private void FormProviderIncTrans_FormClosing(object sender, FormClosingEventArgs e)
{
if (DialogResult == DialogResult.OK)
{
return;
}
if (IsNew)
{
Payments.Delete(PaymentCur);
}
}
private void butOK_Click(object sender, EventArgs e)
{
if (!Security.IsAuthorized(Permissions.PaymentCreate))
{
return;
}
double splitTotal = _listSplitsCur.Select(x => x.SplitAmt).Sum();
if (!splitTotal.IsZero()) //income transfer
{
MsgBox.Show(this, "Income transfers must have a split total of 0.");
return;
}
_listSplitsCur.RemoveAll(x => x.SplitAmt.IsZero()); //We don't want any zero splits. They were there just for display purposes.
if (_listSplitsCur.Count == 0)
{
Payments.Delete(_paymentCur);
}
else
{
foreach (PaySplit split in _listSplitsCur)
{
PaySplits.Insert(split);
}
foreach (PaySplits.PaySplitAssociated split in _listSplitsAssociated)
{
//Update the FSplitNum after inserts are made.
if (split.PaySplitLinked != null && split.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(split.PaySplitOrig.SplitNum, split.PaySplitLinked.SplitNum);
}
}
if (_listSplitsCur.Count > 0) //only make log when a payment with splits was made.
{
string logText = Payments.GetSecuritylogEntryText(_paymentCur, _paymentCur, isNew: true) + ", " + Lans.g(this, "from Income Transfer Manager.");
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, _paymentCur.PatNum, logText);
}
string strErrorMsg = Ledgers.ComputeAgingForPaysplitsAllocatedToDiffPats(_patCur.PatNum, _listSplitsCur);
if (!string.IsNullOrEmpty(strErrorMsg))
{
MessageBox.Show(strErrorMsg);
}
}
DialogResult = DialogResult.OK;
}
private void butDeleteAll_Click(object sender, EventArgs e)
{
if (!MsgBox.Show(this, true, "Delete?"))
{
return;
}
try {
Payments.Delete(PaymentCur);
}
catch (ApplicationException ex) { //error if attached to deposit slip (not possible)
MessageBox.Show(ex.Message);
return;
}
if (!IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.PaymentEdit, 0, Lan.g(this, "Delete Prov income transfer."));
}
DialogResult = DialogResult.OK;
}
private void FormIncomeTransferManage_FormClosing(object sender, FormClosingEventArgs e)
{
if (DialogResult == DialogResult.OK)
{
return;
}
//Clean up any potential entities that were inserted during window interactions.
if (_unallocatedPayNum != 0)
{
//user is canceling out of the window and an unallocated transfer was made.
ODException.SwallowAnyException(() => {
Payments.Delete(_unallocatedPayNum);
SecurityLogs.MakeLogEntry(Permissions.PaymentEdit, _patCur.PatNum, $"Automatic transfer deleted for payNum: {_unallocatedPayNum}.");
});
}
if (_claimTransferResult != null)
{
//user is canceling out of the window and an claim transfer was made.
if (_claimTransferResult.ListInsertedClaimProcs.Count > 0)
{
ODException.SwallowAnyException(() => {
ClaimProcs.DeleteMany(_claimTransferResult.ListInsertedClaimProcs);
SecurityLogs.MakeLogEntry(Permissions.PaymentEdit, _patCur.PatNum, $"Automatically transferred claimprocs deleted.");
});
}
if (_claimTransferResult.ListInsertedPaySplits.Count > 0)
{
ODException.SwallowAnyException(() => {
List <long> listDistinctPayNums = _claimTransferResult.ListInsertedPaySplits.Select(x => x.PayNum).Distinct().ToList();
foreach (long payNum in listDistinctPayNums)
{
Payments.Delete(payNum);
}
SecurityLogs.MakeLogEntry(Permissions.PaymentEdit, _patCur.PatNum, $"Automatically transferred unearned from claimprocs deleted.");
});
}
}
}
///<summary>Transfers all family balance to the guarantor, balancing the account to the best of our ability.
