0.2.36: Investor View carries exit status + grey out fully-exited fund cards
The admin read-only Investor View built capital-account responses without exited_on, so an exited position showed the active card with $0s (the LP's own portal was correct). Extracted exit_dates() into capital_account_router and stamp it in investor_view too; regression test added. A fund card where every position is exited now renders greyed (bg + title) so it reads as closed at a glance. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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co-authored by
Claude Opus 4.8
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2c87ab499a
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1deb6586b0
@@ -61,6 +61,20 @@ def test_mark_exited_flows_to_partners_and_statements(auth_client, session):
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assert resp.json()["exited_on"] is None
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def test_investor_view_mirrors_exit(auth_client, session):
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"""The admin's read-only Investor View must carry exited_on exactly like the LP's own
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portal — it was missing there (the bug behind the 'active card despite exit' report)."""
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entity, lp = _setup_fund(session)
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assert auth_client.put(
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f"/api/entities/{entity.id}/partners/{lp.id}/exited",
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json={"exited_on": "2026-05-15"},
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).status_code == 200
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view = auth_client.get(f"/api/users/{lp.id}/investor-view").json()
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assert view["capital_accounts"], "expected the LP's statements in the view"
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assert all(c["exited_on"] == "2026-05-15" for c in view["capital_accounts"])
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def test_exited_member_excluded_from_rollup_committed(auth_client, session):
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entity, seller = _setup_fund(session)
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# The buyer joins the roster with the same commitment (they bought the stake).
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