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Wiki source code of 09.Insurance

Version 5.2 by Maguli Gogoladze on 2025/10/13 13:07
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1 {{box cssClass="floatinginfobox" title="**Contents**"}}
2 {{toc/}}
3 {{/box}}
4
5 = (% style="font-size:28px" %)**Overview**(%%) =
6
7 (% style="text-align: justify;" %)
8 The user (pricing manager of Kazunion tour operator) receives different insurance terms from insurance suppliers and registers them as programs. Then insurance packages are created based on programs and are available for agents to sell alongside with full packages.
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10 (% style="text-align: justify;" %)
11 The user (a selling agent of Kazunion) may sell insurance as an additional service when booking includes only tours.
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13 (% style="text-align: justify;" %)
14 Insurance module allows to choose between different Insurances/additional supplements and have authority to sell specific insurance to selected tourists individually.
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16 (% style="text-align: justify;" %)
17 This functionality is available only for Nugioscore Kazunion only for the moment.
18
19 [[image:1760345651798-242.png||height="293" width="832"]]
20
21
22 == (% style="font-size:24px" %)Primary Users(%%) ==
23
24 Reservation department, System Administrator
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26
27 == (% style="font-size:24px" %)Navigation Path(%%) ==
28
29 //Nugioscore/Sales/Insurance//
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31
32 [[image:1760346202966-316.png||height="207" width="848"]]
33
34 = (% style="font-size:28px" %)Business Description(%%) =
35
36 == Features and Functionalities ==
37
38 (% style="text-align: justify;" %)
39 The main grid displays the search results of reservations linked to the selected [[contragent>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Finance/04.Contragents/]], including detailed payment information for each entry. Results are shown in a table format, with filtering and sorting options to help users quickly find relevant data. This enables efficient monitoring of client payment activity, identification of outstanding balances, and supports accurate financial reporting. All records displayed in the main grid have "Post" or "Proceeded" status only.
40
41 (% style="text-align: justify;" %)
42 Note: The main grid at the bottom displays the financial summary for the selected [[contragent>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Finance/04.Contragents/]]. It includes the total number of records, followed by financial data categorized by currency, total price, amount received, and the resulting difference.
43
44 === Buttons Description ===
45
46 |(% style="width:145px" %)**Grid Options**|(% style="width:901px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]]
47 |(% style="width:145px" %)**Filter Options**|(% style="width:901px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]]
48 |(% style="width:145px" %)**Refresh**|(% style="width:901px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]]
49 |(% style="width:145px" %)**Export to Excel**|(% style="width:901px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]]
50
51 === Grid Columns Description ===
52
53 |(% style="width:163px" %)**Name**|(% style="width:786px" %)**Description**|(% style="width:258px" %)**Database Name**
54 |(% style="width:163px" %)**Group**|(% style="width:786px" %)Payment currency as per destination.|(% style="width:258px" %)CurName [Finance.Currency]
55
56 = (% style="font-size:28px" %)Technical Description(%%) =
57
58 == (% style="font-size:24px" %)Architecture Overview(%%) ==
59
60 The Client Balance module has the following architecture:
61
62 == **Code Link** ==
63
64 **__Frontend__:**
65
66 * **Repository:** __[[https:~~/~~/git.nugios.services/nugios-core/webapps/nugioscore-angular>>https://git.nugios.services/nugios-core/webapps/nugioscore-angular]] __
67
68 **__Backend__:**
69
70 **Project:** RustarOnline.WebApi
71
72 == (% style="font-size:24px" %)Databases and Tables(%%) ==
73
74 |(% style="width:208px" %)(% style="font-size:12px" %)**Database Type**|(% style="width:176px" %)(% style="font-size:12px" %)**Database Name**|(% style="width:270px" %)(% style="font-size:12px" %)**Table Name***|(% style="width:548px" %)(% style="font-size:12px" %)**Table Description***
75 |(% style="width:208px" %)(% style="font-size:12px" %)MSSQL|(% style="width:176px" %)(% style="font-size:12px" %)All NugiosCore Databases|(% style="width:270px" %)(% style="font-size:12px" %)finance._get_client_balance Procedure*|(% style="width:548px" %)(% style="font-size:12px" %)View of invoices and documents balance by contragents
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77 (% style="color:#e74c3c; font-size:12px" %)*The Client Balance module does not have a dedicated table in the database. Instead, the UI Grid is generated based on the stored procedure finance._get_client_balance
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79
80 (% class="wikigeneratedid" %)
81 (% style="font-size:16px" %)**Data Types of Tables**
82
83 (% class="wikigeneratedid" %)
84 **finance._get_client_balance Procedure***
85
86 |(% style="width:109px" %)(% style="font-size:12px" %)**Field Name**|(% style="width:184px" %)(% style="font-size:12px" %)**Display Name**|(% style="width:263px" %)(% style="font-size:12px" %)**Field Type**|(% style="width:341px" %)(% style="font-size:12px" %)**Short Description**
87 |(% style="width:109px" %)(% style="font-size:12px" %)OInvHID|(% style="width:184px" %)(% style="font-size:12px" %)N/A|(% style="width:263px" %)(% style="font-size:12px" %)uniqueidentifier|(% style="width:341px" %)(% style="font-size:12px" %)For invoices: Finance.IncInvoiceHdr [IInvHID] or Finance.OutInvoiceHdr [OInvHID]; ID of invoice (for tech)
88 For documents: Finance.BankDocument [BDID] or Finance.CashDocument [CDID]; ID of document (for tech)
89
90 (% style="color:inherit; font-family:inherit; font-size:24px; font-weight:600" %)Log Details
91
92 The log files are stored in a designated location:  [[https:~~/~~/elkalyzer.nugios.services/app/discover>>https://elkalyzer.nugios.services/app/discover]]
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94
95 = (% style="font-size:28px" %)**Additional**(%%) =
96
97 == (% style="font-size:24px" %)References(%%) ==
98
99 |(% style="width:187px" %)**Cross-references**|(% style="width:761px" %)N/A
100 |(% style="width:187px" %)**Related modules**|(% style="width:761px" %)[[Incoming>>doc:Fundamentals.Nugioscore.Finance.13\.Incoming Invoices.WebHome]] and [[Outgoing>>doc:Fundamentals.Nugioscore.Finance.14\.Outgoing Invoices.WebHome]] Invoices, [[Bank>>doc:Fundamentals.Nugioscore.Finance.15\.Bank Documents.WebHome]] and [[Cash>>doc:Fundamentals.Nugioscore.Finance.16\.Cash Documents.WebHome]] documents, [[NewRF>>doc:Fundamentals.Nugioscore.Sales.20\.NewRF.WebHome]]
101 |(% style="width:187px" %)**Media library**|(% style="width:761px" %)N/A
102
103 = (% style="font-size:28px" %)**Contact Us**(%%) =
104
105 If you notice any inconsistencies or have comments, please don't hesitate to leave it to us. Your feedback is valuable.