public static PaymentEdit.IncomeTransferData IncomeTransfer(long patNum, Family fam, Payment payCur, List <PayPlanCharge> listPayPlanCredits,
bool doIncludeHidden = false)
{
#region generate charges and credits for account
//go through the logic that constructs the charges for the income transfer manager
PaymentEdit.ConstructResults results = PaymentEdit.ConstructAndLinkChargeCredits(fam.ListPats.Select(x => x.PatNum).ToList(),
patNum, new List <PaySplit>(), payCur, new List <AccountEntry>(), true, false, doShowHiddenSplits: doIncludeHidden);
PaymentEdit.IncomeTransferData transfers = new PaymentEdit.IncomeTransferData();
List <AccountEntry> listPosCharges = results.ListAccountCharges.FindAll(x => x.AmountEnd > 0).OrderBy(x => x.Date).ToList();
List <AccountEntry> listNegCharges = results.ListAccountCharges.FindAll(x => x.AmountEnd < 0).OrderBy(x => x.Date).ToList();
List <long> listPatsWithPosCharges = listPosCharges.Select(y => y.PatNum).Distinct().ToList();
List <AccountEntry> listAccountEntries = results.ListAccountCharges.FindAll(x => x.PatNum.In(listPatsWithPosCharges));
#endregion
//begin transfer loops
#region transfer within payplans first
PaymentEdit.IncomeTransferData payPlanResults = PaymentEdit.CreatePayplanLoop(listPosCharges, listNegCharges, listAccountEntries
, payCur.PayNum, listPayPlanCredits, DateTimeOD.Today);
transfers.MergeIncomeTransferData(payPlanResults);
#endregion
#region regular transfers
PaymentEdit.IncomeTransferData txfrResults = PaymentEdit.CreateTransferLoop(listPosCharges, listNegCharges, listAccountEntries
, payCur.PayNum, listPayPlanCredits, DateTimeOD.Today);
transfers.MergeIncomeTransferData(txfrResults);
#endregion
return(transfers);
}
///<summary>Creates micro-allocations intelligently based on most to least matching criteria of selected charges.</summary>
private string CreateTransfers(List <AccountEntry> listPosCharges, List <AccountEntry> listNegCharges, List <AccountEntry> listAccountEntries
, FamilyAccount famAccount, Payment payCur)
{
PaymentEdit.IncomeTransferData transferResults = new PaymentEdit.IncomeTransferData();
List <PayPlanCharge> listCredits = famAccount.Account.ListPayPlanCharges.FindAll(x => x.ChargeType == PayPlanChargeType.Credit);
string retVal = "";
transferResults = PaymentEdit.CreatePayplanLoop(listPosCharges, listNegCharges, listAccountEntries, payCur.PayNum, listCredits, datePicker.Value);
transferResults.MergeIncomeTransferData(PaymentEdit.CreateTransferLoop(listPosCharges, listNegCharges, listAccountEntries, payCur.PayNum
, listCredits, datePicker.Value, famAccount.Guarantor.PatNum));
famAccount.ListSplits.AddRange(transferResults.ListSplitsCur);
famAccount.ListSplitsAssociated.AddRange(transferResults.ListSplitsAssociated);
retVal += transferResults.SummaryText;
return(retVal);
}
