RivannaGraphiteInvestmentsLLC/mortgage
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Created a source directly for purposes of deployment as zip file.

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Updated to Python 3.
This commit is contained in:
JohnKent
2020-01-26 14:02:44 -05:00
parent 8bc23dc8b1
commit 3ffbd5ab3d
12 changed files with 33 additions and 262 deletions
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52
9Kloan.json
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@@ -1,51 +1 @@
{
"htmlTemplate": "statement.pdf.jinja",
"txtTemplate": "statement.txt.jinja",
"format": "html",
"email": {
"from_address": "jkent3rd@gmail.com",
"to_address": "grady@gradystreet.com",
"server": "smtp.gmail.com",
"password": "pvyrbcnzrjoizprn",
"template": "./template.txt",
"send_pdf": "true",
"send_text": "true",
"subject": "Your loan statement...",
"body": "Your loan statement is attached.",
"text": "Please see your most recent account statement."
},
"parameters": {
"account_number": "100002",
"principal": 9000.00,
"interest_rate": 6.5,
"periods_per_year": 12,
"periods": 20,
"start_date": "2019-06-15",
"start_interest_date": "2019-06-17",
"first_payment_month": "2019-07-15",
"monthly_payment": 475.00,
"payment_day_of_month": "15"
},
"payments": [
],
"borrower": {
"name": "Bear Houses, LLC",
"address": "301 N Beauregard St Apt 203",
"city": "Alexandria",
"state": "VA",
"zip": "22312"
},
"lender": {
"name": "Rivanna Graphite Investments, LLC",
"phone": "703.343.0782",
"address": "743 Madison St NW",
"city": "Washington",
"state": "DC",
"zip": "20011"
},
"header": {
"title": "Installment Loan Statement",
"date": "Today"
}
}
{"htmlTemplate": "statement.pdf.jinja", "parameters": {"monthly_payment": 475.0, "interest_rate": 6.5, "start_interest_date": "2019-06-17", "payment_day_of_month": "15", "first_payment_month": "2019-07-15", "account_number": "100002", "periods": 20, "start_date": "2019-06-15", "periods_per_year": 12, "principal": 9000.0}, "format": "html", "email": {"body": "Your loan statement is attached.", "to_address": "grady@gradystreet.com", "from_address": "jkent3rd@gmail.com", "text": "Please see your most recent account statement.", "server": "smtp.gmail.com", "send_text": "true", "template": "./template.txt", "send_pdf": "true", "password": "pvyrbcnzrjoizprn", "subject": "Your loan statement..."}, "lender": {"city": "Washington", "name": "Rivanna Graphite Investments, LLC", "zip": "20011", "phone": "703.343.0782", "state": "DC", "address": "743 Madison St NW"}, "header": {"date": "Today", "title": "Installment Loan Statement"}, "payments": [["2019-07-15", "475.00"], ["2019-08-14", "475.00"], ["2019-09-17", "475"], ["2019-10-15", "0"], ["2019-11-15", "0"], ["2019-12-5", "475"]], "borrower": {"city": "Alexandria", "state": "VA", "name": "Bear Houses, LLC", "zip": "22312", "address": "301 N Beauregard St Apt 203"}, "txtTemplate": "statement.txt.jinja"}

63
brendamortgage.json
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@@ -1,62 +1 @@
{
"htmlTemplate": "statement.pdf.jinja",
"txtTemplate": "statement.txt.jinja",
"format": "html",
"email": {
"from_address": "jkent3rd@gmail.com",
"to_address": "bck@virginia.edu",
"server": "smtp.gmail.com",
"password": "pvyrbcnzrjoizprn",
"template": "./template.txt",
"send_pdf": "true",
"send_text": "true",
"subject": "Your loan statement...",
"body": "Your loan statement is attached.",
"text": "Please see your most recent account statement."
