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 +1,180 @@
+import { useEffect, useState } from "react";
+import {
+  api,
+  type DocumentCategory,
+  type Entity,
+  type PortalDocument,
+  type User,
+} from "../api";
+import { categoryLabel, formatBytes, formatDate } from "../format";
+
+const CATEGORIES: DocumentCategory[] = ["statement", "k1", "capital_account", "tax", "other"];
+
+export default function FundAdminHome() {
+  const [entities, setEntities] = useState<Entity[]>([]);
+  const [error, setError] = useState("");
+  const [loading, setLoading] = useState(true);
+
+  useEffect(() => {
+    api
+      .listEntities()
+      .then(setEntities)
+      .catch((e) => setError(e.message))
+      .finally(() => setLoading(false));
+  }, []);
+
+  if (loading) return <p className="text-gray-500 text-sm">Loading…</p>;
+  if (error) return <p className="text-red-600 text-sm">{error}</p>;
+  if (entities.length === 0)
+    return <p className="text-gray-500 text-sm">You don't have access to any entities yet.</p>;
+
+  return (
+    <div className="space-y-8">
+      {entities.map((e) => (
+        <EntityDocs key={e.id} entity={e} />
+      ))}
+    </div>
+  );
+}
+
+function EntityDocs({ entity }: { entity: Entity }) {
+  const [docs, setDocs] = useState<PortalDocument[]>([]);
+  const [investors, setInvestors] = useState<User[]>([]);
+  const [error, setError] = useState("");
+
+  const load = () => {
+    api.listDocuments({ entity_id: entity.id }).then(setDocs).catch((e) => setError(e.message));
+  };
+  useEffect(() => {
+    load();
+    api.investorsForEntity(entity.id).then(setInvestors).catch(() => {});
+  }, [entity.id]);
+
+  const investorName = (id: number | null) =>
+    id == null ? "Shared (all investors)" : investors.find((i) => i.id === id)?.name ?? `Investor ${id}`;
+
+  return (
+    <section className="bg-white border border-gray-200 rounded-lg p-5">
+      <div className="flex items-baseline justify-between">
+        <h2 className="text-lg font-semibold text-gray-900">{entity.name}</h2>
+        <span className="text-xs text-gray-400 uppercase">{entity.type}</span>
+      </div>
+      {error && <p className="text-sm text-red-600 mt-2">{error}</p>}
+
+      <UploadForm entity={entity} investors={investors} onUploaded={load} setError={setError} />
+
+      <h3 className="text-xs font-medium text-gray-500 uppercase mt-5 mb-2">Documents</h3>
+      {docs.length === 0 ? (
+        <p className="text-sm text-gray-400">No documents yet.</p>
+      ) : (
+        <ul className="divide-y divide-gray-100 border border-gray-100 rounded">
+          {docs.map((d) => (
+            <li key={d.id} className="flex items-center px-3 py-2 text-sm">
+              <span className="text-gray-900">{d.title}</span>
+              <span className="ml-2 text-xs text-gray-400">{categoryLabel(d.category)}</span>
+              <span className="ml-2 text-xs text-gray-400">· {investorName(d.investor_user_id)}</span>
+              <span className="ml-auto text-xs text-gray-400 mr-3">{formatDate(d.created_at)}</span>
+              <a href={api.downloadUrl(d.id)} className="text-orange-600 hover:text-orange-700">
+                Download
+              </a>
+            </li>
+          ))}
+        </ul>
+      )}
+    </section>
+  );
+}
+
+function UploadForm({
+  entity,
+  investors,
+  onUploaded,
+  setError,
+}: {
+  entity: Entity;
+  investors: User[];
+  onUploaded: () => void;
+  setError: (s: string) => void;
+}) {
+  const [category, setCategory] = useState<DocumentCategory>("statement");
+  const [investorId, setInvestorId] = useState<number | "">("");
+  const [title, setTitle] = useState("");
+  const [file, setFile] = useState<File | null>(null);
+  const [busy, setBusy] = useState(false);
+
+  const submit = async () => {
+    if (!file) return;
+    setError("");
+    setBusy(true);
+    try {
+      const form = new FormData();
+      form.set("entity_id", String(entity.id));
+      form.set("category", category);
+      if (title) form.set("title", title);
+      if (investorId !== "") form.set("investor_user_id", String(investorId));
+      form.set("file", file);
+      await api.uploadDocument(form);
+      setTitle("");
+      setFile(null);
+      setInvestorId("");
+      onUploaded();
+    } catch (e: any) {
+      setError(e.message || "Upload failed");
+    } finally {
+      setBusy(false);
+    }
+  };
+
+  return (
+    <div className="mt-3 bg-gray-50 border border-gray-200 rounded p-3">
+      <div className="grid grid-cols-2 gap-3">
+        <div>
+          <label className="block text-xs text-gray-500 mb-1">Category</label>
+          <select className={inputCls} value={category} onChange={(e) => setCategory(e.target.value as DocumentCategory)}>
+            {CATEGORIES.map((c) => (
+              <option key={c} value={c}>
+                {categoryLabel(c)}
+              </option>
+            ))}
+          </select>
+        </div>
+        <div>
+          <label className="block text-xs text-gray-500 mb-1">Visibility</label>
+          <select
+            className={inputCls}
+            value={investorId}
+            onChange={(e) => setInvestorId(e.target.value === "" ? "" : Number(e.target.value))}
+          >
+            <option value="">Shared — all investors</option>
+            {investors.map((u) => (
+              <option key={u.id} value={u.id}>
+                Private — {u.name}
+              </option>
+            ))}
+          </select>
+        </div>
+        <div>
+          <label className="block text-xs text-gray-500 mb-1">Title (optional)</label>
+          <input className={inputCls} value={title} onChange={(e) => setTitle(e.target.value)} />
+        </div>
+        <div>
+          <label className="block text-xs text-gray-500 mb-1">File</label>
+          <input type="file" onChange={(e) => setFile(e.target.files?.[0] ?? null)} className="text-sm" />
+          {file && <span className="text-xs text-gray-400 ml-2">{formatBytes(file.size)}</span>}
+        </div>
+      </div>
+      <div className="flex justify-end mt-2">
+        <button
+          onClick={submit}
+          disabled={busy || !file}
+          className="px-3 py-1.5 bg-gray-900 text-white text-sm rounded hover:bg-gray-800 disabled:opacity-50"
+        >
+          {busy ? "Uploading…" : "Upload"}
+        </button>
+      </div>
+    </div>
+  );
+}
+
+const inputCls =
+  "w-full px-3 py-2 border border-gray-300 rounded text-sm focus:outline-none focus:ring-2 focus:ring-orange-500 focus:border-transparent";