@ -0,0 +1,44 @@ |
|||||
|
.. 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 |
||||
|
------- |
||||
|
* Developers: (V17) Megha K , |
||||
|
(V18) Gayathri V, |
||||
|
Contact : odoo@cybrosys.com |
||||
|
|
||||
|
Contacts |
||||
|
-------- |
||||
|
* Mail Contact : odoo@cybrosys.com |
||||
|
* Website : https://cybrosys.com |
||||
|
|
||||
|
Bug Tracker |
||||
|
----------- |
||||
|
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
||||
|
|
||||
|
Maintainer |
||||
|
========== |
||||
|
.. image:: https://cybrosys.com/images/logo.png |
||||
|
:target: https://cybrosys.com |
||||
|
|
||||
|
This module is maintained by Cybrosys Technologies. |
||||
|
|
||||
|
For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Further information |
||||
|
=================== |
||||
|
HTML Description: `<static/description/index.html>`__ |
||||
|
|
@ -0,0 +1,22 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from . import models, report, wizard |
@ -0,0 +1,59 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (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': '18.0.1.0.0', |
||||
|
'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',], |
||||
|
'demo': ['data/loan_journal_data.xml'], |
||||
|
'data': [ |
||||
|
'security/loan_management_groups.xml', |
||||
|
'security/loan_management_security.xml', |
||||
|
'security/ir.model.access.csv', |
||||
|
'data/ir_sequence_data.xml', |
||||
|
'views/loan_type_views.xml', |
||||
|
'views/loan_request_views.xml', |
||||
|
'views/repayment_lines_views.xml', |
||||
|
'views/loan_documents_views.xml', |
||||
|
'views/res_config_settings_views.xml', |
||||
|
'views/loan_management_menus.xml', |
||||
|
'views/res_partner_views.xml', |
||||
|
'wizard/message_popup_views.xml', |
||||
|
'wizard/reject_reason_views.xml', |
||||
|
'report/loan_management_reports.xml', |
||||
|
'report/loan_report_templates.xml', |
||||
|
], |
||||
|
'images': ['static/description/banner.jpg'], |
||||
|
'license': 'AGPL-3', |
||||
|
'installable': True, |
||||
|
'auto_install': False, |
||||
|
'application': True, |
||||
|
} |
@ -0,0 +1,12 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<data noupdate="1"> |
||||
|
<!-- 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> |
||||
|
</data> |
||||
|
</odoo> |
@ -0,0 +1,41 @@ |
|||||
|
<?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="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="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> |
@ -0,0 +1,6 @@ |
|||||
|
## Module <advanced_loan_management> |
||||
|
|
||||
|
#### 31.5.2025 |
||||
|
#### Version 18.0.1.0.0 |
||||
|
#### ADD |
||||
|
- Initial Commit for Loan Management |
@ -0,0 +1,35 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (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 account_move |
||||
|
from . import account_payment_register |
||||
|
from . import loan_documents |
||||
|
from . import loan_request |
||||
|
from . import loan_type |
||||
|
from . import repayment_lines |
||||
|
from . import res_config_settings |
||||
|
from . import res_partner |
||||
|
|
||||
|
|
||||
|
|
||||
|
|
||||
|
|
||||
|
|
@ -0,0 +1,54 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from odoo import models |
||||
|
|
||||
|
|
||||
|
class AccountMove(models.Model): |
||||
|
"""Alter loan repayment line state on draft and cancel button click""" |
||||
|
_inherit = 'account.move' |
||||
|
|
||||
|
def button_draft(self): |
||||
|
"""Change repayment record state to 'invoiced' |
||||
|
while reset to draft the invoice""" |
||||
|
res = super().button_draft() |
||||
|
loan_line_ids = self.env['repayment.line'].search([ |
||||
|
('name', 'ilike', self.payment_reference)]) |
||||
|
if loan_line_ids: |
||||
|
loan_line_ids.update({ |
||||
|
'state': 'invoiced', |
||||
|
'invoice': True |
||||
|
}) |
||||
|
return res |
||||
|
|
||||
|
def button_cancel(self): |
||||
|
"""Change repayment record state to 'unpaid' |
||||
|
