@ -0,0 +1,42 @@ |
|||
.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg |
|||
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
|||
:alt: License: AGPL-3 |
|||
|
|||
Loan Management |
|||
=============== |
|||
Helps You To Manage Loan Disburse/Amortization Operations. |
|||
|
|||
Configuration |
|||
============= |
|||
* No additional configurations needed |
|||
|
|||
Company |
|||
------- |
|||
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
Credits |
|||
------- |
|||
* Developer: (V15) Sabeel B , Contact : odoo@cybrosys.com |
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
* Website : https://cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
.. image:: https://cybrosys.com/images/logo.png |
|||
:target: https://cybrosys.com |
|||
|
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
|||
|
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from . import models, report, wizard |
@ -0,0 +1,59 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
{ |
|||
'name': 'Loan Management', |
|||
'version': '15.0.1.0.0', |
|||
'summary': 'Helps You To Manage Loan Requests/Disbursement/' |
|||
'Repayments/Amortization Operations', |
|||
'description': 'Module Allows To Create different types of loans,' |
|||
'Manage Loan Requests And Amortization Operations Simply,' |
|||
'Create Invoices For Each Repayment Amounts', |
|||
'category': 'Accounting', |
|||
'author': "Cybrosys Techno Solutions", |
|||
'company': "Cybrosys Techno Solutions", |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': 'https://www.cybrosys.com', |
|||
'depends': ['mail', 'account', 'base', 'l10n_generic_coa'], |
|||
'demo': ['data/loan_journal_data.xml'], |
|||
'data': [ |
|||
'security/loan_management_groups.xml', |
|||
'security/loan_management_security.xml', |
|||
'security/ir.model.access.csv', |
|||
'views/loan_type_views.xml', |
|||
'views/loan_request_views.xml', |
|||
'views/repayment_lines_views.xml', |
|||
'views/loan_documents_views.xml', |
|||
'views/res_config_settings_views.xml', |
|||
'views/loan_management_menus.xml', |
|||
'views/res_partner_views.xml', |
|||
'wizard/message_popup_views.xml', |
|||
'wizard/reject_reason_views.xml', |
|||
'report/loan_management_reports.xml', |
|||
'report/loan_report_templates.xml', |
|||
], |
|||
'images': ['static/description/banner.jpg'], |
|||
'license': 'AGPL-3', |
|||
'installable': True, |
|||
'auto_install': False, |
|||
'application': True, |
|||
} |
|||
|
@ -0,0 +1,47 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data noupdate="1"> |
|||
<!-- Demo data for account.journal--> |
|||
<record id="loan_management_journals" model="account.journal"> |
|||
<field name="company_id" ref="base.main_company"/> |
|||
<field name="name">Disburse</field> |
|||
<field name="code">DIS</field> |
|||
<field name="type">purchase</field> |
|||
</record> |
|||
|
|||
<!-- Demo data for account.account--> |
|||
<record id="loan_management_disburse_accounts" model="account.account"> |
|||
<field name="user_type_id" |
|||
ref="account.data_account_type_current_liabilities"/> |
|||
<field name="name">Loan Disburse</field> |
|||
<field name="code">200019</field> |
|||
</record> |
|||
|
|||
<record id="loan_management_inrst_accounts" model="account.account"> |
|||
<field name="user_type_id" |
|||
ref="account.data_account_type_current_liabilities"/> |
|||
<field name="name">Loan Interest</field> |
|||
<field name="code">200011</field> |
|||
</record> |
|||
|
|||
<record id="demo_loan_accounts" model="account.account"> |
|||
<field name="user_type_id" |
|||
ref="account.data_account_type_liquidity"/> |
|||
<field name="company_id" ref="base.main_company"/> |
|||
<field name="name">Loan Repayment</field> |
|||
<field name="code">200012</field> |
|||
|
|||
</record> |
|||
|
|||
<!-- Demo data for product.product--> |
|||
<record id="loan_management_repayment" model="product.product"> |
|||
<field name="name">Repayment Amount</field> |
|||
<field name="type">service</field> |
|||
</record> |
|||
|
|||
<record id="loan_management_interest" model="product.product"> |
|||
<field name="name">Interest Amount</field> |
|||
<field name="type">service</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,6 @@ |
|||
## Module <advanced_loan_management> |
|||
|
|||
#### 08.05.2024 |
|||
#### Version 15.0.1.0.0 |
|||
#### ADD |
|||
- Initial Commit for Loan Management |
@ -0,0 +1,23 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from . import loan_type, loan_documents, loan_request, repayment_lines, \ |
|||
res_config_settings, account_move, res_partner, account_payment_register |
@ -0,0 +1,54 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import models |
|||
|
|||
|
|||
class AccountMove(models.Model): |
|||
"""Alter loan repayment line state on draft and cancel button click""" |
|||
_inherit = 'account.move' |
|||
|
|||
def button_draft(self): |
|||
"""Change repayment record state to 'invoiced' |
|||
while reset to draft the invoice""" |
|||
res = super().button_draft() |
|||
loan_line_ids = self.env['repayment.line'].search([ |
|||
('name', 'ilike', self.payment_reference)]) |
|||
if loan_line_ids: |
|||
loan_line_ids.update({ |
|||
'state': 'invoiced', |
|||
'invoice': True |
|||
}) |
|||
return res |
|||
|
|||
def button_cancel(self): |
|||
"""Change repayment record state to 'unpaid' |
|||
while cancelling the invoice""" |
|||
res = super().button_cancel() |
|||
for record in self: |
|||
loan_line_ids = self.env['repayment.line'].search([ |
|||
('name', 'ilike', record.payment_reference)]) |
|||
if loan_line_ids: |
|||
loan_line_ids.update({ |
|||
'state': 'unpaid', |
|||
'invoice': False |
|||
}) |
|||
return res |
@ -0,0 +1,37 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import models |
|||
|
|||
|
|||
class AccountPaymentRegister(models.TransientModel): |
|||
"""Alter loan repayment line state based on invoice status""" |
|||
_inherit = 'account.payment.register' |
|||
|
|||
def _post_payments(self, to_process, edit_mode=False): |
|||
"""Change repayment record state to 'paid' while registering the |
|||
payment""" |
|||
res = super()._post_payments(to_process, edit_mode=False) |
|||
for record in self: |
|||
loan_line_id = self.env['repayment.line'].search([ |
|||
('name', 'ilike', record.communication)]) |
|||
loan_line_id.write({'state': 'paid'}) |
|||
return res |
@ -0,0 +1,37 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class LoanDocuments(models.Model): |
|||
"""Documents required to approve loan, eg:-Aadhar, Pan""" |
|||
_name = 'loan.documents' |
|||
_description = 'Loan Documents' |
|||
_rec_name = 'loan_proofs' |
|||
|
|||
loan_proofs = fields.Char(string="Proofs", help="Document name " |
|||
"for identification") |
|||
company_id = fields.Many2one('res.company', string='Company', |
|||
readonly=True, |
|||
help="Company Name", |
|||
default=lambda self: |
|||
self.env.company) |
@ -0,0 +1,270 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from datetime import datetime |
|||
from dateutil.relativedelta import relativedelta |
|||
from odoo import api, fields, models, _ |
|||
from odoo.exceptions import UserError |
|||
|
|||
|
|||
class LoanRequest(models.Model): |
|||
"""Can create new loan requests and manage records""" |
|||
_name = 'loan.request' |
|||
_inherit = ['mail.thread'] |
|||
_description = 'Loan Request' |
|||
|
|||
name = fields.Char(string='Loan Reference', readonly=True, |
|||
copy=False, help="Sequence number for loan requests", |
|||
default=lambda self: 'New') |
|||
company_id = fields.Many2one('res.company', string='Company', |
|||
readonly=True, |
|||
help="Company Name", |
|||
default=lambda self: |
|||
self.env.company) |
|||
currency_id = fields.Many2one('res.currency', string='Currency', |
|||
required=True, help="Currency", |
|||
default=lambda self: self.env.user.company_id. |
|||
currency_id) |
|||
loan_type_id = fields.Many2one('loan.type', string='Loan Type', |
|||
required=True, help="Can choose different " |
|||
"loan types suitable") |
|||
loan_amount = fields.Float(string="Loan Amount", store=True, |
|||
help="Total loan amount", ) |
|||
disbursal_amount = fields.Float(string="Disbursal_amount", |
|||
help="Total loan amount " |
|||
"available to disburse") |
|||
tenure = fields.Integer(string="Tenure", |
|||
help="Installment period") |
|||
interest_rate = fields.Float(string="Interest rate", help="Interest " |
