218 lines
10 KiB
HTML
218 lines
10 KiB
HTML
<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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<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() { $( "#tabs" ).tabs(); } );
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</script>
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<title>Loan Management</title>
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</head>
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<body>
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<p id="header" align="center"><font face="Arial" size=+2 >Web Mortgage Manager</font></p>
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<form>
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<table><tr>
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<td><font face="Arial">Loan:</font></td>
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<td>
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<select name="loan" id="loan">
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{% for loan in loans %}
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{% if loan.document_id==document_id %}
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<option value="{{loan.document_id}}" selected>{{loan.name}}</option>
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{% else %}
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<option value="{{loan.document_id}}">{{loan.name}}</option>
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{% endif %}
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{% endfor %}
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</select>
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<button>Select</button>
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<button id='manageLoans'>Manage</button>
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</td>
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</table>
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</form>
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<script type="text/javascript">
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$(
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function() {
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$("#loan").change(
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function() {
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this.form.submit();
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});
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});
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</script>
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<p></p>
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<div id="tabs">
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<ul>
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<li><a href="#loan_information">Loan Information</a></li>
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<li><a href="#loan_history">Loan History</a></li>
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<li><a href="#loan_accounting">Loan Accounting</a></li>
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<li><a href="#loan_amortization">Future Amortization</a></li>
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<li><a href="#email">Email Statement</a></li>
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<li><a href="#add_payment">Add a Regular Payment</a></li>
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<li><a href="#add_extra_payment">Add an Extra Payment</a></li>
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</ul>
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<div id="loan_information">
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<table align="center" border="1px">
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<thead><tr><th colspan='2' width='60%' align='center'>Loan Information</th></tr></thead>
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<tbody>
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<tr>
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<td><b>Lender:</b></td>
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<td>{{ model.lender.name }}<br/>{{ model.lender.address }}<br/>
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{{ model.lender.city }} {{model.lender.state }} {{ model.lender.zip }}<br/>
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{{ model.lender.phone }}
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</td></tr>
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<tr><td><b>Borrower:</b></td><td>{{ model.borrower.name }} <br/>{{ model.borrower.address }}
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<br/>{{ model.borrower.city }}, {{model.borrower.state }} {{ model.borrower.zip }}
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</td></tr>
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<tr><td><b>Account Number:</b></td><td>{{ model.parameters.account_number }}</td></tr>
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<tr><td><b>Origination Date:</b></td><td> {{ model.parameters.start_date }}</td></tr>
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<tr><td><b>Original Principal:</b></td><td>{{ "$%.2f"|format(model.parameters.principal) }}</td></tr>
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<tr><td><b>Rate:</b></td><td>{{model.parameters.interest_rate }}% </td></tr>
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<tr><td><b>Term: </b></td><td>{{model.parameters.periods }} months </td></tr>
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<tr><td><b>Next Payment Due Date:</b></td><td> {{model.parameters.next_due_date}} </td></tr>
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<tr><td><b>Payment Due:</b></td><td> {{ "$%.2f"|format(model.parameters.next_payment_amt) }} </td></tr>
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<tr><td><b>Current Balance</b></td><td> {{ "$%.2f"|format(model.current_balance) }}</td></tr>
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<tr><td><b>Daily Interest Accrual:</b></td><td> {{ "$%.2f"|format(model.current_daily_interest_accrual) }}</td></tr>
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</tbody>
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</table>
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<p></p>
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</div>
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<div id="loan_history">
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<table border="1px" align="center">
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<thead>
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<tr>
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<th colspan="9">Loan History</th>
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</tr>
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<tr>
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<th width='5%'>#</th>
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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='12%' align='right'>Payment Amt</th>
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<th width='12%' align='right'>Principal Pmt</th>
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<th width='12%' align='right'>Interest Pmt</th>
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<th width='10%' align='right'>Late Fee</th>
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<th width='24%' align='right'>New 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.past_payments %}
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<tr>
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<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'> {{ "$%.2f"|format(item.late_fee) }} </td>
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<td align='right'> {{ "$%.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='9'> Total interest paid in {{item.year}} is {{ "$%.2f"|format(item.annual_interest_to_date) }}.</td></tr>
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{% endif %}
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{% endfor %}
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<tr><td colspan='9'> Total interest paid to date is {{ "$%.2f"|format(model.total_interest_paid_to_date) }}.</td></tr>
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</tbody>
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</table>
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</div>
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<div id="loan_accounting">
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<h3>Loan Accounting</h3>
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<textarea border="1px" width="70%" cols="120" rows="25">
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{% for item in model.past_payments | reverse %}
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{{item.payment_date }} * "{{item.payee}}" "{{item.payee}} Mortgage Payment {{ item.payment_number}}"
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{{item.payment_account}} {{ "%.2f"|format(item.payment_amount * -1) }} USD
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{{item.loan_account}} {{ "%.2f"|format(item.principal_payment) }} USD
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{{item.interest_account}} {{ "%.2f"|format(item.interest_payment) }} USD
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{% if item.late_fee != 0 %}
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{{item.late_fee_account}} {{ "%.2f"|format(item.late_fee) }} USD
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{% endif %}
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{% endfor %}
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</textarea>
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</div>
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<div id="loan_amortization">
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<table border="1px">
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<thead>
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<tr>
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<th colspan="7">Remaining Amortization</th>
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</tr>
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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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<tr colspan="7">Balloon Payment Due: {{ "$%.2f"|format(model.balloon_payment) }}</tr>
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</tbody>
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</table>
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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 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 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 type="hidden" name='loan' value="{{document_id}}" />
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</form>
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</div>
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<div id="add_payment">
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<form name="AddPayment" method="post" action="/update_file">
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<input type="hidden" name="loan" value="{{document_id}}" />
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<table align="center" border="1px" width="75%">
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<tr><td align="center" bgcolor="darkgrey">Record a Payment</td></tr>
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<tr><td bgcolor="beige">Payment Date:</td></tr>
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<tr><td><input type="date" name="date"></td></tr>
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<tr><td bgcolor="beige">Payment Amount:</td></tr>
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<tr><td><input type="text" name="amount"></td></tr>
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<tr><td bgcolor="beige">Late Fee Amount:</td></tr>
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<tr><td><input type="text" name="latefee"></td></tr>
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<tr><td><input name="notify" type="checkbox" value="notify"/>Send Payment Recorded Notification</td></tr>
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<tr><td><button>Record Payment</button></td></tr>
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</table>
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</form>
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</div>
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<div id="add_extra_payment">
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<form name="AddExtraPayment" method="post" action="/update_file">
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<input type="hidden" name="loan" value="{{document_id}}" />
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<table align="center" border="1px" width="75%">
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<tr><td align="center" bgcolor="darkgrey">Record an Extra Payment</td></tr>
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<tr><td bgcolor="beige">Payment Date:</td></tr>
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<tr><td><input type="date" name="date"></td></tr>
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<tr><td bgcolor="beige">Payment Amount:</td></tr>
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<tr><td><input type="text" name="amount"></td></tr>
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<tr><td><input name="notify" type="checkbox" value="notify"/>Send Payment Recorded Notification</td></tr>
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<tr><td><button>Record Extra Payment</button></td></tr>
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</table>
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</form>
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</div>
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</div>
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</body>
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</html> |