Merge pull request #24629 from deepeshgarg007/loan_dashboard

feat: Loans Dashboard
2021-02-23 11:22:32 +05:30 · 2021-02-23 11:22:32 +05:30 · 8f8d9744f1
commit 8f8d9744f1
parent 19f8fa59d3 e4964a0c6c
28 changed files with 614 additions and 5 deletions
--- a/erpnext/loan_management/dashboard_chart/loan_disbursements/loan_disbursements.json
+++ b/erpnext/loan_management/dashboard_chart/loan_disbursements/loan_disbursements.json
@ -0,0 +1,29 @@
+{
+ "based_on": "disbursement_date",
+ "chart_name": "Loan Disbursements",
+ "chart_type": "Sum",
+ "creation": "2021-02-06 18:40:36.148470",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Loan Disbursement",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Disbursement\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "modified": "2021-02-06 18:40:49.308663",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Loan Disbursements",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Daily",
+ "timeseries": 1,
+ "timespan": "Last Month",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "disbursed_amount",
+ "y_axis": []
+}
--- a/erpnext/loan_management/dashboard_chart/loan_interest_accrual/loan_interest_accrual.json
+++ b/erpnext/loan_management/dashboard_chart/loan_interest_accrual/loan_interest_accrual.json
@ -0,0 +1,31 @@
+{
+ "based_on": "posting_date",
+ "chart_name": "Loan Interest Accrual",
+ "chart_type": "Sum",
+ "color": "#39E4A5",
+ "creation": "2021-02-18 20:07:04.843876",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Loan Interest Accrual",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Interest Accrual\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "last_synced_on": "2021-02-21 21:01:26.022634",
+ "modified": "2021-02-21 21:01:44.930712",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Loan Interest Accrual",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "interest_amount",
+ "y_axis": []
+}
--- a/erpnext/loan_management/dashboard_chart/new_loans/new_loans.json
+++ b/erpnext/loan_management/dashboard_chart/new_loans/new_loans.json
@ -0,0 +1,31 @@
+{
+ "based_on": "creation",
+ "chart_name": "New Loans",
+ "chart_type": "Count",
+ "color": "#449CF0",
+ "creation": "2021-02-06 16:59:27.509170",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Loan",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "last_synced_on": "2021-02-21 20:55:33.515025",
+ "modified": "2021-02-21 21:00:33.900821",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "New Loans",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Daily",
+ "timeseries": 1,
+ "timespan": "Last Month",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
--- a/erpnext/loan_management/dashboard_chart/top_10_pledged_loan_securities/top_10_pledged_loan_securities.json
+++ b/erpnext/loan_management/dashboard_chart/top_10_pledged_loan_securities/top_10_pledged_loan_securities.json
@ -0,0 +1,31 @@
+{
+ "based_on": "",
+ "chart_name": "Top 10 Pledged Loan Securities",
+ "chart_type": "Custom",
+ "color": "#EC864B",
+ "creation": "2021-02-06 22:02:46.284479",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "last_synced_on": "2021-02-21 21:00:57.043034",
+ "modified": "2021-02-21 21:01:10.048623",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Top 10 Pledged Loan Securities",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "Top 10 Pledged Loan Securities",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
--- a/erpnext/loan_management/dashboard_chart_source/init.py
+++ b/erpnext/loan_management/dashboard_chart_source/init.py
--- a/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/init.py
+++ b/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/init.py
--- a/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/top_10_pledged_loan_securities.js
+++ b/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/top_10_pledged_loan_securities.js
@ -0,0 +1,14 @@
+frappe.provide('frappe.dashboards.chart_sources');
+
+frappe.dashboards.chart_sources["Top 10 Pledged Loan Securities"] = {
+	method: "erpnext.loan_management.dashboard_chart_source.top_10_pledged_loan_securities.top_10_pledged_loan_securities.get_data",
+	filters: [
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		}
+	]
+};
--- a/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/top_10_pledged_loan_securities.json
+++ b/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/top_10_pledged_loan_securities.json
@ -0,0 +1,13 @@
+{
+ "creation": "2021-02-06 22:01:01.332628",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart Source",
+ "idx": 0,
+ "modified": "2021-02-06 22:01:01.332628",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Top 10 Pledged Loan Securities",
+ "owner": "Administrator",
+ "source_name": "Top 10 Pledged Loan Securities ",
+ "timeseries": 0
+}
--- a/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/top_10_pledged_loan_securities.py
+++ b/erpnext/loan_management/dashboard_chart_source/top_10_pledged_loan_securities/top_10_pledged_loan_securities.py
@ -0,0 +1,76 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.utils.dashboard import cache_source
+from erpnext.loan_management.report.applicant_wise_loan_security_exposure.applicant_wise_loan_security_exposure \
+	 import get_loan_security_details
+from six import iteritems
+
+@frappe.whitelist()
+@cache_source
+def get_data(chart_name = None, chart = None, no_cache = None, filters = None, from_date = None,
+	to_date = None, timespan = None, time_interval = None, heatmap_year = None):
+	if chart_name:
+		chart = frappe.get_doc('Dashboard Chart', chart_name)
+	else:
+		chart = frappe._dict(frappe.parse_json(chart))
+
+	filters = {}
+	current_pledges = {}
+
+	if filters:
+		filters = frappe.parse_json(filters)[0]
+
+	conditions = ""
+	labels = []
+	values = []
+
+	if filters.get('company'):
