feat(investment): Bank/Party Master, Script Master and Purchase Entry backend

Treasury Investment module, first slice, following the bank's existing CBS Investment screens: - Bank / Party Master (m_investment_party): auto party code PTY-nnn, address, bank type, GL A/c, RBI code, exposure limit, LEI, counterparty bank details. - Script Master (m_investment_script): auto script code by bond type (G00001, B00001, ...), SLR type (GOI / STATE_GOVT / TREASURY / NON_SLR), GL A/c, ISIN, interest rate, issue / maturity dates, issuer details. - Purchase Entry (m_investment_purchase): one deal = one holding. FY deal number (e.g. 202627000001), auto cert no, settlement date from T+n. Units, book value, premium/discount, accrued interest (30/360 up to the deal date), settlement amount and YTM are computed by the backend. APIs: /v1/investment/parties, /v1/investment/scripts, /v1/investment/purchases, all through the command pipeline. Permissions READ/CREATE/UPDATE/DELETE plus _CHECKER rows are seeded with maker-checker off and granted to roles that hold MENU_INVESTMENT. Mapped GLs must be enabled ASSET detail accounts. No GL entry is posted by a purchase yet. Migrations: 0593_investment_masters, 0594_investment_purchase. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 12:35:43 +05:30
parent 88157ee9d6
commit 81b5850b62
37 changed files with 3058 additions and 0 deletions
@@ -95,6 +95,62 @@ public class CommandWrapperBuilder {
        return this;
    }

+    public CommandWrapperBuilder createInvestmentParty() {
+        this.actionName = "CREATE";
+        this.entityName = "INVESTMENTPARTY";
+        this.entityId = null;
+        this.href = "/investment/parties";
+        return this;
+    }
+
+    public CommandWrapperBuilder updateInvestmentParty(final Long partyId) {
+        this.actionName = "UPDATE";
+        this.entityName = "INVESTMENTPARTY";
+        this.entityId = partyId;
+        this.href = "/investment/parties/" + partyId;
+        return this;
+    }
+
+    public CommandWrapperBuilder deleteInvestmentParty(final Long partyId) {
+        this.actionName = "DELETE";
+        this.entityName = "INVESTMENTPARTY";
+        this.entityId = partyId;
+        this.href = "/investment/parties/" + partyId;
+        return this;
+    }
+
+    public CommandWrapperBuilder createInvestmentScript() {
+        this.actionName = "CREATE";
+        this.entityName = "INVESTMENTSCRIPT";
+        this.entityId = null;
+        this.href = "/investment/scripts";
+        return this;
+    }
+
+    public CommandWrapperBuilder updateInvestmentScript(final Long scriptId) {
+        this.actionName = "UPDATE";
+        this.entityName = "INVESTMENTSCRIPT";
+        this.entityId = scriptId;
+        this.href = "/investment/scripts/" + scriptId;
+        return this;
+    }
+
+    public CommandWrapperBuilder createInvestmentPurchase() {
+        this.actionName = "CREATE";
+        this.entityName = "INVESTMENTPURCHASE";
+        this.entityId = null;
+        this.href = "/investment/purchases";
+        return this;
+    }
+
+    public CommandWrapperBuilder deleteInvestmentPurchase(final Long purchaseId) {
+        this.actionName = "DELETE";
+        this.entityName = "INVESTMENTPURCHASE";
+        this.entityId = purchaseId;
+        this.href = "/investment/purchases/" + purchaseId;
+        return this;
+    }
+
    public CommandWrapperBuilder createChequeStockLot() {
        this.actionName = "CREATE";
        this.entityName = "CHEQUESTOCKLOT";
@@ -0,0 +1,95 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.api;
+
+import java.util.Map;
+import java.util.Set;
+
+/**
+ * Constants for the Treasury Investment masters (Bank / Party Master and Script Master), modelled on the bank's existing
+ * CBS Investment screens.
+ */
+public final class InvestmentApiConstants {
+
+    private InvestmentApiConstants() {}
+
+    public static final String ENTITY_PARTY = "INVESTMENTPARTY";
+    public static final String ENTITY_SCRIPT = "INVESTMENTSCRIPT";
+    public static final String RESOURCE_PARTY = "investmentparty";
+    public static final String RESOURCE_SCRIPT = "investmentscript";
+
+    /** Instrument ("Bond Type") an investment party / script belongs to. */
+    public static final Set<String> BOND_TYPES = Set.of("GOVT_SECURITY", "NON_SLR", "BOND", "MUTUAL_FUND", "FD", "SHARE");
+
+    /** Bond types that carry coupon terms (ISIN, interest rate, issue date are mandatory for these). */
+    public static final Set<String> DEBT_BOND_TYPES = Set.of("GOVT_SECURITY", "NON_SLR", "BOND");
+
+    /** SLR classification on the Script Master ("GOI" = Central Government). */
+    public static final Set<String> SLR_TYPES = Set.of("GOI", "STATE_GOVT", "TREASURY", "NON_SLR");
+
+    /** Script Code prefix per bond type, e.g. G00001 for the first Govt Security. */
+    public static final Map<String, String> SCRIPT_CODE_PREFIX = Map.of("GOVT_SECURITY", "G", "NON_SLR", "N", "BOND", "B", "MUTUAL_FUND",
+            "M", "FD", "F", "SHARE", "S");
+
+    public static final String PARTY_CODE_PREFIX = "PTY-";
+
+    // Common parameters
+    public static final String BOND_TYPE = "bondType";
+    public static final String GL_ACCOUNT_ID = "glAccountId";
+    public static final String ADDRESS1 = "address1";
+    public static final String ADDRESS2 = "address2";
+    public static final String ADDRESS3 = "address3";
+    public static final String CITY = "city";
+    public static final String PINCODE = "pincode";
+    public static final String PHONE = "phone";
+    public static final String FAX = "fax";
+    public static final String ACTIVE = "active";
+    public static final String LOCALE = "locale";
+    public static final String DATE_FORMAT = "dateFormat";
+
+    // Party parameters
+    public static final String PARTY_NAME = "partyName";
+    public static final String BANK_TYPE = "bankType";
+    public static final String RBI_CODE = "rbiCode";
+    public static final String EXPOSURE_LIMIT = "limit";
+    public static final String LEI_NO = "leiNo";
+    public static final String CP_BANK_NAME = "cpBankName";
+    public static final String CP_BRANCH_NAME = "cpBranchName";
+    public static final String CP_ACCOUNT_NO = "cpAccountNo";
+    public static final String CP_IFSC = "cpIfsc";
+
+    // Script parameters
+    public static final String SLR_TYPE = "slrType";
+    public static final String SCRIPT_DESC = "scriptDesc";
+    public static final String ISIN = "isin";
+    public static final String FACE_VALUE_PER_UNIT = "faceValuePerUnit";
+    public static final String INT_RATE = "intRate";
+    public static final String ISSUE_DATE = "issueDate";
+    public static final String MATURITY_DATE = "maturityDate";
+    public static final String COMPANY_NAME = "companyName";
+    public static final String CORP_CODE = "corpCode";
+
+    public static final Set<String> PARTY_PARAMS = Set.of(BOND_TYPE, PARTY_NAME, ADDRESS1, ADDRESS2, ADDRESS3, CITY, PINCODE, PHONE, FAX,
+            BANK_TYPE, GL_ACCOUNT_ID, RBI_CODE, EXPOSURE_LIMIT, LEI_NO, CP_BANK_NAME, CP_BRANCH_NAME, CP_ACCOUNT_NO, CP_IFSC, ACTIVE,
+            LOCALE);
+
+    public static final Set<String> SCRIPT_PARAMS = Set.of(BOND_TYPE, SLR_TYPE, SCRIPT_DESC, GL_ACCOUNT_ID, ISIN, FACE_VALUE_PER_UNIT,
+            INT_RATE, ISSUE_DATE, MATURITY_DATE, COMPANY_NAME, ADDRESS1, ADDRESS2, ADDRESS3, CITY, PINCODE, PHONE, FAX, CORP_CODE,
+            ACTIVE, LOCALE, DATE_FORMAT);
+}
@@ -0,0 +1,99 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.api;
+
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.ws.rs.Consumes;
+import jakarta.ws.rs.DELETE;
+import jakarta.ws.rs.GET;
+import jakarta.ws.rs.POST;
+import jakarta.ws.rs.PUT;
+import jakarta.ws.rs.Path;
+import jakarta.ws.rs.PathParam;
+import jakarta.ws.rs.Produces;
+import jakarta.ws.rs.core.MediaType;
+import java.util.List;
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.domain.CommandWrapper;
+import org.apache.fineract.commands.service.CommandWrapperBuilder;
+import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
+import org.apache.fineract.portfolio.investment.data.InvestmentPartyData;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterReadPlatformService;
+import org.springframework.stereotype.Component;
+
+@Path("/v1/investment/parties")
+@Component
+@Tag(name = "Investment Bank / Party Master", description = "Counterparties an investment is bought from or placed with.")
+@RequiredArgsConstructor
+public class InvestmentPartyApiResource {
+
+    private final PlatformSecurityContext context;
+    private final InvestmentMasterReadPlatformService readPlatformService;
+    private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
+
+    @GET
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "List investment parties")
+    public List<InvestmentPartyData> retrieveAll() {
+        this.context.authenticatedUser().validateHasReadPermission(InvestmentApiConstants.ENTITY_PARTY);
+        return this.readPlatformService.retrieveAllParties();
+    }
+
+    @GET
+    @Path("{partyId}")
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Retrieve an investment party")
+    public InvestmentPartyData retrieveOne(@PathParam("partyId") @Parameter(description = "partyId") final Long partyId) {
+        this.context.authenticatedUser().validateHasReadPermission(InvestmentApiConstants.ENTITY_PARTY);
+        return this.readPlatformService.retrieveParty(partyId);
+    }
+
+    @POST
+    @Consumes({ MediaType.APPLICATION_JSON })
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Create an investment party")
+    public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
+        final CommandWrapper request = new CommandWrapperBuilder().createInvestmentParty().withJson(apiRequestBodyAsJson).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+
+    @PUT
+    @Path("{partyId}")
+    @Consumes({ MediaType.APPLICATION_JSON })
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Update an investment party")
+    public CommandProcessingResult update(@PathParam("partyId") @Parameter(description = "partyId") final Long partyId,
+            @Parameter(hidden = true) final String apiRequestBodyAsJson) {
+        final CommandWrapper request = new CommandWrapperBuilder().updateInvestmentParty(partyId).withJson(apiRequestBodyAsJson).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+
+    @DELETE
+    @Path("{partyId}")
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Drop an investment party")
+    public CommandProcessingResult delete(@PathParam("partyId") @Parameter(description = "partyId") final Long partyId) {
+        final CommandWrapper request = new CommandWrapperBuilder().deleteInvestmentParty(partyId).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+}
@@ -0,0 +1,60 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.api;
+
+import java.util.Set;
+
+/** Constants for the Investment Purchase Entry (a deal that creates a holding). */
+public final class InvestmentPurchaseApiConstants {
+
+    private InvestmentPurchaseApiConstants() {}
+
+    public static final String ENTITY = "INVESTMENTPURCHASE";
+    public static final String RESOURCE = "investmentpurchase";
+
+    public static final Set<String> SETTLEMENT_TYPES = Set.of("T+0", "T+1", "T+2");
+    public static final Set<String> CATEGORIES = Set.of("HTM (Held To Maturity)", "AFS (Available For Sale)", "HFT (Held For Trading)");
+
+    public static final String STATUS_ACTIVE = "ACTIVE";
+
+    public static final String BOND_TYPE = "bondType";
+    public static final String SCRIPT_ID = "scriptId";
+    public static final String PARTY_ID = "partyId";
+    public static final String DEAL_DATE = "dealDate";
+    public static final String DEAL_TIME = "dealTime";
+    public static final String SETTLEMENT_TYPE = "settlementType";
+    public static final String FACE_VALUE = "faceValue";
+    public static final String PURCHASE_RATE = "purchaseRate";
+    public static final String CONSIDER_AMT = "considerAmt";
+    public static final String NAV = "nav";
+    public static final String STAMP_DUTY = "stampDuty";
+    public static final String BROKERAGE = "brokerage";
+    public static final String CATEGORY = "category";
+    public static final String LAST_INT_DATE = "lastIntDate";
+    public static final String CR_GL_ACCOUNT_ID = "crGlAccountId";
+    public static final String SUB_TYPE = "subType";
+    /** Optional legacy fields (trade no, authorities, lien, delivery mode, …) kept as a JSON object. */
+    public static final String OTHER_DETAILS = "otherDetails";
+    public static final String LOCALE = "locale";
+    public static final String DATE_FORMAT = "dateFormat";
+
+    public static final Set<String> PARAMS = Set.of(BOND_TYPE, SCRIPT_ID, PARTY_ID, DEAL_DATE, DEAL_TIME, SETTLEMENT_TYPE, FACE_VALUE,
+            PURCHASE_RATE, CONSIDER_AMT, NAV, STAMP_DUTY, BROKERAGE, CATEGORY, LAST_INT_DATE, CR_GL_ACCOUNT_ID, SUB_TYPE, OTHER_DETAILS,
+            LOCALE, DATE_FORMAT);
+}
@@ -0,0 +1,87 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.api;
+
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.ws.rs.Consumes;
+import jakarta.ws.rs.DELETE;
+import jakarta.ws.rs.GET;
+import jakarta.ws.rs.POST;
+import jakarta.ws.rs.Path;
+import jakarta.ws.rs.PathParam;
+import jakarta.ws.rs.Produces;
+import jakarta.ws.rs.core.MediaType;
+import java.util.List;
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.domain.CommandWrapper;
+import org.apache.fineract.commands.service.CommandWrapperBuilder;
+import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
+import org.apache.fineract.portfolio.investment.data.InvestmentPurchaseData;
+import org.apache.fineract.portfolio.investment.service.InvestmentPurchaseReadPlatformService;
+import org.springframework.stereotype.Component;
+
+@Path("/v1/investment/purchases")
+@Component
+@Tag(name = "Investment Purchase Entry", description = "Investment deals (Govt Security, Bond, Mutual Fund, …) — each becomes a holding.")
