RivannaGraphiteInvestmentsLLC/mortgage
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Additional changes to move application to CouchDB database backend. Removed loan files from repository (now in selfhosted couchdb instance).

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This commit is contained in:
john
2023-05-14 10:19:04 -04:00
parent c6291c3ab9
commit 5930ad5af1
13 changed files with 49 additions and 1503 deletions
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102
0_Test_Loan.loan
View File

@@ -1,102 +0,0 @@
{
"parameters": {
"monthly_payment": 589.0,
"interest_rate": 6.5,
"start_interest_date": "2017-12-05",
"payment_day_of_month": "15",
"first_payment_month": "2018-01-15",
"account_number": "100100",
"principal": 10020.0,
"start_date": "2017-12-05",
"periods_per_year": 12,
"periods": 18
},
"lender": {
"city": "Washington",
"name": "Test Lender",
"zip": "20011",
"phone": "703.343.0782",
"state": "DC",
"address": "743 Madison St NW"
},
"header": {
"date": "Today",
"title": "Installment Loan Test 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"
],
[
"2020-01-15",
"0",
"50"
],
[
"2020-09-27",
"278.15",
"20"
],
[
"2020-09-29",
"296.12",
"25"
],
[
"2020-10-16",
"133",
"0.00"
],
[
"2020-10-16",
"133",
"0.00"
],
[
"2020-10-16",
"133",
"0.00"
],
[
"2021-05-03",
"1",
"1"
]
],
"borrower": {
"city": "Alexandria",
"state": "VA",
"name": "Test Borrower Houses, LLC",
"zip": "22312",
"address": "301 N Beauregard St Apt 203"
},
"email": {
"to_address": "jkent3rd@gmail.com",
"from_address": "jkent3rd@gmail.com",
"subject": "Your test loan statement...",
"body": "Your test loan statement is attached.",
"server": "smtp.gmail.com",
"password": "builcuouzobxroow"
}
}

328
1_Dad_Mortgage.loan
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@@ -1,328 +0,0 @@
{
"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": "johnakent722@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": "builcuouzobxroow",
"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"
],
[
"2020-02-01",
"278.15"
],
[
"2020-03-02",
"278.15"
],
[
"2020-04-01",
"278.15"
],
[
"2020-05-01",
"278.15"
],
[
"2020-06-01",
"278.15"
],
[
"2020-07-01",
"278.15"
],
[
"2020-08-01",
"278.15"
],
[
"2020-09-01",
"278.15"
],
[
"2020-10-01",
"278.15"
],
[
"2020-11-01",
"278.15",
"0.00"
],
[
"2020-12-01",
"278.15",
"0.00"
],
[
"2021-01-01",
"278.15",
"0"
],
[
"2021-02-01",
"278.15",
"0"
],
[
"2021-03-01",
"278.15",
"0.00"
],
[
"2021-04-01",
"278.15",
"0.00"
],
[
"2021-04-30",
"278.15",
"0"
],
[
"2021-06-01",
"278.15",
"0.00"
],
[
"2021-07-01",
"278.15",
"0"
],
[
"2021-07-31",
"278.15",
"0"
],
[
"2021-09-01",
"278.15",
"0.00",
"False"
],
[
"2021-10-01",
"278.15",
"0.00",
"False"
],
[
"2021-11-01",
"278.15",
"0",
"False"
],
[
"2021-12-01",
"278.15",
"0.00",
"False"
],
[
"2022-01-01",
"278.15",
"0.00",
"False"
],
[
"2022-02-01",
"278.15",
"0.00",
"False"
],
[
"2022-03-01",
"278.15",
"0.00",
"False"
],
[
"2022-04-01",
"278.15",
"0.00",
"False"
],
[
"2022-05-01",
"278.15",
"0.00",
"False"
],
[
"2022-06-01",
"278.15",
"0.00",
"False"
],
[
"2022-07-01",
"278.15",
"0.00",
"False"
],
[
"2022-08-01",
"278.15",
"0.00",
"False"
],
[
"2022-09-01",
"278.15",
"0.00",
"False"
],
[
"2022-10-01",
"278.15",
"0.00",
"False"
],
[
"2022-10-31",
"278.15",
"0.00",
"False"
],
[
"2022-12-01",
"278.15",
"0.00",
"False"
],
[
"2023-01-03",
"278.15",
"0.00",
"False"
],
[
"2023-02-01",
"278.15",
"0.00",
"False"
],
[
"2023-03-01",
"278.15",
"0.00",
"False"
],
[
"2023-04-01",
"278.15",
"0.00",
"False"
]
],
"borrower": {
"city": "Washington",
"state": "DC",
"name": "Grandma Tina's Properties, LLC",
"zip": "20001",
"address": "1720 New Jersey Ave NW Unit 401"
},
"txtTemplate": "statement.txt.jinja"
}

