Employee Loan Management (#7126)
* [WIP] Employee Loan Management
* EMI calculation
* Fixing PR
diff --git a/erpnext/accounts/party.py b/erpnext/accounts/party.py
index 471da9e..05a3c11 100644
--- a/erpnext/accounts/party.py
+++ b/erpnext/accounts/party.py
@@ -337,13 +337,18 @@
def validate_party_frozen_disabled(party_type, party_name):
if party_type and party_name:
- party = frappe.db.get_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True)
- if party.disabled:
- frappe.throw(_("{0} {1} is disabled").format(party_type, party_name), PartyDisabled)
- elif party.is_frozen:
- frozen_accounts_modifier = frappe.db.get_value( 'Accounts Settings', None,'frozen_accounts_modifier')
- if not frozen_accounts_modifier in frappe.get_roles():
- frappe.throw(_("{0} {1} is frozen").format(party_type, party_name), PartyFrozen)
+ if party_type in ("Customer", "Supplier"):
+ party = frappe.db.get_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True)
+ if party.disabled:
+ frappe.throw(_("{0} {1} is disabled").format(party_type, party_name), PartyDisabled)
+ elif party.get("is_frozen"):
+ frozen_accounts_modifier = frappe.db.get_value( 'Accounts Settings', None,'frozen_accounts_modifier')
+ if not frozen_accounts_modifier in frappe.get_roles():
+ frappe.throw(_("{0} {1} is frozen").format(party_type, party_name), PartyFrozen)
+
+ elif party_type == "Employee":
+ if frappe.db.get_value("Employee", party_name, "status") == "Left":
+ frappe.msgprint(_("{0} {1} is not active").format(party_type, party_name), PartyDisabled, alert=True)
def get_timeline_data(doctype, name):
'''returns timeline data for the past one year'''
diff --git a/erpnext/config/hr.py b/erpnext/config/hr.py
index 3a18a27..366d771 100644
--- a/erpnext/config/hr.py
+++ b/erpnext/config/hr.py
@@ -266,6 +266,26 @@
]
},
{
+ "label": _("Employee Loan Management"),
+ "icon": "icon-list",
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Loan Type",
+ "description": _("Define various loan types")
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Loan Application",
+ "description": _("Employee Loan Application")
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Loan"
+ },
+ ]
+ },
+ {
"label": _("Help"),
"icon": "fa fa-facetime-video",
"items": [
diff --git a/erpnext/docs/assets/img/human-resources/employee-loan-application.png b/erpnext/docs/assets/img/human-resources/employee-loan-application.png
new file mode 100644
index 0000000..317de4f
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee-loan-application.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee-loan.png b/erpnext/docs/assets/img/human-resources/employee-loan.png
new file mode 100644
index 0000000..19f3181
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee-loan.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/loan-repayment-salary-slip.png b/erpnext/docs/assets/img/human-resources/loan-repayment-salary-slip.png
new file mode 100644
index 0000000..4e5f340
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/loan-repayment-salary-slip.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/loan-type.png b/erpnext/docs/assets/img/human-resources/loan-type.png
new file mode 100644
index 0000000..9146b89
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/loan-type.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/repayment-info.png b/erpnext/docs/assets/img/human-resources/repayment-info.png
new file mode 100644
index 0000000..5b8bdf7
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/repayment-info.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/repayment-schedule.png b/erpnext/docs/assets/img/human-resources/repayment-schedule.png
new file mode 100644
index 0000000..f2ddf02
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/repayment-schedule.png
Binary files differ
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
new file mode 100644
index 0000000..b76a226
--- /dev/null
+++ b/erpnext/docs/user/manual/en/human-resources/employee-loan-management.md
@@ -0,0 +1,56 @@
+# 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">
+
+
+
\ 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 f91edfa..673efdb 100644
--- a/erpnext/docs/user/manual/en/human-resources/index.txt
+++ b/erpnext/docs/user/manual/en/human-resources/index.txt
@@ -15,4 +15,5 @@
human-resource-setup
daily-work-summary
fleet-management
+employee-loan-management
articles
diff --git a/erpnext/hr/doctype/employee_loan/__init__.py b/erpnext/hr/doctype/employee_loan/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan/__init__.py
diff --git a/erpnext/hr/doctype/employee_loan/employee_loan.js b/erpnext/hr/doctype/employee_loan/employee_loan.js
new file mode 100644
index 0000000..a03dbda
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan/employee_loan.js
