/// <summary>Only used to void or refund transactions from PayConnectPortal. Creates new cloned payment and paysplits for the refund or void.
/// Returns true if the transaction was successful, otherwise false.</summary
public static bool VoidOrRefundPayConnectPortalTransaction(PayConnectResponseWeb pcResponseWeb, Payment payment, PayConnectService.transType transType, string refNum, decimal amount)
{
if (!transType.In(PayConnectService.transType.RETURN, PayConnectService.transType.VOID))
{
return(false);
}
List <PaySplit> listPaySplits = PaySplits.GetForPayment(payment.PayNum);
PayConnectService.creditCardRequest _payConnectRequest = new PayConnectService.creditCardRequest();
PayConnectResponse response = null;
string receiptStr = "";
_payConnectRequest.TransType = transType;
_payConnectRequest.RefNumber = refNum;
_payConnectRequest.Amount = amount;
PayConnectService.transResponse transResponse = PayConnect.ProcessCreditCard(_payConnectRequest, payment.ClinicNum, x => MsgBox.Show(x));
response = new PayConnectResponse(transResponse, _payConnectRequest);
receiptStr = PayConnect.BuildReceiptString(_payConnectRequest, transResponse, null, payment.ClinicNum);
if (response == null || response.StatusCode != "0") //error in transaction
{
return(false);
}
//Record a new payment for the voided transaction
Payment clonePayment = payment.Clone();
clonePayment.PayAmt *= -1; //The negated amount of the original payment
clonePayment.PayDate = DateTime.Now;
clonePayment.Receipt = receiptStr;
clonePayment.PayNote = Lan.g("PayConnectL", "Transaction Type") + ": " + Enum.GetName(typeof(PayConnectService.transType), transType)
+ Environment.NewLine + Lan.g("PayConnectL", "Status") + ": " + response.Description + Environment.NewLine
+ Lan.g("PayConnectL", "Amount") + ": " + clonePayment.PayAmt + Environment.NewLine
+ Lan.g("PayConnectL", "Auth Code") + ": " + response.AuthCode + Environment.NewLine
+ Lan.g("PayConnectL", "Ref Number") + ": " + response.RefNumber;
clonePayment.PaymentSource = pcResponseWeb.CCSource;
clonePayment.ProcessStatus = ProcessStat.OfficeProcessed;
clonePayment.PayNum = Payments.Insert(clonePayment);
List <PaySplit> listClonedPaySplits = new List <PaySplit>();
foreach (PaySplit paySplit in listPaySplits)
{
PaySplit copy = paySplit.Copy();
copy.SplitAmt *= -1;
copy.PayNum = clonePayment.PayNum;
copy.DatePay = clonePayment.PayDate;
listClonedPaySplits.Add(copy);
}
PaySplits.InsertMany(listClonedPaySplits);
PayConnectResponseWeb newPCResponseWeb = new PayConnectResponseWeb()
{
PatNum = payment.PatNum,
PayNum = clonePayment.PayNum,
CCSource = pcResponseWeb.CCSource,
Amount = clonePayment.PayAmt,
PayNote = Lan.g("PayConnectL", clonePayment.PayNote + Environment.NewLine + "From within Open Dental Proper."),
ProcessingStatus = PayConnectWebStatus.Completed,
DateTimeEntry = DateTime.Now,
DateTimeCompleted = DateTime.Now,
IsTokenSaved = false,
RefNumber = transResponse.RefNumber,
TransType = transType,
PaymentToken = pcResponseWeb.PaymentToken,
};
PayConnectResponseWebs.Insert(newPCResponseWeb);
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, clonePayment.PatNum,
Patients.GetLim(clonePayment.PatNum).GetNameLF() + ", " + clonePayment.PayAmt.ToString("c"));
return(true);
}
///<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);
}