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https://github.com/frappe/erpnext.git
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feat: Loans Dashboard
This commit is contained in:
@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "",
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"creation": "2021-02-06 17:10:26.132493",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"status\",\"in\",[\"Disbursed\",\"Partially Disbursed\",null],false]]",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Active Loans",
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"modified": "2021-02-06 17:29:20.304087",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Active Loans",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Monthly",
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"type": "Document Type"
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}
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@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "",
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"creation": "2021-02-06 19:07:21.344199",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan Security",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan Security\",\"disabled\",\"=\",0,false]]",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Active Securities",
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"modified": "2021-02-06 19:07:26.671516",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Active Securities",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily",
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"type": "Document Type"
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}
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@@ -0,0 +1,21 @@
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{
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"creation": "2021-02-07 18:55:12.632616",
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"docstatus": 0,
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"doctype": "Number Card",
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"filters_json": "null",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Applicants With Unpaid Shortfall",
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"method": "erpnext.loan_management.doctype.loan.loan.get_shortfall_applicants",
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"modified": "2021-02-07 21:46:27.369795",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Applicants With Unpaid Shortfall",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily",
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"type": "Custom"
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}
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@@ -0,0 +1,21 @@
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{
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"creation": "2021-02-07 21:57:14.758007",
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"docstatus": 0,
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"doctype": "Number Card",
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"filters_json": "null",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Last Interest Accrual",
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"method": "erpnext.loan_management.doctype.loan.loan.get_last_accrual_date",
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"modified": "2021-02-07 21:59:47.525197",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Last Interest Accrual",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily",
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"type": "Custom"
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}
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@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "",
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"creation": "2021-02-06 17:59:10.051269",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan Application",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan Application\",\"docstatus\",\"=\",\"1\",false],[\"Loan Application\",\"creation\",\"Timespan\",\"today\",false]]",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "New Loan Applications",
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"modified": "2021-02-06 17:59:21.880979",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "New Loan Applications",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily",
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"type": "Document Type"
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}
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23
erpnext/loan_management/number_card/new_loans/new_loans.json
Normal file
23
erpnext/loan_management/number_card/new_loans/new_loans.json
Normal file
@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "",
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"creation": "2021-02-06 17:56:34.624031",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"creation\",\"Timespan\",\"today\",false]]",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "New Loans",
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"modified": "2021-02-06 17:58:20.209166",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "New Loans",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily",
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"type": "Document Type"
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}
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@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "",
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"creation": "2021-02-06 17:23:32.509899",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan Application",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan Application\",\"docstatus\",\"=\",\"1\",false],[\"Loan Application\",\"status\",\"=\",\"Open\",false]]",
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"function": "Count",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Open Loan Applications",
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"modified": "2021-02-06 17:29:09.761011",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Open Loan Applications",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Monthly",
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"type": "Document Type"
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}
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@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "disbursed_amount",
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"creation": "2021-02-06 16:52:19.505462",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan Disbursement",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan Disbursement\",\"docstatus\",\"=\",\"1\",false]]",
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"function": "Sum",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Total Disbursed Amount",
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"modified": "2021-02-06 17:29:38.453870",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Total Disbursed",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Monthly",
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"type": "Document Type"
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}
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@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "loan_amount",
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"creation": "2021-02-06 17:05:04.704162",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan",
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"dynamic_filters_json": "[]",
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"filters_json": "[[\"Loan\",\"docstatus\",\"=\",\"1\",false],[\"Loan\",\"status\",\"=\",\"Sanctioned\",false]]",
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"function": "Sum",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Total Sanctioned Amount",
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"modified": "2021-02-06 17:29:29.930557",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Total Sanctioned Amount",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Monthly",
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"type": "Document Type"
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}
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@@ -0,0 +1,23 @@
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{
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"aggregate_function_based_on": "shortfall_amount",
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"creation": "2021-02-09 08:07:20.096995",
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"docstatus": 0,
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"doctype": "Number Card",
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"document_type": "Loan Security Shortfall",
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"dynamic_filters_json": "[]",
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"filters_json": "[]",
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"function": "Sum",
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"idx": 0,
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"is_public": 0,
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"is_standard": 1,
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"label": "Total Unpaid Shortfall Amount",
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"modified": "2021-02-09 08:09:00.355547",
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"modified_by": "Administrator",
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"module": "Loan Management",
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"name": "Total Shortfall Amount",
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"owner": "Administrator",
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"report_function": "Sum",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily",
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"type": "Document Type"
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}
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