|||
"percentage") |
|||
date = fields.Date(string="Date", default=fields.Date.today(), |
|||
readonly=True, help="Date") |
|||
partner_id = fields.Many2one('res.partner', string="Partner", |
|||
required=True, |
|||
help="Partner") |
|||
repayment_lines_ids = fields.One2many('repayment.line', |
|||
'loan_id', |
|||
string="Loan Line", index=True, |
|||
help="Repayment lines") |
|||
documents_ids = fields.Many2many('loan.documents', |
|||
string="Proofs", |
|||
help="Documents as proof") |
|||
img_attachment_ids = fields.Many2many('ir.attachment', |
|||
relation="m2m_ir_identity_card_rel", |
|||
column1="documents_ids", |
|||
string="Images", |
|||
help="Image proofs") |
|||
journal_id = fields.Many2one('account.journal', |
|||
string="Journal", |
|||
help="Journal types", |
|||
domain="[('type', '=', 'purchase')," |
|||
"('company_id', '=', company_id)]", |
|||
) |
|||
debit_account_id = fields.Many2one('account.account', |
|||
string="Debit account", |
|||
help="Choose account for " |
|||
"disbursement debit") |
|||
credit_account_id = fields.Many2one('account.account', |
|||
string="Credit account", |
|||
help="Choose account for " |
|||
"disbursement credit") |
|||
reject_reason = fields.Text(string="Reason", help="Displays " |
|||
"rejected reason") |
|||
request = fields.Boolean(string="Request", default=False, |
|||
help="For monitoring the record") |
|||
state = fields.Selection( |
|||
string='State', |
|||
selection=[('draft', 'Draft'), ('confirmed', 'Confirmed'), |
|||
('waiting for approval', 'Waiting For Approval'), |
|||
('approved', 'Approved'), ('disbursed', 'Disbursed'), |
|||
('rejected', 'Rejected'), ('closed', 'Closed')], |
|||
required=True, readonly=True, copy=False, |
|||
tracking=True, default='draft', help="Loan request states") |
|||
|
|||
@api.model |
|||
def create(self, vals): |
|||
"""create auto sequence for the loan request records""" |
|||
loan_count = self.env['loan.request'].search( |
|||
[('partner_id', '=', vals['partner_id']), |
|||
('state', 'not in', ('draft', 'rejected', 'closed'))]) |
|||
if loan_count: |
|||
for rec in loan_count: |
|||
if rec.state != 'closed': |
|||
raise UserError( |
|||
_('The partner has already an ongoing loan.')) |
|||
else: |
|||
if vals.get('name', 'New') == 'New': |
|||
vals['name'] = self.env['ir.sequence'].next_by_code( |
|||
'increment_loan_ref') |
|||
res = super().create(vals) |
|||
return res |
|||
|
|||
@api.onchange('loan_type_id') |
|||
def _onchange_loan_type_id(self): |
|||
"""Changing field values based on the chosen loan type""" |
|||
type_id = self.loan_type_id |
|||
self.loan_amount = type_id.loan_amount |
|||
self.disbursal_amount = type_id.disbursal_amount |
|||
self.tenure = type_id.tenure |
|||
self.interest_rate = type_id.interest_rate |
|||
self.documents_ids = type_id.documents_ids |
|||
|
|||
def action_loan_request(self): |
|||
"""Changes the state to confirmed and send confirmation mail""" |
|||
self.write({'state': "confirmed"}) |
|||
partner = self.partner_id |
|||
loan_no = self.name |
|||
subject = 'Loan Confirmation' |
|||
|
|||
message = (f"Dear {partner.name},<br/> This is a confirmation mail " |
|||
f"for your loan{loan_no}. We have submitted your loan " |
|||
f"for approval.") |
|||
|
|||
outgoing_mail = self.company_id.email |
|||
mail_values = { |
|||
'subject': subject, |
|||
'email_from': outgoing_mail, |
|||
'author_id': self.env.user.partner_id.id, |
|||
'email_to': partner.email, |
|||
'body_html': message, |
|||
} |
|||
mail = self.env['mail.mail'].sudo().create(mail_values) |
|||
mail.send() |
|||
|
|||
def action_request_for_loan(self): |
|||
"""Change the state to waiting for approval""" |
|||
if self.request: |
|||
self.write({'state': "waiting for approval"}) |
|||
else: |
|||
message_id = self.env['message.popup'].create( |
|||
{'message': _("Compute the repayments before requesting")}) |
|||
return { |
|||
'name': _('Repayment'), |
|||
'type': 'ir.actions.act_window', |
|||
'view_mode': 'form', |
|||
'res_model': 'message.popup', |
|||
'res_id': message_id.id, |
|||
'target': 'new' |
|||
} |
|||
|
|||
def action_loan_approved(self): |
|||
"""Change to Approved state""" |
|||
self.write({'state': "approved"}) |
|||
|
|||
def action_disburse_loan(self): |
|||
"""Disbursing the loan to customer and creating journal |
|||
entry for the disbursement""" |
|||
self.write({'state': "disbursed"}) |
|||
|
|||
for loan in self: |
|||
amount = loan.disbursal_amount |
|||
loan_name = loan.partner_id.name |
|||
reference = loan.name |
|||
journal_id = loan.journal_id.id |
|||
debit_account_id = loan.debit_account_id.id |
|||
credit_account_id = loan.credit_account_id.id |
|||
date_now = loan.date |
|||
debit_vals = { |
|||
'name': loan_name, |
|||
'account_id': debit_account_id, |
|||
'journal_id': journal_id, |
|||
'date': date_now, |
|||
'debit': amount > 0.0 and amount or 0.0, |
|||
'credit': amount < 0.0 and -amount or 0.0, |
|||
|
|||
} |
|||
credit_vals = { |
|||
'name': loan_name, |
|||
'account_id': credit_account_id, |
|||
'journal_id': journal_id, |
|||
'date': date_now, |
|||
'debit': amount < 0.0 and -amount or 0.0, |
|||
'credit': amount > 0.0 and amount or 0.0, |
|||
} |
|||
vals = { |
|||
'name': f'DIS / {reference}', |
|||
'narration': reference, |
|||
'ref': reference, |
|||
'journal_id': journal_id, |
|||
'date': date_now, |
|||
'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)] |
|||
} |
|||
move = self.env['account.move'].create(vals) |
|||
move.action_post() |
|||
return True |
|||
|
|||
def action_close_loan(self): |
|||
"""Closing the loan""" |
|||
demo = [] |
|||
for check in self.repayment_lines_ids: |
|||
if check.state == 'unpaid': |
|||
demo.append(check) |
|||
if len(demo) >= 1: |
|||
message_id = self.env['message.popup'].create( |
|||
{'message': _("Pending Repayments")}) |
|||
return { |
|||
'name': _('Repayment'), |
|||
'type': 'ir.actions.act_window', |
|||
'view_mode': 'form', |
|||
'res_model': 'message.popup', |
|||
'res_id': message_id.id, |
|||
'target': 'new' |
|||
} |
|||
self.write({'state': "closed"}) |
|||
|
|||
def action_loan_rejected(self): |
|||
"""You can add reject reasons here""" |
|||
return {'type': 'ir.actions.act_window', |
|||
'name': 'Loan Rejection', |
|||
'res_model': 'reject.reason', |
|||
'target': 'new', |
|||
'view_mode': 'form', |
|||
'context': {'default_loan': self.name} |
|||
} |
|||
|
|||
def action_compute_repayment(self): |
|||
"""This automatically create the installment the employee need to pay to |
|||
company based on payment start date and the no of installments. |
|||
""" |
|||
self.request = True |
|||
for loan in self: |
|||
loan.repayment_lines_ids.unlink() |
|||
date_start = (datetime.strptime(str(loan.date), |
|||
'%Y-%m-%d') + |
|||
relativedelta(months=1)) |
|||
amount = loan.loan_amount / loan.tenure |
|||
interest = loan.loan_amount * loan.interest_rate |
|||
interest_amount = interest / loan.tenure |
|||
total_amount = amount + interest_amount |
|||
partner = self.partner_id |
|||
for rand_num in range(1, loan.tenure + 1): |
|||
self.env['repayment.line'].create({ |
|||
'name': f"{loan.name}/{rand_num}", |
|||
'partner_id': partner.id, |
|||
'date': date_start, |
|||
'amount': amount, |
|||
'interest_amount': interest_amount, |
|||
'total_amount': total_amount, |
|||
'interest_account_id': self.env.ref('advanced_loan_management.loan_management_inrst_accounts').id, |
|||
'repayment_account_id': self.env.ref('advanced_loan_management.demo_loan_accounts').id, |
|||
'loan_id': loan.id}) |
|||
date_start += relativedelta(months=1) |
|||
return True |
@ -0,0 +1,59 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import api, fields, models |
|||
|
|||
|
|||
class LoanTypes(models.Model): |
|||
"""Create different types of Loans, And can wisely choose while requesting |
|||
for loan""" |
|||
_name = 'loan.type' |
|||
_inherit = ['mail.thread'] |
|||
_description = 'Loan Type' |
|||
|
|||
name = fields.Char(string='Name', help="LoanType Name") |
|||
loan_amount = fields.Integer(string='Loan Amount', help="Loan Amount") |
|||
tenure = fields.Integer(string='Tenure', default='1', |
|||
help="Amortization period") |
|||
tenure_plan = fields.Char(string="Tenure Plan", default='monthly', |
|||
readonly='True', help="EMI payment plan") |
|||
interest_rate = fields.Float(string='Interest Rate', |
