Data points for patient level report builder

care/emr/api/viewsets/invoice.py

@@ -45,7 +45,6 @@ class InvoiceFilters(filters.FilterSet):
     status = filters.CharFilter(lookup_expr="iexact")
     title = filters.CharFilter(lookup_expr="icontains")
     account = filters.UUIDFilter(field_name="account__external_id")
-    encounter = filters.UUIDFilter(field_name="encounter__external_id")
     patient = filters.UUIDFilter(field_name="patient__external_id")
     number = filters.CharFilter(lookup_expr="icontains")
     locked = filters.BooleanFilter()

care/emr/reports/authorizers/__init__.py

@@ -1,12 +1,18 @@
 from . import discharge_summary
+from .account import AccountReportAuthorizer
 from .base import BaseReportAuthorizer
-from .discharge_summary import DischargeSummaryReportAuthorizer
+from .discharge_summary import (
+    DischargeSummaryReportAuthorizer,
+)
 from .encounter import EncounterReportAuthorizer
+from .patient import PatientReportAuthorizer
 from .utils import report_authorizer
 
 __all__ = [
+    "AccountReportAuthorizer",
     "BaseReportAuthorizer",
     "DischargeSummaryReportAuthorizer",
     "EncounterReportAuthorizer",
+    "PatientReportAuthorizer",
     "report_authorizer",
 ]

care/emr/reports/authorizers/account.py

@@ -0,0 +1,18 @@
+from care.emr.models.account import Account
+from care.emr.reports.authorizers.base import BaseReportAuthorizer
+from care.security.authorization.base import AuthorizationController
+from care.utils.shortcuts import get_object_or_404
+
+
+class AccountReportAuthorizer(BaseReportAuthorizer):
+    def authorize_read(self, user, associating_id: str) -> bool:
+        account_obj = get_object_or_404(Account, external_id=associating_id)
+        return AuthorizationController.call(
+            "can_read_account_in_facility", user, account_obj
+        )
+
+    def authorize_write(self, user, associating_id: str) -> bool:
+        account_obj = get_object_or_404(Account, external_id=associating_id)
+        return AuthorizationController.call(
+            "can_update_account_in_facility", user, account_obj
+        )

care/emr/reports/authorizers/patient.py

@@ -0,0 +1,14 @@
+from care.emr.models.patient import Patient
+from care.emr.reports.authorizers.base import BaseReportAuthorizer
+from care.security.authorization import AuthorizationController
+from care.utils.shortcuts import get_object_or_404
+
+
+class PatientReportAuthorizer(BaseReportAuthorizer):
+    def authorize_read(self, user, associating_id: str) -> bool:
+        patient_obj = get_object_or_404(Patient, external_id=associating_id)
+        return AuthorizationController.call("can_view_clinical_data", user, patient_obj)
+
+    def authorize_write(self, user, associating_id: str) -> bool:
+        patient_obj = get_object_or_404(Patient, external_id=associating_id)
+        return AuthorizationController.call("can_write_patient_obj", user, patient_obj)

care/emr/reports/context_builder/__init__.py

@@ -1 +1,3 @@
 from .data_points.encounter import *  # noqa F403
+from .data_points.patient import *  # noqa F403
+from .data_points.account import *  # noqa F403