while cancelling the invoice""" |
||||
|
res = super().button_cancel() |
||||
|
for record in self: |
||||
|
loan_line_ids = self.env['repayment.line'].search([ |
||||
|
('name', 'ilike', record.payment_reference)]) |
||||
|
if loan_line_ids: |
||||
|
loan_line_ids.update({ |
||||
|
'state': 'unpaid', |
||||
|
'invoice': False |
||||
|
}) |
||||
|
return res |
@ -0,0 +1,37 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from odoo import models |
||||
|
|
||||
|
|
||||
|
class AccountPaymentRegister(models.TransientModel): |
||||
|
"""Alter loan repayment line state based on invoice status""" |
||||
|
_inherit = 'account.payment.register' |
||||
|
|
||||
|
def _post_payments(self, to_process, edit_mode=False): |
||||
|
"""Change repayment record state to 'paid' while registering the |
||||
|
payment""" |
||||
|
res = super()._post_payments(to_process, edit_mode=False) |
||||
|
for record in self: |
||||
|
loan_line_id = self.env['repayment.line'].search([ |
||||
|
('name', 'ilike', record.communication)]) |
||||
|
loan_line_id.write({'state': 'paid'}) |
||||
|
return res |
@ -0,0 +1,37 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (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", required=True) |
||||
|
company_id = fields.Many2one('res.company', string='Company', |
||||
|
readonly=True, |
||||
|
help="Company Name", |
||||
|
default=lambda self: |
||||
|
self.env.company) |
@ -0,0 +1,265 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (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", |
||||
|
help="Total loan amount", ) |
||||
|
disbursal_amount = fields.Float(string="Disbursal Amount", |
||||
|
help="Total loan amount " |
||||
|
"available to disburse") |
||||
|
tenure = fields.Integer(string="Tenure", default=1, |
||||
|
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", |
||||
|
help="For monitoring the record") |
||||
|
state = fields.Selection(string='State', |
||||
|
selection=[('draft', 'Draft'), ('confirmed', 'Confirmed'), |
||||
|
('waiting', 'Waiting For Approval'), |
||||
|
('approved', 'Approved'), ('disbursed', 'Disbursed'), |
||||
|
('rejected', 'Rejected'), ('closed', 'Closed')], |
||||
|
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"}) |
||||
|
else: |
||||
|
message_id = self.env['message.popup'].create( |
||||
|
{'message': _("Compute the repayments before requesting")}) |
||||
|
return { |
||||
|
'name': _('Repayment'), |
||||
|
'type': 'ir.actions.act_window', |
||||
|
'view_mode': 'form', |
||||
|
'res_model': 'message.popup', |
||||
|
'res_id': message_id.id, |
||||
|
'target': 'new' |
||||
|
} |
||||
|
|
||||
|
def action_loan_approved(self): |
||||
|
"""Change to Approved state""" |
||||
|
self.write({'state': "approved"}) |
||||
|
|
||||
|
def action_disburse_loan(self): |
||||
|
"""Disbursing the loan to customer and creating journal |
||||
|
entry for the disbursement""" |
||||
|
self.write({'state': "disbursed"}) |
||||
|
for loan in self: |
||||
|
amount = loan.disbursal_amount |
||||
|
loan_name = loan.partner_id.name |
||||
|
reference = loan.name |
||||
|
journal_id = loan.journal_id.id |
||||
|
debit_account_id = loan.debit_account_id.id |
||||
|
credit_account_id = loan.credit_account_id.id |
||||
|
date_now = loan.date |
||||
|
debit_vals = { |
||||
|
'name': loan_name, |
||||
|
'account_id': debit_account_id, |
||||
|
'journal_id': journal_id, |
||||
|
'date': date_now, |
||||
|
'debit': amount > 0.0 and amount or 0.0, |
||||
|
'credit': amount < 0.0 and -amount or 0.0, |
||||
|
} |
||||
|
credit_vals = { |
||||
|
'name': loan_name, |
||||
|
'account_id': credit_account_id, |
||||
|
'journal_id': journal_id, |
||||
|
'date': date_now, |
||||
|
'debit': amount < 0.0 and -amount or 0.0, |
||||
|
'credit': amount > 0.0 and amount or 0.0, |
||||
|
} |
||||
|
vals = { |
||||
|
'name': f'DIS / {reference}', |
||||
|
'narration': reference, |
||||
|
'ref': reference, |
||||
|
'journal_id': journal_id, |
||||
