Issue 1: repo scaffold and project structure
This commit is contained in:
Johnny 5
@@ -0,0 +1,46 @@
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import { BrowserRouter, Routes, Route, Navigate } from "react-router-dom";
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import { AuthProvider, useAuth } from "./context/AuthContext";
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import Layout from "./components/Layout";
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import Login from "./pages/Login";
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import EntitiesList from "./pages/EntitiesList";
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import EntityOverview from "./pages/EntityOverview";
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import Investments from "./pages/Investments";
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import ValuationWorkflow from "./pages/ValuationWorkflow";
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function ProtectedRoutes() {
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const { user, loading } = useAuth();
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if (loading) {
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return (
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<div className="min-h-screen flex items-center justify-center text-gray-500 text-sm">
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Loading...
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</div>
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);
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}
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if (!user) {
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return <Login />;
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}
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return (
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<Layout>
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<Routes>
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<Route path="/" element={<EntitiesList />} />
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<Route path="/entities/:id" element={<EntityOverview />} />
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<Route path="/entities/:id/investments" element={<Investments />} />
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<Route path="/entities/:id/valuation" element={<ValuationWorkflow />} />
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<Route path="*" element={<Navigate to="/" replace />} />
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</Routes>
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</Layout>
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);
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}
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export default function App() {
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return (
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<BrowserRouter>
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<AuthProvider>
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<ProtectedRoutes />
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</AuthProvider>
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</BrowserRouter>
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);
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}
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@@ -0,0 +1,172 @@
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/**
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* Typed API client for Ten31Portal backend.
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*/
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// --- Types ---
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export type UserRole = "approver" | "cfo" | "fund_admin" | "viewer";
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export type EntityType = "fund" | "spv" | "gp" | "mgmt_co";
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export type EntityStatus = "active" | "closed";
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export type RoundStatus = "draft" | "submitted" | "approved" | "returned";
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export interface User {
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id: number;
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name: string;
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email: string;
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role: UserRole;
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is_active: boolean;
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created_at: string;
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}
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export interface Entity {
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id: number;
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name: string;
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type: EntityType;
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vintage_year: number | null;
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fund_size_cents: number | null;
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status: EntityStatus;
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created_at: string;
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}
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export interface Holding {
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id: number;
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entity_id: number;
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company_name: string;
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created_at: string;
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}
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export interface Position {
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id: number;
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holding_id: number;
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security_name: string;
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investment_date: string;
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shares: string | null;
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cost_cents: number;
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created_at: string;
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}
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export interface Valuation {
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id: number;
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round_id: number;
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position_id: number;
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value_cents: number;
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created_at: string;
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}
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export interface ValuationRound {
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id: number;
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entity_id: number;
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quarter_end: string;
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status: RoundStatus;
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submitted_by: number | null;
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submitted_at: string | null;
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approved_by: number | null;
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approved_at: string | null;
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return_note: string | null;
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is_seed: boolean;
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created_at: string;
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valuations: Valuation[];
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}
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export interface AuditEntry {
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id: number;
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actor_user_id: number | null;
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action: string;
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object_type: string;
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object_id: number | null;
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detail: unknown;
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created_at: string;
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}
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// --- API helpers ---
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class ApiError extends Error {
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status: number;
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constructor(status: number, message: string) {
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super(message);
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this.status = status;
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}
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}
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async function request<T>(path: string, options?: RequestInit): Promise<T> {
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const res = await fetch(path, {
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...options,
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headers: {
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"Content-Type": "application/json",
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...options?.headers,
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},
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});
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if (!res.ok) {
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const body = await res.json().catch(() => ({ detail: res.statusText }));
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throw new ApiError(res.status, body.detail || res.statusText);
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}
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return res.json();
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}
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// --- Auth ---
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export const api = {
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login: (email: string, password: string) =>
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request<User>("/api/auth/login", {
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method: "POST",
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body: JSON.stringify({ email, password }),
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}),
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logout: () => request<{ status: string }>("/api/auth/logout", { method: "POST" }),
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me: () => request<User>("/api/auth/me"),
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// Entities
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listEntities: () => request<Entity[]>("/api/entities"),
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getEntity: (id: number) => request<Entity>(`/api/entities/${id}`),
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createEntity: (data: Partial<Entity>) =>
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request<Entity>("/api/entities", { method: "POST", body: JSON.stringify(data) }),
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updateEntity: (id: number, data: Partial<Entity>) =>
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request<Entity>(`/api/entities/${id}`, { method: "PATCH", body: JSON.stringify(data) }),
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// Holdings
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listHoldings: (entityId: number) =>
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request<Holding[]>(`/api/entities/${entityId}/holdings`),
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createHolding: (entityId: number, data: { company_name: string }) =>
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request<Holding>(`/api/entities/${entityId}/holdings`, {
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method: "POST",
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body: JSON.stringify(data),
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}),
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// Positions
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listPositions: (holdingId: number) =>
