private void CreatePayPlanEntries(bool showImplicitlyPaidOffProcs = false)
{
_listAccountCharges = AccountEntry.GetAccountCharges(_listPayPlanCharges, _listAdjustments, _listProcs);
if (showImplicitlyPaidOffProcs)
{
_accountCredits = 0;
}
else
{
_accountCredits = PayPlanEdit.GetAccountCredits(_listAdjustments, _listPaySplits, _listPayments, _listInsPayAsTotal, _listPayPlanCharges);
}
LinkChargesToCredits();
_listPayPlanEntries = new List <PayPlanEdit.PayPlanEntry>();
_listPayPlanEntries.AddRange(PayPlanEdit.CreatePayPlanEntriesForAccountCharges(_listAccountCharges, _patCur));
ListPayPlanCreditsCur = ListPayPlanCreditsCur.OrderBy(x => x.ChargeDate).ToList();
_listPayPlanEntries.AddRange(PayPlanEdit.CreatePayPlanEntriesForPayPlanCredits(_listAccountCharges, ListPayPlanCreditsCur));
if (ListPayPlanCreditsCur.Exists(x => x.ProcNum == 0)) //only add "Unattached" if there is a credit without a procedure.
{
_listPayPlanEntries.Add(PayPlanEdit.CreatePayPlanEntryForUnattachedProcs(ListPayPlanCreditsCur, _patCur.FName));
}
_listPayPlanEntries = _listPayPlanEntries
.OrderByDescending(x => x.ProcStatOrd)
.ThenByDescending(x => x.ProcNumOrd)
.ThenBy(x => x.IsChargeOrd)
.ThenBy(x => x.DateOrd).ToList();
}
///<summary>Links charges to credits explicitly based on FKs first, then implicitly based on Date.</summary>
private void LinkChargesToCredits()
{
PayPlanEdit.PayPlanLinked linkData = PayPlanEdit.LinkChargesToCredits(_listAccountCharges, _listPaySplits, _listAdjustments, _listPayPlanCharges
, _listClaimProcs, _payPlanCur.PayPlanNum, _accountCredits);
_listAccountCharges = linkData.ListAccountCharges;
_accountCredits = linkData.AccountCredits;
}
public void LedgersTests_ComputeAging_PayPlanDynamicCreditsWithClaimProcs()
{
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamic");
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
Family fam = Patients.GetFamily(pat.PatNum);
Procedure proc45 = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 45, DateTime.Today.AddDays(-61), provNum: provNum);
ClaimProc cp45 = new ClaimProc();
InsuranceInfo insInfo = InsuranceT.AddInsurance(pat, "DynPayPlan");
ClaimProcs.CreateEst(cp45, proc45, insInfo.PriInsPlan, insInfo.PriInsSub);
cp45.Status = ClaimProcStatus.NotReceived;
cp45.InsEstTotal = -1;
cp45.InsPayEst = 15;
cp45.WriteOffEst = 0;
cp45.WriteOff = 0;
ClaimProcs.Update(cp45);
listProcs.AddRange(new List <Procedure> {
proc45
});
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 30, listProcs, listAdjs);
//make two non payplan productions to put on the account
Procedure procUnattached = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 35, DateTime.Today.AddDays(-91), provNum: provNum);
//Run pay plan logic to generate first set of charges
List <PayPlanCharge> listChargesDb = PayPlanCharges.GetForPayPlan(payPlan.PayPlanNum);
List <PayPlanLink> listEntries = PayPlanLinks.GetForPayPlans(new List <long> {
payPlan.PayPlanNum
});
PayPlanTerms terms = PayPlanT.GetTerms(payPlan, listEntries);
List <PayPlanCharge> listChargesThisPeriod = PayPlanEdit.GetListExpectedCharges(listChargesDb, terms, fam, listEntries, payPlan, true);
Assert.AreEqual(30, listChargesThisPeriod.Sum(x => x.Principal));
foreach (PayPlanCharge charge in listChargesThisPeriod)
{
PayPlanCharges.Insert(charge);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 30, 0, 15, 35, 30, YN.Yes); //new - pay plan credit of $30 gets applied to cooresponding procedure
CheckAgingProcLifo(pat.PatNum, 30, 0, 45, 5, 30, YN.No); //old - pay plan credit gets applied to oldest production on the account
CheckAgingProcLifo(pat.PatNum, 30, 0, 45, 5, 30, YN.Unknown);
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void LedgersTests_ComputeAging_PayPlanDynamic()
{
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamic");
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
