public static Payment MakePayment(long patNum, double payAmt, DateTime payDate, long payPlanNum = 0, long provNum = 0, long procNum = 0, long payType = 0,
long clinicNum = 0, long unearnedType = 0)
{
Payment payment = new Payment();
payment.PatNum = patNum;
payment.PayDate = payDate;
payment.PayAmt = payAmt;
payment.PayType = payType;
payment.ClinicNum = clinicNum;
payment.DateEntry = payDate;
Payments.Insert(payment);
PaySplit split = new PaySplit();
split.PayNum = payment.PayNum;
split.PatNum = payment.PatNum;
split.DatePay = payDate;
split.ClinicNum = payment.ClinicNum;
split.PayPlanNum = payPlanNum;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = payAmt;
split.DateEntry = payDate;
split.UnearnedType = unearnedType;
PaySplits.Insert(split);
return(payment);
}
public static Payment MakePayment(long patNum, double payAmt, DateTime payDate, long payPlanNum = 0, long provNum = 0, long procNum = 0, long payType = 0,
long clinicNum = 0, long unearnedType = 0, bool isRecurringCharge = false, DateTime recurringChargeDate = default(DateTime), string externalId = ""
, long adjNum = 0)
{
Payment payment = new Payment();
payment.PatNum = patNum;
payment.PayDate = payDate;
payment.PayAmt = payAmt;
payment.PayType = payType;
payment.ClinicNum = clinicNum;
payment.DateEntry = payDate;
payment.IsRecurringCC = isRecurringCharge;
payment.RecurringChargeDate = recurringChargeDate;
payment.ExternalId = externalId;
Payments.Insert(payment);
PaySplit split = new PaySplit();
split.PayNum = payment.PayNum;
split.PatNum = payment.PatNum;
split.DatePay = payDate;
split.ClinicNum = payment.ClinicNum;
split.PayPlanNum = payPlanNum;
split.AdjNum = adjNum;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = payAmt;
split.DateEntry = payDate;
split.UnearnedType = unearnedType;
PaySplits.Insert(split);
return(payment);
}
private void butTransfer_Click(object sender, EventArgs e)
{
if (gridBal.GetSelectedIndex() == -1)
{
MsgBox.Show(this, "Please select a row from the Family Balances grid first.");
return;
}
if (comboProv.SelectedIndex == -1)
{
MsgBox.Show(this, "Please select a provider first.");
return;
}
double amt = PIn.PDouble(tableBalances.Rows[gridBal.GetSelectedIndex()]["StartBal"].ToString());
//From-----------------------------------------------------------------------------------
PaySplit split = new PaySplit();
split.PatNum = PatNum;
split.PayNum = PaymentCur.PayNum;
split.ProcDate = PIn.PDate(textDate.Text); //this may be updated upon closing
split.DatePay = PIn.PDate(textDate.Text); //this may be updated upon closing
split.ProvNum = PIn.PInt(tableBalances.Rows[gridBal.GetSelectedIndex()]["ProvNum"].ToString());
split.SplitAmt = amt;
SplitList.Add(split);
//To-----------------------------------------------------------------------------------
split = new PaySplit();
split.PatNum = PatNum;
split.PayNum = PaymentCur.PayNum;
split.ProcDate = PIn.PDate(textDate.Text);
split.DatePay = PIn.PDate(textDate.Text);
split.ProvNum = Providers.List[comboProv.SelectedIndex].ProvNum;
split.SplitAmt = -amt;
SplitList.Add(split);
FillMain();
}
///<summary>Inserts one PaySplit into the database. Returns the new priKey.</summary>
public static long Insert(PaySplit paySplit)
{
if (DataConnection.DBtype == DatabaseType.Oracle)
{
paySplit.SplitNum = DbHelper.GetNextOracleKey("paysplit", "SplitNum");
int loopcount = 0;
while (loopcount < 100)
{
try {
return(Insert(paySplit, true));
}
catch (Oracle.DataAccess.Client.OracleException ex) {
if (ex.Number == 1 && ex.Message.ToLower().Contains("unique constraint") && ex.Message.ToLower().Contains("violated"))
{
paySplit.SplitNum++;
loopcount++;
}
else
{
throw ex;
}
}
}
throw new ApplicationException("Insert failed. Could not generate primary key.");
}
else
{
return(Insert(paySplit, false));
}
}
public void PaymentEdit_AllocateUnearned_NoLinkToOriginalPrepayment()
{
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
//create prepayment of $100
long provNum = ProviderT.CreateProvider("SG");
Clinic clinic1 = ClinicT.CreateClinic("Clinic1");
//create original prepayment.
PaySplit prePay = PaySplitT.CreatePrepayment(pat.PatNum, 100, DateTime.Today.AddDays(-1), provNum, clinic1.ClinicNum);
//complete a procedure
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 50, provNum: provNum);
//Manually allocate prepayment without linking to the original prepayment.
//We want to do it manually so we don't link this to the orginal prepayment correctly.
//Not linking correctly will test that the AllocateUnearned method is implicitly linking prepayments correctly.
PaySplitT.CreatePaySplitsForPrepayment(proc1, 50, prov: provNum, clinic: clinic1);
//Create new procedure
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 100, provNum: provNum);
//test the PaymentEdit.AllocateUnearned() method.
Family fam = Patients.GetFamily(pat.PatNum);
List <PaySplit> listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
//Should be $100
double unearnedAmt = (double)PaySplits.GetUnearnedForFam(fam, listFamPrePaySplits);
Assert.AreEqual(100, unearnedAmt);
List <PaySplit> listPaySplitsUnearned = new List <PaySplit>();
Payment pay = PaymentT.MakePaymentForPrepayment(pat, clinic1);
List <PaySplits.PaySplitAssociated> retVal = PaymentEdit.AllocateUnearned(new List <Procedure> {
proc2
}, ref listPaySplitsUnearned, pay, unearnedAmt, fam);
Assert.AreEqual(2, retVal.Count);
//After running the AllocateUnearned, we should implicitly link the incorrect prepayment made when we call CreatePaySplitsForPrepayment above.
