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.
41 lines
1.5 KiB
Python
41 lines
1.5 KiB
Python
"""Admin Investor View reconstructs what one investor sees, read-only."""
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from datetime import date
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from tests.conftest import make_user
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from ten31portal.models import (
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CapitalAccountStatement, Entity, EntityAccess, EntityType, UserRole,
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)
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def test_investor_view_reconstructs(auth_client, session):
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inv = make_user(session, username="lp1", role=UserRole.investor)
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ent = Entity(name="LTPF I", type=EntityType.fund)
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other = Entity(name="Not Theirs", type=EntityType.fund)
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session.add(ent)
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session.add(other)
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session.commit()
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session.refresh(ent)
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session.refresh(other)
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session.add(EntityAccess(user_id=inv.id, entity_id=ent.id))
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session.add(CapitalAccountStatement(
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entity_id=ent.id, investor_user_id=inv.id, as_of_date=date(2026, 3, 31),
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commitment_cents=500_000, ending_balance_cents=600_000,
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))
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session.commit()
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resp = auth_client.get(f"/api/users/{inv.id}/investor-view")
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assert resp.status_code == 200, resp.text
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body = resp.json()
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assert body["user"]["username"] == "lp1"
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# Only the granted entity is visible, not the other one.
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assert [e["id"] for e in body["entities"]] == [ent.id]
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assert len(body["capital_accounts"]) == 1
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assert body["capital_accounts"][0]["ending_balance_cents"] == 600_000
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def test_investor_view_rejects_non_investor(auth_client, session):
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staff = make_user(session, username="ops", role=UserRole.operations)
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assert auth_client.get(f"/api/users/{staff.id}/investor-view").status_code == 400
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