///<summary>Gets the data necessary to load FormProcEdit.</summary>
public static LoadData GetLoadData(Procedure proc, Patient pat, Family fam)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <LoadData>(MethodBase.GetCurrentMethod(), proc, pat, fam));
}
LoadData data = new LoadData();
data.ListPatPlans = PatPlans.Refresh(pat.PatNum);
if (!PatPlans.IsPatPlanListValid(data.ListPatPlans)) //PatPlans had invalid references and need to be refreshed.
{
data.ListPatPlans = PatPlans.Refresh(pat.PatNum);
}
data.ListInsSubs = InsSubs.RefreshForFam(fam);
data.ListInsPlans = InsPlans.RefreshForSubList(data.ListInsSubs);
data.ListClaims = Claims.Refresh(pat.PatNum);
data.ListClaimProcsForProc = ClaimProcs.RefreshForProc(proc.ProcNum);
data.ListBenefits = Benefits.Refresh(data.ListPatPlans, data.ListInsSubs);
data.ListRefAttaches = RefAttaches.RefreshFiltered(proc.PatNum, false, proc.ProcNum);
data.ArrPaySplits = PaySplits.Refresh(proc.PatNum);
List <long> listPayNums = data.ArrPaySplits.Where(x => x.ProcNum == proc.ProcNum).Select(x => x.PayNum).ToList();
data.ListPaymentsForProc = Payments.GetPayments(listPayNums);
data.ArrAdjustments = Adjustments.Refresh(proc.PatNum);
data.OrthoProcedureLink = OrthoProcLinks.GetByProcNum(proc.ProcNum);
return(data);
}
///<summary>Returns true if the passed in adjustment needs to be subsequently saved to the database. Returns false otherwise.
///Takes in a procedure and a potential sales tax adjustment and gets the expected tax amount for the procedure. If there is not tax
///and the adjustment has not been inserted into the database, then we do not create an adjustment. Otherwise, we save the sax and insert the
///adjustment (even if there is an existing tax, and we are setting adjustment amount to 0). Finally all errors encountered are logged in the
///adjustment note and on the machine's local logs.</summary>
public static bool DidUpdateAdjustment(Procedure proc, Adjustment adj)
{
string message = "";
try {
//Get the new sum of all adjustments attached to the proc, excluding sales tax and including the new adjustment amount if applicable
double procTotal = proc.ProcFeeTotal + Adjustments.GetTotForProc(proc.ProcNum, canIncludeTax: false);
decimal taxAmt = GetEstimate(proc.CodeNum, proc.PatNum, procTotal, hasExceptions: true);
if (taxAmt == 0 && adj.AdjNum == 0) //We could be modifying an existing adjustment, in which case we would want to set the 0 value
{
return(false);
}
adj.AdjAmt = (double)taxAmt;
return(true);
}
catch (AvaTaxError at) {
_logger.WriteLine("Encountered an Avatax error: " + JsonConvert.SerializeObject(at.error.error), LogLevel.Error);
message = at.error.error.message;
}
catch (Exception ex) {
_logger.WriteLine("Unable to send or receive transaction: " + JsonConvert.SerializeObject(ex), LogLevel.Error);
message = ex.Message;
}
adj.AdjNote = AddNote(adj.AdjNote, "An error occurred processing the transaction: " + message + " See local logs for more details.");
adj.AdjAmt = 0;
return(true);
}
public static List <PayPlanProductionEntry> GetProductionForLinks(List <PayPlanLink> listCredits)
{
//No remoting role check; no call to db
List <long> listProcNums = listCredits.FindAll(x => x.LinkType == PayPlanLinkType.Procedure).Select(x => x.FKey).ToList();
List <long> listAdjNumsForCredits = listCredits.FindAll(x => x.LinkType == PayPlanLinkType.Adjustment).Select(x => x.FKey).ToList();
List <PayPlanProductionEntry> listPayPlanProductionEntries = new List <PayPlanProductionEntry>();
//ortho cases to be implemented later.