Assert.AreEqual(-50, listPaySplitsUnearned.Where(x => x.UnearnedType != 0).Sum(x => x.SplitAmt));
}
private void butAdd_Click(object sender, EventArgs e)
{
PaySplit PaySplitCur = new PaySplit();
PaySplitCur.PayNum = PaymentCur.PayNum;
PaySplitCur.DatePay = PIn.PDate(textDate.Text); //this may be updated upon closing
PaySplitCur.ProcDate = PIn.PDate(textDate.Text); //this may be updated upon closing
if (gridBal.GetSelectedIndex() == -1)
{
PaySplitCur.ProvNum = Patients.GetProvNum(PatCur);
}
else
{
PaySplitCur.ProvNum = PIn.PInt(tableBalances.Rows[gridBal.GetSelectedIndex()]["ProvNum"].ToString());
PaySplitCur.SplitAmt = -PIn.PDouble(tableBalances.Rows[gridBal.GetSelectedIndex()]["StartBal"].ToString());
}
PaySplitCur.PatNum = PatCur.PatNum;
FormPaySplitEdit FormPS = new FormPaySplitEdit(FamCur);
FormPS.PaySplitCur = PaySplitCur;
FormPS.IsNew = true;
double total = 0;
for (int i = 0; i < SplitList.Count; i++)
{
total += SplitList[i].SplitAmt;
}
FormPS.Remain = PaymentCur.PayAmt - total;
if (FormPS.ShowDialog() != DialogResult.OK)
{
return;
}
SplitList.Add(PaySplitCur);
FillMain();
}
///<summary>Inserts one PaySplit into the database. Provides option to use the existing priKey.</summary>
internal static long Insert(PaySplit paySplit,bool useExistingPK)
{
if(!useExistingPK && PrefC.RandomKeys) {
paySplit.SplitNum=ReplicationServers.GetKey("paysplit","SplitNum");
}
string command="INSERT INTO paysplit (";
if(useExistingPK || PrefC.RandomKeys) {
command+="SplitNum,";
}
command+="SplitAmt,PatNum,ProcDate,PayNum,IsDiscount,DiscountType,ProvNum,PayPlanNum,DatePay,ProcNum,DateEntry,UnearnedType,ClinicNum) VALUES(";
if(useExistingPK || PrefC.RandomKeys) {
command+=POut.Long(paySplit.SplitNum)+",";
}
command+=
"'"+POut.Double(paySplit.SplitAmt)+"',"
+ POut.Long (paySplit.PatNum)+","
+ POut.Date (paySplit.ProcDate)+","
+ POut.Long (paySplit.PayNum)+","
+ POut.Bool (paySplit.IsDiscount)+","
+ POut.Byte (paySplit.DiscountType)+","
+ POut.Long (paySplit.ProvNum)+","
+ POut.Long (paySplit.PayPlanNum)+","
+ POut.Date (paySplit.DatePay)+","
+ POut.Long (paySplit.ProcNum)+","
+ DbHelper.Now()+","
+ POut.Long (paySplit.UnearnedType)+","
+ POut.Long (paySplit.ClinicNum)+")";
if(useExistingPK || PrefC.RandomKeys) {
Db.NonQ(command);
}
else {
paySplit.SplitNum=Db.NonQ(command,true);
}
return paySplit.SplitNum;
}
///<summary>Inserts one PaySplit into the database. Returns the new priKey.</summary>
internal static long Insert(PaySplit paySplit)
{
if(DataConnection.DBtype==DatabaseType.Oracle) {
paySplit.SplitNum=DbHelper.GetNextOracleKey("paysplit","SplitNum");
int loopcount=0;
while(loopcount<100){
try {
return Insert(paySplit,true);
}
catch(Oracle.DataAccess.Client.OracleException ex){
if(ex.Number==1 && ex.Message.ToLower().Contains("unique constraint") && ex.Message.ToLower().Contains("violated")){
paySplit.SplitNum++;
loopcount++;
}
else{
throw ex;
}
}
}
throw new ApplicationException("Insert failed. Could not generate primary key.");
}
else {
return Insert(paySplit,false);
}
}
///<summary>Updates one PaySplit in the database.</summary>
public static void Update(PaySplit paySplit)
{
string command = "UPDATE paysplit SET "
+ "SplitAmt = '" + POut.Double(paySplit.SplitAmt) + "', "
+ "PatNum = " + POut.Long(paySplit.PatNum) + ", "
+ "ProcDate = " + POut.Date(paySplit.ProcDate) + ", "
+ "PayNum = " + POut.Long(paySplit.PayNum) + ", "
+ "IsDiscount = " + POut.Bool(paySplit.IsDiscount) + ", "
+ "DiscountType = " + POut.Byte(paySplit.DiscountType) + ", "
+ "ProvNum = " + POut.Long(paySplit.ProvNum) + ", "
+ "PayPlanNum = " + POut.Long(paySplit.PayPlanNum) + ", "
+ "DatePay = " + POut.Date(paySplit.DatePay) + ", "
+ "ProcNum = " + POut.Long(paySplit.ProcNum) + ", "
//DateEntry not allowed to change
+ "UnearnedType = " + POut.Long(paySplit.UnearnedType) + ", "
+ "ClinicNum = " + POut.Long(paySplit.ClinicNum) + ", "
//SecUserNumEntry excluded from update
//SecDateTEdit can only be set by MySQL
+ "FSplitNum = " + POut.Long(paySplit.FSplitNum) + ", "
+ "AdjNum = " + POut.Long(paySplit.AdjNum) + ", "
+ "PayPlanChargeNum= " + POut.Long(paySplit.PayPlanChargeNum) + " "
+ "WHERE SplitNum = " + POut.Long(paySplit.SplitNum);
Db.NonQ(command);
}
private static List <PaySplit> RefreshAndFill(string command)
{
DataTable table = General.GetTable(command);
List <PaySplit> retVal = new List <PaySplit>();
PaySplit split;
for (int i = 0; i < table.Rows.Count; i++)
{
split = new PaySplit();
split.SplitNum = PIn.PInt(table.Rows[i][0].ToString());
split.SplitAmt = PIn.PDouble(table.Rows[i][1].ToString());