+@RequiredArgsConstructor
+public class InvestmentPurchaseApiResource {
+
+    private final PlatformSecurityContext context;
+    private final InvestmentPurchaseReadPlatformService readPlatformService;
+    private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
+
+    @GET
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "List investment purchases (holdings)")
+    public List<InvestmentPurchaseData> retrieveAll() {
+        this.context.authenticatedUser().validateHasReadPermission(InvestmentPurchaseApiConstants.ENTITY);
+        return this.readPlatformService.retrieveAll();
+    }
+
+    @GET
+    @Path("{purchaseId}")
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Retrieve an investment purchase")
+    public InvestmentPurchaseData retrieveOne(@PathParam("purchaseId") @Parameter(description = "purchaseId") final Long purchaseId) {
+        this.context.authenticatedUser().validateHasReadPermission(InvestmentPurchaseApiConstants.ENTITY);
+        return this.readPlatformService.retrieveOne(purchaseId);
+    }
+
+    @POST
+    @Consumes({ MediaType.APPLICATION_JSON })
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Save a purchase entry")
+    public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
+        final CommandWrapper request = new CommandWrapperBuilder().createInvestmentPurchase().withJson(apiRequestBodyAsJson).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+
+    @DELETE
+    @Path("{purchaseId}")
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Drop a purchase entry")
+    public CommandProcessingResult delete(@PathParam("purchaseId") @Parameter(description = "purchaseId") final Long purchaseId) {
+        final CommandWrapper request = new CommandWrapperBuilder().deleteInvestmentPurchase(purchaseId).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+}
@@ -0,0 +1,89 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.api;
+
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.ws.rs.Consumes;
+import jakarta.ws.rs.GET;
+import jakarta.ws.rs.POST;
+import jakarta.ws.rs.PUT;
+import jakarta.ws.rs.Path;
+import jakarta.ws.rs.PathParam;
+import jakarta.ws.rs.Produces;
+import jakarta.ws.rs.core.MediaType;
+import java.util.List;
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.domain.CommandWrapper;
+import org.apache.fineract.commands.service.CommandWrapperBuilder;
+import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
+import org.apache.fineract.portfolio.investment.data.InvestmentScriptData;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterReadPlatformService;
+import org.springframework.stereotype.Component;
+
+@Path("/v1/investment/scripts")
+@Component
+@Tag(name = "Investment Script Master", description = "Securities / instruments the bank invests in (Govt Security, Bond, Mutual Fund, …).")
+@RequiredArgsConstructor
+public class InvestmentScriptApiResource {
+
+    private final PlatformSecurityContext context;
+    private final InvestmentMasterReadPlatformService readPlatformService;
+    private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
+
+    @GET
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "List investment scripts")
+    public List<InvestmentScriptData> retrieveAll() {
+        this.context.authenticatedUser().validateHasReadPermission(InvestmentApiConstants.ENTITY_SCRIPT);
+        return this.readPlatformService.retrieveAllScripts();
+    }
+
+    @GET
+    @Path("{scriptId}")
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Retrieve an investment script")
+    public InvestmentScriptData retrieveOne(@PathParam("scriptId") @Parameter(description = "scriptId") final Long scriptId) {
+        this.context.authenticatedUser().validateHasReadPermission(InvestmentApiConstants.ENTITY_SCRIPT);
+        return this.readPlatformService.retrieveScript(scriptId);
+    }
+
+    @POST
+    @Consumes({ MediaType.APPLICATION_JSON })
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Create an investment script")
+    public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
+        final CommandWrapper request = new CommandWrapperBuilder().createInvestmentScript().withJson(apiRequestBodyAsJson).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+
+    @PUT
+    @Path("{scriptId}")
+    @Consumes({ MediaType.APPLICATION_JSON })
+    @Produces({ MediaType.APPLICATION_JSON })
+    @Operation(summary = "Update an investment script")
+    public CommandProcessingResult update(@PathParam("scriptId") @Parameter(description = "scriptId") final Long scriptId,
+            @Parameter(hidden = true) final String apiRequestBodyAsJson) {
+        final CommandWrapper request = new CommandWrapperBuilder().updateInvestmentScript(scriptId).withJson(apiRequestBodyAsJson).build();
+        return this.commandsSourceWritePlatformService.logCommandSource(request);
+    }
+}
@@ -0,0 +1,62 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.data;
+
+import java.math.BigDecimal;
+import lombok.Builder;
+import lombok.Getter;
+import org.apache.fineract.portfolio.investment.domain.InvestmentParty;
+
+@Getter
+@Builder
+public class InvestmentPartyData {
+
+    private final Long id;
+    private final String partyCode;
+    private final String bondType;
+    private final String partyName;
+    private final String address1;
+    private final String address2;
+    private final String address3;
+    private final String city;
+    private final String pincode;
+    private final String phone;
+    private final String fax;
+    private final String bankType;
+    private final Long glAccountId;
+    private final String glCode;
+    private final String glName;
+    private final String rbiCode;
+    private final BigDecimal limit;
+    private final String leiNo;
+    private final String cpBankName;
+    private final String cpBranchName;
+    private final String cpAccountNo;
+    private final String cpIfsc;
+    private final boolean active;
+
+    public static InvestmentPartyData from(final InvestmentParty p) {
+        return InvestmentPartyData.builder().id(p.getId()).partyCode(p.getPartyCode()).bondType(p.getBondType())
+                .partyName(p.getPartyName()).address1(p.getAddress1()).address2(p.getAddress2()).address3(p.getAddress3())
+                .city(p.getCity()).pincode(p.getPincode()).phone(p.getPhone()).fax(p.getFax()).bankType(p.getBankType())
+                .glAccountId(p.getGlAccount().getId()).glCode(p.getGlAccount().getGlCode()).glName(p.getGlAccount().getName())
+                .rbiCode(p.getRbiCode()).limit(p.getExposureLimit()).leiNo(p.getLeiNo()).cpBankName(p.getCpBankName())
+                .cpBranchName(p.getCpBranchName()).cpAccountNo(p.getCpAccountNo()).cpIfsc(p.getCpIfsc()).active(p.isActive()).build();
+    }
+}
@@ -0,0 +1,96 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.data;
+
+import java.math.BigDecimal;
+import java.time.LocalDate;
+import java.time.format.DateTimeFormatter;
+import lombok.Builder;
+import lombok.Getter;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPurchase;
+
+@Getter
+@Builder
+public class InvestmentPurchaseData {
+
+    private static final DateTimeFormatter DATE_FORMAT = DateTimeFormatter.ofPattern("dd-MM-yyyy");
+
+    private final Long id;
+    private final String dealNo;
+    private final String certNo;
+    private final String bondType;
+    private final Long scriptId;
+    private final String scriptCode;
+    private final String scriptDesc;
+    private final String isin;
+    private final Long partyId;
+    private final String partyCode;
+    private final String partyName;
+    private final String dealDate;
+    private final String dealTime;
+    private final String settlementType;
+    private final String settlementDate;
+    private final BigDecimal faceValue;
+    private final BigDecimal purchaseRate;
+    private final BigDecimal units;
+    private final BigDecimal balanceUnits;
+    private final BigDecimal brokerage;
+    private final BigDecimal stampDuty;
+    private final BigDecimal bookValue;
+    private final BigDecimal premiumDiscount;
+    private final BigDecimal intRate;
+    private final String issueDate;
+    private final String maturityDate;
+    private final String lastIntDate;
+    private final Integer accruedDays;
+    private final BigDecimal accruedInterest;
+    private final BigDecimal settlementAmount;
+    private final BigDecimal ytm;
+    private final String category;
+    private final String subType;
+    private final Long investmentGlAccountId;
+    private final String investmentGlCode;
+    private final String investmentGlName;
+    private final Long crGlAccountId;
+    private final String crGlCode;
+    private final String crGlName;
+    private final String otherDetails;
+    private final String status;
+
+    public static InvestmentPurchaseData from(final InvestmentPurchase p) {
+        return InvestmentPurchaseData.builder().id(p.getId()).dealNo(p.getDealNo()).certNo(p.getCertNo()).bondType(p.getBondType())
+                .scriptId(p.getScript().getId()).scriptCode(p.getScript().getScriptCode()).scriptDesc(p.getScript().getScriptDesc())
+                .isin(p.getScript().getIsin()).partyId(p.getParty().getId()).partyCode(p.getParty().getPartyCode())
+                .partyName(p.getParty().getPartyName()).dealDate(format(p.getDealDate())).dealTime(p.getDealTime())
+                .settlementType(p.getSettlementType()).settlementDate(format(p.getSettlementDate())).faceValue(p.getFaceValue())
+                .purchaseRate(p.getPurchaseRate()).units(p.getUnits()).balanceUnits(p.getBalanceUnits()).brokerage(p.getBrokerage())
+                .stampDuty(p.getStampDuty()).bookValue(p.getBookValue()).premiumDiscount(p.getPremiumDiscount()).intRate(p.getIntRate())
+                .issueDate(format(p.getIssueDate())).maturityDate(format(p.getMaturityDate())).lastIntDate(format(p.getLastIntDate()))
+                .accruedDays(p.getAccruedDays()).accruedInterest(p.getAccruedInterest()).settlementAmount(p.getSettlementAmount())
+                .ytm(p.getYtm()).category(p.getCategory()).subType(p.getSubType())
+                .investmentGlAccountId(p.getInvestmentGlAccount().getId()).investmentGlCode(p.getInvestmentGlAccount().getGlCode())
+                .investmentGlName(p.getInvestmentGlAccount().getName()).crGlAccountId(p.getCrGlAccount().getId())
+                .crGlCode(p.getCrGlAccount().getGlCode()).crGlName(p.getCrGlAccount().getName()).otherDetails(p.getOtherDetails())
+                .status(p.getStatus()).build();
+    }
+
+    private static String format(final LocalDate date) {
+        return date == null ? null : date.format(DATE_FORMAT);
+    }
+}
@@ -0,0 +1,72 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.data;
+
+import java.math.BigDecimal;
+import java.time.LocalDate;
+import java.time.format.DateTimeFormatter;
+import lombok.Builder;
+import lombok.Getter;
+import org.apache.fineract.portfolio.investment.domain.InvestmentScript;
+
+@Getter
+@Builder
+public class InvestmentScriptData {
+
+    /** Dates go out as DD-MM-YYYY, the format the Investment screens use throughout. */
+    private static final DateTimeFormatter DATE_FORMAT = DateTimeFormatter.ofPattern("dd-MM-yyyy");
+
+    private final Long id;
+    private final String scriptCode;
+    private final String bondType;
+    private final String slrType;
+    private final String scriptDesc;
+    private final Long glAccountId;
+    private final String glCode;
+    private final String glName;
+    private final String isin;
+    private final BigDecimal faceValuePerUnit;
+    private final BigDecimal intRate;
+    private final String issueDate;
+    private final String maturityDate;
+    private final String companyName;
+    private final String address1;
+    private final String address2;
+    private final String address3;
+    private final String city;
+    private final String pincode;
+    private final String phone;
+    private final String fax;
+    private final String corpCode;
+    private final boolean active;
+
+    public static InvestmentScriptData from(final InvestmentScript s) {
+        return InvestmentScriptData.builder().id(s.getId()).scriptCode(s.getScriptCode()).bondType(s.getBondType())
+                .slrType(s.getSlrType()).scriptDesc(s.getScriptDesc()).glAccountId(s.getGlAccount().getId())
+                .glCode(s.getGlAccount().getGlCode()).glName(s.getGlAccount().getName()).isin(s.getIsin())
+                .faceValuePerUnit(s.getFaceValuePerUnit()).intRate(s.getIntRate()).issueDate(format(s.getIssueDate()))
+                .maturityDate(format(s.getMaturityDate())).companyName(s.getCompanyName()).address1(s.getAddress1())
+                .address2(s.getAddress2()).address3(s.getAddress3()).city(s.getCity()).pincode(s.getPincode()).phone(s.getPhone())
+                .fax(s.getFax()).corpCode(s.getCorpCode()).active(s.isActive()).build();
+    }
+
+    private static String format(final LocalDate date) {
+        return date == null ? null : date.format(DATE_FORMAT);
+    }
+}
@@ -0,0 +1,105 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.domain;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import jakarta.persistence.Table;
+import java.math.BigDecimal;
+import lombok.Getter;
+import lombok.NoArgsConstructor;
+import lombok.Setter;
+import org.apache.fineract.accounting.glaccount.domain.GLAccount;
+import org.apache.fineract.infrastructure.core.domain.AbstractAuditableWithUTCDateTimeCustom;
+
+/**
+ * Bank / Party Master — the counterparty an investment is bought from or placed with (bank, RBI, issuer, AMC, broker),
+ * following the bank's existing CBS Bank / Party Master.
