0.2.45: Administrator (view only) role

New external role administrator_viewer: signs into the admin interface
and reads everything for its granted funds and SPVs (overview, partners,
capital accounts with every investor's statements, documents, valuation
history) but every write is refused: no imports, uploads, deletions,
entity edits, exit marking, or account management. No migration needed;
roles are stored as strings.

Internal admins can flip an Administrator between full management and
view only via a new Access level dropdown in Users > Manage. The
user-list endpoint is read-widened for the viewer role so investor names
resolve on its screens; all mutating endpoints keep the stricter gate.
This commit is contained in:
Jonathan Kirkwood
2026-08-11 15:37:44 -05:00
parent 1dabbc3073
commit 858bbe10da
18 changed files with 273 additions and 70 deletions
+5 -4
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@@ -107,9 +107,10 @@ require_entity_writer = require_role(
def require_internal_or_administrator(user: User = Depends(get_current_user)) -> User: def require_internal_or_administrator(user: User = Depends(get_current_user)) -> User:
"""Read gate for admin screens: any internal role, or the external Administrator. """Read gate for admin screens: any internal role, or an external Administrator
(managing or view-only).
Investors are blocked; Administrator calls must still be scope-checked per entity. Investors are blocked; external calls must still be scope-checked per entity.
""" """
if user.role == UserRole.investor: if user.role == UserRole.investor:
raise HTTPException(status_code=403, detail="Insufficient permissions") raise HTTPException(status_code=403, detail="Insufficient permissions")
@@ -117,9 +118,9 @@ def require_internal_or_administrator(user: User = Depends(get_current_user)) ->
def check_administrator_scope(user: User, entity_id: int, session: Session) -> None: def check_administrator_scope(user: User, entity_id: int, session: Session) -> None:
"""403 when an external Administrator touches an entity outside their grants. """403 when an external account touches an entity outside their grants.
Internal roles pass through untouched — their reach is decided by the route's gate. Internal roles pass through untouched — their reach is decided by the route's gate.
""" """
if user.role == UserRole.fund_administrator and not can_access_entity(user, entity_id, session): if user.role in EXTERNAL_ROLES and not can_access_entity(user, entity_id, session):
raise HTTPException(status_code=403, detail="No access to this entity") raise HTTPException(status_code=403, detail="No access to this entity")
+3 -2
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@@ -20,11 +20,12 @@ class UserRole(str, enum.Enum):
viewer = "viewer" viewer = "viewer"
# External accounts (entity-scoped via EntityAccess) # External accounts (entity-scoped via EntityAccess)
investor = "investor" investor = "investor"
fund_administrator = "fund_administrator" fund_administrator = "fund_administrator" # "Administrator" — manages its funds
administrator_viewer = "administrator_viewer" # "Administrator (view only)" — reads its funds
# External roles see only the entities granted to them. # External roles see only the entities granted to them.
EXTERNAL_ROLES = (UserRole.investor, UserRole.fund_administrator) EXTERNAL_ROLES = (UserRole.investor, UserRole.fund_administrator, UserRole.administrator_viewer)
class DocumentCategory(str, enum.Enum): class DocumentCategory(str, enum.Enum):
@@ -76,8 +76,9 @@ def list_statements(
query = select(CapitalAccountStatement) query = select(CapitalAccountStatement)
allowed = accessible_entity_ids(user, session) allowed = accessible_entity_ids(user, session)
if user.role == UserRole.fund_administrator: if user.role in (UserRole.fund_administrator, UserRole.administrator_viewer):
# An Administrator sees every investor's statements, but only inside their funds. # An Administrator (managing or view-only) sees every investor's statements,
