Updated all of the payment files to reflect new format. Updated the PDF generation template. Updated the email sending code. Fixed a few off by one errors when the last payment also is the last payment of the year.

This commit is contained in:
JohnKent
2019-01-06 16:39:54 -05:00
parent e274b96672
commit 45d6e32149
7 changed files with 409 additions and 191 deletions

View File

@@ -1,22 +1,22 @@
<html>
<body>
<font face='arial' size='14'><p align='center'>{{ statement.title }}</p></font>
<font face='arial' size='10'><p align='center'>{{ statement.lender.name }}</p></font>
<font face='arial' size='14'><p align='center'>{{ model.header.title }}</p></font>
<font face='arial' size='10'><p align='center'>{{ model.lender.name }}</p></font>
<font face='arial' size='8'>
<p align='center'>{{ statement.lender.phone }} - {{ statement.lender.address }} -
{{ statement.lender.city }} {{statement.lender.state }} {{ statement.lender.zip }}</p>
<p align='right'>Statement Date: {{ statement.date }}</p>
<p align='center'>{{ model.lender.phone }} - {{ model.lender.address }} -
{{ model.lender.city }} {{model.lender.state }} {{ model.lender.zip }}</p>
<p align='right'>Statement Date: {{ model.header.date }}</p>
<p/>
<table>
<thead><tr><th width='45%' align='left'>Loan Information</th><th width='45%'>&nbsp;</th></tr></thead>
<tbody>
<tr><td>Borrower: {{ statement.borrower.name }}&nbsp;</td> <td>Account Number: {{ statement.loan.account_number }}</td></tr>
<tr><td>{{ statement.borrower.address }}&nbsp;</td> <td>Origination Date: {{ statement.loan.origination_date }}</td></tr>
<tr><td>{{ statement.borrower.city }}, {{statement.borrower.state }} {{ statement.borrower.zip }}</td>
<td>Original Principal: {{ "$%.2f"|format(statement.loan.principal) }}</td></tr>
<tr><td>Rate: {{statement.loan.rate }} </td> <td>Term: {{statement.loan.term }} months </td></tr>
<tr><td>Next Payment Due Date: {{statement.loan.next_due_date}} </td> <td>Payment Due: {{ "$%.2f"|format(statement.loan.next_payment_amt) }} </td></tr>
<tr><td>Borrower: {{ model.borrower.name }}&nbsp;</td> <td>Account Number: {{ model.parameters.account_number }}</td></tr>
<tr><td>{{ model.borrower.address }}&nbsp;</td> <td>Origination Date: {{ model.parameters.start_date }}</td></tr>
<tr><td>{{ model.borrower.city }}, {{model.borrower.state }} {{ model.borrower.zip }}</td>
<td>Original Principal: {{ "$%.2f"|format(model.parameters.principal) }}</td></tr>
<tr><td>Rate: {{model.parameters.interest_rate }}% </td> <td>Term: {{model.parameters.periods }} months </td></tr>
<tr><td>Next Payment Due Date: {{model.parameters.next_due_date}} </td> <td>Payment Due: {{ "$%.2f"|format(model.parameters.next_payment_amt) }} </td></tr>
</tbody>
</table>
<p/>
@@ -33,7 +33,7 @@
<th width='20%' align='right'>New Balance</th>
</tr></thead>
<tbody>
{% for item in past_payments %}
{% for item in model.past_payments %}
<tr><td align='center'> {{ item.payment_number }} </td>
<td align='center'> {{ item.bill_date }} </td>
<td align='center'> {{ item.payment_date }} </td>
@@ -49,7 +49,7 @@
{% endfor %}
</tbody>
</table>
<p>Total interest paid to date is {{ "$%.2f"|format(total_interest_paid_to_date) }}.</p>
<p>Total interest paid to date is {{ "$%.2f"|format(model.total_interest_paid_to_date) }}.</p>
<p/> <p/>
<p class='section_header'><font face='arial' size='14'>Remaining Amortization</font></p>
@@ -64,7 +64,7 @@
<th width='20%' align='right'>Principal Balance</th>
</tr></thead>
<tbody>
{% for item in future_payments %}
{% for item in model.future_payments %}
<tr><td align='center'> {{ item.payment_number }} </td>
<td align='center'> {{ item.payment_date }} </td>
<td align='center'> {{ item.days_of_interest }} </td>
@@ -76,7 +76,7 @@
{% endfor %}
</tbody>
</table>
<p>Balloon Payment Due: {{ "$%.2f"|format(balloon_payment) }} </p>
<p>Balloon Payment Due: {{ "$%.2f"|format(model.balloon_payment) }} </p>
</font>
</body>
</html>