///<summary>Updates a selected row with the user selected values. Returns the new RemAfter value for the passed in procedure.</summary>
private MultiAdjEntry UpdateAdjValues(MultiAdjEntry row)
{
Def selectedAdjType;
if (listTypePos.SelectedIndex != -1)
{
selectedAdjType = _listAdjPosCats[listTypePos.SelectedIndex];
}
else //Nothing was selected in listTypePos so there has to be a selection for negative.
{
selectedAdjType = _listAdjNegCats[listTypeNeg.SelectedIndex];
}
//set prov
if (((ODBoxItem <Provider>)comboProv.SelectedItem).Text == "Inherit") //Inherit was carefully approved by Nathan (and reluctantly Allen)
{
if (row.Proc != null)
{
row.Adj.ProvNum = row.Proc.ProvNum;
}
}
else
{
row.Adj.ProvNum = ((ODBoxItem <Provider>)comboProv.SelectedItem).Tag.ProvNum;
}
//set clinic
long selectedClinicNum = 0;
if (PrefC.HasClinicsEnabled)
{
if (((ODBoxItem <Clinic>)comboClinic.SelectedItem).Text == "Inherit")
{
if (row.Proc != null)
{
selectedClinicNum = row.Proc.ClinicNum;
}
}
else
{
selectedClinicNum = ((ODBoxItem <Clinic>)comboClinic.SelectedItem).Tag.ClinicNum;
}
}
row.Adj.AdjType = selectedAdjType.DefNum;
row.Adj.ClinicNum = selectedClinicNum;
row.Adj.AdjDate = PIn.Date(dateAdjustment.Text);
row.Adj.AdjNote = PIn.String(textNote.Text);
row.Adj.PatNum = _patCur.PatNum;
if (row.Proc == null) //Unassigned adjustments have to be fixed amounts, or else they will be 0.
{
row.AdjAmtType = AdjAmtType.FixedAmt;
}
else
{
row.AdjAmtType = SetAdjAmtType();
}
row.AdjAmtOrPerc = PIn.Double(textAmt.Text);
return(row);
}
///<summary>Adds adjustments to _listGridEntries for the selected procedures (if any) or for an "unattached" proc if no selected entries.</summary>
private void AddAdjustments(List <MultiAdjEntry> listSelectedEntries)
{
//loop through and update all adjustment rows
foreach (MultiAdjEntry adjRow in listSelectedEntries.FindAll(x => x.Adj != null))
{
UpdateAdjValues(adjRow);
}
Def selectedAdjType;
if (listTypePos.SelectedIndex != -1)
{
selectedAdjType = _listAdjPosCats[listTypePos.SelectedIndex];
}
else
{
selectedAdjType = _listAdjNegCats[listTypeNeg.SelectedIndex];
}
//Create new adjustment
Adjustment adjCur = new Adjustment();
adjCur.AdjType = selectedAdjType.DefNum;
adjCur.AdjDate = PIn.Date(dateAdjustment.Text);
adjCur.AdjNote = PIn.String(textNote.Text);
adjCur.PatNum = _patCur.PatNum;
if (listSelectedEntries.Count == 0) //User did not select anything and hit "add", so they must want to add an unattached adjustment.
{
InsertUnattachedRow();
adjCur.ProvNum = _patCur.PriProv;
adjCur.ClinicNum = _patCur.ClinicNum;
adjCur.ProcDate = adjCur.AdjDate;
adjCur.ProcNum = 0;
MultiAdjEntry adjRow = new MultiAdjEntry(adjCur, adjCur.AdjAmt);
adjRow.AdjAmtType = AdjAmtType.FixedAmt;
adjRow.AdjAmtOrPerc = PIn.Double(textAmt.Text);
adjRow.RecalculateAdjAmt(0);
_listGridEntries.Add(adjRow);
}
else //One or more procedure rows selected, create adjustments
{
foreach (MultiAdjEntry procRow in listSelectedEntries.FindAll(x => x.IsProcedureRow())) //Loop through all selected procedures
{
Adjustment adj = adjCur.Clone();
adj.ProcDate = procRow.Proc.ProcDate;
adj.ProcNum = procRow.Proc.ProcNum;
MultiAdjEntry adjRow = new MultiAdjEntry(procRow.Proc, adj, procRow.RemAfter, procRow.AmtRemBefore);
adjRow = UpdateAdjValues(adjRow); //This will set all of the important values from UI selections
adjRow.AdjAmtType = SetAdjAmtType();
adjRow.AdjAmtOrPerc = PIn.Double(textAmt.Text);
_listGridEntries.Add(adjRow);
}
}
}
///<summary>This method converts the AccountEntry objects we get back from AccountModules.GetListUnpaidAccountCharges() to MultiAdjEntry objects.
///These are used to fill the grid and do all relevant logic in this form. This method will return a fresh list of procedures and will not show
///any existing adjustments that may have been made in this form already. Called on load and when checkShowImplicit is clicked.
