Web version updated to allow sending emails.
This commit is contained in:
JohnKent
18
templates/add.html
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18
templates/add.html
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<html>
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<head>
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<link rel="stylesheet" href="//code.jquery.com/ui/1.12.1/themes/base/jquery-ui.css">
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<link rel="stylesheet" href="/resources/demos/style.css">
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<script src="https://code.jquery.com/jquery-1.12.4.js"></script>
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<script src="https://code.jquery.com/ui/1.12.1/jquery-ui.js"></script>
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<script>
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$( function() { $( "#tabs" ).tabs(); } );
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</script>
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<title>Loan Management</title>
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</head>
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<body>
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<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
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<a href="/?loan={{filename}}">Return to Main Screen</a>.
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</body>
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</html>
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19
templates/email.html
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19
templates/email.html
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<html>
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<head>
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<link rel="stylesheet" href="//code.jquery.com/ui/1.12.1/themes/base/jquery-ui.css">
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<link rel="stylesheet" href="/resources/demos/style.css">
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<script src="https://code.jquery.com/jquery-1.12.4.js"></script>
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<script src="https://code.jquery.com/ui/1.12.1/jquery-ui.js"></script>
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<script>
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$( function() { $( "#tabs" ).tabs(); } );
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</script>
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<title>Loan Management</title>
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</head>
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<body>
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<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
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<p> The email has been sent.</p>
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<a href="/?loan={{filename}}">Return to Main Screen</a>.
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</body>
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</html>
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@@ -10,7 +10,7 @@
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<title>Loan Management</title>
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</head>
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<body>
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<p align="center">Web Mortgage Manager</p>
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<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
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<form>
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<table><tr>
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<td>Loan:</td>
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@@ -131,21 +131,24 @@
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</div>
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<div id="email">
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<form name="Send Statement" method="post" action="/send_statement">
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<table>
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<tr><td colspan="2">Generate and Send Statement</td></tr>
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<tr><td>Send From:</td><td>{{model.email.from_address}}</td></tr>
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<tr><td>Send To:</td><td>{{model.email.to_address}}</td></tr>
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<tr><td>Topic:</td><td><input type="text" name="title" value="{{model.email.subject}}"></td></tr>
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<tr><td>Message Body:</td><td><input type="textarea" name="message" value="{{model.email.body}}"></td></tr>
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<tr><td>Send Statement As:</td><td><select name="style">
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<option value="attach">Attachment</option>
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<option value="embed">Embedded</option>
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</select></td></tr>
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<tr><td>Include Future Amortization</td>
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<td><select name="amort">
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<option value="yes">Yes</option>
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<option value="no">No</option>
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</select></td></tr>
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<table align="center" border='1px' width="75%">
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<tr><td align="center" bgcolor="darkgrey">Generate and Send Statement</td></tr>
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<tr><td>Send From: {{model.email.from_address}}<br/>Send To: {{model.email.to_address}}</td></tr>
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<tr><td bgcolor="beige">Subject:</td></tr>
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<tr><td align="center"><textarea type="text" cols="120" name="subject">{{model.email.subject}}</textarea></td></tr>
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<tr><td bgcolor="beige">Message:</td></tr>
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<tr><td align="center"><textarea rows="8" cols="120" name="message">{{model.email.body}}</textarea></td></tr>
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<tr><td bgcolor="beige">Send Statement As:</td></tr>
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<tr><td>
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<input type="checkbox" name="html" value="html"/> HTML
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<input type="checkbox" name="pdf" value="pdf"/> PDF
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<input type="checkbox" name="text" value="text" /> Plain Text
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</td></tr>
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<tr><td bgcolor="beige">Include Future Amortization</td></tr>
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<tr><td>
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<input name="amortization" type="radio" value="yes" checked>Yes
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<input name="amortization" type="radio" value="no">No
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</td></tr>
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<tr><td><button>Send Statement</button></td></tr>
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</table>
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<input hidden="loan" name='loan' value="{{filename}}" />
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84
templates/statement.html.jinja
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84
templates/statement.html.jinja
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<html>
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<body>
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<font face='arial' size='14'><p align='center'>{{ model.header.title }}</p></font>
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<font face='arial' size='10'><p align='center'>{{ model.lender.name }}</p></font>
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<font face='arial' size='8'>
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<p align='center'>{{ model.lender.phone }} - {{ model.lender.address }} -
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{{ model.lender.city }} {{model.lender.state }} {{ model.lender.zip }}</p>
