Browse Source

NOV 27 : [ADD] Initial Commit 'loan_management'

pull/295/head
Shijin V 2 years ago
parent
commit
817f37d518
  1. 42
      loan_management/README.rst
  2. 22
      loan_management/__init__.py
  3. 58
      loan_management/__manifest__.py
  4. 43
      loan_management/data/loan_journal_data.xml
  5. 8
      loan_management/doc/RELEASE_NOTES.md
  6. 29
      loan_management/models/__init__.py
  7. 54
      loan_management/models/account_move.py
  8. 37
      loan_management/models/account_payment_register.py
  9. 38
      loan_management/models/loan_documents.py
  10. 274
      loan_management/models/loan_request.py
  11. 60
      loan_management/models/loan_type.py
  12. 136
      loan_management/models/repayment_lines.py
  13. 42
      loan_management/models/res_config_settings.py
  14. 49
      loan_management/models/res_partner.py
  15. 23
      loan_management/report/__init__.py
  16. 63
      loan_management/report/loan_management_reports.py
  17. 13
      loan_management/report/loan_management_reports.xml
  18. 96
      loan_management/report/loan_report_templates.xml
  19. 11
      loan_management/security/ir.model.access.csv
  20. 25
      loan_management/security/loan_management_groups.xml
  21. 45
      loan_management/security/loan_management_security.xml
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      loan_management/static/description/assets/screenshots/loanatt.png
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      loan_management/static/description/assets/screenshots/loanclose.png
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      loan_management/static/description/assets/screenshots/loaninv.png
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      loan_management/static/description/assets/screenshots/loanpayment.png
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      loan_management/static/description/assets/screenshots/loanpdf.png
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      loan_management/static/description/assets/screenshots/loanrep.png
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      loan_management/static/description/assets/screenshots/loanrepay.png
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      loan_management/static/description/assets/screenshots/loanreq.png
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      loan_management/static/description/assets/screenshots/pdfreport.png
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      loan_management/static/description/banner.png
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      loan_management/static/description/icon.png
  84. 744
      loan_management/static/description/index.html
  85. 21
      loan_management/views/loan_documents_views.xml
  86. 24
      loan_management/views/loan_management_menus.xml
  87. 169
      loan_management/views/loan_request_views.xml
  88. 106
      loan_management/views/loan_type_views.xml
  89. 96
      loan_management/views/repayment_lines_views.xml
  90. 56
      loan_management/views/res_config_settings_views.xml
  91. 17
      loan_management/views/res_partner_views.xml
  92. 25
      loan_management/wizard/__init__.py
  93. 30
      loan_management/wizard/message_popup.py
  94. 18
      loan_management/wizard/message_popup_views.xml
  95. 40
      loan_management/wizard/reject_reason.py
  96. 23
      loan_management/wizard/reject_reason_views.xml

42
loan_management/README.rst

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.. 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: (V16) 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>`__

22
loan_management/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

58
loan_management/__manifest__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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': '16.0.1.0.0',
'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.png'],
'license': 'AGPL-3',
'installable': True,
'auto_install': False,
'application': True,
}

43
loan_management/data/loan_journal_data.xml

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<?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="name">Loan Disburse</field>
<field name="code">200019</field>
<field name="account_type">liability_current</field>
</record>
<record id="loan_management_inrst_accounts" model="account.account">
<field name="name">Loan Interest</field>
<field name="code">200011</field>
<field name="account_type">liability_current</field>
</record>
<record id="demo_loan_accounts" model="account.account">
<field name="company_id" ref="base.main_company"/>
<field name="name">Loan Repayment</field>
<field name="code">200012</field>
<field name="account_type">asset_cash</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>

8
loan_management/doc/RELEASE_NOTES.md

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## Module <loan_management>
#### 27.11.2023
#### Version 16.0.1.0.0
#### ADD
- Initial Commit for Loan Management

29
loan_management/models/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

54
loan_management/models/account_move.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

37
loan_management/models/account_payment_register.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

38
loan_management/models/loan_documents.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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)

274
loan_management/models/loan_request.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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('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

60
loan_management/models/loan_type.py

@ -0,0 +1,60 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

136
loan_management/models/repayment_lines.py

@ -0,0 +1,136 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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(
'loan_management.interest_product_id')
repayment_product_id = self.env['ir.config_parameter'].sudo().get_param(
'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',
}

42
loan_management/models/res_config_settings.py

@ -0,0 +1,42 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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="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="loan_management"
".repayment_"
"product_id",
help="Product For Repayment "
"To Create Invoice Lines")

49
loan_management/models/res_partner.py

@ -0,0 +1,49 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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}"
}

23
loan_management/report/__init__.py

@ -0,0 +1,23 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

63
loan_management/report/loan_management_reports.py

@ -0,0 +1,63 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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.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,
}

13
loan_management/report/loan_management_reports.xml

@ -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">loan_management.loan_report_template</field>
<field name="report_file">loan_management.loan_report_template</field>
<field name="binding_model_id" ref="model_loan_request"/>
<field name="binding_type">report</field>
</record>
</odoo>