# but only inside their funds.
if not allowed: if not allowed:
return [] return []
query = query.where(col(CapitalAccountStatement.entity_id).in_(allowed)) query = query.where(col(CapitalAccountStatement.entity_id).in_(allowed))
+8 -2
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@@ -6,7 +6,7 @@ from sqlmodel import Session, select, col
from ten31portal.audit import record_audit from ten31portal.audit import record_audit
from ten31portal.auth import ( from ten31portal.auth import (
accessible_entity_ids, can_access_entity, check_administrator_scope, get_current_user, accessible_entity_ids, can_access_entity, check_administrator_scope, get_current_user,
hash_password, household_user_ids, require_admin, require_internal_admin, hash_password, household_user_ids, require_admin, require_internal_admin, require_role,
) )
from ten31portal.database import get_session from ten31portal.database import get_session
from ten31portal.models import ( from ten31portal.models import (
@@ -329,7 +329,13 @@ def _set_entity_access(user_id: int, entity_ids: list[int], session: Session) ->
@router.get("") @router.get("")
def list_users( def list_users(
admin: User = Depends(require_admin), # Read-widened: a view-only Administrator may list the investors of its funds (it needs
# their names on the capital-accounts and documents screens); every mutating endpoint
# below keeps the stricter require_admin gate.
admin: User = Depends(require_role(
UserRole.approver, UserRole.cfo, UserRole.operations,
UserRole.fund_administrator, UserRole.administrator_viewer,
)),
session: Session = Depends(get_session), session: Session = Depends(get_session),
) -> list[UserResponse]: ) -> list[UserResponse]:
rows = session.exec(select(User).order_by(User.name)).all() # type: ignore[arg-type] rows = session.exec(select(User).order_by(User.name)).all() # type: ignore[arg-type]
+120
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@@ -0,0 +1,120 @@
"""Administrator (view only) role (0.2.45): reads everything on its granted entities,
changes nothing anywhere."""
import io
from datetime import date
from ten31portal.models import (
CapitalAccountStatement, Entity, EntityAccess, EntityType, UserRole,
)
from tests.conftest import make_user
def _login(client, username, password="password123"):
client.post("/api/auth/logout")
resp = client.post("/api/auth/login", json={"login": username, "password": password})
assert resp.status_code == 200, resp.text
return resp
def _setup(session):
fund_a = Entity(name="Fund A", type=EntityType.fund)
fund_b = Entity(name="Fund B", type=EntityType.fund)
session.add(fund_a)
session.add(fund_b)
session.commit()
viewer = make_user(session, username="viewonly", role=UserRole.administrator_viewer,
name="Read Only Admin")
session.add(EntityAccess(user_id=viewer.id, entity_id=fund_a.id))
lp = make_user(session, username="lp-a", role=UserRole.investor, name="LP Alpha")
session.add(EntityAccess(user_id=lp.id, entity_id=fund_a.id))
session.add(CapitalAccountStatement(
entity_id=fund_a.id, investor_user_id=lp.id, as_of_date=date(2026, 3, 31),
commitment_cents=100_00, beginning_balance_cents=0, contributions_cents=100_00,
distributions_cents=0, ending_balance_cents=110_00,
))
session.commit()
return fund_a, fund_b, viewer, lp
def test_viewer_reads_only_their_fund(client, session, approver):
fund_a, fund_b, viewer, lp = _setup(session)
_login(client, "viewonly")
entities = client.get("/api/entities").json()
assert [e["name"] for e in entities] == ["Fund A"]
