public static bool IsTransworldEnabled(long clinicNum)
{
//No need to check RemotingRole;no call to db.
Program progCur = Programs.GetCur(ProgramName.Transworld);
if (progCur == null || !progCur.Enabled)
{
return(false);
}
Dictionary <long, List <ProgramProperty> > dictAllProps = ProgramProperties.GetForProgram(progCur.ProgramNum)
.GroupBy(x => x.ClinicNum)
.ToDictionary(x => x.Key, x => x.ToList());
if (dictAllProps.Count == 0)
{
return(false);
}
List <long> listDisabledClinicNums = new List <long>();
if (!PrefC.HasClinicsEnabled)
{
return(TsiTransLogs.ValidateClinicSftpDetails(dictAllProps[0], false));
}
List <Clinic> listAllClinics = Clinics.GetDeepCopy();
listDisabledClinicNums.AddRange(dictAllProps.Where(x => !TsiTransLogs.ValidateClinicSftpDetails(x.Value, false)).Select(x => x.Key));
listDisabledClinicNums.AddRange(listAllClinics
.FindAll(x => x.IsHidden || (listDisabledClinicNums.Contains(0) && !dictAllProps.ContainsKey(x.ClinicNum)))//if no props for HQ, skip other clinics without props
.Select(x => x.ClinicNum)
);
return(!listDisabledClinicNums.Contains(clinicNum));
}
///<summary>Creates and inserts a discount adjustment for the passed in procedure. Used by prepayment tool.</summary>
public static void CreateDiscountAdjustment(Procedure proc, double discountPercentage, long adjType)
{
Adjustment adj = new Adjustment {
DateEntry = DateTime.Today,
AdjDate = DateTime.Today,
ProcDate = proc.ProcDate,
ProvNum = proc.ProvNum,
ProcNum = proc.ProcNum,
ClinicNum = proc.ClinicNum,
PatNum = proc.PatNum,
AdjType = adjType,
AdjAmt = -(proc.ProcFee * discountPercentage) //Flip the sign to make it a negative adjustment.
};
Adjustments.Insert(adj);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adj);
}
///<summary>Creates a new discount adjustment for the given procedure.</summary>
public static void CreateAdjustmentForDiscount(Procedure procedure)
{
//No need to check RemotingRole; no call to db.
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.DateEntry = DateTime.Today;
AdjustmentCur.AdjDate = DateTime.Today;
AdjustmentCur.ProcDate = procedure.ProcDate;
AdjustmentCur.ProvNum = procedure.ProvNum;
AdjustmentCur.PatNum = procedure.PatNum;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.TreatPlanDiscountAdjustmentType);
AdjustmentCur.ClinicNum = procedure.ClinicNum;
AdjustmentCur.AdjAmt = -procedure.Discount; //Discount must be negative here.
AdjustmentCur.ProcNum = procedure.ProcNum;
Insert(AdjustmentCur);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(AdjustmentCur);
}
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>Creates a new discount adjustment for the given procedure using the discount plan fee.</summary>
public static void CreateAdjustmentForDiscountPlan(Procedure procedure)
{
//No need to check RemotingRole; no call to db.
DiscountPlan discountPlan = DiscountPlans.GetPlan(Patients.GetPat(procedure.PatNum).DiscountPlanNum);
if (discountPlan == null)
{
return; //No discount plan.
}
//Figure out how much the patient saved and make an adjustment for the difference so that the office find how much money they wrote off.
double discountAmt = Fees.GetAmount(procedure.CodeNum, discountPlan.FeeSchedNum, procedure.ClinicNum, procedure.ProvNum);
if (discountAmt == -1)
{
return; //No fee entered, don't make adjustment.
}
double adjAmt = procedure.ProcFee - discountAmt;
if (adjAmt <= 0)
{
return; //We do not need to create adjustments for 0 dollars.
}
Adjustment adjustmentCur = new Adjustment();
adjustmentCur.DateEntry = DateTime.Today;
adjustmentCur.AdjDate = DateTime.Today;
adjustmentCur.ProcDate = procedure.ProcDate;
adjustmentCur.ProvNum = procedure.ProvNum;
adjustmentCur.PatNum = procedure.PatNum;
adjustmentCur.AdjType = discountPlan.DefNum;
adjustmentCur.ClinicNum = procedure.ClinicNum;
adjustmentCur.AdjAmt = (-adjAmt);
adjustmentCur.ProcNum = procedure.ProcNum;
Insert(adjustmentCur);
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, procedure.PatNum, "Adjustment made for discount plan: " + adjustmentCur.AdjAmt.ToString("f"));
}
///<summary>Sends an SFTP message to TSI to suspend the account for the guarantor passed in. Returns empty string if successful.
