CapAssysta 2026 • Exhaustive 12-Module Guide
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Complete
Platform Manual.

Every module running in production documented in one place: 1-Click Closing (CD92 ZIP + SEPA XML), Live GPS Control Tower, Dead-Zone Offline QR & CR80 Badges, 11-Tab Beneficiary CRM & GIR, 24/7 Family Portal, Accounting & Credit Notes, SIRH & Live Sessions, AI OCR & eIDAS Vault, Telephony/WhatsApp, Excel Migration, AI Copilot, and Isolated MariaDB + 2FA.

Sovereign Isolation & 'Network Silence' Guarantee

1 Agency = 1 physically isolated ACID MariaDB database, RFC 6238 2FA TOTP, < 2s zero-downtime updates, and outbound bulk invoice emails strictly locked (false) by default until you explicitly enable them in Administration.

MODULE 01 / 12

1-Click Closing, CD92 ZIP & SEPA XML

Operational Role

The Month-End Closing Wizard turns multi-day billing into a guided 4-step workflow: pre-billing anomaly audit, split client + funder invoicing, official Departmental Council ZIP pack, and ISO 20022 SEPA direct-debit XML.

Interface & UX

4-step modal wizard accessible from Client Invoices, Billing Hub, and Third-Party Invoices with real-time anomaly counters and instant browser downloads.

4-Step Closing WizardCD92 5-Stream ZIPISO 20022 pain.008Email Lock = OFF
Technical Guarantees
  • ISO 20022 pain.008.001.02 (FRST / RCUR)
  • Exact APA/PCH Ceiling & Co-Pay Engine
  • Default Outbound Bulk Email Lock (false)

Key Production Capabilities

Automated Pre-Billing Diagnostic Audit

Detects unclosed PLANNED shifts, missing clock-outs, expired APA/PCH social aid plans, exceeded hour ceilings, missing client rates, and incomplete SEPA mandates before issuing a single invoice.

Official CD92 ZIP Pack (5 Streams + /ECH 30J PDFs + CSV)

Generates APAP, AMPAP, AMPHP, PCHAD, and PCHED consolidated summary invoices alongside reconciliation CSV ledgers in one timestamped ZIP archive.

SEPA XML (pain.008.001.02) & 'Network Silence' Email Lock

Exports bank-ready ISO 20022 XML (FRST/RCUR) strictly for validated invoices while keeping outbound bulk invoice emails locked (false) by default until manually enabled by an admin.

Steps 1–4 • Validated0 Blocking Anomalies
Bulk Email: Locked
Pack_CD92_2026-10.zip
APAP • AMPAP • PCHAD
SEPA_pain008_10.xml
ISO 20022 • RCUR
Client Split PDFs
50% Tax Eligible
Isolated Tenant • module_closing
MODULE 02 / 12

Live Control Tower & Smart GPS Planning

Operational Role

Placed right above the fold on the coordinator dashboard, the Live Control Tower tracks ongoing visits, alerts on >15 min late arrivals, and proposes GPS-ranked replacements in two clicks.

Interface & UX

4 live telemetry counters + instant Reassign modal + multi-view Drag & Drop calendar (Grid, Employee Gantt, Beneficiary View, Geographic Map).

Live Delay Radar2-Click GPS ReassignGrid / Gantt / MapWhatsApp Dispatch
Technical Guarantees
  • Haversine GPS Distance & Travel Estimate
  • Automatic Leave & Blacklist Exclusion
  • French & Islamic / GCC Holiday Engines

Key Production Capabilities

>15 Min Delay Radar & 2-Click GPS Replacement

Automatically excludes employees on leave, overlapping shifts, or beneficiary blacklists, ranking available nearby caregivers by exact Haversine GPS distance.

Multi-Week Recurrence & Minute-Accurate Rate Split

Propagates recurring schedules safely across single or future shifts while splitting regular, Sunday, night, and public holiday hours to the exact minute.

Regional Calendars & Secure PDF / WhatsApp Dispatch

Supports Mon–Sun (Europe) and Sun–Thu + Fri rest (GCC / Qatar) calendars, plus 1-click PDF/WhatsApp dispatch embedding door codes and access notes.