assert client.get(f"/api/entities/{fund_a.id}/partners").status_code == 200
assert client.get(f"/api/entities/{fund_b.id}/partners").status_code == 403
assert client.get(f"/api/entities/{fund_a.id}/rounds").status_code == 200
assert client.get(f"/api/entities/{fund_a.id}/holdings").status_code == 200
# Sees every investor's statements within the fund, plus their names.
rows = client.get("/api/capital-accounts").json()
assert {r["entity_id"] for r in rows} == {fund_a.id}
users = client.get("/api/users").json()
assert {u["username"] for u in users} == {"lp-a"}
docs = client.get("/api/documents").json()
assert isinstance(docs, list)
def test_viewer_cannot_change_anything(client, session, approver):
fund_a, fund_b, viewer, lp = _setup(session)
_login(client, "viewonly")
# Entity records
assert client.patch(f"/api/entities/{fund_a.id}", json={"name": "X"}).status_code == 403
assert client.put(
f"/api/entities/{fund_a.id}/partners/{lp.id}/exited", json={"exited_on": "2026-06-30"}
).status_code == 403
assert client.delete(f"/api/entities/{fund_a.id}/partners").status_code == 403
# Documents
resp = client.post(
"/api/documents",
data={"entity_id": str(fund_a.id), "category": "statement"},
files={"file": ("x.pdf", io.BytesIO(b"pdf"), "application/pdf")},
)
assert resp.status_code == 403
# Capital accounts
assert client.post("/api/capital-accounts", json={
"entity_id": fund_a.id, "investor_user_id": lp.id, "as_of_date": "2026-06-30",
"commitment_dollars": 1, "beginning_balance_dollars": 0,
"contributions_dollars": 1, "distributions_dollars": 0, "ending_balance_dollars": 1,
}).status_code == 403
# Imports
assert client.post(
f"/api/import/schedule?entity_id={fund_a.id}",
files={"file": ("x.xlsx", io.BytesIO(b"junk"), "application/octet-stream")},
).status_code == 403
assert client.post(
"/api/import/capital-accounts/batch",
data={"entity_id": str(fund_a.id)},
files=[("files", ("x.xlsx", io.BytesIO(b"junk"), "application/octet-stream"))],
).status_code == 403
# User management
assert client.post("/api/users", json={
"name": "N", "username": "n", "password": "secretpw",
"role": "investor", "entity_ids": [fund_a.id],
}).status_code == 403
assert client.patch(f"/api/users/{lp.id}", json={"is_active": False}).status_code == 403
assert client.delete(f"/api/users/{lp.id}").status_code == 403
assert client.get("/api/users/access-matrix").status_code == 403
def test_internal_admin_toggles_administrator_level(auth_client, session):
admin_acct = make_user(session, username="mgr", role=UserRole.fund_administrator,
name="Managing Admin")
resp = auth_client.patch(f"/api/users/{admin_acct.id}", json={"role": "administrator_viewer"})
assert resp.status_code == 200, resp.text
assert resp.json()["role"] == "administrator_viewer"
resp = auth_client.patch(f"/api/users/{admin_acct.id}", json={"role": "fund_administrator"})
assert resp.status_code == 200
assert resp.json()["role"] == "fund_administrator"
+1 -1
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@@ -1,6 +1,6 @@
{ {
"name": "ten31portal-startos", "name": "ten31portal-startos",
"version": "0.2.44", "version": "0.2.45",
"private": true, "private": true,
"scripts": { "scripts": {
"build": "npm run check && rm -rf ./javascript && ncc build startos/index.ts -o ./javascript", "build": "npm run check && rm -rf ./javascript && ncc build startos/index.ts -o ./javascript",
+3 -2
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@@ -1,9 +1,10 @@
export { v_0_2_44 as current } from './v_0_2_44' export { v_0_2_45 as current } from './v_0_2_45'
import { v_0_1_0 } from './v_0_1_0' import { v_0_1_0 } from './v_0_1_0'
import { v_0_2_40 } from './v_0_2_40' import { v_0_2_40 } from './v_0_2_40'
import { v_0_2_41 } from './v_0_2_41' import { v_0_2_41 } from './v_0_2_41'
import { v_0_2_42 } from './v_0_2_42' import { v_0_2_42 } from './v_0_2_42'
import { v_0_2_43 } from './v_0_2_43' import { v_0_2_43 } from './v_0_2_43'
import { v_0_2_44 } from './v_0_2_44'
import { v_0_2_0 } from './v_0_2_0' import { v_0_2_0 } from './v_0_2_0'
import { v_0_2_1 } from './v_0_2_1' import { v_0_2_1 } from './v_0_2_1'
import { v_0_2_3 } from './v_0_2_3' import { v_0_2_3 } from './v_0_2_3'
@@ -43,4 +44,4 @@ import { v_0_2_36 } from './v_0_2_36'
import { v_0_2_37 } from './v_0_2_37' import { v_0_2_37 } from './v_0_2_37'
import { v_0_2_38 } from './v_0_2_38' import { v_0_2_38 } from './v_0_2_38'
import { v_0_2_39 } from './v_0_2_39' import { v_0_2_39 } from './v_0_2_39'
