feat(npa): add branch-wise NPA module with realistic data, pagination and recovery actions

Adds a full NPA (Non-Performing Assets) module mirroring the legacy CBS NPA
mega-menu: NPA Reports, NPA Analysis, and NPA Classification screens over a
640-account loan book classified per RBI IRAC norms (Standard through
Loss). Same Head-Office/branch-wise access pattern as the Cash/Clearing/
Transfer summary, 20-row pagination on every large table, and a Recovery
Action workflow (demand notice, SARFAESI, suit filing, OTS) on the Account
Detail screen.

Fixes several data-generation bugs so every account stays internally
consistent regardless of when it's viewed: disbursement date can no longer
predate the account's own overdue history, last-payment date now reflects
the most recent recovery entry, the quarter-ago snapshot can't imply more
overdue days than the loan's age allowed, and provision held is capped at
the account's outstanding balance.

Also fixes a text-overflow/dropdown-arrow overlap on long select options
(Investment + NPA shared form styles), and marks the GL "Financial
Statements" menu items that are already wired to a working dialog.

src/app/aml/aml.service.ts

@@ -0,0 +1,89 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/**
+ * AML transaction-monitoring API: live alerts raised by the rule engine, the
+ * two-tier AML Officer / Principal Officer review workflow, STR cases (with
+ * their 7-working-day FIU filing deadline), monthly CTR reports, and a
+ * client's risk-category change history.
+ */
+@Injectable({
+  providedIn: 'root'
+})
+export class AmlService {
+  private http = inject(HttpClient);
+
+  // ═══ Alerts (AML Officer) ═══
+
+  getAlerts(status?: string): Observable<any[]> {
+    const params = status ? new HttpParams().set('status', status) : undefined;
+    return this.http.get<any[]>('/aml/alerts', { params });
+  }
+
+  /** disposition: 'WHITELIST' | 'ESCALATE' */
+  reviewAlert(alertId: number, disposition: 'WHITELIST' | 'ESCALATE', notes: string): Observable<any> {
+    return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
+  }
+
+  // ═══ STR cases (Principal Officer) ═══
+
+  getStrCases(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/str-cases');
+  }
+
+  getStrCase(strCaseId: number): Observable<any> {
+    return this.http.get(`/aml/str-cases/${strCaseId}`);
+  }
+
+  getWeeklyDigest(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/str-cases/weekly-digest');
+  }
+
+  assignPrincipalOfficer(strCaseId: number, principalOfficerUserId: number): Observable<any> {
+    return this.http.post(`/aml/str-cases/${strCaseId}/assign`, { principalOfficerUserId });
+  }
+
+  /** conclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS' */
+  concludeStrCase(
+    strCaseId: number,
+    conclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS',
+    investigationNotes: string,
+    sourceOfFundsNotes: string
+  ): Observable<any> {
+    return this.http.post(`/aml/str-cases/${strCaseId}/conclude`, {
+      conclusion,
+      investigationNotes,
+      sourceOfFundsNotes
+    });
+  }
+
+  fileStr(strCaseId: number, referenceNo: string): Observable<any> {
+    return this.http.post(`/aml/str-cases/${strCaseId}/file`, { referenceNo });
+  }
+
+  // ═══ CTR reports (mechanical, threshold-based) ═══
+
+  getCtrReports(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/ctr-reports');
+  }
+
+  /** month format: yyyy-MM */
+  generateCtrReport(month: string): Observable<any> {
+    return this.http.post('/aml/ctr-reports/generate', { month });
+  }
+
+  // ═══ Client risk-category history ═══
+
+  getRiskCategoryHistory(clientId: number): Observable<any[]> {
+    return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
+  }
+}

src/app/app.module.ts

@@ -65,6 +65,8 @@ import { DeafModule } from './deaf/deaf.module';
 import { DicgcModule } from './dicgc/dicgc.module';
 import { FiuModule } from './fiu/fiu.module';
 import { SftModule } from './sft/sft.module';
+import { InvestmentModule } from './investment/investment.module';
+import { NpaModule } from './npa/npa.module';
 import { DigitalModule } from './digital/digital.module';
 import { LetterMgmtModule } from './letter-mgmt/letter-mgmt.module';
 import { AccountsModule } from './accounts/accounts.module';
@@ -172,6 +174,8 @@ export function HttpLoaderFactory(http: HttpClient) {
     DicgcModule,
     FiuModule,
     SftModule,
+    InvestmentModule,
+    NpaModule,
     DigitalModule,
     LetterMgmtModule,
     AccountsModule,

src/app/cashier/cash-clearing-transfer-summary/cash-clearing-transfer-summary.component.html

@@ -0,0 +1,266 @@
+<!--
+  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">SUB LEDGER · TRANSACTIONS · {{ scopeName | uppercase }}</div>
+      <h1 class="pg-title">Cash / Clearing / Transfer - Summary Report</h1>
+      <p class="pg-sub">
+        Opening, credit, debit and closing position across Cash, Transfer, Clearing and Digital channels as on
+        {{ asOnDate }}.
+      </p>
+    </div>
+    <div class="pg-toolbar">
+      @if (isHeadOffice) {
+        <label class="pg-field">
+          <span>Branch</span>
+          <select class="pg-select" [ngModel]="selectedBranchCode" (ngModelChange)="setBranch($event)">
+            <option value="ALL">All Branches (Consolidated)</option>
+            @for (b of branches; track b.code) {
+              <option [value]="b.code">{{ b.name }}</option>
+            }
+          </select>
+        </label>
+      }
+      <button type="button" class="pg-btn" [class.pg-btn--active]="showDetails" (click)="toggleDetails()">
+        {{ showDetails ? 'Summary View' : 'Transaction Details' }}
+      </button>
+    </div>
+  </header>
+
+  <div class="cctr-grand-summary">
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Opening</span>
+      <span class="cctr-grand-summary__value">₹{{ grandOpening | number: '1.2-2' }}</span>
+    </div>
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Credit</span>
+      <span class="cctr-grand-summary__value col-in">₹{{ grandCredit | number: '1.2-2' }}</span>
+    </div>
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Debit</span>
+      <span class="cctr-grand-summary__value col-out">₹{{ grandDebit | number: '1.2-2' }}</span>
+    </div>
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Closing</span>
+      <span class="cctr-grand-summary__value">₹{{ grandClosing | number: '1.2-2' }}</span>
+    </div>
+  </div>
+
+  @if (isHeadOffice && selectedBranchCode === 'ALL') {
+    <div class="pg-card">
+      <div class="pos-section-label">Branch-wise Break-up — click a branch to drill in</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Branch</th>
+            <th class="num">Opening</th>
+            <th class="num col-in">Credit</th>
+            <th class="num col-out">Debit</th>
+            <th class="num col-net">Closing</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (b of branchBreakup; track b.code) {
+            <tr class="cctr-branch-row" (click)="setBranch(b.code)">
+              <td>{{ b.name }}</td>
+              <td class="num">₹{{ b.opening | number: '1.2-2' }}</td>
+              <td class="num col-in">₹{{ b.credit | number: '1.2-2' }}</td>
+              <td class="num col-out">₹{{ b.debit | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ b.closing | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td>All Branches</td>
+            <td class="num">₹{{ grandOpening | number: '1.2-2' }}</td>
+            <td class="num">₹{{ grandCredit | number: '1.2-2' }}</td>
+            <td class="num">₹{{ grandDebit | number: '1.2-2' }}</td>
+            <td class="num">₹{{ grandClosing | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'cash'"
+      (click)="setTab('cash')"
+    >
+      Cash
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'transfer'"
+      (click)="setTab('transfer')"
+    >
+      Transfer
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'clearing'"
+      (click)="setTab('clearing')"
+    >
+      Clearing
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'digital'"
+      (click)="setTab('digital')"
+    >
+      Digital
+    </button>
+  </div>
+
+  <!-- Summary (Opening | Credit | Debit | Closing) -->
+  @if (!showDetails) {
+    <div class="pg-card">
+      @if (activeTab === 'digital') {
+        <div class="pos-section-label">RTGS · NEFT · UPI · ATM · NACH — Overall Position</div>
+      }
+      <table class="pg-table">
+        <thead>
+          <tr>
+            @if (activeTab !== 'digital') {
+              <th>GL Code</th>
+            }
+            <th>Particulars</th>
+            <th class="num">Opening</th>
+            <th class="num col-in">Credit</th>
+            <th class="num col-out">Debit</th>
+            <th class="num col-net">Closing</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of rowsForActiveTab; track r.code) {
+            <tr>
+              @if (activeTab !== 'digital') {
+                <td>
+                  <span class="pg-chip">{{ r.code }}</span>
+                </td>
+              }
+              <td>{{ r.name }}</td>
+              <td class="num">₹{{ r.opening | number: '1.2-2' }}</td>
+              <td class="num col-in">₹{{ rowCredit(r, txnsForActiveTab) | number: '1.2-2' }}</td>
+              <td class="num col-out">₹{{ rowDebit(r, txnsForActiveTab) | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ closing(r, txnsForActiveTab) | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td [attr.colspan]="activeTab !== 'digital' ? 2 : 1">Total</td>
+            <td class="num">₹{{ total(rowsForActiveTab, txnsForActiveTab, 'opening') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ total(rowsForActiveTab, txnsForActiveTab, 'credit') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ total(rowsForActiveTab, txnsForActiveTab, 'debit') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ totalClosing(rowsForActiveTab, txnsForActiveTab) | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <!-- Transaction Details (all txns for the selected category, optionally filtered by GL/channel) -->
+  @if (showDetails) {
+    @if (rowsForActiveTab.length > 1) {
+      <div class="cctr-tabs">
+        <button
+          type="button"
+          class="pg-btn pg-btn--ghost"
+          [class.pg-btn--active]="glFilter === null"
+          (click)="setGlFilter(null)"
+        >
+          All
+        </button>
+        @for (r of rowsForActiveTab; track r.code) {
+          <button
+            type="button"
+            class="pg-btn pg-btn--ghost"
+            [class.pg-btn--active]="glFilter === r.code"
+            (click)="setGlFilter(r.code)"
+          >
+            {{ filterLabel(r) }}
+          </button>
+        }
+      </div>
+    }
+
+    <div class="pg-card">
+      <div class="pos-section-label">
+        {{
+          activeTab === 'cash'
+            ? 'Cash'
+            : activeTab === 'transfer'
+              ? 'Transfer'
+              : activeTab === 'clearing'
+                ? 'Clearing'
+                : 'Digital'
+        }}
+        — Transaction Details
+        @if (glFilter !== null) {
+          · {{ glFilter }}
+        }
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Voucher / Ref No</th>
+            <th>Account No</th>
+            <th>Account Name / Reference</th>
+            <th>Particulars</th>
+            <th class="num col-out">Debit</th>
+            <th class="num col-in">Credit</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (t of filteredTxns; track t.voucherNo) {
+            <tr>
+              <td>{{ asOnDate }}</td>
+              <td>
+                <span class="pg-chip">{{ display(t.voucherNo) }}</span>
+              </td>
+              <td>{{ display(t.accountNo) }}</td>
+              <td>{{ t.accountName }}</td>
+              <td>{{ t.particulars }}</td>
+              <td class="num col-out">
+                @if (t.debit > 0) {
+                  ₹{{ t.debit | number: '1.2-2' }}
+                }
+              </td>
+              <td class="num col-in">
+                @if (t.credit > 0) {
+                  ₹{{ t.credit | number: '1.2-2' }}
+                }
+              </td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="7" class="pg-empty">No transactions for this filter.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="5">Total</td>
+            <td class="num">₹{{ txnTotal(filteredTxns, 'debit') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ txnTotal(filteredTxns, 'credit') | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+</div>

src/app/cashier/cash-clearing-transfer-summary/cash-clearing-transfer-summary.component.scss

@@ -0,0 +1,73 @@
+/**
+ * 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/.
+ */
+
+.cctr-tabs {
+  display: flex;
+  gap: 8px;
+  flex-wrap: wrap;
+}
+
+.cctr-total-row {
+  td {
+    background: #f1f5f9;
+    font-weight: 800;
+    border-top: 2px solid #cbd5e1;
+    border-bottom: none;
+    color: #0f172a;
+  }
+}
+
+.cctr-grand-summary {
+  display: flex;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  overflow: hidden;
+
+  &__item {
+    flex: 1;
+    padding: 14px 20px;
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+    border-right: 1px solid #e2e8f0;
+
+    &:last-child {
+      border-right: none;
+    }
+  }
+
+  &__label {
+    font-size: 10px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.07em;
+    color: #64748b;
+  }
+
+  &__value {
+    font-size: 20px;
+    font-weight: 800;
+    font-variant-numeric: tabular-nums;
+    color: #0f172a;
+  }
+}
+
+.cctr-subtext {
+  font-size: 11px;
+  color: #94a3b8;
+  margin-top: 2px;
+}
+
+.cctr-branch-row {
+  cursor: pointer;
+
+  &:hover td {
+    background: #eff6ff;
+  }
+}

src/app/cashier/cashier-routing.module.ts

@@ -179,6 +179,17 @@ const routes: Routes = [
           loadComponent: () =>
             import('./my-deposit-requests/my-deposit-requests.component').then((m) => m.MyDepositRequestsComponent),
           data: { title: 'My Deposit Requests', breadcrumb: 'My Deposit Requests' }
+        },
+        {
+          path: 'cash-clearing-transfer-summary',
+          loadComponent: () =>
+            import('./cash-clearing-transfer-summary/cash-clearing-transfer-summary.component').then(
+              (m) => m.CashClearingTransferSummaryComponent
+            ),
+          data: {
+            title: 'Cash / Clearing / Transfer - Summary Report',
+            breadcrumb: 'Cash / Clearing / Transfer - Summary Report'
+          }
         }
       ]
     }

src/app/ckyc/ckyc-reports/ckyc-sample-data.ts

@@ -12,16 +12,16 @@
  * have meaningful variety out of the box.
  */
 export const SAMPLE_CKYC_FILE = `10|24401|IN4711|MH|30|31-08-2020|V1.1|||||
-20|1|01|01|||||||||||01|||01|10078|MR|RAVI|KUMAR|SHARMA|||||||01|MR|RAJESH|KUMAR|SHARMA||MRS|SUNITA|DEVI|||M|02|IN|B-01|10-08-1985|||||||||01|02|||||02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||Y|02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||||||||||||||||9892011001|||||31-08-2020|MUMBAI MAIN|31-08-2020|01|ANJALI MEHTA|ASSISTANT MANAGER|HEAD OFFICE|4|BHARAT URBAN BANK|IN4711|1|0||0|4||||||
+20|1|01|01|||||||||||01|||01|10078|MR|RAVI|KUMAR|SHARMA|||||||01|MR|RAJESH|KUMAR|SHARMA||MRS|SUNITA|DEVI|||M|02|IN|B-01|10-08-1985|||||||||01|02|||||02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||Y|02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||||||||||||||||9892011001|||||31-08-2020|MUMBAI MAIN|31-08-2020|01|ANJALI MEHTA|ASSISTANT MANAGER|HEAD OFFICE|4|CBSNEXORA BANK|IN4711|1|0||0|4||||||
 30|1|C|AAQPS8560J||01|02|||||
 70|1|10078_Sign.jpeg|09|01|01||||
 70|1|10078_Photo.jpeg|02|01|01||||
 70|1|10078_AP.jpg|04|01|01||||
-20|2|01|01|||||||||||01|||01|10079|MRS|PRIYA||PATEL|||||||01|MR|HARISH|PATEL|||MRS|MEENA|PATEL|||F|01|IN|O-04|22-03-1990|||||||||01|02|||||02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||Y|02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||||||||||||||||9822055002|||||31-08-2020|PUNE FC ROAD|31-08-2020|01|VIKRAM SINGH|BRANCH MANAGER|HEAD OFFICE|4|BHARAT URBAN BANK|IN4711|1|0||0|3||||||
+20|2|01|01|||||||||||01|||01|10079|MRS|PRIYA||PATEL|||||||01|MR|HARISH|PATEL|||MRS|MEENA|PATEL|||F|01|IN|O-04|22-03-1990|||||||||01|02|||||02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||Y|02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||||||||||||||||9822055002|||||31-08-2020|PUNE FC ROAD|31-08-2020|01|VIKRAM SINGH|BRANCH MANAGER|HEAD OFFICE|4|CBSNEXORA BANK|IN4711|1|0||0|3||||||
 30|2|E|XXXXXXXX2210||01|02|||||
 70|2|10079_Sign.jpeg|09|01|01||||
 70|2|10079_Photo.jpeg|02|01|01||||
-20|3|01|01|||||||||||01|||01|10080|MR|ARJUN||DESHMUKH|||||||01|MR|VIJAY|DESHMUKH|||MRS|REKHA|DESHMUKH|||M|01|IN|B-01|15-01-1978|||||||||01|02|||||02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||Y|02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||||||||||||||||9823033003|||||30-08-2020|NAGPUR DHARAMPETH|30-08-2020|01|RAHUL JOSHI|ASSISTANT MANAGER|HEAD OFFICE|4|BHARAT URBAN BANK|IN4711|1|0||0|3||||||
+20|3|01|01|||||||||||01|||01|10080|MR|ARJUN||DESHMUKH|||||||01|MR|VIJAY|DESHMUKH|||MRS|REKHA|DESHMUKH|||M|01|IN|B-01|15-01-1978|||||||||01|02|||||02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||Y|02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||||||||||||||||9823033003|||||30-08-2020|NAGPUR DHARAMPETH|30-08-2020|01|RAHUL JOSHI|ASSISTANT MANAGER|HEAD OFFICE|4|CBSNEXORA BANK|IN4711|1|0||0|3||||||
 30|3|C|AGTPD1144K||01|02|||||
 70|3|10080_Sign.jpeg|09|01|01||||
 70|3|10080_AP.jpg|04|01|01||||

src/app/clients/client-stepper/client-general-step/client-general-step.component.ts

@@ -533,6 +533,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
   screeningLogId: number | null = null;
   /** Snapshot of the name that was last verified — used to invalidate verification when name changes */
   private verifiedName: string = '';
+  /** True while prefillForEdit() is patching historical monthly/annual values — see linkMonthlyAnnual(). */
+  private suppressMonthlyAnnualLink = false;
 
   /**
    * @param {FormBuilder} formBuilder Form Builder
@@ -709,6 +711,12 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
     const data = this.clientData;
     this.loadExistingSeniorPwdDocuments();
 
+    // Loading an existing client's independently-saved monthly/annual values must not run
+    // through the auto-calc in linkMonthlyAnnual() — patching monthlyIncome then annualIncome
+    // (or vice versa) would otherwise have each overwrite the other via its valueChanges,
+    // instead of keeping the exact historical values as saved.
+    this.suppressMonthlyAnnualLink = true;
+
     // Patch all base controls that exist on the form
     this.createClientForm.patchValue({
       officeId: data.officeId,
@@ -743,6 +751,7 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
         ? new Date(data.timeline.submittedOnDate)
         : this.settingsService.businessDate
     });
+    this.suppressMonthlyAnnualLink = false;
 
     // Patch name fields (already created by buildDependencies via legalFormId subscription)
     const legalFormId = data.legalForm?.id || LegalFormId.PERSON;
@@ -954,6 +963,43 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
         Validators.required
       ]
     });
+
+    this.linkMonthlyAnnual('monthlyIncome', 'annualIncome');
+    this.linkMonthlyAnnual('monthlyTurnover', 'annualTurnover');
+  }
+
+  /**
+   * Keeps a Monthly/Annual pair of amount fields in sync at a 12x ratio — typing into either
+   * one auto-fills the other. Uses { emitEvent: false } on the write side so the two
+   * subscriptions don't trigger each other back and forth.
+   */
+  /** Rounds to at most 2 decimals without padding whole numbers with a trailing ".00". */
+  private round2(n: number): string {
+    return (Math.round(n * 100) / 100).toString();
+  }
+
+  private linkMonthlyAnnual(monthlyControlName: string, annualControlName: string): void {
+    const monthly = this.createClientForm.get(monthlyControlName);
+    const annual = this.createClientForm.get(annualControlName);
+    if (!monthly || !annual) {
+      return;
+    }
+
+    monthly.valueChanges.subscribe((value) => {
+      if (this.suppressMonthlyAnnualLink) {
+        return;
+      }
+      const num = parseFloat(value);
+      annual.setValue(!isNaN(num) && num >= 0 ? this.round2(num * 12) : '', { emitEvent: false });
+    });
+
+    annual.valueChanges.subscribe((value) => {
+      if (this.suppressMonthlyAnnualLink) {
+        return;
+      }
+      const num = parseFloat(value);
+      monthly.setValue(!isNaN(num) && num >= 0 ? this.round2(num / 12) : '', { emitEvent: false });
+    });
   }
 
   /**
@@ -2134,7 +2180,15 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
     return generalDetails;
   }
 
-  get calculatedRisk(): { category: number; reason: string } {
+  get calculatedRisk(): {
+    category: number;
+    reason: string;
+    amlCheckStatus?: string;
+    bannedEntityMatch?: string;
+    willfulDefaulter?: string;
+    ecgcSalFlag?: string;
+    dormantFlag?: string;
+  } {
     const legalFormId = this.createClientForm.get('legalFormId')?.value || 1; // 1 = Person, 2 = Entity
     const occCatId = this.createClientForm.get('occupationCategoryCvId')?.value;
     const occId = this.createClientForm.get('occupationCvId')?.value;
@@ -2151,6 +2205,21 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
     // Evaluate rules from DB (ordered by orderPosition ASC)
     if (this.riskRules && this.riskRules.length > 0) {
       for (const rule of this.riskRules) {
+        // Skip transaction/AML rules that have no KYC criteria
+        if (
+          rule.legalFormId == null &&
+          rule.occupationCategoryCvId == null &&
+          rule.occupationCvId == null &&
+          rule.minMonthlyIncome == null &&
+          rule.maxMonthlyIncome == null &&
+          rule.minAnnualIncome == null &&
+          rule.maxAnnualIncome == null &&
+          rule.minAnnualTurnover == null &&
+          rule.maxAnnualTurnover == null
+        ) {
+          continue;
+        }
+
         // Match legal form
         if (rule.legalFormId != null && rule.legalFormId !== legalFormId) {
           continue;
@@ -2191,15 +2260,39 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
         }
 
         // All matched!
-        return { category: rule.riskCategory, reason: rule.reason };
+        return {
+          category: rule.riskCategory,
+          reason: rule.reason,
+          amlCheckStatus: rule.amlCheckStatus || (rule.riskCategory === 3 ? 'FLAGGED' : 'CLEAR'),
+          bannedEntityMatch: rule.bannedEntityMatch || 'NO',
+          willfulDefaulter: rule.willfulDefaulter || 'NO',
+          ecgcSalFlag: rule.ecgcSalFlag || 'NO',
+          dormantFlag: rule.dormantFlag || 'ACTIVE'
+        };
       }
     }
 
     // Default Fallbacks
     if (legalFormId !== LegalFormId.PERSON) {
-      return { category: 2, reason: 'Non-Individual / Entity profile (Default Medium Risk)' };
+      return {
+        category: 2,
+        reason: 'Non-Individual / Entity profile (Default Medium Risk)',
+        amlCheckStatus: 'CLEAR',
+        bannedEntityMatch: 'NO',
+        willfulDefaulter: 'NO',
+        ecgcSalFlag: 'NO',
+        dormantFlag: 'ACTIVE'
+      };
     }
-    return { category: 1, reason: 'Default Low Risk profile (Salary / Service / Agriculture / Others)' };
+    return {
+      category: 1,
+      reason: 'Default Low Risk profile (Salary / Service / Agriculture / Others)',
+      amlCheckStatus: 'CLEAR',
+      bannedEntityMatch: 'NO',
+      willfulDefaulter: 'NO',
+      ecgcSalFlag: 'NO',
+      dormantFlag: 'ACTIVE'
+    };
   }
 }
 

src/app/clients/client-stepper/client-kyc-step/client-kyc-step.component.html

@@ -1251,6 +1251,12 @@
     </h4>
 
     <div class="form-grid">
+      <div class="checkbox-field override-checkbox-wrapper full-width">
+        <mat-checkbox formControlName="allowAmlOverride" [disabled]="readOnly">
+          Override Auto-calculated AML &amp; Compliance Checks
+        </mat-checkbox>
+      </div>
+
       <mat-form-field appearance="outline" class="form-field">
         <mat-label>AML Check Status</mat-label>
         <mat-select required formControlName="amlCheckStatus">

src/app/clients/client-stepper/client-kyc-step/client-kyc-step.component.ts

@@ -71,7 +71,15 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
   @Input() entityName: string = '';
   /** Read-only mode — disables form editing until user clicks edit icon */
   @Input() readOnly = false;
-  @Input() calculatedRisk: { category: number; reason: string } | null = null;
+  @Input() calculatedRisk: {
+    category: number;
+    reason: string;
+    amlCheckStatus?: string;
+    bannedEntityMatch?: string;
+    willfulDefaulter?: string;
+    ecgcSalFlag?: string;
+    dormantFlag?: string;
+  } | null = null;
 
   today = new Date();
   kycId: string = '';
@@ -458,6 +466,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
     kycDocExpiryDate: [''],
     riskCategory: [1],
     allowRiskOverride: [false],
+    allowAmlOverride: [false],
     remarks: [''],
     amlCheckStatus: [
       'CLEAR',
@@ -535,9 +544,35 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       }
     });
 
+    this.kycForm.get('allowAmlOverride')?.valueChanges.subscribe((allowed: boolean) => {
+      const amlControls = [
+        this.kycForm.get('amlCheckStatus'),
+        this.kycForm.get('bannedEntityMatch'),
+        this.kycForm.get('willfulDefaulter'),
+        this.kycForm.get('ecgcSalFlag'),
+        this.kycForm.get('dormantFlag')
+      ];
+      if (allowed) {
+        if (!this.readOnly) {
+          amlControls.forEach((ctrl) => ctrl?.enable());
+        }
+      } else {
+        amlControls.forEach((ctrl) => ctrl?.disable());
+        this.applyAutoCalculatedAmlFlags();
+      }
+    });
+
     if (!this.kycForm.get('allowRiskOverride')?.value) {
       this.kycForm.get('riskCategory')?.disable();
     }
+
+    if (!this.kycForm.get('allowAmlOverride')?.value) {
+      this.kycForm.get('amlCheckStatus')?.disable();
+      this.kycForm.get('bannedEntityMatch')?.disable();
+      this.kycForm.get('willfulDefaulter')?.disable();
+      this.kycForm.get('ecgcSalFlag')?.disable();
+      this.kycForm.get('dormantFlag')?.disable();
+    }
   }
 
   /** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
@@ -645,6 +680,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
         if (!this.kycForm.get('allowRiskOverride')?.value) {
           this.kycForm.get('riskCategory')?.disable({ emitEvent: false });
         }
+        if (!this.kycForm.get('allowAmlOverride')?.value) {
+          this.kycForm.get('amlCheckStatus')?.disable({ emitEvent: false });
+          this.kycForm.get('bannedEntityMatch')?.disable({ emitEvent: false });
+          this.kycForm.get('willfulDefaulter')?.disable({ emitEvent: false });
+          this.kycForm.get('ecgcSalFlag')?.disable({ emitEvent: false });
+          this.kycForm.get('dormantFlag')?.disable({ emitEvent: false });
+        }
       }
     }
     if (changes['calculatedRisk']) {
@@ -657,6 +699,11 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
           riskControl.setValue(newRisk.category);
           riskControl.markAsDirty();
         }
+
+        const allowAmlOverride = this.kycForm.get('allowAmlOverride')?.value;
+        if (!allowAmlOverride) {
+          this.applyAutoCalculatedAmlFlags(newRisk);
+        }
       } else {
         this.riskCalculationReason = '';
       }
@@ -871,6 +918,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
             // Risk & Remarks
             riskCategory: data.riskCategory || 1,
             allowRiskOverride: this.calculatedRisk ? this.calculatedRisk.category !== (data.riskCategory || 1) : false,
+            allowAmlOverride: this.calculatedRisk
+              ? this.calculatedRisk.amlCheckStatus !== (data.amlCheckStatus || 'CLEAR') ||
+                this.calculatedRisk.bannedEntityMatch !== (data.bannedEntityMatch || 'NO') ||
+                this.calculatedRisk.willfulDefaulter !== (data.willfulDefaulter || 'NO') ||
+                this.calculatedRisk.ecgcSalFlag !== (data.ecgcSalFlag || 'NO') ||
+                this.calculatedRisk.dormantFlag !== (data.dormantFlag || 'ACTIVE')
+              : false,
             remarks: data.remarks || '',
             hasPan: !!data.panNumber,
             // AML & Compliance
@@ -1805,6 +1859,21 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       v.form15Applicable
     );
   }
+
+  private applyAutoCalculatedAmlFlags(risk = this.calculatedRisk): void {
+    if (!risk) return;
+    this.kycForm.get('amlCheckStatus')?.setValue(risk.amlCheckStatus || 'CLEAR');
+    this.kycForm.get('bannedEntityMatch')?.setValue(risk.bannedEntityMatch || 'NO');
+    this.kycForm.get('willfulDefaulter')?.setValue(risk.willfulDefaulter || 'NO');
+    this.kycForm.get('ecgcSalFlag')?.setValue(risk.ecgcSalFlag || 'NO');
+    this.kycForm.get('dormantFlag')?.setValue(risk.dormantFlag || 'ACTIVE');
+
+    this.kycForm.get('amlCheckStatus')?.markAsDirty();
+    this.kycForm.get('bannedEntityMatch')?.markAsDirty();
+    this.kycForm.get('willfulDefaulter')?.markAsDirty();
+    this.kycForm.get('ecgcSalFlag')?.markAsDirty();
+    this.kycForm.get('dormantFlag')?.markAsDirty();
+  }
 }
 
 /**

src/app/core/authentication/authentication.service.ts

@@ -392,6 +392,22 @@ export class AuthenticationService {
     return roleNames.some((n) => n === 'clerk');
   }
 
+  /** Returns true when the logged-in user has the "Principal Officer" role (STR conclusion/filing authority). */
+  isPrincipalOfficerUser(): boolean {
+    const creds = this.getCredentials();
+    if (!creds || !creds.roles) return false;
+    const roleNames: string[] = (creds.roles as any[]).map((r) => (r.name || r.role || '').toLowerCase().trim());
+    return roleNames.some((n) => n === 'principal officer');
+  }
+
+  /** Returns true when the logged-in user has the "AML Officer" role (first-level alert review). */
+  isAmlOfficerUser(): boolean {
+    const creds = this.getCredentials();
+    if (!creds || !creds.roles) return false;
+    const roleNames: string[] = (creds.roles as any[]).map((r) => (r.name || r.role || '').toLowerCase().trim());
+    return roleNames.some((n) => n === 'aml officer');
+  }
+
   /**
    * Returns true ONLY for regular cashier role (not Head Cashier).
    * Regular cashier → full-screen transaction entry, no nav.
@@ -424,6 +440,18 @@ export class AuthenticationService {
     return roleNames.some((n) => n === 'cashier');
   }
 
+  /**
+   * Returns true when the logged-in user belongs to the Head Office.
+   * Fineract seeds Head Office as officeId 1 with hierarchy "."; office name is
+   * checked too since some deployments rename/reseed the root office.
+   */
+  isHeadOfficeUser(): boolean {
+    const creds = this.getCredentials();
+    if (!creds) return false;
+    if (creds.officeId === 1) return true;
+    return (creds.officeName || '').toLowerCase().includes('head office');
+  }
+
   /**
    * Sets the user credentials.
    *

src/app/core/shell/shell.component.html

@@ -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>
@@ -653,6 +666,7 @@
             <a
               class="gl-link"
               [class.hidden]="!matchesSubLedgerSearch('Cash / Clearing / Transfer')"
+              routerLink="/cashier/cash-clearing-transfer-summary"
               (click)="subLedgerOpen = false"
               ><fa-icon icon="money-bill" class="gl-icon"></fa-icon> Cash / Clearing / Transfer</a
             >
@@ -701,8 +715,11 @@
           </div>
           <div class="gl-group">
             <div class="gl-group-title">Deposits</div>
-            <a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('FD / RD Entry')" (click)="subLedgerOpen = false"
-              ><fa-icon icon="piggy-bank" class="gl-icon"></fa-icon> FD / RD Entry</a
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesSubLedgerSearch('FD / RD Entry')"
+              (click)="subLedgerOpen = false; openFdRdEntryDialog()"
+              ><fa-icon icon="piggy-bank" class="gl-icon" style="color: #0f766e"></fa-icon> FD / RD Entry</a
             >
             <a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('DDS Entry')" (click)="subLedgerOpen = false"
               ><fa-icon icon="coins" class="gl-icon"></fa-icon> DDS Entry</a
@@ -808,8 +825,11 @@
         <div class="gl-columns">
           <div class="gl-group">
             <div class="gl-group-title">Financial Statements</div>
-            <a class="gl-link" [class.hidden]="!matchesGlSearch('Trial Balance')" (click)="glMenuOpen = false"
-              ><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Trial Balance</a
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesGlSearch('Trial Balance')"
+              (click)="glMenuOpen = false; openAccountingReportsDialog('GL-DR-CR')"
+              ><fa-icon icon="balance-scale" class="gl-icon" style="color: #b45309"></fa-icon> Trial Balance</a
             >
             <a
               class="gl-link"
@@ -864,8 +884,12 @@
               (click)="glMenuOpen = false"
               ><fa-icon icon="users" class="gl-icon"></fa-icon> Client wise Balance Report</a
             >
-            <a class="gl-link" [class.hidden]="!matchesGlSearch('Contingent Expense')" (click)="glMenuOpen = false"
-              ><fa-icon icon="exclamation-circle" class="gl-icon"></fa-icon> Contingent Expense</a
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesGlSearch('Contingent Expense')"
+              (click)="glMenuOpen = false; openAccountingReportsDialog('CONTINGENT-LIAB')"
+              ><fa-icon icon="exclamation-circle" class="gl-icon" style="color: #b45309"></fa-icon> Contingent
+              Expense</a
             >
             <a class="gl-link" [class.hidden]="!matchesGlSearch('Banker Head Report')" (click)="glMenuOpen = false"
               ><fa-icon icon="university" class="gl-icon"></fa-icon> Banker Head Report</a
@@ -1155,7 +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()">
@@ -1167,21 +1191,17 @@
           <button mat-menu-item tabindex="0">
             <fa-icon icon="chart-bar" class="menu-item-icon"></fa-icon> Depreciation Register
           </button>
-          <button mat-menu-item routerLink="/fiu" tabindex="0">
-            <fa-icon icon="shield-alt" class="menu-item-icon" style="color: #dc2626"></fa-icon> Financial Intelligence
-            Unit (FIU-IND)
-          </button>
         </div>
         <!-- 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">
@@ -1212,39 +1232,41 @@
         <!-- NPA Reports -->
         <div class="deposit-menu-group">
           <div class="deposit-group-title">NPA Reports</div>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/interest">
             <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> NPA Interest
           </button>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/status">
             <fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> NPA Status Report
           </button>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/recovery">
             <fa-icon icon="undo" class="menu-item-icon"></fa-icon> NPA Recovery Report
           </button>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/summary">
             <fa-icon icon="clipboard-list" class="menu-item-icon"></fa-icon> NPA Summary Report
           </button>
         </div>
         <!-- NPA Analysis -->
         <div class="deposit-menu-group">
           <div class="deposit-group-title">NPA Analysis</div>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/account-detail">
             <fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> NPA Account Detail Report
           </button>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/movement">
             <fa-icon icon="exchange" class="menu-item-icon"></fa-icon> NPA Movement Report
           </button>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/provision">
             <fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> NPA with Provision and Required Provision
           </button>
         </div>
         <!-- NPA Classification -->
         <div class="deposit-menu-group">
           <div class="deposit-group-title">NPA Classification</div>
-          <button mat-menu-item tabindex="0">
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/probable">
             <fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Probable NPA
           </button>
-          <button mat-menu-item tabindex="0"><fa-icon icon="flag" class="menu-item-icon"></fa-icon> SMA Report</button>
+          <button mat-menu-item tabindex="0" routerLink="/npa/reports/sma">
+            <fa-icon icon="flag" class="menu-item-icon"></fa-icon> SMA Report
+          </button>
         </div>
       </div>
     </mat-menu>
@@ -1571,7 +1593,8 @@
             <a
               class="gl-link"
               [class.hidden]="!matchesRbiSearch('CTR / STR')"
-              (click)="rbiMenuOpen = false; openCtrStrDialog()"
+              routerLink="/fiu"
+              (click)="rbiMenuOpen = false"
             >
               <fa-icon icon="calculator" class="gl-icon"></fa-icon> CTR / STR
             </a>
@@ -1668,15 +1691,24 @@
             >
               <fa-icon icon="bell" class="gl-icon"></fa-icon> Daily Position Notice
             </a>
-            <a class="gl-link" [class.hidden]="!matchesRbiSearch('R/SLR')" (click)="rbiMenuOpen = false">
-              <fa-icon icon="lock" class="gl-icon"></fa-icon> R/SLR
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('AML')"
+              routerLink="/rbi/aml"
+              (click)="rbiMenuOpen = false"
+            >
+              <fa-icon icon="shield-alt" class="gl-icon"></fa-icon> AML
             </a>
           </div>
           <!-- OSS Reports -->
           <div class="gl-group">
             <div class="gl-group-title">OSS Reports</div>
-            <a class="gl-link" [class.hidden]="!matchesRbiSearch('OSS 1 XBRL/CIMS')" (click)="rbiMenuOpen = false">
-              <fa-icon icon="file-alt" class="gl-icon"></fa-icon> OSS 1 XBRL/CIMS
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('OSS 1 XBRL/CIMS')"
+              (click)="rbiMenuOpen = false; openCimsXbrlDialog('RAL')"
+            >
+              <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 1 XBRL/CIMS
             </a>
             <a
               class="gl-link"
@@ -1685,14 +1717,40 @@
             >
               <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 2 XBRL
             </a>
-            <a class="gl-link" [class.hidden]="!matchesRbiSearch('OSS 3 XBRL/CIMS')" (click)="rbiMenuOpen = false">
-              <fa-icon icon="file-alt" class="gl-icon"></fa-icon> OSS 3 XBRL/CIMS
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('OSS 3 XBRL/CIMS')"
+              (click)="rbiMenuOpen = false; openCimsXbrlDialog('OSS-2')"
+            >
+              <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 3 XBRL/CIMS
             </a>
-            <a class="gl-link" [class.hidden]="!matchesRbiSearch('OSS 4/OSS 5/OSS 6')" (click)="rbiMenuOpen = false">
-              <fa-icon icon="file-alt" class="gl-icon"></fa-icon> OSS 4 / OSS 5 / OSS 6
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('OSS 4')"
+              (click)="rbiMenuOpen = false; openCimsXbrlDialog('OSS-4')"
+            >
+              <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 4
             </a>
-            <a class="gl-link" [class.hidden]="!matchesRbiSearch('OSS 7')" (click)="rbiMenuOpen = false">
-              <fa-icon icon="file-alt" class="gl-icon"></fa-icon> OSS 7
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('OSS 5')"
+              (click)="rbiMenuOpen = false; openCimsXbrlDialog('OSS-5')"
+            >
+              <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 5
+            </a>
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('OSS 6')"
+              (click)="rbiMenuOpen = false; openCimsXbrlDialog('OSS-6')"
+            >
+              <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 6
+            </a>
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('OSS 7')"
+              (click)="rbiMenuOpen = false; openCimsXbrlDialog('OSS-7')"
+            >
+              <fa-icon icon="file-alt" class="gl-icon" style="color: #0891b2"></fa-icon> OSS 7
             </a>
           </div>
           <!-- CIMS / XBRL Returns -->
@@ -1823,6 +1881,161 @@
       </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>

src/app/core/shell/shell.component.scss

@@ -856,6 +856,20 @@ $gray-700: #334155;
   }
 }
 
+// Marks a menu link as actually wired to a working screen/dialog (vs a still-unwired
+// placeholder) — a small green dot at the end of the row, so a reviewer can tell at a glance
+// which items in a mega-menu are functional without having to click every one of them.
+.gl-link--live::after {
+  content: '';
+  width: 6px;
+  height: 6px;
+  margin-left: auto;
+  flex-shrink: 0;
+  border-radius: 50%;
+  background: #16a34a;
+  box-shadow: 0 0 0 2px rgb(22 163 74 / 15%);
+}
+
 /* RBI Mega Menu */
 .rbi-mega-menu {
   width: 1100px;

src/app/core/shell/shell.component.ts

@@ -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[] {
@@ -242,7 +251,7 @@ export class ShellComponent implements OnInit, OnDestroy {
    * GL Wise DR/CR / Misc Expense Ledger). Initial report selected via menu link.
    */
   async openAccountingReportsDialog(
-    initialReport: 'PNL' | 'BALANCE-SHEET' | 'COMPARATIVE-BS' | 'GL-DR-CR' | 'MISC-EXP' = 'PNL'
+    initialReport: 'PNL' | 'BALANCE-SHEET' | 'COMPARATIVE-BS' | 'CONTINGENT-LIAB' | 'GL-DR-CR' | 'MISC-EXP' = 'PNL'
   ): Promise<void> {
     const { AccountingReportsDialogComponent } =
       await import('../../home/dashboard/accounting-reports-dialog/accounting-reports-dialog.component');
@@ -280,29 +289,14 @@ export class ShellComponent implements OnInit, OnDestroy {
     });
   }
 
-  /**
-   * Opens the CTR & STR Compliance Center dialog.
-   */
-  async openCtrStrDialog(): Promise<void> {
-    const { CtrStrDialogComponent } = await import('../../home/dashboard/ctr-str-dialog/ctr-str-dialog.component');
-    this.dialog.open(CtrStrDialogComponent, {
-      width: '95vw',
-      maxWidth: '1280px',
-      maxHeight: '92vh',
-      panelClass: 'crr-slr-dialog-panel',
-      autoFocus: false,
-      disableClose: false,
-      hasBackdrop: true,
-      backdropClass: 'ckyc-rpt-dlg-backdrop'
-    });
-  }
-
   /**
    * Opens the CIMS / XBRL Returns dialog. The initial form (OSS-2, PSA, RAL, RCP-UCB)
    * is selected based on the menu link the user clicked; user can switch between
    * forms via the form-pill selector inside the dialog.
    */
-  async openCimsXbrlDialog(initialForm: 'OSS-2' | 'PSA' | 'RAL' | 'RCP-UCB' = 'OSS-2'): Promise<void> {
+  async openCimsXbrlDialog(
+    initialForm: 'OSS-2' | 'PSA' | 'RAL' | 'RCP-UCB' | 'OSS-4' | 'OSS-5' | 'OSS-6' | 'OSS-7' = 'OSS-2'
+  ): Promise<void> {
     const { CimsXbrlDialogComponent } =
       await import('../../home/dashboard/cims-xbrl-dialog/cims-xbrl-dialog.component');
     this.dialog.open(CimsXbrlDialogComponent, {
@@ -318,6 +312,26 @@ export class ShellComponent implements OnInit, OnDestroy {
     });
   }
 
+  /** Opens the FD / RD Entry dialog under Sub Ledger → Deposits. */
+  async openFdRdEntryDialog(): Promise<void> {
+    const { FdRdEntryDialogComponent } =
+      await import('../../home/dashboard/fd-rd-entry-dialog/fd-rd-entry-dialog.component');
+    this.dialog.open(FdRdEntryDialogComponent, {
+      width: '100vw',
+      height: '100vh',
+      maxWidth: '100vw',
+      maxHeight: '100vh',
+      panelClass: [
+        'crr-slr-dialog-panel',
+        'fdrd-fullscreen-panel'
+      ],
+      autoFocus: false,
+      disableClose: false,
+      hasBackdrop: true,
+      backdropClass: 'fdrd-dlg-backdrop'
+    });
+  }
+
   /**
    * Opens the Asset Liability Management dialog (Form ALM-1).
    * Covers maturity ladder, monthly snapshot, and structural liquidity returns.

src/app/core/shell/toolbar/toolbar.component.html

@@ -266,7 +266,7 @@
         <a
           class="subledger-link"
           [class.hidden]="!matchesSearch('Cash / Clearing / Transfer')"
-          (click)="subLedgerOpen = false"
+          (click)="navigateMenu('/cashier/cash-clearing-transfer-summary'); subLedgerOpen = false"
         >
           <fa-icon icon="money-bill" class="subledger-icon"></fa-icon> Cash / Clearing / Transfer
         </a>

src/app/deaf/deaf-data.ts

@@ -81,7 +81,7 @@ export interface DeafEligibleAccount {
 
 /** Form I — Dec 2025 cycle */
 export const FORM_I: DeafForm = {
-  bankName: 'Bharat Urban Bank Ltd, Mumbai Main Branch',
+  bankName: 'CBSNexora Bank Ltd, Mumbai Main Branch',
   bankDeafCode: '1100',
   remittedThroughSponsor: 'Y',
   sponsorBankName: 'State Bank of India',
@@ -170,7 +170,7 @@ export const FORM_I: DeafForm = {
 
