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 diff --git a/advanced_loan_management/models/loan_type.py b/advanced_loan_management/models/loan_type.py new file mode 100644 index 000000000..e8dbb8055 --- /dev/null +++ b/advanced_loan_management/models/loan_type.py @@ -0,0 +1,59 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(
+
+
+
+
+
+
+
+
+
+
+
+ Loan Report
+
+
+ Name:
+
+
+ +
+ +
+ +
+
+
+ + +
+ +
+ +
+
| Loan Type | +Tenure | +Loan Amount | +Interest Rate | +
+ |
+
+ |
+
+ |
+
+ |
+
+
|---|
+
+
Amortization Schedule
+| SI.No | +Name | +Date | +Amount | +Interest Amount | +Total Amount | +State | +
|---|---|---|---|---|---|---|
|
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+
+
+
+
+
+
+ 
+
+
+
+ + Loan Management
++ Manage Loan Disburse/Amortization Activities. +
+
+
+
+
+
+
+
+
+
+
+
++ Overview
++
+ 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. +
+
+
+
+
+
+
+
++ Features
++
+
+
+
+
+ 
+ Available in Odoo 16.0 Community and enterprise
+
+
+
+
+ Available in Odoo 16.0 Community and enterprise
+
+
+
+ Create And Manage Different Loan Types
+
+
+
+
+ Create And Manage Different Loan Types
+
+
+
+ Can Add Documents as Proofs
+
+
+
+ Can Add Documents as Proofs
+
+
+
+
+
+ Manage Requests For Loan
+
+
+
+
+ Manage Requests For Loan
+
+
+
+ Mail Notification For Confirming Loan Request.
+
+
+
+ Mail Notification For Confirming Loan Request.
+
+
+
+ Quick Repayment Schedule Calculation.
+
+
+
+ Quick Repayment Schedule Calculation.
+
+
+
+ Print Individual Loan Report.
+
+
+
+ Print Individual Loan Report.
+
+
+
+ Invoicing Products.
+
+
+
+ Invoicing Products.
+
+
+
diff --git a/advanced_loan_management/views/loan_documents_views.xml b/advanced_loan_management/views/loan_documents_views.xml
new file mode 100644
index 000000000..1cac02ff3
--- /dev/null
+++ b/advanced_loan_management/views/loan_documents_views.xml
@@ -0,0 +1,21 @@
+
+
+
+ +
++ Screenshots
++ +
+
+
+ 
+ 
+
+
+
+ + There are two type of User Access
+
+
+
+
+
+
+ 
+
+
+ + Different Types Of Loan. +
++ Can create different loan types.
+
+
+ 
+
+
+
+
+
+
+ + Add Documents. +
++ Go to Documents -> Loan Proofs->Create Documents.(For + easy loan + approvals).
+
+
+
+
+
+ 
+
+
+ + Loan Requests. +
++ Can create loan requests for each customers.
+
+
+
+
+
+ 
+
+
+ + Attach Documents. +
++ Many2many attachment line.
+
+
+
+
+
+ 
+ 
+
+
+ + Computing Repayment Schedule. +
++ Can create repayment schedule lines .
+
+
+
+
+
+
+ 
+
+
+ + Request For Approval. +
++ User can send request to manager for + approval and state changes + to 'waiting for approval'.
+
+
+
+
+
+
+ 
+
+
+ + Approve/Reject .. +
++ Manager can approve or reject the + loan.
+
+
+
+
+
+ 
+
+
+ + Disburse The Loan. +
++ Can disburse the loan to the + customer by creating journal entry + of disbursal.
+
+
+
+
+
+ 
+
+
+ + Invoicing Products. +
++ Choose invoicing products from + configuration.
+
+
+
+
+
+ 
+ 
+
+
+ + Create Invoice. +
++ Create invoices for each + repayments.
+
+
+
+
+
+
+ 
+
+
+ + Close Loan. +
++ Change the state to closed after + all repayments are paid.
+
+
+
+
+
+ 
+ 
+
+
+ + PDF Report. +
++ Can print pdf reports.
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ + +
+
+
+
+ + Suggested Products
++ + +
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+ + Our Services
++
+
+
+
+ 
+
+
+ + Odoo + Customization
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+
+
+ 
+
+
+ + Odoo + Support
+
+
+
+
+ 
+
+
+ + Hire + Odoo + Developer
+
+
+
+
+ 
+
+
+ + Odoo + Integration
+
+
+
+
+
+ 
+
+
+ + Odoo + Migration
+
+
+
+
+ 
+
+
+ + Odoo + Consultancy
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+ 
+
+
+ + Odoo + Licensing Consultancy
+
+
+
+
+
+
+ + Our Industries
++
+
+
+
+ 
+
+
+ + Trading +
++ Easily procure + and + sell your products
+
+
+
+
+ 
+
+
+ + POS +
++ Easy + configuration + and convivial experience
+
+
+
+
+ 
+
+
+ + Education +
++ A platform for + educational management
+
+
+
+
+ 
+
+
+ + Manufacturing +
++ Plan, track and + schedule your operations
+
+
+
+
+ 
+
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
+
+
+
+
+ 
+
+
+ + Service Management +
++ Keep track of + services and invoice
+
+
+
+
+ 
+
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
+
+
+
+
+ 
+
+
+ + Hotel Management +
++ An + all-inclusive + hotel management application
+
+
+
+
+
+
+
+ + Need Help?
++
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+ +
+ + +
+
+
+
+
+ -
+
- Name :
+
+
+ - Amount :
+
+
+ - Tenure :
+
+
+ -
+
+
+
+
+ Loan_management
+
+
+
+
+
+
+ Products
+
+
+ Products For Invoicing Repayment
+
+
+
+
+
+
+