protected void Page_Load(object sender, EventArgs e)
{
try
{
bool success = false;
string reason = String.Empty;
if (!AppLogic.AppConfigBool("AvalaraTax.Enabled"))
{
ResultLabel.Text = "AvaTax is not enabled. Enable AvaTax by setting the AvalaraTax.Enabled AppConfig to True.";
}
else
{
AvaTax avaTax = new AvaTax();
success = avaTax.TestAddin(out reason);
if (success)
{
ResultLabel.Text = "Successfully connected to AvaTax.";
}
else if (String.IsNullOrEmpty(reason))
{
ResultLabel.Text = "AvaTax connection was not successful. Please review your configuration.";
}
else
{
ResultLabel.Text = String.Format("AvaTax connection was not successful. AvaTax returned the following message: {0}", reason);
}
}
}
catch (Exception exception)
{
ResultLabel.Text = "Connection test failed due to an exception:<br />" + exception.ToString().Replace("\n", "<br />");
}
}
private void butOK_Click(object sender, EventArgs e)
{
if (!CheckBeginDateTime())
{
return;
}
//If the AvaTax API is not available at HQ show popup and return.
if (AvaTax.IsEnabled() && !AvaTax.PingAvaTax())
{
MsgBox.Show(this, "Unable to connect to AvaTax API.");
return;
}
Cursor = Cursors.WaitCursor;
RepeatChargeResult result = RepeatCharges.RunRepeatingCharges(MiscData.GetNowDateTime(), checkRunAging.Checked);
string metrics = result.ProceduresAddedCount + " " + Lan.g(this, "procedures added.") + "\r\n" + result.ClaimsAddedCount + " "
+ Lan.g(this, "claims added.");
SecurityLogs.MakeLogEntry(Permissions.RepeatChargeTool, 0, "Repeat Charge Tool ran.\r\n" + metrics);
Cursor = Cursors.Default;
MessageBox.Show(metrics);
if (!string.IsNullOrEmpty(result.ErrorMsg))
{
SecurityLogs.MakeLogEntry(Permissions.RepeatChargeTool, 0, "Repeat Charge Tool Error: " + result.ErrorMsg);
MessageBox.Show(result.ErrorMsg);
}
DialogResult = DialogResult.OK;
}
AvaTaxRate ObjectBuilder(AvaTaxRateCacheContext objectContext)
{
var cart = CachedShoppingCartProvider.Get(objectContext.Customer, CartTypeEnum.ShoppingCart, objectContext.StoreId);
var taxRate = new AvaTax().GetTaxRate(objectContext.Customer, cart.CartItems, cart.OrderOptions);
return(new AvaTaxRate(objectContext.Customer, objectContext.StoreId, objectContext.CartType, taxRate));
}
private void butPing_Click(object sender, EventArgs e)
{
if (AvaTax.IsApiAvailable(radioProdEnv.Checked, textUsername.Text, textPassword.Text))
{
MsgBox.Show(this, "Success connecting to API.");
}
else
{
MsgBox.Show(this, "Failure connecting to API. Check that username and password are correct.");
}
}
///<summary>Calls Avalara to get an estimated sales tax for each charge.</summary>
private void GetTaxEstimates(List <ProcedureCharge> listCharges, bool isPrepaymentList = true)
{
foreach (ProcedureCharge procCharge in listCharges)
{
//Prevents getting tax estimates on previously completed procedures that were not taxed in the first place.
if (isPrepaymentList || procCharge.HasTaxAdjustment)
{
procCharge.EstTax = (double)AvaTax.GetEstimate(procCharge.ProcCode.CodeNum, _patCur.PatNum, procCharge.ProcFee - procCharge.ProcDiscount);
procCharge.Calc();
}
}
}
public AddressValidationResult Validate(Address address, AddressTypes addressType = AddressTypes.Unknown)
{
if (address.Country != "United States") // Avalara doesn't validate other countries
{
return(new AddressValidationResult());
}
var correctedAddress = new Address();
correctedAddress.LoadFromDB(address.AddressID);
try
{
var result = new AvaTax()
.ValidateAddress(
customer: AppLogic.GetCurrentCustomer(),
inputAddress: address,
ResultAddress: out correctedAddress);
if (string.IsNullOrEmpty(result))
{
return(new AddressValidationResult(
correctedAddresses: new[]
{
correctedAddress
}));
}
else
{
return(new AddressValidationResult(
status: AddressValidationStatus.Failure,
message: result,
correctedAddresses: new[]
{
correctedAddress
}));
}
}
catch (Exception exception)
{
return(new AddressValidationResult(
status: AddressValidationStatus.Failure,
message: exception.Message));
}
}
/// <summary>
/// Validate Address using Avalara Validation.