|||
help="Loan Interest Rate") |
|||
disbursal_amount = fields.Float(string='Disbursal Amount', |
|||
compute='_compute_disbursal_amount', |
|||
help="Total Amount To Be Disbursed") |
|||
documents_ids = fields.Many2many('loan.documents', |
|||
string="Documents", |
|||
help="Personal Proofs") |
|||
processing_fee = fields.Integer(string="Processing Fee", |
|||
help="Amount For Initializing The Loan") |
|||
note = fields.Text(string="Criteria", help="Criteria for approving " |
|||
"loan requests") |
|||
company_id = fields.Many2one('res.company', string='Company', |
|||
readonly=True, |
|||
help="Company Name", |
|||
default=lambda self: |
|||
self.env.company, ) |
|||
|
|||
@api.depends('processing_fee') |
|||
def _compute_disbursal_amount(self): |
|||
"""Calculating amount for disbursing""" |
|||
self.disbursal_amount = self.loan_amount - self.processing_fee |
@ -0,0 +1,136 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class RepaymentLine(models.Model): |
|||
"""Loan repayments """ |
|||
_name = "repayment.line" |
|||
_description = "Repayment Line" |
|||
|
|||
name = fields.Char(string="Loan ", default="/", readonly=True, |
|||
help="Repayment no: of loan") |
|||
partner_id = fields.Many2one('res.partner', string="Partner", |
|||
required=True, |
|||
help="Partner") |
|||
company_id = fields.Many2one('res.company', string='Company', |
|||
readonly=True, |
|||
help="Company", |
|||
default=lambda self: self.env.company) |
|||
date = fields.Date(string="Payment Date", required=True, |
|||
default=fields.Date.today(), |
|||
readonly=True, |
|||
help="Date of the payment") |
|||
amount = fields.Float(string="Amount", required=True, help="Amount", |
|||
digits=(16, 2)) |
|||
interest_amount = fields.Float(string="Interest_Amount", required=True, |
|||
help="Interest Amount", digits=(16, 2)) |
|||
total_amount = fields.Float(string="Total_Amount", required=True, |
|||
help="Total Amount", digits=(16, 2)) |
|||
loan_id = fields.Many2one('loan.request', string="Loan Ref.", |
|||
help="Loan", |
|||
readonly=True) |
|||
state = fields.Selection(string="State", |
|||
selection=[('unpaid', 'Unpaid'), |
|||
('invoiced', 'Invoiced'), |
|||
('paid', 'Paid')], |
|||
required=True, readonly=True, copy=False, |
|||
tracking=True, default='unpaid', |
|||
help="Includes paid and unpaid states for each " |
|||
"repayments", ) |
|||
journal_loan_id = fields.Many2one('account.journal', |
|||
string="Journal", |
|||
store=True, default=lambda self: self. |
|||
env['account.journal']. |
|||
search([('code', 'like', 'CSH1')]), |
|||
help="Journal Record") |
|||
interest_account_id = fields.Many2one('account.account', |
|||
string="Interest", |
|||
store=True, |
|||
help="Account For Interest") |
|||
repayment_account_id = fields.Many2one('account.account', |
|||
string="Repayment", |
|||
store=True, |
|||
help="Account For Repayment") |
|||
invoice = fields.Boolean(string="invoice", default=False, |
|||
help="For monitoring the record") |
|||
|
|||
def action_pay_emi(self): |
|||
"""Creates invoice for each EMI""" |
|||
time_now = self.date |
|||
interest_product_id = self.env['ir.config_parameter'].sudo().get_param( |
|||
'advanced_loan_management.interest_product_id') |
|||
repayment_product_id = self.env['ir.config_parameter'].sudo().get_param( |
|||
'advanced_loan_management.repayment_product_id') |
|||
|
|||
for rec in self: |
|||
loan_lines_ids = self.env['repayment.line'].search( |
|||
[('loan_id', '=', rec.loan_id.id)], order='date asc') |
|||
for line in loan_lines_ids: |
|||
if line.date < rec.date and line.state in \ |
|||
('unpaid', 'invoiced'): |
|||
message_id = self.env['message.popup'].create( |
|||
{'message': ( |
|||
"You have pending amounts")}) |
|||
return { |
|||
'name': 'Repayment', |
|||
'type': 'ir.actions.act_window', |
|||
'view_mode': 'form', |
|||
'res_model': 'message.popup', |
|||
'res_id': message_id.id, |
|||
'target': 'new' |
|||
} |
|||
|
|||
invoice = self.env['account.move'].create({ |
|||
'move_type': 'out_invoice', |
|||
'invoice_date': time_now, |
|||
'partner_id': self.partner_id.id, |
|||
'currency_id': self.company_id.currency_id.id, |
|||
'payment_reference': self.name, |
|||
'invoice_line_ids': [ |
|||
(0, 0, { |
|||
'price_unit': self.amount, |
|||
'product_id': repayment_product_id, |
|||
'name': 'Repayment', |
|||
'account_id': self.repayment_account_id.id, |
|||
'quantity': 1, |
|||
}), |
|||
(0, 0, { |
|||
'price_unit': self.interest_amount, |
|||
'product_id': interest_product_id, |
|||
'name': 'Interest amount', |
|||
'account_id': self.interest_account_id.id, |
|||
'quantity': 1, |
|||
}), |
|||
], |
|||
}) |
|||
if invoice: |
|||
self.invoice = True |
|||
self.write({'state': 'invoiced'}) |
|||
|
|||
return { |
|||
'name': 'Invoice', |
|||
'res_model': 'account.move', |
|||
'res_id': invoice.id, |
|||
'type': 'ir.actions.act_window', |
|||
'view_mode': 'form', |
|||
} |
@ -0,0 +1,42 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class ResConfigSettings(models.TransientModel): |
|||
"""Add new fields to display service products""" |
|||
_inherit = 'res.config.settings' |
|||
|
|||
interest_product_id = fields.Many2one('product.product', |
|||
string="Interest Product", |
|||
config_parameter="advanced_loan_management" |
|||
".interest_" |
|||
"product_id", |
|||
help="Product For Interest " |
|||
"To Create Invoice Lines") |
|||
repayment_product_id = fields.Many2one('product.product', |
|||
string="Repayment Product", |
|||
config_parameter="advanced_loan_management" |
|||
".repayment_" |
|||
"product_id", |
|||
help="Product For Repayment " |
|||
"To Create Invoice Lines") |
@ -0,0 +1,49 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class ResPartner(models.Model): |
|||
"""Add new tab to display partner's loan count""" |
|||
_inherit = "res.partner" |
|||
|
|||
def _compute_partner_loans(self): |
|||
"""This compute the loan amount and total loans count of a partner.""" |
|||
self.loan_count = self.env['loan.request'].search_count( |
|||
[('partner_id', '=', self.id), |
|||
('state', 'in', ('disbursed', 'closed'))]) |
|||
|
|||
loan_count = fields.Integer(string="Loan Count", |
|||
compute='_compute_partner_loans', |
|||
help="Displays numbers of loans " |
|||
"ongoing and closed by the employee") |
|||
|
|||
def action_view_loans(self): |
|||
"""Returns loan records of current employee""" |
|||
return { |
|||
'type': 'ir.actions.act_window', |
|||
'name': 'Loans', |
|||
'view_mode': 'tree', |
|||
'res_model': 'loan.request', |
|||
'domain': [('partner_id', '=', self.id)], |
|||
'context': "{'create': False}" |
|||
} |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from . import loan_management_reports |
@ -0,0 +1,63 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import api, models |
|||
|
|||
|
|||
class LoanDetails(models.AbstractModel): |
|||
"""fetch pdf report values""" |
|||
_name = 'report.advanced_loan_management.loan_report_template' |
|||
|
|||
@api.model |
|||
def _get_report_values(self, doc_ids, data=None): |
|||
loan_id = self.env['loan.request'].browse(doc_ids) |
|||
data = { |
|||
'Loan_id': loan_id.id, |
|||
'Customer': loan_id.partner_id.name, |
|||
'CustomerAddress': f"{loan_id.partner_id.street} " |
|||
f"{loan_id.partner_id.city}" if loan_id.partner_id.city |
|||
else '', |
|||
'CustomerAddress2': f"{loan_id.partner_id.city}, " |
|||
f"{loan_id.partner_id.state_id.name}" if |
|||
loan_id.partner_id.city and loan_id.partner_id.state_id.name |
|||
else '', |
|||
'CustomerContact': loan_id.partner_id.phone, |
|||
'Loan_Type': loan_id.loan_type_id.name, |
|||
'Tenure': loan_id.tenure, |
|||
'Tenure_type': loan_id.loan_type_id.tenure_plan, |
|||
'Interest_Rate': str(loan_id.interest_rate), |
|||
'Loan_Amount': str(loan_id.loan_amount), |
|||
} |
|||
"""Fetching values for the report using query and returns the value""" |
|||
query = """SELECT name as Name, date as Date, amount as Amount, |
|||
interest_amount as Interest_amount,state as State, |
|||
total_amount as Total_amount FROM repayment_line""" |
|||
check = """WHERE""" |
|||
condition = """loan_id='{cust}'""".format(cust=loan_id.id) |
|||
query = """{} {} {}""".format(query, check, condition) |
|||
self.env.cr.execute(query) |
|||
record = self.env.cr.dictfetchall() |
|||
record_sort = sorted(record, key=lambda x: x['date']) |
|||
return { |
|||