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request<Position[]>(`/api/holdings/${holdingId}/positions`),
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// Rounds
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listRounds: (entityId: number) =>
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request<ValuationRound[]>(`/api/entities/${entityId}/rounds`),
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getRound: (roundId: number) => request<ValuationRound>(`/api/rounds/${roundId}`),
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createRound: (entityId: number, quarterEnd: string) =>
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request<ValuationRound>(`/api/entities/${entityId}/rounds`, {
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method: "POST",
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body: JSON.stringify({ quarter_end: quarterEnd }),
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}),
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updateValuations: (roundId: number, valuations: { position_id: number; value_cents: number }[]) =>
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request<ValuationRound>(`/api/rounds/${roundId}/valuations`, {
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method: "PATCH",
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body: JSON.stringify({ valuations }),
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}),
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submitRound: (roundId: number) =>
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request<ValuationRound>(`/api/rounds/${roundId}/submit`, { method: "POST" }),
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approveRound: (roundId: number) =>
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request<ValuationRound>(`/api/rounds/${roundId}/approve`, { method: "POST" }),
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returnRound: (roundId: number, note: string) =>
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request<ValuationRound>(`/api/rounds/${roundId}/return`, {
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method: "POST",
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body: JSON.stringify({ note }),
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}),
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// Audit
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listAudit: (params?: { object_type?: string; object_id?: number; page?: number }) => {
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const q = new URLSearchParams();
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if (params?.object_type) q.set("object_type", params.object_type);
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if (params?.object_id) q.set("object_id", String(params.object_id));
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if (params?.page) q.set("page", String(params.page));
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return request<AuditEntry[]>(`/api/audit?${q}`);
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},
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};
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@@ -0,0 +1,73 @@
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import { Link, useLocation } from "react-router-dom";
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import { useAuth } from "../context/AuthContext";
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const NAV_ITEMS = [
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{ label: "Entities", path: "/" },
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{ label: "Import", path: "/import", stub: true },
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{ label: "Audit Log", path: "/audit", stub: true },
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];
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export default function Layout({ children }: { children: React.ReactNode }) {
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const { user, logout } = useAuth();
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const location = useLocation();
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return (
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<div className="flex h-screen bg-gray-50">
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{/* Left nav */}
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<nav className="w-56 bg-white border-r border-gray-200 flex flex-col">
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<div className="p-4 border-b border-gray-200">
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<h1 className="text-lg font-semibold text-gray-900">Ten31Portal</h1>
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</div>
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<ul className="flex-1 py-2">
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{NAV_ITEMS.map((item) => {
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const active = item.path === "/"
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? location.pathname === "/"
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: location.pathname.startsWith(item.path);
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return (
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<li key={item.path}>
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{item.stub ? (
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<span className="block px-4 py-2 text-sm text-gray-400 cursor-not-allowed">
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{item.label}
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</span>
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) : (
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<Link
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to={item.path}
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className={`block px-4 py-2 text-sm ${
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active
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? "bg-orange-50 text-orange-600 border-r-2 border-orange-500 font-medium"
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: "text-gray-700 hover:bg-gray-50"
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}`}
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>
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{item.label}
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</Link>
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)}
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</li>
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);
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})}
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</ul>
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</nav>
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{/* Main area */}
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<div className="flex-1 flex flex-col overflow-hidden">
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{/* Top bar */}
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<header className="h-14 bg-white border-b border-gray-200 flex items-center justify-end px-6">
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<div className="flex items-center gap-4">
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<span className="text-sm text-gray-600">{user?.name}</span>
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<span className="text-xs text-gray-400 bg-gray-100 px-2 py-0.5 rounded">
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{user?.role}
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</span>
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<button
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onClick={logout}
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className="text-sm text-gray-500 hover:text-gray-800"
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>
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Sign out
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</button>
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</div>
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</header>
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{/* Content */}
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<main className="flex-1 overflow-auto p-6">{children}</main>
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</div>
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</div>
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);
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}
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@@ -0,0 +1,42 @@
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import { createContext, useContext, useEffect, useState, type ReactNode } from "react";
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import { api, type User } from "../api";
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interface AuthState {
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user: User | null;
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loading: boolean;
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login: (email: string, password: string) => Promise<void>;
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logout: () => Promise<void>;
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}
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const AuthContext = createContext<AuthState | null>(null);
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export function AuthProvider({ children }: { children: ReactNode }) {
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const [user, setUser] = useState<User | null>(null);
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const [loading, setLoading] = useState(true);
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useEffect(() => {
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api.me().then(setUser).catch(() => setUser(null)).finally(() => setLoading(false));
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}, []);
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const login = async (email: string, password: string) => {
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const u = await api.login(email, password);
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setUser(u);
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};
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const logout = async () => {
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await api.logout();
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setUser(null);
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};
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return (
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<AuthContext.Provider value={{ user, loading, login, logout }}>
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{children}
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</AuthContext.Provider>
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);
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}
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export function useAuth() {
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const ctx = useContext(AuthContext);
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if (!ctx) throw new Error("useAuth must be inside AuthProvider");
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return ctx;
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}
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@@ -0,0 +1,74 @@
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/**
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* Money and date formatting helpers.
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* Money: cents -> display string. Never float in the DB.
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*/
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/** Format cents as dollars: $1.2M, $12,345, etc. */
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export function formatMoney(cents: number | null | undefined): string {
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if (cents == null) return "—";
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const dollars = cents / 100;
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const abs = Math.abs(dollars);
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const sign = dollars < 0 ? "-" : "";
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if (abs >= 1_000_000_000) {
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return `${sign}$${(abs / 1_000_000_000).toFixed(1)}B`;
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}
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if (abs >= 1_000_000) {
