private void butOK_Click(object sender, EventArgs e)
{
if (!Security.IsAuthorized(Permissions.PaymentCreate))
{
return;
}
double splitTotal = _listSplitsCur.Select(x => x.SplitAmt).Sum();
if (!splitTotal.IsZero()) //income transfer
{
MsgBox.Show(this, "Income transfers must have a split total of 0.");
return;
}
_listSplitsCur.RemoveAll(x => x.SplitAmt.IsZero()); //We don't want any zero splits. They were there just for display purposes.
if (_listSplitsCur.Count == 0)
{
Payments.Delete(_paymentCur);
}
else
{
foreach (PaySplit split in _listSplitsCur)
{
PaySplits.Insert(split);
}
foreach (PaySplits.PaySplitAssociated split in _listSplitsAssociated)
{
//Update the FSplitNum after inserts are made.
if (split.PaySplitLinked != null && split.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(split.PaySplitOrig.SplitNum, split.PaySplitLinked.SplitNum);
}
}
if (_listSplitsCur.Count > 0) //only make log when a payment with splits was made.
{
string logText = Payments.GetSecuritylogEntryText(_paymentCur, _paymentCur, isNew: true) + ", " + Lans.g(this, "from Income Transfer Manager.");
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, _paymentCur.PatNum, logText);
}
string strErrorMsg = Ledgers.ComputeAgingForPaysplitsAllocatedToDiffPats(_patCur.PatNum, _listSplitsCur);
if (!string.IsNullOrEmpty(strErrorMsg))
{
MessageBox.Show(strErrorMsg);
}
}
DialogResult = DialogResult.OK;
}
///<summary></summary>
private void TransferUnallocatedToUnearned()
{
List <PaySplit> listSplitsForPats = PaySplits.GetForPats(_listFamilyPatNums);
if (listSplitsForPats.IsNullOrEmpty())
{
return;
}
//Pass in an invalid payNum of 0 which will get set correctly later if there are in fact splits to transfer.
PaymentEdit.IncomeTransferData unallocatedTransfers = PaymentEdit.TransferUnallocatedSplitToUnearned(listSplitsForPats, 0);
if (unallocatedTransfers.ListSplitsCur.Count == 0)
{
return;
}
if (!unallocatedTransfers.ListSplitsCur.Sum(x => x.SplitAmt).IsZero())
{
//Display the UnearnedType and the SplitAmt for each split in the list.
string splitInfo = string.Join("\r\n ", unallocatedTransfers.ListSplitsCur
.Select(x => $"SplitAmt: {x.SplitAmt}"));
//Show the sum of all splits first and then give a breakdown of each individual split.
string details = $"Sum of unallocatedTransfers.ListSplitsCur: {unallocatedTransfers.ListSplitsCur.Sum(x => x.SplitAmt)}\r\n"
+ $"Individual Split Info:\r\n {splitInfo}";
FriendlyException.Show("Error transferring unallocated paysplits. Please call support.", new ApplicationException(details), "Close");
//Close the window and do not let the user create transfers because something is wrong.
DialogResult = DialogResult.Cancel;
Close();
return;
}
//There are unallocated paysplits that need to be transferred to unearned.
_unallocatedPayNum = PaymentEdit.CreateAndInsertUnallocatedPayment(_patCur);
foreach (PaySplit split in unallocatedTransfers.ListSplitsCur)
{
split.PayNum = _unallocatedPayNum; //Set the PayNum because it was purposefully set to 0 above to save queries.
PaySplits.Insert(split);
}
foreach (PaySplits.PaySplitAssociated splitAssociated in unallocatedTransfers.ListSplitsAssociated)
{
if (splitAssociated.PaySplitLinked != null && splitAssociated.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(splitAssociated.PaySplitOrig.SplitNum, splitAssociated.PaySplitLinked.SplitNum);
}
}
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, _patCur.PatNum
, $"Unallocated splits automatically transferred to unearned for payment {_unallocatedPayNum}.");
}
///<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();
}
///<summary>Balances all selected accounts.</summary>
private void butTransfer_Click(object sender, EventArgs e)
{
//FormIncomeTransferManage requires PaymentCreate to run.