},
"parameters": {
"account_number": "100001",
"principal": 35000.00,
"interest_rate": 5.0,
"periods_per_year": 12,
"periods": 180,
"start_date": "2018-06-25",
"start_interest_date": "2018-07-01",
"first_payment_month": "2018-08-01",
"monthly_payment": 278.15,
"payment_day_of_month": "01"
},
"borrower": {
"name": "Grandma Tina's Properties, LLC",
"address": "743 Madison St NW",
"city": "Washington",
"state": "DC",
"zip": "20011"
},
"lender": {
"name": "Brenda Kelly",
"phone": "434-286-2110",
"address": "150 Confederate Street",
"city": "Scottsville",
"state": "VA",
"zip": "24590"
},
"header": {
"title": "Mortgage Loan Statement - 185 James River Rd, Scottsville VA",
"date": "Today"
},
"payments": [
["2018-08-01", "278.15"],
["2018-09-01", "278.15"],
["2018-10-01", "278.15"],
["2018-11-01", "278.15"],
["2018-12-01", "278.15"],
["2019-01-01", "278.15"],
["2019-02-01", "278.15"],
["2019-03-01", "278.15"],
["2019-04-01", "278.15"],
["2019-05-01", "278.15"],
["2019-05-31", "278.15"],
["2019-07-01", "278.15"]
]
}
{"htmlTemplate": "statement.pdf.jinja", "parameters": {"monthly_payment": 278.15, "interest_rate": 5.0, "start_interest_date": "2018-07-01", "payment_day_of_month": "01", "first_payment_month": "2018-08-01", "account_number": "100001", "periods": 180, "start_date": "2018-06-25", "periods_per_year": 12, "principal": 35000.0}, "format": "html", "email": {"body": "Your loan statement is attached.", "to_address": "bck@virginia.edu", "from_address": "jkent3rd@gmail.com", "text": "Please see your most recent account statement.", "server": "smtp.gmail.com", "send_text": "true", "template": "./template.txt", "send_pdf": "true", "password": "pvyrbcnzrjoizprn", "subject": "Your loan statement..."}, "lender": {"city": "Scottsville", "name": "Brenda Kelly", "zip": "24590", "phone": "434-286-2110", "state": "VA", "address": "150 Confederate Street"}, "header": {"date": "Today", "title": "Mortgage Loan Statement - 185 James River Rd, Scottsville VA"}, "payments": [["2018-08-01", "278.15"], ["2018-09-01", "278.15"], ["2018-10-01", "278.15"], ["2018-11-01", "278.15"], ["2018-12-01", "278.15"], ["2019-01-01", "278.15"], ["2019-02-01", "278.15"], ["2019-03-01", "278.15"], ["2019-04-01", "278.15"], ["2019-05-01", "278.15"], ["2019-05-31", "278.15"], ["2019-07-01", "278.15"], ["2019-08-01", "278.15"], ["2019-09-02", "278.15"], ["2019-10-01", "278.15"], ["2019-11-01", "278.15"], ["2019-12-02", "278.15"], ["2020-01-02", "278.15"]], "borrower": {"city": "Washington", "state": "DC", "name": "Grandma Tina's Properties, LLC", "zip": "20011", "address": "743 Madison St NW"}, "txtTemplate": "statement.txt.jinja"}

63
dadmortgage.json
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@@ -1,62 +1 @@
{
"htmlTemplate": "statement.pdf.jinja",
"txtTemplate": "statement.txt.jinja",
"format": "html",
"email": {
"from_address": "jkent3rd@gmail.com",
"to_address": "johnkent49@gmail.com",
"server": "smtp.gmail.com",
"password": "pvyrbcnzrjoizprn",
"template": "./template.txt",
"send_pdf": "true",
"send_text": "true",
"subject": "Your loan statement...",
"body": "Your loan statement is attached.",
"text": "Please see your most recent account statement."
