If anything needs a hero, it's HMDA!

Demo

Many features of the app rely on it running in Excel but you can still access it nonethless at the following links:

• Add Loan
• Edit Loan

To-do Wishlist (in no particular order)

These should be migrated towards the GitHub Project rather than being in the README

• AS OF 12/2021 THESE APIS WERE NOT WORKING The CFPB publishes a number of different APIs, see https://cfpb.github.io/hmda-platform/#hmda-api-documentation. Integrating these APIs has alway been a goal of this project and some work has been accomplished to that end but there is still much that needs to be done. Ideally, a user should get as close to real-time feedback on quality and validity errors as possible whether that be adding a loan record, editing a record, importing, or exporting a LAR file. At current, the work that has been done has been commented out and the base version of HMDA Hero does not include any such functionality.

• Batch updater. The ability to batch update key data points in the LAR.

• Import should check for duplicates. Currently you can import the same file multiple times without any errors thrown.

• Replace Bootstrap 4, potentially with Tailwind. There is a codemod that might be useful for this. https://github.com/awssat/tailwindo

• See more at the GitHub Issues list for enhancement requests

Getting started

You must have node.js installed. We'd recommend the latest stable version.

Running the project

First things first:

npm install or the comparable install commands for your particular package manager (yarn, pnpm, etc.)

For local development, you'll need to generate CA certificates to get https on localhost. If you do not run an HTTPS server locally, Excel add-ins may not function properly. To do so, run the following:

npm run certs

Once the command completes, the console should log the file path to the Certificate and Key and you will need to:

1. Copy the paths
2. Create a .env in the root of the project (or re-name the .env.example file to .env). The .env file should include the following:

KEYPATH=/path/to/your/key CERTPATH=/path/to/your/cert

note- your path will likely be outside the project directory

3. Save the file

You should now be able to run the project in development mode with:

npm run dev

Open up localhost:443 and start clicking around. This is the HMDA Hero application outside an Excel document.

Side-Load Excel Add-in to Run on localhost

Once the project is running at localhost, you can side-load the Excel add-in and instantiate it for local development.

Refer to https://docs.microsoft.com/en-us/office/dev/add-ins/testing/create-a-network-shared-folder-catalog-for-task-pane-and-content-add-ins for general instructions on sideloading the project locally to run in a local Excel file as an add-in. The folder you want to share locally is ./HMDA-HERO/Manifests/localhost

If you get an error upon loading the add-in a local Excel file, refer to https://docs.microsoft.com/en-us/office/troubleshoot/office-suite-issues/cannot-open-add-in-from-localhost

Side-Load Excel Add-in for Web

Refer to https://docs.microsoft.com/en-us/office/dev/add-ins/testing/sideload-office-add-ins-for-testing

The folder you want to share locally is ./HMDA-HERO/Manifests/localhost

Netlify

The app's production instance is deployed and running on Netlify❤️. If you haven't heard of Netlify, it's an amazing service and worth checking out. Using their CLI, you can setup your local build to run as if it is running on the website itself to help avoid environment variations.

Bootstrap 4

Really? Why? Bootstrap 5 is out now and even then... This is all true. In all reality, I don't prefer Bootstrap to begin with whether that is v4 or v5. I'm not hating on Bootstrap by any means, obviously it is a strong component library that has extensive use and that's all gravy to me. I have my own personal reservations though and prefer other options. However, Excel add-ins have some limitations. Namely, Excel Desktop only supports certain browser contexts. As a result, Bootstrap becomes a seemingly good candidate for this. Also, as you'll read further below, Svelte works okay with Bootstrap 4 out of the box. There are some conflicts such as $ but in general, Svelte and Bootstrap 4 can peacfully co-exists with one another fairly well. That said, Bootstrap 4 can happily go by the wayside in the future as long as Svelte stays. Of course, if you are forking this and doing your own thing, feel free to take things in any direction you feel.

Svelte/Sapper overview

Consult sapper.svelte.dev for help with Svelte/Sapper. Svelte is similar to React, Vue, and Angular. Sapper is the server library for Svelte. There is also a Svelte/Sapper Overview section further below that discusses this more.

Svelte is awesome, refreshing, and one of the main motivations for this project. At present, SvelteKit is gaining some traction but may not yet be suitable for this project which is why Sapper is being used. If at some point in the future there is a chance to refactor the project to use SvelteKit, its likely this project will be migrated.

The src directory contains the entry points for your app — client.js, server.js and (optionally) a service-worker.js — along with a template.html file and a routes directory.

This routes directory is the heart of the app. Each .svelete file here is an accessible route, e.g. /src/routes/about.svelte is the About page.

Pages are Svelte components written in .svelte files. When a user first visits the application, they will be served a server-rendered version of the route in question, plus some JavaScript that 'hydrates' the page and initialises a client-side router. From that point forward, navigating to other pages is handled entirely on the client for a fast, app-like feel. (Sapper will preload and cache the code for these subsequent pages, so that navigation is instantaneous.)

There are three simple rules for naming the files that define your routes:

• A file called src/routes/about.svelte corresponds to the /about route. A file called src/routes/blog/[slug].svelte corresponds to the /blog/:slug route, in which case params.slug is available to the route
• The file src/routes/index.svelte (or src/routes/index.js) corresponds to the root of your app. src/routes/about/index.svelte is treated the same as src/routes/about.svelte.
• Files and directories with a leading underscore do not create routes. This allows you to colocate helper modules and components with the routes that depend on them — for example you could have a file called src/routes/_helpers/datetime.js and it would not create a /_helpers/datetime route

static

The static directory contains any static assets that should be available. These are served using sirv.

In your service-worker.js file, you can import these as files from the generated manifest...

import { files } from '@sapper/service-worker';

...so that you can cache them (though you can choose not to, for example if you don't want to cache very large files).

Production mode and deployment

To start a production version of your app, run npm run build && npm start. This will disable live reloading, and activate the appropriate bundler plugins.