Files
Ten31-Portal/backend/tests/test_lp_polish.py
Jonathan KirkwoodandClaude Opus 4.8 4215d4478f 0.2.27-0.2.32: LP portal polish, brand palette, default investor logins
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>
2026-07-03 08:40:40 -05:00

135 lines
5.1 KiB
Python

"""0.2.32 LP-facing behavior: 8-char password floor, default investor password,
enable-investor-logins conversion, and the documents "New" badge watermark."""
from datetime import datetime, timedelta
from sqlmodel import select
from ten31portal import config
from ten31portal.auth import hash_password, verify_password
from ten31portal.models import (
Document, Entity, EntityAccess, EntityType, User, UserRole,
)
from tests.conftest import make_user
def _login(client, username, password):
return client.post("/api/auth/login", json={"login": username, "password": password})
def test_change_password_requires_eight_chars(auth_client):
resp = auth_client.post(
"/api/auth/change-password",
json={"current_password": "password123", "new_password": "short7c"},
)
assert resp.status_code == 400
assert "8 characters" in resp.json()["detail"]
resp = auth_client.post(
"/api/auth/change-password",
json={"current_password": "password123", "new_password": "longenough8"},
)
assert resp.status_code == 200
def test_import_created_member_gets_default_password(auth_client, session):
entity = Entity(name="Test Fund", type=EntityType.fund)
session.add(entity)
session.commit()
resp = auth_client.post(
"/api/import/capital-accounts/commit",
json={
"entity_id": entity.id,
"as_of_date": "2026-03-31",
"investors": [{
"action": "create",
"name": "New LP",
"username": "newlp",
"value_dollars": 100_000,
}],
},
)
assert resp.status_code == 200, resp.text
user = session.exec(select(User).where(User.username == "newlp")).one()
assert user.login_enabled is True
assert verify_password(config.DEFAULT_INVESTOR_PASSWORD, user.password_hash)
# And the account can actually sign in with it.
resp = _login(auth_client, "newlp", config.DEFAULT_INVESTOR_PASSWORD)
assert resp.status_code == 200, resp.text
def test_enable_investor_logins_converts_only_no_login_accounts(session):
from ten31portal.cli import enable_investor_logins # imported here: cli pulls in argparse setup
no_login = make_user(session, username="dormant", role=UserRole.investor,
login_enabled=False, name="Dormant LP")
has_login = make_user(session, username="active-lp", role=UserRole.investor,
password="theirownpw", name="Active LP")
linked = make_user(session, username="linked", role=UserRole.investor,
login_enabled=False, primary_account_id=has_login.id, name="Linked Name")
old_active_hash = has_login.password_hash
# Run the conversion against the test engine (CLI normally uses the real one).
import ten31portal.cli as cli_mod
orig_engine, orig_migrate = cli_mod.engine, cli_mod.run_migrations
cli_mod.engine = session.get_bind()
cli_mod.run_migrations = lambda: None
try:
enable_investor_logins(None)
finally:
cli_mod.engine, cli_mod.run_migrations = orig_engine, orig_migrate
session.refresh(no_login)
session.refresh(has_login)
session.refresh(linked)
assert no_login.login_enabled is True
assert verify_password(config.DEFAULT_INVESTOR_PASSWORD, no_login.password_hash)
# Working logins and linked secondary names are untouched.
assert has_login.password_hash == old_active_hash
assert linked.login_enabled is False
def test_documents_new_badge(client, session):
entity = Entity(name="Badge Fund", type=EntityType.fund)
session.add(entity)
session.commit()
lp = make_user(session, username="lp", role=UserRole.investor, password="password123")
session.add(EntityAccess(user_id=lp.id, entity_id=entity.id))
old_doc = Document(
entity_id=entity.id, category="statement", title="Old statement",
original_filename="old.pdf", content_type="application/pdf", size_bytes=1,
storage_path="x-old", created_at=datetime.utcnow() - timedelta(days=30),
)
session.add(old_doc)
session.commit()
assert _login(client, "lp", "password123").status_code == 200
# First ever visit: nothing badged (no watermark yet), watermark gets set.
docs = client.get("/api/documents").json()
assert [d["is_new"] for d in docs] == [False]
# A doc uploaded after that visit is badged next time; pretend the visit was yesterday.
session.refresh(lp)
lp.docs_seen_at = datetime.utcnow() - timedelta(days=1)
session.add(lp)
new_doc = Document(
entity_id=entity.id, category="k1", title="Fresh K-1",
original_filename="k1.pdf", content_type="application/pdf", size_bytes=1,
storage_path="x-new",
)
session.add(new_doc)
session.commit()
docs = client.get("/api/documents").json()
flags = {d["title"]: d["is_new"] for d in docs}
assert flags == {"Fresh K-1": True, "Old statement": False}
# Within the same visit (watermark just advanced) the badge computation stays stable.
docs = client.get("/api/documents").json()
assert all(d["is_new"] is False for d in docs) # watermark now newer than both docs