Updated Dockerfile and removed web_ng.py
user: john branch 'default' changed Dockerfile removed mortgage/web_ng.py
This commit is contained in:
john
@@ -1,8 +1,10 @@
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FROM python:3.8-slim-buster
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WORKDIR /app
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COPY requirements.txt requirements.txt
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RUN pip3 install -r requirements.txt
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COPY mortgage/ .
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CMD [ "python3", "-m" , "web", "run", "--host=0.0.0.0"]
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CMD [ "python3", "-m" , "web", "run", "--host=0.0.0.0"]
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@@ -1,544 +0,0 @@
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import json
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import jinja2
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import smtplib
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import os
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from flask import Flask, render_template, request, redirect
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from decimal import *
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from datetime import *
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from fpdf import FPDF, HTMLMixin
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from email.mime.multipart import MIMEMultipart
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from email.mime.text import MIMEText
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from email.mime.base import MIMEBase
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from email import encoders
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module_directory = os.path.dirname(__file__)
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app_directory = os.path.normpath(os.path.join(module_directory, ".."))
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loader = jinja2.FileSystemLoader([os.path.join(module_directory, "templates")])
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environment = jinja2.Environment(loader=loader)
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app = Flask(__name__)
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######
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# Flask Call Backs
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######
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@app.route('/')
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def hello():
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loans = getLoanFiles(app_directory)
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#if a loan was not specified, choose the first loan and reload page with it
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if 'loan' in request.args:
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filename = request.args["loan"]
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else:
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return redirect('/?loan=' + loans[0]['filename'])
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loan = loadLoanInformation(getFullPathofLoanFile(filename))
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amortizeLoan(loan)
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return render_template('main.html', filename=filename, loans=loans, model=loan)
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@app.route('/update_file', methods=['POST'])
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def update_file():
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messages = []
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loanFile = request.form["loan"]
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data = getDatastore(getFullPathofLoanFile(loanFile))
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late_fee = Decimal('0.00').quantize(Decimal('1.00'))
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extra_payment = False
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payment_amount = Decimal('0.00').quantize(Decimal('1.00'))
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payment_history = data["payments"]
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todays_date = str(datetime.now().strftime("%Y-%m-%d"))
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if 'date' in request.form:
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if request.form['date'] == '':
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payment_date = todays_date
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messages.append("No date was provided. Assuming today's date of " + payment_date + ".")
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else:
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payment_date = request.form['date']
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messages.append("Date provided: " + payment_date + ".")
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else:
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payment_date = todays_date
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messages.append("No date was provided. Assuming today's date of " + payment_date + ".")
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proceed_flag = True
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if 'amount' in request.form:
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if request.form['amount'] != '':
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try:
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payment_amount = Decimal(request.form['amount'])
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messages.append("Amount provided: " + str(payment_amount) + ".")
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except:
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messages.append("The amount provided could not be interpreted. Your payment was not recorded.")
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proceed_flag = False
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else:
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pass
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if 'latefee' in request.form:
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if request.form['latefee'] != '':
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try:
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late_fee = Decimal(request.form['latefee'])
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messages.append("Late fee amount: " + str(late_fee) + ".")
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except:
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messages.append("The late fee amount was specified but could not be interpreted. " +
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"Your payment was not recorded.")
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proceed_flag = False
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if 'extra' in request.form:
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if request.form['extra'] != '':
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extra_payment = True
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if proceed_flag is True:
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try:
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backup_filename = loanFile + ".backup-" + datetime.now().strftime("%Y-%m-%d %H-%M-%S") + ".json"
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backup_file = open(getFullPathofLoanFile(backup_filename), 'w+')
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json.dump(data, backup_file, indent=2)
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backup_file.close()
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except:
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messages.append("A backup file could not be created. Your payment was not recorded.")
