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);
}
public void PaymentEdit_AutoSplitForPayment_NoNegativeAutoSplits()
{
long provNumA = ProviderT.CreateProvider("provA");
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D0120", ProcStat.C, "", 70);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0150", ProcStat.C, "", 20);
//make an overpayment for one of the procedures so it spills over.
DateTime payDate = DateTime.Today;
Payment pay = PaymentT.MakePayment(pat.PatNum, 71, payDate, procNum: proc1.ProcNum); //pre-existing payment
//attempt to make another payment. Auto splits should not suggest a negative split.
Payment newPayment = PaymentT.MakePaymentNoSplits(pat.PatNum, 2, payDate, isNew: true,
payType: Defs.GetDefsForCategory(DefCat.PaymentTypes, true)[0].DefNum);//current payment we're trying to make
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, newPayment, new List <long>()
{
pat.PatNum
}, true, false);
PaymentEdit.ConstructChargesData chargeData = PaymentEdit.GetConstructChargesData(new List <long> {
pat.PatNum
}, pat.PatNum,
PaySplits.GetForPayment(pay.PayNum), pay.PayNum, false);
PaymentEdit.ConstructResults constructResults = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, chargeData.ListPaySplits, newPayment, new List <Procedure> ());
PaymentEdit.AutoSplit autoSplits = PaymentEdit.AutoSplitForPayment(constructResults);
Assert.AreEqual(0, autoSplits.ListAutoSplits.FindAll(x => x.SplitAmt < 0).Count); //assert no negative auto splits were made.
Assert.AreEqual(0, autoSplits.ListSplitsCur.FindAll(x => x.SplitAmt < 0).Count); //auto splits not catching everything
}
///<summary>Performs all of the Load functionality.</summary>
private void Init()
{
_listSplitsCur = new List <PaySplit>();
_listSplitsAssociated = new List <PaySplits.PaySplitAssociated>();
_dictPatients = Patients.GetAssociatedPatients(_patCur.PatNum).ToDictionary(x => x.PatNum, x => x);
_results = PaymentEdit.ConstructAndLinkChargeCredits(_famCur.ListPats.Select(x => x.PatNum).ToList(), _patCur.PatNum, new List <PaySplit>(),
_paymentCur, new List <AccountEntry>(), true, false);
FillGridSplits();
}
///<summary>Only change checked state if there are zero transfer splits.</summary>
private void checkIncludeHiddenSplits_Click(object sender, EventArgs e)
{
if (_listSplitsCur.Count > 0)
{
MsgBox.Show("You must delete all splits before including or excluding hidden payment splits.");
checkIncludeHiddenSplits.Checked = !checkIncludeHiddenSplits.Checked;
return;
}
_results = PaymentEdit.ConstructAndLinkChargeCredits(_famCur.ListPats.Select(x => x.PatNum).ToList(), _patCur.PatNum, new List <PaySplit>(),
_paymentCur, new List <AccountEntry>(), true, false, doShowHiddenSplits: checkIncludeHiddenSplits.Checked);
FillGridSplits();
}
public void PaymentEdit_AutoSplitForPayment_SplitForPaymentLessThanTotalofProcs()
{
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 40);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0120", ProcStat.C, "", 40);
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 50);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.ConstructResults chargeResult = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, loadData.ConstructChargesData.ListPaySplits, pay, new List <Procedure>());
PaymentEdit.AutoSplit autoSplit = PaymentEdit.AutoSplitForPayment(chargeResult);
Assert.AreEqual(2, autoSplit.ListAutoSplits.Count);
Assert.AreEqual(1, autoSplit.ListAutoSplits.Count(x => x.SplitAmt.IsEqual(40)));
Assert.AreEqual(1, autoSplit.ListAutoSplits.Count(x => x.SplitAmt.IsEqual(10)));
}
public void PaymentEdit_Init_PayPlanChargesWithUnattachedCredits()
{
//new payplan
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1120", ProcStat.C, "", 135, DateTime.Today.AddMonths(-4));
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 60, DateTime.Today.AddMonths(-4));
PayPlan payplan = PayPlanT.CreatePayPlanWithCredits(pat.PatNum, 30, DateTime.Today.AddMonths(-3), 0, totalAmt: 195);
//Go to make a payment for the charges due
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 60, DateTime.Today);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.ConstructResults constructResults = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, loadData.ConstructChargesData.ListPaySplits, pay, new List <Procedure> (), loadData: loadData);
Assert.AreEqual(6, constructResults.ListAccountCharges.Count); //2 procedures and 4 months of charges since unattached credits.
Assert.AreEqual(2, constructResults.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(Procedure)));
Assert.AreEqual(4, constructResults.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(PayPlanCharge)));
}
public void PaymentEdit_Init_PayPlanChargesWithAttachedCredits()
{
//new payplan
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1120", ProcStat.C, "", 135, DateTime.Today.AddMonths(-4));
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 60, DateTime.Today.AddMonths(-4));
PayPlan payplan = PayPlanT.CreatePayPlanWithCredits(pat.PatNum, 30, DateTime.Today.AddMonths(-3), 0, new List <Procedure>()
{
proc1, proc2
});
//Go to make a payment for the charges that are due
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 60, DateTime.Today);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.ConstructResults constructResults = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, loadData.ConstructChargesData.ListPaySplits, pay, new List <Procedure> (), loadData: loadData);
Assert.AreEqual(4, constructResults.ListAccountCharges.FindAll(x => x.AmountStart > 0).Count); //Procs shouldn't show - only the 4 pay plan charges
Assert.AreEqual(4, constructResults.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(PayPlanCharge)));
}
///<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();
}