Share Accounts

Share Accounts hold each member's running share-capital position across the classes they subscribe to. A record shows the member, the share product (class), allotted and held units, paid-up value, and current status, and is the anchor for purchases, transfers, dividends and pledges. Balances here drive eligibility checks elsewhere in the suite, such as minimum-shareholding rules for loan qualification.

Workflow

Open Shares then Share Accounts to list every member share holding.
Use filters and group-by to narrow to a member, share class or status.
Click a row to open the account and review held units, paid-up value and movement history.
Create a new account by selecting the member and the share product, then save to open the position.
Drill into the linked transactions to reconcile the balance against postings.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Contact `partner_id`	Link → res.partner	—	Canonical res.partner record for mail/portal/accounting/documents.
Member `member_id`	Link → mfi.member	Yes	Member
Share Product `product_id`	Link → mfi.share.product	Yes	Share Product
Company `company_id`	Link → res.company	Yes	Company
Has Message `has_message`	Yes/No	—	Has Message
Account Number `account_number`	Text	—	Account Number
Currency `currency_id`	Link → res.currency	—	Currency
Par Value `par_value`	Money	—	Par Value
Shares Held `shares_held`	Number	—	Shares Held
Amount Paid `amount_paid`	Money	—	Amount Paid
Amount Outstanding `amount_outstanding`	Money	—	Amount Outstanding
Shares Pledged `shares_pledged`	Number	—	Shares Pledged
Available Shares `available_shares`	Number	—	Available Shares
Nominees `nominee_ids`	Tags	—	Nominees
Transactions `transaction_ids`	List	—	Transactions
Certificates `certificate_ids`	List	—	Certificates
Pledges `pledge_ids`	List	—	Pledges
State `state`	Choice: Draft, Active, Frozen, Closed	—	State
Opened Date `opened_date`	Date	—	Opened Date
Closed Date `closed_date`	Date	—	Closed Date
Branch `branch_id`	Link → mfi.branch	—	Branch
Transaction Count `transaction_count`	Number	—	Transaction Count
Certificate Count `certificate_count`	Number	—	Certificate Count
Dividend Count `dividend_count`	Number	—	Dividend Count
Documents `document_count`	Number	—	Documents

Actions & buttons

Buttons available on this screen and what they do:

Activate
Freeze
Unfreeze
Close
Open Full Screen

Status lifecycle

Records on this screen move through these statuses:

Draft → Active → Frozen → Closed

Notes & rules

Each account is keyed to one member and one share class; a member may hold several accounts.
Paid-up value is derived from allotted units multiplied by the par value on the share product.
Status reflects whether the holding is active, dormant, fully redeemed or forfeited.
Holdings here feed cross-module eligibility tests such as minimum share capital for borrowing.

Technical model: mfi.share.account · Record: MFI Share Account