///<summary>True if we are in HQ, AvaTax is enabled, we tax the customer's state, and either the customer's tax exempt field is not defined or
///they are explicitly not tax exempt. Executes a small query.</summary>
public static bool IsTaxable(long patNum)
{
if (!IsEnabled())
{
return(false); //Save a few db calls
}
Patient pat = Patients.GetPat(patNum);
if (pat == null)
{
return(false);
}
PatField taxExempt = null;
if (TaxExemptPatField != null)
{
taxExempt = PatFields.Refresh(patNum).FirstOrDefault(x => x.FieldName == TaxExemptPatField.FieldName);
}
if (ListTaxableStates.Count == 0)
{
return(false);
}
if (!HasTaxableState(pat)) //if they aren't taxable, skip them
{
return(false);
}
if (taxExempt != null && PIn.Bool(taxExempt.FieldValue))
{
return(false);
}
return(true);
}
///<summary>True if we are in HQ, AvaTax is enabled, we tax the customer's state, and the procedure has a taxable proccode. Note that if the
///customer has an invalid zip but all other conditions are met, we will still return true because this procedure is still taxable by our rules
///we just know we would get an error back from Avalara. This method returning false will result in the procedure being created as before
///but without tax, so we need to return true for an invalid zip and let Avalara produce the error. Can execute two queries.</summary>
public static bool DoSendProcToAvalara(Procedure proc, bool isSilent = false)
{
ProcedureCode procCode = ProcedureCodes.GetProcCode(proc.CodeNum);
if (!IsEnabled())
{
return(false);
}
if (proc.ProcFee == 0) //repeat charges for prepay use ProcFee=0
{
return(false);
}
Patient patient = Patients.GetPat(proc.PatNum);
//don't call IsTaxable() here, because that would get pat twice, so duplicating some if its functionality:
if (patient == null)
{
return(false);
}
if (ListTaxableStates.Count == 0)
{
return(false); //no taxable states
}
if (!HasTaxableState(patient)) //if this patient is not in a taxable state
{
return(false);
}
if (TaxExemptPatField == null) //no tax exempt pat field entered in setup
{
return(false);
}
PatField taxExempt = PatFields.Refresh(patient.PatNum).FirstOrDefault(x => x.FieldName == TaxExemptPatField.FieldName);
if (taxExempt != null && PIn.Bool(taxExempt.FieldValue)) //patient field exists and is true
{
return(false); //so not taxable
}
//end of the duplicated functionality from IsTaxable().
string procTaxCode = GetTaxOverrideIfNeeded(patient, procCode); //could be an avalara code, an override, or a percent
if (string.IsNullOrWhiteSpace(procTaxCode)) //if there is no avalara code or percent for this proc/state
{
return(false);
}
if (!Patients.HasValidUSZipCode(patient))
{
if (isSilent)
{
_logger.WriteLine($"Invalid ZipCode for PatNum {proc.PatNum} while running Repeat Charge Tool on {DateTime.Today}", LogLevel.Error);
}
else
{
//Remove the message box for now to avoid it from popping up on the server, stopping anyone using middletier to continue
//forward, because they can't click OK in the message box.
//MessageBox.Show("A valid zip code is required to process sales tax on procedures in this patient's state. "
//+"Please update the patient information with a valid zip code before continuing.");
}
}
return(true);
}
///<summary>Gets the data necessary to load the Family Module.</summary>
public static LoadData GetLoadData(long patNum, bool doCreateSecLog)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <LoadData>(MethodBase.GetCurrentMethod(), patNum, doCreateSecLog));
}
LoadData data = new LoadData();
data.Fam = Patients.GetFamily(patNum);
data.Pat = data.Fam.GetPatient(patNum);
data.ListPatPlans = PatPlans.Refresh(patNum);
if (!PatPlans.IsPatPlanListValid(data.ListPatPlans)) //PatPlans had invalid references and need to be refreshed.
{
data.ListPatPlans = PatPlans.Refresh(patNum);
}
data.PatNote = PatientNotes.Refresh(patNum, data.Pat.Guarantor);
data.ListInsSubs = InsSubs.RefreshForFam(data.Fam);
data.ListInsPlans = InsPlans.RefreshForSubList(data.ListInsSubs);
data.ListBenefits = Benefits.Refresh(data.ListPatPlans, data.ListInsSubs);
data.ListRecalls = Recalls.GetList(data.Fam.ListPats.Select(x => x.PatNum).ToList());
data.ArrPatFields = PatFields.Refresh(patNum);
data.SuperFamilyMembers = Patients.GetBySuperFamily(data.Pat.SuperFamily);
data.SuperFamilyGuarantors = Patients.GetSuperFamilyGuarantors(data.Pat.SuperFamily);
data.DictCloneSpecialities = Patients.GetClonesAndSpecialties(patNum);
data.PatPict = Documents.GetPatPictFromDb(patNum);
data.HasPatPict = (data.PatPict == null ? YN.No : YN.Yes);
List <DisplayField> listDisplayFields = DisplayFields.GetForCategory(DisplayFieldCategory.PatientInformation);
foreach (DisplayField field in listDisplayFields)
{
switch (field.InternalName)
{
case "Guardians":
data.ListGuardians = Guardians.Refresh(patNum);
break;
case "Pat Restrictions":
data.ListPatRestricts = PatRestrictions.GetAllForPat(patNum);
break;
case "Payor Types":
data.PayorTypeDesc = PayorTypes.GetCurrentDescription(patNum);
break;
case "PatFields":
data.ListPatFieldDefLinks = FieldDefLinks.GetForLocation(FieldLocations.Family);
break;
case "References":
data.ListCustRefEntries = CustRefEntries.GetEntryListForCustomer(patNum);
break;
case "Referrals":
data.ListRefAttaches = RefAttaches.Refresh(patNum);
break;
case "ResponsParty":
if (data.Pat.ResponsParty != 0)
{
data.ResponsibleParty = Patients.GetLim(data.Pat.ResponsParty);
}
break;
}
}
if (data.Pat.DiscountPlanNum != 0)
{
data.DiscountPlan = DiscountPlans.GetPlan(data.Pat.DiscountPlanNum);
}
data.ListMergeLinks = PatientLinks.GetLinks(data.Fam.ListPats.Select(x => x.PatNum).ToList(), PatientLinkType.Merge);
if (doCreateSecLog)
{
SecurityLogs.MakeLogEntry(Permissions.FamilyModule, patNum, "");
}
return(data);
}