},
"parameters": {
"account_number": "100001",
"principal": 35000.00,
"interest_rate": 5.0,
"periods_per_year": 12,
"periods": 180,
"start_date": "2018-06-25",
"start_interest_date": "2018-07-01",
"first_payment_month": "2018-08-01",
"monthly_payment": 278.15,
"payment_day_of_month": "01"
},
"borrower": {
"name": "Grandma Tina's Properties, LLC",
"address": "743 Madison St NW",
"city": "Washington",
"state": "DC",
"zip": "20011"
},
"lender": {
"name": "John Kent",
"phone": "434-510-7272",
"address": "109 Shores Rd",
"city": "Palmyra",
"state": "VA",
"zip": "22963"
},
"header": {
"title": "Mortgage Loan Statement - 185 James River Rd, Scottsville VA",
"date": "Today"
},
"payments": [
["2018-08-01", "278.15"],
["2018-09-01", "278.15"],
["2018-10-01", "278.15"],
["2018-11-01", "278.15"],
["2018-12-01", "278.15"],
["2019-01-01", "278.15"],
["2019-02-01", "278.15"],
["2019-03-01", "278.15"],
["2019-04-01", "278.15"],
["2019-05-01", "278.15"],
["2019-05-31", "278.15"],
["2019-07-01", "278.15"]
]
}
{"htmlTemplate": "statement.pdf.jinja", "parameters": {"monthly_payment": 278.15, "interest_rate": 5.0, "start_interest_date": "2018-07-01", "payment_day_of_month": "01", "first_payment_month": "2018-08-01", "account_number": "100001", "periods": 180, "start_date": "2018-06-25", "periods_per_year": 12, "principal": 35000.0}, "format": "html", "email": {"body": "Your loan statement is attached.", "to_address": "johnkent49@gmail.com", "from_address": "jkent3rd@gmail.com", "text": "Please see your most recent account statement.", "server": "smtp.gmail.com", "send_text": "true", "template": "./template.txt", "send_pdf": "true", "password": "pvyrbcnzrjoizprn", "subject": "Your loan statement..."}, "lender": {"city": "Palmyra", "name": "John Kent", "zip": "22963", "phone": "434-510-7272", "state": "VA", "address": "109 Shores Rd"}, "header": {"date": "Today", "title": "Mortgage Loan Statement - 185 James River Rd, Scottsville VA"}, "payments": [["2018-08-01", "278.15"], ["2018-09-01", "278.15"], ["2018-10-01", "278.15"], ["2018-11-01", "278.15"], ["2018-12-01", "278.15"], ["2019-01-01", "278.15"], ["2019-02-01", "278.15"], ["2019-03-01", "278.15"], ["2019-04-01", "278.15"], ["2019-05-01", "278.15"], ["2019-05-31", "278.15"], ["2019-07-01", "278.15"], ["2019-08-01", "278.15"], ["2019-09-02", "278.15"], ["2019-10-01", "278.15"], ["2019-11-01", "278.15"], ["2019-12-02", "278.15"], ["2020-01-02", "278.15"]], "borrower": {"city": "Washington", "state": "DC", "name": "Grandma Tina's Properties, LLC", "zip": "20011", "address": "743 Madison St NW"}, "txtTemplate": "statement.txt.jinja"}

70
greenfield_mortgage.json
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@@ -1,69 +1 @@
{
"htmlTemplate": "statement.pdf.jinja",
"txtTemplate": "statement.txt.jinja",
"format": "html",
"email": {
"from_address": "jkent3rd@gmail.com",
"to_address": "grady@gradystreet.com",
"server": "smtp.gmail.com",
"password": "pvyrbcnzrjoizprn",
"template": "./template.txt",
"send_pdf": "true",
"send_text": "true",
"subject": "Your loan statement...",
"body": "Your loan statement is attached.",
"text": "Please see your most recent account statement."
