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0.2.27-0.2.32: LP portal polish, brand palette, default investor logins

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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
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frontend/src/pages/Import.tsx
+7 -6
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@@ -230,7 +230,7 @@ export default function Import() {
<li>{result.members} members ({result.created} newly created)</li>
{result.note && <li className="text-amber-700">{result.note}</li>}
</ul>
<button onClick={() => setResult(null)} className="mt-3 px-3 py-1.5 bg-gray-900 text-white rounded hover:bg-gray-800">
<button onClick={() => setResult(null)} className="mt-3 px-3 py-1.5 bg-brand-900 text-white rounded hover:bg-brand-800">
Import another
</button>
</div>
@@ -240,11 +240,11 @@ export default function Import() {
<label className="block text-sm text-gray-700 mb-2">Fund</label>
<div className="flex gap-4 mb-2">
<label className="flex items-center gap-2 text-sm text-gray-700 cursor-pointer">
<input type="radio" checked={entityMode === "existing"} onChange={() => { setEntityMode("existing"); reset(); }} className="text-orange-500" />
<input type="radio" checked={entityMode === "existing"} onChange={() => { setEntityMode("existing"); reset(); }} className="text-accent-500" />
Use existing fund
</label>
<label className="flex items-center gap-2 text-sm text-gray-700 cursor-pointer">
<input type="radio" checked={entityMode === "from_file"} onChange={() => { setEntityMode("from_file"); reset(); }} className="text-orange-500" />
<input type="radio" checked={entityMode === "from_file"} onChange={() => { setEntityMode("from_file"); reset(); }} className="text-accent-500" />
Create from file
</label>
</div>
@@ -260,6 +260,7 @@ export default function Import() {
<option value="spv">SPV</option>
<option value="gp">GP</option>
<option value="mgmt_co">Mgmt Co</option>
<option value="carry">Carry Vehicle</option>
</select>
<input className={inputCls} placeholder="Vintage year" value={vintageYear} onChange={(e) => setVintageYear(e.target.value)} />
</div>
@@ -278,7 +279,7 @@ export default function Import() {
</div>
<div className="flex justify-end">
<button onClick={readEnav} disabled={busy || !file} className="px-3 py-1.5 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50">
<button onClick={readEnav} disabled={busy || !file} className="px-3 py-1.5 bg-brand-900 text-white text-sm rounded hover:bg-brand-800 disabled:opacity-50">
{busy ? "Reading…" : "Read eNAV"}
</button>
</div>
@@ -373,7 +374,7 @@ export default function Import() {
{decisions.filter((d) => d.action === "match").length} matched ·{" "}
{decisions.filter((d) => d.action === "skip").length} skipped
</span>
<button onClick={handleConfirmClick} disabled={busy || !asOf} className="px-4 py-1.5 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50">
<button onClick={handleConfirmClick} disabled={busy || !asOf} className="px-4 py-1.5 bg-brand-900 text-white text-sm rounded hover:bg-brand-800 disabled:opacity-50">
{busy ? (step || "Importing…") : "Confirm import"}
</button>
</div>
@@ -491,7 +492,7 @@ function BatchBackfill({ entities }: { entities: Entity[] }) {
<button
onClick={run}
disabled={busy || !entityId || files.length === 0}
className="px-3 py-1.5 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50"
className="px-3 py-1.5 bg-brand-900 text-white text-sm rounded hover:bg-brand-800 disabled:opacity-50"
>
{busy ? "Loading history…" : "Load history"}
</button>