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
+3 -2
View File
@@ -1,4 +1,4 @@
export { v_0_2_21 as current } from './v_0_2_21'
export { v_0_2_22 as current } from './v_0_2_22'
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'
@@ -20,4 +20,5 @@ import { v_0_2_17 } from './v_0_2_17'
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'
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]
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]
@@ -0,0 +1,13 @@
import { VersionInfo } from '@start9labs/start-sdk'
export const v_0_2_22 = VersionInfo.of({
version: '0.2.22:0',
releaseNotes: {
en_US:
'Investors see a graph of their capital over time (value, paid-in, and distributions per quarter). A new admin Investor View shows exactly what an investor sees, read-only. Document uploads are scoped to the chosen fund\'s own investors with a clear target, so a file cannot go to the wrong person. GP and management-company entities get an Assets tab that lists their interests in the funds they manage. You can now edit an existing entity, including its type.',
},
migrations: {
up: async ({ effects }) => {},
down: async ({ effects }) => {},
},
})