private void butOK_Click(object sender, System.EventArgs e)
{
if (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (SplitList.Count == 0)
{
MsgBox.Show(this, "Please enter transfers first.");
return;
}
double total = 0;
for (int i = 0; i < SplitList.Count; i++)
{
total += SplitList[i].SplitAmt;
}
if (total != 0)
{
MsgBox.Show(this, "Total must equal zero.");
return;
}
PaymentCur.PayNote = textNote.Text;
PaymentCur.PayDate = PIn.PDate(textDate.Text);
PaymentCur.IsSplit = true;
try {
Payments.Update(PaymentCur);
}
catch (ApplicationException ex) { //this catches bad dates.
MessageBox.Show(ex.Message);
return;
}
//Set all DatePays the same.
for (int i = 0; i < SplitList.Count; i++)
{
SplitList[i].DatePay = PaymentCur.PayDate;
SplitList[i].ProcDate = PaymentCur.PayDate;
}
PaySplits.UpdateList(SplitListOld, SplitList);
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, 0, Lan.g(this, "Prov income transfer."));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.PaymentEdit, 0, Lan.g(this, "Prov income transfer."));
}
DialogResult = DialogResult.OK;
}
///<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);
}
///<summary>Saves the selected rows to database. MUST close window after this.</summary>
private bool SaveToDB()
{
if (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return(false);
}
//Prevent backdating----------------------------------------------------------------------------------------
DateTime date = PIn.PDate(textDate.Text);
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
else
{
//We enforce security here based on date displayed, not date entered
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
DepositCur.DateDeposit = PIn.PDate(textDate.Text);
//amount already handled.
DepositCur.BankAccountInfo = PIn.PString(textBankAccountInfo.Text);
if (IsNew)
{
Deposits.Insert(DepositCur);
if (Accounts.DepositsLinked() && DepositCur.Amount > 0)
{
//create a transaction here
Transaction trans = new Transaction();
trans.DepositNum = DepositCur.DepositNum;
trans.UserNum = Security.CurUser.UserNum;
Transactions.Insert(trans);
//first the deposit entry
JournalEntry je = new JournalEntry();
je.AccountNum = DepositAccounts[comboDepositAccount.SelectedIndex];
je.CheckNumber = Lan.g(this, "DEP");
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.DebitAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(PrefB.GetInt("AccountingIncomeAccount"));
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
//then, the income entry
je = new JournalEntry();
je.AccountNum = PrefB.GetInt("AccountingIncomeAccount");
//je.CheckNumber=;
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.CreditAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(DepositAccounts[comboDepositAccount.SelectedIndex]);
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
}
}
else
{
Deposits.Update(DepositCur);
}
if (IsNew) //never allowed to change or attach more checks after initial creation of deposit slip
{
for (int i = 0; i < gridPat.SelectedIndices.Length; i++)
{
PatPayList[gridPat.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
Payments.Update(PatPayList[gridPat.SelectedIndices[i]]);
}
for (int i = 0; i < gridIns.SelectedIndices.Length; i++)
{
ClaimPayList[gridIns.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
ClaimPayments.Update(ClaimPayList[gridIns.SelectedIndices[i]]);
}
}
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.DepositSlips, 0,
DepositCur.DateDeposit.ToShortDateString() + " New " + DepositCur.Amount.ToString("c"));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, 0,
DepositCur.DateDeposit.ToShortDateString() + " " + DepositCur.Amount.ToString("c"));
}
return(true);
}
///<summary>Saves the selected rows to database. MUST close window after this.</summary>
private bool SaveToDB()
{
if (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return(false);
}
//Prevent backdating----------------------------------------------------------------------------------------
DateTime date = PIn.Date(textDate.Text);
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
else
{
//We enforce security here based on date displayed, not date entered
if (!Security.IsAuthorized(Permissions.DepositSlips, date))
{
return(false);
}
}
DepositCur.DateDeposit = PIn.Date(textDate.Text);
//amount already handled.
DepositCur.BankAccountInfo = PIn.String(textBankAccountInfo.Text);
if (IsNew)
{
if (gridPat.SelectedIndices.Length + gridIns.SelectedIndices.Length > 18)
{
if (!MsgBox.Show(this, MsgBoxButtons.YesNo, "No more than 18 items will fit on a QuickBooks deposit slip. Continue anyway?"))
{
return(false);
}
}
Deposits.Insert(DepositCur);
if (Accounts.DepositsLinked() && DepositCur.Amount > 0)
{
if (PrefC.GetInt(PrefName.AccountingSoftware) == (int)AccountingSoftware.QuickBooks)
{
//Create a deposit within QuickBooks.
try {
Cursor.Current = Cursors.WaitCursor;
QuickBooks.CreateDeposit(DepositAccountsQB[comboDepositAccount.SelectedIndex]
, PrefC.GetString(PrefName.QuickBooksIncomeAccount), DepositCur.Amount);
Cursor.Current = Cursors.Default;
}
catch (Exception ex) {
Cursor.Current = Cursors.Default;
if (MessageBox.Show(ex.Message + "\r\n\r\nA deposit has not been created in QuickBooks, continue anyway?", "QuickBooks Deposit Create Failed", MessageBoxButtons.YesNo) != DialogResult.Yes)
{
return(false);
}
}
}
else
{
//create a transaction here
Transaction trans = new Transaction();
trans.DepositNum = DepositCur.DepositNum;
trans.UserNum = Security.CurUser.UserNum;
Transactions.Insert(trans);
//first the deposit entry
JournalEntry je = new JournalEntry();
je.AccountNum = DepositAccounts[comboDepositAccount.SelectedIndex];
je.CheckNumber = Lan.g(this, "DEP");
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.DebitAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(PrefC.GetLong(PrefName.AccountingIncomeAccount));
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
//then, the income entry
je = new JournalEntry();
je.AccountNum = PrefC.GetLong(PrefName.AccountingIncomeAccount);
//je.CheckNumber=;
je.DateDisplayed = DepositCur.DateDeposit; //it would be nice to add security here.
je.CreditAmt = DepositCur.Amount;
je.Memo = Lan.g(this, "Deposit");
je.Splits = Accounts.GetDescript(DepositAccounts[comboDepositAccount.SelectedIndex]);
je.TransactionNum = trans.TransactionNum;
JournalEntries.Insert(je);
}
}
}
else
{
Deposits.Update(DepositCur);
}
if (IsNew) //never allowed to change or attach more checks after initial creation of deposit slip
{
for (int i = 0; i < gridPat.SelectedIndices.Length; i++)
{
PatPayList[gridPat.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
Payments.Update(PatPayList[gridPat.SelectedIndices[i]], false);
}
for (int i = 0; i < gridIns.SelectedIndices.Length; i++)
{
ClaimPayList[gridIns.SelectedIndices[i]].DepositNum = DepositCur.DepositNum;
ClaimPayments.Update(ClaimPayList[gridIns.SelectedIndices[i]]);
}
}
if (IsNew)
{
SecurityLogs.MakeLogEntry(Permissions.DepositSlips, 0,
DepositCur.DateDeposit.ToShortDateString() + " New " + DepositCur.Amount.ToString("c"));
}
else
{
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, 0,
DepositCur.DateDeposit.ToShortDateString() + " " + DepositCur.Amount.ToString("c"));
}
return(true);
}