split.PatNum = PIn.PInt(table.Rows[i][2].ToString());
split.ProcDate = PIn.PDate(table.Rows[i][3].ToString());
split.PayNum = PIn.PInt(table.Rows[i][4].ToString());
//List[i].IsDiscount = PIn.PBool (table.Rows[i][5].ToString());
//List[i].DiscountType= PIn.PInt (table.Rows[i][6].ToString());
split.ProvNum = PIn.PInt(table.Rows[i][7].ToString());
split.PayPlanNum = PIn.PInt(table.Rows[i][8].ToString());
split.DatePay = PIn.PDate(table.Rows[i][9].ToString());
split.ProcNum = PIn.PInt(table.Rows[i][10].ToString());
split.DateEntry = PIn.PDate(table.Rows[i][11].ToString());
retVal.Add(split);
}
return(retVal);
}
///<summary>Converts a DataTable to a list of objects.</summary>
public static List <PaySplit> TableToList(DataTable table)
{
List <PaySplit> retVal = new List <PaySplit>();
PaySplit paySplit;
foreach (DataRow row in table.Rows)
{
paySplit = new PaySplit();
paySplit.SplitNum = PIn.Long(row["SplitNum"].ToString());
paySplit.SplitAmt = PIn.Double(row["SplitAmt"].ToString());
paySplit.PatNum = PIn.Long(row["PatNum"].ToString());
paySplit.ProcDate = PIn.Date(row["ProcDate"].ToString());
paySplit.PayNum = PIn.Long(row["PayNum"].ToString());
paySplit.IsDiscount = PIn.Bool(row["IsDiscount"].ToString());
paySplit.DiscountType = PIn.Byte(row["DiscountType"].ToString());
paySplit.ProvNum = PIn.Long(row["ProvNum"].ToString());
paySplit.PayPlanNum = PIn.Long(row["PayPlanNum"].ToString());
paySplit.DatePay = PIn.Date(row["DatePay"].ToString());
paySplit.ProcNum = PIn.Long(row["ProcNum"].ToString());
paySplit.DateEntry = PIn.Date(row["DateEntry"].ToString());
paySplit.UnearnedType = PIn.Long(row["UnearnedType"].ToString());
paySplit.ClinicNum = PIn.Long(row["ClinicNum"].ToString());
paySplit.SecUserNumEntry = PIn.Long(row["SecUserNumEntry"].ToString());
paySplit.SecDateTEdit = PIn.DateT(row["SecDateTEdit"].ToString());
paySplit.FSplitNum = PIn.Long(row["FSplitNum"].ToString());
paySplit.AdjNum = PIn.Long(row["AdjNum"].ToString());
paySplit.PayPlanChargeNum = PIn.Long(row["PayPlanChargeNum"].ToString());
retVal.Add(paySplit);
}
return(retVal);
}
///<summary>Converts a DataTable to a list of objects.</summary>
public static List <PaySplit> TableToList(DataTable table)
{
List <PaySplit> retVal = new List <PaySplit>();
PaySplit paySplit;
for (int i = 0; i < table.Rows.Count; i++)
{
paySplit = new PaySplit();
paySplit.SplitNum = PIn.Long(table.Rows[i]["SplitNum"].ToString());
paySplit.SplitAmt = PIn.Double(table.Rows[i]["SplitAmt"].ToString());
paySplit.PatNum = PIn.Long(table.Rows[i]["PatNum"].ToString());
paySplit.ProcDate = PIn.Date(table.Rows[i]["ProcDate"].ToString());
paySplit.PayNum = PIn.Long(table.Rows[i]["PayNum"].ToString());
paySplit.IsDiscount = PIn.Bool(table.Rows[i]["IsDiscount"].ToString());
paySplit.DiscountType = PIn.Byte(table.Rows[i]["DiscountType"].ToString());
paySplit.ProvNum = PIn.Long(table.Rows[i]["ProvNum"].ToString());
paySplit.PayPlanNum = PIn.Long(table.Rows[i]["PayPlanNum"].ToString());
paySplit.DatePay = PIn.Date(table.Rows[i]["DatePay"].ToString());
paySplit.ProcNum = PIn.Long(table.Rows[i]["ProcNum"].ToString());
paySplit.DateEntry = PIn.Date(table.Rows[i]["DateEntry"].ToString());
paySplit.UnearnedType = PIn.Long(table.Rows[i]["UnearnedType"].ToString());
paySplit.ClinicNum = PIn.Long(table.Rows[i]["ClinicNum"].ToString());
retVal.Add(paySplit);
}
return(retVal);
}
public static GridRow CreateRowForPaySplit(DataRow rowBundlePayment, PaySplit paySplit, bool isDynamic = false)
{
string descript = Defs.GetName(DefCat.PaymentTypes, PIn.Long(rowBundlePayment["PayType"].ToString()));
if (rowBundlePayment["CheckNum"].ToString() != "")
{
descript += " #" + rowBundlePayment["CheckNum"].ToString();
}
descript += " " + paySplit.SplitAmt.ToString("c");
if (PIn.Double(rowBundlePayment["PayAmt"].ToString()) != paySplit.SplitAmt)
{
descript += Lans.g("PayPlanL", "(split)");
}
GridRow row = new GridRow();
row.Cells.Add(paySplit.DatePay.ToShortDateString()); //0 Date
row.Cells.Add(Providers.GetAbbr(PIn.Long(rowBundlePayment["ProvNum"].ToString()))); //1 Prov Abbr
row.Cells.Add(descript); //2 Descript
row.Cells.Add(""); //3 Principal
row.Cells.Add(""); //4 Interest
row.Cells.Add(""); //5 Due
row.Cells.Add(paySplit.SplitAmt.ToString("n")); //6 Payment
if (!isDynamic)
{
row.Cells.Add(""); //7 Adjustment - Does not exist for dynamic payment plans
}
row.Cells.Add(""); //8 Balance (filled later)
row.Tag = paySplit;
row.ColorText = Defs.GetDefByExactName(DefCat.AccountColors, "Payment").ItemColor;
return(row);
}
///<summary>Returns true if Update(PaySplit,PaySplit) would make changes to the database.
