Loan Management for the Members (Non Profit Module) (#13149)
* Renamed - Employee Loan Application to Loan Application, Employee Loan to Loan and field Employee Loan Account to Loan Account
* Patch added
* Dynamic link fields 'applicant' and 'applicant_type'
* Member link visible only if domain non profit is active
* Modified loan_dashboard
* Make Repayment Entry button
* Common file loan_common.js for loan and loan_application
* repayment schedule rows selection in dialog
* validation if repayment amount > total paid amount
* repayment only if disbursement is done, make repayment by selecting the installment which falls in the current month
* fetch nowdate if disbursement date not found
* Rebased with develop
* updated non-profit module page
* updated patch for renamed fields
* dialog to select repayment entries
* hidden field to store reschedule paid status
* update paid check in loan on journal entry updation
* calculate total paid
* updated docs
* codacy fix
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.json b/erpnext/accounts/doctype/journal_entry/journal_entry.json
index 7d182a5..2ae085d 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.json
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.json
@@ -816,6 +816,37 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "paid_loan",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Paid Loan",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "column_break98",
"fieldtype": "Column Break",
"hidden": 0,
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.py b/erpnext/accounts/doctype/journal_entry/journal_entry.py
index addffac..2e4dd83 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.py
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.py
@@ -9,7 +9,7 @@
from erpnext.accounts.utils import get_balance_on, get_account_currency
from erpnext.accounts.party import get_party_account
from erpnext.hr.doctype.expense_claim.expense_claim import update_reimbursed_amount
-from erpnext.hr.doctype.employee_loan.employee_loan import update_disbursement_status
+from erpnext.hr.doctype.loan.loan import update_disbursement_status, update_total_amount_paid
from six import string_types, iteritems
@@ -46,9 +46,9 @@
def on_submit(self):
self.check_credit_limit()
self.make_gl_entries()
+ self.update_loan()
self.update_advance_paid()
self.update_expense_claim()
- self.update_employee_loan()
def get_title(self):
return self.pay_to_recd_from or self.accounts[0].account
@@ -72,7 +72,7 @@
self.make_gl_entries(1)
self.update_advance_paid()
self.update_expense_claim()
- self.update_employee_loan()
+ self.update_loan()
self.unlink_advance_entry_reference()
self.unlink_asset_reference()
@@ -518,11 +518,17 @@
doc = frappe.get_doc("Expense Claim", d.reference_name)
update_reimbursed_amount(doc)
- def update_employee_loan(self):
+ def update_loan(self):
+ if self.paid_loan:
+ paid_loan = json.loads(self.paid_loan)
+ value = 1 if self.docstatus < 2 else 0
+ for name in paid_loan:
+ frappe.db.set_value("Repayment Schedule", name, "paid", value)
for d in self.accounts:
- if d.reference_type=="Employee Loan" and flt(d.debit) > 0:
- doc = frappe.get_doc("Employee Loan", d.reference_name)
+ if d.reference_type=="Loan" and flt(d.debit) > 0:
+ doc = frappe.get_doc("Loan", d.reference_name)
update_disbursement_status(doc)
+ update_total_amount_paid(doc)
def validate_expense_claim(self):
for d in self.accounts:
diff --git a/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json b/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json
index 76ff727..98a2a29 100644
--- a/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json
+++ b/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json
@@ -618,7 +618,7 @@
"label": "Reference Type",
"length": 0,
"no_copy": 0,
- "options": "\nSales Invoice\nPurchase Invoice\nJournal Entry\nSales Order\nPurchase Order\nExpense Claim\nAsset\nEmployee Loan\nPayroll Entry\nEmployee Advance",
+ "options": "\nSales Invoice\nPurchase Invoice\nJournal Entry\nSales Order\nPurchase Order\nExpense Claim\nAsset\nLoan\nPayroll Entry\nEmployee Advance",
"permlevel": 0,
"precision": "",
"print_hide": 0,
diff --git a/erpnext/config/hr.py b/erpnext/config/hr.py
index 2142fc7..4cd1b14 100644
--- a/erpnext/config/hr.py
+++ b/erpnext/config/hr.py
@@ -159,7 +159,7 @@
]
},
{
- "label": _("Employee Loan Management"),
+ "label": _("Loan Management"),
"icon": "icon-list",
"items": [
{
@@ -169,12 +169,12 @@
},
{
"type": "doctype",
- "name": "Employee Loan Application",
- "description": _("Employee Loan Application")
+ "name": "Loan Application",
+ "description": _("Loan Application")
},
{
"type": "doctype",
- "name": "Employee Loan"
+ "name": "Loan"
},
]
},
diff --git a/erpnext/config/non_profit.py b/erpnext/config/non_profit.py
index 60ca80e..ba32342 100644
--- a/erpnext/config/non_profit.py
+++ b/erpnext/config/non_profit.py
@@ -65,6 +65,26 @@
]
},
{
+ "label": _("Loan Management"),
+ "icon": "icon-list",
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Loan Type",
+ "description": _("Define various loan types")
+ },
+ {
+ "type": "doctype",
+ "name": "Loan Application",
+ "description": _("Loan Application")
+ },
+ {
+ "type": "doctype",
+ "name": "Loan"
+ },
+ ]
+ },
+ {
"label": _("Grant Application"),
"items": [
{
diff --git a/erpnext/docs/assets/img/human-resources/loan-repayment.gif b/erpnext/docs/assets/img/human-resources/loan-repayment.gif
new file mode 100644
index 0000000..4144984
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/loan-repayment.gif
Binary files differ
diff --git a/erpnext/docs/user/manual/en/human-resources/articles/index.txt b/erpnext/docs/user/manual/en/human-resources/articles/index.txt
index 3019af5..d1e355c 100644
--- a/erpnext/docs/user/manual/en/human-resources/articles/index.txt
+++ b/erpnext/docs/user/manual/en/human-resources/articles/index.txt
@@ -1,3 +1,3 @@
-employees-loan-management
+loan-management
leave-calculation-in-salary-slip
working-days-in-salary-slip
\ No newline at end of file
diff --git a/erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md b/erpnext/docs/user/manual/en/human-resources/articles/loan-management.md
similarity index 69%
rename from erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md
rename to erpnext/docs/user/manual/en/human-resources/articles/loan-management.md
index dae54ba..160970d 100644
--- a/erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md
+++ b/erpnext/docs/user/manual/en/human-resources/articles/loan-management.md
@@ -1,16 +1,16 @@
-<h1>Employees Loan Management</h1>
+<h1>Loan Management</h1>
-Employee Loan is an sum of money paid by Employer to Employee based on certain terms and condition. There are multiple ways accounting for the Employee loan can be managed. Company could collect loan from an employee separately. Or they can choose to deduct loan installment from the employee's salary.
+Loan is an sum of money paid by Employer to Employee based on certain terms and condition. There are multiple ways accounting for the loan can be managed. Company could collect loan from an employee separately. Or they can choose to deduct loan installment from the employee's salary.
-Let's check below how accounting can be managed for Employee Loan in ERPNext.
+Let's check below how accounting can be managed for Loan in ERPNext.
### 1. Setup Masters
Create following Groups and Ledgers in Chart of Accounts if not there.
-#### 1.1 Employee Loan Account
+#### 1.1 Loan Account
-Create Group as 'Employees Loans' under Current Assets and create employee loan A/C (Ledger) under it. [Check this link for new account creation](/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters)
+Create Group as 'Loans' under Current Assets and create loan A/C (Ledger) under it. [Check this link for new account creation](/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters)
@@ -26,7 +26,7 @@
### 2. Book Loan Amount
-Once loan amount is finalized, make journal voucher to book loan payment entry. You should Credit Loan amount to Bank/Cash account and Debit Loan amount employee loan account.
+Once loan amount is finalized, make journal voucher to book loan payment entry. You should Credit Loan amount to Bank/Cash account and Debit Loan amount loan account.
diff --git a/erpnext/docs/user/manual/en/human-resources/employee-loan-management.md b/erpnext/docs/user/manual/en/human-resources/employee-loan-management.md
deleted file mode 100644
index e85b5d6..0000000
--- a/erpnext/docs/user/manual/en/human-resources/employee-loan-management.md
+++ /dev/null
@@ -1,60 +0,0 @@
-# Employee Loan Management
-This module enables companies which provides employee loans to define and manage employee loans.
-Employees can request loans, which are then reviewed and approved. For the approved loans,
-repayment schedule for the entire loan cycle can be generated and automatic deduction from salary can also be set up.
-
-### Loan Type
-To create a new Loan Type go to:
-
-> Human Resources > Employee Loan Management > Loan Type > New Loan Type
-
-Configure Loan limit and Rate of interest.
-
-<img class="screenshot" alt="Loan Type" src="{{docs_base_url}}/assets/img/human-resources/loan-type.png">
-
-### Employee Loan Application
-
-Employee can apply for loan by going to:
-
-> Human Resources > Employee Loan Management > Employee Loan Application > New Employee Loan Application
-
-<img class="screenshot" alt="Employee Loan Application" src="{{docs_base_url}}/assets/img/human-resources/employee-loan-application.png">
-
-#### In the Employee Loan Application,
-
- * Enter Employee details and Loan details
- * Select the repayment method, and based on your selection enter Repayment Period in Months or repayment Amount
-
-On save, Employee can see Repayment Information and make changes if required before submitting.
-
-<img class="screenshot" alt="Employee Loan Application" src="{{docs_base_url}}/assets/img/human-resources/repayment-info.png">
-
-### Employee Loan
-
-Once the Loan is approved, Manager can create Employee Loan record for the Employee.
-
-> Human Resources > Employee Loan Management > Employee Loan > New Employee Loan
-
-<img class="screenshot" alt="Employee Loan Application" src="{{docs_base_url}}/assets/img/human-resources/employee-loan.png">
-
-#### In the Employee Loan,
-
- * Enter Employee and Loan Application
- * Check "Repay from Salary" if the loan repayment will be deducted from the salary
- * Enter Disbursement Date and Account Info
- * As soon as you hit save, the repayment schedule is generated.
