feat: Add loan write off doctype
This commit is contained in:
Deepesh Garg
parent
eb3983ec6c
commit
c0e24735e3
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// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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{% include 'erpnext/loan_management/loan_common.js' %};
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frappe.ui.form.on('Loan Write Off', {
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refresh: function(frm) {
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frm.set_query('write_off_account', function(){
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return {
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filters: {
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'company': frm.doc.company,
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'root_type': 'Expense',
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'is_group': 0
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}
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}
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});
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}
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});
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{
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"actions": [],
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"autoname": "LM-WO-.#####",
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"creation": "2020-10-16 11:09:14.495066",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"loan",
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"applicant_type",
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"applicant",
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"column_break_3",
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"company",
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"posting_date",
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"accounting_dimensions_section",
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"cost_center",
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"section_break_9",
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"write_off_account",
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"column_break_11",
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"write_off_amount",
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"amended_from"
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],
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"fields": [
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{
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"fieldname": "loan",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Loan",
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"options": "Loan",
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"reqd": 1
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},
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{
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"default": "Today",
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"fieldname": "posting_date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"label": "Posting Date",
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"reqd": 1
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},
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{
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"fieldname": "column_break_3",
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"fieldtype": "Column Break"
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},
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{
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"fetch_from": "loan.company",
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"fieldname": "company",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Company",
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"options": "Company",
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"read_only": 1,
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"reqd": 1
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},
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{
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"fetch_from": "loan.applicant_type",
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"fieldname": "applicant_type",
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"fieldtype": "Select",
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"label": "Applicant Type",
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"options": "Employee\nMember\nCustomer",
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"read_only": 1
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},
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{
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"fetch_from": "loan.applicant",
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"fieldname": "applicant",
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"fieldtype": "Dynamic Link",
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"label": "Applicant ",
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"options": "applicant_type",
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"read_only": 1
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},
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{
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"collapsible": 1,
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"fieldname": "accounting_dimensions_section",
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"fieldtype": "Section Break",
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"label": "Accounting Dimensions"
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},
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{
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"fieldname": "cost_center",
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"fieldtype": "Link",
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"label": "Cost Center",
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"options": "Cost Center"
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},
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{
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"fieldname": "section_break_9",
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"fieldtype": "Section Break",
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"label": "Write Off Details"
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},
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{
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"fieldname": "write_off_account",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Write Off Account",
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"options": "Account",
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"reqd": 1
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},
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{
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"fieldname": "write_off_amount",
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"fieldtype": "Currency",
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"label": "Write Off Amount",
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"options": "Company:company:default_currency",
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"reqd": 1
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},
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{
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"fieldname": "column_break_11",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "amended_from",
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"fieldtype": "Link",
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"label": "Amended From",
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"no_copy": 1,
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"options": "Loan Write Off",
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"print_hide": 1,
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"read_only": 1
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}
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],
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"index_web_pages_for_search": 1,
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"is_submittable": 1,
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"links": [],
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"modified": "2020-10-17 08:30:54.859362",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Loan Write Off",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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}
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],
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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@ -0,0 +1,79 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe, erpnext
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from frappe import _
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from frappe.utils import getdate
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from frappe.model.document import Document
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from erpnext.controllers.accounts_controller import AccountsController
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from erpnext.accounts.general_ledger import make_gl_entries
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class LoanWriteOff(AccountsController):
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def validate(self):
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self.set_missing_values()
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def set_missing_values(self):
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if not self.cost_center:
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self.cost_center = erpnext.get_default_cost_center(self.company)
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def on_submit(self):
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self.update_outstanding_amount()
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self.make_gl_entries()
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def on_cancel(self):
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self.update_outstanding_amount(cancel=1)
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self.ignore_linked_doctypes = ['GL Entry']
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self.make_gl_entries(cancel=1)
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def update_outstanding_amount(self, cancel=0):
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written_off_amount = frappe.db.get_value('Loan', self.loan, 'written_off_amount')
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if cancel:
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written_off_amount -= self.write_off_amount
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else:
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written_off_amount += self.write_off_amount
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frappe.db.set_value('Loan', self.loan, 'written_off_amount', written_off_amount)
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def make_gl_entries(self, cancel=0):
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gl_entries = []
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loan_details = frappe.get_doc("Loan", self.loan)
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gl_entries.append(
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self.get_gl_dict({
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"account": self.write_off_account,
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"against": loan_details.loan_account,
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"debit": self.write_off_amount,
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"debit_in_account_currency": self.write_off_amount,
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"against_voucher_type": "Loan",
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"against_voucher": self.loan,
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"remarks": _("Against Loan:") + self.loan,
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"cost_center": self.cost_center,
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"party_type": self.applicant_type,
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"party": self.applicant,
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"posting_date": getdate(self.posting_date)
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})
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)
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gl_entries.append(
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self.get_gl_dict({
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"account": loan_details.loan_account,
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"party_type": loan_details.applicant_type,
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"party": loan_details.applicant,
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"against": self.write_off_account,
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"credit": self.write_off_amount,
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"credit_in_account_currency": self.write_off_amount,
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"against_voucher_type": "Loan",
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"against_voucher": self.loan,
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"remarks": _("Against Loan:") + self.loan,
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"cost_center": self.cost_center,
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"posting_date": getdate(self.posting_date)
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})
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)
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make_gl_entries(gl_entries, cancel=cancel, merge_entries=False)
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@ -0,0 +1,10 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
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# See license.txt
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from __future__ import unicode_literals
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# import frappe
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import unittest
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class TestLoanWriteOff(unittest.TestCase):
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pass
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