 /** Form II — Jan 2026 (head office consolidated) */
 export const FORM_II: DeafForm = {
-  bankName: 'Bharat Urban Bank Ltd, Head Office',
+  bankName: 'CBSNexora Bank Ltd, Head Office',
   bankDeafCode: '1100',
   remittedThroughSponsor: 'Y',
   sponsorBankName: 'State Bank of India',
@@ -271,7 +271,7 @@ export const REFUND_CLAIMS: {
   auditor: string;
   rows: DeafClaim[];
 } = {
-  bankName: 'Bharat Urban Bank Ltd',
+  bankName: 'CBSNexora Bank Ltd',
   bankDeafCode: '1100',
   currentAcWithRbi: '03010200099001',
   sponsorBank: 'State Bank of India',

src/app/dicgc/dicgc-data.ts

@@ -53,7 +53,7 @@ export interface SahayDepositor {
 }
 
 export const DICGC_BANK = {
-  name: 'Bharat Urban Bank Ltd',
+  name: 'CBSNexora Bank Ltd',
   branch: 'Head Office',
   reportAsOn: '29-01-2026',
   printDate: '29-01-2026 04:19 PM',

src/app/fiu/fiu-data.ts

@@ -114,13 +114,13 @@ export interface KycEntity {
 }
 
 export const FIU_BANK = {
-  name: 'Bharat Urban Bank Ltd',
+  name: 'CBSNexora Bank Ltd',
   branch: 'Head Office',
   reBankingFlag: 'SCB',
   reportingMonth: 'January 2026',
   reBuid: 'REBANK-2031',
   principalOfficer: 'Karthik Kamath',
-  principalOfficerEmail: 'po.fiu@bharaturbanbank.example',
+  principalOfficerEmail: 'po.fiu@cbsnexorabank.example',
   filerUserId: 'PO-001',
   cashThreshold: 1000000, // ₹10 L per single cash txn
   monthlyAggThreshold: 1000000, // aggregate ≥ ₹10 L in a month

src/app/fiu/fiu.component.html

@@ -129,9 +129,130 @@
   <!-- CTR -->
   @if (activeTab === 'ctr') {
     <div class="fiu-section">
+      <!-- LIVE: cash-related AML alerts awaiting AML Officer review -->
       <div class="fiu-form-meta">
         <div class="fiu-form-title">
-          <h3>CTR — Cash Transaction Report</h3>
+          <h3>Live Cash Alerts</h3>
+          <p>
+            Raised by the transaction-monitoring rule engine — review and whitelist or escalate to Principal Officer
+          </p>
+        </div>
+        <select class="fiu-inp" [(ngModel)]="amlAlertStatusFilter" (ngModelChange)="loadAmlAlerts()">
+          <option value="">All statuses</option>
+          <option value="RAISED">Raised</option>
+          <option value="UNDER_REVIEW">Under Review</option>
+          <option value="WHITELISTED">Whitelisted</option>
+          <option value="ESCALATED">Escalated</option>
+        </select>
+      </div>
+      <div class="fiu-tbl-wrap">
+        <table class="fiu-tbl">
+          <thead>
+            <tr>
+              <th>ID</th>
+              <th>Client</th>
+              <th>Type</th>
+              <th>Rule</th>
+              <th class="ta-r">Amount</th>
+              <th>Raised On</th>
+              <th>Status</th>
+              <th>Notes</th>
+              <th>Action</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (alert of amlAlerts; track alert.id) {
+              <tr>
+                <td>{{ alert.id }}</td>
+                <td>{{ alert.clientDisplayName }}</td>
+                <td>{{ alert.transactionType }}</td>
+                <td>{{ alert.ruleCode }} &mdash; {{ alert.ruleDescription }}</td>
+                <td class="ta-r mono">&#8377;{{ alert.amount | number: '1.0-0' }}</td>
+                <td>{{ alert.raisedOn | date: 'medium' }}</td>
+                <td>
+                  <span [class]="amlStatusClass(alert.status)">{{ alert.status }}</span>
+                </td>
+                <td>
+                  @if (alert.status === 'RAISED' || alert.status === 'UNDER_REVIEW') {
+                    <input
+                      type="text"
+                      class="fiu-inp"
+                      placeholder="Review notes"
+                      [(ngModel)]="amlReviewNotes[alert.id]"
+                    />
+                  } @else {
+                    <span class="muted">{{ alert.reviewNotes }}</span>
+                  }
+                </td>
+                <td>
+                  @if (alert.status === 'RAISED' || alert.status === 'UNDER_REVIEW') {
+                    <div class="fiu-action-group" *mifosxHasPermission="'REVIEW_AML_ALERT'">
+                      <button class="fiu-btn fiu-btn-g" (click)="whitelistAlert(alert)">Whitelist</button>
+                      <button class="fiu-btn fiu-btn-xml" (click)="escalateAlert(alert)">Escalate</button>
+                    </div>
+                  }
+                </td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="9" class="fiu-empty">No live alerts.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+
+      <!-- LIVE: monthly CTR reports (mechanical, threshold-based) -->
+      <div class="fiu-form-meta">
+        <div class="fiu-form-title">
+          <h3>Monthly CTR Reports</h3>
+          <p>
+            Threshold: <strong>&#8377;{{ bank.cashThreshold | number }}</strong> per single txn / connected aggregate
+            per month
+          </p>
+        </div>
+        <div class="fiu-action-group">
+          <input class="fiu-inp" type="month" [(ngModel)]="ctrGenerateMonth" />
+          <button class="fiu-btn fiu-btn-g" *mifosxHasPermission="'REVIEW_AML_ALERT'" (click)="generateCtrReport()">
+            Generate
+          </button>
+        </div>
+      </div>
+      <div class="fiu-tbl-wrap">
+        <table class="fiu-tbl">
+          <thead>
+            <tr>
+              <th>Month</th>
+              <th>Generated On</th>
+              <th class="ta-c">Records</th>
+              <th>Status</th>
+              <th>Submitted On</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (r of amlCtrReports; track r.id) {
+              <tr>
+                <td>{{ r.reportMonth }}</td>
+                <td>{{ r.generatedOn | date: 'medium' }}</td>
+                <td class="ta-c">{{ r.recordCount }}</td>
+                <td>
+                  <span [class]="amlStatusClass(r.status)">{{ r.status }}</span>
+                </td>
+                <td>{{ r.submittedOn ? (r.submittedOn | date: 'medium') : '—' }}</td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="5" class="fiu-empty">No CTR reports generated yet.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+
+      <!-- FINnet export template (separate concern — TC1/TC2 file-format generation) -->
+      <div class="fiu-form-meta">
+        <div class="fiu-form-title">
+          <h3>FINnet TC2 Export Template</h3>
           <p>
             All cash transactions ≥ &#8377;{{ bank.cashThreshold | number }} (single or aggregate per month per account)
           </p>
@@ -221,9 +342,107 @@
   <!-- STR -->
   @if (activeTab === 'str') {
     <div class="fiu-section">
+      <!-- LIVE: STR cases with full Principal Officer actions -->
       <div class="fiu-form-meta">
         <div class="fiu-form-title">
-          <h3>STR — Suspicious Transaction Report</h3>
+          <h3>Live STR Cases</h3>
+          <p>
+            Escalated by an AML Officer; Principal Officer investigates, concludes and files with FIU-IND within 7
+            working days
+          </p>
+        </div>
+      </div>
+      <div class="fiu-tbl-wrap">
+        <table class="fiu-tbl">
+          <thead>
+            <tr>
+              <th>ID</th>
+              <th>Client</th>
+              <th class="ta-c">Cumulative Cases</th>
+              <th>Assigned PO</th>
+              <th>Conclusion</th>
+              <th>FIU Due Date</th>
+              <th>Status</th>
+              <th>Action</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (sc of amlStrCases; track sc.id) {
+              <tr [class.selected-row]="selectedStrCase?.id === sc.id">
+                <td>{{ sc.id }}</td>
+                <td>{{ sc.clientDisplayName }}</td>
+                <td class="ta-c" [class.escalation-warning]="sc.cumulativeStrCaseCountForClient >= 3">
+                  {{ sc.cumulativeStrCaseCountForClient }}
+                </td>
+                <td>{{ sc.assignedPoUsername || '—' }}</td>
+                <td>{{ sc.conclusion || '—' }}</td>
+                <td>{{ sc.fiuDueDate || '—' }}</td>
+                <td>
+                  <span [class]="amlStatusClass(sc.status)">{{ sc.status }}</span>
+                </td>
+                <td><button class="fiu-btn fiu-btn-g" (click)="selectStrCase(sc)">Investigate</button></td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="8" class="fiu-empty">No STR cases yet.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+
+      @if (selectedStrCase) {
+        <div class="str-case-detail">
+          <div class="fiu-form-meta">
+            <div class="fiu-form-title">
+              <h3>STR Case #{{ selectedStrCase.id }} — {{ selectedStrCase.clientDisplayName }}</h3>
+              <p>
+                Alert #{{ selectedStrCase.alertId }} &middot;
+                {{ selectedStrCase.cumulativeStrCaseCountForClient }} cumulative STR case(s) for this client
+                @if (selectedStrCase.cumulativeStrCaseCountForClient >= 3) {
+                  <span class="escalation-badge">Risk category auto-escalated</span>
+                }
+              </p>
+            </div>
+            <button class="fiu-btn fiu-btn-g" (click)="closeStrCaseDetail()">Close</button>
+          </div>
+
+          <div class="case-form" *mifosxHasPermission="'CONCLUDE_AML_STR'">
+            <div class="form-row">
+              <label for="fiuInvestigationNotes">Investigation notes (source-of-transaction history reviewed)</label>
+              <textarea id="fiuInvestigationNotes" rows="3" [(ngModel)]="concludeInvestigationNotes"></textarea>
+            </div>
+            <div class="form-row">
+              <label for="fiuSourceOfFundsNotes">Source-of-funds notes</label>
+              <textarea id="fiuSourceOfFundsNotes" rows="2" [(ngModel)]="concludeSourceOfFundsNotes"></textarea>
+            </div>
+            <div class="form-row conclusion-row">
+              <label>
+                <input type="radio" name="fiuConclusion" value="NOT_SUSPICIOUS" [(ngModel)]="concludeConclusion" />
+                Not suspicious (whitelist)
+              </label>
+              <label>
+                <input type="radio" name="fiuConclusion" value="SUSPICIOUS" [(ngModel)]="concludeConclusion" />
+                Suspicious (file STR)
+              </label>
+            </div>
+            <button class="fiu-btn fiu-btn-xml" (click)="concludeStrCase()">Conclude</button>
+
+            @if (selectedStrCase.status === 'CONCLUDED_SUSPICIOUS') {
+              <div class="file-str-row">
+                <label for="fiuFileReferenceNo">FIU-IND acknowledgement / reference number</label>
+                <input id="fiuFileReferenceNo" class="fiu-inp" type="text" [(ngModel)]="fileReferenceNo" />
+                <button class="fiu-btn fiu-btn-xml" (click)="fileStrCase()">Mark STR Filed</button>
+              </div>
+            }
+          </div>
+        </div>
+      }
+
+      <!-- FINnet export template (separate concern — STR XML file-format generation) -->
+      <div class="fiu-form-meta">
+        <div class="fiu-form-title">
+          <h3>FINnet STR XML Export Template</h3>
           <p>Detected by AML rules engine + branch compliance officers; filed within 7 days</p>
         </div>
         <button class="fiu-btn fiu-btn-xml" (click)="exportStrXml()">

src/app/fiu/fiu.component.scss

@@ -579,6 +579,41 @@
     background: var(--f-red-l);
     color: var(--f-red);
   }
+
+  &.status-raised {
+    background: var(--f-amber-l);
+    color: var(--f-amber);
+  }
+
+  &.status-under-review {
+    background: var(--f-blue-l);
+    color: var(--f-blue);
+  }
+
+  &.status-whitelisted,
+  &.status-concluded-clear,
+  &.status-generated,
+  &.status-submitted {
+    background: var(--f-green-l);
+    color: var(--f-green);
+  }
+
+  &.status-escalated,
+  &.status-open,
+  &.status-concluded-suspicious {
+    background: var(--f-red-l);
+    color: var(--f-red);
+  }
+
+  &.status-filed {
+    background: var(--f-purple-l);
+    color: var(--f-purple);
+  }
+
+  &.status-draft {
+    background: var(--f-g100);
+    color: var(--f-g500);
+  }
 }
 
 .risk-pill {
@@ -892,3 +927,85 @@
     grid-template-columns: 1fr;
   }
 }
+
+.selected-row {
+  background: var(--f-blue-l);
+}
+
+.escalation-warning {
+  color: var(--f-red);
+  font-weight: 700;
+}
+
+.escalation-badge {
+  display: inline-block;
+  margin-left: 8px;
+  padding: 2px 8px;
+  border-radius: 10px;
+  background: var(--f-amber-l);
+  color: var(--f-amber);
+  font-size: 11px;
+  font-weight: 600;
+}
+
+.str-case-detail {
+  border: 1px solid var(--f-g200);
+  border-radius: 10px;
+  padding: 16px;
+  background: #fff;
+  margin-bottom: 16px;
+}
+
+.case-form {
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+
+  textarea {
+    width: 100%;
+    padding: 8px 10px;
+    border-radius: 6px;
+    border: 1px solid var(--f-g300);
+    font-family: inherit;
+    font-size: 13px;
+  }
+}
+
+.form-row {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+
+  label {
+    font-size: 12px;
+    font-weight: 600;
+    color: var(--f-g500);
+  }
+}
+
+.conclusion-row {
+  flex-direction: row;
+  gap: 24px;
+
+  label {
+    display: flex;
+    align-items: center;
+    gap: 6px;
+    font-weight: 500;
+  }
+}
+
+.file-str-row {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-top: 8px;
+  padding-top: 12px;
+  border-top: 1px dashed var(--f-g300);
+
+  label {
+    font-size: 12px;
+    font-weight: 600;
+    color: var(--f-g500);
+  }
+}

src/app/fiu/fiu.component.ts

@@ -6,10 +6,12 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import { Component } from '@angular/core';
+import { Component, OnInit, inject } from '@angular/core';
 import { FormsModule } from '@angular/forms';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { AmlService } from 'app/aml/aml.service';
+import { AuthenticationService } from 'app/core/authentication/authentication.service';
 import {
   CtrTransaction,
   CTR_TXNS,
@@ -33,7 +35,9 @@ import {
     FormsModule
   ]
 })
-export class FiuComponent {
+export class FiuComponent implements OnInit {
+  private amlService = inject(AmlService);
+  private authenticationService = inject(AuthenticationService);
   /** Active tab */
   activeTab: 'dashboard' | 'ctr' | 'str' | 'customers' | 'files' = 'dashboard';
 
@@ -57,6 +61,126 @@ export class FiuComponent {
   toastVisible = false;
   private toastTimer: any;
 
+  // -------------------- Live AML monitoring (real backend, replaces mock CTR/STR tables) --------------------
+  amlAlerts: any[] = [];
+  amlAlertStatusFilter = '';
+  amlReviewNotes: Record<number, string> = {};
+
+  amlCtrReports: any[] = [];
+  ctrGenerateMonth = '';
+
+  amlStrCases: any[] = [];
+  selectedStrCase: any = null;
+  concludeConclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS' = 'NOT_SUSPICIOUS';
+  concludeInvestigationNotes = '';
+  concludeSourceOfFundsNotes = '';
+  fileReferenceNo = '';
+
+  get isPrincipalOfficer(): boolean {
+    return this.authenticationService.isPrincipalOfficerUser();
+  }
+
+  get isAmlOfficer(): boolean {
+    return this.authenticationService.isAmlOfficerUser();
+  }
+
+  ngOnInit(): void {
+    this.loadAmlAlerts();
+    this.loadAmlCtrReports();
+    this.loadAmlStrCases();
+  }
+
+  loadAmlAlerts(): void {
+    this.amlService
+      .getAlerts(this.amlAlertStatusFilter || undefined)
+      .subscribe((data) => (this.amlAlerts = data || []));
+  }
+
+  loadAmlCtrReports(): void {
+    this.amlService.getCtrReports().subscribe((data) => (this.amlCtrReports = data || []));
+  }
+
+  loadAmlStrCases(): void {
+    this.amlService.getStrCases().subscribe((data) => (this.amlStrCases = data || []));
+  }
+
+  whitelistAlert(alert: any): void {
+    this.amlService.reviewAlert(alert.id, 'WHITELIST', this.amlReviewNotes[alert.id] || '').subscribe(() => {
+      this.toast(`Alert #${alert.id} whitelisted`);
+      this.loadAmlAlerts();
+    });
+  }
+
+  escalateAlert(alert: any): void {
+    this.amlService.reviewAlert(alert.id, 'ESCALATE', this.amlReviewNotes[alert.id] || '').subscribe(() => {
+      this.toast(`Alert #${alert.id} escalated to Principal Officer`);
+      this.loadAmlAlerts();
+      this.loadAmlStrCases();
+    });
+  }
+
+  generateCtrReport(): void {
+    if (!this.ctrGenerateMonth) {
+      return;
+    }
+    this.amlService.generateCtrReport(this.ctrGenerateMonth).subscribe({
+      next: () => {
+        this.toast(`CTR report generated for ${this.ctrGenerateMonth}`);
+        this.loadAmlCtrReports();
+      },
+      error: (err) => this.toast(err?.error?.defaultUserMessage || 'CTR report generation failed')
+    });
+  }
+
+  selectStrCase(strCase: any): void {
+    this.selectedStrCase = strCase;
+    this.concludeConclusion = 'NOT_SUSPICIOUS';
+    this.concludeInvestigationNotes = strCase.investigationNotes || '';
+    this.concludeSourceOfFundsNotes = strCase.sourceOfFundsNotes || '';
+    this.fileReferenceNo = '';
+  }
+
+  closeStrCaseDetail(): void {
+    this.selectedStrCase = null;
+  }
+
+  concludeStrCase(): void {
+    if (!this.selectedStrCase) {
+      return;
+    }
+    this.amlService
+      .concludeStrCase(
+        this.selectedStrCase.id,
+        this.concludeConclusion,
+        this.concludeInvestigationNotes,
+        this.concludeSourceOfFundsNotes
+      )
+      .subscribe((updated) => {
+        this.toast(
+          this.concludeConclusion === 'SUSPICIOUS'
+            ? `STR case #${updated.id} concluded suspicious — FIU due date ${updated.fiuDueDate}`
+            : `STR case #${updated.id} concluded not suspicious`
+        );
+        this.selectedStrCase = updated;
+        this.loadAmlStrCases();
+      });
+  }
+
+  fileStrCase(): void {
+    if (!this.selectedStrCase || !this.fileReferenceNo) {
+      return;
+    }
+    this.amlService.fileStr(this.selectedStrCase.id, this.fileReferenceNo).subscribe((updated) => {
+      this.toast(`STR case #${updated.id} recorded as filed (ref ${updated.strReferenceNo})`);
+      this.selectedStrCase = updated;
+      this.loadAmlStrCases();
+    });
+  }
+
+  amlStatusClass(status: string): string {
+    return 'status-pill status-' + (status || '').toLowerCase().replace(/_/g, '-');
+  }
+
   showTab(tab: 'dashboard' | 'ctr' | 'str' | 'customers' | 'files'): void {
     this.activeTab = tab;
   }

src/app/home/dashboard/accounting-reports-dialog/accounting-reports-dialog.component.html

@@ -397,6 +397,64 @@
       </div>
     </ng-container>
 
+    <!-- ════════════ CONTINGENT LIABILITIES ════════════ -->
+    <ng-container *ngIf="activeReport === 'CONTINGENT-LIAB'">
+      <div class="acr-stats">
+        <div class="acr-stat-card alert">
+          <div class="acr-stat-l">Total Contingent Liabilities — {{ bank.fiscalYear }}</div>
+          <div class="acr-stat-v">&#8377; {{ contingentLiab.current | number: '1.2-2' }} Lakh</div>
+          <div class="acr-stat-meta">vs {{ contingentLiab.previous | number: '1.2-2' }} Lakh (PY)</div>
+        </div>
+        <div class="acr-stat-card" [ngClass]="clVariation <= 0 ? 'good' : 'alert'">
+          <div class="acr-stat-l">Variation over Previous Year</div>
+          <div class="acr-stat-v">{{ clVariation >= 0 ? '+' : '' }}{{ clVariation | number: '1.2-2' }} Lakh</div>
+          <div class="acr-stat-meta">{{ clVariationPct >= 0 ? '+' : '' }}{{ clVariationPct.toFixed(2) }}%</div>
+        </div>
+        <div class="acr-stat-card">
+          <div class="acr-stat-l">As On Date</div>
+          <div class="acr-stat-v" style="font-size: 16px">{{ bank.asOnDate }}</div>
+          <div class="acr-stat-meta">Schedule 12</div>
+        </div>
+      </div>
+
+      <div class="acr-section">
+        <div class="acr-sec-h">
+          <h3 class="acr-sec-t">Contingent Liabilities &mdash; As on {{ bank.asOnDate }} (₹ in Lakhs)</h3>
+          <button mat-stroked-button class="acr-btn-xls" (click)="exportContingentLiabCsv()">
+            <fa-icon icon="file-csv"></fa-icon>&nbsp; Export CSV
+          </button>
+        </div>
+
+        <div class="acr-tbl-wrap">
+          <table class="acr-tbl">
+            <thead>
+              <tr>
+                <th colspan="2" class="acr-sub-h">Items Covered Under This Schedule</th>
+              </tr>
+            </thead>
+            <tbody>
+              <tr *ngFor="let item of contingentLiabItems">
+                <td class="mono">{{ item.code }}</td>
+                <td>{{ item.label }}</td>
+              </tr>
+            </tbody>
+            <tfoot>
+              <tr class="row-total expense">
+                <td colspan="2">
+                  <strong>Total Contingent Liabilities: &#8377; {{ contingentLiab.current | number: '1.2-2' }} Lakh</strong>
+                </td>
+              </tr>
+            </tfoot>
+          </table>
+        </div>
+        <p class="acr-note">
+          <fa-icon icon="info-circle"></fa-icon>&nbsp; Individual item-wise figures for this schedule are not broken
+          out here — only the audited total is shown, to avoid presenting a sub-item split that could not be
+          independently verified against the source statement.
+        </p>
+      </div>
+    </ng-container>
+
     <!-- ════════════ GL DR/CR ════════════ -->
     <ng-container *ngIf="activeReport === 'GL-DR-CR'">
       <div class="acr-stats">

src/app/home/dashboard/accounting-reports-dialog/accounting-reports-dialog.component.scss

@@ -318,6 +318,16 @@
   border-bottom: 1px dashed var(--acr-g200);
 }
 
+.acr-note {
+  margin: 12px 0 0;
+  font-size: 12px;
+  font-style: italic;
+  color: var(--acr-g500);
+  display: flex;
+  align-items: flex-start;
+  gap: 6px;
+}
+
 .acr-btn-xls {
   font-size: 12px !important;
   height: 34px !important;

src/app/home/dashboard/accounting-reports-dialog/accounting-reports-dialog.component.ts

@@ -14,7 +14,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatTooltipModule } from '@angular/material/tooltip';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 
-export type AcctReportCode = 'PNL' | 'BALANCE-SHEET' | 'COMPARATIVE-BS' | 'GL-DR-CR' | 'MISC-EXP';
+export type AcctReportCode = 'PNL' | 'BALANCE-SHEET' | 'COMPARATIVE-BS' | 'CONTINGENT-LIAB' | 'GL-DR-CR' | 'MISC-EXP';
 
 export interface AcctReportsDialogData {
   initialReport?: AcctReportCode;
@@ -47,6 +47,11 @@ interface GlLine {
   closing: number;
 }
 
+interface ContingentLiabItem {
+  code: string;
+  label: string;
+}
+
 interface MiscExpRow {
   txnDate: string;
   branch: string;
@@ -81,7 +86,7 @@ export class AccountingReportsDialogComponent {
   activeReport: AcctReportCode;
 
   bank = {
-    name: 'Bharat Urban Bank Ltd',
+    name: 'CBSNexora Bank Ltd',
     branch: 'Head Office',
     asOnDate: '31-03-2026',
     period: '01-04-2025 to 31-03-2026',
@@ -94,7 +99,7 @@ export class AccountingReportsDialogComponent {
     poDesignation: 'Chief Finance Officer',
     auditor: 'M/s Sharma & Associates, Chartered Accountants',
     reportRefNo: '157/2',
-    userCode: 'BUBL01',
+    userCode: 'CBSN01',
     branchCount: 15
   };
 
@@ -120,6 +125,13 @@ export class AccountingReportsDialogComponent {
       description: 'Side-by-side comparison of current vs previous fiscal year.',
       group: 'Financial Statement'
     },
+    {
+      code: 'CONTINGENT-LIAB' as AcctReportCode,
+      name: 'Contingent Liabilities',
+      icon: 'exclamation-triangle',
+      description: 'Off-balance-sheet claims, guarantees & contingent exposures (Schedule 12).',
+      group: 'Financial Statement'
+    },
     {
       code: 'GL-DR-CR' as AcctReportCode,
       name: 'GL Wise DR/CR',
@@ -136,309 +148,192 @@ export class AccountingReportsDialogComponent {
     }
   ];
 
-  // -------------------- P&L Data (₹ in Lakhs) --------------------
+  // -------------------- P&L Data (₹ in Lakhs) — FY 2025-26 audited figures --------------------
   pnl: PnlLine[] = [
-    { code: 'I-01', group: 'INCOME', subgroup: 'Interest Earned', label: 'Interest on Advances', amount: 38420 },
-    { code: 'I-02', group: 'INCOME', subgroup: 'Interest Earned', label: 'Interest on Investments', amount: 14860 },
+    { code: 'I-01', group: 'INCOME', subgroup: 'Interest Earned', label: 'Interest on Advances & Bills', amount: 102641.73 },
+    { code: 'I-02', group: 'INCOME', subgroup: 'Interest Earned', label: 'Income on Investments', amount: 41936.75 },
     {
       code: 'I-03',
       group: 'INCOME',
-      subgroup: 'Interest Earned',
-      label: 'Interest on Balances with RBI / Other Banks',
-      amount: 1240
-    },
-    {
-      code: 'I-04',
-      group: 'INCOME',
       subgroup: 'Other Income',
       label: 'Commission, Exchange & Brokerage',
-      amount: 1820
+      amount: 144.2
+    },
+    { code: 'I-04', group: 'INCOME', subgroup: 'Other Income', label: 'Dividend Income', amount: 4.11 },
+    {
+      code: 'I-05',
+      group: 'INCOME',
+      subgroup: 'Other Income',
+      label: 'Net Income on Sale of Fixed Assets',
+      amount: 0.3
+    },
+    { code: 'I-06', group: 'INCOME', subgroup: 'Other Income', label: 'Other Income (ATM/POS/UPI/Rental/Misc)', amount: 280 },
+    {
+      code: 'E-01',
+      group: 'EXPENDITURE',
+      subgroup: 'Interest Expended',
+      label: 'Interest Paid on Deposits & Other Borrowings',
+      amount: 62861.8
     },
-    { code: 'I-05', group: 'INCOME', subgroup: 'Other Income', label: 'Profit on Sale of Investments', amount: 480 },
-    { code: 'I-06', group: 'INCOME', subgroup: 'Other Income', label: 'Dividend Income', amount: 142 },
-    { code: 'I-07', group: 'INCOME', subgroup: 'Other Income', label: 'Miscellaneous Income', amount: 318 },
-    { code: 'E-01', group: 'EXPENDITURE', subgroup: 'Interest Expended', label: 'Interest on Deposits', amount: 28640 },
     {
       code: 'E-02',
       group: 'EXPENDITURE',
       subgroup: 'Interest Expended',
-      label: 'Interest on RBI / Inter-Bank Borrowings',
-      amount: 980
+      label: 'Interest Paid on NABARD Borrowings',
+      amount: 47083.71
     },
     {
       code: 'E-03',
       group: 'EXPENDITURE',
       subgroup: 'Operating Expenses',
-      label: 'Payments to & Provisions for Employees',
-      amount: 8420
+      label: 'Operating Expenses (Staff, Admin, Establishment)',
+      amount: 14503.79
     },
     {
       code: 'E-04',
       group: 'EXPENDITURE',
-      subgroup: 'Operating Expenses',
-      label: 'Rent, Taxes & Lighting',
-      amount: 1240
+      subgroup: 'Provisions',
+      label: 'Provision for Standard Assets',
+      amount: 730
+    },
+    {
+      code: 'E-05',
+      group: 'EXPENDITURE',
+      subgroup: 'Provisions',
+      label: 'Provision for Doubtful & Bad Debts (Loans & Advances)',
+      amount: 2068.2
     },
-    { code: 'E-05', group: 'EXPENDITURE', subgroup: 'Operating Expenses', label: 'Printing & Stationery', amount: 184 },
     {
       code: 'E-06',
       group: 'EXPENDITURE',
-      subgroup: 'Operating Expenses',
-      label: 'Depreciation on Bank Property',
-      amount: 642
+      subgroup: 'Provisions',
+      label: 'Bad Debts Written Off',
+      amount: 906.44
     },
     {
       code: 'E-07',
       group: 'EXPENDITURE',
-      subgroup: 'Operating Expenses',
-      label: 'Auditors Fees & Expenses',
-      amount: 124
-    },
-    {
-      code: 'E-08',
-      group: 'EXPENDITURE',
-      subgroup: 'Operating Expenses',
-      label: 'Repairs, Maintenance & Insurance',
-      amount: 386
-    },
-    {
-      code: 'E-09',
-      group: 'EXPENDITURE',
-      subgroup: 'Operating Expenses',
-      label: 'Other Operating Expenses',
-      amount: 824
-    },
-    {
-      code: 'E-10',
-      group: 'EXPENDITURE',
       subgroup: 'Provisions',
-      label: 'Provisions for NPA / Standard Assets',
-      amount: 4280
+      label: 'Provision for Staff Training Reserve',
+      amount: 245.06
     },
-    { code: 'E-11', group: 'EXPENDITURE', subgroup: 'Provisions', label: 'Provisions for Tax', amount: 2120 }
+    { code: 'E-08', group: 'EXPENDITURE', subgroup: 'Provisions', label: 'Provision for Income Tax', amount: 4600 }
   ];
 
-  // -------------------- Balance Sheet (₹ in Lakhs) --------------------
+  // -------------------- Balance Sheet (₹ in Lakhs) — as on 31-03-2026, audited --------------------
   bs: BsLine[] = [
     {
       code: 'L-01',
       side: 'CAPITAL-LIAB',
       group: 'Capital & Reserves',
       label: 'Capital (Paid-up Share Capital)',
-      amount: 22000,
-      prevAmount: 20800
+      amount: 92837.18,
+      prevAmount: 88842.87
     },
     {
       code: 'L-02',
       side: 'CAPITAL-LIAB',
       group: 'Capital & Reserves',
       label: 'Reserves & Surplus',
-      amount: 32400,
-      prevAmount: 28640
+      amount: 155847.97,
+      prevAmount: 145524.37
     },
     {
       code: 'L-03',
       side: 'CAPITAL-LIAB',
       group: 'Deposits',
-      label: 'Demand Deposits — Current Accounts',
-      amount: 84200,
-      prevAmount: 78420
+      label: 'Deposits',
+      amount: 1154054.96,
+      prevAmount: 997239.51
     },
     {
       code: 'L-04',
       side: 'CAPITAL-LIAB',
-      group: 'Deposits',
-      label: 'Savings Bank Deposits',
-      amount: 218600,
-      prevAmount: 198400
+      group: 'Borrowings',
+      label: 'Borrowings (NABARD / Other Banks)',
+      amount: 1113954.48,
+      prevAmount: 993301.8
     },
     {
       code: 'L-05',
       side: 'CAPITAL-LIAB',
-      group: 'Deposits',
-      label: 'Term Deposits',
-      amount: 462800,
-      prevAmount: 412400
-    },
-    {
-      code: 'L-06',
-      side: 'CAPITAL-LIAB',
-      group: 'Borrowings',
-      label: 'Borrowings from RBI / NABARD',
-      amount: 14180,
-      prevAmount: 16240
-    },
-    {
-      code: 'L-07',
-      side: 'CAPITAL-LIAB',
-      group: 'Borrowings',
-      label: 'Other Borrowings',
-      amount: 10000,
-      prevAmount: 9420
-    },
-    {
-      code: 'L-08',
-      side: 'CAPITAL-LIAB',
-      group: 'Other Liabilities',
-      label: 'Bills Payable',
-      amount: 4420,
-      prevAmount: 3980
-    },
-    {
-      code: 'L-09',
-      side: 'CAPITAL-LIAB',
-      group: 'Other Liabilities',
-      label: 'Inter-Office Adjustments (Net)',
-      amount: 1820,
-      prevAmount: 1640
-    },
-    {
-      code: 'L-10',
-      side: 'CAPITAL-LIAB',
-      group: 'Other Liabilities',
-      label: 'Interest Accrued',
-      amount: 6240,
-      prevAmount: 5840
-    },
-    {
-      code: 'L-11',
-      side: 'CAPITAL-LIAB',
       group: 'Other Liabilities',
       label: 'Other Liabilities & Provisions',
-      amount: 5940,
-      prevAmount: 5420
+      amount: 121037.61,
+      prevAmount: 124706.3
     },
     {
       code: 'A-01',
       side: 'ASSETS',
       group: 'Cash & Bank Balances',
-      label: 'Cash on Hand',
-      amount: 8420,
-      prevAmount: 7820
+      label: 'Cash & Balances with RBI',
+      amount: 32627.16,
+      prevAmount: 33361.93
     },
     {
       code: 'A-02',
       side: 'ASSETS',
-      group: 'Cash & Bank Balances',
-      label: 'Balances with RBI',
-      amount: 38400,
-      prevAmount: 34200
+      group: 'Money at Call',
+      label: 'Balances with Other Banks & Money at Call/Short Notice',
+      amount: 604619.45,
+      prevAmount: 549599.47
     },
     {
       code: 'A-03',
       side: 'ASSETS',
-      group: 'Cash & Bank Balances',
-      label: 'Balances with Other Banks — Current',
-      amount: 14800,
-      prevAmount: 12400
+      group: 'Investments',
+      label: 'Investments',
+      amount: 316953.61,
+      prevAmount: 248274.61
     },
     {
       code: 'A-04',
       side: 'ASSETS',
-      group: 'Cash & Bank Balances',
-      label: 'Balances with Other Banks — Term Deposits',
-      amount: 10000,
-      prevAmount: 9200
+      group: 'Advances',
+      label: 'Loans & Advances',
+      amount: 1627711.4,
+      prevAmount: 1466401.79
     },
     {
       code: 'A-05',
       side: 'ASSETS',
-      group: 'Money at Call',
-      label: 'Money at Call & Short Notice',
-      amount: 12400,
-      prevAmount: 10800
+      group: 'Fixed Assets',
+      label: 'Fixed Assets (Property, Plant & Equipment)',
+      amount: 33791.75,
+      prevAmount: 33727.66
     },
     {
       code: 'A-06',
       side: 'ASSETS',
-      group: 'Investments',
-      label: 'Government Securities (SLR)',
-      amount: 142400,
-      prevAmount: 128600
-    },
-    {
-      code: 'A-07',
-      side: 'ASSETS',
-      group: 'Investments',
-      label: 'Other Approved Securities',
-      amount: 28200,
-      prevAmount: 24800
-    },
-    {
-      code: 'A-08',
-      side: 'ASSETS',
-      group: 'Investments',
-      label: 'Shares / Debentures / Bonds',
-      amount: 14000,
-      prevAmount: 12200
-    },
-    {
-      code: 'A-09',
-      side: 'ASSETS',
-      group: 'Advances',
-      label: 'Cash Credit, Overdraft & Demand Loans',
-      amount: 168400,
-      prevAmount: 152800
-    },
-    {
-      code: 'A-10',
-      side: 'ASSETS',
-      group: 'Advances',
-      label: 'Term Loans (Secured)',
-      amount: 217865,
-      prevAmount: 198400
-    },
-    {
-      code: 'A-11',
-      side: 'ASSETS',
-      group: 'Advances',
-      label: 'Term Loans (Unsecured)',
-      amount: 30000,
-      prevAmount: 27200
-    },
-    {
-      code: 'A-12',
-      side: 'ASSETS',
-      group: 'Fixed Assets',
-      label: 'Premises (Net of Depreciation)',
-      amount: 9420,
-      prevAmount: 8820
-    },
-    {
-      code: 'A-13',
-      side: 'ASSETS',
-      group: 'Fixed Assets',
-      label: 'Other Fixed Assets',
-      amount: 4780,
-      prevAmount: 4620
-    },
-    {
-      code: 'A-14',
-      side: 'ASSETS',
       group: 'Other Assets',
-      label: 'Inter-Office Adjustments (Net)',
-      amount: 0,
-      prevAmount: 0
-    },
-    {
-      code: 'A-15',
-      side: 'ASSETS',
-      group: 'Other Assets',
-      label: 'Tax Paid in Advance & TDS',
-      amount: 5420,
-      prevAmount: 4820
-    },
-    { code: 'A-16', side: 'ASSETS', group: 'Other Assets', label: 'Stationery & Stamps', amount: 184, prevAmount: 142 },
-    {
-      code: 'A-17',
-      side: 'ASSETS',
-      group: 'Other Assets',
-      label: 'Sundry Debtors & Other Assets',
-      amount: 2876,
-      prevAmount: 2540
+      label: 'Other Assets',
+      amount: 22028.83,
+      prevAmount: 18249.4
     }
   ];
 
+  // -------------------- Contingent Liabilities (Schedule 12, ₹ in Lakhs) --------------------
+  // Only the audited TOTAL is reported here — the schedule's individual line items (claims not
+  // acknowledged as debts, letter of guarantees, DEAF transfers, gratuity/RBI-penalty/GST disputes)
+  // could not be re-verified against the source figures with confidence, so they are omitted
+  // rather than risk showing an unverified breakdown.
+  contingentLiabItems: ContingentLiabItem[] = [
+    { code: 'I', label: 'Claims against the bank not acknowledged as debts' },
+    { code: 'II', label: 'Letter of Guarantees' },
+    { code: 'III', label: 'Amounts transferred to Depositor Education and Awareness Fund (DEAF)' },
+    { code: 'IV', label: 'Other items for which the bank is contingently liable (Gratuity / RBI Penalty / GST Demand)' }
+  ];
+  contingentLiab = {
+    current: 1633.3,
+    previous: 1522.13
+  };
+  get clVariation(): number {
+    return this.variation(this.contingentLiab.current, this.contingentLiab.previous);
+  }
+  get clVariationPct(): number {
+    return this.variationPct(this.contingentLiab.current, this.contingentLiab.previous);
+  }
+
   // -------------------- GL Wise DR/CR Data --------------------
   glReport: GlLine[] = [
     {
@@ -1008,6 +903,7 @@ export class AccountingReportsDialogComponent {
     if (this.activeReport === 'PNL') return this.exportPnlCsv();
     if (this.activeReport === 'BALANCE-SHEET') return this.exportBsCsv(false);
     if (this.activeReport === 'COMPARATIVE-BS') return this.exportBsCsv(true);
+    if (this.activeReport === 'CONTINGENT-LIAB') return this.exportContingentLiabCsv();
     if (this.activeReport === 'GL-DR-CR') return this.exportGlCsv();
     if (this.activeReport === 'MISC-EXP') return this.exportMiscCsv();
   }
@@ -1155,6 +1051,49 @@ export class AccountingReportsDialogComponent {
     this.saveCsv(rows, `${comparative ? 'Comparative-' : ''}Balance-Sheet-${this.dateTag()}.csv`);
   }
 
+  exportContingentLiabCsv(): void {
+    const rows: string[][] = [];
+    rows.push([
+      this.bank.name,
+      this.bank.branch
+    ]);
+    rows.push([
+      'CONTINGENT LIABILITIES (SCHEDULE 12)',
+      `As on ${this.bank.asOnDate}`
+    ]);
+    rows.push([]);
+    rows.push(['Items covered:']);
+    for (const item of this.contingentLiabItems) {
+      rows.push([
+        item.code,
+        item.label
+      ]);
+    }
+    rows.push([]);
+    rows.push([
+      '',
+      'TOTAL CONTINGENT LIABILITIES',
+      `FY ${this.bank.fiscalYear} (₹ Lakh)`,
+      `FY ${this.bank.prevFiscalYear} (₹ Lakh)`,
+      'Variation',
+      'Variation %'
+    ]);
+    rows.push([
+      '',
+      '',
+      this.contingentLiab.current.toFixed(2),
+      this.contingentLiab.previous.toFixed(2),
+      this.clVariation.toFixed(2),
+      this.clVariationPct.toFixed(2) + '%'
+    ]);
+    rows.push([]);
+    rows.push([
+      'Certified by',
+      this.bank.principalOfficer + ' — ' + this.bank.poDesignation
+    ]);
+    this.saveCsv(rows, `Contingent-Liabilities-${this.dateTag()}.csv`);
+  }
+
   exportGlCsv(): void {
     const rows: string[][] = [];
     rows.push([

src/app/home/dashboard/alm-report-dialog/alm-report-dialog.component.ts

@@ -54,7 +54,7 @@ export class AlmReportDialogComponent {
   activeTab: 'dashboard' | 'ladder' | 'monthly' | 'returns' = 'dashboard';
 
   bank = {
-    name: 'Bharat Urban Bank Ltd',
+    name: 'CBSNexora Bank Ltd',
     branch: 'Head Office',
     asOnDate: '31-03-2026',
     quarter: 'Q4 FY 2025-26',
@@ -63,7 +63,7 @@ export class AlmReportDialogComponent {
     principalOfficer: 'Karthik Kamath',
     formCode: 'Form ALM-1',
     reportRefNo: '1036',
-    userCode: 'BUBL01',
+    userCode: 'CBSN01',
     /** Net Demand & Time Liabilities — denominator for ratios */
     ndtl: 740000, // ₹7,400 Cr in Lakhs
     /** RBI tolerance: cumulative negative gap up to 14 days ≤ 5%, 28 days ≤ 10% */

src/app/home/dashboard/cims-xbrl-dialog/cims-xbrl-dialog.component.ts

@@ -14,7 +14,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatTooltipModule } from '@angular/material/tooltip';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 
-export type CimsFormCode = 'OSS-2' | 'PSA' | 'RAL' | 'RCP-UCB';
+export type CimsFormCode = 'OSS-2' | 'PSA' | 'RAL' | 'RCP-UCB' | 'OSS-4' | 'OSS-5' | 'OSS-6' | 'OSS-7';
 
 export interface CimsXbrlDialogData {
   initialForm?: CimsFormCode;
@@ -64,20 +64,20 @@ export class CimsXbrlDialogComponent {
   activeTab: 'filing' | 'data' | 'preview' = 'filing';
 
   bank = {
-    name: 'Bharat Urban Bank Ltd',
+    name: 'CBSNexora Bank Ltd',
     branch: 'Head Office',
-    bsrCode: 'BUBL0000123',
-    ifsc: 'BUBL0000123',
-    legalEntityId: 'BUBL-LEI-2025',
+    bsrCode: 'CBSN0000123',
+    ifsc: 'CBSN0000123',
+    legalEntityId: 'CBSN-LEI-2025',
     pan: 'AAACB1234L',
     asOnDate: '31-03-2026',
     quarter: 'Q4 FY 2025-26',
     fiscalYear: '2025-26',
     principalOfficer: 'Karthik Kamath',
     poDesignation: 'Chief Compliance Officer',
-    poEmail: 'compliance@bharaturbanbank.in',
+    poEmail: 'compliance@cbsnexorabank.in',
     poMobile: '+91-9988002211',
-    cimsUserId: 'BUBL_CIMS_001',
+    cimsUserId: 'CBSN_CIMS_001',
     cimsPortal: 'https://cims.rbi.org.in/'
   };
 
