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
63
10Kloan.json
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63
10Kloan.json
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@@ -0,0 +1,63 @@
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{
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"htmlTemplate": "statement.pdf.jinja",
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"txtTemplate": "statement.txt.jinja",
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"format": "html",
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"email": {
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"from_address": "jkent3rd@gmail.com",
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"to_address": "grady@gradystreet.com",
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"server": "smtp.gmail.com",
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"password": "pvyrbcnzrjoizprn",
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"template": "./template.txt",
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"send_pdf": "true",
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"send_text": "true",
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"subject": "Your loan statement...",
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"body": "Your loan statement is attached.",
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"text": "Please see your most recent account statement."
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},
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"parameters": {
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"account_number": "100100",
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"principal": 10020.00,
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"interest_rate": 6.5,
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"periods_per_year": 12,
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"periods": 18,
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"start_date": "2017-12-05",
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"start_interest_date": "2017-12-05",
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"first_payment_month": "2018-01-15",
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"monthly_payment": 589.00,
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"payment_day_of_month": "15"
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},
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"payments": [
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["2018-01-16", "589.00"],
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["2018-03-30", "589.00"],
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["2018-04-06", "589.00"],
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["2018-04-12", "589.00"],
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["2018-05-28", "589.00"],
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["2018-06-12", "589.00"],
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["2018-07-13", "589.00"],
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["2018-08-14", "589.00"],
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["2018-09-26", "589.00"],
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["2018-10-15", "0"],
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["2018-11-29", "589.00"],
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["2018-12-31", "589.00"]
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],
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"borrower": {
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"name": "Bear Houses, LLC",
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"address": "301 N Beauregard St Apt 203",
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"city": "Alexandria",
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"state": "VA",
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"zip": "22312"
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},
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"lender": {
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"name": "John Kent",
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"phone": "703.343.0782",
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"address": "743 Madison St NW",
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"city": "Washington",
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"state": "DC",
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"zip": "20011"
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},
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"header": {
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"title": "Installment Loan Statement",
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"date": "Today"
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}
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}
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56
brendamortgage.json
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56
brendamortgage.json
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@@ -0,0 +1,56 @@
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{
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"htmlTemplate": "statement.pdf.jinja",
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"txtTemplate": "statement.txt.jinja",
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"format": "html",
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"email": {
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"from_address": "jkent3rd@gmail.com",
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"to_address": "bck@virginia.edu",
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"server": "smtp.gmail.com",
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"password": "pvyrbcnzrjoizprn",
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"template": "./template.txt",
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"send_pdf": "true",
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"send_text": "true",
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"subject": "Your loan statement...",
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"body": "Your loan statement is attached.",
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"text": "Please see your most recent account statement."
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},
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"parameters": {
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"account_number": "100001",
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"principal": 35000.00,
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"interest_rate": 5.0,
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"periods_per_year": 12,
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"periods": 180,
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"start_date": "2018-06-25",
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"start_interest_date": "2018-07-01",
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"first_payment_month": "2018-08-01",
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"monthly_payment": 278.15,
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"payment_day_of_month": "01"
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},
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"borrower": {
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"name": "Grandma Tina's Properties, LLC",
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"address": "743 Madison St NW",
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"city": "Washington",
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"state": "DC",
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"zip": "20011"
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},
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"lender": {
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"name": "John Kent",
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"phone": "434-510-7272",
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"address": "109 Shores Rd",
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"city": "Palmyra",
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"state": "VA",
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"zip": "22963"
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},
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"header": {
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"title": "Mortgage Loan Statement - 185 James River Rd, Scottsville VA",
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"date": "Today"
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},
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"payments": [
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["2018-08-01", "278.15"],
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["2018-09-01", "278.15"],
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["2018-10-01", "278.15"],
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["2018-11-01", "278.15"],
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["2018-12-01", "278.15"],
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["2019-01-01", "278.15"]
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]
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}
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56
dadmortgage.json
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56
dadmortgage.json
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{
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"htmlTemplate": "statement.pdf.jinja",
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"txtTemplate": "statement.txt.jinja",
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"format": "html",
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"email": {
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"from_address": "jkent3rd@gmail.com",
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"to_address": "johnkent49@gmail.com",
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"server": "smtp.gmail.com",
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"password": "pvyrbcnzrjoizprn",
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"template": "./template.txt",
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"send_pdf": "true",
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"send_text": "true",
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"subject": "Your loan statement...",
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"body": "Your loan statement is attached.",
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"text": "Please see your most recent account statement."