List <Procedure> listProcedures = Procedures.GetManyProc(listProcNums, false);
List <Adjustment> listCreditAdjustments = Adjustments.GetMany(listAdjNumsForCredits);
List <Adjustment> listProcAdjustments = Adjustments.GetForProcs(listProcNums);
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcNums); //used for calculating patient porition
foreach (PayPlanLink credit in listCredits)
{
if (credit.LinkType == PayPlanLinkType.Procedure)
{
Procedure proc = listProcedures.FirstOrDefault(x => x.ProcNum == credit.FKey);
if (proc != null)
{
listPayPlanProductionEntries.Add(new PayPlanProductionEntry(proc, credit, listClaimProcs, listProcAdjustments));
}
}
else if (credit.LinkType == PayPlanLinkType.Adjustment)
{
Adjustment adj = listCreditAdjustments.FirstOrDefault(x => x.AdjNum == credit.FKey);
if (adj != null)
{
listPayPlanProductionEntries.Add(new PayPlanProductionEntry(adj, credit));
}
}
}
return(listPayPlanProductionEntries);
}
///<summary>Gets the data necesary to load FormApptEdit.</summary>
public static LoadData GetLoadData(Appointment AptCur, bool IsNew)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <LoadData>(MethodBase.GetCurrentMethod(), AptCur, IsNew));
}
LoadData data = new LoadData();
data.ListProcsForAppt = Procedures.GetProcsForApptEdit(AptCur);
data.ListAppointments = Appointments.GetAppointmentsForProcs(data.ListProcsForAppt);
data.Family = Patients.GetFamily(AptCur.PatNum);
data.ListPatPlans = PatPlans.Refresh(AptCur.PatNum);
data.ListInsSubs = InsSubs.RefreshForFam(data.Family);
data.ListBenefits = Benefits.Refresh(data.ListPatPlans, data.ListInsSubs);
data.ListInsPlans = InsPlans.RefreshForSubList(data.ListInsSubs);
data.TableApptFields = Appointments.GetApptFields(AptCur.AptNum);
data.TableComms = Appointments.GetCommTable(AptCur.PatNum.ToString(), AptCur.AptNum);
data.Lab = (IsNew ? null : LabCases.GetForApt(AptCur));
data.PatientTable = Appointments.GetPatTable(AptCur.PatNum.ToString(), AptCur);
data.ListClaimProcs = ClaimProcs.RefreshForProcs(data.ListProcsForAppt.Select(x => x.ProcNum).ToList());
data.ListAdjustments = Adjustments.GetForProcs(data.ListProcsForAppt.Select(x => x.ProcNum).ToList());
if (!PrefC.GetBool(PrefName.EasyHideDentalSchools))
{
data.ListStudents = ReqStudents.GetForAppt(AptCur.AptNum);
}
return(data);
}
///<summary>Creates a new discount adjustment for the given procedure.</summary>
public static void CreateAdjustmentForDiscount(Procedure procedure)
{
//No need to check RemotingRole; no call to db.
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.DateEntry = DateTime.Today;
AdjustmentCur.AdjDate = DateTime.Today;
AdjustmentCur.ProcDate = procedure.ProcDate;
AdjustmentCur.ProvNum = procedure.ProvNum;
AdjustmentCur.PatNum = procedure.PatNum;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.TreatPlanDiscountAdjustmentType);
AdjustmentCur.ClinicNum = procedure.ClinicNum;
AdjustmentCur.AdjAmt = -procedure.Discount; //Discount must be negative here.
