feat: Therapy Plan Template (#23558)

* feat: Therapy Plan Template

* feat: Handle billing Therapy Plans created via Templates

* feat: add dashboard to Therapy Plan Template

* fix: codacy issues

* fix: sider

* fix: validate Therapy Session overlap

* feat: Create Sales Invoice from Therapy Plan

* fix: sider

* chore: added tests for Therapy Plan Template

* fix: test

* fix: test

Co-authored-by: rohitwaghchaure <rohitw1991@gmail.com>
Co-authored-by: Nabin Hait <nabinhait@gmail.com>

erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py

@@ -5,9 +5,9 @@
 
 import frappe
 import unittest
-from frappe.utils import getdate
+from frappe.utils import getdate, flt
 from erpnext.healthcare.doctype.therapy_type.test_therapy_type import create_therapy_type
-from erpnext.healthcare.doctype.therapy_plan.therapy_plan import make_therapy_session
+from erpnext.healthcare.doctype.therapy_plan.therapy_plan import make_therapy_session, make_sales_invoice
 from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient
 
 class TestTherapyPlan(unittest.TestCase):
@@ -20,25 +20,45 @@ def test_status(self):
 		plan = create_therapy_plan()
 		self.assertEquals(plan.status, 'Not Started')
 
-		session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab')
+		session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company')
 		frappe.get_doc(session).submit()
 		self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'In Progress')
 
-		session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab')
+		session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company')
 		frappe.get_doc(session).submit()
 		self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'Completed')
 
+	def test_therapy_plan_from_template(self):
+		patient = create_patient()
+		template = create_therapy_plan_template()
+		# check linked item
+		self.assertTrue(frappe.db.exists('Therapy Plan Template', {'linked_item': 'Complete Rehab'}))
 
-def create_therapy_plan():
+		plan = create_therapy_plan(template)
+		# invoice
+		si = make_sales_invoice(plan.name, patient, '_Test Company', template)
+		si.save()
+
+		therapy_plan_template_amt = frappe.db.get_value('Therapy Plan Template', template, 'total_amount')
+		self.assertEquals(si.items[0].amount, therapy_plan_template_amt)
+
+
+def create_therapy_plan(template=None):
 	patient = create_patient()
 	therapy_type = create_therapy_type()
 	plan = frappe.new_doc('Therapy Plan')
 	plan.patient = patient
 	plan.start_date = getdate()
-	plan.append('therapy_plan_details', {
-		'therapy_type': therapy_type.name,
-		'no_of_sessions': 2
-	})
+
+	if template:
+		plan.therapy_plan_template = template
+		plan = plan.set_therapy_details_from_template()
+	else:
+		plan.append('therapy_plan_details', {
+			'therapy_type': therapy_type.name,
+			'no_of_sessions': 2
+		})
+
 	plan.save()
 	return plan
 
@@ -55,3 +75,22 @@ def create_encounter(patient, medical_department, practitioner):
 	encounter.save()
 	encounter.submit()
 	return encounter
+
+def create_therapy_plan_template():
+	template_name = frappe.db.exists('Therapy Plan Template', 'Complete Rehab')
+	if not template_name:
+		therapy_type = create_therapy_type()
+		template = frappe.new_doc('Therapy Plan Template')
+		template.plan_name = template.item_code = template.item_name = 'Complete Rehab'
+		template.item_group = 'Services'
+		rate = frappe.db.get_value('Therapy Type', therapy_type.name, 'rate')
+		template.append('therapy_types', {
+			'therapy_type': therapy_type.name,
+			'no_of_sessions': 2,
+			'rate': rate,
+			'amount': 2 * flt(rate)
+		})
+		template.save()
+		template_name = template.name
+
+	return template_name

erpnext/healthcare/doctype/therapy_plan/therapy_plan.js

@@ -37,7 +37,8 @@ frappe.ui.form.on('Therapy Plan', {
 						args: {
 							therapy_plan: frm.doc.name,
 							patient: frm.doc.patient,
-							therapy_type: data.therapy_type
+							therapy_type: data.therapy_type,
+							company: frm.doc.company
 						},
 						freeze: true,
 						callback: function(r) {
@@ -49,13 +50,53 @@ frappe.ui.form.on('Therapy Plan', {
 					});
 				}, __('Select Therapy Type'), __('Create'));
 			}, __('Create'));
+
+			if (frm.doc.therapy_plan_template && !frm.doc.invoiced) {
+				frm.add_custom_button(__('Sales Invoice'), function() {
+					frm.trigger('make_sales_invoice');
+				}, __('Create'));
+			}
+		}
+
+		if (frm.doc.therapy_plan_template) {
+			frappe.meta.get_docfield('Therapy Plan Detail', 'therapy_type', frm.doc.name).read_only = 1;
+			frappe.meta.get_docfield('Therapy Plan Detail', 'no_of_sessions', frm.doc.name).read_only = 1;
+		}
+	},
+
+	make_sales_invoice: function(frm) {
+		frappe.call({
+			args: {
+				'reference_name': frm.doc.name,
+				'patient': frm.doc.patient,
+				'company': frm.doc.company,
+				'therapy_plan_template': frm.doc.therapy_plan_template
+			},
+			method: 'erpnext.healthcare.doctype.therapy_plan.therapy_plan.make_sales_invoice',
+			callback: function(r) {
+				var doclist = frappe.model.sync(r.message);
+				frappe.set_route('Form', doclist[0].doctype, doclist[0].name);
+			}
+		});
+	},
+
+	therapy_plan_template: function(frm) {
+		if (frm.doc.therapy_plan_template) {
+			frappe.call({
+				method: 'set_therapy_details_from_template',
+				doc: frm.doc,
+				freeze: true,
+				freeze_message: __('Fetching Template Details'),
+				callback: function() {
+					refresh_field('therapy_plan_details');
+				}
+			});
 		}
 	},
 
 	show_progress_for_therapies: function(frm) {
 		let bars = [];
 		let message = '';
-		let added_min = false;
 
 		// completed sessions
 		let title = __('{0} sessions completed', [frm.doc.total_sessions_completed]);
@@ -71,7 +112,6 @@ frappe.ui.form.on('Therapy Plan', {
 		});
 		if (bars[0].width == '0%') {
 			bars[0].width = '0.5%';
-			added_min = 0.5;
 		}
 		message = title;
 		frm.dashboard.add_progress(__('Status'), bars, message);

erpnext/healthcare/doctype/therapy_plan/therapy_plan.json

@@ -9,11 +9,13 @@
   "naming_series",
   "patient",
   "patient_name",
+  "invoiced",
   "column_break_4",
   "company",
   "status",
   "start_date",
   "section_break_3",
+  "therapy_plan_template",
   "therapy_plan_details",
   "title",
   "section_break_9",
@@ -46,6 +48,7 @@
    "fieldtype": "Table",
    "label": "Therapy Plan Details",
    "options": "Therapy Plan Detail",
+   "read_only_depends_on": "therapy_plan_template",
    "reqd": 1
   },
   {
@@ -105,11 +108,27 @@
    "fieldtype": "Link",
    "in_standard_filter": 1,
    "label": "Company",
-   "options": "Company"
+   "options": "Company",
+   "reqd": 1
+  },
+  {
+   "fieldname": "therapy_plan_template",
+   "fieldtype": "Link",
+   "label": "Therapy Plan Template",
+   "options": "Therapy Plan Template"
+  },
+  {
+   "default": "0",
+   "fieldname": "invoiced",
+   "fieldtype": "Check",
+   "label": "Invoiced",
+   "no_copy": 1,
+   "print_hide": 1,
+   "read_only": 1
   }
  ],
  "links": [],
- "modified": "2020-05-25 14:38:53.649315",
+ "modified": "2020-10-23 01:27:42.128855",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Therapy Plan",

erpnext/healthcare/doctype/therapy_plan/therapy_plan.py

@@ -5,7 +5,7 @@
 from __future__ import unicode_literals
 import frappe
 from frappe.model.document import Document
-from frappe.utils import today
+from frappe.utils import flt, today
 
 class TherapyPlan(Document):
 	def validate(self):
@@ -33,13 +33,26 @@ def set_totals(self):
 		self.db_set('total_sessions', total_sessions)
 		self.db_set('total_sessions_completed', total_sessions_completed)
 
+	def set_therapy_details_from_template(self):
+		# Add therapy types in the child table
+		self.set('therapy_plan_details', [])
+		therapy_plan_template = frappe.get_doc('Therapy Plan Template', self.therapy_plan_template)
+
+		for data in therapy_plan_template.therapy_types:
+			self.append('therapy_plan_details', {
+				'therapy_type': data.therapy_type,
+				'no_of_sessions': data.no_of_sessions
+			})
+		return self
+
 
