///<summary>Checks to see if the appointments provider has at least one mismatch provider on all the completed procedures attached to the appointment.
///If so, checks to see if the user has permission to edit a completed procedure. If the user does, then the user has the option to change the provider to match.</summary>
public static bool DoRemoveCompletedProcs(Appointment apt, List <Procedure> listProcsForAppt, bool checkForAllProcCompl = false)
{
if (listProcsForAppt.Count == 0)
{
return(false);
}
if (checkForAllProcCompl && (apt.AptStatus != ApptStatus.Complete || listProcsForAppt.All(x => x.ProcStatus == ProcStat.C)))
{
return(false);
}
List <Procedure> listCompletedProcWithDifferentProv = new List <Procedure>();
foreach (Procedure proc in listProcsForAppt)
{
if (proc.ProcStatus != ProcStat.C) //should all be complete already.
{
continue;
}
ProcedureCode procCode = ProcedureCodes.GetProcCode(proc.CodeNum);
long provNum = Procedures.GetProvNumFromAppointment(apt, proc, procCode);
if (provNum != proc.ProvNum)
{
listCompletedProcWithDifferentProv.Add(proc);
}
}
if (listCompletedProcWithDifferentProv.Count == 0)
{
return(false); //no completed procedures or prov changed.
}
List <PaySplit> listPaySplit = PaySplits.GetPaySplitsFromProcs(listCompletedProcWithDifferentProv.Select(x => x.ProcNum).ToList());
if (listPaySplit.Count > 0)
{
MsgBox.Show("Procedures", "The appointment provider does not match the provider on at least one completed procedure.\r\n"
+ "The procedure provider cannot be changed to match the appointment provider because the paysplit provider would no longer match. "
+ "Any change to the provider on the completed procedure(s) or paysplit(s) will have to be made manually.");
return(true); //paysplits exist on one of the completed procedures. Per Nathan, don't change the provider. User will need to change manually.
}
foreach (Procedure proc in listCompletedProcWithDifferentProv)
{
Permissions perm = Permissions.ProcComplEdit;
if (proc.ProcStatus.In(ProcStat.EC, ProcStat.EO))
{
perm = Permissions.ProcExistingEdit;
}
if (Security.IsGlobalDateLock(perm, proc.ProcDate))
{
return(true);
}
if (!Security.IsAuthorized(perm, proc.ProcDate, true, true))
{
MessageBox.Show(Lan.g("Procedures", "The appointment provider does not match the provider on at least one completed procedure.") + "\r\n"
+ Lans.g("Procedures", "Not authorized for") + ": " + GroupPermissions.GetDesc(perm) + "\r\n"
+ Lan.g("Procedures", "Any change to the provider on the completed procedure(s) will have to be made manually."));
return(true); //user does not have permission to change the provider. Don't change provider.
}
}
//The appointment is set complete, completed procedures exist, and provider does not match appointment.
//Ask if they would like to change the providers on the completed procedure to match the appointments provider
if (!MsgBox.Show("Procedures", MsgBoxButtons.YesNo, "The appointment provider does not match the provider on at least one completed procedure.\r\n"
+ "Change the provider on the completed procedure(s) to match the provider on the appointment?"))
{
return(true); //user does not want to change the providers
}
//user wants to change the provider on the completed procedure
return(false);
}
private void SetTextBoxes()
{
List <PayPlanEntry> listSelectedEntries = new List <PayPlanEntry>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++) //fill the list with all the selected items in the grid.
{
listSelectedEntries.Add((PayPlanEntry)(gridMain.Rows[gridMain.SelectedIndices[i]].Tag));
}
bool isUpdateButton = false; //keep track of the state of the button, if it is add or update.
if (listSelectedEntries.Count == 0) //if there are no entries selected
//button should say Add, textboxes should be editable. No attached procedure.
{
butAddOrUpdate.Text = Lan.g(this, "Add");
textAmt.Text = "";
textDate.Text = "";
textCode.Text = Lan.g(this, "None");
textNote.Text = "";
textAmt.ReadOnly = false;
textDate.ReadOnly = false;
textNote.ReadOnly = false;
}
else if (listSelectedEntries.Count == 1) //if there is one entry selected
{
PayPlanEntry selectedEntry = listSelectedEntries[0]; //all textboxes should be editable
textAmt.ReadOnly = false;
textDate.ReadOnly = false;
textNote.ReadOnly = false;
if (selectedEntry.IsChargeOrd) //if it's a PayPlanCharge
//button should say Update, text boxes should fill with info from that charge.
{
butAddOrUpdate.Text = Lan.g(this, "Update");
isUpdateButton = true;
textAmt.Text = selectedEntry.AmtStr;
textNote.Text = selectedEntry.NoteStr;
if (selectedEntry.ProcStatOrd == ProcStat.TP && selectedEntry.ProcNumOrd != 0) //if tp, grey out the date textbox. it should always be maxvalue.