+		conditions = "AND company = %(company)s"
+
+	loan_security_details = get_loan_security_details()
+
+	unpledges = frappe._dict(frappe.db.sql("""
+		SELECT u.loan_security, sum(u.qty) as qty
+		FROM `tabLoan Security Unpledge` up, `tabUnpledge` u
+		WHERE u.parent = up.name
+		AND up.status = 'Approved'
+		{conditions}
+		GROUP BY u.loan_security
+	""".format(conditions=conditions), filters, as_list=1))
+
+	pledges = frappe._dict(frappe.db.sql("""
+		SELECT p.loan_security, sum(p.qty) as qty
+		FROM `tabLoan Security Pledge` lp, `tabPledge`p
+		WHERE p.parent = lp.name
+		AND lp.status = 'Pledged'
+		{conditions}
+		GROUP BY p.loan_security
+	""".format(conditions=conditions), filters, as_list=1))
+
+	for security, qty in iteritems(pledges):
+		current_pledges.setdefault(security, qty)
+		current_pledges[security] -= unpledges.get(security, 0.0)
+
+	sorted_pledges = dict(sorted(current_pledges.items(), key=lambda item: item[1], reverse=True))
+
+	count = 0
+	for security, qty in iteritems(sorted_pledges):
+		values.append(qty * loan_security_details.get(security, {}).get('latest_price', 0))
+		labels.append(security)
+		count +=1
+
+		## Just need top 10 securities
+		if count == 10:
+			break
+
+	return {
+		'labels': labels,
+		'datasets': [{
+			'name': 'Top 10 Securities',
+			'chartType': 'bar',
+			'values': values
+		}]
+	}
--- a/erpnext/loan_management/doctype/loan/loan.py
+++ b/erpnext/loan_management/doctype/loan/loan.py
@ -348,3 +348,13 @@ def validate_employee_currency_with_company_currency(applicant, company):
 	if employee_currency != company_currency:
 		frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}")
 			.format(applicant, employee_currency))
+
+@frappe.whitelist()
+def get_shortfall_applicants():
+	loans = frappe.get_all('Loan Security Shortfall', {'status': 'Pending'}, pluck='loan')
+	applicants = set(frappe.get_all('Loan', {'name': ('in', loans)}, pluck='name'))
+
+	return {
+		"value": len(applicants),
+		"fieldtype": "Int"
+	}
--- a/erpnext/loan_management/loan_management_dashboard/loan_dashboard/loan_dashboard.json
+++ b/erpnext/loan_management/loan_management_dashboard/loan_dashboard/loan_dashboard.json
@ -0,0 +1,70 @@
+{
+ "cards": [
+  {
+   "card": "New Loans"
+  },
+  {
+   "card": "Active Loans"
+  },
+  {
+   "card": "Closed Loans"
+  },
+  {
+   "card": "Total Disbursed"
+  },
+  {
+   "card": "Open Loan Applications"
+  },
+  {
+   "card": "New Loan Applications"
+  },
+  {
+   "card": "Total Sanctioned Amount"
+  },
+  {
+   "card": "Active Securities"
+  },
+  {
+   "card": "Applicants With Unpaid Shortfall"
+  },
+  {
+   "card": "Total Shortfall Amount"
+  },
+  {
+   "card": "Total Repayment"
+  },
+  {
+   "card": "Total Write Off"
+  }
+ ],
+ "charts": [
+  {
+   "chart": "New Loans",
+   "width": "Half"
+  },
+  {
+   "chart": "Loan Disbursements",
+   "width": "Half"
+  },
+  {
+   "chart": "Top 10 Pledged Loan Securities",
+   "width": "Half"
+  },
+  {
+   "chart": "Loan Interest Accrual",
+   "width": "Half"
+  }
+ ],
+ "creation": "2021-02-06 16:52:43.484752",
+ "dashboard_name": "Loan Dashboard",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2021-02-21 20:53:47.531699",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Loan Dashboard",
+ "owner": "Administrator"
+}
--- a/erpnext/loan_management/number_card/active_loans/active_loans.json
+++ b/erpnext/loan_management/number_card/active_loans/active_loans.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2021-02-06 17:10:26.132493",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"status\",\"in\",[\"Disbursed\",\"Partially Disbursed\",null],false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Active Loans",
+ "modified": "2021-02-06 17:29:20.304087",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Active Loans",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/active_securities/active_securities.json
+++ b/erpnext/loan_management/number_card/active_securities/active_securities.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2021-02-06 19:07:21.344199",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Security",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Security\",\"disabled\",\"=\",0,false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Active Securities",
+ "modified": "2021-02-06 19:07:26.671516",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Active Securities",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/applicants_with_unpaid_shortfall/applicants_with_unpaid_shortfall.json
+++ b/erpnext/loan_management/number_card/applicants_with_unpaid_shortfall/applicants_with_unpaid_shortfall.json
@ -0,0 +1,21 @@
+{
+ "creation": "2021-02-07 18:55:12.632616",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "filters_json": "null",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Applicants With Unpaid Shortfall",
+ "method": "erpnext.loan_management.doctype.loan.loan.get_shortfall_applicants",
+ "modified": "2021-02-07 21:46:27.369795",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Applicants With Unpaid Shortfall",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Custom"
+}
--- a/erpnext/loan_management/number_card/closed_loans/closed_loans.json
+++ b/erpnext/loan_management/number_card/closed_loans/closed_loans.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2021-02-21 19:51:49.261813",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"status\",\"=\",\"Closed\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Closed Loans",
+ "modified": "2021-02-21 19:51:54.087903",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Closed Loans",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/last_interest_accrual/last_interest_accrual.json
+++ b/erpnext/loan_management/number_card/last_interest_accrual/last_interest_accrual.json
