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:
Jonathan Kirkwood
2026-07-01 16:14:58 -05:00
parent e7501a14b0
commit 33776d42f4
10 changed files with 197 additions and 49 deletions
+3 -2
View File
@@ -1,4 +1,4 @@
export { v_0_2_23 as current } from './v_0_2_23'
export { v_0_2_24 as current } from './v_0_2_24'
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'
@@ -22,4 +22,5 @@ import { v_0_2_19 } from './v_0_2_19'
import { v_0_2_20 } from './v_0_2_20'
import { v_0_2_21 } from './v_0_2_21'
import { v_0_2_22 } from './v_0_2_22'
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]
import { v_0_2_23 } from './v_0_2_23'
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]
@@ -0,0 +1,13 @@
import { VersionInfo } from '@start9labs/start-sdk'
export const v_0_2_24 = VersionInfo.of({
version: '0.2.24:0',
releaseNotes: {
en_US:
'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.',
},
migrations: {
up: async ({ effects }) => {},
down: async ({ effects }) => {},
},
})