///<summary>Transfers unallocated to unearned (if present) and inserts those results into the database. Then performs transfer.
///This is the best representation of what the income transfer window currently does.</summary>
public static PaymentEdit.IncomeTransferData BalanceAndIncomeTransfer(long patNum, Family fam, Payment regularTransferPayment
, List <PayPlanCharge> payPlanCharges = null)
{
//get all paysplits associated to the family passed in
List <PaySplit> listSplitsForPat = PaySplits.GetForPats(fam.ListPats.Select(x => x.PatNum).ToList());
//perform unallocated transfer
Payment unallocatedTransfer = MakePaymentNoSplits(patNum, 0, payDate: DateTime.Today);
PaymentEdit.IncomeTransferData unallocatedResults = PaymentEdit.TransferUnallocatedSplitToUnearned(listSplitsForPat, unallocatedTransfer.PayNum);
foreach (PaySplit split in unallocatedResults.ListSplitsCur)
{
if (split.SplitAmt.IsZero())
{
continue;
}
PaySplits.Insert(split);
}
foreach (PaySplits.PaySplitAssociated splitAssociated in unallocatedResults.ListSplitsAssociated)
{
if (splitAssociated.PaySplitOrig != null && splitAssociated.PaySplitLinked != null)
{
PaySplits.UpdateFSplitNum(splitAssociated.PaySplitOrig.SplitNum, splitAssociated.PaySplitLinked.SplitNum);
}
}
if (payPlanCharges == null)
{
payPlanCharges = new List <PayPlanCharge>();
}
#region claim fix and transfer
//both of these methods have objects that get immediately inserted into the database. While testing, a spcific call wil need to be made to delete.
ClaimProcs.FixClaimsNoProcedures(fam.ListPats.Select(x => x.PatNum).ToList()); //make dummy procedures and claimprocs for claims missing procs.
ClaimProcs.TransferClaimsAsTotalToProcedures(fam.ListPats.Select(x => x.PatNum).ToList()); //transfer AsTotals into claim procedures
#endregion
return(IncomeTransfer(patNum, fam, regularTransferPayment, payPlanCharges));
}
public static Payment MakePayment(long patNum, double payAmt, DateTime payDate, long payPlanNum = 0, long provNum = 0, long procNum = 0, long payType = 0,
long clinicNum = 0, long unearnedType = 0, bool isRecurringCharge = false, DateTime recurringChargeDate = default(DateTime), string externalId = ""
, long adjNum = 0)
{
Payment payment = new Payment();
payment.PatNum = patNum;
payment.PayDate = payDate;
payment.PayAmt = payAmt;
payment.PayType = payType;
payment.ClinicNum = clinicNum;
payment.DateEntry = payDate;
payment.IsRecurringCC = isRecurringCharge;
payment.RecurringChargeDate = recurringChargeDate;
payment.ExternalId = externalId;
Payments.Insert(payment);
PaySplit split = new PaySplit();
split.PayNum = payment.PayNum;
split.PatNum = payment.PatNum;
split.DatePay = payDate;
split.ClinicNum = payment.ClinicNum;
split.PayPlanNum = payPlanNum;
split.AdjNum = adjNum;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = payAmt;
split.DateEntry = payDate;
split.UnearnedType = unearnedType;
PaySplits.Insert(split);
return(payment);
}
public static Payment MakePayment(long patNum, double payAmt, DateTime payDate, long payPlanNum = 0, long provNum = 0, long procNum = 0, long payType = 0,
long clinicNum = 0, long unearnedType = 0)
{
Payment payment = new Payment();
payment.PatNum = patNum;
payment.PayDate = payDate;
payment.PayAmt = payAmt;
payment.PayType = payType;
payment.ClinicNum = clinicNum;
payment.DateEntry = payDate;
Payments.Insert(payment);
PaySplit split = new PaySplit();
split.PayNum = payment.PayNum;
split.PatNum = payment.PatNum;
split.DatePay = payDate;
split.ClinicNum = payment.ClinicNum;
split.PayPlanNum = payPlanNum;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = payAmt;
split.DateEntry = payDate;
split.UnearnedType = unearnedType;
PaySplits.Insert(split);
return(payment);
}
public static void InsertPrepaymentSplits(List <PaySplit> listPaysplits, List <PaySplits.PaySplitAssociated> listPaySplitsAssociated)
{
//Insert paysplits
foreach (PaySplit ps in listPaysplits)
{
PaySplits.Insert(ps);
}
//Associate prepayments
foreach (PaySplits.PaySplitAssociated split in listPaySplitsAssociated)
{
//Update the FSplitNum after inserts are made.
