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 RestoreFromTrash
might 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”