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>

deploy/package.json

@@ -1,6 +1,6 @@
 {
   "name": "ten31portal-startos",
-  "version": "0.2.26",
+  "version": "0.2.32",
   "private": true,
   "scripts": {
     "build": "npm run check && rm -rf ./javascript && ncc build startos/index.ts -o ./javascript",

deploy/startos/actions/index.ts

@@ -414,12 +414,97 @@ const resetHoldingsAction = Action.withInput(
   },
 )
 
+// ============================================
+// Action: Reset Fund Partners
+// ============================================
+const resetPartnersInputSpec = InputSpec.of({
+  name: Value.text({
+    name: 'Fund Name',
+    description: 'Exact name of the fund whose partners to clear (see List Funds)',
+    default: '',
+    required: true,
+    placeholder: 'Low Time Preference Fund III, LP',
+  }),
+})
+
+const resetPartnersAction = Action.withInput(
+  'reset-partners',
+  {
+    name: 'Reset Fund Partners',
+    description:
+      "Remove every partner from a fund — deletes its investor capital-account statements and their access grants to it. Use to undo a wrong members import (e.g. another fund's roster loaded into this one). Investor accounts themselves are kept, and holdings/NAV are not affected (use Reset Fund Holdings for those).",
+    warning:
+      "This permanently deletes this fund's capital-account statements and removes investors' access to it. Investor accounts are kept. Re-import the correct roster afterward to repopulate.",
+    allowedStatuses: 'only-running',
+    group: null,
+    visibility: 'enabled',
+  },
+  resetPartnersInputSpec,
+  async () => ({ name: '' }),
+  async ({ input, effects }) => {
+    try {
+      const result = await runCli(effects, ['reset-partners', '--name', input.name], 'reset-partners-task')
+      if (result.exitCode !== 0) {
+        return errorResult(result.stderr?.toString() || 'Failed to clear partners')
+      }
+      return {
+        version: '1' as const,
+        title: 'Partners Cleared',
+        message: result.stdout?.toString() || `Cleared partners from ${input.name}.`,
+        result: null,
+      }
+    } catch (e: any) {
+      return errorResult(`Failed to clear partners: ${e.message || e}`)
+    }
+  },
+)
+
+// ============================================
+// Action: Enable Investor Logins
+// ============================================
+const enableInvestorLoginsAction = Action.withoutInput(
+  'enable-investor-logins',
+  {
+    name: 'Enable Investor Logins',
+    description:
+      'Give every investor account that has no login yet the default password (Ten31Portal) and enable sign-in. Accounts that can already sign in are not touched; investors change their own password in the portal.',
+    warning: 'Every converted account gets the same well-known default password until the investor changes it.',
+    allowedStatuses: 'only-running',
+    group: null,
+    visibility: 'enabled',
+  },
+  async ({ effects }) => {
+    try {
+      const result = await runCli(effects, ['enable-investor-logins'], 'enable-investor-logins-task')
+      if (result.exitCode !== 0) {
+        return errorResult(result.stderr?.toString() || 'Failed to enable investor logins')
+      }
+      return {
+        version: '1' as const,
+        title: 'Investor Logins Enabled',
+        message: 'Send each investor their username; they sign in with the default password and change it.',
+        result: {
+          type: 'single' as const,
+          value: result.stdout?.toString() || 'Nothing to do.',
+          copyable: true,
+          qr: false,
+          masked: false,
+        },
+      }
+    } catch (e: any) {
+      return errorResult(`Failed to enable investor logins: ${e.message || e}`)
+    }
+  },
+)
+
 export const actions = sdk.Actions.of()
   .addAction(createUserAction)
   .addAction(resetPasswordAction)
   .addAction(showAdminPasswordAction)
   .addAction(listUsersAction)
+  .addAction(enableInvestorLoginsAction)
   .addAction(deleteUserAction)
   .addAction(dedupeAction)
   .addAction(listFundsAction)
   .addAction(resetHoldingsAction)
+  .addAction(resetPartnersAction)