Family fam = Patients.GetFamily(pat.PatNum);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 45, DateTime.Today.AddDays(-61), provNum: provNum);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 55, DateTime.Today.AddDays(-32), provNum: provNum);
Procedure proc3 = ProcedureT.CreateProcedure(pat, "D0270", ProcStat.C, "", 65, DateTime.Today.AddDays(-15), provNum: provNum);
Adjustment adjProc2 = AdjustmentT.MakeAdjustment(pat.PatNum, 10, proc2.ProcDate, proc2.ProcDate, proc2.ProcNum, provNum);
Adjustment adjProc3 = AdjustmentT.MakeAdjustment(pat.PatNum, 20, proc3.ProcDate, proc3.ProcDate, proc3.ProcNum, provNum);
Adjustment adj = AdjustmentT.MakeAdjustment(pat.PatNum, 30, DateTime.Today.AddDays(-5), provNum: provNum);
listProcs.AddRange(new List <Procedure> {
proc1, proc2, proc3
});
listAdjs.AddRange(new List <Adjustment> {
adj
});
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 40, listProcs, listAdjs);
//PayPlan payplan=PayPlanT.CreatePayPlanWithCredits(pat.PatNum,40,DateTime.Today,provNum:provNum,listProcs,195,pat.PatNum);
//make two non payplan productions to put on the account
Procedure procUnattached = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 35, DateTime.Today.AddDays(-91), provNum: provNum);
//Run pay plan logic to generate first set of charges
List <PayPlanCharge> listChargesDb = PayPlanCharges.GetForPayPlan(payPlan.PayPlanNum);
List <PayPlanLink> listEntries = PayPlanLinks.GetForPayPlans(new List <long> {
payPlan.PayPlanNum
});
PayPlanTerms terms = PayPlanT.GetTerms(payPlan, listEntries);
List <PayPlanCharge> listChargesThisPeriod = PayPlanEdit.GetListExpectedCharges(listChargesDb, terms, fam, listEntries, payPlan, true);
Assert.AreEqual(40, listChargesThisPeriod.Sum(x => x.Principal));
foreach (PayPlanCharge charge in listChargesThisPeriod)
{
PayPlanCharges.Insert(charge);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 70, 0, 0, 5, 40, YN.Yes); //new
CheckAgingProcLifo(pat.PatNum, 75, 0, 0, 0, 40, YN.No); //old
CheckAgingProcLifo(pat.PatNum, 75, 0, 0, 0, 40, YN.Unknown);
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
private void FormPayPlanCredits_Load(object sender, EventArgs e)
{
PayPlanEdit.PayPlanCreditLoadData loadData = PayPlanEdit.GetLoadDataForPayPlanCredits(_patCur.PatNum, _payPlanCur.PayPlanNum);
_listAdjustments = loadData.ListAdjustments;
_listProcs = loadData.ListProcs;
_listPayPlanLinksForProcs = loadData.ListPayPlanLinksForProcs;
_listPayPlanCharges = loadData.ListPayPlanCharges;
_listPaySplits = loadData.ListTempPaySplit;
_listPayments = loadData.ListPayments;
_listInsPayAsTotal = loadData.ListInsPayAsTotal;
_listClaimProcs = loadData.ListClaimProcs;
textCode.Text = Lan.g(this, "None");
FillGrid();
if (!Security.IsAuthorized(Permissions.PayPlanEdit, true))
{
this.DisableForm(butCancel, checkHideUnattached, checkShowImplicit, butPrint, gridMain);
}
}
///<summary></summary>
public static List <PayPlanCharge> GetForDownPayment(PayPlanTerms terms, Family family, List <PayPlanLink> listPayPlanLinks, PayPlan payplan)
{
//No remoting role check; no call to db
//Create a temporary variable to keep track of the original PeriodPayment.
decimal periodPaymentTemp = terms.PeriodPayment;
double aprTemp = terms.APR;
//Set the PeriodPayment to the current DownPayment so that the full amount of the down payment gets generated.
//E.g. there are several procedures attached to the payment plan and the down payment only covers one and a half (partial proc).
terms.PeriodPayment = (decimal)terms.DownPayment;
terms.APR = 0;//downpayments should pay on principal only
List <PayPlanCharge> listDownPayments = PayPlanEdit.GetListExpectedCharges(new List <PayPlanCharge>(), terms, family, listPayPlanLinks, payplan, true
, true, new List <PaySplit>());
listDownPayments.ForEach(x => {
x.Note = "Down Payment";
x.ChargeDate = DateTime.Today.Date;
x.Interest = 0;
});
//Put the PeriodPayment back to the way it was upon entry.
terms.PeriodPayment = periodPaymentTemp;
terms.APR = aprTemp;
return(listDownPayments);
}
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();
}