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proceed_flag = False
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else:
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messages.append("A backup of your file was created: '" + backup_filename + "'")
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if proceed_flag is True:
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try:
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payment_history.append([payment_date, str(payment_amount), str(late_fee), str(extra_payment)])
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file = open(getFullPathofLoanFile(loanFile), 'w+')
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json.dump(data, file, indent=2)
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file.close()
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except:
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messages.append("An error occurred writing to the file. Your payment file may be corrupt, " +
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"please consider rolling back to the backup created above.")
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else:
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messages.append("The payment was successfully written. ")
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# see if an email notification was requested, if not, exit now
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if 'notify' not in request.form:
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messages.append("Payment notification email not requested.")
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return render_template('add.html', filename=loanFile, messages=messages)
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messages.append("Payment notification email requested.")
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# send email
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emailParameters = data["email"]
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result = {}
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payment = {}
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result['payment'] = payment
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payment['today'] = todays_date
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payment['date'] = payment_date
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payment['payer'] = data['borrower']['name']
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payment['payee'] = data['lender']['name']
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payment['amount'] = payment_amount
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payment['late_fee'] = late_fee
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payment['extra_payment'] = extra_payment
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subject = "Your loan payment has been received"
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html = transformTemplate(selectTemplate('paymentNotification'), result)
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msg = generatePaymentNotificationEmail(emailParameters["from_address"], emailParameters["to_address"],
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subject, html)
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sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password'])
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return render_template('add.html', filename=loanFile, messages=messages)
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@app.route('/send_statement', methods=['POST'])
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def send_statement():
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loanFile = request.form["loan"]
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subject = request.form["subject"]
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message = request.form["message"]
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loan = loadLoanInformation(getFullPathofLoanFile(loanFile))
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amortizeLoan(loan)
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reportCreated = False
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textReport = pdfReport = htmlReport = None
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if 'text' in request.form:
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textReport = transformTemplate(selectTemplate('text'), loan)
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reportCreated = True
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if 'pdf' in request.form:
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pdfInterimReport = transformTemplate(selectTemplate('pdf'), loan)
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pdfReport = createPDF(pdfInterimReport)
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reportCreated = True
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if ('html' in request.form) or (reportCreated is False):
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htmlReport = transformTemplate(selectTemplate('html'), loan)
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# send email
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emailParameters = loan["email"]
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msg = generateStatementEmail(emailParameters["from_address"],
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emailParameters["to_address"],
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subject,
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message, pdfReport, htmlReport, textReport)
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sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password'])
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return render_template('email.html', filename=loanFile)
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######
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# Loan File Functions
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######
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def getLoanFiles(directory):
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loans = []
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count = 0
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directory = os.path.normpath(directory)
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print("Directory {}".format(directory))
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for filename in os.listdir(directory):
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if filename.endswith(".loan"):
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count=count+1
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loans.append(createLoanEntryMenuItem("{0} {1}".format(count, filename.removesuffix(".loan")), filename))
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return loans
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def createLoanEntryMenuItem(loanName, fileName):
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x = {}
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x['name'] = loanName
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x['filename'] = fileName
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return x
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def getFullPathofLoanFile(filename):
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app_path = os.path.dirname(__file__)
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file_path = os.path.normpath(os.path.join(os.path.dirname(__file__),'..'))
