///<summary>Calculates the info for the dashboard</summary>
private void RefreshAll() {
//Validation
if(_jobSprintCur.DateStart>_jobSprintCur.DateEndTarget) {
return;
}
#region Variables
_listJobSprintLinks=JobSprintLinks.GetForSprint(_jobSprintCur.JobSprintNum);
_listAttachedJobs=_listJobsAll.FindAll(x => _listJobSprintLinks.Select(y => y.JobNum).Contains(x.JobNum)
&& x.Category.In(JobCategory.Feature,JobCategory.Enhancement,JobCategory.InternalRequest,JobCategory.HqRequest,JobCategory.ProgramBridge));
List<Job> listBugJobs=_listJobsAll.FindAll(x => x.Category==JobCategory.Bug);
DateTime dateStart=_jobSprintCur.DateStart;
DateTime dateProgress=DateTime.Today.Date;
DateTime dateEnd=_jobSprintCur.DateEndTarget;
List<Job> listCompletedBugJobs=listBugJobs.FindAll(x => x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)
&& x.ListJobLinks.Count(y => y.LinkType==JobLinkType.Bug)>0
&& DateTimeOD.Between(x.ListJobLogs.FirstOrDefault(y => y.Description.Contains("Job implemented"))?.DateTimeEntry??DateTime.MinValue,dateStart,dateEnd));
List<Job> listRemainingBugJobs=listBugJobs.FindAll(x => x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)
&& x.ListJobLinks.Count(y => y.LinkType==JobLinkType.Bug)>0);
double totalDays=(dateEnd - dateStart).TotalDays;
double totalDaysElapsed=(dateProgress - dateStart).TotalDays;
double totalDaysLeft=totalDays-totalDaysElapsed;
int targetValuePercent=(int)(totalDaysElapsed/totalDays*100);
double jobPercent=_jobSprintCur.JobPercent;
double avgDevHours=_jobSprintCur.HoursAverageDevelopment;
double avgBreakHours=_jobSprintCur.HoursAverageBreak;
double totalAllocatedHours=0;
double totalCompletedHours=0;
double hoursComplete=_listAttachedJobs.Sum(x => x.HoursActual);
double hoursTotal=_listAttachedJobs.Sum(x => x.HoursEstimate);
double hoursRemaining=hoursTotal-hoursComplete>0?hoursTotal-hoursComplete:0;
double totalJobsRemaining=_listAttachedJobs.Where(x => x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)).Count()+listRemainingBugJobs.Count;
double totalJobsCompleted=_listAttachedJobs.Where(x => x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)).Count()+listCompletedBugJobs.Count();
#endregion
#region Top Panel
this.Text=_jobSprintCur.Title;
textStartDate.Text=_jobSprintCur.DateStart.ToShortDateString();
textEndDate.Text=_jobSprintCur.DateEndTarget.ToShortDateString();
//Calculate hours for the list of jobs attached to the sprint
foreach(Job job in _listAttachedJobs) {
//Do not include "completed" jobs
if(job.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete,JobPhase.Cancelled)) {
continue;
}
double estimate=job.HoursEstimate;
if(job.HoursEstimateDevelopment==0) {
estimate+=avgDevHours;
}
totalAllocatedHours+=estimate;
totalAllocatedHours-=job.HoursActual;
totalCompletedHours+=job.HoursActual;
}
//Calculate and Set Work Complete Percent
double completionPercentage=0;
completionPercentage=(totalCompletedHours/totalAllocatedHours)*100;
if(Double.IsNaN(completionPercentage)) {
completionPercentage=0;
}
completionPercentage=completionPercentage>=100?100:completionPercentage;
//Set Progress Bar Value and TargetValue
textCompletePercentage.Text=(int)completionPercentage+"%";
progressComplete.Value=(int)completionPercentage;
progressComplete.TargetValue=(int)completionPercentage;
textElapsedPercentage.Text=targetValuePercent+"%";
progressElapsed.Value=targetValuePercent;
progressElapsed.TargetValue=targetValuePercent;
//Set Days Left
textDaysLeft.Text=totalDaysLeft+" Days Left";
//textScopeChange.Text=(_listAttachedJobs.Where(x => x.ListJobLogs.Exists(y => y.Description.Contains("Changes approved."))).Count()/_listAttachedJobs.Count*100)+"%";
#endregion
#region Left Panel
//Set all completed job percentages
List<double> listCompletedPercents=new List<double>();
listCompletedPercents.Add(Math.Round((listCompletedBugJobs.Count()/totalJobsCompleted*100),2));
textCompletedBugsForRange.Text=listCompletedPercents.Last().ToString("0.00")+"%";
listCompletedPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.Feature
&& x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)).Count()/totalJobsCompleted*100),2));
textCompletedFeaturesForRange.Text=listCompletedPercents.Last().ToString("0.00")+"%";
listCompletedPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.Enhancement
&& x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)).Count()/totalJobsCompleted*100),2));
textCompletedEnhancementsForRange.Text=listCompletedPercents.Last().ToString("0.00")+"%";
listCompletedPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.InternalRequest
&& x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)).Count()/totalJobsCompleted*100),2));
textCompletedInternalRequestsForRange.Text=listCompletedPercents.Last().ToString("0.00")+"%";
listCompletedPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.HqRequest
&& x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)).Count()/totalJobsCompleted*100),2));
textCompletedHQRequestsForRange.Text=listCompletedPercents.Last().ToString("0.00")+"%";
listCompletedPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.ProgramBridge
&& x.PhaseCur.In(JobPhase.Documentation,JobPhase.Complete)).Count()/totalJobsCompleted*100),2));
textCompletedBridgesForRange.Text=listCompletedPercents.Last().ToString("0.00")+"%";
DrawCompletedPieChart(listCompletedPercents);
textJobsComplete.Text=totalJobsCompleted.ToString();
#endregion
#region Right Panel
//Set all remaining job percentages
List<double> listRemainingPercents=new List<double>();
listRemainingPercents.Add(Math.Round((listRemainingBugJobs.Count()/totalJobsRemaining*100),2));
textRemainingBugPercent.Text=listRemainingPercents.Last().ToString("0.00")+"%";
listRemainingPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.Feature
&& x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)).Count()/totalJobsRemaining*100),2));
textRemainingFeaturePercent.Text=listRemainingPercents.Last().ToString("0.00")+"%";
listRemainingPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.Enhancement
&& x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)).Count()/totalJobsRemaining*100),2));
textRemainingEnhancementPercent.Text=listRemainingPercents.Last().ToString("0.00")+"%";
listRemainingPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.InternalRequest
&& x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)).Count()/totalJobsRemaining*100),2));
textRemainingInternalRequestPercent.Text=listRemainingPercents.Last().ToString("0.00")+"%";
listRemainingPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.HqRequest
&& x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)).Count()/totalJobsRemaining*100),2));
textRemainingHQRequestPercent.Text=listRemainingPercents.Last().ToString("0.00")+"%";
listRemainingPercents.Add(Math.Round((_listAttachedJobs.Where(x => x.Category==JobCategory.ProgramBridge
&& x.PhaseCur.In(JobPhase.Concept,JobPhase.Definition,JobPhase.Quote,JobPhase.Development)).Count()/totalJobsRemaining*100),2));
textRemainingBridgePercent.Text=listRemainingPercents.Last().ToString("0.00")+"%";
DrawRemainingPieChart(listRemainingPercents);
textJobsRemaining.Text=(totalJobsRemaining-listRemainingBugJobs.Count).ToString();//Don't count bugs here
#endregion
#region Bottom Panel
List<Job> listStaleBugs=listRemainingBugJobs.FindAll(x => x.ListJobTimeLogs.Count>0?x.ListJobTimeLogs.Select(y => y.DateTStamp).Max()<DateTime.Today.AddDays(-5):x.DateTimeEntry<DateTime.Today.AddDays(-5))
.OrderBy(x => x.ListJobTimeLogs.Count>0?x.ListJobTimeLogs.Select(y => y.DateTStamp).Max():x.DateTimeEntry).ToList();
gridBugJobs.Title=listRemainingBugJobs.Count()+" Bugs ("+listStaleBugs.Count()+" Stale)";
FillGridOldBugs(listStaleBugs);
#endregion
}
///<summary>The DataTable used to fill the grid will only be refreshed from the db if isFromDb is true. Otherwise the grid will be refilled using
///the existing table. Only get from the db on load or if the Refresh button is pressed, not when the user is selecting the clinic(s).</summary>
private void FillGrid(bool isFromDb = false)
{
Cursor = Cursors.WaitCursor;
if (isFromDb)
{
_charger.FillCharges(_listUserClinics);
}
List <long> listSelectedClinicNums = listClinics.SelectedIndices.OfType <int>().Select(x => _listUserClinics[x].ClinicNum).ToList();
List <RecurringChargeData> listChargesCur;
if (PrefC.HasClinicsEnabled)
{
listChargesCur = _charger.ListRecurringChargeData.Where(x => listSelectedClinicNums.Contains(x.RecurringCharge.ClinicNum)).ToList();
}
else
{
listChargesCur = _charger.ListRecurringChargeData;
}
gridMain.BeginUpdate();
gridMain.ListGridColumns.Clear();
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "PatNum"), 55));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Name"), PrefC.HasClinicsEnabled?190:220));
if (PrefC.HasClinicsEnabled)
{
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Clinic"), 65));
}
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Date"), PrefC.HasClinicsEnabled?80:80, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Family Bal"), PrefC.HasClinicsEnabled?70:85, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "PayPlan Due"), PrefC.HasClinicsEnabled?75:85, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Total Due"), PrefC.HasClinicsEnabled?65:80, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Repeat Amt"), PrefC.HasClinicsEnabled?75:90, HorizontalAlignment.Right)); //RptChrgAmt
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableRecurring", "Charge Amt"), PrefC.HasClinicsEnabled?85:100, HorizontalAlignment.Right));
if (Programs.HasMultipleCreditCardProgramsEnabled())
{
if (Programs.IsEnabled(ProgramName.Xcharge))
{
gridMain.ListGridColumns.Add(new GridColumn("X-Charge", PrefC.HasClinicsEnabled ? 70 : 80, HorizontalAlignment.Center));
}
if (Programs.IsEnabled(ProgramName.PayConnect))
{
gridMain.ListGridColumns.Add(new GridColumn("PayConnect", PrefC.HasClinicsEnabled ? 85 : 95, HorizontalAlignment.Center));
}
if (Programs.IsEnabled(ProgramName.PaySimple))
{
gridMain.ListGridColumns.Add(new GridColumn("PaySimple", PrefC.HasClinicsEnabled ? 80 : 90, HorizontalAlignment.Center));
}
}
gridMain.ListGridRows.Clear();
GridRow row;
foreach (RecurringChargeData chargeCur in listChargesCur)
{
row = new GridRow();
double famBalTotal = chargeCur.RecurringCharge.FamBal; //pat bal+payplan due, but if pat bal<0 and payplan due>0 then just payplan due
double payPlanDue = chargeCur.RecurringCharge.PayPlanDue;
double chargeAmt = chargeCur.RecurringCharge.ChargeAmt;
double rptChargeAmt = chargeCur.RecurringCharge.RepeatAmt; //includes repeat charge (from procs if ODHQ) and attached payplan
row.Cells.Add(chargeCur.RecurringCharge.PatNum.ToString());
row.Cells.Add(chargeCur.PatName);
if (PrefC.HasClinicsEnabled)
{
Clinic clinicCur = _listUserClinics.FirstOrDefault(x => x.ClinicNum == chargeCur.RecurringCharge.ClinicNum);
row.Cells.Add(clinicCur != null?clinicCur.Description:""); //get description from cache if clinics are enabled
}
int billingDay = 0;
if (PrefC.GetBool(PrefName.BillingUseBillingCycleDay))
{
billingDay = chargeCur.BillingCycleDay;
}
else
{
billingDay = chargeCur.RecurringChargeDate.Day;
}
DateTime startBillingCycle = DateTimeOD.GetMostRecentValidDate(DateTime.Today.Year, DateTime.Today.Month, billingDay);
if (startBillingCycle > DateTime.Today)
{
startBillingCycle = startBillingCycle.AddMonths(-1); //Won't give a date with incorrect day. AddMonths will give the end of the month if needed.