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},
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"parameters": {
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"account_number": "100001",
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"principal": 35000.00,
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"interest_rate": 5.0,
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"periods_per_year": 12,
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"periods": 180,
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"start_date": "2018-06-25",
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"start_interest_date": "2018-07-01",
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"first_payment_month": "2018-08-01",
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"monthly_payment": 278.15,
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"payment_day_of_month": "01"
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},
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"borrower": {
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"name": "Grandma Tina's Properties, LLC",
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"address": "743 Madison St NW",
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"city": "Washington",
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"state": "DC",
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"zip": "20011"
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},
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"lender": {
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"name": "John Kent",
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"phone": "434-510-7272",
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"address": "109 Shores Rd",
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"city": "Palmyra",
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"state": "VA",
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"zip": "22963"
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},
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"header": {
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"title": "Mortgage Loan Statement - 185 James River Rd, Scottsville VA",
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"date": "Today"
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},
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"payments": [
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["2018-08-01", "278.15"],
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["2018-09-01", "278.15"],
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["2018-10-01", "278.15"],
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["2018-11-01", "278.15"],
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["2018-12-01", "278.15"],
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["2019-01-01", "278.15"]
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]
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}
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63
greenfield_mortgage.json
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63
greenfield_mortgage.json
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@@ -0,0 +1,63 @@
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{
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"htmlTemplate": "statement.pdf.jinja",
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"txtTemplate": "statement.txt.jinja",
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"format": "html",
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"email": {
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"from_address": "jkent3rd@gmail.com",
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"to_address": "grady@gradystreet.com",
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"server": "smtp.gmail.com",
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"password": "pvyrbcnzrjoizprn",
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"template": "./template.txt",
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"send_pdf": "true",
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"send_text": "true",
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"subject": "Your loan statement...",
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"body": "Your loan statement is attached.",
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"text": "Please see your most recent account statement."
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},
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"parameters": {
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"account_number": "100001",
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"principal": 97750.00,
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"interest_rate": 5.5,
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"periods_per_year": 12,
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"periods": 182,
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"start_date": "2017-11-07",
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"start_interest_date": "2017-11-11",
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"first_payment_month": "2017-12-15",
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"monthly_payment": 803.00,
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"payment_day_of_month": "15"
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},
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"payments": [
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["2017-12-11", "803.00"],
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["2018-01-23", "803.00"],
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["2018-03-23", "803.00"],
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["2018-04-18", "803.00"],
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["2018-04-26", "803.00"],
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["2018-05-15", "0.00"],
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["2018-06-15", "0.00"],
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["2018-07-12", "803.00"],
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["2018-08-07", "803.00"],
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["2018-09-06", "803.00"],
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["2018-10-11", "803.00"],
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["2018-11-13", "803.00"],
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["2018-12-13", "803.00"]
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],
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"borrower": {
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"name": "Bear Houses, LLC",
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"address": "301 N Beauregard St Apt 203",
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"city": "Alexandria",
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"state": "VA",
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"zip": "22312"
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},
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"lender": {
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"name": "Rivanna Graphite Investments, LLC",
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"phone": "703.343.0782",
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"address": "743 Madison St NW",
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"city": "Washington",
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"state": "DC",
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"zip": "20011"
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},
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"header": {
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"title": "Mortgage Loan Statement - 195 Greenfield Lane, Pearl MS",
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"date": "Today"
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}
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}
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@@ -1,25 +0,0 @@
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{
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"principal": 97750.00,