if (split.PaySplitLinked != null && split.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(split.PaySplitOrig.SplitNum, split.PaySplitLinked.SplitNum);
}
}
}
public static List <PaySplit> CreatePaySplitsForPrepayment(Procedure proc, double amtToUse, PaySplit prePaySplit = null, Clinic clinic = null, long prov = 0)
{
List <PaySplit> retVal = new List <PaySplit>();
long clinicNum = prePaySplit?.ClinicNum ?? clinic?.ClinicNum ?? proc.ClinicNum;
long provNum = prePaySplit?.ProvNum ?? prov;
if (clinic != null)
{
clinicNum = clinic.ClinicNum;
}
if (prov != 0)
{
provNum = prov;
}
Def unearnedType = Defs.GetDefByExactName(DefCat.PaySplitUnearnedType, "PrePayment") ?? DefinitionT.CreateDefinition(DefCat.PaySplitUnearnedType, "PrePayment");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefinitionT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(proc.PatNum, amtToUse, payDate: DateTime.Now, clinicNum: clinicNum, payType: unearnedType.DefNum);
PaySplit splitNeg = new PaySplit();
splitNeg.PatNum = prePaySplit?.PatNum ?? proc.PatNum;
splitNeg.PayNum = pay.PayNum;
splitNeg.FSplitNum = prePaySplit?.SplitNum ?? 0;
splitNeg.ClinicNum = clinicNum;
splitNeg.ProvNum = provNum;
splitNeg.SplitAmt = 0 - amtToUse;
splitNeg.UnearnedType = prePaySplit?.UnearnedType ?? unearnedType.DefNum;
splitNeg.DatePay = DateTime.Now;
PaySplits.Insert(splitNeg);
retVal.Add(splitNeg);
//Make a different paysplit attached to proc and prov they want to use it for.
PaySplit splitPos = new PaySplit();
splitPos.PatNum = prePaySplit?.PatNum ?? proc.PatNum;
splitPos.PayNum = pay.PayNum;
splitPos.FSplitNum = splitNeg.SplitNum;
splitPos.ProvNum = provNum;
splitPos.ClinicNum = clinicNum;
splitPos.SplitAmt = amtToUse;
splitPos.DatePay = DateTime.Now;
splitPos.ProcNum = proc.ProcNum;
PaySplits.Insert(splitPos);
retVal.Add(splitPos);
return(retVal);
}
public static PaySplit CreateSplit(long clinicNum, long patNum, long payNum, long payplanNum, DateTime procDate, long procNum, long provNum
, double splitAmt, long unearnedType)
{
PaySplit paysplit = new PaySplit()
{
ClinicNum = clinicNum,
PatNum = patNum,
PayNum = payNum,
PayPlanNum = payplanNum,
ProcDate = procDate,
ProcNum = procNum,
ProvNum = provNum,
SplitAmt = splitAmt,
UnearnedType = unearnedType
};
PaySplits.Insert(paysplit);
return(paysplit);
}
public static PaySplit CreatePrepayment(long patNum, int amt, DateTime datePay, long provNum = 0, long clinicNum = 0)
{
Def unearnedType = Defs.GetDefByExactName(DefCat.PaySplitUnearnedType, "PrePayment") ?? DefinitionT.CreateDefinition(DefCat.PaySplitUnearnedType, "PrePayment");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefinitionT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(patNum, amt, datePay, clinicNum: clinicNum, payType: payType.DefNum);
PaySplit split = new PaySplit();
split.PayNum = pay.PayNum;
split.PatNum = pay.PatNum;
split.DatePay = datePay;
split.ClinicNum = pay.ClinicNum;
split.PayPlanNum = 0;
split.ProvNum = provNum;
split.ProcNum = 0;
split.SplitAmt = amt;
split.DateEntry = datePay;
split.UnearnedType = unearnedType.DefNum;
PaySplits.Insert(split);
return(split);
}
///<summary>Use when creating a TP prepayment or a hidden prepayment split (that does not necessariliy need to have a proc) </summary>
public static PaySplit CreateTpPrepayment(long patNum, int amt, DateTime datePay, long provNum = 0, long clinicNum = 0, long procNum = 0, bool isHidden = false)
{
Def unearnedType = Defs.GetDefsForCategory(DefCat.PaySplitUnearnedType).First(x => isHidden?x.ItemValue != "":x.ItemValue == "");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(patNum, amt, datePay, clinicNum: clinicNum, payType: payType.DefNum);
PaySplit split = new PaySplit();
split.PayNum = pay.PayNum;
split.PatNum = pay.PatNum;
split.DatePay = datePay;
split.ClinicNum = pay.ClinicNum;
split.PayPlanNum = 0;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = amt;
split.DateEntry = datePay;
split.UnearnedType = unearnedType.DefNum;
PaySplits.Insert(split);
return(split);
}