96
loan_management/report/loan_report_templates.xml

@ -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 align="center">
<t t-esc="data['Loan_Type']"/>
</td>
<td align="center">
<t t-esc="data['Tenure']"/>
</td>
<td align="center">
<t t-esc="data['Loan_Amount']"/>
</td>
<td align="center">
<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 align="center">
<span t-esc="i"/>
<t t-set="i" t-value="i+1"/>
</td>
<td align="center">
<t t-esc="line['name']"/>
</td>
<td align="center">
<t t-esc="line['date']"/>
</td>
<td align="center">
<t t-esc="line['amount']"/>
</td>
<td align="center">
<t t-esc="line['interest_amount']"/>
</td>
<td align="center">
<t t-esc="line['total_amount']"/>
</td>
<td align="center"
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>

11
loan_management/security/ir.model.access.csv

@ -0,0 +1,11 @@
id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink
access_loan_type_base,access.loan_type.base,model_loan_type,base.group_user,1,1,1,1
access_loan_request_approver,access.loan.request.approver,model_loan_request,loan_management.loan_management_group_manager,1,1,1,1
access_loan_request_user,access.loan.request.user,model_loan_request,loan_management.loan_management_group_user,1,1,1,0
access_loan_documents_base,access.loan.documents.base,model_loan_documents,base.group_user,1,1,1,1
access_repayment_line_base,access.repayment.line.base,model_repayment_line,base.group_user,1,1,1,1
access_reject_reason_wizard_base,access.reject.reason.base,model_reject_reason,base.group_user,1,1,1,1
access_message_wizard_base,access.message.popup.base,model_message_popup,base.group_user,1,1,1,1
1 id name model_id/id group_id/id perm_read perm_write perm_create perm_unlink
2 access_loan_type_base access.loan_type.base model_loan_type base.group_user 1 1 1 1
3 access_loan_request_approver access.loan.request.approver model_loan_request loan_management.loan_management_group_manager 1 1 1 1
4 access_loan_request_user access.loan.request.user model_loan_request loan_management.loan_management_group_user 1 1 1 0
5 access_loan_documents_base access.loan.documents.base model_loan_documents base.group_user 1 1 1 1
6 access_repayment_line_base access.repayment.line.base model_repayment_line base.group_user 1 1 1 1
7 access_reject_reason_wizard_base access.reject.reason.base model_reject_reason base.group_user 1 1 1 1
8 access_message_wizard_base access.message.popup.base model_message_popup base.group_user 1 1 1 1

25
loan_management/security/loan_management_groups.xml

@ -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>

45
loan_management/security/loan_management_security.xml

@ -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('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>

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loan_management/static/description/index.html