+ */
+@Entity
+@Table(name = "m_investment_party")
+@Getter
+@Setter
+@NoArgsConstructor
+public class InvestmentParty extends AbstractAuditableWithUTCDateTimeCustom<Long> {
+
+    @Column(name = "party_code", nullable = false, length = 20, unique = true)
+    private String partyCode;
+
+    @Column(name = "bond_type", nullable = false, length = 20)
+    private String bondType;
+
+    @Column(name = "party_name", nullable = false, length = 150)
+    private String partyName;
+
+    @Column(name = "address1", length = 150)
+    private String address1;
+
+    @Column(name = "address2", length = 150)
+    private String address2;
+
+    @Column(name = "address3", length = 150)
+    private String address3;
+
+    @Column(name = "city", length = 100)
+    private String city;
+
+    @Column(name = "pincode", length = 10)
+    private String pincode;
+
+    @Column(name = "phone", length = 20)
+    private String phone;
+
+    @Column(name = "fax", length = 20)
+    private String fax;
+
+    @Column(name = "bank_type", length = 60)
+    private String bankType;
+
+    @ManyToOne
+    @JoinColumn(name = "gl_account_id", nullable = false)
+    private GLAccount glAccount;
+
+    @Column(name = "rbi_code", length = 30)
+    private String rbiCode;
+
+    @Column(name = "exposure_limit", scale = 6, precision = 19)
+    private BigDecimal exposureLimit;
+
+    @Column(name = "lei_no", length = 30)
+    private String leiNo;
+
+    @Column(name = "cp_bank_name", length = 150)
+    private String cpBankName;
+
+    @Column(name = "cp_branch_name", length = 150)
+    private String cpBranchName;
+
+    @Column(name = "cp_account_no", length = 40)
+    private String cpAccountNo;
+
+    @Column(name = "cp_ifsc", length = 11)
+    private String cpIfsc;
+
+    /** An inactive party is kept for history but not offered for new deals. */
+    @Column(name = "is_active", nullable = false)
+    private boolean active = true;
+}
@@ -0,0 +1,23 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.domain;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+
+public interface InvestmentPartyRepository extends JpaRepository<InvestmentParty, Long> {}
@@ -0,0 +1,148 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.domain;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import jakarta.persistence.Table;
+import java.math.BigDecimal;
+import java.time.LocalDate;
+import lombok.Getter;
+import lombok.NoArgsConstructor;
+import lombok.Setter;
+import org.apache.fineract.accounting.glaccount.domain.GLAccount;
+import org.apache.fineract.infrastructure.core.domain.AbstractAuditableWithUTCDateTimeCustom;
+
+/**
+ * Investment Purchase Entry — one deal (as in the bank's existing CBS "Govt.Security/Bond Entry"). Once saved it is the
+ * holding that interest, sale and redemption later work against; {@link #balanceUnits} tracks what is still held.
+ * Every derived figure (units, book value, accrued interest, settlement amount) is computed by the backend.
+ */
+@Entity
+@Table(name = "m_investment_purchase")
+@Getter
+@Setter
+@NoArgsConstructor
+public class InvestmentPurchase extends AbstractAuditableWithUTCDateTimeCustom<Long> {
+
+    /** Financial-year deal number, e.g. 202627000001 for the first deal of FY 2026-27. */
+    @Column(name = "deal_no", nullable = false, length = 20, unique = true)
+    private String dealNo;
+
+    /** Certificate number — system-generated running number. */
+    @Column(name = "cert_no", nullable = false, length = 20, unique = true)
+    private String certNo;
+
+    @Column(name = "bond_type", nullable = false, length = 20)
+    private String bondType;
+
+    @ManyToOne
+    @JoinColumn(name = "script_id", nullable = false)
+    private InvestmentScript script;
+
+    @ManyToOne
+    @JoinColumn(name = "party_id", nullable = false)
+    private InvestmentParty party;
+
+    @Column(name = "deal_date", nullable = false)
+    private LocalDate dealDate;
+
+    @Column(name = "deal_time", length = 8)
+    private String dealTime;
+
+    @Column(name = "settlement_type", nullable = false, length = 5)
+    private String settlementType;
+
+    @Column(name = "settlement_date", nullable = false)
+    private LocalDate settlementDate;
+
+    @Column(name = "face_value", scale = 6, precision = 19, nullable = false)
+    private BigDecimal faceValue;
+
+    /** Price per ₹100 face value (Govt Security / Bond); NAV for a mutual fund. */
+    @Column(name = "purchase_rate", scale = 6, precision = 19, nullable = false)
+    private BigDecimal purchaseRate;
+
+    @Column(name = "units", scale = 6, precision = 19, nullable = false)
+    private BigDecimal units;
+
+    @Column(name = "balance_units", scale = 6, precision = 19, nullable = false)
+    private BigDecimal balanceUnits;
+
+    @Column(name = "brokerage", scale = 6, precision = 19)
+    private BigDecimal brokerage;
+
+    @Column(name = "stamp_duty", scale = 6, precision = 19)
+    private BigDecimal stampDuty;
+
+    @Column(name = "book_value", scale = 6, precision = 19, nullable = false)
+    private BigDecimal bookValue;
+
+    @Column(name = "premium_discount", scale = 6, precision = 19)
+    private BigDecimal premiumDiscount;
+
+    @Column(name = "int_rate", scale = 4, precision = 9)
+    private BigDecimal intRate;
+
+    @Column(name = "issue_date")
+    private LocalDate issueDate;
+
+    @Column(name = "maturity_date")
+    private LocalDate maturityDate;
+
+    @Column(name = "last_int_date")
+    private LocalDate lastIntDate;
+
+    @Column(name = "accrued_days")
+    private Integer accruedDays;
+
+    /** Interest paid to the seller from the last coupon date up to the deal date (30/360). */
+    @Column(name = "accrued_interest", scale = 6, precision = 19)
+    private BigDecimal accruedInterest;
+
+    @Column(name = "settlement_amount", scale = 6, precision = 19, nullable = false)
+    private BigDecimal settlementAmount;
+
+    @Column(name = "ytm", scale = 4, precision = 9)
+    private BigDecimal ytm;
+
+    @Column(name = "category", nullable = false, length = 40)
+    private String category;
+
+    @Column(name = "sub_type", length = 40)
+    private String subType;
+
+    /** Investment GL the holding is booked to (from the script). */
+    @ManyToOne
+    @JoinColumn(name = "investment_gl_account_id", nullable = false)
+    private GLAccount investmentGlAccount;
+
+    /** Bank GL the purchase is paid from ("CR. To A/c"). */
+    @ManyToOne
+    @JoinColumn(name = "cr_gl_account_id", nullable = false)
+    private GLAccount crGlAccount;
+
+    @Column(name = "other_details", length = 4000)
+    private String otherDetails;
+
+    @Column(name = "status", nullable = false, length = 20)
+    private String status;
+}
@@ -0,0 +1,23 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.domain;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+
+public interface InvestmentPurchaseRepository extends JpaRepository<InvestmentPurchase, Long> {}
@@ -0,0 +1,107 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.domain;
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import jakarta.persistence.Table;
+import java.math.BigDecimal;
+import java.time.LocalDate;
+import lombok.Getter;
+import lombok.NoArgsConstructor;
+import lombok.Setter;
+import org.apache.fineract.accounting.glaccount.domain.GLAccount;
+import org.apache.fineract.infrastructure.core.domain.AbstractAuditableWithUTCDateTimeCustom;
+
+/**
+ * Script Master — what is being bought (a Govt Security, bond, mutual fund scheme, share, …), following the bank's
+ * existing CBS Script Master. A purchase picks these terms up instead of the dealer re-typing them.
+ */
+@Entity
+@Table(name = "m_investment_script")
+@Getter
+@Setter
+@NoArgsConstructor
+public class InvestmentScript extends AbstractAuditableWithUTCDateTimeCustom<Long> {
+
+    /** System-generated: bond-type letter + running number, e.g. G00001. */
+    @Column(name = "script_code", nullable = false, length = 20, unique = true)
+    private String scriptCode;
+
+    @Column(name = "bond_type", nullable = false, length = 20)
+    private String bondType;
+
+    /** GOI / STATE_GOVT / TREASURY / NON_SLR. */
+    @Column(name = "slr_type", length = 20)
+    private String slrType;
+
+    @Column(name = "script_desc", nullable = false, length = 150)
+    private String scriptDesc;
+
+    @ManyToOne
+    @JoinColumn(name = "gl_account_id", nullable = false)
+    private GLAccount glAccount;
+
+    @Column(name = "isin", length = 20)
+    private String isin;
+
+    @Column(name = "face_value_per_unit", scale = 6, precision = 19, nullable = false)
+    private BigDecimal faceValuePerUnit;
+
+    @Column(name = "int_rate", scale = 4, precision = 9)
+    private BigDecimal intRate;
+
+    @Column(name = "issue_date")
+    private LocalDate issueDate;
+
+    @Column(name = "maturity_date")
+    private LocalDate maturityDate;
+
+    @Column(name = "company_name", length = 150)
+    private String companyName;
+
+    @Column(name = "address1", length = 150)
+    private String address1;
+
+    @Column(name = "address2", length = 150)
+    private String address2;
+
+    @Column(name = "address3", length = 150)
+    private String address3;
+
+    @Column(name = "city", length = 100)
+    private String city;
+
+    @Column(name = "pincode", length = 10)
+    private String pincode;
+
+    @Column(name = "phone", length = 20)
+    private String phone;
+
+    @Column(name = "fax", length = 20)
+    private String fax;
+
+    @Column(name = "corp_code", length = 30)
+    private String corpCode;
+
+    @Column(name = "is_active", nullable = false)
+    private boolean active = true;
+}
@@ -0,0 +1,23 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.domain;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+
+public interface InvestmentScriptRepository extends JpaRepository<InvestmentScript, Long> {}
@@ -0,0 +1,28 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.exception;
+
+import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
+
+public class InvestmentPartyNotFoundException extends AbstractPlatformResourceNotFoundException {
+
+    public InvestmentPartyNotFoundException(final Long id) {
+        super("error.msg.investmentparty.id.invalid", "Investment party with identifier " + id + " does not exist", id);
+    }
+}
@@ -0,0 +1,28 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.exception;
+
+import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
+
+public class InvestmentPurchaseNotFoundException extends AbstractPlatformResourceNotFoundException {
+
+    public InvestmentPurchaseNotFoundException(final Long id) {
+        super("error.msg.investmentpurchase.id.invalid", "Investment purchase with identifier " + id + " does not exist", id);
+    }
+}
@@ -0,0 +1,28 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.exception;
+
+import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
+
+public class InvestmentScriptNotFoundException extends AbstractPlatformResourceNotFoundException {
+
+    public InvestmentScriptNotFoundException(final Long id) {
+        super("error.msg.investmentscript.id.invalid", "Investment script with identifier " + id + " does not exist", id);
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTPARTY", action = "CREATE")
+@RequiredArgsConstructor
+public class CreateInvestmentPartyCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentMasterWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.createParty(command);
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentPurchaseWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTPURCHASE", action = "CREATE")
+@RequiredArgsConstructor
+public class CreateInvestmentPurchaseCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentPurchaseWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.createPurchase(command);
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTSCRIPT", action = "CREATE")
+@RequiredArgsConstructor
+public class CreateInvestmentScriptCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentMasterWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.createScript(command);
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTPARTY", action = "DELETE")
+@RequiredArgsConstructor
+public class DeleteInvestmentPartyCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentMasterWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.deleteParty(command.entityId());
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentPurchaseWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTPURCHASE", action = "DELETE")
+@RequiredArgsConstructor
+public class DeleteInvestmentPurchaseCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentPurchaseWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.deletePurchase(command.entityId());
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTPARTY", action = "UPDATE")
+@RequiredArgsConstructor
+public class UpdateInvestmentPartyCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentMasterWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.updateParty(command.entityId(), command);
+    }
+}
@@ -0,0 +1,42 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.handler;
+
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.commands.annotation.CommandType;
+import org.apache.fineract.commands.handler.NewCommandSourceHandler;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.portfolio.investment.service.InvestmentMasterWritePlatformService;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@CommandType(entity = "INVESTMENTSCRIPT", action = "UPDATE")
+@RequiredArgsConstructor
+public class UpdateInvestmentScriptCommandHandler implements NewCommandSourceHandler {
+
+    private final InvestmentMasterWritePlatformService writePlatformService;
+
+    @Transactional
+    @Override
+    public CommandProcessingResult processCommand(final JsonCommand command) {
+        return this.writePlatformService.updateScript(command.entityId(), command);
+    }
+}
@@ -0,0 +1,254 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.serialization;
+
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ADDRESS1;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ADDRESS2;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ADDRESS3;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.BANK_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.BOND_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.BOND_TYPES;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CITY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.COMPANY_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CORP_CODE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_ACCOUNT_NO;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_BANK_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_BRANCH_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_IFSC;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.DEBT_BOND_TYPES;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.EXPOSURE_LIMIT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.FACE_VALUE_PER_UNIT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.FAX;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.GL_ACCOUNT_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.INT_RATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ISIN;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ISSUE_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.LEI_NO;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.MATURITY_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PARTY_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PARTY_PARAMS;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PHONE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PINCODE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.RBI_CODE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.RESOURCE_PARTY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.RESOURCE_SCRIPT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SCRIPT_DESC;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SCRIPT_PARAMS;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SLR_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SLR_TYPES;
