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
+16
View File
@@ -0,0 +1,16 @@
{
"name": "Ten31 Portal",
"short_name": "Ten31",
"description": "Ten31 fund portal — entities, valuations, and investor capital accounts.",
"start_url": "/",
"scope": "/",
"display": "standalone",
"orientation": "portrait-primary",
"background_color": "#16243A",
"theme_color": "#16243A",
"icons": [
{ "src": "/icon-192.png", "sizes": "192x192", "type": "image/png", "purpose": "any" },
{ "src": "/icon-512.png", "sizes": "512x512", "type": "image/png", "purpose": "any" },
{ "src": "/icon-512.png", "sizes": "512x512", "type": "image/png", "purpose": "maskable" }
]
}