///Does not make any changes to the database and can be called before remoting role is checked.</summary>
public static bool UpdateComparison(PaySplit paySplit, PaySplit oldPaySplit)
{
if (paySplit.SplitAmt != oldPaySplit.SplitAmt)
{
return(true);
}
if (paySplit.PatNum != oldPaySplit.PatNum)
{
return(true);
}
if (paySplit.ProcDate.Date != oldPaySplit.ProcDate.Date)
{
return(true);
}
if (paySplit.PayNum != oldPaySplit.PayNum)
{
return(true);
}
if (paySplit.IsDiscount != oldPaySplit.IsDiscount)
{
return(true);
}
if (paySplit.DiscountType != oldPaySplit.DiscountType)
{
return(true);
}
if (paySplit.ProvNum != oldPaySplit.ProvNum)
{
return(true);
}
if (paySplit.PayPlanNum != oldPaySplit.PayPlanNum)
{
return(true);
}
if (paySplit.DatePay.Date != oldPaySplit.DatePay.Date)
{
return(true);
}
if (paySplit.ProcNum != oldPaySplit.ProcNum)
{
return(true);
}
//DateEntry not allowed to change
if (paySplit.UnearnedType != oldPaySplit.UnearnedType)
{
return(true);
}
if (paySplit.ClinicNum != oldPaySplit.ClinicNum)
{
return(true);
}
//SecUserNumEntry excluded from update
//SecDateTEdit can only be set by MySQL
if (paySplit.FSplitNum != oldPaySplit.FSplitNum)
{
return(true);
}
return(false);
}
private void gridMain_CellDoubleClick(object sender, ODGridClickEventArgs e)
{
PaySplit paySplit = (PaySplit)gridMain.ListGridRows[e.Row].Tag;
ListSelectedSplits.Clear();
ListSelectedSplits.Add(paySplit);
DialogResult = DialogResult.OK;
}
private void ButCancel_Click(object sender, System.EventArgs e)
{
if (IsNew)
{
PaySplitCur = null;
}
DialogResult = DialogResult.Cancel;
}
private void FindSplits(bool isShowAll)
{
ListSelectedSplits = new List <PaySplit>();
if (IsPrePay)
{
if (isShowAll) //this will find all splits for the family, even if they have already been allocated.
{
GetSplitsForPats(isShowAll);
return;
}
if (ListUnallocatedSplits == null)
{
_listPaySplits = PaySplits.GetPrepayForFam(Patients.GetFamily(_patNum));
List <PaySplit> listSplitsForSplits = PaySplits.GetSplitsForPrepay(_listPaySplits);
for (int i = _listPaySplits.Count - 1; i >= 0; i--)
{
PaySplit split = _listPaySplits[i];
List <PaySplit> listSplitsForSplit = listSplitsForSplits.FindAll(x => x.FSplitNum == split.SplitNum);
decimal splitTotal = 0;
foreach (PaySplits.PaySplitAssociated splitAssociated in ListPaySplitAssociated)
{
if (splitAssociated.PaySplitOrig.SplitNum == split.SplitNum && splitAssociated != SplitAssociatedDetached)
{
//add in amounts for assoications just made within payment window
splitTotal += (decimal)splitAssociated.PaySplitLinked.SplitAmt;
}
}
foreach (PaySplit paySplit in listSplitsForSplit)
{
if (paySplit.SplitNum == SplitNumCur)
{
continue;
}
splitTotal += (decimal)paySplit.SplitAmt; //add in amounts associated from previous payments
}
decimal leftOverAmt = (decimal)split.SplitAmt + splitTotal; //splitTotal should be negative.
if (leftOverAmt <= 0)
{
_listPaySplits.Remove(split);
}
else
{
_dictLeftOverAmounts[split.SplitNum] = leftOverAmt;
}
}
}
else
{
_listPaySplits = ListUnallocatedSplits;
}
}
else
{
GetSplitsForPats(isShowAll);
}
}
private void UpdatePaySplitHelper(PaySplit ps, long patNum, long provNum, long clinicNum, long payNum)
{
if (payNum != 0 && payNum == ps.PayNum)
{
ps.PatNum = patNum;
ps.ProvNum = provNum;
ps.ClinicNum = clinicNum;
PaySplits.Update(ps);
}
}
private void FormProcSelect_Load(object sender, System.EventArgs e)
{
if (_isMultiSelect)
{
gridMain.SelectionMode = OpenDental.UI.GridSelectionMode.MultiExtended;
}
_listSelectedProcs = new List <Procedure>();
_listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patNumCur
});
if (ShowTpProcs)
{
_listProcedures.AddRange(Procedures.GetTpForPats(new List <long> {
_patNumCur
}));
}
_listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patNumCur
});
_listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patNumCur), _patNumCur).ToList(); //Does not get charges for the future.