@@ -0,0 +1,88 @@
+// 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"
+ }
+ };
+ });
+
+ $.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
+ }
+ };
+ });
+ })
+ },
+
+ 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);
+ }
+ }
+ });
+ },
+
+ refresh: function(frm) {
+ frm.trigger("toggle_fields");
+
+ if(frm.doc.docstatus==1) {
+ frm.add_custom_button(__('Ledger'), function() {
+ frappe.route_options = {
+ "voucher_no": frm.doc.name,
+ "from_date": frm.doc.posting_date,
+ "to_date": frm.doc.posting_date,
+ "company": frm.doc.company,
+ group_by_voucher: 0
+ };
+ frappe.set_route("query-report", "General Ledger");
+ }, "fa fa-table");
+ }
+ },
+
+ employee_loan_application: function(frm) {
+ return frm.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.json b/erpnext/hr/doctype/employee_loan/employee_loan.json
new file mode 100644
index 0000000..560515f
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan/employee_loan.json
@@ -0,0 +1,892 @@
+{
+ "allow_copy": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "ELN.####",
+ "beta": 0,
+ "creation": "2016-12-02 10:11:49.673604",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "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_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_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": 0,
+ "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": "employee_loan_application",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Loan Application",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Loan Application",
+ "permlevel": 0,
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+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "loan_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Loan Type",
+ "length": 0,
+ "no_copy": 0,
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+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
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+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
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+ "in_list_view": 0,
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+ "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,
+ "default": "",
+ "fieldname": "posting_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
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+ "length": 0,
+ "no_copy": 1,
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+ "print_hide": 0,
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+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
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+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Loan Unpaid\nLoan Paid\nEMI in progress\nLoan Repaid",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
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+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "repay_from_salary",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Repay from Salary",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "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": "section_break_8",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Loan Details",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "loan_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Loan Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fieldname": "rate_of_interest",
+ "fieldtype": "Percent",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Rate of Interest (%) / Year",
+ "length": 0,
+ "no_copy": 0,
+ "options": "loan_type.rate_of_interest",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "unique": 0
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+ {
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+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "disbursement_date",
+ "fieldtype": "Date",
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+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
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+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Repay Over Number of Periods",
+ "fieldname": "repayment_method",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Repayment Method",
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+ "max_attachments": 0,
+ "modified": "2017-01-17 07:13:10.704520",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Loan",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 1,
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+ "write": 1
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+ "search_fields": "posting_date",
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan/employee_loan.py b/erpnext/hr/doctype/employee_loan/employee_loan.py
new file mode 100644
index 0000000..4d7a9f3
