private void butDelete_Click(object sender, System.EventArgs e)
{
if (IsNew)
{
DialogResult = DialogResult.Cancel;
}
else
{
if (_listSplitsForAdjustment.Count > 0)
{
MsgBox.Show(this, "Cannot delete adjustment while a payment split is attached.");
return;
}
bool isAttachedToPayPlan = PayPlanLinks.GetForFKeyAndLinkType(_adjustmentCur.AdjNum, PayPlanLinkType.Adjustment).Count > 0;
if (isAttachedToPayPlan)
{
MsgBox.Show(this, "Cannot delete adjustment that is attached to a dynamic payment plan");
return;
}
if (_listSplitsForAdjustment.Count > 0 &&
!MsgBox.Show(this, MsgBoxButtons.YesNo, "There are payment splits associated to this adjustment. Do you want to continue deleting?"))
{ //There are splits for this adjustment
return;
}
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, _adjustmentCur.PatNum
, "Delete for patient: " + _patCur.GetNameLF() + ", " + _adjustmentCur.AdjAmt.ToString("c"), 0, _adjustmentCur.SecDateTEdit);
Adjustments.Delete(_adjustmentCur);
DialogResult = DialogResult.OK;
}
}
///<summary>For use with Dynamic Payment Plans. Production (proceudres and adjustments) is attached via PayPlanLinks.</summary>
public static PayPlanLink CreatePaymentPlanLink(PayPlan payplan, long procOrAdjNum, PayPlanLinkType linkType)
{
PayPlanLink link = new PayPlanLink();
link.PayPlanNum = payplan.PayPlanNum;
link.AmountOverride = 0;
link.FKey = procOrAdjNum;
link.LinkType = linkType;
PayPlanLinks.Insert(link);
return(link);
}
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 FormAdjust_Load(object sender, System.EventArgs e)
{
if (AvaTax.IsEnabled())
{
//We do not want to allow the user to make edits or delete SalesTax and SalesTaxReturn Adjustments. Popup if no permission so user knows why disabled.
if (AvaTax.IsEnabled() &&
(_adjustmentCur.AdjType == AvaTax.SalesTaxAdjType || _adjustmentCur.AdjType == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
DisableForm(textNote, butCancel);
textNote.ReadOnly = true; //This will allow the user to copy the note if desired.
}
}
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, true)) //Date not checked here. Message will show later.
{
if (!Security.IsAuthorized(Permissions.AdjustmentEditZero, true)) //Let user create an adjustment of zero if they have this perm.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
DialogResult = DialogResult.Cancel;
return;
}
//Make sure amount is 0 after OK click.
_checkZeroAmount = true;
}
}
else
{
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, _adjustmentCur.AdjDate))
{
butOK.Enabled = false;
butDelete.Enabled = false;
//User can't edit but has edit zero amount perm. Allow delete only if date is today.
if (Security.IsAuthorized(Permissions.AdjustmentEditZero, true) &&
_adjustmentCur.AdjAmt == 0 &&
_adjustmentCur.DateEntry.Date == MiscData.GetNowDateTime().Date)
{
butDelete.Enabled = true;
}
}
bool isAttachedToPayPlan = PayPlanLinks.GetForFKeyAndLinkType(_adjustmentCur.AdjNum, PayPlanLinkType.Adjustment).Count > 0;
_listSplitsForAdjustment = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
if (_listSplitsForAdjustment.Count > 0 || isAttachedToPayPlan)
{
butAttachProc.Enabled = false;
butDetachProc.Enabled = false;
labelProcDisabled.Visible = true;
}
//Do not let the user change the adjustment type if the current adjustment is a "discount plan" adjustment type.
if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp")
{
labelAdditions.Text = Lan.g(this, "Discount Plan") + ": " + Defs.GetName(DefCat.AdjTypes, _adjustmentCur.AdjType);
labelSubtractions.Visible = false;
listTypePos.Visible = false;
listTypeNeg.Visible = false;
}
}
textDateEntry.Text = _adjustmentCur.DateEntry.ToShortDateString();
textAdjDate.Text = _adjustmentCur.AdjDate.ToShortDateString();
textProcDate.Text = _adjustmentCur.ProcDate.ToShortDateString();
if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "+") //pos
{
textAmount.Text = _adjustmentCur.AdjAmt.ToString("F");
}
else if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "-") //neg
{
textAmount.Text = (-_adjustmentCur.AdjAmt).ToString("F"); //shows without the neg sign
}
else if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp") //Discount Plan (neg)
{
textAmount.Text = (-_adjustmentCur.AdjAmt).ToString("F"); //shows without the neg sign
}
comboClinic.SelectedClinicNum = _adjustmentCur.ClinicNum;
comboProv.SetSelectedProvNum(_adjustmentCur.ProvNum);
FillComboProv();
if (_adjustmentCur.ProcNum != 0 && PrefC.GetInt(PrefName.RigorousAdjustments) == (int)RigorousAdjustments.EnforceFully)
{
comboProv.Enabled = false;
butPickProv.Enabled = false;
comboClinic.Enabled = false;
if (Security.IsAuthorized(Permissions.Setup, true))
{
labelEditAnyway.Visible = true;
butEditAnyway.Visible = true;
}
}
//prevents FillProcedure from being called too many times. Event handlers hooked back up after the lists are filled.
listTypeNeg.SelectedIndexChanged -= listTypeNeg_SelectedIndexChanged;
listTypePos.SelectedIndexChanged -= listTypePos_SelectedIndexChanged;
List <Def> adjCat = Defs.GetDefsForCategory(DefCat.AdjTypes, true);
//Positive adjustment types
_listAdjPosCats = adjCat.FindAll(x => x.ItemValue == "+");
_listAdjPosCats.ForEach(x => listTypePos.Items.Add(x.ItemName));
listTypePos.SelectedIndex = _listAdjPosCats.FindIndex(x => x.DefNum == _adjustmentCur.AdjType); //can be -1
//Negative adjustment types
_listAdjNegCats = adjCat.FindAll(x => x.ItemValue == "-");
_listAdjNegCats.ForEach(x => listTypeNeg.Items.Add(x.ItemName));
listTypeNeg.SelectedIndex = _listAdjNegCats.FindIndex(x => x.DefNum == _adjustmentCur.AdjType);//can be -1
listTypeNeg.SelectedIndexChanged += listTypeNeg_SelectedIndexChanged;
listTypePos.SelectedIndexChanged += listTypePos_SelectedIndexChanged;
FillProcedure();
textNote.Text = _adjustmentCur.AdjNote;
}
