Coog 1.12 Release Note [EN]

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Contract

  • Configuration and notifications triggering on a contract following an event. Treatment process configuration on notifications (Reimbursement task on void contract after 15 days if no direct debit reject)
  • Allow filtering by initial start date
  • Add a field with the number of sub-covered elements since the contracts initial start date
  • Take maturity date into account when ordering automatic reconciliation
  • Show voided/terminated contracts with non-zero balance_today using red colored text
  • Add payment suspensions for unpaid contracts and automatic activation once paid
  • Add termination mode at the dunning’s effective date
  • Deactivate dunnings on a terminated contract
  • Set void state on a contract in the case where an unpaid premium event occurs before the contract start date
  • Allow view of merged payments grouped by contracts
  • A contract has an unique external number set by an other system
  • Add configuration to option descriptions in order to define rules for automatic events
  • Add batches to invoice contracts against their balance
  • Add batch chains for declining inactive quotes and terminated contracts
  • Add rule engine function to know if a coverage is already subscribed

Group Contracts

Claim

  • Transfer claim services between contracts
  • Show medical review related to a claim legal entity
  • Show part time in indemnification details status
  • Verify delay between first short term disability and relapse
  • Check if the beneficiary is correct (In case of rupture)
  • Add wizard which allows to enter gross salaries and compute net salaries
  • Fixed amount contributions are no longer related to salary ranges
  • Allow getting specific rates per range in rule engine
  • Add tutorial on how to parameter Coog to calculate a net salary
  • Improve salary display
  • Improve salary range calculation
  • Add last 4 quarters as a salary mode
    • Add annual salaries as a salary mode
    • Add indemnification start date in delivered services

Contract

  • Add a relation between parent company and subsidiary company
  • Add annuities insurance types

Claim

  • Add support for French Eckert law: Claim processing time integration, automatic interest and increase computation
  • Enhance user experience (interface improvements)
  • Add closing reason configuration to losses
  • Show a warning if claim’s declaration date is prior to loss start date
  • Show an error if claim’s declaration date is posterior to current date
  • Add the claimant in default search for claims
  • Check for possible duplicates in claim losses
  • Data capture validation to handle claim regularisation
  • Add insurer delegation levels. Integrate these levels in claim adjudication process
  • Improve the API and performance when delivering a loss
  • Display deduction in loss view
  • Improve deduction period input during indemnification wizard creation
  • Add a button to relaunch the document request wizard in claim process
  • Allow possibility to force validation or rejection of eligibility
  • Allow filtering on loss kind in indemnifications control and validation wizards
  • Filter complementary data on delivered service according to selected rules
  • Initialize end date when return_to_work_date is set
  • Set initial short term disability date when converting to long term disability
  • Add indemnification start date on claim service

Medical Review

  • Configuration for medical review types
  • Allow process configuration for medical review (documents receipts, medical review by doctor, décision)
  • Add tutorial for medical review configuration
  • Use rule engine for custom medical review validation rules
  • Display attachments on medical review
  • Allow to plan a medical review in the future
  • Handle provisional decision configuration
  • Allow to block or halve claim benefit following medical decisions

Payment

  • Add a status to payment groups
  • Trigger an event when creating a payment group
  • Support Paybox System payments
  • Improve the performance of the payment creation wizard
  • Allow to automatically print grouped payments when failing them
  • Manage the execution order of rejection actions
  • Allow to always create a clearing move, even when ft background color based on database name
  • t date in generated .xml filename for grouped payment messages if there is only one
  • Add flexibility in accounting configuration with the use of waiting account
  • Add wizard to create statements from a party, a contract or lines to pay
  • Add batch to generate a generic flux of account moves aggregates
  • Overhaul the way dunnings are created

Endorsement

  • If applying an endorsement on a single contract generates a document it is now stored on the contract
  • Rework covered element and options modification UI
  • Handle linked extra data in endorsement options
  • Add batch to recalculate endorsements
  • Possibility to launch a party endorsement from a contract and propose all parties linked to the contract
  • Manage authorizations per endorsement definition
  • Allow to remove relations via an endorsement
  • Endorsement sets are printable

Documents

  • Restrict document types per user groups
  • Add details to document request lines

Commissions

  • A commission’s base amount is now equal to its amount divided by its rate.
  • Improve performance when cancelling an invoice
  • Add batch chains
  • Add extra details to commissions
  • Set start and end dates for prepayment commissions
  • Configure prepayment behaviour for unpaid invoices
  • Take redeemed prepayments into account when computing a commission’s base amount
  • Add method to engine function which determines whether a contract requires prepayments adjustments
  • Add tools in rule_engine to compute prepayment recovery