@ -0,0 +1,21 @@
+{
+ "creation": "2021-02-07 21:57:14.758007",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "filters_json": "null",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Last Interest Accrual",
+ "method": "erpnext.loan_management.doctype.loan.loan.get_last_accrual_date",
+ "modified": "2021-02-07 21:59:47.525197",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Last Interest Accrual",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Custom"
+}
--- a/erpnext/loan_management/number_card/new_loan_applications/new_loan_applications.json
+++ b/erpnext/loan_management/number_card/new_loan_applications/new_loan_applications.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2021-02-06 17:59:10.051269",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Application",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Application\",\"docstatus\",\"=\",\"1\",false],[\"Loan Application\",\"creation\",\"Timespan\",\"today\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "New Loan Applications",
+ "modified": "2021-02-06 17:59:21.880979",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "New Loan Applications",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/new_loans/new_loans.json
+++ b/erpnext/loan_management/number_card/new_loans/new_loans.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2021-02-06 17:56:34.624031",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"creation\",\"Timespan\",\"today\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "New Loans",
+ "modified": "2021-02-06 17:58:20.209166",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "New Loans",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/open_loan_applications/open_loan_applications.json
+++ b/erpnext/loan_management/number_card/open_loan_applications/open_loan_applications.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2021-02-06 17:23:32.509899",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Application",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Application\",\"docstatus\",\"=\",\"1\",false],[\"Loan Application\",\"status\",\"=\",\"Open\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Open Loan Applications",
+ "modified": "2021-02-06 17:29:09.761011",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Open Loan Applications",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/total_disbursed/total_disbursed.json
+++ b/erpnext/loan_management/number_card/total_disbursed/total_disbursed.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "disbursed_amount",
+ "creation": "2021-02-06 16:52:19.505462",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Disbursement",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Disbursement\",\"docstatus\",\"=\",\"1\",false]]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Total Disbursed Amount",
+ "modified": "2021-02-06 17:29:38.453870",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Total Disbursed",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/total_repayment/total_repayment.json
+++ b/erpnext/loan_management/number_card/total_repayment/total_repayment.json
@ -0,0 +1,24 @@
+{
+ "aggregate_function_based_on": "amount_paid",
+ "color": "#29CD42",
+ "creation": "2021-02-21 19:27:45.989222",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Repayment",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Repayment\",\"docstatus\",\"=\",\"1\",false]]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Total Repayment",
+ "modified": "2021-02-21 19:34:59.656546",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Total Repayment",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/total_sanctioned_amount/total_sanctioned_amount.json
+++ b/erpnext/loan_management/number_card/total_sanctioned_amount/total_sanctioned_amount.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "loan_amount",
+ "creation": "2021-02-06 17:05:04.704162",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"status\",\"=\",\"Sanctioned\",false]]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Total Sanctioned Amount",
+ "modified": "2021-02-06 17:29:29.930557",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Total Sanctioned Amount",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/total_shortfall_amount/total_shortfall_amount.json
+++ b/erpnext/loan_management/number_card/total_shortfall_amount/total_shortfall_amount.json
@ -0,0 +1,23 @@
+{
+ "aggregate_function_based_on": "shortfall_amount",
+ "creation": "2021-02-09 08:07:20.096995",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Security Shortfall",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Total Unpaid Shortfall Amount",
+ "modified": "2021-02-09 08:09:00.355547",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Total Shortfall Amount",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/number_card/total_write_off/total_write_off.json
+++ b/erpnext/loan_management/number_card/total_write_off/total_write_off.json
@ -0,0 +1,24 @@
+{
+ "aggregate_function_based_on": "write_off_amount",
+ "color": "#CB2929",
+ "creation": "2021-02-21 19:48:29.004429",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Loan Write Off",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Loan Write Off\",\"docstatus\",\"=\",\"1\",false]]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Total Write Off",
+ "modified": "2021-02-21 19:48:58.604159",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Total Write Off",
+ "owner": "Administrator",
+ "report_function": "Sum",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
--- a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py
+++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py
@ -36,7 +36,7 @@ def get_columns(filters):