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return `${sign}$${(abs / 1_000_000).toFixed(1)}M`;
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}
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if (abs >= 1_000) {
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return `${sign}$${Math.round(abs).toLocaleString("en-US")}`;
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}
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return `${sign}$${abs.toFixed(2)}`;
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}
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/** Format cents as compact dollars for tables (no rounding for small values). */
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export function formatMoneyExact(cents: number | null | undefined): string {
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if (cents == null) return "—";
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const dollars = cents / 100;
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return `$${dollars.toLocaleString("en-US", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
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}
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/** Format date string to short form: Jun 15, 2021 */
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export function formatDate(dateStr: string | null | undefined): string {
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if (!dateStr) return "—";
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const d = new Date(dateStr + (dateStr.includes("T") ? "" : "T00:00:00"));
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return d.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
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}
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/** Format quarter-end date as "Q2 2026" */
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export function formatQuarter(dateStr: string): string {
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const d = new Date(dateStr + "T00:00:00");
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const month = d.getMonth(); // 0-11
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const q = Math.floor(month / 3) + 1;
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return `Q${q} ${d.getFullYear()}`;
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}
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/** Gain/loss as formatted string with sign */
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export function formatGainLoss(valueCents: number, costCents: number): {
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text: string;
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positive: boolean;
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cents: number;
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} {
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const diff = valueCents - costCents;
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return {
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text: formatMoney(Math.abs(diff)),
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positive: diff >= 0,
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cents: diff,
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};
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}
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/** Per-share calculation: cents / shares string. Returns null if shares is null/zero. */
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export function perShare(cents: number, shares: string | null): number | null {
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if (!shares) return null;
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const s = parseFloat(shares);
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if (!s || s === 0) return null;
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return cents / s;
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}
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/** Format per-share value */
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export function formatPerShare(cents: number, shares: string | null): string {
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const val = perShare(cents, shares);
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if (val == null) return "—";
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return formatMoneyExact(Math.round(val));
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}
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@@ -0,0 +1 @@
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@import "tailwindcss";
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@@ -0,0 +1,10 @@
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import { StrictMode } from "react";
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import { createRoot } from "react-dom/client";
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import "./index.css";
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import App from "./App.tsx";
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createRoot(document.getElementById("root")!).render(
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<StrictMode>
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<App />
|
||||
</StrictMode>
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||||
);
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@@ -0,0 +1,148 @@
|
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import { useEffect, useState } from "react";
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import { Link } from "react-router-dom";
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import { api, type Entity, type Holding, type Position, type ValuationRound } from "../api";
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import { formatMoney, formatGainLoss } from "../format";
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interface EntityRow extends Entity {
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investedCents: number;
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lastValueCents: number;
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}
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export default function EntitiesList() {
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const [entities, setEntities] = useState<EntityRow[]>([]);
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const [loading, setLoading] = useState(true);
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useEffect(() => {
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loadData();
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}, []);
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async function loadData() {
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setLoading(true);
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try {
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const ents = await api.listEntities();
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const enriched: EntityRow[] = [];
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|
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for (const ent of ents) {
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const holdings = await api.listHoldings(ent.id);
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let investedCents = 0;
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let lastValueCents = 0;
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|
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// Get all positions for cost
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for (const h of holdings) {
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const positions = await api.listPositions(h.id);
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for (const p of positions) {
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investedCents += p.cost_cents;
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}
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}
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|
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// Get latest approved round for value
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const rounds = await api.listRounds(ent.id);
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const approved = rounds.filter((r) => r.status === "approved");
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if (approved.length > 0) {
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const latest = approved[0]; // Already sorted desc by quarter_end
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lastValueCents = latest.valuations.reduce((sum, v) => sum + v.value_cents, 0);
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||||
}
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enriched.push({ ...ent, investedCents, lastValueCents });
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}
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||||
|
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setEntities(enriched);
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} finally {
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setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
if (loading) {
|
||||
return <div className="text-gray-500 text-sm">Loading...</div>;
|
||||
}
|
||||
|
||||
const funds = entities.filter((e) => e.type === "fund" || e.type === "spv");
|
||||
const gps = entities.filter((e) => e.type === "gp" || e.type === "mgmt_co");
|
||||
|
||||
return (
|
||||
<div className="space-y-8">
|
||||
<EntityTable title="Funds and SPVs" rows={funds} />
|
||||
<EntityTable title="GP Entities and Management Companies" rows={gps} />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function EntityTable({ title, rows }: { title: string; rows: EntityRow[] }) {
|
||||
const totalInvested = rows.reduce((s, r) => s + r.investedCents, 0);
|
||||
const totalValue = rows.reduce((s, r) => s + r.lastValueCents, 0);
|
||||
const totalGain = totalValue - totalInvested;
|
||||
|
||||
const TYPE_LABELS: Record<string, string> = {
|
||||
fund: "Fund",
|
||||
spv: "SPV",
|
||||
gp: "GP",
|
||||
mgmt_co: "Mgmt Co",
|
||||
};
|
||||
|
||||
return (
|
||||
<div>
|
||||
<h2 className="text-lg font-semibold text-gray-900 mb-3">{title}</h2>
|
||||
<div className="bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||||
<table className="w-full text-sm">
|
||||
<thead>
|
||||
<tr className="bg-gray-50 border-b border-gray-200">
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Name</th>
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Type</th>
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Vintage</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Invested</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Last Signed Value</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Gain/Loss</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{rows.map((row) => {
|
||||
const gl = formatGainLoss(row.lastValueCents, row.investedCents);
|
||||
return (
|
||||
<tr key={row.id} className="border-b border-gray-100 hover:bg-gray-50">
|
||||
<td className="px-4 py-3">
|
||||
<Link
|
||||
to={`/entities/${row.id}`}
|
||||
className="text-gray-900 font-medium hover:text-orange-600"
|
||||
>
|
||||
{row.name}
|
||||
</Link>
|
||||
</td>
|
||||
<td className="px-4 py-3">
|
||||
<span className="inline-block px-2 py-0.5 bg-gray-100 text-gray-600 text-xs rounded">
|
||||
{TYPE_LABELS[row.type] || row.type}
|
||||
</span>
|
||||
</td>
|
||||
<td className="px-4 py-3 text-gray-600">{row.vintage_year || "—"}</td>
|
||||
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(row.investedCents)}</td>
|
||||
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(row.lastValueCents)}</td>
|
||||
<td className={`px-4 py-3 text-right font-medium ${gl.positive ? "text-green-600" : "text-red-600"}`}>
|
||||
{gl.positive ? "+" : "-"}{gl.text}
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
{rows.length > 0 && (
|
||||
<tr className="bg-gray-50 font-medium">
|
||||
<td className="px-4 py-3 text-gray-900" colSpan={3}>
|
||||
Total
|
||||
</td>
|
||||
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(totalInvested)}</td>
|
||||
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(totalValue)}</td>
|
||||
<td className={`px-4 py-3 text-right ${totalGain >= 0 ? "text-green-600" : "text-red-600"}`}>
|
||||
{totalGain >= 0 ? "+" : "-"}{formatMoney(Math.abs(totalGain))}
|
||||
</td>
|
||||
</tr>
|
||||
)}
|
||||
{rows.length === 0 && (
|
||||
<tr>
|
||||
<td className="px-4 py-6 text-center text-gray-400" colSpan={6}>
|
||||
No entities yet.