'docs': record_sort, |
|||
'doc_ids': doc_ids, |
|||
'data': data, |
|||
} |
@ -0,0 +1,13 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- PDF report action--> |
|||
<record id="loan_management_report_action" model="ir.actions.report"> |
|||
<field name="name">Loan Request</field> |
|||
<field name="model">loan.request</field> |
|||
<field name="report_type">qweb-pdf</field> |
|||
<field name="report_name">advanced_loan_management.loan_report_template</field> |
|||
<field name="report_file">advanced_loan_management.loan_report_template</field> |
|||
<field name="binding_model_id" ref="model_loan_request"/> |
|||
<field name="binding_type">report</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,96 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- PDF report Template--> |
|||
<template id="loan_report_template"> |
|||
<t t-call="web.html_container"> |
|||
<t t-call="web.external_layout"> |
|||
<div class="page"> |
|||
<h3 align="center">Loan Report</h3> |
|||
<div> |
|||
<group> |
|||
<strong>Name:</strong> |
|||
<span t-esc="data['Customer']"/> |
|||
<br/> |
|||
<span t-esc="data['CustomerAddress']"/> |
|||
<br/> |
|||
<span t-esc="data['CustomerAddress2']"/> |
|||
<br/> |
|||
<span t-esc="data['CustomerContact']"/> |
|||
<br/> |
|||
</group> |
|||
</div> |
|||
<group> |
|||
<table class="table table-sm"> |
|||
<thead> |
|||
<tr> |
|||
<th>Loan Type</th> |
|||
<th>Tenure</th> |
|||
<th>Loan Amount</th> |
|||
<th>Interest Rate</th> |
|||
</tr> |
|||
</thead> |
|||
<tbody> |
|||
<td > |
|||
<t t-esc="data['Loan_Type']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="data['Tenure']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="data['Loan_Amount']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="data['Interest_Rate']"/> |
|||
</td> |
|||
</tbody> |
|||
</table> |
|||
</group> |
|||
<br/> |
|||
<br/> |
|||
<h3 align="center">Amortization Schedule</h3> |
|||
<table class="table table-sm"> |
|||
<thead> |
|||
<tr> |
|||
<th>SI.No</th> |
|||
<th>Name</th> |
|||
<th>Date</th> |
|||
<th>Amount</th> |
|||
<th>Interest Amount</th> |
|||
<th>Total Amount</th> |
|||
<th>State</th> |
|||
</tr> |
|||
</thead> |
|||
<tbody> |
|||
<t t-set="i" t-value="1"/> |
|||
<tr t-foreach="docs" t-as="line"> |
|||
<td> |
|||
<span t-esc="i"/> |
|||
<t t-set="i" t-value="i+1"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="line['name']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="line['date']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="line['amount']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="line['interest_amount']"/> |
|||
</td> |
|||
<td > |
|||
<t t-esc="line['total_amount']"/> |
|||
</td> |
|||
<td |
|||
t-att-style="'color: ' + ('green' if line['state'] == 'paid' else ('sienna' if line['state'] == 'invoiced' else 'red'))"> |
|||
<t t-esc="{'unpaid': 'Unpaid', 'invoiced': 'Invoiced', 'paid': 'Paid'} [line['state']]"/> |
|||
</td> |
|||
</tr> |
|||
</tbody> |
|||
</table> |
|||
</div> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|
@ -0,0 +1,25 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data noupdate="1"> |
|||
<!-- New user groups for the module Loan Management--> |
|||
<record model="ir.module.category" id="loan_management_groups"> |
|||
<field name="name">loan_management</field> |
|||
<field name="description">User access level for loan_management |
|||
model |
|||
</field> |
|||
<field name="sequence">8</field> |
|||
</record> |
|||
|
|||
<record id="loan_management_group_manager" model="res.groups"> |
|||
<field name="name">Manager</field> |
|||
<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/> |
|||
<field name="category_id" ref="loan_management_groups"/> |
|||
</record> |
|||
|
|||
<record id="loan_management_group_user" model="res.groups"> |
|||
<field name="name">User</field> |
|||
<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/> |
|||
<field name="category_id" ref="loan_management_groups"/> |
|||
</record> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,45 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Multi company record rules--> |
|||
<!-- model_loan_request--> |
|||
<record id="loan_request_multi_company_rule" model="ir.rule"> |
|||
<field name="name">Loan Request Multi Company</field> |
|||
<field name="model_id" ref="model_loan_request"/> |
|||
<field name="global" eval="True"/> |
|||
<field name="domain_force">[('company_id', 'in', company_ids)]</field> |
|||
</record> |
|||
<!-- model_loan_documents--> |
|||
<record id="loan_documents_multi_company_rule" model="ir.rule"> |
|||
<field name="name">Loan Documents Multi Company</field> |
|||
<field name="model_id" ref="model_loan_documents"/> |
|||
<field name="global" eval="True"/> |
|||
<field name="domain_force">[('company_id', 'in', company_ids)]</field> |
|||
</record> |
|||
<!-- model_loan_type--> |
|||
<record id="loan_type_multi_company_rule" model="ir.rule"> |
|||
<field name="name">Loan Type Multi Company</field> |
|||
<field name="model_id" ref="model_loan_type"/> |
|||
<field name="global" eval="True"/> |
|||
<field name="domain_force">[('company_id', 'in', company_ids)]</field> |
|||
</record> |
|||
<!-- model_repayment_line--> |
|||
<record id="repayment_line_multi_company_rule" model="ir.rule"> |
|||
<field name="name">Repayment Line Multi Company</field> |
|||
<field name="model_id" ref="model_repayment_line"/> |
|||
<field name="global" eval="True"/> |
|||
<field name="domain_force">[('company_id', 'in', company_ids)]</field> |
|||
</record> |
|||
<!-- User Group Access Rule--> |
|||
<record id="loan_request_user_rule" model="ir.rule"> |
|||
<field name="name">Access Only Loan Request Created By User</field> |
|||
<field ref="model_loan_request" name="model_id"/> |
|||
<field name="domain_force">[('create_uid', '=', user.id)]</field> |
|||
<field name="groups" |
|||
eval="[(4, ref('advanced_loan_management.loan_management_group_user'))]"/> |
|||
<field name="perm_read" eval="True"/> |
|||
<field name="perm_write" eval="True"/> |
|||
<field name="perm_create" eval="True"/> |
|||
<field name="perm_unlink" eval="True"/> |
|||
<field name="active" eval="True"/> |
|||
</record> |
|||
</odoo> |
After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 1.6 KiB |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 6.3 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 1.5 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 4.4 KiB |
After Width: | Height: | Size: 589 B |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 1.7 KiB |
After Width: | Height: | Size: 2.3 KiB |
After Width: | Height: | Size: 967 B |
After Width: | Height: | Size: 1.6 KiB |
After Width: | Height: | Size: 3.8 KiB |
After Width: | Height: | Size: 5.0 KiB |
After Width: | Height: | Size: 59 KiB |
After Width: | Height: | Size: 60 KiB |
After Width: | Height: | Size: 60 KiB |
After Width: | Height: | Size: 60 KiB |
After Width: | Height: | Size: 56 KiB |
After Width: | Height: | Size: 58 KiB |
After Width: | Height: | Size: 13 KiB |
After Width: | Height: | Size: 15 KiB |
After Width: | Height: | Size: 51 KiB |
After Width: | Height: | Size: 461 KiB |
After Width: | Height: | Size: 103 KiB |
After Width: | Height: | Size: 68 KiB |
After Width: | Height: | Size: 46 KiB |
After Width: | Height: | Size: 93 KiB |
After Width: | Height: | Size: 114 KiB |
After Width: | Height: | Size: 126 KiB |
After Width: | Height: | Size: 124 KiB |
After Width: | Height: | Size: 140 KiB |
After Width: | Height: | Size: 149 KiB |
After Width: | Height: | Size: 68 KiB |
After Width: | Height: | Size: 166 KiB |
After Width: | Height: | Size: 134 KiB |
After Width: | Height: | Size: 166 KiB |
After Width: | Height: | Size: 169 KiB |
After Width: | Height: | Size: 47 KiB |
After Width: | Height: | Size: 79 KiB |
After Width: | Height: | Size: 8.3 KiB |
@ -0,0 +1,850 @@ |
|||
<div class="container" |
|||
style="padding: 1rem !important; margin-bottom: 1rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between" |
|||
style="border-bottom: 1px solid #d5d5d5;"> |
|||
<div class="my-3"> |
|||
<img src="./assets/icons/logo.png" |
|||
style="width: auto !important; height: 40px !important;"> |
|||
</div> |
|||
<div class="my-3 d-flex align-items-center"> |
|||
<div |
|||
style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;"> |
|||
<i class="fa fa-check mr-1"></i>Community |
|||
</div> |