/// </summary>
/// <param name="EnteredAddress">The address as entered by a customer</param>
/// <param name="ResultAddress">The resulting validated address</param>
/// <returns>String,
/// ro_OK => ResultAddress = EnteredAddress proceed with no further user review,
/// 'some message' => address requires edit or verification by customer
/// </returns>
public String avalaraValidate(Address EnteredAddress, out Address ResultAddress)
{
string result = AppLogic.ro_OK;
ResultAddress = new Address();
ResultAddress.LoadFromDB(EnteredAddress.AddressID);
if (EnteredAddress.Country != "United States")
{ // Avalara doesn't validate other countries
return(AppLogic.ro_OK);
}
Customer thisCustomer = AppLogic.GetCurrentCustomer();
var AvalaraValidate = new AvaTax();
result = AvalaraValidate.ValidateAddress(thisCustomer, EnteredAddress, out ResultAddress);
return(result == String.Empty ? AppLogic.ro_OK : result);
}
protected void Page_Load(object sender, EventArgs e)
{
btnCloseTop.DataBind();
if (!Page.IsPostBack)
{
try
{
var success = false;
var reason = string.Empty;
if (!AppLogic.AppConfigBool("AvalaraTax.Enabled"))
{
ctlAlertMessage.PushAlertMessage(AppLogic.GetString("admin.avalara.NotEnabled"), AlertMessage.AlertType.Warning);
}
else
{
var avaTax = new AvaTax();
success = avaTax.TestAddin(out reason);
if (success)
{
ctlAlertMessage.PushAlertMessage(AppLogic.GetString("admin.avalara.TestSuccess"), AlertMessage.AlertType.Success);
}
else if (string.IsNullOrEmpty(reason))
{
ctlAlertMessage.PushAlertMessage(AppLogic.GetString("admin.avalara.TestFailureGeneric"), AlertMessage.AlertType.Error);
}
else
{
ctlAlertMessage.PushAlertMessage(string.Format(AppLogic.GetString("admin.avalara.TestFailureError"), reason), AlertMessage.AlertType.Error);
}
}
}
catch (Exception exception)
{
ctlAlertMessage.PushAlertMessage(AppLogic.GetString("admin.avalara.TestFailureException") + exception.ToString().Replace("\n", "<br />"), AlertMessage.AlertType.Error);
}
}
}
private void FormAdjust_Load(object sender, System.EventArgs e)
{
if (AvaTax.IsEnabled())
{
//We do not want to allow the user to make edits or delete SalesTax and SalesTaxReturn Adjustments. Popup if no permission so user knows why disabled.
if (AvaTax.IsEnabled() &&
(_adjustmentCur.AdjType == AvaTax.SalesTaxAdjType || _adjustmentCur.AdjType == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
DisableForm(textNote, butCancel);
textNote.ReadOnly = true; //This will allow the user to copy the note if desired.
}
}
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, true)) //Date not checked here. Message will show later.
{
if (!Security.IsAuthorized(Permissions.AdjustmentEditZero, true)) //Let user create an adjustment of zero if they have this perm.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
DialogResult = DialogResult.Cancel;
return;
}
//Make sure amount is 0 after OK click.
