# Ten31Portal

Ten31's internal system of record for entities, holdings, positions, valuations,
investor capital accounts, and documents. The backend is FastAPI, SQLModel, and
SQLite. The frontend is React and Vite. `deploy/` packages the application for
StartOS.

## Structure and checks

- `backend/ten31portal/`: API, models, importers, storage, authentication, and CLI.
- `backend/tests/`: pytest coverage for permissions, imports, NAV, and rollups.
- `frontend/src/`: internal and investor-facing interfaces.
- `deploy/`: StartOS package, migrations, and service image build.
- Backend tests: `cd backend && python -m pytest`.
- Frontend checks: `cd frontend && npm run lint && npm run build`.
- StartOS type check: `cd deploy && npm run check`.

## Durable gotchas

- This repo handles confidential fund and investor information. Real databases,
  uploaded documents, credentials, and source spreadsheets never enter git.
- Financial data changes on the live service use application code and migrations,
  followed by a sideload. Never edit the live SQLite database over SSH.
- Bump the StartOS version or revision before every package build. Keep the
  current version module and `deploy/package.json` aligned.
- `frontend/src/version.ts` is a separate visible build marker. If it lags the
  package version, the interface can display an old version even when the newer
  package is installed.
- `ROADMAP.md` contains an old current-state section. This file's `## Current
  state` is the current snapshot; the roadmap should be pruned before using it as
  an active work queue.

## Current state

- Work is on `investor-access`; its existing application history through
  `34842cd` is on private Gitea, verified with `ls-remote` on 2026-09-04.
- The StartOS version is 0.2.48:0 and matches the version recorded live in
  `../FLEET.md` on 2026-09-02.
- Recent work imports credit-fund loans into NAV and supports queued re-imports
  for already-signed rounds.
- `frontend/src/version.ts` still reports 0.2.46 while the package is 0.2.48.
- Next: reconcile the visible frontend version marker and stale roadmap status.