328
2_Brenda_Mortgage.loan
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@@ -1,328 +0,0 @@
{
"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": "builcuouzobxroow",
"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"
],
[
"2020-02-01",
"278.15"
],
[
"2020-03-01",
"278.15"
],
[
"2020-04-01",
"278.15"
],
[
"2020-05-01",
"278.15"
],
[
"2020-06-01",
"278.15"
],
[
"2020-07-01",
"278.15"
],
[
"2020-08-01",
"278.15"
],
[
"2020-09-01",
"278.15"
],
[
"2020-10-01",
"278.15"
],
[
"2020-11-01",
"278.15",
"0.00"
],
[
"2020-12-01",
"278.15",
"0.00"
],
[
"2021-01-01",
"278.15",
"0"
],
[
"2021-02-01",
"278.15",
"0"
],
[
"2021-03-01",
"278.15",
"0.00"
],
[
"2021-04-01",
"278.15",
"0.00"
],
[
"2021-04-30",
"278.15",
"0"
],
[
"2021-06-01",
"278.15",
"0.00"
],
[
"2021-07-01",
"278.15",
"0"
],
[
"2021-07-31",
"278.15",
"0"
],
[
"2021-09-01",
"278.15",
"0.00",
"False"
],
[
"2021-10-01",
"278.15",
"0.00",
"False"
],
[
"2021-11-01",
"278.15",
"0",
"False"
],
[
"2021-12-01",
"278.15",
"0.00",
"False"
],
[
"2022-01-01",
"278.15",
"0.00",
"False"
],
[
"2022-02-01",
"278.15",
"0",
"False"
],
[
"2022-03-01",
"278.15",
"0.00",
"False"
],
[
"2022-04-01",
"278.15",
"0.00",
"False"
],
[
"2022-05-01",
"278.15",
"0.00",
"False"
],
[
"2022-06-01",
"278.15",
"0.00",
"False"
],
[
"2022-07-01",
"278.15",
"0.00",
"False"
],
[
"2022-08-01",
"278.15",
"0.00",
"False"
],
[
"2022-09-01",
"278.15",
"0.00",
"False"
],
[
"2022-10-01",
"278.15",
"0.00",
"False"
],
[
"2022-10-31",
"278.15",
"0.00",
"False"
],
[
"2022-12-01",
"278.15",
"0.00",
"False"
],
[
"2023-01-03",
"278.15",
"0.00",
"False"
],
[
"2023-02-01",
"278.15",
"0.00",
"False"
],
[
"2023-03-01",
"278.15",
"0.00",
"False"
],
[
"2023-04-01",
"278.15",
"0.00",
"False"
]
],
"borrower": {
"city": "Washington",
"state": "DC",
"name": "Grandma Tina's Properties, LLC",
"zip": "20001",
"address": "1720 New Jersey Ave NW Unit 401"
},
"txtTemplate": "statement.txt.jinja"
}

92
3_839_Harbor_Bend_2022.loan
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@@ -1,92 +0,0 @@
{
"htmlTemplate": "statement.pdf.jinja",
"parameters": {
"monthly_payment": 842.93,
"interest_rate": 5.75,
"start_interest_date": "2022-08-12",
"payment_day_of_month": "15",
"first_payment_month": "2022-09-15",
"account_number": "22-0001",
"periods": 180,
"start_date": "2022-08-12",
"periods_per_year": 12,
"principal": 101508.04
},
"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": "builcuouzobxroow",
"subject": "Your loan statement..."
},
"lender": {
"city": "Washington",
"name": "Rivanna Graphite Investments, LLC",
"zip": "20001",
"phone": "703.343.0782",
"state": "DC",
"address": "1720 New Jersey Ave NW Unit 401"
},
"header": {
"date": "Today",
"title": "Mortgage Loan Statement - Harbor Bend Loan 1"
},
"payments": [
[
"2022-08-15",
"803",
"0",
"False"
],
[
"2022-09-09",
"803",
"0.00",
"False"
],
[
"2022-11-17",
"842.93",
"0.00",
"False"
],
[
"2022-12-29",
"842.93",
"0.00",
"False"
],
[
"2023-01-27",
"842.93",
"0.00",
"False"
],
[
"2023-02-10",
"842.93",
"0.00",
"False"
],
[
"2023-03-31",
"0",
"33.68",
"False"
]
],
"borrower": {
"city": "Alexandria",
"state": "VA",
"name": "Bear Houses, LLC",
"zip": "22312",
"address": "301 N Beauregard St Apt 203"
},
"txtTemplate": "statement.txt.jinja"
}

