6 Commits

Include renames

Author	SHA1	Message	Date
Jonathan Kirkwood	8247c28243	Implement adjudicated DO items across backend, frontend, deploy ... From the ROADMAP adjudication (12 of 13 DO items; D2 is a commit action). Backend: - B3: pytest suite (auth, entity CRUD, rollup) + dev deps + pytest config - B4: cap document uploads at TEN31_MAX_UPLOAD_SIZE (default 50MB), stream- checked with partial-file cleanup, 413 on overflow - B7: type AuditLog.detail as dict|list|str|None to match the JSON column - B10: index foreign-key columns (migration a7b8c9d0e1f2 + index=True) - B11: cli delete-user logs file-removal errors instead of swallowing them Frontend: - F2: distinguish "server unreachable" from "logged out"; retry prompt - F4: confirm before destructive holdings-replace on import; step progress - F6: expandable audit-log detail with full JSON - F7: empty-state on the Investments page - F8: shared role helpers (WRITER_ROLES/canEditRound/isApprover), used by EntitiesList, AuditLog, Import, ValuationWorkflow Deploy: - D5: run tsc --noEmit before packaging (build script) - D6: TEN31_LOG_LEVEL env var (defaults to info) Verified: 8/8 backend tests pass; alembic upgrades to head with 13 FK indexes; upload limit rejects oversized + cleans up; frontend tsc + vite build clean; dev server serves and proxies to the API.	2026-07-01 13:33:40 -05:00
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