public static AccountEntry GetAccountEntry(AccountEntry ae)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <AccountEntry>(MethodBase.GetCurrentMethod(), ae));
}
return(ae);
}
///<summary>Simple sort that sorts based on date.</summary>
private static int AccountEntrySort(AccountEntry x, AccountEntry y)
{
return(x.Date.CompareTo(y.Date));
}
public static List <PaySplit> CreateSplitForPayPlan(Payment paymentCur, AccountEntry payPlanEntry, List <PayPlanCharge> listPayPlanCredits,
List <AccountEntry> listAccountCharges, decimal payAmt, bool isAutoSplit, out decimal paymentCurPayAmt)
{
//No remoting role check; no call to db. Plus this method has an out parameter.
paymentCurPayAmt = (decimal)paymentCur.PayAmt;
List <PaySplit> listSplits = new List <PaySplit>();
DateTime today = new DateTime(DateTime.Today.Year, DateTime.Today.Month, DateTime.Today.Day, 0, 0, 0, DateTimeKind.Unspecified);
//if the payAmt is > 0 and it's NOT an autosplit, we only want to pay up to the payAmt.
bool isPartial = (payAmt > 0) && !isAutoSplit;
PayPlanCharge payPlanChargeCur = (PayPlanCharge)payPlanEntry.Tag;
//amtUnattached will also include principal payments if those payments are not allocated to a procedure.
//This is accounted for when creating an unattached split.
double amtUnattachedAlreadyPaid = (double)payPlanEntry.SplitCollection.Where(x => x.ProcNum == 0).Sum(y => y.SplitAmt);
double amtAttachedAlreadyPaid = (double)payPlanEntry.SplitCollection.Where(x => x.ProcNum != 0).Sum(y => y.SplitAmt);
//Below is the logic of this method: For the passed in charge
//create a split for the amount of the interest
//create a split for the amount of the charge, attach it to the procedure if possible.
//interest split, only create if interest hasn't already been paid.
if (amtUnattachedAlreadyPaid < payPlanChargeCur.Interest)
{
PaySplit interest = new PaySplit();
interest.DatePay = today;
//the split should always go to the payplancharge's guarantor.
interest.PatNum = payPlanChargeCur.Guarantor;
interest.ProvNum = payPlanChargeCur.ProvNum;
if (PrefC.HasClinicsEnabled) //Clinics
{
interest.ClinicNum = payPlanChargeCur.ClinicNum;
}
interest.PayPlanNum = payPlanChargeCur.PayPlanNum;
interest.PayNum = paymentCur.PayNum;
//if it's an autoSplit, then only use up to the global PaymentAmt.
//else if it's a partial split, then only use up to payAmt.
//else it's a manual split, so just add a split for the entire charge.
if (isAutoSplit)
{
interest.SplitAmt = Math.Min(payPlanChargeCur.Interest - amtUnattachedAlreadyPaid, (double)paymentCurPayAmt);
paymentCurPayAmt -= (decimal)interest.SplitAmt;
}
else if (isPartial)
{
interest.SplitAmt = Math.Min(payPlanChargeCur.Interest - amtUnattachedAlreadyPaid, (double)payAmt);
payAmt -= (decimal)interest.SplitAmt;
paymentCurPayAmt -= (decimal)interest.SplitAmt;
}
else
{
interest.SplitAmt = payPlanChargeCur.Interest - amtUnattachedAlreadyPaid;
}
//this is so the paysplit says (interest) in the grid.
interest.IsInterestSplit = true;
payPlanEntry.AmountEnd -= (decimal)interest.SplitAmt;
payPlanEntry.SplitCollection.Add(interest);
listSplits.Add(interest);
}
//get all procs associated to this plan
List <AccountEntry> listPayPlanProcsEntries = new List <AccountEntry>();
foreach (PayPlanCharge payPlanCredit in listPayPlanCredits) //For each credit
{
foreach (AccountEntry entry in listAccountCharges) //Go through account entries
{
if (entry.GetType() != typeof(Procedure)) //If it's not a proc
{
continue;
}
Procedure proc = (Procedure)entry.Tag;
if (proc.ProcNum == payPlanCredit.ProcNum) //See if the proc has the credit's procnum
{
listPayPlanProcsEntries.Add(entry); //if so, add it so we then have a list of payplan's procs, and we can also show how much is left due for it
}
}
}
listPayPlanProcsEntries = listPayPlanProcsEntries.OrderBy(x => x.Date).ToList();
if (amtAttachedAlreadyPaid < payPlanChargeCur.Principal)
{
if (listPayPlanProcsEntries.Count > 0)
{
double amtAvail = (double)payPlanEntry.AmountEnd;
foreach (AccountEntry entryProc in listPayPlanProcsEntries)
{
if (isAutoSplit && paymentCurPayAmt == 0)
{
break;
}
Procedure procCur = (Procedure)entryProc.Tag;
PaySplit procSplit = new PaySplit();
//get the amount of this procedure that's attached to this payment plan
double maxSplitForCurrentProc = listPayPlanCredits.Where(x => x.ProcNum == procCur.ProcNum).Sum(y => y.Principal);
//get the amount of this procedure that's already been paid off in this payment plan.
maxSplitForCurrentProc -= entryProc.SplitCollection.Where(x => x.PayPlanNum == payPlanChargeCur.PayPlanNum).Sum(y => y.SplitAmt);
if (maxSplitForCurrentProc == 0)
{
continue;
}
procSplit.DatePay = today;
//the payment should always go to the account of the payplancharge's guarantor.