_checkZeroAmount = true;
}
}
else
{
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, _adjustmentCur.AdjDate))
{
butOK.Enabled = false;
butDelete.Enabled = false;
//User can't edit but has edit zero amount perm. Allow delete only if date is today.
if (Security.IsAuthorized(Permissions.AdjustmentEditZero, true) &&
_adjustmentCur.AdjAmt == 0 &&
_adjustmentCur.DateEntry.Date == MiscData.GetNowDateTime().Date)
{
butDelete.Enabled = true;
}
}
bool isAttachedToPayPlan = PayPlanLinks.GetForFKeyAndLinkType(_adjustmentCur.AdjNum, PayPlanLinkType.Adjustment).Count > 0;
_listSplitsForAdjustment = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
if (_listSplitsForAdjustment.Count > 0 || isAttachedToPayPlan)
{
butAttachProc.Enabled = false;
butDetachProc.Enabled = false;
labelProcDisabled.Visible = true;
}
//Do not let the user change the adjustment type if the current adjustment is a "discount plan" adjustment type.
if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp")
{
labelAdditions.Text = Lan.g(this, "Discount Plan") + ": " + Defs.GetName(DefCat.AdjTypes, _adjustmentCur.AdjType);
labelSubtractions.Visible = false;
listTypePos.Visible = false;
listTypeNeg.Visible = false;
}
}
textDateEntry.Text = _adjustmentCur.DateEntry.ToShortDateString();
textAdjDate.Text = _adjustmentCur.AdjDate.ToShortDateString();
textProcDate.Text = _adjustmentCur.ProcDate.ToShortDateString();
if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "+") //pos
{
textAmount.Text = _adjustmentCur.AdjAmt.ToString("F");
}
else if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "-") //neg
{
textAmount.Text = (-_adjustmentCur.AdjAmt).ToString("F"); //shows without the neg sign
}
else if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp") //Discount Plan (neg)
{
textAmount.Text = (-_adjustmentCur.AdjAmt).ToString("F"); //shows without the neg sign
}
comboClinic.SelectedClinicNum = _adjustmentCur.ClinicNum;
comboProv.SetSelectedProvNum(_adjustmentCur.ProvNum);
FillComboProv();
if (_adjustmentCur.ProcNum != 0 && PrefC.GetInt(PrefName.RigorousAdjustments) == (int)RigorousAdjustments.EnforceFully)
{
comboProv.Enabled = false;
butPickProv.Enabled = false;
comboClinic.Enabled = false;
if (Security.IsAuthorized(Permissions.Setup, true))
{
labelEditAnyway.Visible = true;
butEditAnyway.Visible = true;
}
}
//prevents FillProcedure from being called too many times. Event handlers hooked back up after the lists are filled.
listTypeNeg.SelectedIndexChanged -= listTypeNeg_SelectedIndexChanged;
listTypePos.SelectedIndexChanged -= listTypePos_SelectedIndexChanged;
List <Def> adjCat = Defs.GetDefsForCategory(DefCat.AdjTypes, true);
//Positive adjustment types
_listAdjPosCats = adjCat.FindAll(x => x.ItemValue == "+");
_listAdjPosCats.ForEach(x => listTypePos.Items.Add(x.ItemName));
listTypePos.SelectedIndex = _listAdjPosCats.FindIndex(x => x.DefNum == _adjustmentCur.AdjType); //can be -1
//Negative adjustment types
_listAdjNegCats = adjCat.FindAll(x => x.ItemValue == "-");
_listAdjNegCats.ForEach(x => listTypeNeg.Items.Add(x.ItemName));
listTypeNeg.SelectedIndex = _listAdjNegCats.FindIndex(x => x.DefNum == _adjustmentCur.AdjType);//can be -1
listTypeNeg.SelectedIndexChanged += listTypeNeg_SelectedIndexChanged;
listTypePos.SelectedIndexChanged += listTypePos_SelectedIndexChanged;
FillProcedure();
textNote.Text = _adjustmentCur.AdjNote;
}
private void butOK_Click(object sender, System.EventArgs e)
{
bool isDiscountPlanAdj = (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp");
if (textAdjDate.errorProvider1.GetError(textAdjDate) != "" ||
textProcDate.errorProvider1.GetError(textProcDate) != "" ||
textAmount.errorProvider1.GetError(textAmount) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (PIn.Date(textAdjDate.Text).Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustment date can not be in the future.");
return;
}
if (textAmount.Text == "")
{
MessageBox.Show(Lan.g(this, "Please enter an amount."));
return;
}
if (!isDiscountPlanAdj && listTypeNeg.SelectedIndex == -1 && listTypePos.SelectedIndex == -1)
{
MsgBox.Show(this, "Please select a type first.");
return;
}
if (IsNew && AvaTax.IsEnabled() && listTypePos.SelectedIndex > -1 &&
(_listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxAdjType || _listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
return;
}
if (PrefC.GetInt(PrefName.RigorousAdjustments) == 0 && _adjustmentCur.ProcNum == 0)
{
MsgBox.Show(this, "You must attach a procedure to the adjustment.");
return;
}
if (_adjRemAmt < 0)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
}
bool changeAdjSplit = false;
List <PaySplit> listPaySplitsForAdjust = new List <PaySplit>();
if (IsNew)
{
//prevents backdating of initial adjustment
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, PIn.Date(textAdjDate.Text), true)) //Give message later.