//tp and procnum==0 means that it's the unattached row, in which case we don't want to make the text boxes ready-only.
{
textDate.ReadOnly = true;
textDate.Text = "";
}
else
{
textDate.Text = selectedEntry.CredDateStr;
}
if (selectedEntry.Proc == null) //selected charge could be unattached.
{
textCode.Text = Lan.g(this, "Unattached");
}
else
{
textCode.Text = ProcedureCodes.GetStringProcCode(selectedEntry.Proc.CodeNum);
}
}
else // selected line item is a procedure (or the "Unattached" entry)
//button should say "Add", text boxes should fill with info from that procedure (or "unattached").
{
butAddOrUpdate.Text = Lan.g(this, "Add");
if (selectedEntry.Proc == null)
{
textCode.Text = Lan.g(this, "Unattached");
textAmt.Text = "0.00";
textNote.Text = "";
textDate.Text = DateTimeOD.Today.ToShortDateString();
}
else //if it is a procedure (and not the "unattached" row)
{
List <PayPlanEntry> listEntriesForProc = _listPayPlanEntries
.Where(x => x.ProcNumOrd == selectedEntry.ProcNumOrd)
.Where(x => x.IsChargeOrd == true).ToList();
if (listEntriesForProc.Count == 0) //if there are no other charges attached to the procedure
{
textAmt.Text = selectedEntry.RemBefStr; //set textAmt to the value in RemBefore
}
else //if there are other charges attached, fill the amount textbox with the minimum value in the RemAftr column.
{
textAmt.Text = listEntriesForProc.Min(x => PIn.Double(x.RemAftStr)).ToString("f");
}
textDate.Text = DateTimeOD.Today.ToShortDateString();
textNote.Text = ProcedureCodes.GetStringProcCode(selectedEntry.Proc.CodeNum) + ": " + Procedures.GetDescription(selectedEntry.Proc);
textCode.Text = ProcedureCodes.GetStringProcCode(selectedEntry.Proc.CodeNum);
}
}
}
else if (listSelectedEntries.Count > 1) //if they selected multiple line items
//change the button to say "add"
//blank out and make read-only all text boxes.
{
butAddOrUpdate.Text = Lan.g(this, "Add");
textAmt.Text = "";
textDate.Text = "";
textNote.Text = "";
textCode.Text = Lan.g(this, "Multiple");
textAmt.ReadOnly = true;
textDate.ReadOnly = true;
textNote.ReadOnly = true;
}
if (listSelectedEntries.Any(x => Security.IsGlobalDateLock(Permissions.PayPlanEdit, x.DateOrd, true)))
{
if (isUpdateButton)
{
butAddOrUpdate.Enabled = false; //only disallow them from updating a tx credit, adding a new one is okay.
}
else
{
butAddOrUpdate.Enabled = true;
}
butDelete.Enabled = false;
}
else
{
butAddOrUpdate.Enabled = true;
butDelete.Enabled = true;
}
}
private void butAddOrUpdate_Click(object sender, EventArgs e)
{
List <PayPlanEntry> listSelectedEntries = new List <PayPlanEntry>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++) //add all of the currently selected entries to this list.
{
listSelectedEntries.Add((PayPlanEntry)(gridMain.Rows[gridMain.SelectedIndices[i]].Tag));
}
if (listSelectedEntries.Count <= 1) //validation (doesn't matter if multiple are selected)
{
if (String.IsNullOrEmpty(textAmt.Text) || textAmt.errorProvider1.GetError(textAmt) != "" || PIn.Double(textAmt.Text) == 0)
{
MsgBox.Show(this, "Please enter a valid amount.");
return;
}
if (textDate.Text != "" && textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please enter a valid date.");
return;
}
}
if (textDate.Text == "")
{
textDate.Text = DateTime.Today.ToShortDateString();
}
if (Security.IsGlobalDateLock(Permissions.PayPlanEdit, PIn.Date(textDate.Text)))
{
return;
}
if (listSelectedEntries.Count == 0) //if they have none selected
//add an unattached charge.
{
PayPlanCharge addCharge = new PayPlanCharge()
{
ChargeDate = PIn.Date(textDate.Text),
ChargeType = PayPlanChargeType.Credit,
Guarantor = _patCur.PatNum, //credits should always appear on the patient of the payment plan.
Note = PIn.String(textNote.Text),
PatNum = _patCur.PatNum,
PayPlanNum = _payPlanCur.PayPlanNum,
Principal = PIn.Double(textAmt.Text),
ProcNum = 0,
//provider/clinic will be set when the amortization schedule is saved. FormPayPlan.SaveData()
//ClinicNum=0,
//ProvNum=0,
};
ListPayPlanCreditsCur.Add(addCharge);
}
else if (listSelectedEntries.Count == 1) //if they have one selected
{
PayPlanEntry selectedEntry = listSelectedEntries[0];
if (selectedEntry.IsChargeOrd) //if it's a charge
//update the charge selected. get info from text boxes.