///Returns a log of what was moved from the family member(s) of the selected guarantor(s)</summary>
private string TransferToGuarantor()
{
string summaryText = "";
//Iterate through every family.
foreach (FamilyAccount famAccountCur in _dictCurrentFamilyBatch.Select(x => x.Value))
{
double totalTransferAmount = 0;
long provNum = famAccountCur.Guarantor.PriProv;
Payment payCur = CreatePaymentTransferHelper(famAccountCur.Guarantor);
List <PaySplit> listPaySplitsCreated = new List <PaySplit>();
#region Family PaySplits
string logText = "";
foreach (Patient pat in famAccountCur.ListFamilyMembers) //Make a counteracting split for each patient.
//Don't make a split for the Guarantor yet.
{
if (pat.PatNum == famAccountCur.Guarantor.PatNum)
{
continue;
}
//Check the family member's balance and skip if it is $0.00.
double splitAmt = (double)famAccountCur.Account.ListAccountCharges.Where(x => x.PatNum == pat.PatNum).Sum(x => x.AmountEnd);
if (splitAmt == 0)
{
continue;
}
PaySplit paySplit = new PaySplit();
paySplit.DatePay = datePicker.Value;
paySplit.PatNum = pat.PatNum;
paySplit.PayNum = payCur.PayNum;
paySplit.ProvNum = pat.PriProv;
paySplit.ClinicNum = payCur.ClinicNum;
//Since we're transferring all family member balances to the guarantor, we set the split amount to their balance.
paySplit.SplitAmt = splitAmt;
totalTransferAmount += paySplit.SplitAmt;
listPaySplitsCreated.Add(paySplit);
if (logText != "")
{
logText += ", ";
}
logText += paySplit.SplitAmt.ToString("f");
}
#endregion Family PaySplits
if (listPaySplitsCreated.Count == 0)
{
//No splits were made, delete payment and skip guarantor.
Payments.Delete(payCur);
continue;
}
//Since we skipped the guarantor before, we make one for them now.
PaySplit splitGuarantor = new PaySplit();
splitGuarantor.DatePay = datePicker.Value;
splitGuarantor.PatNum = famAccountCur.Guarantor.PatNum;
splitGuarantor.PayNum = payCur.PayNum;
splitGuarantor.ProvNum = provNum;
splitGuarantor.ClinicNum = payCur.ClinicNum;
splitGuarantor.SplitAmt = 0 - totalTransferAmount; //Split is the opposite amount of the total of the other splits.
if (splitGuarantor.SplitAmt != 0)
{
listPaySplitsCreated.Add(splitGuarantor);
}
//Insert paysplits all at once for speed.
PaySplits.InsertMany(listPaySplitsCreated);
List <Patient> listTransferredPats = famAccountCur.ListFamilyMembers.FindAll(x =>
x.PatNum != famAccountCur.Guarantor.PatNum &&
listPaySplitsCreated.Select(y => y.PatNum).ToList().Contains(x.PatNum));
payCur.PayNote = "Auto-created by Family Balancer tool " + MiscData.GetNowDateTime().ToString("MM/dd/yyyy") + "\r\n"
+ "Allocated "
+ logText + $" transfers from family member{(famAccountCur.ListFamilyMembers.Count>1 ? "s " : " ")}"
+ string.Join(", ", listTransferredPats.Select(x => x.FName).ToList())
+ " to guarantor " + famAccountCur.Guarantor.FName + ".";
//Shown after all family members have been processed.
summaryText += "PatNum(s):" + string.Join(", ", listTransferredPats.Select(x => x.PatNum).ToList())
+ " moved to guarantor: " + famAccountCur.Guarantor.PatNum + "; Amount(s): " + logText + "\r\n";
Payments.Update(payCur, true);
}
return(summaryText);
}