}
DateTime dateExcludeIfBefore = PIn.Date(textDate.Text); //If entry is invalid, all charges will be included because this will be MinDate.
if (startBillingCycle < dateExcludeIfBefore)
{
continue; //Don't show row in grid
}
row.Cells.Add(startBillingCycle.ToShortDateString());
row.Cells.Add(famBalTotal.ToString("c"));
if (!payPlanDue.IsZero())
{
row.Cells.Add(payPlanDue.ToString("c"));
}
else
{
row.Cells.Add("");
}
row.Cells.Add(chargeCur.RecurringCharge.TotalDue.ToString("c"));
row.Cells.Add(rptChargeAmt.ToString("c"));
row.Cells.Add(chargeAmt.ToString("c"));
if (!checkHideBold.Checked)
{
double diff = (Math.Max(famBalTotal, 0) + Math.Max(payPlanDue, 0)) - rptChargeAmt;
if (diff.IsZero() || (diff < 0 && RecurringCharges.CanChargeWhenNoBal(chargeCur.CanChargeWhenNoBal)))
{
//don't bold anything
}
else if (diff > 0)
{
row.Cells[6].Bold = YN.Yes; //"Repeating Amt"
row.Cells[7].Bold = YN.Yes; //"Charge Amt"
}
else if (diff < 0)
{
row.Cells[5].Bold = YN.Yes; //"Total Due"
row.Cells[7].Bold = YN.Yes; //"Charge Amt"
}
}
if (Programs.HasMultipleCreditCardProgramsEnabled())
{
if (Programs.IsEnabled(ProgramName.Xcharge))
{
row.Cells.Add(!string.IsNullOrEmpty(chargeCur.XChargeToken) ? "X" : "");
}
if (Programs.IsEnabled(ProgramName.PayConnect))
{
row.Cells.Add(!string.IsNullOrEmpty(chargeCur.PayConnectToken) ? "X" : "");
}
if (Programs.IsEnabled(ProgramName.PaySimple))
{
row.Cells.Add(!string.IsNullOrEmpty(chargeCur.PaySimpleToken) ? "X" : "");
}
}
row.Tag = chargeCur;
gridMain.ListGridRows.Add(row);
}
gridMain.EndUpdate();
labelTotal.Text = Lan.g(this, "Total=") + gridMain.ListGridRows.Count.ToString();
labelSelected.Text = Lan.g(this, "Selected=") + gridMain.SelectedIndices.Length.ToString();
Cursor = Cursors.Default;
}
private void RefreshTopPanel(List <Job> listJobs, DateTime dateStart, DateTime dateEnd)
{
//Calculate the three month average per day
//listJobsNonBugEnhancement is used because we do not want to consider bugs/enhancements (Backport jobs) as part of this version
List <Job> listCompletedJobs = listJobs.FindAll(x => x.PhaseCur.In(JobPhase.Documentation, JobPhase.Complete) &&
DateTimeOD.Between(x.ListJobLogs.FirstOrDefault(y => y.Description.Contains("Job implemented"))?.DateTimeEntry ?? DateTime.MinValue, dateStart, dateEnd));
//We only want incomplete jobs that are marked as current version. This disregards priority.
List <Job> listRemainingJobs = listJobs.FindAll(x => x.PhaseCur.In(JobPhase.Concept, JobPhase.Definition, JobPhase.Quote, JobPhase.Development) && x.ProposedVersion == JobProposedVersion.Current);
//Calculate the remaining hours for the version
double totalRemainingHours = listRemainingJobs.Sum(x => x.HoursEstimate - x.HoursActual);
totalRemainingHours = totalRemainingHours < 0 ? 0 : totalRemainingHours;
//Completed hours is only the hours actual. Should not be negative, but I check for it just in case.
double totalCompletedHours = listCompletedJobs.Sum(x => x.HoursActual);
totalCompletedHours = totalCompletedHours < 0 ? 0 : totalCompletedHours;
//Calculate the total hours value for the version.
//We use the estimate from the remaining jobs since that is the perceived total amount of time it will take.
//We use the hours actual from complete jobs because we know the job is done and will take no more time than what was taken.
double totalVersionHours = totalCompletedHours + listRemainingJobs.Sum(x => x.HoursEstimate);
totalVersionHours = totalVersionHours < 0 ? 0 : totalVersionHours;
//Calculate work complete percent
double completionPercentage = ((totalCompletedHours + listRemainingJobs.Sum(x => x.HoursActual)) / totalVersionHours) * 100;
//Validate that the return is a valid percentage
if (Double.IsNaN(completionPercentage))
{
completionPercentage = 0;
}
completionPercentage = completionPercentage >= 100 ? 100 : completionPercentage;
//Calculate day variables
double totalDays = (dateEnd - dateStart).TotalDays;
double totalDaysElapsed = (DateTime.Today.Date - dateStart).TotalDays;
double totalDaysLeft = totalDays - totalDaysElapsed;
//We don't need to display negative days left
if (totalDaysLeft < 0)
{
totalDaysLeft = 0;
}
//Calculate target percent
int targetValuePercent = (int)(totalDaysElapsed / totalDays * 100);
if (targetValuePercent > 100)
{
targetValuePercent = 100;
}
if (targetValuePercent < 0)
{
targetValuePercent = 0;
}
//Calculate average hours/day of job time for the last 3 months
double hoursLogged = listJobs.Sum(x => x.ListJobTimeLogs.Where(y => y.DateTStamp.Between(DateTime.Today.AddMonths(-3), DateTime.Today)).Sum(y => y.Hours));
//hoursReviewed is multiplied by 2 to denote that two engineers time was expended per review
double hoursReviewed = listJobs.Sum(x => x.ListJobReviews.Where(y => y.DateTStamp.Between(DateTime.Today.AddMonths(-3), DateTime.Today)).Sum(y => y.Hours)) * 2;
double hoursCompletePerDay = (hoursLogged + hoursReviewed) / (DateTime.Today - DateTime.Today.AddMonths(-3)).TotalDays;
//Calculate days remaining
double daysRemainingEstimate = Math.Round(totalRemainingHours / hoursCompletePerDay, 0);
//If for some reason we just divided by 0...