4
Dockerfile
View File

@@ -3,6 +3,6 @@ FROM python:3.8-slim-buster
COPY requirements.txt requirements.txt COPY requirements.txt requirements.txt
RUN pip3 install -r requirements.txt RUN pip3 install -r requirements.txt
COPY . . COPY mortgage/ .
CMD [ "python3", "-m" , "flask", "run", "--host=0.0.0.0"] CMD [ "python3", "-m" , "web", "run", "--host=0.0.0.0"]

255
_Archive_Greenfield_Lane_Mortgage.loan
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@@ -1,255 +0,0 @@
{
"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": "builcuouzobxroow",
"subject": "Your loan statement..."
},
"lender": {
"city": "Washington",
"name": "Rivanna Graphite Investments, LLC",
"zip": "20001",
"phone": "703.343.0782",
"state": "DC",
"address": "1720 New Jersey Ave NW Unit 401"
},
"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"
],
[
"2020-03-06",
"803",
"32.12"
],
[
"2020-03-13",
"803.00"
],
[
"2020-04-15",
"803.00"
],
[
"2020-05-13",
"803.00"
],
[
"2020-06-16",
"803.00"
],
[
"2020-07-15",
"803"
],
[
"2020-08-13",
"803"
],
[
"2020-09-17",
"803"
],
[
"2020-10-15",
"803",
"0.00"
],
[
"2020-11-16",
"803.00",
"0"
],
[
"2020-12-15",
"803.00",
"0.00"
],
[
"2021-01-13",
"803.00",
"0"
],
[
"2021-02-16",
"803.00",
"0"
],
[
"2021-03-22",
"0",
"32.12"
],
[
"2021-04-14",
"803.00",
"0.00"
],
[
"2021-05-18",
"803.00",
"0"
],
[
"2021-06-15",
"803.00",
"0"
],
[
"2021-07-31",
"0",
"32.12"
],
[
"2021-08-18",
"803",
"0.00",
"False"
],
[
"2021-09-24",
"803",
"0.00",
"False"
],
[
"2021-09-25",
"0",
"0.00",
"False"
]
],
"borrower": {
"city": "Alexandria",
"state": "VA",
"name": "Bear Houses, LLC",
"zip": "22312",
"address": "301 N Beauregard St Apt 203"
},
"txtTemplate": "statement.txt.jinja"
}

128
_Archive_Greenfield_Lane_Refinance-1.loan
View File

@@ -1,128 +0,0 @@
{
"htmlTemplate": "statement.pdf.jinja",
"parameters": {
"monthly_payment": 831.0,
"interest_rate": 5.5,
"start_interest_date": "2021-10-13",
"payment_day_of_month": "15",
"first_payment_month": "2021-11-15",
"account_number": "21-0004",
"periods": 180,
"start_date": "2021-10-13",
"periods_per_year": 12,
"principal": 101123.26
},
"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": "builcuouzobxroow",
"subject": "Your loan statement..."
},
"lender": {
"city": "Washington",
"name": "Rivanna Graphite Investments, LLC",
"zip": "20001",
"phone": "703.343.0782",
"state": "DC",
"address": "1720 New Jersey Ave NW Unit 401"
},
"header": {
"date": "Today",
"title": "Mortgage Loan Statement - 195 Greenfield Lane, Pearl MS"
},
"payments": [
[
"2021-10-14",
"803",
"0.00",
"False"
],
[
"2021-10-14",
"28",
"0.00",
"False"
],
[
"2021-10-18",
"28",
"0.00",
"False"
],
[
"2021-11-16",
"803.00",
"0.00",
"False"
],
[
"2021-11-19",
"28",
"0.00",
"False"
],
[
"2022-02-10",
"831",
"0.00",
"False"
],
[
"2022-04-04",
"1000",
"55.00",
"False"
],
[
"2022-05-15",
"0",
"0.00",
"False"
],
[
"2022-06-15",
"0",
"0.00",
"False"
],
[
"2022-07-15",
"0",
"0.00",
"False"
],
[
"2022-07-26",
"803",
"0.00",
"False"
],
[
"2022-08-12",
"0",
"0.00",
"False"
],
[
"2022-08-12",
"101508.04",
"0.00",
"False"
]
],
"borrower": {
"city": "Alexandria",
"state": "VA",
"name": "Bear Houses, LLC",
"zip": "22312",
"address": "301 N Beauregard St Apt 203"
},
"txtTemplate": "statement.txt.jinja"
}