AdjustmentCur.ProcNum = procedure.ProcNum;
Adjustments.Insert(AdjustmentCur);
}
public static bool DoCreateReturnAdjustment(Procedure procedure, Adjustment lockedAdj, Adjustment returnAdj)
{
try {
double procTotal = procedure.ProcFeeTotal + Adjustments.GetTotForProc(procedure.ProcNum, canIncludeTax: false);
decimal taxEstNew = AvaTax.GetEstimate(procedure.CodeNum, procedure.PatNum, procTotal, hasExceptions: true);
returnAdj.AdjAmt = (Adjustments.GetTotTaxForProc(procedure) - (double)taxEstNew) * (-1);
if (returnAdj.AdjAmt == 0)
{
return(false); //no error and we would be refunding $0 to the customer, so no need to create a return adjustment
}
}
catch (Exception e) {
returnAdj.AdjNote = AvaTax.AddNote(returnAdj.AdjNote, "An error occurred processing the transaction: " + e.Message + " See local logs for more details.");
}
return(true);
}
///<summary>Creates and inserts a discount adjustment for the passed in procedure. Used by prepayment tool.</summary>
public static void CreateDiscountAdjustment(Procedure proc, double discountPercentage, long adjType)
{
Adjustment adj = new Adjustment {
DateEntry = DateTime.Today,
AdjDate = DateTime.Today,
ProcDate = proc.ProcDate,
ProvNum = proc.ProvNum,
ProcNum = proc.ProcNum,
ClinicNum = proc.ClinicNum,
PatNum = proc.PatNum,
AdjType = adjType,
AdjAmt = -(proc.ProcFee * discountPercentage) //Flip the sign to make it a negative adjustment.
};
Adjustments.Insert(adj);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adj);
}
///<summary>Creates a new discount adjustment for the given procedure using the discount plan fee.</summary>
public static void CreateAdjustmentForDiscountPlan(Procedure procedure)
{
//No need to check RemotingRole; no call to db.
DiscountPlan discountPlan = DiscountPlans.GetPlan(Patients.GetPat(procedure.PatNum).DiscountPlanNum);
if (discountPlan == null)
{
return; //No discount plan.
}
//Figure out how much the patient saved and make an adjustment for the difference so that the office find how much money they wrote off.
double discountAmt = Fees.GetAmount(procedure.CodeNum, discountPlan.FeeSchedNum, procedure.ClinicNum, procedure.ProvNum);
if (discountAmt == -1)
{
return; //No fee entered, don't make adjustment.
}
double adjAmt = procedure.ProcFee - discountAmt;
if (adjAmt <= 0)
{
return; //We do not need to create adjustments for 0 dollars.
}
Adjustment adjustmentCur = new Adjustment();
adjustmentCur.DateEntry = DateTime.Today;
adjustmentCur.AdjDate = DateTime.Today;
adjustmentCur.ProcDate = procedure.ProcDate;
adjustmentCur.ProvNum = procedure.ProvNum;
adjustmentCur.PatNum = procedure.PatNum;
adjustmentCur.AdjType = discountPlan.DefNum;
adjustmentCur.ClinicNum = procedure.ClinicNum;
adjustmentCur.AdjAmt = (-adjAmt);
adjustmentCur.ProcNum = procedure.ProcNum;
Adjustments.Insert(adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, procedure.PatNum, "Adjustment made for discount plan: " + adjustmentCur.AdjAmt.ToString("f"));
}
///<summary>Returns a list of overcharged payplans from the listPayPlanNums. Only necessary for Dynamic Payment Plans.
///Returns an empty list if none are overcharged.</summary>
public static List <PayPlan> GetOverchargedPayPlans(List <long> listPayPlanNums)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <List <PayPlan> >(MethodBase.GetCurrentMethod(), listPayPlanNums));
}
List <PayPlan> listDynamicPayPlansForPatient = new List <PayPlan>();
foreach (long payPlanNum in listPayPlanNums)
{
if (payPlanNum == 0)
{
continue; //do not include installment plans
}
PayPlan payPlanCur = PayPlans.GetOne(payPlanNum);
if (payPlanCur.IsDynamic) //Only add Dynamic PayPlans to the list since they are all we care about
{
listDynamicPayPlansForPatient.Add(payPlanCur);
}
}
#region Get Data
List <PayPlanLink> listPayPlanLinksAll = PayPlanLinks.GetForPayPlans(listPayPlanNums);
List <long> listProcedureLinkFKeys = listPayPlanLinksAll.Where(x => x.LinkType == PayPlanLinkType.Procedure).Select(x => x.FKey).ToList();
List <long> listAdjustmentLinkFKeys = listPayPlanLinksAll.Where(x => x.LinkType == PayPlanLinkType.Adjustment).Select(x => x.FKey).ToList();
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetForPayPlans(listPayPlanNums);
List <Procedure> listProcsAttachedToPayPlan = Procedures.GetManyProc(listProcedureLinkFKeys, false);
List <Adjustment> listAdjsAttachedToPayPlan = Adjustments.GetMany(listAdjustmentLinkFKeys);
List <ClaimProc> listClaimProcsForProcs = ClaimProcs.GetForProcs(listProcedureLinkFKeys);
List <Adjustment> listAdjForProcs = Adjustments.GetForProcs(listProcedureLinkFKeys);
#endregion Get Data
List <PayPlan> listPayPlansOvercharged = new List <PayPlan>();
foreach (PayPlan payPlanCur in listDynamicPayPlansForPatient)
{
List <PayPlanLink> listLinksForPayPlan = listPayPlanLinksAll.FindAll(x => x.PayPlanNum == payPlanCur.PayPlanNum);
//Get total amount that has been debited for the current pay plan thus far.