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print("App Path: {0}\nFile Path: {1}".format(app_path, file_path))
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return os.path.join(file_path, filename)
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######
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# Datastore Manipulation Functions
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######
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def getStatementHeader(datastore):
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return datastore['header']
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def getEmailInformation(datastore):
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return datastore['email']
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def loadLoanInformation(filename):
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datastore = getDatastore(filename)
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loanModel = {}
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loanModel['datastore'] = datastore
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loanModel['email'] = getEmailInformation(datastore)
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loanModel['parameters'] = getLoanParameters(datastore)
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loanModel['lender'] = getLender(datastore)
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loanModel['borrower'] = getBorrower(datastore)
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loanModel['header'] = getStatementHeader(datastore)
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return loanModel
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def getLoanParameters(datastore):
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# read in the loan profile information
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loan = datastore['parameters']
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annual_rate = Decimal(loan['interest_rate']) / 100
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daily_interest_rate = annual_rate / 360
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principal = Decimal(loan["principal"]).quantize(Decimal("1.00"))
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periods_per_year = Decimal(loan["periods_per_year"])
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total_periods = Decimal(loan["periods"])
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#payment_day_of_month = int(loan['payment_day_of_month'])
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if "monthly_payment" in loan:
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monthly_payment = Decimal(loan["monthly_payment"]).quantize(Decimal("1.00"))
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else:
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# calculate expected monthly payment
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periodic_rate = annual_rate / periods_per_year
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discount_factor = (((1 + periodic_rate) ** total_periods) - 1) / (
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periodic_rate * ((1 + periodic_rate) ** total_periods))
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monthly_payment = (principal / discount_factor).quantize(Decimal("1.00"))
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loan['principal'] = principal # standardizes the format
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loan['annual_rate'] = annual_rate # standardizes the format
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loan['daily_interest_rate'] = daily_interest_rate
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loan['rate'] = '' + (annual_rate * 100).__str__() + '%'
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loan['next_payment_amt'] = 0
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loan['next_payment_date'] = '12/12/12'
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loan['total_periods'] = total_periods
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loan['monthly_payment'] = monthly_payment
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datastore['parameters'] = loan
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return loan
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def getLender(datastore):
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return datastore['lender']
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def getBorrower(datastore):
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return datastore['borrower']
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def getDatastore(filename=None):
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try:
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if filename:
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with open(filename, 'r') as f:
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datastore = json.load(f)
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except Exception as e:
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print("An error occurred opening your loan file '%s'. " % filename)
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print("The Exception:")
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print(e.__repr__())
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quit()
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return datastore
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######
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# Loan Calculation Functions
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######
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def new_amortizeLoan(loan):
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#loop over the historical data and re-calculate the actual amortization
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monthly_payment = loan["parameters"]["monthly_payment"]
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first_day_interest_accrues = datetime.strptime(loan["parameters"]["start_interest_date"], "%Y-%m-%d").date()
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next_payment_date = datetime.strptime(loan["parameters"]["first_payment_month"], '%Y-%m-%d').date()
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def amortizeLoan(loan):
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# loop over the payments and calculate the actual amortization
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monthly_payment = loan["parameters"]["monthly_payment"]
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actual_payments = loan["datastore"]["payments"]
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#invoices = loan["datastore"]["invoices"]
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#payments = loan["datastore"]["payments"]
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#allocations = loan["datastore"]["allocations"]
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remaining_principal = loan["parameters"]["principal"]
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payment_day_of_month = int(loan["parameters"]["payment_day_of_month"])
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daily_interest_rate = loan["parameters"]["daily_interest_rate"]
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total_periods = loan["parameters"]["total_periods"]
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interest_paid_through_date = datetime.strptime(loan["parameters"]["start_interest_date"], "%Y-%m-%d").date()
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next_payment_date = datetime.strptime(loan["parameters"]["first_payment_month"], '%Y-%m-%d').date()
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next_bill_date = date(year=next_payment_date.year, month=next_payment_date.month, day=payment_day_of_month)
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payment_number = 1
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annual_interest = 0
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total_interest = 0
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#old_bill_date = next_bill_date
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#current_year = next_bill_date.year
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past_payments = []
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future_payments = []
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for payment in actual_payments:
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payment_date = datetime.strptime((payment[0]), '%Y-%m-%d').date()
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payment_amount = Decimal(payment[1]).quantize(Decimal("1.00"))
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days_since_last_payment = (payment_date - interest_paid_through_date).days
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if len(payment) > 2:
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late_fee = Decimal(payment[2]).quantize(Decimal("1.00"))
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else:
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late_fee = Decimal("0.00")
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# check for out of order payments, generally a sign of a data entry problem, especially years
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if days_since_last_payment < 0:
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print(
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"Payment Number %s appears out of order. The payment date '%s' is before the previous payment on '%s'."
