5 Commits

Include renames

Author	SHA1	Message	Date
Johnny 5	758fac3ab5	fix: handle duplicate security names and non-JSON error responses ... - Disambiguate duplicate (company, security) pairs in Carta exports: e.g. two 'Warrants' under BIP21 become 'Warrants' and 'Warrants (2)' - Tested against Fund II: 33 holdings, 41 positions (3 companies with duplicate tranches), zero errors - Frontend: graceful handling of 500 responses (shows status code instead of JSON parse crash)	2026-06-08 03:20:37 +00:00
Johnny 5	30d2284feb	Issues 19+20: entity-aware schedule import and rollup endpoint ... Issue 19: - entity_id now optional on POST /api/import/schedule - Resolution: explicit entity_id > name match from row 1 > auto-create - New params: create_entity_type (default fund), create_vintage_year - Dry-run reports resolution (will_create/matched/existing) - Frontend: radio toggle between 'Create from file' and 'Use existing' Issue 20: - GET /api/entities/rollup: invested_cents and last_signed_value_cents per entity in one pass (SQL aggregates, no waterfall) - EntitiesList uses rollup instead of N+1 API calls	2026-06-08 03:02:59 +00:00
Johnny 5	7c33693eab	Issue 18: Add Entity form on the entities list ... - Add Entity button visible only for writer roles - Inline form: name, type (Fund/SPV/GP/Mgmt Co), vintage year, fund size - Fund size entered as dollars, stored as cents - API errors surfaced inline - Refreshes list on success	2026-06-08 02:59:31 +00:00
Johnny 5	ba9f026545	Wire Import and Audit Log pages, add Create User action ... - Import page: schedule (XLSX/CSV) and entity import with dry-run toggle - Audit Log page: paginated, filterable by object type - Nav items now clickable (removed stubs) - StartOS Action: Create User with name/email/password/role inputs - Default first-boot creds: jonathan@ten31.xyz	2026-06-07 22:26:14 +00:00
Johnny 5	a70bdeaa5e	Issue 1: repo scaffold and project structure	2026-06-07 19:20:02 +00:00