def AutoTransferReceiptItems(self, ReceiptID):
''' Go through the receipt items and check to see if the item is
an automatic transfer item, that is, the item is marked as a non-
dispensable item (ie. it cannot be dispensed) so we need to
transfer it automatically. Registration and bed assignment are
examples of such items. NOTE: dispensing for automatic items
should only happen AFTER payment. If the item is not paid for
then make sure it is not marked dispensed
'''
log.debug('AutoTransferReceiptItems');
receipt = model.InvReceipt.get(ReceiptID)
for item in receipt.CatalogItems:
if item.IsPaid() and (not item.CatalogItem.IsDispensable):
#find all transfers (normally just one) and mark them complete
for stocklocation in item.StockItems:
for transfer in stocklocation.TransfersToHere:
if not transfer.IsComplete:
transfer.IsComplete = True
transfer.DateTransferred = model.cur_date_time()
transfer.FromStockLocation.Quantity -= transfer.Qty
transfer.ToStockLocation.Quantity += transfer.Qty
log.debug('....Auto dispensing item %d' % item.id)
elif (not item.IsPaid()) and (not item.CatalogItem.IsDispensable):
#find all transfers (normally just one) and mark them not complete
for stocklocation in item.StockItems:
for transfer in stocklocation.TransfersToHere:
if transfer.IsComplete:
transfer.FromStockLocation.Quantity += transfer.Qty
transfer.ToStockLocation.Quantity -= transfer.Qty
transfer.IsComplete = False
log.debug('....Marking not dispensed item %d' % item.id)
def BillingRefund(self, ReceiptID, CashAmt, **kw):
''' Refund some cash to a customer
Only allow refunds if the customer has credit, and only up to the credit amount
If a refund cannot be fulfilled as requested, then don't do any refund at all, even
if the customer has some credit
'''
# Load the customer
Customer = model.InvReceipt.get(ReceiptID).Customer
if (Customer.CalcCashBalance() >= 0):
ErrorMsg = 'Refund rejected, Customer has no credit'
NextLink = 'index?receipt_id=%d' % ReceiptID
raise cherrypy.HTTPRedirect('DataEntryError?error=%s&next_link=%s' % (ErrorMsg, NextLink))
elif (CashAmt <= 0):
ErrorMsg = 'Refund ignored, cannot refund a 0 or negative amount'
NextLink = 'index?receipt_id=%d' % ReceiptID
raise cherrypy.HTTPRedirect('DataEntryError?error=%s&next_link=%s' % (ErrorMsg, NextLink))
elif (Customer.CalcBalance() + CashAmt > 0):
ErrorMsg = 'Refund rejected, Customer has insufficient credit'
NextLink = 'index?receipt_id=%d' % ReceiptID
raise cherrypy.HTTPRedirect('DataEntryError?error=%s&next_link=%s' % (ErrorMsg, NextLink))
else:
payment = model.InvCustomerPayment(CustomerID=Customer.id, DatePaid=model.cur_date_time(),\
Amount=-CashAmt,Notes='Cash refund from user id: %s' % (model.cur_user_id()))
raise cherrypy.HTTPRedirect('index?receipt_id=%d' % ReceiptID)
def CustomerPayment(self, id='',Id='', Op='', CustomerID='', **kw):
if Id != '':
id = Id
if id != '':
try:
int_id = int(id)
record = model.InvCustomerPayment.get(int_id)
except (ValueError, SQLObjectNotFound):
int_id = -1
else:
int_id = -1
#Find initial values for our data record
#Vendor -> Customer
#Amount NEW
#ValidOn -> DatePaid
if int_id > 0:
Id_data = record.id
Name_data = record.Name()
Notes_data = record.Notes
DatePaid_data = record.DatePaid
Amount_data = record.Amount
#ForeignKeys
try:
Customer_data = record.CustomerID
Customer_display = record.Customer.Name + ' ('+str(record.CustomerID)+')'
except AttributeError:
Customer_data = ''
Customer_display = 'None'
#MultiJoin and RelatedJoin
else:
Id_data = ''
Name_data = 'New entry'
Notes_data = ''
DatePaid_data = model.cur_date_time()
Amount_data = '0.0'
#ForeignKeys
if CustomerID != '':
Customer_data = CustomerID
Customer_display = model.InvCustomer.get(int(CustomerID)).Name