42
Done
14
Live
19
Next
1
Late >15m
Alert • Mrs. Mercier (09:00 Check-In Missing)
Closest available: Sarah L. (1.2 km • 4 min)
Reassign
Isolated Tenant • module_control-tower
MODULE 03 / 12

Offline Dead-Zone QR, CR80 Badges & Kiosk

Operational Role

Field caregivers clock in and out without failure even in basements or buildings with zero 4G/Wi-Fi. Scans are sealed with SHA-256 in IndexedDB and synced automatically once back online.

Interface & UX

Full-screen mobile scanner with 'Dead-Zone Active' badge, touch signature pad, agency Tablet Kiosk mode, and printable CR80 badge studio.

Offline IndexedDBSHA-256 SealCR80 Live VerifyTablet Kiosk
Technical Guarantees
  • PWA Service Worker v2 + IndexedDB Queue
  • WebCrypto SHA-256 Timestamp & GPS Seal
  • ISO/IEC 7810 ID-1 (CR80) + /verify/employee/[id]

Key Production Capabilities

IndexedDB Offline Queue + SHA-256 Integrity Seal

Records the exact basement check-in second and GPS coordinates locally, prevents clock tampering, and replays START/END scans chronologically.

CR80 PVC Pro Cards & Home QR Stickers / Magnets

Print 85.6 × 54 mm employee badges with 4:5 cropped photo and live public QR verification (/verify/employee/[id]), plus A4 sticker sheets & 85×85mm home magnets.

Staff Field Hub, Agency Kiosk & 8:00 PM Daily Digest

Employees get a clean Field Hub and tailored Field Guide (zero admin jargon), while managers receive 15-min missed-scan alerts and an 8:00 PM consolidated digest.

Dead-Zone Ready
SHA-256 • 08:02:14
CR80 PRO BADGE
Sarah L. • Auxiliaire
/verify/employee/042 • Actif
Isolated Tenant • module_offline-qr
MODULE 04 / 12

360° Beneficiary CRM, GIR & Social Aids

Operational Role

Manage the entire beneficiary lifecycle across an 11-tab clinical and administrative dossier: from initial home needs assessment and quote to multi-funder APA/PCH plans.

Interface & UX

11 specialized tabs per beneficiary (Civil Status, Access Codes, GIR Evaluation, Needs, Social Aids, QR Card, Caregivers, Rates, Hours, Ledger, DMS).

11-Tab Client FileGIR 1–6 GridAPA/PCH Multi-PlanQuotes → Contracts
Technical Guarantees
  • Dual Civility Support (M. / Mme / Couple)
  • Date-Bounded SocialAid Selection Engine
  • Linked Third-Party Organisms Directory

Key Production Capabilities

Access Logistics, Couple Civility & GIR 1–6 Assessments

Stores encrypted door/keybox codes, floor details, emergency contacts, legal guardians, couple civilities ('Mr. & Mrs.'), and structured GIR 1–6 autonomy evaluations.

Multi-Plan APA / PCH & Funding Organisms Engine

Tracks validity windows, notified monthly hour ceilings, departmental/pension fund rates, and beneficiary co-pay percentages with automatic expiry alerts.

Smart Quotes & Service Contracts with 50% Tax Preview

Generates compliant quotes and service contracts showing net family out-of-pocket cost after funding aid and 50% SAP tax credit.

Civil StatusGIR 3APA CD92Access CodesQR CardDMS
Mme et M. Mercier • Dossier #APA-92410
38h/mo granted • Co-pay 14.5% • Keybox #4812
Isolated Tenant • module_crm-dossiers
MODULE 05 / 12

24/7 Family Portal & 50% Tax Certificates

Operational Role

Offer beneficiaries and family caregivers transparent 24/7 self-service access to upcoming visits, active APA/PCH coverage meters, finalized PDF invoices, and annual 50% tax credit certificates.

Interface & UX

Dedicated high-contrast Family Portal (/portal) with direct login routing, 1-click PDF downloads, and verified agency IBAN/BIC payment instructions.

Self-Service Tax PDFsAPA/PCH MeterLive Visit CalendarZero Draft Exposure
Technical Guarantees
  • Automatic /portal Login Routing for Families
  • Strict Client & Tenant SQL Isolation
  • Art. 199 sexdecies Official PDF Generator

Key Production Capabilities

1-Click Annual 50% Tax Credit Certificates

Families download official annual SAP 50% tax certificates (Art. 199 sexdecies CGI) autonomously without calling the back office.