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan/employee_loan.py
@@ -0,0 +1,128 @@
+# -*- 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
+from erpnext.accounts.general_ledger import make_gl_entries
+
+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 on_submit(self):
+ self.make_gl_entries()
+
+ def on_cancel(self):
+ self.make_gl_entries()
+
+ def make_gl_entries(self):
+ gl_entries = []
+ # Gl entries for employee loan account
+ gl_entries.append(
+ self.get_gl_dict({
+ "account": self.employee_loan_account,
+ "party_type": "Employee",
+ "party": self.employee,
+ "debit": self.loan_amount,
+ "debit_in_account_currency": self.loan_amount
+ })
+ )
+ # Gl entries for payment account
+ gl_entries.append(
+ self.get_gl_dict({
+ "account": self.payment_account,
+ "credit": self.loan_amount,
+ "credit_in_account_currency": self.loan_amount
+ })
+ )
+ make_gl_entries(gl_entries, cancel=(self.docstatus == 2))
+
+ 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_status(self):
+ if self.disbursement_date:
+ self.status = "Loan Paid"
+ if len(self.repayment_schedule)>0:
+ self.status = "repayment in progress"
+
+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 repayment_method == "Repay Over Number of 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
\ 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
new file mode 100644
index 0000000..c1c6ba2
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan/test_employee_loan.py
@@ -0,0 +1,68 @@
+# -*- 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.assertEquals(employee_loan.monthly_repayment_amount, 15052)
+ self.assertEquals(employee_loan.total_interest_payable, 21034)
+ self.assertEquals(employee_loan.total_payment, 301034)
+
+ schedule = employee_loan.repayment_schedule
+
+ self.assertEquals(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.assertEquals(schedule[idx].principal_amount, principal_amount)
+ self.assertEquals(schedule[idx].interest_amount, interest_amount)
+ self.assertEquals(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.assertEquals(len(employee_loan.repayment_schedule), 22)
+ self.assertEquals(employee_loan.total_interest_payable, 22712)
+ self.assertEquals(employee_loan.total_payment, 302712)
+
+
+def create_loan_type(loan_name, maximum_loan_amount, rate_of_interest):
+ if not frappe.db.get_value("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):
+ 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")
+ })
+ 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_application/__init__.py b/erpnext/hr/doctype/employee_loan_application/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan_application/__init__.py
diff --git a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.js b/erpnext/hr/doctype/employee_loan_application/employee_loan_application.js
new file mode 100644
index 0000000..6958bea
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan_application/employee_loan_application.js
@@ -0,0 +1,16 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Employee Loan Application', {
+ refresh: function(frm) {
+ frm.trigger("toggle_fields")
+ },
+ repayment_method: function(frm) {
+ frm.trigger("toggle_fields")
+ },
+
+ toggle_fields: function(frm) {
+ frm.toggle_enable("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_application/employee_loan_application.json b/erpnext/hr/doctype/employee_loan_application/employee_loan_application.json
new file mode 100644
index 0000000..e30dc5a
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan_application/employee_loan_application.json
@@ -0,0 +1,681 @@
+{
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+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan_application/employee_loan_application.py b/erpnext/hr/doctype/employee_loan_application/employee_loan_application.py
new file mode 100644
index 0000000..15dbd4e
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan_application/employee_loan_application.py
@@ -0,0 +1,34 @@
+# -*- 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
+from frappe import _
+from frappe.utils import flt
+from frappe.model.document import Document
+
+from erpnext.hr.doctype.employee_loan.employee_loan import get_monthly_repayment_amount, check_repayment_method
+
+class EmployeeLoanApplication(Document):
+ def validate(self):
+ check_repayment_method(self.repayment_method, self.loan_amount, self.repayment_amount, self.repayment_periods)
+ self.validate_loan_amount()
+ self.get_repayment_details()
+
+ def validate_loan_amount(self):
+ maximum_loan_limit = frappe.db.get_value('Loan Type', self.loan_type, 'maximum_loan_amount')
+ if self.loan_amount > maximum_loan_limit:
+ frappe.throw(_("Loan Amount cannot exceed Maximum Loan Amount of {0}").format(maximum_loan_limit))
+
+ def get_repayment_details(self):