else:
Customer_data = ''
Customer_display = 'None'
#MultiJoin and RelatedJoin
#Special manipulations for new records
if Op == 'CopyIntoNew':
Id_data = ''
id = ''
#Construct our display fields
Id = dict(id="cp_Id", name="Id", label="Id", type="Hidden",attr={}, data=Id_data)
Name = dict(id="cp_Name", name="Name", label="Name", type="StringRO",attr=dict(length=50), data=Name_data)
DatePaid = dict(id="cp_DatePaid", name="DatePaid", label="Date paid", type="DateTime",attr=dict(), data=DatePaid_data)
Amount = dict(id="cp_Amount", name="Amount", label="Amount", type="Currency",attr=dict(), data=Amount_data)
Notes = dict(id="cp_Notes", name="Notes", label="Notes", type="String",attr=dict(length=50), data=Notes_data)
#ForeignKeys
SrchCustomerName = dict(id="cp_SrchCustomerName", name="Name", label="Name", type="String",attr=dict(length=25), data='')
Customer = dict(id="cp_Customer", name="Customer", label="Customer", type="ForeignKey",attr=dict(srchUrl="CustomerSearch",lookupUrl="CustomerGet", edit_url='Customer', srchFields=[SrchCustomerName]), data=Customer_data, init_display=Customer_display)
#MultiJoin
#Fields
fields = [Id, Name, Customer, Amount, DatePaid, Notes]
#Configure any of the links that might need configuring
if id == '':
CustomerPaymentMenu = 'CustomerPaymentMenu'
else:
CustomerPaymentMenu = 'CustomerPaymentMenu?id=' + id
#RETURN VALUES HERE
return dict(id=id, Name='CustomerPayment', Label='Customer payment entry', Fields=fields, FieldsSrch=[Name], Read='CustomerPayment', Add='CustomerPaymentSave', Del='CustomerPaymentDel', UnDel='CustomerPaymentUnDel', Edit='CustomerPayment', Save='CustomerPaymentSave', SrchUrl='CustomerPaymentSearch', MenuBar=CustomerPaymentMenu)
def MakeReceiptPayment(self, ReceiptID, TotalCashAmt=0, CashAmt=0, CashNotes='', InsrAmt=0, InsrNotes='', **kw):
''' Go through all the receipt items in the receipt and mark the items
as paid for. Create a new payment record (marking the date and
amount when money was exchanged).
Double check the items on the receipt and make sure they are marked as paid if no payments are
outstanding.
'''
log.debug('MakeReceiptPayment')
try:
record = model.InvReceipt.get(ReceiptID)
except (ValueError, SQLObjectNotFound): #happens when the conversion fails or the record is not found
return dict(flash='No record to make payment for')
# Make our payment record
if TotalCashAmt !=0:
payment = model.InvCustomerPayment(CustomerID=record.CustomerID, DatePaid=model.cur_date_time(),\
Amount=TotalCashAmt,Notes=CashNotes)
# Figure out how much money the customer has for spending - without including the current receipt amount
CurrCredit = -record.Customer.CalcBalance(DoNotIncludReceiptID=ReceiptID)
log.debug('....Current credit: %d' % CurrCredit)
# Make sure no one is trying to cheat the program by forcing an Insurance payment
if self.IsSelfPay(ReceiptID) and InsrAmt > 0:
CashAmt += InsrAmt
InsrAmt = 0
# Go through and confirm the unit cost again (and verify that all receipt items have been assigned to stock)
for item in record.CatalogItems:
# Check to make sure all the items are assigned to a particular stock item
if len(item.StockItems) == 0: # Hmmm... somehow the item wasn't assigned to a stock location
# At this point, we'll just assign the next available stock location to the item
# We'll force a re-adjustment if the quantities cannot be fulfilled (no option at this point?)
StockItemID = item.CatalogItem.NextStockItemID(item.Quantity)
if StockItemID == None: # Insufficient stock to fulfill request, try to partially fill it
StockItemID = item.CatalogItem.NextStockItemID()
if StockItemID == None: # No stock at all, set the receipt item to zero!!!!!
