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('loan_management.' - 'loan_management_' - 'inrst_accounts').id, - 'repayment_account_id': self.env.ref('loan_management.' - 'demo_' - 'loan_accounts').id, - 'loan_id': loan.id}) - date_start += relativedelta(months=1) - return True diff --git a/loan_management/models/loan_type.py b/loan_management/models/loan_type.py deleted file mode 100644 index b27745bfa..000000000 --- a/loan_management/models/loan_type.py +++ /dev/null @@ -1,60 +0,0 @@ -# -*- coding: utf-8 -*- -################################################################################ -# -# Cybrosys Technologies Pvt. Ltd. -# -# Copyright (C) 2023-TODAY Cybrosys Technologies(
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- Loan Report
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- - Loan Management
-- Manage Loan Disburse/Amortization Activities.
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- - Explore This - Module
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- - Overview -
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- 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,
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- Available in Odoo 16.0 Community and enterprise
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- Available in Odoo 16.0 Community and enterprise
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- Create And Manage Different Loan Types
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- Create And Manage Different Loan Types
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- Can Add Documents as Proofs
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- Can Add Documents as Proofs
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- Manage Requests For Loan
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- Manage Requests For Loan
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- Mail Notification For Confirming Loan Request.
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- Mail Notification For Confirming Loan Request.
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- Quick Repayment Schedule Calculation.
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- Quick Repayment Schedule Calculation.
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- Print Individual Loan Report.
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- Print Individual Loan Report.
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- Invoicing Products.
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- - There are two type of User Access
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- - Different Types Of Loan
-- Can create different loan types -
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- - Add Documents
-- Go to Documents -> Loan Proofs->Create Documents.(For easy loan - approvals)
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- - Loan Requests
-- Can create loan requests for each customers
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- - Attach Documents
-- Many2many attachment line
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- - Computing Repayment Schedule
-- Can create repayment schedule lines
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- - Request For Approval
-- User can send request to manager for approval and state changes - to 'waiting for approval'
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- - Approve/Reject .
-- Manager can approve or reject the loan .
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- - Disburse The Loan
-- Can disburse the loan to the customer by creating journal entry - of disbursal
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- - Invoicing Products
-- Choose invoicing products from configuration
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- - Create Invoice
-- Create invoices for each repayments
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- - Close Loan
-- Change the state to closed after all repayments are paid
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- - Hire - Odoo - Developer
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-- Easily procure - and - sell your products
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-- Easy - configuration - and convivial experience
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-- Plan, track and - schedule your operations
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-- Keep track of - services and invoice
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-- An - all-inclusive - hotel management application
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diff --git a/loan_management/views/loan_documents_views.xml b/loan_management/views/loan_documents_views.xml
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