|
||||
</td>
|
||||
</tr>
|
||||
)}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,152 @@
|
||||
import { useEffect, useState } from "react";
|
||||
import { Link, useParams } from "react-router-dom";
|
||||
import { api, type Entity, type Holding, type Position, type ValuationRound } from "../api";
|
||||
import { formatMoney, formatDate, formatQuarter } from "../format";
|
||||
|
||||
const TYPE_LABELS: Record<string, string> = {
|
||||
fund: "Fund",
|
||||
spv: "SPV",
|
||||
gp: "GP",
|
||||
mgmt_co: "Mgmt Co",
|
||||
};
|
||||
|
||||
const STATUS_COLORS: Record<string, string> = {
|
||||
draft: "bg-gray-100 text-gray-600",
|
||||
submitted: "bg-yellow-100 text-yellow-700",
|
||||
approved: "bg-green-100 text-green-700",
|
||||
returned: "bg-red-100 text-red-600",
|
||||
};
|
||||
|
||||
export default function EntityOverview() {
|
||||
const { id } = useParams<{ id: string }>();
|
||||
const [entity, setEntity] = useState<Entity | null>(null);
|
||||
const [holdings, setHoldings] = useState<Holding[]>([]);
|
||||
const [totalInvested, setTotalInvested] = useState(0);
|
||||
const [lastValue, setLastValue] = useState(0);
|
||||
const [latestRound, setLatestRound] = useState<ValuationRound | null>(null);
|
||||
const [loading, setLoading] = useState(true);
|
||||
|
||||
useEffect(() => {
|
||||
if (!id) return;
|
||||
loadData(parseInt(id));
|
||||
}, [id]);
|
||||
|
||||
async function loadData(entityId: number) {
|
||||
setLoading(true);
|
||||
try {
|
||||
const ent = await api.getEntity(entityId);
|
||||
setEntity(ent);
|
||||
|
||||
const holds = await api.listHoldings(entityId);
|
||||
setHoldings(holds);
|
||||
|
||||
let invested = 0;
|
||||
for (const h of holds) {
|
||||
const positions = await api.listPositions(h.id);
|
||||
for (const p of positions) {
|
||||
invested += p.cost_cents;
|
||||
}
|
||||
}
|
||||
setTotalInvested(invested);
|
||||
|
||||
const rounds = await api.listRounds(entityId);
|
||||
const approved = rounds.filter((r) => r.status === "approved");
|
||||
if (approved.length > 0) {
|
||||
setLatestRound(approved[0]);
|
||||
setLastValue(approved[0].valuations.reduce((s, v) => s + v.value_cents, 0));
|
||||
}
|
||||
// Also check for most recent round of any status
|
||||
if (rounds.length > 0) {
|
||||
setLatestRound(rounds[0]);
|
||||
if (rounds[0].status === "approved") {
|
||||
setLastValue(rounds[0].valuations.reduce((s, v) => s + v.value_cents, 0));
|
||||
}
|
||||
}
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
if (loading || !entity) {
|
||||
return <div className="text-gray-500 text-sm">Loading...</div>;
|
||||
}
|
||||
|
||||
const gainLoss = lastValue - totalInvested;
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* Header */}
|
||||
<div className="mb-6">
|
||||
<div className="flex items-center gap-3 mb-1">
|
||||
<h1 className="text-2xl font-semibold text-gray-900">{entity.name}</h1>
|
||||
<span className="inline-block px-2 py-0.5 bg-gray-100 text-gray-600 text-xs rounded">
|
||||
{TYPE_LABELS[entity.type] || entity.type}
|
||||
</span>
|
||||
</div>
|
||||
{/* Tabs */}
|
||||
<div className="flex gap-6 mt-4 border-b border-gray-200">
|
||||
<span className="pb-2 border-b-2 border-orange-500 text-sm font-medium text-orange-600">
|
||||
Overview
|
||||
</span>
|
||||
<Link
|
||||
to={`/entities/${entity.id}/investments`}
|
||||
className="pb-2 text-sm text-gray-500 hover:text-gray-800"
|
||||
>
|
||||
Investments
|
||||
</Link>
|
||||
<span className="pb-2 text-sm text-gray-400 cursor-not-allowed">Partners</span>
|
||||
<span className="pb-2 text-sm text-gray-400 cursor-not-allowed">Documents</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Summary cards */}
|
||||
<div className="grid grid-cols-2 md:grid-cols-3 lg:grid-cols-6 gap-4 mb-8">
|
||||
<SummaryCard label="Vintage" value={entity.vintage_year?.toString() || "—"} />
|
||||
<SummaryCard label="Fund Size" value={formatMoney(entity.fund_size_cents)} />
|
||||
<SummaryCard label="Total Invested" value={formatMoney(totalInvested)} />
|
||||
<SummaryCard label="Holdings" value={holdings.length.toString()} />
|
||||
<SummaryCard label="Last Signed Value" value={formatMoney(lastValue)} />
|
||||
<SummaryCard
|
||||
label="Gain/Loss"
|
||||
value={`${gainLoss >= 0 ? "+" : "-"}${formatMoney(Math.abs(gainLoss))}`}
|
||||
color={gainLoss >= 0 ? "text-green-600" : "text-red-600"}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Current quarter status */}
|
||||
{latestRound && (
|
||||
<div className="bg-white border border-gray-200 rounded-lg p-4">
|
||||
<h3 className="text-sm font-medium text-gray-700 mb-2">Current Quarter Status</h3>
|
||||
<div className="flex items-center gap-3">
|
||||
<span className="text-sm text-gray-900">{formatQuarter(latestRound.quarter_end)}</span>
|
||||
<span className={`inline-block px-2 py-0.5 text-xs rounded ${STATUS_COLORS[latestRound.status]}`}>
|
||||
{latestRound.status}
|
||||
</span>
|
||||
{latestRound.status === "approved" && latestRound.approved_at && (
|
||||
<span className="text-sm text-gray-500">
|
||||
Signed {formatDate(latestRound.approved_at)}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function SummaryCard({
|
||||
label,
|
||||
value,
|
||||
color = "text-gray-900",
|
||||
}: {
|
||||
label: string;
|
||||
value: string;
|
||||
color?: string;
|
||||
}) {
|
||||
return (
|
||||
<div className="bg-white border border-gray-200 rounded-lg p-4">
|
||||
<div className="text-xs text-gray-500 mb-1">{label}</div>
|
||||
<div className={`text-lg font-semibold ${color}`}>{value}</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,233 @@
|
||||
import { useEffect, useState } from "react";
|
||||
import { Link, useParams } from "react-router-dom";
|
||||
import { api, type Entity, type Holding, type Position, type ValuationRound, type Valuation } from "../api";
|
||||
import { formatMoney, formatMoneyExact, formatDate, formatQuarter, formatPerShare } from "../format";
|
||||
|
||||
const TYPE_LABELS: Record<string, string> = {
|
||||
fund: "Fund",
|
||||
spv: "SPV",
|
||||
gp: "GP",
|
||||
