private void butOK_Click(object sender, System.EventArgs e)
{
if (textDate.errorProvider1.GetError(textDate) != ""
)
{
MessageBox.Show(Lan.g(this, "Please fix data entry errors first."));
return;
}
if (tb2.SelectedIndices.Length == 0)
{
MessageBox.Show(Lan.g(this, "At least one item must be selected, or use the delete button."));
return;
}
if (comboClinic.SelectedIndex == 0)
{
ClaimPaymentCur.ClinicNum = 0;
}
else
{
ClaimPaymentCur.ClinicNum = Clinics.List[comboClinic.SelectedIndex - 1].ClinicNum;
}
ClaimPaymentCur.CheckAmt = PIn.PDouble(textAmount.Text);
ClaimPaymentCur.CheckDate = PIn.PDate(textDate.Text);
ClaimPaymentCur.CheckNum = textCheckNum.Text;
ClaimPaymentCur.BankBranch = textBankBranch.Text;
ClaimPaymentCur.CarrierName = textCarrierName.Text;
ClaimPaymentCur.Note = textNote.Text;
try{
ClaimPayments.Update(ClaimPaymentCur); //error thrown if trying to change amount and already attached to a deposit.
}
catch (ApplicationException ex) {
MessageBox.Show(ex.Message);
return;
}
//this could be optimized to only save changes.
//Would require a starting AL to compare to.
//But this isn't bad, since changes all saved at the very end
ArrayList ALselected = new ArrayList();
for (int i = 0; i < tb2.SelectedIndices.Length; i++)
{
ALselected.Add(tb2.SelectedIndices[i]);
}
for (int i = 0; i < splits.Length; i++)
{
if (ALselected.Contains(i)) //row is selected
{
ClaimProcs.SetForClaim(splits[i].ClaimNum, ClaimPaymentCur.ClaimPaymentNum,
ClaimPaymentCur.CheckDate, true);
}
else //row not selected
{
ClaimProcs.SetForClaim(splits[i].ClaimNum, ClaimPaymentCur.ClaimPaymentNum,
ClaimPaymentCur.CheckDate, false);
}
}
DialogResult = DialogResult.OK;
}
/// <summary>Creates a check for the claim selected. Copied logic from FormClaimEdit.cs</summary>
private void createCheckToolStripMenuItem_Click(object sender, EventArgs e)
{
if (!Security.IsAuthorized(Permissions.InsPayCreate)) //date not checked here, but it will be checked when saving the check to prevent backdating
{
return;
}
if (PrefC.GetBool(PrefName.ClaimPaymentBatchOnly))
{
//Is there a permission in the manage module that would block this behavior? Are we sending the user into a TRAP?!
MsgBox.Show(this, "Please use Batch Insurance in Manage Module to Finalize Payments.");
return;
}
RpUnfinalizedInsPay.UnfinalizedInsPay unfinalPay = (RpUnfinalizedInsPay.UnfinalizedInsPay)gridMain.ListGridRows[gridMain.SelectedIndices[0]].Tag;
if (unfinalPay.ClaimCur == null)
{
MsgBox.Show(this, "Unable to find claim for this partial payment.");
return;
}
List <ClaimProc> listClaimProcForClaim = ClaimProcs.RefreshForClaim(unfinalPay.ClaimCur.ClaimNum);
if (!listClaimProcForClaim.Any(x => x.Status.In(ClaimProcs.GetInsPaidStatuses())))
{
MessageBox.Show(Lan.g(this, "There are no valid received payments for this claim."));
return;
}
ClaimPayment claimPayment = new ClaimPayment();
claimPayment.CheckDate = MiscData.GetNowDateTime().Date; //Today's date for easier tracking by the office and to avoid backdating before accounting lock dates.