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, v_0_2_32, v_0_2_33, v_0_2_34, v_0_2_35, v_0_2_36, v_0_2_37, v_0_2_38, v_0_2_39, v_0_2_40, v_0_2_41, v_0_2_42, v_0_2_43] 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, v_0_2_32, v_0_2_33, v_0_2_34, v_0_2_35, v_0_2_36, v_0_2_37, v_0_2_38, v_0_2_39, v_0_2_40, v_0_2_41, v_0_2_42, v_0_2_43, v_0_2_44]
@@ -0,0 +1,18 @@
import { VersionInfo } from '@start9labs/start-sdk'
export const v_0_2_45 = VersionInfo.of({
version: '0.2.45:0',
releaseNotes: {
en_US:
'New "Administrator (view only)" role: sees everything an Administrator sees for ' +
'its granted funds and SPVs (overview, partners, capital accounts, documents, ' +
'valuation history) but can change nothing — no imports, uploads, deletions, or ' +
'account management. Create accounts with it directly, or switch an existing ' +
'Administrator between full management and view only from Users, then Manage, ' +
'then Access level.',
},
migrations: {
up: async ({ effects }) => {},
down: async ({ effects }) => {},
},
})
+1 -1
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@@ -3,7 +3,7 @@
// - content-hashed /assets/* are cache-first (immutable, safe forever) // - content-hashed /assets/* are cache-first (immutable, safe forever)
// - /api/* is never cached // - /api/* is never cached
// Bump CACHE on each release so old entries are purged. // Bump CACHE on each release so old entries are purged.
const CACHE = 'ten31-portal-0.2.44' const CACHE = 'ten31-portal-0.2.45'
self.addEventListener('install', () => self.skipWaiting()) self.addEventListener('install', () => self.skipWaiting())
+7 -5
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@@ -1,6 +1,6 @@
import { BrowserRouter, Routes, Route, Navigate } from "react-router-dom"; import { BrowserRouter, Routes, Route, Navigate } from "react-router-dom";
import { AuthProvider, useAuth } from "./context/AuthContext"; import { AuthProvider, useAuth } from "./context/AuthContext";
import { isAdministrator, isInternal } from "./api"; import { isExternalAdmin, isInternal } from "./api";
import { ForcePasswordChange, WelcomeFlow } from "./components/FirstLogin"; import { ForcePasswordChange, WelcomeFlow } from "./components/FirstLogin";
import Layout from "./components/Layout"; import Layout from "./components/Layout";
import Login from "./pages/Login"; import Login from "./pages/Login";
@@ -27,6 +27,8 @@ function AdminApp() {
// the backend refuses them anyway. // the backend refuses them anyway.
const { user } = useAuth(); const { user } = useAuth();
const internal = user != null && isInternal(user.role); const internal = user != null && isInternal(user.role);
// A view-only Administrator reads its funds; the management screens stay off.
const manager = internal || user?.role === "fund_administrator";
return ( return (
<Layout> <Layout>
<Routes> <Routes>
@@ -37,11 +39,11 @@ function AdminApp() {
<Route path="/entities/:id/investments" element={<Investments />} /> <Route path="/entities/:id/investments" element={<Investments />} />
<Route path="/entities/:id/assets" element={<EntityAssets />} /> <Route path="/entities/:id/assets" element={<EntityAssets />} />
{internal && <Route path="/entities/:id/valuation" element={<ValuationWorkflow />} />} {internal && <Route path="/entities/:id/valuation" element={<ValuationWorkflow />} />}
<Route path="/import" element={<Import />} /> {manager && <Route path="/import" element={<Import />} />}
{internal && <Route path="/audit" element={<AuditLog />} />} {internal && <Route path="/audit" element={<AuditLog />} />}
<Route path="/users" element={<Users />} /> {manager && <Route path="/users" element={<Users />} />}
{internal && <Route path="/investor-view" element={<InvestorView />} />} {internal && <Route path="/investor-view" element={<InvestorView />} />}
<Route path="/access" element={<AccessGrid />} /> {manager && <Route path="/access" element={<AccessGrid />} />}
<Route path="/documents" element={<Documents />} /> <Route path="/documents" element={<Documents />} />
<Route path="/capital-accounts" element={<CapitalAccounts />} /> <Route path="/capital-accounts" element={<CapitalAccounts />} />
<Route path="*" element={<Navigate to="/" replace />} /> <Route path="*" element={<Navigate to="/" replace />} />
@@ -96,7 +98,7 @@ function ProtectedRoutes() {
// Still on the shared default password → nothing else until they set their own. // Still on the shared default password → nothing else until they set their own.