|
'date': date_now, |
||||
|
'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)] |
||||
|
} |
||||
|
move = self.env['account.move'].create(vals) |
||||
|
move.action_post() |
||||
|
return True |
||||
|
|
||||
|
def action_close_loan(self): |
||||
|
"""Closing the loan""" |
||||
|
demo = [] |
||||
|
for check in self.repayment_lines_ids: |
||||
|
if check.state == 'unpaid': |
||||
|
demo.append(check) |
||||
|
if len(demo) >= 1: |
||||
|
message_id = self.env['message.popup'].create( |
||||
|
{'message': _("Pending Repayments")}) |
||||
|
return { |
||||
|
'name': _('Repayment'), |
||||
|
'type': 'ir.actions.act_window', |
||||
|
'view_mode': 'form', |
||||
|
'res_model': 'message.popup', |
||||
|
'res_id': message_id.id, |
||||
|
'target': 'new' |
||||
|
} |
||||
|
self.write({'state': "closed"}) |
||||
|
|
||||
|
def action_loan_rejected(self): |
||||
|
"""You can add reject reasons here""" |
||||
|
return {'type': 'ir.actions.act_window', |
||||
|
'name': 'Loan Rejection', |
||||
|
'res_model': 'reject.reason', |
||||
|
'target': 'new', |
||||
|
'view_mode': 'form', |
||||
|
'context': {'default_loan': self.name} |
||||
|
} |
||||
|
|
||||
|
def action_compute_repayment(self): |
||||
|
"""This automatically create the installment the employee need to pay to |
||||
|
company based on payment start date and the no of installments. |
||||
|
""" |
||||
|
self.request = True |
||||
|
for loan in self: |
||||
|
loan.repayment_lines_ids.unlink() |
||||
|
date_start = datetime.strptime(str(loan.date),'%Y-%m-%d') + relativedelta(months=1) |
||||
|
amount = loan.loan_amount / loan.tenure |
||||
|
interest = loan.loan_amount * loan.interest_rate |
||||
|
interest_amount = interest / loan.tenure |
||||
|
total_amount = amount + interest_amount |
||||
|
partner = self.partner_id |
||||
|
for rand_num in range(1, loan.tenure + 1): |
||||
|
self.env['repayment.line'].create({ |
||||
|
'name': f"{loan.name}/{rand_num}", |
||||
|
'partner_id': partner.id, |
||||
|
'date': date_start, |
||||
|
'amount': amount, |
||||
|
'interest_amount': interest_amount, |
||||
|
'total_amount': total_amount, |
||||
|
'interest_account_id': self.env.ref('advanced_loan_management.' |
||||
|
'loan_management_' |
||||
|
'inrst_accounts').id, |
||||
|
'repayment_account_id': self.env.ref('advanced_loan_management.' |
||||
|
'demo_' |
||||
|
'loan_accounts').id, |
||||
|
'loan_id': loan.id}) |
||||
|
date_start += relativedelta(months=1) |
||||
|
return True |
@ -0,0 +1,57 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (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", required=True) |
||||
|
loan_amount = fields.Integer(string='Loan Amount', help="Loan Amount", required=True) |
||||
|
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', 'loan_amount') |
||||
|
def _compute_disbursal_amount(self): |
||||
|
"""Calculating amount for disbursing""" |
||||
|
self.disbursal_amount = self.loan_amount - self.processing_fee |
@ -0,0 +1,149 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (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')], copy=False, |
||||
|
default='unpaid', |
||||
|
help="Includes paid and unpaid states for each " |
||||
|
"repayments", ) |
||||
|
journal_loan_id = fields.Many2one('account.journal', |
||||
|
string="Journal", |
||||
|
store=True, default=lambda self: self. |
||||
|
env['account.journal']. |
||||
|
search([('code', 'like', 'CSH1')]), |
||||
|
help="Journal Record") |
||||
|
interest_account_id = fields.Many2one('account.account', |
||||
|
string="Interest", |
||||
|
store=True, |
||||
|
help="Account For Interest") |
||||
|
repayment_account_id = fields.Many2one('account.account', |
||||
|
string="Repayment", |
||||
|
store=True, |
||||
|
help="Account For Repayment") |
||||
|
invoice = fields.Boolean(string="invoice", default=False, |
||||
|
help="For monitoring the record") |
||||
|
|
||||
|
def action_pay_emi(self): |
||||
|
"""Creates invoice for each EMI""" |