|||
<div |
|||
style="background-color: #875A7B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;"> |
|||
<i class="fa fa-check mr-1"></i>Enterprise |
|||
</div> |
|||
|
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="container" style="padding: 0rem 1.5rem 4rem !important"> |
|||
<div class="row" style="height: 950px !important;"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12" |
|||
style="padding: 4.1rem 1rem !important; background-color: #FFFFFF !important; height: 600px !important;"> |
|||
<div class="d-flex justify-content-center mb-2"> |
|||
<h1 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 800 !important; color: #282F33 !important; font-size: 4rem !important; text-align: center !important;"> |
|||
Loan Management</h1> |
|||
</div> |
|||
<p |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #282F33 !important; font-size: 1.4rem !important; text-align: center !important;"> |
|||
Manage Loan Disburse/Amortization Activities. |
|||
</p> |
|||
<img src="./assets/screenshots/hero.gif" class="img-responsive" |
|||
width="100%" height="700px"/> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-3 text-center"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1.4rem; font-weight: 700 !important;"> |
|||
Explore this module</h2> |
|||
<div class="mt-3"> |
|||
<a href="#overview" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Overview |
|||
<i class="fa fa-chevron-right ml-1" |
|||
style="color: #714B67 !important;"></i></a> |
|||
<a href="#features" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Key |
|||
Features <i class="fa fa-chevron-right ml-1" |
|||
style="color: #714B67 !important;"></i></a> |
|||
<a href="#screenshots" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Screenshots |
|||
<i class="fa fa-chevron-right ml-1" |
|||
style="color: #714B67 !important;"></i></a> |
|||
</div> |
|||
<hr class="my-5" style="border-color: d5d5d5 !important;"/> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row " id="overview"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Overview</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
<p class="mt-4" |
|||
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
|||
This app helps the user to systematically perform the activities of |
|||
managing Loan Disburse/Amortization Activities. |
|||
The app simplifies the activities like Loan Types Management, Loan |
|||
Requests Management, Disburse Management, Repayments Management, |
|||
Journal Entries and so on. |
|||
</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row" id="features" style="margin-top: 3rem;"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Features</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Available in Odoo 16.0 Community and enterprise</span> |
|||
|
|||
</div> |
|||
|
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Create And Manage Different Loan Types </span> |
|||
|
|||
</div> |
|||
|
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Can Add Documents as Proofs</span> |
|||
|
|||
</div> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Manage Requests For Loan</span> |
|||
|
|||
</div> |
|||
|
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Mail Notification For Confirming Loan Request.</span> |
|||
|
|||
</div> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Quick Repayment Schedule Calculation.</span> |
|||
|
|||
</div> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Print Individual Loan Report.</span> |
|||
|
|||
</div> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" |
|||
height="24px" class="mr-2"> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Invoicing Products.</span> |
|||
|
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
|
|||
<div class="row " id="screenshots"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Screenshots</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
There are two type of User Access</h3> |
|||
<img src="assets/screenshots/scrn_001.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Different Types Of Loan. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Can create different loan types.</p> |
|||
<img src="assets/screenshots/scrn_002.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Add Documents. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Go to Documents -> Loan Proofs->Create Documents.(For |
|||
easy loan |
|||
approvals).</p> |
|||
</div> |
|||
<img src="assets/screenshots/scrn_003.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Loan Requests. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Can create loan requests for each customers.</p> |
|||
<img src="assets/screenshots/scrn_004.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Attach Documents. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Many2many attachment line.</p> |
|||
<img src="assets/screenshots/attch.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Computing Repayment Schedule. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Can create repayment schedule lines .</p> |
|||
<img src="assets/screenshots/scrn_005.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
<img src="assets/screenshots/scrn_006.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Request For Approval. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
User can send request to manager for |
|||
approval and state changes |
|||
to 'waiting for approval'.</p> |
|||
<img src="assets/screenshots/scrn_007.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" |
|||
width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Approve/Reject .. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Manager can approve or reject the |
|||
loan.</p> |
|||
<img src="assets/screenshots/scrn_008.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" |
|||
width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Disburse The Loan. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Can disburse the loan to the |
|||
customer by creating journal entry |
|||
of disbursal.</p> |
|||
<img src="assets/screenshots/scrn_009.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" |
|||
width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Invoicing Products. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Choose invoicing products from |
|||
configuration.</p> |
|||
<img src="assets/screenshots/scrn_010.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" |
|||
width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Create Invoice. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Create invoices for each |
|||
repayments.</p> |
|||
<img src="assets/screenshots/scrn_011.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
<img src="assets/screenshots/scrn_012.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" |
|||
width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Close Loan. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Change the state to closed after |
|||
all repayments are paid.</p> |
|||
<img src="assets/screenshots/scrn_013.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" |
|||
style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" |
|||
width="20px" |
|||
height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
PDF Report. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Can print pdf reports.</p> |
|||
<img src="assets/screenshots/scrn_014.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
<img src="assets/screenshots/scrn_015.png" |
|||
class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- SUGGESTED PRODUCTS --> |
|||
<div class="row mt-3"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center" |
|||
style="padding: 2.5rem 1rem !important;"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Suggested Products</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
|
|||
<div id="demo1" |
|||
class="row carousel slide mt-4 data-ride=" |
|||
carousel=""> |
|||
<!-- The slideshow --> |
|||
<div class="carousel-inner"> |
|||
<div class="carousel-item active" |
|||
style="min-height:0px"> |
|||
<div class="carousel-item active" |
|||
style="min-height:0px"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/export_stockinfo_xls/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/export_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/custom_gantt_view/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/gantt_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/sales_credit_limit/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/credit_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
