///<summary>Creates and inserts a discount adjustment for the passed in procedure. Used by prepayment tool.</summary>
public static void CreateDiscountAdjustment(Procedure proc, double discountPercentage, long adjType)
{
Adjustment adj = new Adjustment {
DateEntry = DateTime.Today,
AdjDate = DateTime.Today,
ProcDate = proc.ProcDate,
ProvNum = proc.ProvNum,
ProcNum = proc.ProcNum,
ClinicNum = proc.ClinicNum,
PatNum = proc.PatNum,
AdjType = adjType,
AdjAmt = -(proc.ProcFee * discountPercentage) //Flip the sign to make it a negative adjustment.
};
Adjustments.Insert(adj);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adj);
}
///<summary>Creates a new discount adjustment for the given procedure.</summary>
public static void CreateAdjustmentForDiscount(Procedure procedure)
{
//No need to check RemotingRole; no call to db.
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.DateEntry = DateTime.Today;
AdjustmentCur.AdjDate = DateTime.Today;
AdjustmentCur.ProcDate = procedure.ProcDate;
AdjustmentCur.ProvNum = procedure.ProvNum;
AdjustmentCur.PatNum = procedure.PatNum;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.TreatPlanDiscountAdjustmentType);
AdjustmentCur.ClinicNum = procedure.ClinicNum;
AdjustmentCur.AdjAmt = -procedure.Discount; //Discount must be negative here.
AdjustmentCur.ProcNum = procedure.ProcNum;
Insert(AdjustmentCur);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(AdjustmentCur);
}
public static void CreateSalesTaxRefundIfNeeded(Procedure procedure, Adjustment adjustmentExistingLocked)
{
Adjustment adjustmentSalesTaxReturn = new Adjustment();
adjustmentSalesTaxReturn.DateEntry = DateTime.Today;
adjustmentSalesTaxReturn.AdjDate = DateTime.Today;
adjustmentSalesTaxReturn.ProcDate = procedure.ProcDate;
adjustmentSalesTaxReturn.ProvNum = procedure.ProvNum;
adjustmentSalesTaxReturn.PatNum = procedure.PatNum;
adjustmentSalesTaxReturn.AdjType = AvaTax.SalesTaxReturnAdjType;
adjustmentSalesTaxReturn.ClinicNum = procedure.ClinicNum;
adjustmentSalesTaxReturn.ProcNum = procedure.ProcNum;
if (AvaTax.DoCreateReturnAdjustment(procedure, adjustmentExistingLocked, adjustmentSalesTaxReturn))
{
Insert(adjustmentSalesTaxReturn);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adjustmentSalesTaxReturn);
}
}
///<summary>Creates a new discount adjustment for the given procedure using the discount plan fee.</summary>
public static void CreateAdjustmentForDiscountPlan(Procedure procedure)
{
//No need to check RemotingRole; no call to db.
DiscountPlan discountPlan = DiscountPlans.GetPlan(Patients.GetPat(procedure.PatNum).DiscountPlanNum);
if (discountPlan == null)
{
return; //No discount plan.
}
//Figure out how much the patient saved and make an adjustment for the difference so that the office find how much money they wrote off.
double discountAmt = Fees.GetAmount(procedure.CodeNum, discountPlan.FeeSchedNum, procedure.ClinicNum, procedure.ProvNum);
if (discountAmt == -1)
{
return; //No fee entered, don't make adjustment.
}
double adjAmt = procedure.ProcFee - discountAmt;
if (adjAmt <= 0)
{
return; //We do not need to create adjustments for 0 dollars.
