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.

src/app/investment/investment-dashboard/investment-dashboard.component.html

@@ -0,0 +1,146 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="pg">
+  <header class="pg-head">
+    <div>
+      <div class="pg-eyebrow">TREASURY · INVESTMENT</div>
+      <h1 class="pg-title">Investment Portfolio Dashboard</h1>
+      <p class="pg-sub">
+        Consolidated position across FD, Govt Security, Non-SLR, Bonds, Mutual Fund and Share holdings as on
+        {{ asOnDate }}.
+      </p>
+    </div>
+  </header>
+
+  <div class="inv-kpis">
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Total Holdings</span>
+      <span class="inv-kpi__value">{{ totalHoldings }}</span>
+      <span class="inv-kpi__sub">{{ activeCount }} active · {{ maturedCount }} matured</span>
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Total Invested (Face Value)</span>
+      <span class="inv-kpi__value">₹{{ totalFaceValue | number: '1.2-2' }}</span>
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Accrued Interest / Income</span>
+      <span class="inv-kpi__value col-in">₹{{ totalAccruedInterest | number: '1.2-2' }}</span>
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Projected Value at Maturity</span>
+      <span class="inv-kpi__value">₹{{ totalMaturityValue | number: '1.2-2' }}</span>
+    </div>
+  </div>
+
+  <div class="pg-card">
+    <div class="pos-section-label">Instrument-wise Break-up</div>
+    <table class="pg-table">
+      <thead>
+        <tr>
+          <th>Instrument Type</th>
+          <th class="num">Holdings</th>
+          <th class="num">Face Value</th>
+          <th class="num col-in">Accrued Interest</th>
+          <th class="num col-net">Maturity Value</th>
+          <th></th>
+        </tr>
+      </thead>
+      <tbody>
+        @for (s of summaries; track s.type) {
+          <tr>
+            <td>{{ s.label }}</td>
+            <td class="num">{{ s.count }}</td>
+            <td class="num">₹{{ s.faceValue | number: '1.2-2' }}</td>
+            <td class="num col-in">₹{{ s.accruedInterest | number: '1.2-2' }}</td>
+            <td class="num col-net">₹{{ s.maturityValue | number: '1.2-2' }}</td>
+            <td>
+              <a class="pg-btn pg-btn--ghost" [routerLink]="s.route">Open</a>
+            </td>
+          </tr>
+        }
+      </tbody>
+      <tfoot>
+        <tr class="cctr-total-row">
+          <td>Total</td>
+          <td class="num">{{ totalHoldings }}</td>
+          <td class="num">₹{{ totalFaceValue | number: '1.2-2' }}</td>
+          <td class="num">₹{{ totalAccruedInterest | number: '1.2-2' }}</td>
+          <td class="num">₹{{ totalMaturityValue | number: '1.2-2' }}</td>
+          <td></td>
+        </tr>
+      </tfoot>
+    </table>
+  </div>
+
+  <div class="pg-card">
+    <div class="pos-section-label">Due-Date Diary — Maturing Within 90 Days</div>
+    @if (maturingSoon.length === 0) {
+      <div class="pg-empty">No holdings maturing in the next 90 days.</div>
+    } @else {
+      <div>
+        @for (h of maturingSoon; track h.certNo) {
+          <div class="inv-maturity-row">
+            <span>
+              <span class="pg-chip">{{ h.certNo }}</span>
+              {{ h.scriptName }} — {{ h.party }} ({{ instrumentLabel(h.instrumentType) }})
+            </span>
+            <span>
+              Matures {{ h.maturityDate }} ·
+              <span
+                class="inv-maturity-days"
+                [class.inv-maturity-days--soon]="daysLeft(h) <= 30"
+                [class.inv-maturity-days--ok]="daysLeft(h) > 30"
+              >
+                {{ daysLeft(h) }} days
+              </span>
+            </span>
+          </div>
+        }
+      </div>
+    }
+  </div>
+
+  <div class="pg-card">
+    <div class="pos-section-label">Quick Entry</div>
+    <div class="inv-nav-grid" style="padding: 16px">
+      <a class="inv-nav-card" routerLink="/investment/fd">
+        <span class="inv-nav-card__label">Fixed Deposit</span>
+        <span class="inv-nav-card__count">{{ summaries[0].count }}</span>
+        <span class="inv-nav-card__value">Purchase / Interest / Sell / Write-off</span>
+      </a>
+      <a class="inv-nav-card" routerLink="/investment/bonds">
+        <span class="inv-nav-card__label">Govt Security / Non-SLR / Bonds / MF</span>
+        <span class="inv-nav-card__count">{{
+          summaries[1].count + summaries[2].count + summaries[3].count + summaries[4].count
+        }}</span>
+        <span class="inv-nav-card__value">Purchase / Interest / Sell / Amortize</span>
+      </a>
+      <a class="inv-nav-card" routerLink="/investment/share">
+        <span class="inv-nav-card__label">Share Entry</span>
+        <span class="inv-nav-card__count">{{ summaries[5].count }}</span>
+        <span class="inv-nav-card__value">Purchase / Dividend / Sell / Write-off</span>
+      </a>
+      <a class="inv-nav-card" routerLink="/investment/interest">
+        <span class="inv-nav-card__label">Interest</span>
+        <span class="inv-nav-card__count">5</span>
+        <span class="inv-nav-card__value">FD / Bond Calculation &amp; Registers</span>
+      </a>
+      <a class="inv-nav-card" routerLink="/investment/masters">
+        <span class="inv-nav-card__label">Masters</span>
+        <span class="inv-nav-card__count">10</span>
+        <span class="inv-nav-card__value">Script / Broker / Party / Control Params</span>
+      </a>
+      <a class="inv-nav-card" routerLink="/investment/reports">
+        <span class="inv-nav-card__label">Reports</span>
+        <span class="inv-nav-card__count">20+</span>
+        <span class="inv-nav-card__value">Balance / Ledger / Maturity / Portfolio</span>
+      </a>
+    </div>
+  </div>
+</div>

