fix(refactor): loan in HRMS (#20023)

* fix: update laon on salary slip submission and Cancelation

* fix(refactor): Loan in HRMS

* fix: Changes requested

* Update loan.py

Co-authored-by: Nabin Hait <nabinhait@gmail.com>

erpnext/accounts/doctype/journal_entry/journal_entry.py

@@ -9,7 +9,6 @@ from erpnext.controllers.accounts_controller import AccountsController
 from erpnext.accounts.utils import get_balance_on, get_account_currency
 from erpnext.accounts.party import get_party_account
 from erpnext.hr.doctype.expense_claim.expense_claim import update_reimbursed_amount
-from erpnext.hr.doctype.loan.loan import update_disbursement_status, update_total_amount_paid
 from erpnext.accounts.doctype.invoice_discounting.invoice_discounting import get_party_account_based_on_invoice_discounting
 
 from six import string_types, iteritems
@@ -606,8 +605,8 @@ class JournalEntry(AccountsController):
 		for d in self.accounts:
 			if d.reference_type=="Loan" and flt(d.debit) > 0:
 				doc = frappe.get_doc("Loan", d.reference_name)
-				update_disbursement_status(doc)
-				update_total_amount_paid(doc)
+				doc.update_total_amount_paid()
+				doc.set_status()
 
 	def validate_expense_claim(self):
 		for d in self.accounts:

erpnext/hr/doctype/loan/loan.py

@@ -16,6 +16,7 @@ class Loan(AccountsController):
 		self.make_repayment_schedule()
 		self.set_repayment_period()
 		self.calculate_totals()
+		self.set_status(from_validate=True)
 
 	def set_missing_fields(self):
 		if not self.company:
@@ -95,43 +96,57 @@ class Loan(AccountsController):
 		self.total_payment = 0
 		self.total_interest_payable = 0
 		self.total_amount_paid = 0
-		for data in self.repayment_schedule:
-			self.total_payment += data.total_payment
-			self.total_interest_payable +=data.interest_amount
-			if data.paid:
-				self.total_amount_paid += data.total_payment
+		for schedule in self.repayment_schedule:
+			self.total_payment += schedule.total_payment
+			self.total_interest_payable +=schedule.interest_amount
+			if schedule.paid:
+				self.total_amount_paid += schedule.total_payment
 
-def update_total_amount_paid(doc):
-	total_amount_paid = 0
-	for data in doc.repayment_schedule:
-		if data.paid:
-			total_amount_paid += data.total_payment
-	frappe.db.set_value("Loan", doc.name, "total_amount_paid", total_amount_paid)
+	def update_total_amount_paid(self):
+		total_amount_paid = 0
+		for schedule in self.repayment_schedule:
+			if schedule.paid:
+				total_amount_paid += schedule.total_payment
+		frappe.db.set_value("Loan", self.name, "total_amount_paid", total_amount_paid)
 
-def update_disbursement_status(doc):
-	disbursement = frappe.db.sql("""
-		select posting_date, ifnull(sum(credit_in_account_currency), 0) as disbursed_amount
-		from `tabGL Entry`
-		where account = %s and against_voucher_type = 'Loan' and against_voucher = %s
-	""", (doc.payment_account, doc.name), as_dict=1)[0]
+	def set_status(self, from_validate=False):
+		disbursement = self.get_disbursement_entry()
+		disbursement_date = None
 
-	disbursement_date = None
-	if not disbursement or disbursement.disbursed_amount == 0:
-		status = "Sanctioned"
-	elif disbursement.disbursed_amount == doc.loan_amount:
-		disbursement_date = disbursement.posting_date
-		status = "Disbursed"
-	elif disbursement.disbursed_amount > doc.loan_amount:
-		frappe.throw(_("Disbursed Amount cannot be greater than Loan Amount {0}").format(doc.loan_amount))
+		self.status = "Draft"
 