50
_Archive_Old_Harbor_Bend_Mortgage.loan
View File

@@ -1,50 +0,0 @@
{
"htmlTemplate": "statement.pdf.jinja",
"parameters": {
"monthly_payment": 848,
"interest_rate": 5.75,
"start_interest_date": "2022-08-12",
"payment_day_of_month": "15",
"first_payment_month": "2022-09-15",
"account_number": "22-0001",
"periods": 180,
"start_date": "2022-08-12",
"periods_per_year": 12,
"principal": 101508.04
},
"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": "builcuouzobxroow",
"subject": "Your loan statement..."
},
"lender": {
"city": "Washington",
"name": "Rivanna Graphite Investments, LLC",
"zip": "20001",
"phone": "703.343.0782",
"state": "DC",
"address": "1720 New Jersey Ave NW Unit 401"
},
"header": {
"date": "Today",
"title": "Mortgage Loan Statement - Harbor Bend Loan 1"
},
"payments": [
],
"borrower": {
"city": "Alexandria",
"state": "VA",
"name": "Bear Houses, LLC",
"zip": "22312",
"address": "301 N Beauregard St Apt 203"
},
"txtTemplate": "statement.txt.jinja"
}

137
_Archive_Wayneland_Mortgage.loan
View File

@@ -1,137 +0,0 @@
{
"htmlTemplate": "statement.pdf.jinja",
"parameters": {
"monthly_payment": 175.55,
"interest_rate": 4.5,
"start_interest_date": "2020-07-15",
"payment_day_of_month": "15",
"first_payment_month": "2020-08-15",
"account_number": "100003",
"periods": 60,
"start_date": "2020-07-15",
"periods_per_year": 12,
"principal": 16884
},
"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": "builcuouzobxroow",
"subject": "Your loan statement..."
},
"lender": {
"city": "Washington",
"name": "Rivanna Graphite Investments, LLC",
"zip": "20008",
"phone": "703.343.0782",
"state": "DC",
"address": "3100 Connecticut Ave NW Apt 144"
},
"header": {
"date": "Today",
"title": "Mortgage Loan Statement - 5025 Wayneland Drive Apt D11 Jackson MS 39211"
},
"payments": [
[
"2020-08-27",
"175.55"
],
[
"2020-09-30",
"175.55"
],
[
"2020-10-19",
"175.55",
"0.00"
],
[
"2020-12-01",
"0",
"17.55"
],
[
"2020-12-29",
"0",
"17.55"
],
[
"2021-01-20",
"175.55",
"0"
],
[
"2021-02-15",
"0.00",
"17.55"
],
[
"2021-03-12",
"175.55",
"0.00"
],
[
"2021-04-15",
"0",
"17.55"
],
[
"2021-05-17",
"0",
"17.55"
],
[
"2021-06-30",
"0",
"0.00"
],
[
"2021-07-29",
"175.55",
"17.55"
],
[
"2021-08-09",
"175.55",
"0"
],
[
"2021-08-10",
"175.55",
"0",
"extra"
],
[
"2021-09-03",
"175.55",
"0.00",
"False"
],
[
"2021-09-17",
"175.55",
"0.00",
"False"
],
[
"2021-09-18",
"0",
"0.00",
"False"
]
],
"borrower": {
"city": "Alexandria",
"state": "VA",
"name": "Bear Houses, LLC",
"zip": "22312",
"address": "301 N Beauregard St Apt 203"
},
"txtTemplate": "statement.txt.jinja"
}

