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>

backend/ten31portal/routers/capital_account_router.py

@@ -21,6 +21,22 @@ def _dollars_to_cents(dollars: float) -> int:
     return round(dollars * 100)
 
 
+def exit_dates(session: Session, rows) -> dict:
+    """(investor_user_id, entity_id) -> exited_on for every exited pair in these statements,
+    so a sold/transferred stake renders as "Exited" instead of a phantom -100% loss."""
+    if not rows:
+        return {}
+    return {
+        (a.user_id, a.entity_id): a.exited_on
+        for a in session.exec(
+            select(EntityAccess).where(
+                col(EntityAccess.user_id).in_({r.investor_user_id for r in rows}),
+                col(EntityAccess.exited_on).is_not(None),
+            )
+        ).all()
+    }
+
+
 @router.get("")
 def list_statements(
     entity_id: int | None = None,
@@ -57,17 +73,7 @@ def list_statements(
             col(User.id).in_({r.investor_user_id for r in rows})
         )
     ).all()) if rows else {}
-    # And each (investor, entity)'s exit date, so a sold/transferred stake renders as
+    exits = exit_dates(session, rows)
-    # "Exited" instead of a phantom -100% loss.
-    exits = {
-        (a.user_id, a.entity_id): a.exited_on
-        for a in session.exec(
-            select(EntityAccess).where(
-                col(EntityAccess.user_id).in_({r.investor_user_id for r in rows}),
-                col(EntityAccess.exited_on).is_not(None),
-            )
-        ).all()
-    } if rows else {}
     out: list[CapitalAccountResponse] = []
     for r in rows:
         data = CapitalAccountResponse.model_validate(r, from_attributes=True)

backend/ten31portal/routers/user_router.py

@@ -144,9 +144,14 @@ def investor_view(
                 col(User.id).in_({r.investor_user_id for r in cap_rows})
             )
         ).all()) if cap_rows else {}
+        # Mirror the investor's own portal exactly — including exit status, so an exited
+        # position shows its badge here too instead of a phantom -100%.
+        from ten31portal.routers.capital_account_router import exit_dates
+        exits = exit_dates(session, cap_rows)
         for r in cap_rows:
             d = CapitalAccountResponse.model_validate(r, from_attributes=True)
             d.investor_name = names.get(r.investor_user_id)
+            d.exited_on = exits.get((r.investor_user_id, r.entity_id))
             caps.append(d)
 
         doc_rows = session.exec(

backend/tests/test_exited.py

@@ -61,6 +61,20 @@ def test_mark_exited_flows_to_partners_and_statements(auth_client, session):
     assert resp.json()["exited_on"] is None
 
 
+def test_investor_view_mirrors_exit(auth_client, session):
+    """The admin's read-only Investor View must carry exited_on exactly like the LP's own
+    portal — it was missing there (the bug behind the 'active card despite exit' report)."""
+    entity, lp = _setup_fund(session)
+    assert auth_client.put(
+        f"/api/entities/{entity.id}/partners/{lp.id}/exited",
+        json={"exited_on": "2026-05-15"},
+    ).status_code == 200
+
+    view = auth_client.get(f"/api/users/{lp.id}/investor-view").json()
+    assert view["capital_accounts"], "expected the LP's statements in the view"
+    assert all(c["exited_on"] == "2026-05-15" for c in view["capital_accounts"])
+
+
 def test_exited_member_excluded_from_rollup_committed(auth_client, session):
     entity, seller = _setup_fund(session)
     # The buyer joins the roster with the same commitment (they bought the stake).

