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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Investment Details page shows full information for a single investment record. It is accessible at route /fa/investments/:id.

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Overview

The page loads an investment record via useInvestment(id, organizationId). It displays:
  • Header: Investment number, status badge (active, matured, liquidated), type label, and linked bank account name. An Edit Investment button opens InvestmentDialog.
  • Performance Metrics: Four stat cards — Principal Amount, Interest Rate, Days to Maturity (with “Soon” warning badge if ≤ 30 days), Interest Earned.
  • Investment Details: Type, bank account (masked last 4), investment GL account, interest income account, maturity date, created/updated timestamps.
  • Notes: Free-text notes field if present.
Investment types rendered: cd (Certificate of Deposit), money_market, treasury, bond, other. Primary hook: useInvestment Permission gate: fa.investments.view (route level)

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Who it’s for

Permission required: fa.investments.view

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Before you start

  • The investment record must exist and be accessible by your organization.

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Steps

View investment details
  1. Navigate to /fa/investments and click an investment row, or go directly to /fa/investments/:id.
  2. Review the performance metric cards and detail section.
Edit the investment
  1. Click Edit Investment (top right).
  2. The InvestmentDialog opens pre-populated with current values.
  3. Make changes and save.

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Key concepts

  • Days to Maturity: Calculated as the difference between maturity_date and today. Displays “Matured” if the date has passed. A “Soon” badge appears if ≤ 30 days remain.
  • Interest Earned: Displayed as investment.interest_earned. The source and calculation of this value are not determinable from the component alone.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/InvestmentDetailPage.tsx
  • src/cores/fa/hooks/useInvestments.ts
  • src/cores/fa/components/InvestmentDialog.tsx
  • src/cores/fa/components/InvestmentStatusBadge.tsx