2
mortgage/templates/add.html
View File

@@ -17,6 +17,6 @@
<tr><td>{{message}}</td></tr> <tr><td>{{message}}</td></tr>
{% endfor %} {% endfor %}
</table> </table>
<a href="/?loan={{filename}}">Return to Main Screen</a>. <a href="/?loan={{document_id}}">Return to Main Screen</a>.
</body> </body>
</html> </html>

2
mortgage/templates/email.html
View File

@@ -13,7 +13,7 @@
<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p> <p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
<p> The email has been sent.</p> <p> The email has been sent.</p>
<a href="/?loan={{filename}}">Return to Main Screen</a>. <a href="/?loan={{document_id}}">Return to Main Screen</a>.
</body> </body>
</html> </html>

16
mortgage/templates/main.html
View File

@@ -16,10 +16,10 @@
<td> <td>
<select name="loan" id="loan"> <select name="loan" id="loan">
{% for loan in loans %} {% for loan in loans %}
{% if loan.filename==filename %} {% if loan.document_id==document_id %}
<option value="{{loan.filename}}" selected>{{loan.name}}</option> <option value="{{loan.document_id}}" selected>{{loan.name}}</option>
{% else %} {% else %}
<option value="{{loan.filename}}">{{loan.name}}</option> <option value="{{loan.document_id}}">{{loan.name}}</option>
{% endif %} {% endif %}
{% endfor %} {% endfor %}
</select> </select>
@@ -44,8 +44,8 @@
<li><a href="#loan_history">Loan History</a></li> <li><a href="#loan_history">Loan History</a></li>
<li><a href="#loan_amortization">Future Amortization</a></li> <li><a href="#loan_amortization">Future Amortization</a></li>
<li><a href="#email">Email Statement</a></li> <li><a href="#email">Email Statement</a></li>
<li><a href="#add_payment">Add Payment</a></li> <li><a href="#add_payment">Add a Regular Payment</a></li>
<li><a href="#add_extra_payment">Add Payment</a></li> <li><a href="#add_extra_payment">Add an Extra Payment</a></li>
</ul> </ul>
<div id="loan_information"> <div id="loan_information">
<table align="center" border="1px"> <table align="center" border="1px">
@@ -163,12 +163,12 @@
</td></tr> </td></tr>
<tr><td><button>Send Statement</button></td></tr> <tr><td><button>Send Statement</button></td></tr>
</table> </table>
<input type="hidden" name='loan' value="{{filename}}" /> <input type="hidden" name='loan' value="{{document_id}}" />
</form> </form>
</div> </div>
<div id="add_payment"> <div id="add_payment">
<form name="AddPayment" method="post" action="/update_file"> <form name="AddPayment" method="post" action="/update_file">
<input type="hidden" name="loan" value="{{filename}}" /> <input type="hidden" name="loan" value="{{document_id}}" />
<table align="center" border="1px" width="75%"> <table align="center" border="1px" width="75%">
<tr><td align="center" bgcolor="darkgrey">Record a Payment</td></tr> <tr><td align="center" bgcolor="darkgrey">Record a Payment</td></tr>
<tr><td bgcolor="beige">Payment Date:</td></tr> <tr><td bgcolor="beige">Payment Date:</td></tr>
@@ -184,7 +184,7 @@
</div> </div>
<div id="add_extra_payment"> <div id="add_extra_payment">
<form name="AddExtraPayment" method="post" action="/update_file"> <form name="AddExtraPayment" method="post" action="/update_file">
<input type="hidden" name="loan" value="{{filename}}" /> <input type="hidden" name="loan" value="{{document_id}}" />
<table align="center" border="1px" width="75%"> <table align="center" border="1px" width="75%">
<tr><td align="center" bgcolor="darkgrey">Record an Extra Payment</td></tr> <tr><td align="center" bgcolor="darkgrey">Record an Extra Payment</td></tr>
<tr><td bgcolor="beige">Payment Date:</td></tr> <tr><td bgcolor="beige">Payment Date:</td></tr>

