RivannaGraphiteInvestmentsLLC/mortgage
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Web version updated to allow sending emails.

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This commit is contained in:
JohnKent
2019-07-08 00:27:38 -04:00
parent a304869708
commit e9fefb1a1a
7 changed files with 273 additions and 23 deletions
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18
templates/add.html Normal file
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@@ -0,0 +1,18 @@
<html>
<head>
<link rel="stylesheet" href="//code.jquery.com/ui/1.12.1/themes/base/jquery-ui.css">
<link rel="stylesheet" href="/resources/demos/style.css">
<script src="https://code.jquery.com/jquery-1.12.4.js"></script>
<script src="https://code.jquery.com/ui/1.12.1/jquery-ui.js"></script>
<script>
$( function() { $( "#tabs" ).tabs(); } );
</script>
<title>Loan Management</title>
</head>
<body>
<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
<a href="/?loan={{filename}}">Return to Main Screen</a>.
</body>
</html>

19
templates/email.html Normal file
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@@ -0,0 +1,19 @@
<html>
<head>
<link rel="stylesheet" href="//code.jquery.com/ui/1.12.1/themes/base/jquery-ui.css">
<link rel="stylesheet" href="/resources/demos/style.css">
<script src="https://code.jquery.com/jquery-1.12.4.js"></script>
<script src="https://code.jquery.com/ui/1.12.1/jquery-ui.js"></script>
<script>
$( function() { $( "#tabs" ).tabs(); } );
</script>
<title>Loan Management</title>
</head>
<body>
<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
<p> The email has been sent.</p>
<a href="/?loan={{filename}}">Return to Main Screen</a>.
</body>
</html>

35
templates/main.html
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@@ -10,7 +10,7 @@
<title>Loan Management</title> <title>Loan Management</title>
</head> </head>
<body> <body>
<p align="center">Web Mortgage Manager</p> <p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
<form> <form>
<table><tr> <table><tr>
<td>Loan:</td> <td>Loan:</td>
@@ -131,21 +131,24 @@
</div> </div>
<div id="email"> <div id="email">
<form name="Send Statement" method="post" action="/send_statement"> <form name="Send Statement" method="post" action="/send_statement">
<table> <table align="center" border='1px' width="75%">
<tr><td colspan="2">Generate and Send Statement</td></tr> <tr><td align="center" bgcolor="darkgrey">Generate and Send Statement</td></tr>
<tr><td>Send From:</td><td>{{model.email.from_address}}</td></tr> <tr><td>Send From: {{model.email.from_address}}<br/>Send To: {{model.email.to_address}}</td></tr>
<tr><td>Send To:</td><td>{{model.email.to_address}}</td></tr> <tr><td bgcolor="beige">Subject:</td></tr>
<tr><td>Topic:</td><td><input type="text" name="title" value="{{model.email.subject}}"></td></tr> <tr><td align="center"><textarea type="text" cols="120" name="subject">{{model.email.subject}}</textarea></td></tr>
<tr><td>Message Body:</td><td><input type="textarea" name="message" value="{{model.email.body}}"></td></tr> <tr><td bgcolor="beige">Message:</td></tr>
<tr><td>Send Statement As:</td><td><select name="style"> <tr><td align="center"><textarea rows="8" cols="120" name="message">{{model.email.body}}</textarea></td></tr>
<option value="attach">Attachment</option> <tr><td bgcolor="beige">Send Statement As:</td></tr>
<option value="embed">Embedded</option> <tr><td>
</select></td></tr> <input type="checkbox" name="html" value="html"/> HTML
<tr><td>Include Future Amortization</td> <input type="checkbox" name="pdf" value="pdf"/> PDF
<td><select name="amort"> <input type="checkbox" name="text" value="text" /> Plain Text
<option value="yes">Yes</option> </td></tr>
<option value="no">No</option> <tr><td bgcolor="beige">Include Future Amortization</td></tr>
</select></td></tr> <tr><td>
<input name="amortization" type="radio" value="yes" checked>Yes
<input name="amortization" type="radio" value="no">No
</td></tr>
<tr><td><button>Send Statement</button></td></tr> <tr><td><button>Send Statement</button></td></tr>
</table> </table>
<input hidden="loan" name='loan' value="{{filename}}" /> <input hidden="loan" name='loan' value="{{filename}}" />

