Coog 1.14 Release Note [EN]

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Contract

  • Display contract icon in the form view
  • Creation of “contract_reduction” module to configure and manage contract reduction
  • Creation of “contract_surrender” module to manage contract surrender
  • It is now possible to distinguish coverage amount revaluation and manually entered coverage amount
  • Possibility to disable extra premiums / exclusions per coverage
  • Add default quote number sequence in offered configuration
  • Enhancement of contract invoices related fields performances
  • Enhancement of the product and coverage view. Most useful information are now displayed on the main page
  • Filtering of displayed invoices by business kind, i.e: contract invoices and claim invoices
  • The batch used to automatically decline quotes exceeding a delay of inactivity is now in a dedicated module

Claim

  • Create a new module “claim_benefit_sync” to synchronize benefits in relations “master-slave”
  • Add default setting of claim behavior when resetting at the product level
  • Add a new data “initial std start date” on rule engine list
  • Manage multiple indemnifications on a given period
  • Improve indemnification validation and control view
  • Creation of “claim_indemnification_sync” to be able to synchronize indemnifications between benefits linked by a relation basic / complementary
  • Add beneficiary extra data on beneficiary
  • Allow to define covered party as default beneficiary
  • Add importable json claim processes for initial configuration
  • TA, TB, TC salary ranges are now accessible from coog-api
  • Add default value for the payment condition in the claim configuration
  • Add indemnifications validation function
  • Add a wizard to deny service eligibility
  • Add indemnifications creation batch to daily chain batch
  • Automatic scheduling of the periods if possible (for example: if no document is required) in the indemnifications creation batch

Accounting

  • Add a default (preconfigured) dunning procedure
  • Add ODS report on aged balance
  • Add batch to report aged balance
  • Improve performances for the “cancel move” field calculation
  • For a better representation of the aged balance, the sum of intermediary lines is now displayed
  • Automatic posting of waiting commissioning moves
  • Add default snapshot sequence in account configuration
  • The initialization of fiscal years is now done in a dedicated wizard

Payment

  • Add direct link to payments from party
  • New SEPA standard: Rulebooks SDD Core V9.0 and SDD B2B V7.0: only generate ‘RCUR’ sepa payment sequence type and remove ‘FRST’ type
  • Show, from a payment, all related payments which are on the same line
  • Allow to have a generic default failure code in the configuration for rejected payments that is selected by default if the payment reject code is not found


  • Add dedicated tab for payments that are both rejected and reconciled
  • Add the ‘Failed’ state on payment groups
  • Allow to display the sum of selected payments
  • Allow to force the acknowledgement of payment groups which are not planned to be acknowledged but are in the processing state
  • Notification of an event when planning the acknowledgement of a payment group
  • Add a batch chain for parallel payment treatment, useful for dealing with large volumes of payments
  • Automatically add a payment journal, when possible, in the payment creation wizard
  • Improve the display of motive in the payment creation wizard
  • Possibility to create a payment from a rejected payment
  • Automatically fail the payment group on paybox payment failure
  • Manage payment group deletion and automatic update of last receivable SEPA payment date
  • Automatically search for mandates by their party / account number
  • Performance improvement for the payment rejection batch chain
  • Display Full Name (First Name + Last Name) in SEPA files
  • Manage payer field for all payment kinds
  • Allow to add information about each payments in the remittance information label of SEPA files
  • Handle SEPA flow 5 for banking mobility

Commission

  • Improved views of brokers and insurers by removing unused fields
  • Ability to pay brokers manually
  • Add payment term on commission agent
  • Add party invoices relate for insurers and brokers
  • Add the ability to set up a payment journal for insurers
  • Creation of “commission_report_engine” in order to simplify the configuration of commission reports

Party

  • Banks initialization is now done in a dedicated wizard
  • Add default sequence in party configuration
  • Improve “REFLEX” flag by using the active/inactive field on addresses

Premium

  • Allow to configure automatic waiver of premium periods with a rate (for example 50% reduction during the first 3 months of the contract). Add an account to compensate the waiver if not paid by the insurer
  • Display premium totals in the premium amounts preview
  • Quarter option on payment term to synchronise a due date at the end of the quarter for example
  • New invoice set number batch with improved speed

Process

  • Add a wizard to import default business processes
  • Performance improvement : the views in processes load faster
  • Find a process for a pending subscription without task. Useful for subscriptions created from an external system

