Deletion

in open imis nothing is deleted to keep a good auditing level therefore when a user delete, he actually set a flag in the database raw, in order to see the deleted item a “show deleted” option will be available in the search, “isDeleted” flag will be added on the database Model

Nice to have a Undelete in place of the delete for deleted Item

The material UI Delete might be used for the delete button

The material UI RestoreFromTrashmight be used for the delete button (nicer to have)

Activation

For now few item could be deactivated, this will be true for calculation only, therefore “isActive” won’t be part of the standard model for now.

Material UI switch might be used

Auditing / History

The Django module django-simple-history will be use to keep track of all the changes done in the instance

A history journal should be available for a given instance, the format need to be defined.

UI Material Icon TrackChanges might be used

Replace/Edit

Replace and edit are two different actions, edit will update the instance meaning that this update will also impact the time before the edit, e.g. if a policyHolder insuree is edited to change its income, if a contract need to be generated in the past (still after PHnsuree DateValidFrom) this contract will take the edited income. But if the same PH insuree need to be replace by another version; this means that the former instance (fi) will have its dateValidTo set to dateValidFrom of the new instance(ni) (if fi.dateValidTo is null or greater than ni.dateValidFrom)

Material UI “redo“ might be used for replace

Material UI “edit“ might be used for edit

Wording (to be discused):

• Replace is “Apply changes From a new date”

• Edit is “Apply changes From DateValidTo”