deploy/package.json

@@ -1,6 +1,6 @@
 {
   "name": "ten31portal-startos",
-  "version": "0.2.35",
+  "version": "0.2.36",
   "private": true,
   "scripts": {
     "build": "npm run check && rm -rf ./javascript && ncc build startos/index.ts -o ./javascript",

deploy/startos/install/versions/index.ts

@@ -1,4 +1,4 @@
-export { v_0_2_35 as current } from './v_0_2_35'
+export { v_0_2_36 as current } from './v_0_2_36'
 import { v_0_1_0 } from './v_0_1_0'
 import { v_0_2_0 } from './v_0_2_0'
 import { v_0_2_1 } from './v_0_2_1'
@@ -34,4 +34,5 @@ import { v_0_2_31 } from './v_0_2_31'
 import { v_0_2_32 } from './v_0_2_32'
 import { v_0_2_33 } from './v_0_2_33'
 import { v_0_2_34 } from './v_0_2_34'
-export const other = [v_0_1_0, v_0_2_0, v_0_2_1, v_0_2_3, v_0_2_4, v_0_2_5, v_0_2_6, v_0_2_7, v_0_2_8, v_0_2_9, v_0_2_10, v_0_2_11, v_0_2_12, v_0_2_13, v_0_2_14, v_0_2_15, v_0_2_16, v_0_2_17, v_0_2_18, v_0_2_19, v_0_2_20, v_0_2_21, v_0_2_22, v_0_2_23, v_0_2_24, v_0_2_25, v_0_2_26, v_0_2_27, v_0_2_28, v_0_2_29, v_0_2_30, v_0_2_31, v_0_2_32, v_0_2_33, v_0_2_34]
+import { v_0_2_35 } from './v_0_2_35'
+export const other = [v_0_1_0, v_0_2_0, v_0_2_1, v_0_2_3, v_0_2_4, v_0_2_5, v_0_2_6, v_0_2_7, v_0_2_8, v_0_2_9, v_0_2_10, v_0_2_11, v_0_2_12, v_0_2_13, v_0_2_14, v_0_2_15, v_0_2_16, v_0_2_17, v_0_2_18, v_0_2_19, v_0_2_20, v_0_2_21, v_0_2_22, v_0_2_23, v_0_2_24, v_0_2_25, v_0_2_26, v_0_2_27, v_0_2_28, v_0_2_29, v_0_2_30, v_0_2_31, v_0_2_32, v_0_2_33, v_0_2_34, v_0_2_35]

deploy/startos/install/versions/v_0_2_36.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_36 = VersionInfo.of({
+  version: '0.2.36:0',
+  releaseNotes: {
+    en_US:
+      "Fix: the admin's read-only Investor View now carries exit status, so an exited position shows its Exited badge there exactly as the LP sees it (it previously showed the active card with $0s). A fund card where every position is exited is now greyed out so it reads as closed at a glance; documents inside stay fully usable.",
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})

frontend/public/sw.js

@@ -3,7 +3,7 @@
 // - content-hashed /assets/* are cache-first (immutable, safe forever)
 // - /api/* is never cached
 // Bump CACHE on each release so old entries are purged.
-const CACHE = 'ten31-portal-0.2.35'
+const CACHE = 'ten31-portal-0.2.36'
 
 self.addEventListener('install', () => self.skipWaiting())
 

frontend/src/portal/InvestorPortalView.tsx

@@ -152,10 +152,18 @@ function FundSection({
     return [...groups.values()];
   }, [accounts]);
 
+  // When every position in this fund has been sold/transferred, grey the whole card so it
+  // reads as closed at a glance — documents inside stay fully usable.
+  const allExited = byName.length > 0 && byName.every((g) => g[0].exited_on);
+
   return (
-    <section className="bg-white border border-gray-200 rounded-lg p-5">
+    <section
+      className={`border border-gray-200 rounded-lg p-5 ${allExited ? "bg-gray-50" : "bg-white"}`}
+    >
       <div className="flex items-baseline justify-between">
-        <h2 className="text-lg font-semibold text-gray-900">{entity.name}</h2>
+        <h2 className={`text-lg font-semibold ${allExited ? "text-gray-500" : "text-gray-900"}`}>
+          {entity.name}
+        </h2>
         <span className="text-xs text-gray-400 uppercase">{entity.type}</span>
       </div>
 

frontend/src/version.ts

@@ -1,4 +1,4 @@
 // Bumped each release so the running build is visible in the UI.
 // If the number shown in the app doesn't match the installed s9pk version,
 // the new frontend isn't actually being served.
-export const APP_VERSION = "0.2.35";
+export const APP_VERSION = "0.2.36";