...

• create

  • run service updateFromPHInsuree

  • NotifiedAmount = ContractValuation(false)

  • Contract state will become “Draft”

• edit/update

  • check rights for contract / amendments

  • check status

    • if in “draft”/ “request for information“ / “counter“ only the code cannot be changed,

    • if in “Negotiable” changes are possible only with the authority “Approve/ask for change”

• delete

  • check rights

  • block deleting contract not in Updateable or Approvable state

• submit

  • check right

  • RectifiedAmount = ContractValuation(false)

  • create Contractcontribution (see createcontractContribution service)

  • send signal

  • Contract state will become “Negotiable”

• approved

  • check rights (Approve/ask for change)

  • send signal

  • RectifiedAmount = ContractValuation(true)

  • create Contractpayment (see createcontractPayment service)

  • Contract state will become “Executable”

• counter

  • check right (Approve/ask for change)

  • Contract state will become “counter”,

• renew

  • create a new contract that follow the existing active contract (if not yet existing)

• amend

  • check rights

  • create a new “amendment“ contract from the last amendement

  • increment Amendment of 1 (i.e. 1st amendment will have 1, 2nd: 2 … )

  • change status of the previous contract/amendement to 6 “addendum“

• ContractValuation(bool save)

  • create the ContractContributionPlanDetails based on the ContractDetails

    • save them only if the save param is true

  • return the total amount

• createContribution

  • create the contributions based on the ContractContributionPlanDetails

• createcontractPayment

  • create a payment that cover all contributions related to the contract

• updateFromPHInsuree

  • if PH is set, Update the ContractDetails based on the PHInsuree

• getNegativeAmountAmendement (creditnote)

  • look for approved contract (amendement) for that PH that have a negative AmountDue

• activateContractedPolicies (listen to payment signal)

  • Activate the policy related to the contract (create policy insuree for the contract period + grace period)

  • Contract state will become “effective”,

  • change status to 7 - Effective

• TerminateContract

  • previous contract of the (DateValidTo) will become “terminated“

• PHInsureToCDetatils

  • Takes a PHinsuree as input and a contractDetails as output where the insuree and the CPB from the PH insureee will be used

  • This is likely to be called by the mutation to create details from front end when the PH is set

Signal

ApprovedContract

• Use Django Email to send payment notificaiton (it means that the setting in code should use Env var for the EMAIL settings)

• Use text from configuration using django LANGUAGE CODE

Config

"ContractState":[

{

"value":"1",
"label":{
"fr":"Demande d'information",
"en":"Request for information"

...

“Approvable”:[ “Negotiable“]

“payment_notification“:{“en“:”Dear <CONTACT-NAME>\n The contract<CONTRACT-CODE> - <CONTRACT-NAME> was approved\n Please proceed to the payment of <CONTRACT-DUEAMOUNT> with the reference <CONTRACT-PAYMENT-REFERENCE>\n Best regards ” , “fr“:”Monsieur, Madame <CONTACT-NAME>\n le contract<CONTRACT-CODE> - <CONTRACT-NAME> à été apprové\n Veuillez faire un paiement de <CONTRACT-DUEAMOUNT> avec la référence <CONTRACT-PAYMENT-REFERENCE>\n Meilleurs Salutations ”}

Front end detail design

menu

...