///<summary>Gets the current balance of the passed in payment plan num.
///Performs the same calculation as the "balance" column in the payment plans grid in ContrAccount.
///Optionally pass in the list of PayPlanCharges and list of PaySplits to avoid unneccesary database calls.
///Will filter out paysplits and charges associated to different payplans as well as payplan charges that are for the future or have a charge type of debit. </summary>
public static double GetBalance(long payPlanNum, List <PayPlanCharge> listPayPlanCharges = null, List <PaySplit> listPaySplits = null)
{
//No need to check RemotingRole; no call to db.
double amtBal = 0;
if (listPayPlanCharges == null)
{
listPayPlanCharges = PayPlanCharges.GetForPayPlan(payPlanNum);
}
if (listPaySplits == null)
{
listPaySplits = PaySplits.GetFromBundled(PaySplits.GetForPayPlan(payPlanNum));
}
foreach (PayPlanCharge chargeCur in listPayPlanCharges)
{
if (chargeCur.PayPlanNum == payPlanNum &&
chargeCur.ChargeType == PayPlanChargeType.Debit)
{
amtBal += chargeCur.Principal;
if (chargeCur.ChargeDate <= DateTime.Today)
{
amtBal += chargeCur.Interest;
}
}
}
foreach (PaySplit splitCur in listPaySplits)
{
if (splitCur.PayPlanNum == payPlanNum)
{
amtBal -= splitCur.SplitAmt;
}
}
return(amtBal);
}
///<summary>Inserts, updates, or deletes database rows to match supplied list. Must always pass in payPlanNum.</summary>
public static void Sync(List <PayPlanCharge> listPayPlanCharges, long payPlanNum)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), listPayPlanCharges, payPlanNum);
return;
}
List <PayPlanCharge> listDB = PayPlanCharges.GetForPayPlan(payPlanNum);
Crud.PayPlanChargeCrud.Sync(listPayPlanCharges, listDB);
}
///<summary>Updates the TreatmentCompletedAmt field of the passed in payplans in the database.
///Used when a procedure attached to a payment plan charge is set complete or deleted.
///The treatment completed amount only takes into account payplancharge credits that have already occurred
///(no charges attached to TP'd procs).</summary>
public static void UpdateTreatmentCompletedAmt(List <PayPlan> listPayPlans)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), listPayPlans);
return;
}
foreach (PayPlan payPlanCur in listPayPlans)
{
double completedAmt = 0;
List <PayPlanCharge> listCharges = PayPlanCharges.GetForPayPlan(payPlanCur.PayPlanNum);
completedAmt = listCharges.Where(x => x.ChargeType == PayPlanChargeType.Credit)
.Where(x => x.ChargeDate.Date <= DateTime.Today.Date)
.Select(x => x.Principal)
.Sum();
payPlanCur.CompletedAmt = completedAmt;
Update(payPlanCur);
}
}
///<summary>Gets the total cost now of the passed in payment plan num.
///Optionally pass in the list of PayPlanCharges to avoid unneccesary database calls.
///Will filter out charges associated to different payplans as well as payplan charges that are for the future or have a charge type of debit. </summary>
public static double GetTotalCost(long payPlanNum, List <PayPlanCharge> listPayPlanCharges = null)
{
//No need to check RemotingRole; no call to db.
double amtTotal = 0;
if (listPayPlanCharges == null)
{
listPayPlanCharges = PayPlanCharges.GetForPayPlan(payPlanNum);
}
foreach (PayPlanCharge chargeCur in listPayPlanCharges)
{
if (chargeCur.PayPlanNum == payPlanNum &&
chargeCur.ChargeType == PayPlanChargeType.Debit)
{
amtTotal += chargeCur.Principal + chargeCur.Interest;
}
}
return(amtTotal);
}
///<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);
}