-
-<img class="screenshot" alt="repayment Schedule" src="{{docs_base_url}}/assets/img/human-resources/repayment-schedule.png">
-
-#### Loan repayment deduction from Salary
-
-To auto deduct the Loan repayment from Salary, check "Repay from Salary" in Employee Loan. It will appear as Loan repayment in Salary Slip.
-
-<img class="screenshot" alt="Salary Slip" src="{{docs_base_url}}/assets/img/human-resources/loan-repayment-salary-slip.png">
-
-<div class="embed-container">
- <iframe src="https://www.youtube.com/embed/IUM0t7t4zFU?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
- </iframe>
-</div>
-
-{nex}
\ No newline at end of file
diff --git a/erpnext/docs/user/manual/en/human-resources/index.txt b/erpnext/docs/user/manual/en/human-resources/index.txt
index 758c419..479e2dd 100644
--- a/erpnext/docs/user/manual/en/human-resources/index.txt
+++ b/erpnext/docs/user/manual/en/human-resources/index.txt
@@ -17,5 +17,5 @@
human-resource-setup
daily-work-summary
fleet-management
-employee-loan-management
+loan-management
articles
diff --git a/erpnext/docs/user/manual/en/human-resources/loan-management.md b/erpnext/docs/user/manual/en/human-resources/loan-management.md
new file mode 100644
index 0000000..d8a548b
--- /dev/null
+++ b/erpnext/docs/user/manual/en/human-resources/loan-management.md
@@ -0,0 +1,69 @@
+# Loan Management
+This module enables companies which provides loans to define and manage loans.
+Employees can request loans, which are then reviewed and approved. For the approved loans,
+repayment schedule for the entire loan cycle can be generated and automatic deduction from salary can also be set up.
+
+### Loan Type
+To create a new Loan Type go to:
+
+> Human Resources > Loan Management > Loan Type > New Loan Type
+
+Configure Loan limit and Rate of interest.
+
+<img class="screenshot" alt="Loan Type" src="{{docs_base_url}}/assets/img/human-resources/loan-type.png">
+
+### Loan Application
+
+Employee can apply for loan by going to:
+
+> Human Resources > Loan Management > Loan Application > New Loan Application
+
+<img class="screenshot" alt="Loan Application" src="{{docs_base_url}}/assets/img/human-resources/employee-loan-application.png">
+
+#### In the Loan Application,
+
+ * Enter Employee details and Loan details
+ * Select the repayment method, and based on your selection enter Repayment Period in Months or repayment Amount
+
+On save, Employee can see Repayment Information and make changes if required before submitting.
+
+<img class="screenshot" alt="Loan Application" src="{{docs_base_url}}/assets/img/human-resources/repayment-info.png">
+
+### Loan
+
+Once the Loan is approved, Manager can create Loan record for the Employee.
+
+> Human Resources > Loan Management > Loan > New Loan
+
+<img class="screenshot" alt="Loan Application" src="{{docs_base_url}}/assets/img/human-resources/employee-loan.png">
+
+#### In the Loan,
+
+ * Enter Employee and Loan Application
+ * Check "Repay from Salary" if the loan repayment will be deducted from the salary
+ * Enter Disbursement Date, Repayment Start Date, and Account Info
+ * If the amount has been disbursed and status is set to "Disbursed", as soon as you hit save, the repayment schedule is generated.
+ * The first repayment payment date would be set as per the "Repayment Start Date".
+
+<img class="screenshot" alt="repayment Schedule" src="{{docs_base_url}}/assets/img/human-resources/repayment-schedule.png">
+
+#### Loan Repayment for Members
+
+* After submitting the document, if the status is "Disbursed" and "Repay from Salary" is unchecked, you can click on "Make Repayment Entry" and select the payments which haven't been paid till date.
+* After selecting the rows, you will be routed to Journal Entry where the selected payments will be added and placed in their respective Debit/ Credit accounts.
+* On submitting the Journal Entry, "Paid" will be checked in the payment rows of the Repayment Schedule, for which the Journal entry has been created.
+
+<img class="screenshot" alt="Make Repayment" src="{{docs_base_url}}/assets/img/human-resources/loan-repayment.gif">
+
+#### Loan repayment deduction from Salary
+
+To auto deduct the Loan repayment from Salary, check "Repay from Salary" in Loan. It will appear as Loan repayment in Salary Slip.
+
+<img class="screenshot" alt="Salary Slip" src="{{docs_base_url}}/assets/img/human-resources/loan-repayment-salary-slip.png">
+
+<div class="embed-container">
+ <iframe src="https://www.youtube.com/embed/IUM0t7t4zFU?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
+ </iframe>
+</div>
+
+{next}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/employee_loan.js b/erpnext/hr/doctype/employee_loan/employee_loan.js
deleted file mode 100644
index 1f38105..0000000
--- a/erpnext/hr/doctype/employee_loan/employee_loan.js
+++ /dev/null
@@ -1,118 +0,0 @@
-// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
-// For license information, please see license.txt
-
-frappe.ui.form.on('Employee Loan', {
- onload: function (frm) {
- frm.set_query("employee_loan_application", function () {
- return {
- "filters": {
- "employee": frm.doc.employee,
- "docstatus": 1,
- "status": "Approved"
- }
- };
- });
-
- frm.set_query("interest_income_account", function () {
- return {
- "filters": {
- "company": frm.doc.company,
- "root_type": "Income",
- "is_group": 0
- }
- };
- });
-
- frm.set_query("employee", function() {
- return {
- "filters": {
- "company": frm.doc.company,
- }
- };
- });
-
- $.each(["payment_account", "employee_loan_account"], function (i, field) {
- frm.set_query(field, function () {
- return {
- "filters": {
- "company": frm.doc.company,
- "root_type": "Asset",
- "is_group": 0
- }
- };
- });
- })
- },
-
- refresh: function (frm) {
- if (frm.doc.docstatus == 1 && (frm.doc.status == "Sanctioned" || frm.doc.status == "Partially Disbursed")) {
- frm.add_custom_button(__('Make Disbursement Entry'), function () {
- frm.trigger("make_jv");
- })
- }
- frm.trigger("toggle_fields");
- },
-
- make_jv: function (frm) {
- frappe.call({
- args: {
- "employee_loan": frm.doc.name,
- "company": frm.doc.company,
- "employee_loan_account": frm.doc.employee_loan_account,
- "employee": frm.doc.employee,
- "loan_amount": frm.doc.loan_amount,
- "payment_account": frm.doc.payment_account
- },
- method: "erpnext.hr.doctype.employee_loan.employee_loan.make_jv_entry",
- callback: function (r) {
- if (r.message)
- var doc = frappe.model.sync(r.message)[0];
- frappe.set_route("Form", doc.doctype, doc.name);
- }
- })
- },
- mode_of_payment: function (frm) {
- frappe.call({
- method: "erpnext.accounts.doctype.sales_invoice.sales_invoice.get_bank_cash_account",
- args: {
- "mode_of_payment": frm.doc.mode_of_payment,
- "company": frm.doc.company
- },
- callback: function (r, rt) {
- if (r.message) {
- frm.set_value("payment_account", r.message.account);
- }
- }
- });
- },
-
- employee_loan_application: function (frm) {
- if(frm.doc.employee_loan_application){
- return frappe.call({
- method: "erpnext.hr.doctype.employee_loan.employee_loan.get_employee_loan_application",
- args: {
- "employee_loan_application": frm.doc.employee_loan_application
- },
- callback: function (r) {
- if (!r.exc && r.message) {
- frm.set_value("loan_type", r.message.loan_type);
- frm.set_value("loan_amount", r.message.loan_amount);
- frm.set_value("repayment_method", r.message.repayment_method);
- frm.set_value("monthly_repayment_amount", r.message.repayment_amount);
- frm.set_value("repayment_periods", r.message.repayment_periods);
- frm.set_value("rate_of_interest", r.message.rate_of_interest);
- }
- }
- });
- }
- },
-
- repayment_method: function (frm) {
- frm.trigger("toggle_fields")
- },
-
- toggle_fields: function (frm) {
- frm.toggle_enable("monthly_repayment_amount", frm.doc.repayment_method == "Repay Fixed Amount per Period")
- frm.toggle_enable("repayment_periods", frm.doc.repayment_method == "Repay Over Number of Periods")
- }
-});
diff --git a/erpnext/hr/doctype/employee_loan/employee_loan.py b/erpnext/hr/doctype/employee_loan/employee_loan.py
deleted file mode 100644
index 1751835..0000000
--- a/erpnext/hr/doctype/employee_loan/employee_loan.py
+++ /dev/null
@@ -1,160 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and contributors
-# For license information, please see license.txt
-
-from __future__ import unicode_literals
-import frappe, math
-import erpnext
-from frappe import _
-from frappe.utils import flt, rounded, add_months, nowdate
-from erpnext.controllers.accounts_controller import AccountsController
-
-class EmployeeLoan(AccountsController):
- def validate(self):
- check_repayment_method(self.repayment_method, self.loan_amount, self.monthly_repayment_amount, self.repayment_periods)
- if not self.company:
- self.company = erpnext.get_default_company()
- if not self.posting_date:
- 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")
- if self.repayment_method == "Repay Over Number of Periods":
- self.monthly_repayment_amount = get_monthly_repayment_amount(self.repayment_method, self.loan_amount, self.rate_of_interest, self.repayment_periods)
-
- self.make_repayment_schedule()
- self.set_repayment_period()
- self.calculate_totals()
-
- def make_jv_entry(self):
- self.check_permission('write')
- journal_entry = frappe.new_doc('Journal Entry')
- journal_entry.voucher_type = 'Bank Entry'
- journal_entry.user_remark = _('Against Employee Loan: {0}').format(self.name)
- journal_entry.company = self.company
- journal_entry.posting_date = nowdate()
-
- account_amt_list = []
-
- account_amt_list.append({
- "account": self.employee_loan_account,
- "party_type": "Employee",
- "party": self.employee,
- "debit_in_account_currency": self.loan_amount,
- "reference_type": "Employee Loan",
- "reference_name": self.name,
- })
- account_amt_list.append({
- "account": self.payment_account,
- "credit_in_account_currency": self.loan_amount,
- "reference_type": "Employee Loan",
- "reference_name": self.name,
- })
- journal_entry.set("accounts", account_amt_list)
- return journal_entry.as_dict()
-
- def make_repayment_schedule(self):
- self.repayment_schedule = []
- payment_date = self.disbursement_date
- balance_amount = self.loan_amount
-
- while(balance_amount > 0):
- interest_amount = rounded(balance_amount * flt(self.rate_of_interest) / (12*100))
- principal_amount = self.monthly_repayment_amount - interest_amount
- balance_amount = rounded(balance_amount + interest_amount - self.monthly_repayment_amount)
