///<summary>Inserts a new RepeatCharge if none found for patNum/procCode. Otherwise updates existing.
///If dateStart is not explicitly provided, then it will default to DateTime.Today.
///If RepeatCharge already exists then chargeAmt, dateStart, createsClaim, copyNoteToProc inputs will be ignored and RepeatCharge will simply be re-enabled.
///Use RepeatCharges.Update() if you want to specify new input values.</summary>
public static void EnableRepeatCharge(long patNum, float chargeAmt, string procCode, DateTime dateStart = new DateTime(), bool createsClaim = false, bool copyNoteToProc = false)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), patNum, chargeAmt, procCode, dateStart, createsClaim, copyNoteToProc);
return;
}
if (dateStart.Year < 1880) //Default to today if none provided.
{
dateStart = DateTime.Today;
}
RepeatCharge[] repeateCharges = RepeatCharges.Refresh(patNum);
RepeatCharge repeatCharge = null;
if (repeateCharges != null)
{
repeatCharge = repeateCharges.FirstOrDefault(x => x.ProcCode == procCode);
}
if (repeatCharge == null)
{
repeatCharge = new RepeatCharge();
repeatCharge.ProcCode = procCode;
repeatCharge.PatNum = patNum;
repeatCharge.IsEnabled = true;
repeatCharge.DateStart = dateStart;
repeatCharge.CreatesClaim = createsClaim;
repeatCharge.CopyNoteToProc = copyNoteToProc;
repeatCharge.ChargeAmt = chargeAmt;
repeatCharge.RepeatChargeNum = RepeatCharges.Insert(repeatCharge);
}
repeatCharge.IsEnabled = true;
repeatCharge.DateStop = System.DateTime.MinValue;
RepeatCharges.Update(repeatCharge);
}
///<summary>Should only be called if ODHQ.</summary>
public static List <Procedure> AddEServiceRepeatingChargesHelper(DateTime dateRun, List <RepeatCharge> listRepeatCharges)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <List <Procedure> >(MethodBase.GetCurrentMethod(), dateRun, listRepeatCharges));
}
DateTime monthRun = new DateTime(dateRun.Year, dateRun.Month, 1);
//Get all bills that are due to be posted as of this date.
string command = "SELECT * FROM eservicebilling " +
"WHERE DateOfBill <= " + POut.Date(dateRun.Date, true) + " AND DateTimeProceduresPosted = '0001-01-01 00:00:00'";
List <EServiceBilling> listBillsDue = Crud.EServiceBillingCrud.SelectMany(command);
//This table will all ProcedureCodes which are included in the EServiceCodeLink table.
command = "SELECT * FROM procedurecode "
+ "INNER JOIN eservicecodelink ON procedurecode.CodeNum=eservicecodelink.CodeNum";
List <ProcedureCode> listProcCodes = OpenDentBusiness.Crud.ProcedureCodeCrud.TableToList(DataCore.GetTable(command));
//Get completed procedures that have already been posted.
List <Procedure> listProcsComplete = Procedures.GetCompletedForDateRange(monthRun, dateRun, listProcCodes.Select(x => x.CodeNum).ToList());
List <Procedure> retVal = new List <Procedure>();
foreach (EServiceBilling eServiceBilling in listBillsDue)
{
//List of procedures for this billing cycle was serialized to EServiceBilling.ProceduresJson by AccountMaint thread. Deserialize and post them.
List <Procedure> listProcs = JsonConvert.DeserializeObject <List <Procedure> >(eServiceBilling.ProceduresJson);
foreach (Procedure proc in listProcs)
{
//For a short time in May 2017 this procedure would have been checked against procedures already posted for the same month for the same eService.
//If a duplicate was found then this procedure would have been skipped. This blocking code was removed and now a similar procedure can be posted on the same month.
//This needs to be allowed to happen so that the first month can have 2 charges.
//1) For the pro-rated few days until their next BillingCycleDay is reached.
// Note, pro-rating is a future feature that may be allowed to happen via the signup portal. It is not currently but this particular code would no longer prevent it.
//2) For their typicaly BillingCycleDay charge.
Procedures.Insert(proc);
retVal.Add(proc);
listProcsComplete.Add(proc);
RepeatCharge repeatCharge = listRepeatCharges.Where(x => x.PatNum == proc.PatNum)
.FirstOrDefault(x => x.ProcCode == ProcedureCodes.GetStringProcCode(proc.CodeNum, listProcCodes));
if (repeatCharge != null)
{
RepeatCharges.AllocateUnearned(repeatCharge, proc, dateRun);
}
}
eServiceBilling.DateTimeProceduresPosted = DateTime.Now;
Crud.EServiceBillingCrud.Update(eServiceBilling);
}
return(retVal);
}
/// <summary>Runs repeating charges for the date passed in, usually today. Can't use 'out' variables because this runs over Middle Tier.</summary>
public static RepeatChargeResult RunRepeatingCharges(DateTime dateRun)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <RepeatChargeResult>(MethodBase.GetCurrentMethod(), dateRun));
}
Prefs.UpdateDateT(PrefName.RepeatingChargesBeginDateTime, dateRun);
try {
RepeatChargeResult result = new RepeatChargeResult();
List <RepeatCharge> listRepeatingCharges = RepeatCharges.Refresh(0).ToList();
if (PrefC.IsODHQ)
{
//Remove all eService repeating charges.