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<p align='right'>Statement Date: {{ model.header.date }}</p>
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<p/>
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<table>
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<thead><tr><th width='45%' align='left'>Loan Information</th><th width='45%'> </th></tr></thead>
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<tbody>
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<tr><td>Borrower: {{ model.borrower.name }} </td> <td>Account Number: {{ model.parameters.account_number }}</td></tr>
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<tr><td>{{ model.borrower.address }} </td> <td>Origination Date: {{ model.parameters.start_date }}</td></tr>
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<tr><td>{{ model.borrower.city }}, {{model.borrower.state }} {{ model.borrower.zip }}</td>
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<td>Original Principal: {{ "$%.2f"|format(model.parameters.principal) }}</td></tr>
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<tr><td>Rate: {{model.parameters.interest_rate }}% </td> <td>Term: {{model.parameters.periods }} months </td></tr>
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<tr><td>Next Payment Due Date: {{model.parameters.next_due_date}} </td> <td>Payment Due: {{ "$%.2f"|format(model.parameters.next_payment_amt) }} </td></tr>
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</tbody>
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</table>
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<p/>
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<p class='section_header' color='red'><font face='arial' size='14'>Payment History</font></p>
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<table>
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<thead><tr>
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<th width='5%'>#</td>
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<th width='10%'>Due Date</th>
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<th width='10%'>Date Paid</th>
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<th width='10%'>Days Interest</th>
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<th width='15%' align='right'>Payment Amt</th>
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<th width='15%' align='right'>Principal Pmt</th>
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<th width='15%' align='right'>Interest Pmt</th>
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<th width='20%' align='right'>New Balance</th>
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</tr></thead>
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<tbody>
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{% for item in model.past_payments %}
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<tr><td align='center'> {{ item.payment_number }} </td>
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<td align='center'> {{ item.bill_date }} </td>
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<td align='center'> {{ item.payment_date }} </td>
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<td align='center'> {{ item.days_of_interest }} </td>
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<td align='right'> {{ "$%.2f"|format(item.payment_amount) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.principal_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.interest_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.new_balance) }} </td>
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</tr>
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{% if item.month == 12 or loop.last %}
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<tr><td colspan='8'"> Total interest paid in {{item.year}} is {{ "$%.2f"|format(item.annual_interest_to_date) }}.</td></tr>
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{% endif %}
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{% endfor %}
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<tr><td colspan='8'"> Total interest paid to date is {{ "$%.2f"|format(model.total_interest_paid_to_date) }}.</td></tr>
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</tbody>
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</table>
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<p/> <p/>
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<p class='section_header'><font face='arial' size='14'>Remaining Amortization</font></p>
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<table>
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<thead>
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<tr>
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<th width='8%'>#</th>
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<th width='15%'>Due Date</th>
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<th width='8%'>Days Interest</th>
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<th width='15%' align='right'>Payment Amt</th>
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<th width='15%' align='right'>Principal Pmt</th>
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<th width='15%' align='right'>Interest Pmt</th>
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<th width='20%' align='right'>Principal Balance</th>
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</tr>
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</thead>
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<tbody>
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{% for item in model.future_payments %}
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<tr><td align='center'> {{ item.payment_number }} </td>
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<td align='center'> {{ item.payment_date }} </td>
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<td align='center'> {{ item.days_of_interest }} </td>
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<td align='right'> {{ "$%.2f"|format(item.payment_amount) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.principal_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.interest_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.new_balance) }} </td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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<p>Balloon Payment Due: {{ "$%.2f"|format(model.balloon_payment) }} </p>
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</font>
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</body>
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</html>
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84
templates/statement.pdf.jinja
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84
templates/statement.pdf.jinja
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<html>
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<body>
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<font face='arial' size='14'><p align='center'>{{ model.header.title }}</p></font>
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<font face='arial' size='10'><p align='center'>{{ model.lender.name }}</p></font>
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<font face='arial' size='8'>
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<p align='center'>{{ model.lender.phone }} - {{ model.lender.address }} -
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{{ model.lender.city }} {{model.lender.state }} {{ model.lender.zip }}</p>
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<p align='right'>Statement Date: {{ model.header.date }}</p>
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<p/>
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<table>
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<thead><tr><th width='45%' align='left'>Loan Information</th><th width='45%'> </th></tr></thead>
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<tbody>
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<tr><td>Borrower: {{ model.borrower.name }} </td> <td>Account Number: {{ model.parameters.account_number }}</td></tr>
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<tr><td>{{ model.borrower.address }} </td> <td>Origination Date: {{ model.parameters.start_date }}</td></tr>
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<tr><td>{{ model.borrower.city }}, {{model.borrower.state }} {{ model.borrower.zip }}</td>
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<td>Original Principal: {{ "$%.2f"|format(model.parameters.principal) }}</td></tr>
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<tr><td>Rate: {{model.parameters.interest_rate }}% </td> <td>Term: {{model.parameters.periods }} months </td></tr>
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<tr><td>Next Payment Due Date: {{model.parameters.next_due_date}} </td> <td>Payment Due: {{ "$%.2f"|format(model.parameters.next_payment_amt) }} </td></tr>
