0.2.39: bitcoin-denominated view, first-login flow, unfunded + tax center

- BTC prices: btc_prices table, CSV upload on Import page (auto-detected
  date/close columns, upsert by date), entities.close_date as the BTC entry
  mark; statements carry btc_price_cents (as-of) + btc_close_price_cents.
  LP capital blocks show paid-in vs current value in bitcoin terms.
- First login: accounts on the shared default password are flagged
  (must_change_password) and blocked behind a full-screen password change;
  external accounts then get a one-time welcome tour with a 2FA offer
  (users.onboarded_at).
- LP portal: Unfunded (callable commitment) metric; Tax documents center
  aggregating K-1/tax docs across funds, grouped by year.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jonathan Kirkwood
2026-07-12 13:01:50 +02:00
co-authored by Claude Fable 5
parent 0822eca887
commit eac3262f29
22 changed files with 823 additions and 12 deletions
@@ -0,0 +1,13 @@
import { VersionInfo } from '@start9labs/start-sdk'
export const v_0_2_39 = VersionInfo.of({
version: '0.2.39:0',
releaseNotes: {
en_US:
'Investor experience release: (1) Bitcoin-denominated view — upload a BTC price CSV on the Import page, set each fund\'s close date, and LPs see paid-in vs current value in bitcoin terms. (2) First-login flow — accounts on the shared default password must set their own, then get a welcome tour with a two-factor offer. (3) Unfunded commitment metric and a Tax documents center in the LP portal. Also carries 0.2.38: optional two-factor authentication (authenticator app + recovery codes) and the Reset Two-Factor action.',
},
migrations: {
up: async ({ effects }) => {},
down: async ({ effects }) => {},
},
})