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:
co-authored by
Claude Opus 4.8
parent
69f12b0519
commit
4215d4478f
@@ -414,12 +414,97 @@ const resetHoldingsAction = Action.withInput(
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},
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)
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// ============================================
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// Action: Reset Fund Partners
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// ============================================
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const resetPartnersInputSpec = InputSpec.of({
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name: Value.text({
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name: 'Fund Name',
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description: 'Exact name of the fund whose partners to clear (see List Funds)',
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default: '',
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required: true,
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placeholder: 'Low Time Preference Fund III, LP',
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}),
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})
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const resetPartnersAction = Action.withInput(
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'reset-partners',
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{
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name: 'Reset Fund Partners',
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description:
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"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).",
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warning:
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"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.",
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allowedStatuses: 'only-running',
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group: null,
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visibility: 'enabled',
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},
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resetPartnersInputSpec,
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async () => ({ name: '' }),
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async ({ input, effects }) => {
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try {
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const result = await runCli(effects, ['reset-partners', '--name', input.name], 'reset-partners-task')
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if (result.exitCode !== 0) {
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return errorResult(result.stderr?.toString() || 'Failed to clear partners')
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}
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return {
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version: '1' as const,
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title: 'Partners Cleared',
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message: result.stdout?.toString() || `Cleared partners from ${input.name}.`,
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result: null,
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}
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} catch (e: any) {
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return errorResult(`Failed to clear partners: ${e.message || e}`)
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}
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},
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)
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// ============================================
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// Action: Enable Investor Logins
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// ============================================
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const enableInvestorLoginsAction = Action.withoutInput(
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'enable-investor-logins',
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{
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name: 'Enable Investor Logins',
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description:
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'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.',
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warning: 'Every converted account gets the same well-known default password until the investor changes it.',
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allowedStatuses: 'only-running',
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group: null,
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visibility: 'enabled',
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},
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async ({ effects }) => {
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try {
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const result = await runCli(effects, ['enable-investor-logins'], 'enable-investor-logins-task')
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if (result.exitCode !== 0) {
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return errorResult(result.stderr?.toString() || 'Failed to enable investor logins')
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}
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return {
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version: '1' as const,
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title: 'Investor Logins Enabled',
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message: 'Send each investor their username; they sign in with the default password and change it.',
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result: {
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type: 'single' as const,
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value: result.stdout?.toString() || 'Nothing to do.',
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copyable: true,
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qr: false,
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masked: false,
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},
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}
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} catch (e: any) {
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return errorResult(`Failed to enable investor logins: ${e.message || e}`)
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}
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},
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)
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export const actions = sdk.Actions.of()
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.addAction(createUserAction)
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.addAction(resetPasswordAction)
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.addAction(showAdminPasswordAction)
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.addAction(listUsersAction)
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.addAction(enableInvestorLoginsAction)
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.addAction(deleteUserAction)
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.addAction(dedupeAction)
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.addAction(listFundsAction)
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.addAction(resetHoldingsAction)
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.addAction(resetPartnersAction)
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