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.
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@@ -6,7 +6,7 @@ from fastapi import APIRouter, Depends, HTTPException
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from sqlmodel import Session, select, col
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from ten31portal.audit import record_audit
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from ten31portal.auth import get_current_user, require_writer, require_approver
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from ten31portal.auth import require_internal, require_writer, require_approver
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from ten31portal.database import get_session
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from ten31portal.models import (
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Entity, Holding, Position, Valuation, ValuationRound,
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@@ -30,7 +30,7 @@ def _round_response(round: ValuationRound, session: Session) -> RoundResponse:
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@router.get("/api/entities/{entity_id}/rounds")
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def list_rounds(
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entity_id: int,
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user: User = Depends(get_current_user),
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user: User = Depends(require_internal),
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session: Session = Depends(get_session),
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) -> list[RoundResponse]:
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entity = session.get(Entity, entity_id)
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@@ -47,7 +47,7 @@ def list_rounds(
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@router.get("/api/rounds/{round_id}")
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def get_round(
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round_id: int,
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user: User = Depends(get_current_user),
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user: User = Depends(require_internal),
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session: Session = Depends(get_session),
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) -> RoundResponse:
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round = session.get(ValuationRound, round_id)
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