Live APA/PCH Consumption & Caregiver Schedule

Displays monthly hours granted, funding rate, beneficiary co-pay, and real-time upcoming home visits.

Strict Draft Isolation & Verified Agency IBAN

Only finalized invoices are visible on the portal (draft and cancelled records are strictly excluded) alongside your real SEPA/IBAN credentials.

Active Plan • APA CD92
32 h / month
50% Tax Certificate
Attestation_SAP_50.pdf
✓ Instant PDF Download
Isolated Tenant • module_portal
MODULE 06 / 12

Accounting, Credit Notes, CESU & Payroll

Operational Role

Reconcile multi-channel payments, issue anti-fraud cryptographic credit notes, regularize balances, and export clean accounting ledgers and payroll variables.

Interface & UX

Unified treasury dashboard (/dashboard/accounting), balance regularization wizard, credit-note register, and 1-click FEC/Sage/Payroll exports.

CESU & SEPA TrackingAnti-Fraud Credit NotesFEC / Sage ExportPayroll Variables
Technical Guarantees
  • Immutable Validated Invoice Numbering
  • Automated Balance Regularization Ledger
  • Silae / Sage / WPS CSV Compatibility

Key Production Capabilities

Multi-Method Collections (SEPA, CESU, Wire, Check, Card)

Track partial or full settlements across SEPA Direct Debit, pre-financed CESU vouchers, bank transfers, checks, cash, and online card payments.

Cryptographic Credit Notes & Balance Regularization

Compliant with French Anti-Fraud VAT law: validated invoices are immutable and corrected exclusively via sequentially numbered credit notes (/dashboard/billing/credit-notes).

FEC / Sage / Quadra Ledgers & Silae / WPS Payroll Exports

Exports sales/collection accounting journals plus verified employee hours, Sunday/holiday premiums, absences, and GPS mileage allowances.

SEPA + CESU
98,4 %
Reconciled
AV-2026-014
Credit Note
Anti-Fraude TVA
FEC / SILAE
CSV • XML
1-Click Export
Isolated Tenant • module_accounting
MODULE 08 / 12

Encrypted DMS Vault, AI OCR & eIDAS Sign

Operational Role

Eliminate paper archives with a per-tenant isolated Document Vault, optical AI document recognition (OCR), batch PDF/ZIP generation, and visual drag-and-drop eIDAS electronic signatures.

Interface & UX

Explorer-style folder tree (/dashboard/documents), instant PDF previewer, visual signature tag placer (/dashboard/signatures), and mobile signing page (/sign/[token]).

Visual PDF TaggingAI OCR ExtractionBatch ZIP / PDFRead-Only Archive Lock
Technical Guarantees
  • pdf-lib Cryptographic Audit Trail Embedding
  • Per-Company Isolated Filesystem Tree
  • Anti-SSRF Hardened Asset Pipeline

Key Production Capabilities

Visual Drag & Drop eIDAS Electronic Signatures

Place signature boxes visually anywhere on any PDF, send a unique signing link (/sign/[token]), and seal IP, User-Agent, timestamp, and SHA-256 hash into the final PDF.

AI Optical Character Recognition (/api/ocr)

Extracts structured data from scanned IDs, social aid notifications, and supporting documents to accelerate onboarding without manual typing errors.

Isolated Physical Storage & Batch ZIP/PDF Generator

Each tenant has its own dedicated storage tree with read-only archival locks on historical records and 1-click bulk document generation.

OCR IA + eIDAS
/sign/9f8a...c41 • Certificat SHA-256
IP + Timestamp + Visual Signature Sealed
Isolated Tenant • module_ged-signatures
MODULE 09 / 12

Telephony, Team Chat, WhatsApp & Spotlight Help

Operational Role

Keep coordinators, field staff, and families aligned with call logging, encrypted internal chat, WhatsApp schedule dispatch, and role-aware interactive Spotlight tours.

Interface & UX

Call log center (/dashboard/calls), instant messaging (/dashboard/chat), iPhone-style setup wizard, and interactive step-by-step Spotlight tours.

