Contribution plan calculation rule: legacy contribution

github: https://github.com/openimis/openimis-be-calcrule-contribution-legacy

version = 1
status = active
UUID = 2aee6d54-eef4-4ee6-1c47-2793cfa5f9a8
calculation_rule_name = “Contribution: legacy“

type = account_receivable

sub_type = contribution

dateValidTo = None

dateValidFrom = 2000-01-01

from_to: [{“from”:”Policy”,”to”:”Invoice”}, {“from”:”ContractContributionPlanDetails”,”to”:”InvoiceLine”},]

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 insuree will have to pay based on the product modeling, it will also manage the conversion into an invoice“

Service

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

instance.class == (ContributionPan and context IN (submit)) and self.checkCalculation(instance)

check_calculation(cls, instance)

class= class of instance

match = False

if class == ContributionPlan

  match =self.UUID == instance.calculation

else if class == PH insuree

  match = checkCalculation(instance.cpb)

else if class == ContractDetails:

  match =checkCalculation(instance.cpb)

else if class == ContractContributionPlanDetails

  match =checkCalculation(instance.cp)

else if class == ContributionPlanBundle:

  for cp in instance.cp

    if checkCalculation(cp)

      match = True

      break

// for legacy the calculation is valid for all famillies

else if class == Familly

match = True

break

calculate(cls, instance, “context“: value/duration/members default null, *args[date_from, date_to, productid, location])

instance.class == `ContractContributionPlanDetails` OR Policies

https://github.com/openimis/openimis-be-policy_py/blob/develop/policy/values.py

convert(from, to, obj_from)

to convert a “from” object (obj_from) to a to object

from = ‘Contract' / 'Policy’

to = 'Invoice'

obj_from policy/contract obj

Wrappers are required to attach “convert“ function to those signal

Policy activated (obj_from is the instance from the signal data)

returns the obj_to

convert_batch(from, to, **agrv)

→ only required for informal sector

argv : product or dateStart, dateEnd, location (optionnal)

Informal sector / from Policy to Invoice: this function will take the all polices related to the product (all product if not specified) that have no invoice and were created in the period specified in the specified location if any

Save the invoice in database

getLinkedClass(classname)

ListClass = []

if class == ContributionPlan or class == None

  ListClass.amend(Calculation)

else if class == PH insuree or class == None

  ListClass.amend( ContributionPlanBundle)

else if class == ContractDetails or class == None

  ListClass.amend( ContributionPlanBundle)

else if class == ContractContributionPlanDetails or class == None

  ListClass.amend(ContributionPlan)

else if class == ContributionPlanBundle or class == None

  ListClass.amend(ContributionPlan)

Converter

informal sector

1 invoice per policy, with 1 invoiceLineItem, dependants might be documented in the details invoiceItemLine

Invoice:

field	type	comment
subject_type	json	Familly
subject_id	json	FamillyID
thirdparty_type	str	Insuree
thirdparty_id	id/uuid	InsureeID
code	str	IV-[PRODUCT code]-CHFID-YYMM
date_due	date	policy effective date
date_invoice	date	Date of the enrolment
*dateValidFrom	date	validFrom: policy effective date
*dateValidTo	date	validTo: policy expiry date
amount_discount	float	total of the detail discount
amount_net	float	Total without tax
tax_analysis	json	`null`
amount_total	float	total net
status	int	validated
currency_rcp_code	str	default-curency
currency_code	str	default-curency-code
note	bigttext
terms	bigttext

InvoiceItem

field	type	comment
HistoryBusinessModel fields		validFrom: Policy efective date validTo:Policy exiry date
line_id		policy_id
line_type		policy
code	str	PRODUCT-code
description	str	PRODUCT-label
details	json	Dependant otherName, name, gender, age, relation to insuree
ledger_account	int	Product premium accounting code
quantity	float	1
unit_price	type	BASE Policy Value
discount	float	renewal discount …
tax_rate	Calculation uuid	null
tax_analysis	json
amount_total	float	net +tax
amount_net		qty * unitprice - discount

Contribution overall process (documentation purpose only) unit price

Contract:

the invoice of a contract will match the contract value and details.

Registration on signals from other module(existing or not)

contractApproved
invoiceCreationFromCalculation

Converters:

Invoice

field	type	comment
subject_type	str	Contract
subject_id	id/uuid	ContractID
thirdparty_type	str	PolicyHolder
thirdparty_id	id/uuid	PolicyHolderID
code	str	IV-[contract code]
date_due	date	contract-payment-due
date_invoice	date	Date of the contract approved
*dateValidFrom	date	validFrom: contract validFrom
*dateValidTo	date	validTo:contract validTo
amount_discount	float	total of the detail discount
amount_net	float	Total without tax
tax_analysis	json
amount_total	float	total net
status	int	validated
currency_rcp_code	str	default-curency
currency_code	str	default-curency-code
note	bigttext
terms	bigttext

invoiceItem

field	type	comment
HistoryBusinessModel fields		validFrom: contractDetails validFrom validTo:contract contractDetails validTo
line_id		ContractContributionPlanDetails id
line_type		ContractContributionPlanDetails
code	str	Product-code
description	str	product-desc
details	json	Dependant otherName, name, gender, age, relation to insuree
ledger_account	int	Product premium accounting code
quantity	float	1
unit_price	type	contractdetail Value
discount	float
tax_rate	Calculation uuid	null
tax_analysis	json
amount_total	float	net
amount_net		qty * unitprice - discount

openIMIS

Contribution plan calculation rule: legacy contribution

description = “ This calculation will, for the selected level and product, calculate how much the insuree will have to pay based on the product modeling, it will also manage the conversion into an invoice“

Service

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

instance.class == (ContributionPan and context IN (submit)) and self.checkCalculation(instance)

check_calculation(cls, instance)

calculate(cls, instance, “context“: value/duration/members default null, *args[date_from, date_to, productid, location])

instance.class == `ContractContributionPlanDetails` OR Policies

convert_batch(from, to, **agrv)

getLinkedClass(classname)

Converter

informal sector

Contract:

ContractContributionPlanDetails id

ContractContributionPlanDetails

Did you encounter a problem or do you have a suggestion?

Please contact our Service Desk

Contribution plan calculation rule: legacy contribution

description = “ This calculation will, for the selected level and product, calculate how much the insuree will have to pay based on the product modeling, it will also manage the conversion into an invoice“

Service

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

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

check_calculation(cls, instance)

calculate(cls, instance, “context“: value/duration/members default null, *args[date_from, date_to, productid, location])

instance.__class__ == ContractContributionPlanDetails OR Policies

convert_batch(from, to, **agrv)

getLinkedClass(classname)

Converter

informal sector

Contract:

ContractContributionPlanDetails id

ContractContributionPlanDetails

Did you encounter a problem or do you have a suggestion?

Please contact our Service Desk

instance.class == (ContributionPan and context IN (submit)) and self.checkCalculation(instance)

instance.class == `ContractContributionPlanDetails` OR Policies