{
if (!_checkZeroAmount) //Let user create as long as Amount is zero and has edit zero permissions. This was checked on load.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
return;
}
}
}
else
{
//Editing an old entry will already be blocked if the date was too old, and user will not be able to click OK button
//This catches it if user changed the date to be older.
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, PIn.Date(textAdjDate.Text)))
{
return;
}
if (_adjustmentCur.ProvNum != comboProv.GetSelectedProvNum())
{
listPaySplitsForAdjust = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
foreach (PaySplit paySplit in listPaySplitsForAdjust)
{
if (!Security.IsAuthorized(Permissions.PaymentEdit, Payments.GetPayment(paySplit.PayNum).PayDate))
{
return;
}
if (comboProv.GetSelectedProvNum() != paySplit.ProvNum && PrefC.GetInt(PrefName.RigorousAccounting) == (int)RigorousAdjustments.EnforceFully)
{
changeAdjSplit = true;
break;
}
}
if (changeAdjSplit &&
!MsgBox.Show(this, MsgBoxButtons.OKCancel, "The provider for the associated payment splits will be changed to match the provider on the "
+ "adjustment."))
{
return;
}
}
}
//DateEntry not allowed to change
DateTime datePreviousChange = _adjustmentCur.SecDateTEdit;
_adjustmentCur.AdjDate = PIn.Date(textAdjDate.Text);
_adjustmentCur.ProcDate = PIn.Date(textProcDate.Text);
_adjustmentCur.ProvNum = comboProv.GetSelectedProvNum();
_adjustmentCur.ClinicNum = comboClinic.SelectedClinicNum;
if (listTypePos.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjPosCats[listTypePos.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = PIn.Double(textAmount.Text);
}
if (listTypeNeg.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjNegCats[listTypeNeg.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (isDiscountPlanAdj)
{
//AdjustmentCur.AdjType is already set to a "discount plan" adj type.
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (_checkZeroAmount && _adjustmentCur.AdjAmt != 0)
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
_adjustmentCur.AdjNote = textNote.Text;
try{
if (IsNew)
{
Adjustments.Insert(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, _adjustmentCur.PatNum,
_patCur.GetNameLF() + ", "
+ _adjustmentCur.AdjAmt.ToString("c"));
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(_adjustmentCur, _isTsiAdj);
}
else
{
Adjustments.Update(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, _adjustmentCur.PatNum, _patCur.GetNameLF() + ", " + _adjustmentCur.AdjAmt.ToString("c"), 0
, datePreviousChange);
}
}
catch (Exception ex) { //even though it doesn't currently throw any exceptions
MessageBox.Show(ex.Message);
return;
}
if (changeAdjSplit)
{
PaySplits.UpdateProvForAdjust(_adjustmentCur, listPaySplitsForAdjust);
}
DialogResult = DialogResult.OK;
}
///<summary>Create completed ProcedureLogs from prepayment grid.</summary>
private void CreateProcedureLogs()
{
Dictionary <ProcedureCode, List <AvaTax.TransQtyAmt> > dictTransactions = new Dictionary <ProcedureCode, List <AvaTax.TransQtyAmt> >();
List <ProcedureCharge> listMatchingProcCharges = new List <ProcedureCharge>();
//Go through our list of support codes and get all procedurecharges relating to the given code.