},
"parameters": {
"account_number": "100001",
"principal": 97750.00,
"interest_rate": 5.5,
"periods_per_year": 12,
"periods": 185,
"start_date": "2017-11-07",
"start_interest_date": "2017-11-11",
"first_payment_month": "2017-12-15",
"monthly_payment": 803.00,
"payment_day_of_month": "15"
},
"payments": [
["2017-12-11", "803.00"],
["2018-01-23", "803.00"],
["2018-03-23", "803.00"],
["2018-04-18", "803.00"],
["2018-04-26", "803.00"],
["2018-05-15", "0.00"],
["2018-06-15", "0.00"],
["2018-07-12", "803.00"],
["2018-08-07", "803.00"],
["2018-09-06", "803.00"],
["2018-10-11", "803.00"],
["2018-11-13", "803.00"],
["2018-12-13", "803.00"],
["2019-01-14", "803.00"],
["2019-02-05", "803.00"],
["2019-03-05", "803.00"],
["2019-04-15", "803.00"],
["2019-05-15", "0.00"],
["2019-06-13", "803.00"]
],
"borrower": {
"name": "Bear Houses, LLC",
"address": "301 N Beauregard St Apt 203",
"city": "Alexandria",
"state": "VA",
"zip": "22312"
},
"lender": {
"name": "Rivanna Graphite Investments, LLC",
"phone": "703.343.0782",
"address": "743 Madison St NW",
"city": "Washington",
"state": "DC",
"zip": "20011"
},
"header": {
"title": "Mortgage Loan Statement - 195 Greenfield Lane, Pearl MS",
"date": "Today"
}
}
{"htmlTemplate": "statement.pdf.jinja", "parameters": {"monthly_payment": 803.0, "interest_rate": 5.5, "start_interest_date": "2017-11-11", "payment_day_of_month": "15", "first_payment_month": "2017-12-15", "account_number": "100001", "periods": 185, "start_date": "2017-11-07", "periods_per_year": 12, "principal": 97750.0}, "format": "html", "email": {"body": "Your loan statement is attached.", "to_address": "grady@gradystreet.com", "from_address": "jkent3rd@gmail.com", "text": "Please see your most recent account statement.", "server": "smtp.gmail.com", "send_text": "true", "template": "./template.txt", "send_pdf": "true", "password": "pvyrbcnzrjoizprn", "subject": "Your loan statement..."}, "lender": {"city": "Washington", "name": "Rivanna Graphite Investments, LLC", "zip": "20011", "phone": "703.343.0782", "state": "DC", "address": "743 Madison St NW"}, "header": {"date": "Today", "title": "Mortgage Loan Statement - 195 Greenfield Lane, Pearl MS"}, "payments": [["2017-12-11", "803.00"], ["2018-01-23", "803.00"], ["2018-03-23", "803.00"], ["2018-04-18", "803.00"], ["2018-04-26", "803.00"], ["2018-05-15", "0.00"], ["2018-06-15", "0.00"], ["2018-07-12", "803.00"], ["2018-08-07", "803.00"], ["2018-09-06", "803.00"], ["2018-10-11", "803.00"], ["2018-11-13", "803.00"], ["2018-12-13", "803.00"], ["2019-01-14", "803.00"], ["2019-02-05", "803.00"], ["2019-03-05", "803.00"], ["2019-04-15", "803.00"], ["2019-05-15", "0.00"], ["2019-06-13", "803.00"], ["2019-07-25", "803.00"], ["2019-08-14", "803.00"], ["2019-09-13", "803.00"], ["2019-10-21", "803.00"], ["2019-11-29", "803.00"], ["2019-12-19", "803.00"], ["2020-01-15", "803"]], "borrower": {"city": "Alexandria", "state": "VA", "name": "Bear Houses, LLC", "zip": "22312", "address": "301 N Beauregard St Apt 203"}, "txtTemplate": "statement.txt.jinja"}

0
mortgage_template.py → mortgage/mortgage_template.py
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0
templates/add.html → mortgage/templates/add.html
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0
templates/email.html → mortgage/templates/email.html
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11
templates/main.html → mortgage/templates/main.html
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@@ -15,7 +15,7 @@
<table><tr>
<td>Loan:</td>
<td>
<select name="loan">
<select name="loan" id="loan">
{% for loan in loans %}
{% if loan.filename==filename %}