@ -0,0 +1,744 @@
<div style="background-color: #714B67; min-height: 600px; width: 100%; padding: 15px; position: relative;">
<!-- TITLE BAR -->
<div class="d-flex align-items-center justify-content-between"
style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;">
<img src="assets/misc/cybrosys-logo.png" width="42" height="42"
style="width: 42px; height: 42px;"/>
<div>
<div style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Community
</div>
<div style="color: #875A7B; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Enterprise
</div>
</div>
</div>
<!-- END OF TITLE BAR -->
<!-- APP HERO -->
<div class="container">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12">
<h1 style="color: #FFFFFF; font-weight: bolder; font-size: 50px; text-align: center; margin-top: 50px;">
Loan Management</h1>
<p style="color:#FFFFFF; padding: 8px 15px; text-align: center; font-size: 24px;">
Manage Loan Disburse/Amortization Activities.</p>
<!-- END OF APP HERO -->
<img src="assets/screenshots/hero.gif"
style="width: 75%; height: auto; position: absolute; margin-left: auto; margin-right: auto; top: 45%; left: 12%; right: auto;"/>
</div>
</div>
</div>
</div>
<!-- NAVIGATION SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px; margin-top: 300px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/compass.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Explore This
Module</h2>
</div>
<div class="row my-4" style="font-family: 'Montserrat', sans-serif;">
<div class="col-sm-12 col-md-6 my-3">
<a href="#overview">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Overview</span>
<span
style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">Learn
more about this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
<div class="col-sm-12 col-md-6 my-3">
<a href="#features">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Features</span>
<span
style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View
features of this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
<div class="col-sm-12 col-md-6 my-3">
<a href="#screenshots">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Screenshots</span>
<span
style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View
screenshots for this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
</div>
<!-- END OF NAVIGATION SECTION -->
<!-- OVERVIEW SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"
id="overview">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/pie-chart.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Overview
</h2>
</div>
<div class="row"
style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;">
<div class="col-sm-12 py-4">
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.
</div>
</div>
<!-- END OF OVERVIEW SECTION -->
<!-- FEATURES SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"
id="features">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/features.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Features
</h2>
</div>
<div class="row"
style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;">
<div class="col-sm-12 col-md-6">
<div class="d-flex align-items-center"
style="margin-top: 40px; margin-bottom: 40px">
<img src="assets/misc/check-box.png" 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 align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" 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 align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" 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="d-flex align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" 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 align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" 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 align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" 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 align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" 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 align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Invoicing Products.</span>
</div>
</div>
<!-- END OF FEATURES SECTION -->
<!-- SCREENSHOTS SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"
id="screenshots">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/pictures.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Screenshots
</h2>
</div>
<div class="row">
<div class="col-sm-12">
<div style="display: block; margin: 30px auto;">
<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/loan0.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loan1.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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>
<img src="assets/screenshots/loan2.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loan3.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loanatt.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loanrep.png" class="img-thumbnail">
<img src="assets/screenshots/loanrepay.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loanreq.png" class="img-thumbnail">
<img src="assets/screenshots/loan6.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loan7.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loandsb.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loan12.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loanpayment.png"
class="img-thumbnail">
<img src="assets/screenshots/loaninv.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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>
</div>
<div>
<img src="assets/screenshots/loanclose.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<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/loanpdf.png" class="img-thumbnail">
<img src="assets/screenshots/pdfreport.png" class="img-thumbnail">
</div>
</div>
</div>
<!-- END OF SCREENSHOTS SECTION -->
<!-- RELATED PRODUCTS -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/categories.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Related
Products
</h2>
</div>
<div class="row">
<div class="col-sm-12">
<div id="demo1" class="row carousel slide" data-ride="carousel">
<!-- The slideshow -->
<div class="carousel-inner" style="padding: 30px;">
<div class="carousel-item" style="min-height: 198.656px;">
<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/dynamic_accounts_report/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/1.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-radius: 0px;"
src="assets/modules/2.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/project_custom_gantt/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/3.png">
</div>
</a>
</div>
</div>
<div class="carousel-item active"
style="min-height: 198.656px;">
<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/account_reports_xlsx/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/4.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/base_accounting_kit/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/5.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/hr_payroll_community/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/6.png">
</div>
</a>
</div>
</div>
</div>
<!-- Left and right controls -->
<a class="carousel-control-prev" href="#demo1" data-slide="prev"
style="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="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 RELATED PRODUCTS -->
<!-- OUR SERVICES -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/star.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Our Services
</h2>
</div>
<div class="container my-5">
<div class="row">
<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>
</div>
<!-- END OF END OF OUR SERVICES -->
<!-- OUR INDUSTRIES -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/corporate.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Our
Industries
</h2>
</div>
<div class="container my-5">
<div class="row">
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; 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: 0px; 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: 0px; 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: 0px; 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: 0px; 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 &amp; 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: 0px; 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: 0px; 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: 0px; 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>
</div>
<!-- END OF END OF OUR INDUSTRIES -->
<!-- SUPPORT -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/customer-support.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Support
</h2>
</div>
<div class="container mt-5">
<div class="row">
<div class="col-sm-12 col-md-6">
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;">
<div class="mr-4"
style="background-color: #714B67; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;">
<img src="assets/misc/support.png" height="48" width="48"
style="width: 42px; height: 42px;"/>
</div>
<div>
<h4>Need Help?</h4>
<p style="line-height: 100%;">Got questions or need help?
Get in touch.</p>
<a href="mailto:odoo@cybrosys.com">
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;">
odoo@cybrosys.com</p>
</a>
</div>
</div>
</div>
<div class="col-sm-12 col-md-6">
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;">
<div class="mr-4"
style="background-color: #2AC44D; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;">
<img src="assets/misc/whatsapp.png" height="52" width="52"
style="width: 52px; height: 52px;"/>
</div>
<div>
<h4>WhatsApp</h4>
<p style="line-height: 100%;">Say hi to us on WhatsApp!</p>
<a href="https://api.whatsapp.com/send?phone=918606827707">
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;">
+91 86068
27707</p>
</a>
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-sm-12 my-5 d-flex justify-content-center align-items-center">
<img src="assets/misc/logo.png" width="144" height="31"
style="width:144px; height: 31px; margin-top: 40px;"/>
</div>
</div>
</div>
<!-- END OF SUPPORT -->

21
loan_management/views/loan_documents_views.xml

@ -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>

24
loan_management/views/loan_management_menus.xml

@ -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="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>

169
loan_management/views/loan_request_views.xml

@ -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="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="loan_management.loan_management_group_manager"/>
<button name="action_loan_rejected" class="oe_highlight"
states="waiting for approval" string="Reject"
type="object"
groups="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>

106
loan_management/views/loan_type_views.xml

@ -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>

96
loan_management/views/repayment_lines_views.xml

@ -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>

56
loan_management/views/res_config_settings_views.xml

@ -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' : '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="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>

17
loan_management/views/res_partner_views.xml

@ -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>

25
loan_management/wizard/__init__.py

@ -0,0 +1,25 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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

30
loan_management/wizard/message_popup.py

@ -0,0 +1,30 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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")

18
loan_management/wizard/message_popup_views.xml

@ -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>

40
loan_management/wizard/reject_reason.py

@ -0,0 +1,40 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-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
})

23
loan_management/wizard/reject_reason_views.xml

@ -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>
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