if (Double.IsNaN(daysRemainingEstimate))
{
daysRemainingEstimate = 0;
}
//Set Panel's Controls
//Dates
textStartDate.Text = _jobSprintCur.DateStart.ToShortDateString();
textTargetDate.Text = _jobSprintCur.DateEndTarget.ToShortDateString() + " (" + totalDaysLeft + " days)";
textProjectedRelease.Text = DateTime.Today.AddDays(daysRemainingEstimate).ToShortDateString() + " (" + Math.Abs(daysRemainingEstimate) + " days)";
//Work Complete
textCompletePercentage.Text = (int)completionPercentage + "%";
progressComplete.Value = (int)completionPercentage;
progressComplete.TargetValue = (int)completionPercentage; //This could be changed to the target value percent if we want
//Time elapsed
textElapsedPercentage.Text = targetValuePercent + "%";
progressElapsed.Value = targetValuePercent;
progressElapsed.TargetValue = targetValuePercent;
}
///<summary>Calculates the info for the dashboard</summary>
private void RefreshAll()
{
//Validation
if (_jobSprintCur.DateStart > _jobSprintCur.DateEndTarget)
{
return;
}
this.Text = _jobSprintCur.Title;
#region Variables
DateTime dateStart = _jobSprintCur.DateStart;
DateTime dateProgress = DateTime.Today.Date;
DateTime dateEnd = _jobSprintCur.DateEndTarget;
//Distill the _listJobsAll into two job subsets
List <Job> listJobsNonBugEnhancement = _listJobsAll.FindAll(x => x.Category.In(JobCategory.Feature, JobCategory.InternalRequest, JobCategory.HqRequest, JobCategory.ProgramBridge));
List <Job> listJobsBugEnhancement = _listJobsAll.FindAll(x => x.Category.In(JobCategory.Bug, JobCategory.Enhancement));
//Make the actual lists we will be using
List <Job> listJobsCompletedNonBugEnhancement = listJobsNonBugEnhancement.FindAll(x => x.PhaseCur.In(JobPhase.Documentation, JobPhase.Complete) &&
DateTimeOD.Between(x.ListJobLogs.FirstOrDefault(y => y.Description.Contains("Job implemented"))?.DateTimeEntry ?? DateTime.MinValue, dateStart, dateEnd));
List <Job> listCompletedNonBugJobsThreeMonths = _listJobsAll.FindAll(x => x.PhaseCur.In(JobPhase.Documentation, JobPhase.Complete) && x.Category.In(JobCategory.Feature, JobCategory.InternalRequest, JobCategory.HqRequest, JobCategory.ProgramBridge, JobCategory.Enhancement) &&
DateTimeOD.Between(x.ListJobLogs.FirstOrDefault(y => y.Description.Contains("Job implemented"))?.DateTimeEntry ?? DateTime.MinValue, DateTime.Today.AddMonths(-3), DateTime.Today));
List <Job> listRemainingNonBugJobs = listJobsNonBugEnhancement.FindAll(x => x.PhaseCur.In(JobPhase.Concept, JobPhase.Definition, JobPhase.Quote, JobPhase.Development) && x.ProposedVersion == JobProposedVersion.Current);
List <Job> listCompletedBackportJobs = listJobsBugEnhancement.FindAll(x => x.PhaseCur.In(JobPhase.Documentation, JobPhase.Complete) &&
x.ListJobLinks.Count(y => y.LinkType == JobLinkType.Bug) > 0 &&
DateTimeOD.Between(x.ListJobLogs.FirstOrDefault(y => y.Description.Contains("Job implemented"))?.DateTimeEntry ?? DateTime.MinValue, dateStart, dateEnd));
List <Job> listRemainingBugJobs = listJobsBugEnhancement.FindAll(x => x.Category == JobCategory.Bug && x.PhaseCur.In(JobPhase.Concept, JobPhase.Definition, JobPhase.Quote, JobPhase.Development) &&
x.ListJobLinks.Count(y => y.LinkType == JobLinkType.Bug) > 0);
List <Job> listRemainingEnhancementJobs = listJobsBugEnhancement.FindAll(x => x.Category == JobCategory.Enhancement &&
x.PhaseCur.In(JobPhase.Concept, JobPhase.Definition, JobPhase.Quote, JobPhase.Development) &&
x.ProposedVersion == JobProposedVersion.Current);
double totalDays = (dateEnd - dateStart).TotalDays;
double totalDaysElapsed = (dateProgress - dateStart).TotalDays;
double totalDaysLeft = totalDays - totalDaysElapsed;
double jobPercent = _jobSprintCur.JobPercent;
double hoursComplete = listJobsCompletedNonBugEnhancement.Sum(x => x.HoursActual) + listRemainingNonBugJobs.Sum(x => x.HoursActual);
double hoursTotal = listJobsCompletedNonBugEnhancement.Sum(x => x.HoursActual) + listRemainingNonBugJobs.Sum(x => x.HoursEstimate);
double hoursRemaining = hoursTotal - hoursComplete > 0?hoursTotal - hoursComplete:0;
#endregion
RefreshTopPanel(listJobsNonBugEnhancement, dateStart, dateEnd);
#region Left Upper Panel
//Set all completed job percentages
List <double> listCompletedPercents = new List <double>();
//Cast one to a double so the int doesn't truncate to 0.
double percent = (double)(listJobsCompletedNonBugEnhancement.Where(x => x.Category == JobCategory.Feature).Count()) / listJobsCompletedNonBugEnhancement.Count() * 100;
listCompletedPercents.Add(Math.Round(percent, 2));
textCompletedFeaturesForRange.Text = percent.ToString("0.00") + "%";
percent = (double)(listJobsCompletedNonBugEnhancement.Where(x => x.Category == JobCategory.HqRequest).Count()) / listJobsCompletedNonBugEnhancement.Count() * 100;
listCompletedPercents.Add(Math.Round(percent, 2));
textCompletedHQRequestsForRange.Text = percent.ToString("0.00") + "%";
percent = (double)(listJobsCompletedNonBugEnhancement.Where(x => x.Category == JobCategory.InternalRequest).Count()) / listJobsCompletedNonBugEnhancement.Count() * 100;
listCompletedPercents.Add(Math.Round(percent, 2));
textCompletedInternalRequestsForRange.Text = percent.ToString("0.00") + "%";
percent = (double)(listJobsCompletedNonBugEnhancement.Where(x => x.Category == JobCategory.ProgramBridge).Count()) / listJobsCompletedNonBugEnhancement.Count() * 100;
listCompletedPercents.Add(Math.Round(percent, 2));
textCompletedBridgesForRange.Text = percent.ToString("0.00") + "%";
DrawCompletedPieChart(listCompletedPercents);
textJobsComplete.Text = listJobsCompletedNonBugEnhancement.Count().ToString();
#endregion
#region Right Upper Panel
//Set all remaining job percentages
List <double> listRemainingPercents = new List <double>();
percent = (double)(listRemainingNonBugJobs.Where(x => x.Category == JobCategory.Feature).Count()) / listRemainingNonBugJobs.Count() * 100;
listRemainingPercents.Add(Math.Round(percent, 2));
textRemainingFeaturePercent.Text = percent.ToString("0.00") + "%";
percent = (double)(listRemainingNonBugJobs.Where(x => x.Category == JobCategory.HqRequest).Count()) / listRemainingNonBugJobs.Count() * 100;
listRemainingPercents.Add(Math.Round(percent, 2));
textRemainingHQRequestPercent.Text = percent.ToString("0.00") + "%";
percent = (double)(listRemainingNonBugJobs.Where(x => x.Category == JobCategory.InternalRequest).Count()) / listRemainingNonBugJobs.Count() * 100;
listRemainingPercents.Add(Math.Round(percent, 2));
textRemainingInternalRequestPercent.Text = percent.ToString("0.00") + "%";