decimal amtDebitedTotal = listPayPlanCharges.FindAll(x => x.PayPlanNum == payPlanCur.PayPlanNum && x.ChargeType == PayPlanChargeType.Debit)
.Sum(x => (decimal)x.Principal);
#region Sum Linked Production
decimal totalPrincipalForPayPlan = 0;
foreach (PayPlanLink payPlanLink in listLinksForPayPlan)
{
PayPlanProductionEntry productionEntry = null;
if (payPlanLink.LinkType == PayPlanLinkType.Procedure)
{
Procedure proc = listProcsAttachedToPayPlan.FirstOrDefault(x => x.ProcNum == payPlanLink.FKey);
if (proc != null)
{
productionEntry = new PayPlanProductionEntry(proc, payPlanLink, listClaimProcsForProcs, listAdjForProcs);
}
}
else if (payPlanLink.LinkType == PayPlanLinkType.Adjustment)
{
Adjustment adj = listAdjsAttachedToPayPlan.FirstOrDefault(x => x.AdjNum == payPlanLink.FKey);
if (adj != null)
{
productionEntry = new PayPlanProductionEntry(adj, payPlanLink);
}
}
if (productionEntry != null)
{
if (productionEntry.AmountOverride == 0)
{
totalPrincipalForPayPlan += productionEntry.AmountOriginal;
}
else
{
totalPrincipalForPayPlan += productionEntry.AmountOverride;
}
}
}
#endregion Sum Linked Production
//If the total that has been debited thus far exceeds the total principal for the pay plan, it is overcharged.
if (amtDebitedTotal.IsGreaterThan(totalPrincipalForPayPlan))
{
listPayPlansOvercharged.Add(payPlanCur);
}
}
return(listPayPlansOvercharged);
}
private static List <TreatPlanPresenterEntry> GetListTreatPlanPresenterEntries(List <long> listClinicNums, bool isFirstPresenter, bool isPresenter
, DateTime dateStart, DateTime dateEnd)
{
//No need to check RemotingRole; private method.
List <Procedure> listProcsComplete = ReportsComplex.RunFuncOnReportServer(() => Procedures.GetCompletedForDateRangeLimited(dateStart, dateEnd, listClinicNums));
List <ProcTP> listProcTPs = ReportsComplex.RunFuncOnReportServer(() => ProcTPs.GetForProcs(listProcsComplete.Select(x => x.ProcNum).ToList()));
List <Procedure> listTreatPlanProcs = listProcsComplete.Where(x => listProcTPs.Select(y => y.ProcNumOrig).Contains(x.ProcNum)).ToList();
List <TreatPlan> listSavedTreatPlans = ReportsComplex.RunFuncOnReportServer(() => TreatPlans.GetFromProcTPs(listProcTPs)); // attached proctps to treatment plans.