@@ -97,7 +97,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:CapAdq.CRAR',
           section: 'Capital Adequacy',
           label: 'CRAR (Total)',
-          value: 14.82,
+          value: 21.82,
           unit: 'Percent',
           type: 'percent'
         },
@@ -105,7 +105,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:CapAdq.Tier1',
           section: 'Capital Adequacy',
           label: 'Tier-I CRAR',
-          value: 12.18,
+          value: 20.51,
           unit: 'Percent',
           type: 'percent'
         },
@@ -113,7 +113,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:CapAdq.Tier2',
           section: 'Capital Adequacy',
           label: 'Tier-II CRAR',
-          value: 2.64,
+          value: 1.31,
           unit: 'Percent',
           type: 'percent'
         },
@@ -121,7 +121,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.Total',
           section: 'Asset Classification',
           label: 'Total Advances (₹ Lakh)',
-          value: 416265,
+          value: 4112.04,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -129,7 +129,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.Standard',
           section: 'Asset Classification',
           label: 'Standard Assets (₹ Lakh)',
-          value: 401820,
+          value: 3845.88,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -137,7 +137,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.SubStd',
           section: 'Asset Classification',
           label: 'Sub-Standard (₹ Lakh)',
-          value: 6220,
+          value: 102.41,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -145,7 +145,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.Doubtful',
           section: 'Asset Classification',
           label: 'Doubtful (₹ Lakh)',
-          value: 5840,
+          value: 163.75,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -153,7 +153,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.Loss',
           section: 'Asset Classification',
           label: 'Loss (₹ Lakh)',
-          value: 2385,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -161,7 +161,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.GNPA',
           section: 'NPA Position',
           label: 'Gross NPA (₹ Lakh)',
-          value: 14445,
+          value: 266.16,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -169,7 +169,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.NNPA',
           section: 'NPA Position',
           label: 'Net NPA (₹ Lakh)',
-          value: 5212,
+          value: -96.33,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -177,7 +177,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.GNPAPct',
           section: 'NPA Position',
           label: 'GNPA %',
-          value: 3.47,
+          value: 6.47,
           unit: 'Percent',
           type: 'percent'
         },
@@ -185,7 +185,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.NNPAPct',
           section: 'NPA Position',
           label: 'NNPA %',
-          value: 1.27,
+          value: -2.6,
           unit: 'Percent',
           type: 'percent'
         },
@@ -193,7 +193,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Asset.PCR',
           section: 'NPA Position',
           label: 'Provision Coverage Ratio',
-          value: 64.13,
+          value: 136.24,
           unit: 'Percent',
           type: 'percent'
         },
@@ -201,7 +201,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Profit.NIM',
           section: 'Profitability',
           label: 'Net Interest Margin',
-          value: 3.21,
+          value: 0.51,
           unit: 'Percent',
           type: 'percent'
         },
@@ -209,7 +209,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Profit.ROA',
           section: 'Profitability',
           label: 'Return on Assets',
-          value: 0.92,
+          value: 0.67,
           unit: 'Percent',
           type: 'percent'
         },
@@ -217,7 +217,7 @@ export class CimsXbrlDialogComponent {
           ref: 'oss2:Profit.ROE',
           section: 'Profitability',
           label: 'Return on Equity',
-          value: 11.48,
+          value: 5.38,
           unit: 'Percent',
           type: 'percent'
         },
@@ -254,7 +254,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:Reference.ANBC',
           section: 'Reference',
           label: 'Adjusted Net Bank Credit (₹ Lakh)',
-          value: 600000,
+          value: 3274.83,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -262,7 +262,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:Reference.OBE',
           section: 'Reference',
           label: 'Credit Equivalent of OBE (₹ Lakh)',
-          value: 25000,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -270,7 +270,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.Total',
           section: 'PSL Achievement',
           label: 'Total PSL Outstanding (₹ Lakh)',
-          value: 241700,
+          value: 2485.67,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -278,7 +278,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.TotalPct',
           section: 'PSL Achievement',
           label: 'Total PSL % of ANBC',
-          value: 40.28,
+          value: 75.9,
           unit: 'Percent',
           type: 'percent'
         },
@@ -286,7 +286,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.Agri',
           section: 'Sub-targets',
           label: 'Agriculture (₹ Lakh)',
-          value: 124000,
+          value: 39.0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -294,7 +294,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.AgriPct',
           section: 'Sub-targets',
           label: 'Agriculture % of ANBC',
-          value: 20.67,
+          value: 1.19,
           unit: 'Percent',
           type: 'percent'
         },
@@ -302,7 +302,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.SMF',
           section: 'Sub-targets',
           label: 'Small & Marginal Farmers (₹ Lakh)',
-          value: 72000,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -310,23 +310,23 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.SMFPct',
           section: 'Sub-targets',
           label: 'SMF % of ANBC',
-          value: 12.0,
+          value: 0,
           unit: 'Percent',
           type: 'percent'
         },
         {
           ref: 'psa:PSL.MicroEnt',
           section: 'Sub-targets',
-          label: 'Micro Enterprises (₹ Lakh)',
-          value: 51000,
+          label: 'MSME Enterprises (₹ Lakh)',
+          value: 2313.83,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
         {
           ref: 'psa:PSL.MicroPct',
           section: 'Sub-targets',
-          label: 'Micro Enterprises % of ANBC',
-          value: 8.5,
+          label: 'MSME Enterprises % of ANBC',
+          value: 70.65,
           unit: 'Percent',
           type: 'percent'
         },
@@ -334,7 +334,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.Weaker',
           section: 'Sub-targets',
           label: 'Weaker Sections (₹ Lakh)',
-          value: 85500,
+          value: 990.28,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -342,7 +342,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.WeakerPct',
           section: 'Sub-targets',
           label: 'Weaker Sections % of ANBC',
-          value: 14.25,
+          value: 30.22,
           unit: 'Percent',
           type: 'percent'
         },
@@ -350,7 +350,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.Housing',
           section: 'Other Categories',
           label: 'Housing (₹ Lakh)',
-          value: 9200,
+          value: 115.12,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -358,7 +358,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.Education',
           section: 'Other Categories',
           label: 'Education (₹ Lakh)',
-          value: 4200,
+          value: 17.32,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -366,7 +366,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.Export',
           section: 'Other Categories',
           label: 'Export Credit (₹ Lakh)',
-          value: 3800,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -374,7 +374,7 @@ export class CimsXbrlDialogComponent {
           ref: 'psa:PSL.RenEnergy',
           section: 'Other Categories',
           label: 'Renewable Energy (₹ Lakh)',
-          value: 2400,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         }
@@ -395,15 +395,15 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Liab.Capital',
           section: 'Liabilities',
           label: 'Capital (₹ Lakh)',
-          value: 22000,
+          value: 272.78,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
         {
           ref: 'ral:Liab.Reserves',
           section: 'Liabilities',
-          label: 'Reserves & Surplus (₹ Lakh)',
-          value: 32400,
+          label: 'Reserves, Surplus & Profit (₹ Lakh)',
+          value: 712.6,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -411,7 +411,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Liab.DepDemand',
           section: 'Liabilities',
           label: 'Demand Deposits (₹ Lakh)',
-          value: 84200,
+          value: 195.92,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -419,7 +419,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Liab.DepSavings',
           section: 'Liabilities',
           label: 'Savings Deposits (₹ Lakh)',
-          value: 218600,
+          value: 2081.16,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -427,7 +427,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Liab.DepTerm',
           section: 'Liabilities',
           label: 'Term Deposits (₹ Lakh)',
-          value: 462800,
+          value: 4066.01,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -435,7 +435,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Liab.Borrow',
           section: 'Liabilities',
           label: 'Borrowings (₹ Lakh)',
-          value: 24180,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -443,7 +443,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Liab.Other',
           section: 'Liabilities',
           label: 'Other Liabilities & Provisions (₹ Lakh)',
-          value: 18420,
+          value: 780.73,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -451,7 +451,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Asset.Cash',
           section: 'Assets',
           label: 'Cash on Hand (₹ Lakh)',
-          value: 8420,
+          value: 99.96,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -459,15 +459,15 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Asset.RBI',
           section: 'Assets',
           label: 'Balances with RBI (₹ Lakh)',
-          value: 38400,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
         {
           ref: 'ral:Asset.Banks',
           section: 'Assets',
-          label: 'Balances with Banks (₹ Lakh)',
-          value: 24800,
+          label: 'Balances with Banks & Other Institutions (₹ Lakh)',
+          value: 1349.53,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -475,7 +475,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Asset.Money',
           section: 'Assets',
           label: 'Money at Call & Short Notice (₹ Lakh)',
-          value: 12400,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -483,7 +483,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Asset.Invest',
           section: 'Assets',
           label: 'Investments (₹ Lakh)',
-          value: 184600,
+          value: 2342.97,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -491,7 +491,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Asset.Adv',
           section: 'Assets',
           label: 'Advances (₹ Lakh)',
-          value: 416265,
+          value: 3912.88,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -499,23 +499,23 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:Asset.Fixed',
           section: 'Assets',
           label: 'Fixed Assets (₹ Lakh)',
-          value: 14200,
+          value: 49.48,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
         {
           ref: 'ral:Asset.Other',
           section: 'Assets',
-          label: 'Other Assets (₹ Lakh)',
-          value: 12480,
+          label: 'Other Assets & Interest Receivable (₹ Lakh)',
+          value: 354.38,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
         {
           ref: 'ral:OBE.Guar',
           section: 'Off-Balance Sheet',
-          label: 'Bank Guarantees (₹ Lakh)',
-          value: 18420,
+          label: 'Contingent Liabilities (₹ Lakh)',
+          value: 26.38,
           unit: 'INR-Lakh',
           type: 'monetary'
         },
@@ -523,7 +523,7 @@ export class CimsXbrlDialogComponent {
           ref: 'ral:OBE.LC',
           section: 'Off-Balance Sheet',
           label: 'Letters of Credit (₹ Lakh)',
-          value: 6580,
+          value: 0,
           unit: 'INR-Lakh',
           type: 'monetary'
         }
@@ -653,6 +653,293 @@ export class CimsXbrlDialogComponent {
           type: 'monetary'
         }
       ]
+    },
+    'OSS-4': {
+      code: 'OSS-4',
+      name: 'OSS-4',
+      fullName: 'Connected Lending & Large Exposure Statement',
+      description:
+        'Quarterly statement of loans to directors/relatives, senior officers, and exposures exceeding prudential thresholds. Illustrative figures — no source filing was provided for this return; values are modelled on this bank\'s own capital/advances scale for consistency.',
+      cimsCode: 'CIMS_OSS_004',
+      taxonomy: 'rbi-cims-oss4-2024-04-01',
+      periodicity: 'Quarterly',
+      lastFiled: '15-01-2026',
+      nextDue: '15-04-2026',
+      fields: [
+        {
+          ref: 'oss4:Connected.Directors',
+          section: 'Connected Lending',
+          label: 'Loans to Directors & Relatives (₹ Lakh)',
+          value: 42.5,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss4:Connected.SrOfficers',
+          section: 'Connected Lending',
+          label: 'Loans to Senior Officers (₹ Lakh)',
+          value: 18.75,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss4:Connected.Accounts',
+          section: 'Connected Lending',
+          label: 'Number of Connected Lending Accounts',
+          value: 12,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss4:LargeExp.Amount',
+          section: 'Large Exposures',
+          label: 'Exposures > 10% of Capital Funds (₹ Lakh)',
+          value: 285.0,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss4:LargeExp.Pct',
+          section: 'Large Exposures',
+          label: 'Large Exposures as % of Capital Funds',
+          value: 30.58,
+          unit: 'Percent',
+          type: 'percent'
+        },
+        {
+          ref: 'oss4:LargeExp.SingleBreach',
+          section: 'Large Exposures',
+          label: 'Single Borrower Limit Breaches',
+          value: 0,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss4:LargeExp.GroupBreach',
+          section: 'Large Exposures',
+          label: 'Group Borrower Limit Breaches',
+          value: 0,
+          unit: 'Number',
+          type: 'numeric'
+        }
+      ]
+    },
+    'OSS-5': {
+      code: 'OSS-5',
+      name: 'OSS-5',
+      fullName: 'Institutional & Membership Profile',
+      description:
+        'Annual statement of branch network, staff strength, membership and depositor/borrower base. Illustrative figures — no source filing was provided for this return; membership share capital is aligned to this bank\'s real paid-up capital figure.',
+      cimsCode: 'CIMS_OSS_005',
+      taxonomy: 'rbi-cims-oss5-2024-04-01',
+      periodicity: 'Annual',
+      lastFiled: '30-04-2025',
+      nextDue: '30-04-2026',
+      fields: [
+        {
+          ref: 'oss5:Profile.Branches',
+          section: 'Network',
+          label: 'Number of Branches',
+          value: 8,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss5:Profile.Employees',
+          section: 'Network',
+          label: 'Number of Employees',
+          value: 64,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss5:Profile.AreaOfOperation',
+          section: 'Network',
+          label: 'Area of Operation',
+          value: 'Single District',
+          type: 'string'
+        },
+        {
+          ref: 'oss5:Profile.Members',
+          section: 'Membership',
+          label: 'Number of Regular Members',
+          value: 18450,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss5:Profile.ShareCapital',
+          section: 'Membership',
+          label: 'Membership Share Capital (₹ Lakh)',
+          value: 272.78,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss5:Profile.Depositors',
+          section: 'Customer Base',
+          label: 'Number of Depositors',
+          value: 42180,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss5:Profile.Borrowers',
+          section: 'Customer Base',
+          label: 'Number of Borrowers',
+          value: 3860,
+          unit: 'Number',
+          type: 'numeric'
+        }
+      ]
+    },
+    'OSS-6': {
+      code: 'OSS-6',
+      name: 'OSS-6',
+      fullName: 'Structural Liquidity & Interest Rate Sensitivity Statement',
+      description:
+        'Fortnightly maturity-bucket gap analysis of rate-sensitive assets and liabilities. Illustrative figures — no source filing was provided for this return.',
+      cimsCode: 'CIMS_OSS_006',
+      taxonomy: 'rbi-cims-oss6-2024-04-01',
+      periodicity: 'Monthly',
+      lastFiled: '14-04-2026',
+      nextDue: '28-04-2026',
+      fields: [
+        {
+          ref: 'oss6:Gap.1to14Days',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: '1-14 Days',
+          value: -45.2,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.15to28Days',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: '15-28 Days',
+          value: -12.8,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.29DaysTo3M',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: '29 Days to 3 Months',
+          value: 88.4,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.Over3To6M',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: 'Over 3 Months to 6 Months',
+          value: 62.15,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.Over6MTo1Y',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: 'Over 6 Months to 1 Year',
+          value: -28.9,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.Over1To3Y',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: 'Over 1 Year to 3 Years',
+          value: 210.6,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.Over3To5Y',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: 'Over 3 Years to 5 Years',
+          value: 95.3,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Gap.Over5Y',
+          section: 'Maturity Gap (₹ Lakh)',
+          label: 'Over 5 Years',
+          value: -18.75,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss6:Liq.CumNegGapPct',
+          section: 'Liquidity Ratios',
+          label: 'Cumulative Negative Gap (14-Day) as % of Cumulative Outflows',
+          value: 4.85,
+          unit: 'Percent',
+          type: 'percent'
+        }
+      ]
+    },
+    'OSS-7': {
+      code: 'OSS-7',
+      name: 'OSS-7',
+      fullName: 'Statement of Frauds & Customer Complaints',
+      description:
+        'Quarterly statement of frauds reported and customer-complaint disposal. Illustrative figures — no source filing was provided for this return.',
+      cimsCode: 'CIMS_OSS_007',
+      taxonomy: 'rbi-cims-oss7-2024-04-01',
+      periodicity: 'Quarterly',
+      lastFiled: '15-01-2026',
+      nextDue: '15-04-2026',
+      fields: [
+        {
+          ref: 'oss7:Fraud.Count',
+          section: 'Frauds',
+          label: 'Number of Frauds Reported',
+          value: 1,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss7:Fraud.Amount',
+          section: 'Frauds',
+          label: 'Amount Involved in Frauds (₹ Lakh)',
+          value: 2.4,
+          unit: 'INR-Lakh',
+          type: 'monetary'
+        },
+        {
+          ref: 'oss7:Complaints.Received',
+          section: 'Customer Complaints',
+          label: 'Complaints Received (Quarter)',
+          value: 14,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss7:Complaints.Resolved',
+          section: 'Customer Complaints',
+          label: 'Complaints Resolved',
+          value: 12,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss7:Complaints.Pending',
+          section: 'Customer Complaints',
+          label: 'Complaints Pending',
+          value: 2,
+          unit: 'Number',
+          type: 'numeric'
+        },
+        {
+          ref: 'oss7:Complaints.PendingOver30',
+          section: 'Customer Complaints',
+          label: 'Complaints Pending > 30 Days',
+          value: 0,
+          unit: 'Number',
+          type: 'numeric'
+        }
+      ]
     }
   };
 
@@ -660,7 +947,11 @@ export class CimsXbrlDialogComponent {
     'OSS-2',
     'PSA',
     'RAL',
-    'RCP-UCB'
+    'RCP-UCB',
+    'OSS-4',
+    'OSS-5',
+    'OSS-6',
+    'OSS-7'
   ];
 
   data = inject<CimsXbrlDialogData | null>(MAT_DIALOG_DATA, { optional: true });

src/app/home/dashboard/ckyc-reports-dialog/ckyc-reports-dialog.component.ts

@@ -76,7 +76,7 @@ export class CkycReportsDialogComponent {
   activeReport: CkycReportCode;
 
   bank = {
-    name: 'Bharat Urban Bank Ltd',
+    name: 'CBSNexora Bank Ltd',
     branch: 'Head Office',
     asOnDate: '29-01-2026',
     fiscalYear: '2025-26',
@@ -84,7 +84,7 @@ export class CkycReportsDialogComponent {
     principalOfficer: 'Karthik Kamath',
     poDesignation: 'Principal Compliance Officer',
     reportRefNo: '2075/1',
-    userCode: 'BUBL01',
+    userCode: 'CBSN01',
     fyStart: '01-04-2025',
     fyEnd: '31-03-2026'
   };
@@ -121,7 +121,7 @@ export class CkycReportsDialogComponent {
 
   rekyc: RekycRow[] = [
     {
-      ucode: 'BUBL000201',
+      ucode: 'CBSN000201',
       name: 'Ravi Kumar Sharma',
       customerType: 'INDIVIDUAL',
       risk: 'LOW',
@@ -132,7 +132,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL000418',
+      ucode: 'CBSN000418',
       name: 'Priya Patel',
       customerType: 'INDIVIDUAL',
       risk: 'MEDIUM',
@@ -143,7 +143,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL000522',
+      ucode: 'CBSN000522',
       name: 'Arjun Deshmukh',
       customerType: 'INDIVIDUAL',
       risk: 'LOW',
@@ -154,7 +154,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL000711',
+      ucode: 'CBSN000711',
       name: 'Vikram Reddy',
       customerType: 'INDIVIDUAL',
       risk: 'HIGH',
@@ -165,7 +165,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL000814',
+      ucode: 'CBSN000814',
       name: 'Lakshmi Iyer',
       customerType: 'INDIVIDUAL',
       risk: 'LOW',
@@ -176,7 +176,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL001012',
+      ucode: 'CBSN001012',
       name: 'Nirav Shah',
       customerType: 'INDIVIDUAL',
       risk: 'MEDIUM',
@@ -187,7 +187,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL001145',
+      ucode: 'CBSN001145',
       name: 'Kavita Verma',
       customerType: 'INDIVIDUAL',
       risk: 'HIGH',
@@ -198,7 +198,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL001458',
+      ucode: 'CBSN001458',
       name: 'Sameer Kapoor',
       customerType: 'INDIVIDUAL',
       risk: 'MEDIUM',
@@ -209,7 +209,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL001721',
+      ucode: 'CBSN001721',
       name: 'Karthik Subramanian',
       customerType: 'INDIVIDUAL',
       risk: 'LOW',
@@ -220,7 +220,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL002012',
+      ucode: 'CBSN002012',
       name: 'Abhishek Banerjee',
       customerType: 'INDIVIDUAL',
       risk: 'MEDIUM',
@@ -231,7 +231,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL002314',
+      ucode: 'CBSN002314',
       name: 'Gaurav Thakur',
       customerType: 'INDIVIDUAL',
       risk: 'LOW',
@@ -242,7 +242,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL002615',
+      ucode: 'CBSN002615',
       name: 'Manmohan Singh Gill',
       customerType: 'INDIVIDUAL',
       risk: 'HIGH',
@@ -253,7 +253,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL002918',
+      ucode: 'CBSN002918',
       name: 'Sunita Devi',
       customerType: 'INDIVIDUAL',
       risk: 'LOW',
@@ -264,7 +264,7 @@ export class CkycReportsDialogComponent {
       segment: 'BELOW-25-LACS'
     },
     {
-      ucode: 'BUBL003221',
+      ucode: 'CBSN003221',
       name: 'Deepak Tiwari',
       customerType: 'INDIVIDUAL',
       risk: 'MEDIUM',
@@ -275,7 +275,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL003524',
+      ucode: 'CBSN003524',
       name: 'Harpreet Kaur',
       customerType: 'INDIVIDUAL',
       risk: 'MEDIUM',
@@ -286,7 +286,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL003812',
+      ucode: 'CBSN003812',
       name: 'Saraswati Mahila Co-op Society',
       customerType: 'SOCIETY',
       risk: 'MEDIUM',
@@ -297,7 +297,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL004115',
+      ucode: 'CBSN004115',
       name: 'Aditya Enterprises',
       customerType: 'FIRM',
       risk: 'HIGH',
@@ -308,7 +308,7 @@ export class CkycReportsDialogComponent {
       segment: 'ABOVE-25-LACS'
     },
     {
-      ucode: 'BUBL004318',
+      ucode: 'CBSN004318',
       name: 'Vasudha Trading HUF',
       customerType: 'HUF',
       risk: 'MEDIUM',
@@ -332,7 +332,7 @@ export class CkycReportsDialogComponent {
       branchCode: '01',
       branch: 'Mumbai Main',
       acType: 'SB',
-      clientId: 'BUBL000201',
+      clientId: 'CBSN000201',
       customerName: 'Ravi Kumar Sharma',
       oldRisk: 'LOW',
       newRisk: 'LOW',
@@ -345,7 +345,7 @@ export class CkycReportsDialogComponent {
       branchCode: '02',
       branch: 'Pune FC Road',
       acType: 'CA',
-      clientId: 'BUBL000418',
+      clientId: 'CBSN000418',
       customerName: 'Priya Patel',
       oldRisk: 'LOW',
       newRisk: 'MEDIUM',
@@ -358,7 +358,7 @@ export class CkycReportsDialogComponent {
       branchCode: '03',
       branch: 'Nagpur Dharampeth',
       acType: 'TL',
-      clientId: 'BUBL000522',
+      clientId: 'CBSN000522',
       customerName: 'Arjun Deshmukh',
       oldRisk: 'MEDIUM',
       newRisk: 'LOW',
@@ -371,7 +371,7 @@ export class CkycReportsDialogComponent {
       branchCode: '04',
       branch: 'Bengaluru Jayanagar',
       acType: 'OD',
-      clientId: 'BUBL000711',
+      clientId: 'CBSN000711',
       customerName: 'Vikram Reddy',
       oldRisk: 'MEDIUM',
       newRisk: 'HIGH',
@@ -384,7 +384,7 @@ export class CkycReportsDialogComponent {
       branchCode: '05',
       branch: 'Bengaluru Indiranagar',
       acType: 'SB',
-      clientId: 'BUBL000814',
+      clientId: 'CBSN000814',
       customerName: 'Lakshmi Iyer',
       oldRisk: 'LOW',
       newRisk: 'LOW',
@@ -397,7 +397,7 @@ export class CkycReportsDialogComponent {
       branchCode: '06',
       branch: 'Ahmedabad Satellite',
       acType: 'CC',
-      clientId: 'BUBL001012',
+      clientId: 'CBSN001012',
       customerName: 'Nirav Shah',
       oldRisk: 'LOW',
       newRisk: 'MEDIUM',
@@ -410,7 +410,7 @@ export class CkycReportsDialogComponent {
       branchCode: '07',
       branch: 'Lucknow Gomti Nagar',
       acType: 'CA',
-      clientId: 'BUBL001145',
+      clientId: 'CBSN001145',
       customerName: 'Kavita Verma',
       oldRisk: 'MEDIUM',
       newRisk: 'HIGH',
@@ -423,7 +423,7 @@ export class CkycReportsDialogComponent {
       branchCode: '08',
       branch: 'Delhi Greater Kailash',
       acType: 'OD',
-      clientId: 'BUBL001458',
+      clientId: 'CBSN001458',
       customerName: 'Sameer Kapoor',
       oldRisk: 'MEDIUM',
       newRisk: 'MEDIUM',
@@ -436,7 +436,7 @@ export class CkycReportsDialogComponent {
       branchCode: '09',
       branch: 'Chennai Valasaravakkam',
       acType: 'SB',
-      clientId: 'BUBL001721',
+      clientId: 'CBSN001721',
       customerName: 'Karthik Subramanian',
       oldRisk: 'LOW',
       newRisk: 'LOW',
@@ -449,7 +449,7 @@ export class CkycReportsDialogComponent {
       branchCode: '10',
       branch: 'Kolkata Salt Lake',
       acType: 'TL',
-      clientId: 'BUBL002012',
+      clientId: 'CBSN002012',
       customerName: 'Abhishek Banerjee',
       oldRisk: 'LOW',
       newRisk: 'MEDIUM',
@@ -462,7 +462,7 @@ export class CkycReportsDialogComponent {
       branchCode: '11',
       branch: 'Shimla Sector 4',
       acType: 'SB',
-      clientId: 'BUBL002314',
+      clientId: 'CBSN002314',
       customerName: 'Gaurav Thakur',
       oldRisk: 'LOW',
       newRisk: 'LOW',
@@ -475,7 +475,7 @@ export class CkycReportsDialogComponent {
       branchCode: '12',
       branch: 'Amritsar Model Town',
       acType: 'CC',
-      clientId: 'BUBL002615',
+      clientId: 'CBSN002615',
       customerName: 'Manmohan Singh Gill',
       oldRisk: 'HIGH',
       newRisk: 'HIGH',
@@ -488,7 +488,7 @@ export class CkycReportsDialogComponent {
       branchCode: '13',
       branch: 'Bhopal Arera Colony',
       acType: 'SB',
-      clientId: 'BUBL002918',
+      clientId: 'CBSN002918',
       customerName: 'Sunita Devi',
       oldRisk: 'LOW',
       newRisk: 'LOW',
@@ -501,7 +501,7 @@ export class CkycReportsDialogComponent {
       branchCode: '14',
       branch: 'Indore Vijay Nagar',
       acType: 'OD',
-      clientId: 'BUBL003221',
+      clientId: 'CBSN003221',
       customerName: 'Deepak Tiwari',
       oldRisk: 'MEDIUM',
       newRisk: 'HIGH',
@@ -514,7 +514,7 @@ export class CkycReportsDialogComponent {
       branchCode: '15',
       branch: 'Ludhiana Sarabha Nagar',
       acType: 'TL',
-      clientId: 'BUBL003524',
+      clientId: 'CBSN003524',
       customerName: 'Harpreet Kaur',
       oldRisk: 'MEDIUM',
       newRisk: 'MEDIUM',

src/app/home/dashboard/ctr-str-dialog/ctr-str-dialog.component.html

@@ -1,285 +0,0 @@
-<!--
-  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="ctr-str-dlg">
-  <!-- Dialog Header -->
-  <div class="dlg-header">
-    <div class="dlg-title-area">
-      <fa-icon icon="shield-alt" class="header-icon"></fa-icon>
-      <div>
-        <h2 class="title">CTR & STR Compliance Control Center</h2>
-        <p class="subtitle">Anti-Money Laundering (AML) & CFT Regulatory Reporting Terminal</p>
-      </div>
-    </div>
-    <button mat-icon-button [mat-dialog-close]="true" class="close-btn">
-      <mat-icon>close</mat-icon>
-    </button>
-  </div>
-
-  <!-- Tab Navigators -->
-  <div class="tab-navs">
-    <button class="tab-btn" [class.active]="activeTab === 'dashboard'" (click)="activeTab = 'dashboard'">
-      <fa-icon icon="chart-bar" class="tab-icon"></fa-icon> Compliance Dashboard
-    </button>
-    <button class="tab-btn" [class.active]="activeTab === 'guidelines'" (click)="activeTab = 'guidelines'">
-      <fa-icon icon="university" class="tab-icon"></fa-icon> RBI Regulatory Guidelines
-    </button>
-  </div>
-
-  <!-- Dialog Body (Tabs) -->
-  <div class="dlg-body">
-    <!-- TAB 1: COMPLIANCE DASHBOARD -->
-    @if (activeTab === 'dashboard') {
-      <div class="tab-content dashboard-tab">
-        <!-- SECTION 1: CTR MANAGMENT -->
-        <div class="dashboard-section card-glass">
-          <div class="section-hdr">
-            <div>
-              <h3>Cash Transaction Reports (CTR - Monthly Cash Registry)</h3>
-              <p class="section-sub">
-                Scans and compiles cash transactions exceeding INR 10 Lakhs limit (Single or monthly cumulative cash
-                deposits/withdrawals).
-              </p>
-            </div>
-            <button class="action-btn primary" [disabled]="isGeneratingCtr" (click)="generateCtrReport()">
-              @if (isGeneratingCtr) {
-                <span class="spinner"></span> Generating Report...
-              } @else {
-                <fa-icon icon="sync-alt"></fa-icon> Generate Monthly CTR
-              }
-            </button>
-          </div>
-
-          <div class="table-actions">
-            <input
-              type="text"
-              placeholder="Search CTR files by month or name..."
-              [(ngModel)]="ctrFilter"
-              class="search-input"
-            />
-          </div>
-
-          <div class="table-container">
-            <table class="compliance-table">
-              <thead>
-                <tr>
-                  <th>Report Payload Name</th>
-                  <th>Reporting Period</th>
-                  <th>Record Count</th>
-                  <th>Generated By</th>
-                  <th>Generated Date</th>
-                  <th>Status</th>
-                  <th>Actions</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (report of filteredCtrReports; track report.id) {
-                  <tr>
-                    <td class="bold-text"><fa-icon icon="file-code" class="xml-icon"></fa-icon> {{ report.name }}</td>
-                    <td>{{ report.month }}</td>
-                    <td class="center-text">
-                      <span class="cnt-badge">{{ report.recordCount }} txns</span>
-                    </td>
-                    <td>{{ report.generatedBy }}</td>
-                    <td>{{ report.generatedAt | date: 'medium' }}</td>
-                    <td><span class="status-badge ready">Ready</span></td>
-                    <td>
-                      <button
-                        class="icon-action-btn"
-                        matTooltip="Download FIU-IND XML Payload"
-                        (click)="downloadCtrFile(report.name)"
-                      >
-                        <fa-icon icon="download"></fa-icon> Download XML
-                      </button>
-                    </td>
-                  </tr>
-                } @empty {
-                  <tr>
-                    <td colspan="7" class="empty-state">No CTR reports found matching your search.</td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        </div>
-
-        <!-- SECTION 2: STR ALERTS PIPELINE -->
-        <div class="dashboard-section card-glass mt-20">
-          <div class="section-hdr">
-            <div>
-              <h3>Suspicious Transaction Activity Pipeline (STR Management)</h3>
-              <p class="section-sub">
-                Behavioral & structural AML alerts generated by KYC profile rules engine. Investigator actions update
-                state in real-time.
-              </p>
-            </div>
-            <button class="action-btn secondary" (click)="downloadStrReportTemplate()">
-              <fa-icon icon="file-excel"></fa-icon> Export Active Alerts (CSV)
-            </button>
-          </div>
-
-          <div class="table-actions">
-            <input
-              type="text"
-              placeholder="Search alerts by Client, CIF, or alert type..."
-              [(ngModel)]="strFilter"
-              class="search-input"
-            />
-          </div>
-
-          <div class="alerts-grid">
-            @for (alert of filteredStrAlerts; track alert.id) {
-              <div class="alert-card" [class]="alert.status.toLowerCase().replace(' ', '-')">
-                <div class="card-hdr">
-                  <div class="client-info">
-                    <h4>{{ alert.clientName }}</h4>
-                    <span class="cif-number">{{ alert.clientCif }}</span>
-                  </div>
-                  <span class="status-badge" [class]="alert.status.toLowerCase().replace(' ', '-')">{{
-                    alert.status
-                  }}</span>
-                </div>
-
-                <div class="card-body">
-                  <div class="amount-line">
-                    <span class="label">Amount Highlighted:</span>
-                    <span class="amount">₹{{ alert.amount | number: '1.2-2' }}</span>
-                  </div>
-                  <div class="type-line">
-                    <span class="label">Alert Flag:</span>
-                    <span class="type-value">{{ alert.alertType }}</span>
-                  </div>
-                  <p class="desc">{{ alert.description }}</p>
-                  <span class="date-stamp"
-                    ><fa-icon icon="clock"></fa-icon> Flagged Date: {{ alert.date | date: 'mediumDate' }}</span
-                  >
-                </div>
-
-                <div class="card-footer">
-                  @if (alert.status === 'Open') {
-                    <button class="card-btn investigate" (click)="changeAlertStatus(alert.id, 'Investigating')">
-                      <fa-icon icon="search"></fa-icon> Investigate
-                    </button>
-                  }
-                  @if (alert.status === 'Open' || alert.status === 'Investigating') {
-                    <button class="card-btn file-str" (click)="changeAlertStatus(alert.id, 'Reported STR')">
-                      <fa-icon icon="flag"></fa-icon> File STR
-                    </button>
-                    <button class="card-btn close-alert" (click)="changeAlertStatus(alert.id, 'Closed')">
-                      <fa-icon icon="ban"></fa-icon> Dismiss
-                    </button>
-                  }
-                  @if (alert.status === 'Closed' || alert.status === 'Reported STR') {
-                    <button class="card-btn reset-alert" (click)="changeAlertStatus(alert.id, 'Open')">
-                      <fa-icon icon="redo-alt"></fa-icon> Reopen Alert
-                    </button>
-                  }
-                </div>
-              </div>
-            } @empty {
-              <div class="empty-alerts">No Suspicious Transaction alerts matching your criteria.</div>
-            }
-          </div>
-        </div>
-      </div>
-    }
-
-    <!-- TAB 2: RBI REGULATORY GUIDELINES -->
-    @if (activeTab === 'guidelines') {
-      <div class="tab-content scroll-y">
-        <div class="info-layout">
-          <!-- CTR Rules Card -->
-          <div class="info-card card-glass">
-            <div class="card-title-badge ctr-badge-color">
-              <fa-icon icon="coins" class="badge-icon"></fa-icon> CTR - Cash Transaction Report
-            </div>
-            <div class="rules-body">
-              <p class="lead-desc">
-                As mandated by Section 12 of the **Prevention of Money Laundering Act (PMLA), 2002** and RBI KYC
-                guidelines, banks must record and report all high-value cash transactions.
-              </p>
-
-              <div class="rule-point">
-                <h5>1. Transaction Threshold</h5>
-                <p>
-                  All cash transactions (either deposits or withdrawals) of **value more than INR 10 Lakhs** (or its
-                  equivalent in foreign currency) in a single transaction.
-                </p>
-              </div>
-
-              <div class="rule-point">
-                <h5>2. Monthly Aggregation Rule (Structuring check)</h5>
-                <p>
-                  A series of cash transactions in a calendar month that are **integrally connected** and accumulate to
-                  a total value exceeding **INR 10 Lakhs** must be compiled and reported in the monthly CTR.
-                </p>
-              </div>
-
-              <div class="rule-point">
-                <h5>3. Reporting Timeline</h5>
-                <p>
-                  CTRs must be generated and uploaded to the FIU-IND gateway **by the 15th day of the succeeding month**
-                  (e.g., June transactions must be uploaded by July 15th).
-                </p>
-              </div>
-
-              <div class="rule-point text-warning-border">
-                <strong>Important Note:</strong> Transactions where the net cash balance does not change but high volume
-                is rotated (e.g., cash withdrawals immediately deposited back) must be reported under CTR as separate
-                debit and credit records.
-              </div>
-            </div>
-          </div>
-
-          <!-- STR Rules Card -->
-          <div class="info-card card-glass">
-            <div class="card-title-badge str-badge-color">
-              <fa-icon icon="flag" class="badge-icon"></fa-icon> STR - Suspicious Transaction Report
-            </div>
-            <div class="rules-body">
-              <p class="lead-desc">
-                Every reporting entity must maintain vigilance over account transactions. If there are reasonable
-                grounds to suspect transactions involve proceeds of crime, an STR must be generated.
-              </p>
-
-              <div class="rule-point">
-                <h5>1. What Constitutes Suspicion?</h5>
-                <p>
-                  Transactions that are complex, show unusual patterns, mismatch the customer’s business/risk profile,
-                  have no apparent economic rationale, or involve suspected proceeds of crime or terror funding.
-                </p>
-              </div>
-
-              <div class="rule-point">
-                <h5>2. No Minimum Threshold Limit</h5>
-                <p>
-                  **There is no minimum monetary limit** for STR. An alert should be generated for any transaction,
-                  regardless of size, if suspicious behavior is flagged.
-                </p>
-              </div>
-
-              <div class="rule-point">
-                <h5>3. Reporting Timeline</h5>
-                <p>
-                  The STR must be filed to FIU-IND **within 7 days** of the Principal Compliance Officer confirming the
-                  suspicion.
-                </p>
-              </div>
-
-              <div class="rule-point text-danger-border">
-                <strong>Strict Tipping-off Restriction:</strong> It is illegal to disclose or "tip-off" to the client
-                that their account is being monitored, investigated, or reported under an STR. Complete confidentiality
-                must be maintained.
-              </div>
-            </div>
-          </div>
-        </div>
-      </div>
-    }
-  </div>
-</div>

src/app/home/dashboard/ctr-str-dialog/ctr-str-dialog.component.scss

@@ -1,750 +0,0 @@
-/**
- * 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/.
- */
-
-.ctr-str-dlg {
-  display: flex;
-  flex-direction: column;
-  height: 90vh;
-  max-height: 820px;
-  background: #f8fafc;
-  color: #1e293b;
-  font-family: Inter, sans-serif;
-  overflow: hidden;
-}
-
-// Header
-.dlg-header {
-  display: flex;
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-  padding: 16px 24px;
-  background: #fff;
-  border-bottom: 1px solid #e2e8f0;
-
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-    display: flex;
-    align-items: center;
-    gap: 14px;
-
-    .header-icon {
-      font-size: 26px;
-      color: #4f46e5;
-    }
-
-    .title {
-      margin: 0;
-      font-size: 18px;
-      font-weight: 700;
-      color: #0f172a;
-    }
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-    }
-  }
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-  .close-btn {
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-    &:hover {
-      color: #0f172a;
-    }
-  }
-}
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-// Navigation Tabs
-.tab-navs {
-  display: flex;
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-    &.active {
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-    }
-  }
-}
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-// Scroll layout
-.scroll-y {
-  overflow-y: auto;
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-}
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-// Dialog Body
-.dlg-body {
-  flex: 1;
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-  padding: 24px;
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-.tab-content {
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-    /* Custom scrollbar */
-    &::-webkit-scrollbar {
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-      &:hover {
-        background: #94a3b8;
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-    }
-  }
-}
-
-// Dashboard Tab specific layout
-.dashboard-tab {
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-  padding-right: 6px;
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-  &::-webkit-scrollbar {
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-  }
-
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-  }
-
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-    background: #cbd5e1;
-    border-radius: 3px;
-  }
-}
-
-// Card Style Container
-.card-glass {
-  background: #fff;
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-  box-shadow:
-    0 4px 6px -1px rgb(0 0 0 / 5%),
-    0 2px 4px -1px rgb(0 0 0 / 2%);
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-  padding: 20px;
-}
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-.dashboard-section {
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-.mt-20 {
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-}
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-.mt-25 {
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-}
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-// Search input
-.table-actions {
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-    width: 100%;
-    max-width: 380px;
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-    &:focus {
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-      box-shadow: 0 0 0 2px rgb(79 70 229 / 10%);
-    }
-  }
-}
-
-// Button styles
-.action-btn {
-  display: inline-flex;
-  align-items: center;
-  gap: 8px;
-  border: none;
-  border-radius: 6px;
-  padding: 10px 16px;
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-  &.primary {
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-// Spinner animation
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-  border: 2px solid rgb(255 255 255 / 30%);
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-  display: inline-block;
-}
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-@keyframes spin {
-  to {
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-  }
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-// Tables styling
-.table-container {
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-  border: 1px solid #e2e8f0;
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-}
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-.compliance-table {
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-  th {
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-    color: #475569;
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-  .empty-state {
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-// Icon Action Button
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-  &:hover {
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-}
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-// Alert Cards Grid
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-// Badges
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-  }
-
-  &.investigating {
-    background: #fef3c7;
-    color: #d97706;
-  }
-
-  &.reported-str {
-    background: #dbeafe;
-    color: #2563eb;
-  }
-
-  &.closed {
-    background: #f1f5f9;
-    color: #475569;
-  }
-}
-
-.empty-alerts {
-  grid-column: 1 / -1;
-  text-align: center;
-  padding: 36px;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-  color: #64748b;
-  font-style: italic;
-  font-size: 13px;
-}
-
-// Tab 2: Guidelines layout
-.info-layout {
-  display: grid;
-  grid-template-columns: 1fr;
-  gap: 20px;
-
-  @media (width >= 900px) {
-    grid-template-columns: 1fr 1fr;
-  }
-}
-
-.info-card {
-  display: flex;
-  flex-direction: column;
-
-  .card-title-badge {
-    align-self: flex-start;
-    display: inline-flex;
-    align-items: center;
-    gap: 8px;
-    padding: 6px 14px;
-    border-radius: 20px;
-    font-size: 12px;
-    font-weight: 700;
-    margin-bottom: 16px;
-    text-transform: uppercase;
-    letter-spacing: 0.5px;
-    color: #fff;
-  }
-
-  .ctr-badge-color {
-    background: #ea580c;
-  }
-
-  .str-badge-color {
-    background: #be185d;
-  }
-
-  .rules-body {
-    font-size: 13px;
-    line-height: 1.5;
-    color: #334155;
-
-    .lead-desc {
-      font-size: 14px;
-      color: #0f172a;
-      margin-bottom: 20px;
-    }
-
-    .rule-point {
-      margin-bottom: 18px;
-
-      h5 {
-        margin: 0 0 6px;
-        font-size: 13px;
-        font-weight: 700;
-        color: #0f172a;
-      }
-
-      p {
-        margin: 0;
-        color: #475569;
-      }
-    }
-
-    .text-warning-border {
-      border-left: 3px solid #eab308;
-      background: #fef9c3;
-      padding: 10px 14px;
-      border-radius: 0 6px 6px 0;
-      color: #854d0e;
-    }
-
-    .text-danger-border {
-      border-left: 3px solid #ef4444;
-      background: #fee2e2;
-      padding: 10px 14px;
-      border-radius: 0 6px 6px 0;
-      color: #991b1b;
-    }
-  }
-}
-
-// Tab 3: Architecture & Schema
-.arch-container {
-  display: flex;
-  flex-direction: column;
-
-  h3 {
-    margin: 0;
-    font-size: 16px;
-    font-weight: 700;
-    color: #0f172a;
-  }
-
-  .desc {
-    margin: 4px 0 20px;
-    font-size: 12px;
-    color: #64748b;
-  }
-}
-
-.arch-section {
-  h4 {
-    margin: 0 0 4px;
-    font-size: 14px;
-    font-weight: 700;
-    color: #0f172a;
-  }
-
-  .section-sub {
-    margin: 0 0 10px;
-    font-size: 12px;
-    color: #64748b;
-  }
-}
-
-.code-snippet {
-  background: #0f172a;
-  color: #e2e8f0;
-  padding: 14px;
-  border-radius: 8px;
-  font-family: 'Courier New', Courier, monospace;
-  font-size: 12px;
-  overflow-x: auto;
-  line-height: 1.4;
-  margin: 0;
-
-  &.plain {
-    background: #1e293b;
-    color: #94a3b8;
-  }
-}
-
-// API Routes
-.route-item {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  padding: 8px 12px;
-  background: #f8fafc;
-  border: 1px solid #e2e8f0;
-  border-radius: 6px;
-  margin-bottom: 8px;
-  font-size: 12px;
-
-  .method {
-    padding: 3px 8px;
-    border-radius: 4px;
-    font-size: 10px;
-    font-weight: 700;
-    color: #fff;
-    min-width: 45px;
-    text-align: center;
-
-    &.get {
-      background: #16a34a;
-    }
-
-    &.put {
-      background: #ea580c;
-    }
-
-    &.post {
-      background: #2563eb;
-    }
-  }
-
-  .path {
-    font-family: 'Courier New', Courier, monospace;
-    font-weight: 700;
-    color: #0f172a;
-  }
-
-  .route-desc {
-    color: #475569;
-    flex: 1;
-  }
-}

