private void butOK_Click(object sender, System.EventArgs e)
{
bool isDiscountPlanAdj = (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp");
if (textAdjDate.errorProvider1.GetError(textAdjDate) != "" ||
textProcDate.errorProvider1.GetError(textProcDate) != "" ||
textAmount.errorProvider1.GetError(textAmount) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (PIn.Date(textAdjDate.Text).Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustment date can not be in the future.");
return;
}
if (textAmount.Text == "")
{
MessageBox.Show(Lan.g(this, "Please enter an amount."));
return;
}
if (!isDiscountPlanAdj && listTypeNeg.SelectedIndex == -1 && listTypePos.SelectedIndex == -1)
{
MsgBox.Show(this, "Please select a type first.");
return;
}
if (IsNew && AvaTax.IsEnabled() && listTypePos.SelectedIndex > -1 &&
(_listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxAdjType || _listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
return;
}
if (PrefC.GetInt(PrefName.RigorousAdjustments) == 0 && _adjustmentCur.ProcNum == 0)
{
MsgBox.Show(this, "You must attach a procedure to the adjustment.");
return;
}
if (_adjRemAmt < 0)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
}
bool changeAdjSplit = false;
List <PaySplit> listPaySplitsForAdjust = new List <PaySplit>();
if (IsNew)
{
//prevents backdating of initial adjustment
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, PIn.Date(textAdjDate.Text), true)) //Give message later.
{
if (!_checkZeroAmount) //Let user create as long as Amount is zero and has edit zero permissions. This was checked on load.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
return;
}
}
}
else
{
//Editing an old entry will already be blocked if the date was too old, and user will not be able to click OK button
//This catches it if user changed the date to be older.
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, PIn.Date(textAdjDate.Text)))
{
return;
}
if (_adjustmentCur.ProvNum != comboProv.GetSelectedProvNum())
{
listPaySplitsForAdjust = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
foreach (PaySplit paySplit in listPaySplitsForAdjust)
{
if (!Security.IsAuthorized(Permissions.PaymentEdit, Payments.GetPayment(paySplit.PayNum).PayDate))
{
return;
}
if (comboProv.GetSelectedProvNum() != paySplit.ProvNum && PrefC.GetInt(PrefName.RigorousAccounting) == (int)RigorousAdjustments.EnforceFully)
{
changeAdjSplit = true;
break;
}
}
if (changeAdjSplit &&
!MsgBox.Show(this, MsgBoxButtons.OKCancel, "The provider for the associated payment splits will be changed to match the provider on the "
+ "adjustment."))
{
return;
}
}
}
//DateEntry not allowed to change
DateTime datePreviousChange = _adjustmentCur.SecDateTEdit;
_adjustmentCur.AdjDate = PIn.Date(textAdjDate.Text);
_adjustmentCur.ProcDate = PIn.Date(textProcDate.Text);
_adjustmentCur.ProvNum = comboProv.GetSelectedProvNum();
_adjustmentCur.ClinicNum = comboClinic.SelectedClinicNum;
if (listTypePos.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjPosCats[listTypePos.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = PIn.Double(textAmount.Text);
}
if (listTypeNeg.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjNegCats[listTypeNeg.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (isDiscountPlanAdj)
{
//AdjustmentCur.AdjType is already set to a "discount plan" adj type.
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (_checkZeroAmount && _adjustmentCur.AdjAmt != 0)
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
_adjustmentCur.AdjNote = textNote.Text;
try{
if (IsNew)
{
Adjustments.Insert(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, _adjustmentCur.PatNum,
_patCur.GetNameLF() + ", "
+ _adjustmentCur.AdjAmt.ToString("c"));
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(_adjustmentCur, _isTsiAdj);
}
else
{
Adjustments.Update(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, _adjustmentCur.PatNum, _patCur.GetNameLF() + ", " + _adjustmentCur.AdjAmt.ToString("c"), 0
, datePreviousChange);
}
}
catch (Exception ex) { //even though it doesn't currently throw any exceptions
MessageBox.Show(ex.Message);
return;
}
if (changeAdjSplit)
{
PaySplits.UpdateProvForAdjust(_adjustmentCur, listPaySplitsForAdjust);
}
DialogResult = DialogResult.OK;
}
private void butRefresh_Click(object sender, EventArgs e)
{
_listTsiTransLogsAll = TsiTransLogs.GetAll();
FillGrid();
}
///<summary>Return a list of filtered indexes relative to the index in _listTsiTransLogsAll.
