///<summary>(HQ Only) When we create, modify, or delete a non-sales tax adjustment that is attached to a procedure, we may also need to update
///sales tax for that procedure. Takes a non-sales tax adjustment and checks if the procedure already has a sales tax adjustment. If one already
///exists, calculate the new tax after the change to the passed in adjustment, and update the sales tax accordingly. If not, calculate and
///create a sales tax adjustment only if the procedure is taxable.</summary>
public static void CreateOrUpdateSalesTaxIfNeeded(Adjustment modifiedAdj)
{
if (AvaTax.IsEnabled() && modifiedAdj.ProcNum > 0 && modifiedAdj.AdjType != AvaTax.SalesTaxAdjType && modifiedAdj.AdjType != AvaTax.SalesTaxReturnAdjType)
{
Adjustment taxAdjForProc = GetSalesTaxForProc(modifiedAdj.ProcNum);
if (taxAdjForProc != null)
{
Procedure proc = Procedures.GetOneProc(modifiedAdj.ProcNum, false);
CreateOrUpdateSalesTaxIfNeeded(proc, taxAdjForProc);
}
}
}
///<summary>Sums all adjustments for a proc then returns that sum. Pass false to canIncludeTax in order to exclude sales tax from the end amount.
///</summary>
public static double GetTotForProc(long procNum, bool canIncludeTax = true)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetDouble(MethodBase.GetCurrentMethod(), procNum, canIncludeTax));
}
string command = "SELECT SUM(AdjAmt) FROM adjustment"
+ " WHERE ProcNum=" + POut.Long(procNum);
if (AvaTax.IsEnabled() && !canIncludeTax)
{
command += " AND AdjType NOT IN (" + string.Join(",", POut.Long(AvaTax.SalesTaxAdjType), POut.Long(AvaTax.SalesTaxReturnAdjType)) + ")";
}
return(PIn.Double(Db.GetScalar(command)));
}
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></summary>
public static double GetTotTaxForProc(Procedure proc)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetDouble(MethodBase.GetCurrentMethod(), proc));
}
if (!AvaTax.DoSendProcToAvalara(proc))
{
return(0);
}
string command = "SELECT SUM(AdjAmt) FROM adjustment"
+ " WHERE ProcNum=" + POut.Long(proc.ProcNum)
+ " AND AdjType IN (" + string.Join(",", POut.Long(AvaTax.SalesTaxAdjType), POut.Long(AvaTax.SalesTaxReturnAdjType)) + ")";
return(PIn.Double(Db.GetScalar(command)));
}
public static void CreateSalesTaxRefundIfNeeded(Procedure procedure, Adjustment adjustmentExistingLocked)
{
Adjustment adjustmentSalesTaxReturn = new Adjustment();
adjustmentSalesTaxReturn.DateEntry = DateTime.Today;
adjustmentSalesTaxReturn.AdjDate = DateTime.Today;
adjustmentSalesTaxReturn.ProcDate = procedure.ProcDate;
adjustmentSalesTaxReturn.ProvNum = procedure.ProvNum;
adjustmentSalesTaxReturn.PatNum = procedure.PatNum;
adjustmentSalesTaxReturn.AdjType = AvaTax.SalesTaxReturnAdjType;
adjustmentSalesTaxReturn.ClinicNum = procedure.ClinicNum;
adjustmentSalesTaxReturn.ProcNum = procedure.ProcNum;
if (AvaTax.DoCreateReturnAdjustment(procedure, adjustmentExistingLocked, adjustmentSalesTaxReturn))
{
Insert(adjustmentSalesTaxReturn);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adjustmentSalesTaxReturn);
}
}
///<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);
}