/// <summary>Returns true if a finance charge is added, false if one is not added</summary>
private bool AddFinanceCharge(long PatNum, DateTime date, string APR, string atLeast, string ifOver, double OverallBalance, long PriProv, long adjType)
{
if (date > DateTime.Today && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustments cannot be made for future dates. Finance charge was not added.");
return(false);
}
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(PatNum);
if (installPlan != null) //Patient has an installment plan so use that APR instead.
{
APR = installPlan.APR.ToString();
}
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = adjType;
AdjustmentCur.AdjNote = ""; //"Finance Charge";
AdjustmentCur.AdjAmt = Math.Round(((PIn.Double(APR) * .01d / 12d) * OverallBalance), 2);
if (AdjustmentCur.AdjAmt.IsZero() || AdjustmentCur.AdjAmt < PIn.Double(ifOver))
{
//Don't add the charge if it is less than FinanceChargeOnlyIfOver; if the charge is exactly equal to FinanceChargeOnlyIfOver,
//the charge will be added. Ex., AdjAmt=2.00 and FinanceChargeOnlyIfOver=2.00, the charge will be added.
//Unless AdjAmt=0.00, in which case don't add a $0.00 finance charge
return(false);
}
//Add an amount that is at least the amount of FinanceChargeAtLeast
AdjustmentCur.AdjAmt = Math.Max(AdjustmentCur.AdjAmt, PIn.Double(atLeast));
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
return(true);
}
private void butOK_Click(object sender, EventArgs e)
{
bool hasNegAmt = false;
foreach (MultiAdjEntry mae in _listGridEntries)
{
if (mae.Adj == null)
{
continue; //Procedures
}
decimal remAfter = (decimal)mae.AmtRemBefore + (decimal)mae.Adj.AdjAmt;
if (remAfter.IsLessThanZero())
{
hasNegAmt = true;
break;
}
}
if (hasNegAmt && !MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount on a procedure is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
foreach (MultiAdjEntry row in _listGridEntries)
{
if (row.Adj == null) //skip over Procedure rows
{
continue;
}
Adjustments.Insert(row.Adj);
}
DialogResult = DialogResult.OK;
}
private void AddBillingCharge(long PatNum, DateTime date, string BillingChargeAmount, long PriProv)
{
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.BillingChargeAdjustmentType);
AdjustmentCur.AdjNote = ""; //"Billing Charge";
AdjustmentCur.AdjAmt = PIn.Double(BillingChargeAmount);
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
}
private void AddFinanceCharge(long PatNum, DateTime date, string APR, double OverallBalance, long PriProv)
{
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.FinanceChargeAdjustmentType);
AdjustmentCur.AdjNote = ""; //"Finance Charge";
AdjustmentCur.AdjAmt = Math.Round(((PIn.Double(APR) * .01d / 12d) * OverallBalance), 2);
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
}
private void butOK_Click(object sender, EventArgs e)
{
if (_listGridEntries.Any(x => x.RemAfter.IsLessThan(0)) &&
!MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount on a procedure is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
foreach (MultiAdjEntry row in _listGridEntries)
{
if (row.Adj == null) //skip over Procedure rows
{
continue;
}
Adjustments.Insert(row.Adj);
}
DialogResult = DialogResult.OK;
}
private void AddBillingCharge(long PatNum, DateTime date, string BillingChargeAmount, long PriProv)
{
if (date > DateTime.Today && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustments cannot be made for future dates");
return;
}
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.BillingChargeAdjustmentType);
AdjustmentCur.AdjNote = ""; //"Billing Charge";
AdjustmentCur.AdjAmt = PIn.Double(BillingChargeAmount);
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
}
private void AddFinanceCharge(long PatNum, DateTime date, string APR, double OverallBalance, long PriProv)
{
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(PatNum);
if (installPlan != null) //Patient has an installment plan so use that APR instead.
{
APR = installPlan.APR.ToString();
}
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.FinanceChargeAdjustmentType);
AdjustmentCur.AdjNote = ""; //"Finance Charge";
AdjustmentCur.AdjAmt = Math.Round(((PIn.Double(APR) * .01d / 12d) * OverallBalance), 2);
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textAdjDate.errorProvider1.GetError(textAdjDate) != "" ||
textProcDate.errorProvider1.GetError(textProcDate) != "" ||
textAmount.errorProvider1.GetError(textAmount) != ""
)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (textAmount.Text == "")
{
MessageBox.Show(Lan.g(this, "Please enter an amount."));
return;
}
if (listTypeNeg.SelectedIndex == -1 && listTypePos.SelectedIndex == -1)
{
MsgBox.Show(this, "Please select a type first.");
return;
}
if (IsNew)
{
//prevents backdating of initial adjustment
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, PIn.Date(textAdjDate.Text), true)) //Give message later.