List <ClaimProc> listClaimProcs = ReportsComplex.RunFuncOnReportServer(() => ClaimProcs.GetForProcsLimited(listTreatPlanProcs.Select(x => x.ProcNum).ToList(),
ClaimProcStatus.Received, ClaimProcStatus.Supplemental, ClaimProcStatus.CapComplete, ClaimProcStatus.NotReceived));
List <Adjustment> listAdjustments = ReportsComplex.RunFuncOnReportServer(() => Adjustments.GetForProcs(listTreatPlanProcs.Select(x => x.ProcNum).ToList()));
List <Userod> listUserods = ReportsComplex.RunFuncOnReportServer(() => Userods.GetAll());
List <TreatPlanPresenterEntry> listTreatPlanPresenterEntries = new List <TreatPlanPresenterEntry>();
List <ProcedureCode> listProcCodes = ProcedureCodes.GetCodesForCodeNums(listTreatPlanProcs.Select(x => x.CodeNum).ToList());
foreach (Procedure procCur in listTreatPlanProcs)
{
double grossProd = procCur.ProcFeeTotal;
double writeOffs = listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status == ClaimProcStatus.CapComplete)
.Sum(x => x.WriteOff);
grossProd -= writeOffs;
writeOffs = listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status == ClaimProcStatus.NotReceived ||
x.Status == ClaimProcStatus.Received ||
x.Status == ClaimProcStatus.Supplemental)
.Sum(x => x.WriteOff);
double adjustments = listAdjustments.Where(x => x.ProcNum == procCur.ProcNum).Sum(x => x.AdjAmt);
double netProd = grossProd - writeOffs + adjustments;
TreatPlan treatPlanCur;
if (isFirstPresenter)
{
treatPlanCur = listSavedTreatPlans.Where(x => x.ListProcTPs.Any(y => y.ProcNumOrig == procCur.ProcNum)).OrderBy(x => x.DateTP).First();
}
else //radioLastPresented
{
treatPlanCur = listSavedTreatPlans.Where(x => x.ListProcTPs.Any(y => y.ProcNumOrig == procCur.ProcNum)).OrderByDescending(x => x.DateTP).First();
}
Userod userPresenter;
if (isPresenter)
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.UserNumPresenter);
}
else //radioEntryUser
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.SecUserNumEntry);
}
ProcedureCode procCode = listProcCodes.First(x => x.CodeNum == procCur.CodeNum);
listTreatPlanPresenterEntries.Add(new TreatPlanPresenterEntry()
{
Presenter = userPresenter == null?"":userPresenter.UserName,
DatePresented = treatPlanCur.DateTP,
DateCompleted = procCur.ProcDate,
ProcDescript = procCode.Descript,
GrossProd = grossProd,
Adjustments = adjustments,
WriteOffs = writeOffs,
NetProd = netProd,
UserNumPresenter = userPresenter == null?0:userPresenter.UserNum,
PresentedClinic = procCur.ClinicNum
});
}
return(listTreatPlanPresenterEntries);
}
///<summary>If not using clinics then supply an empty list of clinicNums.</summary>
public static DataTable GetTreatPlanPresentationStatistics(DateTime dateStart, DateTime dateEnd, bool isFirstPresented, bool hasAllClinics
, bool hasClinicsEnabled, bool isPresenter, bool isGross, bool hasAllUsers, List <long> listUserNums, List <long> listClinicNums)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), dateStart, dateEnd, isFirstPresented, hasAllClinics, hasClinicsEnabled, isPresenter, isGross
, hasAllUsers, listUserNums, listClinicNums));
}
List <ProcTP> listProcTPsAll = ReportsComplex.RunFuncOnReportServer(() => ProcTPs.GetAllLim());
List <TreatPlan> listSavedTreatPlans = ReportsComplex.RunFuncOnReportServer(() => TreatPlans.GetAllSavedLim());
List <ProcTpTreatPlan> listProcTPTreatPlans = new List <ProcTpTreatPlan>();
listProcTPsAll.ForEach(x =>
{
listProcTPTreatPlans.Add(new ProcTpTreatPlan()
{
TreatPlanCur = listSavedTreatPlans.First(y => y.TreatPlanNum == x.TreatPlanNum),
ProcTPCur = x
});
});
//get one entry per procedure with their first/last date of presentation based on radio buttons.