+
+import com.google.gson.JsonElement;
+import com.google.gson.reflect.TypeToken;
+import java.lang.reflect.Type;
+import java.math.BigDecimal;
+import java.time.LocalDate;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import lombok.RequiredArgsConstructor;
+import org.apache.commons.lang3.StringUtils;
+import org.apache.fineract.infrastructure.core.data.ApiParameterError;
+import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
+import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
+import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
+import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
+import org.springframework.stereotype.Component;
+
+/** Validates Bank / Party Master and Script Master requests before anything is written. */
+@Component
+@RequiredArgsConstructor
+public final class InvestmentMasterCommandFromApiJsonDeserializer {
+
+    private static final String IFSC_PATTERN = "^[A-Z]{4}0[A-Z0-9]{6}$";
+    private static final String PINCODE_PATTERN = "^[0-9]{6}$";
+
+    private final FromJsonHelper fromApiJsonHelper;
+
+    // -------------------- Bank / Party Master --------------------
+
+    public void validateForCreateParty(final String json) {
+        validateParty(json, true);
+    }
+
+    public void validateForUpdateParty(final String json) {
+        validateParty(json, false);
+    }
+
+    private void validateParty(final String json, final boolean create) {
+        final JsonElement element = parse(json, PARTY_PARAMS);
+        final List<ApiParameterError> errors = new ArrayList<>();
+        final DataValidatorBuilder v = new DataValidatorBuilder(errors).resource(RESOURCE_PARTY);
+
+        validateBondType(element, v, create);
+        validateRequiredString(element, v, PARTY_NAME, 150, create);
+        validateGlAccountId(element, v, create);
+        validateAddress(element, v);
+        validateOptionalString(element, v, BANK_TYPE, 60);
+        validateOptionalString(element, v, RBI_CODE, 30);
+        validateOptionalString(element, v, LEI_NO, 30);
+        validateOptionalString(element, v, CP_BANK_NAME, 150);
+        validateOptionalString(element, v, CP_BRANCH_NAME, 150);
+        validateOptionalString(element, v, CP_ACCOUNT_NO, 40);
+
+        final String ifsc = this.fromApiJsonHelper.extractStringNamed(CP_IFSC, element);
+        if (StringUtils.isNotBlank(ifsc)) {
+            v.reset().parameter(CP_IFSC).value(ifsc.trim().toUpperCase()).matchesRegularExpression(IFSC_PATTERN,
+                    "IFSC must be 11 characters: 4 letters, 0, then 6 letters/digits");
+        }
+
+        if (this.fromApiJsonHelper.parameterExists(EXPOSURE_LIMIT, element)) {
+            final BigDecimal limit = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(EXPOSURE_LIMIT, element);
+            v.reset().parameter(EXPOSURE_LIMIT).value(limit).ignoreIfNull().zeroOrPositiveAmount();
+        }
+        throwIfErrors(errors);
+    }
+
+    // -------------------- Script Master --------------------
+
+    public void validateForCreateScript(final String json) {
+        validateScript(json, true);
+    }
+
+    public void validateForUpdateScript(final String json, final String existingBondType) {
+        validateScript(json, false, existingBondType);
+    }
+
+    private void validateScript(final String json, final boolean create) {
+        validateScript(json, create, null);
+    }
+
+    private void validateScript(final String json, final boolean create, final String existingBondType) {
+        final JsonElement element = parse(json, SCRIPT_PARAMS);
+        final List<ApiParameterError> errors = new ArrayList<>();
+        final DataValidatorBuilder v = new DataValidatorBuilder(errors).resource(RESOURCE_SCRIPT);
+
+        validateBondType(element, v, create);
+        validateRequiredString(element, v, SCRIPT_DESC, 150, create);
+        validateGlAccountId(element, v, create);
+
+        final String slrType = this.fromApiJsonHelper.extractStringNamed(SLR_TYPE, element);
+        if (StringUtils.isNotBlank(slrType)) {
+            v.reset().parameter(SLR_TYPE).value(slrType).isOneOfTheseValues(SLR_TYPES.toArray());
+        }
+
+        final String bondType = create ? this.fromApiJsonHelper.extractStringNamed(BOND_TYPE, element) : existingBondType;
+        final boolean debt = bondType != null && DEBT_BOND_TYPES.contains(bondType);
+
+        final String isin = this.fromApiJsonHelper.extractStringNamed(ISIN, element);
+        if (create && debt) {
+            v.reset().parameter(ISIN).value(isin).notBlank();
+        }
+        v.reset().parameter(ISIN).value(isin).ignoreIfNull().notExceedingLengthOf(20);
+
+        if (this.fromApiJsonHelper.parameterExists(INT_RATE, element) || (create && debt)) {
+            final BigDecimal intRate = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(INT_RATE, element);
+            final DataValidatorBuilder rate = v.reset().parameter(INT_RATE).value(intRate);
+            if (create && debt) {
+                rate.notNull();
+            }
+            rate.ignoreIfNull().zeroOrPositiveAmount();
+        }
+
+        if (this.fromApiJsonHelper.parameterExists(FACE_VALUE_PER_UNIT, element)) {
+            final BigDecimal fv = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(FACE_VALUE_PER_UNIT, element);
+            v.reset().parameter(FACE_VALUE_PER_UNIT).value(fv).ignoreIfNull().positiveAmount();
+        }
+
+        LocalDate issueDate = null;
+        if (this.fromApiJsonHelper.parameterExists(ISSUE_DATE, element) || (create && debt)) {
+            issueDate = this.fromApiJsonHelper.extractLocalDateNamed(ISSUE_DATE, element);
+            if (create && debt) {
+                v.reset().parameter(ISSUE_DATE).value(issueDate).notNull();
+            }
+        }
+        if (this.fromApiJsonHelper.parameterExists(MATURITY_DATE, element)) {
+            final LocalDate maturityDate = this.fromApiJsonHelper.extractLocalDateNamed(MATURITY_DATE, element);
+            v.reset().parameter(MATURITY_DATE).value(maturityDate).ignoreIfNull().validateDateAfter(issueDate);
+        }
+
+        validateOptionalString(element, v, COMPANY_NAME, 150);
+        validateOptionalString(element, v, CORP_CODE, 30);
+        validateAddress(element, v);
+        throwIfErrors(errors);
+    }
+
+    // -------------------- shared --------------------
+
+    private void validateBondType(final JsonElement element, final DataValidatorBuilder v, final boolean required) {
+        final String bondType = this.fromApiJsonHelper.extractStringNamed(BOND_TYPE, element);
+        if (required) {
+            v.reset().parameter(BOND_TYPE).value(bondType).notBlank();
+        }
+        if (StringUtils.isNotBlank(bondType)) {
+            v.reset().parameter(BOND_TYPE).value(bondType).isOneOfTheseValues(BOND_TYPES.toArray());
+        }
+    }
+
+    private void validateGlAccountId(final JsonElement element, final DataValidatorBuilder v, final boolean required) {
+        if (!required && !this.fromApiJsonHelper.parameterExists(GL_ACCOUNT_ID, element)) {
+            return;
+        }
+        final Long glAccountId = this.fromApiJsonHelper.extractLongNamed(GL_ACCOUNT_ID, element);
+        v.reset().parameter(GL_ACCOUNT_ID).value(glAccountId).notNull().longGreaterThanZero();
+    }
+
+    private void validateRequiredString(final JsonElement element, final DataValidatorBuilder v, final String param, final int maxLength,
+            final boolean required) {
+        if (!required && !this.fromApiJsonHelper.parameterExists(param, element)) {
+            return;
+        }
+        final String value = this.fromApiJsonHelper.extractStringNamed(param, element);
+        v.reset().parameter(param).value(value).notBlank().notExceedingLengthOf(maxLength);
+    }
+
+    private void validateOptionalString(final JsonElement element, final DataValidatorBuilder v, final String param,
+            final int maxLength) {
+        final String value = this.fromApiJsonHelper.extractStringNamed(param, element);
+        v.reset().parameter(param).value(value).ignoreIfNull().notExceedingLengthOf(maxLength);
+    }
+
+    private void validateAddress(final JsonElement element, final DataValidatorBuilder v) {
+        validateOptionalString(element, v, ADDRESS1, 150);
+        validateOptionalString(element, v, ADDRESS2, 150);
+        validateOptionalString(element, v, ADDRESS3, 150);
+        validateOptionalString(element, v, CITY, 100);
+        validateOptionalString(element, v, PHONE, 20);
+        validateOptionalString(element, v, FAX, 20);
+        final String pincode = this.fromApiJsonHelper.extractStringNamed(PINCODE, element);
+        if (StringUtils.isNotBlank(pincode)) {
+            v.reset().parameter(PINCODE).value(pincode.trim()).matchesRegularExpression(PINCODE_PATTERN, "Pincode must be 6 digits");
+        }
+    }
+
+    private JsonElement parse(final String json, final Set<String> supportedParams) {
+        if (StringUtils.isBlank(json)) {
+            throw new InvalidJsonException();
+        }
+        final Type typeOfMap = new TypeToken<Map<String, Object>>() {}.getType();
+        this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, supportedParams);
+        return this.fromApiJsonHelper.parse(json);
+    }
+
+    private void throwIfErrors(final List<ApiParameterError> errors) {
+        if (!errors.isEmpty()) {
+            throw new PlatformApiDataValidationException("validation.msg.validation.errors.exist", "Validation errors exist.", errors);
+        }
+    }
+}
@@ -0,0 +1,140 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.serialization;
+
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.BOND_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.BROKERAGE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CATEGORIES;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CATEGORY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CONSIDER_AMT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CR_GL_ACCOUNT_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.DEAL_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.DEAL_TIME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.FACE_VALUE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.LAST_INT_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.NAV;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.OTHER_DETAILS;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.PARAMS;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.PARTY_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.PURCHASE_RATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.RESOURCE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SCRIPT_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SETTLEMENT_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SETTLEMENT_TYPES;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.STAMP_DUTY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SUB_TYPE;
+
+import com.google.gson.JsonElement;
+import com.google.gson.reflect.TypeToken;
+import java.lang.reflect.Type;
+import java.math.BigDecimal;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Map;
+import lombok.RequiredArgsConstructor;
+import org.apache.commons.lang3.StringUtils;
+import org.apache.fineract.infrastructure.core.data.ApiParameterError;
+import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
+import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
+import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
+import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
+import org.apache.fineract.portfolio.investment.api.InvestmentApiConstants;
+import org.springframework.stereotype.Component;
+
+/** Validates a Purchase Entry before anything is computed or written. */
+@Component
+@RequiredArgsConstructor
+public final class InvestmentPurchaseCommandFromApiJsonDeserializer {
+
+    private static final String TIME_PATTERN = "^([01][0-9]|2[0-3]):[0-5][0-9]:[0-5][0-9]$";
+
+    private final FromJsonHelper fromApiJsonHelper;
+
+    public void validateForCreate(final String json) {
+        if (StringUtils.isBlank(json)) {
+            throw new InvalidJsonException();
+        }
+        final Type typeOfMap = new TypeToken<Map<String, Object>>() {}.getType();
+        this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, PARAMS);
+        final JsonElement element = this.fromApiJsonHelper.parse(json);
+
+        final List<ApiParameterError> errors = new ArrayList<>();
+        final DataValidatorBuilder v = new DataValidatorBuilder(errors).resource(RESOURCE);
+
+        final String bondType = this.fromApiJsonHelper.extractStringNamed(BOND_TYPE, element);
+        v.reset().parameter(BOND_TYPE).value(bondType).notBlank();
+        if (StringUtils.isNotBlank(bondType)) {
+            v.reset().parameter(BOND_TYPE).value(bondType).isOneOfTheseValues(InvestmentApiConstants.BOND_TYPES.toArray());
+        }
+        v.reset().parameter(SCRIPT_ID).value(this.fromApiJsonHelper.extractLongNamed(SCRIPT_ID, element)).notNull().longGreaterThanZero();
+        v.reset().parameter(PARTY_ID).value(this.fromApiJsonHelper.extractLongNamed(PARTY_ID, element)).notNull().longGreaterThanZero();
+        v.reset().parameter(CR_GL_ACCOUNT_ID).value(this.fromApiJsonHelper.extractLongNamed(CR_GL_ACCOUNT_ID, element)).notNull()
+                .longGreaterThanZero();
+        v.reset().parameter(DEAL_DATE).value(this.fromApiJsonHelper.extractLocalDateNamed(DEAL_DATE, element)).notNull();
+
+        final String settlementType = this.fromApiJsonHelper.extractStringNamed(SETTLEMENT_TYPE, element);
+        v.reset().parameter(SETTLEMENT_TYPE).value(settlementType).notBlank();
+        if (StringUtils.isNotBlank(settlementType)) {
+            v.reset().parameter(SETTLEMENT_TYPE).value(settlementType).isOneOfTheseValues(SETTLEMENT_TYPES.toArray());
+        }
+
+        final String category = this.fromApiJsonHelper.extractStringNamed(CATEGORY, element);
+        v.reset().parameter(CATEGORY).value(category).notBlank();
+        if (StringUtils.isNotBlank(category)) {
+            v.reset().parameter(CATEGORY).value(category).isOneOfTheseValues(CATEGORIES.toArray());
