0.2.33: exited positions (secondary-sale edge case)

A member who sold/transferred their stake showed a phantom -100% loss
($0 ending balance, no distribution through the fund). Now:
- entity_access.exited_on (migration e1f2a3b4c5d6), set/cleared from the
  Partners tab (writer-only, inline date picker, audited)
- LP portal card shows a quiet "Exited <date>" badge, keeps documents,
  hides balance/gain
- portfolio summary excludes exited positions ("Excludes N exited")
- fund committed totals (rollup + Partners tab) skip exited members so
  seller + buyer are not double-counted

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Jonathan Kirkwood
2026-07-03 08:54:19 -05:00
co-authored by Claude Opus 4.8
parent 4215d4478f
commit a639ba14cf
14 changed files with 355 additions and 17 deletions
+1 -1
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@@ -1,6 +1,6 @@
{
"name": "ten31portal-startos",
"version": "0.2.32",
"version": "0.2.33",
"private": true,
"scripts": {
"build": "npm run check && rm -rf ./javascript && ncc build startos/index.ts -o ./javascript",
+3 -2
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@@ -1,4 +1,4 @@
export { v_0_2_32 as current } from './v_0_2_32'
export { v_0_2_33 as current } from './v_0_2_33'
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'
@@ -31,4 +31,5 @@ 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]
import { v_0_2_32 } from './v_0_2_32'
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]
@@ -0,0 +1,13 @@
import { VersionInfo } from '@start9labs/start-sdk'
export const v_0_2_33 = VersionInfo.of({
version: '0.2.33:0',
releaseNotes: {
en_US:
"Exited positions: a member who sold or transferred their stake (secondary sale) can be marked 'Exited' on the fund's Partners tab. Their portal card shows a quiet Exited badge instead of a phantom -100% loss, documents stay available, and the position drops out of the investor's portfolio totals and the fund's committed totals (avoiding seller+buyer double-counting).",
},
migrations: {
up: async ({ effects }) => {},
down: async ({ effects }) => {},
},
})