-
- if balance_amount < 0:
- principal_amount += balance_amount
- balance_amount = 0.0
-
- total_payment = principal_amount + interest_amount
-
- self.append("repayment_schedule", {
- "payment_date": payment_date,
- "principal_amount": principal_amount,
- "interest_amount": interest_amount,
- "total_payment": total_payment,
- "balance_loan_amount": balance_amount
- })
-
- next_payment_date = add_months(payment_date, 1)
- payment_date = next_payment_date
-
- def set_repayment_period(self):
- if self.repayment_method == "Repay Fixed Amount per Period":
- repayment_periods = len(self.repayment_schedule)
-
- self.repayment_periods = repayment_periods
-
- def calculate_totals(self):
- self.total_payment = 0
- self.total_interest_payable = 0
- for data in self.repayment_schedule:
- self.total_payment += data.total_payment
- self.total_interest_payable +=data.interest_amount
-
-
-def update_disbursement_status(doc):
- disbursement = frappe.db.sql("""select posting_date, ifnull(sum(debit_in_account_currency), 0) as disbursed_amount
- from `tabGL Entry` where against_voucher_type = 'Employee Loan' and against_voucher = %s""",
- (doc.name), as_dict=1)[0]
- if disbursement.disbursed_amount == doc.loan_amount:
- frappe.db.set_value("Employee Loan", doc.name , "status", "Fully Disbursed")
- if disbursement.disbursed_amount < doc.loan_amount and disbursement.disbursed_amount != 0:
- frappe.db.set_value("Employee Loan", doc.name , "status", "Partially Disbursed")
- if disbursement.disbursed_amount == 0:
- frappe.db.set_value("Employee Loan", doc.name , "status", "Sanctioned")
- if disbursement.disbursed_amount > doc.loan_amount:
- frappe.throw(_("Disbursed Amount cannot be greater than Loan Amount {0}").format(doc.loan_amount))
- if disbursement.disbursed_amount > 0:
- frappe.db.set_value("Employee Loan", doc.name , "disbursement_date", disbursement.posting_date)
-
-def check_repayment_method(repayment_method, loan_amount, monthly_repayment_amount, repayment_periods):
- if repayment_method == "Repay Over Number of Periods" and not repayment_periods:
- frappe.throw(_("Please enter Repayment Periods"))
-
- if repayment_method == "Repay Fixed Amount per Period":
- if not monthly_repayment_amount:
- frappe.throw(_("Please enter repayment Amount"))
- if monthly_repayment_amount > loan_amount:
- frappe.throw(_("Monthly Repayment Amount cannot be greater than Loan Amount"))
-
-def get_monthly_repayment_amount(repayment_method, loan_amount, rate_of_interest, repayment_periods):
- if rate_of_interest:
- monthly_interest_rate = flt(rate_of_interest) / (12 *100)
- monthly_repayment_amount = math.ceil((loan_amount * monthly_interest_rate *
- (1 + monthly_interest_rate)**repayment_periods) \
- / ((1 + monthly_interest_rate)**repayment_periods - 1))
- else:
- monthly_repayment_amount = math.ceil(flt(loan_amount) / repayment_periods)
- return monthly_repayment_amount
-
-@frappe.whitelist()
-def get_employee_loan_application(employee_loan_application):
- employee_loan = frappe.get_doc("Employee Loan Application", employee_loan_application)
- if employee_loan:
- return employee_loan.as_dict()
-
-@frappe.whitelist()
-def make_jv_entry(employee_loan, company, employee_loan_account, employee, loan_amount, payment_account=None):
- journal_entry = frappe.new_doc('Journal Entry')
- journal_entry.voucher_type = 'Bank Entry'
- journal_entry.user_remark = _('Against Employee Loan: {0}').format(employee_loan)
- journal_entry.company = company
- journal_entry.posting_date = nowdate()
-
- account_amt_list = []
-
- account_amt_list.append({
- "account": employee_loan_account,
- "debit_in_account_currency": loan_amount,
- "reference_type": "Employee Loan",
- "reference_name": employee_loan,
- })
- account_amt_list.append({
- "account": payment_account,
- "credit_in_account_currency": loan_amount,
- "reference_type": "Employee Loan",
- "reference_name": employee_loan,
- })
- journal_entry.set("accounts", account_amt_list)
- return journal_entry.as_dict()
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/test_employee_loan.py b/erpnext/hr/doctype/employee_loan/test_employee_loan.py
deleted file mode 100644
index abc96fd..0000000
--- a/erpnext/hr/doctype/employee_loan/test_employee_loan.py
+++ /dev/null
@@ -1,69 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-# See license.txt
-from __future__ import unicode_literals
-
-import frappe
-import erpnext
-import unittest
-from frappe.utils import nowdate
-from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
-
-class TestEmployeeLoan(unittest.TestCase):
- def setUp(self):
- create_loan_type("Personal Loan", 500000, 8.4)
- self.employee = make_employee("robert_loan@loan.com")
- create_employee_loan(self.employee, "Personal Loan", 280000, "Repay Over Number of Periods", 20)
-
- def test_employee_loan(self):
- employee_loan = frappe.get_doc("Employee Loan", {"employee":self.employee})
- self.assertEqual(employee_loan.monthly_repayment_amount, 15052)
- self.assertEqual(employee_loan.total_interest_payable, 21034)
- self.assertEqual(employee_loan.total_payment, 301034)
-
- schedule = employee_loan.repayment_schedule
-
- self.assertEqual(len(schedule), 20)
-
- for idx, principal_amount, interest_amount, balance_loan_amount in [[3, 13369, 1683, 227079], [19, 14941, 105, 0], [17, 14740, 312, 29785]]:
- self.assertEqual(schedule[idx].principal_amount, principal_amount)
- self.assertEqual(schedule[idx].interest_amount, interest_amount)
- self.assertEqual(schedule[idx].balance_loan_amount, balance_loan_amount)
-
- employee_loan.repayment_method = "Repay Fixed Amount per Period"
- employee_loan.monthly_repayment_amount = 14000
- employee_loan.save()
-
- self.assertEqual(len(employee_loan.repayment_schedule), 22)
- self.assertEqual(employee_loan.total_interest_payable, 22712)
- self.assertEqual(employee_loan.total_payment, 302712)
-
-def create_loan_type(loan_name, maximum_loan_amount, rate_of_interest):
- if not frappe.db.exists("Loan Type", loan_name):
- frappe.get_doc({
- "doctype": "Loan Type",
- "loan_name": loan_name,
- "maximum_loan_amount": maximum_loan_amount,
- "rate_of_interest": rate_of_interest
- }).insert()
-
-def create_employee_loan(employee, loan_type, loan_amount, repayment_method, repayment_periods):
- create_loan_type(loan_type, 500000, 8.4)
- if not frappe.db.get_value("Employee Loan", {"employee":employee}):
- employee_loan = frappe.new_doc("Employee Loan")
- employee_loan.update({
- "employee": employee,
- "loan_type": loan_type,
- "loan_amount": loan_amount,
- "repayment_method": repayment_method,
- "repayment_periods": repayment_periods,
- "disbursement_date": nowdate(),
- "mode_of_payment": frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'),
- "payment_account": frappe.db.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name"),
- "employee_loan_account": frappe.db.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name"),
- "interest_income_account": frappe.db.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name")
- })
- employee_loan.insert()
- return employee_loan
- else:
- return frappe.get_doc("Employee Loan", {"employee":employee})
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/__init__.py b/erpnext/hr/doctype/loan/__init__.py
similarity index 100%
rename from erpnext/hr/doctype/employee_loan/__init__.py
rename to erpnext/hr/doctype/loan/__init__.py
diff --git a/erpnext/hr/doctype/loan/loan.js b/erpnext/hr/doctype/loan/loan.js
new file mode 100644
index 0000000..b401324
--- /dev/null
+++ b/erpnext/hr/doctype/loan/loan.js
@@ -0,0 +1,239 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+{% include 'erpnext/hr/loan_common.js' %};
+
+frappe.ui.form.on('Loan', {
+ onload: function (frm) {
+ frm.set_query("loan_application", function () {
+ return {
+ "filters": {
+ "applicant": frm.doc.applicant,
+ "docstatus": 1,
+ "status": "Approved"
+ }
+ };
+ });
+
+ frm.set_query("interest_income_account", function () {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ "root_type": "Income",
+ "is_group": 0
+ }
+ };
+ });
+
+ $.each(["payment_account", "loan_account"], function (i, field) {
+ frm.set_query(field, function () {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ "root_type": "Asset",
+ "is_group": 0
+ }
+ };
+ });
+ })
+ },
+
+ refresh: function (frm) {
+ if (frm.doc.docstatus == 1 && frm.doc.status == "Sanctioned") {
+ frm.add_custom_button(__('Make Disbursement Entry'), function() {
+ frm.trigger("make_jv");
+ })
+ }
+ if (frm.doc.repayment_schedule) {
+ let total_amount_paid = 0;
+ $.each(frm.doc.repayment_schedule || [], function(i, row) {
+ if (row.paid) {
+ total_amount_paid += row.total_payment;
+ }
+ });
+ frm.set_value("total_amount_paid", total_amount_paid);
+; }
+ if (frm.doc.docstatus == 1 && frm.doc.repayment_start_date && (frm.doc.applicant_type == 'Member' || frm.doc.repay_from_salary == 0)) {
+ frm.add_custom_button(__('Make Repayment Entry'), function() {
+ frm.trigger("make_repayment_entry");
+ })
+ }
+ frm.trigger("toggle_fields");
+ },
+ status: function (frm) {
+ frm.toggle_reqd("disbursement_date", frm.doc.status == 'Disbursed')
+ frm.toggle_reqd("repayment_start_date", frm.doc.status == 'Disbursed')
+ },
+
+ make_jv: function (frm) {
+ frappe.call({
+ args: {
+ "loan": frm.doc.name,
+ "company": frm.doc.company,
+ "loan_account": frm.doc.loan_account,
+ "applicant_type": frm.doc.applicant_type,
+ "applicant": frm.doc.applicant,
+ "loan_amount": frm.doc.loan_amount,
+ "payment_account": frm.doc.payment_account
+ },
+ method: "erpnext.hr.doctype.loan.loan.make_jv_entry",
+ callback: function (r) {
+ if (r.message)
+ var doc = frappe.model.sync(r.message)[0];
+ frappe.set_route("Form", doc.doctype, doc.name);
+ }
+ })
+ },
+ make_repayment_entry: function(frm) {
+ var repayment_schedule = $.map(frm.doc.repayment_schedule, function(d) { return d.paid ? d.payment_date : false; });
+ if(repayment_schedule.length >= 1){
+ frm.repayment_data = [];
+ frm.show_dialog = 1;
+ let title = "";
+ let fields = [
+ {fieldtype:'Section Break', label: __('Repayment Schedule')},
+ {fieldname: 'payments', fieldtype: 'Table',
+ fields: [
+ {
+ fieldtype:'Data',
+ fieldname:'payment_date',
+ label: __('Date'),
+ read_only:1,
+ in_list_view: 1,
+ columns: 2
+ },
+ {
+ fieldtype:'Currency',
+ fieldname:'principal_amount',
+ label: __('Principal Amount'),
+ read_only:1,
+ in_list_view: 1,
+ columns: 3
+ },
+ {
+ fieldtype:'Currency',
+ fieldname:'interest_amount',