+        }
+
+        if ("MUTUAL_FUND".equals(bondType)) {
+            v.reset().parameter(CONSIDER_AMT).value(amount(CONSIDER_AMT, element)).notNull().positiveAmount();
+            v.reset().parameter(NAV).value(amount(NAV, element)).notNull().positiveAmount();
+        } else {
+            v.reset().parameter(FACE_VALUE).value(amount(FACE_VALUE, element)).notNull().positiveAmount();
+            v.reset().parameter(PURCHASE_RATE).value(amount(PURCHASE_RATE, element)).notNull().positiveAmount();
+            v.reset().parameter(LAST_INT_DATE).value(this.fromApiJsonHelper.extractLocalDateNamed(LAST_INT_DATE, element)).notNull();
+        }
+        v.reset().parameter(BROKERAGE).value(amount(BROKERAGE, element)).ignoreIfNull().zeroOrPositiveAmount();
+        v.reset().parameter(STAMP_DUTY).value(amount(STAMP_DUTY, element)).ignoreIfNull().zeroOrPositiveAmount();
+
+        final String dealTime = this.fromApiJsonHelper.extractStringNamed(DEAL_TIME, element);
+        if (StringUtils.isNotBlank(dealTime)) {
+            v.reset().parameter(DEAL_TIME).value(dealTime).matchesRegularExpression(TIME_PATTERN, "Deal Time must be HH:mm:ss (24 hr)");
+        }
+        v.reset().parameter(SUB_TYPE).value(this.fromApiJsonHelper.extractStringNamed(SUB_TYPE, element)).ignoreIfNull()
+                .notExceedingLengthOf(40);
+
+        if (this.fromApiJsonHelper.parameterExists(OTHER_DETAILS, element)) {
+            final JsonElement other = element.getAsJsonObject().get(OTHER_DETAILS);
+            if (!other.isJsonNull() && !other.isJsonObject()) {
+                v.reset().parameter(OTHER_DETAILS).failWithCode("must.be.an.object");
+            } else if (other.isJsonObject() && other.toString().length() > 4000) {
+                v.reset().parameter(OTHER_DETAILS).failWithCode("too.long");
+            }
+        }
+
+        if (!errors.isEmpty()) {
+            throw new PlatformApiDataValidationException("validation.msg.validation.errors.exist", "Validation errors exist.", errors);
+        }
+    }
+
+    private BigDecimal amount(final String param, final JsonElement element) {
+        return this.fromApiJsonHelper.parameterExists(param, element)
+                ? this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(param, element)
+                : null;
+    }
+}
@@ -0,0 +1,34 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import java.util.List;
+import org.apache.fineract.portfolio.investment.data.InvestmentPartyData;
+import org.apache.fineract.portfolio.investment.data.InvestmentScriptData;
+
+public interface InvestmentMasterReadPlatformService {
+
+    List<InvestmentPartyData> retrieveAllParties();
+
+    InvestmentPartyData retrieveParty(Long partyId);
+
+    List<InvestmentScriptData> retrieveAllScripts();
+
+    InvestmentScriptData retrieveScript(Long scriptId);
+}
@@ -0,0 +1,65 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import java.util.List;
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.portfolio.investment.data.InvestmentPartyData;
+import org.apache.fineract.portfolio.investment.data.InvestmentScriptData;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPartyRepository;
+import org.apache.fineract.portfolio.investment.domain.InvestmentScriptRepository;
+import org.apache.fineract.portfolio.investment.exception.InvestmentPartyNotFoundException;
+import org.apache.fineract.portfolio.investment.exception.InvestmentScriptNotFoundException;
+import org.springframework.data.domain.Sort;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+/** Masters are small (tens of rows), so they are listed whole, newest first, the way the screens show them. */
+@Service
+@RequiredArgsConstructor
+@Transactional(readOnly = true)
+public class InvestmentMasterReadPlatformServiceImpl implements InvestmentMasterReadPlatformService {
+
+    private static final Sort NEWEST_FIRST = Sort.by(Sort.Direction.DESC, "id");
+
+    private final InvestmentPartyRepository partyRepository;
+    private final InvestmentScriptRepository scriptRepository;
+
+    @Override
+    public List<InvestmentPartyData> retrieveAllParties() {
+        return this.partyRepository.findAll(NEWEST_FIRST).stream().map(InvestmentPartyData::from).toList();
+    }
+
+    @Override
+    public InvestmentPartyData retrieveParty(final Long partyId) {
+        return this.partyRepository.findById(partyId).map(InvestmentPartyData::from)
+                .orElseThrow(() -> new InvestmentPartyNotFoundException(partyId));
+    }
+
+    @Override
+    public List<InvestmentScriptData> retrieveAllScripts() {
+        return this.scriptRepository.findAll(NEWEST_FIRST).stream().map(InvestmentScriptData::from).toList();
+    }
+
+    @Override
+    public InvestmentScriptData retrieveScript(final Long scriptId) {
+        return this.scriptRepository.findById(scriptId).map(InvestmentScriptData::from)
+                .orElseThrow(() -> new InvestmentScriptNotFoundException(scriptId));
+    }
+}
@@ -0,0 +1,35 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+
+public interface InvestmentMasterWritePlatformService {
+
+    CommandProcessingResult createParty(JsonCommand command);
+
+    CommandProcessingResult updateParty(Long partyId, JsonCommand command);
+
+    CommandProcessingResult deleteParty(Long partyId);
+
+    CommandProcessingResult createScript(JsonCommand command);
+
+    CommandProcessingResult updateScript(Long scriptId, JsonCommand command);
+}
@@ -0,0 +1,298 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ACTIVE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ADDRESS1;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ADDRESS2;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ADDRESS3;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.BANK_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.BOND_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CITY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.COMPANY_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CORP_CODE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_ACCOUNT_NO;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_BANK_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_BRANCH_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.CP_IFSC;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.EXPOSURE_LIMIT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.FACE_VALUE_PER_UNIT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.FAX;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.GL_ACCOUNT_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.INT_RATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ISIN;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.ISSUE_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.LEI_NO;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.MATURITY_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PARTY_CODE_PREFIX;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PARTY_NAME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PHONE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.PINCODE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.RBI_CODE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SCRIPT_CODE_PREFIX;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SCRIPT_DESC;
+import static org.apache.fineract.portfolio.investment.api.InvestmentApiConstants.SLR_TYPE;
+
+import java.math.BigDecimal;
+import java.util.function.Consumer;
+import lombok.RequiredArgsConstructor;
+import org.apache.commons.lang3.StringUtils;
+import org.apache.fineract.accounting.glaccount.domain.GLAccount;
+import org.apache.fineract.accounting.glaccount.domain.GLAccountRepositoryWrapper;
+import org.apache.fineract.accounting.glaccount.domain.GLAccountType;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
+import org.apache.fineract.infrastructure.core.exception.GeneralPlatformDomainRuleException;
+import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
+import org.apache.fineract.portfolio.investment.domain.InvestmentParty;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPartyRepository;
+import org.apache.fineract.portfolio.investment.domain.InvestmentScript;
+import org.apache.fineract.portfolio.investment.domain.InvestmentScriptRepository;
+import org.apache.fineract.portfolio.investment.exception.InvestmentPartyNotFoundException;
+import org.apache.fineract.portfolio.investment.exception.InvestmentScriptNotFoundException;
+import org.apache.fineract.portfolio.investment.serialization.InvestmentMasterCommandFromApiJsonDeserializer;
+import org.springframework.dao.DataIntegrityViolationException;
+import org.springframework.jdbc.core.JdbcTemplate;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@RequiredArgsConstructor
+public class InvestmentMasterWritePlatformServiceImpl implements InvestmentMasterWritePlatformService {
+
+    private final InvestmentMasterCommandFromApiJsonDeserializer validator;
+    private final InvestmentPartyRepository partyRepository;
+    private final InvestmentScriptRepository scriptRepository;
+    private final GLAccountRepositoryWrapper glAccountRepository;
+    private final JdbcTemplate jdbcTemplate;
+
+    // -------------------- Bank / Party Master --------------------
+
+    @Override
+    @Transactional
+    public CommandProcessingResult createParty(final JsonCommand command) {
+        this.validator.validateForCreateParty(command.json());
+        final InvestmentParty party = new InvestmentParty();
+        party.setPartyCode(nextPartyCode());
+        applyParty(party, command);
+        if (command.parameterExists(ACTIVE)) {
+            party.setActive(command.booleanPrimitiveValueOfParameterNamed(ACTIVE));
+        }
+        final InvestmentParty saved = saveParty(party);
+        return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(saved.getId())
+                .withResourceIdAsString(saved.getPartyCode()).build();
+    }
+
+    @Override
+    @Transactional
+    public CommandProcessingResult updateParty(final Long partyId, final JsonCommand command) {
+        this.validator.validateForUpdateParty(command.json());
+        final InvestmentParty party = this.partyRepository.findById(partyId).orElseThrow(() -> new InvestmentPartyNotFoundException(partyId));
+        applyParty(party, command);
+        if (command.parameterExists(ACTIVE)) {
+            party.setActive(command.booleanPrimitiveValueOfParameterNamed(ACTIVE));
+        }
+        saveParty(party);
+        return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(partyId)
+                .withResourceIdAsString(party.getPartyCode()).build();
+    }
+
+    @Override
+    @Transactional
+    public CommandProcessingResult deleteParty(final Long partyId) {
+        final InvestmentParty party = this.partyRepository.findById(partyId).orElseThrow(() -> new InvestmentPartyNotFoundException(partyId));
+        this.partyRepository.delete(party);
+        this.partyRepository.flush();
+        return new CommandProcessingResultBuilder().withEntityId(partyId).withResourceIdAsString(party.getPartyCode()).build();
+    }
+
+    /** Copies every party field present in the request onto the entity (absent fields are left unchanged). */
+    private void applyParty(final InvestmentParty p, final JsonCommand command) {
+        setIfPresent(command, BOND_TYPE, p::setBondType);
+        setIfPresent(command, PARTY_NAME, p::setPartyName);
+        setIfPresent(command, ADDRESS1, p::setAddress1);
+        setIfPresent(command, ADDRESS2, p::setAddress2);
+        setIfPresent(command, ADDRESS3, p::setAddress3);
+        setIfPresent(command, CITY, p::setCity);
+        setIfPresent(command, PINCODE, p::setPincode);
+        setIfPresent(command, PHONE, p::setPhone);
+        setIfPresent(command, FAX, p::setFax);
+        setIfPresent(command, BANK_TYPE, p::setBankType);
+        setIfPresent(command, RBI_CODE, p::setRbiCode);
+        setIfPresent(command, LEI_NO, p::setLeiNo);
+        setIfPresent(command, CP_BANK_NAME, p::setCpBankName);
+        setIfPresent(command, CP_BRANCH_NAME, p::setCpBranchName);
+        setIfPresent(command, CP_ACCOUNT_NO, p::setCpAccountNo);
+        if (command.parameterExists(CP_IFSC)) {
+            final String ifsc = command.stringValueOfParameterNamedAllowingNull(CP_IFSC);
+            p.setCpIfsc(StringUtils.isBlank(ifsc) ? null : ifsc.trim().toUpperCase());
+        }
+        if (command.parameterExists(EXPOSURE_LIMIT)) {
+            p.setExposureLimit(command.bigDecimalValueOfParameterNamed(EXPOSURE_LIMIT));
+        }
+        if (command.parameterExists(GL_ACCOUNT_ID)) {
+            p.setGlAccount(postableAssetGl(command.longValueOfParameterNamed(GL_ACCOUNT_ID)));
+        }
+    }
+
+    private InvestmentParty saveParty(final InvestmentParty party) {
+        try {
+            return this.partyRepository.saveAndFlush(party);
+        } catch (final DataIntegrityViolationException e) {
+            throw new PlatformDataIntegrityException("error.msg.investmentparty.duplicate", "A party with this code already exists",
+                    "partyCode", party.getPartyCode());
+        }
+    }
+
+    /** Next code in the PTY-001, PTY-002 … series. */
+    private String nextPartyCode() {
+        final Integer max = this.jdbcTemplate.queryForObject(
+                "SELECT MAX(CAST(SUBSTRING(party_code FROM 5) AS INTEGER)) FROM m_investment_party WHERE party_code ~ '^PTY-[0-9]+$'",
+                Integer.class);
+        return PARTY_CODE_PREFIX + String.format("%03d", (max == null ? 0 : max) + 1);
+    }
+
+    // -------------------- Script Master --------------------
+
+    @Override
+    @Transactional
+    public CommandProcessingResult createScript(final JsonCommand command) {
+        this.validator.validateForCreateScript(command.json());
+        final InvestmentScript script = new InvestmentScript();
+        script.setBondType(command.stringValueOfParameterNamed(BOND_TYPE));
+        script.setScriptCode(nextScriptCode(script.getBondType()));
+        script.setFaceValuePerUnit(defaultFaceValue(script.getBondType()));
+        applyScript(script, command);
+        if (command.parameterExists(ACTIVE)) {
+            script.setActive(command.booleanPrimitiveValueOfParameterNamed(ACTIVE));
+        }
+        final InvestmentScript saved = saveScript(script);
+        return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(saved.getId())
+                .withResourceIdAsString(saved.getScriptCode()).build();
+    }
+
+    @Override
+    @Transactional
+    public CommandProcessingResult updateScript(final Long scriptId, final JsonCommand command) {
+        final InvestmentScript script = this.scriptRepository.findById(scriptId)
+                .orElseThrow(() -> new InvestmentScriptNotFoundException(scriptId));
+        this.validator.validateForUpdateScript(command.json(), script.getBondType());
+        if (command.parameterExists(BOND_TYPE) && !script.getBondType().equals(command.stringValueOfParameterNamed(BOND_TYPE))) {
+            // The script code carries the bond-type letter (G00001), so the type cannot change once created.