_listPaySplits = PaySplits.GetForPats(new List <long> {
_patNumCur
}); //Might contain payplan payments.
foreach (PaySplit split in ListSplitsCur)
{
//If this is a new payment, its paysplits will not be in the database yet, so we need to add them manually. We might also need to set the
//ProcNum on the pay split if it has changed and has not been saved to the database.
PaySplit splitDb = _listPaySplits.FirstOrDefault(x => x.IsSame(split));
if (splitDb == null)
{
_listPaySplits.Add(split);
}
else
{
splitDb.ProcNum = split.ProcNum;
}
}
_listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patNumCur
});
_listClaimProcs = ClaimProcs.GetForProcs(_listProcedures.Select(x => x.ProcNum).ToList());
labelUnallocated.Visible = _doShowUnallocatedLabel;
if (PrefC.GetInt(PrefName.RigorousAdjustments) == (int)RigorousAdjustments.DontEnforce)
{
radioIncludeAllCredits.Checked = true;
}
else
{
radioOnlyAllocatedCredits.Checked = true;
}
FillGrid();
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (gridMain.GetSelectedIndex() == -1)
{
MsgBox.Show(this, "Please select an item first.");
return;
}
ListSelectedSplits.Clear();
PaySplit paySplit = (PaySplit)gridMain.ListGridRows[gridMain.GetSelectedIndex()].Tag;
ListSelectedSplits.Add(paySplit);
DialogResult = DialogResult.OK;
}
private void butDelete_Click(object sender, System.EventArgs e)
{
if (!MsgBox.Show(this, true, "Delete Item?"))
{
return;
}
PaySplitCur = null;
if (IsNew)
{
DialogResult = DialogResult.Cancel;
return;
}
DialogResult = DialogResult.OK;
}
///<summary>Inserts one PaySplit into the database. Returns the new priKey. Doesn't use the cache.</summary>
public static long InsertNoCache(PaySplit paySplit)
{
if (DataConnection.DBtype == DatabaseType.MySql)
{
return(InsertNoCache(paySplit, false));
}
else
{
if (DataConnection.DBtype == DatabaseType.Oracle)
{
paySplit.SplitNum = DbHelper.GetNextOracleKey("paysplit", "SplitNum"); //Cacheless method
}
return(InsertNoCache(paySplit, true));
}
}
///<summary>Used once in ContrAccount to just get the splits for a single patient. The supplied list also contains splits that are not necessarily for this one patient.</summary>
public static PaySplit[] GetForPatient(int patNum, PaySplit[] List)
{
ArrayList retVal = new ArrayList();
for (int i = 0; i < List.Length; i++)
{
if (List[i].PatNum == patNum)
{
retVal.Add(List[i]);
}
}
PaySplit[] retList = new PaySplit[retVal.Count];
retVal.CopyTo(retList);
return(retList);
}
private void FindSplits(bool isShowAll)
{
ListSelectedSplits = new List <PaySplit>();
if (IsPrePay)
{
if (isShowAll) //this will find all splits for the family, even if they have already been allocated.
{
GetSplitsForPats(isShowAll);
return;
}
if (ListUnallocatedSplits == null)
{
_listPaySplits = PaySplits.GetPrepayForFam(Patients.GetFamily(_patNum));
List <PaySplit> listSplitsForSplits = PaySplits.GetSplitsForPrepay(_listPaySplits);
for (int i = _listPaySplits.Count - 1; i >= 0; i--)
{
PaySplit split = _listPaySplits[i];
List <PaySplit> listSplitsForSplit = listSplitsForSplits.FindAll(x => x.FSplitNum == split.SplitNum);
decimal splitTotal = 0;
foreach (PaySplit paySplit in listSplitsForSplit)
{
if (paySplit.SplitNum == SplitNumCur)
{
continue;
}
splitTotal += (decimal)paySplit.SplitAmt;
}
decimal leftOverAmt = (decimal)split.SplitAmt + splitTotal + AmtAllocated; //splitTotal should be negative.
if (leftOverAmt <= 0)
{
_listPaySplits.Remove(split);
}
else
{
split.SplitAmt = (double)leftOverAmt; //This will cause the left over amount to show up in the grid. We don't do any saving in this form.
