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
This commit is contained in:
Johnny 5
@@ -1,4 +1,129 @@
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import { sdk } from '../sdk'
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// No custom actions for v1. Config is handled at install time.
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export const actions = sdk.Actions.of()
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const { InputSpec, Value, Action } = sdk
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// ============================================
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// Action: Create User
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// ============================================
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const createUserInputSpec = InputSpec.of({
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name: Value.text({
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name: 'Full Name',
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description: 'Display name for the user',
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default: '',
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required: true,
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placeholder: 'Jane Smith',
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}),
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email: Value.text({
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name: 'Email',
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description: 'Login email address',
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default: '',
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required: true,
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placeholder: 'jane@ten31.com',
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patterns: [
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{
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regex: '^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$',
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description: 'Must be a valid email address',
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},
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],
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}),
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password: Value.text({
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name: 'Password',
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description: 'Initial password (user should change after first login)',
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default: '',
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required: true,
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placeholder: 'minimum 4 characters',
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}),
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role: Value.select({
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name: 'Role',
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description:
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'approver: full access including sign-off. cfo: read + edit + submit. fund_admin: read + edit + submit. viewer: read only.',
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default: 'viewer',
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values: {
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approver: 'Approver',
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cfo: 'CFO',
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fund_admin: 'Fund Admin',
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viewer: 'Viewer',
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},
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}),
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})
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const createUserAction = Action.withInput(
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'create-user',
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{
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name: 'Create User',
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description: 'Add a new user account with a role',
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warning: null,
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allowedStatuses: 'only-running',
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group: null,
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visibility: 'enabled',
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},
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createUserInputSpec,
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async () => ({
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name: '',
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email: '',
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password: '',
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role: 'viewer' as const,
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}),
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async ({ input, effects }) => {
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try {
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const sub = await sdk.SubContainer.of(
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effects,
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{ imageId: 'main' },
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sdk.Mounts.of().mountVolume({
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volumeId: 'main',
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subpath: null,
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mountpoint: '/data',
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readonly: false,
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}),
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'create-user-task',
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)
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const result = await sub.exec(
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[
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'python3',
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'-m',
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'ten31portal.cli',
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'create-user',
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'--name',
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input.name,
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'--email',
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input.email,
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'--role',
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input.role,
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'--password',
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input.password,
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],
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{
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env: { TEN31_DB_PATH: '/data/portal.db' },
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},
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30000,
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)
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if (result.exitCode !== 0) {
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const stderr = result.stderr?.toString() || 'Unknown error'
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return {
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version: '1' as const,
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title: 'Error',
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message: `Failed to create user: ${stderr}`,
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result: null,
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}
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}
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return {
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version: '1' as const,
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title: 'User Created',
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message: `Created user ${input.name} (${input.email}) with role: ${input.role}`,
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result: null,
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}
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} catch (e: any) {
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return {
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version: '1' as const,
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title: 'Error',
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message: `Failed to create user: ${e.message || e}`,
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result: null,
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}
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}
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},
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)
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export const actions = sdk.Actions.of().addAction(createUserAction)
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@@ -6,6 +6,8 @@ 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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import Import from "./pages/Import";
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import AuditLog from "./pages/AuditLog";
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function ProtectedRoutes() {
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const { user, loading } = useAuth();
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@@ -29,6 +31,8 @@ function ProtectedRoutes() {
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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="/import" element={<Import />} />
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<Route path="/audit" element={<AuditLog />} />
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<Route path="*" element={<Navigate to="/" replace />} />
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</Routes>
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</Layout>
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@@ -3,8 +3,8 @@ 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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{ label: "Import", path: "/import" },
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{ label: "Audit Log", path: "/audit" },
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];
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export default function Layout({ children }: { children: React.ReactNode }) {
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@@ -25,11 +25,6 @@ export default function Layout({ children }: { children: React.ReactNode }) {
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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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@@ -40,7 +35,6 @@ export default function Layout({ children }: { children: React.ReactNode }) {
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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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@@ -0,0 +1,140 @@
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import { useEffect, useState } from "react";
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import { api, type AuditEntry } from "../api";
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import { useAuth } from "../context/AuthContext";
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import { formatDate } from "../format";
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export default function AuditLog() {
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const { user } = useAuth();
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const [entries, setEntries] = useState<AuditEntry[]>([]);
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const [page, setPage] = useState(1);
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const [filterType, setFilterType] = useState("");
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const [loading, setLoading] = useState(true);
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const canView = user && ["approver", "cfo"].includes(user.role);
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useEffect(() => {
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if (!canView) return;
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loadData();
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}, [page, filterType]);
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async function loadData() {
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setLoading(true);
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try {
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const params: any = { page };
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if (filterType) params.object_type = filterType;
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const data = await api.listAudit(params);
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setEntries(data);
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} finally {
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setLoading(false);
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}
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}
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if (!canView) {
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return (
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<div className="text-gray-500 text-sm">
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Audit log requires approver or CFO role.
