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0.2.24: household-aware GP asset balances + show on Overview

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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
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deploy/startos/install/versions/index.ts
+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]