}
Adjustment adjustmentCur = new Adjustment();
adjustmentCur.DateEntry = DateTime.Today;
adjustmentCur.AdjDate = DateTime.Today;
adjustmentCur.ProcDate = procedure.ProcDate;
adjustmentCur.ProvNum = procedure.ProvNum;
adjustmentCur.PatNum = procedure.PatNum;
adjustmentCur.AdjType = discountPlan.DefNum;
adjustmentCur.ClinicNum = procedure.ClinicNum;
adjustmentCur.AdjAmt = (-adjAmt);
adjustmentCur.ProcNum = procedure.ProcNum;
Insert(adjustmentCur);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, procedure.PatNum, "Adjustment made for discount plan: " + adjustmentCur.AdjAmt.ToString("f"));
}
///<summary>(HQ Only) Automatically creates or updates a sales tax adjustment for the passted in procedure. If an adjustment is passed in, we go
///ahead and update that adjustment, otherwise we check if there is already a sales tax adjustment for the given procedure and if not, we create
///a new one. Pass in false to doCalcTax if we have already called the AvaTax API to get the tax estimate recently to avoid redundant calls
///(currently only pre-payments uses this flag).
///isRepeatCharge indicates if the adjustment is being inserted by the repeat charge tool, currently only used to supress error messages
///in the Avatax API.</summary>
public static void CreateOrUpdateSalesTaxIfNeeded(Procedure procedure, Adjustment salesTaxAdj = null, bool doCalcTax = true, bool isRepeatCharge = false)
{
if (!AvaTax.DoSendProcToAvalara(procedure, isRepeatCharge)) //tests isHQ
{
return;
}
//Check for middle tier as crud is called below
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), procedure, salesTaxAdj, doCalcTax, isRepeatCharge);
return;
}
if (salesTaxAdj == null)
{
salesTaxAdj = Adjustments.GetSalesTaxForProc(procedure.ProcNum);
}
//If we didn't find any existing adjustments to modify, create an adjustment instead
if (salesTaxAdj == null)
{
salesTaxAdj = new Adjustment();
salesTaxAdj.DateEntry = DateTime.Today;
salesTaxAdj.AdjDate = procedure.ProcDate;
salesTaxAdj.ProcDate = procedure.ProcDate;
salesTaxAdj.ProvNum = procedure.ProvNum;
salesTaxAdj.PatNum = procedure.PatNum;
salesTaxAdj.AdjType = AvaTax.SalesTaxAdjType;
salesTaxAdj.ClinicNum = procedure.ClinicNum;
salesTaxAdj.ProcNum = procedure.ProcNum;
}
//if the sales tax adjustment is locked, create a sales tax refund adjustment instead
if (procedure.ProcDate <= AvaTax.TaxLockDate)
{
CreateSalesTaxRefundIfNeeded(procedure, salesTaxAdj);
return;
}
if (!doCalcTax) //Should only ever happen for pre-payments, where we've already called the api to get the tax amount
{
salesTaxAdj.AdjAmt = procedure.TaxAmt;
Insert(salesTaxAdj);
}
else if (AvaTax.DidUpdateAdjustment(procedure, salesTaxAdj))
{
string note = DateTime.Now.ToShortDateString() + " " + DateTime.Now.ToShortTimeString() + ": Tax amount changed from $" + procedure.TaxAmt.ToString("f2") + " to $" + salesTaxAdj.AdjAmt.ToString("f2");
if (!(procedure.TaxAmt - salesTaxAdj.AdjAmt).IsZero())
{
procedure.TaxAmt = salesTaxAdj.AdjAmt;
Crud.ProcedureCrud.Update(procedure);
}
if (salesTaxAdj.AdjNum == 0)
{
//The only way to get salesTaxAdj.AdjAmt=0 when AvaTax.DidUpdateAdjustment() returns true is if there was an error.
if (isRepeatCharge && salesTaxAdj.AdjAmt == 0) //this is an error; we would normally not save a new adjustment with amt $0
{
throw new ODException("Encountered an error communicating with AvaTax. Skip for repeating charges only. " + salesTaxAdj.AdjNote);
}
Insert(salesTaxAdj); //This could be an error or a new adjustment/repeating charge, either way we want to insert
}
else //updating an existing adjustment. We don't need to check isRepeatCharge because of
{
if (!string.IsNullOrWhiteSpace(salesTaxAdj.AdjNote))
{
salesTaxAdj.AdjNote += Environment.NewLine;
}
salesTaxAdj.AdjNote += note; //If we are updating this adjustment, leave a note indicating what changed
Update(salesTaxAdj);
}
}
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(salesTaxAdj);
}
