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
+1 -1
View File
@@ -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-0.2.23'
const CACHE = 'ten31-portal-0.2.24'
self.addEventListener('install', () => self.skipWaiting())