Merge branch 'develop' of https://github.com/frappe/erpnext into term_loan_enhancement

erpnext/loan_management/doctype/loan/loan.json

@@ -336,7 +336,6 @@
   },
   {
    "depends_on": "eval:doc.is_secured_loan",
-   "fetch_from": "loan_application.maximum_loan_amount",
    "fieldname": "maximum_loan_amount",
    "fieldtype": "Currency",
    "label": "Maximum Loan Amount",
@@ -362,7 +361,7 @@
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2021-10-20 08:28:16.796105",
+ "modified": "2021-10-12 18:10:32.360818",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan",

erpnext/loan_management/doctype/loan/loan.py

@@ -137,16 +137,23 @@ class Loan(AccountsController):
 			frappe.throw(_("Loan amount is mandatory"))
 
 	def link_loan_security_pledge(self):
-		if self.is_secured_loan:
-			loan_security_pledge = frappe.db.get_value('Loan Security Pledge', {'loan_application': self.loan_application},
-				'name')
+		if self.is_secured_loan and self.loan_application:
+			maximum_loan_value = frappe.db.get_value('Loan Security Pledge',
+				{
+					'loan_application': self.loan_application,
+					'status': 'Requested'
+				},
+				'sum(maximum_loan_value)'
+			)
 
-			if loan_security_pledge:
-				frappe.db.set_value('Loan Security Pledge', loan_security_pledge, {
-					'loan': self.name,
-					'status': 'Pledged',
-					'pledge_time': now_datetime()
-				})
+			if maximum_loan_value:
+				frappe.db.sql("""
+					UPDATE `tabLoan Security Pledge`
+					SET loan = %s, pledge_time = %s, status = 'Pledged'
+					WHERE status = 'Requested' and loan_application = %s
+				""", (self.name, now_datetime(), self.loan_application))
+
+				self.db_set('maximum_loan_amount', maximum_loan_value)
 
 	def unlink_loan_security_pledge(self):
 		pledges = frappe.get_all('Loan Security Pledge', fields=['name'], filters={'loan': self.name})

erpnext/loan_management/doctype/loan_application/loan_application.py

@@ -130,10 +130,11 @@ class LoanApplication(Document):
 def create_loan(source_name, target_doc=None, submit=0):
 	def update_accounts(source_doc, target_doc, source_parent):
 		account_details = frappe.get_all("Loan Type",
-		 fields=["mode_of_payment", "payment_account","loan_account", "interest_income_account", "penalty_income_account"],
-		 filters = {'name': source_doc.loan_type}
-		)[0]
+			fields=["mode_of_payment", "payment_account","loan_account", "interest_income_account", "penalty_income_account"],
+			filters = {'name': source_doc.loan_type})[0]
 
+		if source_doc.is_secured_loan:
+			target_doc.maximum_loan_amount = 0
 
 		target_doc.mode_of_payment = account_details.mode_of_payment
 		target_doc.payment_account = account_details.payment_account

erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py

@@ -197,7 +197,7 @@ def get_disbursal_amount(loan, on_current_security_price=0):
 		security_value = get_total_pledged_security_value(loan)
 
 	if loan_details.is_secured_loan and not on_current_security_price:
-		security_value = flt(loan_details.maximum_loan_amount)
+		security_value = get_maximum_amount_as_per_pledged_security(loan)
 
 	if not security_value and not loan_details.is_secured_loan:
 		security_value = flt(loan_details.loan_amount)
@@ -208,3 +208,6 @@ def get_disbursal_amount(loan, on_current_security_price=0):
 		disbursal_amount = loan_details.loan_amount - loan_details.disbursed_amount
 
 	return disbursal_amount
+
+def get_maximum_amount_as_per_pledged_security(loan):
+	return flt(frappe.db.get_value('Loan Security Pledge', {'loan': loan}, 'sum(maximum_loan_value)'))

erpnext/loan_management/doctype/loan_repayment/loan_repayment.py

@@ -6,7 +6,7 @@ from __future__ import unicode_literals
 
 import frappe
 from frappe import _
-from frappe.utils import add_days, add_months, cint, date_diff, flt, get_datetime, getdate
+from frappe.utils import add_days, cint, date_diff, flt, get_datetime, getdate
 from six import iteritems
 
 import erpnext

erpnext/loan_management/workspace/loan_management/loan_management.json

@@ -1,20 +1,13 @@
 {
- "category": "",
  "charts": [],
  "content": "[{\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Loan Application\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Loan\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Loan\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Loan Processes\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Disbursement and Repayment\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Loan Security\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Reports\", \"col\": 4}}]",
  "creation": "2020-03-12 16:35:55.299820",
- "developer_mode_only": 0,
- "disable_user_customization": 0,
  "docstatus": 0,
  "doctype": "Workspace",
- "extends": "",
- "extends_another_page": 0,
  "for_user": "",
  "hide_custom": 0,
  "icon": "loan",
  "idx": 0,
- "is_default": 0,
- "is_standard": 0,
  "label": "Loans",
  "links": [
   {
@@ -245,15 +238,12 @@
    "type": "Link"
   }
  ],
- "modified": "2021-08-05 12:18:13.350904",
+ "modified": "2021-08-05 12:18:13.350905",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loans",
- "onboarding": "",
  "owner": "Administrator",
  "parent_page": "",
- "pin_to_bottom": 0,
- "pin_to_top": 0,
  "public": 1,
  "restrict_to_domain": "",
  "roles": [],