Add multiple payment methods while lending

lending/loan_management/doctype/loan/loan.js

@@ -1,6 +1,3 @@
-// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
-// For license information, please see license.txt
-
 lending.common.setup_filters("Loan");
 
 frappe.ui.form.on('Loan', {
@@ -276,5 +273,65 @@ frappe.ui.form.on('Loan', {
  toggle_fields: function (frm) {
  frm.toggle_enable("monthly_repayment_amount", frm.doc.repayment_method == "Repay Fixed Amount per Period")
  frm.toggle_enable("repayment_periods", frm.doc.repayment_method == "Repay Over Number of Periods")
+ },
+
+ // Add support for multiple payment methods
+ payment_methods: function(frm) {
+ frm.add_custom_button(__('Add Payment Method'), function() {
+ let dialog = new frappe.ui.Dialog({
+ title: __('Add Payment Method'),
+ fields: [
+ {
+ label: __('Payment Method'),
+ fieldname: 'payment_method',
+ fieldtype: 'Select',
+ options: ['Cash', 'Bank Transfer', 'UPI']
+ },
+ {
+ label: __('Amount'),
+ fieldname: 'amount',
+ fieldtype: 'Currency'
+ }
+ ],
+ primary_action_label: __('Add'),
+ primary_action(values) {
+ let payment_method = values.payment_method;
+ let amount = values.amount;
+
+ // Add validation to check if the cash limit is obeyed
+ if (payment_method === 'Cash') {
+ frappe.call({
+ method: 'frappe.client.get_value',
+ args: {
+ doctype: 'Payment Method Limit',
+ fieldname: 'limit',
+ filters: { payment_method: 'Cash' }
+ },
+ callback: function(r) {
+ let cash_limit = r.message.limit;
+ if (amount > cash_limit) {
+ frappe.msgprint(__('Cash limit exceeded. The entered lending value for cash will be auto-updated to {0}', [cash_limit]));
+ amount = cash_limit;
+ }
+ frm.add_child('payment_methods', {
+ payment_method: payment_method,
+ amount: amount
+ });
+ frm.refresh_field('payment_methods');
+ dialog.hide();
+ }
+ });
+ } else {
+ frm.add_child('payment_methods', {
+ payment_method: payment_method,
+ amount: amount
+ });
+ frm.refresh_field('payment_methods');
+ dialog.hide();
+ }
+ }
+ });
+ dialog.show();
+ });
  }
-});
+});

lending/loan_management/doctype/loan/loan.py

@@ -221,6 +221,29 @@ def validate_loan_amount(self):
  if not self.loan_amount:
  frappe.throw(_("Loan amount is mandatory"))
 
+ # Add logic to handle multiple payment methods
+ if self.payment_methods:
+ total_payment = sum([pm.amount for pm in self.payment_methods])
+ if total_payment != self.loan_amount:
+ frappe.throw(_("Total payment amount does not match the loan amount"))
+
+ cash_limit = frappe.db.get_value("Payment Method Limit", {"payment_method": "Cash"}, "limit")
+ for pm in self.payment_methods:
+ if pm.payment_method == "Cash" and pm.amount > cash_limit:
+ frappe.throw(_("Cash payment exceeds the limit of {0}").format(cash_limit))
+
+ remaining_amount = self.loan_amount
+ for pm in self.payment_methods:
+ if pm.payment_method == "Cash":
+ pm.amount = min(pm.amount, cash_limit)
+ remaining_amount -= pm.amount
+
+ if remaining_amount > 0:
+ for pm in self.payment_methods:
+ if pm.payment_method != "Cash":
+ pm.amount += remaining_amount
+ break
+
  def link_loan_security_pledge(self):
  if self.is_secured_loan and self.loan_application:
  maximum_loan_value = frappe.db.get_value(

lending/loan_management/doctype/loan_application/loan_application.js

@@ -1,6 +1,3 @@
-// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
-// For license information, please see license.txt
-
 lending.common.setup_filters("Loan Application");
 
