private void WriteLoanStatusHTML(int loanID, DateTime dtAsOf, System.IO.StreamWriter sw, List <double> totals, string rowIDName)
{
clsEntity titleHolder;
clsEntity coBorrower;
clsEntity titleCompany;
int totalsIndex = 0;
double value;
clsLoan loan = new clsLoan(loanID).LoanAsOf(dtAsOf);
titleHolder = new clsEntity(loan.TitleHolderID());
titleCompany = new clsEntity(loan.TitleCompanyID());
coBorrower = new clsEntity(loan.CoBorrowerID());
clsLoan.State eStatus = loan.Status();
sw.WriteLine("<tr ID=" + rowIDName + ">");
sw.Write("<td align=\"left\">" + loan.Property().Address() + "</td>");
if (eStatus.ToString().Length > 10)
{
sw.Write("<td align=\"left\">" + eStatus.ToString().ToUpper().Substring(0, 10) + "</td>");
}
else
{
sw.Write("<td align=\"left\">" + eStatus.ToString().ToUpper() + "</td>");
}
if (eStatus == clsLoan.State.Cancelled)
{
for (int i = 0; i < 16; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
}
else
{
if (loan.Status() == clsLoan.State.Sold)
{
for (int i = 0; i < 3; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
if (loan.AccruedAdditionalInterest(dtAsOf) > 0D)
{
value = loan.AccruedAdditionalInterest(dtAsOf);
totals[totalsIndex] += value;
sw.Write("<td align=\"right\">" + value + "</td>");
}
for (int i = 0; i < 3; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
value = loan.PrincipalPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.InterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.PointsPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.AdditionalInterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.Return(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.IRR(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
}
else if (loan.Status() == clsLoan.State.PartiallySold)
{
value = loan.Balance(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.AccruedInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.ProjectedHardInterest();
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.AccruedAdditionalInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value + "</td>");
value = loan.Return(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
value = loan.IRR(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
value = loan.PrincipalPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.InterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.PointsPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.AdditionalInterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.Return(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.IRR(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
}
else
{
value = loan.Balance(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.AccruedInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.ProjectedHardInterest();
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.ProjectedAdditionalInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.Return(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
value = loan.IRR(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
for (int i = 0; i < 2; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
value = loan.PointsPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
for (int i = 0; i < 3; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
}
value = loan.RehabRemain(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.RehabSpent(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
sw.Write("<td align=\"right\">" + loan.SaleDate().ToShortDateString() + "</td>");
sw.Write("<td align=\"right\">" + loan.OriginationDate().ToShortDateString() + "</td>");
sw.Write("<td align=\"right\">" + (loan.SaleDate() - loan.OriginationDate()).TotalDays.ToString() + "</td>");
}
sw.Write("<td>" + titleHolder.Name() + "</td>");
sw.Write("<td>" + coBorrower.Name() + "</td>");
sw.Write("<td>" + titleCompany.Name() + "</td>");
sw.Write("<td>" + loan.Rate().ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.PenaltyRate().ToString("#0.00%") + "</td>");
sw.Write("<td>" + (loan.Points() * 0.01).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.ProfitSplit().ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.OriginationDate().ToShortDateString() + "</td>");
sw.Write("<td>" + loan.MaturityDate().ToShortDateString() + "</td>");
sw.Write("<td>" + loan.GrossReturn(false).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.GrossReturn(true).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.Return(true).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.IRR(true).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.FirstRehabEstimate().ToString("#,##0.00") + "</td>");
sw.WriteLine();
sw.WriteLine("</tr>");
sw.Flush();
}
partial void UpdateButtonPushed(AppKit.NSButton sender)
{
this.SummaryMessageField.StringValue = "";
if (this.loanToUpdate == null)
{