+ if self.repayment_method == "Repay Over Number of Periods":
+ self.repayment_amount = get_monthly_repayment_amount(self.repayment_method, self.loan_amount, self.rate_of_interest, self.repayment_periods)
+
+ if self.repayment_method == "Repay Fixed Amount per Period":
+ monthly_interest_rate = flt(self.rate_of_interest) / (12 *100)
+ self.repayment_periods = math.ceil((math.log(self.repayment_amount) - math.log(self.repayment_amount - \
+ (self.loan_amount*monthly_interest_rate)))/(math.log(1+monthly_interest_rate)))
+
+ self.total_payable_amount = self.repayment_amount * self.repayment_periods
+ self.total_payable_interest = self.total_payable_amount - self.loan_amount
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.py b/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.py
new file mode 100644
index 0000000..1d157d6
--- /dev/null
+++ b/erpnext/hr/doctype/employee_loan_application/test_employee_loan_application.py
@@ -0,0 +1,51 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
+
+class TestEmployeeLoanApplication(unittest.TestCase):
+ def setUp(self):
+ self.create_loan_type()
+ self.employee = make_employee("kate_loan@loan.com")
+ self.create_loan_application()
+
+ def create_loan_type(self):
+ if not frappe.db.get_value("Loan Type", "Home Loan"):
+ frappe.get_doc({
+ "doctype": "Loan Type",
+ "loan_name": "Home Loan",
+ "maximum_loan_amount": 500000,
+ "rate_of_interest": 9.2
+ }).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")
+ loan_application.update({
+ "employee": self.employee,
+ "loan_type": "Home Loan",
+ "rate_of_interest": 9.2,
+ "loan_amount": 250000,
+ "repayment_method": "Repay Over Number of Periods",
+ "repayment_periods": 24
+ })
+ loan_application.insert()
+
+
+ def test_loan_totals(self):
+ loan_application = frappe.get_doc("Employee Loan Application", {"employee":self.employee})
+ self.assertEquals(loan_application.repayment_amount, 11445)
+ self.assertEquals(loan_application.total_payable_interest, 24680)
+ self.assertEquals(loan_application.total_payable_amount, 274680)
+
+ loan_application.repayment_method = "Repay Fixed Amount per Period"
+ loan_application.repayment_amount = 15000
+ loan_application.save()
+
+ self.assertEquals(loan_application.repayment_periods, 18)
+ self.assertEquals(loan_application.total_payable_interest, 20000)
+ self.assertEquals(loan_application.total_payable_amount, 270000)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/loan_type/__init__.py b/erpnext/hr/doctype/loan_type/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/hr/doctype/loan_type/__init__.py
diff --git a/erpnext/hr/doctype/loan_type/loan_type.js b/erpnext/hr/doctype/loan_type/loan_type.js
new file mode 100644
index 0000000..72f5775
--- /dev/null
+++ b/erpnext/hr/doctype/loan_type/loan_type.js
@@ -0,0 +1,7 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Loan Type', {
+ refresh: function(frm) {
+ }
+});
diff --git a/erpnext/hr/doctype/loan_type/loan_type.json b/erpnext/hr/doctype/loan_type/loan_type.json
new file mode 100644
index 0000000..f9441ea
--- /dev/null
+++ b/erpnext/hr/doctype/loan_type/loan_type.json
@@ -0,0 +1,230 @@
+{
+ "allow_copy": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:loan_name",
+ "beta": 0,
+ "creation": "2016-12-02 10:41:40.732843",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "loan_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Loan Name",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "maximum_loan_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Maximum Loan Amount",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "rate_of_interest",
+ "fieldtype": "Percent",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Rate of Interest (%) Yearly",
+ "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": 1,
+ "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_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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fieldname": "disabled",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Disabled",
+ "length": 0,
+ "no_copy": 0,
+ "options": "",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "description",
+ "fieldtype": "Text",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Description",
+ "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
+ }
+ ],
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "in_dialog": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2016-12-29 15:54:17.716285",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Loan Type",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "is_custom": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/loan_type/loan_type.py b/erpnext/hr/doctype/loan_type/loan_type.py
new file mode 100644
index 0000000..2714e20
--- /dev/null
