0.2.24: household-aware GP asset balances + show on Overview
Fixes a linked GP entity showing an empty Assets tab when its capital is
held under the linked account's other legal names (the eNAV often splits
one LLC across names).
- New GET /api/entities/{id}/asset-balances: household-aware, returns the
linked account's (and its linked names') capital balances per fund, plus
the linked account name for a clear empty state.
- Assets tab uses it; shows "linked to X but no balances on file" instead
of a blank table when the wrong account is linked.
- GP/mgmt Overview now surfaces the total linked balance across funds with
a "View by fund" link, so assets are visible without opening the tab.
Verified: 15/15 backend tests (incl. household case); frontend tsc + vite
build clean.
This commit is contained in:
@@ -1,4 +1,4 @@
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export { v_0_2_23 as current } from './v_0_2_23'
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export { v_0_2_24 as current } from './v_0_2_24'
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import { v_0_1_0 } from './v_0_1_0'
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import { v_0_2_0 } from './v_0_2_0'
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import { v_0_2_1 } from './v_0_2_1'
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@@ -22,4 +22,5 @@ import { v_0_2_19 } from './v_0_2_19'
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import { v_0_2_20 } from './v_0_2_20'
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import { v_0_2_21 } from './v_0_2_21'
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import { v_0_2_22 } from './v_0_2_22'
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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]
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import { v_0_2_23 } from './v_0_2_23'
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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]
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@@ -0,0 +1,13 @@
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import { VersionInfo } from '@start9labs/start-sdk'
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export const v_0_2_24 = VersionInfo.of({
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version: '0.2.24:0',
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releaseNotes: {
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en_US:
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'A GP or management entity\'s linked capital balance now shows on its Overview page too, not only the Assets tab. The Assets view also includes balances held under the linked account\'s other legal names (as the eNAV often splits one LLC across names), and shows a clear message when a linked account has no balances on file.',
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},
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migrations: {
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up: async ({ effects }) => {},
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down: async ({ effects }) => {},
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},
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})
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