{
if (!checkZeroAmount) //Let user create as long as Amount is zero and has edit zero permissions. This was checked on load.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
return;
}
}
}
else
{
//Editing an old entry will already be blocked if the date was too old, and user will not be able to click OK button
//This catches it if user changed the date to be older.
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, PIn.Date(textAdjDate.Text)))
{
return;
}
}
//DateEntry not allowed to change
AdjustmentCur.AdjDate = PIn.Date(textAdjDate.Text);
AdjustmentCur.ProcDate = PIn.Date(textProcDate.Text);
if (comboProv.SelectedIndex == -1) //might be a hidden provider, so don't change.
// AdjustmentCur.ProvNum=PatCur.PriProv;
{
}
else
{
AdjustmentCur.ProvNum = ProviderC.ListShort[comboProv.SelectedIndex].ProvNum;
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (comboClinic.SelectedIndex == 0)
{
AdjustmentCur.ClinicNum = 0;
}
else
{
AdjustmentCur.ClinicNum = Clinics.List[comboClinic.SelectedIndex - 1].ClinicNum;
}
}
if (listTypePos.SelectedIndex != -1)
{
AdjustmentCur.AdjType = DefC.Short[(int)DefCat.AdjTypes][(int)PosIndex[listTypePos.SelectedIndex]].DefNum;
}
if (listTypeNeg.SelectedIndex != -1)
{
AdjustmentCur.AdjType = DefC.Short[(int)DefCat.AdjTypes][(int)NegIndex[listTypeNeg.SelectedIndex]].DefNum;
}
if (DefC.GetValue(DefCat.AdjTypes, AdjustmentCur.AdjType) == "+") //pos
{
AdjustmentCur.AdjAmt = PIn.Double(textAmount.Text);
}
else //neg
{
AdjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (checkZeroAmount)
{
if (AdjustmentCur.AdjAmt != 0)
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
}
AdjustmentCur.AdjNote = textNote.Text;
try{
if (IsNew)
{
Adjustments.Insert(AdjustmentCur);
}
else
{
Adjustments.Update(AdjustmentCur);
}
}
catch (Exception ex) { //even though it doesn't currently throw any exceptions
MessageBox.Show(ex.Message);
return;
}
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, AdjustmentCur.PatNum,
Patients.GetLim(AdjustmentCur.PatNum).GetNameLF() + ", "
+ AdjustmentCur.AdjAmt.ToString("c"));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, AdjustmentCur.PatNum,
Patients.GetLim(AdjustmentCur.PatNum).GetNameLF() + ", "
+ AdjustmentCur.AdjAmt.ToString("c"));
}
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
bool isDiscountPlanAdj = (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp");
if (textAdjDate.errorProvider1.GetError(textAdjDate) != "" ||
textProcDate.errorProvider1.GetError(textProcDate) != "" ||
textAmount.errorProvider1.GetError(textAmount) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (PIn.Date(textAdjDate.Text).Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustment date can not be in the future.");
return;
}
if (textAmount.Text == "")
{
MessageBox.Show(Lan.g(this, "Please enter an amount."));
return;
}
if (!isDiscountPlanAdj && listTypeNeg.SelectedIndex == -1 && listTypePos.SelectedIndex == -1)
{
MsgBox.Show(this, "Please select a type first.");
return;
}
if (IsNew && AvaTax.IsEnabled() && listTypePos.SelectedIndex > -1 &&
(_listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxAdjType || _listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
return;
}
if (PrefC.GetInt(PrefName.RigorousAdjustments) == 0 && _adjustmentCur.ProcNum == 0)
{
MsgBox.Show(this, "You must attach a procedure to the adjustment.");
return;
}
if (_adjRemAmt < 0)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
}
bool changeAdjSplit = false;
List <PaySplit> listPaySplitsForAdjust = new List <PaySplit>();
if (IsNew)
{
//prevents backdating of initial adjustment
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, PIn.Date(textAdjDate.Text), true)) //Give message later.
{
if (!_checkZeroAmount) //Let user create as long as Amount is zero and has edit zero permissions. This was checked on load.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
return;
}
}
}
else
{
//Editing an old entry will already be blocked if the date was too old, and user will not be able to click OK button
//This catches it if user changed the date to be older.