mgmt_co: "Mgmt Co",
|
||||
};
|
||||
|
||||
interface PositionWithValuation extends Position {
|
||||
lastValueCents: number | null;
|
||||
valuationDate: string | null;
|
||||
valuationQuarter: string | null;
|
||||
}
|
||||
|
||||
interface HoldingGroup {
|
||||
holding: Holding;
|
||||
positions: PositionWithValuation[];
|
||||
totalCost: number;
|
||||
totalValue: number;
|
||||
}
|
||||
|
||||
export default function Investments() {
|
||||
const { id } = useParams<{ id: string }>();
|
||||
const [entity, setEntity] = useState<Entity | null>(null);
|
||||
const [groups, setGroups] = useState<HoldingGroup[]>([]);
|
||||
const [loading, setLoading] = useState(true);
|
||||
|
||||
useEffect(() => {
|
||||
if (!id) return;
|
||||
loadData(parseInt(id));
|
||||
}, [id]);
|
||||
|
||||
async function loadData(entityId: number) {
|
||||
setLoading(true);
|
||||
try {
|
||||
const ent = await api.getEntity(entityId);
|
||||
setEntity(ent);
|
||||
|
||||
const holdings = await api.listHoldings(entityId);
|
||||
const rounds = await api.listRounds(entityId);
|
||||
|
||||
// Find latest approved round
|
||||
const approvedRounds = rounds
|
||||
.filter((r) => r.status === "approved")
|
||||
.sort((a, b) => b.quarter_end.localeCompare(a.quarter_end));
|
||||
const latestApproved = approvedRounds[0] || null;
|
||||
|
||||
// Build valuation lookup: position_id -> {value_cents, quarter_end, approved_at}
|
||||
const valMap = new Map<number, { value_cents: number; quarter_end: string; approved_at: string | null }>();
|
||||
if (latestApproved) {
|
||||
for (const v of latestApproved.valuations) {
|
||||
valMap.set(v.position_id, {
|
||||
value_cents: v.value_cents,
|
||||
quarter_end: latestApproved.quarter_end,
|
||||
approved_at: latestApproved.approved_at,
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
const result: HoldingGroup[] = [];
|
||||
for (const h of holdings) {
|
||||
const positions = await api.listPositions(h.id);
|
||||
const enriched: PositionWithValuation[] = positions.map((p) => {
|
||||
const val = valMap.get(p.id);
|
||||
return {
|
||||
...p,
|
||||
lastValueCents: val?.value_cents ?? null,
|
||||
valuationDate: val?.approved_at ?? null,
|
||||
valuationQuarter: val?.quarter_end ?? null,
|
||||
};
|
||||
});
|
||||
const totalCost = enriched.reduce((s, p) => s + p.cost_cents, 0);
|
||||
const totalValue = enriched.reduce((s, p) => s + (p.lastValueCents ?? 0), 0);
|
||||
result.push({ holding: h, positions: enriched, totalCost, totalValue });
|
||||
}
|
||||
|
||||
setGroups(result);
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
if (loading || !entity) {
|
||||
return <div className="text-gray-500 text-sm">Loading...</div>;
|
||||
}
|
||||
|
||||
const totalCost = groups.reduce((s, g) => s + g.totalCost, 0);
|
||||
const totalValue = groups.reduce((s, g) => s + g.totalValue, 0);
|
||||
const totalGain = totalValue - totalCost;
|
||||
const positionCount = groups.reduce((s, g) => s + g.positions.length, 0);
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* Header */}
|
||||
<div className="mb-6">
|
||||
<div className="flex items-center gap-3 mb-1">
|
||||
<h1 className="text-2xl font-semibold text-gray-900">{entity.name}</h1>
|
||||
<span className="inline-block px-2 py-0.5 bg-gray-100 text-gray-600 text-xs rounded">
|
||||
{TYPE_LABELS[entity.type] || entity.type}
|
||||
</span>
|
||||
</div>
|
||||
<div className="flex gap-6 mt-4 border-b border-gray-200">
|
||||
<Link
|
||||
to={`/entities/${entity.id}`}
|
||||
className="pb-2 text-sm text-gray-500 hover:text-gray-800"
|
||||
>
|
||||
Overview
|
||||
</Link>
|
||||
<span className="pb-2 border-b-2 border-orange-500 text-sm font-medium text-orange-600">
|
||||
Investments
|
||||
</span>
|
||||
<span className="pb-2 text-sm text-gray-400 cursor-not-allowed">Partners</span>
|
||||
<span className="pb-2 text-sm text-gray-400 cursor-not-allowed">Documents</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Header band */}
|
||||
<div className="flex gap-6 mb-6 text-sm">
|
||||
<div>
|
||||
<span className="text-gray-500">Active investments:</span>{" "}
|
||||
<span className="font-medium text-gray-900">{positionCount}</span>
|
||||
</div>
|
||||
<div>
|
||||
<span className="text-gray-500">Total cost:</span>{" "}
|
||||
<span className="font-medium text-gray-900">{formatMoney(totalCost)}</span>
|
||||
</div>
|
||||
<div>
|
||||
<span className="text-gray-500">Total value:</span>{" "}
|
||||
<span className="font-medium text-gray-900">{formatMoney(totalValue)}</span>
|
||||
</div>
|
||||
<div>
|
||||
<span className="text-gray-500">Unrealized gain/loss:</span>{" "}
|
||||
<span className={`font-medium ${totalGain >= 0 ? "text-green-600" : "text-red-600"}`}>
|
||||
{totalGain >= 0 ? "+" : "-"}{formatMoney(Math.abs(totalGain))}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Grouped table */}
|
||||
<div className="bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||||
<table className="w-full text-sm">
|
||||
<thead>
|
||||
<tr className="bg-gray-50 border-b border-gray-200">
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Security</th>
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Date</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Shares</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Cost</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Cost/Share</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Signed Value</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Value/Share</th>
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Signed</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Gain/Loss</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{groups.map((group) => {
|
||||
const holdingGain = group.totalValue - group.totalCost;
|
||||
return (
|
||||
<HoldingGroupRows key={group.holding.id} group={group} holdingGain={holdingGain} />
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function HoldingGroupRows({ group, holdingGain }: { group: HoldingGroup; holdingGain: number }) {
|
||||
return (
|
||||
<>
|
||||