}
}
}
else
{
_listPaySplits = ListUnallocatedSplits;
}
}
else
{
GetSplitsForPats(isShowAll);
}
}
///<summary></summary>
public static void Update(PaySplit split)
{
string command = "UPDATE paysplit SET "
+ "SplitAmt = '" + POut.PDouble(split.SplitAmt) + "'"
+ ",PatNum = '" + POut.PInt(split.PatNum) + "'"
+ ",ProcDate = " + POut.PDate(split.ProcDate)
+ ",PayNum = '" + POut.PInt(split.PayNum) + "'"
+ ",ProvNum = '" + POut.PInt(split.ProvNum) + "'"
+ ",PayPlanNum = '" + POut.PInt(split.PayPlanNum) + "'"
+ ",DatePay = " + POut.PDate(split.DatePay)
+ ",ProcNum = '" + POut.PInt(split.ProcNum) + "'"
//+ ",DateEntry = '" +POut.PDate (DateEntry)+"'"//not allowed to change
+ " WHERE splitNum = '" + POut.PInt(split.SplitNum) + "'";
General.NonQ(command);
}
///<summary>Inserts one PaySplit into the database. Provides option to use the existing priKey. Doesn't use the cache.</summary>
public static long InsertNoCache(PaySplit paySplit, bool useExistingPK)
{
bool isRandomKeys = Prefs.GetBoolNoCache(PrefName.RandomPrimaryKeys);
string command = "INSERT INTO paysplit (";
if (!useExistingPK && isRandomKeys)
{
paySplit.SplitNum = ReplicationServers.GetKeyNoCache("paysplit", "SplitNum");
}
if (isRandomKeys || useExistingPK)
{
command += "SplitNum,";
}
command += "SplitAmt,PatNum,ProcDate,PayNum,IsDiscount,DiscountType,ProvNum,PayPlanNum,DatePay,ProcNum,DateEntry,UnearnedType,ClinicNum,SecUserNumEntry,FSplitNum,AdjNum,PayPlanChargeNum) VALUES(";
if (isRandomKeys || useExistingPK)
{
command += POut.Long(paySplit.SplitNum) + ",";
}
command +=
"'" + POut.Double(paySplit.SplitAmt) + "',"
+ POut.Long(paySplit.PatNum) + ","
+ POut.Date(paySplit.ProcDate) + ","
+ POut.Long(paySplit.PayNum) + ","
+ POut.Bool(paySplit.IsDiscount) + ","
+ POut.Byte(paySplit.DiscountType) + ","
+ POut.Long(paySplit.ProvNum) + ","
+ POut.Long(paySplit.PayPlanNum) + ","
+ POut.Date(paySplit.DatePay) + ","
+ POut.Long(paySplit.ProcNum) + ","
+ DbHelper.Now() + ","
+ POut.Long(paySplit.UnearnedType) + ","
+ POut.Long(paySplit.ClinicNum) + ","
+ POut.Long(paySplit.SecUserNumEntry) + ","
//SecDateTEdit can only be set by MySQL
+ POut.Long(paySplit.FSplitNum) + ","
+ POut.Long(paySplit.AdjNum) + ","
+ POut.Long(paySplit.PayPlanChargeNum) + ")";
if (useExistingPK || isRandomKeys)
{
Db.NonQ(command);
}
else
{
paySplit.SplitNum = Db.NonQ(command, true, "SplitNum", "paySplit");
}
return(paySplit.SplitNum);
}
///<summary></summary>
public static void Insert(PaySplit split)
{
if (PrefB.RandomKeys)
{
split.SplitNum = MiscData.GetKey("paysplit", "SplitNum");
}
string command = "INSERT INTO paysplit (";
if (PrefB.RandomKeys)
{
command += "SplitNum,";
}
command += "SplitAmt,PatNum,ProcDate, "
+ "PayNum,IsDiscount,DiscountType,ProvNum,PayPlanNum,DatePay,ProcNum,DateEntry) VALUES(";
if (PrefB.RandomKeys)
{
command += "'" + POut.PInt(split.SplitNum) + "', ";
}
command +=
"'" + POut.PDouble(split.SplitAmt) + "', "
+ "'" + POut.PInt(split.PatNum) + "', "
+ POut.PDate(split.ProcDate) + ", "
+ "'" + POut.PInt(split.PayNum) + "', "
+ "'0', " //IsDiscount
+ "'0', " //DiscountType
+ "'" + POut.PInt(split.ProvNum) + "', "
+ "'" + POut.PInt(split.PayPlanNum) + "', "
+ POut.PDate(split.DatePay) + ", "
+ "'" + POut.PInt(split.ProcNum) + "', ";
if (FormChooseDatabase.DBtype == DatabaseType.Oracle)
{
command += POut.PDateT(MiscData.GetNowDateTime());
}
else //Assume MySQL
{
command += "NOW()";
}
command += ")"; //DateEntry: date of server
if (PrefB.RandomKeys)
{
General.NonQ(command);
}
else
{
split.SplitNum = General.NonQ(command, true);
}
}
public void PaymentEdit_AllocateUnearned_LinkToOriginalPrepayment()
{
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
//create prepayment of $100
long provNum = ProviderT.CreateProvider("SG");
Clinic clinic1 = ClinicT.CreateClinic("Clinic1");
Family fam = Patients.GetFamily(pat.PatNum);
//create original prepayment.
PaySplit prePay = PaySplitT.CreatePrepayment(pat.PatNum, 100, DateTime.Today.AddDays(-1), provNum, clinic1.ClinicNum);
//complete a procedure
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 50, provNum: provNum);
//Setup to run the PaymentEdit.AllocateUnearned
List <PaySplit> listPaySplits = new List <PaySplit>();
List <PaySplit> listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
//Unearned amount should be $100.
double unearnedAmt = (double)PaySplits.GetUnearnedForFam(fam, listFamPrePaySplits);
Assert.AreEqual(100, unearnedAmt);
//Create the payment we will use to allocate some of the $100 prepayment.
Payment pay = PaymentT.MakePaymentForPrepayment(pat, clinic1);
//Run the AllocateUnearned method. This a list of paysplitAssociated.
//The ref list of paysplits should also have the new paysplits that are associated to the original prepayment.
List <PaySplits.PaySplitAssociated> listPaySplitAssociated = PaymentEdit.AllocateUnearned(new List <Procedure> {
proc1
}, ref listPaySplits, pay, unearnedAmt, fam);
//Insert the paysplits and link the prepayment paysplits. This is similar to what is done when a user creates a payment from FormPayment.cs.
PaySplitT.InsertPrepaymentSplits(listPaySplits, listPaySplitAssociated);
//The ref list of paysplits should have the correct allocated prepayment amount.