<div class="carousel-item" |
|||
style="min-height:0px"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/base_account_budget/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/budget_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/product_to_quotation/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/quotation_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/employee_documents_expiry/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/employee_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- Left and right controls --> |
|||
<a class="carousel-control-prev" |
|||
href="#demo1" data-slide="prev" |
|||
style="left:-25px;width: 35px;color: #000;"> <span |
|||
class="carousel-control-prev-icon"><i |
|||
class="fa fa-chevron-left" |
|||
style="font-size:24px"></i></span> |
|||
</a> <a |
|||
class="carousel-control-next" |
|||
href="#demo1" |
|||
data-slide="next" |
|||
style="right:-25px;width: 35px;color: #000;"> |
|||
<span class="carousel-control-next-icon"><i |
|||
class="fa fa-chevron-right" |
|||
style="font-size:24px"></i></span> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF SUGGESTED PRODUCTS --> |
|||
|
|||
<!-- OUR SERVICES --> |
|||
<section class="container" |
|||
style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Our Services</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/cogs.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Customization</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/wrench.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/lifebuoy.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Support</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/user.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Hire |
|||
Odoo |
|||
Developer</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/puzzle.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Integration</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/update.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Migration</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/consultation.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Consultancy</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/training.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/license.png" |
|||
class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Licensing Consultancy</h6> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF END OF OUR SERVICES --> |
|||
|
|||
<!-- OUR INDUSTRIES --> |
|||
<section class="container" |
|||
style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Our Industries</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/trading-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Trading |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easily procure |
|||
and |
|||
sell your products</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/pos-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
POS |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easy |
|||
configuration |
|||
and convivial experience</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/education-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Education |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
A platform for |
|||
educational management</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/manufacturing-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Manufacturing |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Plan, track and |
|||
schedule your operations</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/ecom-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
E-commerce & Website |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Mobile |
|||
friendly, |
|||
awe-inspiring product pages</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/service-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Service Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Keep track of |
|||
services and invoice</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/restaurant-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Restaurant |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Run your bar or |
|||
restaurant methodically</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/hotel-black.png" |
|||
class="img-responsive mb-3" |
|||
height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Hotel Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
An |
|||
all-inclusive |
|||
hotel management application</p> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
</section> |
|||
|
|||
<!-- END OF END OF OUR INDUSTRIES --> |
|||
|
|||
<!-- FOOTER --> |
|||
<!-- Footer Section --> |
|||
<section class="container" |
|||
style="margin: 5rem auto 2rem;"> |
|||
<div class="row" style="max-width:1540px;"> |
|||
<div class="col-lg-12"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Need Help?</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- Contact Cards --> |
|||
<div class="row d-flex justify-content-center align-items-center" |
|||
style="max-width:1540px; margin: 0 auto 2rem auto;"> |
|||
|
|||
<div class="col-lg-12" |
|||
style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; "> |
|||
|
|||
<div class="row mt-4"> |
|||
<div class="col-lg-6"> |
|||
<a href="mailto:odoo@cybrosys.com" |
|||
target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a> |
|||
</div> |
|||
<div class="col-lg-6"> |
|||
<a href="https://api.whatsapp.com/send?phone=918606827707" |
|||
target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-whatsapp mr-2"></i>+91 |
|||
86068 27707</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
<!-- End of Contact Cards --> |
|||
</section> |
|||
<!-- Footer --> |
|||
<section class="oe_container" |
|||
style="padding: 2rem 3rem 1rem;"> |
|||
<div class="row" |
|||
style="max-width:1540px; margin: 0 auto; margin-right: 3rem; "> |
|||
<!-- Logo --> |
|||
<div class="col-lg-12 d-flex justify-content-center align-items-center" |
|||
style="margin-top: 3rem;"> |
|||
<img src="https://www.cybrosys.com/images/logo.png" |
|||
width="200px" |
|||
height="auto"/> |
|||
</div> |
|||
<!-- End of Logo --> |
|||
<div class="col-lg-12"> |
|||
<hr |
|||
style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;"> |
|||
<!-- End of Footer Section --> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF FOOTER --> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
@ -0,0 +1,21 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Loan Documents Action--> |
|||
<record id="loan_documents_action" model="ir.actions.act_window"> |
|||
<field name="name">Loan Documents</field> |
|||
<field name="res_model">loan.documents</field> |
|||
<field name="view_mode">tree,form</field> |
|||
</record> |
|||
<!-- Loan Documents Tree View --> |
|||
<record id="loan_documents_view_tree" model="ir.ui.view"> |
|||
<field name="name">loan.documents.view.tree</field> |
|||
<field name="model">loan.documents</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Loan Documents" editable="bottom"> |
|||
<field name="loan_proofs"/> |
|||
<field name="company_id"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,24 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Loan Management Menu Items--> |
|||
<menuitem id="loan_management_menu_root" name="Loan Management" |
|||
web_icon="advanced_loan_management,static/description/icon.png"/> |
|||
<menuitem id="loan_management_loan" name="Loan" sequence="10" |
|||
parent="loan_management_menu_root"/> |
|||
<menuitem id="loan_management_request" name="Loan requests" |
|||
parent="loan_management_loan" action="loan_request_action"/> |
|||
<menuitem id="loan_management_type" name="Loan types" |
|||
parent="loan_management_loan" action="loan_type_action"/> |
|||
<menuitem id="loan_management_lines" name="Repayments" |
|||
parent="loan_management_loan" action="repayment_line_action"/> |
|||
<menuitem id="loan_management_certificates" name="Documents" sequence="15" |
|||
parent="loan_management_menu_root"/> |
|||
<menuitem id="loan_management_proofs" name="Loan Proofs" |
|||
parent="loan_management_certificates" action="loan_documents_action"/> |
|||
