///<summary>Fills both the Specialty and Clinic combo boxes according to the available clinics to the user and the unused specialties for the patient.
///Only fills the combo box of clinics with clinics that are associated to specialties that have not been used for this patient yet.
///E.g. Even if the user has access to Clinic X, if there is already a clone of this patient for Clinic X, it will no longer show.
///Throws exceptions that should be shown to the user which should then be followed by closing the window.</summary>
private void FillClinicComboBoxes()
{
_dictSpecialtyClinics = new Dictionary <long, List <Clinic> >();
//Fill the list of clinics for this user.
List <Clinic> listClinicsForUser = Clinics.GetForUserod(Security.CurUser);
//Make a deep copy of the list of clinics so that we can filter down to the clinics that have no specialty specified if all are hidden.
List <Clinic> listClinicsNoSpecialty = listClinicsForUser.Select(x => x.Copy()).ToList();
//Fill the list of defLinks used by clones of this patient.
List <long> listClonePatNum = PatientLinks.GetPatNumsLinkedFrom(_patientMaster.PatNum, PatientLinkType.Clone);
List <DefLink> listPatCurDefLinks = DefLinks.GetListByFKeys(listClonePatNum, DefLinkType.Patient);
//Fill the list of clinics defLink
List <DefLink> listClinicDefLinks = DefLinks.GetDefLinksByType(DefLinkType.Clinic);
//Filter out any specialties that are currently in use by clones of this patient.
if (listPatCurDefLinks.Count > 0)
{
listClinicDefLinks.RemoveAll(x => x.DefNum.In(listPatCurDefLinks.Select(y => y.DefNum).ToList()));
}
//Get all non-hidden specialties
List <Def> listSpecialtyDefs = Defs.GetDefsForCategory(DefCat.ClinicSpecialty, true);
//If there are specialties present, we need to know which clinics have no specialty set so that the user can always make clones for that specialty.
if (listSpecialtyDefs.Count > 0)
{
listClinicsNoSpecialty.RemoveAll(x => x.ClinicNum.In(listClinicDefLinks.Select(y => y.FKey).ToList()));
}
//Remove all clinics that do not have any specialties from the original list of clinics for the user.
listClinicsForUser.RemoveAll(x => !x.ClinicNum.In(listClinicDefLinks.Select(y => y.FKey).ToList()));
//Filter out any specialties that are not associated to any available clinics for this user.
listSpecialtyDefs.RemoveAll(x => !x.DefNum.In(listClinicDefLinks.Select(y => y.DefNum).ToList()));
//Lump all of the left over specialties into a dictionary and slap the associated clinics to them.
comboSpecialty.Items.Clear();
//Create a dummy specialty of 0 if there are any clinics that do not have a specialty.
if (listClinicsNoSpecialty != null && listClinicsNoSpecialty.Count > 0)
{
comboSpecialty.Items.Add(new ODBoxItem <Def>(Lan.g(this, "Unspecified"), new Def()
{
DefNum = 0
}));
_dictSpecialtyClinics[0] = listClinicsNoSpecialty;
}
foreach (Def specialty in listSpecialtyDefs)
{
comboSpecialty.Items.Add(new ODBoxItem <Def>(specialty.ItemName, specialty));
//Get a list of all deflinks for the def
List <DefLink> listLinkForDef = listClinicDefLinks.FindAll(x => x.DefNum == specialty.DefNum).ToList();
_dictSpecialtyClinics[specialty.DefNum] = listClinicsForUser.FindAll(x => x.ClinicNum.In(listLinkForDef.Select(y => y.FKey).ToList()));
}
//If there are no specialties to show, we need to let the user know that they need to associate at least one clinic to a specialty.
if (_dictSpecialtyClinics.Count < 1)
{
MsgBox.Show(this, "This patient already has a clone for every Clinic Specialty available.\r\n"
+ "In the main menu, click Setup, Definitions, Clinic Specialties category to add new specialties.\r\n"
+ "In the main menu, click Lists, Clinics, and double click a clinic to set a Specialty.");
DialogResult = DialogResult.Abort;
return;
}
comboSpecialty.SelectedIndex = 0;
FillComboClinic();
}
///<summary>Returns true if the user switched to a different patient.</summary>
public static bool PromptForMerge(Patient patCur, out Patient newPatCur)
{
newPatCur = patCur;
if (patCur == null)
{
return(false);
}
List <PatientLink> listMergedPats = PatientLinks.GetLinks(patCur.PatNum, PatientLinkType.Merge);
if (!PatientLinks.WasPatientMerged(patCur.PatNum, listMergedPats))
{
return(false);
}
//This patient has been merged before. Get a list of all patients that this patient has been merged into.