{/* Holding header row */}
|
||||
<tr className="bg-gray-50 border-t border-gray-200">
|
||||
<td className="px-4 py-2 font-semibold text-gray-900" colSpan={3}>
|
||||
{group.holding.company_name}
|
||||
</td>
|
||||
<td className="px-4 py-2 text-right font-medium text-gray-900">
|
||||
{formatMoney(group.totalCost)}
|
||||
</td>
|
||||
<td className="px-4 py-2" />
|
||||
<td className="px-4 py-2 text-right font-medium text-gray-900">
|
||||
{formatMoney(group.totalValue)}
|
||||
</td>
|
||||
<td className="px-4 py-2" />
|
||||
<td className="px-4 py-2" />
|
||||
<td className={`px-4 py-2 text-right font-medium ${holdingGain >= 0 ? "text-green-600" : "text-red-600"}`}>
|
||||
{holdingGain >= 0 ? "+" : "-"}{formatMoney(Math.abs(holdingGain))}
|
||||
</td>
|
||||
</tr>
|
||||
{/* Position rows */}
|
||||
{group.positions.map((pos) => {
|
||||
const gain = (pos.lastValueCents ?? 0) - pos.cost_cents;
|
||||
return (
|
||||
<tr key={pos.id} className="border-b border-gray-100 hover:bg-gray-50">
|
||||
<td className="px-4 py-2 pl-8 text-gray-700">{pos.security_name}</td>
|
||||
<td className="px-4 py-2 text-gray-600">{formatDate(pos.investment_date)}</td>
|
||||
<td className="px-4 py-2 text-right text-gray-600">
|
||||
{pos.shares ? parseFloat(pos.shares).toLocaleString() : "—"}
|
||||
</td>
|
||||
<td className="px-4 py-2 text-right text-gray-900">{formatMoney(pos.cost_cents)}</td>
|
||||
<td className="px-4 py-2 text-right text-gray-600">
|
||||
{formatPerShare(pos.cost_cents, pos.shares)}
|
||||
</td>
|
||||
<td className="px-4 py-2 text-right text-gray-900">
|
||||
{pos.lastValueCents != null ? formatMoney(pos.lastValueCents) : "—"}
|
||||
</td>
|
||||
<td className="px-4 py-2 text-right text-gray-600">
|
||||
{pos.lastValueCents != null ? formatPerShare(pos.lastValueCents, pos.shares) : "—"}
|
||||
</td>
|
||||
<td className="px-4 py-2 text-gray-600">
|
||||
{pos.valuationQuarter
|
||||
? `${formatQuarter(pos.valuationQuarter)} ${pos.valuationDate ? formatDate(pos.valuationDate) : ""}`
|
||||
: "—"}
|
||||
</td>
|
||||
<td className={`px-4 py-2 text-right font-medium ${gain >= 0 ? "text-green-600" : "text-red-600"}`}>
|
||||
{pos.lastValueCents != null ? (
|
||||
<>
|
||||
{gain >= 0 ? "▲" : "▼"} {formatMoney(Math.abs(gain))}
|
||||
</>
|
||||
) : (
|
||||
"—"
|
||||
)}
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
</>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,61 @@
|
||||
import { useState, type FormEvent } from "react";
|
||||
import { useAuth } from "../context/AuthContext";
|
||||
|
||||
export default function Login() {
|
||||
const { login } = useAuth();
|
||||
const [email, setEmail] = useState("");
|
||||
const [password, setPassword] = useState("");
|
||||
const [error, setError] = useState("");
|
||||
const [loading, setLoading] = useState(false);
|
||||
|
||||
const handleSubmit = async (e: FormEvent) => {
|
||||
e.preventDefault();
|
||||
setError("");
|
||||
setLoading(true);
|
||||
try {
|
||||
await login(email, password);
|
||||
} catch (err: any) {
|
||||
setError(err.message || "Login failed");
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<div className="min-h-screen bg-gray-50 flex items-center justify-center">
|
||||
<div className="bg-white p-8 rounded-lg shadow-sm border border-gray-200 w-96">
|
||||
<h1 className="text-xl font-semibold text-gray-900 mb-6">Ten31Portal</h1>
|
||||
<form onSubmit={handleSubmit} className="space-y-4">
|
||||
<div>
|
||||
<label className="block text-sm text-gray-700 mb-1">Email</label>
|
||||
<input
|
||||
type="email"
|
||||
value={email}
|
||||
onChange={(e) => setEmail(e.target.value)}
|
||||
className="w-full px-3 py-2 border border-gray-300 rounded text-sm focus:outline-none focus:ring-2 focus:ring-orange-500 focus:border-transparent"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label className="block text-sm text-gray-700 mb-1">Password</label>
|
||||
<input
|
||||
type="password"
|
||||
value={password}
|
||||
onChange={(e) => setPassword(e.target.value)}
|
||||
className="w-full px-3 py-2 border border-gray-300 rounded text-sm focus:outline-none focus:ring-2 focus:ring-orange-500 focus:border-transparent"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
{error && <p className="text-sm text-red-600">{error}</p>}
|
||||
<button
|
||||
type="submit"
|
||||
disabled={loading}
|
||||
className="w-full py-2 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50"
|
||||
>
|
||||
{loading ? "Signing in..." : "Sign in"}
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,411 @@
|
||||
import { useEffect, useState } from "react";
|
||||
import { useParams, Link } from "react-router-dom";
|
||||
import {
|
||||
api,
|
||||
type Entity,
|
||||
type Holding,
|
||||
type Position,
|
||||
type ValuationRound,
|
||||
type Valuation,
|
||||
} from "../api";
|
||||
import { useAuth } from "../context/AuthContext";
|
||||
import { formatMoney, formatMoneyExact, formatQuarter, formatDate } from "../format";
|
||||
|
||||
const STATUS_COLORS: Record<string, string> = {
|
||||
draft: "bg-gray-100 text-gray-600",
|
||||
submitted: "bg-yellow-100 text-yellow-700",
|
||||
approved: "bg-green-100 text-green-700",
|
||||
returned: "bg-red-100 text-red-600",
|
||||
};
|
||||
|
||||
interface PosInfo {
|
||||
position: Position;
|
||||
holdingName: string;
|
||||
}
|
||||
|
||||
export default function ValuationWorkflow() {
|
||||
const { id } = useParams<{ id: string }>();
|
||||
const { user } = useAuth();
|
||||
const [entity, setEntity] = useState<Entity | null>(null);
|
||||
const [rounds, setRounds] = useState<ValuationRound[]>([]);
|
||||
const [selectedRound, setSelectedRound] = useState<ValuationRound | null>(null);
|
||||
const [posMap, setPosMap] = useState<Map<number, PosInfo>>(new Map());
|
||||
const [editValues, setEditValues] = useState<Map<number, string>>(new Map());
|
||||
const [priorValues, setPriorValues] = useState<Map<number, number>>(new Map());
|
||||
const [returnNote, setReturnNote] = useState("");
|
||||
const [newQuarter, setNewQuarter] = useState("");
|
||||