claimPayment.IsPartial = true;
claimPayment.ClinicNum = unfinalPay.ClinicCur.ClinicNum;
Family famCur = Patients.GetFamily(unfinalPay.PatientCur.PatNum);
List <InsSub> listInsSub = InsSubs.RefreshForFam(famCur);
List <InsPlan> listInsPlan = InsPlans.RefreshForSubList(listInsSub);
claimPayment.CarrierName = Carriers.GetName(InsPlans.GetPlan(unfinalPay.ClaimCur.PlanNum, listInsPlan).CarrierNum);
ClaimPayments.Insert(claimPayment);
double amt = ClaimProcs.AttachAllOutstandingToPayment(claimPayment.ClaimPaymentNum, PrefC.DateClaimReceivedAfter);
claimPayment.CheckAmt = amt;
try {
ClaimPayments.Update(claimPayment);
}
catch (ApplicationException ex) {
MessageBox.Show(ex.Message);
return;
}
FormClaimEdit.FormFinalizePaymentHelper(claimPayment, unfinalPay.ClaimCur, unfinalPay.PatientCur, famCur);
LoadData();
FillGrid();
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textDate.Text == "")
{
MsgBox.Show(this, "Please enter a date first.");
return;
}
if (PIn.Date(textDate.Text).Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed) &&
!PrefC.GetBool(PrefName.AllowFutureInsPayments))
{
MsgBox.Show(this, "Payments cannot be for a date in the future.");
return; //probably not necesasary since this is an old form, but just in case we use it again
}
if (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (gridMain.SelectedIndices.Length == 0)
{
MessageBox.Show(Lan.g(this, "At least one item must be selected, or use the delete button."));
return;
}
if (IsNew)
{
//prevents backdating of initial check
if (!Security.IsAuthorized(Permissions.InsPayCreate, PIn.Date(textDate.Text)))
{
return;
}
//prevents attaching claimprocs with a date that is older than allowed by security.
}
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.InsPayEdit, PIn.Date(textDate.Text)))
{
return;
}
}
if (comboClinic.SelectedIndex == 0)
{
ClaimPaymentCur.ClinicNum = 0;
}
else
{
ClaimPaymentCur.ClinicNum = _listClinics[comboClinic.SelectedIndex - 1].ClinicNum;
}
ClaimPaymentCur.CheckAmt = PIn.Double(textAmount.Text);
ClaimPaymentCur.CheckDate = PIn.Date(textDate.Text);
ClaimPaymentCur.CheckNum = textCheckNum.Text;
ClaimPaymentCur.BankBranch = textBankBranch.Text;
ClaimPaymentCur.CarrierName = textCarrierName.Text;
ClaimPaymentCur.Note = textNote.Text;
try{
ClaimPayments.Update(ClaimPaymentCur); //error thrown if trying to change amount and already attached to a deposit.
}
catch (ApplicationException ex) {
MessageBox.Show(ex.Message);
return;
}
//this could be optimized to only save changes.
//Would require a starting list to compare to.
//But this isn't bad, since changes all saved at the very end
List <int> selectedRows = new List <int>();
for (int i = 0; i < gridMain.SelectedIndices.Length; i++)
{
selectedRows.Add(gridMain.SelectedIndices[i]);
}
for (int i = 0; i < splits.Count; i++)
{
if (selectedRows.Contains(i)) //row is selected
{
ClaimProcs.SetForClaimOld(splits[i].ClaimNum, ClaimPaymentCur.ClaimPaymentNum, ClaimPaymentCur.CheckDate, true);
//Audit trail isn't perfect, since it doesn't make an entry if you remove a claim from a payment.
//And it always makes more audit trail entries when you click OK, even if you didn't actually attach new claims.
//But since this will cover the vast majority if situations.
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.InsPayCreate, splits[i].PatNum,
Patients.GetLim(splits[i].PatNum).GetNameLF() + ", "
+ Lan.g(this, "Total Amt: ") + ClaimPaymentCur.CheckAmt.ToString("c") + ", "
+ Lan.g(this, "Claim Split: ") + splits[i].InsPayAmt.ToString("c"));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.InsPayEdit, splits[i].PatNum,
Patients.GetLim(splits[i].PatNum).GetNameLF() + ", "
+ Lan.g(this, "Total Amt: ") + ClaimPaymentCur.CheckAmt.ToString("c") + ", "
+ Lan.g(this, "Claim Split: ") + splits[i].InsPayAmt.ToString("c"));
}
}
else //row not selected
//If user had not been attaching their inspayments to checks, then this will cause such payments to annoyingly have their
//date changed to the current date. This prompts them to call us. Then, we tell them to attach to checks.