List <Patient> listPats = Patients.GetMultPats(listMergedPats.Where(x => x.PatNumTo != patCur.PatNum)
.Select(x => x.PatNumTo).ToList()).ToList();
//Notify the user that the currently selected patient has been merged before and then ask them if they want to switch to the correct patient.
foreach (Patient pat in listPats)
{
if (pat.PatStatus.In(PatientStatus.Patient, PatientStatus.Inactive) &&
(MessageBox.Show(Lan.g("ContrAppt", "The currently selected patient has been merged into another patient.\r\n"
+ "Switch to patient") + " " + pat.GetNameLF() + " #" + pat.PatNum.ToString() + "?", "", MessageBoxButtons.YesNo) == DialogResult.Yes))
{
newPatCur = pat;
return(true);
}
}
//The user has declined every possible patient that the current patient was merged to. Let them keep the merge from patient selected.
return(false);
}
///<summary>Used in the case when clinics are disabled. Requires special logic that doesn't use clinics.</summary>
private void FillComboSpecialtyNoClinics()
{
//Get all non-hidden specialties
List <Def> listSpecialtyDefs = Defs.GetDefsForCategory(DefCat.ClinicSpecialty, true);
//Fill the list of defLinks used by clones of this patient.
List <long> listClonePatNums = PatientLinks.GetPatNumsLinkedFrom(_patientMaster.PatNum, PatientLinkType.Clone);
List <DefLink> listPatCurDefLinks = DefLinks.GetListByFKeys(listClonePatNums, DefLinkType.Patient);
//Filter out any specialties that are currently in use by clones of this patient.
if (listPatCurDefLinks.Count > 0)
{
listSpecialtyDefs.RemoveAll(x => x.DefNum.In(listPatCurDefLinks.Select(y => y.DefNum).ToList()));
}
comboSpecialty.Items.Clear();
//Create a dummy specialty of 0. Always allow the user to make Unspecified clones.
comboSpecialty.Items.Add(new ODBoxItem <Def>(Lan.g(this, "Unspecified"), new Def()
{
DefNum = 0
}));
foreach (Def specialty in listSpecialtyDefs)
{
comboSpecialty.Items.Add(new ODBoxItem <Def>(specialty.ItemName, specialty));
}
comboSpecialty.SelectedIndex = 0;
}
private void FillList()
{
listPats.Items.Clear();
for (int i = 0; i < FamCur.ListPats.Length; i++)
{
if (PatientLinks.WasPatientMerged(FamCur.ListPats[i].PatNum, _listMergeLinks))
{
continue; //Don't show merged patients
}
listPats.Items.Add(new ODBoxItem <Patient>(FamCur.ListPats[i].GetNameFL(), FamCur.ListPats[i]));
}
}
private void FillList()
{
listPats.Items.Clear();
for (int i = 0; i < FamCur.ListPats.Length; i++)
{
if (PatientLinks.WasPatientMerged(FamCur.ListPats[i].PatNum, _listMergeLinks))
{
continue; //Don't show merged patients
}
listPats.Items.Add(new ODBoxItem <Patient>(FamCur.ListPats[i].GetNameFL() + " (" + Lan.g("enumPatientStatus",
FamCur.ListPats[i].PatStatus.GetDescription()) + ")", FamCur.ListPats[i]));
}
}
private void FormCloneAdd_Load(object sender, EventArgs e)
{
//Make sure that this patient is not already a clone of another patient. We don't allow clones of clones.
//PatientLink.PatNumFrom is the master and PatientLink.PatNumTo is the actual clone. We care if this patient has ever been a "PatNumTo".
if (PatientLinks.IsPatientAClone(_patientMaster.PatNum))
{
MsgBox.Show(this, "Cannot create a clone of a clone. Please select the original patient in order to create another clone.");
return;
}
textLName.Text = _patientMaster.LName;
textFName.Text = _patientMaster.FName;
textPreferred.Text = _patientMaster.Preferred;
textMiddleI.Text = _patientMaster.MiddleI;
textBirthDate.Text = (_patientMaster.Birthdate.Year < 1880) ? "" : _patientMaster.Birthdate.ToShortDateString();
textAge.Text = PatientLogic.DateToAgeString(_patientMaster.Birthdate, _patientMaster.DateTimeDeceased);
//We intentionally don't synch the patient's provider since the clone feature is so the clone can be assigned to a different provider for tracking production.