Call Center LogEncrypted Team ChatWhatsApp WebhookSpotlight Guided Tours
Technical Guarantees
  • Role-Segmented Help Registry (Admin vs Field)
  • WhatsApp Webhook & PDF Share Links
  • Interactive Setup Checklist Widget

Key Production Capabilities

Call Log Traceability & Internal Team Messaging

Log incoming family/caregiver calls with follow-up notes (/dashboard/calls) and communicate securely across staff and coordinators (/dashboard/chat).

WhatsApp Business Integration

Send individual or weekly PDF schedules and urgent shift updates straight to staff via WhatsApp (/api/webhook/whatsapp).

iPhone-Style Onboarding & Role-Scoped Spotlight Tours

New agencies configure their workspace in minutes, while managers and field staff each get tailored interactive tours without cross-role clutter.

Calls & Team Chat
WhatsApp + Planning PDF
Spotlight Tour FR/EN
Tailored per user role
Isolated Tenant • module_comms-help
MODULE 10 / 12

Express Excel Migration, Cron & .sql.gz Backups

Operational Role

Switch from legacy software without friction: import existing beneficiaries, staff, and funding plans via Excel/CSV, automate daily checks, and download encrypted per-tenant SQL backups.

Interface & UX

Guided import mapper (/dashboard/import), cron automation control panel (/dashboard/admin/automations), and 1-click backup vault (/dashboard/backups).

Excel/CSV ImporterCron Control Center.sql.gz Download100% Data Reversibility
Technical Guarantees
  • Relational Entity & Aid Plan Importer
  • Per-Tenant mysqldump .sql.gz Snapshots
  • Authenticated Cron Execution Guards

Key Production Capabilities

Smart Excel / CSV Data Migration (/dashboard/import)

Imports clients, employees, third-party organisms, and APA/PCH social aid plans while automatically deduplicating records and preserving historical references.

Supervised Cron Automations

Automates missed-scan detection, 8:00 PM daily summaries, schedule change alerts, and recurring billing preparation under strict admin control.

Per-Agency Encrypted .sql.gz Backups

Generate and download compressed SQL snapshots of your dedicated tenant database anytime for total data sovereignty and reversibility.

IMPORT XLSX / CSV
Clients + Staff + APA Plans
BACKUP .SQL.GZ
tenant_isolated.sql.gz
Isolated Tenant • module_migration-backups
MODULE 11 / 12

RBAC AI Copilot & 4 Supervised Agents

Operational Role

Accelerate decision-making with an internal AI Copilot strictly scoped to your tenant database and user role, a 24/7 bilingual public AI Concierge, and 4 supervised autonomous agents.

Interface & UX

Floating in-app Copilot widget, bilingual public Concierge chat, and dedicated monitoring consoles.

RBAC RAG CopilotFR/EN Public ConciergeSecurity ScannerTypeScript Gate
Technical Guarantees
  • Zero Cross-Tenant Prompt or Data Leakage
  • Automated Security & Anomaly Watchdogs
  • Strict Read/Action Guardrails

Key Production Capabilities

Tenant-Scoped & Role-Aware Internal Copilot

Answers operational questions on schedules, billing, CD92 packs, SEPA XML, and HR compliance without ever crossing tenant boundaries.

24/7 Bilingual Public AI Concierge (FR / EN)

Guides website visitors on 2026 modules, sovereign security, multi-country packs, and transparent pricing.

4 Autonomous Daemons with Anti-Regression Gates

Treasury, Billing, Security Scanner, and Engineering agents operate under strict syntax checks, TypeScript compilation gates, and instant rollback.

AI COPILOT • RBAC SCOPED
4 Supervised Agents • 0 Cross-Tenant Access
Isolated Tenant • module_ai-copilot
MODULE 12 / 12

Isolated MariaDB, 2FA TOTP & <2s Zero-Downtime

Operational Role

Unlike shared-table SaaS tools, every CapAssysta agency runs on its own physically isolated ACID MariaDB database, protected by TOTP 2FA, HMAC-SHA256 sessions, and atomic zero-downtime releases.

Interface & UX

Dedicated Security & Settings tabs in Administration (?tab=security / ?tab=settings) with Google Authenticator QR setup and SEPA creditor configuration.