percent = (double)(listRemainingNonBugJobs.Where(x => x.Category == JobCategory.ProgramBridge).Count()) / listRemainingNonBugJobs.Count() * 100;
listRemainingPercents.Add(Math.Round(percent, 2));
textRemainingBridgePercent.Text = percent.ToString("0.00") + "%";
DrawRemainingPieChart(listRemainingPercents);
textJobsRemaining.Text = listRemainingNonBugJobs.Count().ToString();
#endregion
#region Left Lower Panel
//Set all completed backport percentages
List <double> listCompletedBackportPercents = new List <double>();
percent = (double)(listCompletedBackportJobs.FindAll(x => x.Category == JobCategory.Bug).Count()) / listCompletedBackportJobs.Count() * 100;
listCompletedBackportPercents.Add(Math.Round(percent, 2));
textCompletedBugPercentage.Text = percent.ToString("0.00") + "%";
percent = (double)(listCompletedBackportJobs.FindAll(x => x.Category == JobCategory.Enhancement).Count()) / listCompletedBackportJobs.Count() * 100;
listCompletedBackportPercents.Add(Math.Round(percent, 2));
textCompletedEnhancementPercentage.Text = percent.ToString("0.00") + "%";
DrawCompletedBackportPieChart(listCompletedBackportPercents);
textCompletedBackports.Text = listCompletedBackportJobs.Count().ToString();
#endregion
#region Right Lower Panel
//Set all remaining backport percentages
List <double> listRemainingBackportPercents = new List <double>();
int countBugEnhancement = listRemainingBugJobs.Count() + listRemainingEnhancementJobs.Count();
percent = (double)(listRemainingBugJobs.Count()) / countBugEnhancement * 100;
listRemainingBackportPercents.Add(Math.Round(percent, 2));
textRemainingBugPercentage.Text = percent.ToString("0.00") + "%";
percent = (double)(listRemainingEnhancementJobs.Count()) / countBugEnhancement * 100;
listRemainingBackportPercents.Add(Math.Round(percent, 2));
textRemainingEnhancementPercentage.Text = percent.ToString("0.00") + "%";
DrawRemainingBackportPieChart(listRemainingBackportPercents);
textRemainingBackports.Text = countBugEnhancement.ToString();
#endregion
#region Bottom Panel
List <Job> listStaleBugs = listRemainingBugJobs.FindAll(x => x.ListJobTimeLogs.Count > 0 ? x.ListJobTimeLogs.Select(y => y.DateTStamp).Max() < DateTime.Today.AddDays(-7) : x.DateTimeEntry < DateTime.Today.AddDays(-7))
.OrderBy(x => x.ListJobTimeLogs.Count > 0 ? x.ListJobTimeLogs.Select(y => y.DateTStamp).Max() : x.DateTimeEntry).ToList();
List <Job> listStaleEnhancements = listRemainingEnhancementJobs.FindAll(x => x.ListJobTimeLogs.Count > 0 ? x.ListJobTimeLogs.Select(y => y.DateTStamp).Max() < DateTime.Today.AddDays(-7) : x.DateTimeEntry < DateTime.Today.AddDays(-7))
.OrderBy(x => x.ListJobTimeLogs.Count > 0 ? x.ListJobTimeLogs.Select(y => y.DateTStamp).Max() : x.DateTimeEntry).ToList();
gridBugJobs.Title = listRemainingBugJobs.Count() + " Bugs (" + listStaleBugs.Count() + " Stale)";
gridEnhancementJobs.Title = listRemainingEnhancementJobs.Count() + " Enhancements (" + listStaleEnhancements.Count() + " Stale)";
FillGridOldBugs(listStaleBugs);
FillGridOldEnhancements(listStaleEnhancements);
#endregion
}
private void FillGrid()
{
long clinicNum = 0;
//if clinics are not enabled, comboClinic.SelectedIndex will be -1, so clinicNum will be 0 and list will not be filtered by clinic
if (Security.CurUser.ClinicIsRestricted && comboClinics.SelectedIndex > -1)
{
clinicNum = _listClinics[comboClinics.SelectedIndex].ClinicNum;
}
else if (comboClinics.SelectedIndex > 0) //if user is not restricted, clinicNum will be 0 and the query will get all clinic data
{
clinicNum = _listClinics[comboClinics.SelectedIndex - 1].ClinicNum; //if user is not restricted, comboClinic will contain "All" so minus 1
}
int clinicWidth = 80;
int patientWidth = 180;
int carrierWidth = 220;
if (PrefC.HasClinicsEnabled)
{
patientWidth = 140;
carrierWidth = 200;
}
gridMain.BeginUpdate();
gridMain.Columns.Clear();
ODGridColumn col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "Patient"), patientWidth);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "Carrier"), carrierWidth);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "TxMonths"), 70);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "Banding"), 80, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "MonthsRem"), 100);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "#Sent"), 60);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "LastSent"), 80, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "NextClaim"), 80, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
if (PrefC.HasClinicsEnabled) //clinics is turned on
{
col = new ODGridColumn(Lan.g("TableAutoOrthoClaims", "Clinic"), clinicWidth, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
}
gridMain.Rows.Clear();
ODGridRow row;
foreach (DataRow rowCur in _tableOutstandingAutoClaims.Rows)
{
//need a check for if clinics is on here
if (PrefC.HasClinicsEnabled && //Clinics are enabled
(Security.CurUser.ClinicIsRestricted || comboClinics.SelectedIndex != 0) && //"All" is not selected
clinicNum != PIn.Long(rowCur["ClinicNum"].ToString())) //currently selected clinic doesn't match the row's clinic
{
continue;
}
row = new ODGridRow();
DateTime dateLastSeen = PIn.Date(rowCur["LastSent"].ToString());
DateTime dateBanding = PIn.Date(rowCur["DateBanding"].ToString());
DateTime dateNextClaim = PIn.Date(rowCur["OrthoAutoNextClaimDate"].ToString());
DateTimeOD dateTMonthsRem = new DateTimeOD(PIn.Date(rowCur["DateBanding"].ToString()).AddMonths(PIn.Int(rowCur["MonthsTreat"].ToString())), DateTimeOD.Today);
row.Cells.Add(PIn.String(rowCur["Patient"].ToString()));
row.Cells.Add(PIn.String(rowCur["CarrierName"].ToString()));
row.Cells.Add(PIn.String(rowCur["MonthsTreat"].ToString()));
row.Cells.Add(dateBanding.Year < 1880 ? "" : dateBanding.ToShortDateString()); //add blank if there is no banding
if (dateBanding.Year < 1880) //add blank if there is no banding
{
row.Cells.Add("");
}
else
{
row.Cells.Add(((dateTMonthsRem.YearsDiff * 12) + dateTMonthsRem.MonthsDiff) + " " + Lan.g(this, "months")
+ ", " + dateTMonthsRem.DaysDiff + " " + Lan.g(this, "days"));
}
row.Cells.Add(PIn.String(rowCur["NumSent"].ToString()));
row.Cells.Add(dateLastSeen.Year < 1880 ? "" : dateLastSeen.ToShortDateString());
row.Cells.Add(dateNextClaim.Year < 1880 ? "" : dateNextClaim.ToShortDateString());
if (PrefC.HasClinicsEnabled) //clinics is turned on
//Use the long list of clinics so that hidden clinics can be shown for unrestricted users.
