feat(investment): add Treasury Investment module (FD, Govt Sec/Non-SLR/Bond/MF, Share)

Adds full frontend-only Investment module mirroring the legacy AutoBank CBS
Investment menu: Dashboard, FD/Bond/Share entry screens (purchase, interest,
sell/redeem, write-off, amortize and more), 10 master screens, an Interest
calculation/register screen, and ~21 reports. All figures are derived from a
single holdings/transactions dataset so entry, interest, and reports can
never drift out of sync. Wires the new "Investment" mega-menu into the shell
and routes the previously inert Investment stub buttons.
This commit is contained in:
2026-08-01 09:17:06 +05:30
parent fd28788d23
commit 63ac900e42
22 changed files with 8249 additions and 6 deletions
+172 -4
View File
@@ -362,6 +362,10 @@
<fa-icon icon="university" class="ni-ico"></fa-icon>RBI
<fa-icon [icon]="rbiMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" (click)="investmentMenuOpen = !investmentMenuOpen; rbiMenuOpen = false; glMenuOpen = false" *mifosxHasPermission="'MENU_RBI'">
<fa-icon icon="chart-line" class="ni-ico"></fa-icon>Investment
<fa-icon [icon]="investmentMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="digitalMenu" *mifosxHasPermission="'MENU_DIGITAL'">
<fa-icon icon="mobile-alt" class="ni-ico"></fa-icon>Digital
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -492,6 +496,15 @@
<fa-icon icon="university" class="ni-ico"></fa-icon>RBI
<fa-icon [icon]="rbiMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
</a>
<a
class="ni"
tabindex="0"
(click)="investmentMenuOpen = !investmentMenuOpen; rbiMenuOpen = false; glMenuOpen = false"
*mifosxHasPermission="'MENU_RBI'"
>
<fa-icon icon="chart-line" class="ni-ico"></fa-icon>Investment
<fa-icon [icon]="investmentMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="reportsMenu" *mifosxHasPermission="'MENU_REPORTS'">
<fa-icon icon="chart-bar" class="ni-ico"></fa-icon>Reports
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -1166,7 +1179,7 @@
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
</button>
<button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
<button mat-menu-item tabindex="0">
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
</button>
<button mat-menu-item tabindex="0" (click)="openCicReportingDialog()">
@@ -1182,13 +1195,13 @@
<!-- Investment -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Investment</div>
<button mat-menu-item tabindex="0">
<button mat-menu-item routerLink="/investment/dashboard" tabindex="0">
<fa-icon icon="calendar-alt" class="menu-item-icon"></fa-icon> Due Date Diary for All Investment
</button>
<button mat-menu-item tabindex="0">
<button mat-menu-item routerLink="/investment/reports" tabindex="0">
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Total Int Received &amp; Receivable Report
</button>
<button mat-menu-item tabindex="0">
<button mat-menu-item routerLink="/investment/reports" tabindex="0">
<fa-icon icon="piggy-bank" class="menu-item-icon"></fa-icon> Bucket Wise Investment
</button>
<button mat-menu-item routerLink="/deaf" tabindex="0">
@@ -1866,6 +1879,161 @@
</div>
}
<!-- Investment (Treasury) Mega Menu -->
@if (investmentMenuOpen) {
<div class="gl-backdrop" (click)="investmentMenuOpen = false"></div>
<div class="gl-mega-menu rbi-mega-menu">
<div class="gl-mega-menu-header">
<fa-icon icon="chart-line" class="gl-mega-menu-header-icon"></fa-icon>
<span>Investment</span>
</div>
<input
type="text"
class="gl-search"
placeholder="Search Investment..."
