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274 lines
12 KiB
274 lines
12 KiB
# -*- coding: utf-8 -*-
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################################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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#
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# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
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# Author: Sabeel (odoo@cybrosys.com)
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#
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# You can modify it under the terms of the GNU AFFERO
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
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#
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
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# (AGPL v3) along with this program.
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# If not, see <http://www.gnu.org/licenses/>.
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#
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################################################################################
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from datetime import datetime
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from dateutil.relativedelta import relativedelta
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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class LoanRequest(models.Model):
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"""Can create new loan requests and manage records"""
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_name = 'loan.request'
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_inherit = ['mail.thread']
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_description = 'Loan Request'
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name = fields.Char(string='Loan Reference', readonly=True,
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copy=False, help="Sequence number for loan requests",
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default=lambda self: 'New')
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company_id = fields.Many2one('res.company', string='Company',
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readonly=True,
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help="Company Name",
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default=lambda self:
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self.env.company)
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currency_id = fields.Many2one('res.currency', string='Currency',
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required=True, help="Currency",
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default=lambda self: self.env.user.company_id.
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currency_id)
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loan_type_id = fields.Many2one('loan.type', string='Loan Type',
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required=True, help="Can choose different "
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"loan types suitable")
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loan_amount = fields.Float(string="Loan Amount", store=True,
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help="Total loan amount", )
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disbursal_amount = fields.Float(string="Disbursal_amount",
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help="Total loan amount "
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"available to disburse")
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tenure = fields.Integer(string="Tenure",
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help="Installment period")
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interest_rate = fields.Float(string="Interest rate", help="Interest "
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"percentage")
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date = fields.Date(string="Date", default=fields.Date.today(),
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readonly=True, help="Date")
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partner_id = fields.Many2one('res.partner', string="Partner",
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required=True,
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help="Partner")
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repayment_lines_ids = fields.One2many('repayment.line',
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'loan_id',
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string="Loan Line", index=True,
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help="Repayment lines")
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documents_ids = fields.Many2many('loan.documents',
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string="Proofs",
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help="Documents as proof")
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img_attachment_ids = fields.Many2many('ir.attachment',
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relation="m2m_ir_identity_card_rel",
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column1="documents_ids",
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string="Images",
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help="Image proofs")
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journal_id = fields.Many2one('account.journal',
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string="Journal",
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help="Journal types",
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domain="[('type', '=', 'purchase'),"
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"('company_id', '=', company_id)]",
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)
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debit_account_id = fields.Many2one('account.account',
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string="Debit account",
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help="Choose account for "
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"disbursement debit")
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credit_account_id = fields.Many2one('account.account',
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string="Credit account",
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help="Choose account for "
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"disbursement credit")
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reject_reason = fields.Text(string="Reason", help="Displays "
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"rejected reason")
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request = fields.Boolean(string="Request", default=False,
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help="For monitoring the record")
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state = fields.Selection(
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string='State',
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selection=[('draft', 'Draft'), ('confirmed', 'Confirmed'),
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('waiting for approval', 'Waiting For Approval'),
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('approved', 'Approved'), ('disbursed', 'Disbursed'),
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('rejected', 'Rejected'), ('closed', 'Closed')],
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required=True, readonly=True, copy=False,
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tracking=True, default='draft', help="Loan request states")
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@api.model
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def create(self, vals):
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"""create auto sequence for the loan request records"""
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loan_count = self.env['loan.request'].search(
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[('partner_id', '=', vals['partner_id']),
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('state', 'not in', ('draft', 'rejected', 'closed'))])
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if loan_count:
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for rec in loan_count:
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if rec.state != 'closed':
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raise UserError(
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_('The partner has already an ongoing loan.'))
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else:
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if vals.get('name', 'New') == 'New':
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vals['name'] = self.env['ir.sequence'].next_by_code(
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'increment_loan_ref')
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res = super().create(vals)
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return res
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@api.onchange('loan_type_id')
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def _onchange_loan_type_id(self):
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"""Changing field values based on the chosen loan type"""
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type_id = self.loan_type_id
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self.loan_amount = type_id.loan_amount
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self.disbursal_amount = type_id.disbursal_amount
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self.tenure = type_id.tenure
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self.interest_rate = type_id.interest_rate
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self.documents_ids = type_id.documents_ids
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def action_loan_request(self):
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"""Changes the state to confirmed and send confirmation mail"""
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self.write({'state': "confirmed"})
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partner = self.partner_id
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loan_no = self.name
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subject = 'Loan Confirmation'
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message = (f"Dear {partner.name},<br/> This is a confirmation mail "
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f"for your loan{loan_no}. We have submitted your loan "
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f"for approval.")
