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>
This commit is contained in:
Jonathan Kirkwood
2026-07-03 08:40:40 -05:00
co-authored by Claude Opus 4.8
parent 69f12b0519
commit 4215d4478f
47 changed files with 935 additions and 111 deletions
+3 -1
View File
@@ -212,6 +212,8 @@ class DocumentResponse(BaseModel):
size_bytes: int
uploaded_by: int | None
created_at: datetime
# True for an investor when the doc arrived since their previous portal visit.
is_new: bool = False
# --- Capital account ---
@@ -310,7 +312,7 @@ class ImportCommitInvestor(BaseModel):
name: str | None = None # for action=create
username: str | None = None # for action=create
email: str | None = None
password: str | None = None # for action=create; omit to create without a login
password: str | None = None # for action=create; omit for the shared default password
external_id: str | None = None # fund-admin INVESTOR ID, stored for re-import matching