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	48fef14bc9	Issue 10: confirm schedule importer against real Carta XLSX ... - Parse Carta XLSX natively (openpyxl) instead of CSV-only - Column map confirmed against Fund I export: Investment/Asset/ Investment date/Shares/Cost/Value/Last Valuation date - Handle grouped layout: company subtotal rows + indented position rows - SAFEs: shares=0 in source → null in DB (not additive) - Money already in dollars in XLSX cells, convert to cents directly - Dates parsed from Excel datetime objects - CSV fallback preserved for other formats - Re-import guard catches both seed and non-seed existing rounds - Tested: 14 holdings, 17 positions, total value $8,527,204.58 matches	2026-06-07 19:30:12 +00:00
Johnny 5	89eddd2ad0	Issue 17: StartOS 0.4.0 packaging ... - Dockerfile: multi-stage build (Node frontend + Python backend) - StartOS manifest, interfaces, backups, version graph - start.sh: auto-generates session secret, creates first approver on boot - Backend serves built frontend as SPA in production - Single data volume for SQLite DB, platform backups cover it	2026-06-07 19:23:26 +00:00
Johnny 5	a70bdeaa5e	Issue 1: repo scaffold and project structure	2026-06-07 19:20:02 +00:00