///When called from checkShowImplicit any existing adjustments made will not be shown.(Ask Andrew about this functionality)</summary>
private List <MultiAdjEntry> FillListGridEntries(CreditCalcType calc)
{
List <MultiAdjEntry> retVal = new List <MultiAdjEntry>();
#region Get required data
List <Procedure> listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patCur.PatNum
});
//Does not get charges for the future.
List <PaySplit> listPaySplits = PaySplits.GetForPats(new List <long> {
_patCur.PatNum
}).Where(x => x.UnearnedType == 0).ToList();
List <Adjustment> listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patCur.PatNum
});
//Might contain payplan payments. Do not include unearned.
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patCur.PatNum), _patCur.PatNum).ToList();
List <ClaimProc> listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patCur.PatNum
});
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcedures.Select(x => x.ProcNum).ToList());
#endregion
List <AccountEntry> listAccountCharges = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, calc, new List <PaySplit>());
List <AccountEntry> listAccountChargesIncludeAll = null;
if (calc == CreditCalcType.ExcludeAll)
{
//We need to get all credits so that our AmtRemBefore can reflect what has truly been allocated to the procedure.
listAccountChargesIncludeAll = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, CreditCalcType.IncludeAll, new List <PaySplit>());
}
MultiAdjEntry multiEntry = null;
foreach (AccountEntry entry in listAccountCharges)
{
//We only want AccountEntries that are completed procedures.
if (entry.GetType() != typeof(ProcExtended))
{
continue;
}
ProcExtended procEntry = (ProcExtended)entry.Tag;
if ((_listSelectedProcs != null && _listSelectedProcs.Any(x => x.ProcNum == procEntry.Proc.ProcNum)) || //Allow selected procs to show if paid off
entry.AmountEnd != 0) //All unpaid procedures should always show up per Nathan
{
double amtRemBefore = (double)(listAccountChargesIncludeAll?.FirstOrDefault(x => x.Tag.GetType() == typeof(ProcExtended) &&
((ProcExtended)x.Tag).Proc.ProcNum == procEntry.Proc.ProcNum) ?? entry).AmountStart;
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, amtRemBefore);
retVal.Add(multiEntry);
}
}
OrderListGridEntries();
return(retVal);
}
private void butDelete_Click(object sender, EventArgs e)
{
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++)
{
MultiAdjEntry selectedRow = (MultiAdjEntry)gridMain.Rows[gridMain.SelectedIndices[i]].Tag;
if (selectedRow.Adj != null) //user selected an adjustment row
{
if (selectedRow.Proc == null) //unattached adjustment
{
_listGridEntries.Remove(selectedRow);
continue;
}
_listGridEntries.RemoveAll(x => x.AdjustmentEntryNum == selectedRow.AdjustmentEntryNum); //Should only be one, but will clean up accidental duplicates if a bug occurs
}
}
butAdd.Enabled = true;
FillGrid();
}
private void butAdd_Click(object sender, EventArgs e)
{
List <MultiAdjEntry> listSelectedEntries = new List <MultiAdjEntry>();
for (int i = 0; i < gridMain.SelectedIndices.Count(); i++)
{
listSelectedEntries.Add((MultiAdjEntry)(gridMain.Rows[gridMain.SelectedIndices[i]].Tag));
}
#region User Input Validation
if (listSelectedEntries.Count() == 0 && _rigorousAdjustments == 0)
{
MsgBox.Show(this, "You must select a procedure to add the adjustment to.");
return;
}
if (listTypePos.SelectedIndex == -1 && listTypeNeg.SelectedIndex == -1)
{
MsgBox.Show(this, "Please pick an adjustment type.");
return;
}
if (comboProv.SelectedIndex == -1)
{
MsgBox.Show(this, "Please pick a provider.");
return;
}
if (PrefC.HasClinicsEnabled && comboClinic.SelectedIndex == -1)
{
MsgBox.Show(this, "Please pick a clinic.");
return;
}
if (string.IsNullOrWhiteSpace(dateAdjustment.Text) || dateAdjustment.errorProvider1.GetError(dateAdjustment) != "")
{
MsgBox.Show(this, "Please enter a valid date.");
return;
}
if (PIn.Date(dateAdjustment.Text) > DateTime.Today && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustments cannot be made for future dates");
return;
}
if (string.IsNullOrWhiteSpace(textAmt.Text) || textAmt.errorProvider1.GetError(textAmt) != "")
{
MsgBox.Show(this, "Please enter a valid amount.");
return;
}
#endregion
//loop through and update all adjustment rows
foreach (MultiAdjEntry adjRow in listSelectedEntries.FindAll(x => x.Adj != null))
{
UpdateAdjValues(adjRow);
}
Def selectedAdjType;
if (listTypePos.SelectedIndex != -1)
{
selectedAdjType = _listAdjPosCats[listTypePos.SelectedIndex];
}
else
{
selectedAdjType = _listAdjNegCats[listTypeNeg.SelectedIndex];
}
//Create new adjustment
Adjustment adjCur = new Adjustment();
adjCur.AdjType = selectedAdjType.DefNum;
adjCur.AdjDate = PIn.Date(dateAdjustment.Text);
adjCur.AdjNote = PIn.String(textNote.Text);
adjCur.PatNum = _patCur.PatNum;
if (listSelectedEntries.Count == 0) //User did not select anything and hit "add", so they must want to add an unattached adjustment.