if (user.must_change_password) return <ForcePasswordChange />; if (user.must_change_password) return <ForcePasswordChange />;
return isInternal(user.role) || isAdministrator(user.role) ? <AdminApp /> : <ExternalApp />; return isInternal(user.role) || isExternalAdmin(user.role) ? <AdminApp /> : <ExternalApp />;
} }
export default function App() { export default function App() {
+6 -2
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@@ -11,7 +11,8 @@ export type UserRole =
| "fund_admin" | "fund_admin"
| "viewer" | "viewer"
| "investor" | "investor"
| "fund_administrator"; | "fund_administrator"
| "administrator_viewer";
export type EntityType = "fund" | "spv" | "gp" | "mgmt_co" | "carry"; export type EntityType = "fund" | "spv" | "gp" | "mgmt_co" | "carry";
export type EntityStatus = "active" | "closed"; export type EntityStatus = "active" | "closed";
export type RoundStatus = "draft" | "submitted" | "approved" | "returned"; export type RoundStatus = "draft" | "submitted" | "approved" | "returned";
@@ -23,7 +24,7 @@ export type DocumentCategory =
| "other"; | "other";
export const INTERNAL_ROLES: UserRole[] = ["approver", "operations", "cfo", "fund_admin", "viewer"]; export const INTERNAL_ROLES: UserRole[] = ["approver", "operations", "cfo", "fund_admin", "viewer"];
export const EXTERNAL_ROLES: UserRole[] = ["investor", "fund_administrator"]; export const EXTERNAL_ROLES: UserRole[] = ["investor", "fund_administrator", "administrator_viewer"];
// Roles that can administer users, documents, and capital accounts (everything except sign-off). // Roles that can administer users, documents, and capital accounts (everything except sign-off).
export const ADMIN_ROLES: UserRole[] = ["approver", "operations", "cfo"]; export const ADMIN_ROLES: UserRole[] = ["approver", "operations", "cfo"];
@@ -36,6 +37,9 @@ export const canEditRound = (role: UserRole) => WRITER_ROLES.includes(role);
export const isApprover = (role: UserRole) => role === "approver"; export const isApprover = (role: UserRole) => role === "approver";
// The external Administrator: full management, but only inside their granted entities. // The external Administrator: full management, but only inside their granted entities.
export const isAdministrator = (role: UserRole) => role === "fund_administrator"; export const isAdministrator = (role: UserRole) => role === "fund_administrator";
// Any external administrator account (managing or view-only) — routed to the admin app.
export const isExternalAdmin = (role: UserRole) =>
role === "fund_administrator" || role === "administrator_viewer";
// Can run the admin screens (users, documents, capital accounts, imports). // Can run the admin screens (users, documents, capital accounts, imports).
export const isManager = (role: UserRole) => isAdmin(role) || isAdministrator(role); export const isManager = (role: UserRole) => isAdmin(role) || isAdministrator(role);
// Can edit entity records (partners, exits, fund details) — internal writers + Administrator. // Can edit entity records (partners, exits, fund details) — internal writers + Administrator.
+7 -1
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@@ -1,7 +1,7 @@
import { useState } from "react"; import { useState } from "react";
import { Link, useLocation } from "react-router-dom"; import { Link, useLocation } from "react-router-dom";
import { useAuth } from "../context/AuthContext"; import { useAuth } from "../context/AuthContext";
import { isAdmin, isAdministrator } from "../api"; import { isAdmin, isAdministrator, isExternalAdmin } from "../api";
import { roleLabel } from "../format"; import { roleLabel } from "../format";
import ChangePasswordModal from "./ChangePasswordModal"; import ChangePasswordModal from "./ChangePasswordModal";
import TwoFactorModal from "./TwoFactorModal"; import TwoFactorModal from "./TwoFactorModal";
@@ -29,10 +29,16 @@ export default function Layout({ children }: { children: React.ReactNode }) {
const [managing2fa, setManaging2fa] = useState(false); const [managing2fa, setManaging2fa] = useState(false);
// An external Administrator gets the admin screens for their funds, but not the // An external Administrator gets the admin screens for their funds, but not the
// internal-only views (Investor View mirrors any LP; Audit Log spans the whole portal). // internal-only views (Investor View mirrors any LP; Audit Log spans the whole portal).
