{% include "financialInputs/customerPreference.html" %}
diff --git a/blocnote/apps/financialInputs/templates/financialInputs/loanOptions.html b/blocnote/apps/financialInputs/templates/financialInputs/loanOptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..08bddccfd144d1b85e1d698fb9ea77ff4a45c8d1
--- /dev/null
+++ b/blocnote/apps/financialInputs/templates/financialInputs/loanOptions.html
@@ -0,0 +1,29 @@
+
+
Loan Options
+
+
+
diff --git a/blocnote/apps/financialInputs/urls.py b/blocnote/apps/financialInputs/urls.py
index 8856aed8d065ed1e90ccf7034c71e7d213bb24e7..ce55b448c3ba52ec85c79e4b01602416bed513a1 100644
--- a/blocnote/apps/financialInputs/urls.py
+++ b/blocnote/apps/financialInputs/urls.py
@@ -11,4 +11,5 @@ urlpatterns = [
url(r'^liabilities/$', views.LiabilitiesTable.as_view(), name='liabilities'),
url(r'^cash-balance/$', views.CashBalanceView.as_view(), name='cash_balance'),
url(r'^income-statement/$', views.IncomeStatementTable.as_view(), name='income_statement'),
+ url(r'^loan-options/$', views.LoanOptionsTable.as_view(), name='loan_options'),
]
diff --git a/blocnote/apps/financialInputs/views.py b/blocnote/apps/financialInputs/views.py
index b909292d6b7fa60662cd5d1d2a0afe9e2234ed0a..905c7b25475ece6d45f4f31deebb47c602928b1d 100644
--- a/blocnote/apps/financialInputs/views.py
+++ b/blocnote/apps/financialInputs/views.py
@@ -9,7 +9,7 @@ from bpfin.utilbills.bill_backend_call import bill_prior_proj_rough_annual
from bpfin.financials.financial_lib import organize_bill_overview
from bpfin.financials.financial_lib import Income_Statement_Table
-from .models import FinancingOverview, Bills, BillsOverview, CustomerPreference, EstimationAlgorithm, Liabilities, CashBalance, IncomeStatement
+from .models import Fund, FinancingOverview, Bills, BillsOverview, CustomerPreference, EstimationAlgorithm, Liabilities, CashBalance, IncomeStatement, LoanOptions, DefaultLoan, Lender
from .forms import BlocNoteHeaderForm
@@ -952,3 +952,155 @@ class IncomeStatementTable(View):
result.append(record)
instance['result'] = result
return JsonResponse({'instance': instance})
+
+
+class LoanOptionsTable(View):
+ """Select loan options for the building."""
+
+ model = LoanOptions
+
+ def get_default_loans(self, default_loan_options_objs):
+ """Return the default loans given model object.
+
+ Args:
+ default_loan_options_objs: List of default loan objects for the stored fund.
+
+ Returns:
+ result: Dictionary with loan terms for the fund.
+ """
+ result = []
+ for obj in default_loan_options_objs:
+ record = {}
+ record['lender'] = obj.lender.name
+ record['interest_rate'] = obj.interest_rate
+ record['duration'] = obj.duration
+ record['max_loan_amount'] = obj.max_loan_amount
+ result.append(record)
+ return result
+
+ def get(self, request, building_id):
+ """Handle HTTP GET request.
+
+ Args:
+ request: HTTP GET request. Request has 3 options- delete-loan-options, default and all-loans.
+ building_id: id of the building.
+
+ Returns:
+ JsonResponse: response is a dictionary. Detailed explanation is provided below.
+ """
+ result = []
+ lenders = []
+ response = {}
+ # Obtain the type of request.
+ get_type = request.GET.get('loans')
+
+ # delete-loan-options request deletes existing loan options stored. This happens when the user changes the fund
+ # for the building. Since fund and lender loans go in pair, anything stored prior to this is not needed.
+ if get_type == 'delete-loan-options':
+ self.model.objects.filter(building_id=building_id).delete()
+ return JsonResponse(response)
+
+ # Fetch the fund selected for this building. If fund not selected yet, return load as false to indicate the
+ # frontend not to load the loan options table.
+ financing_overview_obj = FinancingOverview.objects.filter(
+ building_id=building_id,
+ )
+ if financing_overview_obj:
+ fund_id = financing_overview_obj[0].fund.id
+ else:
+ response = {
+ 'load': False,
+ }
+ return JsonResponse(response)
+
+ # Retreive the default loan options objects for the fund selected.
+ default_loan_options_objs = DefaultLoan.objects.filter(
+ fund=fund_id,
+ )
+
+ # Retrieve the list of lenders for the fund.
+ for obj in default_loan_options_objs:
+ lenders.append(obj.lender.name)
+
+ # default request sends the list of lenders and default loan terms to the frontend.
+ if get_type == 'default':
+ result = self.get_default_loans(default_loan_options_objs)
+ response = {
+ 'status': result,
+ 'lenders': lenders,
+ }
+ return JsonResponse(response)
+
+ # The other request is all-loans which fetches the loan options stored for this building id.
+ else:
+ loan_options_objs = self.model.objects.filter(
+ building_id=building_id,
+ )
+ if loan_options_objs:
+ financing_overview_obj = FinancingOverview.objects.get(
+ building_id=building_id,
+ )
+ noi_dscr = financing_overview_obj.required_noi_dscr
+ cash_dscr = financing_overview_obj.requrired_cash_dscr
+ for obj in loan_options_objs:
+ record = {}
+ record['lender'] = obj.lender.name
+ record['interest_rate'] = obj.interest_rate
+ record['duration'] = obj.duration
+ record['max_loan_amount'] = obj.max_loan_amount
+ result.append(record)
+
+ # load tells the frontend that a fund has been selected for this building and it must load the loan
+ # options table. present tells the frontend that loan options have previosly been saved and to load
+ # them. If present is not true, the frontend knows to load one of the default loan options.
+ response = {
+ 'load': True,
+ 'present': True,
+ 'status': result,
+ 'lenders': lenders,
+ 'noi': noi_dscr,
+ 'cash': cash_dscr,
+ }
+ return JsonResponse(response)
+ else:
+ result = self.get_default_loans(default_loan_options_objs)
+ response = {
+ 'load': True,
+ 'status': result,
+ 'lenders': lenders,
+ }
+ return JsonResponse(response)
+
+ def put(self, request, building_id):
+ """Handle HTTP PUT request.
+
+ fetch the fund from the database.Delete all existing loan options for the biulding and store the new data.
+
+ Args:
+ request: HTTP PUT request with the loan options rows in the body.
+ building_id: id of the building.
+
+ Returns:
+ JsonResponse: status OK.
+ """
+ put = json.loads(request.body.decode())
+ financing_overview_obj = FinancingOverview.objects.filter(
+ building_id=building_id,
+ )
+ financing_overview_obj.update(
+ required_noi_dscr=float(put['noi-dscr']),
+ requrired_cash_dscr=float(put['cash-dscr']),
+ )
+ self.model.objects.filter(building_id=building_id).delete()
+ for record in put['instance']:
+ lender_id = Lender.objects.filter(
+ name=record['lender'],
+ )[0].id
+ self.model.objects.create(
+ building_id=building_id,
+ lender_id=lender_id,
+ interest_rate=record['interest-rate'],
+ duration=record['duration'],
+ max_loan_amount=record['maximum-loan-amount']
+ )
+ return JsonResponse({'status': 'OK'})