84
templates/statement.html.jinja Normal file
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@@ -0,0 +1,84 @@
<html>
<body>
<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'>{{ model.lender.phone }} - {{ model.lender.address }} -
{{ model.lender.city }} {{model.lender.state }} {{ model.lender.zip }}</p>
<p align='right'>Statement Date: {{ model.header.date }}</p>
<p/>
<table>
<thead><tr><th width='45%' align='left'>Loan Information</th><th width='45%'>&nbsp;</th></tr></thead>
<tbody>
<tr><td>Borrower: {{ model.borrower.name }}&nbsp;</td> <td>Account Number: {{ model.parameters.account_number }}</td></tr>
<tr><td>{{ model.borrower.address }}&nbsp;</td> <td>Origination Date: {{ model.parameters.start_date }}</td></tr>
<tr><td>{{ model.borrower.city }}, {{model.borrower.state }} {{ model.borrower.zip }}</td>
<td>Original Principal: {{ "$%.2f"|format(model.parameters.principal) }}</td></tr>
<tr><td>Rate: {{model.parameters.interest_rate }}% </td> <td>Term: {{model.parameters.periods }} months </td></tr>
<tr><td>Next Payment Due Date: {{model.parameters.next_due_date}} </td> <td>Payment Due: {{ "$%.2f"|format(model.parameters.next_payment_amt) }} </td></tr>
</tbody>
</table>
<p/>
<p class='section_header' color='red'><font face='arial' size='14'>Payment History</font></p>
<table>
<thead><tr>
<th width='5%'>#</td>
<th width='10%'>Due Date</th>
<th width='10%'>Date Paid</th>
<th width='10%'>Days Interest</th>
<th width='15%' align='right'>Payment Amt</th>
<th width='15%' align='right'>Principal Pmt</th>
<th width='15%' align='right'>Interest Pmt</th>
<th width='20%' align='right'>New Balance</th>
</tr></thead>
<tbody>
{% 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>
<td align='center'> {{ item.days_of_interest }} </td>
<td align='right'> {{ "$%.2f"|format(item.payment_amount) }} </td>
<td align='right'> {{ "$%.2f"|format(item.principal_payment) }} </td>
<td align='right'> {{ "$%.2f"|format(item.interest_payment) }} </td>
<td align='right'> {{ "$%.2f"|format(item.new_balance) }} </td>
</tr>
{% if item.month == 12 or loop.last %}
<tr><td colspan='8'"> Total interest paid in {{item.year}} is {{ "$%.2f"|format(item.annual_interest_to_date) }}.</td></tr>
{% endif %}
{% endfor %}
<tr><td colspan='8'"> Total interest paid to date is {{ "$%.2f"|format(model.total_interest_paid_to_date) }}.</td></tr>
</tbody>
</table>
<p/> <p/>
<p class='section_header'><font face='arial' size='14'>Remaining Amortization</font></p>
<table>
<thead>
<tr>
<th width='8%'>#</th>
<th width='15%'>Due Date</th>
<th width='8%'>Days Interest</th>
<th width='15%' align='right'>Payment Amt</th>
<th width='15%' align='right'>Principal Pmt</th>
<th width='15%' align='right'>Interest Pmt</th>
<th width='20%' align='right'>Principal Balance</th>
</tr>
</thead>
<tbody>
{% 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>
<td align='right'> {{ "$%.2f"|format(item.payment_amount) }} </td>
<td align='right'> {{ "$%.2f"|format(item.principal_payment) }} </td>
<td align='right'> {{ "$%.2f"|format(item.interest_payment) }} </td>
<td align='right'> {{ "$%.2f"|format(item.new_balance) }} </td>
</tr>
{% endfor %}
</tbody>
</table>
<p>Balloon Payment Due: {{ "$%.2f"|format(model.balloon_payment) }} </p>
</font>
</body>
</html>

6
statement.pdf.jinja → templates/statement.pdf.jinja
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@@ -54,7 +54,8 @@
<p class='section_header'><font face='arial' size='14'>Remaining Amortization</font></p> <p class='section_header'><font face='arial' size='14'>Remaining Amortization</font></p>
<table> <table>
<thead><tr> <thead>
<tr>
<th width='8%'>#</th> <th width='8%'>#</th>
<th width='15%'>Due Date</th> <th width='15%'>Due Date</th>
<th width='8%'>Days Interest</th> <th width='8%'>Days Interest</th>
@@ -62,7 +63,8 @@
<th width='15%' align='right'>Principal Pmt</th> <th width='15%' align='right'>Principal Pmt</th>
<th width='15%' align='right'>Interest Pmt</th> <th width='15%' align='right'>Interest Pmt</th>
<th width='20%' align='right'>Principal Balance</th> <th width='20%' align='right'>Principal Balance</th>
</tr></thead> </tr>
</thead>
<tbody> <tbody>
{% for item in model.future_payments %} {% for item in model.future_payments %}
<tr><td align='center'> {{ item.payment_number }} </td> <tr><td align='center'> {{ item.payment_number }} </td>