{
row.Cells.Add(Clinics.GetAbbr(PIn.Long(rowCur["ClinicNum"].ToString())));
}
row.Tag = rowCur;
gridMain.Rows.Add(row);
}
gridMain.EndUpdate();
}
private void butGenerateClaims_Click(object sender, EventArgs e)
{
if (gridMain.SelectedIndices.Count() < 1)
{
MsgBox.Show(this, "Please select the rows for which you would like to create procedures and claims.");
return;
}
if (!MsgBox.Show(this, MsgBoxButtons.YesNo, "Are you sure you want to generate claims and procedures for all patients and insurance plans?"))
{
return;
}
List <long> listPlanNums = new List <long>();
List <long> listPatPlanNums = new List <long>();
List <long> listInsSubNums = new List <long>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++)
{
DataRow rowCur = (DataRow)gridMain.Rows[gridMain.SelectedIndices[i]].Tag;
listPlanNums.Add(PIn.Long(rowCur["PlanNum"].ToString()));
listPatPlanNums.Add(PIn.Long(rowCur["PatPlanNum"].ToString()));
listInsSubNums.Add(PIn.Long(rowCur["InsSubNum"].ToString()));
}
List <InsPlan> listSelectedInsPlans = InsPlans.GetPlans(listPlanNums);
List <PatPlan> listSelectedPatPlans = PatPlans.GetPatPlans(listPatPlanNums);
List <InsSub> listSelectedInsSubs = InsSubs.GetMany(listInsSubNums);
List <DataRow> rowsSucceeded = new List <DataRow>();
int rowsFailed = 0;
List <Benefit> listBenefitsAll = Benefits.Refresh(listSelectedPatPlans, listSelectedInsSubs);
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++)
{
try {
DataRow rowCur = (DataRow)gridMain.Rows[gridMain.SelectedIndices[i]].Tag;
long patNumCur = PIn.Long(rowCur["PatNum"].ToString());
Patient patCur = Patients.GetPat(patNumCur);
PatientNote patNoteCur = PatientNotes.Refresh(patNumCur, patCur.Guarantor);
long codeNumCur = PIn.Long(rowCur["AutoCodeNum"].ToString());
long provNumCur = PIn.Long(rowCur["ProvNum"].ToString());
long clinicNumCur = PIn.Long(rowCur["ClinicNum"].ToString());
long insPlanNumCur = PIn.Long(rowCur["PlanNum"].ToString());
long patPlanNumCur = PIn.Long(rowCur["PatPlanNum"].ToString());
long insSubNumCur = PIn.Long(rowCur["InsSubNum"].ToString());
int monthsTreat = PIn.Int(rowCur["MonthsTreat"].ToString());
DateTime dateDue = PIn.Date(rowCur["OrthoAutoNextClaimDate"].ToString());
//for each selected row
//create a procedure
//Procedures.CreateProcForPat(patNumCur,codeNumCur,"","",ProcStat.C,provNumCur);
Procedure proc = Procedures.CreateOrthoAutoProcsForPat(patNumCur, codeNumCur, provNumCur, clinicNumCur, dateDue);
InsPlan insPlanCur = InsPlans.GetPlan(insPlanNumCur, listSelectedInsPlans);
PatPlan patPlanCur = listSelectedPatPlans.FirstOrDefault(x => x.PatPlanNum == patPlanNumCur);
InsSub insSubCur = listSelectedInsSubs.FirstOrDefault(x => x.InsSubNum == insSubNumCur);
List <Benefit> benefitList = listBenefitsAll.FindAll(x => x.PatPlanNum == patPlanCur.PatPlanNum || x.PlanNum == insSubCur.PlanNum);
//create a claimproc
List <ClaimProc> listClaimProcs = new List <ClaimProc>();
Procedures.ComputeEstimates(proc, patNumCur, ref listClaimProcs, true, new List <InsPlan> {
insPlanCur
},
new List <PatPlan> {
patPlanCur
}, benefitList, null, null, true, patCur.Age, new List <InsSub> {
insSubCur
}, isForOrtho: true);
//make the feebilled == the insplan feebilled or patplan feebilled
double feebilled = patPlanCur.OrthoAutoFeeBilledOverride == -1 ? insPlanCur.OrthoAutoFeeBilled : patPlanCur.OrthoAutoFeeBilledOverride;
//create a claim with that claimproc
string claimType = "";
switch (patPlanCur.Ordinal)
{
case 1:
claimType = "P";
break;
case 2:
claimType = "S";
break;
}
DateTimeOD dateTMonthsRem = new DateTimeOD(PIn.Date(rowCur["DateBanding"].ToString()).AddMonths(PIn.Int(rowCur["MonthsTreat"].ToString())), DateTimeOD.Today);
Claims.CreateClaimForOrthoProc(claimType, patPlanCur, insPlanCur, insSubCur,
ClaimProcs.GetForProcWithOrdinal(proc.ProcNum, patPlanCur.Ordinal), proc, feebilled, PIn.Date(rowCur["DateBanding"].ToString()),
PIn.Int(rowCur["MonthsTreat"].ToString()), ((dateTMonthsRem.YearsDiff * 12) + dateTMonthsRem.MonthsDiff));
PatPlans.IncrementOrthoNextClaimDates(patPlanCur, insPlanCur, monthsTreat, patNoteCur);
rowsSucceeded.Add(rowCur);
SecurityLogs.MakeLogEntry(Permissions.ProcComplCreate, patCur.PatNum
, Lan.g(this, "Automatic ortho procedure and claim generated for") + " " + dateDue.ToShortDateString());
}
catch (Exception) {
rowsFailed++;
}
}
string message = Lan.g(this, "Done.") + " " + Lan.g(this, "There were") + " " + rowsSucceeded.Count + " "
+ Lan.g(this, "claim(s) generated and") + " " + rowsFailed + " " + Lan.g(this, "failures") + ".";
MessageBox.Show(message);
foreach (DataRow row in rowsSucceeded)
{
_tableOutstandingAutoClaims.Rows.Remove(row);
}
FillGrid();
}
///<summary>Same as FillOrtho() in the ContrAccount.</summary>
private void FillOrtho()
{
gridOrtho.BeginUpdate();
gridOrtho.Columns.Clear();
