v0.6.1 (full sflp load)

open-risk · Apr 3, 2023 · 6ed3888 · 6ed3888
1 parent 8adf7d8
commit 6ed3888
Show file tree

Hide file tree

Showing 13 changed files with 377 additions and 266 deletions.
diff --git a/CHANGELOG.rst b/CHANGELOG.rst
@@ -2,9 +2,13 @@ ChangeLog
 ===========================
 PLEASE NOTE THIS IS ONLY A BETA RELEASE. THE OPENNPL API IS STILL UNSTABLE
 
+v0.6.1 (03-04-2023)
+-------------------
+* Functionality: Complete SFLP Template Loading
+
 v0.6.0 (13-03-2023)
 -------------------
-* Functionality: Almost complete Single Family Loan Performance Templates (SFLP) (except repayment strings)
+* Functionality: Almost complete Single Family Loan Performance Templates (SFLP) (except forbearance, enforcement and repayment strings)
 * Documentation: SFLP Data Models
 
 v0.5.3 (18-01-2023)

diff --git a/sflp_portfolio/admin.py b/sflp_portfolio/admin.py
@@ -44,62 +44,69 @@ class PortfolioAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
     # search_fields = ['name']
-    # list_display = ('name', 'creation_date', 'last_change_date')
+    list_display = ('name', 'creation_date', 'last_change_date')
 
 
 class Portfolio_SnapshotAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
-    # search_fields = ['name']
-    # list_display = ('name', 'creation_date', 'cutoff_date')
+    # search_fields = ['monthly_reporting_period']
+    list_display = ('monthly_reporting_period',)
 
 
 class CounterpartyAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
+    list_display = ('counterparty_identifier', 'loan_identifier', 'debt_to_income', 'number_of_borrowers',
+                    'borrower_credit_score_at_origination')
 
 
 class CounterpartyStateAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
+    # TODO date_hierarchy = ('portfolio_snapshot_id')
+    list_display = ('counterparty_identifier', 'portfolio_snapshot_id')
 
 
 class LoanAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
-    search_fields = ['loan_identifier']
+    list_display = (
+        'loan_identifier', 'channel', 'original_loan_term', 'original_upb', 'original_loan_to_value_ratio',
+        'loan_purpose')
 
 
 class LoanStateAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
-    list_display = ('loan_id', 'portfolio_snapshot_id')
+    list_display = ('loan_identifier', 'portfolio_snapshot_id', 'servicer_name', 'total_principal_current',
+                    'remaining_months_to_legal_maturity')
 
 
 class PropertyCollateralAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
+    list_display = (
+        'property_type', 'number_of_units', 'metropolitan_statistical_area', 'property_state', 'zip_code_short')
 
 
 class PropertyCollateralStateAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
-
-
-class ExternalCollectionAdmin(admin.ModelAdmin):
-    save_as = True
-    view_on_site = False
+    list_display = ('property_collateral_id', 'portfolio_snapshot_id', 'property_valuation_method')
 
 
 class EnforcementAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
-
+    list_display = ('property_collateral_identifier', 'portfolio_snapshot_id',
+                    'net_sales_proceeds', 'asset_recovery_costs', 'foreclosure_costs')
 
 class ForbearanceAdmin(admin.ModelAdmin):
     save_as = True
     view_on_site = False
-
+    list_display = ('loan_identifier', 'portfolio_snapshot_id', 'modification_flag',
+                    'noninterest_bearing_upb', 'principal_forgiveness_amount')
 
 
 admin.site.register(Portfolio, PortfolioAdmin)

diff --git a/sflp_portfolio/management/commands/load_core_sflp_csv.py b/sflp_portfolio/management/commands/load_core_sflp_csv.py
@@ -145,7 +145,7 @@ class Command(BaseCommand):
         # print('LoanState: ', i)
         loan_state = LoanState(
             id=i,
-            loan_id=loan_dict[entry[0]],
+            loan_identifier=loan_dict[entry[0]],
             portfolio_snapshot_id=portfolio_snapshot_dict[entry[1]],
             high_loan_to_value_refinance_option_indicator=entry[2],
             zero_balance_code=entry[3],
@@ -192,8 +192,8 @@ class Command(BaseCommand):
     for index, entry in counterparty_data.iterrows():
         counterparty = Counterparty(
             id=i,
-            loan_id=loan_dict[entry[0]],  # loan FK reference
-            counterparty_id=entry[0],  # counterparty ID is identical to loan ID
+            loan_identifier=loan_dict[entry[0]],  # loan FK reference
+            counterparty_identifier=entry[0],  # counterparty ID is identical to loan ID
             number_of_borrowers=entry[1],
             debt_to_income=entry[2],
             borrower_credit_score_at_origination=entry[3],
@@ -222,7 +222,7 @@ class Command(BaseCommand):
     for index, entry in counterparty_state_data.iterrows():
         counterparty_state = CounterpartyState(
             id=i,
-            counterparty_id=counterparty_dict[entry[0]],
+            counterparty_identifier=counterparty_dict[entry[0]],
             portfolio_snapshot_id=portfolio_snapshot_dict[entry[1]],
             borrower_credit_score_current=entry[2],
             coborrower_credit_score_current=entry[3],
@@ -248,7 +248,7 @@ class Command(BaseCommand):
     for index, entry in property_collateral_data.iterrows():
         property_collateral = PropertyCollateral(
             id=i,
-            loan_id=loan_dict[entry[0]],  # loan FK reference
+            loan_identifier=loan_dict[entry[0]],  # loan FK reference
             property_type=entry[1],
             number_of_units=entry[2],
             occupancy_status=entry[3],