item.Quantity = 0
item.UnitCost = 0
if StockItemID != None: # Complete the assignment
StockItem = model.InvStockItem.get(StockItemID)
if item.Quantity > StockItem.QtyAvailable():
item.Quantity = StockItem.QtyAvailable()
StockLocationIDs = StockItem.FindStockLocationIDs(item.Quantity)
if record.Customer.InventoryLocationID == None:
LocationID = self.GetDefaultCustomerLocationID()
else:
LocationID = record.Customer.InventoryLocationID
new_stocklocation = model.InvStockLocation(StockItemID=StockItemID, \
LocationID=LocationID, ReceiptID=item.id, Quantity=0.0, IsConsumed=True, IsSold=True)
#Create the stock transfer
log.debug('......creating %d new stock transfer(s)' % len(StockLocationIDs))
CurrQuantity = item.Quantity # Keep track of the current quantity transferred
for stocklocationid in StockLocationIDs:
StockLocation = model.InvStockLocation.get(stocklocationid)
if CurrQuantity <= StockLocation.QtyAvailable():
TransferQty = CurrQuantity
CurrQuantity = 0
else:
TransferQty = StockLocation.QtyAvailable()
CurrQuantity = CurrQuantity - TransferQty
new_stck_transfer = model.InvStockTransfer(FromStockLocationID=stocklocationid, \
ToStockLocation=new_stocklocation.id, Qty=TransferQty)
if CurrQuantity <= 0:
break
#Update the unit price
item.UnitCost = item.StockItems[0].StockItem.SalePrice
else:
item.UnitCost = item.StockItems[0].StockItem.SalePrice
# Apply the payment to our Receipt and linked items. Note: record = current receipt
record.TotalPayment = record.TotalPaymentCalc()
NewAmt = CurrCredit + InsrAmt # This is what we have to spend
record.TotalPaid += NewAmt
# Cap the total paid to the payment required
if record.TotalPaid > record.TotalPayment:
record.TotalPaid = record.TotalPayment
# For cash amounts in excess of the required payment, limit the amount applied
if CashAmt > record.TotalPayment:
CashAmt = record.TotalPayment
# Limit insurance amount payments
if InsrAmt > record.TotalPayment:
InsrAmt = record.TotalPayment
# For combo payments, Insurance is reduced and cash is used as the greater part when needed.
if (CashAmt + InsrAmt) > record.TotalPayment:
InsrAmt = record.TotalPayment - CashAmt
log.debug('....Money to spend: %d' % record.TotalPaid)
# The TotalAmt is what we have for making payments on our stock location items
TotalAmt = record.TotalPaid
record.TotalSelfPay = CashAmt # Shows how much of the bill is Cash amount
record.SelfPayNotes = CashNotes
record.TotalInsurance = InsrAmt # How much of this bill is paid by insurance
record.InsuranceNotes = InsrNotes
# Update payments on the stock items for accounting and dispensing
for item in record.CatalogItems:
if (not item.IsPaid()) and (not item.IsDispensed()):#Don't change items which are paid for or dispensed
log.debug('....Updating payments on stock location')
PartPay = round(item.Quantity * item.UnitCost) - item.TotalPaid()
if PartPay > 0: #We need to apply new payments to our stock (as much as we have money for)
if PartPay > TotalAmt:
PartPay = TotalAmt
TotalAmt = 0
log.debug('....Too little money')
else:
TotalAmt -= PartPay
for stocklocation in item.StockItems:
stockpaid = round(stocklocation.QtyAfterTransfers() * stocklocation.StockItem.SalePrice) - stocklocation.TotalPaid
log.debug('....StockLocation %d with Rs. %d' % (stocklocation.id,stockpaid))
if stockpaid > 0: # We still have more to pay
if stockpaid > PartPay:
stockpaid = PartPay
PartPay = 0
log.debug('....Too little rupees')
else:
PartPay -= stockpaid
stocklocation.TotalPaid += round(stockpaid)
elif stockpaid < 0: # we have reduced stock from this transfer
PartPay -= stockpaid
stocklocation.TotalPaid = round(stocklocation.QtyAfterTransfers() * stocklocation.StockItem.SalePrice)
else: #We've reduced amounts and are actually refunding money at this point. Fix our payment records
TotalAmt -= PartPay
# Go through all the stock items and adjust the TotalPaid. Don't worry about keeping track
# since we've reduced cost
for stocklocation in item.StockItems:
stocklocation.TotalPaid = round(stocklocation.QtyAfterTransfers() * stocklocation.StockItem.SalePrice)
else:
TotalAmt -= item.TotalPaid()
# For auto-transfer items, transfer them after payment
self.AutoTransferReceiptItems(ReceiptID)
return self.LoadPatientData(ReceiptID=ReceiptID)
def StockTransferRequest(self, id='',Id='', Op='', **kw):
if Id != '':
id = Id
if id != '':
try:
int_id = int(id)
record = model.InvStockTransferRequest.get(int_id)
except (ValueError, SQLObjectNotFound):
int_id = -1
else:
int_id = -1
#Find initial values for our data record
if int_id > 0:
Id_data = record.id
Name_data = record.Name()
Notes_data = record.Notes
RequestedBy_data = record.RequestedBy
RequestedOn_data = record.RequestedOn
RequiredBy_data = record.RequiredBy
#ForeignKeys
try:
ForLocation_data = record.ForLocation.id
ForLocation_display = record.ForLocation.Name + ' ('+str(record.ForLocation.id)+')'
except AttributeError:
ForLocation_data = ''
ForLocation_display = 'None'
#MultiJoin and RelatedJoin
Items_data = 'There are ' + str(len(record.Items)) + ' records'
if record.Status == 'deleted':
DisplayMessage_data = "NOTE: This record is marked deleted!"