+++ b/erpnext/hr/doctype/loan_type/loan_type.py
@@ -0,0 +1,10 @@
+# -*- 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
+from frappe.model.document import Document
+
+class LoanType(Document):
+ pass
diff --git a/erpnext/hr/doctype/loan_type/test_loan_type.py b/erpnext/hr/doctype/loan_type/test_loan_type.py
new file mode 100644
index 0000000..078e11e
--- /dev/null
+++ b/erpnext/hr/doctype/loan_type/test_loan_type.py
@@ -0,0 +1,12 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+# test_records = frappe.get_test_records('Loan Type')
+
+class TestLoanType(unittest.TestCase):
+ pass
diff --git a/erpnext/hr/doctype/repayment_schedule/__init__.py b/erpnext/hr/doctype/repayment_schedule/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/hr/doctype/repayment_schedule/__init__.py
diff --git a/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json b/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json
new file mode 100644
index 0000000..3a0dfd3
--- /dev/null
+++ b/erpnext/hr/doctype/repayment_schedule/repayment_schedule.json
@@ -0,0 +1,179 @@
+{
+ "allow_copy": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2016-12-20 15:32:25.078334",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 2,
+ "fieldname": "payment_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Payment 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,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 2,
+ "fieldname": "principal_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Principal Amount",
+ "length": 0,
+ "no_copy": 1,
+ "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": 2,
+ "fieldname": "interest_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Interest Amount",
+ "length": 0,
+ "no_copy": 1,
+ "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": 2,
+ "fieldname": "total_payment",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Total Payment",
+ "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,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 2,
+ "fieldname": "balance_loan_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Balance Loan Amount",
+ "length": 0,
+ "no_copy": 1,
+ "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
+ }
+ ],
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "in_dialog": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2017-01-09 12:00:10.818772",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Repayment Schedule",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/repayment_schedule/repayment_schedule.py b/erpnext/hr/doctype/repayment_schedule/repayment_schedule.py
new file mode 100644
index 0000000..8abee5e
--- /dev/null
+++ b/erpnext/hr/doctype/repayment_schedule/repayment_schedule.py
@@ -0,0 +1,10 @@
+# -*- 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
+from frappe.model.document import Document
+
+class RepaymentSchedule(Document):
+ pass
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.js b/erpnext/hr/doctype/salary_slip/salary_slip.js
index 8b0dd16..0262259 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.js
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.js
@@ -110,6 +110,7 @@
calculate_earning_total(doc, dt, dn, true);
calculate_ded_total(doc, dt, dn, true);
calculate_net_pay(doc, dt, dn);
+ refresh_many(['amount','gross_pay', 'rounded_total', 'net_pay', 'loan_repayment']);
};
// Calculate earning total
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.json b/erpnext/hr/doctype/salary_slip/salary_slip.json
index e558d73..7d5dbe9 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.json
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.json
@@ -1266,7 +1266,35 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "description": "Gross Pay + Arrear Amount +Encashment Amount - Total Deduction",
+ "fieldname": "loan_repayment",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Loan Repayment",
+ "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,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "description": "Gross Pay + Arrear Amount + Encashment Amount - Total Deduction - Loan Repayment",
"fieldname": "net_pay",
"fieldtype": "Currency",
"hidden": 0,
@@ -1362,7 +1390,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2016-12-14 08:26:31.400930",
+ "modified": "2017-01-09 12:37:03.802501",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Slip",
@@ -1413,7 +1441,7 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
+ "apply_user_permissions": 1,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1430,6 +1458,7 @@
"set_user_permissions": 0,
"share": 0,
"submit": 0,
+ "user_permission_doctypes": "[\"Employee\"]",
"write": 0
}
],
@@ -1440,5 +1469,6 @@
"sort_order": "DESC",
"timeline_field": "employee",
"title_field": "employee_name",
+ "track_changes": 0,