care/emr/reports/context_builder/data_points/account.py

@@ -0,0 +1,137 @@
+from care.emr.models.account import Account
+from care.emr.reports.context_builder.data_point_registry import DataPointRegistry
+from care.emr.reports.context_builder.data_points.base import (
+    Field,
+    SingleObjectContextBuilder,
+)
+from care.emr.reports.context_builder.data_points.charge_items import (
+    AccountChargeItemContextBuilder,
+)
+from care.emr.reports.context_builder.data_points.invoice import (
+    AccountInvoiceContextBuilder,
+)
+from care.emr.reports.context_builder.data_points.monetary_component import (
+    MonetaryComponentContextBuilder,
+)
+from care.emr.reports.context_builder.data_points.payment_reconciliation import (
+    PaymentReconciliationContextBuilder,
+)
+
+STATUS_DISPLAY = {
+    "active": "Active",
+    "inactive": "Inactive",
+    "entered_in_error": "Entered in Error",
+    "on_hold": "On Hold",
+}
+BILLING_STATUS_DISPLAY = {
+    "open": "Open",
+    "carecomplete_notbilled": "CareComplete Not Billed",
+    "billing": "Billing",
+    "closed_baddebt": "Closed Bad Debt",
+    "closed_voided": "Closed Voided",
+    "closed_completed": "Closed Completed",
+    "closed_combined": "Closed Combined",
+}
+
+
+class BaseAccountContextBuilder(SingleObjectContextBuilder):
+    name = Field(
+        display="Account Title",
+        preview_value="General Checkup Account",
+        description="Title of the account",
+    )
+    status = Field(
+        display="Account Status",
+        preview_value="Active",
+        mapping=lambda a: STATUS_DISPLAY.get(a.status, a.status.title())
+        if a.status
+        else "",
+        description="Current status of the account",
+    )
+    billing_status = Field(
+        display="Account Billing Status",
+        preview_value="Billed",
+        mapping=lambda a: BILLING_STATUS_DISPLAY.get(
+            a.billing_status, a.billing_status.title()
+        )
+        if a.billing_status
+        else "",
+        description="Billing status of the account",
+    )
+    description = Field(
+        display="Account Description",
+        preview_value="Account for general health checkup",
+        description="Detailed description of the account",
+    )
+    total_net = Field(
+        display="Total Net Amount",
+        preview_value="150.00",
+        description="Total net amount for the account",
+    )
+    total_gross = Field(
+        display="Total Gross Amount",
+        preview_value="180.00",
+        description="Total gross amount for the account",
+    )
+    total_paid = Field(
+        display="Total Paid Amount",
+        preview_value="100.00",
+        description="Total amount paid towards the account",
+    )
+    total_balance = Field(
+        display="Total Balance Amount",
+        preview_value="80.00",
+        description="Total balance amount remaining for the account",
+    )
+    total_price_components = Field(
+        display="Total Price Components",
+        preview_value="",
+        target_context=MonetaryComponentContextBuilder,
+        description="Breakdown of total price components for the account",
+    )
+    invoices = Field(
+        display="Associated Invoices",
+        preview_value="",
+        target_context=AccountInvoiceContextBuilder,
+        description="Invoices linked to the account",
+    )
+    charge_items = Field(
+        display="Billable Charge Items",
+        preview_value="",
+        target_context=AccountChargeItemContextBuilder,
+        description="Chargeable items associated with the account",
+    )
+    payment_reconciliations = Field(
+        display="Payment Reconciliations",
+        preview_value="",
+        target_context=PaymentReconciliationContextBuilder,
+        description="Payment reconciliations for the account",
+    )
+    created_date = Field(
+        display="Account Created Date",
+        preview_value="2023-01-15T10:30:00Z",
+        description="Date when the account was created",
+    )
+    calculated_at = Field(
+        display="Account Calculated At",
+        preview_value="2023-01-20T15:45:00Z",
+        description="Date when the account totals were last calculated",
+    )
+
+
+class PatientAccountContextBuilder(BaseAccountContextBuilder):
+    def get_context(self):
+        accounts = Account.objects.filter(patient=self.parent_context)
+        return accounts.first()
+
+
+class AccountContextBuilder(BaseAccountContextBuilder):
+    standalone_context = True
+    __slug__ = "account_base"
+    __associating_model__ = Account
+    __display_name__ = "Account Report"
+    __description__ = "Report context for account-based reports"
+    context_key = "account"
+
+
+DataPointRegistry.register(AccountContextBuilder)