if (isFirstPresented)
{
listProcTPTreatPlans = listProcTPTreatPlans
.OrderBy(x => x.ProcTPCur.ProcNumOrig)
.ThenBy(x => x.TreatPlanCur.DateTP)
.ThenBy(x => x.TreatPlanCur.TreatPlanNum)
.GroupBy(x => x.ProcTPCur.ProcNumOrig)
.Select(x => x.First())
.ToList();
}
else
{
listProcTPTreatPlans = listProcTPTreatPlans
.OrderBy(x => x.ProcTPCur.ProcNumOrig)
.ThenByDescending(x => x.TreatPlanCur.DateTP)
.ThenBy(x => x.TreatPlanCur.TreatPlanNum)
.GroupBy(x => x.ProcTPCur.ProcNumOrig)
.Select(x => x.First())
.ToList();
}
//get rid of any entries that are outside the range selected.
listProcTPTreatPlans = listProcTPTreatPlans.Where(x => x.TreatPlanCur.DateTP.Date >= dateStart &&
x.TreatPlanCur.DateTP.Date <= dateEnd).ToList();
//Get the associated procedures, claimprocs, adjustments, users, appointments.
List <Procedure> listProcsForTreatPlans = ReportsComplex.RunFuncOnReportServer(() =>
Procedures.GetForProcTPs(listProcTPTreatPlans.Select(x => x.ProcTPCur).ToList(), ProcStat.C, ProcStat.TP));
if (hasClinicsEnabled && !hasAllClinics)
{
listProcsForTreatPlans =
listProcsForTreatPlans.FindAll(x => listClinicNums.Contains(x.ClinicNum));
}
List <ClaimProc> listClaimProcs = ReportsComplex.RunFuncOnReportServer(() => ClaimProcs.GetForProcsLimited(listProcsForTreatPlans.Select(x => x.ProcNum).ToList(),
ClaimProcStatus.CapComplete, ClaimProcStatus.NotReceived, ClaimProcStatus.Received, ClaimProcStatus.Supplemental, ClaimProcStatus.Estimate));
List <Adjustment> listAdjustments = ReportsComplex.RunFuncOnReportServer(() => Adjustments.GetForProcs(listProcsForTreatPlans.Select(x => x.ProcNum).ToList()));
List <Userod> listUserods = ReportsComplex.RunFuncOnReportServer(() => Userods.GetAll());
List <TreatPlanPresenterEntry> listTreatPlanPresenterEntries = new List <TreatPlanPresenterEntry>();
List <ProcedureCode> listProcCodes = ReportsComplex.RunFuncOnReportServer(() => ProcedureCodes.GetCodesForCodeNums(listProcsForTreatPlans.Select(x => x.CodeNum).ToList()));
List <Appointment> listApts = ReportsComplex.RunFuncOnReportServer(() => Appointments.GetMultApts(listProcsForTreatPlans.Select(x => x.AptNum).ToList()));
double amt = listProcsForTreatPlans.Sum(x => x.ProcFee);
foreach (Procedure procCur in listProcsForTreatPlans)
{
double grossProd = procCur.ProcFeeTotal;
double writeOffs = listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status == ClaimProcStatus.CapComplete)
.Sum(x => x.WriteOff);
grossProd -= writeOffs;
if (procCur.ProcStatus == ProcStat.C)
{
writeOffs += listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status.In(ClaimProcStatus.NotReceived, ClaimProcStatus.Received, ClaimProcStatus.Supplemental))
.Sum(x => x.WriteOff);
}
else
{
foreach (ClaimProc claimProcCur in listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum).Where(x => x.Status == ClaimProcStatus.Estimate))
{
if (claimProcCur.WriteOffEstOverride == -1)
{
if (claimProcCur.WriteOffEst != -1)
{
writeOffs += claimProcCur.WriteOffEst;
}
}
else
{
writeOffs += claimProcCur.WriteOffEstOverride;
}
}
//writeOffs += listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
// .Where(x => x.Status == ClaimProcStatus.Estimate)
// .Sum(x => x.WriteOffEstOverride == -1 ? (x.WriteOffEst == -1 ? 0 : x.WriteOffEst) : x.WriteOffEstOverride); //Allen won't let me commit this nested ternary :(
}
double adjustments = listAdjustments.Where(x => x.ProcNum == procCur.ProcNum).Sum(x => x.AdjAmt);
double netProd = grossProd - writeOffs + adjustments;
