0.2.27-0.2.32: LP portal polish, brand palette, default investor logins
Cumulative checkpoint since 0.2.26:
- 0.2.27/28: entity valuation-history table; investor gain/loss = NAV +
distributions vs paid-in
- 0.2.29: Reset Fund Partners (endpoint, Partners-tab button, CLI, action)
- 0.2.30: "Current Capital Balance" label, %-only gain/loss
- 0.2.31: Management Entities rename, Carry Vehicle type, chart
distributions-line gate
- 0.2.32: LP-facing polish pass
* Ten31 brand palette from the logo (navy/mint); orange retired
* portfolio summary card across funds; gain labeled "net of paid-in"
* whole-dollar headline figures; "History · N quarters" toggle
* documents grouped by year with a "New" badge (users.docs_seen_at)
* eNAV-created members start on default password with login enabled;
enable-investor-logins CLI + StartOS action for existing accounts
* password minimum raised to 8 chars; login help line (Portal@ten31.xyz)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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co-authored by
Claude Opus 4.8
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69f12b0519
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4215d4478f
@@ -212,6 +212,8 @@ class DocumentResponse(BaseModel):
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size_bytes: int
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uploaded_by: int | None
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created_at: datetime
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# True for an investor when the doc arrived since their previous portal visit.
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is_new: bool = False
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# --- Capital account ---
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@@ -310,7 +312,7 @@ class ImportCommitInvestor(BaseModel):
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name: str | None = None # for action=create
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username: str | None = None # for action=create
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email: str | None = None
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password: str | None = None # for action=create; omit to create without a login
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password: str | None = None # for action=create; omit for the shared default password
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external_id: str | None = None # fund-admin INVESTOR ID, stored for re-import matching
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