///<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>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;
}
///<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;
}
}
}
}
}
}
}