+            throw new GeneralPlatformDomainRuleException("error.msg.investmentscript.bondtype.immutable",
+                    "Bond Type of an existing script cannot be changed", script.getScriptCode());
+        }
+        applyScript(script, command);
+        if (command.parameterExists(ACTIVE)) {
+            script.setActive(command.booleanPrimitiveValueOfParameterNamed(ACTIVE));
+        }
+        saveScript(script);
+        return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(scriptId)
+                .withResourceIdAsString(script.getScriptCode()).build();
+    }
+
+    private void applyScript(final InvestmentScript s, final JsonCommand command) {
+        setIfPresent(command, SLR_TYPE, s::setSlrType);
+        setIfPresent(command, SCRIPT_DESC, s::setScriptDesc);
+        setIfPresent(command, ISIN, s::setIsin);
+        setIfPresent(command, COMPANY_NAME, s::setCompanyName);
+        setIfPresent(command, ADDRESS1, s::setAddress1);
+        setIfPresent(command, ADDRESS2, s::setAddress2);
+        setIfPresent(command, ADDRESS3, s::setAddress3);
+        setIfPresent(command, CITY, s::setCity);
+        setIfPresent(command, PINCODE, s::setPincode);
+        setIfPresent(command, PHONE, s::setPhone);
+        setIfPresent(command, FAX, s::setFax);
+        setIfPresent(command, CORP_CODE, s::setCorpCode);
+        if (command.parameterExists(FACE_VALUE_PER_UNIT) && command.bigDecimalValueOfParameterNamed(FACE_VALUE_PER_UNIT) != null) {
+            s.setFaceValuePerUnit(command.bigDecimalValueOfParameterNamed(FACE_VALUE_PER_UNIT));
+        }
+        if (command.parameterExists(INT_RATE)) {
+            s.setIntRate(command.bigDecimalValueOfParameterNamed(INT_RATE));
+        }
+        if (command.parameterExists(ISSUE_DATE)) {
+            s.setIssueDate(command.localDateValueOfParameterNamed(ISSUE_DATE));
+        }
+        if (command.parameterExists(MATURITY_DATE)) {
+            s.setMaturityDate(command.localDateValueOfParameterNamed(MATURITY_DATE));
+        }
+        if (s.getIssueDate() != null && s.getMaturityDate() != null && s.getMaturityDate().isBefore(s.getIssueDate())) {
+            throw new GeneralPlatformDomainRuleException("error.msg.investmentscript.maturity.before.issue",
+                    "Maturity date cannot be before the issue date");
+        }
+        if (command.parameterExists(GL_ACCOUNT_ID)) {
+            s.setGlAccount(postableAssetGl(command.longValueOfParameterNamed(GL_ACCOUNT_ID)));
+        }
+    }
+
+    private InvestmentScript saveScript(final InvestmentScript script) {
+        try {
+            return this.scriptRepository.saveAndFlush(script);
+        } catch (final DataIntegrityViolationException e) {
+            throw new PlatformDataIntegrityException("error.msg.investmentscript.duplicate", "A script with this code already exists",
+                    "scriptCode", script.getScriptCode());
+        }
+    }
+
+    /** Next code for the bond type — its letter plus a five-digit running number, e.g. G00001. */
+    private String nextScriptCode(final String bondType) {
+        final String prefix = SCRIPT_CODE_PREFIX.get(bondType);
+        final Integer max = this.jdbcTemplate.queryForObject(
+                "SELECT MAX(CAST(SUBSTRING(script_code FROM 2) AS INTEGER)) FROM m_investment_script WHERE script_code ~ ?",
+                Integer.class, "^" + prefix + "[0-9]{5}$");
+        return prefix + String.format("%05d", (max == null ? 0 : max) + 1);
+    }
+
+    /** Face value of one unit: ₹100 for securities and bonds, as the existing CBS defaults it. */
+    private BigDecimal defaultFaceValue(final String bondType) {
+        return switch (bondType) {
+            case "MUTUAL_FUND" -> BigDecimal.valueOf(1000);
+            case "SHARE", "FD" -> BigDecimal.ONE;
+            default -> BigDecimal.valueOf(100);
+        };
+    }
+
+    // -------------------- shared --------------------
+
+    /** An investment is an asset, so the mapped GL must be an enabled ASSET detail account. */
+    private GLAccount postableAssetGl(final Long glAccountId) {
+        final GLAccount gl = this.glAccountRepository.findOneWithNotFoundDetection(glAccountId);
+        if (gl.isHeaderAccount()) {
+            throw new GeneralPlatformDomainRuleException("error.msg.investment.glaccount.header",
+                    "GL " + gl.getGlCode() + " is a header account; choose a detail account", glAccountId);
+        }
+        if (gl.isDisabled()) {
+            throw new GeneralPlatformDomainRuleException("error.msg.investment.glaccount.disabled", "GL " + gl.getGlCode() + " is disabled",
+                    glAccountId);
+        }
+        if (!GLAccountType.ASSET.getValue().equals(gl.getType())) {
+            throw new GeneralPlatformDomainRuleException("error.msg.investment.glaccount.not.asset",
+                    "GL " + gl.getGlCode() + " is not an Asset account", glAccountId);
+        }
+        return gl;
+    }
+
+    private static void setIfPresent(final JsonCommand command, final String param, final Consumer<String> setter) {
+        if (command.parameterExists(param)) {
+            final String value = command.stringValueOfParameterNamedAllowingNull(param);
+            setter.accept(StringUtils.isBlank(value) ? null : value.trim());
+        }
+    }
+}
@@ -0,0 +1,46 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import java.util.List;
+import lombok.RequiredArgsConstructor;
+import org.apache.fineract.portfolio.investment.data.InvestmentPurchaseData;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPurchaseRepository;
+import org.apache.fineract.portfolio.investment.exception.InvestmentPurchaseNotFoundException;
+import org.springframework.data.domain.Sort;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+@Service
+@RequiredArgsConstructor
+@Transactional(readOnly = true)
+public class InvestmentPurchaseReadPlatformService {
+
+    private final InvestmentPurchaseRepository purchaseRepository;
+
+    /** All deals, newest first — the Holdings register. */
+    public List<InvestmentPurchaseData> retrieveAll() {
+        return this.purchaseRepository.findAll(Sort.by(Sort.Direction.DESC, "id")).stream().map(InvestmentPurchaseData::from).toList();
+    }
+
+    public InvestmentPurchaseData retrieveOne(final Long purchaseId) {
+        return this.purchaseRepository.findById(purchaseId).map(InvestmentPurchaseData::from)
+                .orElseThrow(() -> new InvestmentPurchaseNotFoundException(purchaseId));
+    }
+}
@@ -0,0 +1,29 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+
+public interface InvestmentPurchaseWritePlatformService {
+
+    CommandProcessingResult createPurchase(JsonCommand command);
+
+    CommandProcessingResult deletePurchase(Long purchaseId);
+}
@@ -0,0 +1,267 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.investment.service;
+
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.BOND_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.BROKERAGE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CATEGORY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CONSIDER_AMT;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.CR_GL_ACCOUNT_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.DEAL_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.DEAL_TIME;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.FACE_VALUE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.LAST_INT_DATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.NAV;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.OTHER_DETAILS;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.PARTY_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.PURCHASE_RATE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SCRIPT_ID;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SETTLEMENT_TYPE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.STAMP_DUTY;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.STATUS_ACTIVE;
+import static org.apache.fineract.portfolio.investment.api.InvestmentPurchaseApiConstants.SUB_TYPE;
+
+import com.google.gson.JsonElement;
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.time.LocalDate;
+import java.time.temporal.ChronoUnit;
+import lombok.RequiredArgsConstructor;
+import org.apache.commons.lang3.StringUtils;
+import org.apache.fineract.accounting.glaccount.domain.GLAccount;
+import org.apache.fineract.accounting.glaccount.domain.GLAccountRepositoryWrapper;
+import org.apache.fineract.accounting.glaccount.domain.GLAccountType;
+import org.apache.fineract.infrastructure.core.api.JsonCommand;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
+import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
+import org.apache.fineract.infrastructure.core.exception.GeneralPlatformDomainRuleException;
+import org.apache.fineract.portfolio.investment.domain.InvestmentParty;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPartyRepository;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPurchase;
+import org.apache.fineract.portfolio.investment.domain.InvestmentPurchaseRepository;
+import org.apache.fineract.portfolio.investment.domain.InvestmentScript;
+import org.apache.fineract.portfolio.investment.domain.InvestmentScriptRepository;
+import org.apache.fineract.portfolio.investment.exception.InvestmentPartyNotFoundException;
+import org.apache.fineract.portfolio.investment.exception.InvestmentPurchaseNotFoundException;
+import org.apache.fineract.portfolio.investment.exception.InvestmentScriptNotFoundException;
+import org.apache.fineract.portfolio.investment.serialization.InvestmentPurchaseCommandFromApiJsonDeserializer;
+import org.springframework.jdbc.core.JdbcTemplate;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+/**
+ * Saves a Purchase Entry as a holding. Every derived figure is computed here from the script master and the deal
+ * inputs, so the stored deal does not depend on what the screen calculated. No GL entry is posted yet.