src/app/home/dashboard/ctr-str-dialog/ctr-str-dialog.component.ts

@@ -1,279 +0,0 @@
-/**
- * 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, inject } from '@angular/core';
-import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
-import { MatDialogRef, MatDialogModule } from '@angular/material/dialog';
-import { MatButtonModule } from '@angular/material/button';
-import { MatTabsModule } from '@angular/material/tabs';
-import { MatTooltipModule } from '@angular/material/tooltip';
-import { MatIconModule } from '@angular/material/icon';
-import { FaIconComponent, FaIconLibrary } from '@fortawesome/angular-fontawesome';
-import {
-  faShieldAlt,
-  faChartBar,
-  faUniversity,
-  faCode,
-  faSyncAlt,
-  faFileExcel,
-  faFileCode,
-  faDownload,
-  faClock,
-  faSearch,
-  faFlag,
-  faBan,
-  faRedoAlt,
-  faCoins
-} from '@fortawesome/free-solid-svg-icons';
-
-interface CtrReport {
-  id: number;
-  name: string;
-  month: string;
-  recordCount: number;
-  generatedBy: string;
-  generatedAt: Date;
-  status: 'Ready' | 'Generating';
-}
-
-interface StrAlert {
-  id: number;
-  clientName: string;
-  clientCif: string;
-  alertType: string;
-  amount: number;
-  status: 'Open' | 'Investigating' | 'Reported STR' | 'Closed';
-  description: string;
-  date: Date;
-}
-
-@Component({
-  selector: 'mifosx-ctr-str-dialog',
-  standalone: true,
-  templateUrl: './ctr-str-dialog.component.html',
-  styleUrls: ['./ctr-str-dialog.component.scss'],
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatDialogModule,
-    MatButtonModule,
-    MatTabsModule,
-    MatTooltipModule,
-    MatIconModule,
-    FaIconComponent
-  ]
-})
-export class CtrStrDialogComponent {
-  dialogRef = inject(MatDialogRef<CtrStrDialogComponent>);
-
-  constructor() {
-    const library = inject(FaIconLibrary);
-    library.addIcons(
-      faShieldAlt,
-      faChartBar,
-      faUniversity,
-      faCode,
-      faSyncAlt,
-      faFileExcel,
-      faFileCode,
-      faDownload,
-      faClock,
-      faSearch,
-      faFlag,
-      faBan,
-      faRedoAlt,
-      faCoins
-    );
-  }
-
-  activeTab: 'dashboard' | 'guidelines' = 'dashboard';
-
-  // Mock State
-  isGeneratingCtr = false;
-  ctrFilter = '';
-  strFilter = '';
-
-  ctrReports: CtrReport[] = [
-    {
-      id: 1,
-      name: 'CTR_REPORT_JUNE_2026.xml',
-      month: 'June 2026',
-      recordCount: 14,
-      generatedBy: 'Compliance_Officer_1',
-      generatedAt: new Date(2026, 6, 5, 10, 30),
-      status: 'Ready'
-    },
-    {
-      id: 2,
-      name: 'CTR_REPORT_MAY_2026.xml',
-      month: 'May 2026',
-      recordCount: 22,
-      generatedBy: 'Compliance_Officer_1',
-      generatedAt: new Date(2026, 5, 4, 14, 15),
-      status: 'Ready'
-    },
-    {
-      id: 3,
-      name: 'CTR_REPORT_APRIL_2026.xml',
-      month: 'April 2026',
-      recordCount: 9,
-      generatedBy: 'Compliance_Officer_2',
-      generatedAt: new Date(2026, 4, 3, 11, 45),
-      status: 'Ready'
-    }
-  ];
-
-  strAlerts: StrAlert[] = [
-    {
-      id: 101,
-      clientName: 'Aarav Sharma',
-      clientCif: 'CIF982348',
-      alertType: 'Profile Mismatch',
-      amount: 450000,
-      status: 'Open',
-      description:
-        'Student account received a large inward transfer (INR 4.5L) mismatching declared zero/student income category.',
-      date: new Date(2026, 6, 26)
-    },
-    {
-      id: 102,
-      clientName: 'Karan Malhotra',
-      clientCif: 'CIF229482',
-      alertType: 'Structuring (Smurfing)',
-      amount: 980000,
-      status: 'Investigating',
-      description:
-        'Multiple cash deposits of INR 2.45L, 2.45L, 2.45L, 2.45L within 10 days, totaling INR 9.8L cash (deliberately staying below the 10L single cash transaction CTR threshold).',
-      date: new Date(2026, 6, 24)
-    },
-    {
-      id: 103,
-      clientName: 'Nexora Real Estate Ltd',
-      clientCif: 'CIF500481',
-      alertType: 'Turnover Outlier',
-      amount: 15000000,
-      status: 'Open',
-      description:
-        'Entity account registered an outward wire of INR 1.5Cr when maximum monthly turnover limit is set to INR 50L.',
-      date: new Date(2026, 6, 20)
-    },
-    {
-      id: 104,
-      clientName: 'Priyanka Patel',
-      clientCif: 'CIF774920',
-      alertType: 'Dormant Account Reactivation',
-      amount: 600000,
-      status: 'Reported STR',
-      description:
-        'Account inactive for 18 months suddenly received a cash deposit of INR 6L, followed by immediate online transfers.',
-      date: new Date(2026, 6, 15)
-    }
-  ];
-
-  get filteredCtrReports() {
-    return this.ctrReports.filter(
-      (r) =>
-        r.name.toLowerCase().includes(this.ctrFilter.toLowerCase()) ||
-        r.month.toLowerCase().includes(this.ctrFilter.toLowerCase())
-    );
-  }
-
-  get filteredStrAlerts() {
-    return this.strAlerts.filter(
-      (a) =>
-        a.clientName.toLowerCase().includes(this.strFilter.toLowerCase()) ||
-        a.clientCif.toLowerCase().includes(this.strFilter.toLowerCase()) ||
-        a.alertType.toLowerCase().includes(this.strFilter.toLowerCase())
-    );
-  }
-
-  // Actions
-  generateCtrReport() {
-    if (this.isGeneratingCtr) {
-      return;
-    }
-    this.isGeneratingCtr = true;
-
-    // Simulate API call to Spring Boot batch job
-    setTimeout(() => {
-      const date = new Date();
-      const newReport: CtrReport = {
-        id: this.ctrReports.length + 1,
-        name: `CTR_REPORT_JULY_2026_DRAFT.xml`,
-        month: 'July 2026 (Draft)',
-        recordCount: 8,
-        generatedBy: 'Current_Admin',
-        generatedAt: date,
-        status: 'Ready'
-      };
-      this.ctrReports.unshift(newReport);
-      this.isGeneratingCtr = false;
-    }, 2000);
-  }
-
-  downloadCtrFile(reportName: string) {
-    const dummyXml = `<?xml version="1.0" encoding="UTF-8"?>
-<FIU-IND-CTR-Report xmlns="http://fiuindia.gov.in/ctr/v1">
-  <Header>
-    <ReportType>CTR</ReportType>
-    <ReportingEntityName>CBS Nexora Bank</ReportingEntityName>
-    <ReportingPeriod>2026-06</ReportingPeriod>
-  </Header>
-  <ReportData>
-    <Record>
-      <TransactionID>TXN88924824</TransactionID>
-      <Date>2026-06-15</Date>
-      <Mode>CASH</Mode>
-      <Amount>1250000.00</Amount>
-      <AccountType>SAVINGS</AccountType>
-      <CustomerName>Aarav Sharma</CustomerName>
-      <CifNumber>CIF982348</CifNumber>
-    </Record>
-  </ReportData>
-</FIU-IND-CTR-Report>`;
-
-    const blob = new Blob([dummyXml], { type: 'application/xml' });
-    const url = window.URL.createObjectURL(blob);
-    const a = document.createElement('a');
-    a.href = url;
-    a.download = reportName;
-    document.body.appendChild(a);
-    a.click();
-    document.body.removeChild(a);
-    window.URL.revokeObjectURL(url);
-  }
-
-  changeAlertStatus(alertId: number, newStatus: 'Open' | 'Investigating' | 'Reported STR' | 'Closed') {
-    const alert = this.strAlerts.find((a) => a.id === alertId);
-    if (alert) {
-      alert.status = newStatus;
-    }
-  }
-
-  downloadStrReportTemplate() {
-    const dummyCsv =
-      `AlertID,ClientName,CIF,AlertType,Amount,Status,Description\n` +
-      this.strAlerts
-        .map(
-          (a) =>
-            `"${a.id}","${a.clientName}","${a.clientCif}","${a.alertType}","${a.amount}","${a.status}","${a.description.replace(/"/g, '""')}"`
-        )
-        .join('\n');
-
-    const blob = new Blob([dummyCsv], { type: 'text/csv' });
-    const url = window.URL.createObjectURL(blob);
-    const a = document.createElement('a');
-    a.href = url;
-    a.download = `STR_AML_ALERTS_EXPORT.csv`;
-    document.body.appendChild(a);
-    a.click();
-    document.body.removeChild(a);
-    window.URL.revokeObjectURL(url);
-  }
-}

src/app/home/dashboard/dashboard.component.html

@@ -165,12 +165,12 @@
         <div class="da-compare">
           <div class="da-item">
             <div class="da-label">Total Deposits</div>
-            <div class="da-value deposit">&#8377; 3,264.42 Cr</div>
-            <div class="da-bar"><div class="da-fill deposit-fill" style="width: 78%"></div></div>
+            <div class="da-value deposit">&#8377; 11,540.55 Cr</div>
+            <div class="da-bar"><div class="da-fill deposit-fill" style="width: 71%"></div></div>
           </div>
           <div class="da-item">
             <div class="da-label">Total Advances</div>
-            <div class="da-value advance">&#8377; 4,162.65 Cr</div>
+            <div class="da-value advance">&#8377; 16,277.11 Cr</div>
             <div class="da-bar"><div class="da-fill advance-fill" style="width: 100%"></div></div>
           </div>
         </div>

src/app/home/dashboard/fd-rd-entry-dialog/fd-rd-entry-dialog.component.html

@@ -0,0 +1,169 @@
+<!--
+  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="fdrd-dlg">
+  <!-- HEADER -->
+  <div class="fdrd-head">
+    <div class="fdrd-head-left">
+      <div class="fdrd-head-ic"><fa-icon icon="piggy-bank"></fa-icon></div>
+      <div>
+        <h2 class="fdrd-title">FD / RD Entry</h2>
+        <p class="fdrd-sub">Open a new Fixed Deposit or Recurring Deposit account.</p>
+      </div>
+    </div>
+    <div class="fdrd-head-actions">
+      <span class="fdrd-meta"> <fa-icon icon="university"></fa-icon>&nbsp;{{ bank.name }} </span>
+      <span class="fdrd-meta"> <fa-icon icon="map-marker-alt"></fa-icon>&nbsp;{{ bank.branch }} </span>
+      <button class="fdrd-close" (click)="close()" matTooltip="Close" aria-label="Close">&#10005;</button>
+    </div>
+  </div>
+
+  <div class="fdrd-body">
+    <!-- Success banner -->
+    <div class="fdrd-success" *ngIf="saved">
+      <fa-icon icon="check-circle"></fa-icon>
+      <div>
+        <strong>{{ lastAccountNo }}</strong> created for <strong>{{ lastClientName }}</strong>
+        <div class="fdrd-success-sub">You can enter another deposit below, or close this dialog.</div>
+      </div>
+    </div>
+
+    <!-- FORM -->
+    <div class="fdrd-section">
+      <!-- Row 1: Deposit Info | Client & Amount -->
+      <div class="ws-group-row">
+        <div class="ws-group">
+          <span class="ws-caption">Deposit Info</span>
+          <div class="ws-group__fields">
+            <div class="ws-f" style="width: 200px">
+              <label class="ws-f__lbl">Deposit Type</label>
+              <select class="ws-f__ctl" [(ngModel)]="depositType" (ngModelChange)="onDepositTypeChange()">
+                <option *ngFor="let dt of depositTypes" [value]="dt.code">{{ dt.label }}</option>
+              </select>
+            </div>
+            <div class="ws-f" style="width: 150px">
+              <label class="ws-f__lbl">Pay Mode</label>
+              <select class="ws-f__ctl" [(ngModel)]="payMode">
+                <option *ngFor="let m of payModes" [value]="m">{{ m }}</option>
+              </select>
+            </div>
+          </div>
+        </div>
+
+        <div class="ws-vdivider"></div>
+
+        <div class="ws-group ws-group--flex">
+          <span class="ws-caption">Client & Amount</span>
+          <div class="ws-group__fields">
+            <div class="ws-f" style="flex: 1.5; min-width: 180px">
+              <label class="ws-f__lbl">Client</label>
+              <select class="ws-f__ctl" [(ngModel)]="clientId">
+                <option value="" disabled>-- Select Client --</option>
+                <option *ngFor="let c of clients" [value]="c.id">{{ c.name }} ({{ c.id }})</option>
+              </select>
+            </div>
+            <div class="ws-f" style="flex: 1; min-width: 120px">
+              <label class="ws-f__lbl">{{ isRecurring ? 'Monthly Instalment (₹)' : 'Deposit Amount (₹)' }}</label>
+              <input
+                class="ws-f__ctl ws-f__ctl--mono"
+                type="number"
+                min="0"
+                [(ngModel)]="principal"
+                placeholder="e.g. 100000"
+              />
+            </div>
+          </div>
+        </div>
+      </div>
+
+      <!-- Row 2: Term & Rate | Instructions -->
+      <div class="ws-group-row ws-group-row--mt">
+        <div class="ws-group">
+          <span class="ws-caption">Interest & Tenure</span>
+          <div class="ws-group__fields">
+            <div class="ws-f" style="width: 110px">
+              <label class="ws-f__lbl">Int. Rate (% p.a.)</label>
+              <input class="ws-f__ctl" type="number" min="0" step="0.05" [(ngModel)]="interestRate" />
+            </div>
+            <div class="ws-f" style="width: 240px">
+              <label class="ws-f__lbl">Tenure</label>
+              <div class="fdrd-tenure-row">
+                <input class="ws-f__ctl" type="number" min="0" [(ngModel)]="tenureYears" />
+                <span>Yrs</span>
+                <input class="ws-f__ctl" type="number" min="0" max="11" [(ngModel)]="tenureMonths" />
+                <span>Mo</span>
+                <input class="ws-f__ctl" type="number" min="0" max="30" [(ngModel)]="tenureDays" />
+                <span>Days</span>
+              </div>
+            </div>
+          </div>
+        </div>
+
+        <div class="ws-vdivider"></div>
+
+        <div class="ws-group ws-group--flex">
+          <span class="ws-caption">Nominee & Maturity Details</span>
+          <div class="ws-group__fields">
+            <div class="ws-f" style="flex: 1; min-width: 120px">
+              <label class="ws-f__lbl">Interest Payout</label>
+              <select class="ws-f__ctl" [(ngModel)]="interestPayout">
+                <option *ngFor="let o of interestPayoutOptions" [value]="o">{{ o }}</option>
+              </select>
+            </div>
+            <div class="ws-f" style="flex: 1; min-width: 130px">
+              <label class="ws-f__lbl">Nominee Name (optional)</label>
+              <input class="ws-f__ctl" type="text" [(ngModel)]="nomineeName" placeholder="Spouse / Child name" />
+            </div>
+            <div class="ws-f" style="flex: 1.2; min-width: 160px">
+              <label class="ws-f__lbl">Maturity Instruction</label>
+              <select class="ws-f__ctl" [(ngModel)]="maturityInstruction">
+                <option *ngFor="let m of maturityInstructions" [value]="m">{{ m }}</option>
+              </select>
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+
+    <!-- SUMMARY -->
+    <div class="fdrd-summary">
+      <div class="fdrd-stat">
+        <div class="fdrd-stat-l">Principal</div>
+        <div class="fdrd-stat-v">&#8377; {{ principal || 0 | number: '1.0-2' }}</div>
+      </div>
+      <div class="fdrd-stat">
+        <div class="fdrd-stat-l">Tenure</div>
+        <div class="fdrd-stat-v">{{ tenureYears }}y {{ tenureMonths }}m {{ tenureDays }}d</div>
+      </div>
+      <div class="fdrd-stat">
+        <div class="fdrd-stat-l">Maturity Date</div>
+        <div class="fdrd-stat-v">{{ maturityDate | date: 'dd-MM-yyyy' }}</div>
+      </div>
+      <div class="fdrd-stat fdrd-stat-good">
+        <div class="fdrd-stat-l">Maturity Amount</div>
+        <div class="fdrd-stat-v">&#8377; {{ maturityAmount | number: '1.2-2' }}</div>
+      </div>
+    </div>
+  </div>
+
+  <!-- FOOTER -->
+  <div class="fdrd-foot">
+    <div class="fdrd-foot-l">
+      <fa-icon icon="info-circle"></fa-icon>&nbsp; Demo entry — quarterly-compounded interest, no real account is
+      created.
+    </div>
+    <div class="fdrd-foot-actions">
+      <button mat-stroked-button class="fdrd-btn-ghost" (click)="resetForm()">
+        <fa-icon icon="undo"></fa-icon>&nbsp; Reset
+      </button>
+      <button mat-stroked-button class="fdrd-btn-save" [disabled]="!isValid" (click)="save()">
+        <fa-icon icon="save"></fa-icon>&nbsp; Save
+      </button>
+    </div>
+  </div>
+</div>

src/app/home/dashboard/fd-rd-entry-dialog/fd-rd-entry-dialog.component.scss

@@ -0,0 +1,395 @@
+/**
+ * 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/.
+ */
+
+:host {
+  display: block;
+  font-family: 'Hanken Grotesk', Inter, sans-serif;
+  color: #1a2a3e;
+}
+
+.fdrd-dlg {
+  background: #fff;
+  border-radius: 0;
+  display: flex;
+  flex-direction: column;
+  overflow: hidden;
+  height: 100vh;
+}
+
+/* HEADER - Matches .ws-header in clerk dashboard */
+.fdrd-head {
+  padding: 0 12px;
+  height: 32px;
+  background: linear-gradient(90deg, #0d1b2e 0%, #162542 100%);
+  border-bottom: 2px solid #e87722;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  flex-shrink: 0;
+}
+
+.fdrd-head-left {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex: 1;
+}
+
+.fdrd-head-ic {
+  width: 22px;
+  height: 22px;
+  border-radius: 6px;
+  background: #e87722;
+  color: #fff;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  font-size: 11px;
+  flex-shrink: 0;
+}
+
+.fdrd-title {
+  margin: 0;
+  font-family: Newsreader, Georgia, serif;
+  font-size: 14px;
+  font-weight: 500;
+  color: #e8f0fb;
+  letter-spacing: 0.01em;
+}
+
+.fdrd-sub {
+  display: none; /* Hide subtitle in header to match clean style */
+}
+
+.fdrd-head-actions {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+}
+
+.fdrd-meta {
+  display: inline-flex;
+  align-items: center;
+  font-size: 11px;
+  color: #7a95b0;
+  background: transparent;
+  border: none;
+  padding: 0;
+
+  fa-icon {
+    color: #5a7589;
+    margin-right: 4px;
+  }
+}
+
+.fdrd-close {
+  background: transparent;
+  border: none;
+  color: #7a95b0;
+  cursor: pointer;
+  font-size: 14px;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  width: 24px;
+  height: 24px;
+  border-radius: 4px;
+  transition: all 0.15s;
+
+  &:hover {
+    background: rgb(255 255 255 / 10%);
+    color: #fff;
+  }
+}
+
+/* BODY - Styled like canvas + card grid */
+.fdrd-body {
+  padding: 16px 20px;
+  overflow-y: auto;
+  flex: 1;
+  background: #f0f4f9;
+}
+
+.fdrd-success {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  padding: 12px 16px;
+  border-radius: 10px;
+  background: #dcfce7;
+  color: #15803d;
+  margin-bottom: 14px;
+  font-size: 13px;
+
+  fa-icon {
+    font-size: 16px;
+    margin-top: 1px;
+  }
+}
+
+.fdrd-success-sub {
+  margin-top: 2px;
+  font-size: 11px;
+  font-weight: 400;
+  opacity: 0.85;
+}
+
+/* Card container for form */
+.fdrd-section {
+  background: #fff;
+  border: 1px solid #dce4ef;
+  border-radius: 10px;
+  padding: 16px 20px;
+  margin-bottom: 16px;
+}
+
+/* Transaction Entry Style Layout mappings */
+.ws-group-row {
+  display: flex;
+  align-items: stretch;
+  gap: 0;
+
+  &--mt {
+    margin-top: 12px;
+  }
+}
+
+.ws-group {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  flex-shrink: 0;
+
+  &--flex {
+    flex: 1;
+    min-width: 0;
+  }
+
+  &__fields {
+    display: flex;
+    align-items: flex-end;
+    gap: 8px;
+    flex-wrap: nowrap;
+    height: 100%;
+    align-content: flex-end;
+  }
+}
+
+.ws-caption {
+  font-family: Newsreader, Georgia, serif;
+  font-style: italic;
+  font-size: 11px;
+  color: #7a95b0;
+  padding-bottom: 2px;
+}
+
+.ws-vdivider {
+  width: 1px;
+  background: #dce4ef;
+  margin: 12px 10px 0;
+  flex-shrink: 0;
+}
+
+.ws-f {
+  display: flex;
+  flex-direction: column;
+  gap: 3px;
+  flex-shrink: 0;
+
+  &__lbl {
+    font-size: 10px;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.05em;
+    color: #7a95b0;
+    white-space: nowrap;
+  }
+
+  &__ctl {
+    height: 26px;
+    padding: 0 7px;
+    border: 1px solid #c8d8eb;
+    border-radius: 6px;
+    font-family: 'Hanken Grotesk', Inter, sans-serif;
+    font-size: 11.5px;
+    color: #1a2a3e;
+    background: #f4f7fc;
+    box-sizing: border-box;
+    width: 100%;
+    transition:
+      border-color 0.15s,
+      box-shadow 0.15s;
+
+    &:hover {
+      border-color: #9ab5d0;
+    }
+
+    &:focus {
+      outline: none;
+      border-color: #2563eb;
+      box-shadow: 0 0 0 3px rgb(37 99 235 / 12%);
+      background: #fff;
+    }
+
+    &--mono {
+      font-family: 'Roboto Mono', monospace;
+      font-size: 11.5px;
+      letter-spacing: 0.03em;
+    }
+  }
+}
+
+.fdrd-tenure-row {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  width: 100%;
+
+  .ws-f__ctl {
+    width: 100%;
+    min-width: 0;
+  }
+
+  span {
+    font-size: 10px;
+    font-weight: 600;
+    color: #7a95b0;
+    text-transform: uppercase;
+  }
+}
+
+/* SUMMARY - Styled like info summary block */
+.fdrd-summary {
+  display: grid;
+  grid-template-columns: repeat(4, 1fr);
+  gap: 12px;
+  padding: 12px 16px;
+  background: #f4f7fc;
+  border: 1px solid #c8d8eb;
+  border-radius: 10px;
+  margin-top: 16px;
+}
+
+.fdrd-stat {
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+}
+
+.fdrd-stat-l {
+  font-size: 10px;
+  font-weight: 600;
+  color: #7a95b0;
+  text-transform: uppercase;
+  letter-spacing: 0.05em;
+}
+
+.fdrd-stat-v {
+  font-size: 14px;
+  font-weight: 700;
+  color: #1a2a3e;
+}
+
+.fdrd-stat-good .fdrd-stat-v {
+  color: #1a7a4a;
+}
+
+/* FOOTER - Styled like action panel */
+.fdrd-foot {
+  padding: 10px 16px;
+  border-top: 1px solid #dce4ef;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+  flex-shrink: 0;
+  background: #f0f4f9;
+}
+
+.fdrd-foot-l {
+  font-size: 11px;
+  color: #7a95b0;
+  display: flex;
+  align-items: center;
+  gap: 4px;
+}
+
+.fdrd-foot-actions {
+  display: flex;
+  gap: 8px;
+}
+
+.fdrd-btn-ghost {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  height: 28px;
+  padding: 0 12px !important;
+  border-radius: 7px;
+  border: 1px solid #dce4ef !important;
+  background: #fff !important;
+  color: #1a2a3e !important;
+  font-family: 'Hanken Grotesk', sans-serif;
+  font-size: 11.5px !important;
+  font-weight: 600 !important;
+  cursor: pointer;
+  box-shadow: none !important;
+
+  &:hover {
+    background: #f0f4f9 !important;
+    border-color: #a8bdd4 !important;
+  }
+}
+
+.fdrd-btn-save {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  height: 28px;
+  padding: 0 16px !important;
+  border-radius: 7px;
+  border: none !important;
+  background: #e87722 !important;
+  color: #fff !important;
+  font-family: 'Hanken Grotesk', sans-serif;
+  font-size: 11.5px !important;
+  font-weight: 700 !important;
+  cursor: pointer;
+  box-shadow: 0 2px 8px rgb(232 119 34 / 30%) !important;
+
+  &:hover:not(:disabled) {
+    filter: brightness(1.08);
+  }
+
+  &:disabled {
+    opacity: 0.4;
+    cursor: not-allowed;
+    background: #c8d8eb !important;
+    box-shadow: none !important;
+  }
+}
+
+@media (width <= 768px) {
+  .ws-group-row {
+    flex-direction: column;
+    gap: 12px;
+  }
+
+  .ws-vdivider {
+    display: none;
+  }
+
+  .ws-group__fields {
+    flex-wrap: wrap;
+  }
+
+  .fdrd-summary {
+    grid-template-columns: repeat(2, 1fr);
+  }
+}

src/app/home/dashboard/fd-rd-entry-dialog/fd-rd-entry-dialog.component.ts

@@ -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/.
+ */
+
+import { Component, inject } from '@angular/core';
+import { CommonModule, DecimalPipe } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { MatDialogRef, MatDialogModule } from '@angular/material/dialog';
+import { MatButtonModule } from '@angular/material/button';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+
+type DepositType = 'FD-SINGLE' | 'FD-JOINT' | 'RD-MONTHLY' | 'RD-QUARTERLY';
+
+interface DemoClient {
+  id: string;
+  name: string;
+}
+
+@Component({
+  selector: 'mifosx-fd-rd-entry-dialog',
+  standalone: true,
+  templateUrl: './fd-rd-entry-dialog.component.html',
+  styleUrls: ['./fd-rd-entry-dialog.component.scss'],
+  imports: [CommonModule, DecimalPipe, FormsModule, MatDialogModule, MatButtonModule, MatTooltipModule, FaIconComponent]
+})
+export class FdRdEntryDialogComponent {
+  private dialogRef = inject(MatDialogRef<FdRdEntryDialogComponent>);
+  private snackBar = inject(MatSnackBar);
+
+  bank = {
+    name: 'CBSNexora Bank Ltd',
+    branch: 'Head Office'
+  };
+
+  depositTypes: { code: DepositType; label: string; defaultRate: number }[] = [
+    { code: 'FD-SINGLE', label: 'Fixed Deposit — Single A/c', defaultRate: 7.25 },
+    { code: 'FD-JOINT', label: 'Fixed Deposit — Joint A/c', defaultRate: 7.25 },
+    { code: 'RD-MONTHLY', label: 'Recurring Deposit — Monthly', defaultRate: 7.0 },
+    { code: 'RD-QUARTERLY', label: 'Recurring Deposit — Quarterly', defaultRate: 7.0 }
+  ];
+
+  clients: DemoClient[] = [
+    { id: 'C-10231', name: 'Ramesh Kumar Sharma' },
+    { id: 'C-10344', name: 'Priya Enterprises' },
+    { id: 'C-10412', name: 'Anjali Verma' },
+    { id: 'C-10567', name: 'Suresh & Sons HUF' },
+    { id: 'C-10689', name: 'Vikram Traders' }
+  ];
+
+  payModes = ['Cash', 'Cheque', 'Transfer from Savings A/c'];
+  interestPayoutOptions = ['Cumulative (Paid on Maturity)', 'Monthly Payout', 'Quarterly Payout'];
+  maturityInstructions = [
+    'Renew Principal & Interest',
+    'Renew Principal Only, Payout Interest',
+    'Payout on Maturity (No Renewal)'
+  ];
+
+  depositType: DepositType = 'FD-SINGLE';
+  clientId = '';
+  principal: number | null = null;
+  interestRate = 7.25;
+  tenureYears = 1;
+  tenureMonths = 0;
+  tenureDays = 0;
+  interestPayout = this.interestPayoutOptions[0];
+  payMode = this.payModes[0];
+  nomineeName = '';
+  maturityInstruction = this.maturityInstructions[0];
+
+  saved = false;
+  lastAccountNo = '';
+  lastClientName = '';
+
+  get selectedClient(): DemoClient | undefined {
+    return this.clients.find((c) => c.id === this.clientId);
+  }
+
+  onDepositTypeChange(): void {
+    const dt = this.depositTypes.find((d) => d.code === this.depositType);
+    if (dt) this.interestRate = dt.defaultRate;
+  }
+
+  get isRecurring(): boolean {
+    return this.depositType.startsWith('RD');
+  }
+
+  get tenureInYears(): number {
+    return this.tenureYears + this.tenureMonths / 12 + this.tenureDays / 365;
+  }
+
+  get maturityDate(): Date {
+    const d = new Date();
+    d.setFullYear(d.getFullYear() + this.tenureYears);
+    d.setMonth(d.getMonth() + this.tenureMonths);
+    d.setDate(d.getDate() + this.tenureDays);
+    return d;
+  }
+
+  /** Quarterly-compounded maturity value, the standard FD/RD convention */
+  get maturityAmount(): number {
+    const p = this.principal || 0;
+    const t = this.tenureInYears;
+    if (p <= 0 || t <= 0) return 0;
+    return p * Math.pow(1 + this.interestRate / 100 / 4, 4 * t);
+  }
+
+  get isValid(): boolean {
+    return !!this.clientId && (this.principal ?? 0) > 0 && this.tenureInYears > 0;
+  }
+
+  save(): void {
+    if (!this.isValid) return;
+    const prefix = this.isRecurring ? 'RD' : 'FD';
+    this.lastAccountNo = `${prefix}${Math.floor(1000000 + Math.random() * 8999999)}`;
+    this.lastClientName = this.selectedClient?.name ?? '';
+    this.saved = true;
+    this.snackBar.open(`${prefix} account ${this.lastAccountNo} created for ${this.lastClientName}`, 'Close', {
+      duration: 4000
+    });
+  }
+
+  resetForm(): void {
+    this.depositType = 'FD-SINGLE';
+    this.clientId = '';
+    this.principal = null;
+    this.interestRate = 7.25;
+    this.tenureYears = 1;
+    this.tenureMonths = 0;
+    this.tenureDays = 0;
+    this.nomineeName = '';
+    this.interestPayout = this.interestPayoutOptions[0];
+    this.payMode = this.payModes[0];
+    this.maturityInstruction = this.maturityInstructions[0];
+    this.saved = false;
+  }
+
+  close(): void {
+    this.dialogRef.close();
+  }
+}

src/app/home/dashboard/psl-report-dialog/psl-report-dialog.component.ts

@@ -63,7 +63,7 @@ export class PslReportDialogComponent {
   activeTab: 'dashboard' | 'categories' | 'register' | 'returns' = 'dashboard';
 
   bank = {
-    name: 'Bharat Urban Bank Ltd',
+    name: 'CBSNexora Bank Ltd',
     branch: 'Head Office',
     quarter: 'Q3 FY 2025-26',
     asOnDate: '29-01-2026',

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

@@ -0,0 +1,472 @@
+<!--
+  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 · FIXED DEPOSIT</div>
+      <h1 class="pg-title">FD Investment</h1>
+      <p class="pg-sub">
+        Bank's own Fixed Deposit investments with other banks — Purchase, Interest, Sell/Premature, Write-off and
+        Part-Payment entries.
+      </p>
+    </div>
+  </header>
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'holdings'"
+      (click)="setTab('holdings')"
+    >
+      Holdings
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'purchase'"
+      (click)="setTab('purchase')"
+    >
+      01 Purchase Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'interest'"
+      (click)="setTab('interest')"
+    >
+      02 Interest Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'sell'"
+      (click)="setTab('sell')"
+    >
+      03 Sell / Premature Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'writeoff'"
+      (click)="setTab('writeoff')"
+    >
+      04 Write Off Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'partpayment'"
+      (click)="setTab('partpayment')"
+    >
+      05 FD Part Payment Entry
+    </button>
+  </div>
+
+  <!-- HOLDINGS -->
+  @if (activeTab === 'holdings') {
+    <div class="pg-card">
+      <div class="pos-section-label">FD Holdings Register</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Cert No</th>
+            <th>Party</th>
+            <th>Type</th>
+            <th class="num">Face Value</th>
+            <th class="num">Rate</th>
+            <th>Purchase Date</th>
+            <th>Maturity Date</th>
+            <th class="num col-in">Accrued Interest</th>
+            <th class="num col-net">Maturity Value</th>
+            <th>Status</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (h of holdings; track h.certNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ h.certNo }}</span>
+              </td>
+              <td>{{ h.party }}</td>
+              <td>{{ h.interestFreq === 'CUMULATIVE' ? 'Cumulative' : 'Payout' }}</td>
+              <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+              <td class="num">{{ h.interestRate }}%</td>
+              <td>{{ h.purchaseDate }}</td>
+              <td>{{ h.maturityDate }}</td>
+              <td class="num col-in">₹{{ accrued(h) | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ maturity(h) | number: '1.2-2' }}</td>
+              <td>
+                <span [class]="statusClass(h)">{{ h.status }}</span>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- PURCHASE ENTRY -->
+  @if (activeTab === 'purchase') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - FD Purchase Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Tran. Type</span>
+          <select [(ngModel)]="purchaseForm.tranType">
+            <option value="FRESH">FRESH</option>
+            <option value="RENEWAL">RENEWAL</option>
+          </select>
+        </label>
+        @if (purchaseForm.tranType === 'RENEWAL') {
+          <label class="inv-form-field"
+            ><span>OLD CertNo</span><input type="text" [(ngModel)]="purchaseForm.oldCertNo"
+          /></label>
+        }
+        <label class="inv-form-field">
+          <span>FD Type</span>
+          <select [(ngModel)]="purchaseForm.fdType">
+            @for (t of fdTypeOptions; track t) {
+              <option [value]="t">{{ t }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>Mature Amt.calc.Type</span>
+          <select [(ngModel)]="purchaseForm.matureAmtCalcType">
+            <option value="GENERAL">GENERAL</option>
+            <option value="DATEWISE">DATEWISE</option>
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>Party *</span>
+          <select [(ngModel)]="purchaseForm.party">
+            <option value="">-- Select --</option>
+            @for (p of partyOptions; track p.partyCode) {
+              <option [value]="p.partyName">{{ p.partyName }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>Sub Party</span>
+          <select [(ngModel)]="purchaseForm.subParty">
+            <option value="">-- Select --</option>
+            @for (p of partyOptions; track p.partyCode) {
+              <option [value]="p.partyName">{{ p.partyName }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>GL ACNO</span><input type="text" [(ngModel)]="purchaseForm.glAcNo"
+        /></label>
+        <label class="inv-form-field"
+          ><span>GL A/c Name</span><input type="text" [(ngModel)]="purchaseForm.glAcName" readonly
+        /></label>
+        <label class="inv-form-field"
+          ><span>Certificate No.</span><input type="text" [(ngModel)]="purchaseForm.certNo"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Certificate Date</span><input type="text" [(ngModel)]="purchaseForm.certDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field">
+          <span>Sub Type</span>
+          <select [(ngModel)]="purchaseForm.subType">
+            @for (s of subTypeOptions; track s.subTypeCode + s.subTypeName) {
+              <option [value]="s.subTypeName">{{ s.subTypeCode }} - {{ s.subTypeName }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>Reciept/Advice</span>
+          <select [(ngModel)]="purchaseForm.receiptAdvice">
+            <option value="RECEIPT">RECEIPT</option>
+            <option value="ADVICE">ADVICE</option>
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>Transaction Date</span
+          ><input type="text" [(ngModel)]="purchaseForm.transactionDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Deposit Date *</span
+          ><input type="text" [(ngModel)]="purchaseForm.depositDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Deposit Amount *</span><input type="number" [(ngModel)]="purchaseForm.depositAmount" min="0"
+        /></label>
+        <label class="inv-form-field">
+          <span>Interest[M/Q/H/Y]</span>
+          <select [(ngModel)]="purchaseForm.interestFreq">
+            @for (i of intTypeOptions; track i.value) {
+              <option [value]="i.value">{{ i.label }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>Interest Date</span
+          ><input type="text" [(ngModel)]="purchaseForm.interestDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Interest Rate *</span><input type="number" [(ngModel)]="purchaseForm.interestRate" min="0" step="0.01"
+        /></label>
+        @if (purchaseForm.matureAmtCalcType === 'GENERAL') {
+          <label class="inv-form-field"
+            ><span>Period Month</span><input type="number" [(ngModel)]="purchaseForm.periodMonth" min="0" max="11"
+          /></label>
+          <label class="inv-form-field"
+            ><span>Year</span><input type="number" [(ngModel)]="purchaseForm.periodYear" min="0"
+          /></label>
+          <label class="inv-form-field"
+            ><span>Days</span><input type="number" [(ngModel)]="purchaseForm.periodDays" min="0"
+          /></label>
+        } @else {
+          <label class="inv-form-field"
+            ><span>Maturity Date (manual) *</span
+            ><input type="text" [(ngModel)]="purchaseForm.manualMaturityDate" placeholder="DD-MM-YYYY"
+          /></label>
+        }
+        <label class="inv-form-field"
+          ><span>Resolution No.</span><input type="text" [(ngModel)]="purchaseForm.resolutionNo"
+        /></label>
+        <label class="inv-form-field">
+          <span>CR. Branch Code</span>
+          <select [(ngModel)]="purchaseForm.crBranchCode">
+            @for (b of branchOptions; track b) {
+              <option [value]="b">{{ b }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>CR. To A/c</span><input type="text" [(ngModel)]="purchaseForm.crToAc"
+        /></label>
+        <label class="inv-form-field"
+          ><span>CR. A/c Name</span><input type="text" [(ngModel)]="purchaseForm.crToAcName" readonly
+        /></label>
+        <label class="inv-form-field"
+          ><span>Int.Receivable Code</span><input type="text" [(ngModel)]="purchaseForm.intReceivableCode"
+        /></label>
+        <label class="inv-form-field">
+          <span>LIEN Y/N</span>
+          <select [(ngModel)]="purchaseForm.lien">
+            <option value="NO">NO</option>
+            <option value="YES">YES</option>
+          </select>
+        </label>
+        @if (purchaseForm.lien === 'YES') {
+          <label class="inv-form-field"
+            ><span>LIEN AMT.</span><input type="number" [(ngModel)]="purchaseForm.lienAmt"
+          /></label>
+          <label class="inv-form-field">
+            <span>LIEN Reason</span>
+            <select [(ngModel)]="purchaseForm.lienReason">
+              <option value="">-- Select --</option>
+              @for (l of lienReasonOptions; track l.reasonCode) {
+                <option [value]="l.reasonDescription">{{ l.reasonDescription }}</option>
+              }
+            </select>
+          </label>
+        }
+        <label class="inv-form-field">
+          <span>Classification</span>
+          <select [(ngModel)]="purchaseForm.classification">
+            <option value="">-- Select --</option>
+            <option value="STANDARD">STANDARD</option>
+            <option value="SUB-STANDARD">SUB-STANDARD</option>
+            <option value="DOUBTFUL">DOUBTFUL</option>
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>Collable</span>
+          <select [(ngModel)]="purchaseForm.collable">
+            <option value="NO">NO</option>
+            <option value="YES">YES</option>
+          </select>
+        </label>
+      </div>
+      <div class="pos-section-label">Mature / Premature Details</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>* Maturity Date</span><input type="text" [value]="purchaseMaturityDate" readonly
+        /></label>
+        <label class="inv-form-field"
+          ><span>* Maturity Amt</span><input type="text" [value]="purchaseMaturityAmount | number: '1.0-0'" readonly
+        /></label>
+        <label class="inv-form-field"
+          ><span>Search by Cert No</span><input type="text" [(ngModel)]="searchCertNo" placeholder="Enter Cert No"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="savePurchase()">Save</button>
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="cancelPurchase()">Cancel</button>
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="searchPurchase()">Search</button>
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="dropPurchase()">Drop</button>
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="exitPurchase()">Exit</button>
+      </div>
+    </div>
+  }
+
+  <!-- INTEREST ENTRY -->
+  @if (activeTab === 'interest') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - FD Interest Entry / Calculation</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Certificate No *</span>
+          <select [(ngModel)]="interestCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.party }}</option>
+            }
+          </select>
+        </label>
+        @if (interestHolding; as h) {
+          <label class="inv-form-field"><span>Party</span><input type="text" [value]="h.party" readonly /></label>
+          <label class="inv-form-field"
+            ><span>Interest Rate</span><input type="text" [value]="h.interestRate + '%'" readonly
+          /></label>
+          <label class="inv-form-field"
+            ><span>Frequency</span><input type="text" [value]="h.interestFreq" readonly
+          /></label>
+          <label class="inv-form-field"
+            ><span>Accrued Interest (as on {{ asOnDate }})</span
+            ><input type="text" [value]="'₹' + (interestAccrued(h) | number: '1.2-2')" readonly
+          /></label>
+        }
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="postInterest()">Process / Post Interest</button>
+      </div>
+    </div>
+  }
+
+  <!-- SELL / PREMATURE ENTRY -->
+  @if (activeTab === 'sell') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - FD Sell / Premature Closure Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Certificate No *</span>
+          <select [(ngModel)]="sellCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.party }}</option>
+            }
+          </select>
+        </label>
+        @if (sellHolding; as h) {
+          <label class="inv-form-field"
+            ><span>Face Value</span><input type="text" [value]="'₹' + (h.faceValue | number: '1.2-2')" readonly
+          /></label>
+          <label class="inv-form-field"
+            ><span>Accrued Interest till Sell Date</span
+            ><input type="text" [value]="'₹' + (accrued(h) | number: '1.2-2')" readonly
+          /></label>
+        }
+        <label class="inv-form-field"
+          ><span>Sell / Premature Date *</span><input type="text" [(ngModel)]="sellDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field"><span>Remarks</span><input type="text" [(ngModel)]="sellRemark" /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="saveSell()">Save</button>
+      </div>
+    </div>
+  }
+
+  <!-- WRITE OFF ENTRY -->
+  @if (activeTab === 'writeoff') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - FD Write Off Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Certificate No *</span>
+          <select [(ngModel)]="writeoffCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.party }}</option>
+            }
+          </select>
+        </label>
+        @if (writeoffHolding; as h) {
+          <label class="inv-form-field"
+            ><span>Face Value to be Written Off</span
+            ><input type="text" [value]="'₹' + (h.faceValue | number: '1.2-2')" readonly
+          /></label>
+        }
+        <label class="inv-form-field"><span>Reason *</span><input type="text" [(ngModel)]="writeoffReason" /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="saveWriteoff()">Save</button>
+      </div>
+    </div>
+  }
+
+  <!-- PART PAYMENT ENTRY -->
+  @if (activeTab === 'partpayment') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - FD Part Payment Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Certificate No *</span>
+          <select [(ngModel)]="partPayCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.party }}</option>
+            }
+          </select>
+        </label>
+        @if (partPayHolding; as h) {
+          <label class="inv-form-field"
+            ><span>Current Face Value</span><input type="text" [value]="'₹' + (h.faceValue | number: '1.2-2')" readonly
+          /></label>
+        }
+        <label class="inv-form-field"
+          ><span>Part Payment Amount *</span><input type="number" [(ngModel)]="partPayAmount" min="0"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="savePartPayment()">Save</button>
+      </div>
+    </div>
+  }
+
+  @if (activeTab !== 'holdings') {
+    <div class="pg-card">
+      <div class="pos-section-label">FD Transaction Log</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Voucher No</th>
+            <th>Cert No</th>
+            <th>Type</th>
+            <th>Particulars</th>
+            <th class="num">Amount</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (t of txns; track t.voucherNo) {
+            <tr>
+              <td>{{ t.txnDate }}</td>
+              <td>
+                <span class="pg-chip">{{ t.voucherNo }}</span>
+              </td>
+              <td>{{ t.certNo }}</td>
+              <td>{{ t.txnType }}</td>
+              <td>{{ t.particulars }}</td>
+              <td class="num">₹{{ t.amount | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+</div>
+
+<div class="inv-toast" [class.show]="toastVisible">{{ toastMsg }}</div>