const [loading, setLoading] = useState(true);
|
||||
const [saving, setSaving] = useState(false);
|
||||
const [error, setError] = useState("");
|
||||
|
||||
const entityId = id ? parseInt(id) : 0;
|
||||
const isApprover = user?.role === "approver";
|
||||
const canEdit =
|
||||
selectedRound &&
|
||||
(selectedRound.status === "draft" || selectedRound.status === "returned") &&
|
||||
user &&
|
||||
["fund_admin", "cfo", "approver"].includes(user.role);
|
||||
const canSubmit = canEdit;
|
||||
const canApprove =
|
||||
selectedRound?.status === "submitted" && isApprover;
|
||||
const canReturn =
|
||||
selectedRound?.status === "submitted" && isApprover;
|
||||
|
||||
useEffect(() => {
|
||||
if (!entityId) return;
|
||||
loadData();
|
||||
}, [entityId]);
|
||||
|
||||
async function loadData() {
|
||||
setLoading(true);
|
||||
try {
|
||||
const ent = await api.getEntity(entityId);
|
||||
setEntity(ent);
|
||||
|
||||
const rds = await api.listRounds(entityId);
|
||||
setRounds(rds);
|
||||
if (rds.length > 0) selectRound(rds[0], entityId);
|
||||
|
||||
// Build position map
|
||||
const holdings = await api.listHoldings(entityId);
|
||||
const pm = new Map<number, PosInfo>();
|
||||
for (const h of holdings) {
|
||||
const positions = await api.listPositions(h.id);
|
||||
for (const p of positions) {
|
||||
pm.set(p.id, { position: p, holdingName: h.company_name });
|
||||
}
|
||||
}
|
||||
setPosMap(pm);
|
||||
|
||||
// Build prior approved values map
|
||||
const approvedRounds = rds.filter((r) => r.status === "approved");
|
||||
if (approvedRounds.length > 0) {
|
||||
const latest = approvedRounds[0];
|
||||
const pv = new Map<number, number>();
|
||||
for (const v of latest.valuations) {
|
||||
pv.set(v.position_id, v.value_cents);
|
||||
}
|
||||
setPriorValues(pv);
|
||||
}
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
function selectRound(round: ValuationRound, _entityId?: number) {
|
||||
setSelectedRound(round);
|
||||
const ev = new Map<number, string>();
|
||||
for (const v of round.valuations) {
|
||||
ev.set(v.position_id, (v.value_cents / 100).toString());
|
||||
}
|
||||
setEditValues(ev);
|
||||
setError("");
|
||||
}
|
||||
|
||||
async function handleCreateRound() {
|
||||
if (!newQuarter) return;
|
||||
setError("");
|
||||
try {
|
||||
const round = await api.createRound(entityId, newQuarter);
|
||||
setRounds((prev) => [round, ...prev]);
|
||||
selectRound(round);
|
||||
setNewQuarter("");
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (!selectedRound) return;
|
||||
setSaving(true);
|
||||
setError("");
|
||||
try {
|
||||
const valuations = Array.from(editValues.entries()).map(([posId, dollars]) => ({
|
||||
position_id: posId,
|
||||
value_cents: Math.round(parseFloat(dollars) * 100),
|
||||
}));
|
||||
const updated = await api.updateValuations(selectedRound.id, valuations);
|
||||
setSelectedRound(updated);
|
||||
setRounds((prev) => prev.map((r) => (r.id === updated.id ? updated : r)));
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
} finally {
|
||||
setSaving(false);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSubmit() {
|
||||
if (!selectedRound) return;
|
||||
await handleSave();
|
||||
try {
|
||||
const updated = await api.submitRound(selectedRound.id);
|
||||
setSelectedRound(updated);
|
||||
setRounds((prev) => prev.map((r) => (r.id === updated.id ? updated : r)));
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleApprove() {
|
||||
if (!selectedRound) return;
|
||||
try {
|
||||
const updated = await api.approveRound(selectedRound.id);
|
||||
setSelectedRound(updated);
|
||||
setRounds((prev) => prev.map((r) => (r.id === updated.id ? updated : r)));
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleReturn() {
|
||||
if (!selectedRound || !returnNote.trim()) return;
|
||||
try {
|
||||
const updated = await api.returnRound(selectedRound.id, returnNote);
|
||||
setSelectedRound(updated);
|
||||
setRounds((prev) => prev.map((r) => (r.id === updated.id ? updated : r)));
|
||||
setReturnNote("");
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
}
|
||||
}
|
||||
|
||||
if (loading || !entity) {
|
||||
return <div className="text-gray-500 text-sm">Loading...</div>;
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="mb-6">
|
||||
<div className="flex items-center gap-3 mb-1">
|
||||
<h1 className="text-2xl font-semibold text-gray-900">{entity.name}</h1>
|
||||
</div>
|
||||
<div className="flex gap-6 mt-4 border-b border-gray-200">
|
||||
<Link to={`/entities/${entity.id}`} className="pb-2 text-sm text-gray-500 hover:text-gray-800">
|
||||
Overview
|
||||
</Link>
|
||||
<Link to={`/entities/${entity.id}/investments`} className="pb-2 text-sm text-gray-500 hover:text-gray-800">
|
||||
Investments
|
||||
</Link>
|
||||
<span className="pb-2 border-b-2 border-orange-500 text-sm font-medium text-orange-600">
|
||||
Valuation
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{error && (
|
||||
<div className="mb-4 p-3 bg-red-50 border border-red-200 rounded text-sm text-red-700">
|
||||
{error}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div className="flex gap-6">
|
||||
{/* Round list sidebar */}
|
||||
<div className="w-64 shrink-0">
|
||||
<div className="mb-4">
|
||||
<h3 className="text-sm font-medium text-gray-700 mb-2">New Round</h3>
|
||||
<div className="flex gap-2">
|
||||
<input
|
||||
type="date"
|
||||
value={newQuarter}
|
||||
onChange={(e) => setNewQuarter(e.target.value)}
|
||||
className="flex-1 px-2 py-1.5 border border-gray-300 rounded text-sm"
|
||||
placeholder="Quarter end"
|
||||
/>
|
||||
<button
|
||||
onClick={handleCreateRound}
|
||||
className="px-3 py-1.5 bg-gray-900 text-white text-sm rounded hover:bg-gray-800"
|
||||
>
|
||||
Create
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 className="text-sm font-medium text-gray-700 mb-2">Rounds</h3>
|
||||
<ul className="space-y-1">
|
||||
{rounds.map((r) => (
|
||||
<li key={r.id}>
|
||||
<button
|
||||
onClick={() => selectRound(r)}
|
||||
className={`w-full text-left px-3 py-2 rounded text-sm ${
|
||||
