Wire Import and Audit Log pages, add Create User action
- Import page: schedule (XLSX/CSV) and entity import with dry-run toggle - Audit Log page: paginated, filterable by object type - Nav items now clickable (removed stubs) - StartOS Action: Create User with name/email/password/role inputs - Default first-boot creds: jonathan@ten31.xyz
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Johnny 5
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import { useEffect, useRef, useState } from "react";
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import { api, type Entity } from "../api";
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import { useAuth } from "../context/AuthContext";
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export default function Import() {
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const { user } = useAuth();
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const [entities, setEntities] = useState<Entity[]>([]);
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const [entityId, setEntityId] = useState("");
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const [asOf, setAsOf] = useState("");
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const [mode, setMode] = useState<"entities" | "schedule">("schedule");
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const [commit, setCommit] = useState(false);
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const [file, setFile] = useState<File | null>(null);
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const [result, setResult] = useState<any>(null);
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const [error, setError] = useState("");
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const [loading, setLoading] = useState(false);
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const fileRef = useRef<HTMLInputElement>(null);
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const canImport = user && ["approver", "cfo"].includes(user.role);
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useEffect(() => {
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api.listEntities().then(setEntities);
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}, []);
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async function handleImport() {
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if (!file) return;
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setError("");
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setResult(null);
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setLoading(true);
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try {
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const form = new FormData();
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form.append("file", file);
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const params = new URLSearchParams();
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params.set("commit", String(commit));
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let url: string;
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if (mode === "entities") {
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url = `/api/import/entities?${params}`;
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} else {
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if (!entityId || !asOf) {
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setError("Select an entity and quarter-end date.");
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setLoading(false);
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return;
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}
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params.set("entity_id", entityId);
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params.set("as_of", asOf);
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url = `/api/import/schedule?${params}`;
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}
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const res = await fetch(url, { method: "POST", body: form });
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const data = await res.json();
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if (!res.ok) {
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setError(data.detail || "Import failed");
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} else {
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setResult(data);
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}
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} catch (err: any) {
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setError(err.message);
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} finally {
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setLoading(false);
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}
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}
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if (!canImport) {
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return (
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<div className="text-gray-500 text-sm">
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Import requires approver or CFO role.
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</div>
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);
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}
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return (
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<div className="max-w-2xl">
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<h1 className="text-2xl font-semibold text-gray-900 mb-6">Import</h1>
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{/* Mode selector */}
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<div className="flex gap-4 mb-6">
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<button
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onClick={() => setMode("schedule")}
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className={`px-4 py-2 text-sm rounded ${
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mode === "schedule"
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? "bg-gray-900 text-white"
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: "bg-gray-100 text-gray-700 hover:bg-gray-200"
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}`}
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>
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Schedule of Investments
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</button>
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<button
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onClick={() => setMode("entities")}
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className={`px-4 py-2 text-sm rounded ${
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mode === "entities"
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? "bg-gray-900 text-white"
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: "bg-gray-100 text-gray-700 hover:bg-gray-200"
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}`}
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>
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Entities
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</button>
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</div>
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<div className="bg-white border border-gray-200 rounded-lg p-6 space-y-4">
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{mode === "schedule" && (
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<>
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<div>
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<label className="block text-sm text-gray-700 mb-1">Entity</label>
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<select
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value={entityId}
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onChange={(e) => setEntityId(e.target.value)}
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className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
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>
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<option value="">Select entity...</option>
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{entities.map((e) => (
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<option key={e.id} value={e.id}>
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{e.name}
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</option>
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))}
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</select>
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</div>
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<div>
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<label className="block text-sm text-gray-700 mb-1">
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Quarter-end date (seed round)
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</label>
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<input
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type="date"
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value={asOf}
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onChange={(e) => setAsOf(e.target.value)}
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className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
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/>
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</div>
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</>
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)}
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<div>
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<label className="block text-sm text-gray-700 mb-1">
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{mode === "schedule" ? "Carta XLSX or CSV file" : "Entities CSV file"}
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</label>
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<input
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ref={fileRef}
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type="file"
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accept={mode === "schedule" ? ".xlsx,.xls,.csv" : ".csv"}