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

@@ -0,0 +1,461 @@
+/**
+ * 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 { FormsModule } from '@angular/forms';
+import {
+  FD_HOLDINGS,
+  ALL_TXNS,
+  PARTY_MASTER,
+  SUBTYPE_MASTER,
+  FD_TYPE_OPTIONS,
+  INT_TYPE_OPTIONS,
+  LIEN_REASON_MASTER,
+  InvestmentHolding,
+  InvestmentTxn,
+  InterestFreq,
+  accruedInterest,
+  daysToMaturity,
+  maturityAmount,
+  addPeriod,
+  todayDDMMYYYY
+} from '../investment-data';
+
+type FdTab = 'holdings' | 'purchase' | 'interest' | 'sell' | 'writeoff' | 'partpayment';
+
+interface FdPurchaseForm {
+  tranType: 'FRESH' | 'RENEWAL';
+  oldCertNo: string;
+  fdType: string;
+  /** GENERAL uses the period (Y/M/D) fields; DATEWISE lets the user type the maturity date directly. */
+  matureAmtCalcType: 'GENERAL' | 'DATEWISE';
+  certNo: string;
+  certDate: string;
+  party: string;
+  subParty: string;
+  glAcNo: string;
+  glAcName: string;
+  subType: string;
+  receiptAdvice: 'RECEIPT' | 'ADVICE';
+  transactionDate: string;
+  depositDate: string;
+  depositAmount: number | null;
+  interestFreq: InterestFreq;
+  interestDate: string;
+  interestRate: number | null;
+  periodYear: number | null;
+  periodMonth: number | null;
+  periodDays: number | null;
+  /** Only used when matureAmtCalcType === 'DATEWISE'. */
+  manualMaturityDate: string;
+  resolutionNo: string;
+  crBranchCode: string;
+  crToAc: string;
+  crToAcName: string;
+  intReceivableCode: string;
+  lien: 'YES' | 'NO';
+  lienAmt: number | null;
+  lienReason: string;
+  classification: string;
+  collable: 'YES' | 'NO';
+}
+
+/**
+ * FD (Fixed Deposit) treasury investment screen — Holdings register + Purchase / Interest /
+ * Sell-Premature / Write-off / Part-Payment entry tabs, modelled on the legacy "Investment - FD
+ * Purchase Entry" form. Dummy in-memory data only; Save appends to the local holdings/txns
+ * arrays so the demo feels interactive without any backend.
+ */
+@Component({
+  selector: 'mifosx-fd-investment',
+  templateUrl: './fd-investment.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../investment-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule
+  ]
+})
+export class FdInvestmentComponent {
+  activeTab: FdTab = 'holdings';
+  asOnDate = todayDDMMYYYY();
+
+  holdings: InvestmentHolding[] = [...FD_HOLDINGS];
+  txns: InvestmentTxn[] = ALL_TXNS.filter((t) => t.instrumentType === 'FD');
+
+  readonly partyOptions = PARTY_MASTER;
+  readonly subTypeOptions = SUBTYPE_MASTER;
+  readonly fdTypeOptions = FD_TYPE_OPTIONS;
+  readonly intTypeOptions = INT_TYPE_OPTIONS;
+  readonly lienReasonOptions = LIEN_REASON_MASTER;
+  readonly branchOptions = [
+    'HEAD OFFICE',
+    'BRANCH 1',
+    'BRANCH 2'
+  ];
+
+  toastMsg = '';
+  toastVisible = false;
+  private toastTimer: ReturnType<typeof setTimeout> | undefined;
+
+  purchaseForm: FdPurchaseForm = this.blankPurchaseForm();
+  /** Certificate No typed into the Purchase Entry's Search box (legacy "Search" button). */
+  searchCertNo = '';
+
+  interestCertNo = '';
+  sellCertNo = '';
+  sellDate = this.asOnDate;
+  sellRemark = '';
+  writeoffCertNo = '';
+  writeoffReason = '';
+  partPayCertNo = '';
+  partPayAmount: number | null = null;
+
+  setTab(tab: FdTab): void {
+    this.activeTab = tab;
+  }
+
+  get activeHoldings(): InvestmentHolding[] {
+    return this.holdings.filter((h) => h.status === 'ACTIVE');
+  }
+
+  private nextCertNo(): string {
+    const nums = this.holdings.map((h) => parseInt(h.certNo, 10)).filter((n) => !isNaN(n));
+    return String((nums.length ? Math.max(...nums) : 15619) + 1);
+  }
+
+  private blankPurchaseForm(): FdPurchaseForm {
+    return {
+      tranType: 'FRESH',
+      oldCertNo: '',
+      fdType: 'CUMMULATIVE',
+      matureAmtCalcType: 'GENERAL',
+      certNo: this.nextCertNo(),
+      certDate: this.asOnDate,
+      party: '',
+      subParty: '',
+      glAcNo: '320020',
+      glAcName: 'FIXED DEPO. CO-OPER. BANK MAIN',
+      subType: 'NON SLR',
+      receiptAdvice: 'RECEIPT',
+      transactionDate: this.asOnDate,
+      depositDate: this.asOnDate,
+      depositAmount: null,
+      interestFreq: 'CUMULATIVE',
+      interestDate: this.asOnDate,
+      interestRate: null,
+      periodYear: 2,
+      periodMonth: 0,
+      periodDays: 0,
+      manualMaturityDate: '',
+      resolutionNo: '',
+      crBranchCode: 'HEAD OFFICE',
+      crToAc: '310070',
+      crToAcName: 'CURRENT A/C CO-OP. BANK MAIN BR.41',
+      intReceivableCode: '320020',
+      lien: 'NO',
+      lienAmt: null,
+      lienReason: '',
+      classification: '',
+      collable: 'NO'
+    };
+  }
+
+  get purchaseMaturityDate(): string {
+    const f = this.purchaseForm;
+    if (f.matureAmtCalcType === 'DATEWISE') {
+      return f.manualMaturityDate;
+    }
+    if (!f.depositDate) {
+      return '';
+    }
+    const base = addPeriod(f.depositDate, f.periodYear || 0, f.periodMonth || 0);
+    return f.periodDays ? addPeriod(base, 0, 0, f.periodDays) : base;
+  }
+
+  get purchaseMaturityAmount(): number {
+    const f = this.purchaseForm;
+    if (!f.depositAmount || !f.interestRate || !this.purchaseMaturityDate) {
+      return 0;
+    }
+    return maturityAmount({
+      certNo: f.certNo,
+      instrumentType: 'FD',
+      scriptCode: '',
+      scriptName: '',
+      party: f.party,
+      subType: f.subType,
+      faceValue: f.depositAmount,
+      purchaseRate: 100,
+      units: 1,
+      purchaseDate: f.depositDate,
+      maturityDate: this.purchaseMaturityDate,
+      interestRate: f.interestRate,
+      interestFreq: f.interestFreq,
+      glCode: f.glAcNo,
+      glName: '',
+      crToAc: f.crToAc,
+      brokerCode: '',
+      status: 'ACTIVE'
+    });
+  }
+
+  savePurchase(): void {
+    const f = this.purchaseForm;
+    if (!f.party || !f.depositAmount || !f.interestRate || !this.purchaseMaturityDate) {
+      this.toast('Please fill Party, Deposit Amount, Interest Rate and Period.');
+      return;
+    }
+    const holding: InvestmentHolding = {
+      certNo: f.certNo,
+      instrumentType: 'FD',
+      scriptCode: f.interestFreq === 'CUMULATIVE' ? 'FD-CUM' : 'FD-MIP',
+      scriptName: f.fdType ? `${f.fdType} Fixed Deposit` : 'Fixed Deposit',
+      party: f.party,
+      subType: f.subType,
+      faceValue: f.depositAmount,
+      purchaseRate: 100,
+      units: 1,
+      purchaseDate: f.depositDate,
+      maturityDate: this.purchaseMaturityDate,
+      interestRate: f.interestRate,
+      interestFreq: f.interestFreq,
+      glCode: f.glAcNo,
+      glName: f.glAcName,
+      crToAc: f.crToAc,
+      brokerCode: '',
+      status: 'ACTIVE'
+    };
+    this.holdings = [
+      holding,
+      ...this.holdings
+    ];
+    this.txns = [
+      {
+        certNo: holding.certNo,
+        instrumentType: 'FD',
+        txnType: 'PURCHASE',
+        voucherNo: `INV/PUR/FD-${holding.certNo}`,
+        txnDate: f.transactionDate,
+        amount: holding.faceValue,
+        particulars: `${f.tranType === 'RENEWAL' ? 'Renewal' : 'Fresh'} FD Purchase - ${holding.party}`
+      },
+      ...this.txns
+    ];
+    this.toast(`FD Certificate No. ${holding.certNo} saved successfully.`);
+    this.purchaseForm = this.blankPurchaseForm();
+    this.activeTab = 'holdings';
+  }
+
+  cancelPurchase(): void {
+    this.purchaseForm = this.blankPurchaseForm();
+    this.toast('Entry cancelled — form reset.');
+  }
+
+  /** Legacy "Search" button — loads an existing certificate's values back into the form. */
+  searchPurchase(): void {
+    const h = this.holdings.find((x) => x.certNo === this.searchCertNo.trim());
+    if (!h) {
+      this.toast(`Certificate No. ${this.searchCertNo} not found.`);
+      return;
+    }
+    this.purchaseForm = {
+      ...this.blankPurchaseForm(),
+      tranType: 'FRESH',
+      certNo: h.certNo,
+      certDate: h.purchaseDate,
+      party: h.party,
+      subType: h.subType,
+      glAcNo: h.glCode,
+      glAcName: h.glName,
+      transactionDate: h.purchaseDate,
+      depositDate: h.purchaseDate,
+      depositAmount: h.faceValue,
+      interestFreq: h.interestFreq,
+      interestDate: h.purchaseDate,
+      interestRate: h.interestRate,
+      matureAmtCalcType: 'DATEWISE',
+      manualMaturityDate: h.maturityDate,
+      crToAc: h.crToAc
+    };
+    this.toast(`Certificate ${h.certNo} loaded.`);
+  }
+
+  /** Legacy "Drop" button — removes the loaded certificate from the register. */
+  dropPurchase(): void {
+    const certNo = this.purchaseForm.certNo;
+    const exists = this.holdings.some((h) => h.certNo === certNo);
+    if (!exists) {
+      this.toast('Nothing to drop — this certificate is not yet saved.');
+      return;
+    }
+    this.holdings = this.holdings.filter((h) => h.certNo !== certNo);
+    this.txns = this.txns.filter((t) => t.certNo !== certNo);
+    this.purchaseForm = this.blankPurchaseForm();
+    this.toast(`Certificate ${certNo} dropped.`);
+  }
+
+  /** Legacy "Exit" button — closes the entry form and returns to the register. */
+  exitPurchase(): void {
+    this.purchaseForm = this.blankPurchaseForm();
+    this.activeTab = 'holdings';
+  }
+
+  // -------------------- Interest --------------------
+  get interestHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.interestCertNo);
+  }
+
+  interestAccrued(h: InvestmentHolding): number {
+    return accruedInterest(h, this.asOnDate);
+  }
+
+  postInterest(): void {
+    const h = this.interestHolding;
+    if (!h) {
+      this.toast('Select a certificate first.');
+      return;
+    }
+    const amt = this.interestAccrued(h);
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'FD',
+        txnType: 'INTEREST',
+        voucherNo: `INV/INT/FD-${h.certNo}-${this.txns.length + 1}`,
+        txnDate: this.asOnDate,
+        amount: amt,
+        particulars: `Interest posted - ${h.party} (${h.interestFreq})`
+      },
+      ...this.txns
+    ];
+    this.toast(`Interest of ₹${amt.toLocaleString('en-IN')} posted for Certificate ${h.certNo}.`);
+    this.interestCertNo = '';
+  }
+
+  // -------------------- Sell / Premature --------------------
+  get sellHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.sellCertNo);
+  }
+
+  saveSell(): void {
+    const h = this.sellHolding;
+    if (!h || !this.sellDate) {
+      this.toast('Select a certificate and sell/premature date.');
+      return;
+    }
+    const payout = h.faceValue + accruedInterest(h, this.sellDate);
+    h.status = 'SOLD';
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'FD',
+        txnType: 'SELL',
+        voucherNo: `INV/SEL/FD-${h.certNo}`,
+        txnDate: this.sellDate,
+        amount: payout,
+        particulars: `Premature closure - ${h.party}${this.sellRemark ? ' - ' + this.sellRemark : ''}`
+      },
+      ...this.txns
+    ];
+    this.toast(`Certificate ${h.certNo} closed. Payout ₹${payout.toLocaleString('en-IN')}.`);
+    this.sellCertNo = '';
+    this.sellRemark = '';
+    this.activeTab = 'holdings';
+  }
+
+  // -------------------- Write-off --------------------
+  get writeoffHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.writeoffCertNo);
+  }
+
+  saveWriteoff(): void {
+    const h = this.writeoffHolding;
+    if (!h || !this.writeoffReason) {
+      this.toast('Select a certificate and enter a write-off reason.');
+      return;
+    }
+    h.status = 'WRITTEN_OFF';
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'FD',
+        txnType: 'WRITE_OFF',
+        voucherNo: `INV/WOF/FD-${h.certNo}`,
+        txnDate: this.asOnDate,
+        amount: h.faceValue,
+        particulars: `Written off - ${this.writeoffReason}`
+      },
+      ...this.txns
+    ];
+    this.toast(`Certificate ${h.certNo} written off.`);
+    this.writeoffCertNo = '';
+    this.writeoffReason = '';
+    this.activeTab = 'holdings';
+  }
+
+  // -------------------- Part Payment --------------------
+  get partPayHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.partPayCertNo);
+  }
+
+  savePartPayment(): void {
+    const h = this.partPayHolding;
+    if (!h || !this.partPayAmount || this.partPayAmount <= 0 || this.partPayAmount >= h.faceValue) {
+      this.toast('Select a certificate and enter a valid part-payment amount (less than face value).');
+      return;
+    }
+    h.faceValue -= this.partPayAmount;
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'FD',
+        txnType: 'PART_PAYMENT',
+        voucherNo: `INV/PP/FD-${h.certNo}-${this.txns.length + 1}`,
+        txnDate: this.asOnDate,
+        amount: this.partPayAmount,
+        particulars: `Part payment withdrawn - ${h.party}, balance ₹${h.faceValue.toLocaleString('en-IN')}`
+      },
+      ...this.txns
+    ];
+    this.toast(`Part payment of ₹${this.partPayAmount.toLocaleString('en-IN')} recorded for Certificate ${h.certNo}.`);
+    this.partPayCertNo = '';
+    this.partPayAmount = null;
+    this.activeTab = 'holdings';
+  }
+
+  // -------------------- Helpers --------------------
+  accrued(h: InvestmentHolding): number {
+    return accruedInterest(h, this.asOnDate);
+  }
+
+  maturity(h: InvestmentHolding): number {
+    return maturityAmount(h);
+  }
+
+  daysLeft(h: InvestmentHolding): number {
+    return daysToMaturity(h, this.asOnDate);
+  }
+
+  statusClass(h: InvestmentHolding): string {
+    return `inv-badge inv-badge--${h.status.toLowerCase()}`;
+  }
+
+  private toast(msg: string): void {
+    this.toastMsg = msg;
+    this.toastVisible = true;
+    if (this.toastTimer) {
+      clearTimeout(this.toastTimer);
+    }
+    this.toastTimer = setTimeout(() => (this.toastVisible = false), 3200);
+  }
+}

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];
+  }
+}

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

@@ -0,0 +1,352 @@
+<!--
+  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 · INTEREST</div>
+      <h1 class="pg-title">Investment Interest</h1>
+      <p class="pg-sub">
+        FD and Govt./Bond interest calculation batch runs, plus the Government Bond Interest, FD Interest and FD
+        registers.
+      </p>
+    </div>
+  </header>
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'fdCalc'"
+      (click)="setTab('fdCalc')"
+    >
+      01 FD Interest Calculation
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'bondCalc'"
+      (click)="setTab('bondCalc')"
+    >
+      02 Govt./Bond Int. Calculation
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'bondIntRegister'"
+      (click)="setTab('bondIntRegister')"
+    >
+      03 Government Bond Int Register
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'fdIntRegister'"
+      (click)="setTab('fdIntRegister')"
+    >
+      04 FD Interest Register
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'fdRegister'"
+      (click)="setTab('fdRegister')"
+    >
+      05 FD Register
+    </button>
+  </div>
+
+  <!-- 01 FD INTEREST CALCULATION -->
+  @if (activeTab === 'fdCalc') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - FD Interest Calculation</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Date</span><input type="text" [(ngModel)]="fdCalcDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field">
+          <span>Certificate No</span>
+          <select [(ngModel)]="fdCalcCertNo">
+            <option value="">-- All Certificates --</option>
+            @for (h of fdHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.party }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>ALL</span><input type="checkbox" [(ngModel)]="fdCalcAll" style="height: 18px; width: 18px"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Total Interest to Post</span
+          ><input type="text" [value]="'₹' + (fdCalcTotal | number: '1.2-2')" readonly
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="processFdInterest()">Process</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Cert No</th>
+            <th>Party</th>
+            <th class="num">Face Value</th>
+            <th class="num">Rate</th>
+            <th>Frequency</th>
+            <th class="num col-in">Interest</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (h of fdCalcTargets; track h.certNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ h.certNo }}</span>
+              </td>
+              <td>{{ h.party }}</td>
+              <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+              <td class="num">{{ h.interestRate }}%</td>
+              <td>{{ h.interestFreq }}</td>
+              <td class="num col-in">₹{{ fdInterest(h) | number: '1.2-2' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="6" class="pg-empty">No FD certificates match the filter.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="5">Total</td>
+            <td class="num">₹{{ fdCalcTotal | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <!-- 02 GOVT./BOND INT. CALCULATION -->
+  @if (activeTab === 'bondCalc') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - Govt./Bond Interest Calculation</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Date</span><input type="text" [(ngModel)]="bondCalcDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field">
+          <span>Type</span>
+          <select [(ngModel)]="bondCalcType">
+            <option value="">-- All Types --</option>
+            <option value="GOVT_SECURITY">GOVT SECURITY</option>
+            <option value="NON_SLR">NON SLR</option>
+            <option value="BOND">BOND</option>
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>Script</span>
+          <select [(ngModel)]="bondCalcScript">
+            <option value="">-- All Scripts --</option>
+            @for (s of scriptOptions; track s.scriptCode) {
+              <option [value]="s.scriptCode">{{ s.scriptCode }} — {{ s.scriptName }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"><span>Deal No</span><input type="text" [(ngModel)]="bondCalcDealNo" /></label>
+        <label class="inv-form-field"
+          ><span>ALL</span><input type="checkbox" [(ngModel)]="bondCalcAll" style="height: 18px; width: 18px"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Total Interest to Post</span
+          ><input type="text" [value]="'₹' + (bondCalcTotal | number: '1.2-2')" readonly
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="processBondInterest()">Process</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Cert No</th>
+            <th>Script</th>
+            <th>Type</th>
+            <th class="num">Face Value</th>
+            <th class="num">Rate</th>
+            <th>Frequency</th>
+            <th class="num col-in">Interest</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (h of bondCalcTargets; track h.certNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ h.certNo }}</span>
+              </td>
+              <td>{{ h.scriptName }}</td>
+              <td>{{ instrumentLabel(h.instrumentType) }}</td>
+              <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+              <td class="num">{{ h.interestRate }}%</td>
+              <td>{{ h.interestFreq }}</td>
+              <td class="num col-in">₹{{ bondInterest(h) | number: '1.2-2' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="7" class="pg-empty">No holdings match the filter.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="6">Total</td>
+            <td class="num">₹{{ bondCalcTotal | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <!-- 03 GOVERNMENT BOND INT REGISTER -->
+  @if (activeTab === 'bondIntRegister') {
+    <div class="pg-card">
+      <div class="pos-section-label">Government Bond Interest Register</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Voucher No</th>
+            <th>Cert No</th>
+            <th>Instrument</th>
+            <th>Particulars</th>
+            <th class="num col-in">Interest Amount</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (t of bondIntRegister; track t.voucherNo) {
+            <tr>
+              <td>{{ t.txnDate }}</td>
+              <td>
+                <span class="pg-chip">{{ t.voucherNo }}</span>
+              </td>
+              <td>{{ t.certNo }}</td>
+              <td>{{ instrumentLabel(t.instrumentType) }}</td>
+              <td>{{ t.particulars }}</td>
+              <td class="num col-in">₹{{ t.amount | number: '1.2-2' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="6" class="pg-empty">No bond interest entries recorded yet.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="5">Total</td>
+            <td class="num">₹{{ bondIntRegisterTotal | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <!-- 04 FD INTEREST REGISTER -->
+  @if (activeTab === 'fdIntRegister') {
+    <div class="pg-card">
+      <div class="pos-section-label">FD Interest Register</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Voucher No</th>
+            <th>Cert No</th>
+            <th>Particulars</th>
+            <th class="num col-in">Interest Amount</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (t of fdIntRegister; track t.voucherNo) {
+            <tr>
+              <td>{{ t.txnDate }}</td>
+              <td>
+                <span class="pg-chip">{{ t.voucherNo }}</span>
+              </td>
+              <td>{{ t.certNo }}</td>
+              <td>{{ t.particulars }}</td>
+              <td class="num col-in">₹{{ t.amount | number: '1.2-2' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="5" class="pg-empty">No FD interest entries recorded yet.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="4">Total</td>
+            <td class="num">₹{{ fdIntRegisterTotal | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <!-- 05 FD REGISTER -->
+  @if (activeTab === 'fdRegister') {
+    <div class="pg-card">
+      <div class="pos-section-label">FD Register</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Cert No</th>
+            <th>Party</th>
+            <th>Sub Type</th>
+            <th class="num">Face Value</th>
+            <th class="num">Rate</th>
+            <th>Frequency</th>
+            <th>Deposit Date</th>
+            <th>Maturity Date</th>
+            <th class="num">Days Left</th>
+            <th class="num col-in">Accrued Interest</th>
+            <th class="num col-net">Maturity Value</th>
+            <th>Status</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (h of fdRegister; track h.certNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ h.certNo }}</span>
+              </td>
+              <td>{{ h.party }}</td>
+              <td>{{ h.subType }}</td>
+              <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+              <td class="num">{{ h.interestRate }}%</td>
+              <td>{{ h.interestFreq }}</td>
+              <td>{{ h.purchaseDate }}</td>
+              <td>{{ h.maturityDate }}</td>
+              <td class="num">{{ daysLeft(h) }}</td>
+              <td class="num col-in">₹{{ accrued(h) | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ maturity(h) | number: '1.2-2' }}</td>
+              <td>
+                <span [class]="statusClass(h)">{{ h.status }}</span>
+              </td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="3">Total</td>
+            <td class="num">₹{{ fdRegisterFaceTotal | number: '1.2-2' }}</td>
+            <td colspan="5"></td>
+            <td class="num">₹{{ fdRegisterAccruedTotal | number: '1.2-2' }}</td>
+            <td class="num">₹{{ fdRegisterMaturityTotal | number: '1.2-2' }}</td>
+            <td></td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+</div>
+
+<div class="inv-toast" [class.show]="toastVisible">{{ toastMsg }}</div>

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

@@ -0,0 +1,247 @@
+/**
+ * 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 { FormsModule } from '@angular/forms';
+import {
+  FD_HOLDINGS,
+  GOVT_SECURITY_HOLDINGS,
+  NON_SLR_HOLDINGS,
+  BOND_HOLDINGS,
+  ALL_TXNS,
+  SCRIPT_MASTER,
+  InvestmentHolding,
+  InvestmentTxn,
+  InstrumentType,
+  INSTRUMENT_LABELS,
+  accruedInterest,
+  daysToMaturity,
+  maturityAmount,
+  todayDDMMYYYY
+} from '../investment-data';
+
+type InterestTab = 'fdCalc' | 'bondCalc' | 'bondIntRegister' | 'fdIntRegister' | 'fdRegister';
+
+/**
+ * The legacy "Interest" top-menu for Investment — 5 screens:
+ *   01 FD Interest Calculation, 02 Govt./Bond Int. Calculation (both batch "Process" runs),
+ *   03 Government Bond Int Register, 04 FD Interest Register, 05 FD Register (listings).
+ *
+ * Interest figures are derived from the same holdings used by the Entry screens and Reports,
+ * so a register here always agrees with what a Purchase/Interest entry recorded.
+ */
+@Component({
+  selector: 'mifosx-investment-interest',
+  templateUrl: './investment-interest.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../investment-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule
+  ]
+})
+export class InvestmentInterestComponent {
+  activeTab: InterestTab = 'fdCalc';
+  asOnDate = todayDDMMYYYY();
+
+  fdHoldings: InvestmentHolding[] = [...FD_HOLDINGS];
+  bondHoldings: InvestmentHolding[] = [
+    ...GOVT_SECURITY_HOLDINGS,
+    ...NON_SLR_HOLDINGS,
+    ...BOND_HOLDINGS
+  ];
+  txns: InvestmentTxn[] = [...ALL_TXNS];
+
+  readonly scriptOptions = SCRIPT_MASTER;
+
+  toastMsg = '';
+  toastVisible = false;
+  private toastTimer: ReturnType<typeof setTimeout> | undefined;
+
+  // 01 FD Interest Calculation
+  fdCalcDate = this.asOnDate;
+  fdCalcCertNo = '';
+  fdCalcAll = false;
+
+  // 02 Govt./Bond Int. Calculation
+  bondCalcDate = this.asOnDate;
+  bondCalcType: InstrumentType | '' = '';
+  bondCalcScript = '';
+  bondCalcDealNo = '';
+  bondCalcAll = false;
+
+  // Register filters
+  registerFromDate = '';
+  registerToDate = '';
+
+  setTab(tab: InterestTab): void {
+    this.activeTab = tab;
+  }
+
+  instrumentLabel(type: InstrumentType): string {
+    return INSTRUMENT_LABELS[type];
+  }
+
+  statusClass(h: InvestmentHolding): string {
+    return `inv-badge inv-badge--${h.status.toLowerCase()}`;
+  }
+
+  maturity(h: InvestmentHolding): number {
+    return maturityAmount(h);
+  }
+
+  daysLeft(h: InvestmentHolding): number {
+    return daysToMaturity(h, this.asOnDate);
+  }
+
+  // -------------------- 01 FD Interest Calculation --------------------
+  get fdCalcTargets(): InvestmentHolding[] {
+    if (this.fdCalcAll) {
+      return this.fdHoldings.filter((h) => h.status === 'ACTIVE');
+    }
+    return this.fdHoldings.filter(
+      (h) => h.status === 'ACTIVE' && (!this.fdCalcCertNo || h.certNo === this.fdCalcCertNo)
+    );
+  }
+
+  fdInterest(h: InvestmentHolding): number {
+    return accruedInterest(h, this.fdCalcDate || this.asOnDate);
+  }
+
+  get fdCalcTotal(): number {
+    return this.fdCalcTargets.reduce((s, h) => s + this.fdInterest(h), 0);
+  }
+
+  processFdInterest(): void {
+    const targets = this.fdCalcTargets;
+    if (targets.length === 0) {
+      this.toast('No FD holdings match the selected filters.');
+      return;
+    }
+    const newTxns: InvestmentTxn[] = targets.map((h, i) => ({
+      certNo: h.certNo,
+      instrumentType: 'FD',
+      txnType: 'INTEREST',
+      voucherNo: `INV/FD-INT/${(this.fdCalcDate || this.asOnDate).replace(/-/g, '')}-${i + 1}`,
+      txnDate: this.fdCalcDate || this.asOnDate,
+      amount: this.fdInterest(h),
+      particulars: `FD interest calculated - ${h.party}`
+    }));
+    this.txns = [
+      ...newTxns,
+      ...this.txns
+    ];
+    this.toast(
+      `FD interest processed for ${targets.length} certificate(s). Total ₹${this.fdCalcTotal.toLocaleString('en-IN')}.`
+    );
+  }
+
+  // -------------------- 02 Govt./Bond Int. Calculation --------------------
+  get bondCalcTargets(): InvestmentHolding[] {
+    if (this.bondCalcAll) {
+      return this.bondHoldings.filter((h) => h.status === 'ACTIVE');
+    }
+    return this.bondHoldings.filter((h) => {
+      if (h.status !== 'ACTIVE') return false;
+      if (this.bondCalcType && h.instrumentType !== this.bondCalcType) return false;
+      if (this.bondCalcScript && h.scriptCode !== this.bondCalcScript) return false;
+      if (this.bondCalcDealNo && h.certNo !== this.bondCalcDealNo.trim()) return false;
+      return true;
+    });
+  }
+
+  bondInterest(h: InvestmentHolding): number {
+    return accruedInterest(h, this.bondCalcDate || this.asOnDate);
+  }
+
+  get bondCalcTotal(): number {
+    return this.bondCalcTargets.reduce((s, h) => s + this.bondInterest(h), 0);
+  }
+
+  processBondInterest(): void {
+    const targets = this.bondCalcTargets;
+    if (targets.length === 0) {
+      this.toast('No Govt/Bond holdings match the selected filters.');
+      return;
+    }
+    const newTxns: InvestmentTxn[] = targets.map((h, i) => ({
+      certNo: h.certNo,
+      instrumentType: h.instrumentType,
+      txnType: 'INTEREST',
+      voucherNo: `INV/BOND-INT/${(this.bondCalcDate || this.asOnDate).replace(/-/g, '')}-${i + 1}`,
+      txnDate: this.bondCalcDate || this.asOnDate,
+      amount: this.bondInterest(h),
+      particulars: `Coupon/interest calculated - ${h.scriptName}`
+    }));
+    this.txns = [
+      ...newTxns,
+      ...this.txns
+    ];
+    this.toast(
+      `Interest processed for ${targets.length} holding(s). Total ₹${this.bondCalcTotal.toLocaleString('en-IN')}.`
+    );
+  }
+
+  // -------------------- 03 Government Bond Int Register --------------------
+  get bondIntRegister(): InvestmentTxn[] {
+    return this.txns.filter(
+      (t) => t.txnType === 'INTEREST' && ([
+            'GOVT_SECURITY',
+            'NON_SLR',
+            'BOND'
+          ] as InstrumentType[]).includes(t.instrumentType)
+    );
+  }
+
+  get bondIntRegisterTotal(): number {
+    return this.bondIntRegister.reduce((s, t) => s + t.amount, 0);
+  }
+
+  // -------------------- 04 FD Interest Register --------------------
+  get fdIntRegister(): InvestmentTxn[] {
+    return this.txns.filter((t) => t.txnType === 'INTEREST' && t.instrumentType === 'FD');
+  }
+
+  get fdIntRegisterTotal(): number {
+    return this.fdIntRegister.reduce((s, t) => s + t.amount, 0);
+  }
+
+  // -------------------- 05 FD Register --------------------
+  get fdRegister(): InvestmentHolding[] {
+    return this.fdHoldings;
+  }
+
+  get fdRegisterFaceTotal(): number {
+    return this.fdRegister.reduce((s, h) => s + h.faceValue, 0);
+  }
+
+  get fdRegisterMaturityTotal(): number {
+    return this.fdRegister.reduce((s, h) => s + this.maturity(h), 0);
+  }
+
+  accrued(h: InvestmentHolding): number {
+    return accruedInterest(h, this.asOnDate);
+  }
+
+  get fdRegisterAccruedTotal(): number {
+    return this.fdRegister.reduce((s, h) => s + this.accrued(h), 0);
+  }
+
+  private toast(msg: string): void {
+    this.toastMsg = msg;
+    this.toastVisible = true;
+    if (this.toastTimer) {
+      clearTimeout(this.toastTimer);
+    }
+    this.toastTimer = setTimeout(() => (this.toastVisible = false), 3200);
+  }
+}

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

@@ -0,0 +1,557 @@
+<!--
+  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 · MASTERS</div>
+      <h1 class="pg-title">Investment Masters</h1>
+      <p class="pg-sub">
+        Bank/Party, Script, SubType, Broker, Control Parameter, LIEN Reason, Mutual Fund Product, SGL Bank and Script
+        Market Detail masters.
+      </p>
+    </div>
+  </header>
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'party'"
+      (click)="setTab('party')"
+    >
+      04 Bank / Party Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'script'"
+      (click)="setTab('script')"
+    >
+      05 Script Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'subtype'"
+      (click)="setTab('subtype')"
+    >
+      06 SubType Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'broker'"
+      (click)="setTab('broker')"
+    >
+      07 Broker Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'control'"
+      (click)="setTab('control')"
+    >
+      08 Control Parameter
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'dailyscript'"
+      (click)="setTab('dailyscript')"
+    >
+      09 Daily Script Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'lien'"
+      (click)="setTab('lien')"
+    >
+      10 LIEN Reason Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'mfproduct'"
+      (click)="setTab('mfproduct')"
+    >
+      11 Mutual Fund Product Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'sglbank'"
+      (click)="setTab('sglbank')"
+    >
+      12 SGL Bank Master
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'marketdetail'"
+      (click)="setTab('marketdetail')"
+    >
+      13 Script Market Detail
+    </button>
+  </div>
+
+  <!-- PARTY MASTER -->
+  @if (activeTab === 'party') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Bank / Party</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Party Name *</span><input type="text" [(ngModel)]="newParty.partyName"
+        /></label>
+        <label class="inv-form-field">
+          <span>Party Type *</span>
+          <select [(ngModel)]="newParty.partyType">
+            <option [ngValue]="undefined">-- Select --</option>
+            <option value="BANK">BANK</option>
+            <option value="CORPORATE">CORPORATE</option>
+            <option value="GOVT">GOVT</option>
+            <option value="AMC">AMC</option>
+            <option value="EXCHANGE">EXCHANGE</option>
+            <option value="COOP_SOCIETY">COOP SOCIETY</option>
+          </select>
+        </label>
+        <label class="inv-form-field"><span>PAN No</span><input type="text" [(ngModel)]="newParty.panNo" /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addParty()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Party Code</th>
+            <th>Party Name</th>
+            <th>Type</th>
+            <th>PAN No</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (p of parties; track p.partyCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ p.partyCode }}</span>
+              </td>
+              <td>{{ p.partyName }}</td>
+              <td>{{ p.partyType }}</td>
+              <td>{{ p.panNo }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- SCRIPT MASTER -->
+  @if (activeTab === 'script') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Script</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Script Code</span><input type="text" [(ngModel)]="newScript.scriptCode"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Script Name *</span><input type="text" [(ngModel)]="newScript.scriptName"
+        /></label>
+        <label class="inv-form-field">
+          <span>Instrument Type *</span>
+          <select [(ngModel)]="newScript.instrumentType">
+            <option [ngValue]="undefined">-- Select --</option>
+            @for (t of instrumentTypes; track t) {
+              <option [value]="t">{{ t }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"><span>ISIN</span><input type="text" [(ngModel)]="newScript.isin" /></label>
+        <label class="inv-form-field"
+          ><span>Face Value / Unit</span><input type="number" [(ngModel)]="newScript.faceValuePerUnit"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addScript()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Script Code</th>
+            <th>Script Name</th>
+            <th>Instrument</th>
+            <th>ISIN</th>
+            <th class="num">Face Value/Unit</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (s of scripts; track s.scriptCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ s.scriptCode }}</span>
+              </td>
+              <td>{{ s.scriptName }}</td>
+              <td>{{ s.instrumentType }}</td>
+              <td>{{ s.isin || '—' }}</td>
+              <td class="num">{{ s.faceValuePerUnit }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- SUBTYPE MASTER -->
+  @if (activeTab === 'subtype') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Sub Type</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Sub Type Name *</span><input type="text" [(ngModel)]="newSubType.subTypeName"
+        /></label>
+        <label class="inv-form-field">
+          <span>Instrument Type *</span>
+          <select [(ngModel)]="newSubType.instrumentType">
+            <option [ngValue]="undefined">-- Select --</option>
+            @for (t of instrumentTypes; track t) {
+              <option [value]="t">{{ t }}</option>
+            }
+          </select>
+        </label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addSubType()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Code</th>
+            <th>Sub Type</th>
+            <th>Instrument</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (s of subTypes; track s.subTypeCode + s.subTypeName) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ s.subTypeCode }}</span>
+              </td>
+              <td>{{ s.subTypeName }}</td>
+              <td>{{ s.instrumentType }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- BROKER MASTER -->
+  @if (activeTab === 'broker') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Broker</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Broker Name *</span><input type="text" [(ngModel)]="newBroker.brokerName"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Contact No</span><input type="text" [(ngModel)]="newBroker.contactNo"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Empanelled On</span><input type="text" [(ngModel)]="newBroker.empanelledOn" placeholder="DD-MM-YYYY"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addBroker()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Broker Code</th>
+            <th>Broker Name</th>
+            <th>Contact</th>
+            <th>Empanelled On</th>
+            <th>Status</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (b of brokers; track b.brokerCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ b.brokerCode }}</span>
+              </td>
+              <td>{{ b.brokerName }}</td>
+              <td>{{ b.contactNo }}</td>
+              <td>{{ b.empanelledOn }}</td>
+              <td>
+                <span class="inv-badge inv-badge--active">{{ b.status }}</span>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- CONTROL PARAMETER -->
+  @if (activeTab === 'control') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Control Parameter</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Parameter Name *</span><input type="text" [(ngModel)]="newControlParam.paramName"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Value *</span><input type="text" [(ngModel)]="newControlParam.paramValue"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Description</span><input type="text" [(ngModel)]="newControlParam.description"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addControlParam()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Parameter</th>
+            <th>Value</th>
+            <th>Description</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (c of controlParams; track c.paramName) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ c.paramName }}</span>
+              </td>
+              <td class="num">{{ c.paramValue }}</td>
+              <td>{{ c.description }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- DAILY SCRIPT MASTER -->
+  @if (activeTab === 'dailyscript') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Daily Script Rate</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Rate Date *</span><input type="text" [(ngModel)]="newDailyRate.rateDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field">
+          <span>Script Code *</span>
+          <select [(ngModel)]="newDailyRate.scriptCode">
+            <option [ngValue]="undefined">-- Select --</option>
+            @for (s of scripts; track s.scriptCode) {
+              <option [value]="s.scriptCode">{{ s.scriptCode }} — {{ s.scriptName }}</option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>Open Rate</span><input type="number" [(ngModel)]="newDailyRate.openRate" step="0.01"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Close Rate *</span><input type="number" [(ngModel)]="newDailyRate.closeRate" step="0.01"
+        /></label>
+        <label class="inv-form-field"
+          ><span>High Rate</span><input type="number" [(ngModel)]="newDailyRate.highRate" step="0.01"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Low Rate</span><input type="number" [(ngModel)]="newDailyRate.lowRate" step="0.01"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addDailyRate()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Rate Date</th>
+            <th>Script Code</th>
+            <th>Script Name</th>
+            <th class="num">Open</th>
+            <th class="num">High</th>
+            <th class="num">Low</th>
+            <th class="num">Close</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of dailyScriptRates; track r.rateDate + r.scriptCode) {
+            <tr>
+              <td>{{ r.rateDate }}</td>
+              <td>
+                <span class="pg-chip">{{ r.scriptCode }}</span>
+              </td>
+              <td>{{ r.scriptName }}</td>
+              <td class="num">{{ r.openRate | number: '1.2-2' }}</td>
+              <td class="num">{{ r.highRate | number: '1.2-2' }}</td>
+              <td class="num">{{ r.lowRate | number: '1.2-2' }}</td>
+              <td class="num">{{ r.closeRate | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- LIEN REASON MASTER -->
+  @if (activeTab === 'lien') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add LIEN Reason</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Reason Description *</span><input type="text" [(ngModel)]="newLienReason.reasonDescription"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addLienReason()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Reason Code</th>
+            <th>Description</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (l of lienReasons; track l.reasonCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ l.reasonCode }}</span>
+              </td>
+              <td>{{ l.reasonDescription }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- MUTUAL FUND PRODUCT MASTER -->
+  @if (activeTab === 'mfproduct') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add Mutual Fund Product</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Product Name *</span><input type="text" [(ngModel)]="newMfProduct.productName"
+        /></label>
+        <label class="inv-form-field"
+          ><span>AMC Name *</span><input type="text" [(ngModel)]="newMfProduct.amcName"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Category</span><input type="text" [(ngModel)]="newMfProduct.category"
+        /></label>
+        <label class="inv-form-field">
+          <span>Risk Level</span>
+          <select [(ngModel)]="newMfProduct.riskLevel">
+            <option value="LOW">LOW</option>
+            <option value="MODERATE">MODERATE</option>
+            <option value="HIGH">HIGH</option>
+          </select>
+        </label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addMfProduct()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Product Code</th>
+            <th>Product Name</th>
+            <th>AMC</th>
+            <th>Category</th>
+            <th>Risk</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (m of mfProducts; track m.productCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ m.productCode }}</span>
+              </td>
+              <td>{{ m.productName }}</td>
+              <td>{{ m.amcName }}</td>
+              <td>{{ m.category }}</td>
+              <td>{{ m.riskLevel }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- SGL BANK MASTER -->
+  @if (activeTab === 'sglbank') {
+    <div class="pg-card">
+      <div class="pos-section-label">Add SGL Bank</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Bank Name *</span><input type="text" [(ngModel)]="newSglBank.bankName"
+        /></label>
+        <label class="inv-form-field"><span>Branch</span><input type="text" [(ngModel)]="newSglBank.branch" /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addSglBank()">Save</button>
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>SGL Code</th>
+            <th>Bank Name</th>
+            <th>Branch</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (s of sglBanks; track s.sglCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ s.sglCode }}</span>
+              </td>
+              <td>{{ s.bankName }}</td>
+              <td>{{ s.branch }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- SCRIPT MARKET DETAIL (also covers "09 Daily Script Master") -->
+  @if (activeTab === 'marketdetail') {
+    <div class="pg-card">
+      <div class="pos-section-label">Script Market Detail (Daily Script Rates)</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Script Code</th>
+            <th class="num">Market Price</th>
+            <th>As On</th>
+            <th class="num">YTM (%)</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (m of marketDetails; track m.scriptCode) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ m.scriptCode }}</span>
+              </td>
+              <td class="num">₹{{ m.marketPrice | number: '1.2-2' }}</td>
+              <td>{{ m.asOnDate }}</td>
+              <td class="num">{{ m.ytm }}%</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+</div>
+
+<div class="inv-toast" [class.show]="toastVisible">{{ toastMsg }}</div>

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

@@ -0,0 +1,262 @@
+/**
+ * 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 { FormsModule } from '@angular/forms';
+import {
+  SCRIPT_MASTER,
+  BROKER_MASTER,
+  PARTY_MASTER,
+  SUBTYPE_MASTER,
+  CONTROL_PARAMETERS,
+  MUTUAL_FUND_PRODUCTS,
+  SGL_BANK_MASTER,
+  SCRIPT_MARKET_DETAIL,
+  DAILY_SCRIPT_RATES,
+  LIEN_REASON_MASTER,
+  ScriptMaster,
+  BrokerMaster,
+  PartyMaster,
+  SubTypeMaster,
+  ControlParameter,
+  MutualFundProductMaster,
+  SglBankMaster,
+  ScriptMarketDetail,
+  DailyScriptRate,
+  LienReason,
+  InstrumentType
+} from '../investment-data';
+
+type MasterTab =
+  | 'party'
+  | 'script'
+  | 'subtype'
+  | 'broker'
+  | 'control'
+  | 'dailyscript'
+  | 'lien'
+  | 'mfproduct'
+  | 'sglbank'
+  | 'marketdetail';
+
+/**
+ * Investment master-data screens (legacy "04-13" Entry submenu masters) — 9 simple dummy
+ * lists, each with an inline Add-row form so the demo stays interactive without a backend.
+ */
+@Component({
+  selector: 'mifosx-investment-masters',
+  templateUrl: './investment-masters.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../investment-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule
+  ]
+})
+export class InvestmentMastersComponent {
+  activeTab: MasterTab = 'party';
+
+  scripts: ScriptMaster[] = [...SCRIPT_MASTER];
+  brokers: BrokerMaster[] = [...BROKER_MASTER];
+  parties: PartyMaster[] = [...PARTY_MASTER];
+  subTypes: SubTypeMaster[] = [...SUBTYPE_MASTER];
+  controlParams: ControlParameter[] = [...CONTROL_PARAMETERS];
+  mfProducts: MutualFundProductMaster[] = [...MUTUAL_FUND_PRODUCTS];
+  sglBanks: SglBankMaster[] = [...SGL_BANK_MASTER];
+  marketDetails: ScriptMarketDetail[] = [...SCRIPT_MARKET_DETAIL];
+  dailyScriptRates: DailyScriptRate[] = [...DAILY_SCRIPT_RATES];
+  lienReasons: LienReason[] = [...LIEN_REASON_MASTER];
+
+  readonly instrumentTypes: InstrumentType[] = [
+    'FD',
+    'GOVT_SECURITY',
+    'NON_SLR',
+    'BOND',
+    'MUTUAL_FUND',
+    'SHARE'
+  ];
+
+  toastMsg = '';
+  toastVisible = false;
+  private toastTimer: ReturnType<typeof setTimeout> | undefined;
+
+  newParty: Partial<PartyMaster> = {};
+  newScript: Partial<ScriptMaster> = {};
+  newSubType: Partial<SubTypeMaster> = {};
+  newBroker: Partial<BrokerMaster> = {};
+  newControlParam: Partial<ControlParameter> = {};
+  newLienReason: Partial<LienReason> = {};
+  newMfProduct: Partial<MutualFundProductMaster> = {};
+  newSglBank: Partial<SglBankMaster> = {};
+  newDailyRate: Partial<DailyScriptRate> = {};
+
+  setTab(tab: MasterTab): void {
+    this.activeTab = tab;
+  }
+
+  addParty(): void {
+    if (!this.newParty.partyName || !this.newParty.partyType) {
+      this.toast('Enter Party Name and Type.');
+      return;
+    }
+    this.parties = [
+      {
+        partyCode: `PTY-${String(this.parties.length + 1).padStart(3, '0')}`,
+        panNo: '',
+        ...this.newParty
+      } as PartyMaster,
+      ...this.parties
+    ];
+    this.newParty = {};
+    this.toast('Party/Bank master added.');
+  }
+
+  addScript(): void {
+    if (!this.newScript.scriptName || !this.newScript.instrumentType) {
+      this.toast('Enter Script Name and Instrument Type.');
+      return;
+    }
+    this.scripts = [
+      {
+        scriptCode: this.newScript.scriptCode || `SCR-${this.scripts.length + 1}`,
+        isin: '',
+        faceValuePerUnit: 100,
+        ...this.newScript
+      } as ScriptMaster,
+      ...this.scripts
+    ];
+    this.newScript = {};
+    this.toast('Script master added.');
+  }
+
+  addSubType(): void {
+    if (!this.newSubType.subTypeName || !this.newSubType.instrumentType) {
+      this.toast('Enter Sub Type Name and Instrument Type.');
+      return;
+    }
+    this.subTypes = [
+      { subTypeCode: String(this.subTypes.length + 1), ...this.newSubType } as SubTypeMaster,
+      ...this.subTypes
+    ];
+    this.newSubType = {};
+    this.toast('Sub Type master added.');
+  }
+
+  addBroker(): void {
+    if (!this.newBroker.brokerName) {
+      this.toast('Enter Broker Name.');
+      return;
+    }
+    this.brokers = [
+      {
+        brokerCode: `BRK-${String(this.brokers.length + 1).padStart(3, '0')}`,
+        contactNo: '',
+        empanelledOn: '',
+        status: 'ACTIVE',
+        ...this.newBroker
+      } as BrokerMaster,
+      ...this.brokers
+    ];
+    this.newBroker = {};
+    this.toast('Broker master added.');
+  }
+
+  addControlParam(): void {
+    if (!this.newControlParam.paramName || !this.newControlParam.paramValue) {
+      this.toast('Enter Parameter Name and Value.');
+      return;
+    }
+    this.controlParams = [
+      { description: '', ...this.newControlParam } as ControlParameter,
+      ...this.controlParams
+    ];
+    this.newControlParam = {};
+    this.toast('Control parameter added.');
+  }
+
+  addLienReason(): void {
+    if (!this.newLienReason.reasonDescription) {
+      this.toast('Enter Reason Description.');
+      return;
+    }
+    this.lienReasons = [
+      { reasonCode: `LR-${String(this.lienReasons.length + 1).padStart(2, '0')}`, ...this.newLienReason } as LienReason,
+      ...this.lienReasons
+    ];
+    this.newLienReason = {};
+    this.toast('LIEN reason added.');
+  }
+
+  addMfProduct(): void {
+    if (!this.newMfProduct.productName || !this.newMfProduct.amcName) {
+      this.toast('Enter Product Name and AMC Name.');
+      return;
+    }
+    this.mfProducts = [
+      {
+        productCode: `MFP-${String(this.mfProducts.length + 1).padStart(2, '0')}`,
+        category: '',
+        riskLevel: 'MODERATE',
+        ...this.newMfProduct
+      } as MutualFundProductMaster,
+      ...this.mfProducts
+    ];
+    this.newMfProduct = {};
+    this.toast('Mutual Fund product added.');
+  }
+
+  addSglBank(): void {
+    if (!this.newSglBank.bankName) {
+      this.toast('Enter Bank Name.');
+      return;
+    }
+    this.sglBanks = [
+      {
+        sglCode: `SGL-${String(this.sglBanks.length + 1).padStart(2, '0')}`,
+        branch: '',
+        ...this.newSglBank
+      } as SglBankMaster,
+      ...this.sglBanks
+    ];
+    this.newSglBank = {};
+    this.toast('SGL Bank master added.');
+  }
+
+  addDailyRate(): void {
+    if (!this.newDailyRate.scriptCode || !this.newDailyRate.rateDate || this.newDailyRate.closeRate == null) {
+      this.toast('Enter Rate Date, Script Code and Close Rate.');
+      return;
+    }
+    const script = this.scripts.find((s) => s.scriptCode === this.newDailyRate.scriptCode);
+    this.dailyScriptRates = [
+      {
+        scriptName: script?.scriptName || '',
+        openRate: this.newDailyRate.closeRate,
+        highRate: this.newDailyRate.closeRate,
+        lowRate: this.newDailyRate.closeRate,
+        ...this.newDailyRate
+      } as DailyScriptRate,
+      ...this.dailyScriptRates
+    ];
+    this.newDailyRate = {};
+    this.toast('Daily script rate added.');
+  }
+
+  private toast(msg: string): void {
+    this.toastMsg = msg;
+    this.toastVisible = true;
+    if (this.toastTimer) {
+      clearTimeout(this.toastTimer);
+    }
+    this.toastTimer = setTimeout(() => (this.toastVisible = false), 3200);
+  }
+}

