Cumulative checkpoint since 0.2.26:
- 0.2.27/28: entity valuation-history table; investor gain/loss = NAV +
distributions vs paid-in
- 0.2.29: Reset Fund Partners (endpoint, Partners-tab button, CLI, action)
- 0.2.30: "Current Capital Balance" label, %-only gain/loss
- 0.2.31: Management Entities rename, Carry Vehicle type, chart
distributions-line gate
- 0.2.32: LP-facing polish pass
* Ten31 brand palette from the logo (navy/mint); orange retired
* portfolio summary card across funds; gain labeled "net of paid-in"
* whole-dollar headline figures; "History · N quarters" toggle
* documents grouped by year with a "New" badge (users.docs_seen_at)
* eNAV-created members start on default password with login enabled;
enable-investor-logins CLI + StartOS action for existing accounts
* password minimum raised to 8 chars; login help line (Portal@ten31.xyz)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Address the security-auditor findings the user selected (items 2, 3, 4):
Default admin credentials (P2): remove the fixed `Ten31` default. First
boot now generates a strong random admin password (secrets.token_urlsafe),
records it 0600 at /data/.admin-password, and surfaces it once via a new
"Show Initial Admin Password" StartOS action (CLI `show-admin-password`).
The stored password is cleared when the admin is reset (CLI reset-password)
or self-changes it (change-password endpoint).
Login hardening (P2): add a per-IP in-memory sliding-window rate limiter
(10 failures / 5 min -> 429 + Retry-After) in ratelimit.py; run a dummy
argon2 verify when the user is unknown so timing can't enumerate usernames;
keep a single generic 401 for unknown-user and wrong-password.
Hardening (P3): server process now runs unprivileged -- Dockerfile adds
uid 10001 appuser; start.sh (still root) chowns the mounted /data then
drops via `setpriv` before exec'ing uvicorn. Spreadsheet imports are
size-capped via storage.read_capped (413 past MAX_UPLOAD_SIZE) in the
schedule, capital preview, and batch paths. batch_import no longer returns
raw exception text (generic per-file messages).
Verified in the packed amd64 container: PID1 uvicorn runs as uid 10001,
/data owned 10001 with 0600 secrets; generated admin password retrievable
via CLI and logs in (200); 11th bad login -> 429; admin reset clears the
stored password. Tests: test_auth_hardening.py (4). Full suite 21 passed;
frontend tsc + StartOS bundle clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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.
- 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
- 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