///We use indexes to conserve memory.</summary>
private List <int> GetListIndexesFiltered()
{
List <int> retval = new List <int>();
#region Validate Filters
ValidateChildren(ValidationConstraints.Enabled | ValidationConstraints.Visible | ValidationConstraints.Selectable);
if (!datePicker.IsValid)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return(retval); //return empty list, filter inputs cannot be applied since there are errors
}
#endregion Validate Filters
#region Get Filter Data
DateTime dateStart = datePicker.GetDateTimeFrom();
DateTime dateEnd = datePicker.GetDateTimeTo();
dateEnd = (dateEnd == DateTime.MinValue?DateTime.Today:dateEnd);
List <TsiTransType> listSelectedTransTypes = new List <TsiTransType>();
if (!comboBoxMultiTransTypes.SelectedIndices.Contains(0))
{
listSelectedTransTypes = comboBoxMultiTransTypes.ListSelectedIndices.Select(x => _listTransTypes[x - 1]).ToList();
}
List <string> listSelectedAcctStatuses = new List <string>();
if (!comboBoxMultiAcctStatuses.SelectedIndices.Contains(0))
{
listSelectedAcctStatuses = comboBoxMultiAcctStatuses.ListSelectedIndices.Select(x => _listAcctStatuses[x - 1]).ToList();
}
List <long> listSuspendedGuarNums = TsiTransLogs.GetSuspendedGuarNums();
List <long> listActiveCollGuarNums = Patients.GetListCollectionGuarNums(/*false*/);
Dictionary <long, long> dictLogClinic = new Dictionary <long, long>();
if (PrefC.HasClinicsEnabled)
{
Patient patCur;
dictLogClinic = _listTsiTransLogsAll.ToDictionary(x => x.TsiTransLogNum
, x => (x.ClinicNum > 0?x.ClinicNum:(_dictPatLims.TryGetValue(x.PatNum, out patCur)?patCur.ClinicNum:0))
);
}
List <string> listClientIDs = new List <string>();
if (!comboBoxMultiClientIDs.SelectedIndices.Contains(0))
{
listClientIDs = comboBoxMultiClientIDs.ListSelectedIndices.Select(x => _listClientIDs[x - 1]).ToList();
}
#endregion Get Filter Data
#region Apply Filter Data
for (int i = 0; i < _listTsiTransLogsAll.Count; i++)
{
TsiTransLog logCur = _listTsiTransLogsAll[i];
if (logCur.TransDateTime.Date <= dateEnd &&
logCur.TransDateTime.Date >= dateStart &&
(_listSelectedFamPatNums.Count == 0 || _listSelectedFamPatNums.Contains(logCur.PatNum)) &&
(comboClinics.ListSelectedClinicNums.Count == 0 || (dictLogClinic.ContainsKey(logCur.TsiTransLogNum) && comboClinics.ListSelectedClinicNums.Contains(dictLogClinic[logCur.TsiTransLogNum]))) &&
(listClientIDs.Count == 0 || listClientIDs.Contains(logCur.ClientId)) &&
(listSelectedTransTypes.Count == 0 || listSelectedTransTypes.Contains(logCur.TransType)) &&
(listSelectedAcctStatuses.Count == 0 ||
(listSelectedAcctStatuses.Contains("Active") && listActiveCollGuarNums.Contains(logCur.PatNum)) ||
(listSelectedAcctStatuses.Contains("Suspended") && listSuspendedGuarNums.Contains(logCur.PatNum)) ||
(listSelectedAcctStatuses.Contains("Inactive") && !listActiveCollGuarNums.Concat(listSuspendedGuarNums).Contains(logCur.PatNum))))
{
retval.Add(i);
}
}
#endregion Apply Filter Data
return(retval);
}
private void FormTsiHistory_Load(object sender, EventArgs e)
{
SetFilterControlsAndAction(() => FillGrid(),
datePicker, checkShowPatNums);
#region Fill Clinics
_listClinics = new List <Clinic>();
if (PrefC.HasClinicsEnabled)
{
_listClinics.AddRange(
Clinics.GetForUserod(Security.CurUser, true).OrderBy(x => x.ClinicNum != 0).ThenBy(x => x.ItemOrder)
);
}
else //clinics disabled
{
_listClinics.Add(Clinics.GetPracticeAsClinicZero(Lan.g(this, "Unassigned")));
}
#endregion Fill Clinics
#region Fill Client IDs
comboBoxMultiClientIDs.Items.Add(Lan.g(this, "All"));
comboBoxMultiClientIDs.SetSelected(0, true);
_listClientIDs = new List <string>();
long progNum = Programs.GetProgramNum(ProgramName.Transworld);
if (progNum > 0)
{
_listClientIDs = ProgramProperties.GetWhere(x => x.ProgramNum == progNum && x.PropertyDesc.In("ClientIdAccelerator", "ClientIdCollection"))
.Select(x => x.PropertyValue).Distinct().ToList();
}
_listClientIDs.ForEach(x => comboBoxMultiClientIDs.Items.Add(x));
#endregion Fill Client IDs
#region Fill Trans Types