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% (payment_number, payment_date, interest_paid_through_date))
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quit()
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new_interest = (days_since_last_payment * remaining_principal * daily_interest_rate).quantize(Decimal("0.00"))
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new_principal = payment_amount - new_interest - late_fee
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interest_paid_through_date = payment_date
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total_interest = total_interest + new_interest
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annual_interest = annual_interest + new_interest
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remaining_principal = remaining_principal - new_principal
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# create the payment record for the template to render
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payment_record = {}
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payment_record['year'] = next_bill_date.year
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payment_record['month'] = next_bill_date.month
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payment_record['payment_number'] = payment_number
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payment_record['bill_date'] = next_bill_date
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payment_record['payment_date'] = payment_date
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payment_record['days_of_interest'] = days_since_last_payment
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payment_record['payment_amount'] = payment_amount
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payment_record['principal_payment'] = payment_amount - new_interest - late_fee
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payment_record['interest_payment'] = new_interest
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payment_record['new_balance'] = remaining_principal
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payment_record['interest_to_date'] = total_interest
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payment_record['annual_interest_to_date'] = annual_interest
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payment_record['late_fee'] = late_fee
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past_payments.append(payment_record)
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payment_number = payment_number + 1
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print("Payment record length: " + str(len(payment)))
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#check for the extra payment flag, if its there, don't advance the next payment date
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if len(payment) > 3 and payment[3] == "extra":
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print("Extra payment flag: " + payment[3])
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#this is an extra payment don't advance the date
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else:
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old_bill_date = next_bill_date
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if old_bill_date.month < 12:
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next_bill_date = date(year=old_bill_date.year, month=old_bill_date.month + 1, day=payment_day_of_month)
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else:
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annual_interest = Decimal("0.00")
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next_bill_date = date(year=old_bill_date.year + 1, month=1, day=payment_day_of_month)
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loan["parameters"]["next_due_date"] = next_bill_date
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loan["total_interest_paid_to_date"] = total_interest
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if (remaining_principal < monthly_payment):
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loan["parameters"]["next_payment_amt"] = remaining_principal
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else:
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loan["parameters"]["next_payment_amt"] = monthly_payment
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# loop over remaining scheduled payments and present estimated amortization
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while (payment_number <= total_periods) and (remaining_principal > 0):
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days_since_last_payment = (next_bill_date - interest_paid_through_date).days
|
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new_interest = (days_since_last_payment * remaining_principal * daily_interest_rate).quantize(Decimal("0.00"))
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# make sure the last payment isn't too much
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if new_interest + remaining_principal < monthly_payment:
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monthly_payment = new_interest + remaining_principal
|
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new_principal = monthly_payment - new_interest
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remaining_principal = remaining_principal - new_principal
|
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interest_paid_through_date = next_bill_date
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# complete the future payment amortization record