<option value="{{loan.filename}}" selected>{{loan.name}}</option>
@@ -28,6 +28,15 @@
</td>
</table>
</form>
<script type="text/javascript">
$(
function() {
$("#loan").change(
function() {
this.form.submit();
});
});
</script>
</p>
<div id="tabs">
<ul>

0
templates/statement.html.jinja → mortgage/templates/statement.html.jinja
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0
templates/statement.pdf.jinja → mortgage/templates/statement.pdf.jinja
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0
templates/statement.text.jinja → mortgage/templates/statement.text.jinja
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34
web.py → mortgage/web.py
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@@ -10,11 +10,10 @@ import os
loader=jinja2.FileSystemLoader([os.path.join(os.path.dirname(__file__),"templates")])
environment = jinja2.Environment(loader=loader)
from email.MIMEMultipart import MIMEMultipart
from email.MIMEText import MIMEText
from email.MIMEBase import MIMEBase
from email import Encoders
from email.mime.multipart import MIMEMultipart
from email.mime.text import MIMEText
from email.mime.base import MIMEBase
from email import encoders
app = Flask(__name__)
@app.route('/')
@@ -218,9 +217,9 @@ def getDatastore(filename=None):
datastore = json.load(f)
except Exception as e:
print "An error occurred opening your loan file '%s'. " % filename
print "The Exception:"
print e.__repr__()
print("An error occurred opening your loan file '%s'. " % filename)
print("The Exception:")
print(e.__repr__())
quit()
return datastore
@@ -256,8 +255,8 @@ def amortizeLoan(loan):
#check for out of order payments, generally a sign of a data entry problem, especially years
if days_since_last_payment < 0:
print "Payment Number %s appears out of order. The payment date '%s' is before the previous payment on '%s'." \
% (payment_number, payment_date, interest_paid_through_date)
print("Payment Number %s appears out of order. The payment date '%s' is before the previous payment on '%s'." \
% (payment_number, payment_date, interest_paid_through_date))
quit()
new_interest = (days_since_last_payment * remaining_principal * daily_interest_rate).quantize(Decimal("0.00"))
@@ -345,7 +344,7 @@ def transformTemplate(template_fileName, loanModel):
# setup jinja for creating the statement
template = environment.get_template(template_fileName)
print loanModel
print(loanModel)
report = template.render(model=loanModel)
return report
@@ -361,21 +360,21 @@ def generateEmail(from_address, to_address, subject, body, pdf, html, txt):
if (pdf != None):
part = MIMEBase("application", "octet-stream")
part.set_payload(pdf)
Encoders.encode_base64(part)
encoders.encode_base64(part)
part.add_header('Content-Disposition', 'attachment; filename="statement.pdf"')
msg.attach(part)
if (html != None):
part = MIMEBase("text", "html")
part.set_payload(html)
Encoders.encode_base64(part)
encoders.encode_base64(part)
part.add_header('Content-Disposition', 'attachment; filename="statement.html"')
msg.attach(part)
if (txt != None):
part = MIMEBase("text", "plain")
part.set_payload(txt)
Encoders.encode_base64(part)
encoders.encode_base64(part)
part.add_header('Content-Disposition', 'attachment; filename="statement.txt"')
msg.attach(part)
@@ -392,7 +391,7 @@ def sendEmail(msg, from_address, to_address, passwd):
server.sendmail(from_address, to_address, msg.as_string())
server.close()
except:
print "Couldn't send email."
print("Couldn't send email.")
def createPDF(report):
@@ -420,6 +419,9 @@ def selectTemplate(format):
return 'statement.html.jinja'
if __name__ == '__main__':
def main():
app.debug = True
app.run()
if __name__ == '__main__':
main()