0
statement.txt.jinja → templates/statement.text.jinja
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134
web.py
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@@ -2,9 +2,13 @@ from flask import Flask, render_template, request, redirect, url_for
import json import json
from decimal import * from decimal import *
from datetime import * from datetime import *
from jinja2 import Environment, FileSystemLoader import jinja2
from fpdf import FPDF, HTMLMixin from fpdf import FPDF, HTMLMixin
import smtplib import smtplib
import os
loader=jinja2.FileSystemLoader([os.path.join(os.path.dirname(__file__),"templates")])
environment = jinja2.Environment(loader=loader)
from email.MIMEMultipart import MIMEMultipart from email.MIMEMultipart import MIMEMultipart
from email.MIMEText import MIMEText from email.MIMEText import MIMEText
@@ -21,6 +25,7 @@ def hello():
loans.append( addLoan("2 Bear Houses LLC Loan", "9Kloan.json" ) ) loans.append( addLoan("2 Bear Houses LLC Loan", "9Kloan.json" ) )
loans.append( addLoan("3 Brenda Mortgage", "brendamortgage.json" ) ) loans.append( addLoan("3 Brenda Mortgage", "brendamortgage.json" ) )
loans.append( addLoan("4 Dad Mortgage", "dadmortgage.json") ) loans.append( addLoan("4 Dad Mortgage", "dadmortgage.json") )
loans.append( addLoan("5 Test Loan", "testloan.json"))
if 'loan' in request.args: if 'loan' in request.args:
filename = request.args["loan"] filename = request.args["loan"]
@@ -34,12 +39,49 @@ def hello():
@app.route('/update_file') @app.route('/update_file')
def update_file(): def update_file():
return loanFile = request.form['loan']
return redirect( '/?loan=' + loan )
@app.route('/send_statement', methods=['POST']) @app.route('/send_statement', methods=['POST'])
def send_statement(): def send_statement():
loan = request.form["loan"] loanFile = request.form["loan"]
redirect( '/?loan=' + loan ) subject = request.form["subject"]
message = request.form["message"]
style = request.form["style"]
loan = loadLoanInformation('/Users/john/PycharmProjects/mortgage/' + loanFile)
amortizeLoan(loan)
reportCreated = False
textReport = pdfReport = htmlReport = None
if 'text' in request.form:
textReport = transformTemplate(selectTemplate('text'), loan)
reportCreated = True
if 'pdf' in request.form:
pdfInterimReport = transformTemplate(selectTemplate('pdf'), loan)
pdfReport = createPDF(pdfInterimReport)
if style == 'embed':
style = 'attach'
reportCreated = True
if ('html' in request.form) or (reportCreated is False):
htmlReport = transformTemplate(selectTemplate('html'), loan)
# send email
emailParameters = loan["email"]
msg = generateEmail( emailParameters["from_address"],
emailParameters["to_address"],
subject,
message, pdfReport, htmlReport, textReport)
sendEmail(msg, emailParameters["from_address"], emailParameters["to_address"], emailParameters['password'])
return render_template('email.html', filename=loanFile)
def addLoan(loanName, fileName): def addLoan(loanName, fileName):
x = {} x = {}
@@ -47,7 +89,10 @@ def addLoan(loanName, fileName):
x['filename'] = fileName x['filename'] = fileName
return x return x
'''from old code''' ###################
# from old code #
###################
def getStatementHeader(datastore): def getStatementHeader(datastore):
return datastore['header'] return datastore['header']
@@ -238,6 +283,85 @@ def amortizeLoan(loan):
loan["future_payments"] = future_payments loan["future_payments"] = future_payments
return return
def transformTemplate(template_fileName, loanModel):
# template_filename = "statement.text.jinja"
# setup jinja for creating the statement
template = environment.get_template(template_fileName)
print loanModel
report = template.render(model=loanModel)
return report
def generateEmail(from_address, to_address, subject, body, pdf, html, txt):
msg = MIMEMultipart()
msg['Subject'] = subject
msg['From'] = from_address
msg['To'] = to_address
msg.attach(MIMEText(body))
if (pdf != None):
part = MIMEBase("application", "octet-stream")
part.set_payload(pdf)
Encoders.encode_base64(part)
part.add_header('Content-Disposition', 'attachment; filename="statement.pdf"')
msg.attach(part)
if (html != None):
part = MIMEBase("text", "html")
part.set_payload(html)
Encoders.encode_base64(part)
part.add_header('Content-Disposition', 'attachment; filename="statement.html"')
msg.attach(part)
if (txt != None):
part = MIMEBase("text", "plain")
part.set_payload(txt)
Encoders.encode_base64(part)
part.add_header('Content-Disposition', 'attachment; filename="statement.txt"')
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
pdf = MyFPDF()
pdf.set_font(family='Arial', size=12)
pdf.add_page()
pdf.write_html(report)
# pdf.output(name='test.pdf', dest='F')
return pdf.output(dest='S')
def selectTemplate(format):
if format == 'html':
return 'statement.html.jinja'
if format == 'pdf':
return 'statement.pdf.jinja'
if format == 'text':
return 'statement.text.jinja'
return 'statement.html.jinja'
if __name__ == '__main__': if __name__ == '__main__':
app.debug = True app.debug = True