Issue 1: repo scaffold and project structure

backend/alembic/README

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+Generic single-database configuration.

backend/alembic/env.py

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+"""Alembic environment configuration."""
+
+from logging.config import fileConfig
+
+from alembic import context
+from sqlalchemy import engine_from_config, pool
+from sqlmodel import SQLModel
+
+from ten31portal.config import DB_PATH
+
+# Import all models so metadata is populated
+from ten31portal.models import (  # noqa: F401
+    User, Entity, Holding, Position,
+    ValuationRound, Valuation, AuditLog,
+)
+
+config = context.config
+
+if config.config_file_name is not None:
+    fileConfig(config.config_file_name)
+
+target_metadata = SQLModel.metadata
+
+
+def run_migrations_offline() -> None:
+    url = f"sqlite:///{DB_PATH}"
+    context.configure(
+        url=url,
+        target_metadata=target_metadata,
+        literal_binds=True,
+        dialect_opts={"paramstyle": "named"},
+        render_as_batch=True,
+    )
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+def run_migrations_online() -> None:
+    cfg = config.get_section(config.config_ini_section, {})
+    cfg["sqlalchemy.url"] = f"sqlite:///{DB_PATH}"
+    connectable = engine_from_config(
+        cfg,
+        prefix="sqlalchemy.",
+        poolclass=pool.NullPool,
+    )
+    with connectable.connect() as connection:
+        context.configure(
+            connection=connection,
+            target_metadata=target_metadata,
+            render_as_batch=True,
+        )
+        with context.begin_transaction():
+            context.run_migrations()
+
+
+if context.is_offline_mode():
+    run_migrations_offline()
+else:
+    run_migrations_online()

backend/alembic/script.py.mako

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+"""${message}
+
+Revision ID: ${up_revision}
+Revises: ${down_revision | comma,n}
+Create Date: ${create_date}
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+import sqlmodel
+${imports if imports else ""}
+
+# revision identifiers, used by Alembic.
+revision: str = ${repr(up_revision)}
+down_revision: Union[str, None] = ${repr(down_revision)}
+branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
+depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    ${upgrades if upgrades else "pass"}
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    ${downgrades if downgrades else "pass"}

backend/alembic/versions/2792c4ff4612_initial_schema.py

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+"""initial schema
+
+Revision ID: 2792c4ff4612
+Revises: 
+Create Date: 2026-06-07 19:03:02.057772
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+import sqlmodel
+
+
+# revision identifiers, used by Alembic.
+revision: str = '2792c4ff4612'
+down_revision: Union[str, None] = None
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('entities',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('type', sa.Enum('fund', 'spv', 'gp', 'mgmt_co', name='entitytype'), nullable=False),
+    sa.Column('vintage_year', sa.Integer(), nullable=True),
+    sa.Column('fund_size_cents', sa.Integer(), nullable=True),
+    sa.Column('status', sa.Enum('active', 'closed', name='entitystatus'), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('users',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('email', sa.String(), nullable=False),
+    sa.Column('password_hash', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('role', sa.Enum('approver', 'cfo', 'fund_admin', 'viewer', name='userrole'), nullable=False),
+    sa.Column('is_active', sa.Boolean(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('email')
+    )
+    op.create_table('audit_log',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('actor_user_id', sa.Integer(), nullable=True),
+    sa.Column('action', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('object_type', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('object_id', sa.Integer(), nullable=True),
+    sa.Column('detail', sa.JSON(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.ForeignKeyConstraint(['actor_user_id'], ['users.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('holdings',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('entity_id', sa.Integer(), nullable=False),
+    sa.Column('company_name', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.ForeignKeyConstraint(['entity_id'], ['entities.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('valuation_rounds',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('entity_id', sa.Integer(), nullable=False),
+    sa.Column('quarter_end', sa.Date(), nullable=False),
+    sa.Column('status', sa.Enum('draft', 'submitted', 'approved', 'returned', name='roundstatus'), nullable=False),
+    sa.Column('submitted_by', sa.Integer(), nullable=True),
+    sa.Column('submitted_at', sa.DateTime(), nullable=True),
+    sa.Column('approved_by', sa.Integer(), nullable=True),
+    sa.Column('approved_at', sa.DateTime(), nullable=True),
+    sa.Column('return_note', sqlmodel.sql.sqltypes.AutoString(), nullable=True),
+    sa.Column('is_seed', sa.Boolean(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.ForeignKeyConstraint(['approved_by'], ['users.id'], ),
+    sa.ForeignKeyConstraint(['entity_id'], ['entities.id'], ),
+    sa.ForeignKeyConstraint(['submitted_by'], ['users.id'], ),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('entity_id', 'quarter_end', name='uq_round_entity_quarter')
+    )
+    op.create_table('positions',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('holding_id', sa.Integer(), nullable=False),
+    sa.Column('security_name', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+    sa.Column('investment_date', sa.Date(), nullable=False),
+    sa.Column('shares', sqlmodel.sql.sqltypes.AutoString(), nullable=True),
+    sa.Column('cost_cents', sa.Integer(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.ForeignKeyConstraint(['holding_id'], ['holdings.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('valuations',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('round_id', sa.Integer(), nullable=False),
+    sa.Column('position_id', sa.Integer(), nullable=False),
+    sa.Column('value_cents', sa.Integer(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=False),
+    sa.ForeignKeyConstraint(['position_id'], ['positions.id'], ),
+    sa.ForeignKeyConstraint(['round_id'], ['valuation_rounds.id'], ),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('round_id', 'position_id', name='uq_valuation_round_position')
+    )
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_table('valuations')
+    op.drop_table('positions')
+    op.drop_table('valuation_rounds')
+    op.drop_table('holdings')
+    op.drop_table('audit_log')
+    op.drop_table('users')
+    op.drop_table('entities')
+    # ### end Alembic commands ###