this.SummaryMessageField.StringValue = "No loan selected. No updates made.";
}
else if (this.loanToUpdate.Status() != clsLoan.State.Cancelled)
{
// only validaton is: are any cashflows ACTUAL
bool bAnyActuals = false;
double oldAcqCost = this.loanToUpdate.AcquisitionCost(false);
foreach (clsCashflow cf in this.loanToUpdate.Cashflows())
{
if (cf.Actual())
{
bAnyActuals = true;
}
}
if (bAnyActuals)
{
this.SummaryMessageField.StringValue = "Can't update - some cashflows are marked Actual";
}
else
{
int delayDays = ((DateTime)this.ClosingDatePicker.DateValue - this.loanToUpdate.OriginationDate()).Days;
List <clsCashflow> newCashflows = new List <clsCashflow>();
// delete all existing scheduled cashflows
foreach (clsCashflow cf in this.loanToUpdate.Cashflows())
{
if (cf.DeleteDate() > System.DateTime.Today.AddYears(50))
{
if ((cf.TypeID() == clsCashflow.Type.NetDispositionProj) ||
(cf.TypeID() == clsCashflow.Type.RehabDraw))
{
newCashflows.Add(new clsCashflow(cf.PayDate().AddDays(delayDays),
System.DateTime.Today, System.DateTime.MaxValue,
this.loanToUpdate.ID(), cf.Amount(), false, cf.TypeID()));
}
cf.Delete(System.DateTime.Today);
}
}
// create all the new cashflows
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.PriceField.DoubleValue,
false, clsCashflow.Type.AcquisitionPrice));
if (this.ConcessionField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), this.ConcessionField.DoubleValue,
false, clsCashflow.Type.AcquisitionConcession));
}
if (this.HOIField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.HOIField.DoubleValue,
false, clsCashflow.Type.HomeownersInsurance));
}
if (this.AcqTaxField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.AcqTaxField.DoubleValue,
false, clsCashflow.Type.AcquisitionTaxes));
}
if (this.RecordingField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.RecordingField.DoubleValue,
false, clsCashflow.Type.AcquisitionRecording));
}
if (this.ProcessingField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.ProcessingField.DoubleValue,
false, clsCashflow.Type.AcquisitionProcessing));
}
if (this.TitlePolicyField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.TitlePolicyField.DoubleValue,
false, clsCashflow.Type.TitlePolicy));
}
if (this.InitialDrawField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.InitialDrawField.DoubleValue,
false, clsCashflow.Type.InitialExpenseDraw));
}
if (this.PropertyTaxField.DoubleValue > 0)
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
System.DateTime.Now, System.DateTime.MaxValue,
this.loanToUpdate.ID(), -this.PropertyTaxField.DoubleValue,
false, clsCashflow.Type.PropertyTax));
}
if (loanToUpdate.Points() > 0)
{
if (this.loanToUpdate.PointsCapitalized()) // if points were capitalized, capitalize them on update
{
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
DateTime.Now, DateTime.MaxValue,
this.loanToUpdate.ID(), -this.UpdatedPointsLabel.DoubleValue,
false, clsCashflow.Type.Points));
}
// either way, add points paid at closing (to lender)
this.loanToUpdate.AddCashflow(new clsCashflow((DateTime)this.ClosingDatePicker.DateValue,
DateTime.Now, DateTime.MaxValue,
this.loanToUpdate.ID(), this.UpdatedPointsLabel.DoubleValue,
false, clsCashflow.Type.Points));
}
foreach (clsCashflow cf in newCashflows)
{
if (cf.TypeID() == clsCashflow.Type.NetDispositionProj)
{
DateTime newDate = (DateTime)this.ClosingDatePicker.DateValue;
clsLoan l = loanToUpdate.LoanAsOf(newDate.AddDays(1), true);
this.loanToUpdate.AddCashflow(new clsCashflow(cf.PayDate(), cf.RecordDate(), cf.DeleteDate(), cf.LoanID(),
cf.Amount() + loanToUpdate.LoanAsOf(newDate.AddDays(1), true).Balance(newDate.AddDays(1)) - oldAcqCost,
false, clsCashflow.Type.NetDispositionProj));
// cf.Amount() + loanToUpdate.AcquisitionCost(false) - oldAcqCost, false, clsCashflow.Type.NetDispositionProj));
}
else
{
this.loanToUpdate.AddCashflow(cf);
}
}
// Update origination Date and Save
this.loanToUpdate.SetNewOriginationDate((DateTime)this.ClosingDatePicker.DateValue);
this.loanToUpdate.LenderID = clsEntity.EntityID((String)(NSString)this.LenderComboBox.SelectedValue);
this.loanToUpdate.BorrowerID = clsEntity.EntityID((String)(NSString)this.BorrowerComboBox.SelectedValue);
if (this.loanToUpdate.Save())
{
this.SummaryMessageField.StringValue += "\nSave successful. " + this.loanToUpdate.Property().Address();
this.SummaryMessageField.StringValue += "\nOld / New Acquisition Cost = ";
this.SummaryMessageField.StringValue += oldAcqCost.ToString("#,##0.00") + " / ";
this.SummaryMessageField.StringValue += this.loanToUpdate.AcquisitionCost(false).ToString("#,##0.00");
this.UpdateTotalCostLabel();
}
else
{
this.SummaryMessageField.StringValue += "\nSave Failed.";
}
}
}
else
{
this.SummaryMessageField.StringValue = "Update failed. Loan has already been cancelled. " + this.loanToUpdate.Property().Address();
}
}