+ label: __('Interest'),
+ read_only:1,
+ in_list_view: 1,
+ columns: 2
+ },
+ {
+ fieldtype:'Currency',
+ read_only:1,
+ fieldname:'total_payment',
+ label: __('Total Payment'),
+ in_list_view: 1,
+ columns: 3
+ },
+ ],
+ data: frm.repayment_data,
+ get_data: function() {
+ return frm.repayment_data;
+ }
+ }
+ ]
+
+ var dialog = new frappe.ui.Dialog({
+ title: title, fields: fields,
+ });
+ if (frm.doc['repayment_schedule']) {
+ frm.doc['repayment_schedule'].forEach((payment, index) => {
+ if (payment.paid == 0 && payment.payment_date <= frappe.datetime.now_date()) {
+ frm.repayment_data.push ({
+ 'id': index,
+ 'name': payment.name,
+ 'payment_date': payment.payment_date,
+ 'principal_amount': payment.principal_amount,
+ 'interest_amount': payment.interest_amount,
+ 'total_payment': payment.total_payment
+ });
+ dialog.fields_dict.payments.grid.refresh();
+ $(dialog.wrapper.find(".grid-buttons")).hide();
+ $(`.octicon.octicon-triangle-down`).hide();
+ }
+
+ })
+ }
+
+ dialog.show()
+ dialog.set_primary_action(__('Make Repayment Entry'), function() {
+ frm.values = dialog.get_values();
+ if(frm.values) {
+ _make_repayment_entry(frm, dialog.fields_dict.payments.grid.get_selected_children());
+ dialog.hide()
+ }
+ });
+ }
+
+ dialog.get_close_btn().on('click', () => {
+ dialog.hide();
+ });
+ },
+
+ mode_of_payment: function (frm) {
+ frappe.call({
+ method: "erpnext.accounts.doctype.sales_invoice.sales_invoice.get_bank_cash_account",
+ args: {
+ "mode_of_payment": frm.doc.mode_of_payment,
+ "company": frm.doc.company
+ },
+ callback: function (r, rt) {
+ if (r.message) {
+ frm.set_value("payment_account", r.message.account);
+ }
+ }
+ });
+ },
+
+ loan_application: function (frm) {
+ if(frm.doc.loan_application){
+ return frappe.call({
+ method: "erpnext.hr.doctype.loan.loan.get_loan_application",
+ args: {
+ "loan_application": frm.doc.loan_application
+ },
+ callback: function (r) {
+ if (!r.exc && r.message) {
+ frm.set_value("loan_type", r.message.loan_type);
+ frm.set_value("loan_amount", r.message.loan_amount);
+ frm.set_value("repayment_method", r.message.repayment_method);
+ frm.set_value("monthly_repayment_amount", r.message.repayment_amount);
+ frm.set_value("repayment_periods", r.message.repayment_periods);
+ frm.set_value("rate_of_interest", r.message.rate_of_interest);
+ }
+ }
+ });
+ }
+ },
+
+ repayment_method: function (frm) {
+ frm.trigger("toggle_fields")
+ },
+
+ toggle_fields: function (frm) {
+ frm.toggle_enable("monthly_repayment_amount", frm.doc.repayment_method == "Repay Fixed Amount per Period")
+ frm.toggle_enable("repayment_periods", frm.doc.repayment_method == "Repay Over Number of Periods")
+ }
+});
+
+var _make_repayment_entry = function(frm, payment_rows) {
+ frappe.call({
+ method:"erpnext.hr.doctype.loan.loan.make_repayment_entry",
+ args: {
+ payment_rows: payment_rows,
+ "loan": frm.doc.name,
+ "company": frm.doc.company,
+ "loan_account": frm.doc.loan_account,
+ "applicant_type": frm.doc.applicant_type,
+ "applicant": frm.doc.applicant,
+ "payment_account": frm.doc.payment_account,
+ "interest_income_account": frm.doc.interest_income_account
+ },
+ callback: function(r) {
+ if (r.message)
+ var doc = frappe.model.sync(r.message)[0];
+ frappe.set_route("Form", doc.doctype, doc.name, {'payment_rows': payment_rows});
+ }
+ });
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/employee_loan.json b/erpnext/hr/doctype/loan/loan.json
similarity index 85%
rename from erpnext/hr/doctype/employee_loan/employee_loan.json
rename to erpnext/hr/doctype/loan/loan.json
index 35c735a..a073ec4 100644
--- a/erpnext/hr/doctype/employee_loan/employee_loan.json
+++ b/erpnext/hr/doctype/loan/loan.json
@@ -3,7 +3,7 @@
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 0,
- "autoname": "ELN.####",
+ "autoname": "LN.####",
"beta": 0,
"creation": "2016-12-02 10:11:49.673604",
"custom": 0,
@@ -19,19 +19,19 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "employee",
- "fieldtype": "Link",
+ "fieldname": "applicant_type",
+ "fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
- "in_global_search": 1,
+ "in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Employee",
+ "label": "Applicant Type",
"length": 0,
"no_copy": 0,
- "options": "Employee",
+ "options": "Employee\nMember",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -42,6 +42,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -50,19 +51,19 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "employee_name",
- "fieldtype": "Read Only",
+ "fieldname": "applicant",
+ "fieldtype": "Dynamic Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
- "in_global_search": 1,
+ "in_global_search": 0,
"in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Employee Name",
+ "in_standard_filter": 1,
+ "label": "Applicant",
"length": 0,
"no_copy": 0,
- "options": "employee.employee_name",
+ "options": "applicant_type",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -70,9 +71,10 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 0,
+ "reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -81,7 +83,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "employee_loan_application",
+ "fieldname": "applicant_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Applicant Name",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "loan_application",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -90,10 +123,10 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Employee Loan Application",
+ "label": "Loan Application",
"length": 0,
"no_copy": 0,
- "options": "Employee Loan Application",
+ "options": "Loan Application",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -104,6 +137,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -135,6 +169,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -164,6 +199,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -195,6 +231,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -226,6 +263,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -247,7 +285,7 @@
"label": "Status",
"length": 0,
"no_copy": 1,
- "options": "Sanctioned\nPartially Disbursed\nFully Disbursed\nRepaid/Closed",
+ "options": "Sanctioned\nDisbursed\nRepaid/Closed",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -258,6 +296,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -266,6 +305,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "depends_on": "eval:doc.applicant_type==\"Employee\"",
"fieldname": "repay_from_salary",
"fieldtype": "Check",
"hidden": 0,
@@ -288,6 +328,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -318,6 +359,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -349,6 +391,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -381,6 +424,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -411,6 +455,38 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "repayment_start_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Repayment Start Date",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -440,6 +516,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -472,6 +549,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -504,6 +582,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -537,6 +616,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -567,6 +647,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -598,6 +679,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -629,6 +711,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -658,6 +741,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -666,7 +750,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "employee_loan_account",
+ "fieldname": "loan_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -675,7 +759,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Employee Loan Account",
+ "label": "Loan Account",
"length": 0,
"no_copy": 0,
"options": "Account",
@@ -689,6 +773,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -720,6 +805,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -750,6 +836,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -781,6 +868,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -811,6 +899,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -843,6 +932,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -872,6 +962,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -904,6 +995,39 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "total_amount_paid",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Total Amount Paid",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company:company:default_currency",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -924,7 +1048,7 @@
"label": "Amended From",
"length": 0,
"no_copy": 1,
- "options": "Employee Loan",
+ "options": "Loan",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
@@ -934,6 +1058,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -947,16 +1072,15 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-05-02 13:52:30.884154",
+ "modified": "2018-04-08 15:32:58.948412",
"modified_by": "Administrator",
"module": "HR",
- "name": "Employee Loan",
+ "name": "Loan",
"name_case": "",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 1,
@@ -976,7 +1100,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 1,
"cancel": 0,
"create": 0,
"delete": 0,
diff --git a/erpnext/hr/doctype/loan/loan.py b/erpnext/hr/doctype/loan/loan.py
new file mode 100644
index 0000000..419a561
--- /dev/null
+++ b/erpnext/hr/doctype/loan/loan.py
@@ -0,0 +1,225 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe, math, json
+import erpnext
+from frappe import _
+from frappe.utils import flt, rounded, add_months, nowdate
+from erpnext.controllers.accounts_controller import AccountsController
+
+class Loan(AccountsController):
+ def validate(self):
+ check_repayment_method(self.repayment_method, self.loan_amount, self.monthly_repayment_amount, self.repayment_periods)
+ if not self.company:
+ self.company = erpnext.get_default_company()
+ if not self.posting_date:
+ 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")
+ if self.repayment_method == "Repay Over Number of Periods":
+ self.monthly_repayment_amount = get_monthly_repayment_amount(self.repayment_method, self.loan_amount, self.rate_of_interest, self.repayment_periods)
+ if self.status == "Repaid/Closed":
+ self.total_amount_paid = self.total_payment
+ if self.status == 'Disbursed' and self.repayment_start_date < self.disbursement_date:
+ frappe.throw(_("Repayment Start Date cannot be before Disbursement Date."))