(input)="investmentSearch = $any($event.target).value"
/>
<div class="rbi-columns">
<!-- Dashboard -->
<div class="gl-group">
<div class="gl-group-title">Dashboard</div>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Investment Dashboard')"
routerLink="/investment/dashboard"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="chart-pie" class="gl-icon"></fa-icon> Portfolio Dashboard
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Due Date Diary for All Investment')"
routerLink="/investment/dashboard"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="calendar-check" class="gl-icon"></fa-icon> Due Date Diary for All Investment
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Bucket Wise Investment')"
routerLink="/investment/reports"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="layer-group" class="gl-icon"></fa-icon> Bucket Wise Investment
</a>
</div>
<!-- Entry -->
<div class="gl-group">
<div class="gl-group-title">Entry</div>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('FD Investment')"
routerLink="/investment/fd"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="piggy-bank" class="gl-icon"></fa-icon> FD Investment
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Govt Security / Non-SLR / Bond / Mutual Fund')"
routerLink="/investment/bonds"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="university" class="gl-icon"></fa-icon> Govt Security / Non-SLR / Bond / Mutual Fund
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('SLR and Non SLR Investment Report')"
routerLink="/investment/bonds"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="balance-scale" class="gl-icon"></fa-icon> SLR and Non SLR Investment Report
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Share Entry')"
routerLink="/investment/share"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="chart-line" class="gl-icon"></fa-icon> Share Entry
</a>
</div>
<!-- Masters -->
<div class="gl-group">
<div class="gl-group-title">Masters</div>
<a
class="gl-link"
[class.hidden]="
!matchesInvestmentSearch(
'Bank Party Script Broker SubType Control Parameter Daily Script LIEN Reason Mutual Fund Product SGL Bank Script Market Detail Masters'
)
"
routerLink="/investment/masters"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="cogs" class="gl-icon"></fa-icon> Bank/Party, Script, Broker &amp; Other Masters
</a>
</div>
<!-- Interest -->
<div class="gl-group">
<div class="gl-group-title">Interest</div>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('FD Interest Calculation')"
routerLink="/investment/interest"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="calculator" class="gl-icon"></fa-icon> FD Interest Calculation
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Govt Bond Interest Calculation')"
routerLink="/investment/interest"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="calculator" class="gl-icon"></fa-icon> Govt./Bond Int. Calculation
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Government Bond Int Register FD Interest Register FD Register')"
routerLink="/investment/interest"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="list-alt" class="gl-icon"></fa-icon> Bond Int / FD Int / FD Registers
</a>
</div>
<!-- Reports -->
<div class="gl-group">
<div class="gl-group-title">Reports</div>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Balance Ledger Maturity Investment Reports')"
routerLink="/investment/reports"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="file-invoice" class="gl-icon"></fa-icon> Balance / Ledger / Maturity Reports
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Total Int Received & Receivable Report')"
routerLink="/investment/reports"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="hand-holding-usd" class="gl-icon"></fa-icon> Total Int Received &amp; Receivable Report
</a>
<a
class="gl-link"
[class.hidden]="!matchesInvestmentSearch('Investment Portfolio')"
routerLink="/investment/reports"
(click)="investmentMenuOpen = false"
>
<fa-icon icon="briefcase" class="gl-icon"></fa-icon> Investment Portfolio
</a>
</div>
</div>
</div>
}
<!-- Progress Bar -->
@if (progressBarMode !== 'none') {
<div>
+13 -1
View File
@@ -98,6 +98,10 @@ export class ShellComponent implements OnInit, OnDestroy {
rbiMenuOpen = false;
rbiSearch = '';
/** Investment (Treasury) mega menu state */
investmentMenuOpen = false;
investmentSearch = '';
/* Live KPI ticker — markup is static inside the template; the marquee
animation, LIVE badge, and pause-on-hover handle the live feel. */
@@ -116,6 +120,11 @@ export class ShellComponent implements OnInit, OnDestroy {
return label.toLowerCase().includes(this.rbiSearch.toLowerCase());
}
matchesInvestmentSearch(label: string): boolean {
if (!this.investmentSearch) return true;
return label.toLowerCase().includes(this.investmentSearch.toLowerCase());
}
/** Route for a facility entry in the Account Facilities hover dropdown — only "Cheque Book" has a
* dedicated action page today; every other facility falls back to the existing overview page. */
facilityRoute(label: string): string[] {
@@ -312,7 +321,10 @@ export class ShellComponent implements OnInit, OnDestroy {
height: '100vh',
maxWidth: '100vw',
maxHeight: '100vh',
panelClass: ['crr-slr-dialog-panel', 'fdrd-fullscreen-panel'],
panelClass: [
'crr-slr-dialog-panel',
'fdrd-fullscreen-panel'
],
autoFocus: false,
disableClose: false,
hasBackdrop: true,