_listTransTypes = Enum.GetValues(typeof(TsiTransType)).OfType <TsiTransType>().ToList();
comboBoxMultiTransTypes.Items.Add(Lan.g(this, "All"));
comboBoxMultiTransTypes.SetSelected(0, true);
_listTransTypes.ForEach(x => comboBoxMultiTransTypes.Items.Add(x.GetDescription()));
#endregion Fill Trans Types
#region Fill Account Statuses
_listAcctStatuses = new[] { "Active", "Suspended", "Inactive" }.ToList();
comboBoxMultiAcctStatuses.Items.Add(Lan.g(this, "All"));
comboBoxMultiAcctStatuses.SetSelected(0, true);
_listAcctStatuses.ForEach(x => comboBoxMultiAcctStatuses.Items.Add(x));
#endregion Fill Account Statuses
#region Get Selected Family PatNums
_listSelectedFamPatNums = new List <long>();
if (FormOpenDental.CurPatNum > 0)
{
Family fam = Patients.GetFamily(FormOpenDental.CurPatNum);
textPatient.Text = fam.GetNameInFamLF(FormOpenDental.CurPatNum);
_listSelectedFamPatNums = fam.ListPats.Select(x => x.PatNum).ToList();
}
#endregion Get Selected Family PatNums
#region Get All TsiTransLogs
_listTsiTransLogsAll = TsiTransLogs.GetAll();
#endregion Get All TsiTransLogs
#region Add ClientIDs No Longer In Use
List <string> listLogClientIDs = _listTsiTransLogsAll.Select(x => x.ClientId).Distinct().Where(x => !_listClientIDs.Contains(x)).ToList();
foreach (string clientIDCur in listLogClientIDs)
{
_listClientIDs.Add(clientIDCur);
comboBoxMultiClientIDs.Items.Add(clientIDCur + " (no longer used)");
}
#endregion Add ClientIDs No Longer In Use
_dictPatLims = Patients.GetLimForPats(_listTsiTransLogsAll.Select(x => x.PatNum).Distinct().ToList() /*,true*/).ToDictionary(x => x.PatNum);
datePicker.SetDateTimeFrom(DateTime.Today.AddDays(-1)); //Set start to yesterday
datePicker.SetDateTimeTo(DateTime.Today); //Set stop date to today to limit the number of messages that load immediately
_selectedLog = null;
FillGrid();
}
private void butOK_Click(object sender, EventArgs e)
{
if (_listGridEntries.FindAll(x => x.Adj != null).Count == 0) //no adjustments have been added. Attempt to add adjustments with the current info.
//get the list of selected procedures to add adjustments to (if there are any). Will make one for unattached if none exist.
{
List <MultiAdjEntry> listSelectedEntries = new List <MultiAdjEntry>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++)
{
listSelectedEntries.Add((MultiAdjEntry)(gridMain.ListGridRows[gridMain.SelectedIndices[i]].Tag));
}
if (!IsValid(listSelectedEntries.Count))
{
return;
}
AddAdjustments(listSelectedEntries);
FillGrid(); //In case they get stopped at the msgBox below, they should see the new adjustments added.
}
//now we should be guaranteed to have adjustments
bool hasNegAmt = false;
foreach (MultiAdjEntry mae in _listGridEntries)
{
if (mae.Adj == null || mae.Proc == null)
{
continue; //Procedures or unattached adjustments
}
decimal remAfter = (decimal)mae.AmtRemBefore + (decimal)mae.Adj.AdjAmt;
if (remAfter.IsLessThanZero())
{
hasNegAmt = true;
break;
}
}
if (hasNegAmt && !MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount on a procedure is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, true)) //User does not have full edit permission.
//Therefore the user only has the ability to edit $0 adjustments (see Load()).
{
foreach (MultiAdjEntry row in _listGridEntries)
{
if (row.Adj == null) //skip over Procedure rows
{
continue;
}
if (!row.Adj.AdjAmt.IsZero())
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
}
}
List <string> listAdjustmentAmounts = new List <string>();
foreach (MultiAdjEntry row in _listGridEntries)
{
if (row.Adj == null) //skip over Procedure rows
{
continue;
}
Adjustments.Insert(row.Adj);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(row.Adj);
listAdjustmentAmounts.Add(row.Adj.AdjAmt.ToString("c"));
}
if (listAdjustmentAmounts.Count > 0)
{
string log = Lan.g(this, "Adjustment(s) created from Multiple Adjustments window:") + " ";
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, _patCur.PatNum, log + string.Join(",", listAdjustmentAmounts));
}
DialogResult = DialogResult.OK;
}