// The view-only variant reads its funds: no Import, no Users, no Access Grid.
const navItems = user && isAdmin(user.role) const navItems = user && isAdmin(user.role)
? [...TOP_NAV, ...ADMIN_NAV, ...BOTTOM_NAV] ? [...TOP_NAV, ...ADMIN_NAV, ...BOTTOM_NAV]
: user && isAdministrator(user.role) : user && isAdministrator(user.role)
? [...TOP_NAV, ...ADMIN_NAV.filter((i) => i.path !== "/investor-view")] ? [...TOP_NAV, ...ADMIN_NAV.filter((i) => i.path !== "/investor-view")]
: user && isExternalAdmin(user.role)
? [
...TOP_NAV.filter((i) => i.path !== "/import"),
...ADMIN_NAV.filter((i) => ["/documents", "/capital-accounts"].includes(i.path)),
]
: [...TOP_NAV, ...BOTTOM_NAV]; : [...TOP_NAV, ...BOTTOM_NAV];
return ( return (
+1
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@@ -64,6 +64,7 @@ export function roleLabel(role: string): string {
viewer: "Viewer (internal)", viewer: "Viewer (internal)",
investor: "Investor", investor: "Investor",
fund_administrator: "Administrator", fund_administrator: "Administrator",
administrator_viewer: "Administrator (view only)",
}; };
return map[role] ?? role; return map[role] ?? role;
} }
+12 -1
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@@ -1,8 +1,11 @@
import { useEffect, useMemo, useState } from "react"; import { useEffect, useMemo, useState } from "react";
import { api, type CapitalAccount, type Entity, type User } from "../api"; import { api, isManager, type CapitalAccount, type Entity, type User } from "../api";
import { useAuth } from "../context/AuthContext";
import { formatDate, formatMoneyExact } from "../format"; import { formatDate, formatMoneyExact } from "../format";
export default function CapitalAccounts() { export default function CapitalAccounts() {
const { user: me } = useAuth();
const canWrite = me != null && isManager(me.role);
const [entities, setEntities] = useState<Entity[]>([]); const [entities, setEntities] = useState<Entity[]>([]);
const [users, setUsers] = useState<User[]>([]); const [users, setUsers] = useState<User[]>([]);
const [rows, setRows] = useState<CapitalAccount[]>([]); const [rows, setRows] = useState<CapitalAccount[]>([]);
@@ -45,12 +48,14 @@ export default function CapitalAccounts() {
</p> </p>
{error && <p className="text-sm text-red-600 mb-3">{error}</p>} {error && <p className="text-sm text-red-600 mb-3">{error}</p>}
{canWrite && (
<EntryForm <EntryForm
entities={entities} entities={entities}
investors={investors} investors={investors}
onSaved={load} onSaved={load}
setError={setError} setError={setError}
/> />
)}
<h3 className="text-sm font-medium text-gray-700 mt-8 mb-2">Statements</h3> <h3 className="text-sm font-medium text-gray-700 mt-8 mb-2">Statements</h3>
<div className="bg-white border border-gray-200 rounded-lg overflow-x-auto"> <div className="bg-white border border-gray-200 rounded-lg overflow-x-auto">
@@ -86,13 +91,17 @@ export default function CapitalAccounts() {
<span className="text-xs font-medium uppercase text-gray-500 bg-gray-100 px-1.5 py-0.5 rounded"> <span className="text-xs font-medium uppercase text-gray-500 bg-gray-100 px-1.5 py-0.5 rounded">
Exited {formatDate(r.exited_on)} Exited {formatDate(r.exited_on)}
</span> </span>
{canWrite && (
<button <button
onClick={() => saveExit(r, null)} onClick={() => saveExit(r, null)}
className="ml-2 text-xs text-accent-600 hover:text-accent-700" className="ml-2 text-xs text-accent-600 hover:text-accent-700"
> >
Undo Undo
</button> </button>
)}
</span> </span>
) : !canWrite ? (
<span className="text-xs text-gray-400">Member</span>
) : exitingKey === `${r.entity_id}:${r.investor_user_id}` ? ( ) : exitingKey === `${r.entity_id}:${r.investor_user_id}` ? (
<span className="flex items-center gap-1.5"> <span className="flex items-center gap-1.5">
<input <input
@@ -124,6 +133,7 @@ export default function CapitalAccounts() {
)} )}
</td> </td>
<td className="px-4 py-2 text-right"> <td className="px-4 py-2 text-right">
{canWrite && (
<button <button
onClick={() => { onClick={() => {
if (confirm("Delete this statement?")) if (confirm("Delete this statement?"))