//DO NOT use PayPlanChargeNum. They are not pre-inserted so they will all be 0 if new.
{
PayPlanCharge selectedCharge = ((PayPlanEntry)(gridMain.Rows[gridMain.SelectedIndices[0]].Tag)).Charge;
selectedCharge.Principal = PIn.Double(textAmt.Text);
selectedCharge.Note = PIn.String(textNote.Text);
if (selectedEntry.ProcStatOrd == ProcStat.TP && selectedEntry.ProcNumOrd != 0) //if it's treatment planned, save the date as maxvalue so it will not show up in the ledger.
//if it doesn't have a procnum, then we are editing an unattached row.
{
selectedCharge.ChargeDate = DateTime.MaxValue;
}
else
{
selectedCharge.ChargeDate = PIn.Date(textDate.Text);
}
}
else //if it's a procedure
//add a charge for the selected procedure. get info from text boxes.
{
PayPlanCharge addCharge = new PayPlanCharge();
if (selectedEntry.ProcStatOrd == ProcStat.TP && selectedEntry.ProcNumOrd != 0) //If tp, maxvalue.
//if procnum == 0, it's unattached.
{
addCharge.ChargeDate = DateTime.MaxValue;
}
else
{
addCharge.ChargeDate = PIn.Date(textDate.Text);
}
addCharge.ChargeType = PayPlanChargeType.Credit;
addCharge.Guarantor = _patCur.PatNum; //credits should always appear on the patient of the payment plan.
addCharge.Note = PIn.String(textNote.Text);
addCharge.PatNum = _patCur.PatNum;
addCharge.PayPlanNum = _payPlanCur.PayPlanNum;
addCharge.Principal = PIn.Double(textAmt.Text);
addCharge.ProcNum = selectedEntry.ProcNumOrd;
//provider/clinic will be set when the amortization schedule is saved. FormPayPlan.SaveData()
//ClinicNum=0,
//ProvNum=0,
ListPayPlanCreditsCur.Add(addCharge);
}
}
else if (listSelectedEntries.Count > 1) //if they have more than one entry selected
//remove everythig that doesn't have a procnum from the list
{
List <PayPlanEntry> listSelectedProcs = listSelectedEntries.Where(x => !x.IsChargeOrd).Where(x => x.Proc != null).ToList();
if (listSelectedEntries.Count == 0) //if the list is then empty, there's nothing to do.
{
MsgBox.Show(this, "You must have at least one procedure selected.");
return;
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Add a payment plan credit for each of the selected procedure's remaining amount? Selected credits will be ignored."))
{
return;
}
//add a charge for every selected procedure for the amount remaining.
//don't allow adding $0.00 credits.
foreach (PayPlanEntry entryProcCur in listSelectedProcs)
{
List <PayPlanEntry> listEntriesForProc = _listPayPlanEntries
.Where(x => x.ProcNumOrd == entryProcCur.ProcNumOrd)
.Where(x => x.IsChargeOrd == true).ToList();
PayPlanCharge addCharge = new PayPlanCharge();
if (entryProcCur.ProcStatOrd == ProcStat.TP) //If tp, maxvalue.
{
addCharge.ChargeDate = DateTime.MaxValue;
}
else
{
addCharge.ChargeDate = DateTimeOD.Today;
}
addCharge.ChargeType = PayPlanChargeType.Credit;
addCharge.Guarantor = _patCur.PatNum; //credits should always appear on the patient of the payment plan.
addCharge.Note = ProcedureCodes.GetStringProcCode(entryProcCur.Proc.CodeNum) + ": " + Procedures.GetDescription(entryProcCur.Proc);
addCharge.PatNum = _patCur.PatNum;
addCharge.PayPlanNum = _payPlanCur.PayPlanNum;
addCharge.Principal = PIn.Double(entryProcCur.RemBefStr);
if (listEntriesForProc.Count != 0)
{
addCharge.Principal = listEntriesForProc.Min(x => PIn.Double(x.RemAftStr));
}
addCharge.ProcNum = entryProcCur.ProcNumOrd;
//provider/clinic will be set when the amortization schedule is saved. FormPayPlan.SaveData()
//ClinicNum=0,
//ProvNum=0,
if (addCharge.Principal > 0)
{
ListPayPlanCreditsCur.Add(addCharge);
}
}
}
textAmt.Text = "";
textDate.Text = "";
textNote.Text = "";
FillGrid();
SetTextBoxes();
}
private void butAddOrUpdate_Click(object sender, EventArgs e)
{
List <PayPlanEdit.PayPlanEntry> listSelectedEntries = new List <PayPlanEdit.PayPlanEntry>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++) //add all of the currently selected entries to this list.