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"interest rate": 5.5,
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"periods per year": 12,
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"periods": 182,
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"start date": "2017-11-07",
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"start_interest_date": "2017-11-11",
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"first payment month": "2017-12-15",
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"monthly_payment": 803.00,
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"payment day of month": "15",
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"payments": [
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["2017-12-11", "803.00"],
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["2018-01-23", "803.00"],
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["2018-03-23", "803.00"],
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["2018-04-18", "803.00"],
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["2018-04-26", "803.00"],
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["2018-05-15", "0.00"],
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["2018-06-15", "0.00"],
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["2018-07-12", "803.00"],
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["2018-08-07", "803.00"],
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["2018-09-06", "803.00"],
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["2018-10-11", "803.00"],
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["2018-11-13", "803.00"]
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]
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}
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@@ -4,45 +4,47 @@ from datetime import *
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from jinja2 import Environment, FileSystemLoader
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from fpdf import FPDF, HTMLMixin
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import smtplib
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from email.MIMEMultipart import MIMEMultipart
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from email.MIMEText import MIMEText
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from email.MIMEBase import MIMEBase
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from email import Encoders
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def getPaymentHistory(datastore, loan, asOfDate):
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pass
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def getStatementHeader(datastore):
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return datastore['header']
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def getAmortization(datastore, loan, paymentHistory):
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pass
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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['loan'] = getLoan(datastore)
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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['paymentHistory'] = getPaymentHistory(datastore, loan, asOfDate)
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loanModel['futureAmortization'] = getAmortization(datastore, loan, loanModel.paymentHistory)
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loanModel['header'] = getStatementHeader(datastore)
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return loanModel
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def getLoan(datastore):
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def getLoanParameters(datastore):
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# read in the loan profile information
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loan = {}
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loan = datastore['parameters']
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annual_rate = Decimal(datastore['loan.interest rate']) / 100
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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(datastore["loan.principal"]).quantize(Decimal("1.00"))
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periods_per_year = Decimal(datastore["loan.periods per year"])
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total_periods = Decimal(datastore["loan.periods"])
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payment_day_of_month = int(datastore['loan.payment day of month'])
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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 datastore:
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monthly_payment = Decimal(datastore["monthly_payment"]).quantize(Decimal("1.00"))
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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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@@ -50,38 +52,24 @@ def getLoan(datastore):
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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['loan.account_number'] = '123456789'
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loan['principal'] = principal
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loan['term'] = total_periods
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loan['annual_rate'] = annual_rate
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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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lender = {}
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# to be replaced with real loading code
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lender['name'] = 'Rivanna Graphite Investments, LLC'
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lender['phone'] = '703.343.0782'
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lender['address'] = '743 Madison St NW'
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lender['city'] = 'Washington'
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lender['state'] = 'DC'
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lender['zip'] = '20011'
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return getLender
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return datastore['lender']
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def getBorrower(datastore):
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borrower = {}
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# to be replaced with real loading code
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borrower['name'] = 'Bear Houses, LLC'
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borrower['address'] = '123 Any Street'
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borrower['city'] = 'Alltown'
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borrower['state'] = 'VA'
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borrower['zip'] = '11111'
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return borrower
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return datastore['borrower']
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def getDatastore(filename=None):
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@@ -91,7 +79,7 @@ def getDatastore(filename=None):
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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 "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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@@ -99,109 +87,29 @@ def getDatastore(filename=None):
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return datastore
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def calculateLoanAmortization(loanModel):
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return loanModel
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def transformTemplate(template_fileName, loanModel):
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# template_filename = "statement.txt.jinja"
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# setup jinja for creating the statement
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env = Environment(loader=FileSystemLoader('.'))