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onChange={(e) => setFile(e.target.files?.[0] || null)}
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className="w-full text-sm text-gray-600"
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/>
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</div>
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<div className="flex items-center gap-2">
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<input
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type="checkbox"
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id="commit"
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checked={commit}
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onChange={(e) => setCommit(e.target.checked)}
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className="rounded border-gray-300"
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/>
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<label htmlFor="commit" className="text-sm text-gray-700">
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Commit (uncheck for dry-run preview)
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</label>
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</div>
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{error && (
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<div className="p-3 bg-red-50 border border-red-200 rounded text-sm text-red-700">
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{error}
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</div>
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)}
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<button
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onClick={handleImport}
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disabled={loading || !file}
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className="px-4 py-2 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50"
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>
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{loading ? "Importing..." : commit ? "Import" : "Preview (dry run)"}
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</button>
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</div>
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{/* Results */}
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{result && (
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<div className="mt-6 bg-white border border-gray-200 rounded-lg p-6">
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<h3 className="text-sm font-medium text-gray-900 mb-3">
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{result.committed ? "Import Complete" : "Dry Run Preview"}
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</h3>
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{result.source_entity_name && (
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<p className="text-sm text-gray-600 mb-2">
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Source: {result.source_entity_name}
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</p>
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)}
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{result.summary && (
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<div className="text-sm text-gray-700 mb-3">
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Created: {result.summary.created} | Updated: {result.summary.updated} | Errors: {result.summary.error_rows}
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</div>
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)}
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{result.holdings_count != null && (
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<div className="text-sm text-gray-700 mb-3">
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Holdings: {result.holdings_count} | Positions: {result.positions_count}
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{result.seed_round_id && ` | Seed round #${result.seed_round_id}`}
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</div>
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)}
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{result.holdings && result.holdings.length > 0 && (
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<div className="mb-3">
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<h4 className="text-xs font-medium text-gray-500 uppercase mb-1">Holdings</h4>
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<ul className="text-sm text-gray-700 space-y-0.5">
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{result.holdings.map((h: any, i: number) => (
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<li key={i}>{h.company_name}</li>
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))}
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</ul>
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</div>
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)}
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{result.positions && result.positions.length > 0 && (
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<div className="mb-3">
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<h4 className="text-xs font-medium text-gray-500 uppercase mb-1">
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Positions ({result.positions.length})
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</h4>
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<div className="overflow-x-auto">
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<table className="text-xs w-full">
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<thead>
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<tr className="text-left text-gray-500">
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<th className="pr-3 py-1">Company</th>
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<th className="pr-3 py-1">Security</th>
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<th className="pr-3 py-1">Date</th>
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<th className="pr-3 py-1 text-right">Cost</th>
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<th className="pr-3 py-1 text-right">Value</th>
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</tr>
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</thead>
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<tbody>
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{result.positions.map((p: any, i: number) => (
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<tr key={i} className="text-gray-700">
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<td className="pr-3 py-0.5">{p.company_name}</td>
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<td className="pr-3 py-0.5">{p.security_name}</td>
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<td className="pr-3 py-0.5">{p.investment_date || "—"}</td>
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<td className="pr-3 py-0.5 text-right">
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{p.cost_cents != null ? `$${(p.cost_cents / 100).toLocaleString()}` : "—"}
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</td>
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<td className="pr-3 py-0.5 text-right">
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{p.value_cents != null ? `$${(p.value_cents / 100).toLocaleString()}` : "—"}
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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</div>
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)}
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{result.errors && result.errors.length > 0 && (
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<div>
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<h4 className="text-xs font-medium text-red-500 uppercase mb-1">
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Errors ({result.errors.length})
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</h4>
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<ul className="text-xs text-red-600 space-y-1">
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{result.errors.map((e: any, i: number) => (
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<li key={i}>
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Row {e.row}: {e.errors?.join(", ")}
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</li>
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))}
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</ul>
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</div>
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)}
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{result.preview && result.preview.length > 0 && (
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<div>
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<h4 className="text-xs font-medium text-gray-500 uppercase mb-1">
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Entities ({result.preview.length})
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</h4>
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<ul className="text-sm text-gray-700 space-y-0.5">
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{result.preview.map((p: any, i: number) => (
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<li key={i}>
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<span className={`text-xs px-1 rounded ${p.action === "create" ? "bg-green-100 text-green-700" : "bg-yellow-100 text-yellow-700"}`}>
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{p.action}
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</span>{" "}
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{p.name}
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</li>
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))}
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</ul>
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</div>
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)}
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</div>
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)}
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</div>
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);
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}
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