deploy/startos/install/versions/index.ts

@@ -1,4 +1,4 @@
-export { v_0_2_26 as current } from './v_0_2_26'
+export { v_0_2_32 as current } from './v_0_2_32'
 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'
@@ -25,4 +25,10 @@ import { v_0_2_22 } from './v_0_2_22'
 import { v_0_2_23 } from './v_0_2_23'
 import { v_0_2_24 } from './v_0_2_24'
 import { v_0_2_25 } from './v_0_2_25'
-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, v_0_2_24, v_0_2_25]
+import { v_0_2_26 } from './v_0_2_26'
+import { v_0_2_27 } from './v_0_2_27'
+import { v_0_2_28 } from './v_0_2_28'
+import { v_0_2_29 } from './v_0_2_29'
+import { v_0_2_30 } from './v_0_2_30'
+import { v_0_2_31 } from './v_0_2_31'
+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, v_0_2_24, v_0_2_25, v_0_2_26, v_0_2_27, v_0_2_28, v_0_2_29, v_0_2_30, v_0_2_31]

deploy/startos/install/versions/v_0_2_27.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_27 = VersionInfo.of({
+  version: '0.2.27:0',
+  releaseNotes: {
+    en_US:
+      'Entity overview now shows a full Valuation history — every quarter on record with its NAV, status, and signed date — instead of just the latest quarter. Investor portal now shows, per fund/SPV, gain/loss (amount and % vs paid-in) on the capital account and the % of commitment distributed.',
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})

deploy/startos/install/versions/v_0_2_28.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_28 = VersionInfo.of({
+  version: '0.2.28:0',
+  releaseNotes: {
+    en_US:
+      "Investor gain/loss now measures total value (current NAV + distributions received) against paid-in capital, so an LP who has taken distributions no longer shows a false loss.",
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})

deploy/startos/install/versions/v_0_2_29.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_29 = VersionInfo.of({
+  version: '0.2.29:0',
+  releaseNotes: {
+    en_US:
+      "New 'Reset Fund Partners' service action (and a 'Clear all partners' button on a fund's Partners tab) removes all of a fund's capital-account statements and investor access grants — for undoing a wrong members import, e.g. one fund's roster loaded into another. Investor accounts and holdings/NAV are left intact. Reset Fund Holdings still only clears holdings; this covers the partner side.",
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})

deploy/startos/install/versions/v_0_2_30.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_30 = VersionInfo.of({
+  version: '0.2.30:0',
+  releaseNotes: {
+    en_US:
+      "Investor portal: the capital block now reads 'Current Capital Balance' and shows only the percentage gain (green) or loss (red) beneath it — the redundant dollar 'gain/loss vs paid-in' line was removed.",
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})

deploy/startos/install/versions/v_0_2_31.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_31 = VersionInfo.of({
+  version: '0.2.31:0',
+  releaseNotes: {
+    en_US:
+      "Entities view: the 'GP Entities and Management Companies' section is now 'Management Entities' and gains a new 'Carry Vehicle' entity type (with both Partners and Assets tabs) for carry vehicles like Ten31 EP LLC. Investor capital chart: the Distributions line only appears once distributions have actually been made.",
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})

deploy/startos/install/versions/v_0_2_32.ts

@@ -0,0 +1,13 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+export const v_0_2_32 = VersionInfo.of({
+  version: '0.2.32:0',
+  releaseNotes: {
+    en_US:
+      "Investor portal polish: a portfolio summary card totals commitment, paid-in, distributions and current balance across funds; gain/loss is labeled 'net of paid-in'; headline figures show whole dollars; documents group by year with a 'New' badge since the investor's last visit. Ten31 brand palette (navy/mint from the logo) replaces the orange accents. New members from the eNAV import now start with the default password 'Ten31Portal' (login enabled), and a new 'Enable Investor Logins' action converts existing no-login accounts. Password changes now require at least 8 characters. Login page shows a Portal@ten31.xyz contact line.",
+  },
+  migrations: {
+    up: async ({ effects }) => {},
+    down: async ({ effects }) => {},
+  },
+})