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template = env.get_template(template_fileName)
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report = template.render(original_principal_balance=loanModel.principal, future_payments=loanModel.future_payments,
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past_payments=loanModel.past_payments, balloon_payment=loanModel.remaining_principal,
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total_interest_paid_to_date=loanModel.total_interest, statement=loanModel.statement)
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return report
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def generatePDFStatement():
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template_filename = "statement.pdf.jinja"
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pass
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def generateHTMLStatement():
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pass
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def generateTextStatement():
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pass
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def generateEmail(from_address, to_address, subject, body, attachment):
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msg = MIMEMultipart()
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msg['Subject'] = subject
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msg['From'] = from_address
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msg['To'] = to_address
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msg.attach(MIMEText(body))
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part = MIMEBase('application', "octet-stream")
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part.set_payload(attachment)
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Encoders.encode_base64(part)
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part.add_header('Content-Disposition', 'attachment; filename="statement.pdf"')
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msg.attach(part)
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return msg
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def main():
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# this program reads the json file describing a mortgage and calculate the actual and projected amortization
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# the first payment in the file should be the interest paid at closing
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# the interest at closing covers interest that would be incurred from the date of closing until the first day
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# that will be covered by the first loan payment
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# i.e., the first loan payment is expected a month and a half after closing, the first two weeks interest is due
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# at closing. The first payment will incur interest from one month before the bill is due.
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from_address = 'jkent3rd@gmail.com'
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passwd = "pvyrbcnzrjoizprn"
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subject = "Mortgage or Loan Statement"
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to_address = 'jkent3rd@gmail.com'
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body = 'This email contains a PDF of your mortgage statement.'
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||||
# read in the file
|
||||
# filename = "./10Kloan.txt"
|
||||
# filename = "./10Kloan.test.txt"
|
||||
# filename = "./dadmortgage.txt"
|
||||
# filename = "./brendamortgage.txt"
|
||||
filename = "./greenfield_mortgage.txt"
|
||||
template_filename = "statement.pdf.jinja"
|
||||
|
||||
loanInformation = loadLoanInformation(filename)
|
||||
|
||||
loanModel = calculateLoanAmortization(loanInformation)
|
||||
|
||||
# read in the statement information
|
||||
statement, lender, borrower, loan = {}, {}, {}, {}
|
||||
lender = loanModel.lender
|
||||
