This document summarizes the openIMIS features provided by the Persons & Families module.
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Classical search/result panel page, with classical search criteria (family name,…).
Note about the ‘historical’ checkbox:
The search in ‘historical’ values makes the assumption that archiving is performed “in live table”. This mechanism is under review (for performance reasons). This criteria may not be available anymore (depending on the new archiving mechanism chosen).
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Pagination in tables (as for claims)
column sorting (as for claims)
payment summary list contribution (on top of or as replacement of contributions)
Questions, remarks and warnings:
In contribution section, straight link to Payer may not be possible (until Payer module is migrated)
Adding a Family
Simple menu entry to a ‘blank’ Family/Group Page (here under).
Note:
When creating a new Family/Group, user is required to provide the Family and Family Holder (who is an isuree) at the same time. In the database schema, there are 2 ‘opposite’ foreign keys:
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Since FK fields are ‘not null’ on both sides, the only way to add records in these tables (from django model) is to continuously activate/deactivate the FKs.
In order to prevent this, we are proposing to will make (via django migration) the InsureeID FamilyID field in tblFamilies insuree table optional. This will allow us to create the Family Insuree entity without any referenced Insuree… to a family… and once the Insuree Family created (with a mandatory FK to the FamilyInsuree), reference the Family holder it belongs to (InsureeIDFamilyID) in the tblFamilies table.
Editing a Family/Group
Simple link from the “Find Family” page to pre-filled Family/Group Page (here under).
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Classical search/result panel page, with classical search criteria (insuree name,…).
Note: same remark as in Find Family about the ‘historical’ checkbox - it relies on current archiving mechanism (which is under review)
Adding an Insuree
Simple link to a ‘blank’ Insuree Page (here under).
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