
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key1=':'.join([str(v) for v in [hn]+req_vals])
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key2=':'.join([str(v) for v in [card_no]+req_vals])
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key3=':'.join([str(v) for v in [pname]+req_vals]) # name no space
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key_uc=':'.join([str(v) for v in [hn,date,due_amount]])
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# becareful!!!
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if not matches1.get(key1):
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matches1[key1]=vals
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if not matches2.get(key2):
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matches2[key2]=vals
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if not matches3.get(key3):
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matches3[key3]=vals
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if not matches_uc.get(key_uc):
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matches_uc[key_uc]=vals
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nf_hcode=''
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if obj.hcode_id:
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nf_hcode=obj.hcode_id.code
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records=[]
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if obj.pcode=='SSO':
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for line in lines:
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hcode=line.get('hcode18')
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if not hcode:
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hcode='0'
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hcode=int(hcode)
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hcode=str(hcode)
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if nf_hcode==hcode:
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epo=line.get('epoadm29') or 0
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fee=line.get('amount23') or 0
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srv=line.get('allow37') or 0
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date_treatment=line.get("dttran")
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name=line.get("name14")
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name_nospace=name.replace(" ","")
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card_no=int(line.get('pid'))
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date=date_treatment[0:10]
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time=date_treatment[11:] #XXX
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if not time:
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print("wrong format")
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continue
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due_amount=fee+epo+srv
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req_vals=[date,due_amount]
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hn=line.get('hn')
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hn=''.join([x for x in hn if x.isdigit()])
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key1=':'.join([str(v) for v in [hn]+req_vals])
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key2=':'.join([str(v) for v in [card_no]+req_vals])
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key3=':'.join([str(v) for v in [name_nospace]+req_vals])
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record={
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'date':date,
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'patient_name': name,
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'pid': card_no,
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'hn': hn,
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'fee': fee,
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'srv': srv,
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'epo': epo,
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'invoice_id': None,
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'state': 'unmatch',
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}
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#if hn=='100794':
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#import pdb; pdb.set_trace()
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if matches1.get(key1):
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print("found ", key1)
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record.update({
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'invoice_id': matches1[key1]['invoice_id'],
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'state': 'match',
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})
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elif matches2.get(key2):
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print("found ", key2)
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record.update({
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'invoice_id': matches2[key2]['invoice_id'],
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'state': 'match',
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})
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elif matches3.get(key3):
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print("found ", key3)
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record.update({
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'invoice_id': matches3[key3]['invoice_id'],
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'state': 'match',
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})
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else:
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# from ratchawat account settting
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phn=patient_hn.get(hn)
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if phn:
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key1=':'.join([str(v) for v in [phn['hn']]+req_vals])
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ss="not found"
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if matches1.get(key1):
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ss="found"
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record.update({
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'invoice_id': matches1[key1]['invoice_id'],
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'state': 'match',
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})
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print(ss, ' account mathing ', key1)
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## unmatch
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records.append(record)
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elif obj.pcode=='UC':
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records=[]
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for line in lines:
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#{'amount': '1500.0000',
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#'cstat': None,
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#'dttran': '2014-09-27T10:00:00',
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#'epostat': 'E',
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#'hdflag': 'COU',
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#'hdrate': '1500.0000',
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#'hn': '98511252',
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#'hreg': 'NHSO1',
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#'invno': '437941480',
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#'paid': '0.0000',
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#'paychk': '1',
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#'reimbpay': '0.0000',
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#'rid': '2190',
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#'station': '01'}
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date,time=(line['dttran'] or "").split("T")
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fee=0
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if line.get('amount'):
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fee=float(line['amount'])
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hn=line['hn']
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hn=hn.replace(" ", "")
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key_uc=''
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req_vals=[date,fee]
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if date and time:
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key_uc=':'.join([str(v) for v in [line['hn']]+req_vals])
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pname=''
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pid=''
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for pt in get_model("clinic.patient").search_browse([['hn_no','=',hn]]):
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pname=pt.name or ""
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pid=pt.card_no or ""
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record={
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'date':date,
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'name': pname,
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'pid': pid,
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'hn': hn,
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'fee': fee,
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'srv': 0,
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'epo': 0,
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'invoice_id': None,
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'state': 'unmatch',
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}
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if matches_uc.get(key_uc):
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record.update({
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'invoice_id': matches1[key_uc]['invoice_id'],
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'state': 'match',
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})
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else:
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#print("not found")
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hn=hn.replace("-", "")
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hn=hn.replace("/", "")
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phn=patient_hn.get(hn)
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if phn:
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# match with name
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key3=':'.join([str(v) for v in [phn['name']]+req_vals])
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ss="not found"
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mvals=matches3.get(key3)
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if mvals:
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ss="found"
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record.update({
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'invoice_id': mvals['invoice_id'],
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'name': mvals['name'],
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'state': 'match',
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})
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print(ss, ' account mathing ', key_uc)
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records.append(record)
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if obj.hcode_id and not records:
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raise Exception("Nothing to match! for %s"%(obj.hcode_id.name or ""))
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if not records:
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raise Exception("Nothing to match! Please verify your file and your filter condition.")