+
+ if self.status == "Disbursed":
+ self.make_repayment_schedule()
+ self.set_repayment_period()
+ self.calculate_totals()
+
+ def make_jv_entry(self):
+ self.check_permission('write')
+ journal_entry = frappe.new_doc('Journal Entry')
+ journal_entry.voucher_type = 'Bank Entry'
+ journal_entry.user_remark = _('Against Loan: {0}').format(self.name)
+ journal_entry.company = self.company
+ journal_entry.posting_date = nowdate()
+
+ account_amt_list = []
+
+ account_amt_list.append({
+ "account": self.loan_account,
+ "party_type": self.applicant_type,
+ "party": self.applicant,
+ "debit_in_account_currency": self.loan_amount,
+ "reference_type": "Loan",
+ "reference_name": self.name,
+ })
+ account_amt_list.append({
+ "account": self.payment_account,
+ "credit_in_account_currency": self.loan_amount,
+ "reference_type": "Loan",
+ "reference_name": self.name,
+ })
+ journal_entry.set("accounts", account_amt_list)
+ return journal_entry.as_dict()
+
+ def make_repayment_schedule(self):
+ self.repayment_schedule = []
+ payment_date = self.repayment_start_date
+ balance_amount = self.loan_amount
+ while(balance_amount > 0):
+ interest_amount = rounded(balance_amount * flt(self.rate_of_interest) / (12*100))
+ principal_amount = self.monthly_repayment_amount - interest_amount
+ balance_amount = rounded(balance_amount + interest_amount - self.monthly_repayment_amount)
+
+ if balance_amount < 0:
+ principal_amount += balance_amount
+ balance_amount = 0.0
+
+ total_payment = principal_amount + interest_amount
+ self.append("repayment_schedule", {
+ "payment_date": payment_date,
+ "principal_amount": principal_amount,
+ "interest_amount": interest_amount,
+ "total_payment": total_payment,
+ "balance_loan_amount": balance_amount
+ })
+ next_payment_date = add_months(payment_date, 1)
+ payment_date = next_payment_date
+
+ def set_repayment_period(self):
+ if self.repayment_method == "Repay Fixed Amount per Period":
+ repayment_periods = len(self.repayment_schedule)
+
+ self.repayment_periods = repayment_periods
+
+ def calculate_totals(self):
+ self.total_payment = 0
+ self.total_interest_payable = 0
+ self.total_amount_paid = 0
+ for data in self.repayment_schedule:
+ self.total_payment += data.total_payment
+ self.total_interest_payable +=data.interest_amount
+ if data.paid:
+ self.total_amount_paid += data.total_payment
+
+def update_total_amount_paid(doc):
+ total_amount_paid = 0
+ for data in doc.repayment_schedule:
+ if data.paid:
+ total_amount_paid += data.total_payment
+ frappe.db.set_value("Loan", doc.name, "total_amount_paid", total_amount_paid)
+
+def update_disbursement_status(doc):
+ disbursement = frappe.db.sql("""select posting_date, ifnull(sum(credit_in_account_currency), 0) as disbursed_amount
+ from `tabGL Entry` where account = %s and against_voucher_type = 'Loan' and against_voucher = %s""",
+ (doc.payment_account, doc.name), as_dict=1)[0]
+ if disbursement.disbursed_amount == doc.loan_amount:
+ frappe.db.set_value("Loan", doc.name , "status", "Disbursed")
+ if disbursement.disbursed_amount == 0:
+ frappe.db.set_value("Loan", doc.name , "status", "Sanctioned")
+ if disbursement.disbursed_amount > doc.loan_amount:
+ frappe.throw(_("Disbursed Amount cannot be greater than Loan Amount {0}").format(doc.loan_amount))
+ if disbursement.disbursed_amount > 0:
+ frappe.db.set_value("Loan", doc.name , "disbursement_date", disbursement.posting_date)
+ frappe.db.set_value("Loan", doc.name , "repayment_start_date", disbursement.posting_date)
+
+def check_repayment_method(repayment_method, loan_amount, monthly_repayment_amount, repayment_periods):
+ if repayment_method == "Repay Over Number of Periods" and not repayment_periods:
+ frappe.throw(_("Please enter Repayment Periods"))
+
+ if repayment_method == "Repay Fixed Amount per Period":
+ if not monthly_repayment_amount:
+ frappe.throw(_("Please enter repayment Amount"))
+ if monthly_repayment_amount > loan_amount:
+ frappe.throw(_("Monthly Repayment Amount cannot be greater than Loan Amount"))
+
+def get_monthly_repayment_amount(repayment_method, loan_amount, rate_of_interest, repayment_periods):
+ if rate_of_interest:
+ monthly_interest_rate = flt(rate_of_interest) / (12 *100)
+ monthly_repayment_amount = math.ceil((loan_amount * monthly_interest_rate *
+ (1 + monthly_interest_rate)**repayment_periods) \
+ / ((1 + monthly_interest_rate)**repayment_periods - 1))
+ else:
+ monthly_repayment_amount = math.ceil(flt(loan_amount) / repayment_periods)
+ return monthly_repayment_amount
+
+@frappe.whitelist()
+def get_loan_application(loan_application):
+ loan = frappe.get_doc("Loan Application", loan_application)
+ if loan:
+ return loan.as_dict()
+
+@frappe.whitelist()
+def make_repayment_entry(payment_rows, loan, company, loan_account, applicant_type, applicant, \
+ payment_account=None, interest_income_account=None):
+
+ if isinstance(payment_rows, basestring):
+ payment_rows_list = json.loads(payment_rows)
+ else:
+ frappe.throw(_("No repayments available for Journal Entry"))
+
+ if payment_rows_list:
+ row_name = list(set(d["name"] for d in payment_rows_list))
+ else:
+ frappe.throw(_("No repayments selected for Journal Entry"))
+ total_payment = 0
+ principal_amount = 0
+ interest_amount = 0
+ for d in payment_rows_list:
+ total_payment += d["total_payment"]
+ principal_amount += d["principal_amount"]
+ interest_amount += d["interest_amount"]
+
+ journal_entry = frappe.new_doc('Journal Entry')
+ journal_entry.voucher_type = 'Bank Entry'
+ journal_entry.user_remark = _('Against Loan: {0}').format(loan)
+ journal_entry.company = company
+ journal_entry.posting_date = nowdate()
+ journal_entry.paid_loan = json.dumps(row_name)
+ account_amt_list = []
+
+ account_amt_list.append({
+ "account": payment_account,
+ "debit_in_account_currency": total_payment,
+ "reference_type": "Loan",
+ "reference_name": loan,
+ })
+ account_amt_list.append({
+ "account": loan_account,
+ "credit_in_account_currency": principal_amount,
+ "party_type": applicant_type,
+ "party": applicant,
+ "reference_type": "Loan",
+ "reference_name": loan,
+ })
+ account_amt_list.append({
+ "account": interest_income_account,
+ "credit_in_account_currency": interest_amount,
+ "reference_type": "Loan",
+ "reference_name": loan,
+ })
+ journal_entry.set("accounts", account_amt_list)
+
+ return journal_entry.as_dict()
+
+@frappe.whitelist()
+def make_jv_entry(loan, company, loan_account, applicant_type, applicant, loan_amount,payment_account=None):
+
+ journal_entry = frappe.new_doc('Journal Entry')
+ journal_entry.voucher_type = 'Bank Entry'
+ journal_entry.user_remark = _('Against Loan: {0}').format(loan)
+ journal_entry.company = company
+ journal_entry.posting_date = nowdate()
+ account_amt_list = []
+
+ account_amt_list.append({
+ "account": loan_account,
+ "debit_in_account_currency": loan_amount,
+ "party_type": applicant_type,
+ "party": applicant,
+ "reference_type": "Loan",
+ "reference_name": loan,
+ })
+ account_amt_list.append({
+ "account": payment_account,
+ "credit_in_account_currency": loan_amount,
+ "reference_type": "Loan",
+ "reference_name": loan,
+ })
+ journal_entry.set("accounts", account_amt_list)
+ return journal_entry.as_dict()
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/employee_loan_dashboard.py b/erpnext/hr/doctype/loan/loan_dashboard.py
similarity index 61%
rename from erpnext/hr/doctype/employee_loan/employee_loan_dashboard.py
rename to erpnext/hr/doctype/loan/loan_dashboard.py
index 20ce69e..c621a7f 100644
--- a/erpnext/hr/doctype/employee_loan/employee_loan_dashboard.py
+++ b/erpnext/hr/doctype/loan/loan_dashboard.py
@@ -2,18 +2,24 @@
def get_data():
return {
- 'fieldname': 'employee',
+ 'fieldname': 'applicant',
'non_standard_fieldnames': {
'Journal Entry': 'reference_name',
+ 'Salary Slip': 'employee'
},
'transactions': [
{
- 'label': _('Employee'),
- 'items': ['Employee Loan Application', 'Salary Slip']
+ 'label': _('Applicant'),
+ 'items': ['Loan Application']
},
+
{
'label': _('Account'),
'items': ['Journal Entry']
+ },
+ {
+ 'label': _('Employee'),
+ 'items': ['Salary Slip']
}
]
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/test_employee_loan.js b/erpnext/hr/doctype/loan/test_loan.js
similarity index 84%
rename from erpnext/hr/doctype/employee_loan/test_employee_loan.js
rename to erpnext/hr/doctype/loan/test_loan.js
index 41aad04..28d30c9 100644
--- a/erpnext/hr/doctype/employee_loan/test_employee_loan.js
+++ b/erpnext/hr/doctype/loan/test_loan.js
@@ -11,17 +11,17 @@
(r) => {
employee_name = r.message.name;
},
- () => frappe.db.get_value('Employee Loan Application', {'loan_type': lname}, 'name'),
+ () => frappe.db.get_value('Loan Application', {'loan_type': lname}, 'name'),
(r) => {
// Creating loan for an employee
- return frappe.tests.make('Employee Loan', [
+ return frappe.tests.make('Loan', [
{ company: 'For Testing'},
{ posting_date: '2017-08-26'},
- { employee: employee_name},
- { employee_loan_application: r.message.name},
+ { applicant: employee_name},
+ { loan_application: r.message.name},
{ disbursement_date: '2018-08-26'},
{ mode_of_payment: 'Cash'},
- { employee_loan_account: 'Temporary Opening - FT'},
+ { loan_account: 'Temporary Opening - FT'},
{ interest_income_account: 'Service - FT'}
]);
},
@@ -33,7 +33,7 @@
// Checking if all the amounts are correctly calculated
() => {
- assert.ok(cur_frm.get_field('employee_name').value=='Test Employee 1'&&
+ assert.ok(cur_frm.get_field('applicant_name').value=='Test Employee 1'&&
(cur_frm.get_field('status').value=='Sanctioned'),
'Loan Sanctioned for correct employee');
@@ -62,7 +62,7 @@
'Balance amount after last instalment is correctly calculated');
},
- () => frappe.set_route('List','Employee Loan','List'),
+ () => frappe.set_route('List','Loan','List'),
() => frappe.timeout(2),
// Checking the submission of Loan
diff --git a/erpnext/hr/doctype/loan/test_loan.py b/erpnext/hr/doctype/loan/test_loan.py
new file mode 100644
index 0000000..6f87c2a
--- /dev/null
+++ b/erpnext/hr/doctype/loan/test_loan.py
@@ -0,0 +1,69 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import erpnext
+import unittest
+from frappe.utils import nowdate
+from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
+
+class TestLoan(unittest.TestCase):
+ def setUp(self):
+ create_loan_type("Personal Loan", 500000, 8.4)