"track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.py b/erpnext/hr/doctype/salary_slip/salary_slip.py
index eeec6e8..de205e3 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.py
@@ -329,11 +329,21 @@
self.sum_components('earnings', 'gross_pay')
self.sum_components('deductions', 'total_deduction')
+
+ self.set_loan_repayment()
- self.net_pay = flt(self.gross_pay) - flt(self.total_deduction)
+ self.net_pay = flt(self.gross_pay) - (flt(self.total_deduction) + flt(self.loan_repayment))
self.rounded_total = rounded(self.net_pay,
self.precision("net_pay") if disable_rounded_total else 0)
+ def set_loan_repayment(self):
+ employee_loan = frappe.db.sql("""select sum(total_payment) as loan_repayment from `tabRepayment Schedule`
+ where payment_date between %s and %s and parent in (select name from `tabEmployee Loan`
+ where employee = %s and repay_from_salary = 1 and docstatus = 1)""",
+ (self.start_date, self.end_date, self.employee), as_dict=True)
+ if employee_loan:
+ self.loan_repayment = employee_loan[0].loan_repayment
+
def on_submit(self):
if self.net_pay < 0:
frappe.throw(_("Net Pay cannot be less than 0"))
diff --git a/erpnext/hr/doctype/salary_slip/test_salary_slip.py b/erpnext/hr/doctype/salary_slip/test_salary_slip.py
index 3d119c3..9999f1e 100644
--- a/erpnext/hr/doctype/salary_slip/test_salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/test_salary_slip.py
@@ -7,7 +7,7 @@
import erpnext
import calendar
from erpnext.accounts.utils import get_fiscal_year
-from frappe.utils import getdate, nowdate, add_days
+from frappe.utils import getdate, nowdate, add_days, flt
from erpnext.hr.doctype.salary_structure.salary_structure import make_salary_slip
from erpnext.hr.doctype.process_payroll.test_process_payroll import get_salary_component_account
from erpnext.hr.doctype.process_payroll.process_payroll import get_month_details
@@ -24,7 +24,6 @@
frappe.db.set_value("Company", erpnext.get_default_company(), "default_holiday_list", "Salary Slip Test Holiday List")
-
def tearDown(self):
frappe.db.set_value("HR Settings", None, "include_holidays_in_total_working_days", 0)
frappe.set_user("Administrator")
@@ -40,12 +39,12 @@
self.assertEquals(ss.total_working_days, no_of_days[0])
self.assertEquals(ss.payment_days, no_of_days[0])
- self.assertEquals(ss.earnings[0].amount, 5000)
+ self.assertEquals(ss.earnings[0].amount, 25000)
self.assertEquals(ss.earnings[1].amount, 3000)
self.assertEquals(ss.deductions[0].amount, 5000)
- self.assertEquals(ss.deductions[1].amount, 2500)
- self.assertEquals(ss.gross_pay, 10500)
- self.assertEquals(ss.net_pay, 3000)
+ self.assertEquals(ss.deductions[1].amount, 5000)
+ self.assertEquals(ss.gross_pay, 40500)
+ self.assertEquals(ss.net_pay, 29918)
def test_salary_slip_with_holidays_excluded(self):
no_of_days = self.get_no_of_days()
@@ -58,13 +57,13 @@
self.assertEquals(ss.total_working_days, no_of_days[0] - no_of_days[1])
self.assertEquals(ss.payment_days, no_of_days[0] - no_of_days[1])
- self.assertEquals(ss.earnings[0].amount, 5000)
- self.assertEquals(ss.earnings[0].default_amount, 5000)
+ self.assertEquals(ss.earnings[0].amount, 25000)
+ self.assertEquals(ss.earnings[0].default_amount, 25000)
self.assertEquals(ss.earnings[1].amount, 3000)
self.assertEquals(ss.deductions[0].amount, 5000)
- self.assertEquals(ss.deductions[1].amount, 2500)
- self.assertEquals(ss.gross_pay, 10500)
- self.assertEquals(ss.net_pay, 3000)
+ self.assertEquals(ss.deductions[1].amount, 5000)
+ self.assertEquals(ss.gross_pay, 40500)
+ self.assertEquals(ss.net_pay, 29918)
def test_payment_days(self):
no_of_days = self.get_no_of_days()
@@ -130,9 +129,23 @@
ss = frappe.get_doc("Salary Slip",
self.make_employee_salary_slip("test_employee@salary.com", "Monthly"))
ss.submit()
+
email_queue = frappe.db.sql("""select name from `tabEmail Queue`""")
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")
+ 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()
+ ss = frappe.get_doc("Salary Slip",
+ self.make_employee_salary_slip("test_employee@salary.com", "Monthly"))
+ ss.submit()
+ self.assertEquals(ss.loan_repayment, 582)
+ self.assertEquals(ss.net_pay, (flt(ss.gross_pay) - (flt(ss.total_deduction) + flt(ss.loan_repayment))))
+
def test_payroll_frequency(self):
fiscal_year = get_fiscal_year(nowdate(), company="_Test Company")[0]
month = "%02d" % getdate(nowdate()).month
@@ -167,7 +180,7 @@
}).insert()
if not frappe.db.get_value("Employee", {"user_id": user}):
- frappe.get_doc({
+ employee = frappe.get_doc({
"doctype": "Employee",
"naming_series": "EMP-",
"employee_name": user,
@@ -183,6 +196,9 @@
"status": "Active",
"employment_type": "Intern"
}).insert()
+ return employee.name
+ else:
+ return frappe.get_value("Employee", {"employee_name":user}, "name")
