feat: Loans Dashboard

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")
+		}
+	]
+};

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
+}

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
+		}]
+	}