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</tbody>
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</table>
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<p/>
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<p class='section_header' color='red'><font face='arial' size='14'>Payment History</font></p>
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<table>
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<thead><tr>
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<th width='5%'>#</td>
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<th width='10%'>Due Date</th>
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<th width='10%'>Date Paid</th>
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<th width='10%'>Days Interest</th>
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<th width='15%' align='right'>Payment Amt</th>
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<th width='15%' align='right'>Principal Pmt</th>
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<th width='15%' align='right'>Interest Pmt</th>
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<th width='20%' align='right'>New Balance</th>
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</tr></thead>
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<tbody>
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{% for item in model.past_payments %}
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<tr><td align='center'> {{ item.payment_number }} </td>
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<td align='center'> {{ item.bill_date }} </td>
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<td align='center'> {{ item.payment_date }} </td>
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<td align='center'> {{ item.days_of_interest }} </td>
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<td align='right'> {{ "$%.2f"|format(item.payment_amount) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.principal_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.interest_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.new_balance) }} </td>
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</tr>
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{% if item.month == 12 or loop.last %}
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<tr><td colspan='8'"> Total interest paid in {{item.year}} is {{ "$%.2f"|format(item.annual_interest_to_date) }}.</td></tr>
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{% endif %}
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{% endfor %}
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<tr><td colspan='8'"> Total interest paid to date is {{ "$%.2f"|format(model.total_interest_paid_to_date) }}.</td></tr>
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</tbody>
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</table>
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<p/> <p/>
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<p class='section_header'><font face='arial' size='14'>Remaining Amortization</font></p>
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<table>
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<thead>
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<tr>
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<th width='8%'>#</th>
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<th width='15%'>Due Date</th>
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<th width='8%'>Days Interest</th>
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<th width='15%' align='right'>Payment Amt</th>
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<th width='15%' align='right'>Principal Pmt</th>
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<th width='15%' align='right'>Interest Pmt</th>
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<th width='20%' align='right'>Principal Balance</th>
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</tr>
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</thead>
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<tbody>
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{% for item in model.future_payments %}
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<tr><td align='center'> {{ item.payment_number }} </td>
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<td align='center'> {{ item.payment_date }} </td>
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<td align='center'> {{ item.days_of_interest }} </td>
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<td align='right'> {{ "$%.2f"|format(item.payment_amount) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.principal_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.interest_payment) }} </td>
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<td align='right'> {{ "$%.2f"|format(item.new_balance) }} </td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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<p>Balloon Payment Due: {{ "$%.2f"|format(model.balloon_payment) }} </p>
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</font>
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</body>
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</html>
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49
templates/statement.text.jinja
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49
templates/statement.text.jinja
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@@ -0,0 +1,49 @@
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Original Principal Balance: {{ original_principal_balance }}
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Payment History
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#\tBill Date
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Payment Date
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Days of Interest
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Payment Amount
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Principal Payment
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Interest Payment
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New Balance
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{% for item in past_payments %}
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{{ item.payment_number }}
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{{ item.bill_date }}
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{{ item.payment_date }}
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{{ item.days_of_interest }}
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{{ item.payment_amount }}
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{{ item.principal_payment }}
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{{ item.interest_payment }}
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{{ item.new_balance }}
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{% if item.print_interest_total %}
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{{ item.interest_total_message }}
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{% endif %}
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{% endfor %}
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Total interest paid to date is {{ total_interest_paid_to_date }}.
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Remaining Amortization
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#
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Days of Interest
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Due Date
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Payment Amount
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Scheduled Principal Payment
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Scheduled Interest Payment
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Expected New Balance
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{% for item in future_payments %}
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{{ item.payment_number }}
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{{ item.days_of_interest }}
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{{ item.payment_date }}
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{{ item.payment_amount }}
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{{ item.principal_payment }}
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{{ item.interest_payment }}
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{{ item.new_balance }}
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{% endfor %}
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Balloon Payment Due: {{ balloon_payment }}
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