+ */
+@Service
+@RequiredArgsConstructor
+public class InvestmentPurchaseWritePlatformServiceImpl implements InvestmentPurchaseWritePlatformService {
+
+    private static final BigDecimal HUNDRED = BigDecimal.valueOf(100);
+
+    private final InvestmentPurchaseCommandFromApiJsonDeserializer validator;
+    private final InvestmentPurchaseRepository purchaseRepository;
+    private final InvestmentScriptRepository scriptRepository;
+    private final InvestmentPartyRepository partyRepository;
+    private final GLAccountRepositoryWrapper glAccountRepository;
+    private final JdbcTemplate jdbcTemplate;
+
+    @Override
+    @Transactional
+    public CommandProcessingResult createPurchase(final JsonCommand command) {
+        this.validator.validateForCreate(command.json());
+
+        final String bondType = command.stringValueOfParameterNamed(BOND_TYPE);
+        final Long scriptId = command.longValueOfParameterNamed(SCRIPT_ID);
+        final InvestmentScript script = this.scriptRepository.findById(scriptId)
+                .orElseThrow(() -> new InvestmentScriptNotFoundException(scriptId));
+        final Long partyId = command.longValueOfParameterNamed(PARTY_ID);
+        final InvestmentParty party = this.partyRepository.findById(partyId)
+                .orElseThrow(() -> new InvestmentPartyNotFoundException(partyId));
+        if (!script.isActive()) {
+            throw rule("script.inactive", "Script " + script.getScriptCode() + " is inactive");
+        }
+        if (!script.getBondType().equals(bondType)) {
+            throw rule("script.bondtype.mismatch", "Script " + script.getScriptCode() + " is a " + script.getBondType() + ", not " + bondType);
+        }
+        if (!party.isActive()) {
+            throw rule("party.inactive", "Party " + party.getPartyCode() + " is inactive");
+        }
+
+        final LocalDate dealDate = command.localDateValueOfParameterNamed(DEAL_DATE);
+        if (script.getMaturityDate() != null && dealDate.isAfter(script.getMaturityDate())) {
+            throw rule("deal.after.maturity", "Deal date is after the security's maturity date " + script.getMaturityDate());
+        }
+        final String settlementType = command.stringValueOfParameterNamed(SETTLEMENT_TYPE);
+
+        final InvestmentPurchase p = new InvestmentPurchase();
+        p.setDealNo(nextDealNo(dealDate));
+        p.setCertNo(nextCertNo());
+        p.setBondType(bondType);
+        p.setScript(script);
+        p.setParty(party);
+        p.setDealDate(dealDate);
+        p.setDealTime(StringUtils.trimToNull(command.stringValueOfParameterNamedAllowingNull(DEAL_TIME)));
+        p.setSettlementType(settlementType);
+        p.setSettlementDate(dealDate.plusDays(Long.parseLong(settlementType.substring(2))));
+        p.setCategory(command.stringValueOfParameterNamed(CATEGORY));
+        p.setSubType(StringUtils.trimToNull(command.stringValueOfParameterNamedAllowingNull(SUB_TYPE)));
+        p.setIntRate(script.getIntRate());
+        p.setIssueDate(script.getIssueDate());
+        p.setMaturityDate(script.getMaturityDate());
+        p.setInvestmentGlAccount(script.getGlAccount());
+        p.setCrGlAccount(postableAssetGl(command.longValueOfParameterNamed(CR_GL_ACCOUNT_ID)));
+        p.setOtherDetails(otherDetails(command));
+        p.setStatus(STATUS_ACTIVE);
+
+        final BigDecimal brokerage = zeroIfNull(command.bigDecimalValueOfParameterNamed(BROKERAGE));
+        p.setBrokerage(brokerage);
+        if ("MUTUAL_FUND".equals(bondType)) {
+            computeMutualFund(p, command, brokerage);
+        } else {
+            computeSecurity(p, command, script, brokerage);
+        }
+
+        final InvestmentPurchase saved = this.purchaseRepository.saveAndFlush(p);
+        return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(saved.getId())
+                .withResourceIdAsString(saved.getDealNo()).build();
+    }
+
+    @Override
+    @Transactional
+    public CommandProcessingResult deletePurchase(final Long purchaseId) {
+        final InvestmentPurchase p = this.purchaseRepository.findById(purchaseId)
+                .orElseThrow(() -> new InvestmentPurchaseNotFoundException(purchaseId));
+        if (p.getBalanceUnits().compareTo(p.getUnits()) != 0) {
+            throw rule("purchase.partly.sold", "Deal " + p.getDealNo() + " has been partly sold and cannot be dropped");
+        }
+        this.purchaseRepository.delete(p);
+        this.purchaseRepository.flush();
+        return new CommandProcessingResultBuilder().withEntityId(purchaseId).withResourceIdAsString(p.getDealNo()).build();
+    }
+
+    /** Govt Security / Bond: face value at a price per ₹100, plus interest owed to the seller since the last coupon. */
+    private void computeSecurity(final InvestmentPurchase p, final JsonCommand command, final InvestmentScript script,
+            final BigDecimal brokerage) {
+        final BigDecimal faceValue = command.bigDecimalValueOfParameterNamed(FACE_VALUE);
+        final BigDecimal rate = command.bigDecimalValueOfParameterNamed(PURCHASE_RATE);
+        final LocalDate lastIntDate = command.localDateValueOfParameterNamed(LAST_INT_DATE);
+        if (lastIntDate.isAfter(p.getDealDate())) {
+            throw rule("lastint.after.deal", "Last interest date cannot be after the deal date");
+        }
+        final BigDecimal units = faceValue.divide(script.getFaceValuePerUnit(), 6, RoundingMode.HALF_UP);
+        final BigDecimal cost = faceValue.multiply(rate).divide(HUNDRED, 2, RoundingMode.HALF_UP);
+        final int days = days360(lastIntDate, p.getDealDate());
+        final BigDecimal intRate = zeroIfNull(script.getIntRate());
+        // Interest is counted up to the deal date (the event), not the settlement date — Jitendra Sir.
+        final BigDecimal accrued = faceValue.multiply(intRate).multiply(BigDecimal.valueOf(days))
+                .divide(BigDecimal.valueOf(36000), 0, RoundingMode.HALF_UP);
+
+        p.setFaceValue(faceValue);
+        p.setPurchaseRate(rate);
+        p.setUnits(units);
+        p.setBalanceUnits(units);
+        p.setBookValue(cost.add(brokerage));
+        p.setPremiumDiscount(faceValue.multiply(rate.subtract(HUNDRED)).divide(HUNDRED, 2, RoundingMode.HALF_UP));
+        p.setLastIntDate(lastIntDate);
+        p.setAccruedDays(days);
+        p.setAccruedInterest(accrued);
+        p.setSettlementAmount(p.getBookValue().add(accrued));
+        p.setYtm(approxYtm(intRate, rate, script.getIssueDate(), script.getMaturityDate()));
+    }
+
+    /** Mutual fund: the amount invested buys units at the NAV; stamp duty and brokerage add to the cost. */
+    private void computeMutualFund(final InvestmentPurchase p, final JsonCommand command, final BigDecimal brokerage) {
+        final BigDecimal amount = command.bigDecimalValueOfParameterNamed(CONSIDER_AMT);
+        final BigDecimal nav = command.bigDecimalValueOfParameterNamed(NAV);
+        final BigDecimal stampDuty = zeroIfNull(command.bigDecimalValueOfParameterNamed(STAMP_DUTY));
+        final BigDecimal units = amount.divide(nav, 3, RoundingMode.HALF_UP);
+
+        p.setFaceValue(amount);
+        p.setPurchaseRate(nav);
+        p.setUnits(units);
+        p.setBalanceUnits(units);
+        p.setStampDuty(stampDuty);
+        p.setBookValue(amount.add(stampDuty).add(brokerage));
+        p.setAccruedInterest(BigDecimal.ZERO);
+        p.setAccruedDays(0);
+        p.setSettlementAmount(p.getBookValue());
+    }
+
+    /** Days between two dates on a 30/360 basis (every month 30 days), as the bank's existing CBS counts them. */
+    static int days360(final LocalDate from, final LocalDate to) {
+        if (from == null || to == null || !to.isAfter(from)) {
+            return 0;
+        }
+        final int d1 = Math.min(from.getDayOfMonth(), 30);
+        final int d2 = Math.min(to.getDayOfMonth(), 30);
+        return (to.getYear() - from.getYear()) * 360 + (to.getMonthValue() - from.getMonthValue()) * 30 + (d2 - d1);
+    }
+
+    /** Approximate yield: coupon adjusted for the discount/premium spread over the security's life, over the price. */
+    private static BigDecimal approxYtm(final BigDecimal coupon, final BigDecimal price, final LocalDate issue, final LocalDate maturity) {
+        if (coupon.signum() == 0 || issue == null || maturity == null || !maturity.isAfter(issue)) {
+            return coupon;
+        }
+        final double years = ChronoUnit.DAYS.between(issue, maturity) / 365.25;
+        final double ytm = (coupon.doubleValue() + (100 - price.doubleValue()) / years) / price.doubleValue() * 100;
+        return BigDecimal.valueOf(ytm).setScale(2, RoundingMode.HALF_UP);
+    }
+
+    /** Financial-year deal number: FY start year + FY end (2 digits) + 6-digit running number, e.g. 202627000001. */
+    private String nextDealNo(final LocalDate dealDate) {
+        final int fyStart = dealDate.getMonthValue() >= 4 ? dealDate.getYear() : dealDate.getYear() - 1;
+        final String prefix = fyStart + String.format("%02d", (fyStart + 1) % 100);
+        final Integer max = this.jdbcTemplate.queryForObject(
+                "SELECT MAX(CAST(SUBSTRING(deal_no FROM 7) AS INTEGER)) FROM m_investment_purchase WHERE deal_no LIKE ?", Integer.class,
+                prefix + "%");
+        return prefix + String.format("%06d", (max == null ? 0 : max) + 1);
+    }
+
+    private String nextCertNo() {
+        final Integer max = this.jdbcTemplate.queryForObject(
+                "SELECT MAX(CAST(cert_no AS INTEGER)) FROM m_investment_purchase WHERE cert_no ~ '^[0-9]+$'", Integer.class);
+        return String.valueOf((max == null ? 0 : max) + 1);
+    }
+
+    private static String otherDetails(final JsonCommand command) {
+        if (!command.parameterExists(OTHER_DETAILS)) {
+            return null;
+        }
+        final JsonElement other = command.parsedJson().getAsJsonObject().get(OTHER_DETAILS);
+        return other == null || other.isJsonNull() ? null : other.toString();
+    }
+
+    /** The paying bank account must be an enabled ASSET detail GL. */
+    private GLAccount postableAssetGl(final Long glAccountId) {
+        final GLAccount gl = this.glAccountRepository.findOneWithNotFoundDetection(glAccountId);
+        if (gl.isHeaderAccount() || gl.isDisabled() || !GLAccountType.ASSET.getValue().equals(gl.getType())) {
+            throw rule("cr.glaccount.invalid", "CR. To A/c " + gl.getGlCode() + " must be an enabled Asset detail account");
+        }
+        return gl;
+    }
+
+    private static BigDecimal zeroIfNull(final BigDecimal value) {
+        return value == null ? BigDecimal.ZERO : value;
+    }
+
+    private static GeneralPlatformDomainRuleException rule(final String code, final String message) {
+        return new GeneralPlatformDomainRuleException("error.msg.investmentpurchase." + code, message);
+    }
+}
@@ -165,4 +165,6 @@
    <include file="parts/0590_savings_interest_posting_report_by_branch.xml" relativeToChangelogFile="true"/>
    <include file="parts/0591_cashier_allocation_time_and_deposit_counter_office.xml" relativeToChangelogFile="true"/>
    <include file="parts/0592_enable_teller_cashier_maker_checker.xml" relativeToChangelogFile="true"/>
+    <include file="parts/0593_investment_masters.xml" relativeToChangelogFile="true"/>
+    <include file="parts/0594_investment_purchase.xml" relativeToChangelogFile="true"/>
 </databaseChangeLog>
@@ -0,0 +1,216 @@
+<?xml version="1.1" encoding="UTF-8" standalone="no"?>
+<!--
+
+    Licensed to the Apache Software Foundation (ASF) under one
+    or more contributor license agreements. See the NOTICE file
+    distributed with this work for additional information
+    regarding copyright ownership. The ASF licenses this file
+    to you under the Apache License, Version 2.0 (the
+    "License"); you may not use this file except in compliance
+    with the License. You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+    Unless required by applicable law or agreed to in writing,
+    software distributed under the License is distributed on an
+    "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+    KIND, either express or implied. See the License for the
+    specific language governing permissions and limitations
+    under the License.
+
+-->
+<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
+                   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+                   xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.9.xsd">
+
+    <!--
+        Treasury Investment masters, following the bank's existing CBS screens:
+        - m_investment_party  : Bank / Party Master (whom an investment is bought from / placed with)
+        - m_investment_script : Script Master (what is bought - Govt Security, Bond, Mutual Fund, ...)
+        Party and script codes are generated by the application (PTY-001, G00001). Both rows are
+        tied to the investment (asset) GL they are booked to.