 frappe.ui.form.on('Loan Application', {
@@ -113,6 +110,66 @@ frappe.ui.form.on('Loan Application', {
  if (flt(maximum_amount)) {
  frm.set_value('maximum_loan_amount', flt(maximum_amount));
  }
+ },
+
+ // Add a payment section with multiple modes of payment
+ payment_methods: function(frm) {
+ frm.add_custom_button(__('Add Payment Method'), function() {
+ let dialog = new frappe.ui.Dialog({
+ title: __('Add Payment Method'),
+ fields: [
+ {
+ label: __('Payment Method'),
+ fieldname: 'payment_method',
+ fieldtype: 'Select',
+ options: ['Cash', 'Bank Transfer', 'UPI']
+ },
+ {
+ label: __('Amount'),
+ fieldname: 'amount',
+ fieldtype: 'Currency'
+ }
+ ],
+ primary_action_label: __('Add'),
+ primary_action(values) {
+ let payment_method = values.payment_method;
+ let amount = values.amount;
+
+ // Add validation to check if the cash limit is obeyed
+ if (payment_method === 'Cash') {
+ frappe.call({
+ method: 'frappe.client.get_value',
+ args: {
+ doctype: 'Payment Method Limit',
+ fieldname: 'limit',
+ filters: { payment_method: 'Cash' }
+ },
+ callback: function(r) {
+ let cash_limit = r.message.limit;
+ if (amount > cash_limit) {
+ frappe.msgprint(__('Cash limit exceeded. The entered lending value for cash will be auto-updated to {0}', [cash_limit]));
+ amount = cash_limit;
+ }
+ frm.add_child('payment_methods', {
+ payment_method: payment_method,
+ amount: amount
+ });
+ frm.refresh_field('payment_methods');
+ dialog.hide();
+ }
+ });
+ } else {
+ frm.add_child('payment_methods', {
+ payment_method: payment_method,
+ amount: amount
+ });
+ frm.refresh_field('payment_methods');
+ dialog.hide();
+ }
+ }
+ });
+ dialog.show();
+ });
  }
 });
 

lending/loan_management/doctype/loan_application/loan_application.py

@@ -154,6 +154,29 @@ def set_loan_amount(self):
  if not self.loan_amount and self.is_secured_loan and self.proposed_pledges:
  self.loan_amount = self.maximum_loan_amount
 
+ # Add logic to handle multiple payment methods
+ if self.payment_methods:
+ total_payment = sum([pm.amount for pm in self.payment_methods])
+ if total_payment != self.loan_amount:
+ frappe.throw(_("Total payment amount does not match the loan amount"))
+
+ cash_limit = frappe.db.get_value("Payment Method Limit", {"payment_method": "Cash"}, "limit")
+ for pm in self.payment_methods:
+ if pm.payment_method == "Cash" and pm.amount > cash_limit:
+ frappe.throw(_("Cash payment exceeds the limit of {0}").format(cash_limit))
+
+ remaining_amount = self.loan_amount
+ for pm in self.payment_methods:
+ if pm.payment_method == "Cash":
+ pm.amount = min(pm.amount, cash_limit)
+ remaining_amount -= pm.amount
+
+ if remaining_amount > 0:
+ for pm in self.payment_methods:
+ if pm.payment_method != "Cash":
+ pm.amount += remaining_amount
+ break
+
 
 @frappe.whitelist()
 def create_loan(source_name, target_doc=None, submit=0):

lending/loan_management/doctype/payment_method_limit/payment_method_limit.json

@@ -0,0 +1,56 @@
+{
+ "actions": [],
+ "allow_import": 1,
+ "autoname": "field:payment_method",
+ "creation": "2023-11-29 10:00:00.000000",
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "payment_method",
+ "limit"
+ ],
+ "fields": [
+ {
+ "fieldname": "payment_method",
+ "fieldtype": "Data",
+ "label": "Payment Method",
+ "reqd": 1
+ },
+ {
+ "fieldname": "limit",
+ "fieldtype": "Currency",
+ "label": "Limit",
+ "reqd": 1,
+ "default": 20000
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2023-11-29 10:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Payment Method Limit",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "track_changes": 1
+}