 @frappe.whitelist()
-def make_therapy_session(therapy_plan, patient, therapy_type):
+def make_therapy_session(therapy_plan, patient, therapy_type, company):
 	therapy_type = frappe.get_doc('Therapy Type', therapy_type)
 
 	therapy_session = frappe.new_doc('Therapy Session')
 	therapy_session.therapy_plan = therapy_plan
+	therapy_session.company = company
 	therapy_session.patient = patient
 	therapy_session.therapy_type = therapy_type.name
 	therapy_session.duration = therapy_type.default_duration
@@ -48,4 +61,39 @@ def make_therapy_session(therapy_plan, patient, therapy_type):
 
 	if frappe.flags.in_test:
 		therapy_session.start_date = today()
-	return therapy_session.as_dict()
+	return therapy_session.as_dict()
+
+
+@frappe.whitelist()
+def make_sales_invoice(reference_name, patient, company, therapy_plan_template):
+	from erpnext.stock.get_item_details import get_item_details
+	si = frappe.new_doc('Sales Invoice')
+	si.company = company
+	si.patient = patient
+	si.customer = frappe.db.get_value('Patient', patient, 'customer')
+
+	item = frappe.db.get_value('Therapy Plan Template', therapy_plan_template, 'linked_item')
+	price_list, price_list_currency = frappe.db.get_values('Price List', {'selling': 1}, ['name', 'currency'])[0]
+	args = {
+		'doctype': 'Sales Invoice',
+		'item_code': item,
+		'company': company,
+		'customer': si.customer,
+		'selling_price_list': price_list,
+		'price_list_currency': price_list_currency,
+		'plc_conversion_rate': 1.0,
+		'conversion_rate': 1.0
+	}
+
+	item_line = si.append('items', {})
+	item_details = get_item_details(args)
+	item_line.item_code = item
+	item_line.qty = 1
+	item_line.rate = item_details.price_list_rate
+	item_line.amount = flt(item_line.rate) * flt(item_line.qty)
+	item_line.reference_dt = 'Therapy Plan'
+	item_line.reference_dn = reference_name
+	item_line.description = item_details.description
+
+	si.set_missing_values(for_validate = True)
+	return si

erpnext/healthcare/doctype/therapy_plan/therapy_plan_dashboard.py

@@ -4,10 +4,18 @@
 def get_data():
 	return {
 		'fieldname': 'therapy_plan',
+		'non_standard_fieldnames': {
+			'Sales Invoice': 'reference_dn'
+		},
 		'transactions': [
 			{
 				'label': _('Therapy Sessions'),
 				'items': ['Therapy Session']
+			},
+			{
+				'label': _('Billing'),
+				'items': ['Sales Invoice']
 			}
-		]
+		],
+		'disable_create_buttons': ['Sales Invoice']
 	}

erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.json

@@ -35,7 +35,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2020-03-30 22:02:01.740109",
+ "modified": "2020-10-08 01:17:34.778028",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Therapy Plan Detail",

erpnext/healthcare/doctype/therapy_plan_template/test_therapy_plan_template.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+# import frappe
+import unittest
+
+class TestTherapyPlanTemplate(unittest.TestCase):
+	pass

erpnext/healthcare/doctype/therapy_plan_template/therapy_plan_template.js

@@ -0,0 +1,57 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Therapy Plan Template', {
+	refresh: function(frm) {
+		frm.set_query('therapy_type', 'therapy_types', () => {
+			return {
+				filters: {
+					'is_billable': 1
+				}
+			};
+		});
+	},
+
+	set_totals: function(frm) {
+		let total_sessions = 0;
+		let total_amount = 0.0;
+		frm.doc.therapy_types.forEach((d) => {
+			if (d.no_of_sessions) total_sessions += cint(d.no_of_sessions);
+			if (d.amount) total_amount += flt(d.amount);
+		});
+		frm.set_value('total_sessions', total_sessions);
+		frm.set_value('total_amount', total_amount);
+		frm.refresh_fields();
+	}
+});
+
+frappe.ui.form.on('Therapy Plan Template Detail', {
+	therapy_type: function(frm, cdt, cdn) {
+		let row = locals[cdt][cdn];
+		frappe.call('frappe.client.get', {
+			doctype: 'Therapy Type',
+			name: row.therapy_type
+		}).then((res) => {
+			row.rate = res.message.rate;
+			if (!row.no_of_sessions)
+				row.no_of_sessions = 1;
+			row.amount = flt(row.rate) * cint(row.no_of_sessions);
+			frm.refresh_field('therapy_types');
+			frm.trigger('set_totals');
+		});
+	},
+
+	no_of_sessions: function(frm, cdt, cdn) {
+		let row = locals[cdt][cdn];
+		row.amount = flt(row.rate) * cint(row.no_of_sessions);
+		frm.refresh_field('therapy_types');
+		frm.trigger('set_totals');
+	},
+
+	rate: function(frm, cdt, cdn) {
+		let row = locals[cdt][cdn];
+		row.amount = flt(row.rate) * cint(row.no_of_sessions);
+		frm.refresh_field('therapy_types');
+		frm.trigger('set_totals');
+	}
+});