{
ClaimProcs.SetForClaimOld(splits[i].ClaimNum, ClaimPaymentCur.ClaimPaymentNum, ClaimPaymentCur.CheckDate, false);
}
}
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textDate.Text == "")
{
MsgBox.Show(this, "Please enter a date.");
return;
}
if (textCarrierName.Text == "")
{
MsgBox.Show(this, "Please enter a carrier.");
return;
}
if (textDate.errorProvider1.GetError(textDate) != "" ||
textAmount.errorProvider1.GetError(textAmount) != "" ||
textDateIssued.errorProvider1.GetError(textDateIssued) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (PIn.Double(textAmount.Text) == 0)
{
MsgBox.Show(this, "Please enter an amount.");
return;
}
if (IsNew)
{
//prevents backdating of initial check
if (!Security.IsAuthorized(Permissions.InsPayCreate, PIn.Date(textDate.Text)))
{
return;
}
//prevents attaching claimprocs with a date that is older than allowed by security.
}
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.InsPayEdit, PIn.Date(textDate.Text)))
{
return;
}
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (comboClinic.SelectedIndex == 0)
{
ClaimPaymentCur.ClinicNum = 0;
}
else
{
ClaimPaymentCur.ClinicNum = Clinics.List[comboClinic.SelectedIndex - 1].ClinicNum;
}
}
ClaimPaymentCur.CheckDate = PIn.Date(textDate.Text);
ClaimPaymentCur.DateIssued = PIn.Date(textDateIssued.Text);
ClaimPaymentCur.CheckAmt = PIn.Double(textAmount.Text);
ClaimPaymentCur.CheckNum = textCheckNum.Text;
ClaimPaymentCur.BankBranch = textBankBranch.Text;
ClaimPaymentCur.CarrierName = textCarrierName.Text;
ClaimPaymentCur.Note = textNote.Text;
try{
if (IsNew)
{
ClaimPayments.Insert(ClaimPaymentCur); //error thrown if trying to change amount and already attached to a deposit.
}
else
{
ClaimPayments.Update(ClaimPaymentCur); //error thrown if trying to change amount and already attached to a deposit.
}
}
catch (ApplicationException ex) {
MessageBox.Show(ex.Message);
return;
}
ClaimProcs.SynchDateCP(ClaimPaymentCur.ClaimPaymentNum, ClaimPaymentCur.CheckDate);
DialogResult = DialogResult.OK;
}
///<summary>Saves the selected rows to database. MUST close window after this.</summary>
private bool SaveToDB()
{
if (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return(false);
}
//Prevent backdating----------------------------------------------------------------------------------------
DateTime date = PIn.PDate(textDate.Text);
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
else
{
//We enforce security here based on date displayed, not date entered
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
DepositCur.DateDeposit = PIn.PDate(textDate.Text);
//amount already handled.