foreach (ProcedureCode ProcCode in _listPrePaySupportCodes)
{
listMatchingProcCharges = _listProcedureCharge.FindAll(x => x.ProcCode == ProcCode);
if (listMatchingProcCharges.Count == 0)
{
continue;
}
List <AvaTax.TransQtyAmt> listTransQtyAmt = new List <AvaTax.TransQtyAmt>();
foreach (ProcedureCharge procCharge in listMatchingProcCharges)
{
listTransQtyAmt.Add(new AvaTax.TransQtyAmt(procCharge.ProcCount, procCharge.BaseFee));
}
dictTransactions.Add(ProcCode, listTransQtyAmt);
//Zero out related repeat charges.
ZeroOutRepeatingCharge(ProcCode, listTransQtyAmt);
//Create procedures and adjustments without calling AvaTax API if the current patient is not taxable.
if (!AvaTax.IsTaxable(_patCur.PatNum))
{
Procedure procCur = new Procedure()
{
PatNum = _patCur.PatNum,
ProvNum = 7, //HQ only this is jordan's provNum.
ProcDate = DateTime.Today,
DateEntryC = DateTime.Now,
DateComplete = DateTime.Now,
CodeNum = ProcCode.CodeNum,
ProcStatus = ProcStat.C
};
foreach (ProcedureCharge procCharge in listMatchingProcCharges)
{
procCur.BillingNote += $"Rate: ${POut.Double(procCharge.BaseFee)} Months: {POut.Int(procCharge.ProcCount)}\r\n";
}
procCur.BillingNote += _prepaidThroughNote;
List <Procedure> listMatchingCompletedProcs = _listCompletedProcs.FindAll(x => x.CodeNum == ProcCode.CodeNum);
int monthsPrepayed = listMatchingProcCharges.Sum(x => x.ProcCount) + listMatchingCompletedProcs.Count();
procCur.ProcFee = listMatchingProcCharges.Sum(x => x.ProcFee);
procCur.ProcNum = Procedures.Insert(procCur);
if (monthsPrepayed >= 6 && AvaTax.ListDiscountProcCodes.Exists(x => x.ProcCode == ProcedureCodes.GetProcCode(procCur.CodeNum).ProcCode))
{
//Create a discount adjustment for prepayments.
if (monthsPrepayed >= 6 && monthsPrepayed <= 11)
{
AvaTax.CreateDiscountAdjustment(procCur, .05, 255); //5% discount. Hard coded ODHQ defnum.
}
else if (monthsPrepayed >= 12 && monthsPrepayed <= 23)
{
AvaTax.CreateDiscountAdjustment(procCur, .10, 206); //10% discount. Hard coded ODHQ defnum.
}
else if (monthsPrepayed >= 24)
{
AvaTax.CreateDiscountAdjustment(procCur, .15, 229); //15% discount. Hard coded ODHQ defnum.
}
//Create adjustments for the previously completed procedures.
foreach (Procedure proc in listMatchingCompletedProcs)
{
if (monthsPrepayed >= 6 && monthsPrepayed <= 11)
{
AvaTax.CreateDiscountAdjustment(proc, .05, 255); //5% discount. Hard coded ODHQ defnum.
}
else if (monthsPrepayed >= 12 && monthsPrepayed <= 23)
{
AvaTax.CreateDiscountAdjustment(proc, .10, 206); //10% discount. Hard coded ODHQ defnum.
}
else if (monthsPrepayed >= 24)
{
AvaTax.CreateDiscountAdjustment(proc, .15, 229); //15% discount. Hard coded ODHQ defnum.
}
}
}
}
}
if (AvaTax.IsTaxable(_patCur.PatNum))
{
try {
AvaTax.CreatePrepaymentTransaction(dictTransactions, _patCur, _listCompletedProcs);
}
catch (Exception ex) {
MessageBox.Show(Lan.g(this, "Error sending procedures to AvaTax.") + "\r\n" + ex.ToString());
}
}
}