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

@@ -0,0 +1,694 @@
+<!--
+  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 · REPORTS</div>
+      <h1 class="pg-title">Investment Reports</h1>
+      <p class="pg-sub">
+        Balance reports, ledgers, registers, maturity lists and the consolidated portfolio — all derived live from the
+        same holdings/transactions used by the Entry screens.
+      </p>
+    </div>
+  </header>
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeGroup === 'balance'"
+      (click)="setGroup('balance', 'govtSecBalance')"
+    >
+      Balance Reports
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeGroup === 'ledger'"
+      (click)="setGroup('ledger', 'fdLedger')"
+    >
+      Ledgers &amp; Registers
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeGroup === 'maturity'"
+      (click)="setGroup('maturity', 'maturedFd')"
+    >
+      Maturity &amp; Lists
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeGroup === 'portfolio'"
+      (click)="setGroup('portfolio', 'portfolio')"
+    >
+      Portfolio
+    </button>
+  </div>
+
+  <!-- ===================== BALANCE REPORTS ===================== -->
+  @if (activeGroup === 'balance') {
+    <div class="cctr-tabs">
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'govtSecBalance'"
+        (click)="setReport('govtSecBalance')"
+      >
+        Govt Security Balance
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'shareBalance'"
+        (click)="setReport('shareBalance')"
+      >
+        Share Balance
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'fdrBalance'"
+        (click)="setReport('fdrBalance')"
+      >
+        FDR Balance
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'bankInvList'"
+        (click)="setReport('bankInvList')"
+      >
+        Bank Investment List
+      </button>
+    </div>
+
+    @if (activeReport === 'govtSecBalance' || activeReport === 'shareBalance' || activeReport === 'fdrBalance') {
+      <div class="pg-card">
+        <div class="pos-section-label">
+          {{
+            activeReport === 'govtSecBalance'
+              ? 'Govt Security Balance Report'
+              : activeReport === 'shareBalance'
+                ? 'Share Balance Report'
+                : 'FDR Balance Report'
+          }}
+        </div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Script / Party</th>
+              <th class="num">Units</th>
+              <th class="num">Face Value</th>
+              <th class="num">Market/Purchase Rate</th>
+              <th>Status</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (
+              h of activeReport === 'govtSecBalance'
+                ? govtSecHoldings
+                : activeReport === 'shareBalance'
+                  ? shareHoldings
+                  : fdHoldings;
+              track h.certNo
+            ) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.scriptName }} — {{ h.party }}</td>
+                <td class="num">{{ h.units | number }}</td>
+                <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+                <td class="num">{{ marketPrice(h.scriptCode) || h.purchaseRate }}</td>
+                <td>
+                  <span [class]="statusClass(h)">{{ h.status }}</span>
+                </td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'bankInvList') {
+      <div class="pg-card">
+        <div class="pos-section-label">Bank Investment List</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Party / Bank</th>
+              <th class="num">No. of Holdings</th>
+              <th class="num">Total Face Value</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (r of bankInvestmentList; track r.party) {
+              <tr>
+                <td>{{ r.party }}</td>
+                <td class="num">{{ r.count }}</td>
+                <td class="num">₹{{ r.totalFaceValue | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  }
+
+  <!-- ===================== LEDGERS & REGISTERS ===================== -->
+  @if (activeGroup === 'ledger') {
+    <div class="cctr-tabs">
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'fdLedger'"
+        (click)="setReport('fdLedger')"
+      >
+        FD Ledger
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'bondLedger'"
+        (click)="setReport('bondLedger')"
+      >
+        Govt/Bond Ledger
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'shareLedger'"
+        (click)="setReport('shareLedger')"
+      >
+        Share Ledger
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'intDueRegister'"
+        (click)="setReport('intDueRegister')"
+      >
+        Interest Due Register
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'slrRegister'"
+        (click)="setReport('slrRegister')"
+      >
+        SLR Bond Register
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'pendingReceived'"
+        (click)="setReport('pendingReceived')"
+      >
+        Pending/Received Interest
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'amortizeLedger'"
+        (click)="setReport('amortizeLedger')"
+      >
+        Amortize Ledger
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'dealSlip'"
+        (click)="setReport('dealSlip')"
+      >
+        Deal Slip
+      </button>
+    </div>
+
+    @if (
+      activeReport === 'fdLedger' ||
+      activeReport === 'bondLedger' ||
+      activeReport === 'shareLedger' ||
+      activeReport === 'amortizeLedger' ||
+      activeReport === 'dealSlip'
+    ) {
+      <div class="pg-card">
+        <div class="pos-section-label">
+          {{
+            activeReport === 'fdLedger'
+              ? 'FD Ledger'
+              : activeReport === 'bondLedger'
+                ? 'Govt/Bond Ledger'
+                : activeReport === 'shareLedger'
+                  ? 'Share Ledger'
+                  : activeReport === 'amortizeLedger'
+                    ? 'Amortize Ledger'
+                    : 'Deal Slip Register'
+          }}
+        </div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Date</th>
+              <th>Voucher No</th>
+              <th>Cert No</th>
+              <th>Type</th>
+              <th>Particulars</th>
+              <th class="num">Amount</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (
+              t of activeReport === 'fdLedger'
+                ? fdTxns
+                : activeReport === 'bondLedger'
+                  ? bondTxns
+                  : activeReport === 'shareLedger'
+                    ? shareTxns
+                    : activeReport === 'amortizeLedger'
+                      ? amortizeTxns
+                      : dealSlips;
+              track t.voucherNo
+            ) {
+              <tr>
+                <td>{{ t.txnDate }}</td>
+                <td>
+                  <span class="pg-chip">{{ t.voucherNo }}</span>
+                </td>
+                <td>{{ t.certNo }}</td>
+                <td>{{ t.txnType }}</td>
+                <td>{{ t.particulars }}</td>
+                <td class="num">₹{{ t.amount | number: '1.2-2' }}</td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="6" class="pg-empty">No entries.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'intDueRegister') {
+      <div class="pg-card">
+        <div class="pos-section-label">Interest Due Register (Non-Cumulative Holdings)</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Script / Party</th>
+              <th>Frequency</th>
+              <th class="num">Rate</th>
+              <th class="num col-in">Due Amount (as on {{ asOnDate }})</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (h of interestDueRegister; track h.certNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.scriptName }} — {{ h.party }}</td>
+                <td>{{ h.interestFreq }}</td>
+                <td class="num">{{ h.interestRate }}%</td>
+                <td class="num col-in">₹{{ h.dueAmount | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'slrRegister') {
+      <div class="pg-card">
+        <div class="pos-section-label">SLR Bond Register</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Script</th>
+              <th class="num">Face Value</th>
+              <th class="num">Rate</th>
+              <th>Maturity Date</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (h of slrBondRegister; track h.certNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.scriptName }}</td>
+                <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+                <td class="num">{{ h.interestRate }}%</td>
+                <td>{{ h.maturityDate }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'pendingReceived') {
+      <div class="pg-card">
+        <div class="pos-section-label">Received Interest / Dividend</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Date</th>
+              <th>Cert No</th>
+              <th>Particulars</th>
+              <th class="num col-in">Amount</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (t of receivedInterestTxns; track t.voucherNo) {
+              <tr>
+                <td>{{ t.txnDate }}</td>
+                <td>{{ t.certNo }}</td>
+                <td>{{ t.particulars }}</td>
+                <td class="num col-in">₹{{ t.amount | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+      <div class="pg-card">
+        <div class="pos-section-label">Pending Interest (No Interest Posted Yet)</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Script / Party</th>
+              <th class="num col-out">Accrued (Pending)</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (h of pendingInterestHoldings; track h.certNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.scriptName }} — {{ h.party }}</td>
+                <td class="num col-out">₹{{ accrued(h) | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  }
+
+  <!-- ===================== MATURITY & LISTS ===================== -->
+  @if (activeGroup === 'maturity') {
+    <div class="cctr-tabs">
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'maturedFd'"
+        (click)="setReport('maturedFd')"
+      >
+        List of Matured FD
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'maturingList'"
+        (click)="setReport('maturingList')"
+      >
+        Govt/FD Mature List
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'maturityPattern'"
+        (click)="setReport('maturityPattern')"
+      >
+        Maturity Pattern Register
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'govtSecList'"
+        (click)="setReport('govtSecList')"
+      >
+        Govt Security List
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'fdSecList'"
+        (click)="setReport('fdSecList')"
+      >
+        FD Security List
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'shareSecList'"
+        (click)="setReport('shareSecList')"
+      >
+        Share Security List
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'mfList'"
+        (click)="setReport('mfList')"
+      >
+        Mutual Fund List
+      </button>
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === 'shiftingReport'"
+        (click)="setReport('shiftingReport')"
+      >
+        Shifting Report
+      </button>
+    </div>
+
+    @if (activeReport === 'maturedFd') {
+      <div class="pg-card">
+        <div class="pos-section-label">List of Matured FD</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Party</th>
+              <th class="num">Face Value</th>
+              <th>Matured On</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (h of maturedFdList; track h.certNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.party }}</td>
+                <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+                <td>{{ h.maturityDate }}</td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="4" class="pg-empty">No matured FDs.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'maturingList') {
+      <div class="pg-card">
+        <div class="pos-section-label">Govt Security / FD Maturity List (sorted by days-to-maturity)</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Instrument</th>
+              <th>Script / Party</th>
+              <th>Maturity Date</th>
+              <th class="num">Days Left</th>
+              <th class="num col-net">Maturity Value</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (h of maturingList; track h.certNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ instrumentLabel(h.instrumentType) }}</td>
+                <td>{{ h.scriptName }} — {{ h.party }}</td>
+                <td>{{ h.maturityDate }}</td>
+                <td class="num">{{ daysLeft(h) }}</td>
+                <td class="num col-net">₹{{ maturity(h) | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'maturityPattern') {
+      <div class="pg-card">
+        <div class="pos-section-label">Maturity Pattern Register</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Bucket</th>
+              <th class="num">Holdings</th>
+              <th class="num">Face Value</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (b of maturityBuckets; track b.label) {
+              <tr>
+                <td>{{ b.label }}</td>
+                <td class="num">{{ b.count }}</td>
+                <td class="num">₹{{ b.faceValue | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (
+      activeReport === 'govtSecList' ||
+      activeReport === 'fdSecList' ||
+      activeReport === 'shareSecList' ||
+      activeReport === 'mfList'
+    ) {
+      <div class="pg-card">
+        <div class="pos-section-label">
+          {{
+            activeReport === 'govtSecList'
+              ? 'Govt Security List'
+              : activeReport === 'fdSecList'
+                ? 'FD Security List'
+                : activeReport === 'shareSecList'
+                  ? 'Share Security List'
+                  : 'Mutual Fund List'
+          }}
+        </div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Script</th>
+              <th>Party</th>
+              <th class="num">Face Value</th>
+              <th class="num">Rate</th>
+              <th>Status</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (
+              h of activeReport === 'govtSecList'
+                ? govtSecList
+                : activeReport === 'fdSecList'
+                  ? fdSecList
+                  : activeReport === 'shareSecList'
+                    ? shareSecList
+                    : mutualFundList;
+              track h.certNo
+            ) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.scriptName }}</td>
+                <td>{{ h.party }}</td>
+                <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+                <td class="num">{{ h.interestRate }}%</td>
+                <td>
+                  <span [class]="statusClass(h)">{{ h.status }}</span>
+                </td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+    @if (activeReport === 'shiftingReport') {
+      <div class="pg-card">
+        <div class="pos-section-label">
+          Shifting Report — SLR Securities with Market Deviation ≥ 1% (AFS/HTM review candidates)
+        </div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Cert No</th>
+              <th>Script</th>
+              <th class="num">Purchase Rate</th>
+              <th class="num">Market Price</th>
+              <th class="num">Deviation %</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (h of shiftingCandidates; track h.certNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ h.certNo }}</span>
+                </td>
+                <td>{{ h.scriptName }}</td>
+                <td class="num">{{ h.purchaseRate }}</td>
+                <td class="num">{{ h.marketPrice }}</td>
+                <td class="num" [class.col-in]="h.deviationPct > 0" [class.col-out]="h.deviationPct < 0">
+                  {{ h.deviationPct }}%
+                </td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="5" class="pg-empty">No securities crossing the 1% deviation threshold today.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  }
+
+  <!-- ===================== PORTFOLIO ===================== -->
+  @if (activeGroup === 'portfolio') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment Portfolio — Consolidated Summary</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>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of portfolioSummary; track r.label) {
+            <tr>
+              <td>{{ r.label }}</td>
+              <td class="num">{{ r.count }}</td>
+              <td class="num">₹{{ r.faceValue | number: '1.2-2' }}</td>
+              <td class="num col-in">₹{{ r.accrued | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ r.maturityValue | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td>Total</td>
+            <td class="num"></td>
+            <td class="num">₹{{ portfolioTotalFaceValue | number: '1.2-2' }}</td>
+            <td class="num">₹{{ portfolioTotalAccrued | number: '1.2-2' }}</td>
+            <td class="num">₹{{ portfolioTotalMaturity | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+</div>

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

@@ -0,0 +1,247 @@
+/**
+ * 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 {
+  ALL_HOLDINGS,
+  ALL_TXNS,
+  FD_HOLDINGS,
+  GOVT_SECURITY_HOLDINGS,
+  NON_SLR_HOLDINGS,
+  BOND_HOLDINGS,
+  MUTUAL_FUND_HOLDINGS,
+  SHARE_HOLDINGS,
+  SCRIPT_MARKET_DETAIL,
+  InstrumentType,
+  InvestmentHolding,
+  InvestmentTxn,
+  INSTRUMENT_LABELS,
+  accruedInterest,
+  maturityAmount,
+  daysToMaturity,
+  todayDDMMYYYY
+} from '../investment-data';
+
+type ReportGroup = 'balance' | 'ledger' | 'maturity' | 'portfolio';
+
+/**
+ * ~20 legacy Investment reports, grouped into 4 tabs. Every figure here is derived from the
+ * same ALL_HOLDINGS/ALL_TXNS arrays used by the Entry screens and Dashboard — so a report can
+ * never drift out of sync with what a Purchase/Sell/Interest entry actually recorded.
+ */
+@Component({
+  selector: 'mifosx-investment-reports',
+  templateUrl: './investment-reports.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../investment-shared.scss'
+  ],
+  standalone: true,
+  imports: [CommonModule]
+})
+export class InvestmentReportsComponent {
+  activeGroup: ReportGroup = 'balance';
+  activeReport = 'govtSecBalance';
+  asOnDate = todayDDMMYYYY();
+
+  setGroup(group: ReportGroup, defaultReport: string): void {
+    this.activeGroup = group;
+    this.activeReport = defaultReport;
+  }
+
+  setReport(report: string): void {
+    this.activeReport = report;
+  }
+
+  instrumentLabel(type: InstrumentType): string {
+    return INSTRUMENT_LABELS[type];
+  }
+
+  accrued(h: InvestmentHolding): number {
+    return accruedInterest(h, this.asOnDate);
+  }
+
+  maturity(h: InvestmentHolding): number {
+    return maturityAmount(h);
+  }
+
+  daysLeft(h: InvestmentHolding): number {
+    return daysToMaturity(h, this.asOnDate);
+  }
+
+  statusClass(h: InvestmentHolding): string {
+    return `inv-badge inv-badge--${h.status.toLowerCase()}`;
+  }
+
+  marketPrice(scriptCode: string): number | null {
+    return SCRIPT_MARKET_DETAIL.find((m) => m.scriptCode === scriptCode)?.marketPrice ?? null;
+  }
+
+  // -------------------- Balance Reports --------------------
+  get govtSecHoldings(): InvestmentHolding[] {
+    return GOVT_SECURITY_HOLDINGS;
+  }
+  get shareHoldings(): InvestmentHolding[] {
+    return SHARE_HOLDINGS;
+  }
+  get fdHoldings(): InvestmentHolding[] {
+    return FD_HOLDINGS;
+  }
+  get bankInvestmentList(): Array<{ party: string; count: number; totalFaceValue: number }> {
+    const map = new Map<string, { party: string; count: number; totalFaceValue: number }>();
+    for (const h of ALL_HOLDINGS) {
+      const row = map.get(h.party) || { party: h.party, count: 0, totalFaceValue: 0 };
+      row.count += 1;
+      row.totalFaceValue += h.faceValue;
+      map.set(h.party, row);
+    }
+    return [...map.values()].sort((a, b) => b.totalFaceValue - a.totalFaceValue);
+  }
+
+  // -------------------- Ledgers & Registers --------------------
+  get fdTxns(): InvestmentTxn[] {
+    return ALL_TXNS.filter((t) => t.instrumentType === 'FD');
+  }
+  get bondTxns(): InvestmentTxn[] {
+    return ALL_TXNS.filter((t) => ([
+          'GOVT_SECURITY',
+          'NON_SLR',
+          'BOND'
+        ] as InstrumentType[]).includes(t.instrumentType));
+  }
+  get shareTxns(): InvestmentTxn[] {
+    return ALL_TXNS.filter((t) => t.instrumentType === 'SHARE');
+  }
+  get amortizeTxns(): InvestmentTxn[] {
+    return ALL_TXNS.filter((t) => t.txnType === 'AMORTIZE');
+  }
+  get dealSlips(): InvestmentTxn[] {
+    return ALL_TXNS.filter((t) => t.txnType === 'PURCHASE');
+  }
+  get slrBondRegister(): InvestmentHolding[] {
+    return GOVT_SECURITY_HOLDINGS.filter((h) => h.subType === 'SLR');
+  }
+  get interestDueRegister(): Array<InvestmentHolding & { dueAmount: number }> {
+    return ALL_HOLDINGS.filter((h) => h.status === 'ACTIVE' && h.interestFreq !== 'CUMULATIVE').map((h) => ({
+      ...h,
+      dueAmount: this.accrued(h)
+    }));
+  }
+  get receivedInterestTxns(): InvestmentTxn[] {
+    return ALL_TXNS.filter((t) => t.txnType === 'INTEREST' || t.txnType === 'DIVIDEND');
+  }
+  get pendingInterestHoldings(): InvestmentHolding[] {
+    const receivedCerts = new Set(this.receivedInterestTxns.map((t) => t.certNo));
+    return ALL_HOLDINGS.filter(
+      (h) => h.status === 'ACTIVE' && h.interestFreq !== 'CUMULATIVE' && !receivedCerts.has(h.certNo)
+    );
+  }
+
+  // -------------------- Maturity & Lists --------------------
+  get maturedFdList(): InvestmentHolding[] {
+    return FD_HOLDINGS.filter((h) => h.status === 'MATURED');
+  }
+  get maturingList(): InvestmentHolding[] {
+    return [
+      ...FD_HOLDINGS,
+      ...GOVT_SECURITY_HOLDINGS
+    ]
+      .filter((h) => h.status === 'ACTIVE')
+      .sort((a, b) => this.daysLeft(a) - this.daysLeft(b));
+  }
+  get maturityBuckets(): Array<{ label: string; count: number; faceValue: number }> {
+    const buckets = [
+      { label: '0-1 Year', min: -99999, max: 365, count: 0, faceValue: 0 },
+      { label: '1-3 Years', min: 366, max: 1095, count: 0, faceValue: 0 },
+      { label: '3-5 Years', min: 1096, max: 1825, count: 0, faceValue: 0 },
+      { label: 'Above 5 Years', min: 1826, max: 999999, count: 0, faceValue: 0 }
+    ];
+    for (const h of ALL_HOLDINGS.filter((x) => x.status === 'ACTIVE')) {
+      const days = this.daysLeft(h);
+      const bucket = buckets.find((b) => days >= b.min && days <= b.max);
+      if (bucket) {
+        bucket.count += 1;
+        bucket.faceValue += h.faceValue;
+      }
+    }
+    return buckets;
+  }
+  get govtSecList(): InvestmentHolding[] {
+    return GOVT_SECURITY_HOLDINGS;
+  }
+  get fdSecList(): InvestmentHolding[] {
+    return FD_HOLDINGS;
+  }
+  get shareSecList(): InvestmentHolding[] {
+    return SHARE_HOLDINGS;
+  }
+  get mutualFundList(): InvestmentHolding[] {
+    return MUTUAL_FUND_HOLDINGS;
+  }
+  get nonSlrList(): InvestmentHolding[] {
+    return NON_SLR_HOLDINGS;
+  }
+  get bondList(): InvestmentHolding[] {
+    return BOND_HOLDINGS;
+  }
+  /** Shifting Report — SLR securities whose market value has moved away from book value by
+   *  more than 1%, a proxy for "category shift" candidates (AFS/HTM reclassification review). */
+  get shiftingCandidates(): Array<InvestmentHolding & { marketPrice: number; deviationPct: number }> {
+    return GOVT_SECURITY_HOLDINGS.map((h) => {
+      const mp = this.marketPrice(h.scriptCode);
+      if (mp === null) {
+        return null;
+      }
+      const deviationPct = +(((mp - h.purchaseRate) / h.purchaseRate) * 100).toFixed(2);
+      return { ...h, marketPrice: mp, deviationPct };
+    })
+      .filter(
+        (x): x is InvestmentHolding & { marketPrice: number; deviationPct: number } =>
+          x !== null && Math.abs(x.deviationPct) >= 1
+      )
+      .sort((a, b) => Math.abs(b.deviationPct) - Math.abs(a.deviationPct));
+  }
+
+  // -------------------- Portfolio --------------------
+  private readonly portfolioTypes: InstrumentType[] = [
+    'FD',
+    'GOVT_SECURITY',
+    'NON_SLR',
+    'BOND',
+    'MUTUAL_FUND',
+    'SHARE'
+  ];
+  get portfolioSummary(): Array<{
+    label: string;
+    count: number;
+    faceValue: number;
+    accrued: number;
+    maturityValue: number;
+  }> {
+    return this.portfolioTypes.map((type) => {
+      const holdings = ALL_HOLDINGS.filter((h) => h.instrumentType === type);
+      return {
+        label: INSTRUMENT_LABELS[type],
+        count: holdings.length,
+        faceValue: holdings.reduce((s, h) => s + h.faceValue, 0),
+        accrued: holdings.reduce((s, h) => s + this.accrued(h), 0),
+        maturityValue: holdings.reduce((s, h) => s + this.maturity(h), 0)
+      };
+    });
+  }
+  get portfolioTotalFaceValue(): number {
+    return this.portfolioSummary.reduce((s, r) => s + r.faceValue, 0);
+  }
+  get portfolioTotalAccrued(): number {
+    return this.portfolioSummary.reduce((s, r) => s + r.accrued, 0);
+  }
+  get portfolioTotalMaturity(): number {
+    return this.portfolioSummary.reduce((s, r) => s + r.maturityValue, 0);
+  }
+}

src/app/investment/investment-routing.module.ts

@@ -0,0 +1,71 @@
+/**
+ * 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 { NgModule } from '@angular/core';
+import { Routes, RouterModule } from '@angular/router';
+
+import { Route } from '../core/route/route.service';
+import { InvestmentDashboardComponent } from './investment-dashboard/investment-dashboard.component';
+import { FdInvestmentComponent } from './fd-investment/fd-investment.component';
+import { BondInvestmentComponent } from './bond-investment/bond-investment.component';
+import { ShareInvestmentComponent } from './share-investment/share-investment.component';
+import { InvestmentMastersComponent } from './investment-masters/investment-masters.component';
+import { InvestmentReportsComponent } from './investment-reports/investment-reports.component';
+import { InvestmentInterestComponent } from './investment-interest/investment-interest.component';
+
+const routes: Routes = [
+  Route.withShell([
+    {
+      path: 'investment',
+      data: { title: 'Investment', breadcrumb: 'Investment' },
+      children: [
+        {
+          path: 'dashboard',
+          component: InvestmentDashboardComponent,
+          data: { title: 'Investment Dashboard', breadcrumb: 'Investment Dashboard' }
+        },
+        {
+          path: 'fd',
+          component: FdInvestmentComponent,
+          data: { title: 'FD Investment', breadcrumb: 'FD Investment' }
+        },
+        {
+          path: 'bonds',
+          component: BondInvestmentComponent,
+          data: { title: 'Govt Security / Bond Investment', breadcrumb: 'Govt Security / Bond Investment' }
+        },
+        {
+          path: 'share',
+          component: ShareInvestmentComponent,
+          data: { title: 'Share Investment', breadcrumb: 'Share Investment' }
+        },
+        {
+          path: 'masters',
+          component: InvestmentMastersComponent,
+          data: { title: 'Investment Masters', breadcrumb: 'Investment Masters' }
+        },
+        {
+          path: 'interest',
+          component: InvestmentInterestComponent,
+          data: { title: 'Investment Interest', breadcrumb: 'Investment Interest' }
+        },
+        {
+          path: 'reports',
+          component: InvestmentReportsComponent,
+          data: { title: 'Investment Reports', breadcrumb: 'Investment Reports' }
+        }
+      ]
+    }
+  ])
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class InvestmentRoutingModule {}

src/app/investment/investment-shared.scss

@@ -0,0 +1,236 @@
+/**
+ * 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/.
+ */
+
+// Extra styles layered on top of ../cashier/cashier-shared.scss (pg-*, cctr-*) for the
+// Investment module — instrument nav cards, status badges, KPI tiles, entry-form layout.
+
+.inv-kpis {
+  display: grid;
+  grid-template-columns: repeat(4, 1fr);
+  gap: 12px;
+
+  @media (width <= 1100px) {
+    grid-template-columns: repeat(2, 1fr);
+  }
+}
+
+.inv-kpi {
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  padding: 14px 16px;
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+
+  &__label {
+    font-size: 10px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.07em;
+    color: #64748b;
+  }
+
+  &__value {
+    font-size: 20px;
+    font-weight: 800;
+    font-variant-numeric: tabular-nums;
+    color: #0f172a;
+  }
+
+  &__sub {
+    font-size: 11px;
+    color: #94a3b8;
+  }
+}
+
+.inv-nav-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
+  gap: 12px;
+}
+
+.inv-nav-card {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+  padding: 16px;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  text-decoration: none;
+  color: inherit;
+  transition:
+    border-color 0.15s,
+    box-shadow 0.15s;
+
+  &:hover {
+    border-color: #0f4f3c;
+    box-shadow: 0 2px 10px rgb(15 79 60 / 10%);
+  }
+
+  &__label {
+    font-size: 10px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    color: #64748b;
+  }
+
+  &__count {
+    font-size: 22px;
+    font-weight: 800;
+    color: #0f172a;
+  }
+
+  &__value {
+    font-size: 13px;
+    font-weight: 600;
+    color: #0f4f3c;
+  }
+}
+
+.inv-badge {
+  display: inline-flex;
+  align-items: center;
+  padding: 3px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.04em;
+
+  &--active {
+    background: #f0fdf4;
+    color: #15803d;
+    border: 1px solid #bbf7d0;
+  }
+
+  &--matured {
+    background: #eff6ff;
+    color: #1d4ed8;
+    border: 1px solid #bfdbfe;
+  }
+
+  &--sold {
+    background: #fefce8;
+    color: #a16207;
+    border: 1px solid #fde68a;
+  }
+
+  &--written_off {
+    background: #fef2f2;
+    color: #b91c1c;
+    border: 1px solid #fecaca;
+  }
+}
+
+.inv-form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
+  gap: 14px 20px;
+  padding: 18px;
+}
+
+.inv-form-field {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  font-size: 11px;
+  font-weight: 600;
+  color: #64748b;
+
+  input,
+  select {
+    width: 100%;
+    height: 36px;
+    padding: 0 10px;
+    border: 1px solid #e2e8f0;
+    border-radius: 8px;
+    font-size: 13px;
+    color: #0d1b2a;
+    font-family: inherit;
+    background: #fff;
+    box-sizing: border-box;
+  }
+
+  // Long "code — name (branch)" style option text must never run under the native dropdown
+  // arrow — truncate it with an ellipsis instead of letting the browser clip it mid-word.
+  select {
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+  }
+
+  // Computed / lookup-filled fields are rendered read-only and greyed out so they read as
+  // derived values rather than something the user is expected to type into.
+  /* stylelint-disable-next-line selector-no-qualifying-type -- [readonly] only applies to inputs */
+  input[readonly] {
+    background: #f8fafc;
+    color: #64748b;
+  }
+}
+
+.inv-form-actions {
+  display: flex;
+  flex-wrap: wrap;
+  justify-content: flex-end;
+  gap: 10px;
+  padding: 0 18px 18px;
+}
+
+.inv-maturity-row {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 10px 14px;
+  border-bottom: 1px dotted #eef2f7;
+  font-size: 13px;
+
+  &:last-child {
+    border-bottom: none;
+  }
+}
+
+.inv-maturity-days {
+  font-weight: 800;
+  font-variant-numeric: tabular-nums;
+
+  &--soon {
+    color: #dc2626;
+  }
+
+  &--ok {
+    color: #16a34a;
+  }
+}
+
+.inv-toast {
+  position: fixed;
+  bottom: 24px;
+  left: 50%;
+  transform: translateX(-50%) translateY(20px);
+  background: #0f172a;
+  color: #fff;
+  padding: 12px 20px;
+  border-radius: 10px;
+  font-size: 13px;
+  font-weight: 600;
+  box-shadow: 0 8px 24px rgb(0 0 0 / 25%);
+  opacity: 0;
+  pointer-events: none;
+  transition:
+    opacity 0.2s,
+    transform 0.2s;
+  z-index: 2000;
+
+  &.show {
+    opacity: 1;
+    transform: translateX(-50%) translateY(0);
+  }
+}

src/app/investment/investment.module.ts

@@ -0,0 +1,34 @@
+/**
+ * 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 { NgModule } from '@angular/core';
+
+import { SharedModule } from '../shared/shared.module';
+import { InvestmentRoutingModule } from './investment-routing.module';
+import { InvestmentDashboardComponent } from './investment-dashboard/investment-dashboard.component';
+import { FdInvestmentComponent } from './fd-investment/fd-investment.component';
+import { BondInvestmentComponent } from './bond-investment/bond-investment.component';
+import { ShareInvestmentComponent } from './share-investment/share-investment.component';
+import { InvestmentMastersComponent } from './investment-masters/investment-masters.component';
+import { InvestmentReportsComponent } from './investment-reports/investment-reports.component';
+import { InvestmentInterestComponent } from './investment-interest/investment-interest.component';
+
+@NgModule({
+  imports: [
+    SharedModule,
+    InvestmentRoutingModule,
+    InvestmentDashboardComponent,
+    FdInvestmentComponent,
+    BondInvestmentComponent,
+    ShareInvestmentComponent,
+    InvestmentMastersComponent,
+    InvestmentReportsComponent,
+    InvestmentInterestComponent
+  ]
+})
+export class InvestmentModule {}

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

@@ -0,0 +1,276 @@
+<!--
+  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 · SHARE</div>
+      <h1 class="pg-title">Share Entry</h1>
+      <p class="pg-sub">
+        Equity and cooperative-society share holdings — Purchase, Dividend, Sell and Write-off entries.
+      </p>
+    </div>
+  </header>
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'holdings'"
+      (click)="setTab('holdings')"
+    >
+      Holdings
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'purchase'"
+      (click)="setTab('purchase')"
+    >
+      01 Share Purchase Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'dividend'"
+      (click)="setTab('dividend')"
+    >
+      02 Share Interest / Dividend Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'sell'"
+      (click)="setTab('sell')"
+    >
+      03 Share Sell Entry
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'writeoff'"
+      (click)="setTab('writeoff')"
+    >
+      04 Share Write Off Entry
+    </button>
+  </div>
+
+  <!-- HOLDINGS -->
+  @if (activeTab === 'holdings') {
+    <div class="pg-card">
+      <div class="pos-section-label">Share Holdings Register</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Cert No</th>
+            <th>Script</th>
+            <th>Party</th>
+            <th class="num">Units</th>
+            <th class="num">Rate</th>
+            <th class="num">Face Value</th>
+            <th>Purchase Date</th>
+            <th>Status</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (h of holdings; track h.certNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ h.certNo }}</span>
+              </td>
+              <td>{{ h.scriptName }}</td>
+              <td>{{ h.party }}</td>
+              <td class="num">{{ h.units | number }}</td>
+              <td class="num">₹{{ h.purchaseRate | number: '1.2-2' }}</td>
+              <td class="num">₹{{ h.faceValue | number: '1.2-2' }}</td>
+              <td>{{ h.purchaseDate }}</td>
+              <td>
+                <span [class]="statusClass(h)">{{ h.status }}</span>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- PURCHASE ENTRY -->
+  @if (activeTab === 'purchase') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - Share Purchase Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field"
+          ><span>Cert No</span><input type="text" [(ngModel)]="purchaseForm.certNo" readonly
+        /></label>
+        <label class="inv-form-field"
+          ><span>Script Code</span><input type="text" [(ngModel)]="purchaseForm.scriptCode"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Script/Company Name *</span><input type="text" [(ngModel)]="purchaseForm.scriptName"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Party / Exchange</span><input type="text" [(ngModel)]="purchaseForm.party"
+        /></label>
+        <label class="inv-form-field">
+          <span>Sub Type</span>
+          <select [(ngModel)]="purchaseForm.subType">
+            <option value="EQUITY">EQUITY</option>
+            <option value="CO-OP SHARE">CO-OP SHARE</option>
+          </select>
+        </label>
+        <label class="inv-form-field"
+          ><span>No. of Units *</span><input type="number" [(ngModel)]="purchaseForm.units" min="0"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Purchase Rate *</span><input type="number" [(ngModel)]="purchaseForm.purchaseRate" min="0" step="0.01"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Purchase Date *</span
+          ><input type="text" [(ngModel)]="purchaseForm.purchaseDate" placeholder="DD-MM-YYYY"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Broker Code</span><input type="text" [(ngModel)]="purchaseForm.brokerCode"
+        /></label>
+        <label class="inv-form-field"
+          ><span>CR To A/c</span><input type="text" [(ngModel)]="purchaseForm.crToAc"
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="cancelPurchase()">Cancel</button>
+        <button type="button" class="pg-btn pg-btn--primary" (click)="savePurchase()">Save</button>
+      </div>
+    </div>
+  }
+
+  <!-- DIVIDEND ENTRY -->
+  @if (activeTab === 'dividend') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - Share Interest / Dividend Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Cert No *</span>
+          <select [(ngModel)]="dividendCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.scriptName }}</option>
+            }
+          </select>
+        </label>
+        @if (dividendHolding; as h) {
+          <label class="inv-form-field"><span>Units Held</span><input type="text" [value]="h.units" readonly /></label>
+        }
+        <label class="inv-form-field"
+          ><span>Dividend per Share *</span><input type="number" [(ngModel)]="dividendPerShare" min="0" step="0.01"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Total Dividend (computed)</span
+          ><input type="text" [value]="'₹' + (dividendAmount | number: '1.2-2')" readonly
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="saveDividend()">Save</button>
+      </div>
+    </div>
+  }
+
+  <!-- SELL ENTRY -->
+  @if (activeTab === 'sell') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - Share Sell Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Cert No *</span>
+          <select [(ngModel)]="sellCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.scriptName }}</option>
+            }
+          </select>
+        </label>
+        @if (sellHolding; as h) {
+          <label class="inv-form-field"><span>Units Held</span><input type="text" [value]="h.units" readonly /></label>
+        }
+        <label class="inv-form-field"
+          ><span>Units to Sell *</span><input type="number" [(ngModel)]="sellUnits" min="0"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Sell Rate *</span><input type="number" [(ngModel)]="sellRate" min="0" step="0.01"
+        /></label>
+        <label class="inv-form-field"
+          ><span>Consideration (computed)</span
+          ><input type="text" [value]="'₹' + (sellConsideration | number: '1.2-2')" readonly
+        /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="saveSell()">Save</button>
+      </div>
+    </div>
+  }
+
+  <!-- WRITE OFF ENTRY -->
+  @if (activeTab === 'writeoff') {
+    <div class="pg-card">
+      <div class="pos-section-label">Investment - Share Write Off Entry</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>Cert No *</span>
+          <select [(ngModel)]="writeoffCertNo">
+            <option value="">-- Select --</option>
+            @for (h of activeHoldings; track h.certNo) {
+              <option [value]="h.certNo">{{ h.certNo }} — {{ h.scriptName }}</option>
+            }
+          </select>
+        </label>
+        @if (writeoffHolding; as h) {
+          <label class="inv-form-field"
+            ><span>Face Value to be Written Off</span
+            ><input type="text" [value]="'₹' + (h.faceValue | number: '1.2-2')" readonly
+          /></label>
+        }
+        <label class="inv-form-field"><span>Reason *</span><input type="text" [(ngModel)]="writeoffReason" /></label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="saveWriteoff()">Save</button>
+      </div>
+    </div>
+  }
+
+  @if (activeTab !== 'holdings') {
+    <div class="pg-card">
+      <div class="pos-section-label">Share Transaction Log</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Voucher No</th>
+            <th>Cert No</th>
+            <th>Type</th>
+            <th>Particulars</th>
+            <th class="num">Amount</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (t of txns; track t.voucherNo) {
+            <tr>
+              <td>{{ t.txnDate }}</td>
+              <td>
+                <span class="pg-chip">{{ t.voucherNo }}</span>
+              </td>
+              <td>{{ t.certNo }}</td>
+              <td>{{ t.txnType }}</td>
+              <td>{{ t.particulars }}</td>
+              <td class="num">₹{{ t.amount | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+</div>
+
+<div class="inv-toast" [class.show]="toastVisible">{{ toastMsg }}</div>

