Jonathan Kirkwood
f0f8fd15c6
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.
42 lines
1.4 KiB
Python
42 lines
1.4 KiB
Python
"""Entity stakes: a GP entity's interest in the funds it manages."""
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from ten31portal.models import Entity, EntityType
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def test_stake_crud(auth_client, session):
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gp = Entity(name="Ten31 LLC", type=EntityType.gp)
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fund = Entity(name="LTPF I", type=EntityType.fund)
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session.add(gp)
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session.add(fund)
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session.commit()
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session.refresh(gp)
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session.refresh(fund)
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created = auth_client.post(
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f"/api/entities/{gp.id}/stakes",
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json={"fund_entity_id": fund.id, "ownership_pct": 20, "value_dollars": 1000},
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)
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assert created.status_code == 201, created.text
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body = created.json()
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assert body["fund_name"] == "LTPF I"
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assert body["fund_type"] == "fund"
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assert body["value_cents"] == 100_000 # dollars -> cents
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stake_id = body["id"]
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listed = auth_client.get(f"/api/entities/{gp.id}/stakes")
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assert listed.status_code == 200
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assert len(listed.json()) == 1
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# An entity cannot hold a stake in itself.
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assert auth_client.post(
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f"/api/entities/{gp.id}/stakes", json={"fund_entity_id": gp.id}
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).status_code == 400
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# Duplicate stake rejected.
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assert auth_client.post(
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f"/api/entities/{gp.id}/stakes", json={"fund_entity_id": fund.id}
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).status_code == 409
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assert auth_client.delete(f"/api/entities/{gp.id}/stakes/{stake_id}").status_code == 200
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assert auth_client.get(f"/api/entities/{gp.id}/stakes").json() == []
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