gridOrtho.Columns.Add(new ODGridColumn("", (gridOrtho.Width / 2) - 20, HorizontalAlignment.Right));
gridOrtho.Columns.Add(new ODGridColumn("", (gridOrtho.Width / 2) + 20, HorizontalAlignment.Left));
gridOrtho.Rows.Clear();
ODGridRow row = new ODGridRow();
DateTime firstOrthoProc = Procedures.GetFirstOrthoProcDate(_patNoteCur);
if (firstOrthoProc != DateTime.MinValue)
{
row.Cells.Add(Lan.g(this, "Total Tx Time") + ": "); //Number of Years/Months/Days since the first ortho procedure on this account
DateTimeOD dateTOD = new DateTimeOD(firstOrthoProc, DateTimeOD.Today);
string strDateDiff = "";
if (dateTOD.YearsDiff != 0)
{
strDateDiff += dateTOD.YearsDiff + " " + Lan.g(this, "year" + (dateTOD.YearsDiff == 1 ? "" : "s"));
}
if (dateTOD.MonthsDiff != 0)
{
if (strDateDiff != "")
{
strDateDiff += ", ";
}
strDateDiff += dateTOD.MonthsDiff + " " + Lan.g(this, "month" + (dateTOD.MonthsDiff == 1 ? "" : "s"));
}
if (dateTOD.DaysDiff != 0 || strDateDiff == "")
{
if (strDateDiff != "")
{
strDateDiff += ", ";
}
strDateDiff += dateTOD.DaysDiff + " " + Lan.g(this, "day" + (dateTOD.DaysDiff == 1 ? "" : "s"));
}
row.Cells.Add(strDateDiff);
gridOrtho.Rows.Add(row);
row = new ODGridRow();
row.Cells.Add(Lan.g(this, "Date Start") + ": "); //Date of the first ortho procedure on this account
row.Cells.Add(firstOrthoProc.ToShortDateString());
gridOrtho.Rows.Add(row);
row = new ODGridRow();
row.Cells.Add(Lan.g(this, "Tx Months Total") + ": "); //this patient's OrthoClaimMonthsTreatment, or the practice default if 0.
int txMonthsTotal = (_patNoteCur.OrthoMonthsTreatOverride == -1?PrefC.GetByte(PrefName.OrthoDefaultMonthsTreat):_patNoteCur.OrthoMonthsTreatOverride);
row.Cells.Add(txMonthsTotal.ToString());
gridOrtho.Rows.Add(row);
row = new ODGridRow();
int txTimeInMonths = dateTOD.YearsDiff * 12 + dateTOD.MonthsDiff + (dateTOD.DaysDiff < 15? 0: 1);
row.Cells.Add(Lan.g(this, "Months in Treatment") + ": "); //idk what the difference between this and 'Total Tx Time' is.
row.Cells.Add(txTimeInMonths.ToString());
gridOrtho.Rows.Add(row);
row = new ODGridRow();
row.Cells.Add(Lan.g(this, "Months Rem") + ": "); //Months Total - Total Tx Time
row.Cells.Add(Math.Max(0, txMonthsTotal - txTimeInMonths).ToString());
gridOrtho.Rows.Add(row);
}
else
{
row = new ODGridRow();
row.Cells.Add(""); //idk what the difference between this and 'Total Tx Time' is.
row.Cells.Add(Lan.g(this, "No ortho procedures charted") + ".");
gridOrtho.Rows.Add(row);
}
gridOrtho.EndUpdate();
}
///<summary>Go through the transaction dictionary created in CreateProcedureLogs() to edit repeat charges as needed.
///Returns the note for the newly generated repeat charge.</summary>
private void ZeroOutRepeatingCharge(ProcedureCode procCur, List <AvaTax.TransQtyAmt> listCurTrans)
{
Commlog prepaymentCommlog = new Commlog();
prepaymentCommlog.PatNum = _patCur.PatNum;
prepaymentCommlog.SentOrReceived = CommSentOrReceived.Received;
prepaymentCommlog.CommDateTime = DateTime.Now;
prepaymentCommlog.CommType = Commlogs.GetTypeAuto(CommItemTypeAuto.FIN);
prepaymentCommlog.Mode_ = CommItemMode.None;
prepaymentCommlog.Note = "";//Appended to below.
prepaymentCommlog.UserNum = Security.CurUser.UserNum;
string note = "From PrepaymentTool: \r\n";
bool hasBeenBilledThisMonth = (DateTimeOD.Today.Day >= _patCur.BillingCycleDay);
//Get all applicable repeat charges.
List <RepeatCharge> listRcForProc = _listRcForPat.FindAll(x => x.ProcCode == procCur.ProcCode && x.IsEnabled);
//Get number of months new repeat charge will be for.
int numMonths = listCurTrans.Sum(x => x.qty);
//Create repeat charge, taken from ContrAccount.cs
RepeatCharge rcNew = new RepeatCharge();
rcNew.PatNum = _patCur.PatNum;
rcNew.ProcCode = procCur.ProcCode;
rcNew.ChargeAmt = 0;
rcNew.IsEnabled = true;
rcNew.CopyNoteToProc = true;
//Build dates using billing day so the patient doesn't have gaps in their repeat charges.
DateTime dateBillThisMonth = DateTimeOD.GetMostRecentValidDate(DateTime.Today.Year, DateTime.Today.Month, _patCur.BillingCycleDay);
if (hasBeenBilledThisMonth)
{
//Current month has been billed, push new repeat charge out a month.
rcNew.DateStart = dateBillThisMonth.AddMonths(1);
rcNew.DateStop = dateBillThisMonth.AddMonths(numMonths);
}
else
{
//Current month has not been billed yet, include on this repeat charge.
rcNew.DateStart = dateBillThisMonth;
rcNew.DateStop = dateBillThisMonth.AddMonths(numMonths - 1);
}
//Use the stop date to update the Note as requested by Accounting.
DatePrepaidThrough = rcNew.DateStop.AddMonths(1).AddDays(-1);
rcNew.Note = _prepaidThroughNote;
//Edit exisiting repeat charge start/stop dates.
foreach (RepeatCharge rcExisting in listRcForProc)
{
if (rcExisting.DateStop.Year > 1880 && rcExisting.DateStop < DateTimeOD.Today)
{
continue; //The charge has a stop date in the past (has been disabled).
