0.2.35: exited positions show history clipped at the exit date

The eNAV keeps producing statements after an exit (quarterly for funds,
event-driven for SPVs), so an unfiltered graph would crash to zero.
Now the exited card gets its collapsible History back — chart + table
showing the capital journey up to exited_on only. Post-exit statements
stay recorded (audit trail; Undo restores full history) but are never
plotted. History section extracted into a shared HistorySection
component; toggle counts "statements" not "quarters" (SPV statements
are event-driven).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

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-0.2.34'
+const CACHE = 'ten31-portal-0.2.35'
 
 self.addEventListener('install', () => self.skipWaiting())
 

frontend/src/portal/InvestorPortalView.tsx

@@ -256,18 +256,13 @@ function CapitalBlock({
     () => [...accounts].sort((a, b) => a.as_of_date.localeCompare(b.as_of_date)),
     [accounts],
   );
-  const chartPoints: CapitalPoint[] = history.map((a) => ({
-    date: a.as_of_date,
-    value: a.ending_balance_cents,
-    paidIn: a.contributions_cents,
-    distributions: a.distributions_cents,
-  }));
-  // Collapsed by default so the portal opens clean; the investor expands the trend per fund.
-  const [showChart, setShowChart] = useState(false);
 
   // A sold/transferred stake: the fund's books show $0 with no distribution, which is not a
-  // loss. Show a quiet Exited badge and keep the documents; no balance, no gain/loss.
+  // loss. Show a quiet Exited badge and their capital journey UP TO the exit — statements
+  // the eNAV keeps producing after that date are recorded but never plotted, so the line
+  // ends at the exit instead of crashing to zero.
   if (latest.exited_on) {
+    const clipped = history.filter((a) => a.as_of_date <= latest.exited_on!);
     return (
       <div className={divider ? "mt-6 pt-5 border-t border-gray-100" : "mt-3"}>
         {label && <p className="text-sm font-medium text-gray-700">{label}</p>}
@@ -279,6 +274,7 @@ function CapitalBlock({
         <p className="text-sm text-gray-400 mt-2">
           This position was sold or transferred. Documents remain available below.
         </p>
+        <HistorySection history={clipped} />
       </div>
     );
   }
@@ -314,22 +310,41 @@ function CapitalBlock({
         </p>
       )}
 
-      {history.length > 1 && (
-        <div className="mt-5">
-          <button
-            type="button"
-            onClick={() => setShowChart((v) => !v)}
-            aria-expanded={showChart}
-            className="flex items-center gap-1.5 text-xs font-medium text-gray-500 uppercase hover:text-gray-700"
-          >
-            <span className={`transition-transform ${showChart ? "rotate-90" : ""}`}>▸</span>
-            History
-            <span className="normal-case font-normal text-gray-400">
-              · {history.length} quarters
-            </span>
-          </button>
-          {showChart && (
-          <div className="mt-3">
+      <HistorySection history={history} />
+    </div>
+  );
+}
+
+// Collapsible capital-over-time chart + statement table. Collapsed by default so the portal
+// opens clean; the investor expands the trend per fund. SPVs get sparse event-driven points,
+// funds quarterly ones — the chart plots whatever statements exist.
+function HistorySection({ history }: { history: CapitalAccount[] }) {
+  const [showChart, setShowChart] = useState(false);
+  if (history.length < 2) return null;
+
+  const chartPoints: CapitalPoint[] = history.map((a) => ({
+    date: a.as_of_date,
+    value: a.ending_balance_cents,
+    paidIn: a.contributions_cents,
+    distributions: a.distributions_cents,
+  }));
+
+  return (
+    <div className="mt-5">
+      <button
+        type="button"
+        onClick={() => setShowChart((v) => !v)}
+        aria-expanded={showChart}
+        className="flex items-center gap-1.5 text-xs font-medium text-gray-500 uppercase hover:text-gray-700"
+      >
+        <span className={`transition-transform ${showChart ? "rotate-90" : ""}`}>▸</span>
+        History
+        <span className="normal-case font-normal text-gray-400">
+          · {history.length} statements
+        </span>
+      </button>
+      {showChart && (
+        <div className="mt-3">
           <CapitalChart points={chartPoints} />
           <table className="w-full text-sm mt-4">
             <thead className="text-gray-400 text-left">
@@ -351,8 +366,6 @@ function CapitalBlock({
               ))}
             </tbody>
           </table>
-          </div>
-          )}
         </div>
       )}
     </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 = "0.2.34";
+export const APP_VERSION = "0.2.35";