DepositCur.BankAccountInfo = PIn.PString(textBankAccountInfo.Text);
if (IsNew)
{
Deposits.Insert(DepositCur);
if (Accounts.DepositsLinked() && DepositCur.Amount > 0)
{
//create a transaction here
Transaction trans = new Transaction();
trans.DepositNum = DepositCur.DepositNum;
trans.UserNum = Security.CurUser.UserNum;
Transactions.Insert(trans);
//first the deposit entry
JournalEntry je = new JournalEntry();
je.AccountNum = DepositAccounts[comboDepositAccount.SelectedIndex];
je.CheckNumber = Lan.g(this, "DEP");
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.DebitAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(PrefB.GetInt("AccountingIncomeAccount"));
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
//then, the income entry
je = new JournalEntry();
je.AccountNum = PrefB.GetInt("AccountingIncomeAccount");
//je.CheckNumber=;
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.CreditAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(DepositAccounts[comboDepositAccount.SelectedIndex]);
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
}
}
else
{
Deposits.Update(DepositCur);
}
if (IsNew) //never allowed to change or attach more checks after initial creation of deposit slip
{
for (int i = 0; i < gridPat.SelectedIndices.Length; i++)
{
PatPayList[gridPat.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
Payments.Update(PatPayList[gridPat.SelectedIndices[i]]);
}
for (int i = 0; i < gridIns.SelectedIndices.Length; i++)
{
ClaimPayList[gridIns.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
ClaimPayments.Update(ClaimPayList[gridIns.SelectedIndices[i]]);
}
}
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.DepositSlips, 0,
DepositCur.DateDeposit.ToShortDateString() + " New " + DepositCur.Amount.ToString("c"));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, 0,
DepositCur.DateDeposit.ToShortDateString() + " " + DepositCur.Amount.ToString("c"));
}
return(true);
}
///<summary>Saves the selected rows to database. MUST close window after this.</summary>
private bool SaveToDB()
{
if (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return(false);
}
//Prevent backdating----------------------------------------------------------------------------------------
DateTime date = PIn.Date(textDate.Text);
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
else
{
//We enforce security here based on date displayed, not date entered
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
DepositCur.DateDeposit = PIn.Date(textDate.Text);
//amount already handled.
DepositCur.BankAccountInfo = PIn.String(textBankAccountInfo.Text);
if (IsNew)
{
if (gridPat.SelectedIndices.Length + gridIns.SelectedIndices.Length > 18)
{
if (!MsgBox.Show(this, MsgBoxButtons.YesNo, "No more than 18 items will fit on a QuickBooks deposit slip. Continue anyway?"))
{
return(false);
}
}
Deposits.Insert(DepositCur);
if (Accounts.DepositsLinked() && DepositCur.Amount > 0)
{
if (PrefC.GetInt(PrefName.AccountingSoftware) == (int)AccountingSoftware.QuickBooks)
{
//Create a deposit within QuickBooks.
try {
Cursor.Current = Cursors.WaitCursor;
QuickBooks.CreateDeposit(DepositAccountsQB[comboDepositAccount.SelectedIndex]
, PrefC.GetString(PrefName.QuickBooksIncomeAccount), DepositCur.Amount);
Cursor.Current = Cursors.Default;
}
catch (Exception ex) {
Cursor.Current = Cursors.Default;
if (MessageBox.Show(ex.Message + "\r\n\r\nA deposit has not been created in QuickBooks, continue anyway?", "QuickBooks Deposit Create Failed", MessageBoxButtons.YesNo) != DialogResult.Yes)
{
return(false);
}
}
}
else
{
//create a transaction here
Transaction trans = new Transaction();
trans.DepositNum = DepositCur.DepositNum;
trans.UserNum = Security.CurUser.UserNum;
Transactions.Insert(trans);
//first the deposit entry
JournalEntry je = new JournalEntry();
je.AccountNum = DepositAccounts[comboDepositAccount.SelectedIndex];
je.CheckNumber = Lan.g(this, "DEP");
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.DebitAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(PrefC.GetLong(PrefName.AccountingIncomeAccount));
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
//then, the income entry
je = new JournalEntry();
je.AccountNum = PrefC.GetLong(PrefName.AccountingIncomeAccount);
//je.CheckNumber=;
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.CreditAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(DepositAccounts[comboDepositAccount.SelectedIndex]);
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
}
}
}
else
{
Deposits.Update(DepositCur);
}
if (IsNew) //never allowed to change or attach more checks after initial creation of deposit slip
{
for (int i = 0; i < gridPat.SelectedIndices.Length; i++)
{
PatPayList[gridPat.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
Payments.Update(PatPayList[gridPat.SelectedIndices[i]], false);
}
for (int i = 0; i < gridIns.SelectedIndices.Length; i++)
{
ClaimPayList[gridIns.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
ClaimPayments.Update(ClaimPayList[gridIns.SelectedIndices[i]]);
}
}
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.DepositSlips, 0,
DepositCur.DateDeposit.ToShortDateString() + " New " + DepositCur.Amount.ToString("c"));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, 0,
DepositCur.DateDeposit.ToShortDateString() + " " + DepositCur.Amount.ToString("c"));
}
return(true);
}