}
if (rcExisting.DateStop.Year > 1880 && rcExisting.DateStop <= DateTimeOD.Today.AddMonths(numMonths))
{
rcExisting.DateStop = DateTimeOD.Today;
rcExisting.IsEnabled = false;
//This repeat charge will never be used again due to the prepayment we are creating right now. Disable and add note to commlog for history.
note += "Disabled repeat charge with Rate: " + POut.Double(rcExisting.ChargeAmt) + " for Code: " + POut.String(rcExisting.ProcCode)
+ " Start Date: " + POut.Date(rcExisting.DateStart) + " Stop Date: " + POut.Date(rcExisting.DateStop) + "\r\n";
RepeatCharges.Update(rcExisting);
continue;
}
//Need to push start date of existing repeat charge forward one month past the new repeat charge (if charge months overlap).
DateTime dateNext = rcNew.DateStop.AddMonths(1);
if (dateNext > rcExisting.DateStart) //Only change if needed.
{
note += "Edited Start Date for repeat charge from: " + POut.Date(rcExisting.DateStart) + " to: " + POut.Date(dateNext) +
" Code: " + POut.String(rcExisting.ProcCode) + " Rate: " + POut.Double(rcExisting.ChargeAmt) + "\r\n";
//Change to billing day to make sure it matches other repeat charges.
rcExisting.DateStart = dateNext;
RepeatCharges.Update(rcExisting);
}
}
//Insert the new repeat charge.
prepaymentCommlog.Note = note;
Commlogs.Insert(prepaymentCommlog);
RepeatCharges.Insert(rcNew);
}
///<summary>Looks in the patient's repeating charges for a rate to use. If the patient does not have a repeat charge setup
///for the procedurecode that is being added then a procedurecharge will not be created.
///This is then used to create one or more procedurecharges.</summary>
private void CreateProcedureCharge(ProcedureCode ProcCode, int count, bool isNew = true)
{
List <RepeatCharge> listRcForProc = _listRcForPat.FindAll(x => x.ProcCode == ProcCode.ProcCode && x.IsEnabled);
List <ProcedureCharge> listProcChargeInGrid = _listProcedureCharge.FindAll(x => x.ProcCode == ProcCode);
if (listRcForProc.Count == 1)
{
//Discussed with accounting dept. If there is only one repeat charge for a proc on an account it should never have a stop date.
//If for some reason there is a stop date, it is a very special case that we can't currently handle with the prepayment tool.
int index = _listProcedureCharge.FindIndex(x => x.BaseFee == listRcForProc[0].ChargeAmt && x.ProcCode == ProcCode);
//Does not exist in our list, make a new one.
if (index == -1)
{
ProcedureCharge procCharge = new ProcedureCharge(ProcCode, listRcForProc.FirstOrDefault().ChargeAmt);
procCharge.ProcCount = count;
procCharge.Calc();
_listProcedureCharge.Add(procCharge);
}
else
{
_listProcedureCharge[index].ProcCount += count;
}
}
else if (listRcForProc.Count >= 2)
{
int remainder = count;
foreach (RepeatCharge charge in listRcForProc)
{
if (remainder <= 0) //Nothing left to add, kick out of loop.
{
break;
}
if (charge.DateStop.Year > 1880 && charge.DateStop < DateTimeOD.Today)
{
continue; //The charge has a stop date in the past (has been disabled).
}
//Look for existing procedurecharge.
int index = _listProcedureCharge.FindIndex(x => x.BaseFee == charge.ChargeAmt && x.ProcCode == ProcCode && x.HasReachedStopDate == false);
//Does not exist in our list, make a new one.
if (index == -1)
{
ProcedureCharge procCharge = new ProcedureCharge(ProcCode, charge.ChargeAmt);
//See if the months we are adding extends beyond this repeat charge's stop date.
DateTime dateToUse = charge.DateStart;
//Check if we should use start date or today. Prevent old charges.
if (DateTimeOD.Today > charge.DateStart)
{
dateToUse = DateTimeOD.Today;
}
if (dateToUse.AddMonths(remainder) > charge.DateStop && charge.DateStop.Year > 1880)
{
procCharge.HasReachedStopDate = true;
//Difference is number of months between today and the stop date, this will become the count for our current procedurecharge
int difference = ((charge.DateStop.Year - dateToUse.Year) * 12) + (charge.DateStop.Month - dateToUse.Month);
if (DateTimeOD.Today < DateTimeOD.GetMostRecentValidDate(dateToUse.Year, dateToUse.Month, _patCur.BillingCycleDay))
{
difference += 1;
}
procCharge.ProcCount = difference;
remainder = remainder - difference;
}
//Stop date was not reached
else
{
procCharge.ProcCount = remainder;
remainder = 0;
}
procCharge.Calc();
_listProcedureCharge.Add(procCharge);
}
//Found a matching procedurecharge.
else
{
if (_listProcedureCharge[index].HasReachedStopDate)
{
//Already hit stopdate for this repeat charge so continue on to the next one.
continue;
}
//See if stop date is mindate, if it is then we can add to the count and exit the loop.
if (charge.DateStop.Year < 1880)
{
_listProcedureCharge[index].ProcCount += remainder;
remainder = 0;
continue;
}
//Has a stop date, see if we hit it.
else
{
//See if we should use today or the start date.
if (DateTimeOD.Today > charge.DateStart)
{
//See if the count exceeds the difference between today and stop date of this repeat charge.
int difference = ((charge.DateStop.Year - DateTimeOD.Today.Year) * 12) + (charge.DateStop.Month - DateTimeOD.Today.Month);
if (DateTimeOD.Today.Day < _patCur.BillingCycleDay)
{
difference += 1;
}
int combinedCount = _listProcedureCharge[index].ProcCount + remainder;
if (DateTimeOD.Today.AddMonths(combinedCount) >= charge.DateStop)
{
//Hit the stop date.
_listProcedureCharge[index].HasReachedStopDate = true;
remainder = combinedCount - difference;
_listProcedureCharge[index].ProcCount = difference;
}
else
{
_listProcedureCharge[index].ProcCount += remainder;
remainder = 0;
}
}
else //Start date in future.
//See if the count exceeds the difference between the start and stop date of this repeat charge.
{
int difference = ((charge.DateStop.Year - charge.DateStart.Year) * 12) + (charge.DateStop.Month - charge.DateStart.Month);
int combinedCount = _listProcedureCharge[index].ProcCount + remainder;
if (combinedCount > difference)
{
//Hit the stop date.
_listProcedureCharge[index].HasReachedStopDate = true;
remainder = combinedCount - difference;
_listProcedureCharge[index].ProcCount = difference;
}
else
{
_listProcedureCharge[index].ProcCount += remainder;
remainder = 0;
}
}
}
}
}
}
}