<menuitem id="loan_management_conf" name="Configuration" sequence="20" |
|||
parent="loan_management_menu_root"/> |
|||
<menuitem id="loan_management_settings" name="Settings" |
|||
parent="loan_management_conf" action="res_config_settings_action"/> |
|||
<menuitem id="loan_management_report" name="Loan Report" sequence="20" |
|||
parent="loan_management_menu_root"/> |
|||
</odoo> |
@ -0,0 +1,169 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Loan Request Action--> |
|||
<record id="loan_request_action" model="ir.actions.act_window"> |
|||
<field name="name">Loan Request</field> |
|||
<field name="res_model">loan.request</field> |
|||
<field name="view_mode">tree,form</field> |
|||
</record> |
|||
|
|||
<!-- Loan Request Tree View--> |
|||
<record id="loan_request_view_tree" model="ir.ui.view"> |
|||
<field name="name">loan.request.view.tree</field> |
|||
<field name="model">loan.request</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Loan Request"> |
|||
<field name="name"/> |
|||
<field name="partner_id"/> |
|||
<field name="loan_amount"/> |
|||
<field name="interest_rate"/> |
|||
<field name="date"/> |
|||
<field name="tenure"/> |
|||
<field name="company_id"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Sequence Number Loan Request Records--> |
|||
<record id="increment_loan_reference" model="ir.sequence"> |
|||
<field name="name">Loan Reference</field> |
|||
<field name="code">increment_loan_ref</field> |
|||
<field name="prefix">LOAN</field> |
|||
<field name="padding">3</field> |
|||
</record> |
|||
|
|||
<!-- Loan Request Form View--> |
|||
<record id="loan_request_view_form" model="ir.ui.view"> |
|||
<field name="name">loan.request.view.form</field> |
|||
<field name="model">loan.request</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<form string="Loan Request"> |
|||
<header> |
|||
<div class="alert alert-info" role="alert" |
|||
style="height: 40px; margin-bottom:0px;" |
|||
attrs="{'invisible':[('state', 'not in', 'waiting for approval')]}" |
|||
groups="advanced_loan_management.loan_management_group_user"> |
|||
Waiting for approval from the manager |
|||
</div> |
|||
|
|||
<field name="state" widget="statusbar" |
|||
statusbar_visible="draft,confirmed,approved"/> |
|||
<button name="action_loan_request" class="oe_highlight" |
|||
states="draft" string="Confirm" |
|||
type="object"/> |
|||
<button name="action_compute_repayment" class="oe_highlight" |
|||
states="confirmed" |
|||
string="Compute Repayments" |
|||
type="object"/> |
|||
<button name="action_request_for_loan" class="oe_highlight" |
|||
states="confirmed" string="Request" |
|||
type="object"/> |
|||
<button name="action_loan_approved" class="oe_highlight" |
|||
states="waiting for approval" string="Approve" |
|||
type="object" |
|||
groups="advanced_loan_management.loan_management_group_manager"/> |
|||
<button name="action_loan_rejected" class="oe_highlight" |
|||
states="waiting for approval" string="Reject" |
|||
type="object" |
|||
groups="advanced_loan_management.loan_management_group_manager"/> |
|||
<button name="action_disburse_loan" class="oe_highlight" |
|||
string="Disburse" |
|||
type="object" states="approved"/> |
|||
<button name="action_close_loan" class="oe_highlight" |
|||
string="Close" |
|||
type="object" |
|||
states="disbursed"/> |
|||
</header> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name" style="width: 50%%;" |
|||
placeholder="Loan Type"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="partner_id"/> |
|||
<field name="loan_type_id" |
|||
attrs="{'readonly': [('state', '!=', 'draft')]}"/> |
|||
</group> |
|||
<group> |
|||
<field name="tenure" |
|||
attrs="{'readonly': [('state', '!=', 'draft')]}"/> |
|||
<field name="disbursal_amount"/> |
|||
<field name="currency_id"/> |
|||
<field name="date"/> |
|||
<field name="request" invisible="1"/> |
|||
</group> |
|||
<group> |
|||
<field name="loan_amount"/> |
|||
<field name="interest_rate"/> |
|||
<field name="company_id"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Repayment schedules" |
|||
attrs="{'invisible': [('state', '=', 'draft')]}"> |
|||
<field name="repayment_lines_ids" readonly="1"> |
|||
<tree string="tree" create="false"> |
|||
<field name="name"/> |
|||
<field name="date"/> |
|||
<field name="amount"/> |
|||
<field name="interest_amount"/> |
|||
<field name="total_amount"/> |
|||
<field name="state" |
|||
attrs="{'column_invisible': [('parent.state', '!=', 'disbursed')]}" |
|||
widget="badge" |
|||
optional="show" |
|||
decoration-danger="state == 'unpaid'" |
|||
decoration-warning="state == 'invoiced'" |
|||
decoration-success="state == 'paid'"/> |
|||
<field name="invoice" invisible="1"/> |
|||
<button attrs="{'invisible': ['|', '|', ('invoice', '=', True), |
|||
('state', '!=', 'unpaid'), ('parent.state', '!=', 'disbursed')]}" |
|||
name="action_pay_emi" |
|||
class="oe_highlight" |
|||
string="Pay" |
|||
type="object"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Documents"> |
|||
<group> |
|||
<field name="documents_ids" |
|||
widget="many2many_tags"/> |
|||
<field name="img_attachment_ids" |
|||
widget="many2many_binary"/> |
|||
</group> |
|||
</page> |
|||
<page string="Loan rejection" states="rejected"> |
|||
<field name="reject_reason" readonly="1"/> |
|||
</page> |
|||
<page string="Accounting" |
|||
attrs="{'invisible': [('state', '=', 'draft')]}"> |
|||
<group> |
|||
<group> |
|||
<field name="journal_id" |
|||
attrs="{'required': [('state', '=', 'approved')], 'readonly': [('state', '=', 'disbursed')]}"/> |
|||
</group> |
|||
<group> |
|||
<field name="debit_account_id" |
|||
attrs="{'required': [('state', '=', 'approved')], 'readonly': [('state', '=', 'disbursed')]}"/> |
|||
<field name="credit_account_id" |
|||
attrs="{'required': [('state', '=', 'approved')], 'readonly': [('state', '=', 'disbursed')]}"/> |
|||
</group> |
|||
</group> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
<div class="oe_chatter"> |
|||
<field name="message_follower_ids"/> |
|||
<field name="message_ids"/> |
|||
</div> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,106 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Loan Type Action--> |
|||
<record id="loan_type_action" model="ir.actions.act_window"> |
|||
<field name="name">Loan Type</field> |
|||
<field name="res_model">loan.type</field> |
|||
<field name="view_mode">kanban,tree,form</field> |
|||
</record> |
|||
|
|||
<!-- Loan Type Kanban View--> |
|||
<record id="loan_type_view_kanban" model="ir.ui.view"> |
|||
<field name="name">loan.type.view.kanban</field> |
|||
<field name="model">loan.type</field> |
|||
<field name="arch" type="xml"> |
|||
<kanban> |
|||
<field name='id'/> |
|||
<templates> |
|||
<t t-name="kanban-box"> |
|||
<div class="oe_kanban_global_click"> |
|||
<div class="oe_kanban_details"> |
|||
<strong> |
|||
<ul> |
|||
<li>Name : |
|||
<field name="name"/> |
|||
</li> |
|||
<li>Amount : |
|||
<field name="loan_amount"/> |
|||
</li> |
|||
<li>Tenure : |
|||
<field name="tenure"/> |
|||
</li> |
|||
<li> |
|||
<field name="interest_rate" widget="percentage"/> |
|||
</li> |
|||
</ul> |
|||
</strong> |
|||
</div> |
|||
</div> |
|||
</t> |
|||
</templates> |
|||
</kanban> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Loan Type Tree View--> |
|||
<record id="loan_type_view_tree" model="ir.ui.view"> |
|||
<field name="name">loan.type.view.tree</field> |
|||
<field name="model">loan.type</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Loan Type"> |
|||
<field name="name"/> |
|||
<field name="loan_amount"/> |
|||
<field name="interest_rate"/> |
|||
<field name="processing_fee"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Loan Type Form View--> |
|||
<record id="loan_type_view_form" model="ir.ui.view"> |
|||
<field name="name">loan.type.view.form</field> |
|||
<field name="model">loan.type</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<form string="Loan Type"> |
|||
<header/> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name" style="width: 50%%;" placeholder="Loan Type"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="loan_amount"/> |
|||
<field name="tenure"/> |
|||
<field name="tenure_plan"/> |
|||
<field name="documents_ids" widget="many2many_tags"/> |
|||
</group> |
|||
|
|||
<group> |
|||
<field name="processing_fee"/> |
|||
<field name="interest_rate" widget="percentage"/> |
|||