108
mortgage/web.py
View File

@@ -10,9 +10,12 @@ from email.mime.multipart import MIMEMultipart
from email.mime.text import MIMEText from email.mime.text import MIMEText
from email.mime.base import MIMEBase from email.mime.base import MIMEBase
from email import encoders from email import encoders
import couchdb
couch = couchdb.Server('https://admin:ams19230@couch.jkent.org:443/')
database = couch['mortgage']
module_directory = os.path.dirname(__file__) module_directory = os.path.dirname(__file__)
app_directory = os.path.normpath(os.path.join(module_directory, ".."))
loader = jinja2.FileSystemLoader([os.path.join(module_directory, "templates")]) loader = jinja2.FileSystemLoader([os.path.join(module_directory, "templates")])
environment = jinja2.Environment(loader=loader) environment = jinja2.Environment(loader=loader)
app = Flask(__name__) app = Flask(__name__)
@@ -24,31 +27,31 @@ app = Flask(__name__)
@app.route('/') @app.route('/')
def hello(): def hello():
loans = getLoanFiles(app_directory) loans = getLoanFiles(database)
#if a loan was not specified, choose the first loan and reload page with it #if a loan was not specified, choose the first loan and reload page with it
if 'loan' in request.args: if 'loan' in request.args:
filename = request.args["loan"] document_id = request.args["loan"]
else: else:
return redirect('/?loan=' + loans[0]['filename']) return redirect('/?loan=' + loans[0]['document_id'])
loan = loadLoanInformation(getFullPathOfLoanFile(filename)) loan = loadLoanInformation(document_id)
amortizeLoan(loan) amortizeLoan(loan)
return render_template('main.html', filename=filename, loans=loans, model=loan) return render_template('main.html', document_id=document_id, loans=loans, model=loan)
@app.route('/update_file', methods=['POST']) @app.route('/update_file', methods=['POST'])
def update_file(): def update_file():
messages = [] messages = []
loanFile = request.form["loan"] document_id = request.form["loan"]
data = getDatastore(getFullPathOfLoanFile(loanFile)) document = getDatastore(document_id)
late_fee = Decimal('0.00').quantize(Decimal('1.00')) late_fee = Decimal('0.00').quantize(Decimal('1.00'))
extra_payment = False extra_payment = False
payment_amount = Decimal('0.00').quantize(Decimal('1.00')) payment_amount = Decimal('0.00').quantize(Decimal('1.00'))
payment_history = data["payments"] payment_history = document["payments"]
todays_date = str(datetime.now().strftime("%Y-%m-%d")) todays_date = str(datetime.now().strftime("%Y-%m-%d"))
if 'date' in request.form: if 'date' in request.form:
if request.form['date'] == '': if request.form['date'] == '':
@@ -88,44 +91,25 @@ def update_file():
extra_payment = True extra_payment = True
if proceed_flag is True: if proceed_flag is True:
try: payment_history.append([payment_date, str(payment_amount), str(late_fee), str(extra_payment)])
backup_filename = loanFile + ".backup-" + datetime.now().strftime("%Y-%m-%d %H-%M-%S") + ".json" database[document_id]=document
backup_file = open(getFullPathOfLoanFile(backup_filename), 'w+') messages.append("The payment was successfully written. ")
json.dump(data, backup_file, indent=2)
backup_file.close()
except:
messages.append("A backup file could not be created. Your payment was not recorded.")
proceed_flag = False
else:
messages.append("A backup of your file was created: '" + backup_filename + "'")
if proceed_flag is True:
try:
payment_history.append([payment_date, str(payment_amount), str(late_fee), str(extra_payment)])
file = open(getFullPathOfLoanFile(loanFile), 'w+')
json.dump(data, file, indent=2)
file.close()
except:
messages.append("An error occurred writing to the file. Your payment file may be corrupt, " +
"please consider rolling back to the backup created above.")
else:
messages.append("The payment was successfully written. ")
# see if an email notification was requested, if not, exit now # see if an email notification was requested, if not, exit now
if 'notify' not in request.form: if 'notify' not in request.form:
messages.append("Payment notification email not requested.") messages.append("Payment notification email not requested.")
return render_template('add.html', filename=loanFile, messages=messages) return render_template('add.html', document_id=document_id, messages=messages)
messages.append("Payment notification email requested.") messages.append("Payment notification email requested.")
# send email # send email
emailParameters = data["email"] emailParameters = document["email"]
result = {} result = {}
payment = {} payment = {}
result['payment'] = payment result['payment'] = payment