Assert.AreEqual(-50, listPaySplits.Where(x => x.UnearnedType != 0).Sum(x => x.SplitAmt));
//Create new procedure
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 100, provNum: provNum);
//Now do what we just did again for a new procedure. The unallocated amount should be $50.
listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
unearnedAmt = (double)PaySplits.GetUnearnedForFam(fam, listFamPrePaySplits);
Assert.AreEqual(50, unearnedAmt);
List <PaySplit> listPaySplitsUnearned = new List <PaySplit>();
pay = PaymentT.MakePaymentForPrepayment(pat, clinic1);
List <PaySplits.PaySplitAssociated> retVal = PaymentEdit.AllocateUnearned(new List <Procedure> {
proc2
}, ref listPaySplitsUnearned, pay, unearnedAmt, fam);
Assert.AreEqual(2, retVal.Count);
Assert.AreEqual(-50, listPaySplitsUnearned.Where(x => x.UnearnedType != 0).Sum(x => x.SplitAmt));
}
public static List <PaySplit> CreatePaySplitsForPrepayment(Procedure proc, double amtToUse, PaySplit prePaySplit = null, Clinic clinic = null, long prov = 0)
{
List <PaySplit> retVal = new List <PaySplit>();
long clinicNum = prePaySplit?.ClinicNum ?? clinic?.ClinicNum ?? proc.ClinicNum;
long provNum = prePaySplit?.ProvNum ?? prov;
if (clinic != null)
{
clinicNum = clinic.ClinicNum;
}
if (prov != 0)
{
provNum = prov;
}
Def unearnedType = Defs.GetDefByExactName(DefCat.PaySplitUnearnedType, "PrePayment") ?? DefinitionT.CreateDefinition(DefCat.PaySplitUnearnedType, "PrePayment");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefinitionT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(proc.PatNum, amtToUse, payDate: DateTime.Now, clinicNum: clinicNum, payType: unearnedType.DefNum);
PaySplit splitNeg = new PaySplit();
splitNeg.PatNum = prePaySplit?.PatNum ?? proc.PatNum;
splitNeg.PayNum = pay.PayNum;
splitNeg.FSplitNum = prePaySplit?.SplitNum ?? 0;
splitNeg.ClinicNum = clinicNum;
splitNeg.ProvNum = provNum;
splitNeg.SplitAmt = 0 - amtToUse;
splitNeg.UnearnedType = prePaySplit?.UnearnedType ?? unearnedType.DefNum;
splitNeg.DatePay = DateTime.Now;
PaySplits.Insert(splitNeg);
retVal.Add(splitNeg);
//Make a different paysplit attached to proc and prov they want to use it for.
PaySplit splitPos = new PaySplit();
splitPos.PatNum = prePaySplit?.PatNum ?? proc.PatNum;
splitPos.PayNum = pay.PayNum;
splitPos.FSplitNum = splitNeg.SplitNum;
splitPos.ProvNum = provNum;
splitPos.ClinicNum = clinicNum;
splitPos.SplitAmt = amtToUse;
splitPos.DatePay = DateTime.Now;
splitPos.ProcNum = proc.ProcNum;
PaySplits.Insert(splitPos);
retVal.Add(splitPos);
return(retVal);
}
private void butOK_Click(object sender, System.EventArgs e) {
if(textAmount.errorProvider1.GetError(textAmount)!="") {
MsgBox.Show(this,"Please fix data entry errors first.");
return;
}
if(textAmount.Text=="") {
MsgBox.Show(this,"Please enter an amount.");
return;
}
double amt=PIn.PDouble(textAmount.Text);
if(amt<=0) {
MsgBox.Show(this,"Amount must be be greater than zero.");
return;
}
if(comboProvFrom.SelectedIndex==-1 || comboProvTo.SelectedIndex==-1){
MsgBox.Show(this,"Providers must be selected");
return;
}
if(FromPatNum==0 || ToPatNum==0){
MsgBox.Show(this,"Patients must be selected");
return;
}
SplitList=new List<PaySplit>();
//From-----------------------------------------------------------------------------------
PaySplit split=new PaySplit();
split.PatNum=FromPatNum;
split.PayNum=PayNum;
split.ProcDate=DateTime.Today;//will be updated in parent form.
split.DatePay=DateTime.Today;//will be updated when closing parent form.
split.ProvNum=Providers.List[comboProvFrom.SelectedIndex].ProvNum;
split.SplitAmt=-amt;
SplitList.Add(split);
//To-----------------------------------------------------------------------------------
split=new PaySplit();
split.PatNum=ToPatNum;
split.PayNum=PayNum;
split.ProcDate=DateTime.Today;//will be updated in parent form.
split.DatePay=DateTime.Today;//will be updated when closing parent form.