src/app/investment/investment-dashboard/investment-dashboard.component.ts

@@ -0,0 +1,120 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { RouterLink } from '@angular/router';
+import {
+  ALL_HOLDINGS,
+  INSTRUMENT_LABELS,
+  InstrumentType,
+  InvestmentHolding,
+  accruedInterest,
+  daysToMaturity,
+  maturityAmount
+} from '../investment-data';
+
+interface InstrumentSummary {
+  type: InstrumentType;
+  label: string;
+  route: string;
+  count: number;
+  faceValue: number;
+  accruedInterest: number;
+  maturityValue: number;
+}
+
+/** Cross-instrument portfolio dashboard — every figure is derived from ALL_HOLDINGS, never
+ *  hand-duplicated, so it can never drift from the per-instrument screens or Reports. */
+@Component({
+  selector: 'mifosx-investment-dashboard',
+  templateUrl: './investment-dashboard.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../investment-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    RouterLink
+  ]
+})
+export class InvestmentDashboardComponent {
+  asOnDate = '';
+  private readonly types: Array<{ type: InstrumentType; route: string }> = [
+    { type: 'FD', route: '/investment/fd' },
+    { type: 'GOVT_SECURITY', route: '/investment/bonds' },
+    { type: 'NON_SLR', route: '/investment/bonds' },
+    { type: 'BOND', route: '/investment/bonds' },
+    { type: 'MUTUAL_FUND', route: '/investment/bonds' },
+    { type: 'SHARE', route: '/investment/share' }
+  ];
+
+  constructor() {
+    const d = new Date();
+    this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
+  }
+
+  private holdingsOf(type: InstrumentType): InvestmentHolding[] {
+    return ALL_HOLDINGS.filter((h) => h.instrumentType === type);
+  }
+
+  get summaries(): InstrumentSummary[] {
+    return this.types.map(({ type, route }) => {
+      const holdings = this.holdingsOf(type);
+      return {
+        type,
+        label: INSTRUMENT_LABELS[type],
+        route,
+        count: holdings.length,
+        faceValue: holdings.reduce((s, h) => s + h.faceValue, 0),
+        accruedInterest: holdings.reduce((s, h) => s + accruedInterest(h, this.asOnDate), 0),
+        maturityValue: holdings.reduce((s, h) => s + maturityAmount(h), 0)
+      };
+    });
+  }
+
+  get totalHoldings(): number {
+    return ALL_HOLDINGS.length;
+  }
+
+  get totalFaceValue(): number {
+    return ALL_HOLDINGS.reduce((s, h) => s + h.faceValue, 0);
+  }
+
+  get totalAccruedInterest(): number {
+    return ALL_HOLDINGS.reduce((s, h) => s + accruedInterest(h, this.asOnDate), 0);
+  }
+
+  get totalMaturityValue(): number {
+    return ALL_HOLDINGS.reduce((s, h) => s + maturityAmount(h), 0);
+  }
+
+  get activeCount(): number {
+    return ALL_HOLDINGS.filter((h) => h.status === 'ACTIVE').length;
+  }
+
+  get maturedCount(): number {
+    return ALL_HOLDINGS.filter((h) => h.status === 'MATURED').length;
+  }
+
+  /** Holdings maturing within the next 90 days — a "due-date diary" style widget. */
+  get maturingSoon(): InvestmentHolding[] {
+    return ALL_HOLDINGS.filter((h) => h.status === 'ACTIVE' && daysToMaturity(h, this.asOnDate) <= 90).sort(
+      (a, b) => daysToMaturity(a, this.asOnDate) - daysToMaturity(b, this.asOnDate)
+    );
+  }
+
+  daysLeft(h: InvestmentHolding): number {
+    return daysToMaturity(h, this.asOnDate);
+  }
+
+  instrumentLabel(type: InstrumentType): string {
+    return INSTRUMENT_LABELS[type];
+  }
+}