care/emr/reports/context_builder/data_points/charge_items.py

@@ -0,0 +1,100 @@
+from django_filters import rest_framework as filters
+
+from care.emr.models.charge_item import ChargeItem
+from care.emr.reports.context_builder.data_points.base import (
+    Field,
+    QuerysetContextBuilder,
+)
+from care.emr.reports.context_builder.data_points.monetary_component import (
+    MonetaryComponentContextBuilder,
+    UnitPriceMonetaryComponentContextBuilder,
+)
+
+CHARGE_ITEM_RESOURCE_DISPLAY = {
+    "service_request": "Service Request",
+    "medication_dispense": "Medication Dispense",
+    "appointment": "Appointment",
+    "bed_association": "Bed Association",
+}
+CHARGE_ITEM_STATUS_DISPLAY = {
+    "planned": "Planned",
+    "billable": "Billable",
+    "not_billable": "Not Billable",
+    "aborted": "Aborted",
+    "billed": "Billed",
+    "paid": "Paid",
+    "entered_in_error": "Entered in Error",
+}
+
+
+class ChargeItemReportFilter(filters.FilterSet):
+    status = filters.CharFilter(lookup_expr="iexact")
+    title = filters.CharFilter(lookup_expr="icontains")
+    service_resource = filters.CharFilter(lookup_expr="icontains")
+
+
+class ChargeItemContextBuilder(QuerysetContextBuilder):
+    filterset_class = ChargeItemReportFilter
+    __filterset_backends__ = [filters.DjangoFilterBackend]
+
+    title = Field(
+        display="Charge Item Title",
+        preview_value="General Consultation",
+        description="Title of the charge item",
+    )
+    status = Field(
+        display="Charge Item Status",
+        preview_value="Active",
+        mapping=lambda ci: CHARGE_ITEM_STATUS_DISPLAY.get(
+            ci.status, ci.status.replace("_", " ").title()
+        )
+        if ci.status
+        else "",
+        description="Current status of the charge item",
+    )
+    service_resource = Field(
+        display="Service Resource",
+        preview_value="Consultation Service",
+        mapping=lambda ci: CHARGE_ITEM_RESOURCE_DISPLAY.get(
+            ci.service_resource, ci.service_resource.replace("_", " ").title()
+        )
+        if ci.service_resource
+        else "",
+        description="Service resource associated with the charge item",
+    )
+    quantity = Field(
+        display="Quantity",
+        preview_value="5",
+        description="Quantity of the charge item",
+    )
+    unit_price_components = Field(
+        display="Unit Price Components",
+        preview_value="",
+        target_context=UnitPriceMonetaryComponentContextBuilder,
+        description="Unit price components of the charge item",
+    )
+    total_price = Field(
+        display="Total Price",
+        preview_value="100.00",
+        description="Total price of the charge item",
+    )
+    total_price_components = Field(
+        display="Total Price Components",
+        preview_value="",
+        target_context=MonetaryComponentContextBuilder,
+        description="Breakdown of total price components of the charge item",
+    )
+
+    paid_on = Field(
+        display="Paid On",
+        preview_value="2024-01-15T10:30:00Z",
+        description="Date and time when the charge item was paid",
+    )
+
+    def get_context(self):
+        return ChargeItem.objects.filter(patient=self.parent_context)
+
+
+class AccountChargeItemContextBuilder(ChargeItemContextBuilder):
+    def get_context(self):
+        return ChargeItem.objects.filter(account=self.parent_context)

care/emr/reports/context_builder/data_points/invoice.py

@@ -0,0 +1,72 @@
+from django_filters import rest_framework as filters
+
+from care.emr.models.invoice import Invoice
+from care.emr.reports.context_builder.data_points.base import (
+    Field,
+    QuerysetContextBuilder,
+)
+from care.emr.reports.context_builder.data_points.monetary_component import (
+    MonetaryComponentContextBuilder,
+)
+
+STATUS_DISPLAY = {
+    "draft": "Draft",
+    "issued": "Issued",
+    "balanced": "Balanced",
+    "cancelled": "Cancelled",
+    "entered_in_error": "Entered in Error",
+}
+
+
+class InvoiceReportFilter(filters.FilterSet):
+    status = filters.CharFilter(lookup_expr="iexact")
+    title = filters.CharFilter(lookup_expr="icontains")
+    number = filters.CharFilter(lookup_expr="icontains")
+
+
+class InvoiceContextBuilder(QuerysetContextBuilder):
+    filterset_class = InvoiceReportFilter
+    __filterset_backends__ = [filters.DjangoFilterBackend]
+
+    title = Field(
+        display="Invoice Title",
+        preview_value="Medical Services Invoice",
+        description="Title of the invoice",
+    )
+    status = Field(
+        display="Invoice Status",
+        preview_value="Issued",
+        mapping=lambda i: STATUS_DISPLAY.get(i.status, i.status.title())
+        if i.status
+        else "",
+        description="Current status of the invoice",
+    )
+    number = Field(
+        display="Invoice Number",
+        preview_value="INV-1001",
+        description="Unique number of the invoice",
+    )
+    total_net = Field(
+        display="Total Net Amount",
+        preview_value="150.00",
+        description="Total net amount of the invoice",
+    )
+    total_gross = Field(
+        display="Total Gross Amount",
+        preview_value="180.00",
+        description="Total gross amount of the invoice",
+    )
+    total_price_components = Field(
+        display="Total Price Components",
+        preview_value="",
+        target_context=MonetaryComponentContextBuilder,
+        description="Breakdown of total price components of the invoice",
+    )
+
+    def get_context(self):
+        return Invoice.objects.filter(patient=self.parent_context)
+
+
+class AccountInvoiceContextBuilder(InvoiceContextBuilder):
+    def get_context(self):
+        return Invoice.objects.filter(account=self.parent_context)