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.
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<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="pg">
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<header class="pg-head">
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<div>
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<div class="pg-eyebrow">TREASURY · INVESTMENT · SHARE</div>
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<h1 class="pg-title">Share Entry</h1>
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<p class="pg-sub">
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Equity and cooperative-society share holdings — Purchase, Dividend, Sell and Write-off entries.
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</p>
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</div>
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</header>
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<div class="cctr-tabs">
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<button
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type="button"
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class="pg-btn pg-btn--ghost"
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[class.pg-btn--active]="activeTab === 'holdings'"
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(click)="setTab('holdings')"
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>
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Holdings
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</button>
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<button
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type="button"
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class="pg-btn pg-btn--ghost"
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[class.pg-btn--active]="activeTab === 'purchase'"
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(click)="setTab('purchase')"
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>
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01 Share Purchase Entry
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</button>
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<button
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type="button"
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class="pg-btn pg-btn--ghost"
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[class.pg-btn--active]="activeTab === 'dividend'"
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(click)="setTab('dividend')"
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>
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02 Share Interest / Dividend Entry
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</button>
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<button
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type="button"
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class="pg-btn pg-btn--ghost"
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[class.pg-btn--active]="activeTab === 'sell'"
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(click)="setTab('sell')"
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>
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03 Share Sell Entry
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</button>
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<button
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type="button"
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class="pg-btn pg-btn--ghost"
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[class.pg-btn--active]="activeTab === 'writeoff'"
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(click)="setTab('writeoff')"
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>
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04 Share Write Off Entry
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</button>
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</div>
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<!-- HOLDINGS -->
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@if (activeTab === 'holdings') {
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<div class="pg-card">
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<div class="pos-section-label">Share Holdings Register</div>
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<table class="pg-table">
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<thead>
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<tr>
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<th>Cert No</th>
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<th>Script</th>
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<th>Party</th>
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<th class="num">Units</th>
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<th class="num">Rate</th>
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<th class="num">Face Value</th>
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<th>Purchase Date</th>
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<th>Status</th>
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</tr>
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</thead>
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<tbody>
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@for (h of holdings; track h.certNo) {
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<tr>
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<td>
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<span class="pg-chip">{{ h.certNo }}</span>
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</td>
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<td>{{ h.scriptName }}</td>
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<td>{{ h.party }}</td>
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<td class="num">{{ h.units | number }}</td>
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<td class="num">₹{{ h.purchaseRate | number: '1.2-2' }}</td>
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<td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
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<td>{{ h.purchaseDate }}</td>
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<td>
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<span [class]="statusClass(h)">{{ h.status }}</span>
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</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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}
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<!-- PURCHASE ENTRY -->
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@if (activeTab === 'purchase') {
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<div class="pg-card">
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<div class="pos-section-label">Investment - Share Purchase Entry</div>
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<div class="inv-form-grid">
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<label class="inv-form-field"
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><span>Cert No</span><input type="text" [(ngModel)]="purchaseForm.certNo" readonly
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/></label>
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<label class="inv-form-field"
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><span>Script Code</span><input type="text" [(ngModel)]="purchaseForm.scriptCode"
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/></label>
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<label class="inv-form-field"
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><span>Script/Company Name *</span><input type="text" [(ngModel)]="purchaseForm.scriptName"
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/></label>
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<label class="inv-form-field"
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><span>Party / Exchange</span><input type="text" [(ngModel)]="purchaseForm.party"
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/></label>
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<label class="inv-form-field">
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<span>Sub Type</span>
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<select [(ngModel)]="purchaseForm.subType">
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<option value="EQUITY">EQUITY</option>
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<option value="CO-OP SHARE">CO-OP SHARE</option>
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</select>
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</label>
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<label class="inv-form-field"
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><span>No. of Units *</span><input type="number" [(ngModel)]="purchaseForm.units" min="0"
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/></label>
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<label class="inv-form-field"
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><span>Purchase Rate *</span><input type="number" [(ngModel)]="purchaseForm.purchaseRate" min="0" step="0.01"
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/></label>
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<label class="inv-form-field"
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><span>Purchase Date *</span
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><input type="text" [(ngModel)]="purchaseForm.purchaseDate" placeholder="DD-MM-YYYY"
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/></label>
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<label class="inv-form-field"
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><span>Broker Code</span><input type="text" [(ngModel)]="purchaseForm.brokerCode"
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/></label>
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<label class="inv-form-field"
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><span>CR To A/c</span><input type="text" [(ngModel)]="purchaseForm.crToAc"
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/></label>
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</div>
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<div class="inv-form-actions">
