feat: Add Loan Product doctype.

lending/fixtures/amortization_type.json

@@ -0,0 +1,65 @@
+[
+ {
+ "amortization_type": "None",
+ "code": "NO",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:17:52.094010",
+ "name": "None",
+ "sort_order": 0
+ },
+ {
+ "amortization_type": "Interest only",
+ "code": "IN",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:18:22.039032",
+ "name": "Interest only",
+ "sort_order": 1
+ },
+ {
+ "amortization_type": "Progressive annuities towards RV",
+ "code": "PR",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:19:09.576844",
+ "name": "Progressive annuities towards RV",
+ "sort_order": 2
+ },
+ {
+ "amortization_type": "Progressive annuities towards 0",
+ "code": "P0",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:19:29.894895",
+ "name": "Progressive annuities towards 0",
+ "sort_order": 3
+ },
+ {
+ "amortization_type": "Linear annuities towards RV",
+ "code": "LR",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:21:03.069987",
+ "name": "Linear annuities towards RV",
+ "sort_order": 4
+ },
+ {
+ "amortization_type": "Linear annuities towards 0",
+ "code": "L0",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:21:20.658786",
+ "name": "Linear annuities towards 0",
+ "sort_order": 5
+ },
+ {
+ "amortization_type": "Degressive annuities",
+ "code": "D0",
+ "docstatus": 0,
+ "doctype": "Amortization Type",
+ "modified": "2023-09-23 04:23:40.268938",
+ "name": "Degressive annuities",
+ "sort_order": 6
+ }
+]

lending/loan_management/doctype/amortization_type/amortization_type.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("Amortization Type", {
+// refresh(frm) {
+
+// },
+// });

lending/loan_management/doctype/amortization_type/amortization_type.json

@@ -0,0 +1,73 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:amortization_type",
+ "creation": "2023-09-22 23:59:28.235303",
+ "default_view": "List",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "amortization_type",
+ "code",
+ "column_break_rwej",
+ "sort_order"
+ ],
+ "fields": [
+ {
+ "bold": 1,
+ "fieldname": "amortization_type",
+ "fieldtype": "Data",
+ "label": "Amortization Type",
+ "reqd": 1,
+ "translatable": 1,
+ "unique": 1
+ },
+ {
+ "fieldname": "column_break_rwej",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "code",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Code",
+ "reqd": 1,
+ "unique": 1
+ },
+ {
+ "fieldname": "sort_order",
+ "fieldtype": "Int",
+ "in_list_view": 1,
+ "label": "Sort order",
+ "non_negative": 1,
+ "reqd": 1,
+ "search_index": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2023-09-23 04:21:41.579342",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Amortization Type",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "write": 1
+ }
+ ],
+ "sort_field": "sort_order",
+ "sort_order": "DESC",
+ "states": []
+}

lending/loan_management/doctype/amortization_type/amortization_type.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class AmortizationType(Document):
+ pass

lending/loan_management/doctype/amortization_type/test_amortization_type.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestAmortizationType(FrappeTestCase):
+ pass

