///<summary>Creates a bulk estimate currently specifically for the pre-payment tool. Takes in a special dictionary of procedurecodes mapped
///to a list of tuples containing the qty and single item prices for the provided procedure codes, then builds a single transaction to
///hold the data. This method creates its own procedures and adjustments.</summary>
public static void CreatePrepaymentTransaction(Dictionary <ProcedureCode, List <TransQtyAmt> > dictProcCodes, Patient patCur, List <Procedure> listCompletedProcs)
{
Dictionary <Procedure, int> dictProcsToCreate = new Dictionary <Procedure, int>();
//Build the transaction for all of the items in a single transaction.
TransactionBuilder builder = SetUpTransaction(DocumentType.SalesOrder, patCur.PatNum); //Sales Order is AvaTax's way of getting an estimate
foreach (ProcedureCode procCode in dictProcCodes.Keys)
{
Procedure procCur = new Procedure()
{
PatNum = patCur.PatNum,
ProvNum = 7, //HQ only this is jordan's provNum.
ProcDate = DateTime.Today,
DateEntryC = DateTime.Now,
DateComplete = DateTime.Now,
CodeNum = procCode.CodeNum,
ProcStatus = ProcStat.C
};
int totalCount = 0;
foreach (TransQtyAmt pair in dictProcCodes[procCode])
{
totalCount += pair.qty;
procCur.BillingNote += "Rate: $" + POut.Double(pair.rate) + " Months: " + POut.Int(pair.qty) + "\r\n";
builder.WithLine(pair.qty * (decimal)pair.rate, (decimal)pair.qty,
GetTaxOverrideIfNeeded(patCur, procCode), procCode.Descript, procCode.ProcCode);
}
//Add note for what day the customer has prepaid through.
DateTime datePrepaidThrough = DateTimeOD.GetMostRecentValidDate(DateTime.Today.Year, DateTime.Today.Month, patCur.BillingCycleDay)
.AddMonths(totalCount).AddDays(-1);
if (DateTimeOD.Today.Day >= patCur.BillingCycleDay)
{
datePrepaidThrough = datePrepaidThrough.AddMonths(1);
}
procCur.BillingNote += $"Prepaid through: {datePrepaidThrough.Date:MM/dd/yyyy}";
dictProcsToCreate.Add(procCur, totalCount);
}
TransactionModel result = Client.CreateTransaction("Lines", builder.GetCreateTransactionModel());
List <ProcedureCode> listDiscountCodes = AvaTax.ListDiscountProcCodes;
//Create a single procedure and adjustment for each procCode.
foreach (KeyValuePair <Procedure, int> entry in dictProcsToCreate)
{
//look for previously completed procedures that need to be included on the adjustment calculation.
List <Procedure> listMatchingCompletedProcs = listCompletedProcs.FindAll(x => x.CodeNum == entry.Key.CodeNum);
Procedure procCur = entry.Key;
int count = entry.Value + listMatchingCompletedProcs.Count();
List <TransactionLineModel> listLines = result.lines.FindAll(x => x.itemCode.Equals(ProcedureCodes.GetProcCode(procCur.CodeNum).ProcCode));
procCur.ProcFee = (double)listLines.Sum(x => x.lineAmount.Value);
procCur.TaxAmt = (double)listLines.Sum(x => x.tax.Value);
procCur.ProcNum = Procedures.Insert(procCur, doCalcTax: false);
if (count > 5 && listDiscountCodes.Exists(x => x.ProcCode == ProcedureCodes.GetProcCode(procCur.CodeNum).ProcCode))
{
//Create a discount adjustment.
if (count >= 6 && count <= 11)
{
CreateDiscountAdjustment(procCur, .05, 255); //5% discount. Hard coded ODHQ defnum.
}
else if (count >= 12 && count <= 23)
{
CreateDiscountAdjustment(procCur, .10, 206); //10% discount. Hard coded ODHQ defnum.
}
else if (count >= 24)
{
CreateDiscountAdjustment(procCur, .15, 229); //15% discount. Hard coded ODHQ defnum.
}
//Create adjustments for the previously completed procedures.
foreach (Procedure proc in listMatchingCompletedProcs)
{
if (count >= 6 && count <= 11)
{
CreateDiscountAdjustment(proc, .05, 255); //5% discount. Hard coded ODHQ defnum.
}
else if (count >= 12 && count <= 23)
{
CreateDiscountAdjustment(proc, .10, 206); //10% discount. Hard coded ODHQ defnum.
}
else if (count >= 24)
{
CreateDiscountAdjustment(proc, .15, 229); //15% discount. Hard coded ODHQ defnum.
}
}
}
}
}