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return records
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def onchange_date(self,context={}):
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data=context['data']
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date=data['date']
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year,month,day=date.split("-")
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weekday, total_day=monthrange(int(year), int(month))
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data['date_from']="%s-%s-01"%(year,month)
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data['date_to']="%s-%s-%s"%(year,month,total_day)
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data['name']='%s/%s'%(year,month)
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return data
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def onchange_ptype(self,context={}):
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data=context['data']
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type_id=data['patient_type_id']
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if type_id:
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t=get_model('clinic.patient.type').browse(type_id)
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data['pcode']=t.code or ""
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return data
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def do_import(self,ids,context={}):
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st=get_model("clinic.setting").browse(1)
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if not st.import_account_id:
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raise Exception("Import account not found (Ratchawat Setting -> Accounting)")
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obj=self.browse(ids)[0]
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partner=obj.patient_type_id.contact_id
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company_id=get_active_company()
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vals={
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"partner_id": partner.id,
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"company_id": company_id,
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"type": "in",
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"pay_type": "invoice",
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'date': time.strftime("%Y-%m-%d"),
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"account_id": st.import_account_id.id,
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'invoice_lines': [],
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'rd_cust': True, #XXX
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}
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for line in obj.lines:
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inv=line.invoice_id
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if inv:
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vals['invoice_lines'].append(('create',{
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'invoice_id': inv.id,
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'amount': inv.amount_due or 0,
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}))
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if inv.related_id:
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hdcase=inv.related_id
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if hdcase:
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hdcase.write({
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'state': 'paid',
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})
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if not vals['invoice_lines']:
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raise Exception("Nothing to import")
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payment_id=get_model("account.payment").create(vals,context={"type":"in"})
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return {
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'next': {
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'name': 'payment',
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'mode': 'form',
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'active_id': payment_id,
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},
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'flash': 'Create Payment successfully',
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}
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def do_match(self,ids,context={}):
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obj=self.browse(ids)[0]
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records=obj.match()
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lines=[]
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if obj.pcode=='SSO':
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for record in records:
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state=record['state'] or ''
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vals={
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'date': record['date'],
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'hn': record['hn'],
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'pid': record['pid'],
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'name': record['patient_name'],
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'epo': record['epo'],
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'srv': record['srv'],
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'fee': record['fee'],
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'invoice_id': record['invoice_id'],
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'state': state,
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}
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lines.append(('create', vals))
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elif obj.pcode=='UC':
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for record in records:
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state=record['state'] or ''
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vals={
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'date': record['date'],
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'hn': record['hn'],
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'pid': record['pid'],
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'name': record['name'],
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'fee': record['fee'],
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'invoice_id': record['invoice_id'],
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'state': state,
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}
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lines.append(('create', vals))
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for line in obj.lines:
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line.delete()
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obj.write({
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'lines': lines,
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})
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def update_id(self,ids,context={}):
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obj=self.browse(ids)[0]
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lines=obj.get_line()
|
|
pts={}
|
|
for line in lines:
|
|
pid=line.get("pid")
|
|
name=line.get("name14")
|
|
hn=line.get("hn")
|
|
if not pts.get(name):
|
|
pts[name]=pid
|
|
|
|
for pt in get_model('clinic.patient').search_browse([]):
|
|
pid=pts.get(pt.name)
|
|
if pid:
|
|
if pt.card_no:
|
|
pid=''.join([str(x) for x in pt.card_no if x.isnumeric()])
|
|
print(pt.name, 'pid ', pid)
|
|
else:
|
|
pid=int(pid)
|
|
print("pid ", pid)
|
|
pt.write({
|
|
'card_no': pid,
|
|
})
|
|
print("Done!")