TreatPlan treatPlanCur = listProcTPTreatPlans.Where(x => x.ProcTPCur.ProcNumOrig == procCur.ProcNum).First().TreatPlanCur;
Userod userPresenter;
if (isPresenter)
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.UserNumPresenter);
}
else //radioEntryUser
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.SecUserNumEntry);
}
ProcedureCode procCode = listProcCodes.First(x => x.CodeNum == procCur.CodeNum);
Appointment aptCur = listApts.FirstOrDefault(x => x.AptNum == procCur.AptNum);
listTreatPlanPresenterEntries.Add(new TreatPlanPresenterEntry()
{
Presenter = userPresenter == null ? "" : userPresenter.UserName,
DatePresented = treatPlanCur.DateTP,
DateCompleted = procCur.ProcDate,
ProcDescript = procCode.Descript,
GrossProd = grossProd,
Adjustments = adjustments,
WriteOffs = writeOffs,
NetProd = netProd,
UserNumPresenter = userPresenter == null?0:userPresenter.UserNum,
PresentedClinic = procCur.ClinicNum,
ProcStatus = procCur.ProcStatus,
TreatPlanNum = treatPlanCur.TreatPlanNum,
AptNum = procCur.AptNum,
AptStatus = aptCur == null?ApptStatus.None:aptCur.AptStatus
});
}
DataTable table = new DataTable();
table.Columns.Add("Presenter");
table.Columns.Add("# of Plans");
table.Columns.Add("# of Procs");
table.Columns.Add("# of ProcsSched");
table.Columns.Add("# of ProcsComp");
if (isGross)
{
table.Columns.Add("GrossTPAmt");
table.Columns.Add("GrossSchedAmt");
table.Columns.Add("GrossCompAmt");
}
else
{
table.Columns.Add("NetTpAmt");
table.Columns.Add("NetSchedAmt");
table.Columns.Add("NetCompAmt");
}
if (!hasAllUsers)
{
listTreatPlanPresenterEntries = listTreatPlanPresenterEntries.Where(x => listUserNums.Contains(x.UserNumPresenter)).ToList();
}
listTreatPlanPresenterEntries = listTreatPlanPresenterEntries.OrderBy(x => x.Presenter).ToList();
listTreatPlanPresenterEntries
.GroupBy(x => x.Presenter).ToList().ForEach(x =>
{
DataRow row = table.NewRow();
row["Presenter"] = x.First().Presenter == "" ? "None" : x.First().Presenter;
row["# of Plans"] = x.GroupBy(y => y.TreatPlanNum).Count();
row["# of Procs"] = x.Count();
row["# of ProcsSched"] = x.Count(y => y.ProcStatus == ProcStat.TP && y.AptNum != 0 && y.AptStatus == ApptStatus.Scheduled);
row["# of ProcsComp"] = x.Count(y => y.ProcStatus == ProcStat.C);
if (isGross)
{
row["GrossTpAmt"] = x.Sum(y => y.GrossProd);
row["GrossSchedAmt"] = x.Where(y => y.ProcStatus == ProcStat.TP && y.AptNum != 0 && y.AptStatus == ApptStatus.Scheduled).Sum(y => y.GrossProd);
row["GrossCompAmt"] = x.Where(y => y.ProcStatus == ProcStat.C).Sum(y => y.GrossProd);
}
else
{
row["NetTpAmt"] = x.Sum(y => y.NetProd);
row["NetSchedAmt"] = x.Where(y => y.ProcStatus == ProcStat.TP && y.AptNum != 0 && y.AptStatus == ApptStatus.Scheduled).Sum(y => y.NetProd);
row["NetCompAmt"] = x.Where(y => y.ProcStatus == ProcStat.C).Sum(y => y.NetProd);
}
table.Rows.Add(row);
});
//DataTable table=ReportsComplex.RunFuncOnReportServer(() => ReportsComplex.GetTable(query));
return(table);
}
///<summary>(HQ Only) Automatically creates or updates a sales tax adjustment for the passted in procedure. If an adjustment is passed in, we go
///ahead and update that adjustment, otherwise we check if there is already a sales tax adjustment for the given procedure and if not, we create
///a new one. Pass in false to doCalcTax if we have already called the AvaTax API to get the tax estimate recently to avoid redundant calls
///(currently only pre-payments uses this flag).