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</div>
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);
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}
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const ACTION_COLORS: Record<string, string> = {
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create: "bg-green-100 text-green-700",
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update: "bg-blue-100 text-blue-700",
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delete: "bg-red-100 text-red-600",
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submit: "bg-yellow-100 text-yellow-700",
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approve: "bg-green-100 text-green-700",
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return: "bg-red-100 text-red-600",
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update_valuations: "bg-blue-100 text-blue-700",
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import_entities: "bg-purple-100 text-purple-700",
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import_schedule: "bg-purple-100 text-purple-700",
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};
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return (
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<div>
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<h1 className="text-2xl font-semibold text-gray-900 mb-6">Audit Log</h1>
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{/* Filter */}
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<div className="mb-4 flex gap-3 items-center">
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<label className="text-sm text-gray-600">Filter by type:</label>
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<select
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value={filterType}
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onChange={(e) => { setFilterType(e.target.value); setPage(1); }}
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className="px-3 py-1.5 border border-gray-300 rounded text-sm"
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>
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<option value="">All</option>
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<option value="entity">Entity</option>
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<option value="holding">Holding</option>
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<option value="position">Position</option>
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<option value="round">Round</option>
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</select>
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</div>
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{loading ? (
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<div className="text-gray-500 text-sm">Loading...</div>
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) : (
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<>
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<div className="bg-white border border-gray-200 rounded-lg overflow-hidden">
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<table className="w-full text-sm">
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<thead>
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<tr className="bg-gray-50 border-b border-gray-200">
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<th className="text-left px-4 py-3 font-medium text-gray-600">Time</th>
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<th className="text-left px-4 py-3 font-medium text-gray-600">Action</th>
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<th className="text-left px-4 py-3 font-medium text-gray-600">Type</th>
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<th className="text-left px-4 py-3 font-medium text-gray-600">ID</th>
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<th className="text-left px-4 py-3 font-medium text-gray-600">User</th>
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<th className="text-left px-4 py-3 font-medium text-gray-600">Detail</th>
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</tr>
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</thead>
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<tbody>
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{entries.map((e) => (
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<tr key={e.id} className="border-b border-gray-100">
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<td className="px-4 py-2 text-gray-600 whitespace-nowrap">
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{formatDate(e.created_at)}
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</td>
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<td className="px-4 py-2">
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<span className={`inline-block px-2 py-0.5 text-xs rounded ${ACTION_COLORS[e.action] || "bg-gray-100 text-gray-600"}`}>
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{e.action}
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</span>
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</td>
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<td className="px-4 py-2 text-gray-700">{e.object_type}</td>
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<td className="px-4 py-2 text-gray-500">{e.object_id ?? "—"}</td>
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<td className="px-4 py-2 text-gray-600">#{e.actor_user_id ?? "system"}</td>
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<td className="px-4 py-2 text-gray-500 text-xs max-w-xs truncate">
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{e.detail ? JSON.stringify(e.detail) : "—"}
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</td>
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</tr>
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))}
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{entries.length === 0 && (
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<tr>
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<td className="px-4 py-6 text-center text-gray-400" colSpan={6}>
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No audit entries.
