Retire lp_profiles + LP Tracker; repoint Dashboard committed to the grid (v0.1.0:78)

The fundraising grid + email capture is the canonical system of record. lp_profiles
was a superseded single-fund model with no reachable create/edit path, and the LP
Tracker page was already orphaned (no nav entry + a redirect bouncing it to the grid).

- Remove /api/lp-profiles* endpoints + handlers, the unused lp-breakdown report,
  the contact-dossier LP section, the demo-seed LP block, and (frontend) the
  LPTrackerPage component + its lp-tracker->fundraising-grid redirect.
- Dashboard "Total Committed" now sums fundraising_investors.total_invested
  (graveyarded investors excluded) instead of the orphaned lp_profiles table, which
  read ~$0. "Total Funded" dropped: the grid tracks commitments, not a funded amount,
  and the frontend never rendered it.
- Leave the empty lp_profiles table/index, the contact-delete soft-delete cascade,
  and the --reset-all-data clear in place (never-hard-delete).
- Tests: add test_dashboard_report.py; update test_soft_delete_reads.py. 21/21 green.
This commit is contained in:
Keysat
2026-06-16 10:48:53 -05:00
parent 5cda84a7c0
commit 108210d8e1
8 changed files with 180 additions and 486 deletions
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#!/usr/bin/env python3
"""Regression test for the dashboard KPI repoint + lp_profiles retirement (2026-06-16).
"Total Committed" used to SUM lp_profiles.commitment_amount — an orphaned table with no
reachable input path, so the dashboard read ~$0 while the real commitments lived in the
fundraising grid. It now sums fundraising_investors.total_invested (the canonical grid
rollup) with graveyarded (written-off) investors excluded, "Total Funded" is dropped
(the grid has no funded-vs-committed concept), and the /api/lp-profiles* + lp-breakdown
endpoints are gone.
This boots the REAL server against a temp DB, seeds two grid investors (one live, one
graveyarded), and asserts: total_committed reflects the live grid rollup only, the
metrics no longer carry a total_funded key, and the retired routes 404. Synthetic only.
Run: cd backend && python3 test_dashboard_report.py
"""
import http.client
import json
import os
import sqlite3
import sys
import tempfile
import threading
from http.server import ThreadingHTTPServer
_DATA = tempfile.mkdtemp()
os.environ["CRM_DATA_DIR"] = _DATA
os.environ["CRM_DB_PATH"] = os.path.join(_DATA, "crm.db")
sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
import server # noqa: E402
FAILS = []
def check(cond, msg):
print((" PASS " if cond else " FAIL ") + msg)
if not cond:
FAILS.append(msg)
class _Quiet(server.CRMHandler):
def log_message(self, *a):
pass
def _get(port, path, token):
conn = http.client.HTTPConnection("127.0.0.1", port, timeout=10)
conn.request("GET", path, headers={"Authorization": "Bearer " + token})
resp = conn.getresponse()
body = resp.read().decode("utf-8", "replace")
conn.close()
data = None
if body:
try:
data = json.loads(body)
except ValueError:
pass
return resp.status, data
def seed():
c = sqlite3.connect(os.environ["CRM_DB_PATH"])
c.execute("INSERT INTO users (id,username,email,password_hash,full_name,role,is_active) "
"VALUES ('u1','grant','grant@ten31.example','x','Grant','admin',1)")
# live investor committed 3,000,000; graveyarded investor committed 500,000 (must be excluded)
c.execute("INSERT INTO fundraising_investors (id,investor_name,source_row_id,total_invested,graveyard) "
"VALUES ('fiLive','Harbor LP','rowLive',3000000,0)")
c.execute("INSERT INTO fundraising_investors (id,investor_name,source_row_id,total_invested,graveyard) "
"VALUES ('fiDead','Passed LP','rowDead',500000,1)")
c.commit()
c.close()
def main():
server.init_db()
seed()
token = server.create_token("u1", "grant", "admin")
httpd = ThreadingHTTPServer(("127.0.0.1", 0), _Quiet)
port = httpd.server_address[1]
threading.Thread(target=httpd.serve_forever, daemon=True).start()
try:
print("\n[dashboard total_committed comes from the grid, graveyard excluded]")
st, dash = _get(port, "/api/reports/dashboard", token)
check(st == 200, f"GET dashboard -> 200 (got {st})")
metrics = (dash or {}).get("data", {}).get("metrics", {})
check(metrics.get("total_committed") == 3000000,
f"total_committed = live grid rollup only (3,000,000; got {metrics.get('total_committed')})")
check("total_funded" not in metrics,
f"total_funded key dropped from metrics (got keys {sorted(metrics)})")
print("\n[retired lp_profiles endpoints 404]")
for path in ("/api/lp-profiles", "/api/lp-profiles/anything", "/api/reports/lp-breakdown"):
st, _ = _get(port, path, token)
check(st == 404, f"GET {path} -> 404 (got {st})")
finally:
httpd.shutdown()
print()
if FAILS:
print(f"FAILED ({len(FAILS)}):")
for f in FAILS:
print(f" - {f}")
sys.exit(1)
print("ALL PASS (dashboard KPI repoint + lp_profiles retirement)")
if __name__ == "__main__":
main()