+ self.applicant = make_employee("robert_loan@loan.com")
+ create_loan(self.applicant, "Personal Loan", 280000, "Repay Over Number of Periods", 20)
+
+ def test_loan(self):
+ loan = frappe.get_doc("Loan", {"applicant":self.applicant})
+ self.assertEquals(loan.monthly_repayment_amount, 15052)
+ self.assertEquals(loan.total_interest_payable, 21034)
+ self.assertEquals(loan.total_payment, 301034)
+
+ schedule = loan.repayment_schedule
+
+ self.assertEqual(len(schedule), 20)
+
+ for idx, principal_amount, interest_amount, balance_loan_amount in [[3, 13369, 1683, 227079], [19, 14941, 105, 0], [17, 14740, 312, 29785]]:
+ self.assertEqual(schedule[idx].principal_amount, principal_amount)
+ self.assertEqual(schedule[idx].interest_amount, interest_amount)
+ self.assertEqual(schedule[idx].balance_loan_amount, balance_loan_amount)
+
+ loan.repayment_method = "Repay Fixed Amount per Period"
+ loan.monthly_repayment_amount = 14000
+ loan.save()
+
+ self.assertEquals(len(loan.repayment_schedule), 22)
+ self.assertEquals(loan.total_interest_payable, 22712)
+ self.assertEquals(loan.total_payment, 302712)
+
+def create_loan_type(loan_name, maximum_loan_amount, rate_of_interest):
+ if not frappe.db.exists("Loan Type", loan_name):
+ frappe.get_doc({
+ "doctype": "Loan Type",
+ "loan_name": loan_name,
+ "maximum_loan_amount": maximum_loan_amount,
+ "rate_of_interest": rate_of_interest
+ }).insert()
+
+def create_loan(applicant, loan_type, loan_amount, repayment_method, repayment_periods):
+ create_loan_type(loan_type, 500000, 8.4)
+ if not frappe.db.get_value("Loan", {"applicant":applicant}):
+ loan = frappe.new_doc("Loan")
+ loan.update({
+ "applicant": applicant,
+ "loan_type": loan_type,
+ "loan_amount": loan_amount,
+ "repayment_method": repayment_method,
+ "repayment_periods": repayment_periods,
+ "disbursement_date": nowdate(),
+ "mode_of_payment": frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'),
+ "payment_account": frappe.db.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name"),
+ "loan_account": frappe.db.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name"),
+ "interest_income_account": frappe.db.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name")
+ })
+ loan.insert()
+ return loan
+ else:
+ return frappe.get_doc("Loan", {"applicant":applicant})
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan_application/__init__.py b/erpnext/hr/doctype/loan_application/__init__.py
similarity index 100%
rename from erpnext/hr/doctype/employee_loan_application/__init__.py
rename to erpnext/hr/doctype/loan_application/__init__.py
diff --git a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.js b/erpnext/hr/doctype/loan_application/loan_application.js
similarity index 81%
rename from erpnext/hr/doctype/employee_loan_application/employee_loan_application.js
rename to erpnext/hr/doctype/loan_application/loan_application.js
index 33b620b..2c0f2d1 100644
--- a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.js
+++ b/erpnext/hr/doctype/loan_application/loan_application.js
@@ -1,7 +1,9 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Employee Loan Application', {
+{% include 'erpnext/hr/loan_common.js' %};
+
+frappe.ui.form.on('Loan Application', {
refresh: function(frm) {
frm.trigger("toggle_fields")
frm.trigger("add_toolbar_buttons")
@@ -16,10 +18,10 @@
},
add_toolbar_buttons: function(frm) {
if (frm.doc.status == "Approved") {
- frm.add_custom_button(__('Employee Loan'), function() {
+ frm.add_custom_button(__('Loan'), function() {
frappe.call({
type: "GET",
- method: "erpnext.hr.doctype.employee_loan_application.employee_loan_application.make_employee_loan",
+ method: "erpnext.hr.doctype.loan_application.loan_application.make_loan",
args: {
"source_name": frm.doc.name
},
diff --git a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.json b/erpnext/hr/doctype/loan_application/loan_application.json
similarity index 86%
rename from erpnext/hr/doctype/employee_loan_application/employee_loan_application.json
rename to erpnext/hr/doctype/loan_application/loan_application.json
index 4c673c3..ea305ef 100644
--- a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.json
+++ b/erpnext/hr/doctype/loan_application/loan_application.json
@@ -1,8 +1,9 @@
{
"allow_copy": 0,
+ "allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
- "autoname": "ELA/.#####",
+ "autoname": "LA/.#####",
"beta": 0,
"creation": "2016-12-02 12:35:56.046811",
"custom": 0,
@@ -13,6 +14,133 @@
"engine": "InnoDB",
"fields": [
{
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "applicant_type",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Applicant Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee\nMember",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "applicant",
+ "fieldtype": "Dynamic Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 1,
+ "label": "Applicant",
+ "length": 0,
+ "no_copy": 0,
+ "options": "applicant_type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "applicant",
+ "fieldname": "applicant_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Applicant Name",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -40,97 +168,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Employee",
- "length": 0,
- "no_copy": 0,
- "options": "Employee",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee_name",
- "fieldtype": "Read Only",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Employee Name",
- "length": 0,
- "no_copy": 0,
- "options": "employee.employee_name",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_2",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
+ "allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
@@ -158,9 +200,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -172,7 +216,7 @@
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 0,
+ "in_list_view": 1,
"in_standard_filter": 0,
"label": "Company",
"length": 0,
@@ -188,9 +232,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -217,9 +263,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -231,7 +279,7 @@
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 0,
+ "in_list_view": 1,
"in_standard_filter": 0,
"label": "Loan Type",
"length": 0,
@@ -247,9 +295,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -261,7 +311,7 @@
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 0,
+ "in_list_view": 1,
"in_standard_filter": 0,
"label": "Loan Amount",
"length": 0,
@@ -277,9 +327,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -306,9 +358,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -334,9 +388,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -363,9 +419,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -392,9 +450,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -422,9 +482,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -452,9 +514,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -482,9 +546,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -510,9 +576,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -541,9 +609,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -571,9 +641,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -601,9 +673,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -620,7 +694,7 @@
"label": "Amended From",
"length": 0,
"no_copy": 1,
- "options": "Employee Loan Application",
+ "options": "Loan Application",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
@@ -630,23 +704,24 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
+ "has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
- "in_dialog": 0,
"is_submittable": 1,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-03-02 04:25:43.397934",
+ "modified": "2018-02-26 08:35:57.606555",
"modified_by": "Administrator",
"module": "HR",
- "name": "Employee Loan Application",
+ "name": "Loan Application",
"name_case": "",
"owner": "Administrator",
"permissions": [
@@ -734,12 +809,12 @@
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
- "search_fields": "employee, employee_name, loan_type, loan_amount",
+ "search_fields": "applicant_type, applicant, loan_type, loan_amount",
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
- "timeline_field": "employee",
- "title_field": "employee_name",
+ "timeline_field": "applicant",
+ "title_field": "applicant",
"track_changes": 1,
"track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.py b/erpnext/hr/doctype/loan_application/loan_application.py
similarity index 85%
rename from erpnext/hr/doctype/employee_loan_application/employee_loan_application.py
rename to erpnext/hr/doctype/loan_application/loan_application.py
index 0c29e0d..706c964 100644
--- a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.py
+++ b/erpnext/hr/doctype/loan_application/loan_application.py
@@ -9,9 +9,9 @@
from frappe.model.mapper import get_mapped_doc
from frappe.model.document import Document
-from erpnext.hr.doctype.employee_loan.employee_loan import get_monthly_repayment_amount, check_repayment_method
+from erpnext.hr.doctype.loan.loan import get_monthly_repayment_amount, check_repayment_method
-class EmployeeLoanApplication(Document):
+class LoanApplication(Document):
def validate(self):
check_repayment_method(self.repayment_method, self.loan_amount, self.repayment_amount, self.repayment_periods)
self.validate_loan_amount()
@@ -51,10 +51,10 @@
self.total_payable_amount = self.loan_amount + self.total_payable_interest
@frappe.whitelist()
-def make_employee_loan(source_name, target_doc = None):
- doclist = get_mapped_doc("Employee Loan Application", source_name, {
- "Employee Loan Application": {
- "doctype": "Employee Loan",
+def make_loan(source_name, target_doc = None):
+ doclist = get_mapped_doc("Loan Application", source_name, {
+ "Loan Application": {
+ "doctype": "Loan",
"validation": {
"docstatus": ["=", 1]
}
diff --git a/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.js b/erpnext/hr/doctype/loan_application/test_loan_application.js
similarity index 83%
rename from erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.js
rename to erpnext/hr/doctype/loan_application/test_loan_application.js
index d828d9a..b8789c7 100644
--- a/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.js
+++ b/erpnext/hr/doctype/loan_application/test_loan_application.js
@@ -1,6 +1,6 @@
QUnit.module('hr');