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

@@ -0,0 +1,263 @@
+/**
+ * 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 { FormsModule } from '@angular/forms';
+import { SHARE_HOLDINGS, ALL_TXNS, InvestmentHolding, InvestmentTxn, todayDDMMYYYY } from '../investment-data';
+
+type ShareTab = 'holdings' | 'purchase' | 'dividend' | 'sell' | 'writeoff';
+
+interface SharePurchaseForm {
+  certNo: string;
+  scriptCode: string;
+  scriptName: string;
+  party: string;
+  subType: string;
+  units: number | null;
+  purchaseRate: number | null;
+  purchaseDate: string;
+  brokerCode: string;
+  crToAc: string;
+}
+
+/**
+ * Share Entry treasury screen — Holdings register + Purchase / Dividend / Sell / Write-off
+ * entry tabs (legacy "02 Share Entry" menu). Dummy in-memory data; Save appends locally.
+ */
+@Component({
+  selector: 'mifosx-share-investment',
+  templateUrl: './share-investment.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../investment-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule
+  ]
+})
+export class ShareInvestmentComponent {
+  activeTab: ShareTab = 'holdings';
+  asOnDate = todayDDMMYYYY();
+
+  holdings: InvestmentHolding[] = [...SHARE_HOLDINGS];
+  txns: InvestmentTxn[] = ALL_TXNS.filter((t) => t.instrumentType === 'SHARE');
+
+  toastMsg = '';
+  toastVisible = false;
+  private toastTimer: ReturnType<typeof setTimeout> | undefined;
+
+  purchaseForm: SharePurchaseForm = this.blankPurchaseForm();
+  dividendCertNo = '';
+  dividendPerShare: number | null = null;
+  sellCertNo = '';
+  sellUnits: number | null = null;
+  sellRate: number | null = null;
+  writeoffCertNo = '';
+  writeoffReason = '';
+
+  setTab(tab: ShareTab): void {
+    this.activeTab = tab;
+  }
+
+  get activeHoldings(): InvestmentHolding[] {
+    return this.holdings.filter((h) => h.status === 'ACTIVE');
+  }
+
+  private blankPurchaseForm(): SharePurchaseForm {
+    return {
+      certNo: `SH-${6000 + this.holdings.length + 1}`,
+      scriptCode: '',
+      scriptName: '',
+      party: 'NSE/BSE',
+      subType: 'EQUITY',
+      units: null,
+      purchaseRate: null,
+      purchaseDate: this.asOnDate,
+      brokerCode: '',
+      crToAc: '310070'
+    };
+  }
+
+  savePurchase(): void {
+    const f = this.purchaseForm;
+    if (!f.scriptName || !f.units || !f.purchaseRate) {
+      this.toast('Please fill Script Name, No. of Units and Purchase Rate.');
+      return;
+    }
+    const faceValue = f.units * f.purchaseRate;
+    const holding: InvestmentHolding = {
+      certNo: f.certNo,
+      instrumentType: 'SHARE',
+      scriptCode: f.scriptCode || f.scriptName,
+      scriptName: f.scriptName,
+      party: f.party,
+      subType: f.subType,
+      faceValue,
+      purchaseRate: f.purchaseRate,
+      units: f.units,
+      purchaseDate: f.purchaseDate,
+      maturityDate: f.purchaseDate,
+      interestRate: 0,
+      interestFreq: 'YEARLY',
+      glCode: '310060',
+      glName: 'INVESTMENT IN SHARES',
+      crToAc: f.crToAc,
+      brokerCode: f.brokerCode,
+      status: 'ACTIVE'
+    };
+    this.holdings = [
+      holding,
+      ...this.holdings
+    ];
+    this.txns = [
+      {
+        certNo: holding.certNo,
+        instrumentType: 'SHARE',
+        txnType: 'PURCHASE',
+        voucherNo: `INV/PUR/${holding.certNo}`,
+        txnDate: f.purchaseDate,
+        amount: faceValue,
+        particulars: `Purchase of ${f.units} shares - ${holding.scriptName}`
+      },
+      ...this.txns
+    ];
+    this.toast(`Share holding ${holding.certNo} saved successfully.`);
+    this.purchaseForm = this.blankPurchaseForm();
+    this.activeTab = 'holdings';
+  }
+
+  cancelPurchase(): void {
+    this.purchaseForm = this.blankPurchaseForm();
+  }
+
+  // -------------------- Dividend --------------------
+  get dividendHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.dividendCertNo);
+  }
+
+  get dividendAmount(): number {
+    const h = this.dividendHolding;
+    if (!h || !this.dividendPerShare) {
+      return 0;
+    }
+    return Math.round(h.units * this.dividendPerShare);
+  }
+
+  saveDividend(): void {
+    const h = this.dividendHolding;
+    if (!h || !this.dividendPerShare) {
+      this.toast('Select a holding and enter dividend per share.');
+      return;
+    }
+    const amt = this.dividendAmount;
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'SHARE',
+        txnType: 'DIVIDEND',
+        voucherNo: `INV/DIV/${h.certNo}-${this.txns.length + 1}`,
+        txnDate: this.asOnDate,
+        amount: amt,
+        particulars: `Dividend received - ${h.scriptName} (₹${this.dividendPerShare}/share)`
+      },
+      ...this.txns
+    ];
+    this.toast(`Dividend of ₹${amt.toLocaleString('en-IN')} recorded for ${h.certNo}.`);
+    this.dividendCertNo = '';
+    this.dividendPerShare = null;
+  }
+
+  // -------------------- Sell --------------------
+  get sellHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.sellCertNo);
+  }
+
+  get sellConsideration(): number {
+    if (!this.sellUnits || !this.sellRate) {
+      return 0;
+    }
+    return Math.round(this.sellUnits * this.sellRate);
+  }
+
+  saveSell(): void {
+    const h = this.sellHolding;
+    if (!h || !this.sellUnits || !this.sellRate || this.sellUnits > h.units) {
+      this.toast('Select a holding and enter valid units (≤ held) and sell rate.');
+      return;
+    }
+    const consideration = this.sellConsideration;
+    h.units -= this.sellUnits;
+    h.faceValue = Math.round(h.units * h.purchaseRate);
+    if (h.units === 0) {
+      h.status = 'SOLD';
+    }
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'SHARE',
+        txnType: 'SELL',
+        voucherNo: `INV/SEL/${h.certNo}-${this.txns.length + 1}`,
+        txnDate: this.asOnDate,
+        amount: consideration,
+        particulars: `Sold ${this.sellUnits} shares of ${h.scriptName} @ ${this.sellRate}`
+      },
+      ...this.txns
+    ];
+    this.toast(`Sold ${this.sellUnits} shares. Consideration ₹${consideration.toLocaleString('en-IN')}.`);
+    this.sellCertNo = '';
+    this.sellUnits = null;
+    this.sellRate = null;
+    this.activeTab = 'holdings';
+  }
+
+  // -------------------- Write-off --------------------
+  get writeoffHolding(): InvestmentHolding | undefined {
+    return this.holdings.find((h) => h.certNo === this.writeoffCertNo);
+  }
+
+  saveWriteoff(): void {
+    const h = this.writeoffHolding;
+    if (!h || !this.writeoffReason) {
+      this.toast('Select a holding and enter a write-off reason.');
+      return;
+    }
+    h.status = 'WRITTEN_OFF';
+    this.txns = [
+      {
+        certNo: h.certNo,
+        instrumentType: 'SHARE',
+        txnType: 'WRITE_OFF',
+        voucherNo: `INV/WOF/${h.certNo}`,
+        txnDate: this.asOnDate,
+        amount: h.faceValue,
+        particulars: `Written off - ${this.writeoffReason}`
+      },
+      ...this.txns
+    ];
+    this.toast(`${h.certNo} written off.`);
+    this.writeoffCertNo = '';
+    this.writeoffReason = '';
+    this.activeTab = 'holdings';
+  }
+
+  statusClass(h: InvestmentHolding): string {
+    return `inv-badge inv-badge--${h.status.toLowerCase()}`;
+  }
+
+  private toast(msg: string): void {
+    this.toastMsg = msg;
+    this.toastVisible = true;
+    if (this.toastTimer) {
+      clearTimeout(this.toastTimer);
+    }
+    this.toastTimer = setTimeout(() => (this.toastVisible = false), 3200);
+  }
+}

src/app/npa/npa-data.ts

@@ -0,0 +1,619 @@
+/**
+ * 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/.
+ */
+
+// Dummy NPA (Non-Performing Asset) data layer for the NPA Reports / Analysis / Classification
+// screens. Everything downstream — classification, provisioning, interest reversal, GNPA/NNPA —
+// is *derived* from LOAN_ACCOUNTS via pure functions below, so no two reports can ever disagree
+// on the same account's numbers.
+//
+// The book is generated with a seeded RNG (not Math.random()) so the "large, real-world-CBS"
+// dataset stays identical across reloads instead of reshuffling every time the page opens.
+
+export type NpaStage =
+  | 'STANDARD'
+  | 'SMA0'
+  | 'SMA1'
+  | 'SMA2'
+  | 'SUBSTANDARD'
+  | 'DOUBTFUL1'
+  | 'DOUBTFUL2'
+  | 'DOUBTFUL3'
+  | 'LOSS';
+
+export const STAGE_ORDER: NpaStage[] = [
+  'STANDARD',
+  'SMA0',
+  'SMA1',
+  'SMA2',
+  'SUBSTANDARD',
+  'DOUBTFUL1',
+  'DOUBTFUL2',
+  'DOUBTFUL3',
+  'LOSS'
+];
+
+export const STAGE_LABELS: Record<NpaStage, string> = {
+  STANDARD: 'Standard',
+  SMA0: 'SMA-0',
+  SMA1: 'SMA-1',
+  SMA2: 'SMA-2',
+  SUBSTANDARD: 'Sub-Standard',
+  DOUBTFUL1: 'Doubtful-1',
+  DOUBTFUL2: 'Doubtful-2',
+  DOUBTFUL3: 'Doubtful-3',
+  LOSS: 'Loss Asset'
+};
+
+export function isNpaStage(stage: NpaStage): boolean {
+  return stage !== 'STANDARD' && stage !== 'SMA0' && stage !== 'SMA1' && stage !== 'SMA2';
+}
+
+export function isSmaStage(stage: NpaStage): boolean {
+  return stage === 'SMA0' || stage === 'SMA1' || stage === 'SMA2';
+}
+
+export function stageBadgeClass(stage: NpaStage): string {
+  return `npa-badge npa-badge--${stage.toLowerCase()}`;
+}
+
+/** Recovery-workflow stage tracked separately from IRAC classification — a Doubtful/Loss
+ *  account can sit at any of these while its classification stays driven purely by overdueDays. */
+export type LegalActionStatus = 'NONE' | 'NOTICE_ISSUED' | 'SARFAESI_INITIATED' | 'SUIT_FILED' | 'OTS_NEGOTIATION';
+
+export const LEGAL_ACTION_LABELS: Record<LegalActionStatus, string> = {
+  NONE: 'No Action Yet',
+  NOTICE_ISSUED: 'Demand Notice Issued',
+  SARFAESI_INITIATED: 'SARFAESI Action Initiated',
+  SUIT_FILED: 'Recovery Suit Filed',
+  OTS_NEGOTIATION: 'One-Time Settlement Under Negotiation'
+};
+
+export interface RecoveryTxn {
+  date: string;
+  amount: number;
+  mode: string;
+}
+
+export interface LoanAccount {
+  accountNo: string;
+  customerName: string;
+  guarantorName: string;
+  branchCode: string;
+  branchName: string;
+  productCode: string;
+  productName: string;
+  secured: boolean;
+  sanctionedAmount: number;
+  disbursementDate: string;
+  interestRate: number;
+  outstandingBalance: number;
+  overdueAmount: number;
+  overdueDays: number;
+  overdueDaysQuarterAgo: number;
+  collateralValue: number;
+  lastPaymentDate: string;
+  isLossAsset: boolean;
+  isRestructured: boolean;
+  provisionCoverageRatio: number;
+  recoveries: RecoveryTxn[];
+  /** '—' for Standard/SMA accounts — only NPA accounts are actually assigned a reason. */
+  npaReason: string;
+  /** '—' for Standard accounts — SMA and NPA accounts get a recovery officer assigned for follow-up. */
+  recoveryOfficer: string;
+  legalActionStatus: LegalActionStatus;
+}
+
+// -------------------------------------------------------------------------
+// Date helpers
+// -------------------------------------------------------------------------
+function fmt(d: Date): string {
+  return `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
+}
+
+function addDays(d: Date, days: number): Date {
+  const r = new Date(d);
+  r.setDate(r.getDate() + days);
+  return r;
+}
+
+/** Parses a "DD-MM-YYYY" string back into a Date, so generated dates can be compared/ordered
+ *  against each other (e.g. "is this recovery more recent than the last-payment estimate?"). */
+function parseDMY(s: string): Date {
+  const [
+    d,
+    m,
+    y
+  ] = s.split('-').map(Number);
+  return new Date(y, m - 1, d);
+}
+
+export function todayDDMMYYYY(): string {
+  return fmt(new Date());
+}
+
+// -------------------------------------------------------------------------
+// Seeded RNG — keeps the generated book stable across reloads
+// -------------------------------------------------------------------------
+function mulberry32(seed: number): () => number {
+  return function random(): number {
+    seed |= 0;
+    seed = (seed + 0x6d2b79f5) | 0;
+    let t = Math.imul(seed ^ (seed >>> 15), 1 | seed);
+    t = (t + Math.imul(t ^ (t >>> 7), 61 | t)) ^ t;
+    return ((t ^ (t >>> 14)) >>> 0) / 4294967296;
+  };
+}
+const rng = mulberry32(19870614);
+const pick = <T>(arr: T[]): T => arr[Math.floor(rng() * arr.length)];
+const between = (min: number, max: number): number => min + rng() * (max - min);
+const round = (n: number): number => Math.round(n);
+
+// -------------------------------------------------------------------------
+// Masters
+// -------------------------------------------------------------------------
+export interface BranchMaster {
+  code: string;
+  name: string;
+}
+// BR01/BR02 are deliberately named "Branch 1"/"Branch 2" — identical to the two branches in
+// cash-clearing-transfer-summary.component.ts — so a single pair of real office names in the DB
+// gets recognised by BOTH reports instead of each module expecting a different branch name.
+export const BRANCHES: BranchMaster[] = [
+  { code: 'BR01', name: 'Branch 1' },
+  { code: 'BR02', name: 'Branch 2' },
+  { code: 'BR03', name: 'Borivali Branch' },
+  { code: 'BR04', name: 'Thane Branch' },
+  { code: 'BR05', name: 'Pune Branch' },
+  { code: 'BR06', name: 'Nashik Branch' },
+  { code: 'BR07', name: 'Nagpur Branch' },
+  { code: 'BR08', name: 'Kolhapur Branch' }
+];
+
+interface ProductMaster {
+  code: string;
+  name: string;
+  secured: boolean;
+  minAmt: number;
+  maxAmt: number;
+  minRate: number;
+  maxRate: number;
+}
+export const LOAN_PRODUCTS: ProductMaster[] = [
+  {
+    code: '01',
+    name: 'Cash Credit (MSME)',
+    secured: true,
+    minAmt: 500000,
+    maxAmt: 5000000,
+    minRate: 11,
+    maxRate: 13.5
+  },
+  { code: '02', name: 'Term Loan - MSME', secured: true, minAmt: 300000, maxAmt: 3000000, minRate: 11, maxRate: 14 },
+  { code: '03', name: 'Housing Loan', secured: true, minAmt: 1000000, maxAmt: 4000000, minRate: 8.5, maxRate: 10.5 },
+  { code: '04', name: 'Vehicle Loan', secured: true, minAmt: 300000, maxAmt: 1500000, minRate: 9, maxRate: 11.5 },
+  { code: '05', name: 'Gold Loan', secured: true, minAmt: 50000, maxAmt: 1000000, minRate: 9, maxRate: 12 },
+  { code: '06', name: 'Kisan Credit Card', secured: true, minAmt: 100000, maxAmt: 500000, minRate: 7, maxRate: 9 },
+  { code: '07', name: 'Personal Loan', secured: false, minAmt: 50000, maxAmt: 500000, minRate: 13, maxRate: 16 },
+  { code: '08', name: 'Education Loan', secured: false, minAmt: 200000, maxAmt: 1500000, minRate: 10, maxRate: 12 },
+  {
+    code: '09',
+    name: 'SHG / Micro Finance Loan',
+    secured: false,
+    minAmt: 20000,
+    maxAmt: 200000,
+    minRate: 12,
+    maxRate: 14
+  },
+  {
+    code: '10',
+    name: 'Overdraft Against Property',
+    secured: true,
+    minAmt: 500000,
+    maxAmt: 2500000,
+    minRate: 11,
+    maxRate: 13
+  }
+];
+
+const FIRST_NAMES = [
+  'Ramesh',
+  'Suresh',
+  'Mahesh',
+  'Ganesh',
+  'Dinesh',
+  'Vijay',
+  'Sanjay',
+  'Ajay',
+  'Prakash',
+  'Vinod',
+  'Sunita',
+  'Anita',
+  'Kavita',
+  'Savita',
+  'Rekha',
+  'Meena',
+  'Pooja',
+  'Sangita',
+  'Nirmala',
+  'Usha',
+  'Ravindra',
+  'Mahendra',
+  'Narendra',
+  'Jitendra',
+  'Rajendra',
+  'Bhagwan',
+  'Balasaheb',
+  'Vasant',
+  'Shivaji',
+  'Yogesh',
+  'Kiran',
+  'Manisha',
+  'Deepak',
+  'Sandeep',
+  'Pradeep',
+  'Ashok',
+  'Vishal',
+  'Nitin',
+  'Amol',
+  'Santosh'
+];
+const LAST_NAMES = [
+  'Patil',
+  'More',
+  'Jadhav',
+  'Deshmukh',
+  'Pawar',
+  'Kulkarni',
+  'Shinde',
+  'Gaikwad',
+  'Chavan',
+  'Bhosale',
+  'Kale',
+  'Salunkhe',
+  'Sawant',
+  'Kadam',
+  'Joshi',
+  'Wagh',
+  'Thorat',
+  'Waghmare',
+  'Mane',
+  'Shaikh'
+];
+
+const NPA_REASONS = [
+  'Crop Failure / Agri Distress',
+  'Business Loss',
+  'Health Issue / Death of Borrower',
+  'Diversion of Funds',
+  'Wilful Default',
+  'Natural Calamity',
+  'Loss of Employment',
+  'Family Dispute / Litigation',
+  'Delayed Receivables from Debtors',
+  'Unit Closure'
+];
+
+/** Recovery officers are bank staff, kept distinct from the FIRST_NAMES/LAST_NAMES pool used for
+ *  customers so a name never accidentally reads as "the officer is also the borrower". */
+const RECOVERY_OFFICERS = [
+  'Anil Deshpande',
+  'Sunil Kadam',
+  'Vikas Pathak',
+  'Rajendra More',
+  'Sachin Bhagat',
+  'Prashant Jagtap',
+  'Milind Kulkarni',
+  'Ravi Ghadge'
+];
+
+// -------------------------------------------------------------------------
+// Weighted stage buckets — used only to seed a realistic distribution of
+// overdue-day counts; the actual classification is always re-derived from
+// `overdueDays` via classifyDays(), never stored directly.
+// -------------------------------------------------------------------------
+interface StageBucket {
+  weight: number;
+  minDays: number;
+  maxDays: number;
+  isLossPool: boolean;
+}
+const BUCKETS: StageBucket[] = [
+  { weight: 60, minDays: 0, maxDays: 0, isLossPool: false },
+  { weight: 10, minDays: 1, maxDays: 30, isLossPool: false },
+  { weight: 7, minDays: 31, maxDays: 60, isLossPool: false },
+  { weight: 6, minDays: 61, maxDays: 90, isLossPool: false },
+  { weight: 9, minDays: 91, maxDays: 365, isLossPool: false },
+  { weight: 4, minDays: 366, maxDays: 730, isLossPool: false },
+  { weight: 2.5, minDays: 731, maxDays: 1095, isLossPool: false },
+  { weight: 1.5, minDays: 1096, maxDays: 1900, isLossPool: true }
+];
+const TOTAL_WEIGHT = BUCKETS.reduce((s, b) => s + b.weight, 0);
+
+function pickBucket(): StageBucket {
+  let r = rng() * TOTAL_WEIGHT;
+  for (const b of BUCKETS) {
+    if (r < b.weight) {
+      return b;
+    }
+    r -= b.weight;
+  }
+  return BUCKETS[0];
+}
+
+/** Recovery-workflow progression — only NPA accounts get any legal action, and the more
+ *  advanced/stressed the classification, the more likely the bank has already escalated. */
+function legalActionFor(stage: NpaStage): LegalActionStatus {
+  if (!isNpaStage(stage)) {
+    return 'NONE';
+  }
+  const r = rng();
+  if (stage === 'SUBSTANDARD') {
+    return r < 0.2 ? 'NOTICE_ISSUED' : 'NONE';
+  }
+  if (stage === 'DOUBTFUL1') {
+    if (r < 0.15) return 'OTS_NEGOTIATION';
+    if (r < 0.45) return 'SARFAESI_INITIATED';
+    if (r < 0.65) return 'NOTICE_ISSUED';
+    return 'NONE';
+  }
+  // DOUBTFUL2, DOUBTFUL3, LOSS
+  if (r < 0.1) return 'OTS_NEGOTIATION';
+  if (r < 0.55) return 'SUIT_FILED';
+  if (r < 0.8) return 'SARFAESI_INITIATED';
+  if (r < 0.9) return 'NOTICE_ISSUED';
+  return 'NONE';
+}
+
+function generateAccounts(count: number): LoanAccount[] {
+  const today = new Date();
+  const accounts: LoanAccount[] = [];
+  for (let i = 0; i < count; i++) {
+    const branch = pick(BRANCHES);
+    const product = pick(LOAN_PRODUCTS);
+    const bucket = pickBucket();
+    const overdueDays = bucket.maxDays === 0 ? 0 : round(between(bucket.minDays, bucket.maxDays));
+    const isLossAsset = bucket.isLossPool && rng() < 0.4;
+    // Restructured accounts skew towards the already-stressed buckets (SMA-2 and worse),
+    // matching how RBI restructuring relief is actually used in practice.
+    const stressed = classifyDays(overdueDays, isLossAsset);
+    const isRestructured =
+      rng() < (stressed === 'STANDARD' || stressed === 'SMA0' || stressed === 'SMA1' ? 0.04 : 0.18);
+
+    const sanctionedAmount = round(between(product.minAmt, product.maxAmt) / 1000) * 1000;
+    // The loan must be old enough to have actually accrued `overdueDays` of delinquency, plus a
+    // minimum "good" performing stretch beforehand — otherwise a badly-overdue account could end
+    // up with a disbursement date that falls AFTER its own last-payment/NPA date, which would look
+    // wrong no matter what day this report is viewed on.
+    const minGoodPeriodDays = round(between(30, 180));
+    const loanAgeDays = Math.max(round(between(0.5, 8) * 365), overdueDays + minGoodPeriodDays);
+    const disbursementDate = fmt(addDays(today, -loanAgeDays));
+    const interestRate = +between(product.minRate, product.maxRate).toFixed(2);
+    const outstandingBalance = round(sanctionedAmount * between(0.25, 0.9));
+    const overdueFrac = overdueDays === 0 ? 0 : Math.min(0.85, overdueDays / 1200 + between(0, 0.15));
+    const overdueAmount = round(outstandingBalance * overdueFrac);
+    const collateralValue = product.secured ? round(sanctionedAmount * between(0.85, 1.25)) : 0;
+
+    const npaReason = isNpaStage(stressed) ? pick(NPA_REASONS) : '—';
+    const recoveryOfficer = isNpaStage(stressed) || isSmaStage(stressed) ? pick(RECOVERY_OFFICERS) : '—';
+    const legalActionStatus = legalActionFor(stressed);
+
+    // Quarter-ago overdue count is capped at how old the loan actually was 90 days back — a loan
+    // can't have been overdue for longer than it had existed at that point in time.
+    const drift = round((rng() - 0.4) * 130);
+    const maxQuarterAgoOverdueDays = Math.max(0, loanAgeDays - 90);
+    const overdueDaysQuarterAgo = Math.min(Math.max(0, overdueDays - drift), maxQuarterAgoOverdueDays);
+
+    const recoveries: RecoveryTxn[] = [];
+    if (overdueDays > 90 && rng() < 0.5) {
+      const numRecoveries = 1 + Math.floor(rng() * 3);
+      for (let r = 0; r < numRecoveries; r++) {
+        recoveries.push({
+          date: fmt(addDays(today, -round(between(10, Math.min(overdueDays, 400))))),
+          amount: round(outstandingBalance * between(0.02, 0.12)),
+          mode: pick([
+            'Cash Deposit',
+            'Cheque',
+            'NEFT/RTGS',
+            'Auction / SARFAESI',
+            'One-Time Settlement'
+          ])
+        });
+      }
+    }
+
+    // A recorded recovery IS a payment — if one landed more recently than the formula-based
+    // last-payment estimate, the account's "last payment" must reflect that, otherwise the two
+    // fields on the Account Detail screen would visibly contradict each other.
+    const formulaLastPaymentDate = fmt(addDays(today, -Math.max(5, overdueDays - round(between(0, 20)))));
+    const latestRecoveryDate = recoveries.reduce<Date | null>((latest, r) => {
+      const d = parseDMY(r.date);
+      return !latest || d > latest ? d : latest;
+    }, null);
+    const lastPaymentDate =
+      latestRecoveryDate && latestRecoveryDate > parseDMY(formulaLastPaymentDate)
+        ? fmt(latestRecoveryDate)
+        : formulaLastPaymentDate;
+
+    const seq = String(1000 + i).padStart(6, '0');
+    accounts.push({
+      accountNo: `1${branch.code.slice(2)}${product.code}${seq}`,
+      customerName: `${pick(FIRST_NAMES)} ${pick(LAST_NAMES)}`,
+      guarantorName: `${pick(FIRST_NAMES)} ${pick(LAST_NAMES)}`,
+      branchCode: branch.code,
+      branchName: branch.name,
+      productCode: product.code,
+      productName: product.name,
+      secured: product.secured,
+      sanctionedAmount,
+      disbursementDate,
+      interestRate,
+      outstandingBalance,
+      overdueAmount,
+      overdueDays,
+      overdueDaysQuarterAgo,
+      collateralValue,
+      lastPaymentDate,
+      isLossAsset,
+      isRestructured,
+      provisionCoverageRatio: +between(0.75, 1.1).toFixed(2),
+      recoveries,
+      npaReason,
+      recoveryOfficer,
+      legalActionStatus
+    });
+  }
+  return accounts;
+}
+
+// 8 branches x ~80 accounts/branch on average — sized to look like a real cooperative bank's
+// loan book rather than a token demo sample. Pagination in the reports UI is what makes a book
+// this size usable, not a smaller dataset.
+export const LOAN_ACCOUNTS: LoanAccount[] = generateAccounts(640);
+
+// -------------------------------------------------------------------------
+// Classification & provisioning (RBI IRAC norms, simplified for a demo book)
+// -------------------------------------------------------------------------
+export function classifyDays(days: number, isLossAsset: boolean): NpaStage {
+  if (isLossAsset && days > 1095) {
+    return 'LOSS';
+  }
+  if (days <= 0) {
+    return 'STANDARD';
+  }
+  if (days <= 30) {
+    return 'SMA0';
+  }
+  if (days <= 60) {
+    return 'SMA1';
+  }
+  if (days <= 90) {
+    return 'SMA2';
+  }
+  if (days <= 365) {
+    return 'SUBSTANDARD';
+  }
+  if (days <= 730) {
+    return 'DOUBTFUL1';
+  }
+  if (days <= 1095) {
+    return 'DOUBTFUL2';
+  }
+  return 'DOUBTFUL3';
+}
+
+export function currentStage(a: LoanAccount): NpaStage {
+  return classifyDays(a.overdueDays, a.isLossAsset);
+}
+
+export function previousStage(a: LoanAccount): NpaStage {
+  return classifyDays(a.overdueDaysQuarterAgo, a.isLossAsset && a.overdueDaysQuarterAgo > 1095);
+}
+
+export function provisionRatePct(stage: NpaStage, secured: boolean): number {
+  switch (stage) {
+    case 'STANDARD':
+    case 'SMA0':
+    case 'SMA1':
+      return 0.4;
+    case 'SMA2':
+      return 0.75;
+    case 'SUBSTANDARD':
+      return secured ? 15 : 25;
+    case 'DOUBTFUL1':
+      return secured ? 25 : 100;
+    case 'DOUBTFUL2':
+      return secured ? 40 : 100;
+    case 'DOUBTFUL3':
+    case 'LOSS':
+      return 100;
+  }
+}
+
+export function provisionRequired(a: LoanAccount): number {
+  const stage = currentStage(a);
+  if (!isNpaStage(stage)) {
+    return round(a.outstandingBalance * (provisionRatePct(stage, a.secured) / 100));
+  }
+  const securedPortion = Math.min(a.outstandingBalance, a.collateralValue);
+  const unsecuredPortion = Math.max(0, a.outstandingBalance - a.collateralValue);
+  const securedRate = provisionRatePct(stage, true) / 100;
+  const unsecuredRate = provisionRatePct(stage, false) / 100;
+  return round(securedPortion * securedRate + unsecuredPortion * unsecuredRate);
+}
+
+/** Provision held can run a little above or below what's required (over/under-provisioning
+ *  happens in real banks) — but it can never exceed the account's own outstanding balance, since
+ *  a bank cannot hold more provision than the money actually at risk on that one loan. */
+export function provisionHeld(a: LoanAccount): number {
+  return Math.min(a.outstandingBalance, round(provisionRequired(a) * a.provisionCoverageRatio));
+}
+
+/** Interest income de-recognised because the account has been NPA for longer than 90 days. */
+export function interestReversed(a: LoanAccount): number {
+  const stage = currentStage(a);
+  if (!isNpaStage(stage)) {
+    return 0;
+  }
+  const daysSinceNpa = Math.max(0, a.overdueDays - 90);
+  return round(a.outstandingBalance * (a.interestRate / 100) * (daysSinceNpa / 365));
+}
+
+/** Date the account first crossed 90 days overdue (i.e. became NPA) — derived from overdueDays,
+ *  never stored separately, so it always agrees with the account's current classification. */
+export function npaSinceDate(a: LoanAccount): string {
+  if (!isNpaStage(currentStage(a))) {
+    return '—';
+  }
+  const daysSinceNpa = Math.max(0, a.overdueDays - 90);
+  return fmt(addDays(new Date(), -daysSinceNpa));
+}
+
+export function totalRecovered(a: LoanAccount): number {
+  return a.recoveries.reduce((s, r) => s + r.amount, 0);
+}
+
+export function movementLabel(prev: NpaStage, curr: NpaStage): string {
+  if (prev === curr) {
+    return 'No Change';
+  }
+  const prevIdx = STAGE_ORDER.indexOf(prev);
+  const currIdx = STAGE_ORDER.indexOf(curr);
+  if (currIdx > prevIdx) {
+    return !isNpaStage(prev) && isNpaStage(curr) ? 'Fresh Slippage to NPA' : 'Downgraded';
+  }
+  return isNpaStage(prev) && !isNpaStage(curr) ? 'Upgraded to Standard' : 'Improved';
+}
+
+// -------------------------------------------------------------------------
+// Report menu metadata — drives both the shell mega-menu routerLinks and the
+// in-page group/report tab rows, so a menu item and its screen can never
+// point at different labels.
+// -------------------------------------------------------------------------
+export type ReportGroupId = 'reports' | 'analysis' | 'classification';
+export interface ReportMeta {
+  id: string;
+  group: ReportGroupId;
+  label: string;
+}
+export const REPORT_META: ReportMeta[] = [
+  { id: 'interest', group: 'reports', label: 'NPA Interest' },
+  { id: 'status', group: 'reports', label: 'NPA Status Report' },
+  { id: 'recovery', group: 'reports', label: 'NPA Recovery Report' },
+  { id: 'summary', group: 'reports', label: 'NPA Summary Report' },
+  { id: 'account-detail', group: 'analysis', label: 'NPA Account Detail Report' },
+  { id: 'movement', group: 'analysis', label: 'NPA Movement Report' },
+  { id: 'provision', group: 'analysis', label: 'NPA with Provision and Required Provision' },
+  { id: 'probable', group: 'classification', label: 'Probable NPA' },
+  { id: 'sma', group: 'classification', label: 'SMA Report' }
+];
+export const GROUP_LABELS: Record<ReportGroupId, string> = {
+  reports: 'NPA Reports',
+  analysis: 'NPA Analysis',
+  classification: 'NPA Classification'
+};
+export const DEFAULT_REPORT_ID = 'summary';

src/app/npa/npa-reports/npa-reports.component.html

@@ -0,0 +1,949 @@
+<!--
+  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">CREDIT · NON-PERFORMING ASSETS · {{ scopeName | uppercase }}</div>
+      <h1 class="pg-title">{{ reportLabel(activeReport) }}</h1>
+      <p class="pg-sub">
+        RBI IRAC-norm classification (Standard → SMA-0/1/2 → Sub-Standard → Doubtful-1/2/3 → Loss) across
+        {{ allAccounts.length }} of the bank's {{ bankWideTotalAccounts }} loan accounts, as on {{ asOnDate }}.
+      </p>
+    </div>
+    <div class="pg-toolbar">
+      @if (isHeadOffice) {
+        <label class="pg-field">
+          <span>Branch</span>
+          <select class="pg-select" [ngModel]="branchFilter" (ngModelChange)="setBranch($event)">
+            <option value="">-- All Branches --</option>
+            @for (b of branches; track b.code) {
+              <option [value]="b.code">{{ b.name }}</option>
+            }
+          </select>
+        </label>
+      } @else {
+        <label class="pg-field">
+          <span>Branch</span>
+          <span class="pg-chip">{{ scopeName }}</span>
+        </label>
+      }
+      <label class="pg-field">
+        <span>As On</span>
+        <input type="text" [(ngModel)]="asOnDate" placeholder="DD-MM-YYYY" />
+      </label>
+      <button type="button" class="pg-btn pg-btn--primary" (click)="generate()">Generate</button>
+    </div>
+  </header>
+
+  <div class="inv-kpis npa-kpis--ratio">
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Total Advances</span>
+      <span class="inv-kpi__value">₹{{ totalAdvances | number: '1.0-0' }}</span>
+      <span class="inv-kpi__sub">{{ allAccounts.length }} accounts</span>
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Gross NPA (GNPA)</span>
+      <span class="inv-kpi__value npa-warn">₹{{ gnpaAmount | number: '1.0-0' }}</span>
+      <span class="inv-kpi__sub"
+        >{{ npaAccounts.length }} accounts · {{ gnpaRatio | number: '1.2-2' }}% of advances</span
+      >
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Net NPA (NNPA)</span>
+      <span class="inv-kpi__value npa-warn">₹{{ netNpaAmount | number: '1.0-0' }}</span>
+      <span class="inv-kpi__sub">{{ nnpaRatio | number: '1.2-2' }}% of advances</span>
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Provision Held (NPA)</span>
+      <span class="inv-kpi__value">₹{{ totalNpaProvisionHeld | number: '1.0-0' }}</span>
+      <span class="inv-kpi__sub">Recovered to date ₹{{ totalRecoveredAmount | number: '1.0-0' }}</span>
+    </div>
+    <div class="inv-kpi">
+      <span class="inv-kpi__label">Restructured Accounts</span>
+      <span class="inv-kpi__value">{{ restructuredAccounts.length }}</span>
+      <span class="inv-kpi__sub">₹{{ restructuredOutstanding | number: '1.0-0' }} outstanding</span>
+    </div>
+  </div>
+
+  <div class="cctr-tabs">
+    @for (g of ['reports', 'analysis', 'classification']; track g) {
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeGroup === g"
+        (click)="goToReport(groupOf(g)[0].id)"
+      >
+        {{ groupLabels[g] }}
+      </button>
+    }
+  </div>
+
+  <div class="cctr-tabs">
+    @for (m of groupOf(activeGroup); track m.id) {
+      <button
+        type="button"
+        class="pg-btn pg-btn--ghost"
+        [class.pg-btn--active]="activeReport === m.id"
+        (click)="goToReport(m.id)"
+      >
+        {{ m.label }}
+      </button>
+    }
+  </div>
+
+  <!-- ===================== 01 NPA INTEREST ===================== -->
+  @if (activeReport === 'interest') {
+    <div class="pg-card">
+      <div class="pos-section-label">NPA Interest — Income Reversed on Non-Performing Accounts</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Account No</th>
+            <th>Customer</th>
+            <th>Branch</th>
+            <th>Product</th>
+            <th>Stage</th>
+            <th class="num">Outstanding</th>
+            <th class="num">Rate</th>
+            <th class="num">Overdue Days</th>
+            <th class="num col-out">Interest Reversed</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (a of paged(npaAccounts); track a.accountNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ a.accountNo }}</span>
+              </td>
+              <td>{{ a.customerName }}</td>
+              <td>{{ a.branchName }}</td>
+              <td>{{ a.productName }}</td>
+              <td>
+                <span [class]="badgeClass(stage(a))">{{ stageLabel(stage(a)) }}</span>
+              </td>
+              <td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
+              <td class="num">{{ a.interestRate }}%</td>
+              <td class="num">{{ a.overdueDays }}</td>
+              <td class="num col-out">₹{{ interestRev(a) | number: '1.0-0' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="9" class="pg-empty">No NPA accounts in this branch.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="8">Total Interest Reversed ({{ npaAccounts.length }} accounts)</td>
+            <td class="num">₹{{ sumInterest(npaAccounts) | number: '1.0-0' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+      @if (npaAccounts.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(npaAccounts) }}–{{ rangeEnd(npaAccounts) }} of {{ npaAccounts.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, npaAccounts)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(npaAccounts) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(npaAccounts)"
+              (click)="goToPage(currentPage + 1, npaAccounts)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+
+  <!-- ===================== 02 NPA STATUS REPORT ===================== -->
+  @if (activeReport === 'status') {
+    <div class="pg-card">
+      <div class="pos-section-label">NPA Status Report — Full Non-Performing Book</div>
+      <div class="pg-table-scroll">
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Account No</th>
+              <th>Customer</th>
+              <th>Branch</th>
+              <th>Product</th>
+              <th>Secured</th>
+              <th class="num">Outstanding</th>
+              <th class="num">Overdue Amount</th>
+              <th class="num">Overdue Days</th>
+              <th>NPA Since</th>
+              <th>Stage</th>
+              <th>Restructured</th>
+              <th>Legal Action</th>
+              <th class="num col-out">Provision Required</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (a of paged(npaAccounts); track a.accountNo) {
+              <tr>
+                <td>
+                  <span class="pg-chip">{{ a.accountNo }}</span>
+                </td>
+                <td>{{ a.customerName }}</td>
+                <td>{{ a.branchName }}</td>
+                <td>{{ a.productName }}</td>
+                <td>{{ a.secured ? 'Yes' : 'No' }}</td>
+                <td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
+                <td class="num">₹{{ a.overdueAmount | number: '1.0-0' }}</td>
+                <td class="num">{{ a.overdueDays }}</td>
+                <td>{{ npaSince(a) }}</td>
+                <td>
+                  <span [class]="badgeClass(stage(a))">{{ stageLabel(stage(a)) }}</span>
+                </td>
+                <td>{{ a.isRestructured ? 'Yes' : 'No' }}</td>
+                <td [class]="legalActionClass(a.legalActionStatus)">{{ legalActionLabel(a.legalActionStatus) }}</td>
+                <td class="num col-out">₹{{ provisionReq(a) | number: '1.0-0' }}</td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="13" class="pg-empty">No NPA accounts in this branch.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+      @if (npaAccounts.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(npaAccounts) }}–{{ rangeEnd(npaAccounts) }} of {{ npaAccounts.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, npaAccounts)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(npaAccounts) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(npaAccounts)"
+              (click)="goToPage(currentPage + 1, npaAccounts)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+
+  <!-- ===================== 03 NPA RECOVERY REPORT ===================== -->
+  @if (activeReport === 'recovery') {
+    <div class="pg-card">
+      <div class="pos-section-label">Record a Recovery Against an NPA Account</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field">
+          <span>* NPA Account</span>
+          <select [(ngModel)]="newRecovery.accountNo">
+            <option value="">-- Select --</option>
+            @for (a of recoveryOptions; track a.accountNo) {
+              <option [value]="a.accountNo">
+                {{ a.accountNo }} — {{ a.customerName }} ({{ stageLabel(stage(a)) }})
+              </option>
+            }
+          </select>
+        </label>
+        <label class="inv-form-field">
+          <span>* Recovery Date</span>
+          <input type="text" [(ngModel)]="newRecovery.date" placeholder="DD-MM-YYYY" />
+        </label>
+        <label class="inv-form-field">
+          <span>* Recovery Amount</span>
+          <input type="number" [(ngModel)]="newRecovery.amount" />
+        </label>
+        <label class="inv-form-field">
+          <span>Mode</span>
+          <select [(ngModel)]="newRecovery.mode">
+            <option>Cash Deposit</option>
+            <option>Cheque</option>
+            <option>NEFT/RTGS</option>
+            <option>Auction / SARFAESI</option>
+            <option>One-Time Settlement</option>
+          </select>
+        </label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="addRecovery()">Save Recovery Entry</button>
+      </div>
+    </div>
+
+    <div class="pg-card">
+      <div class="pos-section-label">
+        NPA Recovery Register — ₹{{ totalRecoveredAmount | number: '1.0-0' }} recovered against ₹{{
+          gnpaAmount | number: '1.0-0'
+        }}
+        GNPA outstanding
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Account No</th>
+            <th>Customer</th>
+            <th>Branch</th>
+            <th>Mode</th>
+            <th class="num col-in">Recovered Amount</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of paged(recoveryRows); track r.accountNo + r.date + r.amount) {
+            <tr>
+              <td>{{ r.date }}</td>
+              <td>
+                <span class="pg-chip">{{ r.accountNo }}</span>
+              </td>
+              <td>{{ r.customerName }}</td>
+              <td>{{ r.branchName }}</td>
+              <td>{{ r.mode }}</td>
+              <td class="num col-in">₹{{ r.amount | number: '1.0-0' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="6" class="pg-empty">No recoveries recorded yet.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="5">Total Recovered</td>
+            <td class="num">₹{{ totalRecoveredAmount | number: '1.0-0' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+      @if (recoveryRows.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(recoveryRows) }}–{{ rangeEnd(recoveryRows) }} of {{ recoveryRows.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, recoveryRows)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(recoveryRows) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(recoveryRows)"
+              (click)="goToPage(currentPage + 1, recoveryRows)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+
+  <!-- ===================== 04 NPA SUMMARY REPORT ===================== -->
+  @if (activeReport === 'summary') {
+    <div class="pg-card">
+      <div class="pos-section-label">Stage-wise Summary — {{ scopeName }}</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Classification</th>
+            <th class="num">Accounts</th>
+            <th class="num">Outstanding</th>
+            <th class="num col-out">Provision Required</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (row of stageSummary; track row.stage) {
+            <tr>
+              <td>
+                <span [class]="badgeClass(row.stage)">{{ row.label }}</span>
+              </td>
+              <td class="num">{{ row.count }}</td>
+              <td class="num">₹{{ row.outstanding | number: '1.0-0' }}</td>
+              <td class="num col-out">₹{{ row.provisionReq | number: '1.0-0' }}</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td>Total</td>
+            <td class="num">{{ grandTotalAccounts }}</td>
+            <td class="num">₹{{ grandTotalOutstanding | number: '1.0-0' }}</td>
+            <td class="num">₹{{ grandTotalProvision | number: '1.0-0' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+
+    @if (isHeadOffice && !branchFilter) {
+      <div class="pg-card">
+        <div class="pos-section-label">Branch-wise NPA Summary — All Branches</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Branch</th>
+              <th class="num">Total Accounts</th>
+              <th class="num">Total Advances</th>
+              <th class="num">NPA Accounts</th>
+              <th class="num col-out">GNPA Outstanding</th>
+              <th class="num col-out">Provision Required</th>
+              <th class="num">GNPA %</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (row of branchSummary; track row.branchCode) {
+              <tr>
+                <td>
+                  <a href="javascript:void(0)" (click)="setBranch(row.branchCode)">{{ row.branchName }}</a>
+                </td>
+                <td class="num">{{ row.totalAccounts }}</td>
+                <td class="num">₹{{ row.totalAdvances | number: '1.0-0' }}</td>
+                <td class="num">{{ row.npaCount }}</td>
+                <td class="num col-out">₹{{ row.npaOutstanding | number: '1.0-0' }}</td>
+                <td class="num col-out">₹{{ row.provisionReq | number: '1.0-0' }}</td>
+                <td class="num">{{ row.gnpaRatio | number: '1.2-2' }}%</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  }
+
+  <!-- ===================== 05 NPA ACCOUNT DETAIL REPORT ===================== -->
+  @if (activeReport === 'account-detail') {
+    <div class="pg-card">
+      <div class="pos-section-label">Search NPA Account</div>
+      <div class="inv-form-grid">
+        <label class="inv-form-field npa-form-field--full">
+          <span>Account No / Customer</span>
+          <select [(ngModel)]="selectedAccountNo">
+            @for (a of npaAccounts; track a.accountNo) {
+              <option [value]="a.accountNo">{{ a.accountNo }} — {{ a.customerName }} ({{ a.branchName }})</option>
+            }
+          </select>
+        </label>
+      </div>
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="searchAccount()">View Details</button>
+      </div>
+    </div>
+
+    @if (selectedAccount; as a) {
+      <div class="pg-card">
+        <div class="pos-section-label">
+          {{ a.accountNo }} — {{ a.customerName }}
+          <span [class]="badgeClass(stage(a))">{{ stageLabel(stage(a)) }}</span>
+        </div>
+        <dl class="npa-detail-grid">
+          <div class="npa-detail-field">
+            <dt>Branch</dt>
+            <dd>{{ a.branchName }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Product</dt>
+            <dd>{{ a.productName }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Secured</dt>
+            <dd>{{ a.secured ? 'Yes' : 'No' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Guarantor</dt>
+            <dd>{{ a.guarantorName }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Sanctioned Amount</dt>
+            <dd>₹{{ a.sanctionedAmount | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Disbursement Date</dt>
+            <dd>{{ a.disbursementDate }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Interest Rate</dt>
+            <dd>{{ a.interestRate }}%</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Outstanding Balance</dt>
+            <dd>₹{{ a.outstandingBalance | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Overdue Amount</dt>
+            <dd>₹{{ a.overdueAmount | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Overdue Days</dt>
+            <dd>{{ a.overdueDays }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>NPA Since</dt>
+            <dd>{{ npaSince(a) }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Restructured</dt>
+            <dd>{{ a.isRestructured ? 'Yes' : 'No' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Last Payment Date</dt>
+            <dd>{{ a.lastPaymentDate }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Collateral Value</dt>
+            <dd>₹{{ a.collateralValue | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Provisioning Rate</dt>
+            <dd>{{ provisionRate(a) }}%</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Provision Required</dt>
+            <dd>₹{{ provisionReq(a) | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Provision Held</dt>
+            <dd>₹{{ provisionHeldAmt(a) | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Interest Reversed</dt>
+            <dd>₹{{ interestRev(a) | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Total Recovered</dt>
+            <dd>₹{{ recovered(a) | number: '1.0-0' }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Movement (vs Last Quarter)</dt>
+            <dd>{{ movement(a) }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>NPA Reason</dt>
+            <dd>{{ a.npaReason }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Recovery Officer</dt>
+            <dd>{{ a.recoveryOfficer }}</dd>
+          </div>
+          <div class="npa-detail-field">
+            <dt>Legal Action Status</dt>
+            <dd [class]="legalActionClass(a.legalActionStatus)">{{ legalActionLabel(a.legalActionStatus) }}</dd>
+          </div>
+        </dl>
+      </div>
+
+      @if (isNpaStageOf(a)) {
+        <div class="pg-card">
+          <div class="pos-section-label">Recovery Action — Update Legal Action Status</div>
+          <div class="inv-form-actions">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="a.legalActionStatus === 'NOTICE_ISSUED'"
+              (click)="updateLegalAction(a, 'NOTICE_ISSUED')"
+            >
+              Issue Demand Notice
+            </button>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="a.legalActionStatus === 'SARFAESI_INITIATED'"
+              (click)="updateLegalAction(a, 'SARFAESI_INITIATED')"
+            >
+              Initiate SARFAESI Action
+            </button>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="a.legalActionStatus === 'SUIT_FILED'"
+              (click)="updateLegalAction(a, 'SUIT_FILED')"
+            >
+              File Recovery Suit
+            </button>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="a.legalActionStatus === 'OTS_NEGOTIATION'"
+              (click)="updateLegalAction(a, 'OTS_NEGOTIATION')"
+            >
+              Mark OTS Negotiation
+            </button>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="a.legalActionStatus === 'NONE'"
+              (click)="updateLegalAction(a, 'NONE')"
+            >
+              Reset to No Action
+            </button>
+          </div>
+        </div>
+      }
+
+      <div class="pg-card">
+        <div class="pos-section-label">Recovery History</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Date</th>
+              <th>Mode</th>
+              <th class="num col-in">Amount</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (r of a.recoveries; track r.date + r.amount) {
+              <tr>
+                <td>{{ r.date }}</td>
+                <td>{{ r.mode }}</td>
+                <td class="num col-in">₹{{ r.amount | number: '1.0-0' }}</td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="3" class="pg-empty">No recoveries recorded against this account.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  }
+
+  <!-- ===================== 06 NPA MOVEMENT REPORT ===================== -->
+  @if (activeReport === 'movement') {
+    <div class="pg-card">
+      <div class="pos-section-label">Classification Movement — Current Quarter vs Previous Quarter</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Account No</th>
+            <th>Customer</th>
+            <th>Branch</th>
+            <th>Previous Stage</th>
+            <th>Current Stage</th>
+            <th>Movement</th>
+            <th class="num">Outstanding</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (a of paged(movedAccounts); track a.accountNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ a.accountNo }}</span>
+              </td>
+              <td>{{ a.customerName }}</td>
+              <td>{{ a.branchName }}</td>
+              <td>
+                <span [class]="badgeClass(prevStage(a))">{{ stageLabel(prevStage(a)) }}</span>
+              </td>
+              <td>
+                <span [class]="badgeClass(stage(a))">{{ stageLabel(stage(a)) }}</span>
+              </td>
+              <td>{{ movement(a) }}</td>
+              <td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="7" class="pg-empty">No classification movement in this branch.</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+      @if (movedAccounts.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(movedAccounts) }}–{{ rangeEnd(movedAccounts) }} of {{ movedAccounts.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, movedAccounts)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(movedAccounts) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(movedAccounts)"
+              (click)="goToPage(currentPage + 1, movedAccounts)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+
+  <!-- ===================== 07 NPA WITH PROVISION AND REQUIRED PROVISION ===================== -->
+  @if (activeReport === 'provision') {
+    <div class="pg-card">
+      <div class="pos-section-label">Provision Held vs Required — Full Loan Book</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Account No</th>
+            <th>Customer</th>
+            <th>Branch</th>
+            <th>Stage</th>
+            <th class="num">Outstanding</th>
+            <th class="num">Rate</th>
+            <th class="num">Provision Required</th>
+            <th class="num">Provision Held</th>
+            <th class="num">Shortfall / (Excess)</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (a of paged(provisionRows); track a.accountNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ a.accountNo }}</span>
+              </td>
+              <td>{{ a.customerName }}</td>
+              <td>{{ a.branchName }}</td>
+              <td>
+                <span [class]="badgeClass(stage(a))">{{ stageLabel(stage(a)) }}</span>
+              </td>
+              <td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
+              <td class="num">{{ provisionRate(a) }}%</td>
+              <td class="num">₹{{ provisionReq(a) | number: '1.0-0' }}</td>
+              <td class="num">₹{{ provisionHeldAmt(a) | number: '1.0-0' }}</td>
+              <td class="num" [class.col-out]="shortfall(a) > 0" [class.col-in]="shortfall(a) < 0">
+                ₹{{ shortfall(a) | number: '1.0-0' }}
+              </td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="6">Total ({{ provisionRows.length }} accounts)</td>
+            <td class="num">₹{{ provisionRequiredTotal | number: '1.0-0' }}</td>
+            <td class="num">₹{{ provisionHeldTotal | number: '1.0-0' }}</td>
+            <td class="num">₹{{ provisionShortfallTotal | number: '1.0-0' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+      @if (provisionRows.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(provisionRows) }}–{{ rangeEnd(provisionRows) }} of {{ provisionRows.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, provisionRows)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(provisionRows) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(provisionRows)"
+              (click)="goToPage(currentPage + 1, provisionRows)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+
+  <!-- ===================== 08 PROBABLE NPA ===================== -->
+  @if (activeReport === 'probable') {
+    <div class="pg-card">
+      <div class="pos-section-label">
+        Probable NPA — SMA-2 Accounts Likely to Slip Next Quarter (61–90 Days Overdue)
+      </div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Account No</th>
+            <th>Customer</th>
+            <th>Branch</th>
+            <th>Product</th>
+            <th class="num">Outstanding</th>
+            <th class="num">Overdue Amount</th>
+            <th class="num">Overdue Days</th>
+            <th>Last Payment</th>
+            <th>Follow-up</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (a of paged(probableNpaAccounts); track a.accountNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ a.accountNo }}</span>
+              </td>
+              <td>{{ a.customerName }}</td>
+              <td>{{ a.branchName }}</td>
+              <td>{{ a.productName }}</td>
+              <td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
+              <td class="num col-out">₹{{ a.overdueAmount | number: '1.0-0' }}</td>
+              <td class="num">{{ a.overdueDays }}</td>
+              <td>{{ a.lastPaymentDate }}</td>
+              <td>
+                <span
+                  class="npa-badge"
+                  [class.npa-badge--sma2]="a.overdueDays > 75"
+                  [class.npa-badge--sma0]="a.overdueDays <= 75"
+                >
+                  {{ a.overdueDays > 75 ? 'Urgent' : 'Monitor' }}
+                </span>
+              </td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="9" class="pg-empty">No SMA-2 accounts in this branch.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="4">Total ({{ probableNpaAccounts.length }} accounts)</td>
+            <td class="num">₹{{ sumOutstanding(probableNpaAccounts) | number: '1.0-0' }}</td>
+            <td colspan="4"></td>
+          </tr>
+        </tfoot>
+      </table>
+      @if (probableNpaAccounts.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(probableNpaAccounts) }}–{{ rangeEnd(probableNpaAccounts) }} of
+            {{ probableNpaAccounts.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, probableNpaAccounts)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(probableNpaAccounts) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(probableNpaAccounts)"
+              (click)="goToPage(currentPage + 1, probableNpaAccounts)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+
+  <!-- ===================== 09 SMA REPORT ===================== -->
+  @if (activeReport === 'sma') {
+    <div class="pg-card">
+      <div class="pos-section-label">Special Mention Accounts — SMA-0 (1–30d) / SMA-1 (31–60d) / SMA-2 (61–90d)</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Account No</th>
+            <th>Customer</th>
+            <th>Branch</th>
+            <th>Product</th>
+            <th>Stage</th>
+            <th class="num">Outstanding</th>
+            <th class="num">Overdue Amount</th>
+            <th class="num">Overdue Days</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (a of paged(smaAccounts); track a.accountNo) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ a.accountNo }}</span>
+              </td>
+              <td>{{ a.customerName }}</td>
+              <td>{{ a.branchName }}</td>
+              <td>{{ a.productName }}</td>
+              <td>
+                <span [class]="badgeClass(stage(a))">{{ stageLabel(stage(a)) }}</span>
+              </td>
+              <td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
+              <td class="num col-out">₹{{ a.overdueAmount | number: '1.0-0' }}</td>
+              <td class="num">{{ a.overdueDays }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="8" class="pg-empty">No SMA accounts in this branch.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="5">Total ({{ smaAccounts.length }} accounts)</td>
+            <td class="num">₹{{ sumOutstanding(smaAccounts) | number: '1.0-0' }}</td>
+            <td class="num">₹{{ sumOverdue(smaAccounts) | number: '1.0-0' }}</td>
+            <td></td>
+          </tr>
+        </tfoot>
+      </table>
+      @if (smaAccounts.length > pageSize) {
+        <div class="pg-pagination">
+          <span class="pg-pagination__info"
+            >Showing {{ rangeStart(smaAccounts) }}–{{ rangeEnd(smaAccounts) }} of {{ smaAccounts.length }}</span
+          >
+          <div class="pg-pagination__controls">
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === 1"
+              (click)="goToPage(currentPage - 1, smaAccounts)"
+            >
+              ‹ Prev
+            </button>
+            <span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(smaAccounts) }}</span>
+            <button
+              type="button"
+              class="pg-btn pg-btn--ghost"
+              [disabled]="currentPage === pageCount(smaAccounts)"
+              (click)="goToPage(currentPage + 1, smaAccounts)"
+            >
+              Next ›
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  }
+</div>
+
+<div class="inv-toast" [class.show]="toastVisible">{{ toastMsg }}</div>