def make_holiday_list(self):
fiscal_year = get_fiscal_year(nowdate(), company="_Test Company")
@@ -278,7 +294,7 @@
def get_employee_details(employee):
return [{"employee": employee,
- "base": 25000,
+ "base": 50000,
"variable": 5000
}
]
@@ -289,14 +305,14 @@
"salary_component": 'Basic Salary',
"abbr":'BS',
"condition": 'base > 10000',
- "formula": 'base*.2',
+ "formula": 'base*.5',
"idx": 1
},
{
"salary_component": 'Basic Salary',
"abbr":'BS',
"condition": 'base < 10000',
- "formula": 'base*.1',
+ "formula": 'base*.2',
"idx": 2
},
{
@@ -320,13 +336,13 @@
"salary_component": 'Professional Tax',
"abbr":'PT',
"condition": 'base > 10000',
- "formula": 'base*.2',
+ "formula": 'base*.1',
"idx": 1
},
{
"salary_component": 'TDS',
"abbr":'T',
- "formula": 'base*.5',
+ "formula": 'base*.1',
"idx": 2
},
{
diff --git a/erpnext/hr/doctype/salary_structure/test_salary_structure.py b/erpnext/hr/doctype/salary_structure/test_salary_structure.py
index fe88d9a..36e50d3 100644
--- a/erpnext/hr/doctype/salary_structure/test_salary_structure.py
+++ b/erpnext/hr/doctype/salary_structure/test_salary_structure.py
@@ -19,8 +19,8 @@
frappe.db.set_value("Company", erpnext.get_default_company(), "default_holiday_list", "Salary Structure Test Holiday List")
make_earning_salary_component(["Basic Salary", "Allowance", "HRA"])
make_deduction_salary_component(["Professional Tax", "TDS"])
- self.make_employee("test_employee@salary.com")
- self.make_employee("test_employee_2@salary.com")
+ make_employee("test_employee@salary.com")
+ make_employee("test_employee_2@salary.com")
def make_holiday_list(self):
if not frappe.db.get_value("Holiday List", "Salary Structure Test Holiday List"):
@@ -33,37 +33,6 @@
}).insert()
holiday_list.get_weekly_off_dates()
holiday_list.save()
-
- def make_employee(self, user):
- if not frappe.db.get_value("User", user):
- frappe.get_doc({
- "doctype": "User",
- "email": user,
- "first_name": user,
- "new_password": "password",
- "user_roles": [{"doctype": "UserRole", "role": "Employee"}]
- }).insert()
-
-
- if not frappe.db.get_value("Employee", {"user_id": user}):
- emp = frappe.get_doc({
- "doctype": "Employee",
- "naming_series": "EMP-",
- "employee_name": user,
- "company": erpnext.get_default_company(),
- "user_id": user,
- "date_of_birth": "1990-05-08",
- "date_of_joining": "2013-01-01",
- "relieving_date": "",
- "department": frappe.get_all("Department", fields="name")[0].name,
- "gender": "Female",
- "company_email": user,
- "status": "Active",
- "employment_type": "Intern"
- }).insert()
- return emp.name
- else:
- return frappe.get_value("Employee", {"employee_name":user}, "name")
def test_amount_totals(self):
sal_slip = frappe.get_value("Salary Slip", {"employee_name":"test_employee@salary.com"})
@@ -76,6 +45,36 @@
self.assertEquals(sal_slip.get("total_deduction"), 7500)
self.assertEquals(sal_slip.get("net_pay"), 7500)
+def make_employee(user):
+ if not frappe.db.get_value("User", user):
+ frappe.get_doc({
+ "doctype": "User",
+ "email": user,
+ "first_name": user,
+ "new_password": "password",
+ "user_roles": [{"doctype": "UserRole", "role": "Employee"}]
+ }).insert()
+
+
+ if not frappe.db.get_value("Employee", {"user_id": user}):
+ emp = frappe.get_doc({
+ "doctype": "Employee",
+ "naming_series": "EMP-",
+ "employee_name": user,
+ "company": erpnext.get_default_company(),
+ "user_id": user,
+ "date_of_birth": "1990-05-08",
+ "date_of_joining": "2013-01-01",
+ "relieving_date": "",
+ "department": frappe.get_all("Department", fields="name")[0].name,
+ "gender": "Female",
+ "company_email": user,
+ "status": "Active",
+ "employment_type": "Intern"
+ }).insert()
+ return emp.name
+ else:
+ return frappe.get_value("Employee", {"employee_name":user}, "name")
def make_salary_slip_from_salary_structure(employee):
sal_struct = make_salary_structure('Salary Structure Sample')
diff --git a/erpnext/schools/report/student_monthly_attendance_sheet/student_monthly_attendance_sheet.py b/erpnext/schools/report/student_monthly_attendance_sheet/student_monthly_attendance_sheet.py
index cd2c82c..01cee58 100644
--- a/erpnext/schools/report/student_monthly_attendance_sheet/student_monthly_attendance_sheet.py
+++ b/erpnext/schools/report/student_monthly_attendance_sheet/student_monthly_attendance_sheet.py
@@ -61,7 +61,7 @@
students_with_leave_application = get_students_with_leave_application(from_date, to_date, students_list)
for d in attendance_list:
att_map.setdefault(d.student, frappe._dict()).setdefault(d.date, "")
- if students_with_leave_application and d.student in students_with_leave_application.get(d.date,[]):
+ if students_with_leave_application and d.student in students_with_leave_application.get(d.date):
att_map[d.student][d.date] = "Present"
else:
att_map[d.student][d.date] = d.status
