///<summary>Creates micro-allocations intelligently based on most to least matching criteria of selected charges.</summary>
private string CreateTransfers(List <AccountEntry> listPosCharges, List <AccountEntry> listNegCharges, List <AccountEntry> listAccountEntries
, FamilyAccount famAccount, Payment payCur)
{
PaymentEdit.IncomeTransferData transferResults = new PaymentEdit.IncomeTransferData();
List <PayPlanCharge> listCredits = famAccount.Account.ListPayPlanCharges.FindAll(x => x.ChargeType == PayPlanChargeType.Credit);
string retVal = "";
transferResults = PaymentEdit.CreatePayplanLoop(listPosCharges, listNegCharges, listAccountEntries, payCur.PayNum, listCredits, datePicker.Value);
transferResults.MergeIncomeTransferData(PaymentEdit.CreateTransferLoop(listPosCharges, listNegCharges, listAccountEntries, payCur.PayNum
, listCredits, datePicker.Value, famAccount.Guarantor.PatNum));
famAccount.ListSplits.AddRange(transferResults.ListSplitsCur);
famAccount.ListSplitsAssociated.AddRange(transferResults.ListSplitsAssociated);
retVal += transferResults.SummaryText;
return(retVal);
}
public IActionResult Post([FromBody] FamilyAccount familyAccount)
{
OperationResult operationResult = new OperationResult();
string appointmentString = string.Empty;
FairfieldAllergeryRepository fairfieldAllergeryRepository = new FairfieldAllergeryRepository();
operationResult = fairfieldAllergeryRepository.AddFamilyAccount(familyAccount);
if (operationResult.Success)
{
return(Ok(new { status = "Success" }));
}
else
{
return(Ok(new { status = operationResult.ErrorMessage }));
}
}
///<summary>Fills the main grid. If reload Data is true, account data will be (re)fetched from the database.
///If false then data already in memory is used.</summary>
private void FillGridMain()
{
gridMain.BeginUpdate();
gridMain.ListGridColumns.Clear();
GridColumn col;
col = new GridColumn(Lan.g(this, "Name"), 240);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g(this, "Balance"), 100, GridSortingStrategy.AmountParse);
gridMain.ListGridColumns.Add(col);
gridMain.ListGridRows.Clear();
GridRow row;
PaymentEdit.ConstructResults results;
//Make a row for every guarantor that has family members with positive and negative balances.
List <long> listPatNumsForBatch = _dictCurrentFamilyBatch.Values.Select(x => x.ListFamilyMembers)
.SelectMany(y => y.Select(z => z.PatNum)).ToList();
List <PaySplit> listSplitsForBatch = PaySplits.GetForPats(listPatNumsForBatch);
List <ClaimProc> listClaimsPayAsTotalForBatch = ClaimProcs.GetByTotForPats(listPatNumsForBatch);
foreach (KeyValuePair <long, FamilyAccount> kvp in _dictCurrentFamilyBatch)
{
//Get all family members now so we cut down on memory used.
FamilyAccount famAccount = kvp.Value;
List <Patient> listPatients = famAccount.ListFamilyMembers;
List <long> listFamilyPatNums = listPatients.Select(x => x.PatNum).ToList();
long guarantorNum = kvp.Key;
List <PaySplit> listSplitsForPats = listSplitsForBatch.FindAll(x => x.PatNum.In(listFamilyPatNums));
long unallocatedTransferPayNum = PaymentEdit.CreateAndInsertUnallocatedPayment(listPatients.First(x => x.PatNum == guarantorNum));
if (!listSplitsForPats.IsNullOrEmpty())
{
PaymentEdit.IncomeTransferData txfrResults = PaymentEdit.TransferUnallocatedSplitToUnearned(listSplitsForPats, unallocatedTransferPayNum);
foreach (PaySplit split in txfrResults.ListSplitsCur)
{
split.PayNum = unallocatedTransferPayNum; //Set the PayNum because it was purposefully set to 0 above to save queries.
PaySplits.Insert(split); //Need to insert in a loop to get the PrimaryKey
}
foreach (PaySplits.PaySplitAssociated splitAssociated in txfrResults.ListSplitsAssociated)
{
if (splitAssociated.PaySplitLinked != null && splitAssociated.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(splitAssociated.PaySplitOrig.SplitNum, splitAssociated.PaySplitLinked.SplitNum);
}
}
}
List <ClaimProc> listClaimsAsTotalForPats = listClaimsPayAsTotalForBatch.FindAll(x => x.PatNum.In(listFamilyPatNums));
ClaimProcs.TransferClaimsAsTotalToProcedures(listPatients.Select(x => x.PatNum).ToList(), listClaimsAsTotalForPats);
results = PaymentEdit.ConstructAndLinkChargeCredits(listPatients.Select(x => x.PatNum).ToList(), guarantorNum, new List <PaySplit>(),
new Payment(), new List <AccountEntry>(), true);
famAccount.Account = results;
List <AccountEntry> listAccountEntries = results.ListAccountCharges;
//Get guarantor info and fill the row/grid
Patient guarantor = listPatients.FirstOrDefault(x => x.PatNum == guarantorNum);
row = new GridRow();
row.Cells.Add(guarantor.GetNameLFnoPref());
row.Cells.Add((listAccountEntries.Sum(x => x.AmountEnd)).ToString("f"));
row.Tag = famAccount; //Store relevant family info in the guarantor row.