||||
|
time_now = self.date |
||||
|
interest_product_id = self.env['ir.config_parameter'].sudo().get_param( |
||||
|
'advanced_loan_management.interest_product_id') |
||||
|
repayment_product_id = self.env['ir.config_parameter'].sudo().get_param( |
||||
|
'advanced_loan_management.repayment_product_id') |
||||
|
for rec in self: |
||||
|
loan_lines_ids = self.env['repayment.line'].search( |
||||
|
[('loan_id', '=', rec.loan_id.id)], order='date asc') |
||||
|
for line in loan_lines_ids: |
||||
|
if line.date < rec.date and line.state in \ |
||||
|
('unpaid', 'invoiced'): |
||||
|
message_id = self.env['message.popup'].create( |
||||
|
{'message': ( |
||||
|
"You have pending amounts")}) |
||||
|
return { |
||||
|
'name': 'Repayment', |
||||
|
'type': 'ir.actions.act_window', |
||||
|
'view_mode': 'form', |
||||
|
'res_model': 'message.popup', |
||||
|
'res_id': message_id.id, |
||||
|
'target': 'new' |
||||
|
} |
||||
|
|
||||
|
invoice = self.env['account.move'].create({ |
||||
|
'move_type': 'out_invoice', |
||||
|
'invoice_date': time_now, |
||||
|
'partner_id': self.partner_id.id, |
||||
|
'currency_id': self.company_id.currency_id.id, |
||||
|
'payment_reference': self.name, |
||||
|
'invoice_line_ids': [ |
||||
|
(0, 0, { |
||||
|
'price_unit': self.amount, |
||||
|
'product_id': repayment_product_id, |
||||
|
'name': 'Repayment', |
||||
|
'account_id': self.repayment_account_id.id, |
||||
|
'quantity': 1, |
||||
|
}), |
||||
|
(0, 0, { |
||||
|
'price_unit': self.interest_amount, |
||||
|
'product_id': interest_product_id, |
||||
|
'name': 'Interest amount', |
||||
|
'account_id': self.interest_account_id.id, |
||||
|
'quantity': 1, |
||||
|
}), |
||||
|
], |
||||
|
}) |
||||
|
if invoice: |
||||
|
invoice.action_post() |
||||
|
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', |
||||
|
} |
||||
|
|
||||
|
def action_view_invoice(self): |
||||
|
"""To view the invoices""" |
||||
|
invoice = self.env['account.move'].search([ |
||||
|
('payment_reference', '=', self.name) |
||||
|
]) |
||||
|
self.invoice = True |
||||
|
|
||||
|
return { |
||||
|
'name': 'Invoice', |
||||
|
'res_model': 'account.move', |
||||
|
'res_id': invoice.id, |
||||
|
'type': 'ir.actions.act_window', |
||||
|
'view_mode': 'form', |
||||
|
} |
@ -0,0 +1,38 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class ResConfigSettings(models.TransientModel): |
||||
|
"""Add new fields to display service products""" |
||||
|
_inherit = 'res.config.settings' |
||||
|
|
||||
|
interest_product_id = fields.Many2one('product.product', |
||||
|
string="Interest Product", |
||||
|
config_parameter="advanced_loan_management.interest_product_id", |
||||
|
help="Product For Interest " |
||||
|
"To Create Invoice Lines") |
||||
|
repayment_product_id = fields.Many2one('product.product', |
||||
|
string="Repayment Product", |
||||
|
config_parameter="advanced_loan_management.repayment_product_id", |
||||
|
help="Product For Repayment " |
||||
|
"To Create Invoice Lines") |
@ -0,0 +1,49 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class ResPartner(models.Model): |
||||
|
"""Add new tab to display partner's loan count""" |
||||
|
_inherit = "res.partner" |
||||
|
|
||||
|
def _compute_partner_loans(self): |
||||
|
"""This compute the loan amount and total loans count of a partner.""" |
||||
|
self.loan_count = self.env['loan.request'].search_count( |
||||
|
[('partner_id', '=', self.id), |
||||
|
('state', 'in', ('disbursed', 'closed'))]) |
||||
|
|
||||
|
loan_count = fields.Integer(string="Loan Count", |
||||
|
compute='_compute_partner_loans', |
||||
|
help="Displays numbers of loans " |
||||
|
"ongoing and closed by the employee") |
||||
|
|
||||
|
def action_view_loans(self): |
||||
|
"""Returns loan records of current employee""" |
||||
|
return { |
||||
|
'type': 'ir.actions.act_window', |
||||
|
'name': 'Loans', |
||||
|
'view_mode': 'tree', |
||||
|
'res_model': 'loan.request', |