//This form requires SecurityAdmin and a password to open, and although rare,
// a SecuirtyAdmin doesn't have to have PaymentCreate permission
if (!Security.IsAuthorized(Permissions.PaymentCreate))
{
return;
}
//Make sure the user wants to run the tool.
if (!MsgBox.Show(this, MsgBoxButtons.YesNo, "This process can take a long time and cannot be reversed.\r\n\r\nContinue?"))
{
return;
}
Action actionCloseProgress = ODProgress.Show(ODEventType.Billing);
//Build list of families based off of selected rows.
_logger.WriteLine("This is the summary of all transactions that took place.This can be saved for later reference if one or more"
+ " transactions need to be undone outside of the tool.\r\n", LogLevel.Information);
//Do income transfers if applicable.
for (int i = _batchNum - 1; i < _listBatches.Count(); i++) //_batchNum is 1-based, so drop i by 1 to make sure the current batch is included
{
string logText = "";
if (checkAllocateCharges.Checked)
{
ODEvent.Fire(ODEventType.Billing, Lan.g(this, $"Creating income transfers for batch {_batchNum}/{_listBatches.Count()} please wait..."));
foreach (FamilyAccount famAccountCur in _dictCurrentFamilyBatch.Select(x => x.Value))
{
//Clear the list of splits in case any are hanging around from a previous run.
famAccountCur.ListSplits.Clear();
famAccountCur.ListSplitsAssociated.Clear();
//Make lists of positive and negative charges.
List <AccountEntry> listPosCharges = famAccountCur.Account.ListAccountCharges.Where(x => x.AmountEnd > 0).ToList();
List <AccountEntry> listNegCharges = famAccountCur.Account.ListAccountCharges.Where(x => x.AmountEnd < 0).ToList();
List <long> listPatNumsForCharges = listPosCharges.Select(x => x.PatNum).Distinct().ToList();
List <AccountEntry> listEntriesForPats = famAccountCur.Account.ListAccountCharges.FindAll(x => x.PatNum.In(listPatNumsForCharges));
//This catch will save us some time if they run the tool on the same family twice.
if (listPosCharges.Count() == 0 || listNegCharges.Count() == 0)
{
continue; //No need to add to logText, CreateTransfers wouldn't return anything either.
}
Payment payCur = CreatePaymentTransferHelper(famAccountCur.Guarantor);
logText += CreateTransfers(listPosCharges, listNegCharges, listEntriesForPats, famAccountCur, payCur);
logText += CreditsToUnallocated(listNegCharges, famAccountCur, payCur);
//Remove any $0 splits created from CreateTransfers.
famAccountCur.ListSplits.RemoveAll(x => x.SplitAmt == 0);
foreach (PaySplit split in famAccountCur.ListSplits)
{
PaySplits.Insert(split);
}
//Go through family accounts and update FSplitNums.
foreach (PaySplits.PaySplitAssociated split in famAccountCur.ListSplitsAssociated)
{
//Update the FSplitNum after inserts are made.
if (split.PaySplitLinked != null && split.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(split.PaySplitOrig.SplitNum, split.PaySplitLinked.SplitNum);
}
}
}
}
//Transfer balances to guarantor if applicable.
if (checkGuarAllocate.Checked)
{
ODEvent.Fire(ODEventType.Billing, Lan.g(this, $"Transferring remaining balance to guarantor for batch {_batchNum}/{_listBatches.Count()} please wait..."));
logText += "Balances transferred to Guarantor:\r\n";
logText += TransferToGuarantor();
}
//load up the next batch
ODEvent.Fire(ODEventType.Billing, Lan.g(this, $"Loading next batch please wait..."));
FillNextBatch();
_logger.WriteLine(logText, LogLevel.Information);
}
actionCloseProgress();
}