 def get_data(filters):
 	data = []
-	loan_security_details = get_loan_security_details(filters)
+	loan_security_details = get_loan_security_details()
 	pledge_values, total_value_map, applicant_type_map = get_applicant_wise_total_loan_security_qty(filters,
 		loan_security_details)

@ -64,7 +64,7 @@ def get_data(filters):

 	return data

-def get_loan_security_details(filters):
+def get_loan_security_details():
 	security_detail_map = {}
 	loan_security_price_map = {}
 	lsp_validity_map = {}
--- a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py
+++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py
@ -171,7 +171,7 @@ def get_loan_wise_pledges(filters):
 	return current_pledges

 def get_loan_wise_security_value(filters, current_pledges):
-	loan_security_details = get_loan_security_details(filters)
+	loan_security_details = get_loan_security_details()
 	loan_wise_security_value = {}

 	for key in current_pledges:
--- a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py
+++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py
@ -35,7 +35,7 @@ def get_columns(filters):

 def get_data(filters):
 	data = []
-	loan_security_details = get_loan_security_details(filters)
+	loan_security_details = get_loan_security_details()
 	current_pledges, total_portfolio_value = get_company_wise_loan_security_details(filters, loan_security_details)
 	currency = erpnext.get_company_currency(filters.get('company'))

--- a/erpnext/loan_management/workspace/loan_management/loan_management.json
+++ b/erpnext/loan_management/workspace/loan_management/loan_management.json
@ -10,6 +10,7 @@
 "hide_custom": 0,
 "icon": "loan",
 "idx": 0,
+ "is_default": 0,
 "is_standard": 1,
 "label": "Loan Management",
 "links": [
@ -219,7 +220,7 @@
   "type": "Link"
  }
 ],
- "modified": "2021-01-12 11:27:56.079724",
+ "modified": "2021-02-18 17:31:53.586508",
 "modified_by": "Administrator",
 "module": "Loan Management",
 "name": "Loan Management",
@ -239,6 +240,12 @@
   "label": "Loan",
   "link_to": "Loan",
   "type": "DocType"
+  },
+  {
+   "doc_view": "",
+   "label": "Dashboard",
+   "link_to": "Loan Dashboard",
+   "type": "Dashboard"
  }
 ]
 }