feat(investment): bucket wise report, script rating and non-SLR limits on purchase
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@@ -1589,8 +1589,80 @@ export interface ScriptMaster {
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phone?: string;
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fax?: string;
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corpCode?: string;
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/** Credit rating — long-term for bonds, short-term for CP / CD (Non-SLR and Bond scripts). */
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rating?: string;
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ratingAgency?: string;
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/** Listed on an exchange or proposed to be listed; unlisted ones have their own RBI limit. */
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listed?: boolean;
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}
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/** Credit ratings on the Script Master, best first: long-term for bonds, short-term for CP / CD. */
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export const RATING_OPTIONS: Array<{ group: string; values: string[] }> = [
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{
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group: 'Long-term (bonds)',
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values: [
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'AAA',
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'AA+',
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'AA',
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'AA-',
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'A+',
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'A',
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'A-',
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'BBB+',
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'BBB',
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'BBB-',
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'BB+',
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'BB',
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'BB-',
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'B+',
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'B',
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'B-',
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'C',
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'D'
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]
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},
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{
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group: 'Short-term (CP / CD)',
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values: [
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'A1+',
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'A1',
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'A2+',
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'A2',
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'A3+',
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'A3',
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'A4+',
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'A4'
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]
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},
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{ group: 'None', values: ['UNRATED'] }
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];
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/** RBI: bonds rated "A" or higher, CP / CD rated "A2" or higher. */
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export const ELIGIBLE_RATINGS: string[] = [
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'AAA',
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'AA+',
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'AA',
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'AA-',
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'A+',
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'A',
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'A-',
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'A1+',
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'A1',
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'A2+',
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'A2'
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];
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/** Credit rating agencies registered with SEBI. */
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export const RATING_AGENCY_OPTIONS: Array<{ value: string; label: string }> = [
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{ value: 'CRISIL', label: 'CRISIL' },
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{ value: 'ICRA', label: 'ICRA' },
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{ value: 'CARE', label: 'CARE' },
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{ value: 'INDIA_RATINGS', label: 'India Ratings' },
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{ value: 'ACUITE', label: 'Acuite' },
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{ value: 'BRICKWORK', label: 'Brickwork' },
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{ value: 'INFOMERICS', label: 'Infomerics' }
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];
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/** Period between two DD-MM-YYYY dates as years / months / days, as shown on the Script Master. */
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export function periodBetween(fromStr?: string, toStr?: string): { years: number; months: number; days: number } {
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const none = { years: 0, months: 0, days: 0 };
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@@ -2052,7 +2124,11 @@ export const SUBTYPE_MASTER: SubTypeMaster[] = [
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{ subTypeCode: '4', subTypeName: 'EQUITY', instrumentType: 'SHARE' },
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{ subTypeCode: '5', subTypeName: 'CO-OP SHARE', instrumentType: 'SHARE' },
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{ subTypeCode: '6', subTypeName: 'DEBT - OVERNIGHT', instrumentType: 'MUTUAL_FUND' },
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{ subTypeCode: '7', subTypeName: 'DEBT - LIQUID', instrumentType: 'MUTUAL_FUND' }
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{ subTypeCode: '7', subTypeName: 'DEBT - LIQUID', instrumentType: 'MUTUAL_FUND' },
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{ subTypeCode: '8', subTypeName: 'DEBT - MONEY MARKET', instrumentType: 'MUTUAL_FUND' },
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{ subTypeCode: '9', subTypeName: 'DEBT - BANKING & PSU', instrumentType: 'MUTUAL_FUND' },
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{ subTypeCode: '10', subTypeName: 'DEBT - CORPORATE BOND', instrumentType: 'MUTUAL_FUND' },
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{ subTypeCode: '11', subTypeName: 'DEBT - GILT', instrumentType: 'MUTUAL_FUND' }
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];
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export interface ControlParameter {
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