@ -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> | 
				
			|||
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