lending/loan_management/doctype/loan/loan.json

@@ -2,7 +2,7 @@
  "actions": [],
  "allow_import": 1,
  "autoname": "ACC-LOAN-.YYYY.-.#####",
- "creation": "2022-01-25 10:30:02.294967",
+ "creation": "2023-09-23 15:17:22.049362",
  "doctype": "DocType",
  "document_type": "Document",
  "editable_grid": 1,
@@ -18,21 +18,23 @@
  "posting_date",
  "status",
  "section_break_8",
+ "loan_product",
  "loan_type",
+ "is_term_loan",
  "repayment_schedule_type",
+ "maximum_loan_amount",
  "loan_amount",
  "rate_of_interest",
  "is_secured_loan",
- "disbursement_date",
- "closure_date",
- "disbursed_amount",
  "column_break_11",
- "maximum_loan_amount",
  "repayment_method",
  "repayment_periods",
  "monthly_repayment_amount",
+ "mode_of_payment",
+ "disbursed_amount",
+ "closure_date",
+ "disbursement_date",
  "repayment_start_date",
- "is_term_loan",
  "loan_classification_details_section",
  "days_past_due",
  "classification_code",
@@ -44,7 +46,6 @@
  "accounting_dimensions_section",
  "cost_center",
  "account_info",
- "mode_of_payment",
  "disbursement_account",
  "payment_account",
  "column_break_9",
@@ -96,12 +97,13 @@
  "options": "Loan Application"
  },
  {
+ "fetch_from": "loan_product.loan_type",
  "fieldname": "loan_type",
  "fieldtype": "Link",
  "in_list_view": 1,
- "in_standard_filter": 1,
  "label": "Loan Type",
  "options": "Loan Type",
+ "read_only": 1,
  "reqd": 1
  },
  {
@@ -149,12 +151,11 @@
  "options": "Company:company:default_currency"
  },
  {
- "fetch_from": "loan_type.rate_of_interest",
+ "fetch_from": "loan_product.interest_rate",
  "fieldname": "rate_of_interest",
  "fieldtype": "Percent",
  "label": "Rate of Interest (%) / Year",
- "read_only": 1,
- "reqd": 1
+ "read_only": 1
  },
  {
  "depends_on": "eval:doc.status==\"Disbursed\"",
@@ -175,6 +176,7 @@
  },
  {
  "depends_on": "is_term_loan",
+ "fetch_from": ".",
  "fieldname": "repayment_method",
  "fieldtype": "Select",
  "label": "Repayment Method",
@@ -202,13 +204,11 @@
  "label": "Account Info"
  },
  {
- "fetch_from": "loan_type.mode_of_payment",
+ "fetch_from": "loan_product.mode_of_payment",
  "fieldname": "mode_of_payment",
  "fieldtype": "Link",
  "label": "Mode of Payment",
- "options": "Mode of Payment",
- "read_only": 1,
- "reqd": 1
+ "options": "Mode of Payment"
  },
  {
  "fetch_from": "loan_type.payment_account",
@@ -295,7 +295,7 @@
  },
  {
  "default": "0",
- "fetch_from": "loan_type.is_term_loan",
+ "fetch_from": "loan_product.is_term_loan",
  "fieldname": "is_term_loan",
  "fieldtype": "Check",
  "label": "Is Term Loan",
@@ -328,6 +328,7 @@
  },
  {
  "depends_on": "eval:doc.is_secured_loan",
+ "fetch_from": "loan_product.maximum_loan_amount",
  "fieldname": "maximum_loan_amount",
  "fieldtype": "Currency",
  "label": "Maximum Loan Amount",
@@ -404,7 +405,7 @@
  },
  {
  "depends_on": "is_term_loan",
- "fetch_from": "loan_type.repayment_schedule_type",
+ "fetch_from": "loan_product.repayment_schedule_type",
  "fieldname": "repayment_schedule_type",
  "fieldtype": "Data",
  "label": "Repayment Schedule Type",
@@ -473,12 +474,19 @@
  "fieldname": "loan_classification_details_section",
  "fieldtype": "Section Break",
  "label": "Loan Classification Details"
+ },
+ {
+ "fetch_from": ".loan_product",
+ "fieldname": "loan_product",
+ "fieldtype": "Link",
+ "label": "Loan Product",
+ "options": "Loan Product"
  }
  ],
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2023-09-21 20:41:41.531824",
+ "modified": "2023-09-23 15:53:10.605800",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan",

lending/loan_management/doctype/loan/loan.py

@@ -103,7 +103,7 @@ def set_missing_fields(self):
  self.posting_date = nowdate()
 
  if self.loan_type and not self.rate_of_interest:
- self.rate_of_interest = frappe.db.get_value("Loan Type", self.loan_type, "rate_of_interest")
+ self.rate_of_interest = frappe.db.get_value("Loan Product", self.loan_type, "interest_rate")
 
  def check_sanctioned_amount_limit(self):
  sanctioned_amount_limit = get_sanctioned_amount_limit(