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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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{/* Pagination */}
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<div className="flex gap-3 mt-4">
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<button
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onClick={() => setPage((p) => Math.max(1, p - 1))}
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disabled={page === 1}
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className="px-3 py-1.5 border border-gray-300 rounded text-sm disabled:opacity-50"
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>
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Previous
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</button>
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<span className="px-3 py-1.5 text-sm text-gray-600">Page {page}</span>
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<button
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onClick={() => setPage((p) => p + 1)}
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disabled={entries.length < 50}
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className="px-3 py-1.5 border border-gray-300 rounded text-sm disabled:opacity-50"
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>
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Next
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</button>
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</div>
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</>
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)}
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</div>
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);
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}
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@@ -0,0 +1,283 @@
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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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|
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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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|
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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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|
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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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Schedule of Investments
|
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</button>
|
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<button
|
||||
onClick={() => setMode("entities")}
|
||||
className={`px-4 py-2 text-sm rounded ${
|
||||
mode === "entities"
|
||||
? "bg-gray-900 text-white"
|
||||
: "bg-gray-100 text-gray-700 hover:bg-gray-200"
|
||||
}`}
|
||||
>
|
||||
Entities
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div className="bg-white border border-gray-200 rounded-lg p-6 space-y-4">
|
||||
{mode === "schedule" && (
|
||||
<>
|
||||
<div>
|
||||
<label className="block text-sm text-gray-700 mb-1">Entity</label>
|
||||
<select
|
||||
value={entityId}
|
||||
onChange={(e) => setEntityId(e.target.value)}
|
||||
className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
|
||||
>
|
||||
<option value="">Select entity...</option>
|
||||
{entities.map((e) => (
|
||||
<option key={e.id} value={e.id}>
|
||||
{e.name}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label className="block text-sm text-gray-700 mb-1">
|
||||
Quarter-end date (seed round)
|
||||
</label>
|
||||
<input
|
||||
type="date"
|
||||
value={asOf}
|
||||
onChange={(e) => setAsOf(e.target.value)}
|
||||
className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
|
||||
/>
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
|
||||
<div>
|
||||
<label className="block text-sm text-gray-700 mb-1">
|
||||
{mode === "schedule" ? "Carta XLSX or CSV file" : "Entities CSV file"}
|
||||
</label>
|
||||
<input
|
||||
ref={fileRef}
|
||||
type="file"
|
||||
accept={mode === "schedule" ? ".xlsx,.xls,.csv" : ".csv"}
|
||||
onChange={(e) => setFile(e.target.files?.[0] || null)}
|
||||
className="w-full text-sm text-gray-600"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-2">
|