@@ -133,6 +143,7 @@ export default function CapitalAccounts() {
> >
Delete Delete
</button> </button>
)}
</td> </td>
</tr> </tr>
))} ))}
+8
View File
@@ -1,16 +1,20 @@
import { useEffect, useMemo, useState } from "react"; import { useEffect, useMemo, useState } from "react";
import { import {
api, api,
isManager,
type DocumentCategory, type DocumentCategory,
type Entity, type Entity,
type PortalDocument, type PortalDocument,
type User, type User,
} from "../api"; } from "../api";
import { useAuth } from "../context/AuthContext";
import { categoryLabel, formatBytes, formatDate } from "../format"; import { categoryLabel, formatBytes, formatDate } from "../format";
const CATEGORIES: DocumentCategory[] = ["statement", "k1", "capital_account", "tax", "other"]; const CATEGORIES: DocumentCategory[] = ["statement", "k1", "capital_account", "tax", "other"];
export default function Documents() { export default function Documents() {
const { user: me } = useAuth();
const canWrite = me != null && isManager(me.role);
const [entities, setEntities] = useState<Entity[]>([]); const [entities, setEntities] = useState<Entity[]>([]);
const [users, setUsers] = useState<User[]>([]); const [users, setUsers] = useState<User[]>([]);
const [docs, setDocs] = useState<PortalDocument[]>([]); const [docs, setDocs] = useState<PortalDocument[]>([]);
@@ -38,11 +42,13 @@ export default function Documents() {
<h2 className="text-xl font-semibold text-gray-900 mb-4">Documents</h2> <h2 className="text-xl font-semibold text-gray-900 mb-4">Documents</h2>
{error && <p className="text-sm text-red-600 mb-3">{error}</p>} {error && <p className="text-sm text-red-600 mb-3">{error}</p>}
{canWrite && (
<UploadForm <UploadForm
entities={entities} entities={entities}
onUploaded={loadDocs} onUploaded={loadDocs}
setError={setError} setError={setError}
/> />
)}
<div className="flex items-center gap-2 mt-8 mb-2"> <div className="flex items-center gap-2 mt-8 mb-2">
<h3 className="text-sm font-medium text-gray-700">All documents</h3> <h3 className="text-sm font-medium text-gray-700">All documents</h3>
@@ -91,6 +97,7 @@ export default function Documents() {
> >
Download Download
</a> </a>
{canWrite && (
<button <button
onClick={() => { onClick={() => {
if (confirm(`Delete "${d.title}"?`)) if (confirm(`Delete "${d.title}"?`))
@@ -100,6 +107,7 @@ export default function Documents() {
> >
Delete Delete
</button> </button>
)}
</td> </td>
</tr> </tr>
))} ))}
+6 -1
View File
@@ -1,10 +1,13 @@
import { useEffect, useMemo, useState } from "react"; import { useEffect, useMemo, useState } from "react";
import { useParams } from "react-router-dom"; import { useParams } from "react-router-dom";
import { api, type Entity, type PortalDocument, type User } from "../api"; import { api, isManager, type Entity, type PortalDocument, type User } from "../api";
import { useAuth } from "../context/AuthContext";
import { categoryLabel, formatDate } from "../format"; import { categoryLabel, formatDate } from "../format";
import EntityHeader from "../components/EntityHeader"; import EntityHeader from "../components/EntityHeader";
export default function EntityDocuments() { export default function EntityDocuments() {
const { user: me } = useAuth();
const canWrite = me != null && isManager(me.role);
const { id } = useParams<{ id: string }>(); const { id } = useParams<{ id: string }>();
const [entity, setEntity] = useState<Entity | null>(null); const [entity, setEntity] = useState<Entity | null>(null);