_provNumSelected = PrefC.GetLong(PrefName.PracticeDefaultProv);
_listProviders = Providers.GetDeepCopy(true);
comboPriProv.Items.Clear();
for (int i = 0; i < _listProviders.Count; i++)
{
comboPriProv.Items.Add(_listProviders[i].GetLongDesc());
if (_listProviders[i].ProvNum == _provNumSelected)
{
comboPriProv.SelectedIndex = i;
}
}
if (_provNumSelected == 0)
{
comboPriProv.SelectedIndex = 0;
_provNumSelected = _listProviders[0].ProvNum;
}
if (comboPriProv.SelectedIndex == -1)
{
comboPriProv.Text = Providers.GetLongDesc(_provNumSelected);
}
labelSpecialty.Visible = true;
comboSpecialty.Visible = true;
if (PrefC.HasClinicsEnabled)
{
labelClinic.Visible = true;
comboClinic.Visible = true;
FillClinicComboBoxes();
}
else //Without clinics enabled the specialty box is filled differently.
{
FillComboSpecialtyNoClinics();
}
}
///<summary>Deletes the PaySimple token if there is one. Returns false if deleting the token failed.</summary>
private bool DeletePaySimpleToken()
{
if (CreditCardCur.PaySimpleToken != "")
{
Cursor = Cursors.WaitCursor;
try {
if (CreditCardCur.CCSource == CreditCardSource.PaySimpleACH)
{
PaySimple.DeleteACHAccount(CreditCardCur);
}
else if (CreditCardCur.CCSource == CreditCardSource.PaySimple) //Credit card
{
PaySimple.DeleteCreditCard(CreditCardCur);
}
}
catch (PaySimpleException ex) {
MessageBox.Show(ex.Message);
if (ex.ErrorType == PaySimpleError.CustomerDoesNotExist && MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Delete the link to the customer id for this patient?"))
{
PatientLinks.DeletePatNumTos(ex.CustomerId, PatientLinkType.PaySimple);
}
return(false);
}
catch (Exception ex) {
if (MessageBox.Show(Lans.g(this, "Error when deleting from PaySimple:") + "\r\n" + ex.Message + "\r\n\r\n"
+ Lans.g(this, "Do you still want to delete the card from ") + PrefC.GetString(PrefName.SoftwareName) + "?",
"", MessageBoxButtons.YesNo) == DialogResult.No)
{
return(false);
}
}
finally {
Cursor = Cursors.Default;
}
}
return(true);
}
private void FillFamily()
{
PatNumSelected = _patCur.PatNum; //just in case user has selected a different family member
_listRecalls = Recalls.GetList(_famCur.ListPats.ToList());
//Appointment[] aptsOnePat;
List <PatientLink> listLinks = PatientLinks.GetLinks(_famCur.ListPats.Select(x => x.PatNum).ToList(), PatientLinkType.Merge);
listViewFamily.Items.Clear();
ListViewItem item;
DateTime dateDue;
DateTime dateSched;
for (int i = 0; i < _famCur.ListPats.Length; i++)
{
if (PatientLinks.WasPatientMerged(_famCur.ListPats[i].PatNum, listLinks))
{
continue; //Do not include Merged patients in the displayed list.
