Release 0.2.22: capital chart, Investor View, GP stakes, doc folders

Snapshot commit bringing the uncommitted phase-2 work into version control
together with four new features and the 0.2.22 version bump.

New features:
- Investor capital-over-time chart (value, paid-in, distributions per
  quarter), rendered from existing capital-account history.
- Admin Investor View: read-only reconstruction of an investor's portal
  (GET /api/users/{id}/investor-view), reusing the investor portal UI.
- Document upload scoped to the selected fund's own investors, with an
  explicit upload-target confirmation to prevent mis-attaching.
- GP/mgmt entities gain an Assets tab listing their stakes in the funds
  they manage (new entity_stakes table + /api/entities/{id}/stakes).
- Edit-entity form (change type/status/etc.), so GP entities can be
  categorized correctly.

Verified: 11/11 backend tests pass; alembic upgrades to head b8c9d0e1f2a3;
frontend tsc + vite build clean; s9pk packs at 0.2.22:0 (x86_64).
Also: ignore .DS_Store and *.s9pk artifacts.
This commit is contained in:
Jonathan Kirkwood
2026-07-01 14:25:50 -05:00
parent 7fc78d7058
commit f0f8fd15c6
69 changed files with 5492 additions and 740 deletions
@@ -0,0 +1,29 @@
"""add users.login_enabled
Revision ID: c3d4e5f6a7b8
Revises: b2c3d4e5f6a7
Create Date: 2026-06-28 11:45:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
revision: str = 'c3d4e5f6a7b8'
down_revision: Union[str, None] = 'b2c3d4e5f6a7'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
with op.batch_alter_table('users', schema=None) as batch_op:
batch_op.add_column(
sa.Column('login_enabled', sa.Boolean(), nullable=False, server_default=sa.true())
)
def downgrade() -> None:
with op.batch_alter_table('users', schema=None) as batch_op:
batch_op.drop_column('login_enabled')