///<summary></summary> private void TransferUnallocatedToUnearned() { List <PaySplit> listSplitsForPats = PaySplits.GetForPats(_listFamilyPatNums); if (listSplitsForPats.IsNullOrEmpty()) { return; } //Pass in an invalid payNum of 0 which will get set correctly later if there are in fact splits to transfer. PaymentEdit.IncomeTransferData unallocatedTransfers = PaymentEdit.TransferUnallocatedSplitToUnearned(listSplitsForPats, 0); if (unallocatedTransfers.ListSplitsCur.Count == 0) { return; } if (!unallocatedTransfers.ListSplitsCur.Sum(x => x.SplitAmt).IsZero()) { //Display the UnearnedType and the SplitAmt for each split in the list. string splitInfo = string.Join("\r\n ", unallocatedTransfers.ListSplitsCur .Select(x => $"SplitAmt: {x.SplitAmt}")); //Show the sum of all splits first and then give a breakdown of each individual split. string details = $"Sum of unallocatedTransfers.ListSplitsCur: {unallocatedTransfers.ListSplitsCur.Sum(x => x.SplitAmt)}\r\n" + $"Individual Split Info:\r\n {splitInfo}"; FriendlyException.Show("Error transferring unallocated paysplits. Please call support.", new ApplicationException(details), "Close"); //Close the window and do not let the user create transfers because something is wrong. DialogResult = DialogResult.Cancel; Close(); return; } //There are unallocated paysplits that need to be transferred to unearned. _unallocatedPayNum = PaymentEdit.CreateAndInsertUnallocatedPayment(_patCur); foreach (PaySplit split in unallocatedTransfers.ListSplitsCur) { split.PayNum = _unallocatedPayNum; //Set the PayNum because it was purposefully set to 0 above to save queries. PaySplits.Insert(split); } foreach (PaySplits.PaySplitAssociated splitAssociated in unallocatedTransfers.ListSplitsAssociated) { if (splitAssociated.PaySplitLinked != null && splitAssociated.PaySplitOrig != null) { PaySplits.UpdateFSplitNum(splitAssociated.PaySplitOrig.SplitNum, splitAssociated.PaySplitLinked.SplitNum); } } SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, _patCur.PatNum , $"Unallocated splits automatically transferred to unearned for payment {_unallocatedPayNum}."); }
///<summary>Fills the main grid. If reload Data is true, account data will be (re)fetched from the database. ///If false then data already in memory is used.</summary> private void FillGridMain() { gridMain.BeginUpdate(); gridMain.ListGridColumns.Clear(); GridColumn col; col = new GridColumn(Lan.g(this, "Name"), 240); gridMain.ListGridColumns.Add(col); col = new GridColumn(Lan.g(this, "Balance"), 100, GridSortingStrategy.AmountParse); gridMain.ListGridColumns.Add(col); gridMain.ListGridRows.Clear(); GridRow row; PaymentEdit.ConstructResults results; //Make a row for every guarantor that has family members with positive and negative balances. List <long> listPatNumsForBatch = _dictCurrentFamilyBatch.Values.Select(x => x.ListFamilyMembers) .SelectMany(y => y.Select(z => z.PatNum)).ToList(); List <PaySplit> listSplitsForBatch = PaySplits.GetForPats(listPatNumsForBatch); List <ClaimProc> listClaimsPayAsTotalForBatch = ClaimProcs.GetByTotForPats(listPatNumsForBatch); foreach (KeyValuePair <long, FamilyAccount> kvp in _dictCurrentFamilyBatch) { //Get all family members now so we cut down on memory used. FamilyAccount famAccount = kvp.Value; List <Patient> listPatients = famAccount.ListFamilyMembers; List <long> listFamilyPatNums = listPatients.Select(x => x.PatNum).ToList(); long guarantorNum = kvp.Key; List <PaySplit> listSplitsForPats = listSplitsForBatch.FindAll(x => x.PatNum.In(listFamilyPatNums)); long unallocatedTransferPayNum = PaymentEdit.CreateAndInsertUnallocatedPayment(listPatients.First(x => x.PatNum == guarantorNum)); if (!listSplitsForPats.IsNullOrEmpty()) { PaymentEdit.IncomeTransferData txfrResults = PaymentEdit.TransferUnallocatedSplitToUnearned(listSplitsForPats, unallocatedTransferPayNum); foreach (PaySplit split in txfrResults.ListSplitsCur) { split.PayNum = unallocatedTransferPayNum; //Set the PayNum because it was purposefully set to 0 above to save queries. PaySplits.Insert(split); //Need to insert in a loop to get the PrimaryKey } foreach (PaySplits.PaySplitAssociated splitAssociated in txfrResults.ListSplitsAssociated) { if (splitAssociated.PaySplitLinked != null && splitAssociated.PaySplitOrig != null) { PaySplits.UpdateFSplitNum(splitAssociated.PaySplitOrig.SplitNum, splitAssociated.PaySplitLinked.SplitNum); } } } List <ClaimProc> listClaimsAsTotalForPats = listClaimsPayAsTotalForBatch.FindAll(x => x.PatNum.In(listFamilyPatNums)); ClaimProcs.TransferClaimsAsTotalToProcedures(listPatients.Select(x => x.PatNum).ToList(), listClaimsAsTotalForPats); results = PaymentEdit.ConstructAndLinkChargeCredits(listPatients.Select(x => x.PatNum).ToList(), guarantorNum, new List <PaySplit>(), new Payment(), new List <AccountEntry>(), true); famAccount.Account = results; List <AccountEntry> listAccountEntries = results.ListAccountCharges; //Get guarantor info and fill the row/grid Patient guarantor = listPatients.FirstOrDefault(x => x.PatNum == guarantorNum); row = new GridRow(); row.Cells.Add(guarantor.GetNameLFnoPref()); row.Cells.Add((listAccountEntries.Sum(x => x.AmountEnd)).ToString("f")); row.Tag = famAccount; //Store relevant family info in the guarantor row. row.DropDownInitiallyDown = false; row.Bold = true; //Bold parent rows to show it is giving the family balance. gridMain.ListGridRows.Add(row); //Make child rows foreach (Patient p in listPatients) { GridRow rowChild = new GridRow(); rowChild.Cells.Add(p.GetNameLFnoPref()); rowChild.Cells.Add(listAccountEntries.Where(x => x.PatNum == p.PatNum).Sum(x => x.AmountEnd).ToString("f")); rowChild.DropDownParent = row; gridMain.ListGridRows.Add(rowChild); } } gridMain.EndUpdate(); gridMain.Update(); labelBatchCount.Text = $"Current batch: {_batchNum} Total batches: {_listBatches.Count()}"; //Invalidate and update the label to force it to be in sync with the progress bar that is on a separate thread. labelBatchCount.Invalidate(); labelBatchCount.Update(); }