Party

  • Add the possibility to merge parties
  • Add long format of gender
  • Add possibility to configure the list of address lines per country
  • Add possibility to search a party by their full name

Premium

  • Add ‘at given date’ premium data to rule engine
  • Add new premium calculation dates based on contract start date

Process

  • Add entry point for process configuration
  • Add calculated team field on tasks
  • Possibility to configure the default start step
  • Add start transitions which are called only once per process
  • Allow to choose the step on which an event starting a process should start
  • Allow to add multiple complete transitions

Reporting

  • The export directory field now supports Genshi as input. Add filename and export directory on flow report templates
  • Add a process method which does not evaluate the document
  • Add possibility to choose a recipient while generating a new report
  • Simplify the report wizard
  • Support email sending with attachments
  • Support mail carbon copy and blind carbon copy
  • Support internal ged storing for generated template attachments
  • Use safe open to support concurrent file writing
  • Add contract and contract options related fields in insurer reports
  • Support for microsoft office document generation

Rule Engine

  • Add tools “type” to rules to categorized technical rules.
  • Add randomization functions to the rule engine
  • Add rule engine business data to calculate the table index for a time period
  • Show rule algorithm in debug log

Batch

  • Improve performance
  • Add specific migration modules for mandatory business objects
  • Configure batch launch date according work day. Public holiday calendar configuration (French predefined configuration)
  • Better handling of arguments passed to batch
  • Allow better grouping of selected ids
  • Add batch chains
    • Add the possibility to define dependencies between batches
    • Unified execution report for a batch chain
    • Possibility to block (or not) a batch chain after failure of one particular batch
  • Simplify worker management
    • Possibility to have specialised workers (treat one more types of jobs)
    • Possibility to have universal workers (treat all types of jobs)

Core

  • New option to beautify exported JSON file
  • Event type actions can be enabled or disabled
  • Add an event planification system
  • Add tabs to separate enabled and disabled event type actions
  • Benchmarking tool moved to a standalone module
  • Allow search for multiple dimensions in table cells
  • Add a configuration to allow a user to resume another user’s task
  • Use light grey color for unauthorized tasks of the current user
  • Change client background color based on database name
  • Manage note types and authorizations
  • Update core to tryton 4.2

Docker

  • Support API and Paybox images
  • Possibility to configure docker run options for 3 possible usecases (daemon, interactive, piped)
  • nginx: changed default configuration
    • compress transmitted data by default
    • log called RPC methods
  • postgres: add command to dump database as a backup (useful when configured as a cron)
  • upgrade:
    • Make database migration optional
    • Create a backup of the database before migration
    • Use an image or archive tag as an argument

Cryptolog

New module to electronically sign a document

  • Based on Universign service
  • Use a simple workflow to keep track of the process
  • Possibility to graft business transactions during the progress of a process (ie. activate a contract after validating a signature)
  • Module published as compatible with native Tryton modules - trytond-cryptolog

Coog Bench

Coog performance analysis with a new look

  • Updated ergonomie with a modern graphical interface - coog-bench
  • The backend Trytond module is now public - trytond-bench
  • Deployed inside docker image
  • Dockerized build environment to avoid installing dependencies

Coog-API

coog-api is a middleware that wraps Coog backend and exposes its functionalities via a REST API.

  • Handles standard authentication and sessions
  • Business granularity and total abstraction of the business model and implementation details
  • Improved performance (limits the number of backend calls and takes advantage of its Cache)
  • Provide quick quotations and allow oneshot import of contracts

Coog API is developed using Node.js, based on tryton client libraries (released in 1.10). It benefits from the scalability of the backend and its own scalability to push the limits of the platform (Today it is possible to power a B2C sales site or large customer services / insurance management)

Functional coverage of Coog-API will be restricted for its first version (1.12):

  • Consultation and modification of parties (personne physique, personne morale)
  • Quotes for all business lines in Coog
  • Consultation of parameters (products, banks,..)

Despite its young age, Coog-API has been quickly adopted by users of Coog, it is today used in production for two clients:

  • Incoming contract interface which meets the needs to verify the validity of data
  • Incoming interface with GED to notify reception of a document

Coog-App

coog-app is out first Front end application based on Coog. Its objective is to expose the most simple and most used transactions in a simple web ergonomic process.
Its aim is to meet the need for productivity and user-friendliness for users who need to be guided.

At the moment Coog App covers:

  • The need for customer service to respond to basic queries
  • Find information (contracts, premiums, invoices,..)
  • Printing and sending of documents
  • Quotes
  • Enter requests to be processed by the backend

Technically, coog-app is a Single Page Application based on coog-api. This allows it to be portable on mobiles / tablets. It uses a modern set of frameworks making it optimised and responsive.