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, PIn.Date(textAdjDate.Text)))
{
return;
}
if (_adjustmentCur.ProvNum != comboProv.GetSelectedProvNum())
{
listPaySplitsForAdjust = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
foreach (PaySplit paySplit in listPaySplitsForAdjust)
{
if (!Security.IsAuthorized(Permissions.PaymentEdit, Payments.GetPayment(paySplit.PayNum).PayDate))
{
return;
}
if (comboProv.GetSelectedProvNum() != paySplit.ProvNum && PrefC.GetInt(PrefName.RigorousAccounting) == (int)RigorousAdjustments.EnforceFully)
{
changeAdjSplit = true;
break;
}
}
if (changeAdjSplit &&
!MsgBox.Show(this, MsgBoxButtons.OKCancel, "The provider for the associated payment splits will be changed to match the provider on the "
+ "adjustment."))
{
return;
}
}
}
//DateEntry not allowed to change
DateTime datePreviousChange = _adjustmentCur.SecDateTEdit;
_adjustmentCur.AdjDate = PIn.Date(textAdjDate.Text);
_adjustmentCur.ProcDate = PIn.Date(textProcDate.Text);
_adjustmentCur.ProvNum = comboProv.GetSelectedProvNum();
_adjustmentCur.ClinicNum = comboClinic.SelectedClinicNum;
if (listTypePos.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjPosCats[listTypePos.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = PIn.Double(textAmount.Text);
}
if (listTypeNeg.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjNegCats[listTypeNeg.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (isDiscountPlanAdj)
{
//AdjustmentCur.AdjType is already set to a "discount plan" adj type.
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (_checkZeroAmount && _adjustmentCur.AdjAmt != 0)
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
_adjustmentCur.AdjNote = textNote.Text;
try{
if (IsNew)
{
Adjustments.Insert(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, _adjustmentCur.PatNum,
_patCur.GetNameLF() + ", "
+ _adjustmentCur.AdjAmt.ToString("c"));
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(_adjustmentCur, _isTsiAdj);
}
else
{
Adjustments.Update(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, _adjustmentCur.PatNum, _patCur.GetNameLF() + ", " + _adjustmentCur.AdjAmt.ToString("c"), 0
, datePreviousChange);
}
}
catch (Exception ex) { //even though it doesn't currently throw any exceptions
MessageBox.Show(ex.Message);
return;
}
if (changeAdjSplit)
{
PaySplits.UpdateProvForAdjust(_adjustmentCur, listPaySplitsForAdjust);
}
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, EventArgs e)
{
if (_listGridEntries.FindAll(x => x.Adj != null).Count == 0) //no adjustments have been added. Attempt to add adjustments with the current info.
//get the list of selected procedures to add adjustments to (if there are any). Will make one for unattached if none exist.
{
List <MultiAdjEntry> listSelectedEntries = new List <MultiAdjEntry>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++)
{
listSelectedEntries.Add((MultiAdjEntry)(gridMain.ListGridRows[gridMain.SelectedIndices[i]].Tag));
}
if (!IsValid(listSelectedEntries.Count))
{
return;
}
AddAdjustments(listSelectedEntries);
FillGrid(); //In case they get stopped at the msgBox below, they should see the new adjustments added.
}
//now we should be guaranteed to have adjustments
bool hasNegAmt = false;
foreach (MultiAdjEntry mae in _listGridEntries)
{
if (mae.Adj == null || mae.Proc == null)
{
continue; //Procedures or unattached adjustments
}
decimal remAfter = (decimal)mae.AmtRemBefore + (decimal)mae.Adj.AdjAmt;
if (remAfter.IsLessThanZero())
{
hasNegAmt = true;
break;
}
}
if (hasNegAmt && !MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount on a procedure is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, true)) //User does not have full edit permission.
//Therefore the user only has the ability to edit $0 adjustments (see Load()).
{
foreach (MultiAdjEntry row in _listGridEntries)
{
if (row.Adj == null) //skip over Procedure rows
{
continue;
}
if (!row.Adj.AdjAmt.IsZero())
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
}
}
List <string> listAdjustmentAmounts = new List <string>();
foreach (MultiAdjEntry row in _listGridEntries)
{
if (row.Adj == null) //skip over Procedure rows
{
continue;
}
Adjustments.Insert(row.Adj);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(row.Adj);
listAdjustmentAmounts.Add(row.Adj.AdjAmt.ToString("c"));
}
if (listAdjustmentAmounts.Count > 0)
{
string log = Lan.g(this, "Adjustment(s) created from Multiple Adjustments window:") + " ";
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, _patCur.PatNum, log + string.Join(",", listAdjustmentAmounts));
}
DialogResult = DialogResult.OK;
}