selectedRound?.id === r.id ? "bg-orange-50 text-orange-700" : "hover:bg-gray-50 text-gray-700"
|
||||
}`}
|
||||
>
|
||||
<div className="font-medium">{formatQuarter(r.quarter_end)}</div>
|
||||
<div className="flex items-center gap-2 mt-0.5">
|
||||
<span className={`inline-block px-1.5 py-0.5 text-xs rounded ${STATUS_COLORS[r.status]}`}>
|
||||
{r.status}
|
||||
</span>
|
||||
{r.is_seed && <span className="text-xs text-gray-400">seed</span>}
|
||||
</div>
|
||||
</button>
|
||||
</li>
|
||||
))}
|
||||
{rounds.length === 0 && (
|
||||
<li className="text-sm text-gray-400 px-3">No rounds yet.</li>
|
||||
)}
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
{/* Round detail */}
|
||||
{selectedRound ? (
|
||||
<div className="flex-1">
|
||||
<div className="flex items-center justify-between mb-4">
|
||||
<div className="flex items-center gap-3">
|
||||
<h2 className="text-lg font-semibold text-gray-900">
|
||||
{formatQuarter(selectedRound.quarter_end)}
|
||||
</h2>
|
||||
<span className={`inline-block px-2 py-0.5 text-xs rounded ${STATUS_COLORS[selectedRound.status]}`}>
|
||||
{selectedRound.status}
|
||||
</span>
|
||||
</div>
|
||||
<div className="flex gap-2">
|
||||
{canEdit && (
|
||||
<>
|
||||
<button
|
||||
onClick={handleSave}
|
||||
disabled={saving}
|
||||
className="px-3 py-1.5 border border-gray-300 text-sm rounded hover:bg-gray-50"
|
||||
>
|
||||
{saving ? "Saving..." : "Save"}
|
||||
</button>
|
||||
<button
|
||||
onClick={handleSubmit}
|
||||
className="px-3 py-1.5 bg-gray-900 text-white text-sm rounded hover:bg-gray-800"
|
||||
>
|
||||
Submit for Review
|
||||
</button>
|
||||
</>
|
||||
)}
|
||||
{canApprove && (
|
||||
<button
|
||||
onClick={handleApprove}
|
||||
className="px-3 py-1.5 bg-green-600 text-white text-sm rounded hover:bg-green-700"
|
||||
>
|
||||
Approve
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{selectedRound.return_note && selectedRound.status === "returned" && (
|
||||
<div className="mb-4 p-3 bg-yellow-50 border border-yellow-200 rounded text-sm text-yellow-800">
|
||||
Return note: {selectedRound.return_note}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{selectedRound.status === "approved" && selectedRound.approved_at && (
|
||||
<div className="mb-4 text-sm text-gray-500">
|
||||
Approved by user #{selectedRound.approved_by} on {formatDate(selectedRound.approved_at)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Valuations table */}
|
||||
<div className="bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||||
<table className="w-full text-sm">
|
||||
<thead>
|
||||
<tr className="bg-gray-50 border-b border-gray-200">
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Company</th>
|
||||
<th className="text-left px-4 py-3 font-medium text-gray-600">Security</th>
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Cost</th>
|
||||
{canApprove && (
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Prior Value</th>
|
||||
)}
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">
|
||||
{canEdit ? "Value (edit)" : "Value"}
|
||||
</th>
|
||||
{canApprove && (
|
||||
<th className="text-right px-4 py-3 font-medium text-gray-600">Delta</th>
|
||||
)}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{selectedRound.valuations.map((v) => {
|
||||
const info = posMap.get(v.position_id);
|
||||
const prior = priorValues.get(v.position_id) ?? 0;
|
||||
const currentCents = canEdit
|
||||
? Math.round(parseFloat(editValues.get(v.position_id) || "0") * 100)
|
||||
: v.value_cents;
|
||||
const delta = currentCents - prior;
|
||||
|
||||
return (
|
||||
<tr key={v.id} className="border-b border-gray-100">
|
||||
<td className="px-4 py-2 text-gray-700">{info?.holdingName || "—"}</td>
|
||||
<td className="px-4 py-2 text-gray-700">{info?.position.security_name || "—"}</td>
|
||||
<td className="px-4 py-2 text-right text-gray-600">
|
||||
{info ? formatMoney(info.position.cost_cents) : "—"}
|
||||
</td>
|
||||
{canApprove && (
|
||||
<td className="px-4 py-2 text-right text-gray-600">
|
||||
{formatMoney(prior)}
|
||||
</td>
|
||||
)}
|
||||
<td className="px-4 py-2 text-right">
|
||||
{canEdit ? (
|
||||
<input
|
||||
type="number"
|
||||
step="0.01"
|
||||
value={editValues.get(v.position_id) || "0"}
|
||||
onChange={(e) => {
|
||||
const next = new Map(editValues);
|
||||
next.set(v.position_id, e.target.value);
|
||||
setEditValues(next);
|
||||
}}
|
||||
className="w-32 px-2 py-1 border border-gray-300 rounded text-right text-sm"
|
||||
/>
|
||||
) : (
|
||||
<span className="text-gray-900">{formatMoney(v.value_cents)}</span>
|
||||
)}
|
||||
</td>
|
||||
{canApprove && (
|
||||
<td className={`px-4 py-2 text-right font-medium ${delta >= 0 ? "text-green-600" : "text-red-600"}`}>
|
||||
{delta >= 0 ? "+" : "-"}{formatMoney(Math.abs(delta))}
|
||||
</td>
|
||||
)}
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
{selectedRound.valuations.length === 0 && (
|
||||
<tr>
|
||||
<td className="px-4 py-6 text-center text-gray-400" colSpan={6}>
|
||||
No positions in this round.
|
||||
</td>
|
||||
</tr>
|
||||
)}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
{/* Return form for approvers */}
|
||||
{canReturn && (
|
||||
<div className="mt-4 p-4 bg-gray-50 border border-gray-200 rounded">
|
||||
<h3 className="text-sm font-medium text-gray-700 mb-2">Return with note</h3>
|
||||
<div className="flex gap-2">
|
||||
<input
|
||||
type="text"
|
||||
value={returnNote}
|
||||
onChange={(e) => setReturnNote(e.target.value)}
|
||||
className="flex-1 px-3 py-2 border border-gray-300 rounded text-sm"
|
||||
placeholder="Reason for returning..."
|
||||
/>
|
||||
<button
|
||||
onClick={handleReturn}
|
||||
disabled={!returnNote.trim()}
|
||||
className="px-4 py-2 bg-red-600 text-white text-sm rounded hover:bg-red-700 disabled:opacity-50"
|
||||
>
|
||||
Return
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
) : (
|
||||
<div className="flex-1 flex items-center justify-center text-gray-400 text-sm">
|
||||
Select or create a round.
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user