Dedicated Tenant DBTOTP 2FA ShieldHMAC-SHA256 Edge< 2s Atomic Swap
Technical Guarantees
  • MariaDB 11 InnoDB ACID Per-Tenant Isolation
  • RFC 6238 TOTP + Constant-Time HMAC-SHA256
  • TLS 1.3 + AES-256 + Zero-Downtime Staging Swap

Key Production Capabilities

1 Agency = 1 Dedicated MariaDB Database

Zero shared SQL tables across customers: mathematical cross-tenant isolation by design, independent encrypted backups, and dedicated Prisma routing.

2FA TOTP (Google Authenticator / Authy) & Rate-Limiting

Protects admin and coordinator accounts with RFC 6238 6-digit TOTP codes, 5-attempt brute-force lockouts, and constant-time HMAC-SHA256 signed cookies.

Atomic Zero-Downtime Cloud Releases (< 2 Seconds)

Updates compile in an isolated staging directory and swap atomically after /api/health verification so caregivers never lose an active scan.

2FA TOTP
RFC 6238 Active
MariaDB ACID
1 Tenant = 1 DB
/api/health
200 OK • < 2s Swap
Isolated Tenant • module_security
MODULE 13 / 12

Factur-X 2026, 1-Click Pre-Payroll & Bank CSV

Operational Role

End-to-end financial & payroll automation: EN 16931 hybrid PDF/XML Factur-X invoices, 1-click Silae/Sage/WPS pre-payroll exports with PDF timesheets, and instant CSV bank statement reconciliation.

Interface & UX

Dedicated /dashboard/payroll workspace, native Factur-X badge on Invoices, and interactive CSV Bank Reconciliation modal in Expert Accounting.

Factur-X EN 16931 XMLSilae / WPS CSVBank CSV Auto-MatchPDF Staff Timesheets
Technical Guarantees
  • UN/CEFACT CII urn:cen.eu:en16931:2017 Embedded XML
  • Night (21h-06h), Sunday/Holiday & Haversine Mileage Engine
  • Multi-Bank CSV Parser + SEPA R-Transaction Detector

Key Production Capabilities

Native Factur-X EN 16931 Hybrid PDF/XML

Every generated invoice embeds a structured UN/CEFACT Cross-Industry Invoice (factur-x.xml) attachment via pdf-lib for 2026 e-invoicing compliance.

1-Click Pre-Payroll (Silae / Sage / WPS) & PDF Timesheets

Consolidates regular, rest-day, public holiday, and night hours (21:00–06:00), absences, and Haversine GPS mileage into ready-to-import CSVs and individual PDF sheets.

Express CSV Bank Statement Reconciliation

Parses bank statements, auto-matches client co-payments and APA/PCH funder wires, flags SEPA rejections (AM04/MD01), and marks invoices PAID in 1 click.

Factur-X
PDF + XML EN 16931
Silae / WPS
1-Click Payroll CSV
Banque CSV
Auto-Match APA/SEPA
Isolated Tenant • module_facturx-payroll-bank
MODULE 14 / 12

Digital Care Liaison, 1-Click PWA & Live Sandbox

Operational Role

Seamless field-to-family care continuity with post-scan care tags, 1-click installable iOS/Android PWA shortcuts, zero-signup interactive sandbox (/demo), and real-time uptime telemetry (/statut).

Interface & UX

Post-scan liaison card on /dashboard/scan, coordinator live feed on /dashboard, family notebook on /portal/liaison, plus public /demo and /statut.

1-Tap Post-Scan TagsFamily /portal/liaisoniOS & Android PWA/demo & /statut Live
Technical Guarantees
  • care_liaison_notes Real-Time Sync + Urgency Routing
  • Web App Manifest Shortcuts + Service Worker v2
  • Schema.org JSON-LD + Dynamic Sitemap + /statut Probe

Key Production Capabilities

Digital Care Liaison Notebook (Field ↔ Coordinator ↔ Family)

Right after QR check-out, caregivers log 1-tap care tags (Meal, Hydration, Medication, Mood) or flag urgent agency alerts; approved notes appear live on /portal/liaison.

1-Click Installable Mobile PWA & Enriched Beneficiary File

Native Android beforeinstallprompt + guided iOS Home Screen installation with quick shortcuts, plus complete civil status including Place of Birth on records and contracts.

Liaison
Terrain ↔ Famille
App PWA
Install 1-Clic
/demo & /statut
99.98% Live
Isolated Tenant • module_liaison-pwa-status

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