//EService charges have already been calculated and stored in EServiceBilling table. Add those here.
List <string> listEServiceCodes = EServiceCodeLink.GetProcCodesForAll();
listRepeatingCharges.RemoveAll(x => listEServiceCodes.Contains(x.ProcCode));
result.ProceduresAddedCount += EServiceBillings.AddEServiceRepeatingChargesHelper(dateRun).Count;
}
DateTime startedUsingFKs = UpdateHistories.GetDateForVersion(new Version("16.1.0.0")); //We started using FKs from procs to repeat charges in 16.1.
foreach (RepeatCharge repeatCharge in listRepeatingCharges)
{
if (!repeatCharge.IsEnabled || (repeatCharge.DateStop.Year > 1880 && repeatCharge.DateStop.AddMonths(3) < dateRun))
{
continue; //This repeating charge is too old to possibly create a new charge. Not precise but greatly reduces calls to DB.
//We will filter by more stringently on the DateStop later on.
}
long codeNum = ProcedureCodes.GetCodeNum(repeatCharge.ProcCode);
//Must contain all procedures that affect the date range.
DateTime procRangeStart = repeatCharge.DateStart.AddMonths(-1); //Minus 1 month to catch accounts that have changed their billing date
List <Procedure> listExistingProcs = Procedures.GetCompletedForDateRange(procRangeStart, dateRun,
new List <long> {
codeNum
},
new List <long> {
repeatCharge.PatNum
});
for (int j = listExistingProcs.Count - 1; j >= 0; j--) //iterate backwards to remove elements
{
Procedure proc = listExistingProcs[j];
if (((proc.RepeatChargeNum == repeatCharge.RepeatChargeNum) //Check the procedure's FK first
//Use the old logic without matching FKs only if the procedure was added before updating to 16.1
//Match patnum, codenum, fee, year, and month (IsRepeatDateHelper uses special logic to determine correct month)
//Procedures with the ProcDate prior to the RepeatCharge.StartDate should not be considered as valid procedures
//associated to the current repeat charge.
|| ((proc.ProcDate < startedUsingFKs || startedUsingFKs.Year < 1880) &&
proc.PatNum == repeatCharge.PatNum &&
proc.CodeNum == codeNum &&
proc.ProcFee.IsEqual(repeatCharge.ChargeAmt))) &&
(proc.ProcDate >= repeatCharge.DateStart || //Consider procedures that fall on or after the repeat charge start date.
proc.ProcDate.Day != repeatCharge.DateStart.Day)) //Consider procs only when days are not the same. Catches procs that have changed their billing date
{
continue; //This existing procedure needs to be counted for this repeat charge.
}
listExistingProcs.RemoveAt(j); //Removing so that another repeat charge of the same code, date, and amount will be added.
}
List <DateTime> listBillingDates; //This list will have 1 or 2 dates where a repeating charge might be added
if (PrefC.GetBool(PrefName.BillingUseBillingCycleDay))
{
listBillingDates = GetBillingDatesHelper(repeatCharge.DateStart, repeatCharge.DateStop, dateRun, listExistingProcs, repeatCharge,
Patients.GetPat(repeatCharge.PatNum).BillingCycleDay);
}
else
{
listBillingDates = GetBillingDatesHelper(repeatCharge.DateStart, repeatCharge.DateStop, dateRun, listExistingProcs, repeatCharge);
}
listBillingDates.RemoveAll(x => x.Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed));
//If any billing dates have not been filtered out, add a repeating charge on those dates
foreach (DateTime billingDate in listBillingDates)
{
Procedure procAdded = AddRepeatingChargeHelper(repeatCharge, billingDate, dateRun);
List <Claim> listClaimsAdded = new List <Claim>();
if (repeatCharge.CreatesClaim && !ProcedureCodes.GetProcCode(repeatCharge.ProcCode).NoBillIns)
{
listClaimsAdded = AddClaimsHelper(repeatCharge, procAdded);
}
result.ProceduresAddedCount++;
result.ClaimsAddedCount += listClaimsAdded.Count;
}
}
return(result);
}
finally {
Prefs.UpdateString(PrefName.RepeatingChargesBeginDateTime, "");
}
}
/// <summary>Runs repeating charges for the date passed in, usually today. Can't use 'out' variables because this runs over Middle Tier.</summary>
public static RepeatChargeResult RunRepeatingCharges(DateTime dateRun)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <RepeatChargeResult>(MethodBase.GetCurrentMethod(), dateRun));
}
Prefs.UpdateDateT(PrefName.RepeatingChargesBeginDateTime, dateRun);
try {
RepeatChargeResult result = new RepeatChargeResult();
List <RepeatCharge> listRepeatingCharges = RepeatCharges.Refresh(0).ToList();
if (PrefC.IsODHQ)
{
//Remove all eService repeating charges.