-QUnit.test("Test: Employee Loan Application [HR]", function (assert) {
+QUnit.test("Test: Loan Application [HR]", function (assert) {
assert.expect(8);
let done = assert.async();
let employee_name;
@@ -12,10 +12,10 @@
employee_name = r.message.name;
},
() => {
- return frappe.tests.make('Employee Loan Application', [
+ return frappe.tests.make('Loan Application', [
{ company: 'For Testing'},
- { employee: employee_name},
- { employee_name: 'Test Employee 1'},
+ { applicant: employee_name},
+ { applicant_name: 'Test Employee 1'},
{ status: 'Approved'},
{ loan_type: 'Test Loan '},
{ loan_amount: 200000},
@@ -33,7 +33,7 @@
() => {
// To check if all the amounts are correctly calculated
- assert.ok(cur_frm.get_field('employee_name').value == 'Test Employee 1',
+ assert.ok(cur_frm.get_field('applicant_name').value == 'Test Employee 1',
'Application created successfully');
assert.ok(cur_frm.get_field('status').value=='Approved',
@@ -55,7 +55,7 @@
'Total payable amount is correctly calculated');
},
- () => frappe.set_route('List','Employee Loan Application','List'),
+ () => frappe.set_route('List','Loan Application','List'),
() => frappe.timeout(2),
// Checking the submission of Loan Application
diff --git a/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.py b/erpnext/hr/doctype/loan_application/test_loan_application.py
similarity index 67%
rename from erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.py
rename to erpnext/hr/doctype/loan_application/test_loan_application.py
index a6d7921..7644dd0 100644
--- a/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.py
+++ b/erpnext/hr/doctype/loan_application/test_loan_application.py
@@ -7,10 +7,10 @@
import unittest
from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
-class TestEmployeeLoanApplication(unittest.TestCase):
+class TestLoanApplication(unittest.TestCase):
def setUp(self):
self.create_loan_type()
- self.employee = make_employee("kate_loan@loan.com")
+ self.applicant = make_employee("kate_loan@loan.com")
self.create_loan_application()
def create_loan_type(self):
@@ -23,10 +23,10 @@
}).insert()
def create_loan_application(self):
- if not frappe.db.get_value("Employee Loan Application", {"employee":self.employee}, "name"):
- loan_application = frappe.new_doc("Employee Loan Application")
+ if not frappe.db.get_value("Loan Application", {"applicant":self.applicant}, "name"):
+ loan_application = frappe.new_doc("Loan Application")
loan_application.update({
- "employee": self.employee,
+ "applicant": self.applicant,
"loan_type": "Home Loan",
"rate_of_interest": 9.2,
"loan_amount": 250000,
@@ -37,10 +37,10 @@
def test_loan_totals(self):
- loan_application = frappe.get_doc("Employee Loan Application", {"employee":self.employee})
- self.assertEqual(loan_application.repayment_amount, 11445)
- self.assertEqual(loan_application.total_payable_interest, 24657)
- self.assertEqual(loan_application.total_payable_amount, 274657)
+ loan_application = frappe.get_doc("Loan Application", {"applicant":self.applicant})
+ self.assertEquals(loan_application.repayment_amount, 11445)
+ self.assertEquals(loan_application.total_payable_interest, 24657)
+ self.assertEquals(loan_application.total_payable_amount, 274657)
loan_application.repayment_method = "Repay Fixed Amount per Period"
loan_application.repayment_amount = 15000
diff --git a/erpnext/hr/doctype/payroll_entry/payroll_entry.py b/erpnext/hr/doctype/payroll_entry/payroll_entry.py
index f4097b4..1025bc7 100644
--- a/erpnext/hr/doctype/payroll_entry/payroll_entry.py
+++ b/erpnext/hr/doctype/payroll_entry/payroll_entry.py
@@ -183,7 +183,7 @@
Get loan details from submitted salary slip based on selected criteria
"""
cond = self.get_filter_condition()
- return frappe.db.sql(""" select eld.employee_loan_account, eld.employee_loan,
+ return frappe.db.sql(""" select eld.loan_account,
eld.interest_income_account, eld.principal_amount, eld.interest_amount, eld.total_payment
from
`tabSalary Slip` t1, `tabSalary Slip Loan` eld
@@ -285,10 +285,10 @@
"project": self.project
})
- # Employee loan
+ # Loan
for data in loan_details:
accounts.append({
- "account": data.employee_loan_account,
+ "account": data.loan_account,
"credit_in_account_currency": data.principal_amount
})
diff --git a/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py b/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py
index 52735ef..fe5a755 100644
--- a/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py
+++ b/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py
@@ -29,13 +29,13 @@
self.assertEqual(get_end_date('2017-02-15', 'monthly'), {'end_date': '2017-03-14'})
self.assertEqual(get_end_date('2017-02-15', 'daily'), {'end_date': '2017-02-15'})
- def test_employee_loan(self):
+ def test_loan(self):
from erpnext.hr.doctype.salary_structure.test_salary_structure import (make_employee,
make_salary_structure)
- from erpnext.hr.doctype.employee_loan.test_employee_loan import create_employee_loan
+ from erpnext.hr.doctype.loan.test_loan import create_loan
branch = "Test Employee Branch"
- employee = make_employee("test_employee@loan.com")
+ applicant = make_employee("test_employee@loan.com")
company = erpnext.get_default_company()
holiday_list = make_holiday("test holiday for loan")
@@ -72,20 +72,20 @@
'branch': branch
}).insert()
- employee_doc = frappe.get_doc('Employee', employee)
+ employee_doc = frappe.get_doc('Employee', applicant)
employee_doc.branch = branch
employee_doc.holiday_list = holiday_list
employee_doc.save()
- employee_loan = create_employee_loan(employee,
+ loan = create_loan(applicant,
"Personal Loan", 280000, "Repay Over Number of Periods", 20)
- employee_loan.repay_from_salary = 1
- employee_loan.submit()
+ loan.repay_from_salary = 1
+ loan.submit()
salary_strcture = "Test Salary Structure for Loan"
if not frappe.db.exists('Salary Structure', salary_strcture):
salary_strcture = make_salary_structure(salary_strcture, [{
- 'employee': employee,
+ 'employee': applicant,
'from_date': '2017-01-01',
'base': 30000
}])
@@ -104,13 +104,13 @@
end_date=dates.end_date, branch=branch)
name = frappe.db.get_value('Salary Slip',
- {'posting_date': nowdate(), 'employee': employee}, 'name')
+ {'posting_date': nowdate(), 'employee': applicant}, 'name')
salary_slip = frappe.get_doc('Salary Slip', name)
for row in salary_slip.loans:
- if row.employee_loan == employee_loan.name:
+ if row.loan == loan.name:
interest_amount = (280000 * 8.4)/(12*100)
- principal_amount = employee_loan.monthly_repayment_amount - interest_amount
+ principal_amount = loan.monthly_repayment_amount - interest_amount
self.assertEqual(row.interest_amount, interest_amount)
self.assertEqual(row.principal_amount, principal_amount)
self.assertEqual(row.total_payment,
@@ -119,8 +119,8 @@
if salary_slip.docstatus == 0:
frappe.delete_doc('Salary Slip', name)
- employee_loan.cancel()
- frappe.delete_doc('Employee Loan', employee_loan.name)
+ loan.cancel()
+ frappe.delete_doc('Loan', loan.name)
def get_salary_component_account(sal_comp):
company = erpnext.get_default_company()
diff --git a/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json b/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json
index 14091b9..a116185 100644
--- a/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json
+++ b/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json
@@ -40,6 +40,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -71,6 +72,7 @@
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+ "translatable": 0,
"unique": 0
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@@ -102,6 +104,7 @@
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+ "translatable": 0,
"unique": 0
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@@ -133,6 +136,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -164,6 +168,38 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "paid",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Paid",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -177,7 +213,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2017-07-26 14:47:29.862084",
+ "modified": "2018-03-30 17:37:31.834792",
"modified_by": "Administrator",
"module": "HR",
"name": "Repayment Schedule",
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.json b/erpnext/hr/doctype/salary_slip/salary_slip.json
index 6cc62eb..00deb0f 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.json
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.json
@@ -41,6 +41,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -73,6 +74,7 @@
"reqd": 1,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -105,6 +107,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -137,6 +140,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
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@@ -170,6 +174,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -202,6 +207,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -231,6 +237,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -263,6 +270,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -294,6 +302,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -324,6 +333,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -354,6 +364,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -383,6 +394,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -415,6 +427,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -446,6 +459,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -478,6 +492,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -507,6 +522,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -539,6 +555,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -572,6 +589,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -604,6 +622,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -636,6 +655,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -668,6 +688,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -699,6 +720,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -731,6 +753,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -760,6 +783,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -790,6 +814,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -821,6 +846,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -852,6 +878,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -883,6 +910,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -914,6 +942,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -943,6 +972,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -975,6 +1005,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1005,6 +1036,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1035,6 +1067,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -1069,6 +1102,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1099,6 +1133,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -1132,6 +1167,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1162,6 +1198,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1194,6 +1231,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1222,6 +1260,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1254,6 +1293,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1285,6 +1325,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1302,7 +1343,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Employee Loan",