}
item = new ListViewItem(_famCur.GetNameInFamFLI(i));
item.Tag = _famCur.ListPats[i];
if (_famCur.ListPats[i].PatNum == _patCur.PatNum)
{
item.BackColor = Color.Silver;
}
item.SubItems.Add(_famCur.ListPats[i].Age.ToString());
item.SubItems.Add(_famCur.ListPats[i].Gender.ToString());
dateDue = DateTime.MinValue;
dateSched = DateTime.MinValue;
bool isdisabled = false;
for (int j = 0; j < _listRecalls.Count; j++)
{
if (_listRecalls[j].PatNum == _famCur.ListPats[i].PatNum &&
(_listRecalls[j].RecallTypeNum == RecallTypes.PerioType ||
_listRecalls[j].RecallTypeNum == RecallTypes.ProphyType))
{
dateDue = _listRecalls[j].DateDue;
dateSched = _listRecalls[j].DateScheduled;
isdisabled = _listRecalls[j].IsDisabled;
}
}
if (isdisabled)
{
item.SubItems.Add(Lan.g(this, "disabled"));
}
else if (dateDue.Year < 1880)
{
item.SubItems.Add("");
}
else
{
item.SubItems.Add(dateDue.ToShortDateString());
}
if (dateDue <= DateTime.Today)
{
item.ForeColor = Color.Red;
}
if (dateSched.Year < 1880)
{
item.SubItems.Add("");
}
else
{
item.SubItems.Add(dateSched.ToShortDateString());
}
listViewFamily.Items.Add(item);
}
checkDone.Checked = _patCur.PlannedIsDone;
textFinUrg.Text = _famCur.ListPats[0].FamFinUrgNote;
}
public static bool Trigger <T>(AutomationTrigger trigger, List <string> procCodes, long patNum, long aptNum = 0, T triggerObj = default(T))
{
if (patNum == 0) //Could happen for OpenPatient trigger
{
return(false);
}
List <Automation> listAutomations = Automations.GetDeepCopy();
bool automationHappened = false;
for (int i = 0; i < listAutomations.Count; i++)
{
if (listAutomations[i].Autotrigger != trigger)
{
continue;
}
if (trigger == AutomationTrigger.CompleteProcedure || trigger == AutomationTrigger.ScheduleProcedure)
{
if (procCodes == null || procCodes.Count == 0)
{
continue; //fail silently
}
string[] arrayCodes = listAutomations[i].ProcCodes.Split(',');
if (procCodes.All(x => !arrayCodes.Contains(x)))
{
continue;
}
}
//matching automation item has been found
//Get possible list of conditions that exist for this automation item
List <AutomationCondition> autoConditionsList = AutomationConditions.GetListByAutomationNum(listAutomations[i].AutomationNum);
if (autoConditionsList.Count > 0 && !CheckAutomationConditions(autoConditionsList, patNum, triggerObj))
{
continue;
}
SheetDef sheetDef;
Sheet sheet;
FormSheetFillEdit FormSF;
Appointment aptNew;
Appointment aptOld;
switch (listAutomations[i].AutoAction)
{
case AutomationAction.CreateCommlog:
if (Plugins.HookMethod(null, "AutomationL.Trigger_CreateCommlog_start", patNum, aptNum, listAutomations[i].CommType,
listAutomations[i].MessageContent, trigger))
{
automationHappened = true;
continue;
}
Commlog commlogCur = new Commlog();
commlogCur.PatNum = patNum;
commlogCur.CommDateTime = DateTime.Now;
commlogCur.CommType = listAutomations[i].CommType;
commlogCur.Note = listAutomations[i].MessageContent;
commlogCur.Mode_ = CommItemMode.None;
commlogCur.UserNum = Security.CurUser.UserNum;
commlogCur.IsNew = true;
FormCommItem commItemView = new FormCommItem(commlogCur);
commItemView.ShowDialog();
automationHappened = true;
continue;
case AutomationAction.PopUp:
MessageBox.Show(listAutomations[i].MessageContent);
automationHappened = true;
continue;
case AutomationAction.PopUpThenDisable10Min:
Plugins.HookAddCode(null, "AutomationL.Trigger_PopUpThenDisable10Min_begin", listAutomations[i], procCodes, patNum);
long automationNum = listAutomations[i].AutomationNum;
bool hasAutomationBlock = FormOpenDental.DicBlockedAutomations.ContainsKey(automationNum);
if (hasAutomationBlock && FormOpenDental.DicBlockedAutomations[automationNum].ContainsKey(patNum)) //Automation block exist for current patient.
{
continue;
}
if (hasAutomationBlock)
{
FormOpenDental.DicBlockedAutomations[automationNum].Add(patNum, DateTime.Now.AddMinutes(10)); //Disable for 10 minutes.
}
else //Add automationNum to higher level dictionary .
{
FormOpenDental.DicBlockedAutomations.Add(automationNum,
new Dictionary <long, DateTime>()
{
{ patNum, DateTime.Now.AddMinutes(10) } //Disable for 10 minutes.