Endorsement

  • Add preconfigured endorsement definitions

Report Engine

  • Configure default reports templates
  • Add default reports templates : formal notice/ dunning
  • Configure default reports template for “SEPA mandate”
  • Add claim invoice business kind as report template kind
  • Add a default report template : “Wholesale Broker”
  • Configure default reports templates to be added as default letters in coog : “Membership certificate”, “Timeline”, “Brouillard”
  • Configure default report style template
  • Add filters handlers on invoices for the reporting
  • Manage authorizations for manual editing of reports templates
  • Manage light function fields for reports
  • Add Asynchronous Immediate treatment type on event type actions
  • Store document templates in the database instead of using the file system
  • Add “strftime” function on the report context to format date in any possible way
  • Hide button manual sending when it is not allowed on the report template
  • Filter email attachments objects with the same behavior as event type action
  • Creation of “report_engine_text_message” in order to manage message
  • Creation of “report_engine_primotexto” in order to send message with Primotexto
  • Add header field to the report template flux
  • Add batch to automatically print insurer reporting

Documents

  • Add new global entry point for pending document request
  • Support callback URL in the Cryptolog / Universign configuration for electronic signatures

Rule Engine

  • Add invoice related functions in rule engine
  • Allow to store extra data on package to be used on rule engine (to apply a reduction for example when subscribing a package)
  • Rules are now executed in a read only transaction
  • Add description for every rule engine function in order to help the person in charge of configuration

Loan

  • Add default loan sequence at module installation
  • Allow to override the sort method ‘Loan Shares’ field

Health

  • Improve ergonomy when adding medical underwriting result

Batch

  • Add the number of succeeded jobs in the generated batch log
  • Improved support for batch parameters and their tasks
  • Clean up batch and chain log output
  • Add a new batch parameter to avoid systematic split
  • Add a new command to reexec a failed batch
  • Improve error management (stability against jobs loss due to TTL)
  • Add the possibility to search jobs by date (including all queues)

Technical

Core

  • Integration of version 4.4 of tryton
  • Added a general configuration menu that facilitates the first implementation of Coog.
  • Add the following access rights groups for the administration and management of main business domain
  • Initialization of global search and configuration of translatable languages are now done in dedicated wizards
  • Add a technical function to set a readonly condition on all fields of a model
  • Add coog’s version in the user status bar
  • Add an Interval operator for SQL operations
  • Allow to keep lines on JSON import
  • Add a filter rule on event type actions
  • Notify event on success or failure of asynchronous task processing
  • The documentation has been reorganized by business domain and is now part of the Coog deployment.

Events

  • Creation of module “event_task” to directly add tasks to a batch queue when business events happen
  • Add new event type action to generate a planned event

Coog-Admin

  • Manage SSL in nginx default configuration and automatic creation of certificates via Let’s Encrypt
  • Add database and document backup command
  • Add three new commands to install and deploy a tool for business analytic.
  • Images are now built on coog-admin (autonomous devops tool)
  • Coog http services are on the same port and different paths (/, /web, /web/api)
  • All http traffic is now handled by nginx (logs, rules)
  • Network replaces link in docker run options (docker recommendations)
  • Make workers number persistent in custom configuration

Coog-API

  • Rework quotation api (clean covered type management, etc)
  • Technical upgrade (nodejs-8, koa-2, standardjs as a linter)
  • Specific Github repository for api usage examples (coopengo/coog-hacks)
  • Improve generic consult entry points (more ops on criteria, deeper fields propagation)

Coog-App

  • Add first Coog installation wizard







  • Define patterns to manage forms
  • Support multilang
  • Generic quotation process (all business lines) - focus on UX
  • New processes to manage party (creation, modification)
  • Partial rewrite of many plugins to enforce pattern based on Backbonejs / Marionettejs / Pugjs




Coog-BI

coog-bi is a tool used to help customer making decision. To do this, the module is composed by two parts: build a data warehouse, and deploy an analysis server.

The goal of coog-bi is to make the deployment of both tools resilient regardless of the configuration present at the client, to make basic reports of these data, and to simplify the installation of an analytic service.

Right now coog-bi is focused on production and offers visualization of data related to:

  • Customers
  • Contracts
  • Coverage
  • Invoice
  • Invoice line

A single report is deployed and concerns the number of contracts associated with each product.