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future_payment_record = {}
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future_payment_record['payment_number'] = payment_number
|
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future_payment_record['payment_date'] = next_bill_date
|
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future_payment_record['days_of_interest'] = days_since_last_payment
|
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future_payment_record['payment_amount'] = monthly_payment
|
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future_payment_record['principal_payment'] = new_principal
|
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future_payment_record['interest_payment'] = new_interest
|
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future_payment_record['new_balance'] = remaining_principal
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future_payments.append(future_payment_record)
|
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payment_number = payment_number + 1
|
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old_bill_date = next_bill_date
|
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if old_bill_date.month < 12:
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next_bill_date = date(year=old_bill_date.year, month=old_bill_date.month + 1, day=payment_day_of_month)
|
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else:
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next_bill_date = date(year=old_bill_date.year + 1, month=1, day=payment_day_of_month)
|
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loan["balloon_payment"] = remaining_principal
|
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loan["past_payments"] = past_payments
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loan["future_payments"] = future_payments
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return
|
||||
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||||
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||||
######
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||||
# Report Generation Functions
|
||||
######
|
||||
|
||||
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def transformTemplate(template_fileName, loanModel):
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||||
# template_filename = "statement.text.jinja"
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||||
# setup jinja for creating the statement
|
||||
template = environment.get_template(template_fileName)
|
||||
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||||
print(loanModel)
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||||
report = template.render(model=loanModel)
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return report
|
||||
|
||||
|
||||
def generateStatementEmail(from_address, to_address, subject, body, pdf, html, txt):
|
||||
msg = MIMEMultipart()
|
||||
msg['Subject'] = subject
|
||||
msg['From'] = from_address
|
||||
msg['To'] = to_address
|
||||
|
||||
msg.attach(MIMEText(body))
|
||||
|
||||
if pdf is not None:
|
||||
part = MIMEBase("application", "octet-stream")
|
||||
part.set_payload(pdf)
|
||||
encoders.encode_base64(part)
|
||||
part.add_header('Content-Disposition', 'attachment; filename="statement.pdf"')
|
||||
msg.attach(part)
|
||||
|
||||
if html is not None:
|
||||
part = MIMEBase("text", "html")
|
||||
part.set_payload(html)
|
||||
encoders.encode_base64(part)
|
||||
part.add_header('Content-Disposition', 'attachment; filename="statement.html"')
|
||||
msg.attach(part)
|
||||
|
||||
if txt is not None:
|
||||
part = MIMEBase("text", "plain")
|
||||
part.set_payload(txt)
|
||||
encoders.encode_base64(part)
|
||||
part.add_header('Content-Disposition', 'attachment; filename="statement.txt"')
|
||||
msg.attach(part)
|
||||
|
||||
return msg
|
||||
|
||||
|
||||
def generatePaymentNotificationEmail(from_address, to_address, subject, html):
|
||||
msg = MIMEMultipart()
|
||||
msg['Subject'] = subject
|
||||
msg['From'] = from_address
|
||||
msg['To'] = to_address
|
||||
|
||||
#msg.attach(MIMEText(body))
|
||||
part = MIMEBase("text", "html")
|
||||
part.set_payload(html)
|
||||
encoders.encode_base64(part)
|
||||
part.add_header('Content-Disposition', 'attachment; filename="notification.html"')
|
||||
msg.attach(part)
|
||||
|
||||
return msg
|
||||
|
||||
|
||||
def sendEmail(msg, from_address, to_address, passwd):
|
||||
try:
|
||||
server = smtplib.SMTP('smtp.gmail.com', 587)
|
||||
server.ehlo()
|
||||
server.starttls()
|
||||
server.login(from_address, passwd)
|
||||
|
||||
server.sendmail(from_address, to_address, msg.as_string())
|
||||
server.close()
|
||||
except:
|
||||
print("Couldn't send email.")
|
||||
|
||||
|
||||
def createPDF(report):
|
||||
# create pdf
|
||||
class MyFPDF(FPDF, HTMLMixin):
|
||||
pass
|
||||
|
||||
pdf = MyFPDF()
|
||||
pdf.set_font(family='Arial', size=12)
|
||||
pdf.add_page()
|
||||
pdf.write_html(report)
|
||||
return pdf.output(dest='S')
|
||||
|
||||
|
||||
def selectTemplate(format):
|
||||
if format == 'paymentNotification':
|
||||
return 'payment_received_email.html.jinja'
|
||||
|
||||
if format == 'html':
|
||||
return 'statement.html.jinja'
|
||||
|
||||
if format == 'pdf':
|
||||
return 'statement.pdf.jinja'
|
||||
|
||||
if format == 'text':
|
||||
return 'statement.text.jinja'
|
||||
|
||||
return 'statement.html.jinja'
|
||||
|
||||
|
||||
def main():
|
||||
app.debug = True
|
||||
app.run()
|
||||
|
||||
|
||||
if __name__ == '__main__':
|
||||
main()
|
||||
Reference in New Issue
Block a user