});
}
MessageBox.Show(listAutomations[i].MessageContent);
automationHappened = true;
continue;
case AutomationAction.PrintPatientLetter:
case AutomationAction.ShowExamSheet:
case AutomationAction.ShowConsentForm:
sheetDef = SheetDefs.GetSheetDef(listAutomations[i].SheetDefNum);
sheet = SheetUtil.CreateSheet(sheetDef, patNum);
SheetParameter.SetParameter(sheet, "PatNum", patNum);
SheetFiller.FillFields(sheet);
SheetUtil.CalculateHeights(sheet);
FormSF = new FormSheetFillEdit(sheet);
FormSF.ShowDialog();
automationHappened = true;
continue;
case AutomationAction.PrintReferralLetter:
long referralNum = RefAttaches.GetReferralNum(patNum);
if (referralNum == 0)
{
MsgBox.Show("Automations", "This patient has no referral source entered.");
automationHappened = true;
continue;
}
sheetDef = SheetDefs.GetSheetDef(listAutomations[i].SheetDefNum);
sheet = SheetUtil.CreateSheet(sheetDef, patNum);
SheetParameter.SetParameter(sheet, "PatNum", patNum);
SheetParameter.SetParameter(sheet, "ReferralNum", referralNum);
//Don't fill these params if the sheet doesn't use them.
if (sheetDef.SheetFieldDefs.Any(x =>
(x.FieldType == SheetFieldType.Grid && x.FieldName == "ReferralLetterProceduresCompleted") ||
(x.FieldType == SheetFieldType.Special && x.FieldName == "toothChart")))
{
List <Procedure> listProcs = Procedures.GetCompletedForDateRange(DateTime.Today, DateTime.Today
, listPatNums: new List <long>()
{
patNum
}
, includeNote: true
, includeGroupNote: true
);
if (sheetDef.SheetFieldDefs.Any(x => x.FieldType == SheetFieldType.Grid && x.FieldName == "ReferralLetterProceduresCompleted"))
{
SheetParameter.SetParameter(sheet, "CompletedProcs", listProcs);
}
if (sheetDef.SheetFieldDefs.Any(x => x.FieldType == SheetFieldType.Special && x.FieldName == "toothChart"))
{
SheetParameter.SetParameter(sheet, "toothChartImg", SheetPrinting.GetToothChartHelper(patNum, false, listProceduresFilteredOverride: listProcs));
}
}
SheetFiller.FillFields(sheet);
SheetUtil.CalculateHeights(sheet);
FormSF = new FormSheetFillEdit(sheet);
FormSF.ShowDialog();
automationHappened = true;
continue;
case AutomationAction.SetApptASAP:
aptNew = Appointments.GetOneApt(aptNum);
if (aptNew == null)
{
MsgBox.Show("Automations", "Invalid appointment for automation.");
automationHappened = true;
continue;
}
aptOld = aptNew.Copy();
aptNew.Priority = ApptPriority.ASAP;
Appointments.Update(aptNew, aptOld); //Appointments S-Class handles Signalods
continue;
case AutomationAction.SetApptType:
aptNew = Appointments.GetOneApt(aptNum);
if (aptNew == null)
{
MsgBox.Show("Automations", "Invalid appointment for automation.");
automationHappened = true;
continue;
}
aptOld = aptNew.Copy();
aptNew.AppointmentTypeNum = listAutomations[i].AppointmentTypeNum;
AppointmentType aptTypeCur = AppointmentTypes.GetFirstOrDefault(x => x.AppointmentTypeNum == aptNew.AppointmentTypeNum);
if (aptTypeCur != null)
{
aptNew.ColorOverride = aptTypeCur.AppointmentTypeColor;
aptNew.Pattern = AppointmentTypes.GetTimePatternForAppointmentType(aptTypeCur);
List <Procedure> listProcs = Appointments.ApptTypeMissingProcHelper(aptNew, aptTypeCur, new List <Procedure>());
Procedures.UpdateAptNums(listProcs.Select(x => x.ProcNum).ToList(), aptNew.AptNum, aptNew.AptStatus == ApptStatus.Planned);
}
Appointments.Update(aptNew, aptOld); //Appointments S-Class handles Signalods
continue;
case AutomationAction.PatRestrictApptSchedTrue:
if (!Security.IsAuthorized(Permissions.PatientApptRestrict, true))
{
SecurityLogs.MakeLogEntry(Permissions.PatientApptRestrict, patNum, "Attempt to restrict patient scheduling was blocked due to lack of user permission.");
continue;
}
PatRestrictions.Upsert(patNum, PatRestrict.ApptSchedule);
automationHappened = true;
continue;
case AutomationAction.PatRestrictApptSchedFalse:
if (!Security.IsAuthorized(Permissions.PatientApptRestrict, true))
{
SecurityLogs.MakeLogEntry(Permissions.PatientApptRestrict, patNum, "Attempt to allow patient scheduling was blocked due to lack of user permission.");
continue;
}
PatRestrictions.RemovePatRestriction(patNum, PatRestrict.ApptSchedule);
automationHappened = true;
continue;
case AutomationAction.PrintRxInstruction:
List <RxPat> listRx = (List <RxPat>)(object) triggerObj;
if (listRx == null)
{
//Got here via a pre-existing trigger that doesn't pass in triggerObj. We now block creation of automation triggers that could get
//here via code that does not pass in triggerObj.
continue;
}
//We go through each new Rx where the patient note isn't blank.
//There should only usually be one new rx, but we'll loop just in case.
foreach (RxPat rx in listRx.Where(x => !string.IsNullOrWhiteSpace(x.PatientInstruction)))
{
//This logic is an exact copy of FormRxManage.butPrintSelect_Click()'s logic when 1 Rx is selected.
//If this is updated, that method needs to be updated as well.
sheetDef = SheetDefs.GetSheetDef(listAutomations[i].SheetDefNum);
sheet = SheetUtil.CreateSheet(sheetDef, patNum);
SheetParameter.SetParameter(sheet, "RxNum", rx.RxNum);
SheetFiller.FillFields(sheet);
SheetUtil.CalculateHeights(sheet);
FormSF = new FormSheetFillEdit(sheet);
FormSF.ShowDialog();
automationHappened = true;
}
continue;
case AutomationAction.ChangePatStatus:
Patient pat = Patients.GetPat(patNum);
Patient patOld = pat.Copy();
pat.PatStatus = listAutomations[i].PatStatus;
//Don't allow changing status from Archived if this is a merged patient.
if (patOld.PatStatus != pat.PatStatus &&
patOld.PatStatus == PatientStatus.Archived &&
PatientLinks.WasPatientMerged(patOld.PatNum))
{
MsgBox.Show("FormPatientEdit", "Not allowed to change the status of a merged patient.");
continue;
}
switch (pat.PatStatus)
{
case PatientStatus.Deceased:
if (patOld.PatStatus != PatientStatus.Deceased)
{
List <Appointment> listFutureAppts = Appointments.GetFutureSchedApts(pat.PatNum);
if (listFutureAppts.Count > 0)
{
string apptDates = string.Join("\r\n", listFutureAppts.Take(10).Select(x => x.AptDateTime.ToString()));
if (listFutureAppts.Count > 10)
{
apptDates += "(...)";
}
if (MessageBox.Show(
Lan.g("FormPatientEdit", "This patient has scheduled appointments in the future") + ":\r\n" + apptDates + "\r\n"
+ Lan.g("FormPatientEdit", "Would you like to delete them and set the patient to Deceased?"),
Lan.g("FormPatientEdit", "Delete future appointments?"),
MessageBoxButtons.YesNo) == DialogResult.Yes)
{
foreach (Appointment appt in listFutureAppts)
{
Appointments.Delete(appt.AptNum, true);
}
}
else
{
continue;
}
}
}
break;
}
//Re-activate or disable recalls depending on the the status that the patient is changing to.
Patients.UpdateRecalls(pat, patOld, "ChangePatStatus automation");
if (Patients.Update(pat, patOld))
{
SecurityLogs.MakeLogEntry(Permissions.PatientEdit, patNum, "Patient status changed from " + patOld.PatStatus.GetDescription() +
" to " + listAutomations[i].PatStatus.GetDescription() + " through ChangePatStatus automation.");
}
automationHappened = true;
continue;
}
}
return(automationHappened);
}
///<summary>Processes a PaySimple ACH payment via the PaySimple API.</summary>
private PaySimple.ApiResponse ProcessPaymentACH()
{
PaySimple.ApiResponse retVal = null;
string accountNumber = textCheckSaveNumber.Text;
//if the user has chosen to store CC tokens and the stored CC has a token and the token is not expired,
//then use it instead of the CC number and CC expiration.