+ "label": "Loan",
"length": 0,
"no_copy": 0,
"options": "Salary Slip Loan",
@@ -1316,6 +1357,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1345,6 +1387,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1377,6 +1420,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1409,6 +1453,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1438,6 +1483,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1470,6 +1516,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1500,6 +1547,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1533,6 +1581,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1562,6 +1611,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1592,6 +1642,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1621,6 +1672,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1653,6 +1705,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -1667,7 +1720,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-11-13 23:55:37.504856",
+ "modified": "2018-02-26 05:16:47.169743",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Slip",
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.py b/erpnext/hr/doctype/salary_slip/salary_slip.py
index 71f06f2..75eb73b 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.py
@@ -380,13 +380,13 @@
self.total_interest_amount = 0
self.total_principal_amount = 0
- for loan in self.get_employee_loan_details():
+ for loan in self.get_loan_details():
self.append('loans', {
- 'employee_loan': loan.name,
+ 'loan': loan.name,
'total_payment': loan.total_payment,
'interest_amount': loan.interest_amount,
'principal_amount': loan.principal_amount,
- 'employee_loan_account': loan.employee_loan_account,
+ 'loan_account': loan.loan_account,
'interest_income_account': loan.interest_income_account
})
@@ -394,14 +394,14 @@
self.total_interest_amount += loan.interest_amount
self.total_principal_amount += loan.principal_amount
- def get_employee_loan_details(self):
- return frappe.db.sql("""select rps.principal_amount, rps.interest_amount, el.name,
- rps.total_payment, el.employee_loan_account, el.interest_income_account
+ def get_loan_details(self):
+ return frappe.db.sql("""select rps.principal_amount, rps.interest_amount, l.name,
+ rps.total_payment, l.loan_account, l.interest_income_account
from
- `tabRepayment Schedule` as rps, `tabEmployee Loan` as el
+ `tabRepayment Schedule` as rps, `tabLoan` as l
where
- el.name = rps.parent and rps.payment_date between %s and %s and
- el.repay_from_salary = 1 and el.docstatus = 1 and el.employee = %s""",
+ l.name = rps.parent and rps.payment_date between %s and %s and
+ l.repay_from_salary = 1 and l.docstatus = 1 and l.applicant = %s""",
(self.start_date, self.end_date, self.employee), as_dict=True) or []
def on_submit(self):
diff --git a/erpnext/hr/doctype/salary_slip/test_salary_slip.py b/erpnext/hr/doctype/salary_slip/test_salary_slip.py
index 3bd7771..cced29d 100644
--- a/erpnext/hr/doctype/salary_slip/test_salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/test_salary_slip.py
@@ -134,12 +134,12 @@
self.assertTrue(email_queue)
def test_loan_repayment_salary_slip(self):
- from erpnext.hr.doctype.employee_loan.test_employee_loan import create_loan_type, create_employee_loan
- employee = self.make_employee("test_employee@salary.com")
+ from erpnext.hr.doctype.loan.test_loan import create_loan_type, create_loan
+ applicant = self.make_employee("test_employee@salary.com")
create_loan_type("Car Loan", 500000, 6.4)
- employee_loan = create_employee_loan(employee, "Car Loan", 11000, "Repay Over Number of Periods", 20)
- employee_loan.repay_from_salary = 1
- employee_loan.submit()
+ loan = create_loan(applicant, "Car Loan", 11000, "Repay Over Number of Periods", 20)
+ loan.repay_from_salary = 1
+ loan.submit()
ss = frappe.get_doc("Salary Slip",
self.make_employee_salary_slip("test_employee@salary.com", "Monthly"))
ss.submit()
diff --git a/erpnext/hr/doctype/salary_slip_loan/salary_slip_loan.json b/erpnext/hr/doctype/salary_slip_loan/salary_slip_loan.json
index 445c2f4..5d1212b 100644
--- a/erpnext/hr/doctype/salary_slip_loan/salary_slip_loan.json
+++ b/erpnext/hr/doctype/salary_slip_loan/salary_slip_loan.json
@@ -18,7 +18,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "employee_loan",
+ "fieldname": "loan",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -27,10 +27,10 @@
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
- "label": "Employee Loan",
+ "label": "Loan",
"length": 0,
"no_copy": 0,
- "options": "Employee Loan",
+ "options": "Loan",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -41,6 +41,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -49,7 +50,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "employee_loan_account",
+ "fieldname": "loan_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -58,7 +59,7 @@
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
- "label": "Employee Loan Account",
+ "label": "Loan Account",
"length": 0,
"no_copy": 0,
"options": "Account",
@@ -72,6 +73,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -103,6 +105,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -132,6 +135,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -163,6 +167,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -194,6 +199,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -225,6 +231,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -238,7 +245,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2017-11-13 23:59:47.237689",
+ "modified": "2018-02-26 05:24:31.369630",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Slip Loan",
diff --git a/erpnext/hr/loan_common.js b/erpnext/hr/loan_common.js
new file mode 100644
index 0000000..3e754fa
--- /dev/null
+++ b/erpnext/hr/loan_common.js
@@ -0,0 +1,27 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on(cur_frm.doctype, {
+ refresh: function(frm) {
+ if (!frappe.boot.active_domains.includes("Non Profit")) {
+ frm.set_df_property('applicant_type', 'options', ['Employee']);
+ frm.refresh_field('applicant_type');
+ }
+ },
+ applicant_type: function(frm) {
+ frm.set_value("applicant", null);
+ frm.set_value("applicant_name", null);
+ },
+ applicant: function(frm) {
+ if (frm.doc.applicant) {
+ frappe.model.with_doc(frm.doc.applicant_type, frm.doc.applicant, function() {
+ var applicant = frappe.model.get_doc(frm.doc.applicant_type, frm.doc.applicant);
+ frm.set_value("applicant_name",
+ applicant.employee_name || applicant.member_name);
+ });
+ }
+ else {
+ frm.set_value("applicant_name", null);
+ }
+ }
+});
\ No newline at end of file
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index 9ec5283..f2a26b8 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -517,6 +517,7 @@
erpnext.patches.v10_0.fix_reserved_qty_for_sub_contract
erpnext.patches.v11_0.add_index_on_nestedset_doctypes
erpnext.patches.v11_0.remove_modules_setup_page
+erpnext.patches.v11_0.rename_employee_loan_to_loan
erpnext.patches.v11_0.move_leave_approvers_from_employee
erpnext.patches.v11_0.update_department_lft_rgt
erpnext.patches.v11_0.add_default_email_template_for_leave
diff --git a/erpnext/patches/v11_0/rename_employee_loan_to_loan.py b/erpnext/patches/v11_0/rename_employee_loan_to_loan.py
new file mode 100644
index 0000000..e674137
--- /dev/null
+++ b/erpnext/patches/v11_0/rename_employee_loan_to_loan.py
@@ -0,0 +1,27 @@
+import frappe
+from frappe.model.utils.rename_field import rename_field
+
+def execute():
+ if frappe.db.table_exists("Employee Loan Application") and not frappe.db.table_exists("Loan Application"):
+ frappe.rename_doc("DocType", "Employee Loan Application", "Loan Application", force=True)
+
+ if frappe.db.table_exists("Employee Loan") and not frappe.db.table_exists("Loan"):
+ frappe.rename_doc("DocType", "Employee Loan", "Loan", force=True)
+
+ frappe.reload_doc("hr", "doctype", "loan_application")
+ frappe.reload_doc("hr", "doctype", "loan")
+ frappe.reload_doc("hr", "doctype", "salary_slip_loan")
+
+ for doctype in ['Loan', 'Salary Slip Loan']:
+ if frappe.db.has_column(doctype, 'employee_loan_account'):
+ rename_field(doctype, "employee_loan_account", "loan_account")
+
+ columns = {'employee': 'applicant', 'employee_name': 'applicant_name'}
+ for doctype in ['Loan Application', 'Loan']:
+ frappe.db.sql(""" update `tab{doctype}` set applicant_type = 'Employee' """
+ .format(doctype=doctype))
+ for column, new_column in columns.items():
+ if frappe.db.has_column(doctype, column):
+ rename_field(doctype, column, new_column)
+
+ frappe.delete_doc('DocType', doctype)
\ No newline at end of file
diff --git a/erpnext/tests/ui/tests.txt b/erpnext/tests/ui/tests.txt
index e13795c..5e238e4 100644
--- a/erpnext/tests/ui/tests.txt
+++ b/erpnext/tests/ui/tests.txt
@@ -65,8 +65,8 @@
erpnext/hr/doctype/training_result_employee/test_training_result.js
erpnext/hr/doctype/training_feedback/test_training_feedback.js
erpnext/hr/doctype/loan_type/test_loan_type.js
-erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.js
-erpnext/hr/doctype/employee_loan/test_employee_loan.js
+erpnext/hr/doctype/loan_application/test_loan_application.js
+erpnext/hr/doctype/loan/test_loan.js
erpnext/buying/doctype/supplier/test_supplier.js
erpnext/buying/doctype/request_for_quotation/tests/test_request_for_quotation.js
erpnext/buying/doctype/supplier_quotation/tests/test_supplier_quotation.js