else:
DisplayMessage_data = ""
else:
Id_data = ''
Name_data = ''
Notes_data = ''
RequestedBy_data = model.cur_user_id()
RequestedOn_data = model.cur_date_time().strftime('%Y-%m-%d')
RequiredBy_data = model.cur_date_time().strftime('%Y-%m-%d')
#ForeignKeys
ForLocation_data = ''
ForLocation_display = 'None'
#MultiJoin and RelatedJoin
Items_data = 'There are no records'
#Special manipulations for new records
if Op == 'CopyIntoNew':
#ForeignKeys
Name_data = ''
RequestedBy_data = model.cur_user_id()
RequestedOn_data = model.cur_date_time().strftime('%Y-%m-%d')
RequiredBy_data = model.cur_date_time().strftime('%Y-%m-%d')
#MultiJoin and RelatedJoin
Items_data = 'There are no records'
Id_data = ''
id = ''
#Construct our display fields
Id = dict(id="str_Id", name="Id", label="Id", type="Hidden",attr={}, data=Id_data)
Name = dict(id="str_Name", name="Name", label="Name", type="StringRO",attr=dict(length=50), data=Name_data)
RequestedBy = dict(id="str_RequestedBy", name="RequestedBy", label="Requested by", type="StringRO",attr=dict(length=50), data=RequestedBy_data)
RequestedOn = dict(id="str_RequestedOn", name="RequestedOn", label="Requested on", type="DateTime",attr=dict(), data=RequestedOn_data)
RequiredBy = dict(id="str_RequiredBy", name="RequiredBy", label="Required by", type="DateTime",attr=dict(), data=RequiredBy_data)
Notes = dict(id="str_Notes", name="Notes", label="Notes", type="String",attr=dict(length=50), data=Notes_data)
#ForeignKeys
SrchLocationName = dict(id="str_SrchLocationName", name="Name", label="Name", type="String",attr=dict(length=25), data='')
ForLocation = dict(id="str_ForLocation", name="ForLocation", label="ForLocation", type="ForeignKey",attr=dict(srchUrl="LocationSearch",lookupUrl="LocationGet", edit_url='Location', srchFields=[SrchLocationName]), data=ForLocation_data, init_display=ForLocation_display)
#MultiJoin
Items = dict(id="str_Items", name="Items", label="Items", type="MultiJoin",attr=dict(displayUrl="StockTransferRequestMultiJoinList",listUrl="StockTransferRequestMultiJoinList", linkUrl="StockTransferRequestItem"), data=Items_data)
#Fields
fields = [Id, Name, RequestedBy, RequestedOn, RequiredBy, ForLocation, Items, Notes]
#Configure any of the links that might need configuring
if id == '':
StockTransferRequestMenu = 'StockTransferRequestMenu'
else:
StockTransferRequestMenu = 'StockTransferRequestMenu?id=' + id
#RETURN VALUES HERE
return dict(id=id, Name='StockTransferRequest', Label='Stock transfer request entry', Fields=fields, FieldsSrch=[Name], Read='StockTransferRequest', Add='StockTransferRequestSave', Del='StockTransferRequestDel', UnDel='StockTransferRequestUnDel', Edit='StockTransferRequest', Save='StockTransferRequestSave', SrchUrl='StockTransferRequestSearch', MenuBar=StockTransferRequestMenu)