|
|
|
|
def get_report_data(self,ids,context={}):
|
|
lines=[]
|
|
if ids:
|
|
obj=self.browse(ids)[0]
|
|
lines=obj.match()
|
|
data={
|
|
'lines': lines,
|
|
}
|
|
return data
|
|
|
|
def onchange_invoice(self,context={}):
|
|
data=context['data']
|
|
path=context['path']
|
|
line=get_data_path(data,path,parent=True)
|
|
if line.get("invoice_id"):
|
|
line['state']='match'
|
|
else:
|
|
line['state']=''
|
|
return data
|
|
|
|
def clear_line(self,ids,context={}):
|
|
obj=self.browse(ids)[0]
|
|
line_ids=[line.id for line in obj.lines]
|
|
get_model("clinic.matching.payment.line").delete(line_ids)
|
|
print("Cleared %s"%(line_ids))
|
|
|
|
def approve(self,ids,context={}):
|
|
obj=self.browse(ids)[0]
|
|
obj.write({
|
|
'state': 'approved',
|
|
})
|
|
return {
|
|
'next': {
|
|
'name': 'clinic_matching_payment',
|
|
'mode': 'form',
|
|
'active_id': obj.id,
|
|
},
|
|
'flash': '%s has been approved'%obj.name,
|
|
}
|
|
|
|
def to_draft(self,ids,context={}):
|
|
for obj in self.browse(ids):
|
|
obj.write({
|
|
'state': 'draft',
|
|
})
|
|
|
|
def create(self,vals,**kw):
|
|
new_id=super().create(vals,**kw)
|
|
self.function_store([new_id])
|
|
return new_id
|
|
|
|
def write(self,ids,vals,**kw):
|
|
super().write(ids,vals,**kw)
|
|
self.function_store(ids)
|
|
|
|
def get_data(self,context={}):
|
|
ref_id=int(context.get("refer_id","0"))
|
|
obj=self.browse(ref_id)
|
|
inv_match_ids=[]
|
|
for line in obj.lines:
|
|
invoice=line.invoice_id
|
|
if invoice and line.state=='match':
|
|
inv_match_ids.append(invoice.id)
|
|
dom=[
|
|
['partner_id','=',obj.partner_id.id],
|
|
['date', '>=', obj.date_from],
|
|
['date', '<=', obj.date_to],
|
|
['state','=','waiting_payment'],
|
|
]
|
|
lines=[]
|
|
no=1
|
|
for invoice in get_model('account.invoice').search_browse(dom):
|
|
if invoice.id in inv_match_ids:
|
|
continue
|
|
vals={
|
|
'no': no,
|
|
'date': invoice.date,
|
|
'number': invoice.number,
|
|
'ref': invoice.ref,
|
|
'amount_due': invoice.amount_due or 0,
|
|
}
|
|
lines.append(vals)
|
|
no+=1
|
|
data={
|
|
'lines': lines,
|
|
'date_from': obj.date_from,
|
|
'date_to': obj.date_to,
|
|
}
|
|
return data
|
|
|
|
def print_invoice_unmatch(self,ids,context={}):
|
|
obj=self.browse(ids)[0]
|
|
return {
|
|
'next':{
|
|
'name': 'clinic_matching_payment',
|
|
'mode': 'form',
|
|
'active_id': obj.id,
|
|
},
|
|
#'flash': 'TODO',
|
|
}
|
|
|
|
MatchingPayment.register()
|