||||
|
'domain': [('partner_id', '=', self.id)], |
||||
|
'context': "{'create': False}" |
||||
|
} |
@ -0,0 +1,23 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from . import loan_management_reports |
||||
|
|
@ -0,0 +1,63 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Gayathri V (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
||||
|
# |
||||
|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from odoo import api, models |
||||
|
|
||||
|
|
||||
|
class LoanDetails(models.AbstractModel): |
||||
|
"""fetch pdf report values""" |
||||
|
_name = 'report.advanced_loan_management.loan_report_template' |
||||
|
|
||||
|
@api.model |
||||
|
def _get_report_values(self, doc_ids, data=None): |
||||
|
loan_id = self.env['loan.request'].browse(doc_ids) |
||||
|
data = { |
||||
|
'Loan_id': loan_id.id, |
||||
|
'Customer': loan_id.partner_id.name, |
||||
|
'CustomerAddress': f"{loan_id.partner_id.street} " |
||||
|
f"{loan_id.partner_id.city}" if loan_id.partner_id.city |
||||
|
else '', |
||||
|
'CustomerAddress2': f"{loan_id.partner_id.city}, " |
||||
|
f"{loan_id.partner_id.state_id.name}" if |
||||
|
loan_id.partner_id.city and loan_id.partner_id.state_id.name |
||||
|
else '', |
||||
|
'CustomerContact': loan_id.partner_id.phone, |
||||
|
'Loan_Type': loan_id.loan_type_id.name, |
||||
|
'Tenure': loan_id.tenure, |
||||
|
'Tenure_type': loan_id.loan_type_id.tenure_plan, |
||||
|
'Interest_Rate': str(loan_id.interest_rate * 100), |
||||
|
'Loan_Amount': str(loan_id.loan_amount), |
||||
|
} |
||||
|
"""Fetching values for the report using query and returns the value""" |
||||
|
query = """SELECT name as Name, date as Date, amount as Amount, |
||||
|
interest_amount as Interest_amount,state as State, |
||||
|
total_amount as Total_amount FROM repayment_line""" |
||||
|
check = """WHERE""" |
||||
|
condition = """loan_id='{cust}'""".format(cust=loan_id.id) |
||||
|
query = """{} {} {}""".format(query, check, condition) |
||||
|
self.env.cr.execute(query) |
||||
|
record = self.env.cr.dictfetchall() |
||||
|
record_sort = sorted(record, key=lambda x: x['date']) |
||||
|
return { |
||||
|
'docs': record_sort, |
||||
|
'doc_ids': doc_ids, |
||||
|
'data': data, |
||||
|
} |
@ -0,0 +1,13 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
<!-- PDF report action--> |
||||
|
<record id="loan_management_report_action" model="ir.actions.report"> |
||||
|
<field name="name">Loan Request</field> |
||||
|
<field name="model">loan.request</field> |
||||
|
<field name="report_type">qweb-pdf</field> |
||||
|
<field name="report_name">advanced_loan_management.loan_report_template</field> |
||||
|
<field name="report_file">advanced_loan_management.loan_report_template</field> |
||||
|
<field name="binding_model_id" ref="model_loan_request"/> |
||||
|
<field name="binding_type">report</field> |
||||
|
</record> |
||||
|
</odoo> |
@ -0,0 +1,96 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
<!-- PDF report Template--> |
||||
|
<template id="loan_report_template"> |
||||
|
<t t-call="web.html_container"> |
||||
|
<t t-call="web.external_layout"> |
||||
|
<div class="page"> |
||||
|
<h3 align="center">Loan Report</h3> |
||||
|
<div> |
||||
|
<group> |
||||
|
<strong>Name:</strong> |
||||
|
<span t-esc="data['Customer']"/> |
||||
|
<br/> |
||||
|
<span t-esc="data['CustomerAddress']"/> |
||||
|
<br/> |
||||
|
<span t-esc="data['CustomerAddress2']"/> |
||||
|
<br/> |
||||
|
<span t-esc="data['CustomerContact']"/> |
||||
|
<br/> |
||||
|
</group> |
||||
|
</div> |
||||
|
<group> |
||||
|
<table class="table table-sm"> |
||||
|
<thead> |
||||
|
<tr> |
||||
|
<th>Loan Type</th> |
||||
|
<th>Tenure</th> |
||||
|
<th>Loan Amount</th> |
||||
|
<th>Interest Rate</th> |
||||
|
</tr> |
||||
|
</thead> |
||||
|
<tbody> |
||||
|
<td 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> |
|
@ -0,0 +1,23 @@ |
|||||
|
<?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_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> |