+    -->
+
+    <changeSet author="cbs-anshul" id="0593-1-create-investment-party">
+        <preConditions onFail="MARK_RAN">
+            <not><tableExists tableName="m_investment_party"/></not>
+        </preConditions>
+        <createTable tableName="m_investment_party">
+            <column name="id" type="BIGINT" autoIncrement="true"><constraints nullable="false" primaryKey="true"/></column>
+            <column name="party_code" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="bond_type" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="party_name" type="VARCHAR(150)"><constraints nullable="false"/></column>
+            <column name="address1" type="VARCHAR(150)"/>
+            <column name="address2" type="VARCHAR(150)"/>
+            <column name="address3" type="VARCHAR(150)"/>
+            <column name="city" type="VARCHAR(100)"/>
+            <column name="pincode" type="VARCHAR(10)"/>
+            <column name="phone" type="VARCHAR(20)"/>
+            <column name="fax" type="VARCHAR(20)"/>
+            <column name="bank_type" type="VARCHAR(60)"/>
+            <column name="gl_account_id" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="rbi_code" type="VARCHAR(30)"/>
+            <column name="exposure_limit" type="DECIMAL(19,6)"/>
+            <column name="lei_no" type="VARCHAR(30)"/>
+            <column name="cp_bank_name" type="VARCHAR(150)"/>
+            <column name="cp_branch_name" type="VARCHAR(150)"/>
+            <column name="cp_account_no" type="VARCHAR(40)"/>
+            <column name="cp_ifsc" type="VARCHAR(11)"/>
+            <column name="is_active" type="BOOLEAN" defaultValueBoolean="true"><constraints nullable="false"/></column>
+            <column name="created_by" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="created_on_utc" type="DATETIME"><constraints nullable="false"/></column>
+            <column name="last_modified_by" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="last_modified_on_utc" type="DATETIME"><constraints nullable="false"/></column>
+        </createTable>
+        <addUniqueConstraint tableName="m_investment_party" columnNames="party_code" constraintName="uq_investment_party_code"/>
+        <addForeignKeyConstraint baseTableName="m_investment_party" baseColumnNames="gl_account_id" constraintName="fk_investment_party_gl_account"
+                                 referencedTableName="acc_gl_account" referencedColumnNames="id"/>
+        <createIndex tableName="m_investment_party" indexName="idx_investment_party_bond_type">
+            <column name="bond_type"/>
+        </createIndex>
+    </changeSet>
+
+    <changeSet author="cbs-anshul" id="0593-2-create-investment-script">
+        <preConditions onFail="MARK_RAN">
+            <not><tableExists tableName="m_investment_script"/></not>
+        </preConditions>
+        <createTable tableName="m_investment_script">
+            <column name="id" type="BIGINT" autoIncrement="true"><constraints nullable="false" primaryKey="true"/></column>
+            <column name="script_code" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="bond_type" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="slr_type" type="VARCHAR(20)"/>
+            <column name="script_desc" type="VARCHAR(150)"><constraints nullable="false"/></column>
+            <column name="gl_account_id" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="isin" type="VARCHAR(20)"/>
+            <column name="face_value_per_unit" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="int_rate" type="DECIMAL(9,4)"/>
+            <column name="issue_date" type="DATE"/>
+            <column name="maturity_date" type="DATE"/>
+            <column name="company_name" type="VARCHAR(150)"/>
+            <column name="address1" type="VARCHAR(150)"/>
+            <column name="address2" type="VARCHAR(150)"/>
+            <column name="address3" type="VARCHAR(150)"/>
+            <column name="city" type="VARCHAR(100)"/>
+            <column name="pincode" type="VARCHAR(10)"/>
+            <column name="phone" type="VARCHAR(20)"/>
+            <column name="fax" type="VARCHAR(20)"/>
+            <column name="corp_code" type="VARCHAR(30)"/>
+            <column name="is_active" type="BOOLEAN" defaultValueBoolean="true"><constraints nullable="false"/></column>
+            <column name="created_by" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="created_on_utc" type="DATETIME"><constraints nullable="false"/></column>
+            <column name="last_modified_by" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="last_modified_on_utc" type="DATETIME"><constraints nullable="false"/></column>
+        </createTable>
+        <addUniqueConstraint tableName="m_investment_script" columnNames="script_code" constraintName="uq_investment_script_code"/>
+        <addForeignKeyConstraint baseTableName="m_investment_script" baseColumnNames="gl_account_id" constraintName="fk_investment_script_gl_account"
+                                 referencedTableName="acc_gl_account" referencedColumnNames="id"/>
+        <createIndex tableName="m_investment_script" indexName="idx_investment_script_bond_type">
+            <column name="bond_type"/>
+        </createIndex>
+    </changeSet>
+
+    <changeSet author="cbs-anshul" id="0593-3-investment-master-permissions">
+        <preConditions onFail="MARK_RAN">
+            <sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code IN ('READ_INVESTMENTPARTY', 'CREATE_INVESTMENTPARTY', 'UPDATE_INVESTMENTPARTY', 'DELETE_INVESTMENTPARTY', 'READ_INVESTMENTSCRIPT', 'CREATE_INVESTMENTSCRIPT', 'UPDATE_INVESTMENTSCRIPT', 'CREATE_INVESTMENTPARTY_CHECKER', 'UPDATE_INVESTMENTPARTY_CHECKER', 'DELETE_INVESTMENTPARTY_CHECKER', 'CREATE_INVESTMENTSCRIPT_CHECKER', 'UPDATE_INVESTMENTSCRIPT_CHECKER')</sqlCheck>
+        </preConditions>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="READ_INVESTMENTPARTY"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="READ"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="CREATE_INVESTMENTPARTY"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="CREATE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="UPDATE_INVESTMENTPARTY"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="UPDATE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="DELETE_INVESTMENTPARTY"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="DELETE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="READ_INVESTMENTSCRIPT"/>
+            <column name="entity_name" value="INVESTMENTSCRIPT"/>
+            <column name="action_name" value="READ"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="CREATE_INVESTMENTSCRIPT"/>
+            <column name="entity_name" value="INVESTMENTSCRIPT"/>
+            <column name="action_name" value="CREATE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="UPDATE_INVESTMENTSCRIPT"/>
+            <column name="entity_name" value="INVESTMENTSCRIPT"/>
+            <column name="action_name" value="UPDATE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="CREATE_INVESTMENTPARTY_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="CREATE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="UPDATE_INVESTMENTPARTY_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="UPDATE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="DELETE_INVESTMENTPARTY_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTPARTY"/>
+            <column name="action_name" value="DELETE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="CREATE_INVESTMENTSCRIPT_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTSCRIPT"/>
+            <column name="action_name" value="CREATE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="UPDATE_INVESTMENTSCRIPT_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTSCRIPT"/>
+            <column name="action_name" value="UPDATE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+    </changeSet>
+
+    <!-- Whoever already sees the Investment menu gets to read and maintain its masters. Maker-checker
+         is left off (can_maker_checker=false); it can be switched on per action from
+         Configure Maker Checker Tasks, and the _CHECKER rows above let a checker role approve. -->
+    <changeSet author="cbs-anshul" id="0593-4-grant-investment-master-permissions">
+        <sql>
+            INSERT INTO m_role_permission (role_id, permission_id)
+            SELECT rp.role_id, p.id
+            FROM m_role_permission rp
+            JOIN m_permission menu ON menu.id = rp.permission_id AND menu.code = 'MENU_INVESTMENT'
+            CROSS JOIN m_permission p
+            WHERE p.code IN ('READ_INVESTMENTPARTY', 'CREATE_INVESTMENTPARTY', 'UPDATE_INVESTMENTPARTY', 'DELETE_INVESTMENTPARTY', 'READ_INVESTMENTSCRIPT', 'CREATE_INVESTMENTSCRIPT', 'UPDATE_INVESTMENTSCRIPT')
+              AND NOT EXISTS (SELECT 1 FROM m_role_permission x WHERE x.role_id = rp.role_id AND x.permission_id = p.id)
+        </sql>
+    </changeSet>
+</databaseChangeLog>
@@ -0,0 +1,149 @@
+<?xml version="1.1" encoding="UTF-8" standalone="no"?>
+<!--
+
+    Licensed to the Apache Software Foundation (ASF) under one
+    or more contributor license agreements. See the NOTICE file
+    distributed with this work for additional information
+    regarding copyright ownership. The ASF licenses this file
+    to you under the Apache License, Version 2.0 (the
+    "License"); you may not use this file except in compliance
+    with the License. You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+    Unless required by applicable law or agreed to in writing,
+    software distributed under the License is distributed on an
+    "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+    KIND, either express or implied. See the License for the
+    specific language governing permissions and limitations
+    under the License.
+
+-->
+<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
+                   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+                   xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.9.xsd">
+
+    <!--
+        Investment Purchase Entry: one row per deal, which is the holding that interest, sale and
+        redemption later work against (balance_units tracks what is still held). Units, book value,
+        accrued interest and settlement amount are computed by the application. The optional legacy
+        deal fields (trade no, authorities, lien, delivery mode, ...) are kept in other_details as JSON.
+        No GL entry is posted by this table yet.
+    -->
+
+    <changeSet author="cbs-anshul" id="0594-1-create-investment-purchase">
+        <preConditions onFail="MARK_RAN">
+            <not><tableExists tableName="m_investment_purchase"/></not>
+        </preConditions>
+        <createTable tableName="m_investment_purchase">
+            <column name="id" type="BIGINT" autoIncrement="true"><constraints nullable="false" primaryKey="true"/></column>
+            <column name="deal_no" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="cert_no" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="bond_type" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="script_id" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="party_id" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="deal_date" type="DATE"><constraints nullable="false"/></column>
+            <column name="deal_time" type="VARCHAR(8)"/>
+            <column name="settlement_type" type="VARCHAR(5)"><constraints nullable="false"/></column>
+            <column name="settlement_date" type="DATE"><constraints nullable="false"/></column>
+            <column name="face_value" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="purchase_rate" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="units" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="balance_units" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="brokerage" type="DECIMAL(19,6)"/>
+            <column name="stamp_duty" type="DECIMAL(19,6)"/>
+            <column name="book_value" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="premium_discount" type="DECIMAL(19,6)"/>
+            <column name="int_rate" type="DECIMAL(9,4)"/>
+            <column name="issue_date" type="DATE"/>
+            <column name="maturity_date" type="DATE"/>
+            <column name="last_int_date" type="DATE"/>
+            <column name="accrued_days" type="INT"/>
+            <column name="accrued_interest" type="DECIMAL(19,6)"/>
+            <column name="settlement_amount" type="DECIMAL(19,6)"><constraints nullable="false"/></column>
+            <column name="ytm" type="DECIMAL(9,4)"/>
+            <column name="category" type="VARCHAR(40)"><constraints nullable="false"/></column>
+            <column name="sub_type" type="VARCHAR(40)"/>
+            <column name="investment_gl_account_id" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="cr_gl_account_id" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="other_details" type="VARCHAR(4000)"/>
+            <column name="status" type="VARCHAR(20)"><constraints nullable="false"/></column>
+            <column name="created_by" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="created_on_utc" type="DATETIME"><constraints nullable="false"/></column>
+            <column name="last_modified_by" type="BIGINT"><constraints nullable="false"/></column>
+            <column name="last_modified_on_utc" type="DATETIME"><constraints nullable="false"/></column>
+        </createTable>
+        <addUniqueConstraint tableName="m_investment_purchase" columnNames="deal_no" constraintName="uq_investment_purchase_deal_no"/>
+        <addUniqueConstraint tableName="m_investment_purchase" columnNames="cert_no" constraintName="uq_investment_purchase_cert_no"/>
+        <addForeignKeyConstraint baseTableName="m_investment_purchase" baseColumnNames="script_id" constraintName="fk_investment_purchase_script"
+                                 referencedTableName="m_investment_script" referencedColumnNames="id"/>
+        <addForeignKeyConstraint baseTableName="m_investment_purchase" baseColumnNames="party_id" constraintName="fk_investment_purchase_party"
+                                 referencedTableName="m_investment_party" referencedColumnNames="id"/>
+        <addForeignKeyConstraint baseTableName="m_investment_purchase" baseColumnNames="investment_gl_account_id" constraintName="fk_investment_purchase_inv_gl"
+                                 referencedTableName="acc_gl_account" referencedColumnNames="id"/>
+        <addForeignKeyConstraint baseTableName="m_investment_purchase" baseColumnNames="cr_gl_account_id" constraintName="fk_investment_purchase_cr_gl"
+                                 referencedTableName="acc_gl_account" referencedColumnNames="id"/>
+        <createIndex tableName="m_investment_purchase" indexName="idx_investment_purchase_script">
+            <column name="script_id"/>
+        </createIndex>
+        <createIndex tableName="m_investment_purchase" indexName="idx_investment_purchase_bond_type_status">
+            <column name="bond_type"/>
+            <column name="status"/>
+        </createIndex>
+    </changeSet>
+
+    <changeSet author="cbs-anshul" id="0594-2-investment-purchase-permissions">
+        <preConditions onFail="MARK_RAN">
+            <sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code IN ('READ_INVESTMENTPURCHASE', 'CREATE_INVESTMENTPURCHASE', 'DELETE_INVESTMENTPURCHASE', 'CREATE_INVESTMENTPURCHASE_CHECKER', 'DELETE_INVESTMENTPURCHASE_CHECKER')</sqlCheck>
+        </preConditions>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="READ_INVESTMENTPURCHASE"/>
+            <column name="entity_name" value="INVESTMENTPURCHASE"/>
+            <column name="action_name" value="READ"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="CREATE_INVESTMENTPURCHASE"/>
+            <column name="entity_name" value="INVESTMENTPURCHASE"/>
+            <column name="action_name" value="CREATE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="DELETE_INVESTMENTPURCHASE"/>
+            <column name="entity_name" value="INVESTMENTPURCHASE"/>
+            <column name="action_name" value="DELETE"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="CREATE_INVESTMENTPURCHASE_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTPURCHASE"/>
+            <column name="action_name" value="CREATE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+        <insert tableName="m_permission">
+            <column name="grouping" value="portfolio"/>
+            <column name="code" value="DELETE_INVESTMENTPURCHASE_CHECKER"/>
+            <column name="entity_name" value="INVESTMENTPURCHASE"/>
+            <column name="action_name" value="DELETE_CHECKER"/>
+            <column name="can_maker_checker" valueBoolean="false"/>
+        </insert>
+    </changeSet>
+
+    <!-- Same roles as the masters: whoever sees the Investment menu. Maker-checker stays off until
+         switched on from Configure Maker Checker Tasks. -->
+    <changeSet author="cbs-anshul" id="0594-3-grant-investment-purchase-permissions">
+        <sql>
+            INSERT INTO m_role_permission (role_id, permission_id)
+            SELECT rp.role_id, p.id
+            FROM m_role_permission rp
+            JOIN m_permission menu ON menu.id = rp.permission_id AND menu.code = 'MENU_INVESTMENT'
+            CROSS JOIN m_permission p
+            WHERE p.code IN ('READ_INVESTMENTPURCHASE', 'CREATE_INVESTMENTPURCHASE', 'DELETE_INVESTMENTPURCHASE')
+              AND NOT EXISTS (SELECT 1 FROM m_role_permission x WHERE x.role_id = rp.role_id AND x.permission_id = p.id)
+        </sql>
+    </changeSet>
+</databaseChangeLog>