borrower = loanModel.borrower
|
||||
past_payments = loanModel.past_payments
|
||||
future_payments = loanModel.future_payments
|
||||
|
||||
statement['title'] = "Mortgage Statement - 185 James River Rd"
|
||||
statement['date'] = "Today"
|
||||
statement['lender'] = lender
|
||||
statement['borrower'] = borrower
|
||||
statement['loan'] = loan
|
||||
|
||||
def amortizeLoan(loan):
|
||||
# loop over the payments and calculate the actual amortization
|
||||
actual_payments = loanModel["payments"]
|
||||
monthly_payment = loan["parameters"]["monthly_payment"]
|
||||
|
||||
remaining_principal = loanModel.principal
|
||||
payment_day_of_month = loanInformation.payment_day_of_month
|
||||
daily_interest_rate = loanInformation.daily_interest_rate
|
||||
total_periods = loanInformation.total_periods
|
||||
actual_payments = loan["datastore"]["payments"]
|
||||
|
||||
remaining_principal = loan["parameters"]["principal"]
|
||||
payment_day_of_month = int(loan["parameters"]["payment_day_of_month"])
|
||||
daily_interest_rate = loan["parameters"]["daily_interest_rate"]
|
||||
total_periods = loan["parameters"]["total_periods"]
|
||||
interest_paid_through_date = datetime.strptime(loan["parameters"]["start_interest_date"], "%Y-%m-%d").date()
|
||||
next_payment_date = datetime.strptime(loan["parameters"]["first_payment_month"], '%Y-%m-%d').date()
|
||||
next_bill_date = date(year=next_payment_date.year, month=next_payment_date.month, day=payment_day_of_month)
|
||||
|
||||
payment_number = 1
|
||||
annual_interest = 0
|
||||
total_interest = 0
|
||||
|
||||
interest_paid_through_date = datetime.strptime(loanModel["start_interest_date"], "%Y-%m-%d").date()
|
||||
next_payment_date = datetime.strptime(loanModel["first payment month"], '%Y-%m-%d').date()
|
||||
next_bill_date = date(year=next_payment_date.year, month=next_payment_date.month, day=payment_day_of_month)
|
||||
old_bill_date = next_bill_date
|
||||
payment_number = 1
|
||||
current_year = next_bill_date.year
|
||||
|
||||
past_payments = []
|
||||
future_payments = []
|
||||
|
||||
for payment in actual_payments:
|
||||
payment_date = datetime.strptime((payment[0]), '%Y-%m-%d').date()
|
||||
payment_amount = Decimal(payment[1]).quantize(Decimal("1.00"))
|
||||
@@ -232,6 +140,16 @@ def main():
|
||||
|
||||
if old_bill_date.month < 12:
|
||||
next_bill_date = date(year=old_bill_date.year, month=old_bill_date.month + 1, day=payment_day_of_month)
|
||||
else:
|
||||
next_bill_date = date(year=old_bill_date.year + 1, month=1, day = payment_day_of_month)
|
||||
|
||||
loan["total_interest_paid_to_date"] = total_interest
|
||||
loan["parameters"]["next_due_date"] = next_bill_date
|
||||
|
||||
if (remaining_principal < monthly_payment):
|
||||
loan["parameters"]["next_payment_amt"] = remaining_principal
|
||||
else:
|
||||
loan["parameters"]["next_payment_amt"] = monthly_payment
|
||||
|
||||
# loop over remaining scheduled payments and present estimated amortization
|
||||
while (payment_number <= total_periods) and (remaining_principal > 0):
|
||||
@@ -254,7 +172,7 @@ def main():
|
||||
future_payment_record['payment_date'] = next_bill_date
|
||||
future_payment_record['days_of_interest'] = days_since_last_payment
|
||||
future_payment_record['payment_amount'] = monthly_payment
|
||||
future_payment_record['principal_payment'] = new_interest
|
||||
future_payment_record['principal_payment'] = new_principal
|
||||
future_payment_record['interest_payment'] = new_interest
|
||||
future_payment_record['new_balance'] = remaining_principal
|
||||
future_payments.append(future_payment_record)
|
||||
@@ -266,8 +184,68 @@ def main():
|
||||
else:
|
||||
next_bill_date = date(year=old_bill_date.year + 1, month=1, day=payment_day_of_month)
|
||||
|
||||
report = transformTemplate('', loanModel)
|
||||
|
||||
loan["balloon_payment"] = remaining_principal
|
||||
loan["past_payments"] = past_payments
|
||||
loan["future_payments"] = future_payments
|
||||
return
|
||||
|
||||
|
||||
def transformTemplate(template_fileName, loanModel):
|
||||
# template_filename = "statement.txt.jinja"
|
||||
# setup jinja for creating the statement
|
||||
env = Environment(loader=FileSystemLoader('.'))