{
InsertUnattachedRow();
adjCur.ProvNum = _patCur.PriProv;
adjCur.ClinicNum = _patCur.ClinicNum;
adjCur.ProcDate = adjCur.AdjDate;
adjCur.ProcNum = 0;
MultiAdjEntry adjRow = new MultiAdjEntry(adjCur, adjCur.AdjAmt);
adjRow.AdjAmtType = AdjAmtType.FixedAmt;
adjRow.AdjAmtOrPerc = PIn.Double(textAmt.Text);
adjRow.RecalculateAdjAmt(0);
_listGridEntries.Add(adjRow);
}
else //One or more procedure rows selected, create adjustments
{
foreach (MultiAdjEntry procRow in listSelectedEntries.FindAll(x => x.IsProcedureRow())) //Loop through all selected procedures
{
Adjustment adj = adjCur.Clone();
adj.ProcDate = procRow.Proc.ProcDate;
adj.ProcNum = procRow.Proc.ProcNum;
MultiAdjEntry adjRow = new MultiAdjEntry(procRow.Proc, adj, procRow.RemAfter);
adjRow = UpdateAdjValues(adjRow); //This will set all of the important values from UI selections
adjRow.AdjAmtType = SetAdjAmtType();
adjRow.AdjAmtOrPerc = PIn.Double(textAmt.Text);
_listGridEntries.Add(adjRow);
}
}
gridMain.Title = "Available Procedures with Adjustments";
FillGrid();
}
///<summary>This method converts the AccountEntry objects we get back from AccountModules.GetListUnpaidAccountCharges() to MultiAdjEntry objects.
///These are used to fill the grid and do all relevant logic in this form. This method will return a fresh list of procedures and will not show
///any existing adjustments that may have been made in this form already. Called on load and when checkShowImplicit is clicked.
///When called from checkShowImplicit any existing adjustments made will not be shown.(Ask Andrew about this functionality)</summary>
private List <MultiAdjEntry> FillListGridEntries(CreditCalcType calc)
{
//CONSIDER ANY CHANGES MADE HERE MAY ALSO NEED TO BE ADDED TO FormProcSelect.
List <MultiAdjEntry> retVal = new List <MultiAdjEntry>();
#region Get required data
List <Procedure> listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patCur.PatNum
});
//Does not get charges for the future.
List <PaySplit> listPaySplits = PaySplits.GetForPats(new List <long> {
_patCur.PatNum
}).Where(x => x.UnearnedType == 0).ToList();
List <Adjustment> listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patCur.PatNum
});
//Might contain payplan payments. Do not include unearned.
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patCur.PatNum), _patCur.PatNum).ToList();
List <ClaimProc> listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patCur.PatNum
});
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcedures.Select(x => x.ProcNum).ToList());
#endregion
List <AccountEntry> listAccountCharges = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments, listPaySplits, listClaimProcs
, listPayPlanCharges, listInsPayAsTotal, calc, new List <PaySplit>());
List <AccountEntry> listAccountChargesIncludeAll = null;
if (calc == CreditCalcType.ExcludeAll)
{
//We need to get all credits so that our AmtRemBefore can reflect what has truly been allocated to the procedure.
listAccountChargesIncludeAll = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, CreditCalcType.IncludeAll, new List <PaySplit>());
}
MultiAdjEntry multiEntry = null;
foreach (AccountEntry entry in listAccountCharges)
{
//We only want AccountEntries that are completed procedures.
if (entry.GetType() != typeof(ProcExtended))
{
continue;
}
ProcExtended procEntry = (ProcExtended)entry.Tag;
bool isProcSelectedInAccount = false;
if (_listSelectedProcs != null && _listSelectedProcs.Any(x => x.ProcNum == procEntry.Proc.ProcNum))
{
isProcSelectedInAccount = true;
}
if (calc == CreditCalcType.ExcludeAll) //show everything. Regardless of procs loading window or amount remaining.
{
double amtRemBefore = (double)(listAccountChargesIncludeAll?.FirstOrDefault(x => x.Tag.GetType() == typeof(ProcExtended) &&
((ProcExtended)x.Tag).Proc.ProcNum == procEntry.Proc.ProcNum) ?? entry).AmountStart;
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, amtRemBefore);
retVal.Add(multiEntry);
}
else if (calc.In(CreditCalcType.IncludeAll, CreditCalcType.AllocatedOnly) && (entry.AmountEnd != 0 || isProcSelectedInAccount))
{
//Unpaid procedures should always show per Nathan. If proc was specifically selected before entering window, show it anyways.
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, (double)entry.AmountStart);
retVal.Add(multiEntry);
}
}
OrderListGridEntries();
return(retVal);
}