///Returns a translated error message that should be displayed to the user if anything goes wrong.</summary>
public static string SuspendGuar(Patient guar)
{
PatAging patAging = Patients.GetAgingListFromGuarNums(new List <long>()
{
guar.PatNum
}).FirstOrDefault();
if (patAging == null) //this would only happen if the patient was not in the db??, just in case
{
return(Lans.g("TsiTransLogs", "An error occurred when trying to send a suspend message to TSI."));
}
long clinicNum = (PrefC.HasClinicsEnabled?guar.ClinicNum:0);
Program prog = Programs.GetCur(ProgramName.Transworld);
if (prog == null) //shouldn't be possible, the program link should always exist, just in case
{
return(Lans.g("TsiTransLogs", "The Transworld program link does not exist. Contact support."));
}
Dictionary <long, List <ProgramProperty> > dictAllProps = ProgramProperties.GetForProgram(prog.ProgramNum)
.GroupBy(x => x.ClinicNum)
.ToDictionary(x => x.Key, x => x.ToList());
if (dictAllProps.Count == 0) //shouldn't be possible, there should always be a set of props for ClinicNum 0 even if disabled, just in case
{
return(Lans.g("TsiTransLogs", "The Transworld program link is not setup properly."));
}
if (PrefC.HasClinicsEnabled && !dictAllProps.ContainsKey(clinicNum) && dictAllProps.ContainsKey(0))
{
clinicNum = 0;
}
string clinicDesc = clinicNum == 0?"Headquarters":Clinics.GetDesc(clinicNum);
if (!dictAllProps.ContainsKey(clinicNum) ||
!ValidateClinicSftpDetails(dictAllProps[clinicNum], true)) //the props should be valid, but this will test the connection using the props
{
return(Lans.g("TsiTransLogs", "The Transworld program link is not enabled") + " "
+ (PrefC.HasClinicsEnabled?(Lans.g("TsiTransLogs", "for the guarantor's clinic") + ", " + clinicDesc + ", "):"")
+ Lans.g("TsiTransLogs", "or is not setup properly."));
}
List <ProgramProperty> listProps = dictAllProps[clinicNum];
long newBillType = PrefC.GetLong(PrefName.TransworldPaidInFullBillingType);
if (newBillType == 0 || Defs.GetDef(DefCat.BillingTypes, newBillType) == null)
{
return(Lans.g("TsiTransLogs", "The default paid in full billing type is not set. An automated suspend message cannot be sent until the "
+ "default paid in full billing type is set in the Transworld program link")
+ (PrefC.HasClinicsEnabled?(" " + Lans.g("TsiTransLogs", "for the guarantor's clinic") + ", " + clinicDesc):"") + ".");
}
string clientId = "";
if (patAging.ListTsiLogs.Count > 0)
{
clientId = patAging.ListTsiLogs[0].ClientId;
}
if (string.IsNullOrEmpty(clientId))
{
clientId = listProps.Find(x => x.PropertyDesc == "ClientIdAccelerator")?.PropertyValue;
}
if (string.IsNullOrEmpty(clientId))
{
clientId = listProps.Find(x => x.PropertyDesc == "ClientIdCollection")?.PropertyValue;
}
if (string.IsNullOrEmpty(clientId))
{
return(Lans.g("TsiTransLogs", "There is no client ID in the Transworld program link")
+ (PrefC.HasClinicsEnabled?(" " + Lans.g("TsiTransLogs", "for the guarantor's clinic") + ", " + clinicDesc):"") + ".");
}
string sftpAddress = listProps.Find(x => x.PropertyDesc == "SftpServerAddress")?.PropertyValue ?? "";
int sftpPort;
if (!int.TryParse(listProps.Find(x => x.PropertyDesc == "SftpServerPort")?.PropertyValue ?? "", out sftpPort))
{
sftpPort = 22; //default to port 22
}
string userName = listProps.Find(x => x.PropertyDesc == "SftpUsername")?.PropertyValue ?? "";
string userPassword = listProps.Find(x => x.PropertyDesc == "SftpPassword")?.PropertyValue ?? "";
if (new[] { sftpAddress, userName, userPassword }.Any(x => string.IsNullOrEmpty(x)))
{
return(Lans.g("TsiTransLogs", "The SFTP address, username, or password for the Transworld program link") + " "
+ (PrefC.HasClinicsEnabled?(Lans.g("TsiTransLogs", "for the guarantor's clinic") + ", " + clinicDesc + ", "):"") + Lans.g("TsiTransLogs", "is blank."));
}
string msg = TsiMsgConstructor.GenerateUpdate(patAging.PatNum, clientId, TsiTransType.SS, 0.00, patAging.AmountDue);
try {
byte[] fileContents = Encoding.ASCII.GetBytes(TsiMsgConstructor.GetUpdateFileHeader() + "\r\n" + msg);
TaskStateUpload state = new Sftp.Upload(sftpAddress, userName, userPassword, sftpPort)
{
Folder = "/xfer/incoming",
FileName = "TsiUpdates_" + DateTime.Now.ToString("yyyyMMddhhmmss") + ".txt",
FileContent = fileContents,
HasExceptions = true
};
state.Execute(false);
}
catch (Exception ex) {
return(Lans.g("TsiTransLogs", "There was an error sending the update message to Transworld")
+ (PrefC.HasClinicsEnabled?(" " + Lans.g("TsiTransLogs", "using the program properties for the guarantor's clinic") + ", " + clinicDesc):"") + ".\r\n"
+ ex.Message);
}
//Upload was successful
TsiTransLog log = new TsiTransLog()
{
PatNum = patAging.PatNum,
UserNum = Security.CurUser.UserNum,
TransType = TsiTransType.SS,
//TransDateTime=DateTime.Now,//set on insert, not editable by user
//DemandType=TsiDemandType.Accelerator,//only valid for placement msgs
//ServiceCode=TsiServiceCode.Diplomatic,//only valid for placement msgs
ClientId = clientId,
TransAmt = 0.00,
AccountBalance = patAging.AmountDue,
FKeyType = TsiFKeyType.None, //only used for account trans updates
FKey = 0, //only used for account trans updates
RawMsgText = msg,
ClinicNum = clinicNum
//,TransJson=""//only valid for placement msgs
};
TsiTransLogs.Insert(log);
//update family billing type to the paid in full billing type pref
Patients.UpdateFamilyBillingType(newBillType, patAging.PatNum);
return("");
}
///<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);
}