row.DropDownInitiallyDown = false;
row.Bold = true; //Bold parent rows to show it is giving the family balance.
gridMain.ListGridRows.Add(row);
//Make child rows
foreach (Patient p in listPatients)
{
GridRow rowChild = new GridRow();
rowChild.Cells.Add(p.GetNameLFnoPref());
rowChild.Cells.Add(listAccountEntries.Where(x => x.PatNum == p.PatNum).Sum(x => x.AmountEnd).ToString("f"));
rowChild.DropDownParent = row;
gridMain.ListGridRows.Add(rowChild);
}
}
gridMain.EndUpdate();
gridMain.Update();
labelBatchCount.Text = $"Current batch: {_batchNum} Total batches: {_listBatches.Count()}";
//Invalidate and update the label to force it to be in sync with the progress bar that is on a separate thread.
labelBatchCount.Invalidate();
labelBatchCount.Update();
}
///<summary>Turns all entries in listCredits into Unallocated. Needs to be called for each family after creating transfers. </summary>
private string CreditsToUnallocated(List <AccountEntry> listCredits, FamilyAccount famAccount, Payment payCur)
{
List <PaySplit> listPaySplitsCreated = new List <PaySplit>();
string retVal = "";
//Loop through each family member as unallocated is by patient, so each family member needs their own paysplit.
foreach (Patient patCur in famAccount.ListFamilyMembers)
{
//Get all non-zero credits for this patient.
List <AccountEntry> listCreditsForPat = listCredits.FindAll(x => x.PatNum == patCur.PatNum && x.AmountEnd != 0);
//Skip this pat if there are no credits.
if (!listCreditsForPat.Any())
{
continue;
}
bool doInsertSplits = false;
//One large paysplit into unallocated
PaySplit splitUnallocated = new PaySplit();
splitUnallocated.DatePay = datePicker.Value;
splitUnallocated.PatNum = patCur.PatNum;
splitUnallocated.PayNum = payCur.PayNum;
splitUnallocated.ProvNum = 0;
splitUnallocated.ClinicNum = 0;
splitUnallocated.UnearnedType = PrefC.GetLong(PrefName.PrepaymentUnearnedType);
//create offsetting paysplits for each credit
double totalCreditAmount = 0;
foreach (AccountEntry credit in listCreditsForPat)
{
//Prevents us from spliting unearned into unearned, which would be a major problem.
if (credit.GetType() == typeof(PaySplit) && ((PaySplit)credit.Tag).UnearnedType != 0)
{
continue;
}
PaySplit splitCredit = new PaySplit();
splitCredit.DatePay = datePicker.Value;
splitCredit.PatNum = credit.PatNum;
splitCredit.PayNum = payCur.PayNum;
splitCredit.ProvNum = credit.ProvNum;
splitCredit.ClinicNum = credit.ClinicNum;
splitCredit.UnearnedType = 0;
splitCredit.ProcNum = credit.GetType() == typeof(PaySplit) ? ((PaySplit)credit.Tag).ProcNum : credit.GetType() == typeof(Adjustment) ? ((Adjustment)credit.Tag).ProcNum : 0;
splitCredit.AdjNum = credit.GetType() == typeof(Adjustment) ? credit.PriKey : 0; //Money may be coming from an adjustment.
//Since we're moving all credits to unallocated, we set the split amount to the balance.
splitCredit.SplitAmt = (double)credit.AmountEnd;
totalCreditAmount += splitCredit.SplitAmt;
credit.SplitCollection.Add(splitCredit);
listPaySplitsCreated.Add(splitCredit);
//A split for a credit was added, flag that we want to split to unearned.
doInsertSplits = true;
credit.AmountEnd = 0;
}
if (doInsertSplits)
{
splitUnallocated.SplitAmt = -totalCreditAmount; //Split is the opposite amount of the total of the other splits.
retVal += $"Total credits of {splitUnallocated.SplitAmt.ToString("f")} moved to unallocated for PatNum: {patCur.PatNum}\r\n";
listPaySplitsCreated.Add(splitUnallocated);
}
}
famAccount.ListSplits.AddRange(listPaySplitsCreated);
return(retVal);
}
public unsafe static void Main(string[] args)
{
FamilyAccount commetuveux = new FamilyAccount();
}