feat: Loans Dashboard

This commit is contained in:
Deepesh Garg
2021-02-15 13:32:50 +05:30
parent eff675f45b
commit 9bf05ad927
24 changed files with 496 additions and 5 deletions

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}

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{
"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"
}