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.
2026-07-01 14:25:50 -05:00
parent 7fc78d7058
commit f0f8fd15c6
69 changed files with 5492 additions and 740 deletions
@@ -0,0 +1,91 @@
+import { useEffect, useMemo, useState } from "react";
+import { useParams } from "react-router-dom";
+import { api, type Entity, type PortalDocument, type User } from "../api";
+import { categoryLabel, formatDate } from "../format";
+import EntityHeader from "../components/EntityHeader";
+
+export default function EntityDocuments() {
+  const { id } = useParams<{ id: string }>();
+  const [entity, setEntity] = useState<Entity | null>(null);
+  const [docs, setDocs] = useState<PortalDocument[]>([]);
+  const [users, setUsers] = useState<User[]>([]);
+  const [error, setError] = useState("");
+  const [loading, setLoading] = useState(true);
+
+  const userById = useMemo(() => new Map(users.map((u) => [u.id, u])), [users]);
+
+  const loadDocs = (eid: number) =>
+    api.listDocuments({ entity_id: eid }).then(setDocs).catch((e) => setError(e.message));
+
+  useEffect(() => {
+    if (!id) return;
+    const eid = parseInt(id);
+    api.getEntity(eid).then(setEntity).catch((e) => setError(e.message));
+    api.listUsers().then(setUsers).catch(() => {});
+    loadDocs(eid).finally(() => setLoading(false));
+  }, [id]);
+
+  if (loading || !entity) return <div className="text-gray-500 text-sm">Loading…</div>;
+  const eid = entity.id!;
+
+  return (
+    <div>
+      <EntityHeader entity={entity} active="documents" />
+
+      {error && <p className="text-sm text-red-600 mb-3">{error}</p>}
+      <p className="text-sm text-gray-500 mb-3">
+        All documents for this fund. As admin you see everything; each investor only sees documents
+        shared to the fund or addressed to them. Upload from the Documents admin screen.
+      </p>
+
+      <div className="bg-white border border-gray-200 rounded-lg overflow-x-auto">
+        <table className="w-full text-sm">
+          <thead className="bg-gray-50 text-gray-500 text-left">
+            <tr>
+              <th className="px-4 py-2 font-medium">Title</th>
+              <th className="px-4 py-2 font-medium">Category</th>
+              <th className="px-4 py-2 font-medium">Visibility</th>
+              <th className="px-4 py-2 font-medium">Uploaded</th>
+              <th className="px-4 py-2"></th>
+            </tr>
+          </thead>
+          <tbody>
+            {docs.map((d) => (
+              <tr key={d.id} className="border-t border-gray-100">
+                <td className="px-4 py-2 text-gray-900">{d.title}</td>
+                <td className="px-4 py-2 text-gray-600">{categoryLabel(d.category)}</td>
+                <td className="px-4 py-2 text-gray-600">
+                  {d.investor_user_id == null
+                    ? "Shared (all investors)"
+                    : `Private · ${userById.get(d.investor_user_id)?.name ?? d.investor_user_id}`}
+                </td>
+                <td className="px-4 py-2 text-gray-500">{formatDate(d.created_at)}</td>
+                <td className="px-4 py-2 text-right whitespace-nowrap">
+                  <a href={api.downloadUrl(d.id)} className="text-orange-600 hover:text-orange-700 mr-3">
+                    Download
+                  </a>
+                  <button
+                    onClick={() => {
+                      if (confirm(`Delete "${d.title}"?`))
+                        api.deleteDocument(d.id).then(() => loadDocs(eid)).catch((e) => setError(e.message));
+                    }}
+                    className="text-gray-400 hover:text-red-600"
+                  >
+                    Delete
+                  </button>
+                </td>
+              </tr>
+            ))}
+            {docs.length === 0 && (
+              <tr>
+                <td colSpan={5} className="px-4 py-6 text-center text-gray-400">
+                  No documents for this fund yet.
+                </td>
+              </tr>
+            )}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  );
+}