procSplit.PatNum = payPlanChargeCur.Guarantor;
procSplit.PayPlanNum = payPlanChargeCur.PayPlanNum;
procSplit.PayNum = paymentCur.PayNum;
if (isAutoSplit)
{
//make a split for the procedure for no more than the sum of all the credits on the payment plan for that procedure.
procSplit.SplitAmt = Math.Min(maxSplitForCurrentProc, Math.Min(amtAvail, (double)paymentCurPayAmt));
paymentCurPayAmt -= (decimal)procSplit.SplitAmt;
}
else if (isPartial)
{
if (payAmt == 0)
{
break;
}
procSplit.SplitAmt = Math.Min(maxSplitForCurrentProc, Math.Min(amtAvail, (double)payAmt));
payAmt -= (decimal)procSplit.SplitAmt;
paymentCurPayAmt -= (decimal)procSplit.SplitAmt;
}
else
{
procSplit.SplitAmt = Math.Min((double)maxSplitForCurrentProc, amtAvail); //make a split for the procedure for no more than the sum of all the credits on the payment plan for that procedure.
}
procSplit.ProvNum = procCur.ProvNum;
procSplit.ClinicNum = procCur.ClinicNum;
procSplit.ProcNum = procCur.ProcNum;
amtAvail -= procSplit.SplitAmt;
entryProc.SplitCollection.Add(procSplit);
payPlanEntry.AmountEnd -= (decimal)procSplit.SplitAmt;
payPlanEntry.SplitCollection.Add(procSplit);
listSplits.Add(procSplit);
}
//if they have a mix of attached and unattached credits: (if there are payplan charges not linked to a procedure)
bool doCreateUnattachedSplit = payPlanEntry.AmountEnd > 0 && ((isAutoSplit && Math.Min(amtAvail, (double)paymentCurPayAmt) > 0) ||
(!isAutoSplit && Math.Min(amtAvail, (double)payAmt) > 0));
if (doCreateUnattachedSplit)
{
PaySplit unattachedSplit = new PaySplit();
unattachedSplit.DatePay = today;
//the payment should always go to the account of the payplancharge's guarantor.
unattachedSplit.PatNum = payPlanChargeCur.Guarantor;
unattachedSplit.PayPlanNum = payPlanChargeCur.PayPlanNum;
unattachedSplit.PayNum = paymentCur.PayNum;
if (isAutoSplit)
{
unattachedSplit.SplitAmt = Math.Min(amtAvail, (double)paymentCurPayAmt);
paymentCurPayAmt -= (decimal)unattachedSplit.SplitAmt;
}
else if (isPartial)
{
unattachedSplit.SplitAmt = Math.Min(amtAvail, (double)payAmt);
payAmt -= (decimal)unattachedSplit.SplitAmt;
paymentCurPayAmt -= (decimal)unattachedSplit.SplitAmt;
}
else
{
unattachedSplit.SplitAmt = amtAvail;
}
unattachedSplit.ProvNum = payPlanEntry.ProvNum;
unattachedSplit.ClinicNum = payPlanEntry.ClinicNum;
unattachedSplit.ProcNum = 0;
amtAvail -= unattachedSplit.SplitAmt;
payPlanEntry.AmountEnd -= (decimal)unattachedSplit.SplitAmt;
payPlanEntry.SplitCollection.Add(unattachedSplit);
listSplits.Add(unattachedSplit);
}
}
else
{
PaySplit unattachedSplit = new PaySplit();
//for payplans with no attached procedures, all paysplits would end up in the interestAlreadyPaid amount.
//any extra money that was accidentally lumped into interestAlreadyPaid should be included in principleAlreadyPaid here.
amtAttachedAlreadyPaid = (amtUnattachedAlreadyPaid - payPlanChargeCur.Interest > 0) ? amtUnattachedAlreadyPaid - payPlanChargeCur.Interest : 0;
unattachedSplit.DatePay = today;
//the payment should always go to the account of the payplancharge's guarantor.
unattachedSplit.PatNum = payPlanChargeCur.Guarantor;
unattachedSplit.PayPlanNum = payPlanChargeCur.PayPlanNum;
unattachedSplit.PayNum = paymentCur.PayNum;
if (isAutoSplit)
{
unattachedSplit.SplitAmt = Math.Min((double)paymentCurPayAmt, payPlanChargeCur.Principal - amtAttachedAlreadyPaid);
paymentCurPayAmt -= (decimal)unattachedSplit.SplitAmt;
}
else if (isPartial)
{
unattachedSplit.SplitAmt = Math.Min((double)payAmt, payPlanChargeCur.Principal - amtAttachedAlreadyPaid);
payAmt -= (decimal)unattachedSplit.SplitAmt;
paymentCurPayAmt -= (decimal)unattachedSplit.SplitAmt;
}
else
{
unattachedSplit.SplitAmt = payPlanChargeCur.Principal - amtAttachedAlreadyPaid;
}
unattachedSplit.ProvNum = payPlanChargeCur.ProvNum;
unattachedSplit.ClinicNum = payPlanChargeCur.ClinicNum;
payPlanEntry.AmountEnd -= (decimal)unattachedSplit.SplitAmt;
payPlanEntry.SplitCollection.Add(unattachedSplit);
listSplits.Add(unattachedSplit);
}
}
return(listSplits);
}