const [docs, setDocs] = useState<PortalDocument[]>([]); const [docs, setDocs] = useState<PortalDocument[]>([]);
@@ -64,6 +67,7 @@ export default function EntityDocuments() {
<a href={api.downloadUrl(d.id)} className="text-accent-600 hover:text-accent-700 mr-3"> <a href={api.downloadUrl(d.id)} className="text-accent-600 hover:text-accent-700 mr-3">
Download Download
</a> </a>
{canWrite && (
<button <button
onClick={() => { onClick={() => {
if (confirm(`Delete "${d.title}"?`)) if (confirm(`Delete "${d.title}"?`))
@@ -73,6 +77,7 @@ export default function EntityDocuments() {
> >
Delete Delete
</button> </button>
)}
</td> </td>
</tr> </tr>
))} ))}
+18
View File
@@ -16,6 +16,7 @@ import PasswordInput from "../components/PasswordInput";
const CREATABLE_ROLES: UserRole[] = [ const CREATABLE_ROLES: UserRole[] = [
"investor", "investor",
"fund_administrator", "fund_administrator",
"administrator_viewer",
"operations", "operations",
"approver", "approver",
]; ];
@@ -298,6 +299,10 @@ function EditUserModal({
const { user: me } = useAuth(); const { user: me } = useAuth();
const external = !isInternal(user.role); const external = !isInternal(user.role);
const canDelete = !user.is_service_admin && user.id !== me?.id; const canDelete = !user.is_service_admin && user.id !== me?.id;
// Internal admins can flip an Administrator between full management and view only.
const externalAdmin = user.role === "fund_administrator" || user.role === "administrator_viewer";
const canSetLevel = externalAdmin && me != null && isInternal(me.role);
const [role, setRole] = useState<UserRole>(user.role);
const remove = async () => { const remove = async () => {
if ( if (
@@ -335,6 +340,7 @@ function EditUserModal({
...(username.trim() && username.trim() !== user.username ...(username.trim() && username.trim() !== user.username
? { username: username.trim() } ? { username: username.trim() }
: {}), : {}),
...(canSetLevel && role !== user.role ? { role } : {}),
...(external ? { entity_ids: [...selected] } : {}), ...(external ? { entity_ids: [...selected] } : {}),
}); });
if (isInvestor && !isPrimary && linkTo !== (user.primary_account_id ?? "")) { if (isInvestor && !isPrimary && linkTo !== (user.primary_account_id ?? "")) {
@@ -366,6 +372,18 @@ function EditUserModal({
<input type="checkbox" checked={isActive} onChange={(e) => setIsActive(e.target.checked)} /> <input type="checkbox" checked={isActive} onChange={(e) => setIsActive(e.target.checked)} />
Account active Account active
</label> </label>
{canSetLevel && (
<Field label="Access level">
<select
className={inputCls}
value={role}
onChange={(e) => setRole(e.target.value as UserRole)}
>
<option value="fund_administrator">Administrator (manages their funds)</option>
<option value="administrator_viewer">Administrator (view only)</option>
</select>
</Field>
)}
{external && ( {external && (
<Field label="Entity access"> <Field label="Entity access">
<EntityChecklist entities={entities} selected={selected} onChange={setSelected} /> <EntityChecklist entities={entities} selected={selected} onChange={setSelected} />
+1 -1
View File
@@ -1,4 +1,4 @@
// Bumped each release so the running build is visible in the UI. // Bumped each release so the running build is visible in the UI.
// If the number shown in the app doesn't match the installed s9pk version, // If the number shown in the app doesn't match the installed s9pk version,
// the new frontend isn't actually being served. // the new frontend isn't actually being served.
export const APP_VERSION = "0.2.44"; export const APP_VERSION = "0.2.45";