///isRepeatCharge indicates if the adjustment is being inserted by the repeat charge tool, currently only used to supress error messages
///in the Avatax API.</summary>
public static void CreateOrUpdateSalesTaxIfNeeded(Procedure procedure, Adjustment salesTaxAdj = null, bool doCalcTax = true, bool isRepeatCharge = false)
{
if (!AvaTax.DoSendProcToAvalara(procedure, isRepeatCharge)) //tests isHQ
{
return;
}
//Check for middle tier as crud is called below
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), procedure, salesTaxAdj, doCalcTax, isRepeatCharge);
return;
}
if (salesTaxAdj == null)
{
salesTaxAdj = Adjustments.GetSalesTaxForProc(procedure.ProcNum);
}
//If we didn't find any existing adjustments to modify, create an adjustment instead
if (salesTaxAdj == null)
{
salesTaxAdj = new Adjustment();
salesTaxAdj.DateEntry = DateTime.Today;
salesTaxAdj.AdjDate = procedure.ProcDate;
salesTaxAdj.ProcDate = procedure.ProcDate;
salesTaxAdj.ProvNum = procedure.ProvNum;
salesTaxAdj.PatNum = procedure.PatNum;
salesTaxAdj.AdjType = AvaTax.SalesTaxAdjType;
salesTaxAdj.ClinicNum = procedure.ClinicNum;
salesTaxAdj.ProcNum = procedure.ProcNum;
}
//if the sales tax adjustment is locked, create a sales tax refund adjustment instead
if (procedure.ProcDate <= AvaTax.TaxLockDate)
{
CreateSalesTaxRefundIfNeeded(procedure, salesTaxAdj);
return;
}
if (!doCalcTax) //Should only ever happen for pre-payments, where we've already called the api to get the tax amount
{
salesTaxAdj.AdjAmt = procedure.TaxAmt;
Insert(salesTaxAdj);
}
else if (AvaTax.DidUpdateAdjustment(procedure, salesTaxAdj))
{
string note = DateTime.Now.ToShortDateString() + " " + DateTime.Now.ToShortTimeString() + ": Tax amount changed from $" + procedure.TaxAmt.ToString("f2") + " to $" + salesTaxAdj.AdjAmt.ToString("f2");
if (!(procedure.TaxAmt - salesTaxAdj.AdjAmt).IsZero())
{
procedure.TaxAmt = salesTaxAdj.AdjAmt;
Crud.ProcedureCrud.Update(procedure);
}
if (salesTaxAdj.AdjNum == 0)
{
//The only way to get salesTaxAdj.AdjAmt=0 when AvaTax.DidUpdateAdjustment() returns true is if there was an error.
if (isRepeatCharge && salesTaxAdj.AdjAmt == 0) //this is an error; we would normally not save a new adjustment with amt $0
{
throw new ODException("Encountered an error communicating with AvaTax. Skip for repeating charges only. " + salesTaxAdj.AdjNote);
}
Insert(salesTaxAdj); //This could be an error or a new adjustment/repeating charge, either way we want to insert
}
else //updating an existing adjustment. We don't need to check isRepeatCharge because of
{
if (!string.IsNullOrWhiteSpace(salesTaxAdj.AdjNote))
{
salesTaxAdj.AdjNote += Environment.NewLine;
}
salesTaxAdj.AdjNote += note; //If we are updating this adjustment, leave a note indicating what changed
Update(salesTaxAdj);
}
}
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(salesTaxAdj);
}
