feat: Add Loan Product doctype.

lending/fixtures/amortization_type.json

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

lending/loan_management/doctype/amortization_type/amortization_type.js

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

lending/loan_management/doctype/amortization_type/amortization_type.json

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

lending/loan_management/doctype/amortization_type/amortization_type.py

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

lending/loan_management/doctype/amortization_type/test_amortization_type.py

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

lending/loan_management/doctype/loan/loan.json

@@ -18,21 +18,23 @@
   "posting_date",
   "status",
   "section_break_8",
+  "loan_product",
   "loan_type",
+  "is_term_loan",
   "repayment_schedule_type",
+  "maximum_loan_amount",
   "loan_amount",
   "rate_of_interest",
   "is_secured_loan",
-  "disbursement_date",
-  "closure_date",
-  "disbursed_amount",
   "column_break_11",
-  "maximum_loan_amount",
   "repayment_method",
   "repayment_periods",
   "monthly_repayment_amount",
+  "mode_of_payment",
+  "disbursed_amount",
+  "closure_date",
+  "disbursement_date",
   "repayment_start_date",
-  "is_term_loan",
   "loan_classification_details_section",
   "days_past_due",
   "classification_code",
@@ -44,7 +46,6 @@
   "accounting_dimensions_section",
   "cost_center",
   "account_info",
-  "mode_of_payment",
   "disbursement_account",
   "payment_account",
   "column_break_9",
@@ -96,12 +97,13 @@
    "options": "Loan Application"
   },
   {
+   "fetch_from": "loan_product.loan_type",
    "fieldname": "loan_type",
    "fieldtype": "Link",
    "in_list_view": 1,
-   "in_standard_filter": 1,
    "label": "Loan Type",
    "options": "Loan Type",
+   "read_only": 1,
    "reqd": 1
   },
   {
@@ -149,7 +151,7 @@
    "options": "Company:company:default_currency"
   },
   {
-   "fetch_from": "loan_type.rate_of_interest",
+   "fetch_from": "loan_product.rate_of_interest",
    "fieldname": "rate_of_interest",
    "fieldtype": "Percent",
    "label": "Rate of Interest (%) / Year",
@@ -175,6 +177,7 @@
   },
   {
    "depends_on": "is_term_loan",
+   "fetch_from": ".",
    "fieldname": "repayment_method",
    "fieldtype": "Select",
    "label": "Repayment Method",
@@ -202,12 +205,11 @@
    "label": "Account Info"
   },
   {
-   "fetch_from": "loan_type.mode_of_payment",
+   "fetch_from": "loan_product.mode_of_payment",
    "fieldname": "mode_of_payment",
    "fieldtype": "Link",
    "label": "Mode of Payment",
    "options": "Mode of Payment",
-   "read_only": 1,
    "reqd": 1
   },
   {
@@ -295,7 +297,7 @@
   },
   {
    "default": "0",
-   "fetch_from": "loan_type.is_term_loan",
+   "fetch_from": "loan_product.is_term_loan",
    "fieldname": "is_term_loan",
    "fieldtype": "Check",
    "label": "Is Term Loan",
@@ -328,6 +330,7 @@
   },
   {
    "depends_on": "eval:doc.is_secured_loan",
+   "fetch_from": "loan_product.maximum_loan_amount",
    "fieldname": "maximum_loan_amount",
    "fieldtype": "Currency",
    "label": "Maximum Loan Amount",
@@ -404,7 +407,7 @@
   },
   {
    "depends_on": "is_term_loan",
-   "fetch_from": "loan_type.repayment_schedule_type",
+   "fetch_from": "loan_product.repayment_schedule_type",
    "fieldname": "repayment_schedule_type",
    "fieldtype": "Data",
    "label": "Repayment Schedule Type",
@@ -473,12 +476,20 @@
    "fieldname": "loan_classification_details_section",
    "fieldtype": "Section Break",
    "label": "Loan Classification Details"
+  },
+  {
+   "fetch_from": ".loan_product",
+   "fieldname": "loan_product",
+   "fieldtype": "Link",
+   "label": "Loan Product",
+   "options": "Loan Product",
+   "reqd": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2023-09-21 20:41:41.531824",
+ "modified": "2023-09-23 11:48:50.316234",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan",

lending/loan_management/doctype/loan_application/loan_application.json

@@ -14,12 +14,13 @@
   "posting_date",
   "status",
   "section_break_4",
+  "loan_product",
   "loan_type",
   "is_term_loan",
   "loan_amount",
+  "column_break_7",
   "is_secured_loan",
   "rate_of_interest",
-  "column_break_7",
   "description",
   "loan_security_details_section",
   "proposed_pledges",
@@ -91,12 +92,13 @@
    "label": "Loan Info"
   },
   {
+   "fetch_from": "loan_product.loan_type",
    "fieldname": "loan_type",
    "fieldtype": "Link",
    "in_list_view": 1,
    "label": "Loan Type",
    "options": "Loan Type",
-   "reqd": 1
+   "read_only": 1
   },
   {
    "bold": 1,
@@ -130,7 +132,7 @@
    "options": "\nRepay Fixed Amount per Period\nRepay Over Number of Periods"
   },
   {
-   "fetch_from": "loan_type.rate_of_interest",
+   "fetch_from": "loan_product.rate_of_interest",
    "fieldname": "rate_of_interest",
    "fieldtype": "Percent",
    "label": "Rate of Interest",
@@ -210,15 +212,24 @@
    "fieldtype": "Check",
    "label": "Is Term Loan",
    "read_only": 1
+  },
+  {
+   "fieldname": "loan_product",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Loan Product",
+   "options": "Loan Product",
+   "reqd": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2021-04-19 18:24:40.119647",
+ "modified": "2023-09-23 11:05:18.133945",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan Application",
+ "naming_rule": "Expression (old style)",
  "owner": "Administrator",
  "permissions": [
   {
@@ -273,9 +284,10 @@
    "share": 1
   }
  ],
- "search_fields": "applicant_type, applicant, loan_type, loan_amount",
+ "search_fields": "applicant_type, applicant, loan_product, loan_amount",
  "sort_field": "modified",
  "sort_order": "DESC",
+ "states": [],
  "timeline_field": "applicant",
  "title_field": "applicant",
  "track_changes": 1