|
||||
template = env.get_template(template_fileName)
|
||||
|
||||
print loanModel
|
||||
report = template.render(model=loanModel)
|
||||
return report
|
||||
|
||||
|
||||
def generatePDFAttachment():
|
||||
template_filename = "statement.pdf.jinja"
|
||||
pass
|
||||
|
||||
|
||||
def generateEmail(from_address, to_address, subject, body, pdfAttachment, txtAttachment):
|
||||
msg = MIMEMultipart()
|
||||
msg['Subject'] = subject
|
||||
msg['From'] = from_address
|
||||
msg['To'] = to_address
|
||||
|
||||
msg.attach(MIMEText(body))
|
||||
|
||||
if (pdfAttachment != None):
|
||||
part = MIMEBase("application", "octet-stream")
|
||||
part.set_payload(pdfAttachment)
|
||||
Encoders.encode_base64(part)
|
||||
part.add_header('Content-Disposition', 'attachment; filename="statement.pdf"')
|
||||
msg.attach(part)
|
||||
|
||||
if (txtAttachment != None):
|
||||
part = MIMEBase("text", "html")
|
||||
part.set_payload(txtAttachment)
|
||||
Encoders.encode_base64(part)
|
||||
part.add_header('Content-Disposition', 'attachment; filename="statement.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
|
||||
@@ -277,22 +255,49 @@ def main():
|
||||
pdf.add_page()
|
||||
pdf.write_html(report)
|
||||
# pdf.output(name='test.pdf', dest='F')
|
||||
attachment = pdf.output(dest='S')
|
||||
return pdf.output(dest='S')
|
||||
|
||||
|
||||
def selectTemplate(loan):
|
||||
templateKey = loan["datastore"]["format"] + "Template"
|
||||
if templateKey in loan:
|
||||
template = loan[templateKey]
|
||||
else:
|
||||
template = 'statement.pdf.jinja'
|
||||
|
||||
return template
|
||||
|
||||
def main():
|
||||
# this program reads the json file describing a mortgage and calculate the actual and projected amortization
|
||||
# the first payment in the file should be the interest paid at closing
|
||||
# the interest at closing covers interest that would be incurred from the date of closing until the first day
|
||||
# that will be covered by the first loan payment
|
||||
# i.e., the first loan payment is expected a month and a half after closing, the first two weeks interest is due
|
||||
# at closing. The first payment will incur interest from one month before the bill is due.
|
||||
|
||||
# read in the file
|
||||
# filename = "./10Kloan.txt"
|
||||
#filename = "./10Kloan.json"
|
||||
# filename = "./dadmortgage.json"
|
||||
# filename = "./brendamortgage.json"
|
||||
filename = "./greenfield_mortgage.json"
|
||||
template_filename = "statement.pdf.jinja"
|
||||
|
||||
loan = loadLoanInformation(filename)
|
||||
|
||||
amortizeLoan(loan)
|
||||
|
||||
report = transformTemplate(selectTemplate(loan), loan)
|
||||
|
||||
if loan["email"]["send_pdf"] == "true":
|
||||
pdfAttachment = createPDF(report)
|
||||
|
||||
|
||||
# send email
|
||||
try:
|
||||
server = smtplib.SMTP('smtp.gmail.com', 587)
|
||||
server.ehlo()
|
||||
server.starttls()
|
||||
server.login(from_address, passwd)
|
||||
|
||||
email = generateEmail(from_address, to_address, subject, body, attachment)
|
||||
server.sendmail(from_address, to_address, email.as_string())
|
||||
server.close()
|
||||
except:
|
||||
print "Couldn't send email, dumping statement to file."
|
||||
pdf.output(name='test.pdf', dest='F')
|
||||
quit()
|
||||
emailParameters = loan["email"]
|
||||
msg = generateEmail(emailParameters["from_address"], emailParameters["to_address"], emailParameters["subject"],
|
||||
emailParameters["body"], pdfAttachment, report)
|
||||
sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password'])
|
||||
|
||||
|
||||
if __name__ == '__main__':
|
||||
|
||||
@@ -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%'> </th></tr></thead>
|
||||
<tbody>
|
||||
<tr><td>Borrower: {{ statement.borrower.name }} </td> <td>Account Number: {{ statement.loan.account_number }}</td></tr>
|
||||
<tr><td>{{ statement.borrower.address }} </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 }} </td> <td>Account Number: {{ model.parameters.account_number }}</td></tr>
|
||||
<tr><td>{{ model.borrower.address }} </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>
|
||||
Reference in New Issue
Block a user