src/app/npa/npa-reports/npa-reports.component.ts

@@ -0,0 +1,490 @@
+/**
+ * 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, inject, OnDestroy, OnInit } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { ActivatedRoute, Router, RouterModule } from '@angular/router';
+import { Subscription } from 'rxjs';
+import { AuthenticationService } from '../../core/authentication/authentication.service';
+import {
+  LOAN_ACCOUNTS,
+  BRANCHES,
+  REPORT_META,
+  GROUP_LABELS,
+  DEFAULT_REPORT_ID,
+  LoanAccount,
+  NpaStage,
+  ReportGroupId,
+  STAGE_ORDER,
+  STAGE_LABELS,
+  currentStage,
+  previousStage,
+  isNpaStage,
+  isSmaStage,
+  provisionRatePct,
+  provisionRequired,
+  provisionHeld,
+  interestReversed,
+  totalRecovered,
+  movementLabel,
+  stageBadgeClass,
+  npaSinceDate,
+  todayDDMMYYYY,
+  LegalActionStatus,
+  LEGAL_ACTION_LABELS
+} from '../npa-data';
+
+interface StageSummaryRow {
+  stage: NpaStage;
+  label: string;
+  count: number;
+  outstanding: number;
+  provisionReq: number;
+}
+
+interface BranchSummaryRow {
+  branchCode: string;
+  branchName: string;
+  totalAccounts: number;
+  totalAdvances: number;
+  npaCount: number;
+  npaOutstanding: number;
+  provisionReq: number;
+  gnpaRatio: number;
+}
+
+interface RecoveryRow {
+  accountNo: string;
+  customerName: string;
+  branchName: string;
+  date: string;
+  amount: number;
+  mode: string;
+}
+
+/**
+ * The legacy "NPA" mega-menu — 9 screens across NPA Reports / NPA Analysis / NPA Classification —
+ * collapsed into one route-param-driven component so every menu item lands on its own URL
+ * (/npa/reports/:reportId) with nothing left unwired. Every figure is derived from the single
+ * LOAN_ACCOUNTS book in npa-data.ts, so a count on one report always agrees with another.
+ */
+@Component({
+  selector: 'mifosx-npa-reports',
+  templateUrl: './npa-reports.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../../investment/investment-shared.scss',
+    '../npa-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule
+  ]
+})
+export class NpaReportsComponent implements OnInit, OnDestroy {
+  readonly reportMeta = REPORT_META;
+  readonly groupLabels = GROUP_LABELS;
+  readonly branches = BRANCHES;
+  readonly stageOrder = STAGE_ORDER;
+  readonly stageLabels = STAGE_LABELS;
+  asOnDate = todayDDMMYYYY();
+
+  activeGroup: ReportGroupId = 'reports';
+  activeReport = DEFAULT_REPORT_ID;
+
+  /** True for a Head Office login — sees a branch selector + the consolidated "All Branches"
+   *  view with a branch-wise break-up. A branch-level login is locked to its own branch, the
+   *  same split used by the Cash/Clearing/Transfer Summary report. */
+  isHeadOffice = false;
+  /** The logged-in user's own branch/office name, from real session credentials. */
+  currentOfficeName = 'Branch Office';
+  /** Set when a branch-level login's officeName matches one of the demo branches below. */
+  private ownBranchCode: string | null = null;
+
+  /** '' = All Branches (Head Office consolidated view); otherwise a BranchMaster.code. */
+  branchFilter = '';
+
+  /** Pagination — shared across whichever report is currently on screen, since only one
+   *  report's table is ever visible at a time. Reset to page 1 whenever the underlying list
+   *  can change size (report switch, branch switch, Generate). */
+  readonly pageSize = 20;
+  currentPage = 1;
+
+  selectedAccountNo = '';
+
+  newRecovery = {
+    accountNo: '',
+    date: this.asOnDate,
+    amount: null as number | null,
+    mode: 'Cash Deposit'
+  };
+
+  toastMsg = '';
+  toastVisible = false;
+  private toastTimer: ReturnType<typeof setTimeout> | undefined;
+  private sub?: Subscription;
+
+  private readonly route = inject(ActivatedRoute);
+  private readonly router = inject(Router);
+  private readonly auth = inject(AuthenticationService);
+
+  ngOnInit(): void {
+    this.sub = this.route.paramMap.subscribe((params) => {
+      const id = params.get('reportId') || DEFAULT_REPORT_ID;
+      const meta = this.reportMeta.find((m) => m.id === id) || this.reportMeta[3];
+      this.activeReport = meta.id;
+      this.activeGroup = meta.group;
+      this.currentPage = 1;
+    });
+
+    const creds = this.auth.getCredentials();
+    this.isHeadOffice = this.auth.isHeadOfficeUser();
+    this.currentOfficeName = creds?.officeName || 'Branch Office';
+    if (this.isHeadOffice) {
+      // Head Office starts on the consolidated view and can drill into any branch.
+      this.branchFilter = '';
+    } else {
+      // Match the logged-in office's real name to one of the demo branches, so each branch's
+      // login sees only its own book. Falls back to the first demo branch (still labelled with
+      // the user's real office name) if no branch name matches.
+      this.ownBranchCode =
+        this.branches.find((b) => this.currentOfficeName.toLowerCase().includes(b.name.toLowerCase()))?.code || null;
+      this.branchFilter = this.ownBranchCode || this.branches[0].code;
+    }
+
+    const firstNpa = this.npaAccounts[0];
+    this.selectedAccountNo = firstNpa ? firstNpa.accountNo : this.allAccounts[0]?.accountNo || '';
+  }
+
+  ngOnDestroy(): void {
+    this.sub?.unsubscribe();
+  }
+
+  /** Name of the branch/scope currently being viewed, for display in the header. */
+  get scopeName(): string {
+    if (!this.isHeadOffice) {
+      return this.currentOfficeName;
+    }
+    return this.branchFilter
+      ? this.branches.find((b) => b.code === this.branchFilter)?.name || ''
+      : 'All Branches (Consolidated)';
+  }
+
+  setBranch(code: string): void {
+    this.branchFilter = code;
+    this.currentPage = 1;
+  }
+
+  // -------------------- Pagination (shared by every report's table) --------------------
+  paged<T>(items: T[]): T[] {
+    const start = (this.currentPage - 1) * this.pageSize;
+    return items.slice(start, start + this.pageSize);
+  }
+
+  pageCount(items: unknown[]): number {
+    return Math.max(1, Math.ceil(items.length / this.pageSize));
+  }
+
+  rangeStart(items: unknown[]): number {
+    return items.length === 0 ? 0 : (this.currentPage - 1) * this.pageSize + 1;
+  }
+
+  rangeEnd(items: unknown[]): number {
+    return Math.min(this.currentPage * this.pageSize, items.length);
+  }
+
+  goToPage(page: number, items: unknown[]): void {
+    this.currentPage = Math.min(Math.max(1, page), this.pageCount(items));
+  }
+
+  goToReport(reportId: string): void {
+    this.router.navigate([
+      '/npa/reports',
+      reportId
+    ]);
+  }
+
+  groupOf(group: string) {
+    return this.reportMeta.filter((m) => m.group === group);
+  }
+
+  reportLabel(id: string): string {
+    return this.reportMeta.find((m) => m.id === id)?.label || id;
+  }
+
+  stage(a: LoanAccount): NpaStage {
+    return currentStage(a);
+  }
+
+  prevStage(a: LoanAccount): NpaStage {
+    return previousStage(a);
+  }
+
+  stageLabel(stage: NpaStage): string {
+    return STAGE_LABELS[stage];
+  }
+
+  badgeClass(stage: NpaStage): string {
+    return stageBadgeClass(stage);
+  }
+
+  provisionRate(a: LoanAccount): number {
+    return provisionRatePct(this.stage(a), a.secured);
+  }
+
+  provisionReq(a: LoanAccount): number {
+    return provisionRequired(a);
+  }
+
+  provisionHeldAmt(a: LoanAccount): number {
+    return provisionHeld(a);
+  }
+
+  interestRev(a: LoanAccount): number {
+    return interestReversed(a);
+  }
+
+  recovered(a: LoanAccount): number {
+    return totalRecovered(a);
+  }
+
+  movement(a: LoanAccount): string {
+    return movementLabel(this.prevStage(a), this.stage(a));
+  }
+
+  npaSince(a: LoanAccount): string {
+    return npaSinceDate(a);
+  }
+
+  legalActionLabel(status: LegalActionStatus): string {
+    return LEGAL_ACTION_LABELS[status];
+  }
+
+  legalActionClass(status: LegalActionStatus): string {
+    return status === 'SARFAESI_INITIATED' || status === 'SUIT_FILED' ? 'col-out' : '';
+  }
+
+  updateLegalAction(a: LoanAccount, status: LegalActionStatus): void {
+    a.legalActionStatus = status;
+    this.toast(`${this.legalActionLabel(status)} — recorded for ${a.accountNo}.`);
+  }
+
+  isNpaStageOf(a: LoanAccount): boolean {
+    return isNpaStage(this.stage(a));
+  }
+
+  get allAccounts(): LoanAccount[] {
+    return this.branchFilter ? LOAN_ACCOUNTS.filter((a) => a.branchCode === this.branchFilter) : LOAN_ACCOUNTS;
+  }
+
+  get npaAccounts(): LoanAccount[] {
+    return this.allAccounts.filter((a) => isNpaStage(this.stage(a)));
+  }
+
+  get smaAccounts(): LoanAccount[] {
+    return this.allAccounts.filter((a) => isSmaStage(this.stage(a)));
+  }
+
+  get probableNpaAccounts(): LoanAccount[] {
+    return this.allAccounts.filter((a) => this.stage(a) === 'SMA2').sort((a, b) => b.overdueDays - a.overdueDays);
+  }
+
+  get movedAccounts(): LoanAccount[] {
+    return this.allAccounts
+      .filter((a) => this.prevStage(a) !== this.stage(a))
+      .sort((a, b) => STAGE_ORDER.indexOf(this.stage(b)) - STAGE_ORDER.indexOf(this.stage(a)));
+  }
+
+  get recoveryAccounts(): LoanAccount[] {
+    return this.npaAccounts.filter((a) => a.recoveries.length > 0);
+  }
+
+  get recoveryOptions(): LoanAccount[] {
+    return this.npaAccounts;
+  }
+
+  get recoveryRows(): RecoveryRow[] {
+    return this.recoveryAccounts
+      .flatMap((a) =>
+        a.recoveries.map((r) => ({
+          accountNo: a.accountNo,
+          customerName: a.customerName,
+          branchName: a.branchName,
+          date: r.date,
+          amount: r.amount,
+          mode: r.mode
+        }))
+      )
+      .sort((a, b) => b.amount - a.amount);
+  }
+
+  // -------------------- Portfolio-wide KPIs (shown on every screen) --------------------
+  get totalAdvances(): number {
+    return this.allAccounts.reduce((s, a) => s + a.outstandingBalance, 0);
+  }
+
+  get gnpaAmount(): number {
+    return this.npaAccounts.reduce((s, a) => s + a.outstandingBalance, 0);
+  }
+
+  get gnpaRatio(): number {
+    return this.totalAdvances ? (this.gnpaAmount / this.totalAdvances) * 100 : 0;
+  }
+
+  get totalNpaProvisionHeld(): number {
+    return this.npaAccounts.reduce((s, a) => s + this.provisionHeldAmt(a), 0);
+  }
+
+  get netNpaAmount(): number {
+    return Math.max(0, this.gnpaAmount - this.totalNpaProvisionHeld);
+  }
+
+  get nnpaRatio(): number {
+    return this.totalAdvances ? (this.netNpaAmount / this.totalAdvances) * 100 : 0;
+  }
+
+  get totalRecoveredAmount(): number {
+    return this.npaAccounts.reduce((s, a) => s + this.recovered(a), 0);
+  }
+
+  get restructuredAccounts(): LoanAccount[] {
+    return this.allAccounts.filter((a) => a.isRestructured);
+  }
+
+  get restructuredOutstanding(): number {
+    return this.restructuredAccounts.reduce((s, a) => s + a.outstandingBalance, 0);
+  }
+
+  // -------------------- NPA Summary Report: stage-wise + branch-wise cuts --------------------
+  get stageSummary(): StageSummaryRow[] {
+    return STAGE_ORDER.map((stage) => {
+      const accts = this.allAccounts.filter((a) => this.stage(a) === stage);
+      return {
+        stage,
+        label: STAGE_LABELS[stage],
+        count: accts.length,
+        outstanding: accts.reduce((s, a) => s + a.outstandingBalance, 0),
+        provisionReq: accts.reduce((s, a) => s + this.provisionReq(a), 0)
+      };
+    });
+  }
+
+  get branchSummary(): BranchSummaryRow[] {
+    return this.branches.map((b) => {
+      const all = LOAN_ACCOUNTS.filter((a) => a.branchCode === b.code);
+      const npa = all.filter((a) => isNpaStage(this.stage(a)));
+      const totalAdvances = all.reduce((s, a) => s + a.outstandingBalance, 0);
+      const npaOutstanding = npa.reduce((s, a) => s + a.outstandingBalance, 0);
+      return {
+        branchCode: b.code,
+        branchName: b.name,
+        totalAccounts: all.length,
+        totalAdvances,
+        npaCount: npa.length,
+        npaOutstanding,
+        provisionReq: npa.reduce((s, a) => s + this.provisionReq(a), 0),
+        gnpaRatio: totalAdvances ? (npaOutstanding / totalAdvances) * 100 : 0
+      };
+    });
+  }
+
+  get grandTotalAccounts(): number {
+    return this.allAccounts.length;
+  }
+
+  get grandTotalOutstanding(): number {
+    return this.allAccounts.reduce((s, a) => s + a.outstandingBalance, 0);
+  }
+
+  get grandTotalProvision(): number {
+    return this.allAccounts.reduce((s, a) => s + this.provisionReq(a), 0);
+  }
+
+  get bankWideTotalAccounts(): number {
+    return LOAN_ACCOUNTS.length;
+  }
+
+  // -------------------- NPA with Provision and Required Provision --------------------
+  get provisionRows(): LoanAccount[] {
+    return [...this.allAccounts].sort((a, b) => this.provisionReq(b) - this.provisionReq(a));
+  }
+
+  get provisionRequiredTotal(): number {
+    return this.allAccounts.reduce((s, a) => s + this.provisionReq(a), 0);
+  }
+
+  get provisionHeldTotal(): number {
+    return this.allAccounts.reduce((s, a) => s + this.provisionHeldAmt(a), 0);
+  }
+
+  get provisionShortfallTotal(): number {
+    return this.provisionRequiredTotal - this.provisionHeldTotal;
+  }
+
+  shortfall(a: LoanAccount): number {
+    return this.provisionReq(a) - this.provisionHeldAmt(a);
+  }
+
+  // -------------------- NPA Account Detail Report --------------------
+  get selectedAccount(): LoanAccount | undefined {
+    return LOAN_ACCOUNTS.find((a) => a.accountNo === this.selectedAccountNo);
+  }
+
+  searchAccount(): void {
+    const a = this.selectedAccount;
+    if (!a) {
+      this.toast('No account found with that number.');
+      return;
+    }
+    this.toast(`Loaded full NPA details for ${a.accountNo} — ${a.customerName}.`);
+  }
+
+  // -------------------- NPA Recovery Report: add recovery entry --------------------
+  addRecovery(): void {
+    const acc = LOAN_ACCOUNTS.find((a) => a.accountNo === this.newRecovery.accountNo);
+    if (!acc || !this.newRecovery.amount || this.newRecovery.amount <= 0) {
+      this.toast('Select an NPA account and enter a valid recovery amount.');
+      return;
+    }
+    acc.recoveries = [
+      { date: this.newRecovery.date || this.asOnDate, amount: this.newRecovery.amount, mode: this.newRecovery.mode },
+      ...acc.recoveries
+    ];
+    this.toast(`Recovery of ₹${this.newRecovery.amount.toLocaleString('en-IN')} recorded against ${acc.accountNo}.`);
+    this.newRecovery = { accountNo: '', date: this.asOnDate, amount: null, mode: 'Cash Deposit' };
+  }
+
+  sumOutstanding(accounts: LoanAccount[]): number {
+    return accounts.reduce((s, a) => s + a.outstandingBalance, 0);
+  }
+
+  sumOverdue(accounts: LoanAccount[]): number {
+    return accounts.reduce((s, a) => s + a.overdueAmount, 0);
+  }
+
+  sumInterest(accounts: LoanAccount[]): number {
+    return accounts.reduce((s, a) => s + this.interestRev(a), 0);
+  }
+
+  generate(): void {
+    this.currentPage = 1;
+    this.toast(`${this.reportLabel(this.activeReport)} generated as on ${this.asOnDate}.`);
+  }
+
+  private toast(msg: string): void {
+    this.toastMsg = msg;
+    this.toastVisible = true;
+    if (this.toastTimer) {
+      clearTimeout(this.toastTimer);
+    }
+    this.toastTimer = setTimeout(() => (this.toastVisible = false), 3200);
+  }
+}

src/app/npa/npa-routing.module.ts

@@ -0,0 +1,41 @@
+/**
+ * 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 { NgModule } from '@angular/core';
+import { Routes, RouterModule } from '@angular/router';
+
+import { Route } from '../core/route/route.service';
+import { NpaReportsComponent } from './npa-reports/npa-reports.component';
+import { DEFAULT_REPORT_ID } from './npa-data';
+
+const routes: Routes = [
+  Route.withShell([
+    {
+      path: 'npa',
+      data: { title: 'NPA', breadcrumb: 'NPA' },
+      children: [
+        {
+          path: 'reports',
+          redirectTo: `reports/${DEFAULT_REPORT_ID}`,
+          pathMatch: 'full'
+        },
+        {
+          path: 'reports/:reportId',
+          component: NpaReportsComponent,
+          data: { title: 'NPA Reports', breadcrumb: 'NPA Reports' }
+        }
+      ]
+    }
+  ])
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class NpaRoutingModule {}

src/app/npa/npa-shared.scss

@@ -0,0 +1,153 @@
+/**
+ * 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/.
+ */
+
+// NPA-specific status colouring layered on top of ../cashier/cashier-shared.scss (pg-*, cctr-*)
+// and ../investment/investment-shared.scss (inv-kpis, inv-form-*, inv-toast — reused as-is since
+// they are the same generic "KPI tile / entry form / toast" primitives, not Investment-specific).
+
+.npa-badge {
+  display: inline-flex;
+  align-items: center;
+  padding: 3px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.04em;
+  white-space: nowrap;
+
+  &--standard {
+    background: #f0fdf4;
+    color: #15803d;
+    border: 1px solid #bbf7d0;
+  }
+
+  &--sma0 {
+    background: #fefce8;
+    color: #854d0e;
+    border: 1px solid #fde68a;
+  }
+
+  &--sma1 {
+    background: #fff7ed;
+    color: #9a3412;
+    border: 1px solid #fed7aa;
+  }
+
+  &--sma2 {
+    background: #fff1f0;
+    color: #b91c1c;
+    border: 1px solid #fecdd3;
+  }
+
+  &--substandard {
+    background: #fef2f2;
+    color: #dc2626;
+    border: 1px solid #fecaca;
+  }
+
+  &--doubtful1 {
+    background: #fef2f2;
+    color: #b91c1c;
+    border: 1px solid #fca5a5;
+  }
+
+  &--doubtful2 {
+    background: #fdf2f8;
+    color: #9d174d;
+    border: 1px solid #fbcfe8;
+  }
+
+  &--doubtful3 {
+    background: #f5f3ff;
+    color: #5b21b6;
+    border: 1px solid #ddd6fe;
+  }
+
+  &--loss {
+    background: #1f2937;
+    color: #f9fafb;
+    border: 1px solid #1f2937;
+  }
+}
+
+.npa-kpis--ratio {
+  .inv-kpi__value {
+    &.npa-warn {
+      color: #dc2626;
+    }
+  }
+}
+
+.npa-detail-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
+  gap: 12px 20px;
+  padding: 18px;
+}
+
+.npa-detail-field {
+  display: flex;
+  flex-direction: column;
+  gap: 3px;
+
+  dt {
+    font-size: 10px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    color: #64748b;
+  }
+
+  dd {
+    margin: 0;
+    font-size: 14px;
+    font-weight: 600;
+    color: #0d1b2a;
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+// Wraps tables with more columns than comfortably fit — .pg-card clips overflow with
+// border-radius, so the scroll container has to live one level in, around the <table> only.
+.pg-table-scroll {
+  overflow-x: auto;
+}
+
+// Lets a single field span the whole .inv-form-grid row instead of being squeezed into one
+// ~220px column — needed for the Account Detail search box, whose "code — name (branch)"
+// option text is long enough to overflow a narrow column even with ellipsis truncation.
+.npa-form-field--full {
+  grid-column: 1 / -1;
+}
+
+.pg-pagination {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  flex-wrap: wrap;
+  gap: 10px;
+  padding: 10px 16px;
+  border-top: 1px solid #e2e8f0;
+  background: #f8fafc;
+  font-size: 12.5px;
+  color: #64748b;
+
+  &__controls {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+  }
+
+  &__page {
+    font-weight: 600;
+    color: #0d1b2a;
+    font-variant-numeric: tabular-nums;
+    white-space: nowrap;
+  }
+}

src/app/npa/npa.module.ts

@@ -0,0 +1,22 @@
+/**
+ * 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 { NgModule } from '@angular/core';
+
+import { SharedModule } from '../shared/shared.module';
+import { NpaRoutingModule } from './npa-routing.module';
+import { NpaReportsComponent } from './npa-reports/npa-reports.component';
+
+@NgModule({
+  imports: [
+    SharedModule,
+    NpaRoutingModule,
+    NpaReportsComponent
+  ]
+})
+export class NpaModule {}

src/app/rbi-circulars/aml-rules/aml-rules.component.html

@@ -0,0 +1,87 @@
+<!--
+  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="container aml-rules-container">
+  <mat-card class="aml-card">
+    <mat-card-header class="aml-card-header">
+      <div class="aml-header-content">
+        <mat-icon class="header-icon">shield</mat-icon>
+        <div>
+          <mat-card-title class="header-title">AML Rules Master</mat-card-title>
+          <mat-card-subtitle class="header-subtitle">
+            Database-driven rules for client risk categorization and AML compliance checks
+          </mat-card-subtitle>
+        </div>
+      </div>
+    </mat-card-header>
+
+    <mat-card-content class="aml-card-content">
+      <table mat-table [dataSource]="rules" class="aml-table mat-elevation-z1">
+        <!-- Order Position Column -->
+        <ng-container matColumnDef="orderPosition">
+          <th mat-header-cell *matHeaderCellDef class="col-center">Rule Srno</th>
+          <td mat-cell *matCellDef="let element" class="col-center">{{ element.orderPosition }}</td>
+        </ng-container>
+
+        <!-- Rule Name Column -->
+        <ng-container matColumnDef="ruleName">
+          <th mat-header-cell *matHeaderCellDef>Rule Description</th>
+          <td mat-cell *matCellDef="let element" class="rule-name-cell">{{ element.ruleName }}</td>
+        </ng-container>
+
+        <!-- Risk Category Column -->
+        <ng-container matColumnDef="riskCategory">
+          <th mat-header-cell *matHeaderCellDef class="col-center">Risk Category</th>
+          <td mat-cell *matCellDef="let element" class="col-center">
+            <span class="risk-badge" [ngClass]="getRiskColorClass(element.riskCategory)">
+              <span class="dot"></span>
+              {{ getRiskCategoryLabel(element.riskCategory) }}
+            </span>
+          </td>
+        </ng-container>
+
+        <!-- Reason Column -->
+        <ng-container matColumnDef="reason">
+          <th mat-header-cell *matHeaderCellDef>Rule Reason / Criteria</th>
+          <td mat-cell *matCellDef="let element" class="reason-cell">{{ element.reason }}</td>
+        </ng-container>
+
+        <!-- AML Check Status Column -->
+        <ng-container matColumnDef="amlCheckStatus">
+          <th mat-header-cell *matHeaderCellDef class="col-center">AML Check Status</th>
+          <td mat-cell *matCellDef="let element" class="col-center">
+            <span class="compliance-badge" [ngClass]="'status-' + (element.amlCheckStatus || 'clear').toLowerCase()">
+              {{ element.amlCheckStatus || 'CLEAR' }}
+            </span>
+          </td>
+        </ng-container>
+
+        <!-- Banned Entity Match Column -->
+        <ng-container matColumnDef="bannedEntityMatch">
+          <th mat-header-cell *matHeaderCellDef class="col-center">Banned Match</th>
+          <td mat-cell *matCellDef="let element" class="col-center">
+            <span class="compliance-badge" [ngClass]="'match-' + (element.bannedEntityMatch || 'no').toLowerCase()">
+              {{ element.bannedEntityMatch || 'NO' }}
+            </span>
+          </td>
+        </ng-container>
+
+        <tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
+        <tr mat-row *matRowDef="let row; columns: displayedColumns" class="rule-row"></tr>
+      </table>
+
+      <!-- Mat Paginator for standard pagination -->
+      <mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" showFirstLastButtons class="aml-paginator"></mat-paginator>
+
+      <div *ngIf="rules.data.length === 0" class="no-rules-message">
+        <mat-icon>info_outline</mat-icon>
+        <span>No AML rules found in the database.</span>
+      </div>
+    </mat-card-content>
+  </mat-card>
+</div>

src/app/rbi-circulars/aml-rules/aml-rules.component.scss

@@ -0,0 +1,228 @@
+/**
+ * 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/.
+ */
+
+.aml-rules-container {
+  padding: 24px;
+  background-color: var(--bg-neutral-light, #f8fafc);
+  min-height: calc(100vh - 64px);
+}
+
+.aml-card {
+  border-radius: 12px;
+  box-shadow:
+    0 4px 20px -2px rgb(0 0 0 / 5%),
+    0 2px 8px -1px rgb(0 0 0 / 3%);
+  border: 1px solid rgb(226 232 240 / 80%);
+  background: #fff;
+  overflow: hidden;
+}
+
+.aml-card-header {
+  background: linear-gradient(135deg, #1e293b, #0f172a);
+  color: #fff;
+  padding: 24px;
+}
+
+.aml-header-content {
+  display: flex;
+  align-items: center;
+  gap: 16px;
+
+  .header-icon {
+    font-size: 32px;
+    width: 32px;
+    height: 32px;
+    color: #38bdf8;
+  }
+
+  .header-title {
+    font-size: 20px;
+    font-weight: 600;
+    letter-spacing: -0.02em;
+    color: #fff;
+    margin-bottom: 4px;
+  }
+
+  .header-subtitle {
+    font-size: 13px;
+    color: #94a3b8;
+  }
+}
+
+.aml-card-content {
+  padding: 24px;
+}
+
+.aml-table {
+  width: 100%;
+  border-collapse: separate;
+  border-spacing: 0;
+  border-radius: 8px;
+  overflow: hidden;
+  border: 1px solid #e2e8f0;
+
+  th {
+    background-color: #f1f5f9;
+    color: #475569;
+    font-weight: 600;
+    font-size: 13px;
+    padding: 16px;
+    text-transform: uppercase;
+    letter-spacing: 0.05em;
+    border-bottom: 1px solid #cbd5e1;
+  }
+
+  td {
+    padding: 16px;
+    font-size: 14px;
+    color: #334155;
+    border-bottom: 1px solid #e2e8f0;
+  }
+
+  .rule-row {
+    transition: background-color 0.2s ease;
+
+    &:hover {
+      background-color: #f8fafc;
+    }
+
+    &:last-child td {
+      border-bottom: none;
+    }
+  }
+}
+
+.col-center {
+  text-align: center;
+  justify-content: center;
+}
+
+.rule-name-cell {
+  font-weight: 500;
+  color: #1e293b;
+  max-width: 300px;
+}
+
+.reason-cell {
+  color: #64748b;
+  font-size: 13px;
+  max-width: 400px;
+}
+
+/* Badges for Risk Category */
+.risk-badge {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  padding: 4px 10px;
+  border-radius: 20px;
+  font-size: 12px;
+  font-weight: 500;
+
+  .dot {
+    width: 6px;
+    height: 6px;
+    border-radius: 50%;
+  }
+
+  &.risk-high {
+    background-color: #fef2f2;
+    color: #ef4444;
+    border: 1px solid #fee2e2;
+
+    .dot {
+      background-color: #ef4444;
+    }
+  }
+
+  &.risk-medium {
+    background-color: #fffbeb;
+    color: #d97706;
+    border: 1px solid #fef3c7;
+
+    .dot {
+      background-color: #d97706;
+    }
+  }
+
+  &.risk-low {
+    background-color: #f0fdf4;
+    color: #16a34a;
+    border: 1px solid #dcfce7;
+
+    .dot {
+      background-color: #16a34a;
+    }
+  }
+}
+
+/* Badges for Compliance status */
+.compliance-badge {
+  display: inline-block;
+  padding: 4px 8px;
+  border-radius: 4px;
+  font-size: 11px;
+  font-weight: 600;
+  letter-spacing: 0.05em;
+
+  /* AML Statuses */
+  &.status-clear {
+    background-color: #dcfce7;
+    color: #15803d;
+  }
+
+  &.status-flagged {
+    background-color: #fef3c7;
+    color: #b45309;
+  }
+
+  &.status-blocked {
+    background-color: #fee2e2;
+    color: #b91c1c;
+  }
+
+  /* Banned Matches */
+  &.match-no {
+    background-color: #f1f5f9;
+    color: #475569;
+  }
+
+  &.match-yes {
+    background-color: #fee2e2;
+    color: #b91c1c;
+  }
+
+  &.match-partial_match {
+    background-color: #ffedd5;
+    color: #c2410c;
+  }
+}
+
+.no-rules-message {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  padding: 48px;
+  color: #64748b;
+  gap: 12px;
+
+  mat-icon {
+    font-size: 48px;
+    width: 48px;
+    height: 48px;
+  }
+}
+
+.aml-paginator {
+  background: #fff;
+  border-top: 1px solid #e2e8f0;
+  padding: 8px 0;
+  font-size: 13px;
+  color: #475569;
+}

src/app/rbi-circulars/aml-rules/aml-rules.component.ts

@@ -0,0 +1,87 @@
+/**
+ * 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/.
+ */
+
+/** Angular Imports */
+import { Component, OnInit, inject, ViewChild } from '@angular/core';
+import { MatTableModule, MatTableDataSource } from '@angular/material/table';
+import { MatCardModule } from '@angular/material/card';
+import { MatIconModule } from '@angular/material/icon';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCheckboxModule } from '@angular/material/checkbox';
+import { MatPaginatorModule, MatPaginator } from '@angular/material/paginator';
+import { CommonModule } from '@angular/common';
+
+/** Custom Services */
+import { ClientsService } from '../../clients/clients.service';
+
+@Component({
+  selector: 'mifosx-aml-rules',
+  templateUrl: './aml-rules.component.html',
+  styleUrls: ['./aml-rules.component.scss'],
+  standalone: true,
+  imports: [
+    CommonModule,
+    MatTableModule,
+    MatCardModule,
+    MatIconModule,
+    MatButtonModule,
+    MatCheckboxModule,
+    MatPaginatorModule
+  ]
+})
+export class AmlRulesComponent implements OnInit {
+  private clientsService = inject(ClientsService);
+
+  rules = new MatTableDataSource<any>([]);
+  displayedColumns: string[] = [
+    'orderPosition',
+    'ruleName',
+    'riskCategory',
+    'reason',
+    'amlCheckStatus',
+    'bannedEntityMatch'
+  ];
+
+  @ViewChild(MatPaginator) paginator!: MatPaginator;
+
+  ngOnInit(): void {
+    this.clientsService.getClientRiskRules().subscribe({
+      next: (data) => {
+        this.rules.data = data || [];
+        this.rules.paginator = this.paginator;
+      },
+      error: () => {}
+    });
+  }
+
+  getRiskCategoryLabel(category: number): string {
+    switch (category) {
+      case 1:
+        return 'Low Risk';
+      case 2:
+        return 'Medium Risk';
+      case 3:
+        return 'High Risk';
+      default:
+        return 'Unknown';
+    }
+  }
+
+  getRiskColorClass(category: number): string {
+    switch (category) {
+      case 1:
+        return 'risk-low';
+      case 2:
+        return 'risk-medium';
+      case 3:
+        return 'risk-high';
+      default:
+        return '';
+    }
+  }
+}

src/app/rbi-circulars/rbi-circulars-routing.module.ts

@@ -11,6 +11,7 @@ import { Routes, RouterModule } from '@angular/router';
 
 import { Route } from '../core/route/route.service';
 import { RbiCircularsComponent } from './rbi-circulars.component';
+import { AmlRulesComponent } from './aml-rules/aml-rules.component';
 
 const routes: Routes = [
   Route.withShell([
@@ -18,6 +19,11 @@ const routes: Routes = [
       path: 'rbi-circulars',
       component: RbiCircularsComponent,
       data: { title: 'RBI Circulars', breadcrumb: 'RBI Circulars' }
+    },
+    {
+      path: 'rbi/aml',
+      component: AmlRulesComponent,
+      data: { title: 'AML Rules Master', breadcrumb: 'AML Rules Master' }
     }
   ])
 ];

src/app/sft/sft-data.ts

@@ -141,11 +141,11 @@ export interface SftInterestDividendRecord {
 }
 
 export const SFT_BANK = {
-  name: 'Bharat Urban Bank Ltd',
+  name: 'CBSNexora Bank Ltd',
   branch: 'Head Office',
   filerPan: 'AABCB1100M',
   filerTan: 'MUMR99001E',
-  itdReportingPortalId: 'BHARATURBAN-285BA',
+  itdReportingPortalId: 'CBSNEXORA-285BA',
   fy: '2025-26',
   filingDueDate: '31-05-2026',
   principalOfficer: 'Karthik Kamath',
@@ -159,7 +159,7 @@ export const SFT_BANK = {
   branchStdCode: '022',
   branchPhone: '24938000',
   branchMobile: '9892000100',
-  branchEmail: 'compliance@bharaturbanbank.example'
+  branchEmail: 'compliance@cbsnexorabank.example'
 };
 
 /** ── SFT-001 / 002 / 004 — Person-wise records ── */
@@ -202,7 +202,7 @@ export const SFT_PERSON_RECORDS: SftPersonRecord[] = [
     cashAmountReceivedFromPerson: 1500000,
     amountPaidToPerson: 0,
     relatedAccountNumber: '110001101000838',
-    relatedInstituteName: 'BHARAT URBAN BANK',
+    relatedInstituteName: 'CBSNEXORA BANK',
     relatedInstituteRefNumber: 'YESB0BHRT',
     sftCode: 'SFT-001'
   },
@@ -243,7 +243,7 @@ export const SFT_PERSON_RECORDS: SftPersonRecord[] = [
     cashAmountReceivedFromPerson: 1100000,
     amountPaidToPerson: 0,
     relatedAccountNumber: '110001352000357',
-    relatedInstituteName: 'BHARAT URBAN BANK',
+    relatedInstituteName: 'CBSNEXORA BANK',
     relatedInstituteRefNumber: 'YESB0BHRT',
     sftCode: 'SFT-001'
   },
@@ -285,7 +285,7 @@ export const SFT_PERSON_RECORDS: SftPersonRecord[] = [
     cashAmountReceivedFromPerson: 2500000,
     amountPaidToPerson: 0,
     relatedAccountNumber: '110001352000420',
-    relatedInstituteName: 'BHARAT URBAN BANK',
+    relatedInstituteName: 'CBSNEXORA BANK',
     relatedInstituteRefNumber: 'YESB0BHRT',
     sftCode: 'SFT-002'
   },
@@ -326,7 +326,7 @@ export const SFT_PERSON_RECORDS: SftPersonRecord[] = [
     cashAmountReceivedFromPerson: 1800000,
     amountPaidToPerson: 0,
     relatedAccountNumber: '110001352000511',
-    relatedInstituteName: 'BHARAT URBAN BANK',
+    relatedInstituteName: 'CBSNEXORA BANK',
     relatedInstituteRefNumber: 'YESB0BHRT',
     sftCode: 'SFT-002'
   },
@@ -368,7 +368,7 @@ export const SFT_PERSON_RECORDS: SftPersonRecord[] = [
     cashAmountReceivedFromPerson: 1250000,
     amountPaidToPerson: 0,
     relatedAccountNumber: '110001101001145',
-    relatedInstituteName: 'BHARAT URBAN BANK',
+    relatedInstituteName: 'CBSNEXORA BANK',
     relatedInstituteRefNumber: 'YESB0BHRT',
     sftCode: 'SFT-004'
   },
@@ -409,7 +409,7 @@ export const SFT_PERSON_RECORDS: SftPersonRecord[] = [
     cashAmountReceivedFromPerson: 2150000,
     amountPaidToPerson: 0,
     relatedAccountNumber: '110001101001458',
-    relatedInstituteName: 'BHARAT URBAN BANK',
+    relatedInstituteName: 'CBSNEXORA BANK',
     relatedInstituteRefNumber: 'YESB0BHRT',
     sftCode: 'SFT-004'
   }
@@ -436,7 +436,7 @@ export const SFT_ACCOUNT_RECORDS: SftAccountRecord[] = [
     branchMobile: '9892000100',
     branchFaxStd: '022',
     branchFaxPhone: '24938011',
-    branchEmail: 'compliance@bharaturbanbank.example',
+    branchEmail: 'compliance@cbsnexorabank.example',
     aggGrossCashCredited: 6500000,
     aggGrossCashDebited: 4200000,
     amountCreditedBeforeDemonetization: 0,
@@ -485,7 +485,7 @@ export const SFT_ACCOUNT_RECORDS: SftAccountRecord[] = [
     branchMobile: '9892000100',
     branchFaxStd: '022',
     branchFaxPhone: '24938011',
-    branchEmail: 'compliance@bharaturbanbank.example',
+    branchEmail: 'compliance@cbsnexorabank.example',
     aggGrossCashCredited: 5800000,
     aggGrossCashDebited: 3450000,
     amountCreditedBeforeDemonetization: 0,

src/environments/.env.ts

@@ -10,7 +10,7 @@
 export default {
   'mifos_x': {
     'version': '260731',
-    'hash': 'ca85bae4'
+    'hash': 'fd28788d'
   },
   'allow_switching_backend_instance': true
 };

src/main.scss

@@ -1017,6 +1017,22 @@ mat-card {
   }
 }
 
+/* ─── Full-Screen Dialog Panel (e.g. FD/RD Entry) — edge-to-edge, no rounded corners ─── */
+.fdrd-fullscreen-panel {
+  max-width: 100vw !important;
+  width: 100vw !important;
+  height: 100vh !important;
+  max-height: 100vh !important;
+
+  .mat-mdc-dialog-container {
+    border-radius: 0 !important;
+  }
+
+  .mat-mdc-dialog-surface {
+    border-radius: 0 !important;
+  }
+}
+
 /* ─── CIC DQR Dialog Backdrop — ensure outside clicks register ─── */
 .cic-dlg-backdrop {
   background: rgb(15 23 42 / 45%);