0.2.23: link GP entities to their investor account for auto asset balances

Ten31 LLC (and any GP/mgmt entity) can be linked to its investor account,
so its Assets tab shows its real capital-account balance in each fund,
pulled live from the eNAV capital accounts instead of manual entry.

- entities.linked_user_id (migration c9d0e1f2a3b4) + EntityCreate/Update/
  Response fields; validated to be an investor account.
- Edit-entity form gains a "Linked investor account" picker for GP/mgmt.
- Assets tab now auto-lists the linked account's balance per fund (the
  earlier manual-stakes API remains but is no longer used by the UI).

Verified: 13/13 backend tests pass; alembic head c9d0e1f2a3b4; frontend
tsc + vite build clean.
This commit is contained in:
Jonathan Kirkwood
2026-07-01 15:21:28 -05:00
parent f0f8fd15c6
commit e7501a14b0
12 changed files with 223 additions and 199 deletions
+3 -2
View File
@@ -1,4 +1,4 @@
export { v_0_2_22 as current } from './v_0_2_22'
export { v_0_2_23 as current } from './v_0_2_23'
import { v_0_1_0 } from './v_0_1_0'
import { v_0_2_0 } from './v_0_2_0'
import { v_0_2_1 } from './v_0_2_1'
@@ -21,4 +21,5 @@ import { v_0_2_18 } from './v_0_2_18'
import { v_0_2_19 } from './v_0_2_19'
import { v_0_2_20 } from './v_0_2_20'
import { v_0_2_21 } from './v_0_2_21'
export const other = [v_0_1_0, v_0_2_0, v_0_2_1, v_0_2_3, v_0_2_4, v_0_2_5, v_0_2_6, v_0_2_7, v_0_2_8, v_0_2_9, v_0_2_10, v_0_2_11, v_0_2_12, v_0_2_13, v_0_2_14, v_0_2_15, v_0_2_16, v_0_2_17, v_0_2_18, v_0_2_19, v_0_2_20, v_0_2_21]
import { v_0_2_22 } from './v_0_2_22'
export const other = [v_0_1_0, v_0_2_0, v_0_2_1, v_0_2_3, v_0_2_4, v_0_2_5, v_0_2_6, v_0_2_7, v_0_2_8, v_0_2_9, v_0_2_10, v_0_2_11, v_0_2_12, v_0_2_13, v_0_2_14, v_0_2_15, v_0_2_16, v_0_2_17, v_0_2_18, v_0_2_19, v_0_2_20, v_0_2_21, v_0_2_22]
@@ -0,0 +1,13 @@
import { VersionInfo } from '@start9labs/start-sdk'
export const v_0_2_23 = VersionInfo.of({
version: '0.2.23:0',
releaseNotes: {
en_US:
'You can link a GP or management-company entity to its investor account. Its Assets tab then shows its real capital-account balance in each fund, pulled from the eNAV, with no double entry. Set this on the entity\'s Edit form.',
},
migrations: {
up: async ({ effects }) => {},
down: async ({ effects }) => {},
},
})