if (!checkOneTimePaymentACH.Checked &&
_creditCardCur != null && //if the user selected a saved CC
!string.IsNullOrWhiteSpace(_creditCardCur.PaySimpleToken) && //there is a stored token for this card
_creditCardCur.CCSource == CreditCardSource.PaySimpleACH)
{
accountNumber = _creditCardCur.PaySimpleToken;
}
else if (PIn.Bool(ProgramProperties.GetPropVal(_progCur.ProgramNum, PaySimple.PropertyDescs.PaySimplePreventSavingNewCC, _clinicNum)))
{
MsgBox.Show(this, "Cannot add a new ACH payment.");
return(null);
}
try {
if (_isAddingCard)
{
retVal = PaySimple.AddACHAccount(_patCur, textRoutingNumber.Text, textCheckSaveNumber.Text, textBankName.Text, radioCheckings.Checked, _clinicNum);
}
else
{
retVal = PaySimple.MakePaymentACH(_patCur, _creditCardCur, PIn.Decimal(textAmountACH.Text), textRoutingNumber.Text, textCheckSaveNumber.Text,
textBankName.Text, radioCheckings.Checked, checkOneTimePaymentACH.Checked, _clinicNum);
try {
string result = WebServiceMainHQProxy.GetWebServiceMainHQInstance()
.InsertPaySimpleACHId(PayloadHelper.CreatePayload(
PayloadHelper.CreatePayloadContent(retVal.RefNumber.ToString(), "PaymentId"), eServiceCode.PaySimple));
PayloadHelper.CheckForError(result);
}
catch (Exception ex) {
FriendlyException.Show("Unable to register for ACH Settled event", ex);
}
}
}
catch (PaySimpleException ex) {
MessageBox.Show(ex.Message);
if (ex.ErrorType == PaySimpleError.CustomerDoesNotExist && MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Delete the link to the customer id for this patient?"))
{
PatientLinks.DeletePatNumTos(ex.CustomerId, PatientLinkType.PaySimple);
}
return(null);
}
catch (ODException ex) {
MessageBox.Show(ex.Message); //This should have already been Lans.g if applicable.
return(null);
}
catch (Exception ex) {
FriendlyException.Show(Lan.g(this, "Error:") + " " + ex.Message, ex);
return(null);
}
if (!_isAddingCard)
{
retVal.BuildReceiptString(accountNumber, -1, -1, _patCur?.GetNameFL(), _clinicNum, wasSwiped: false, isACH: true);
PrintReceipt(retVal.TransactionReceipt);
}
if (checkOneTimePaymentACH.Checked) //not storing the account token
{
return(retVal);
}
UpsertCreditCard(retVal, textCheckSaveNumber.Text.Right(4).PadLeft(textCheckSaveNumber.Text.Length, '*'), CreditCardSource.PaySimpleACH,
DateTime.MinValue);
return(retVal);
}
///<summary>Processes a PaySimple payment via the PaySimple API.</summary>
private PaySimple.ApiResponse ProcessPayment(int expYear, int expMonth)
{
PaySimple.ApiResponse retVal = null;
string refNumber = "";
if (_trantype == PaySimple.TransType.VOID || _trantype == PaySimple.TransType.RETURN)
{
refNumber = textRefNumber.Text;
}
string magData = null;
if (_parser != null)
{
magData = _parser.Track2;
}
string cardNumber = textCardNumber.Text;
//if using a stored CC and there is an X-Charge token saved for the CC and the user enters the whole card number to get a PaySimple token
//and the number entered doesn't have the same last 4 digits and exp date, then assume it's not the same card and clear out the X-Charge token.
if (_creditCardCur != null && //using a saved CC
!string.IsNullOrEmpty(_creditCardCur.XChargeToken) && //there is an X-Charge token saved
(cardNumber.Right(4) != _creditCardCur.CCNumberMasked.Right(4) || //the card number entered doesn't have the same last 4 digits
expYear != _creditCardCur.CCExpiration.Year || //the card exp date entered doesn't have the same year
expMonth != _creditCardCur.CCExpiration.Month)) //the card exp date entered doesn't have the same month
{
if (MsgBox.Show(this, MsgBoxButtons.YesNo, "The card number or expiration date entered does not match the X-Charge card on file. Do you wish "
+ "to replace the X-Charge card with this one?"))
{
_creditCardCur.XChargeToken = "";
}
else
{
Cursor = Cursors.Default;
return(null);
}
}
//if the user has chosen to store CC tokens and the stored CC has a token and the token is not expired,
//then use it instead of the CC number and CC expiration.
if (!checkOneTimePayment.Checked &&
_creditCardCur != null && //if the user selected a saved CC
!string.IsNullOrWhiteSpace(_creditCardCur.PaySimpleToken)) //there is a stored token for this card
{
cardNumber = _creditCardCur.PaySimpleToken;
expYear = _creditCardCur.CCExpiration.Year;
expMonth = _creditCardCur.CCExpiration.Month;
}
else if (PIn.Bool(ProgramProperties.GetPropVal(_progCur.ProgramNum, PaySimple.PropertyDescs.PaySimplePreventSavingNewCC, _clinicNum)))
{
MsgBox.Show(this, "Cannot add a new credit card.");
return(null);
}
try {
switch (_trantype)
{
case PaySimple.TransType.SALE:
//If _patCur is null or the PatNum is 0, we will make a one time payment for an UNKNOWN patient.