payment['today'] = todays_date payment['today'] = todays_date
payment['date'] = payment_date payment['date'] = payment_date
payment['payer'] = data['borrower']['name'] payment['payer'] = document['borrower']['name']
payment['payee'] = data['lender']['name'] payment['payee'] = document['lender']['name']
payment['amount'] = payment_amount payment['amount'] = payment_amount
payment['late_fee'] = late_fee payment['late_fee'] = late_fee
payment['extra_payment'] = extra_payment payment['extra_payment'] = extra_payment
@@ -135,16 +119,16 @@ def update_file():
msg = generatePaymentNotificationEmail(emailParameters["from_address"], emailParameters["to_address"], msg = generatePaymentNotificationEmail(emailParameters["from_address"], emailParameters["to_address"],
subject, html) subject, html)
sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password']) sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password'])
return render_template('add.html', filename=loanFile, messages=messages) return render_template('add.html', document_id=document_id, messages=messages)
@app.route('/send_statement', methods=['POST']) @app.route('/send_statement', methods=['POST'])
def send_statement(): def send_statement():
loanFile = request.form["loan"] document_id = request.form["loan"]
subject = request.form["subject"] subject = request.form["subject"]
message = request.form["message"] message = request.form["message"]
loan = loadLoanInformation(getFullPathOfLoanFile(loanFile)) loan = loadLoanInformation(document_id)
amortizeLoan(loan) amortizeLoan(loan)
reportCreated = False reportCreated = False
@@ -172,7 +156,7 @@ def send_statement():
sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password']) sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password'])
return render_template('email.html', filename=loanFile) return render_template('email.html', document_id=document_id)
###### ######
@@ -181,37 +165,27 @@ def send_statement():
def getLoanFiles(directory): def getLoanFiles(directory):
#iterate over each of the documents found in the mortgage couchdb
#database and pull their display name
loans = [] loans = []
directory = os.path.normpath(directory) for document_id in database:
print("Directory {}".format(directory)) document = database[document_id]
fileNames = os.listdir(directory) displayName = document['displayName']
fileNames.sort() loans.append(createLoanEntryMenuItem(displayName, document_id))
for filename in fileNames:
if filename.endswith(".loan"):
displayName = filename.removesuffix(".loan").replace("_"," ")
loans.append(createLoanEntryMenuItem("{0}".format(displayName), filename))
return loans return loans
def createLoanEntryMenuItem(loanName, fileName): def createLoanEntryMenuItem(loanName, document_id):
x = {} x = {}
x['name'] = loanName x['name'] = loanName
x['filename'] = fileName x['document_id'] = document_id
return x return x
def getFullPathOfLoanFile(filename):
app_path = os.path.dirname(__file__)
file_path = os.path.normpath(os.path.join(os.path.dirname(__file__),'..'))
print("App Path: {0}\nFile Path: {1}".format(app_path, file_path))
return os.path.join(file_path, filename)
###### ######
# Datastore Manipulation Functions # Datastore Manipulation Functions
###### ######
def getStatementHeader(datastore): def getStatementHeader(datastore):
return datastore['header'] return datastore['header']
@@ -220,8 +194,8 @@ def getEmailInformation(datastore):
return datastore['email'] return datastore['email']
def loadLoanInformation(filename): def loadLoanInformation(document_id):
datastore = getDatastore(filename) datastore = getDatastore(document_id)
loanModel = {} loanModel = {}
loanModel['datastore'] = datastore loanModel['datastore'] = datastore
@@ -273,18 +247,11 @@ def getBorrower(datastore):
return datastore['borrower'] return datastore['borrower']
def getDatastore(filename=None): def getDatastore(document_id=None):
try: if document_id == None:
if filename: quit("Invalid document.")
with open(filename, 'r') as f:
datastore = json.load(f)
except Exception as e:
print("An error occurred opening your loan file '%s'. " % filename)
print("The Exception:")
print(e.__repr__())
quit()
datastore = database[document_id]
return datastore return datastore
###### ######
@@ -479,7 +446,6 @@ def generatePaymentNotificationEmail(from_address, to_address, subject, html):
msg['From'] = from_address msg['From'] = from_address
msg['To'] = to_address msg['To'] = to_address
#msg.attach(MIMEText(body))
part = MIMEBase("text", "html") part = MIMEBase("text", "html")
part.set_payload(html) part.set_payload(html)
encoders.encode_base64(part) encoders.encode_base64(part)