<field name="disbursal_amount"/> |
|||
</group> |
|||
<br/> |
|||
<br/> |
|||
</group> |
|||
<br/> |
|||
<notebook> |
|||
<page string="Reminder"> |
|||
<group> |
|||
<field name="note"/> |
|||
</group> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
<div class="oe_chatter"> |
|||
<field name="message_follower_ids"/> |
|||
<field name="message_ids"/> |
|||
</div> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,96 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Default GroupBy--> |
|||
<record id="repayment_line_default_group" model="ir.ui.view"> |
|||
<field name="name">repayment.line.default.group</field> |
|||
<field name="model">repayment.line</field> |
|||
<field name="arch" type="xml"> |
|||
<search string="Loan"> |
|||
<filter name="loan" string="Loan ID" context="{'group_by': 'loan_id'}"/> |
|||
</search> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Repayment Line Action--> |
|||
<record id="repayment_line_action" model="ir.actions.act_window"> |
|||
<field name="name">Repayment Line</field> |
|||
<field name="res_model">repayment.line</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="context">{'search_default_loan': 1}</field> |
|||
<field name="search_view_id" ref="repayment_line_default_group"/> |
|||
</record> |
|||
|
|||
<!-- Repayment Line Tree View--> |
|||
<record id="repayment_line_view_tree" model="ir.ui.view"> |
|||
<field name="name">repayment.line.view.tree</field> |
|||
<field name="model">repayment.line</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Loan Request" create="false"> |
|||
<field name="name"/> |
|||
<field name="partner_id"/> |
|||
<field name="loan_id"/> |
|||
<field name="date"/> |
|||
<field name="total_amount"/> |
|||
<field name="company_id"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Repayment Line Form View --> |
|||
<record id="repayment_line_view_form" model="ir.ui.view"> |
|||
<field name="name">repayment.line.view.form</field> |
|||
<field name="model">repayment.line</field> |
|||
<field name="priority" eval="8"/> |
|||
<field name="arch" type="xml"> |
|||
<form string="Repayment Line" create="false"> |
|||
<header> |
|||
<field name="state" widget="statusbar" |
|||
statusbar_visible="unpaid,paid"/> |
|||
<button attrs="{'invisible': ['|', ('invoice', '=', True), ('state', '!=', 'unpaid')]}" |
|||
name="action_pay_emi" |
|||
class="oe_highlight" |
|||
string="Pay" |
|||
type="object"/> |
|||
</header> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name" style="width: 50%%;"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="partner_id"/> |
|||
<field name="loan_id"/> |
|||
</group> |
|||
<group> |
|||
<field name="date"/> |
|||
<field name="amount"/> |
|||
<field name="interest_amount"/> |
|||
<field name="total_amount"/> |
|||
<field name="invoice" invisible="1"/> |
|||
</group> |
|||
<group> |
|||
<field name="company_id"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Accounting"> |
|||
<group> |
|||
<group> |
|||
<field name="journal_loan_id"/> |
|||
</group> |
|||
<group> |
|||
<field name="interest_account_id"/> |
|||
<field name="repayment_account_id"/> |
|||
</group> |
|||
</group> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,56 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Loan Management Action For Conf Settings--> |
|||
<record id="res_config_settings_action" model="ir.actions.act_window"> |
|||
<field name="name">Settings</field> |
|||
<field name="type">ir.actions.act_window</field> |
|||
<field name="res_model">res.config.settings</field> |
|||
<field name="view_mode">form</field> |
|||
<field name="target">inline</field> |
|||
<field name="context">{'module' : 'advanced_loan_management', 'bin_size': |
|||
False} |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Loan Management Form View For Conf Settings--> |
|||
<record id="res_config_settings_view_form" model="ir.ui.view"> |
|||
<field name="name">res.config.settings.view.form.inherit.loan.management |
|||
</field> |
|||
<field name="model">res.config.settings</field> |
|||
<field name="inherit_id" ref="base.res_config_settings_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//div[hasclass('settings')]" position="inside"> |
|||
<div class="app_settings_block" |
|||
data-string="Loan_management" id="loan" |
|||
string="Loan_management" |
|||
data-key="advanced_loan_management"> |
|||
<h2>Loan_management</h2> |
|||
<div class="row mt16 o_settings_container" |
|||
id="loan_product_setting"> |
|||
<div class="col-12 col-lg-6 o_setting_box"> |
|||
<div class="o_setting_left_pane"/> |
|||
<div class="o_setting_right_pane"> |
|||
<span class="o_form_label">Products</span> |
|||
<div class="text-muted content-group mt16"> |
|||
<span>Products For Invoicing Repayment |
|||
</span> |
|||
<group> |
|||
<field name="interest_product_id" |
|||
class="text-center" |
|||
style="width: 70%; min-width: 4rem;"/> |
|||
</group> |
|||
<group/> |
|||
<group> |
|||
<field name="repayment_product_id" |
|||
class="text-center" |
|||
style="width: 70%; min-width: 6rem;"/> |
|||
</group> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,17 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- res partner inherit Loans --> |
|||
<record id="res_partner_view_form_inherit" model="ir.ui.view"> |
|||
<field name="name">res.partner.view.form.inherit.loan.management</field> |
|||
<field name="model">res.partner</field> |
|||
<field name="inherit_id" ref="base.view_partner_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//div[@name='button_box']" position="inside"> |
|||
<button name="action_view_loans" type="object" class="oe_stat_button" |
|||
icon="fa-calendar"> |
|||
<field name="loan_count" widget="statinfo" string="Loans"/> |
|||
</button> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from .import message_popup, reject_reason |
@ -0,0 +1,30 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class MessageWizard(models.TransientModel): |
|||
"""For creating alert messages""" |
|||
_name = 'message.popup' |
|||
_description = 'Generate Popup Message' |
|||
|
|||
message = fields.Text(string='Message', required=True, help="Alert Content") |
@ -0,0 +1,18 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Message Wizard View--> |
|||
<record id="message_wizard_view_form" model="ir.ui.view"> |
|||
<field name="name">message.popup.view.form</field> |
|||
<field name="model">message.popup</field> |
|||
<field name="arch" type="xml"> |
|||
<form> |
|||
<p class="text-center"> |
|||
<field name="message"/> |
|||
</p> |
|||
<footer> |
|||
<button string="Ok" class="oe_highlight" special="cancel"/> |
|||
</footer> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,40 @@ |
|||
# -*- coding: utf-8 -*- |
|||
################################################################################ |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Sabeel B (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
################################################################################ |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class RejectReasonWizard(models.TransientModel): |
|||
"""Reject reasons from the company side""" |
|||
_name = 'reject.reason' |
|||
_description = 'Reject Reasons From The Company Side' |
|||
|
|||
reason = fields.Text(string="Reason", help="Reason Content") |
|||
loan = fields.Char(string="Loan", help="Invisible Field") |
|||
|
|||
def action_reject_reason_txt(self): |
|||
"""Attach Reject Reason""" |
|||
loan_request = self.env['loan.request'].search( |
|||
[('name', '=', self.loan)]) |
|||
loan_request.write({ |
|||
'state': 'rejected', |
|||
'reject_reason': self.reason |
|||
}) |
@ -0,0 +1,23 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Reject Reason Wizard View--> |
|||
<record id="reject_reason_wizard_view_form" model="ir.ui.view"> |
|||
<field name="name">reject.reason.view.form</field> |
|||
<field name="model">reject.reason</field> |
|||
<field name="type">form</field> |
|||
<field name="arch" type="xml"> |
|||
<form> |
|||
<group> |
|||
<field name="reason"/> |
|||
<field name="loan" invisible="1"/> |
|||
</group> |
|||
<footer> |
|||
<button name="action_reject_reason_txt" string="Reject" |
|||
type="object" class="oe_highlight"/> |
|||
<button string="Cancel" class="btn btn-default" |
|||
special="cancel"/> |
|||
</footer> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
</odoo> |