//This is currently only intended for prepaid insurance cards.
retVal = PaySimple.MakePayment((_patCur == null ? 0 : _patCur.PatNum), _creditCardCur, PIn.Decimal(textAmount.Text), textCardNumber.Text
, new DateTime(expYear, expMonth, 1), checkOneTimePayment.Checked, textZipCode.Text, textSecurityCode.Text, _clinicNum, _carrierName);
break;
case PaySimple.TransType.AUTH:
//Will retreive a new customer id from PaySimple if the patient doesn't exist already.
long paySimpleCustomerId = PaySimple.GetCustomerIdForPat(_patCur.PatNum, _patCur.FName, _patCur.LName, _clinicNum);
//I have no idea if an insurance can make an auth payment but incase they can I check for it.
if (paySimpleCustomerId == 0) //Insurance payment, make a new customer id every time per Nathan on 04/26/2018
{
if ((_patCur == null || _patCur.PatNum == 0))
{
paySimpleCustomerId = PaySimple.AddCustomer("UNKNOWN", "UNKNOWN", "", _clinicNum);
}
else
{
throw new ODException(Lan.g(this, "Invalid PaySimple Customer Id found."));
}
}
try {
retVal = PaySimple.AddCreditCard(paySimpleCustomerId, textCardNumber.Text, new DateTime(expYear, expMonth, 1), textZipCode.Text, _clinicNum);
}
catch (PaySimpleException ex) {
PaySimple.HandlePaySimpleException(ex, paySimpleCustomerId);
}
break;
case PaySimple.TransType.RETURN:
if (string.IsNullOrWhiteSpace(textRefNumber.Text))
{
throw new ODException(Lan.g(this, "Invalid PaySimple Payment ID."));
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "You are about to return a payment. This action is irreversible. Continue?"))
{
throw new ODException(Lan.g(this, "Payment return was cancelled by user."));
}
retVal = PaySimple.ReversePayment(textRefNumber.Text, _clinicNum);
break;
case PaySimple.TransType.VOID:
if (string.IsNullOrWhiteSpace(textRefNumber.Text))
{
throw new ODException(Lan.g(this, "Invalid PaySimple Payment ID."));
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "You are about to void a payment. This action is irreversible. Continue?"))
{
throw new ODException(Lan.g(this, "Payment void was cancelled by user."));
}
retVal = PaySimple.VoidPayment(textRefNumber.Text, _clinicNum);
break;
default:
throw new Exception("Invalid transmission type: " + _trantype.ToString());
}
}
catch (PaySimpleException ex) {
MessageBox.Show(ex.Message);
if (ex.ErrorType == PaySimpleError.CustomerDoesNotExist && MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Delete the link to the customer id for this patient?"))
{
PatientLinks.DeletePatNumTos(ex.CustomerId, PatientLinkType.PaySimple);
}
return(null);
}
catch (ODException wex) {
MessageBox.Show(wex.Message); //This should have already been Lans.g if applicable.
return(null);
}
catch (Exception ex) {
MessageBox.Show(Lan.g(this, "Error:") + " " + ex.Message);
return(null);
}
if (_trantype.In(PaySimple.TransType.SALE, PaySimple.TransType.RETURN, PaySimple.TransType.VOID)) //Only print a receipt if transaction is an approved SALE, RETURN, or VOID
//The isSwiped boolean could be incorrectly set if the user swipes a card and then changes the data that was entered to a different card.
{
retVal.BuildReceiptString(cardNumber, expMonth, expYear, textNameOnCard.Text, _clinicNum, _parser != null);
PrintReceipt(retVal.TransactionReceipt);
}
if (checkOneTimePayment.Checked) //not storing the card token
{
return(retVal);
}
UpsertCreditCard(retVal, textCardNumber.Text.Right(4).PadLeft(textCardNumber.Text.Length, 'X'), CreditCardSource.PaySimple,
new DateTime(expYear, expMonth, DateTime.DaysInMonth(expYear, expMonth)));
return(retVal);
}
private void FormSubscriberSelect_Load(object sender, System.EventArgs e)
{
_listMergeLinks = PatientLinks.GetLinks(FamCur.ListPats.Select(x => x.PatNum).ToList(), PatientLinkType.Merge);
FillList();
}