split.ProvNum=Providers.List[comboProvTo.SelectedIndex].ProvNum;
split.SplitAmt=amt;
SplitList.Add(split);
DialogResult=DialogResult.OK;
}
public static PaySplit CreateSplit(long clinicNum, long patNum, long payNum, long payplanNum, DateTime procDate, long procNum, long provNum
, double splitAmt, long unearnedType)
{
PaySplit paysplit = new PaySplit()
{
ClinicNum = clinicNum,
PatNum = patNum,
PayNum = payNum,
PayPlanNum = payplanNum,
ProcDate = procDate,
ProcNum = procNum,
ProvNum = provNum,
SplitAmt = splitAmt,
UnearnedType = unearnedType
};
PaySplits.Insert(paysplit);
return(paysplit);
}
public static PaySplit CreatePrepayment(long patNum, int amt, DateTime datePay, long provNum = 0, long clinicNum = 0)
{
Def unearnedType = Defs.GetDefByExactName(DefCat.PaySplitUnearnedType, "PrePayment") ?? DefinitionT.CreateDefinition(DefCat.PaySplitUnearnedType, "PrePayment");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefinitionT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(patNum, amt, datePay, clinicNum: clinicNum, payType: payType.DefNum);
PaySplit split = new PaySplit();
split.PayNum = pay.PayNum;
split.PatNum = pay.PatNum;
split.DatePay = datePay;
split.ClinicNum = pay.ClinicNum;
split.PayPlanNum = 0;
split.ProvNum = provNum;
split.ProcNum = 0;
split.SplitAmt = amt;
split.DateEntry = datePay;
split.UnearnedType = unearnedType.DefNum;
PaySplits.Insert(split);
return(split);
}
///<summary>Converts a DataTable to a list of objects.</summary>
public static List<PaySplit> TableToList(DataTable table){
List<PaySplit> retVal=new List<PaySplit>();
PaySplit paySplit;
for(int i=0;i<table.Rows.Count;i++) {
paySplit=new PaySplit();
paySplit.SplitNum = PIn.Long (table.Rows[i]["SplitNum"].ToString());
paySplit.SplitAmt = PIn.Double(table.Rows[i]["SplitAmt"].ToString());
paySplit.PatNum = PIn.Long (table.Rows[i]["PatNum"].ToString());
paySplit.ProcDate = PIn.Date (table.Rows[i]["ProcDate"].ToString());
paySplit.PayNum = PIn.Long (table.Rows[i]["PayNum"].ToString());
paySplit.IsDiscount = PIn.Bool (table.Rows[i]["IsDiscount"].ToString());
paySplit.DiscountType= PIn.Byte (table.Rows[i]["DiscountType"].ToString());
paySplit.ProvNum = PIn.Long (table.Rows[i]["ProvNum"].ToString());
paySplit.PayPlanNum = PIn.Long (table.Rows[i]["PayPlanNum"].ToString());
paySplit.DatePay = PIn.Date (table.Rows[i]["DatePay"].ToString());
paySplit.ProcNum = PIn.Long (table.Rows[i]["ProcNum"].ToString());
paySplit.DateEntry = PIn.Date (table.Rows[i]["DateEntry"].ToString());
paySplit.UnearnedType= PIn.Long (table.Rows[i]["UnearnedType"].ToString());
paySplit.ClinicNum = PIn.Long (table.Rows[i]["ClinicNum"].ToString());
retVal.Add(paySplit);
}
return retVal;
}
///<summary>Updates one PaySplit in the database. Uses an old object to compare to, and only alters changed fields. This prevents collisions and concurrency problems in heavily used tables.</summary>
internal static void Update(PaySplit paySplit,PaySplit oldPaySplit)
{
string command="";
if(paySplit.SplitAmt != oldPaySplit.SplitAmt) {
if(command!=""){ command+=",";}
command+="SplitAmt = '"+POut.Double(paySplit.SplitAmt)+"'";
}
if(paySplit.PatNum != oldPaySplit.PatNum) {
if(command!=""){ command+=",";}
command+="PatNum = "+POut.Long(paySplit.PatNum)+"";
}
if(paySplit.ProcDate != oldPaySplit.ProcDate) {
if(command!=""){ command+=",";}
command+="ProcDate = "+POut.Date(paySplit.ProcDate)+"";
}
if(paySplit.PayNum != oldPaySplit.PayNum) {
if(command!=""){ command+=",";}
command+="PayNum = "+POut.Long(paySplit.PayNum)+"";
}
if(paySplit.IsDiscount != oldPaySplit.IsDiscount) {
if(command!=""){ command+=",";}
command+="IsDiscount = "+POut.Bool(paySplit.IsDiscount)+"";
}
if(paySplit.DiscountType != oldPaySplit.DiscountType) {
if(command!=""){ command+=",";}
command+="DiscountType = "+POut.Byte(paySplit.DiscountType)+"";
}
if(paySplit.ProvNum != oldPaySplit.ProvNum) {
if(command!=""){ command+=",";}
command+="ProvNum = "+POut.Long(paySplit.ProvNum)+"";
}
if(paySplit.PayPlanNum != oldPaySplit.PayPlanNum) {
if(command!=""){ command+=",";}
command+="PayPlanNum = "+POut.Long(paySplit.PayPlanNum)+"";
}
if(paySplit.DatePay != oldPaySplit.DatePay) {
if(command!=""){ command+=",";}
command+="DatePay = "+POut.Date(paySplit.DatePay)+"";
}
if(paySplit.ProcNum != oldPaySplit.ProcNum) {
if(command!=""){ command+=",";}
command+="ProcNum = "+POut.Long(paySplit.ProcNum)+"";
}
//DateEntry not allowed to change
if(paySplit.UnearnedType != oldPaySplit.UnearnedType) {
if(command!=""){ command+=",";}
command+="UnearnedType = "+POut.Long(paySplit.UnearnedType)+"";
}
if(paySplit.ClinicNum != oldPaySplit.ClinicNum) {
if(command!=""){ command+=",";}
command+="ClinicNum = "+POut.Long(paySplit.ClinicNum)+"";
}
if(command==""){
return;
}
command="UPDATE paysplit SET "+command
+" WHERE SplitNum = "+POut.Long(paySplit.SplitNum);
Db.NonQ(command);
}
///<summary>Updates one PaySplit in the database.</summary>
internal static void Update(PaySplit paySplit)
{
string command="UPDATE paysplit SET "
+"SplitAmt = '"+POut.Double(paySplit.SplitAmt)+"', "
+"PatNum = "+POut.Long (paySplit.PatNum)+", "
+"ProcDate = "+POut.Date (paySplit.ProcDate)+", "
+"PayNum = "+POut.Long (paySplit.PayNum)+", "
+"IsDiscount = "+POut.Bool (paySplit.IsDiscount)+", "
+"DiscountType= "+POut.Byte (paySplit.DiscountType)+", "
+"ProvNum = "+POut.Long (paySplit.ProvNum)+", "
+"PayPlanNum = "+POut.Long (paySplit.PayPlanNum)+", "
+"DatePay = "+POut.Date (paySplit.DatePay)+", "
+"ProcNum = "+POut.Long (paySplit.ProcNum)+", "
//DateEntry not allowed to change
+"UnearnedType= "+POut.Long (paySplit.UnearnedType)+", "
+"ClinicNum = "+POut.Long (paySplit.ClinicNum)+" "
+"WHERE SplitNum = "+POut.Long(paySplit.SplitNum);
Db.NonQ(command);
}