//EService charges have already been calculated and stored in EServiceBilling table. Add those here.
List <string> listEServiceCodes = EServiceCodeLink.GetProcCodesForAll();
listRepeatingCharges.RemoveAll(x => listEServiceCodes.Contains(x.ProcCode));
result.ProceduresAddedCount += EServiceBillings.AddEServiceRepeatingChargesHelper(dateRun).Count;
}
//Must contain all procedures that affect the date range, safe to contain too many, bad to contain too few.
List <Procedure> listExistingProcs = Procedures.GetCompletedForDateRange(dateRun.AddMonths(-3), dateRun.AddDays(1),
listRepeatingCharges.Select(x => x.ProcCode).Distinct().Select(x => ProcedureCodes.GetProcCode(x).CodeNum).ToList());
DateTime startedUsingFKs = UpdateHistories.GetDateForVersion(new Version("16.1.0.0")); //We started using FKs from procs to repeat charges in 16.1.
foreach (RepeatCharge repeatCharge in listRepeatingCharges)
{
if (!repeatCharge.IsEnabled || (repeatCharge.DateStop.Year > 1880 && repeatCharge.DateStop.AddMonths(3) < dateRun))
{
continue; //This repeating charge is too old to possibly create a new charge. Not precise but greatly reduces calls to DB.
//We will filter by more stringently on the DateStop later on.
}
Patient pat = null;
List <DateTime> listBillingDates; //This list will have 1 or 2 dates where a repeating charge might be added
if (PrefC.GetBool(PrefName.BillingUseBillingCycleDay))
{
pat = Patients.GetPat(repeatCharge.PatNum);
listBillingDates = GetBillingDatesHelper(repeatCharge.DateStart, repeatCharge.DateStop, dateRun, pat.BillingCycleDay);
}
else
{
listBillingDates = GetBillingDatesHelper(repeatCharge.DateStart, repeatCharge.DateStop, dateRun);
}
long codeNum = ProcedureCodes.GetCodeNum(repeatCharge.ProcCode);
//Remove billing dates if there is a procedure from this repeat charge in that month and year
for (int i = listBillingDates.Count - 1; i >= 0; i--) //iterate backwards to remove elements
{
DateTime billingDate = listBillingDates[i];
for (int j = listExistingProcs.Count - 1; j >= 0; j--) //iterate backwards to remove elements
{
Procedure proc = listExistingProcs[j];
if ((proc.RepeatChargeNum == repeatCharge.RepeatChargeNum && //Check the procedure's FK first
IsRepeatDateHelper(repeatCharge, billingDate, proc.ProcDate, pat))
//Use the old logic without matching FKs only if the procedure was added before updating to 16.1
//Match patnum, codenum, fee, year, and month (IsRepeatDateHelper uses special logic to determine correct month)
|| ((proc.ProcDate < startedUsingFKs || startedUsingFKs.Year < 1880) &&
proc.PatNum == repeatCharge.PatNum &&
proc.CodeNum == codeNum &&
IsRepeatDateHelper(repeatCharge, billingDate, proc.ProcDate, pat) &&
proc.ProcFee.IsEqual(repeatCharge.ChargeAmt)))
{
//This is a match to an existing procedure.
listBillingDates.RemoveAt(i); //Removing so that a procedure will not get added on this date.
listExistingProcs.RemoveAt(j); //Removing so that another repeat charge of the same code, date, and amount will be added.
break; //Go to the next billing date
}
}
}
//If any billing dates have not been filtered out, add a repeating charge on those dates
foreach (DateTime billingDate in listBillingDates)
{
Procedure procAdded = AddRepeatingChargeHelper(repeatCharge, billingDate, dateRun);
List <Claim> listClaimsAdded = new List <Claim>();
if (repeatCharge.CreatesClaim && !ProcedureCodes.GetProcCode(repeatCharge.ProcCode).NoBillIns)
{
listClaimsAdded = AddClaimsHelper(repeatCharge, procAdded);
}
result.ProceduresAddedCount++;
result.ClaimsAddedCount += listClaimsAdded.Count;
}
}
return(result);
}
finally {
Prefs.UpdateString(PrefName.RepeatingChargesBeginDateTime, "");
}
}