||||
|
<record id="loan_management_group_manager" model="res.groups"> |
||||
|
<field name="name">Manager</field> |
||||
|
<field name="implied_ids" eval="[(4, ref('advanced_loan_management.loan_management_group_user'))]"/> |
||||
|
<field name="category_id" ref="loan_management_groups"/> |
||||
|
</record> |
||||
|
</data> |
||||
|
</odoo> |
@ -0,0 +1,60 @@ |
|||||
|
<?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> |
||||
|
|
||||
|
<!-- Manager Group Access Rule--> |
||||
|
<record id="loan_request_manager_rule" model="ir.rule"> |
||||
|
<field name="name">Access All Loan Request Created</field> |
||||
|
<field ref="model_loan_request" name="model_id"/> |
||||
|
<field name="domain_force">[(1, '=', 1)]</field> |
||||
|
<field name="groups" |
||||
|
eval="[(4, ref('advanced_loan_management.loan_management_group_manager'))]"/> |
||||
|
<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> |
||||
|
|
||||
|
<!-- User Group Access Rule--> |
||||
|
<record id="loan_request_user_rule" model="ir.rule"> |
||||
|
<field name="name">Access Only Loan Request Created By User</field> |
||||
|
<field ref="model_loan_request" name="model_id"/> |
||||
|
<field name="domain_force">[('create_uid', '=', user.id)]</field> |
||||
|
<field name="groups" |
||||
|
eval="[(4, ref('advanced_loan_management.loan_management_group_user'))]"/> |
||||
|
<field name="perm_read" eval="True"/> |
||||
|
<field name="perm_write" eval="True"/> |
||||
|
<field name="perm_create" eval="True"/> |
||||
|
<field name="perm_unlink" eval="True"/> |
||||
|
<field name="active" eval="True"/> |
||||
|
</record> |
||||
|
</odoo> |
After Width: | Height: | Size: 2.2 KiB |
After Width: | Height: | Size: 28 KiB |
After Width: | Height: | Size: 628 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 210 KiB |
After Width: | Height: | Size: 209 KiB |
After Width: | Height: | Size: 109 KiB |
After Width: | Height: | Size: 495 B |
After Width: | Height: | Size: 1.0 KiB |
After Width: | Height: | Size: 624 B |
After Width: | Height: | Size: 136 KiB |
After Width: | Height: | Size: 214 KiB |
After Width: | Height: | Size: 36 KiB |
After Width: | Height: | Size: 36 KiB |
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 310 B |
After Width: | Height: | Size: 929 B |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 3.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 17 KiB |
After Width: | Height: | Size: 542 B |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 4.3 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 4.0 KiB |
After Width: | Height: | Size: 1.7 KiB |
After Width: | Height: | Size: 414 KiB |
After Width: | Height: | Size: 2.2 KiB |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 600 B |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 2.0 KiB |
After Width: | Height: | Size: 462 B |
After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 926 B |
After Width: | Height: | Size: 9.0 KiB |
After Width: | Height: | Size: 23 KiB |
After Width: | Height: | Size: 7.0 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 800 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 189 KiB |
After Width: | Height: | Size: 4.3 KiB |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 1.7 KiB |
After Width: | Height: | Size: 5.9 KiB |
After Width: | Height: | Size: 1.6 KiB |
After Width: | Height: | Size: 34 KiB |
After Width: | Height: | Size: 26 KiB |
After Width: | Height: | Size: 3.8 KiB |
After Width: | Height: | Size: 23 KiB |
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 2.3 KiB |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 3.7 KiB |
After Width: | Height: | Size: 5.0 KiB |
After Width: | Height: | Size: 875 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 80 KiB |
After Width: | Height: | Size: 1.5 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 2.2 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 2.1 KiB |