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outgoing_mail = self.company_id.email
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mail_values = {
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'subject': subject,
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'email_from': outgoing_mail,
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'author_id': self.env.user.partner_id.id,
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'email_to': partner.email,
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'body_html': message,
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}
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mail = self.env['mail.mail'].sudo().create(mail_values)
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mail.send()
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def action_request_for_loan(self):
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"""Change the state to waiting for approval"""
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if self.request:
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self.write({'state': "waiting for approval"})
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else:
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message_id = self.env['message.popup'].create(
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{'message': _("Compute the repayments before requesting")})
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return {
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'name': _('Repayment'),
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'type': 'ir.actions.act_window',
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'view_mode': 'form',
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'res_model': 'message.popup',
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'res_id': message_id.id,
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'target': 'new'
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}
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def action_loan_approved(self):
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"""Change to Approved state"""
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self.write({'state': "approved"})
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def action_disburse_loan(self):
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"""Disbursing the loan to customer and creating journal
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entry for the disbursement"""
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self.write({'state': "disbursed"})
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for loan in self:
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amount = loan.disbursal_amount
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loan_name = loan.partner_id.name
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reference = loan.name
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journal_id = loan.journal_id.id
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debit_account_id = loan.debit_account_id.id
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credit_account_id = loan.credit_account_id.id
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date_now = loan.date
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debit_vals = {
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'name': loan_name,
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'account_id': debit_account_id,
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'journal_id': journal_id,
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'date': date_now,
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'debit': amount > 0.0 and amount or 0.0,
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'credit': amount < 0.0 and -amount or 0.0,
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}
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credit_vals = {
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'name': loan_name,
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'account_id': credit_account_id,
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'journal_id': journal_id,
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'date': date_now,
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'debit': amount < 0.0 and -amount or 0.0,
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'credit': amount > 0.0 and amount or 0.0,
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}
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vals = {
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'name': f'DIS / {reference}',
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'narration': reference,
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'ref': reference,
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'journal_id': journal_id,
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'date': date_now,
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'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)]
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}
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move = self.env['account.move'].create(vals)
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move.action_post()
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return True
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def action_close_loan(self):
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"""Closing the loan"""
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demo = []
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for check in self.repayment_lines_ids:
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if check.state == 'unpaid':
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demo.append(check)
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if len(demo) >= 1:
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message_id = self.env['message.popup'].create(
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{'message': _("Pending Repayments")})
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return {
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'name': _('Repayment'),
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'type': 'ir.actions.act_window',
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'view_mode': 'form',
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'res_model': 'message.popup',
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'res_id': message_id.id,
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'target': 'new'
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}
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self.write({'state': "closed"})
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def action_loan_rejected(self):
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"""You can add reject reasons here"""
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return {'type': 'ir.actions.act_window',
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'name': 'Loan Rejection',
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'res_model': 'reject.reason',
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'target': 'new',
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'view_mode': 'form',
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'context': {'default_loan': self.name}
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}
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def action_compute_repayment(self):
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"""This automatically create the installment the employee need to pay to
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company based on payment start date and the no of installments.
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"""
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self.request = True
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for loan in self:
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loan.repayment_lines_ids.unlink()
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date_start = (datetime.strptime(str(loan.date),
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'%Y-%m-%d') +
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relativedelta(months=1))
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amount = loan.loan_amount / loan.tenure
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interest = loan.loan_amount * loan.interest_rate
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interest_amount = interest / loan.tenure
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total_amount = amount + interest_amount
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partner = self.partner_id
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for rand_num in range(1, loan.tenure + 1):
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self.env['repayment.line'].create({
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'name': f"{loan.name}/{rand_num}",
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'partner_id': partner.id,
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'date': date_start,
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'amount': amount,
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'interest_amount': interest_amount,
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'total_amount': total_amount,
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'interest_account_id': self.env.ref('advanced_loan_management.'
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'loan_management_'
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'inrst_accounts').id,
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'repayment_account_id': self.env.ref('advanced_loan_management.'
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'demo_'
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'loan_accounts').id,
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'loan_id': loan.id})
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date_start += relativedelta(months=1)
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return True
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