{
listSelectedEntries.Add((PayPlanEdit.PayPlanEntry)(gridMain.ListGridRows[gridMain.SelectedIndices[i]].Tag));
}
if (listSelectedEntries.Count <= 1) //validation (doesn't matter if multiple are selected)
{
if (string.IsNullOrEmpty(textAmt.Text) || textAmt.errorProvider1.GetError(textAmt) != "" || PIn.Double(textAmt.Text) == 0)
{
MsgBox.Show(this, "Please enter a valid amount.");
return;
}
if (textDate.Text != "" && textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please enter a valid date.");
return;
}
}
if (textDate.Text == "")
{
textDate.Text = DateTime.Today.ToShortDateString();
}
if (Security.IsGlobalDateLock(Permissions.PayPlanEdit, PIn.Date(textDate.Text)))
{
return;
}
if (listSelectedEntries.Count == 0)
{
if (PrefC.GetInt(PrefName.RigorousAccounting) == (int)RigorousAccounting.EnforceFully) //if they have none selected
{
MsgBox.Show(this, "All treatment credits (excluding adjustments) must have a procedure.");
return;
}
//add an unattached charge only if not on enforce fully
PayPlanCharge addCharge = PayPlanEdit.CreateUnattachedCredit(textDate.Text, _patCur.PatNum, textNote.Text, _payPlanCur.PayPlanNum,
PIn.Double(textAmt.Text));
ListPayPlanCreditsCur.Add(addCharge);
}
else if (listSelectedEntries.Count == 1) //if they have one selected
{
PayPlanEdit.PayPlanEntry selectedEntry = listSelectedEntries[0];
if (selectedEntry.Proc != null && _listPayPlanLinksForProcs.Select(x => x.FKey).Contains(selectedEntry.Proc.ProcNum))
{
MsgBox.Show(this, "This procedure is already linked to a dynamic payment plan.");
return;
}
if (PrefC.GetInt(PrefName.RigorousAccounting) == (int)RigorousAccounting.EnforceFully)
{
if ((selectedEntry.Proc == null || selectedEntry.Proc.ProcNum == 0) &&
!(selectedEntry.Charge != null && selectedEntry.Charge.IsCreditAdjustment))
{
MsgBox.Show(this, "All treatment credits (excluding adjustments) must have a procedure.");
return;
}
}
PayPlanCharge selectedCharge = new PayPlanCharge();
if (selectedEntry.IsChargeOrd)
{
//get the charge from the grid.
//DO NOT use PayPlanChargeNum. They are not pre-inserted so they will all be 0 if new.
selectedCharge = ((PayPlanEdit.PayPlanEntry)(gridMain.ListGridRows[gridMain.SelectedIndices[0]].Tag)).Charge;
}
ListPayPlanCreditsCur = PayPlanEdit.CreateOrUpdateChargeForSelectedEntry(selectedEntry, ListPayPlanCreditsCur, PIn.Double(textAmt.Text), textNote.Text, textDate.Text
, _patCur.PatNum, _payPlanCur.PayPlanNum, selectedCharge);
}
else if (listSelectedEntries.Count > 1) //if they have more than one entry selected
//remove everythig that doesn't have a procnum from the list
{
List <PayPlanEdit.PayPlanEntry> listSelectedProcs = listSelectedEntries.Where(x => !x.IsChargeOrd).Where(x => x.Proc != null).ToList();
if (listSelectedEntries.Count == 0) //if the list is then empty, there's nothing to do.
{
MsgBox.Show(this, "You must have at least one procedure selected.");
return;
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Add a payment plan credit for each of the selected procedure's remaining amount? Selected credits will be ignored."))
{
return;
}
List <PayPlanEdit.PayPlanEntry> listValidSelectedProcs =
listSelectedProcs.FindAll(x => !_listPayPlanLinksForProcs.Select(y => y.FKey).Contains(x.Proc.ProcNum));
int countProcsSkipped = listSelectedProcs.Count - listValidSelectedProcs.Count;
ListPayPlanCreditsCur = PayPlanEdit.CreateCreditsForAllSelectedEntries(listValidSelectedProcs, _listPayPlanEntries, DateTimeOD.Today
, _patCur.PatNum, _payPlanCur.PayPlanNum, ListPayPlanCreditsCur);
if (countProcsSkipped > 0)
{
MsgBox.Show(this, "Credits were not made for " + countProcsSkipped + " procedure(s) because they are linked to one or more dynamic payment plans.");
}
}
textAmt.Text = "";
textDate.Text = "";
textNote.Text = "";
FillGrid();
SetTextBoxes();
}