-	if status == 'Disbursed' and getdate(disbursement_date) > getdate(frappe.db.get_value("Loan", doc.name, "repayment_start_date")):
+		if (not disbursement or disbursement.disbursed_amount == 0) and self.docstatus == 1:
+			self.status = "Sanctioned"
+		if disbursement:
+			self.validate_disbursed_amount_and_loan_amount(disbursement.disbursed_amount)
+			if disbursement.disbursed_amount == self.loan_amount and disbursement.disbursed_amount != 0:
+				self.status = "Disbursed"
+				disbursement_date = disbursement.posting_date
+				self.validate_disbursement_date(disbursement_date, self.status)
+
+		if self.total_amount_paid == self.total_payment:
+			self.status = "Repaid/Closed"
+
+		if not from_validate:
+			frappe.db.set_value("Loan", self.name, "status", self.status)
+			if disbursement_date:
+				frappe.db.set_value("Loan", self.name, "disbursement_date", disbursement_date)
+
+	def validate_disbursement_date(self, disbursement_date, loan_status):
+		if loan_status == 'Disbursed' and getdate(disbursement_date) > getdate(frappe.db.get_value("Loan", self.name, "repayment_start_date")):
 			frappe.throw(_("Disbursement Date cannot be after Loan Repayment Start Date"))
 
-	frappe.db.sql("""
-		update `tabLoan`
-		set status = %s, disbursement_date = %s
-		where name = %s
-	""", (status, disbursement_date, doc.name))
+
+	def validate_disbursed_amount_and_loan_amount(self, disbursed_amount):
+		if disbursed_amount > self.loan_amount:
+			frappe.throw(_("Disbursed Amount cannot be greater than Loan Amount {0}").format(self.loan_amount))
+
+	def get_disbursement_entry(self):
+		return frappe.db.sql("""
+			select posting_date, ifnull(sum(credit_in_account_currency), 0) as disbursed_amount
+			from `tabGL Entry`
+			where account = %s and against_voucher_type = 'Loan' and against_voucher = %s
+		""", (self.payment_account, self.name), as_dict=1)[0]
 
 def validate_repayment_method(repayment_method, loan_amount, monthly_repayment_amount, repayment_periods):
 	if repayment_method == "Repay Over Number of Periods" and not repayment_periods:

erpnext/hr/doctype/salary_slip/salary_slip.py

@@ -62,6 +62,7 @@ class SalarySlip(TransactionBase):
 		if self.net_pay < 0:
 			frappe.throw(_("Net Pay cannot be less than 0"))
 		else:
+			self.update_loans()
 			self.set_status()
 			self.update_status(self.name)
 			self.update_salary_slip_in_additional_salary()
@@ -69,6 +70,7 @@ class SalarySlip(TransactionBase):
 				self.email_salary_slip()
 
 	def on_cancel(self):
+		self.update_loans()
 		self.set_status()
 		self.update_status()
 		self.update_salary_slip_in_additional_salary()
@@ -764,7 +766,8 @@ class SalarySlip(TransactionBase):
 			self.total_principal_amount += loan.principal_amount
 
 	def get_loan_details(self):
-		return frappe.db.sql("""select rps.principal_amount, rps.interest_amount, l.name,
+		return frappe.db.sql("""select rps.principal_amount,
+				rps.name as repayment_name, rps.interest_amount, l.name,
 				rps.total_payment, l.loan_account, l.interest_income_account
 			from
 				`tabRepayment Schedule` as rps, `tabLoan` as l
@@ -815,6 +818,17 @@ class SalarySlip(TransactionBase):
 				timesheet.set_status()
 				timesheet.save()
 
+	def update_loans(self):
+		for loan in self.get_loan_details():
+			doc = frappe.get_doc("Loan", loan.name)
+
+			#setting repayment schedule and updating total amount to pay
+			repayment_status = 1 if doc.docstatus == 1 else 0
+			frappe.db.set_value("Repayment Schedule", loan.repayment_name, "paid", repayment_status)
+			doc.reload()
+			doc.update_total_amount_paid()
+			doc.set_status()
+
 	def set_status(self, status=None):
 		'''Get and update status'''
 		if not status: