This is a confirmation mail " + f"for your loan{loan_no}. We have submitted your loan " + f"for approval.") + outgoing_mail = self.company_id.email + mail_values = { + 'subject': subject, + 'email_from': outgoing_mail, + 'author_id': self.env.user.partner_id.id, + 'email_to': partner.email, + 'body_html': message, + } + mail = self.env['mail.mail'].sudo().create(mail_values) + mail.send() + + def action_request_for_loan(self): + """Change the state to waiting for approval""" + if self.request: + self.write({'state': "waiting for approval"}) + else: + message_id = self.env['message.popup'].create( + {'message': _("Compute the repayments before requesting")}) + return { + 'name': _('Repayment'), + 'type': 'ir.actions.act_window', + 'view_mode': 'form', + 'res_model': 'message.popup', + 'res_id': message_id.id, + 'target': 'new' + } + + def action_loan_approved(self): + """Change to Approved state""" + self.write({'state': "approved"}) + + def action_disburse_loan(self): + """Disbursing the loan to customer and creating journal + entry for the disbursement""" + self.write({'state': "disbursed"}) + for loan in self: + amount = loan.disbursal_amount + loan_name = loan.partner_id.name + reference = loan.name + journal_id = loan.journal_id.id + debit_account_id = loan.debit_account_id.id + credit_account_id = loan.credit_account_id.id + date_now = loan.date + debit_vals = { + 'name': loan_name, + 'account_id': debit_account_id, + 'journal_id': journal_id, + 'date': date_now, + 'debit': amount > 0.0 and amount or 0.0, + 'credit': amount < 0.0 and -amount or 0.0, + } + credit_vals = { + 'name': loan_name, + 'account_id': credit_account_id, + 'journal_id': journal_id, + 'date': date_now, + 'debit': amount < 0.0 and -amount or 0.0, + 'credit': amount > 0.0 and amount or 0.0, + } + vals = { + 'name': f'DIS / {reference}', + 'narration': reference, + 'ref': reference, + 'journal_id': journal_id, + 'date': date_now, + 'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)] + } + move = self.env['account.move'].create(vals) + move.action_post() + return True + + def action_close_loan(self): + """Closing the loan""" + demo = [] + for check in self.repayment_lines_ids: + if check.state == 'unpaid': + demo.append(check) + if len(demo) >= 1: + message_id = self.env['message.popup'].create( + {'message': _("Pending Repayments")}) + return { + 'name': _('Repayment'), + 'type': 'ir.actions.act_window', + 'view_mode': 'form', + 'res_model': 'message.popup', + 'res_id': message_id.id, + 'target': 'new' + } + self.write({'state': "closed"}) + + def action_loan_rejected(self): + """You can add reject reasons here""" + return {'type': 'ir.actions.act_window', + 'name': 'Loan Rejection', + 'res_model': 'reject.reason', + 'target': 'new', + 'view_mode': 'form', + 'context': {'default_loan': self.name} + } + + def action_compute_repayment(self): + """This automatically create the installment the employee need to pay to + company based on payment start date and the no of installments. + """ + self.request = True + for loan in self: + loan.repayment_lines_ids.unlink() + date_start = datetime.strptime(str(loan.date),'%Y-%m-%d') + relativedelta(months=1) + amount = loan.loan_amount / loan.tenure + interest = loan.loan_amount * loan.interest_rate + interest_amount = interest / loan.tenure + total_amount = amount + interest_amount + partner = self.partner_id + for rand_num in range(1, loan.tenure + 1): + self.env['repayment.line'].create({ + 'name': f"{loan.name}/{rand_num}", + 'partner_id': partner.id, + 'date': date_start, + 'amount': amount, + 'interest_amount': interest_amount, + 'total_amount': total_amount, + 'interest_account_id': self.env.ref('advanced_loan_management.' + 'loan_management_' + 'inrst_accounts').id, + 'repayment_account_id': self.env.ref('advanced_loan_management.' + 'demo_' + 'loan_accounts').id, + 'loan_id': loan.id}) + date_start += relativedelta(months=1) + return True diff --git a/advanced_loan_management/models/loan_type.py b/advanced_loan_management/models/loan_type.py new file mode 100644 index 000000000..66e74f2e5 --- /dev/null +++ b/advanced_loan_management/models/loan_type.py @@ -0,0 +1,57 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(
+
+
+
+
+
+
+
+
+
+
+
+ Loan Report
+
+
+ Name:
+
+
+ +
+ +
+ +
+
+
+ + +
+ +
+ +
+
| Loan Type | +Tenure | +Loan Amount | +Interest Rate | +
+ |
+
+ |
+
+ |
+
+ |
+
+
|---|
+
+
Amortization Schedule
+| SI.No | +Name | +Date | +Amount | +Interest Amount | +Total Amount | +State | +
|---|---|---|---|---|---|---|
|
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+ + Loan Management
++ Manage Loan Disburse/Amortization Activities. +
+
+ 
+
+
+
+
+
+
+ + Key Highlights +
+
+
+
+
+
+
+
+
+
+
+
+ + Create And Manage Different Loan Types.
+
+
+
+
+
+
+
+
+
+ + Can Add Documents as Proofs
+
+
+
+
+
+
+
+
+
+ + Manage Requests For Loan
+
+
+
+
+
+
+
+
+
+ + Mail Notification For Confirming Loan Request.
+
+
+
+
+
+
+
+
+
+ + Quick Repayment Schedule Calculation.
+
+
+
+
+
+
+
+
+
+ + Print Individual Loan Report.
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+ + There are two type of User Access
+
+
+
+
+
+ 
+
+
+
+
+ + Different Types Of Loan
++ Can create different loan types +
+
+
+
+
+
+ 
+
+
+
+
+ + Add Documents
++ Go to Documents -> Loan Proofs->Create Documents.(For easy loan approvals) +
+
+
+
+
+
+ 
+
+
+
+
+ + Loan Requests
++ Can create loan requests for each customer's +
+
+
+
+
+
+ 
+
+
+
+
+ + Computing Repayment Schedule
+Can create repayment schedule lines +
+
+
+
+
+
+ 
+
+
+
+
+ + Request For Approval
+User can send request to manager for approval and state changes to 'waiting for approval' +
+
+
+
+
+
+ 
+
+
+
+
+ + Approve/Reject
+Manager can approve or reject the loan +
+
+
+
+
+
+ 
+
+
+
+
+ + Disburse The Loan
+Can disburse the loan to the customer by creating journal entry of disbursal +
+
+
+
+
+
+ 
+
+
+
+
+ + Invoicing Products
+Choose invoicing products from configuration +
+
+
+
+
+
+ 
+
+
+
+
+ + Create Invoice
+Create invoices for each repayments +
+
+
+
+
+
+ 
+
+
+
+
+ + Close Loan
+Change the state to closed after all repayments are paid +
+
+
+
+
+
+ 
+
+
+
+
+ + PDF Report
+
+
+
+
+ -
+
-
+
 2.svg)
Create And Manage Different Loan Types.
+
+ -
+ Can Add Documents as Proofs
+
+
-
+ Manage Requests For Loan
+
+
-
+ Mail Notification For Confirming Loan Request
+
+
-
+ Quick Repayment Schedule Calculation.
+
+
-
+ Print Individual Loan Report.
+
+
+
+
+
+
+
+ Version
+ 17.0.1.0.0|Released on:30th Mar 2024
+
+ + Loan Management
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