||||
<input
|
||||
type="checkbox"
|
||||
id="commit"
|
||||
checked={commit}
|
||||
onChange={(e) => setCommit(e.target.checked)}
|
||||
className="rounded border-gray-300"
|
||||
/>
|
||||
<label htmlFor="commit" className="text-sm text-gray-700">
|
||||
Commit (uncheck for dry-run preview)
|
||||
</label>
|
||||
</div>
|
||||
|
||||
{error && (
|
||||
<div className="p-3 bg-red-50 border border-red-200 rounded text-sm text-red-700">
|
||||
{error}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<button
|
||||
onClick={handleImport}
|
||||
disabled={loading || !file}
|
||||
className="px-4 py-2 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50"
|
||||
>
|
||||
{loading ? "Importing..." : commit ? "Import" : "Preview (dry run)"}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Results */}
|
||||
{result && (
|
||||
<div className="mt-6 bg-white border border-gray-200 rounded-lg p-6">
|
||||
<h3 className="text-sm font-medium text-gray-900 mb-3">
|
||||
{result.committed ? "Import Complete" : "Dry Run Preview"}
|
||||
</h3>
|
||||
|
||||
{result.source_entity_name && (
|
||||
<p className="text-sm text-gray-600 mb-2">
|
||||
Source: {result.source_entity_name}
|
||||
</p>
|
||||
)}
|
||||
|
||||
{result.summary && (
|
||||
<div className="text-sm text-gray-700 mb-3">
|
||||
Created: {result.summary.created} | Updated: {result.summary.updated} | Errors: {result.summary.error_rows}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{result.holdings_count != null && (
|
||||
<div className="text-sm text-gray-700 mb-3">
|
||||
Holdings: {result.holdings_count} | Positions: {result.positions_count}
|
||||
{result.seed_round_id && ` | Seed round #${result.seed_round_id}`}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{result.holdings && result.holdings.length > 0 && (
|
||||
<div className="mb-3">
|
||||
<h4 className="text-xs font-medium text-gray-500 uppercase mb-1">Holdings</h4>
|
||||
<ul className="text-sm text-gray-700 space-y-0.5">
|
||||
{result.holdings.map((h: any, i: number) => (
|
||||
<li key={i}>{h.company_name}</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{result.positions && result.positions.length > 0 && (
|
||||
<div className="mb-3">
|
||||
<h4 className="text-xs font-medium text-gray-500 uppercase mb-1">
|
||||
Positions ({result.positions.length})
|
||||
</h4>
|
||||
<div className="overflow-x-auto">
|
||||
<table className="text-xs w-full">
|
||||
<thead>
|
||||
<tr className="text-left text-gray-500">
|
||||
<th className="pr-3 py-1">Company</th>
|
||||
<th className="pr-3 py-1">Security</th>
|
||||
<th className="pr-3 py-1">Date</th>
|
||||
<th className="pr-3 py-1 text-right">Cost</th>
|
||||
<th className="pr-3 py-1 text-right">Value</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{result.positions.map((p: any, i: number) => (
|
||||
<tr key={i} className="text-gray-700">
|
||||
<td className="pr-3 py-0.5">{p.company_name}</td>
|
||||
<td className="pr-3 py-0.5">{p.security_name}</td>
|
||||
<td className="pr-3 py-0.5">{p.investment_date || "—"}</td>
|
||||
<td className="pr-3 py-0.5 text-right">
|
||||
{p.cost_cents != null ? `$${(p.cost_cents / 100).toLocaleString()}` : "—"}
|
||||
</td>
|
||||
<td className="pr-3 py-0.5 text-right">
|
||||
{p.value_cents != null ? `$${(p.value_cents / 100).toLocaleString()}` : "—"}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{result.errors && result.errors.length > 0 && (
|
||||
<div>
|
||||
<h4 className="text-xs font-medium text-red-500 uppercase mb-1">
|
||||
Errors ({result.errors.length})
|
||||
</h4>
|
||||
<ul className="text-xs text-red-600 space-y-1">
|
||||
{result.errors.map((e: any, i: number) => (
|
||||
<li key={i}>
|
||||
Row {e.row}: {e.errors?.join(", ")}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{result.preview && result.preview.length > 0 && (
|
||||
<div>
|
||||
<h4 className="text-xs font-medium text-gray-500 uppercase mb-1">
|
||||
Entities ({result.preview.length})
|
||||
</h4>
|
||||
<ul className="text-sm text-gray-700 space-y-0.5">
|
||||
{result.preview.map((p: any, i: number) => (
|
||||
<li key={i}>
|
||||
<span className={`text-xs px-1 rounded ${p.action === "create" ? "bg-green-100 text-green-700" : "bg-yellow-100 text-yellow-700"}`}>
|
||||
{p.action}
|
||||
</span>{" "}
|
||||
{p.name}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user