Payment plan calculation rule: Commission

version = 1
status = active
UUID = a23b6d567-5cc1-eeee-ak47-2a99c235eaa8
calculation_rule_name = “payment: commission“

type = account_payable

sub_type = commissions

dateValidTo = None

dateValidFrom = 2000-01-01

list of impacted parameters: NULL (will take data from product, claims … )

description = “ This calculation will, for the selected level and product, calculate how much the insurance need to pay the commission to EO “

Service

activeForObject(self, instance, context, type, sub_type)

instance.__class__ == PaymentPan and context IN (submit) and self.checkCalculation(instance)

check_calculation

return true (to be updated once real payment plan will be in place)

calculate(cls, instance, *args[date_from, date_to, productid, location])

instance.__class__ == PaymentPlan

get all paid contribution that are eligible for commission

create a bill through the converters

billCreationFromCalculation(date_from, date_to, type, sub_type, product_id, location)

Registration on signals from other module(existing or not):

• billCreationFromCalculation

Batchrun will trigger billCreationFromCalculation and will send: when the payment plan would be deliver the batch run page could be replaced by payment plan (this page could call billCreationFromCalculation service on selected payment plans) page and bill page.

if active_for_object(<fakepaymentplan>, 'submit', type, sub_type):

calculate(cls, <fakepaymentplan>, *args[date_from, date_to, productid, location])

Converters

1. one accountPayable per EO,

   1. one asset (line) per product/commission, sum of policy value as quantity, commission as unit price, product account code as ledger account

   2. one asset (line) per policy : policy value as quantity, commission as unit price, product account code as ledger account (dependent detail as asset description)