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
@@ -6,7 +6,7 @@ from fastapi import APIRouter, Depends, HTTPException
from sqlmodel import Session, select
from ten31portal.audit import record_audit
from ten31portal.auth import get_current_user, require_writer
from ten31portal.auth import require_internal, require_writer
from ten31portal.database import get_session
from ten31portal.models import Holding, Position, Valuation, ValuationRound, RoundStatus, User
from ten31portal.schemas import PositionCreate, PositionResponse, PositionUpdate
@@ -22,7 +22,7 @@ def _dollars_to_cents(dollars: float) -> int:
@router.get("/api/holdings/{holding_id}/positions")
def list_positions(
holding_id: int,
user: User = Depends(get_current_user),
user: User = Depends(require_internal),
session: Session = Depends(get_session),
) -> list[PositionResponse]:
holding = session.get(Holding, holding_id)