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<button type="button" class="pg-btn pg-btn--ghost" (click)="cancelPurchase()">Cancel</button>
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<button type="button" class="pg-btn pg-btn--primary" (click)="savePurchase()">Save</button>
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</div>
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</div>
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}
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<!-- DIVIDEND ENTRY -->
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@if (activeTab === 'dividend') {
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<div class="pg-card">
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<div class="pos-section-label">Investment - Share Interest / Dividend Entry</div>
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<div class="inv-form-grid">
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<label class="inv-form-field">
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<span>Cert No *</span>
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<select [(ngModel)]="dividendCertNo">
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<option value="">-- Select --</option>
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@for (h of activeHoldings; track h.certNo) {
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<option [value]="h.certNo">{{ h.certNo }} — {{ h.scriptName }}</option>
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}
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</select>
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</label>
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@if (dividendHolding; as h) {
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<label class="inv-form-field"><span>Units Held</span><input type="text" [value]="h.units" readonly /></label>
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}
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<label class="inv-form-field"
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><span>Dividend per Share *</span><input type="number" [(ngModel)]="dividendPerShare" min="0" step="0.01"
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/></label>
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<label class="inv-form-field"
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><span>Total Dividend (computed)</span
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><input type="text" [value]="'₹' + (dividendAmount | number: '1.2-2')" readonly
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/></label>
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</div>
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<div class="inv-form-actions">
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<button type="button" class="pg-btn pg-btn--primary" (click)="saveDividend()">Save</button>
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</div>
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</div>
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}
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<!-- SELL ENTRY -->
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@if (activeTab === 'sell') {
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<div class="pg-card">
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<div class="pos-section-label">Investment - Share Sell Entry</div>
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<div class="inv-form-grid">
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<label class="inv-form-field">
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<span>Cert No *</span>
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<select [(ngModel)]="sellCertNo">
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<option value="">-- Select --</option>
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@for (h of activeHoldings; track h.certNo) {
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<option [value]="h.certNo">{{ h.certNo }} — {{ h.scriptName }}</option>
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}
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</select>
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</label>
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@if (sellHolding; as h) {
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<label class="inv-form-field"><span>Units Held</span><input type="text" [value]="h.units" readonly /></label>
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}
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<label class="inv-form-field"
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><span>Units to Sell *</span><input type="number" [(ngModel)]="sellUnits" min="0"
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/></label>
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<label class="inv-form-field"
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><span>Sell Rate *</span><input type="number" [(ngModel)]="sellRate" min="0" step="0.01"
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/></label>
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<label class="inv-form-field"
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><span>Consideration (computed)</span
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><input type="text" [value]="'₹' + (sellConsideration | number: '1.2-2')" readonly
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/></label>
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</div>
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<div class="inv-form-actions">
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<button type="button" class="pg-btn pg-btn--primary" (click)="saveSell()">Save</button>
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</div>
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</div>
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}
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<!-- WRITE OFF ENTRY -->
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@if (activeTab === 'writeoff') {
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<div class="pg-card">
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<div class="pos-section-label">Investment - Share Write Off Entry</div>
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<div class="inv-form-grid">
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<label class="inv-form-field">
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<span>Cert No *</span>
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<select [(ngModel)]="writeoffCertNo">
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<option value="">-- Select --</option>
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@for (h of activeHoldings; track h.certNo) {
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<option [value]="h.certNo">{{ h.certNo }} — {{ h.scriptName }}</option>
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}
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</select>
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</label>
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@if (writeoffHolding; as h) {
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<label class="inv-form-field"
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><span>Face Value to be Written Off</span
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><input type="text" [value]="'₹' + (h.faceValue | number: '1.2-2')" readonly
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/></label>
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}
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<label class="inv-form-field"><span>Reason *</span><input type="text" [(ngModel)]="writeoffReason" /></label>
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</div>
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<div class="inv-form-actions">
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<button type="button" class="pg-btn pg-btn--primary" (click)="saveWriteoff()">Save</button>
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</div>
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</div>
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}
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@if (activeTab !== 'holdings') {
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<div class="pg-card">
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<div class="pos-section-label">Share Transaction Log</div>
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<table class="pg-table">
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<thead>
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<tr>
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<th>Date</th>
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<th>Voucher No</th>
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<th>Cert No</th>
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<th>Type</th>
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<th>Particulars</th>
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<th class="num">Amount</th>
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</tr>
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</thead>
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<tbody>
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@for (t of txns; track t.voucherNo) {
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<tr>
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<td>{{ t.txnDate }}</td>
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<td>
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<span class="pg-chip">{{ t.voucherNo }}</span>
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</td>
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<td>{{ t.certNo }}</td>
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<td>{{ t.txnType }}</td>
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<td>{{ t.particulars }}</td>
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<td class="num">₹{{ t.amount | number: '1.2-2' }}</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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}
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</div>
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<div class="inv-toast" [class.show]="toastVisible">{{ toastMsg }}</div>
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